Business Intelligence Monitor 200211

(Introduction)

[Markets]

•   Global: Safe-havens rise on coronavirus concerns, stocks rebound

※   Coronavirus death toll climbs past 900, exceeds SARS toll of 774

※   MSCI world index rebounds, Wall Street rallies

※   Nasdaq hits new record

※   Dollar takes breather after rally last week

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피, 이틀째 하락 마감…2,200선 '턱걸이'

•   한국: 금리인하 기대·우한폐렴 여파… 채권금리 3주째↓

•   Metals: Zinc sinks to multi-year low on inventory jump and China fears

•   Grains: Soybeans extend gains as China pledges to fulfil U.S. purchases

•   DRAM Spot price: 반등하던 D램값 코로나에 직격탄

[Indicators]

•   China 2019 Fiscal spending: China 2019 fiscal spending up 8.1%, faster than economic growth

•   China Jan. CPI: Coronavirus Drives China’s Inflation to Highest Level in Over Eight Years

•   한국 2019 총세입·총세출 : 작년 국세 1.3조원 `펑크`…법인세는 7조원 덜 걷혀

※   매경: 세율 인상에도 법인세 `대규모 펑크`…코로나 덮친 올해 더 걱정

※   매경: 종부세 8천억 늘었지만…거래절벽에 양도세는 1.9조 급감

※   매경: 세수 예측은 `개선`…오차율 0.5% 최저

•   한국 2019 신설법인: 작년 신생법인 `역대 최고`… 제조·서비스업 동반 증가

•   한국 2019 CPI: 韓물가상승률 2년새 15위 → 33위

•   한국 1월 고용보험: 코로나 반영도 안됐는데…구직급여 17% 급증

•   Japan Dec. GDP(JCER estimate): Japan GDP rises 0.3% in December on strong capex: JCER

•   Japan Dec. Current account: Japan's current account surplus grows in 2019

•   Japan Jan. Economy watchers survey: Japan's economic outlook worsens amid fears over virus outbreak

•   India Jan. Passenger vehicle sales: Domestic passenger vehicle sales down 6.2 per cent in January

•   Coronavirus: SCMP Live Updates

[News]

•   WSJ: Buttigieg Stakes Out a Unique Space in Democratic Field

•   WSJ: Fed Chairman Heads to Capitol Hill Facing New Questions Over Growth Risks

•   WSJ: Coronavirus Toll on Shipping Reaches $350 Million a Week

•   WSJ: Fed’s Daly Says Low Jobless Rate Not Automatic Sign of Tight Labor Market

•   WSJ: Fed's Bowman: Current Fed Policy Will Support Expansion

•   WSJ: Newsletter: Cutting the Safety Net

•   WSJ: China’s Businesses Struggle to Resume Work

•   NYT: How the Iowa Caucuses Became an Epic Fiasco for Democrats

•   NYT: Sanders and Buttigieg Clash, Aiming for a Two-Person Race

•   NYT: North Korea’s Internet Use Surges, Thwarting Sanctions and Fueling Theft

•   NYT: ‘Like Europe in Medieval Times’: Virus Slows China’s Economy

•   NYT: Coronavirus Updates: Languishing Industry in Mainland China, and an Evacuation in Hong Kong

•   NYT: Trump’s $4.8 Trillion Budget Would Cut Safety Net Programs and Boost Defense

•   NYT: What’s in President Trump’s Fiscal 2021 Budget?

•   WP: Top Democrats turn on each other after Iowa, complicating chances against Trump

•   WP: Barr acknowledges Justice Dept. has created ‘intake process’ to vet Giuliani’s information on Bidens

•   FT: US charges Chinese military officers over Equifax hack

•   FT: Race to succeed Merkel thrown open as heir apparent steps aside

•   FT: Geely and Volvo Cars plan merger and listing

•   FT: Sinn Féin seeks Irish government role after poll gains

•   FT: Sinn Féin success adds a post-Brexit twist

•   FT: Coronavirus latest: WHO warns of ‘concerning’ transmissions in Europe

•   FT: Prepare for Brexit trade costs and red tape, says Gove

•   FT: Britain needs to work out its priorities in trade negotiations

•   FT: Turkey imposes tighter controls on lira

•   FT: Can Britain’s car plants stay open after Brexit?

•   FT: HS2 faces three-way split to win critics over to green light for rail link

•   FT: Middle East’s demographic earthquake: the generation fuelling protests

•   FT: Africa faces a ‘wall’ of sovereign debt repayments

•   Bloomberg: As Asia Panics, Singapore Wins Praise for Approach to Virus

•   Bloomberg: Foxconn Resumes Some Production at Its Main China iPhone Site

•   Bloomberg: Garlic Prices Jump in Indonesia on Worries About Chinese Exports

•   Bloomberg: The Hunt Is on for Innovation to Fight the Climate Crisis

•   Bloomberg: Dubai’s Jobs Vanish at the Fastest Pace in a Decade

•   Bloomberg: Top Trump Adviser Says U.K. Slips Behind EU in Trade Priorities

•   Bloomberg: Key Takeaways From Trump’s Budget Proposal

•   Bloomberg: Trump Forecasts Growth Above 3% This Year. Economists Disagree

•   Bloomberg: U.S. Revokes WTO Subsidy Preferences for Some Developing Nations

•   Bloomberg: EU Toughens Negotiating Demands Before Brexit Trade Talks Start

•   Bloomberg: U.K.’s Gove Warns Industry to Brace for Strict Border Policy

•   Bloomberg: China May Have Just Peaked as an Export Powerhouse

•   Bloomberg: The World’s Lowest Interest Rate May Soon Be Raised in Denmark

•   Bloomberg: Carmakers Moonlight as Mask Manufacturers to Fight Coronavirus

•   Bloomberg: Putin’s Power Play May Hinge on Premier’s Economic Revival

•   Reuters: Exclusive: North Korea enhanced nuclear, missile programs in 2019 in breach of sanctions - U.N. report

•   Reuters: China should consider cutting benchmark deposit rates: central bank adviser

•   Reuters: Trump will visit India on Feb. 24-25: White House

•   Reuters: GM to restart production in China from Feb. 15

•   CNN: Mobile World Congress loses Amazon, Sony on coronavirus fears

•   CNN: You can't make a car with 99% of the parts. Coronavirus could wreck the global auto industry

•   CNBC: China launches coronavirus app to detect whether users have come in 'close contact' with the sick

•   CNBC: Scientists worry coronavirus could evolve into something worse than flu, says quarantined expert

•   CNBC: China's Xi Jinping has not been in Wuhan amid the coronavirus outbreak

•   CNBC: First-quarter US GDP may be as low as 1.2% because of coronavirus, but stocks don't seem to care

•   CNBC: The coronavirus is a ‘black swan’ for oil and energy markets, says Ned Davis Research

•   CNBC: Coronavirus outside China could spark' a 'bigger fire': WHO

•   CNBC: ‘This isn’t magic’: Doubts raised over UK plan for post-Brexit ‘freeports’

•   CNBC: Capital Economics: The coronavirus fallout is 'battering' African economies

•   CNBC: Coronavirus leaves status of Apple manufacturing in China uncertain

•   CNBC: Pete Buttigieg sees surge in support from business execs after his strong showing in Iowa

•   CNBC: Trump budget would cut loan program for vehicle production used by Tesla, Ford

•   USA Today: Biden jokingly calls woman a 'lying dog-faced pony soldier' after she asks him about Iowa

•   SCMP: Masked Xi Jinping warns of ‘grim’ fight with coronavirus

•   SCMP: E-commerce firms offer temporary jobs to thousands amid outbreak

•   SCMP: US narrows WTO subsidy list, making it easier to target China

•   SCMP: China’s capital city beefs up residential restrictions amid virus outbreak

•   SCMP: China’s coronavirus stimulus response limited by drop in fiscal revenue

•   SCMP: Province orders relaxation of virus controls hoping life can return to normal

•   매경(P1): 中기업 조업 재개…정상가동은 멀어

•   매경(P1): [단독] 호텔앤에어닷컴 청산 돌입…여행업계 도미노 도산 공포

•   매경(P1): 삼성SDI, 2차전지 소재 중견기업과 합작법인

•   매경: 환불 사태에 감원으로 버티기…여행사 "이대론 3월 못넘긴다"

•   매경: 유통가 초비상…면세점 하루 300억씩 손실

•   매경: 中 불안한 조업재개…"확진자 나오면 또 보름간 공장 닫을판"

•   매경: 두산퓨얼셀, 2년연속 수주 1조 달성

※   두산퓨얼셀: 4/4분기 두산퓨얼셀㈜ 경영실적

•   매경: 무디스, LG화학 장기 신용등급 A3서 Baa1로↓

•   매경: 거세진 脫아시아…주식 투자금 3조 썰물

•   한경: 백화점·면세점 "예정대로 문 연다"…'셧다운 공포' 점차 진정

•   한경: 삼성에 속속 생기는 노조…상생의 획 그을까, 경쟁력에 금만 갈까

•   한경: 中서 부품 긴급 공수했지만…현대·기아차 공장휴업 연장

•   한경: SK하이닉스, 국내 최대 규모 1조600억 회사채 발행한다

•   한경: 두산그룹, 전방위 자금확보…중공업 사업부 매각·메카텍 담보 차입

•   한경: 로봇이 회사 잡일 '척척'…단순 반복업무 줄여주는 'RPA의 진화'

•   서경: LG화학, 배터리 사업 분사 후 IPO 추진

•   서경: 갤S20 흥행에 폴더블폰 대중화까지...두 마리 토끼 노리는 삼성

•   서경: "친노동정책 시간표 내라" 한국노총, 여당 압박

•   서경: [관점]메르스추경 비판했던 文, 코로나추경 꺼내면 '무능정부' 부메랑

•   조선(P1): 트럼프 "11월 대선 전까지 김정은 안만날 것"

•   조선: 삼성, 괜찮아?

•   조선: "5G 시대, 한국·대만 수혜볼 수 있어"

•   조선비즈: [학회장에 듣는다]① 이인호 "文정부 경제학점 C… 기업투자 도와줘야"

•   조선비즈: 5G가 뭐길래… 화웨이 경쟁사 지분까지 매입하겠다는 美

•   중앙: 재건축부담금 10억?…강남 또 폭탄 맞나

•   동아: 中 재고 방출에 마진 폭락… 정유4社 실적 33% ‘뚝’

•   문화: 우한폐렴에… 기업 설비투자 계획, 출발부터 꼬였다

•   문화: “무순위 청약 광풍, 과도한 규제의 부작용”

•   세계(P1): 원자재 조달 어려워… 中企 34% “경영 타격”

•   머니투데이: 中 광둥성 방문 확진자 나왔는데…정부, 입국제한 확대 보류

•   머니투데이: 신종코로나 확산에…삼성·LG 中 ODM도 직격탄

•   머니투데이: 美 주식 팔고 韓 주식 산 외국인, 1월에만 4080억 순매수

•   머니투데이: 치고 올라온 삼바, 재기 노리는 LG화학…'넘버 3' 경쟁 치열

•   파이낸셜뉴스: 코로나에 中 반도체 굴기 ‘주춤’… 삼성·하이닉스 반사이익

•   파이낸셜뉴스: 속타는 철강사… 신종 코로나에 가격 인상 고민

•   파이낸셜뉴스: 현지 밀착형 사회공헌으로 국격 높이는 건설사들

•   아시아경제: 대기업들 '신종 코로나 피해' 협력사 지원

•   이데일리(P1): [업그레이드 소부장]①日장악한 모터, 독자 기술로 만들었으나

•   이데일리: [업그레이드 소부장]②年1조 투입하는데 "나눠먹기식 집행 우려"

•   이데일리: `갤S`아몰레드 10년…삼성D "새 10년 `폴더블·QD`로 연다"

•   연합: 유엔 "亞, 청정에너지 전환 미흡"…韓 신규 석탄발전 상위권

•   연합: 국내 배터리 3사, 글로벌시장 점유율 15%…LG화학 전체 3위

•   뉴스1: [단독]기아차, 코로나 전공장 셧다운에 일일 1520억 상당 피해

•   더벨: ㈜두산·대한항공 회사채, 증권사 PB센터 '불티'

•   비즈니스포스트: 두산밥캣 1주당 600원 현금배당, 두산인프라코어 306억 배당받아

•   아유경제: [아유경제_재개발] 금송구역 재개발, 시공자 선정 ‘청신호’

※   두산건설과 삼호-대림코퍼레이션 컨소시엄이 참여해 입찰이 성사

•   reNews: Coronavirus to 'impact solar supply chain'

•   에너지경제: 중국發 코로나, 천연가스·유가 하락 촉매제…'하락세 지속'

•   KHL: Coronavirus and the construction industry

•   For Construction Pros: 3 Ways Autonomous Robotics Can Benefit Construction Pros

•   건설경제: 올해 RPS 의무공급량 '3140만㎿h'

•   OilPrice.com: OPEC Panel Wants Cuts Extended, Russia Undecided

•   OilPrice.com: Iraq Cuts Output At Oil Field On Gas Emissions

•   MINING.com: Chile’s copper output down in 2019 on declining grades

•   CNET: Motorola Razr review: It's one of my favorite phones, but I won't buy it

•   CNET: Coronavirus jolts tech firms as outbreak spreads: MWC bars some visitors from China

•   CNET: Everything we know about the Galaxy S20 Ultra before Unpacked tomorrow: New colors, 5G guaranteed, $850 price

•   전자신문: [이슈분석] 삼성전자·SK하이닉스, 메모리 투자 시동 건다

•   전자신문: [이슈분석]'脫LCD' 나선 디스플레이, 차세대 먹거리에 투자 집중

•   ZDNet Korea: 갤럭시Z플립, 주름 포착된 실물 사진 유출

•   ZDNet Korea: 갤럭시S20, 20일부터 예약판매…출시는 3월6일

•   Phone Arena: Samsung ambitions: can they reach 2.5 million Galaxy Z Flip sales?

•   Phone Arena: Foldable smartphones may not go mainstream for another few years

※   Strategy Analytics: Foldables to Hit 100 Million by 2025

•   Inside EVs: Glencore To Supply Samsung SDI With Cobalt For 2 Million Battery Packs

•   Inside EVs: Passenger Plug-In EV Car Sales In Europe In Q1-Q4 2019 By Country

•   Inside EVs: Tesla Gigafactory 3 Resumes Production

•   Robotics Tomorrow: Automation - no need to rip and replace

•   Robot Report: Flying robo-taxis face steep climb to public acceptance

•   로봇신문: '일본기재', 3D 레이더 센서 결합 협동 로봇 사업 추진

•   로봇신문: [특집]로봇기업 신년 계획 ④로보티즈

•   Nikkei Asian Review: Coronavirus cases on cruise ship in Japan surge by 60

•   Nikkei Asian Review: Japan earnings outlook worsens as slump sucks in services

•   Nikkei Asian Review: SoftBank Vision Fund: All you need to know in 5 minutes

•   Nikkei Asian Review: Nissan pauses some Japanese production as virus hits supply

•   Nikkei Asian Review: Graying of Japan poised to curb GDP by 25% in 40 years: IMF

•   Economic Times: Solar storage tariff spells trouble for coal

•   Livemint: States’ economic performance has gone south

•   Business Standard: Coronavirus impact: Experts see weakest quarter for global growth since GFC

•   Jakarta Post: Indonesia to follow Russian model to establish sovereign wealth fund

•   Jakarta Post: Downward trend in share prices will not last long: Analysts

•   Jakarta Post: Property developers, banks rush to woo millennial homebuyers

•   Jakarta Post: China virus spread continues to hit Indonesia's tourist sector

•   Viet Nam News: Property market expected to be safer thanks to central bank’s tight credit policy

[Opinions]

•   Project Syndicate(Willem H. Buiter): Is Global Climate Solidarity Impossible?

•   Project Syndicate(Anders Åslund): Putin’s Usual Suspects

•   Project Syndicate(Tony Blair): The Palestinian Dilemma

•   Project Syndicate(Carlos Lopes): Africa Must Choose Renewables Over Coal by Carlos Lopes

•   Project Syndicate(Xiao Qiang): How Xi Jinping’s “Controlocracy” Lost Control

•   Project Syndicate(Zhang Jun): The Coronavirus Will Not Cripple China’s Economy

•   FT(Tony Barber): Merkel’s heir departs and reveals deep problems in German politics

•   FT(Lex): World economy/stocks: Piketty is right

•   FT(Jamil Anderlini): Xi Jinping faces China’s Chernobyl moment

•   FT(Anjana Ahuja): With coronavirus, men are more vulnerable

•   FT(Jim Messina): Winning primaries means mastering the ‘three Ms’

•   FT(Marcos Buscaglia): Democracy is under threat, we must add a D to ESG

•   FT(Ahmed Mehdi, Bassam Fattouh): Iraq’s energy challenges are growing amid geopolitical turmoil

•   NYT(Paul Krugman): How Trump Got Trickled Down

•   NYT(David Leonhardt): The Question All Democrats Need to Ask Themselves

•   NYT(Gabriel Leung): The Urgent Questions Scientists Are Asking About Coronavirus

•   NYT(Jay Carney): Why Bernie Sanders Praised Amazon

•   WP(E.J. Dionne Jr.):The two battles that will define the New Hampshire primary

•   WP(Paul Waldman): Pete Buttigieg is playing with fire — and playing right into Republicans’ hands

•   WP(Alexandra Petri): Biden is the most electable candidate, just not right here or right now

•   WP(Greg Sargent): Why the 2020 primary may still be a really long, hard slog

•   WP(Michael Gerson): Pete Buttigieg’s talent and character may not be enough

•   WP(George T. Conway III): Trump is right. We might have to impeach him again.

•   WP(Nancy Gibbs): Becoming Trump is not the way to defeat him

•   WP(David Byler): The Democratic primary has been a mess. At least New Hampshire is acting normal.

•   WP(Robert Gebelhoff): Q&A with Anthony Fauci: Are we past the point of containment for coronavirus?

•   WP(Eugene Robinson): There is only one question for Democratic primary voters: Who can win?

•   Bloomberg(Noah Smith): Why Ghana Is Africa’s Top Candidate for an Economic Leap

•   Bloomberg(Noah Smith): QE Works. It’s Just Not a Slam-Dunk Recession Stopper.

•   Bloomberg(Brian Chappatta): Fed’s Leveraged-Lending Stress Test Is a Start to Easing Fears

•   Bloomberg(Liam Denning): Our Decadent Energy System Needs Renewal

•   Bloomberg(John Authers): Markets Can Brace for Some Painful Treatment

•   Bloomberg(Therese Raphael): Boris Johnson Wants to Be a Free Trade Grandmaster

•   Bloomberg(Karl W. Smith): Sanders, Warren and the Politics of Grievance

•   Bloomberg(Lionel Laurent): Ireland Brings New Twist to Populism

•   Bloomberg(Jonathan Bernstein): In New Hampshire, a Third-Place Finish Could Still Be a ‘Win’

•   CNBC(Michael Ivanovitch): US economy, asset markets are underpinned by strong growth drivers: Commentary

•   CNN(Theodore S. Rappaport): Think 5G is exciting? Just wait for 6G

•   MarketWatch(Rex Nutting): Trump is coming up short on his promises to restore all the factory and mining jobs

•   한경(최기련): 脫원전 멈추고, 에너지 전략 수정해야

•   문화(사설): 文정부의 황당한 ‘ESS 산업 自害’ 제2 탈원전 범죄다

•   문화(정범진): ‘탈원전 비용 513兆’는 빙산의 일각