GS Group to Use Vietnam as Production Base for Whole SE Asian Market..



GS Group will pick Vietnam as the production base for the whole Southeast Asian market and beyond. The group held a meeting of presidents in Ho Chi Minh City on October 12-13, with 14 top managers within the group including GS Retail vice chairman Huh Seung-jo, GS Caltex vice chairman Huh Jin-soo, GS Energy vice chairman Na Wan-bae, GS Engineering & Construction vice chairman Huh Myung-soo, GS Home Shopping vice chairman Huh Tae-soo, as well as the group chairman Huh Chang-soo in attendance.


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1. Korean Cars Lose Share to Import Cars..


The share of domestically made cars in the Korean market fell to 83.6 percent in the first nine months of this year, compared to 85.7 percent a year ago. In contrast, the share of import cars in the domestic market rose from 14.3 percent to 16.4 percent during the same period.


2. Samsung Shows Strong Recovery But Not in Smartphone


Samsung Electronics achieved far better-than-expected results in the third quarter of this year. As Samsung Electronics’ operating profit showed an upward trend for four straight quarters, the market interprets this as an actual sign of improvement in Samsung’s overall performance..


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(4발 경제학) 10월 01일 : . S&P 500 지수.. 랠리가 지속될까? 한.미 금리차와 자본 유출.


1. 한국경제 :  블랙 프라이데이와 유통업..


http://stock.hankyung.com/news/app/newsview.php?aid=2015100193286


Opinion : 어느 정도 내수 소비 촉진이 가능할까?


2. 한국경제 : 전년 동월대비 수출은 줄고 수입은 더 줄고.


http://www.hankyung.com/news/app/newsview.php?aid=2015100191198


Opinion :  흑자 폭이 상승한다고 좋지는 않아


3. 증권사 리포트 : 한.미 금리차와 자본 유출.


http://www.hanwhawm.com/main/research/main/view.cmd?depth3_id=anls5_NL&mode=NL&seq=44567





Opinion : 단기 금리 역전에 주의가 필요.


4. 블럼버그 : S&P 500 지수.. 랠리가 지속될까?


http://www.bloomberg.com/news/articles/2015-09-30/u-s-futures-rally-as-s-p-500-nears-its-worst-quarter-since-2011





Opinion : 고용시장의 호조, 물가 상승률이 변수인가?


5. 블럼버그 : 일본 추가적인 양적완화가 더 필요하다.


http://www.bloomberg.com/news/articles/2015-10-01/more-stimulus-is-likely-from-boj-says-ex-deputy-governor-iwata


Opinion : 일본 경제의 총체적 침체라고 해야하나?

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1. Samsung Electronics Shakes TSMC’s Dominance in Foundry Business


Competition between Korea’s Samsung Electronics and TSMC of Taiwan is flaring up in getting the upper hand in the foundry market.


http://english.hankyung.com/news/apps/news.view?popup=0&nid=&c1=03&nkey=201510010825251


2. National Pension Service Relies Way Too Much on Domestic Stock Market


The excessive investment share in the domestic stock market by the National Pension Service is more pronounced when compared with what pension funds in other countries are doing


http://english.hankyung.com/news/apps/news.view?popup=0&nid=&c1=02&nkey=201510010815151


3. Hyundai Motor Breaks 3 Mil. Mark in Cumulative Shipments in the Middle East

Hyundai Motor announced on September 29 that its cumulative shipments to the Middle East passed the 3-million mark.


http://english.hankyung.com/news/apps/news.view?popup=0&nid=0&c1=04&newscate=1&nkey=201509300830351

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