[다올투자증권 조선/기계/방산 최광식]

11/5(목) 데일리뉴스

 조선

[TradeWinds]
Will US ‘blue tsunami’ dampen tanker market boom?

South Korea’s shipbuilding boom masks a deeper dilemma

Orkim orders product tankers as it gets one newbuilding early

Samudera goes bigger with order for two container ships in China

Idan Ofer books container ships at Imabari in rare Japanese newbuild move

OMS Group lands $1bn-plus financing for cable-laying newbuildings

[Upstream]
Brazil antitrust watchdog approves Saipem-Subsea7 merger

Two of Keppel‘s legacy deepwater semisubs put up for sale

Odfjell thrilled about new deepwater rig coming to Europe

ExxonMobil seeks support vessels for Guyana subsea campaigns

US Gulf drillship activity set to bounce back after brief dip

 조선
발주 절벽에도 선방…韓 조선, 10월 수주 점유율 22% 방어
[https://tinyurl.com/26rlfajp](https://tinyurl.com/26rlfajp)

그리스 선주부터 월가까지...유조선 발주에 돈 몰린다
[https://tinyurl.com/2bkdzda6](https://tinyurl.com/2bkdzda6)

대체연료 추진선 발주 57%↑…LNG 추진선 확대에 K조선 수주 기회
[https://tinyurl.com/2y7evq2a](https://tinyurl.com/2y7evq2a)

HD현대중공업, 하청노조와 첫 상견례…노란봉투법 시행 8개월만
[https://tinyurl.com/2cszm2ho](https://tinyurl.com/2cszm2ho)

HD현대중공업, 比해군 신형 호위함 건조 착수
[https://tinyurl.com/236ka3hx](https://tinyurl.com/236ka3hx)


 방산
베일 싸인 ’1.5조 잭팟 계약‘…주가 10% 급등의 비밀
[https://tinyurl.com/27bqbbk5](https://tinyurl.com/27bqbbk5)

한화, 폴란드 천무 유도탄 공장 첫 삽…이부환 대표 ”유럽시장 확대 기반“
[https://tinyurl.com/29ecsflo](https://tinyurl.com/29ecsflo)

폴란드•중동 편중 수출의 한계…K-방산 ‘파죽지세’ 수주잔고 꺾였다
[https://tinyurl.com/26v2l46l](https://tinyurl.com/26v2l46l)

* 위 내용은 보도된 사실의 단순요약으로 별도의 컴플라이언스 절차 없이 제공됩니다