Business Intelligence Monitor 200219

(Introduction)

[Markets]

•   Global: Stocks slide on Apple's virus warning, euro near three-year low

※   Apple will miss quarterly revenue target due to coronavirus

※   Euro near three-year low after bleak German ZEW survey

※   Oil rebounds on Libya output concerns

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피, 코로나19 우려에 급락…2,200대로 후퇴

•   Metals: Copper dips as inventory build raises fears of excess supply

•   Grains: U.S. wheat futures rally, pull corn higher; soybeans weaken

[Indicators]

•   US Feb. Empire State manufacturing index: New York manufacturing hits highest level in nine months

•   Germany Feb. ZEW Economic Sentiment Index: Coronavirus impact causes sentiment to darken in Germany

•   UK Dec. Employment: Wage growth slows despite robust labour market

•   Coronavirus: SCMP Live Updates

[News]

•   WSJ: Sanders Leads Democratic Primary Field, WSJ/NBC News Poll Finds

•   WSJ: Amid Coronavirus, the World Closes Its Doors to China: ‘I Feel So Isolated’

•   WSJ: Canada Loosens Mortgage-Financing Rules

•   WSJ: Newsletter: Coronavirus Constrains iPhone Production

•   WSJ: Coronavirus Exposes Businesses’ Dependency on China

•   WSJ: Unhappy With South Korea’s Stance on the North, Defectors Use Elections to Push a Tougher Line

•   WSJ: HSBC Plans to Cut 35,000 Jobs, $100 Billion of Assets

•   NYT: Huawei Is Winning the Argument in Europe, as the U.S. Fumbles to Develop Alternatives

•   NYT: Trump Contradicts Advisers on China Technology Fears

•   NYT: Michael Bloomberg Surges in Poll and Qualifies for Democratic Debate in Las Vegas

•   NYT: In Coronavirus Fight, China Sidelines an Ally: Its Own People

•   NYT: Michael Bloomberg Leans Left With Plan to Rein In Wall Street

•   NYT: Walmart Says It’s Not Lowering Forecast Because of Coronavirus

•   NYT: Pessimistic Outlook in Russia Slows Investment, and the Economy

•   WP: Trump grants clemency to ex-governor Rod Blagojevich and financier Michael Milken

•   FT: Coronavirus hits return to work at Apple’s biggest iPhone plant

•   FT: Alphabet shuts down power kites moonshot project

•   FT: Macron launches campaign against political Islam

•   FT: Coronavirus: should we panic?

•   FT: Tesla’s German ‘gigafactory’ stalled by environmental objections

•   FT: Merkel pressed to step down early to ease CDU crisis

•   FT: Hardliners battle for Tehran votes in Iran poll

•   FT: African growth set to suffer as virus cuts demand

•   FT: Healthcare reform gives Sanders a headache in Nevada

•   FT: EU nations prepare tougher conditions on Brexit trade talks

•   FT: Profit warnings hit record in Germany

•   FT: Johnson’s Brexit goals are independence and power

•   FT: New Nissan boss signals pay cuts and deeper restructuring

•   FT: Hunt for yield makes havens of Italy and Greece

•   FT: How the UK’s new chancellor can open the spending taps

•   FT: Brexit visa changes to hit sectors in need of low-skilled labour

•   FT: Abenomics on trial as Japan teeters on brink of recession

•   FT: Hydrogen energy projects win £30m of UK government funding

•   FT: Germany’s minimum wage boosted productivity

•   FT: Climate change: will insurers pick up the bill?

•   Bloomberg: Out of The Virus Ship and Back In Quarantine for Many on Cruiser

•   Bloomberg: Coronavirus Outcomes Range From Pandemic to a New Flu, Experts Say

•   Bloomberg: China Ramps Up Virus Propaganda, And Stirs Even More Outrage

•   Bloomberg: Hong Kong Is Heading for Its First Back-to-Back Recessions on Record

•   Bloomberg: Trump Raises Doubts Over India Trade Deal Ahead of Visit

•   Bloomberg: Risk Premiums on Asia Dollar Bonds Keep Dropping Despite Virus

•   Bloomberg: Shift to Cleaner Power Sparks Landmark Green Bond Sale in Japan

•   Bloomberg: Here’s How the EU Could Tax Carbon Around the World

•   Bloomberg: Climate Change Is Squeezing Glencore’s Coal Business

•   Bloomberg: Glencore Sees Carbon Emissions Falling as Coal Mines Fade Away

•   Bloomberg: Pressure Rises to Cut Poland Off From Billions in EU Green Cash

•   Bloomberg: How Fast Can China’s Economy Bounce Back from Virus Lockdown

•   Bloomberg: Foreign Holdings of U.S. Treasuries Grow for a Third Year

•   Bloomberg: Putin Wants to Start Spending Again. Here’s How He’ll Do It

•   Bloomberg: Boris Johnson’s 570 Billion Reasons for Wanting an EU Trade Deal

•   Bloomberg: Mexico’s Finance Chief Confident of 2020 Economy Turnaround

•   Bloomberg: Fed Doesn’t Want Another Repo Crisis, But Treasury Isn’t Helping

•   Bloomberg: Most Economists See Virus Pushing Japan Into Recession: Survey

•   Bloomberg: EU Says Johnson Will Be Blamed If Brexit Wrecks Trade with U.K.

•   Bloomberg: When Will the Coronavirus Outbreak End? Experts Give Predictions

•   Bloomberg: Top Miner BHP's Vision of The Future Looks A Lot Like The Past

•   Bloomberg: Argentina Pockets $35 Billion Windfall After Accounting Change

•   Bloomberg: The Key Charts to See China’s Struggle to Get Back to Work

•   Reuters: China to grant tariff exemptions on 696 U.S. goods to support purchases

•   Reuters: China regulator says coronavirus impact on industries to show in Feb.

•   Reuters: Exclusive: Tesla in talks to use CATL's cobalt-free batteries in China-made cars - sources

•   Reuters: Chile says copper price to recover soon from coronavirus impact: mining minister

•   Reuters: China's copper imports and aluminium consumption to drop again in 2020 -Antaike

•   Reuters: U.S. blacklists unit of Russian oil giant to hurt Venezuela's Maduro

•   Reuters: India may give reprieve to solar projects delayed by coronavirus fallout

•   CNN: Trump makes empty slams on Obama economyPolitics

•   CNN: Apple's coronavirus warning just shaved $34 billion off its stock market value

•   CNBC: Coronavirus is more fatal in men than women, major study suggests

•   CNBC: EU will look closer at smaller acquisitions made by big tech firms

•   MarketWatch: Here’s the reason Americans are saving so much of their income

•   AP: China virus outbreak chilling recovery for Asian economies

•   SCMP: China-Japan relations show further signs of thaw amid virus support

•   SCMP: China faces back to work concerns as firms report coronavirus infections

•   SCMP: Rare coronavirus cases can have unusually long incubation period

•   SCMP: China may ‘adjust’ 2020 growth target due to coronavirus

•   SCMP: Coronavirus slows return of China’s migrant workers

•   Global Times: It is naive to expect Chinese economy to collapse

•   Global Times: Vietnam’s GDP growth to suffer a blow from coronavirus: economist

•   Global Times: China to manage reasonable growth despite virus

•   Global Times: Housing market seeks solid standing despite virus

•   매경(P1): 수원 집값도 묶는다…LTV 50%로 부동산규제 유력

•   매경: 혼선 끝에 19번째 대책…규제지역 넓힌다

•   매경: "수용성이 12억? 이 돈이면 보태서 강남입성"

•   매경(P1): 文 "비상경제 시국…모든 수단 동원"

•   매경(P1): 수출진작·내수부양 특단대책 예고…文, 추경도 압박

•   매경(P1): [단독] 회계감사 비용 50% 급증…상장사 부담가중에 반발 확산

•   매경: 불황·불매에 `불안`도 덮쳐…"오늘까지만 영업합니다"

•   매경: 타다 운명, 19일 법정서 판가름…IT총수들 줄줄이 `수난시대`

•   매경: [매경이 만난 사람] 주한미국상공회의소 이사회 제프리 존스 회장

•   매경: 현대차그룹·현대건설기계 수소연료전지 굴착기 만든다

•   매경: 美 퀄컴 5G 모뎀칩 삼성전자가 만든다

•   한경(P1): 정책 '도구' 된 국민연금…노후가 불안하다

•   한경(P1): 대졸 1년차 연봉 2852만원 vs 3975만원

•   한경: "힘있는 사외이사 모십니다"…올 주총 앞두고 검찰·국세청 등 권력기관 출신 몸값 '高高'

•   한경: 코로나發 '셧다운' 지속…현대차 공장 또 스톱, 기아차도 휴업 연장

•   한경: 한국, 中중간재 수입 세계 2위…사태 장기화 땐 전자·화학·철강 '직격탄'

•   한경: "간이과세 기준 年 1억으로 확대"

•   한경: 권태신 부회장 "프랑스 경제 살린 마크롱式 개혁, 한국에도 절실"

•   한경: "정부, 연금 재정 안정성 가볍게 봐…미래세대 부담만 더 키울 것"

•   한경: '나라 곳간' 비어가는데…지자체 기초연금까지 더 보태준다

•   한경: 해외 기관들, 韓 성장 전망 줄하향…"최악땐 0.5%"

•   한경: 벌점제 개편…건설사 대부분 '선분양 제한 대상' 반발

•   서경(P1): [단독]전자주총 도입 10년...투표율 고작 1%

•   서경(P1): [단독] 탈원전 직격탄 두산重, 2,600명 대상 명퇴 받는다

•   서경: 두산重 발전사업 수주 끊겨···협력업체도 고사 위기

•   서경: SK하이닉스, 對中매출 4배 늘었는데...제재 장기화땐 직격탄

•   서경: 실탄 352조 쌓아둔 삼성전자, 시스템 반도체 M&A 나설까

•   서경: 전자주총 상장사 절반이 도입했지만···소액주주 외면에 '유명무실'

•   서경: 주담대 금리 떨어졌는데...소비자엔 '그림의 떡'?

•   서경: 현대차, 中판매 반토막···C공포에 떤다

•   서경: 적수없는 갤S20·Z플립..."올봄 삼성 독무대"

•   서경: [영상]전세계 ‘완판폰’ 갤Z플립 이렇게 만든다...“접고 세우고 꼼꼼하게”

•   조선(P1): 고열 후 일주일 활보, 공포의 31번

•   조선: 69원 vs 56원… 한수원의 월성1호 고무줄 전력단가

•   조선: 대통령 한마디에… 與 "부처, 필요 액수 써내라"

•   조선: 2㎏이상 중형 드론, 내년부터 신고 의무화

•   조선: 칼 빼든 국민연금… 56社 "우리 지금 떨고있니"

•   조선비즈: 中 스마트폰 주춤한 사이 몰아치는 삼성… 세번째 폴더블폰 출시 준비

•   조선비즈: 카메라부품업계, 갤럭시 ‘괴물 카메라’에 부푼 꿈... 매출 1조 클럽 진입 늘듯

•   조선비즈: 중계동·봉천동·독산동도 10억 찍었다

•   중앙: 스마트폰·LCD·반도체까지…글로벌 IT, 코로나19에 골병 든다

•   동아(P1): 민원 1위는 ‘아파트’… “총선 공약의 승부처”

•   동아: 中시장 한국기업 점유율 2015년이후 계속 떨어져

•   동아: 5층~19층 사무실 어디든 내 자리… 안마-VR게임방서 휴식

•   문화: 코로나 장기화땐 ‘L자형 침체’ 불가피…‘2%’도 힘들어진다

•   문화: “클수록 잘 팔려”… 차량용 디스플레이 대형화 바람

•   한국(P1): 총리ㆍ감사원장 의기투합, 공직사회 ‘감사 포비아’ 걷어낸다

•   경향(P1): “기술변화, 기회와 위협을 구분하자”…‘산업 4.0’ 대하는 독일 노조의 자세 [녹아내리는 노동]

•   머니투데이: "'원자력 수소' 없이는 '그린수소' 시대 공염불"

•   머니투데이: 발 묶인 中농민공 2.2억명, 한국 산업 목줄 죈다

•   머니투데이: 강경화 "韓美 방위비협상 타결 공감..美 숫자 조정 전망"

•   머니투데이: 올해도 의결권 문제, 전자투표도 해결책 안 된다

•   머니투데이: '코로나19' 脫중국 기폭제?…中企, 동남아 이전 모색

•   머니투데이: 태양광 '셧다운'에 풍력발전은 '미풍'…신재생은 사상누각?

•   헤럴드경제: 한은, 올 성장률 2.3% 고수할까?

•   헤럴드경제: 삼성 vs 애플, 3분기 ‘5G 전쟁’

•   헤럴드경제: 삼성 10.2%↑ 롯데 10.2%↓…엇갈리는 10대그룹 시총

•   파이낸셜뉴스(P1): '중국發 쇼크' 완성차업계 2兆 생산손실

•   파이낸셜뉴스(P1): 집값보단 표심? 정부, 수용성 규제 오락가락

•   파이낸셜뉴스: 주택시장 규제 강화...은행권 눈은 '채권'으로

•   파이낸셜뉴스: LG OLED TV 대세화 전략, 中공장 패널 공급이 관건

•   파이낸셜뉴스: "배터리시장 10년내 20배 성장"… 전기차 관련 기업, 투자 경쟁

•   파이낸셜뉴스: 국내 완성차 발목잡는 中 와이어링 하니스

•   파이낸셜뉴스: 쿼드카메라 갖춘 실속형 스마트폰.. LG전자 K시리즈 중남미·유럽 공략

•   파이낸셜뉴스: 印시장 1위 재탈환… 갤럭시 M시리즈 출격

•   파이낸셜뉴스: [fn팩트체크] 따뜻한 봄되면 '코로나19'도 소강상태 될까?

•   아시아경제: 韓 10년 늦은 '배터리 뒷북정책'

•   아시아경제: 갤럭시S20로 '달 사진 찍기' 놀이 유행…"DSLR 안부럽다"

•   아시아경제: "서울 집값 떨어진다"…부동산 지표들 이구동성

•   이데일리: 반도체 호황에 경기서 걷은 법인세 3년새 '9.2조→21조' 급증

•   이데일리: “갤럭시Z플립 톰브라운 에디션, 문의전화 하루에도 1000통씩”

•   연합: "AI로 北문헌 분석해보니…김정은 체제들어 개방 대비 기초연구"

•   뉴시스: 산업부 "체코·폴란드 원전 수주 지원…고위급 면담 추진"

•   뉴시스: "석탄화력발전소 폐쇄 안 하면 4210명 조기 사망"

•   뉴스1: '글로벌 친환경' 기업에 삼성SDI·LG화학 등 韓 7곳 선정

※   이 외에 보고서에 이름을 올린 한국 기업은 Δ두산(115위) Δ삼성전기(128위) ΔLG이노택(130위) Δ두산중공업(142위) ΔLS(193위) 등

•   이투데이: “규모의 경제 갖춰라” 2차전지 소재社, 단가 낮추기 전쟁

•   이투뉴스: "재생에너지 환경성·수용성 확보 위한 제도적 절차 필요"

•   더벨: 서희건설, 대형사 등쌀에 따놓은 도시정비사업 위태

※   두산건설의 경우 기존 시공사 지위가 해제되는 수모를 겪었음에도 변경된 사업방식을 받아들이고 재입찰에 나선다는 입장

•   더벨: 두산건설, '위축된' IR의 이유는

•   더벨: 두산중공업, CEO보다 자사주 더 보유한 최형희

•   더벨: 자금 조달 전략 바꾼 두산인프라코어 고석범 부사장

•   아시아투데이: LG화학-SK이노 ‘배터리 소송’에도 투자전략 그대로… 합의 가능성·장기적 협력 여지도

•   CEO스코어데일리: 발전 6개사, 신재생에너지 의무공급량 3년새 71% ‘껑충’

•   오마이뉴스: 두산중공업, 대규모 명예퇴직 시행... 노조 "저지 투쟁"

•   스포티비뉴스: '프로포폴 불법투약 의혹' 하정우 측 "불법약물 없었다…수사 적극 협조"[전문]

※   하정우에게 병원을 소개해 준 채 전대표, 두산그룹 3세도 수사 대상이라고 덧붙였다.

•   reNews: Vestas retains crown as turbine titan

•   reNews: Berlin to push for EU offshore strategy

•   reNews: Grid sector ‘faces barriers to digitalisation’

•   reNews: Renewables groups demand EU Green Deal clarity

•   에너지데일리: 한전 전력연, 지멘스와 가스터빈 국제공동연구 진행한다

•   에너지데일리: "기후변화, 우리나라 정부·기업 소극적으로 대응하고 있다"

※   국회입법조사처: 기후변화 대응을 위한 온실가스 감축 논의 현황과 시사점

•   For Construction Pros: More than 40% of Contractors Report Scheduling Problems Impact Projects Daily

•   건설경제: 삼성물산, 1.1조 UAE 복합화력발전소 공사 수주

•   MINING.com: BHP profits surge 39% — declares 2nd highest dividend on record

•   CNET: Meet Qualcomm's X60, the modem that will power 5G phones in 2021

•   CNET: The Galaxy Z Flip and Motorola Razr broke on the first try in our drop test

•   CNET: iPhone 12: What we *really* want

•   CNET: Apple's budget iPhone could face delay due to coronavirus

•   CNET: Foldable, shmoldable: Leaked images show a concept phone with a slide-out screen

•   전자신문(P1): 농협, 미래형 점포로…AI 로봇이 고객 얼굴만 보고 맞춤 금융서비스

•   전자신문: [이슈분석]친환경 규제 강화에 전기차 485종...본격 경쟁 판 깔렸다

•   전자신문: [이슈분석] 보조금 축소에 낮은 구매전환율...대중화 걸림돌은 남았다

•   전자신문: 中 공장 재가동에도...산업계 전반 '코로나19 후유증' 남아

•   전자신문: '2020 한국전자제조산업전(EMK 2020)', 5월 27~29일 코엑스 개최

•   디지털데일리: 반도체 업계 실적에서 드러난 TSMC 영향력

•   블로터: "3월31일 나온다" 아이폰SE2 루머 정리

•   Phone Arena: Foldable display breaking saga continues: Moto Razr’s turn

•   Phone Arena: Coronavirus outbreak will hurt all major smartphone vendors except Samsung... for now

•   Phone Arena: Here's why Galaxy Z Flip's folding glass display cover is still protected by a plastic film

•   Phone Arena: Will Oppo's new phone beat the Galaxy S20's zoom?

•   Inside EVs: VW To Provide Financial Incentives To Dealers To Push EV Adoption

•   Inside EVs: Global Passenger xEV Battery Capacity Deployment In 2019: 95.6 GWh

•   Robotics Business Review: Webinar: Leveraging AI to maximize collaborative robot efficiency – March 17

•   Robotics Tomorrow: Aerial Drones And Launch Of Novel Technologies Opens New Opportunities For Autonomous Last-Mile Delivery

•   Robot Report: Watch Spot robot pull Adam Savage in rickshaw

•   로봇신문: '구리' 재료 활용해 3D프린팅 가능해진다

•   물류신문: Part 1. '더 빠르고 정확' 생존을 위한 물류창고의 무한변신

•   물류신문: Part 2. 인문사회학적 키워드로 본 물류창고의 트렌드 변화

•   물류신문: Part 3. 바뀌고 있는 물류창고의 ‘공간’ 개념

•   Nikkei Asian Review: Plastic batteries that won't catch fire set for mass production

•   Nikkei Asian Review: As bushfires burn, Australia still debates science of climate change

•   Mainichi: Japanese firms shifting to teleworking amid coronavirus outbreak

•   Economic Times: Foreign direct investment into India may see greater scrutiny

•   Business Standard: No reason to doubt govt will meet fiscal deficit targets: RBI Guv backs FM

•   Hindustan Times: ‘Some measures soon’: Finance Minister Nirmala Sitharaman reviews coronavirus impact on industry

•   Hindustan Times: Indians to get average 9.1% salary hike in 2020, lowest in a decade: Report

•   Jakarta Post: Foreign investment rules may be issued before omnibus laws: Senior minister

•   Jakarta Post: ‘Authorities will not be taken away’: Government dismisses concerns over sweeping omnibus bill

•   Jakarta Post: Trade balance on rocky road this year as coronavirus risks loom

•   Viet Nam News: Cement demand forecast to climb 4-5% this year

•   Taiwan News: Apple moving production from China to Taiwan due to Wuhan coronavirus

[Opinions]

•   Project Syndicate(Shlomo Ben-Ami): The Paradigm Shift on Palestine

•   Project Syndicate(Anne O. Krueger): Trump’s “Currency Manipulation” Con

•   Project Syndicate(Mohamed A. El-Erian): Adapting to a Fast-Forward World

•   FT(Martin Wolf): Last chance for the climate transition

•   FT(Kristalina Georgieva): IMF chief: we are rethinking our advice to emerging markets

•   FT(David Gardner): Iran’s hardliners face a legitimacy problem

•   FT(Lex): Glencore: old king coal

•   FT(Izabella Kaminska): Carmakers struggle to plan for an autonomous future

•   FT(Leo Lewis): Why the Japanese stock market is like a toxic blowfish

•   FT(Charles Parton): What the coronavirus crisis tells us about Chinese governance

•   FT(Michal Meidan): Coronavirus gives China get-out clause for buying US energy

•   FT(Guy Stear): Drama in corporate bonds is closer than you think

•   NYT(Laurel Miller): Will the U.S.-Taliban Deal End the War?

•   NYT(John Allen Paulos): We’re Reading the Coronavirus Numbers Wrong

•   NYT(Jamelle Bouie): The Trumpian Liberalism of Michael Bloomberg

•   NYT(Mark Sanford): Why Do My Fellow Republicans Make Excuses for Trump’s Deficits?

•   WP(Jennifer Rubin): The next Democratic debate just got a lot more interesting

•   WP(Jennifer Rubin): Bernie Sanders and Mike Bloomberg are both right. The other guy’s got issues.

•   WP(David Von Drehle): Why is Mike Bloomberg joining the debate? Because he might win it.

•   WP(Eugene Robinson): Democratic candidates are doing Trump’s job for him

•   WP(Paul Waldman): Why Trump can’t stop talking about Obama

•   WP(Josh Rogin): Trump’s peace deal with the Taliban raises questions with Congress

•   WP(Greg Sargent): As Bloomberg rises, Democrats are stumbling toward disaster

•   WP(Gary Abernathy): Democrats backing Bloomberg: Did you learn nothing from Hillary Clinton?

•   WP(Brian Klaas): Voters who choose their wallets over their values in 2020 are taking a big risk

•   WP(Cole Stangler): Pete Buttigieg is America’s Macron — and that’s not a good thing

•   WP(William Haseltine): Years of coronavirus warnings got us nowhere. Here’s how to fix that.

•   Bloomberg(Mohamed A. El-Erian): Economists Shouldn’t Rush to Predict Quick Virus Rebound

•   Bloomberg(Justin Fox): Maybe Republicans Can Write Climate Plans to Suit Their Voters

•   Bloomberg(Noah Smith): Put a Stop to Economic Growth? Huge Mistake

•   Bloomberg(John Authers): Two Big Reasons to Worry About Stocks

•   Bloomberg(Barry Ritholtz): Paul Krugman on Making Wonkery Accessible to the Public

•   Bloomberg(Clara Ferreira Marques): BHP Can Afford to Go a Lot Greener

•   Bloomberg(Andreas Kluth): The EU Can’t Widen and Deepen at the Same Time

•   Bloomberg(Tim Culpan): Apple's Virus Cut Puts All Eyes on Tech Bellwether

•   Bloomberg(Alex Webb): Apple Is Handcuffed to the iPhone. Just Like Its Customers

•   Bloomberg(Amr Adly): Arabs Should Welcome a Future With Less Oil Wealth

•   CNBC(Frederick Kempe): Munich Security Conference: 4 challenges to Germany's role as defacto EU leader

•   CNBC(Willem Marx): Boris Johnson's ousting of Sajid Javid could limit his options

•   매경(온기운): 탄소배출권과 기업의 비명

•   매경(사설): 한국 원전 첫 수출 바라카 1호기 가동에도 우울한 원전산업

•   서경(사설): ‘탈원전 청구서’ 이제 시작일 뿐이다

•   문화(사설): 전기車 충전료도 4배로 뛴다니, 탈원전 재앙 끝이 없다