한국가스공사<br/><br/>기관&nbsp;56409&nbsp;매수,&nbsp;외국인&nbsp;2247&nbsp;매도.<br/><br/>수급&nbsp;괜찮음.<br/><br/>한국가스공사에게&nbsp;득이&nbsp;되는건&nbsp;무엇임?<br/><br/>가스값&nbsp;아무리&nbsp;떨어져도&nbsp;수혜&nbsp;못봄.<br/><br/>병신들이&nbsp;비싼값에&nbsp;장기도입&nbsp;계약&nbsp;해버렸기&nbsp;때문임.<br/><br/>그런데&nbsp;환율은&nbsp;어떠함?<br/><br/>원화가&nbsp;강세가&nbsp;되면&nbsp;어쨌든&nbsp;도입가&nbsp;계약은&nbsp;달러로&nbsp;했으니&nbsp;떨어지는&nbsp;것임.<br/><br/>그래서&nbsp;가스가격보다는&nbsp;원화강세&nbsp;수혜주가&nbsp;됨.<br/><br/>여름철&nbsp;한국가스공사&nbsp;실적은&nbsp;항상&nbsp;적자임.<br/><br/>가스복합&nbsp;발전소&nbsp;숫자가&nbsp;늘어나&nbsp;이제는&nbsp;흑자전환하나&nbsp;싶었음.<br/><br/>그런데&nbsp;화력과&nbsp;원자력으로&nbsp;전력생산&nbsp;증가하면서&nbsp;그런&nbsp;이야기도&nbsp;쏙&nbsp;들어감.<br/><br/>결국&nbsp;환율밖에&nbsp;기댈&nbsp;것이&nbsp;없다는&nbsp;것임.<br/><br/>다행스러운&nbsp;것은&nbsp;원달러&nbsp;환율이&nbsp;1천원으로&nbsp;기울고&nbsp;있다는&nbsp;것임.<br/><br/>한국가스공사&nbsp;매출&nbsp;대부분이&nbsp;가스일&nbsp;것임.<br/><br/>연간&nbsp;40조원에&nbsp;달하는&nbsp;매출인데&nbsp;원화가&nbsp;5%&nbsp;절상됨.<br/><br/>40조원에서&nbsp;5%면&nbsp;2조원이나&nbsp;됨.<br/><br/>실적이&nbsp;연간&nbsp;2조원&nbsp;늘어날&nbsp;수&nbsp;있다는&nbsp;것임.<br/><br/>그거&nbsp;너무&nbsp;억지&nbsp;아님?<br/><br/>100%&nbsp;외국에서&nbsp;가스&nbsp;들여와서&nbsp;100%&nbsp;국내에&nbsp;판매함.<br/><br/>헤지&nbsp;안했다면&nbsp;확실히&nbsp;그만큼&nbsp;이익&nbsp;증가가&nbsp;있다는&nbsp;것임.<br/><br/>그래서&nbsp;원화강세&nbsp;수혜주에&nbsp;넣어놓고&nbsp;지켜보면&nbsp;된다는&nbsp;것임.<br/><br/>추천&nbsp;열심히&nbsp;찍기&nbsp;바람.<br/><br/><br/><br/>요약<br/><br/>장기도입&nbsp;계약으로&nbsp;가스가격&nbsp;영향&nbsp;없음.<br/><br/>환율은&nbsp;영향이&nbsp;큼.<br/><br/>원화강세&nbsp;수혜폭이&nbsp;굉장함.<br/>