{"id":40537,"date":"2026-03-11T11:44:09","date_gmt":"2026-03-11T11:44:09","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%eb%8d%b0%eb%8b%88%ec%8a%a8-%eb%a7%88%ec%9d%b8%ec%9d%80-4%eb%b6%84%ea%b8%b0%ec%97%90-%ec%a3%bc%eb%8b%b9-2%ec%84%bc%ed%8a%b8-%ec%86%90%ec%8b%a4%ec%9d%84-%eb%b3%b4%ea%b3%a0%ed%95%b4-%ec%a0%84%eb%a7%9d\/"},"modified":"2026-03-11T11:44:09","modified_gmt":"2026-03-11T11:44:09","slug":"%eb%8d%b0%eb%8b%88%ec%8a%a8-%eb%a7%88%ec%9d%b8%ec%9d%80-4%eb%b6%84%ea%b8%b0%ec%97%90-%ec%a3%bc%eb%8b%b9-2%ec%84%bc%ed%8a%b8-%ec%86%90%ec%8b%a4%ec%9d%84-%eb%b3%b4%ea%b3%a0%ed%95%b4-%ec%a0%84%eb%a7%9d","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%eb%8d%b0%eb%8b%88%ec%8a%a8-%eb%a7%88%ec%9d%b8%ec%9d%80-4%eb%b6%84%ea%b8%b0%ec%97%90-%ec%a3%bc%eb%8b%b9-2%ec%84%bc%ed%8a%b8-%ec%86%90%ec%8b%a4%ec%9d%84-%eb%b3%b4%ea%b3%a0%ed%95%b4-%ec%a0%84%eb%a7%9d\/","title":{"rendered":"\ub370\ub2c8\uc2a8 \ub9c8\uc778\uc740 4\ubd84\uae30\uc5d0 \uc8fc\ub2f9 2\uc13c\ud2b8 \uc190\uc2e4\uc744 \ubcf4\uace0\ud574 \uc804\ub9dd\uce58\uc640 \uc77c\uce58\ud588\uc73c\uba70, \ub9e4\ucd9c\uc740 \uc608\uc0c1\uce58\ub97c \uc0c1\ud68c\ud588\ub2e4."},"content":{"rendered":"\ub370\ub2c8\uc2a8 \ub9c8\uc778(Denison Mine)\uc740 **\uc870\uc815 \uae30\uc900(adjusted: \uc77c\ud68c\uc131 \uc694\uc778 \ub4f1\uc744 \ube7c\uace0 \uc2e4\uc801\uc744 \ub2e4\uc2dc \uacc4\uc0b0\ud55c \uac12)** \ubd84\uae30 **\uc8fc\ub2f9\uc190\uc2e4(EPS, Earnings Per Share: \uc8fc\uc2dd 1\uc8fc\ub2f9 \ubc8c\uac70\ub098 \uc783\uc740 \uae08\uc561)** \uc774 **-0.02\ub2ec\ub7ec**\ub77c\uace0 \ubc1c\ud45c\ud588\uc73c\uba70, \uc774\ub294 **\uc790\ud06c\uc2a4 \ucee8\uc13c\uc11c\uc2a4 \ucd94\uc815\uce58(Zacks Consensus Estimate: \uc5ec\ub7ec \uc560\ub110\ub9ac\uc2a4\ud2b8 \uc804\ub9dd\uc758 \ud3c9\uade0)** \uc640 \uac19\uc558\ub2e4. \uc774\ub294 1\ub144 \uc804\uc758 \uc870\uc815 \uae30\uc900 \uc8fc\ub2f9\uc190\uc2e4 -0.02\ub2ec\ub7ec\uc640 \ube44\uad50\ud574 \ub3d9\uc77c\ud558\ub2e4.\n\n\uc9c1\uc804 \ubd84\uae30\uc5d0\ub294 \ucd94\uc815\uce58\uac00 \uc8fc\ub2f9\uc190\uc2e4 -0.02\ub2ec\ub7ec\uc600\uc9c0\ub9cc \uc2e4\uc81c \uacb0\uacfc\ub294 -0.01\ub2ec\ub7ec\ub85c, **+50% \uc11c\ud504\ub77c\uc774\uc988(surprise: \uc608\uc0c1\ubcf4\ub2e4 \ub354 \uc88b\uc740\/\ub098\uc05c \ucc28\uc774)** \uc600\ub2e4. \ucd5c\uadfc 4\uac1c \ubd84\uae30 \uc911 2\ubc88\uc740 \uc2dc\uc7a5 \uc608\uc0c1 EPS\ub97c \uc6c3\ub3cc\uc558\ub2e4.\n\n2025\ub144 12\uc6d4\uc5d0 \ub05d\ub09c \ubd84\uae30 **\ub9e4\ucd9c(revenue: \uc81c\ud488\u00b7\uc11c\ube44\uc2a4 \ud310\ub9e4\ub85c \ubc8c\uc5b4\ub4e4\uc778 \uae08\uc561)** \uc740 88\ub9cc \ub2ec\ub7ec\ub85c, \ucee8\uc13c\uc11c\uc2a4 \ucd94\uc815\uce58\ubcf4\ub2e4 12.44% \ub192\uc558\ub2e4. \uc774\ub294 1\ub144 \uc804 84\ub9cc \ub2ec\ub7ec\uc640 \ube44\uad50\ud574 \ub298\uc5c8\uc73c\uba70, \ucd5c\uadfc 4\uac1c \ubd84\uae30 \uc911 3\ubc88\uc740 \ub9e4\ucd9c \uc608\uc0c1\uce58\ub97c \uc6c3\ub3cc\uc558\ub2e4.\n\n\ub370\ub2c8\uc2a8 \ub9c8\uc778 \uc8fc\uac00\ub294 \uc5f0\ucd08 \uc774\ud6c4 \uc57d 43.2% \uc0c1\uc2b9\ud55c \ubc18\uba74, **S&#038;P 500(\ubbf8\uad6d \ub300\ud45c \ub300\ud615\uc8fc 500\uac1c\ub85c \ub9cc\ub4e0 \uc8fc\uac00\uc9c0\uc218)** \uc740 0.7% \ud558\ub77d\ud588\ub2e4. \ub2e8\uae30 \uc8fc\uac00 \ud750\ub984\uc740 **\uc2e4\uc801 \ubc1c\ud45c \ucf58\ud37c\ub7f0\uc2a4 \ucf5c(earnings call: \uacbd\uc601\uc9c4\uc774 \uc2e4\uc801\uacfc \uc804\ub9dd\uc744 \uc124\uba85\ud558\uace0 \uc9c8\ubb38\uc744 \ubc1b\ub294 \uc804\ud654\/\ud589\uc0ac)** \uc5d0\uc11c\uc758 \uacbd\uc601\uc9c4 \ubc1c\uc5b8\uc5d0 \uc88c\uc6b0\ub420 \uc218 \uc788\ub2e4.\n\n\uc774 \uc885\ubaa9\uc740 \ubc1c\ud45c \uc804 **\uc790\ud06c\uc2a4 \ub7ad\ud06c(Zacks Rank: \uc790\ud06c\uc2a4\uac00 \uc2e4\uc801 \uc804\ub9dd \ub4f1\uc744 \ubc14\ud0d5\uc73c\ub85c \ub9e4\uae30\ub294 \ub4f1\uae09)** #2(\ub9e4\uc218)\ub97c \ubc1b\uc558\ub2e4. \ud604\uc7ac \ucee8\uc13c\uc11c\uc2a4\ub294 \ub2e4\uc74c \ubd84\uae30 EPS -0.02\ub2ec\ub7ec, \ub9e4\ucd9c 78\ub9cc \ub2ec\ub7ec, \uadf8\ub9ac\uace0 \ud68c\uacc4\uc5f0\ub3c4 \uae30\uc900 EPS -0.06\ub2ec\ub7ec, \ub9e4\ucd9c 320\ub9cc \ub2ec\ub7ec\ub2e4.\n\n**\uad11\uc5c5 &#8211; \uae30\ud0c0(Mining &#8211; Miscellaneous: \ud2b9\uc815 \uad11\ubb3c \ud55c \uc885\ub958\ub85c \ubd84\ub958\ud558\uae30 \uc5b4\ub824\uc6b4 \uad11\uc5c5 \uad00\ub828 \uae30\uc5c5 \ubb36\uc74c)** \uc5c5\uc885\uc740 250\uac1c\uac00 \ub118\ub294 \uc790\ud06c\uc2a4 \uc5c5\uc885 \uc911 \uc0c1\uc704 25%\uc5d0 \ub4e0\ub2e4. \uc790\ud06c\uc2a4 \ub9ac\uc11c\uce58\ub294 \uc0c1\uc704 50%\uac00 \ud558\uc704 50%\ubcf4\ub2e4 2\ub300 1 \uc774\uc0c1 \uc88b\uc740 \uc131\uacfc\ub97c \ub0b8\ub2e4\uace0 \ub9d0\ud55c\ub2e4.\n\n\uc54c\ubaac\ud2f0 \uc778\ub354\uc2a4\ud2b8\ub9ac\uc988(Almonty Industries)\ub294 2025\ub144 12\uc6d4\uc5d0 \ub05d\ub09c \ubd84\uae30 \uc2e4\uc801\uc744 \uc544\uc9c1 \ubc1c\ud45c\ud558\uc9c0 \uc54a\uc558\ub2e4. \uc2dc\uc7a5\uc5d0\uc11c\ub294 \uc8fc\ub2f9 -0.01\ub2ec\ub7ec \uc190\uc2e4\uc774 \uc608\uc0c1\ub418\uba70, \uc774 \ucd94\uc815\uce58\ub294 30\uc77c \ub3d9\uc548 7.1% \uc0c1\ud5a5\ub410\ub2e4. \ub9e4\ucd9c\uc740 1,013\ub9cc \ub2ec\ub7ec\ub85c \uc804\ub144 \ub300\ube44 125.7% \uc99d\uac00\uac00 \uc804\ub9dd\ub41c\ub2e4.\n\n\uc9c0\ub09c\ud574 4\ubd84\uae30 2025\ub144 \uc2e4\uc801\uc744 \ub418\ub3cc\uc544\ubcf4\uba74, \ub370\ub2c8\uc2a8 \ub9c8\uc778\uc740 EPS \ubaa9\ud45c\ub294 \ub9de\ucd94\uba74\uc11c\ub3c4 \ub9e4\ucd9c\uc740 \uc608\uc0c1\ubcf4\ub2e4 \ud06c\uac8c \uc88b\uc558\ub2e4. \uc5ec\uae30\uc5d0 2025\ub144 \ub3d9\uc548 \uc8fc\uac00\uac00 43.2% \uc0c1\uc2b9\ud55c \uc810\uc774 \ub354\ud574\uc838 \ud68c\uc0ac\uc5d0 \ub300\ud55c \uae0d\uc815\uc801\uc778 \ud750\ub984\uc774 \ud655\uc778\ub410\ub2e4. \uc774\ub7f0 \ubd84\uc704\uae30\ub294 \uad11\uc5c5 \ubd80\ubb38\uc758 \uc804\ubc18\uc801\uc778 \uac15\uc138\ub85c\ub3c4 \ub4b7\ubc1b\uce68\ub410\ub2e4.\n\n\uadf8 \ubcf4\uace0 \uc774\ud6c4 \uba87 \uc8fc \ub3d9\uc548\uc758 \ud575\uc2ec \ubcc0\uc218\ub294 **\uc6b0\ub77c\ub284 \ud604\ubb3c\uac00\uaca9(uranium spot price: \uc989\uc2dc \uc778\ub3c4 \uae30\uc900\uc73c\ub85c \uac70\ub798\ub418\ub294 \uc6b0\ub77c\ub284 \uac00\uaca9)** \uc774\uc5c8\uace0, \uc774\ub294 \uacc4\uc18d \uc0c1\uc2b9 \ud750\ub984\uc744 \uc774\uc5b4\uc654\ub2e4. \uc5f0\ucd08 \uc774\ud6c4 \ud604\ubb3c\uac00\uaca9\uc740 \ud30c\uc6b4\ub4dc\ub2f9 105\ub2ec\ub7ec\ub97c \ub118\uc5b4\uc11c\uba70 10% \uc774\uc0c1 \uc62c\ub790\ub294\ub370, \uc774\ub294 \uacf5\uae09 \ubd88\uc548\uc774 \uc774\uc5b4\uc9c0\uace0 \uc6d0\uc790\ub825 \uc5d0\ub108\uc9c0 \uc218\uc694\uac00 \ub298\uc5b4\ub09c \uc601\ud5a5\uc774\ub2e4. \uc774\ub7f0 **\uac70\uc2dc\uacbd\uc81c\uc801 \uc21c\ud48d(macroeconomic tailwind: \uacbd\uc81c \ud658\uacbd\uc774 \uae30\uc5c5\uc5d0 \uc720\ub9ac\ud558\uac8c \uc791\uc6a9\ud558\ub294 \ud750\ub984)** \uc740 \ub370\ub2c8\uc2a8 \uac19\uc740 \uac1c\ubc1c\uc0ac\uc758 \ud5a5\ud6c4 \ub9e4\ucd9c \uc804\ub9dd\uc5d0 \uc9c1\uc811 \ub3c4\uc6c0\uc774 \ub41c\ub2e4.\n\n\uae30\ucd08 \uc6d0\uc790\uc7ac \uac00\uaca9\uc758 \uc774\ub7f0 \uafb8\uc900\ud55c \uc0c1\uc2b9\uc740 \uae0d\uc815\uc801\uc778 \uc804\ub9dd\uc744 \uc2dc\uc0ac\ud558\uba70, \uc9c0\ub09c\ud574 \ub9d0\uc5d0 \ubcf4\uc600\ub358 \uc720\ub9ac\ud55c \ud750\ub984\uc744 \ub354 \uac15\ud654\ud55c\ub2e4. \uad11\uc5c5 \uc5c5\uc885\uc774 \uc804\uccb4 \uc2dc\uc7a5\ubcf4\ub2e4 \uc0c1\ub300\uc801\uc73c\ub85c \uc88b\uc740 \uc131\uacfc\ub97c \ub0b4\ub294 \ud750\ub984\ub3c4 2026\ub144 1\ubd84\uae30\uae4c\uc9c0 \uc774\uc5b4\uc84c\ub2e4. \uc6b0\ub9ac\ub294 \uc774\ub7f0 \ud658\uacbd\uc774 \ud68c\uc0ac \ubc29\ud5a5\uc5d0 \ub300\ud574 \uae0d\uc815\uc801\uc73c\ub85c \ubcfc \ub9cc\ud55c \uadfc\uac70\uac00 \ub41c\ub2e4\uace0 \ubcf8\ub2e4.\n\n**\ud30c\uc0dd\uc0c1\ud488(derivative: \uc8fc\uc2dd\u00b7\uc6d0\uc790\uc7ac \uac19\uc740 \uae30\ucd08\uc790\uc0b0 \uac00\uaca9\uc5d0 \ub530\ub77c \uac00\uce58\uac00 \ub2ec\ub77c\uc9c0\ub294 \uae08\uc735\uc0c1\ud488)** \uac70\ub798\uc790 \uc785\uc7a5\uc5d0\uc11c\ub294, \uc8fc\uac00\uac00 \uac15\ud558\uac8c \uc624\ub974\uba74\uc11c **\ub0b4\uc7ac\ubcc0\ub3d9\uc131(implied volatility: \uc635\uc158 \uac00\uaca9\uc5d0 \ubc18\uc601\ub41c \u2018\uc55e\uc73c\ub85c \uc8fc\uac00\uac00 \uc5bc\ub9c8\ub098 \ud754\ub4e4\ub9b4\uc9c0\u2019\uc5d0 \ub300\ud55c \uc2dc\uc7a5\uc758 \uc608\uc0c1)** \uc774 \uc62c\ub77c **\uc635\uc158 \ud504\ub9ac\ubbf8\uc5c4(options premium: \uc635\uc158 \uac00\uaca9, \uc989 \uc635\uc158\uc744 \uc0ac\uae30 \uc704\ud574 \ub0b4\ub294 \ub3c8)** \uc774 \ube44\uc2f8\uc84c\ub2e4. \uc774\ub294 \ub192\uc740 \ubcc0\ub3d9\uc131\uacfc \uc0c1\uc2b9(\ub610\ub294 \uae0d\uc815\uc801) \ubc29\ud5a5 \uc804\ub9dd\uc5d0\uc11c \uc774\uc775\uc744 \ub178\ub9ac\ub294 \uc804\ub7b5\uc5d0 \uae30\ud68c\ub97c \uc900\ub2e4. \uc608\ub97c \ub4e4\uc5b4 \ud604\uc7ac \uac00\uaca9\ubcf4\ub2e4 \uc544\ub798 **\ud589\uc0ac\uac00(strike price: \uc635\uc158\uc5d0\uc11c \ubbf8\ub9ac \uc815\ud55c \ub9e4\ub9e4 \uac00\uaca9)** \uc5d0\uc11c **\ud604\uae08\ub2f4\ubcf4 \ud48b \ub9e4\ub3c4(selling cash-secured puts: \uc8fc\uac00\uac00 \ub5a8\uc5b4\uc838 \uc8fc\uc2dd\uc744 \uc0ac\uac8c \ub420 \uacbd\uc6b0\ub97c \ub300\ube44\ud574 \ud604\uae08\uc744 \ud655\ubcf4\ud55c \uc0c1\ud0dc\ub85c \ud48b\uc635\uc158\uc744 \ud30c\ub294 \uc804\ub7b5)** \ub97c \ud558\uba74, \ub192\uc544\uc9c4 \ud504\ub9ac\ubbf8\uc5c4\uc744 \ubc1b\uc744 \uc218 \uc788\ub2e4.\n\n\uc774 \ubc29\ubc95\uc740 \uc218\uc775\uc744 \ub9cc\ub4e4\uba74\uc11c, \uc8fc\uac00\uac00 \uc870\uae08 \uc870\uc815\ubc1b\uc744 \ub54c \ud560\uc778\ub41c \uac00\uaca9\uc5d0 \uc9c4\uc785\ud560 \uc9c0\uc810\uc744 \uc815\ud574\ub450\ub294 \ud6a8\uacfc\uac00 \uc788\ub2e4. \uc6b0\ub9ac\ub294 \uc55e\uc73c\ub85c \uba87 \uc8fc\uac04 \uc2dc\uc7a5 \uc694\uc778\uc73c\ub85c \uc57d\uc138\uac00 \ub098\uc624\uba74 \uc774 \uc804\ub7b5\uc744 \uc2e4\ud589\ud560 \uae30\ud68c\ub85c \ubcf8\ub2e4. \ud604\uc7ac \ubd84\uc704\uae30\uc640 \ubcc0\ub3d9\uc131\uc744 \ud65c\uc6a9\ud558\ub824\uba74 **\ub9cc\uae30(expiration: \uc635\uc158 \uacc4\uc57d\uc774 \ub05d\ub098\ub294 \ub0a0\uc9dc)** \uac00 \uac00\uae4c\uc6b4 \uc0c1\ud488\uc5d0 \uc9d1\uc911\ud558\ub294 \uac83\uc774 \ud575\uc2ec\uc774\ub2e4.\n\n\ub610\ud55c \uc6b0\ub9ac\ub294 \ud720\ub7ec \ub9ac\ubc84(Wheeler River) \ud504\ub85c\uc81d\ud2b8 \uad00\ub828 \ud68c\uc0ac\uc758 \uc0c8\ub85c\uc6b4 \uc5c5\ub370\uc774\ud2b8\ub97c \uc9c0\ucf1c\ubcfc \uac83\uc774\ub2e4. \uac1c\ubc1c \uc77c\uc815\uc758 \uc9c4\uc804\uc774 \ub2e4\uc74c \ud070 \ucd09\ub9e4(\uc8fc\uac00\uc5d0 \uc601\ud5a5\uc744 \uc8fc\ub294 \uc0ac\uac74)\uc774\uba70, \uc774\ub7f0 \uc5c5\ub370\uc774\ud2b8\ub294 \uc5ec\ub984 \uc804\uae4c\uc9c0 \uc635\uc158 \uac00\uaca9\uc5d0 \ud070 \uc601\ud5a5\uc744 \uc904 \uac00\ub2a5\uc131\uc774 \uc788\ub2e4. \uc608\uc0c1 \ubc16\uc758 \uc6b4\uc601 \ubb38\uc81c\ub9cc \uc5c6\ub2e4\uba74, \uc5c5\uc885 \uc804\ubc18\uc758 \uae0d\uc815\uc801\uc778 \ud658\uacbd\uc774 \uc8fc\uac00\uc758 \ud558\ubc29\uc744 \ubc1b\uccd0\uc8fc\ub294 \uc5ed\ud560\uc744 \ud55c\ub2e4.\n\n<!-- wp:paragraph-->\n<p><b>VT Markets \ub77c\uc774\ube0c \uacc4\uc815\uc744 \ub9cc\ub4e4\uace0 \uc9c0\uae08 \ubc14\ub85c <a href=\"https:\/\/www.vtmarkets.com\/kr\/trade-now\/\">\uac70\ub798<\/a>\ub97c \uc2dc\uc791\ud558\uc138\uc694.<\/b><\/p>\n<!-- \/wp:post-content -->","protected":false},"excerpt":{"rendered":"<p>EPS\ub294 \uc608\uc0c1\ub300\ub85c\uc9c0\ub9cc \uc8fc\uac00\ub294 43% \uae09\ub4f1\u2014\ub370\ub2c8\uc2a8 \ub9c8\uc778, \ub9e4\ucd9c \uc11c\ud504\ub77c\uc774\uc988\u00b7\uc6b0\ub77c\ub284 \uac00\uaca9 \uc0c1\uc2b9(\ud30c\uc6b4\ub4dc\ub2f9 105\ub2ec\ub7ec+)\uc5d0 \ud798\uc785\uc5b4 \uac15\uc138 \uc804\ub9dd. \uace0\ubcc0\ub3d9\uc131 \uc635\uc158\uc740 \ud604\uae08\ub2f4\ubcf4 \ud48b \ub9e4\ub3c4 \uae30\ud68c, \ud720\ub7ec \ub9ac\ubc84 \uac1c\ubc1c\uc774 \ucd09\ub9e4. &#8211; vtmarkets.com<\/p>\n","protected":false},"author":103,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-40537","post","type-post","status-publish","format-standard","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/40537","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/users\/103"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/comments?post=40537"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/40537\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=40537"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=40537"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=40537"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}