South Korea's Seoul composite index rose to 2%, and South Korea's KOSDAQ index rose by nearly 4%.South Korea's Ministry of Finance: Considering the economic fundamentals, South Korea's exchange rate fluctuates too much.25 shares were rated by brokers, and Ziguang Guowei's target rose by 48.59%. On December 9, a total of 25 stocks were rated by brokers, and 5 of them announced their target prices. According to the highest target price, Ziguang Guowei, Shaanxi Coal Industry and Zhongju High-tech are among the top gainers, with gains of 48.59%, 39.54% and 33.95% respectively. Judging from the direction of rating adjustment, the ratings of 18 stocks remain unchanged and 7 stocks are rated for the first time. In addition, two stocks have attracted the attention of many brokers, among which Zhongju Hi-tech and Shaanxi Coal were ranked in the top number, with three and two brokers giving ratings respectively. Judging from the Wind industry to which the buy-rated stocks belong, the number of buy-rated stocks in technical hardware and equipment, semiconductor and semiconductor production equipment, food, beverage and tobacco is the largest, with 6, 4 and 4 respectively.
Everbright Securities: Support the innovative development of new business entities in the power sector. Everbright Securities Research Report stated that the National Energy Administration issued the Guiding Opinions on Supporting the Innovative Development of New Business Entities in the Power Sector to guide the innovative development of new technologies, new models and new formats in the power sector: encourage virtual power plants to aggregate distributed photovoltaic, decentralized wind power, new energy storage, adjustable load and other resources to provide flexible adjustment capabilities for the power system; Support qualified industrial enterprises and industrial parks to carry out smart microgrid construction; Support to participate in the electricity market, in order to release more accurate node price signals; In principle, new business entities can be exempted from applying for power business licenses.South Korea's Seoul composite index rose to 2%, and South Korea's KOSDAQ index rose by nearly 4%.Japan's Minister of Economic Regeneration Ryosuka Akazawa: Steady progress is being made in overcoming deflation.
Twenty-four companies disclosed the progress of repurchase. Hikvision, 800 million Time and Space, and Jade Bird had the highest amount of fire repurchase plans. On December 10th, a total of 24 companies issued stock repurchase announcements. Among them, seven companies disclosed the stock repurchase plan for the first time, one company's repurchase plan was approved by the shareholders' meeting, four companies disclosed the implementation progress of stock repurchase, and 12 companies' repurchase plans have been implemented. Judging from the initial disclosure of the repurchase plan, the amount of stock repurchase plans of four companies on that day exceeded 10 million. Hikvision, 800 million Time and Space, and Jade Bird have the highest repurchase plans, and they are planned to repurchase no more than 2.5 billion yuan, 100 million yuan and 86.1216 million yuan respectively. Judging from the repurchase plan passed by the shareholders' meeting, a total of one company's repurchase plan exceeded 10 million on that day. Henghui Security has the highest repurchase amount, and it is planned to repurchase no more than 60 million yuan.A Chilean court revoked the government's ban on iron ore projects. According to La Tercera, an environmental court in Chile sided with Andeiron, a Chilean exploration and mining company, and declared the government's decision to reject Dominga's iron ore project invalid.Soochow securities: Market sentiment is expected to boost allocation opportunities in pro-cyclical directions. The soochow securities Research Report pointed out that in the short term, policy easing is expected to further heat up, and market sentiment is expected to be boosted. In the short term, it is suggested to pay attention to allocation opportunities in pro-cyclical directions. Before and after the inflection point of previous economic cycles, due to the obvious increase of investors' attention to policies, market transactions at the end of the year often revolve around policy expectations. Compared with 2012, 2014 and 2022, with the gradual landing of macro boots at the end of the year and the beginning of the year, the market style may switch to the broader market in stages. In the short term, the market sentiment will be significantly boosted, and the pro-cyclical style is expected to usher in configuration opportunities.
Strategy guide 12-13
Strategy guide
12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide 12-13