South Korea's stock market is bound to erase all the declines since the martial law storm, and South Korea's benchmark stock index will continue to rebound on Friday, which is bound to recover all the lost ground since the martial law storm. South Korea's Kospi index once rose by 0.7%, heading for four consecutive gains, erasing all the declines since December 3 in intraday trading. Late that night, South Korean President Yin Xiyue announced martial law and then hastily lifted it, shocking the world. Investors believe that South Korea's stock market has fallen too far recently, and expect that if Congress passes the second impeachment motion against Yin Xiyue over the weekend, the risk of political turmoil will be alleviated. Although Yin Xiyue refused to step down and vowed to fight to the end, there are more and more signs that some ruling party members may support the impeachment motion.Japan's final industrial output value in October increased by 2.8% month-on-month and 1.4% year-on-year.De Mingli: Under the guidance of the strategic development plan focusing on storage industry, the company has sold touch-related businesses and assets. De Mingli said on the interactive platform that under the guidance of the strategic development plan focusing on storage industry, the company has sold touch-related businesses and assets to optimize resource allocation and business structure. For details, please refer to previous related announcements.
Vista Jiajie: The development of cloud computing and digitalization in Asia-Pacific IT distribution is accelerating. According to the research report of CLSA, Vista Jiajie, as the eighth largest IT distributor in the world and the second largest IT distributor in China, has benefited from the rapid growth of cloud computing and the digitalization development in Southeast Asia, and has a good market position. The company occupies a dominant position in the ICT industry in the Asia-Pacific region, especially in Southeast Asia and China, with obvious demographic advantages and huge growth potential. Vista Jiajie is Starlink's preferred partner in ASEAN. The global cloud computing market is expected to grow at a compound annual growth rate of 18.6% from 2023 to 2027. Vista Jiajie has an optimistic prospect in the fields of cloud computing and artificial intelligence.The concept of Tik Tok continued to strengthen, with the daily limit of Bee Assistant, City Xiangjiang and Ruoyu Chen, and the daily limit of Gravitational Media trying to seal it back, and the technology of moistening and worth buying went up.The space robot won the TGA annual game "Black Myth Wukong", the TGA award ceremony is in progress, and "Astro Bot" won the TGA annual game. Other nominated games include Black Myth: Wukong, Clown Card, Eldon Circle: The Shadow of Huang Jinshu, Final Fantasy 7: Rebirth, Metaphorical Fantasy: Refantazio. Cosmic Robot is a game work developed by Team ASOBI and released by Sony Interactive Entertainment. Players and ASTRO have launched a brand-new super-large adventure trip to explore more than 50 exciting and varied worlds. The release of the game coincides with the 30th anniversary of PlayStation game console, and a lot of tribute elements have been added to the game works, which has also become one of the reasons why the game attracts worldwide attention. (Sina Technology)
CICC: It is expected that the central bank will further set up other new monetary instruments in the future. CICC said that on the basis of Politburo meeting of the Chinese Communist Party, the policy objectives and directions of the Central Economic Work Conference have been further stated. For next year's economic goals, after "maintaining stable economic growth", the meeting proposed to "maintain overall stability in employment and prices" and pointed out that "we should pay attention to target guidance and strive to achieve an optimal combination of stable growth, stable employment and reasonable price recovery". In terms of monetary policy, CICC believes that this meeting clearly pointed out that "timely RRR cuts and interest rate cuts". It is expected that in order to meet the government bond issuance, credit supply and seasonal liquidity demand, the RRR cut may be implemented before the Spring Festival, and the interest rate cut may also be gradually promoted with the Fed's interest rate cut. CICC also judged that in the past period, the central bank has established new monetary instruments such as treasury bonds trading tools, securities fund insurance company exchange facilities, and affordable housing refinancing, and its ability to play a role in the stock, bond, real estate and other markets has been strengthened, and other new instruments may be further established in the future. (SSE)South Korea's stock market is bound to erase all the declines since the martial law storm, and South Korea's benchmark stock index will continue to rebound on Friday, which is bound to recover all the lost ground since the martial law storm. South Korea's Kospi index once rose by 0.7%, heading for four consecutive gains, erasing all the declines since December 3 in intraday trading. Late that night, South Korean President Yin Xiyue announced martial law and then hastily lifted it, shocking the world. Investors believe that South Korea's stock market has fallen too far recently, and expect that if Congress passes the second impeachment motion against Yin Xiyue over the weekend, the risk of political turmoil will be alleviated. Although Yin Xiyue refused to step down and vowed to fight to the end, there are more and more signs that some ruling party members may support the impeachment motion.Outlook of Consumer Industry of Minyin Securities in 2025: The expansion of domestic demand grasps the opportunity of differentiation and change. Minyin Securities released a report on the outlook of consumer industry in 2025, saying that consumer demand is generally weak in 2024, and price factors also restrict growth. Looking forward to China's consumer industry in 2025: (1) Consumption plays a leading role and expanding domestic demand is in a more priority position. The variety and scale of trade-in of consumer goods are expected to continue to expand, and local governments will also introduce new policies to promote consumption in light of local conditions. (2) Rational consumption is more differentiated, and consumers pay for quality-price ratio and spiritual experience. The performance of Tou International Consumer Goods Company in China is also characterized by differentiation. Most of them recognize the long-term value of the China market. Despite short-term challenges, they plan to focus on strengthening localization and continue to invest in the China market. (3) When Trump comes to power, consumption will face greater challenges, and it will require higher global supply chain integration ability, diversified layout and localization ability. It is suggested to grasp the main line of domestic demand expansion, including dairy products with expected improvement at the bottom, outdoor sectors with high prosperity and tidal play sectors. If the demand recovers as scheduled, the catering/sports shoes and clothing/chain retail industry in a period of change will be flexible. In terms of export chain, it is necessary to observe whether the risk of trade friction is fully priced. In the medium term, the overseas market is vast, and the key to success is the added value and bargaining power of products, the matching degree between overseas demand and overseas supply chain, and the global diversified layout.
Strategy guide 12-14
Strategy guide 12-14