Business Intelligence Monitor 200214

(Introduction)

[Markets]

•   Global: Jump in coronavirus cases halts stock rally; dollar gains

※   Hubei province reports 14,840 new cases

※   10-year Treasury yields drop below 1.6%; European yields dip

※   Euro struggles after slumping to near 3-year low

※   Macro 백업표

※   Industry 백업표

•   US: U.S. Borrows for 30 Years at a Lower Cost Than Ever Before

•   한국: 코스피, 관망심리로 사흘만에 하락…2,230대 '턱걸이'

•   한국: LG화학 급가속…현대車 제치고 시총 5위

•   Metals: Copper rises as traders look past rising coronavirus deaths

•   Grains: Soybeans firm, turning up on prospects for Chinese export demand

[Indicators]

•   US Jan. CPI: Drop in Energy Prices Slowed U.S. Inflation in January

•   US Weekly Jobless claims: US weekly jobless claims

•   France Jan. Unemployment rate: French unemployment hits fresh post-crisis low

•   China Jan. Car sales: China Car Sales Plunge to Fresh Depths as Virus Spreads

•   한국 1월 수출입물가: 1월 수출물가 전월대비 0.8%↓…코로나19 영향은 '아직'

•   한국 주간 아파트가격(감정원):강남3구는 잡았지만 풍선효과는 못막았다

•   한국 주간 아파트가격(부동산114):[아파트 시황] 강남3구 하락에도 서울 집값 0.04%↑

•   Japan Jan. WPI: Japan's wholesale prices up 1.7% in Jan. on higher oil prices

•   Mexico Benchmark rate: Mexico Cuts Key Rate for Fifth Time, Flags Economic Weakness

•   Coronavirus: SCMP Live Updates

[News]

•   WSJ: Moderate Democrats Stress Over Crowded Center Lane

•   WSJ: Fed Nominees to Face Questions From Senators

•   WSJ: Republican Senators Raise Concerns Over Shelton’s Fed Candidacy

•   WSJ: China’s Economic Stimulus Faces New Test in Coronavirus

•   WSJ: Oil Demand Expected to Shrink for First Time in Over a Decade

※   IEA: Oil Market Report - February 2020

•   WSJ: Newsletter: Coronavirus Hits Global Oil Demand

•   WSJ: Tesla Raising More Than $2 Billion, Discloses New SEC Inquiry

•   NYT: Coronavirus Cases Seemed to Be Leveling Off. Not Anymore.

•   NYT: William Barr Says He Will Not 'Be Bullied' in Response to Trump's Attacks

•   NYT: In Bipartisan Bid to Restrain Trump, Senate Passes Iran War Powers Resolution

•   NYT: China Expands Mass Coronavirus Roundup; U.S. Reports 15th Case

•   NYT: Build Build Build Build Build Build Build Build Build Build Build Build Build Build

•   NYT: Iran’s Economy Is Bleak. Its Stock Market Is Soaring.

•   WP: Trump seeks to bend the executive branch as part of impeachment vendetta

•   WP: Pentagon to divert $3.8 billion from its budget to build more of Trump’s border barrier

•   WP: U.S. charges China’s Huawei with racketeering and conspiracy to steal U.S. trade secrets in new indictment

•   WP: Economic fallout from China’s coronavirus mounts around the world

•   FT: Billionaire boys’ spat: Trump-Bloomberg Twitter feud

•   FT: Cisco rules out approach for Nokia or Ericsson

•   FT: JCB to cut UK production as virus hits supply chain

•   FT: Brazil’s central bank steps in to shore up its currency

•   FT: Could Scotland return to the EU fold?

•   FT: Global shipping market reels from coronavirus

•   FT: The EU’s battle against China subsidies is being played out in Egypt

•   FT: Nissan posts its biggest loss in a decade

•   FT: John Major warns rushed UK-EU trade deal will be ‘flimsy’

•   FT: Ramaphosa vows to break Eskom hold on S Africa energy

•   FT: Buttigieg faces hometown criticism on race relations

•   FT: Coronavirus hits global tourism industry as Chinese stay home

•   FT: How Brazil swayed towards conservative values under Bolsonaro

•   FT: Data experts battle to map path of coronavirus outbreak

•   FT: Coronavirus outbreak spells trouble for China’s banks

•   Bloomberg: Here’s What It’s Like to Survive the Coronavirus in Wuhan

•   Bloomberg: Japan’s Economy Set for Biggest Hit Since 2014 Ahead of Virus

•   Bloomberg: Japan’s Economy Set for Biggest Hit Since 2014 Ahead of Virus

•   Bloomberg: Climate Change Pushes January 2020 to Hottest in 141 Years

•   Bloomberg: From Diapers to Bricks: A $100 Billion Plastic Waste Challenge

•   Bloomberg: Europe’s Slow Recovery From Factory Slump Hit by Coronavirus

•   Bloomberg: Coronavirus Could Send Italy Into Recession, Official Warns

•   Bloomberg: EU Forecasts Cast Doubt on Johnson’s U.K. Growth Ambitions

•   Bloomberg: Fed to Withdraw More Liquidity Than Expected Amid Funding Calm

•   Bloomberg: China’s Startups on the Ropes After Virus Freezes Funding

•   Bloomberg: U.K. Economic Policy Left in Disarray After Chancellor Resigns

•   Bloomberg: Carney Counts His Luck for Never Taking BOE Into Negative Rates

•   Bloomberg: Climate-Focused ECB Strategy Starts to Find Focus

•   Bloomberg: Trump’s Nafta Rewrite Heads for Its Last Stop — Ottawa

•   Bloomberg: America’s Oil Boom Feels More Like Bust in the Shale Patch

•   Bloomberg: Big Oil Warned Trump Team China Trade Deal Was Unrealistic

•   Bloomberg: Coronavirus Could Infect Two-Thirds of Globe, Research Shows

•   Bloomberg: The Coronavirus’s Effect on Tourism Will Carry Into 2021, Experts Say

•   Reuters: U.S. gives Huawei another 45 days to buy from American suppliers

•   Reuters: Huawei to suffer as coronavirus hammers China phone sales- Counterpoint

※   Counterpoint: China Smartphone Sales to Dramatically Fall in Q1 2020 Under the Shadow of nCoV (Novel Coronavirus) Epidemic

•   Reuters: What spurt in China's cases suggests about coronavirus

•   Reuters: Brazil lawmakers urge Congress to shelve indigenous mining bill

•   Reuters: Trump says a U.S. peace deal with the Taliban is likely

•   Reuters: Brazil's Bolsonaro militarizes his inner Cabinet

•   CNN: Stocks are near record highs, but people are still not investing

•   CNN: Samsung and Apple's war for the high-end smartphone is leading to ridiculous prices

•   CNBC: White House does not have 'high confidence' in China's coronavirus information, official says

•   CNBC: Xiaomi Mi 10 and Mi 10 Pro launch: Specs, price, availabiltiy

•   CNBC: Tesla acknowledges 'health epidemics' as new risk in 2019 10-K

•   CNBC: WHO officials scramble to measure size of coronavirus epidemic: 'How big is the iceberg?'

•   MarketWatch: How Democrats could end up deadlocked on a presidential nominee for the first time in 68 years

•   Fox Business: Affordable home prices around the country are spiking with these cities on top of the boom

•   SCMP: Funding the coronavirus fight: Chinese companies sell US$4.1 billion in bonds to shore up finances as economy falters

•   SCMP: China’s fear of job losses looms large as coronavirus takes toll on economy

•   SCMP: Air pollution chokes Beijing despite coronavirus economic slowdown

•   Global Times: China's deployment of 5G to rebound after coronavirus: experts

•   매경(P1): 기업총수 만난 文 "투자해달라"

•   매경(P1): 롯데 점포 200곳 폐점…`벼랑끝` 유통업

•   매경(P1): "대주주 의결권 제한 3%룰 없애야"

•   매경: 文 "대기업 더 주문할것 없을만큼 잘해"

•   매경: 재계도 `脫코로나` 팔 걷어…이재용 "고용창출 직접 챙기겠다"

•   매경: 대형마트 이익률 0%대 추락…사업전환·축소 쓰나미 몰려오나

•   매경: LG디스플레이, 올레드 다변화…`불황터널` 끝이 보인다

•   매경: MWC 전격 취소…통신업계 "차라리 잘됐다"

•   매경: 동화기업, 헝가리에 2차전지 전해액 제조공장

•   매경: "헝가리 공장은 유럽 전진기지…SK이노 배터리 이정표 세우자"

•   매경: 상장사 이익 30%↑…반도체 빅2 빼도 늘어

•   한경(P1): 집값 확 오른 수·용·성…'규제지역'으로 묶인다

•   한경: 무상복지 '폭주' 막을 브레이크가 없다

•   한경: MWC '코로나' 여파로 33년 만에 취소…비즈니스 미팅 100만 건 증발

•   한경: "한국형 원전 못 믿어"…태클 건 외신들

※   Forbes: How Safe Are The UAE’s Nuclear Power Plants?

•   한경: 코로나 여파…대기업 43% "상반기 공채계획 변경"

•   한경: 공시가 오르니…상한제 아파트 분양가 '들썩'

•   서경(P1): [단독]철도노조 내달 10일 총파업··· 조합비 대폭 올려 실탄마련

•   서경(P1): [이슈앤워치] 脫원전의 역습···원전·신재생 다 놓쳤다

•   서경: "일감 없어" 원전 접는 기업들...中 저가공세에 태양광도 '속 빈 강정'

•   서경: 韓에 기술력 뒤진 日...선박 건조 접을 위기

•   서경: 삼성 국내용 플래그십 스마트폰에 자사 AP 안쓴다

•   서경: "갤럭시Z플립, 최적의 손맛 위해 0.1㎜까지 다듬었죠"

•   조선(P1): "대통령도 손못대는 아르헨 勞組마피아… 이민갑니다"

•   조선: "좌파정권, 나라는 거덜내도 내 냉장고는 꽉꽉 채워준다"

•   조선: 정치권, 1940년대부터 노조와 결탁… 10년간 최저임금 321% 올려

•   조선: 부패혐의로 검찰 기소된 前대통령, 그런데도 선거 이겨 부통령으로

•   조선비즈: 기관은 6兆 팔고 개미는 5兆 사고… 왜 정반대로 갈까요

•   IT조선: 바스프도 전기차 배터리 소재 공급 확대

•   중앙: 영화 -34% 숙박 -21% 열차 -35%…앱으로 확인된 소비 한파

•   중앙: [글로벌 인터뷰] “어떤 국가도 재분배만으로 번영을 누린 사례는 없다”

•   중앙: “신산업·혁신 억누르면 한국경제 점점 둔해질 것”

•   동아: 맥주→중공업→로봇-연료전지… 124년간 이어진 ‘변화 DNA’

•   문화(P1): 기업 ‘코로나 쇼크’… 대한항공 38.7% ↓ 현대제철 74.5% ↓

•   문화: <‘신종 코로나’ 비상>“한국이 가장 큰 충격”… 기업실적 ‘전방위 곤두박질’

•   문화: < What >‘플라잉 카’ 시속 290㎞로 100㎞까지… 8년후 하늘 달린다

•   문화: < What >車속 침대에 누워 이동중 휴식… VR 안경쓰고 가상 비행도

•   문화: “정부의 재정일자리 예산 2년만에 41.5% 폭증”

•   문화: 화면 2개 분할 ‘플렉스 모드’ 유용… 사진 촬영·구도 조작 동시에 실행

•   문화: LCD·OLED 공정 적용… 차세대 디스플레이기술

•   한국(P1): 美, 사드 발사대 수도권 전진배치 가능성

•   머니투데이: "개통행사도 취소"…갤럭시S20 흥행 '코로나19'가 발목 잡나

•   머니투데이: 전문가들 "서울 집값, 올해 안에 다시 오른다"

•   머니투데이: 삼성 3시간만에 이재용 프로포폴 의혹 '강력 반박'…배경은?

•   머니투데이: 테슬라 효과로 뜬 한국 배터리 3인방, "글로벌 전기차 잡아라"

•   머니투데이: "현대백화점면세점 동대문점, 그대로 개장하나요?"

•   머니투데이: '재고 정리' 10만원대 갤럭시S10+ 지금 살까?

•   머니투데이: 막무가내 건설노조에도 신고는 0건…현장은 속수무책

•   헤럴드경제: 유엔 “北 ‘코로나19 감염없다’ 주장 안믿어”

•   헤럴드경제: 롯데건설 ‘수목·비탈균열’ 드론 관리 추진

•   파이낸셜뉴스(P1): 中 공장 다시 도는데..톈진만 "문열지 말라" [코로나19 비상]

•   파이낸셜뉴스: 洪 부총리 "코로나19, 메르스보다 경제영향 커… 다음주 수출지원책 발표"

•   아시아경제(P1): [단독]상장사 3곳 중 1곳은 한계기업

•   아시아경제: 中 이어 동남아 하늘길도 줄었다…확산되는 항공수요 위축

•   연합: 한국형 선진 가스터빈 개발 추진…"미독일 선점 시장 공략"

※   산업부: 민관, 한국형 가스터빈 개발 및 사업화 본격 추진키로

•   연합: 두산밥캣 작년 영업이익 4천770억원…전년보다 3.9% 늘어

※   두산밥캣: 2019년 4분기 기업설명회

•   연합: 두산인프라코어 작년 영업이익 8천404억원…전년보다 0.9% 감소

※   두산인프라코어: 2019년 4분기 기업설명회

•   뉴시스: "리튬이온 배터리, 10년 새 17배 성장 전망"…전기차 주도

•   뉴스핌: [리포트 브리핑]두산솔루스, '4Q19 Review : 부문별 성장세 지속' 목표가 32,000원 - 하나금융투자

•   뉴스핌: [리포트 브리핑]두산솔루스, '명백한 성장의 신호들!' 목표가 31,000원 - NH투자증권

•   뉴스핌: [리포트 브리핑]두산솔루스, '2020년 전 사업부 고른 성장' Not Rated - 키움증권

•   뉴스핌: 중국 건설현장 올스톱 장기화...국내도 '아슬아슬'

•   뉴스핌: 삼성SDI '맹추격' vs LG화학 '철벽 수성'…올해 배터리 경쟁 승자는?

•   뉴스토마토: 두산건설 지난해 영업익 810억…흑자전환

•   이투데이: "배터리 핵심소재는 보장된 성공"…공장부터 광산까지 '투자 러쉬'

•   데일리안: 스마트폰 배터리, 듀얼 넘어 플렉서블로 도입은 언제쯤?

•   CEO스코어데일리: "소재는 中에 밀리는데"…한화솔루션 ‘알짜 사업’ 태양광 괜찮을까

•   부산MBC: 2천억첨단시설 '서로 내것 아냐'.무슨일?

•   부산MBC: '정책실패'로 날린 시민 혈세는 또 얼마?

•   부산MBC: 가격이 관건..정상화 '산넘어 산'

•   reNews: Hydrogen association formed in Asia-Pacific

•   Renewables Now: Africa, Middle East install 894 MW of wind power in 2019 - GWEC

•   에너지데일리: '수소모빌리티+쇼', 당초 계획대로 3월 18일 개막

•   가스신문: SOFC산업화포럼, 건물용 연료전지 기업 결집 - 한국가스신문

•   KHL: Komatsu presents new MR-5 mini excavators

•   Equipment Journal: Hyundai CE to introduce new loaders and excavators at ConExpo

•   Industrial Vehicle Technology: Doosan lines up innovations for ConExpo

•   건설경제: ‘10조+α’ 신규 민자사업 발굴 본격화

※   기재부: 20년 제2차 민간투자활성화 추진 협의회 개최

•   OilPrice.com: The UK Needs To Invest $62 Billion In Wind Turbines To Reach Energy Target

•   OilPrice.com: Saudi Arabia And Kuwait Are Finally Ready To Restart Their 500,000 Bpd Oilfields

•   OilPrice.com: Coronavirus Forces Qatar To Reroute Oil And Gas

•   OilPrice.com: The World’s Newest Nation Has Been Covering Up Its Oil Pollution

•   OilPrice.com: Oil Giant Cuts 2020 Budget By 11% As Prices Bite

•   OilPrice.com: Russian Oil Firms More Eager To Extend Than To Deepen Output Cuts

•   MIT News: “Sensorized” skin helps soft robots find their bearings

•   MIT News: Maintaining the equipment that powers our world

•   MIT Technology Review: Japan should launch a digital yen to counter China’s digital currency, say lawmakers

•   MIT Technology Review: Boston Dynamics’ dog robot Spot is going to patrol an oil rig in Norway

•   전자신문: [코로나19] '세계의 공장' 中 멈추니…LCD 가격 최대 5% 상승 전망 '요동'

•   전자신문: 삼성전자·현대차도 '주총 전자투표' 재계 전반 빠르게 확산

•   전자신문: 석탄·원전, 투자 매력 잃었다

•   전자신문: 벽화 그리는 로봇, 국내외 도색·도장시장 접수

•   전자신문: 비에이에너지, 인도 태양광 발전소 ESS 시장 진출

•   ZDNet Korea: '폰이야 디카야?'…역대급 카메라 '갤럭시S20' 써보니

•   디지털데일리: GSMA, 코로나19 탓 ‘MWC2020’ 취소…‘IFA2020’ 수혜 입나

•   Phone Arena: Samsung Galaxy S series evolution

•   Inside EVs: Electric Vehicles Are The Most Anticipated 2020 Cars In 12 States

•   Robotics Business Review: Orders of robots in North America up in 2019, but revenues decreased

•   Robot Report: The Robot Report February 2020 issue on end-of-arm tooling

•   로봇신문: 한국프로야구, 로봇심판 도입 추진

•   로봇신문: 중국 상하이 길거리서 마스크 안쓰면 '로봇'이 적발

•   헬로티: 인텔, 위로 겹겹이 쌓는 ‘포레로스 3D’ 패키징 기술 '레이크필드'에 첫 적용

•   Nikkei Asian Review: Asian tourism capitals sweat over Chinese travel drought

•   Nikkei Asian Review: Contagion fears force cancellation of trade fairs across Asia

•   Nikkei Asian Review: Japan fears outbreak as virus sickens people with no China link

•   Nikkei Asian Review: Vietnam locks down Son Loi district near Hanoi for 20 days

•   Nikkei Asian Review: SoftBank failures show it is time to break up Japan's conglomerates

•   Nikkei Asian Review: Coronavirus casts shadow over Nissan's earnings outlook

•   Nikkei Asian Review: China calls on foreigners to drain $1.5tn bad-debt swamp

•   Japan Times: China mulls delaying annual legislative meeting amid virus spread, sources say

•   Economic Times: Urgent need for more ambitious structural and financial sector reform measures in India: IMF

※   IMF: Looking Ahead: India in a Changing World

•   Economic Times: Coronavirus outbreak in China disrupting global tech sector: S&P

•   Business Standard: No customs duty on imported solar cells and modules, says ministry

•   Jakarta Post: Omnibus bills submitted to House, public remains in dark

•   Jakarta Post: Key points of labor reform in omnibus bill on job creation: What we know so far

•   Jakarta Post: Govt mulls incentives as tourism faces potential $2.8b loss from outbreak

•   Viet Nam News: VN might not reach GDP growth target in 2020 due to COVID-19 outbreak: ministry

•   Myanmar Times: Myanmar takes steps to improve trade strategies

[Opinions]

•   Project Syndicate(Nina L. Khrushcheva): Comrade Trump

•   Project Syndicate(Yu Yongding): China’s Economic Fight Against the Coronavirus

•   Project Syndicate(Laura Tyson, Lenny Mendonca): California Capitalism

•   Project Syndicate(Huang Yiping): China’s Digital Revolution in Bank Lending

•   Project Syndicate(Cobus van Staden): Trump’s Travel Ban Benefits Only China

•   FT(Martin Wolf): Boris Johnson’s promise to ‘level up’ hard to keep

•   FT(Philip Stephens): Europe must embrace a new way of politics

•   FT(Robert Shrimsley): Johnson has backed Cummings over Javid — and there will be a cost

•   FT(Gillian Tett): Wall Street is trying to catch up on climate change

•   FT(Edward Luce): The establishment’s dangerous habit of crying wolf

•   FT(Martin Sandbu): Isabel Schnabel’s welcome defence of the ECB

•   FT(Martin Sandbu): The bigger lessons of the coronavirus shock

•   FT(Lex): Cisco: hardware, hard truths

•   FT(Editorial Board): Big Oil is facing an existential struggle

•   FT(Jason Mitchell): Is greenwashing a necessary evil?

•   FT(Katie Martin): The light at the end of the equity tunnel could yet be a train

•   WSJ(Daniel Henninger): The Incompetence Party

•   WSJ(Karl Rove): Can Biden and Warren Survive?

•   WSJ(Vivek Ramaswamy): The ‘Stakeholders’ vs. the People

•   NYT(Paul Krugman): Bernie Sanders Isn’t a Socialist

•   NYT(Ross Douthat, Michelle Goldberg, David Leonhardt): Are We Headed for a Bernie Sweep?

•   NYT(Charles M. Blow): The Notorious Michael R. Bloomberg

•   WP(Jennifer Rubin): Elizabeth Warren’s message is now muddled

•   WP(Josh Rogin): The U.S. and Europe are headed for a showdown on China in Munich

•   WP(Marc A. Thiessen): How a Biden collapse could benefit Sanders

•   WP(Hugh Hewitt): Donald Trump vs. Bernie Sanders: The 2020 matchup Americans want

•   WP(Molly Roberts): Elizabeth Warren’s losing primary plan

•   Bloomberg(Daniel Moss): In the Coronavirus Era, 'We Don't Know' Is Defensible

•   Bloomberg(David Fickling): The World Is Conspiring to Make Gas Cheaper

•   Bloomberg(Conor Sen): Trump’s Rosy Economic Growth Forecast Isn’t Crazy

•   Bloomberg(Noah Smith): 'Parasite' Oscars Say a Lot About South Korea

•   Bloomberg(Andy Mukherjee): Three Risks for Banking in the Time of Coronavirus

•   Bloomberg(Liam Denning): How to Bring BP's Climate Vision Into Focus

•   Bloomberg(John Authers): Now We Can Say the Eurozone Crisis Is Finally Over

•   Bloomberg(Therese Raphael): With Javid's Departure, Boris Johnson Really Has Seized Control

•   Bloomberg(Lionel Laurent): Brexit Hardball Is Bad for the City of London

•   Bloomberg(Andreas Kluth): Will the Man in the Funny Hat Replace Angela Merkel?

•   Bloomberg(Tim Culpan): China’s Coronavirus Is Bringing Alibaba to Its Knees

•   Bloomberg(Mark Gongloff): Stop Coronavirus? We Can Barely Even Diagnose It

•   Bloomberg(Jared Dillian): The Middle Class Doesn't Need More Tax Relief

•   Bloomberg(Chris Bryant): Airbus and Boeing Have Both Forgotten How to Make Money

•   MarketWatch(Zach Mottl): ABCs of trade: If it can’t be made in America, it should be made anywhere but China

•   MarketWatch(Therese Poletti): Cisco’s customers are still on ‘pause’ amid coronavirus scare and layoffs

•   조선(사설): 포퓰리즘이 파괴하는 폴란드, 한국 모습 보는 듯