Who Is the Director 'Value-Up Model Student'? [3-Minute Brief]

Published 17 Jan.2025 08:00(KST)

[At a Glance]
① "First 100 Days of Trump Administration Are Crucial"
② Monetary Policy Committee: "Growth Rate Expected to Be Downgraded This Year"
③ China's Growth Rate Downgraded Due to Real Estate Risks

MARKET INDEX : Year to date

Who Is the Director 'Value-Up Model Student'? [3-Minute Brief]

○ US New York Stock Exchange's three major indices all closed lower

○ Investor sentiment fatigued after sharp rise following previous day's strong CPI

○ December retail sales fell short of expectations but remained solid

Top3 NEWS

■ The first 100 days of inauguration are crucial… Ruling and opposition parties must unite to reduce political turmoil

○ Recommendations from Korean diplomatic response experts
○ President Yoon's duties suspended
○ Clear limits of 'acting on behalf of the acting'

■ Monetary Policy Committee: Interest rate held due to high exchange rate concerns, growth forecast for this year also expected to be downgraded

○ Bank of Korea holds base interest rate at 3.00% per annum
○ High exchange rate is main reason for rate freeze
○ Growth rate expected to be revised downward this year

■ “China's growth rate below 5% this year”... Consumption slump and real estate are biggest risks

○ Survey of experts from 58 countries by German think tank
○ 73% cite consumption slump as economic growth risk
○ 71% cite real estate, 65% economic security competition

Graphic News : 'Value-up Model Student' Financial Holding Companies… LG Affiliates in Lower Ranks

○ Meritz Financial Group emerges as 'value-up model student'

○ "Domestic listed companies lack understanding of value-up" pointed out

○ "Attention needed on alignment through stock compensation"

the Chart : Inside the story of banks tightening loans

○ Commercial banks reduce risky assets amid exchange rate rise concerns

○ Shift focus to corporate loans causing rapid increase in risk-weighted assets (RWA)

○ Impact on Common Equity Tier 1 (CET1) ratio… value-up efforts also hindered

Terminology in the News : China's 'Low-altitude Economy' Accelerates

○ A complex form of economy developing through low-altitude flight industrialization

○ China accelerates development of low-altitude economy… included for the first time in national plans

○ Applied to agriculture, emergency rescue, distribution/logistics, mobility, etc.

Today's Key Schedule

○Domestic

17th KOSDAQ Samyang NCEM subscription, public offering price 18,000 KRW

○Overseas

03:00 US Atlanta Fed GDPNow for Q4

06:30 US Federal Reserve balance sheet

11:00 China Q4 GDP

16:00 UK December retail sales

19:00 Eurozone December consumer price index

22:30 US December building permits

23:15 US December industrial production

◇ Lunch & Commute Weather

○ Lowest temperature -5℃(0℃) ｜ Highest temperature : 5℃(0℃)
○ Precipitation probability morning 0%｜afternoon 0%
○ Fine dust morning moderate｜afternoon moderate

3 minutes is OK, essential time-efficient economic news. Published daily at 8 AM.