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홍차넷
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티타임
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- 다양한 주제에 대해 자유롭게 글을 작성하는 게시판입니다.
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전체기타일상/생각꿀팁/강좌방송/연예도서/문학영화의료/건강문화/예술경제생활체육과학/기술철학/종교정치요리/음식역사여행육아/가정IT/컴퓨터음악창작게임스포츠사회오프모임
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| Date |
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| Name | 난커피가더좋아 |
| Subject | 롯데의 승부수인가 무리수인가+자산조정은 어찌할꼬? |
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두 가지 소식(+a)을 들고 왔습니다. 오늘 가장 핫 한 산업뉴스와 경제뉴스 하나씩입니다. 링크는 좀 많네요. 사안이 사안이다보니 해설기사도 많이 붙어서요.(물론 해설박스가 제대로 궁금증을 풀어주는 경우는 거의 보지 못합니다만.) 1. 롯데의 승부수인가 무리수인가? http://news.mk.co.kr/newsRead.php?sc=30000001&year=2015&no=1035152 http://news.mk.co.kr/newsRead.php?year=2015&no=1035153 http://news.mk.co.kr/newsRead.php?year=2015&no=1035154 위 링크 기사들을 보면 아시겠지만, 내용인 즉 롯데그룹이 삼성그룹의 남은 화학사업을 모두 인수한다는 것입니다. 한화그룹에 4개의 화학분야를 이미 넘긴바 있는 삼성이 나머지 3사(SDI 케미컬 부문, 정밀화학, BP화학)를 롯데에 넘겼다는 거지요. 롯데하면 유통과 식품부터 떠오르지만, 의외로 아주 강한 롯데케미칼(매출 6조원, 영업익 800억원)이라는 회사가 있는데 이번 인수를 계기로 이쪽에서 더욱 핵심사업에 집중하겠다는 스토리입니다. 삼성은 전자/금융/바이오에 올인하겠다는 것이구요. 경제나 경영전망은 절대 함부로 하는게 아니고 맞을리도 없지만 저는 약간 회의적으로 봅니다. 삼성이 화학분야를 자꾸 팔아치우는 건 현금을 확보해 이재용 체제의 핵심사업으로 올인하려는 의도때문인 듯합니다. 그런데 롯데는 왜 화학에 집착했을까요? 한화는 자신의 기존사업과의 연계성이 높은 관련다각화라서 의문이 들지 않았는데, 아무리 롯데케미컬을 키운다 하더라도 화학산업 전반의 비전이 밝지 않아 보이는 현 상황에서 선뜻 이해가 가지는 않습니다. 대략 두 가지 정도 포인트가 있을 거 같긴 합니다. 우선 여기도 신동빈을 분석의 중심에 놓고 보면 어느정도 답은 나옵니다. 신동빈이 처음 사업에 입문한 게 호남석유이고 그게 꽤 재미를 봤거든요. 그렇게 우량한 롯데케미컬까지 키워온 입장에서는 애착과 자신감이 상당한 듯 합니다. 또한 롯데는 지금까지 재계 5위의 규모에 걸맞지 않게 수평계열화는 좀 초라하다는 평가를 받아왔는데, 안 그래도 신동주와의 갈등이 심화되는 상황에서 부수적으로는 "내가 한국에서 열배키운 롯데가 이제 명실상부한 톱클래스 재벌이 됐다"는 걸 강조하는 메시지도 있는 것 같습니다. 어쨌든 삼성이나 롯데나 두 후계자가 그리는 큰 그림에서 이러한 딜이 오간 것이 아닐까 넘겨짚어봅니다. 뭐 두 회사 다 이 나라 산업과 경제에 끼치는 영향이 무지막지한 만큼 잘 지켜볼 일입니다. 2. 올 연말 이후, 위기는 도래할 것인가? 내년 총선 이후 한국경제가 위기 국면을 맞을 것이라는 얘기는 정말 사방팔방에서 들립니다. 제조업 위기 상황이 심각하고, 희망이 보이는 분야도 없다는 게 업계, 학계, 컨설팅계, 투자계 등의 중론이거든요. 9월에는 안했지만 연말에는 연준이 아무래도 금리를 올릴 것 같다는 기사인데요, 가장 상황이 좋은 미국은 인상으로 가서 돈을 다시 죄고, 유럽과 일본은 계속 돈을 풀면서 화폐전쟁을 벌이고 있는 상황이라는 건데, 정책적 선택지는 사실상 전무한 한국 입장에서는 지금 뜬금없이 역사교과서 전쟁을 벌일 것이 아니라 이 문제를 풀어야 하는데... 왜 누님은 그리 그것에만 집착하시는지...ㅠㅠ 어쨌든 저는 자산도 없지만, 제가 만약 조정할 만한 포트폴리오가 있다면 현금 비중을 늘리는 방향으로 고민하지 않았을까 싶네요. http://news.mk.co.kr/newsRead.php?year=2015&no=1034138 http://news.mk.co.kr/newsRead.php?year=2015&no=1034139 http://news.mk.co.kr/newsRead.php?year=2015&no=1034140 *그밖의 주요소식: 산은, 대우조선 민간에 매각 이건 뭐 딱히 해설이 필요없는 스트레이트 기사입니다. 이런일이 있구나 정도로 살펴보시면 될 듯 합니다. http://news.mk.co.kr/newsRead.php?year=2015&no=1034221 http://news.mk.co.kr/newsRead.php?sc=30000050&year=2015&no=1034169 http://news.mk.co.kr/newsRead.php?year=2015&no=1034170 Warning: Use of undefined constant no - assumed 'no' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view.php on line 133 Warning: Use of undefined constant no - assumed 'no' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view.php on line 146 Warning: Use of undefined constant vote - assumed 'vote' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view.php on line 161 0 이 게시판에 등록된 난커피가더좋아님의 최근 게시물
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Warning: Use of undefined constant ismember - assumed 'ismember' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 6
Warning: Use of undefined constant file_name - assumed 'file_name' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 28
Warning: Use of undefined constant no - assumed 'no' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 65
20253 class="iamcmt" style="display:none;"> Warning: Use of undefined constant no - assumed 'no' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 66
20253 class='vcm '>
Warning: Use of undefined constant x - assumed 'x' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 70
Warning: Use of undefined constant x - assumed 'x' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 71
Warning: Use of undefined constant no - assumed 'no' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 76
Warning: Use of undefined constant ismember - assumed 'ismember' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 117
Warning: Use of undefined constant ismember - assumed 'ismember' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 118
Warning: Use of undefined constant ismember - assumed 'ismember' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 119
Warning: Use of undefined constant ismember - assumed 'ismember' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 120
Warning: Use of undefined constant ismember - assumed 'ismember' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 121
20253'> realise
Warning: Use of undefined constant mod_date - assumed 'mod_date' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 133
Warning: Use of undefined constant no - assumed 'no' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 140
Warning: Use of undefined constant no - assumed 'no' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 140
Warning: Use of undefined constant reg_date - assumed 'reg_date' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 142
15/10/30 10:17
20253>삭제 주소복사
Warning: Use of undefined constant level - assumed 'level' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 150
뻘플인데...
저기 다니는 직원들은 폭탄맞은 기분이겠군요.
삼성에서 롯데라 -0-;;; 대학원나와서 삼성테크윈 다니던 제 친구 하나는 한화로 넘어갈때도 완전 울상이던데 크크크
Warning: Use of undefined constant level - assumed 'level' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 158
Warning: Use of undefined constant password - assumed 'password' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 166
Warning: Use of undefined constant vote - assumed 'vote' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 171
Warning: Use of undefined constant vote - assumed 'vote' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 172
Warning: Use of undefined constant vote - assumed 'vote' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 172
Warning: Use of undefined constant no - assumed 'no' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 173
Warning: Use of undefined constant no - assumed 'no' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 173
Warning: Use of undefined constant vote - assumed 'vote' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 173
저기 다니는 직원들은 폭탄맞은 기분이겠군요.
삼성에서 롯데라 -0-;;; 대학원나와서 삼성테크윈 다니던 제 친구 하나는 한화로 넘어갈때도 완전 울상이던데 크크크
Warning: Use of undefined constant level - assumed 'level' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 158
Warning: Use of undefined constant password - assumed 'password' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 166
Warning: Use of undefined constant vote - assumed 'vote' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 171
Warning: Use of undefined constant vote - assumed 'vote' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 172
Warning: Use of undefined constant vote - assumed 'vote' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 172
Warning: Use of undefined constant no - assumed 'no' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 173
Warning: Use of undefined constant no - assumed 'no' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 173
Warning: Use of undefined constant vote - assumed 'vote' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/bbsd/view_comment.php on line 173
20253>
20253>
