Japan Meteorological Agency: There is a 70% chance that La Niñ a will not occur before the arrival of spring. The Japan Meteorological Agency said that there are no signs of El Niñ o and La Niñ a at present, but the characteristics of La Niñ a are emerging. There is a 70% chance that La Nina will not occur before the spring comes.Morgan Stanley published a research report, predicting that Chow Tai Fook's share price will outperform the market index in the same period in the next 30 days with a 70% to 80% chance, pointing out that Politburo meeting of the Chinese Communist Party revealed a strong stimulus policy tone yesterday, indicating that it is necessary to expand domestic demand, and called for supporting measures for housing and stock market stability, hoping for stable asset prices, which will have a positive impact on gold and jewelry consumption. The bank also pointed out that December of each year to February of the following year is usually the traditional peak season for jewelry sales, and Chow Tai Fook's share price has fallen by about 40% this year, which is inferior to the performance of MSCI China Index and Hang Seng Index in the same period. It is expected that the strength and implementation details of the central government's stimulus measures, the pace of inflation and the stability of gold prices in the future will affect whether the company's valuation can be revalued in the market and maintain its "in sync with the market" rating, with a target price of HK$ 8.3.Australian Treasury Secretary chalmers: The new A $2 billion expenditure on natural disaster preparedness will affect the mid-year economic and financial outlook.
Heavy meeting set the tone! The turnover of A-shares exceeded one trillion yuan for 50 consecutive trading days, focusing on the opportunities of core assets of A50ETF Huabao (159596). On December 10th, the A-share market rose across the board, and the turnover of Shanghai and Shenzhen stock markets exceeded one trillion yuan for the 50th consecutive trading day, setting a new record. By midday, A50ETF Huabao (159596) had increased by 1.98%, with a turnover of 101 million yuan. In terms of constituent stocks, the top ten awkward stocks rose more and fell less. CITIC Securities led the gains, and China Ping An, China Merchants Bank and other stocks followed suit. According to changjiang securities's analysis, "moderately loose monetary policy" indicates abundant liquidity and broad-spectrum interest rate is still in the downward channel, which is expected to benefit bonds and stocks from the denominator. The "more active fiscal policy" and "all-round expansion of domestic demand" indicate that the broad credit policy is expected to continue to increase, and it is expected to support the price of equity assets from the molecular side.Noon announcement: Huatong convertible bonds will soon stop converting shares; Platinum New Materials Thailand Base has obtained the project record. ① Huatong shares: after the market closes on December 10, the "Huatong convertible bonds" that have not been converted will stop converting shares; At present, there is only the last half trading day left before the "Huatong Convertible Bonds" stops converting shares, that is, the trading time on the afternoon of December 10th. The company specially reminded the holders of "Huatong Convertible Bonds" to complete the share conversion within the time limit. The "Huatong Convertible Bonds" that have not been converted after the closing of the market on December 10 will be forcibly redeemed at the price of 101.21 yuan/piece. ② Platinum New Materials: Recently, the company has completed the relevant filing and registration of production base projects in Thailand, and has successively received the Certificate of Overseas Investment of Enterprises issued by Shenzhen Municipal Bureau of Commerce and the Notice of Filing Overseas Investment Projects issued by Shenzhen Development and Reform Commission. ③ Baiao Intelligent: The company originally planned to absorb and merge its wholly-owned subsidiaries Kunshan Baisente Materials and Materials Co., Ltd. ("Baisente") and Kunshan Baiao Smart Logistics Co., Ltd. ("Smart Logistics"). Considering the company's actual operation and business development plan, the company plans to cancel the absorption and merger of Besant and Smart Logistics.Violation of equity incentive plan? Tesla was fined 70,000 yuan. Recently, Tesla Motors (Beijing) Co., Ltd. was fined 70,000 yuan by the Beijing Branch of the State Administration of Foreign Exchange for violating foreign exchange registration regulations. The types of illegal acts involve Articles 2 and 8 of the Notice of the State Administration of Foreign Exchange on Relevant Issues Concerning Domestic Individuals Participating in Foreign Exchange Management of Equity Incentive Plans of Overseas Listed Companies. According to the above law, the equity incentive plan of Tesla Motors (Beijing) Co., Ltd. may be illegal. (21 Finance)
Australia's S&P/ASX200 index has narrowed its decline and is now down 0.3%.The researcher of Everbright Bank commented on China's import and export data in November: the export growth rate is stronger than seasonality, and foreign trade exports are expected to grow steadily in the next few months. Zhou Maohua, a macro researcher in the financial market department of Everbright Bank, told Wall Street that the export growth rate in November was stronger than seasonality, the import decline exceeded expectations (weaker than seasonality), the trade surplus expanded, and foreign trade contributed more to the economy in the fourth quarter. Due to the resilience of overseas demand, overseas foreign trade importers rushed to avoid tariffs and hoarded goods in advance, and the effects of policies such as stabilizing foreign trade appeared, driving export growth to exceed expectations; The decline in imports in November exceeded expectations, mainly due to the weak recovery of domestic demand, the cautious decision of enterprises to expand and increase import inventory, and the low prices of international energy and other commodities that depressed the overall import cost.The turnover of Shanghai, Shenzhen and Beijing exceeded 1.5 trillion, exceeding 430 billion compared with yesterday.
Strategy guide
Strategy guide
12-13
Strategy guide
12-13
Strategy guide
12-13
Strategy guide
12-13