◆아주경제 주요뉴스
▷쏟아지는 금감원 정정 요구…높아진 유증 문턱에 상장사들 '곤혹'
-This year, 265 companies have decided to increase their capital, a 44% increase compared to the same period last year. However, the amount raised from January to May fell by 27.7% to 1.814 trillion won. This decline is attributed to the Financial Supervisory Service's (FSS) intensified review of securities registration statements to protect the rights of general shareholders.
-Hanul Semiconductor has reduced its capital increase from 22.8 billion won to 19 billion won in its fourth amended registration statement. Hanwha Solutions also cut its planned increase from 2.4 trillion won to 1.7 trillion won, while EcoPro BM and ToolGen have also received correction requests.
-As the requirements for delisting have tightened, the demand for corporate funding is increasing. However, the thresholds for capital increases, convertible bonds, and bonds with warrants are becoming more stringent. Industry experts point out that, despite the intention to protect shareholders, the burden of fundraising for listed companies may increase.
◆주요 리포트
▷경제의 관성과 기업의 근성 [NH투자증권]
-U.S. hyperscaler capital expenditures (Capex) are expected to expand from $760 billion this year to $1 trillion next year. In contrast, China's Capex is projected to increase from $100 billion to $120 billion, indicating that the U.S. is likely to lead in AI investment and productivity improvements.
-The current AI investment cycle is in its fourth year, showing a significant increase in hardware investment compared to the internet investment boom of the 1990s. However, unlike that period, U.S. corporate profits currently exceed capital investments, suggesting a lower risk of overinvestment.
-In South Korea, the surge in corporate profits and bonuses due to the semiconductor boom is expected to lead to an increase in corporate and personal income taxes, enhancing the government's spending capacity next year. The government's contribution to growth could rise by more than 0.4 percentage points, with expectations of a combination of increased corporate investment, government spending, and neutral or contractionary monetary policy.
◆장 마감 후(20일) 주요공시
△Daejeon Electronics decides to invest 497 billion won in semiconductor production facilities.
△Samsung C&T acquires 33,016,411 shares (100% stake) in Swiss peptide CDMO company Polypeptide Group from its subsidiary Samsung Biologics for 2.7062 trillion won through a public tender offer.
△Joyon Tech raises 1 billion won by issuing 1 million common shares at 1,000 won each through a third-party allocation capital increase.
△Daegu Department Store disposes of its treasury shares, holding 1,362,542 shares (12.6%).
◆펀드 동향(16일 기준, ETF 제외)
▷Domestic equity funds: -34 billion won
▷Overseas equity funds: -12.1 billion won
◆오늘(21일) 주요일정
▷Eurozone: ZEW Economic Sentiment Index (July)
* This article has been translated by AI.
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