◆아주경제 주요뉴스
▷ETF는 '속빈 강정'? ...사모운용사, 대형운용사 제치고 수익 대약진
- In the first half of the year, while large asset management firms saw an increase in assets under management due to a booming ETF market, their profitability remained relatively weak due to low management fees and intensified competition.
- Mirae Asset Management topped the list with a net profit of 906.3 billion won, while private asset managers like Korea Investment Value, Tiger, DS, and Timefolio dominated the upper ranks in net profit.
- Samsung Asset Management, the leader in the ETF market, ranked ninth with a net profit of 129.4 billion won, and KB, Kiwoom, Shinhan, and Korea Investment Trust Management also fell outside the top ten.
- Private asset managers benefited from relatively high management and performance fees, along with gains from asset evaluations and disposals due to the stock market boom, significantly improving their profitability.
- However, the expansion of private asset managers' performance has also led to a sharp increase in labor costs, and the volatility of performance based on market conditions raises the possibility of changes in rankings in the second half of the year.
◆주요 리포트
▷DS증 "한미약품, 제넨텍에 3조원대 기술수출…목표가 상향"
- DS Investment Securities raised the target price for Hanmi Pharmaceutical to 720,000 won, reflecting the increase in corporate value due to the technology export of HM17321.
- Hanmi Pharmaceutical signed a global rights technology transfer agreement for HM17321 with Genentech, with a total contract value of approximately 3.1892 trillion won, including an upfront payment of about 262.9 billion won.
- DS Investment Securities assessed that the likelihood of success in Phase 1 clinical trials has increased due to the technology export, estimating the pipeline value of HM17321 at 1.3315 trillion won.
- Future factors for additional corporate value increase include domestic approval and launch of epeglanatide, Phase 1 results for HM17321, and Phase 2 results for HM15275.
- However, the poor performance of its Chinese subsidiary, Beijing Hanmi, poses a variable, and normalization of performance could further enhance Hanmi Pharmaceutical's corporate value.
◆장 마감 후(25일) 주요공시
▷ 에쎈테크, 5대 1 주식병합 결정
▷ 예스티, 삼성전자와 175억 규모 반도체 제조용 장비 계약
▷ 대동, 계열사 대동모빌리티 주식 339억원에 추가취득
◆펀드 동향(24일 기준, ETF 제외)
국내주식형 -407억원
해외주식형 -10억원
◆오늘(수) 주요일정
한국-소비자심리지수(8월)
독일-GDP성장률 확정치(2Q), Ifo 기업환경지수(8월)
미국-주택가격지수(6월), 신규주택판매(7월), 소비자신뢰지수(8월)
* This article has been translated by AI.
Copyright ⓒ Aju Press All rights reserved.