South Korea's exports increased by 12.4% and imports increased by 11.6% from December 1 to 10. South Korea's chip exports increased by 43% year-on-year from December 1 to 10.Everbright Securities: The effect of trade-in subsidy for the whole year is much better than expected. Everbright Securities released a research report saying that the Politburo proposed to implement more relaxed policies, vigorously boost consumption and lead the development of new quality productivity. The intelligent direction of the automobile industry not only conforms to the development tone, but also plays an important role in boosting consumption. At the same time, the industry involves the "two new" themes of large-scale equipment renewal and trade-in of consumer goods, and the bank continues to be optimistic about investment opportunities in the automobile sector driven by favorable policies.Trump appointed TOM BARRACK as the US ambassador to Turkey.
Japanese and Korean stock markets opened slightly lower, with the Nikkei 225 index down 0.02% at 39,357.77. South Korea's KOSPI index opened down 0.2% to 2,412.15 points.South Korean Finance Minister and US Treasury Secretary Yellen confirmed that they will work closely together.Huatai Securities: The expected recovery and fundamental stabilization of the real estate market are expected to accelerate under the policy blessing. Huatai Securities Research Report said that on December 9, the Political Bureau of the Central Committee held a meeting, stressing that it would "implement more active and promising macro policies" and pointed out that it would "stabilize the property market and stock market". Since the end of September, continuous favorable policies have supported fundamental improvement. The central government reiterated its support for real estate at key meetings, which means that there may be more room for policy support next year, and a more relaxed environment is expected to consolidate this improvement trend. The expected repair and fundamental stabilization of the real estate market are expected to accelerate under the blessing of policies. In the follow-up, we should still pay attention to the sustainability of market volume and price recovery and the progress of macro-support policies, purchasing and storage, urban village reconstruction and other policies. Before confirming the bottom of the market, we are more optimistic about housing enterprises with more resources and stable operation in core cities; At the same time, property management companies with resilient performance and stable cash flow are also expected to benefit from the market's stabilization.
China Huaneng and Huawei signed a strategic cooperation agreement. On December 6th, China Huaneng Group Co., Ltd. (hereinafter referred to as "Huaneng") and Huawei Technologies Co., Ltd. (hereinafter referred to as "Huawei") signed a strategic cooperation agreement. Wen Shugang, Chairman and Party Secretary of Huaneng Group, held talks and witnessed the signing of the contract with Meng Wanzhou, rotating chairman and CFO of Huawei, and jointly unveiled Huaneng-Huawei New Energy joint innovation lab. According to the agreement, the two sides will continue to deepen strategic cooperation in the fields of clean energy cooperation, digital transformation cooperation, the establishment of joint innovation lab, and corporate culture exchange.Russia said it had fought against the Ukrainian ammunition depot and repulsed Russia's repeated attacks. On the 10th local time, the Russian Defense Ministry reported that the Russian army had taken control of a settlement in Donetsk on the same day, and attacked the Ukrainian ammunition depot, electronic warfare base stations, armored vehicles and other targets. Russian air defense forces shot down several rockets and dozens of drones of the Ukrainian army. In addition, the Russian army continued to crack down on Ukrainian personnel and equipment in Kursk region, Russia. On the same day, the General Staff of the Ukrainian Armed Forces issued a war report, saying that as of the afternoon of the 10th, the Ukrainian army had nearly 100 battles with the Russian army in Kharkov, Kupyansk, Hongliman and other areas. The Ukrainian army continued to hold its ground and repelled many Russian attacks.Caoji Group seeks to raise up to HK$ 138 million through Hong Kong IPO. According to the announcement of the Hong Kong Stock Exchange, Caoji Group will issue about 33.3 million shares at a price range of HK$ 3.75 to HK$ 4.15 per share. The company may raise up to HK$ 138 million (US$ 17.8 million) and is expected to start listing on December 19th.
Strategy guide
12-14
Strategy guide 12-14
Strategy guide
Strategy guide 12-14
Strategy guide
Strategy guide
12-14