대신리포트_대신브라우저_140804

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  • 1. 2014. 8. 4 S&P500 (%) (P) (P) (%) 16,493.37 69.93 0.42 4,352.64 17.13 0.39 S&P500 1,925.15 5.52 0.29 VIX 17.03 0.08 0.47 (P) (P) (%) DAX 9,210.08 197.40 2.10 15,523.11 97.66 0.63 2,185.30 16.26 0.74 55.902.87 73.46 0.13 25.480.84 414.43 1.60 (%) (%P) (%) (10 ) 2.49 0.07 2.55 (5 ) 1.66 0.09 5.15 (5 ) 11.73 0.00 -0.03 (5 ) 4.84 0.05 0.98 -2.8%, -2.2%, S&P500 -2.7% 7 6.2% , . 7 , (P) (P) (%) KOSPI 2,073.10 3.02 0.15 KOSDAQ 530.20 4.77 0.89 KOSPI200 268.56 1.12 0.42 KOSPI200 () 270.40 1.25 0.46 VKOSPI() 13.08 0.39 3.07 (%) (%p) () () (3 ) 2.546 0.031 156.941 3,842 (10 ) 3.105 0.048 50,986 60 (3 AA-) 2.944 0.024 76,361 1,179 (3 BBB-) 8.651 0.026 1,586 260 CD(91 ) 2.650 0.000 783,140 842 / / ($) ($) / 1,037.10 9.20 WTI($/) 97.88 0.29 / 102.68 0.12 Dubai($/) 104.37 0.56 / 1.3425 0.0036 Brent($/) 103.68 0.12 / 458.77 0.26 DDR3(4Gb,$) 4.34 0.01 / 78.19 0.14 NAND(64Gb,$) 3.02 0.02 (%) ($) (%) BDI(P) 751.00 0.50 (, $/) 1,294.80 0.94 CRB (P) 292.48 0.49 (, $/) 20.37 0.34 ($/) 534.25 0.75 ()($/) 7,078.00 0.81 ($/) 362.25 1.29 ($/) 2,347.00 2.21 ($/) 1,058.50 2.17 ($/) 18,280.00 2.58 , 6 : -0.5%, , 7 (, 56, 57) EMU, 6 : 0.7%, 0.6%, EMU, 7 PMI : 52.8, 52 , 7 ISM 57.1( 56, 55.3) 2011 4 , 7 6.2%( 6.1%, 6.1%), +1% 24.45 , 11.33% , 48% , 7 0.4% 6 0.5% , 13 , , SK (017670): ARPU , , DGB (139130): 10% ROE ( ) , . , . , , , , . , , , . , , , . (0.93) (0.88) (0.71) (0.41) (0.35) (0.08) (0.03) 0.05 0.42 0.77 (0.29) -1.50-1.00-0.50 0.00 0.50 1.00 IT S&P500