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[한익스프레스] 이스타항공 매각 - 한화가 인수하면 지난번처럼 한익스프레스 상한가 랠리?

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<span style="font-size: 18pt; -webkit-text-stroke-width: 0px;"><span style="color: rgb(34, 34, 34);"><span style="text-transform: none;"><span style="letter-spacing: normal;"><span style="font-family: "Apple SD Gothic Neo", "맑은 고딕", "Malgun Gothic", 돋움, dotum, sans-serif;"><span style="font-style: normal;"><span style="font-weight: 400;"><span style="word-spacing: 0px;"><span style="white-space: normal;"><span style="orphans: 2;"><span style="widows: 2;"><span style="font-variant-ligatures: normal;"><span style="font-variant-caps: normal;"><span style="text-decoration-style: initial;"><span style="text-decoration-color: initial;"><b><span style="font-family: 나눔고딕, NanumGothic, 돋움;">[한익스프레스] 이스타항공 매각 - 한화가 인수하면 지난번처럼 한익스프레스 상한가 랠리?</span></b></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span><div style="margin: 0px; padding: 0px; -webkit-text-stroke-width: 0px;"> </div><div style="margin: 0px; padding: 0px; -webkit-text-stroke-width: 0px;"> </div><div style="margin: 0px; padding: 0px; -webkit-text-stroke-width: 0px;"> </div><div style="margin: 0px; padding: 0px; -webkit-text-stroke-width: 0px;"> </div><div style="margin: 0px; padding: 0px; -webkit-text-stroke-width: 0px;"><span style="font-size: 12px;"><span style="list-style: none;"><span style="color: rgb(34, 34, 34);"><span style="text-transform: none;"><span style="letter-spacing: normal;"><span style="font-family: "Apple SD Gothic Neo", "맑은 고딕", "Malgun Gothic", 돋움, dotum, sans-serif;"><span style="font-style: normal;"><span style="font-weight: 400;"><span style="word-spacing: 0px;"><span style="white-space: normal;"><span style="orphans: 2;"><span style="widows: 2;"><span style="font-variant-ligatures: normal;"><span style="font-variant-caps: normal;"><span style="text-decoration-style: initial;"><span style="text-decoration-color: initial;"><span style="font-size: 18pt;"><span style="font-family: 나눔고딕, NanumGothic, 돋움;"><span style="font-weight: bold;"><font color="#ff0000">■ 이스타항공 인수 시나리오 ■ </font></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></div><div style="margin: 0px; padding: 0px; -webkit-text-stroke-width: 0px;"> </div><div style="margin: 0px; padding: 0px; -webkit-text-stroke-width: 0px;"><span style="font-size: 12px;"><span style="list-style: none;"><span style="color: rgb(34, 34, 34);"><span style="text-transform: none;"><span style="letter-spacing: normal;"><span style="font-family: "Apple SD Gothic Neo", "맑은 고딕", "Malgun Gothic", 돋움, dotum, sans-serif;"><span style="font-style: normal;"><span style="font-weight: 400;"><span style="word-spacing: 0px;"><span style="white-space: normal;"><span style="orphans: 2;"><span style="widows: 2;"><span style="font-variant-ligatures: normal;"><span style="font-variant-caps: normal;"><span style="text-decoration-style: initial;"><span style="text-decoration-color: initial;"><span style="font-size: 36pt;"><span style="color: rgb(255, 0, 0);"><span style="font-family: 나눔고딕, NanumGothic, 돋움;"><span style="font-weight: 700;">한익스프레스는?</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></div><div style="margin: 0px; padding: 0px; -webkit-text-stroke-width: 0px;"><span style="font-size: 12px;"><span style="list-style: none;"><span style="color: rgb(34, 34, 34);"><span style="text-transform: none;"><span style="letter-spacing: normal;"><span style="font-family: "Apple SD Gothic Neo", "맑은 고딕", "Malgun Gothic", 돋움, dotum, sans-serif;"><span style="font-style: normal;"><span style="font-weight: 400;"><span style="word-spacing: 0px;"><span style="white-space: normal;"><span style="orphans: 2;"><span style="widows: 2;"><span style="font-variant-ligatures: normal;"><span style="font-variant-caps: normal;"><span style="text-decoration-style: initial;"><span style="text-decoration-color: initial;"><font color="#ff0000"><font face="나눔고딕, NanumGothic, 돋움"><span style="font-size: 48px;"><b><span style="font-size: 18pt;">- 한화 김승연 회장 누나 회사</span></b></span></font></font></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></div><div style="margin: 0px; padding: 0px; -webkit-text-stroke-width: 0px;"><span style="font-size: 12px;"><span style="list-style: none;"><span style="color: rgb(34, 34, 34);"><span style="text-transform: none;"><span style="letter-spacing: normal;"><span style="font-family: "Apple SD Gothic Neo", "맑은 고딕", "Malgun Gothic", 돋움, dotum, sans-serif;"><span style="font-style: normal;"><span style="font-weight: 400;"><span style="word-spacing: 0px;"><span style="white-space: normal;"><span style="orphans: 2;"><span style="widows: 2;"><span style="font-variant-ligatures: normal;"><span style="font-variant-caps: normal;"><span style="text-decoration-style: initial;"><span style="text-decoration-color: initial;"><font color="#3a32c3"><font face="나눔고딕, NanumGothic, 돋움"><span style="font-size: 48px;"><b><span style="font-size: 18pt;">- 매출 5,660 억, 영업이익 200억, 시총은 겨우 600 억</span></b></span></font></font></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></div><div style="margin: 0px; padding: 0px; -webkit-text-stroke-width: 0px;"><span style="font-size: 12px;"><span style="list-style: none;"><span style="color: rgb(34, 34, 34);"><span style="text-transform: none;"><span style="letter-spacing: normal;"><span style="font-family: "Apple SD Gothic Neo", "맑은 고딕", "Malgun Gothic", 돋움, dotum, sans-serif;"><span style="font-style: normal;"><span style="font-weight: 400;"><span style="word-spacing: 0px;"><span style="white-space: normal;"><span style="orphans: 2;"><span style="widows: 2;"><span style="font-variant-ligatures: normal;"><span style="font-variant-caps: normal;"><span style="text-decoration-style: initial;"><span style="text-decoration-color: initial;"><font color="#3a32c3"><font face="나눔고딕, NanumGothic, 돋움"><span style="font-size: 48px;"><b><span style="font-size: 18pt;">- 매출 55조 한화의 물류 담당 회사</span></b></span></font></font></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></div><div style="margin: 0px; padding: 0px; -webkit-text-stroke-width: 0px;"><span style="font-size: 12px;"><span style="list-style: none;"><span style="color: rgb(34, 34, 34);"><span style="text-transform: none;"><span style="letter-spacing: normal;"><span style="font-family: "Apple SD Gothic Neo", "맑은 고딕", "Malgun Gothic", 돋움, dotum, sans-serif;"><span style="font-style: normal;"><span style="font-weight: 400;"><span style="word-spacing: 0px;"><span style="white-space: normal;"><span style="orphans: 2;"><span style="widows: 2;"><span style="font-variant-ligatures: normal;"><span style="font-variant-caps: normal;"><span style="text-decoration-style: initial;"><span style="text-decoration-color: initial;"><font color="#3a32c3"><font face="나눔고딕, NanumGothic, 돋움"><span style="font-size: 48px;"><b><span style="font-size: 18pt;">- 한화가 아시아나항공이나 이스타항공을 인수하면 항공물류를 한익스프레스가 담당</span></b></span></font></font></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></div><div style="margin: 0px; padding: 0px; -webkit-text-stroke-width: 0px;"><span style="font-size: 12px;"><span style="list-style: none;"><span style="color: rgb(34, 34, 34);"><span style="text-transform: none;"><span style="letter-spacing: normal;"><span style="font-family: "Apple SD Gothic Neo", "맑은 고딕", "Malgun Gothic", 돋움, dotum, sans-serif;"><span style="font-style: normal;"><span style="font-weight: 400;"><span style="word-spacing: 0px;"><span style="white-space: normal;"><span style="orphans: 2;"><span style="widows: 2;"><span style="font-variant-ligatures: normal;"><span style="font-variant-caps: normal;"><span style="text-decoration-style: initial;"><span style="text-decoration-color: initial;"><font color="#3a32c3"><font face="나눔고딕, NanumGothic, 돋움"><span style="font-size: 48px;"><b><span style="font-size: 18pt;">- 따라서, 한화의 인수합병 뉴스가 나올때마다 한익스프레스 상한가 랠리</span></b></span></font></font></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></div><div style="margin: 0px; padding: 0px; -webkit-text-stroke-width: 0px;"><span style="font-size: 12px;"><span style="list-style: none;"><span style="color: rgb(34, 34, 34);"><span style="text-transform: none;"><span style="letter-spacing: normal;"><span style="font-family: "Apple SD Gothic Neo", "맑은 고딕", "Malgun Gothic", 돋움, dotum, sans-serif;"><span style="font-style: normal;"><span style="font-weight: 400;"><span style="word-spacing: 0px;"><span style="white-space: normal;"><span style="orphans: 2;"><span style="widows: 2;"><span style="font-variant-ligatures: normal;"><span style="font-variant-caps: normal;"><span style="text-decoration-style: initial;"><span style="text-decoration-color: initial;"><font color="#3a32c3"><font face="나눔고딕, NanumGothic, 돋움"><span style="font-size: 48px;"><b><span style="font-size: 18pt;">- 한화-삼성 빅딜 당시 5배 폭등 경험있음</span></b></span></font></font></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></div><div style="margin: 0px; padding: 0px; -webkit-text-stroke-width: 0px;"><span style="font-size: 12px;"><span style="list-style: none;"><span style="color: rgb(34, 34, 34);"><span style="text-transform: none;"><span style="letter-spacing: normal;"><span style="font-family: "Apple SD Gothic Neo", "맑은 고딕", "Malgun Gothic", 돋움, dotum, sans-serif;"><span style="font-style: normal;"><span style="font-weight: 400;"><span style="word-spacing: 0px;"><span style="white-space: normal;"><span style="orphans: 2;"><span style="widows: 2;"><span style="font-variant-ligatures: normal;"><span style="font-variant-caps: normal;"><span style="text-decoration-style: initial;"><span style="text-decoration-color: initial;"><font color="#3a32c3"><font face="나눔고딕, NanumGothic, 돋움"><span style="font-size: 48px;"><b><span style="font-size: 18pt;">- 아시아나항공 이슈로 2배 폭등 경험있음</span></b></span></font></font></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></div><div style="margin: 0px; padding: 0px; -webkit-text-stroke-width: 0px;"> </div><div style="margin: 0px; padding: 0px; -webkit-text-stroke-width: 0px;"><br><br><br><br><br><span style="font-size: 12px;"><span style="list-style: none;"><span style="text-transform: none;"><span style="letter-spacing: normal;"><span style="font-family: "Apple SD Gothic Neo", "맑은 고딕", "Malgun Gothic", 돋움, dotum, sans-serif;"><span style="font-style: normal;"><span style="font-weight: 400;"><span style="word-spacing: 0px;"><span style="white-space: normal;"><span style="orphans: 2;"><span style="widows: 2;"><span style="font-variant-ligatures: normal;"><span style="font-variant-caps: normal;"><span style="text-decoration-style: initial;"><span style="text-decoration-color: initial;"><span style="font-size: 18pt;"><span style="font-family: 나눔고딕, NanumGothic, 돋움;"><b><font color="#ff0000">■ 1. 이스타항공 매각 안한다?</font></b></span></span><br><br><font color="#0066cc"><font face="나눔고딕, NanumGothic, 돋움"><span style="font-size: 24px;"><b><a style="text-decoration: none;" href="https://news.naver.com/main/read.nhn?mode=LSD&mid=sec&sid1=101&oid=015&aid=0004225578" target="_blank">https://news.naver.com/main/read.nhn?mode=LSD&mid=sec&sid1=101&oid=015&aid=0004225578</a></b></span></font></font></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></div><div style="margin: 0px; padding: 0px; -webkit-text-stroke-width: 0px;"> </div><div style="margin: 0px; padding: 0px; -webkit-text-stroke-width: 0px;"><span style="font-size: 12px;"><span style="list-style: none;"><span style="text-transform: none;"><span style="letter-spacing: normal;"><span style="font-family: "Apple SD Gothic Neo", "맑은 고딕", "Malgun Gothic", 돋움, dotum, sans-serif;"><span style="font-style: normal;"><span style="font-weight: 400;"><span style="word-spacing: 0px;"><span style="white-space: normal;"><span style="orphans: 2;"><span style="widows: 2;"><span style="font-variant-ligatures: normal;"><span style="font-variant-caps: normal;"><span style="text-decoration-style: initial;"><span style="text-decoration-color: initial;"><span style="font-size: 18pt;"><span style="font-family: 나눔고딕, NanumGothic, 돋움;"><span style="font-weight: bold;">이미 업계에는 매각가 960 억이라는 구체적인 숫자까지 나왔다.</span></span></span><br><br><span style="font-size: 18pt;"><span style="font-family: 나눔고딕, NanumGothic, 돋움;"><span style="font-weight: bold;">이스타항공이 부인? 당연히 매각에 차질이 생길 수 있기 때문에 부인한다.</span></span></span><br><br><span style="font-size: 18pt;"><span style="font-family: 나눔고딕, NanumGothic, 돋움;"><span style="font-weight: bold;">그러나 3분기에도 적자로 올해 자본잠식될 확률 100%에 가깝다.</span></span></span><br><br><span style="font-size: 18pt;"><span style="font-family: 나눔고딕, NanumGothic, 돋움;"><span style="font-weight: bold;">매각이 아니면 답이 없는 상황이다.</span></span></span><br><br><span style="font-size: 18pt;"><span style="font-family: 나눔고딕, NanumGothic, 돋움;"><span style="font-weight: bold;">자본잠식이면 항공 운수권 강제 반납이다.</span></span></span><br><br><br><br><br><br><span style="font-size: 18pt;"><span style="font-family: 나눔고딕, NanumGothic, 돋움;"><span style="font-weight: bold;"><font color="#ff0000">■ 2. 이스타항공는 어디에 매각될 것인가?</font></span></span></span><br><br><span style="font-size: 18pt;"><span style="font-family: 나눔고딕, NanumGothic, 돋움;"><span style="font-weight: bold;">99.9% 의 확률로 한화다.</span></span></span><br><br><span style="font-size: 18pt;"><span style="font-family: 나눔고딕, NanumGothic, 돋움;"><span style="font-weight: bold;">1) 한화금융에서 항공기 리스 금융 사업 시작했다.</span></span></span><br><span style="font-size: 18pt;"><span style="font-family: 나눔고딕, NanumGothic, 돋움;"><span style="font-weight: bold;">2) 이스타항공의 거점공항은 인천공항, 제2의 거점공항응 충청도 청주다. 청주-중국 노선도 운엉중이다.</span></span></span><br><br><span style="font-size: 18pt;"><span style="font-family: 나눔고딕, NanumGothic, 돋움;"><span style="font-weight: bold;">한화가 충청도 기반 회사다.</span></span></span><br><br><span style="font-size: 18pt;"><span style="font-family: 나눔고딕, NanumGothic, 돋움;"><span style="font-weight: bold;">불과 1년전에도 저사항공에 150억 투자했었다.</span></span></span><br><br><span style="font-size: 18pt;"><span style="font-family: 나눔고딕, NanumGothic, 돋움;"><span style="font-weight: bold;">그만큼 항공산업에 관심이 많다.</span></span></span><br><br><br><br><br><span style="font-size: 18pt;"><span style="font-family: 나눔고딕, NanumGothic, 돋움;"><font color="#ff0000"><b>■ 3. 화물운송이랑 상관없다?</b></font></span></span><br><br><span style="font-size: 18pt;"><span style="font-family: 나눔고딕, NanumGothic, 돋움;"><span style="font-weight: bold;">이스타항공은 여객 운송이다. 맞다.</span></span></span><br><br><span style="font-size: 18pt;"><span style="font-family: 나눔고딕, NanumGothic, 돋움;"><span style="font-weight: bold;">그러나 여객운송을 기반으로 화물운송을 할 수 있다.</span></span></span><br><br><span style="font-size: 18pt;"><span style="font-family: 나눔고딕, NanumGothic, 돋움;"><span style="font-weight: bold;">한화의 1년 매출이 55 조다. 항공 물류를 안할 수가 없다.</span></span></span><br><br><span style="font-size: 18pt;"><span style="font-family: 나눔고딕, NanumGothic, 돋움;"><span style="font-weight: bold;">여객 운송을 기반으로 추후 확장한다.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span><br><br><br><img class="-up-content -lazy-image" alt="" src="/t/720/files/attach/new/20191019/2050903624/1914748488/11207148518/36e3344f474b39fd1a1564e86e2155c4_11207148609.png" fetchpriority="high" data="https://ncache.ilbe.com/files/attach/new/20191019/2050903624/1914748488/11207148518/36e3344f474b39fd1a1564e86e2155c4_11207148609.png" org-height="804" org-width="754"><br><br><br><br><br><br><br><span style="font-size: 12px;"><span style="list-style: none;"><span style="text-transform: none;"><span style="letter-spacing: normal;"><span style="font-family: "Apple SD Gothic Neo", "맑은 고딕", "Malgun Gothic", 돋움, dotum, sans-serif;"><span style="font-style: normal;"><span style="font-weight: 400;"><span style="word-spacing: 0px;"><span style="white-space: normal;"><span style="orphans: 2;"><span style="widows: 2;"><span style="font-variant-ligatures: normal;"><span style="font-variant-caps: normal;"><span style="text-decoration-style: initial;"><span style="text-decoration-color: initial;"><span style="font-size: 18pt;"><span style="font-family: 나눔고딕, NanumGothic, 돋움;"><span style="font-weight: bold;"><font color="#ff0000">■ 4. 아시아나항공</font></span></span></span><br><br><span style="font-size: 18pt;"><span style="font-family: 나눔고딕, NanumGothic, 돋움;"><span style="font-weight: bold;">11월 7일(목) 아시아나항공 매각 본입찰이다.</span></span></span><br><br><span style="font-size: 18pt;"><span style="font-family: 나눔고딕, NanumGothic, 돋움;"><span style="font-weight: bold;">한화는 참여 안한다. 그리고 아시아나항공 매각은 불발이된다. 즉, 나가리 된다.</span></span></span><br><br><span style="font-size: 18pt;"><span style="font-family: 나눔고딕, NanumGothic, 돋움;"><span style="font-weight: bold;">그리고 한화가 스토킹호스 방식으로 아시아나항공 인수한다.</span></span></span><br><br><span style="font-size: 18pt;"><span style="font-family: 나눔고딕, NanumGothic, 돋움;"><span style="font-weight: bold;">아시아나항공, 에어부산, 에어서울, 이스트항공까지.. 제 1의 항공 회사가 된다.</span></span></span><br><br><span style="font-size: 18pt;"><span style="font-family: 나눔고딕, NanumGothic, 돋움;"><span style="font-weight: bold;">바람이지만 이렇게 되면  한익스프레스는 상한가 10방??</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></div>

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