◆아주경제 주요뉴스
▷당정, 주가 누르기 행위 막을 '3중 장치' 만든다
-The government and ruling party are moving to implement a triple mechanism to address artificial stock price manipulation. Plans include the disclosure of a list of low PBR companies, the introduction of a 'Korean-style bear hug,' and improvements to the '5% rule' to enhance institutional investors' stewardship codes.
-On September 29, the Democratic Party's K-Capital Market Special Committee held a working-level meeting with the Ministry of Economy and Finance, the National Tax Service, and the Financial Services Commission to discuss proposed amendments to inheritance and gift tax laws and legislative tasks related to capital markets. Committee Chairman Oh Gi-hyung emphasized the need to address the low PBR phenomenon, noting that about 60-70% of all companies have a PBR below 1.
-The Korea Exchange is set to implement a 'naming and shaming' system on November 2, which will publicly disclose the list of low PBR companies. This initiative aims to encourage these companies to enhance their corporate value.
-The introduction of a 'Korean-style bear hug' is also being pursued to strengthen information disclosure during mergers and acquisitions. Under this proposal, the board of directors of the target company must express its opinion on acquisition offers or public buyouts, ensuring transparency for general shareholders and investors. The committee plans to process related legislation by the end of this year.
-Additionally, to promote active shareholder engagement by institutional investors in low PBR companies, the committee is actively considering the revitalization of the stewardship code and improvements to the '5% rule.'
◆주요 리포트
▷미·중 비민감 품목 관세 인하…美 연말 소비 둔화 방어 [KB증권]
-During the U.S.-China summit, progress on key issues such as AI and rare earths was limited, but both countries agreed to reduce tariffs on non-sensitive items. The U.S. plans to lower tariffs on popular holiday shopping items such as small appliances, toys, and sports goods from China.
-With rising costs for essential expenses like gasoline and housing rent, analysts suggest that the U.S. tariff reductions are aimed at mitigating a slowdown in year-end consumer spending. As major retailers begin their holiday discount events in October, a decrease in consumer price perception is also expected.
-The inventory-to-sales ratio for U.S. retailers has declined, indicating that the impact of lower import prices due to tariff reductions may be significant. If the tariff cuts are implemented quickly, it could lead to increased imports and lower sales prices ahead of the holiday shopping season.
-China is also expected to lower tariffs on U.S. agricultural and seafood products. This move could support the U.S. agricultural sector, which is facing rising diesel prices, while also improving the performance of China's struggling traditional manufacturing exports, suggesting a strong likelihood of swift tariff reductions due to mutual interests.
◆장 마감 후(29일) 주요공시
▷한미약품 : 벨바라페닙(HM95573) 기술이전 계약 해지 및 권리 반환
▷주연테크 : 상장폐지결정 등 효력정지 가처분 신청
▷사조대림 : 삼아벤처 흡수합병 결정
▷티케이지휴켐스 : OCI와 체결한 2939억4763만5296원 규모 DNT매매 계약 해지
▷에스원 : 삼성전자와 1020억2497만2000원 규모 미화 관리 위탁 계약 체결
◆펀드 동향(28일) 기준, ETF 제외)
▷국내 주식형: -238억원
▷해외 주식형: -398억원
◆오늘(30일) 주요일정
▷한국: 소매판매(8월), 광공업생산(8월)
▷중국: 제조업, 서비스업지수(9월), 레이싱독 제조업, 서비스업 PMI(9월)
▷독일: 소비자물가지수(9월)
▷미국: ADP 민간고용(9월), PCE 가격지수(8월), 개인소득, 개인지출(8월), GDP 성장률(2Q)
* This article has been translated by AI.
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