{"id":49691,"date":"2026-06-12T00:52:33","date_gmt":"2026-06-12T00:52:33","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/mufg-%ec%9c%a0%ea%b0%80-%ec%83%81%ec%8a%b9%ea%b3%bc-%ec%ba%90%eb%a6%ac-%ed%8a%b8%eb%a0%88%ec%9d%b4%eb%93%9c-%ec%a7%80%ec%a7%80-%ec%95%bd%ed%99%94%eb%a1%9c-%ed%83%9c%ea%b5%ad-%eb%b0%94%ed%8a%b8\/"},"modified":"2026-06-12T00:52:33","modified_gmt":"2026-06-12T00:52:33","slug":"mufg-%ec%9c%a0%ea%b0%80-%ec%83%81%ec%8a%b9%ea%b3%bc-%ec%ba%90%eb%a6%ac-%ed%8a%b8%eb%a0%88%ec%9d%b4%eb%93%9c-%ec%a7%80%ec%a7%80-%ec%95%bd%ed%99%94%eb%a1%9c-%ed%83%9c%ea%b5%ad-%eb%b0%94%ed%8a%b8","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/mufg-%ec%9c%a0%ea%b0%80-%ec%83%81%ec%8a%b9%ea%b3%bc-%ec%ba%90%eb%a6%ac-%ed%8a%b8%eb%a0%88%ec%9d%b4%eb%93%9c-%ec%a7%80%ec%a7%80-%ec%95%bd%ed%99%94%eb%a1%9c-%ed%83%9c%ea%b5%ad-%eb%b0%94%ed%8a%b8\/","title":{"rendered":"MUFG, \uc720\uac00 \uc0c1\uc2b9\uacfc \uce90\ub9ac \ud2b8\ub808\uc774\ub4dc \uc9c0\uc9c0 \uc57d\ud654\ub85c \ud0dc\uad6d \ubc14\ud2b8\ud654 \uc57d\uc138 \uc704\ud5d8 \uacbd\uace0"},"content":{"rendered":"<p>MUFG\ub294 \ud0dc\uad6d \ubc27\ud654\uac00 \uc911\ub3d9 \ubd84\uc7c1\uc758 \uc7a5\uae30\ud654\uc640 \uace0\uc720\uac00 \ud658\uacbd\uc5d0 \ucde8\uc57d\ud558\ub2e4\uace0 \ud3c9\uac00\ud588\ub2e4. \ud0dc\uad6d\uc774 \uc11d\uc720\u00b7\uac00\uc2a4 \ubd80\ubb38\uc5d0\uc11c \ub300\uaddc\ubaa8 \uc21c\uc218\uc785(\uc21c\ubb34\uc5ed\uc801\uc790) \uad6c\uc870\ub97c \uac16\uace0 \uc788\uc5b4 \ub300\uc678\uc218\uc9c0 \uce21\uba74\uc758 \ud575\uc2ec \ucde8\uc57d \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud55c\ub2e4\ub294 \uc124\uba85\uc774\ub2e4. MUFG\ub294 \uc774\ub7ec\ud55c \ub178\ucd9c\uc774 \uad50\uc5ed\uc870\uac74 \uc545\ud654\uc640 \uc5f0\uacc4\ub3fc \uc788\uc73c\uba70, \uc774\ub294 \uc5d0\ub108\uc9c0 \uac00\uaca9 \ucda9\uaca9\uc774 \ud658\uc728\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5\uc744 \uc99d\ud3ed\uc2dc\ud0a4\ub294 \ubc29\ud5a5\uc73c\ub85c \uc791\uc6a9\ud560 \uc218 \uc788\ub2e4\uace0 \ub367\ubd99\uc600\ub2e4.<\/p>\n<p>\uad6d\ub0b4 \uae08\ub9ac \uc5ec\uac74\ub3c4 \uc81c\uc57d \uc694\uc778\uc73c\ub85c \uc9c0\ubaa9\ub410\ub2e4. MUFG\ub294 \ud0dc\uad6d\uc758 \ub85c\uceec \uae08\ub9ac\uac00 \uc0c1\ub300\uc801\uc73c\ub85c \ub0ae\uc740 \ubc18\uba74, 2025\ub144 \ub514\ud50c\ub808\uc774\uc158 \uc774\ud6c4 2026\ub144 5\uc6d4 \ud5e4\ub4dc\ub77c\uc778 \uc778\ud50c\ub808\uc774\uc158\uc774 3% \uc548\ud30e\uc73c\ub85c \ubc18\ub4f1\ud558\uba74\uc11c \ubc27\ud654\uc758 \uc2e4\uc9c8 \uce90\ub9ac \ub9e4\ub825\uc774 \uc57d\ud654\ub410\ub2e4\uace0 \uc9c4\ub2e8\ud588\ub2e4. \uc774\uc5d0 \ub530\ub77c \uad50\uc5ed\uc870\uac74\uc774 \uc57d\ud574\uc9c0\uace0 \uce90\ub9ac \uc5ec\ub825\ub3c4 \uc81c\ud55c\uc801\uc778 \uc0c1\ud669\uc5d0\uc11c, \ud2b9\ud788 \uc5ed\ub0b4 \uae34\uc7a5\uc774 \uace0\uc870\ub420 \uacbd\uc6b0 THB\ub294 \ub2ec\ub7ec \ub300\ube44 \ucd94\uac00 \uc57d\uc138 \ub9ac\uc2a4\ud06c\uac00 \ub0a8\uc544 \uc788\ub2e4\uace0 \uacb0\ub860\ub0c8\ub2e4.<\/p>\n<h3>Baht Sensitivity to Energy Prices and Regional Risks<\/h3>\n<p>\ud0dc\uad6d \ubc27\ud654\ub294 \ub2ec\ub7ec \ub300\ube44 \ucd94\uac00 \ud558\ubc29 \uc555\ub825\uc5d0 \ud2b9\ud788 \ud06c\uac8c \ub178\ucd9c\ub3fc \uc788\ub2e4\uace0 \ubcf8\ub2e4. \uad6d\uac00\uc758 \ud070 \uc5d0\ub108\uc9c0 \uc801\uc790 \uad6c\uc870\ub85c \uc778\ud574 \ub300\uc678 \ud3ec\uc9c0\uc158\uc774 \uc720\uac00 \ucda9\uaca9\uc5d0 \ub9e4\uc6b0 \ubbfc\uac10\ud558\uba70, \uc911\ub3d9 \uae34\uc7a5\uc774 \uc9c0\uc18d\ub418\ub294 \ud604 \uad6d\uba74\uc5d0\uc11c\ub294 \uadf8 \ubbfc\uac10\ub3c4\uac00 \ub354\uc6b1 \ucee4\uc9c4\ub2e4. \uc5ec\uae30\uc5d0 \uc0c1\ub300\uc801\uc73c\ub85c \ub0ae\uc740 \uad6d\ub0b4 \uae08\ub9ac\uae4c\uc9c0 \uacb9\uce58\uba70 \ucde8\uc57d\uc131\uc774 \ud655\ub300\ub418\uace0 \uc788\ub2e4.<\/p>\n<p>\ucd5c\uadfc \uc218\uc8fc\uac04 \ube0c\ub80c\ud2b8\uc720\ub294 \ubc30\ub7f4\ub2f9 95\ub2ec\ub7ec\ub97c \uc6c3\ub3c4\ub294 \ud750\ub984\uc744 \ubcf4\uc774\uba70 \ud0dc\uad6d\uc758 \ub300\uc678 \ud3ec\uc9c0\uc158\uc5d0 \uc9c1\uc811\uc801\uc778 \ubd80\ub2f4\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\ub2e4. 2026\ub144 5\uc6d4 \ucd5c\uc2e0 \ubb34\uc5ed\uc9c0\ud45c\ub294 \uacbd\uc0c1\uc218\uc9c0 \uc801\uc790 21\uc5b5\ub2ec\ub7ec\ub97c \ud655\uc778\ud588\uc73c\uba70, \uc774\ub294 \uae09\ub4f1\ud55c \uc5d0\ub108\uc9c0 \uc218\uc785 \ube44\uc6a9\uc774 \uc8fc\ub41c \uc6d0\uc778\uc73c\ub85c \uc9c0\ubaa9\ub410\ub2e4. \ud0dc\uad6d \uc911\uc559\uc740\ud589(BoT)\uc758 \uc815\ucc45\uae08\ub9ac\uac00 2.50%\uc778 \ubc18\uba74 \ubbf8 \uc5f0\uc900(Fed)\uc740 5.25%\ub85c \uaca9\ucc28\uac00 \ud070 \ub9cc\ud07c, \uc218\uc775\ub960 \uce21\uba74\uc5d0\uc11c \ubc27\ud654\ub97c \ubcf4\uc720\ud560 \uc720\uc778\uc774 \ud06c\uc9c0 \uc54a\ub2e4.<\/p>\n<h3>Positioning for Further Baht Weakness<\/h3>\n<p>\uc774 \uac19\uc740 \uc804\ub9dd\uc744 \uac10\uc548\ud560 \ub54c, \ud5a5\ud6c4 \uc218\uc8fc \ub3d9\uc548 \ucd94\uac00\uc801\uc778 \ubc27\ud654 \uc57d\uc138\uc5d0 \ub300\ube44\ud55c \ud3ec\uc9c0\uc154\ub2dd\uc774 \ud0c0\ub2f9\ud558\ub2e4\uace0 \ud310\ub2e8\ud55c\ub2e4. 2026\ub144 7\uc6d4 \ub9d0 \ub610\ub294 8\uc6d4 \ub9cc\uae30\uc758 \uc678\uac00\uaca9(OTM) \ub2ec\ub7ec \ucf5c\uc635\uc158(\ub610\ub294 \ubc27\ud654 \ud48b\uc635\uc158) \ub9e4\uc218\ub294 \uc7a0\uc7ac\uc801 \ubcc0\ub3d9\uc5d0 \ucc38\uc5ec\ud558\uba74\uc11c\ub3c4 \ub9ac\uc2a4\ud06c\ub97c \ud55c\uc815\ud560 \uc218 \uc788\ub294 \ubc29\uc2dd\uc774\ub2e4. \uc774\ub294 USD\/THB \uc0c1\uc2b9(\ub2ec\ub7ec \uac15\uc138\u00b7\ubc27\ud654 \uc57d\uc138) \uad6c\uac04\uc5d0 \ucc38\uc5ec\ud558\ub418, \ucd08\uae30 \ud604\uae08 \uc9c0\ucd9c\uc744 \uc81c\ud55c\ud558\ub294 \uc804\ub7b5\uc774\ub2e4.<\/p>\n<p>\ub354 \ub192\uc740 \uc704\ud5d8 \uac10\ub0b4\uac00 \uac00\ub2a5\ud55c \ud22c\uc790\uc790\uc758 \uacbd\uc6b0, USD\/THB \uc120\ubb3c\uc758 \ub871 \ud3ec\uc9c0\uc158 \uad6c\ucd95\uc774 \ubcf4\ub2e4 \uc9c1\uc811\uc801\uc774\uba70 \ub808\ubc84\ub9ac\uc9c0\ub41c \uc775\uc2a4\ud3ec\uc800\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\ub2e4. \ubc27\ud654\uc758 \ub0b4\uc7ac\ubcc0\ub3d9\uc131\uc740 2022\ub144 \uc5d0\ub108\uc9c0 \uc1fc\ud06c \uad6d\uba74\uc744 \uc5f0\uc0c1\uc2dc\ud0a4\ub4ef \uc0c1\uc2b9 \uc870\uc9d0\uc744 \ubcf4\uc774\uace0 \uc788\uc73c\uba70, \uc635\uc158\uc2dc\uc7a5\uc774 \ub354 \ud070 \uac00\uaca9 \ubcc0\ub3d9\uc744 \uc810\uc9c4\uc801\uc73c\ub85c \ubc18\uc601\ud558\uae30 \uc2dc\uc791\ud588\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \uc774\uc5d0 \ub530\ub77c \uc9c4\uc785 \ube44\uc6a9 \uad00\uc810\uc5d0\uc11c \u2018\ub098\uc911\ubcf4\ub2e4 \ube60\ub978 \ub300\uc751\u2019\uc774 \uc911\uc694\ud55c \uace0\ub824\uc0ac\ud56d\uc774 \ub420 \uc218 \uc788\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u201c\ubc27\ud654 \ub610 \ud754\ub4e4\ub9ac\ub098\u201d MUFG, \uc911\ub3d9\ubd84\uc7c1\u00b7\uace0\uc720\uac00\uc5d0 \ud0dc\uad6d \ub300\uaddc\ubaa8 \uc5d0\ub108\uc9c0 \uc21c\uc218\uc785\uc774 \ucde8\uc57d\uc810\uc774\ub77c\uba70 \uad50\uc5ed\uc870\uac74 \uc545\ud654\u00b7\ub0ae\uc740 \uae08\ub9ac\ub85c \uce90\ub9ac \ub9e4\ub825 \uc57d\ud654, USD\/THB \ucd94\uac00 \uc0c1\uc2b9 \ub9ac\uc2a4\ud06c \uacbd\uace0.<\/p>\n","protected":false},"author":87,"featured_media":47768,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-49691","post","type-post","status-publish","format-standard","has-post-thumbnail","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\/49691","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\/87"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/comments?post=49691"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/49691\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media\/47768"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=49691"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=49691"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=49691"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}