Allan Monks, an economist in JPMorgan Chase: The Bank of England's signal about gradually cutting interest rates has been very strong recently, suggesting that the possibility of cutting interest rates next week is very low. However, if the signs of the accelerated weakening of the labor market continue, it will force the Bank of England's Monetary Policy Committee to deviate from this information.Morgan Asset Management: Trump's economic policy is generally beneficial to the US economy to maintain the "overweight" rating on US stocks and credit. Sheng Nan, global multi-asset strategist of Morgan Asset Management, said that it is expected that the economic policy of US President-elect Trump will be generally beneficial to the local economy, but the implementation order of specific policies will also determine the growth trajectory in the next two years. Sheng Nan mentioned that Trump pays more attention to deregulation and measures to boost finance by extending tax cuts, which will improve business confidence, open capital markets and accelerate growth and return on assets. However, if the focus is on immigration and tariff policies, the interruption of labor supply or trade may have negative consequences, inhibit economic growth and lead to asset market fluctuations. Sheng Nan believes that despite the above uncertainties, the US economy is expected to grow strongly next year, and the local GDP will not slow down to 2% until the fourth quarter of next year, so he maintains the "overweight" rating on US stocks and credit.South Korea's Minister of Planning and Finance, Choe Sang-mu: Strongly opposed to President Yin Xiyue's martial law plan.
CICC: Xiamen Tungsten Industry will be successfully issued, and resource development and high-end production capacity construction are expected to accelerate. According to the research report of CICC, Xiamen Tungsten Industry (600549.SH) will be successfully issued, and resource development and high-end production capacity construction are expected to accelerate. It is worth noting that the final issue price of this fundraising is 20.80 yuan/share, which is 28.87% higher than the reserve price, and 3.35% lower than the closing price of 21.52 yuan/share on November 6, the first day of the issuance period. After the completion of the issuance, the company is expected to accelerate the development of tungsten resources and the construction of downstream high-end production capacity, and strengthen profit growth. Considering the impact of stock issuance, the net profit of returning to the mother in 2024 will remain unchanged at 1.92 billion yuan, and the net profit of returning to the mother in 2025 will be raised by 1.7% to 2.25 billion yuan, and CAGR+18.6% from 2023 to 2025. Raise the target price by 17% to 24.1 yuan.The global layout will further promote Sannuo Bio-CGM products to enter the European market. Recently, Sannuo Bio-CGM has reached a strategic cooperation with A.Menarini Diagnostics, a leading European medical diagnosis company, and signed an exclusive distribution agreement. The continuous glucose monitoring (CGM) products of Sannuo Bio will be launched in the European market in the form of joint brands of both parties. Sannuo Bio authorized A.Menarini Diagnostics to exclusively sell its CGM products in more than 20 countries and regions in Europe. In the future, the latter will vigorously promote the access, promotion and sales of Sannuo Bio CGM products in the European medical insurance market. Sannuo Bio has been actively deploying its internationalization strategy since its listing, and its iCan CGM is the first continuous glucose monitoring product certified by CE MDR in China. At present, Europe is the second largest market for CGM. In this cooperation, the two sides signed an exclusive distribution contract with considerable volume, which is expected to greatly accelerate the penetration and coverage of Sannuo Bio-CGM products in the European market.Coal stocks fluctuated higher, with the daily limit of Antai Group in the afternoon, Anyuan Coal Industry rose more than 5%, and Orchid Science and Technology, Luan Huaneng, Gansu Nenghua, Baotailong, Dayou Energy and Shaanxi Black Cat followed suit.
Spot gold rebounded more than $7 in the short term and is now reported at $2,683.07 per ounce.Australia's S&P/ASX200 index closed down 39.40 points, or 0.47%, at 8353.60 points on Wednesday, December 11th.At midday, the main contract of alumina futures opened lower, and now it is down nearly 3% to 5101 yuan/ton. In the news, according to Shanghai Nonferrous Metals, on December 10th, 30,000 tons of alumina was sold overseas, with a transaction price of $680/mt FOB Western Australia, and the shipping date was in late January/early February.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13