BULL / BEAR CASE
▲ BULL
Stock futures are little changed after big rally following D
Mckesson outlines fiscal 2027 adjusted EPS of $45.60-$46.40
E.l.f. Beauty projects 22% to 24% fiscal '27 net sales growt
[K뷰티]
▼ BEAR
FinancialJuice: Taiwan overnight interbank rate starts at 0.
[금융] [자동차/로봇] [2차전지]
FinancialJuice: China central bank injects 263 billion yuan
[금융] [자동차/로봇] [2차전지]
FinancialJuice: Taiwan stocks fall over 2%
Korea to Introduce Cornerstone Lockups to Curb Post-IPO Sell
TODAY'S MACRO CALENDAR
11/4(수) 24:16
🇺🇸 Congressional Elections
발표치
-
예상치
-
이전치
-
11/6(금) 22:30
🇺🇸 Average Hourly Earnings m/m
발표치
-
예상치
0.3%
이전치
0.1%
11/6(금) 22:30
🇺🇸 비농업고용지수 (NFP)
발표치
-
예상치
65K
이전치
29K
11/6(금) 22:30
🇺🇸 실업률
발표치
-
예상치
4.2%
이전치
4.2%
REAL-TIME NEWS TIMELINE
금융
4
6분 전중립 SeekingAlpha
Revolution Medicines reiterates $2.1B-$2.2B 2026 GAAP operating expense guidance following RASONQUE launch [원문보기]
Revolution Medicines reiterates $2.1B-$2.2B 2026 GAAP operating expense guidance following RASONQUE launch
11분 전부정 FinancialJuice
FinancialJuice: Taiwan overnight interbank rate starts at 0.805% versus previous session open [원문보기]
FinancialJuice: Taiwan overnight interbank rate starts at 0.805% versus previous session open
20분 전부정 FinancialJuice
FinancialJuice: China central bank injects 263 billion yuan via overnight reverse repos at 1.25%: statement [원문보기]
FinancialJuice: China central bank injects 263 billion yuan via overnight reverse repos at 1.25%: statement
30분 전중립 CNBC
White House panel delays hearing on Fed's Lisa Cook to Dec. 14 [원문보기]
White House panel delays hearing on Fed's Lisa Cook to Dec. 14
테크/AI
2
14분 전긍정 CNBC
Stock futures are little changed after big rally following Democrats' decisive midterm wins [원문보기]
Stock futures are little changed after big rally following Democrats' decisive midterm wins
28분 전부정 FinancialJuice
FinancialJuice: Taiwan stocks fall over 2% [원문보기]
FinancialJuice: Taiwan stocks fall over 2%
자동차/로봇
4
16분 전중립 SeekingAlpha
Pattern forecasts Q4 revenue of $965M-$985M as it raises full-year outlook to about $3.5B [원문보기]
Pattern forecasts Q4 revenue of $965M-$985M as it raises full-year outlook to about $3.5B
16분 전중립 SeekingAlpha
Sitime forecasts Q4 revenue of $331M-$341M while setting 3-for-1 stock split and targeting ~70% gross margin [원문보기]
Sitime forecasts Q4 revenue of $331M-$341M while setting 3-for-1 stock split and targeting ~70% gross margin
26분 전중립 SeekingAlpha
8x8 outlines FY2027 EPS of $0.36-$0.40 while raising service revenue to $732M-$752M [원문보기]
8x8 outlines FY2027 EPS of $0.36-$0.40 while raising service revenue to $732M-$752M
1시간 전중립 FinancialJuice
FinancialJuice: Australian Exports Actual 2.3% (Forecast -, Previous 3.7%) [원문보기]
FinancialJuice: Australian Exports Actual 2.3% (Forecast -, Previous 3.7%)
K뷰티
1
26분 전긍정 SeekingAlpha
E.l.f. Beauty projects 22% to 24% fiscal '27 net sales growth as rhode expands in Sephora Europe [원문보기]
E.l.f. Beauty projects 22% to 24% fiscal '27 net sales growth as rhode expands in Sephora Europe
AI/IT
1
28분 전중립 FinancialJuice
FinancialJuice: Cat Wu, former head of product for Claude code at Anthropic, joins OpenAI to lead product management for core products [원문보기]
FinancialJuice: Cat Wu, former head of product for Claude code at Anthropic, joins OpenAI to lead product management for core products
기타 글로벌 이슈
3
16분 전긍정 SeekingAlpha
Mckesson outlines fiscal 2027 adjusted EPS of $45.60-$46.40 while closing $2.25B Precision Medicine Group deal [원문보기]
Mckesson outlines fiscal 2027 adjusted EPS of $45.60-$46.40 while closing $2.25B Precision Medicine Group deal
16분 전중립 SeekingAlpha
Mineralys outlines December 22 PDUFA timeline while funding lorundrostat launch into 2028 [원문보기]
Mineralys outlines December 22 PDUFA timeline while funding lorundrostat launch into 2028
53분 전부정 Bloomberg
Korea to Introduce Cornerstone Lockups to Curb Post-IPO Selloffs [원문보기]
Korea to Introduce Cornerstone Lockups to Curb Post-IPO Selloffs