<p><strong><span style="font-family: Batang,바탕,serif; font-size: 11pt;">1.글로벌&nbsp;금융시장&nbsp;동향</span><br></strong><span style="font-family: Batang,바탕,serif; font-size: 11pt;">&nbsp;&nbsp;-&nbsp;다우&nbsp;17,000돌파 직전 조정&nbsp;</span><br><span style="font-family: Batang,바탕,serif; font-size: 11pt;">&nbsp;&nbsp;-&nbsp;나스닥지수&nbsp;상승(성장성에 강조)</span><br><span style="font-family: Batang,바탕,serif; font-size: 11pt;">&nbsp;&nbsp;-&nbsp;이라크사태에 의한 변동성강화</span><br><span style="font-family: Batang,바탕,serif; font-size: 11pt;">&nbsp;&nbsp;-&nbsp;유가 상승/ 금값 재상승세</span><br><span style="font-family: Batang,바탕,serif; font-size: 11pt;">&nbsp;&nbsp;-&nbsp;중국경기 기대</span><br><br><strong><span style="font-family: Batang,바탕,serif; font-size: 11pt;">2.국내증시&nbsp;동향</span><br></strong><span style="font-family: Batang,바탕,serif; font-size: 11pt;">&nbsp;&nbsp;-&nbsp;코스피&nbsp;2,000선붕괴</span><br><span style="font-family: Batang,바탕,serif; font-size: 11pt;">&nbsp;&nbsp;-&nbsp;기관/외인쌍끌이 매도</span><br><span style="font-family: Batang,바탕,serif; font-size: 11pt;">&nbsp;&nbsp;-&nbsp;경기민감주 주가 급락</span><br><span style="font-family: Batang,바탕,serif; font-size: 11pt;">&nbsp;&nbsp;-&nbsp;에너지주와 원화강세주 부각</span><br><span style="font-family: Batang,바탕,serif; font-size: 11pt;">&nbsp;&nbsp;-&nbsp;변동성확대</span><br><span style="font-family: Batang,바탕,serif; font-size: 11pt;">&nbsp;</span><br><span style="font-family: Batang,바탕,serif; font-size: 11pt;"><strong>3.&nbsp;대한항공</strong></span></p><p><span style="font-family: Batang,바탕,serif; font-size: 11pt;"><strong>&nbsp; </strong></span><span style="font-family: Batang,바탕,serif; font-size: 11pt;">-&nbsp;외인매수/기관매도</span><br><span style="font-family: Batang,바탕,serif; font-size: 11pt;">&nbsp;&nbsp;-&nbsp;저금리와 신유동성 시장의 유리 가처분소득 효과</span></p><p><span style="font-family: Batang,바탕,serif; font-size: 11pt;">&nbsp; -&nbsp;항공주들의 수혜 움직이는 두지역 변화, 중국과 유럽의 경기회복기대감</span><br><span style="font-family: Batang,바탕,serif; font-size: 11pt;">&nbsp;&nbsp;</span><span style="font-family: Batang,바탕,serif; font-size: 11pt;">-&nbsp;실적은 3분기 회복기대감</span></p><p><span style="font-family: Batang,바탕,serif; font-size: 11pt;">&nbsp; - 자회사 한진해운의 자금지원 리스크 존재</span><br><span style="font-family: Batang,바탕,serif; font-size: 11pt;">&nbsp;&nbsp;-&nbsp;</span><span style="font-family: Batang,바탕,serif; font-size: 11pt;">대응&nbsp;전략&nbsp;:&nbsp;추세반등과 수급전환시 매수가 필요함</span></p>