Bank of Communications International: For the first time, it covers the "buy" rating and target price of HK$ 5.86 given by the rich industrial trust. The Bank of Communications International published a report that the rich industrial trust has multiple investment advantages and stock price drivers, including stable profit prospects, low valuation, further interest rate cuts and potential inclusion in Shanghai-Shenzhen-Hong Kong Stock Connect, which are all beneficial to the valuation of REITs. For the first time, the bank covers the purchase of wealth and gives a "buy" rating with a target price of HK$ 5.86. Bank of Communications International believes that the rental income prospect of Zhifu Industrial Trust can remain basically stable. At the same time, the current share price corresponds to a dividend of 9.4% in 2025, and the gap between the dividend yield and the yield of 10-year US bonds is about 1.1 standard deviation lower than the long-term level. It is considered that the current valuation is still far below its long-term average level, and has reflected most of the worries of the retail market in Hong Kong. The report continued that although high interest rates will still have a negative impact on this year's earnings, it is expected that the dividend per unit of Zhifu will resume growth from next year under the condition of continuous interest rate reduction. It is expected that the dividend per unit will decrease by 10%, increase by 3.8% and increase by 4.1% from 2024 to 2026 to 36.34, 37.71 and 39.26 Hong Kong cents respectively.A large quantity is enough, exceeding 10,000 tons! Chilean cherries arrived in Nansha Port of Guangzhou at a fresh rate. At 3: 00 am on December 13th, after a 22-day voyage of 20,000 kilometers, the first express line of cherries in Nansha Port of Guangzhou Port this year, "Crever Demaji", docked at Nansha Phase II Terminal of Guangzhou Port. This ship is the first ship imported in large quantities in China this year, carrying 538 cabinets of Chilean cherries and weighing more than 11,000 tons. This batch of "star fruits" takes only 2 hours at the earliest from unloading to reaching the market. It is reported that the first batch of cherries directly picked up by the boat arrived at Jiangnan Fruit Wholesale Market before 7: 00 this morning, officially announcing the opening of the cherry season in 2024-2025. (CCTV News)Bank of Communications International: For the first time, it covers the "buy" rating and target price of HK$ 5.86 given by the rich industrial trust. The Bank of Communications International published a report that the rich industrial trust has multiple investment advantages and stock price drivers, including stable profit prospects, low valuation, further interest rate cuts and potential inclusion in Shanghai-Shenzhen-Hong Kong Stock Connect, which are all beneficial to the valuation of REITs. For the first time, the bank covers the purchase of wealth and gives a "buy" rating with a target price of HK$ 5.86. Bank of Communications International believes that the rental income prospect of Zhifu Industrial Trust can remain basically stable. At the same time, the current share price corresponds to a dividend of 9.4% in 2025, and the gap between the dividend yield and the yield of 10-year US bonds is about 1.1 standard deviation lower than the long-term level. It is considered that the current valuation is still far below its long-term average level, and has reflected most of the worries of the retail market in Hong Kong. The report continued that although high interest rates will still have a negative impact on this year's earnings, it is expected that the dividend per unit of Zhifu will resume growth from next year under the condition of continuous interest rate reduction. It is expected that the dividend per unit will decrease by 10%, increase by 3.8% and increase by 4.1% from 2024 to 2026 to 36.34, 37.71 and 39.26 Hong Kong cents respectively.
Zhejiang Securities Regulatory Bureau: issued a warning letter to Hangzhou Huayu Frequent Private Equity Fund Co., Ltd. On December 13, the website of Zhejiang Securities Regulatory Bureau issued a decision on taking measures to issue a warning letter to Hangzhou Huayu Frequent Private Equity Fund Co., Ltd. After investigation, the company has the following behaviors in carrying out private equity fund business: 1. There are irregularities in the appropriate materials of fund products managed by investors, and the company has not made further audit; Second, the risk control review process of related party transactions is not perfect. The above behavior violates the first paragraph of Article 4 of the Interim Measures for the Supervision and Administration of Private Investment Funds (Order No.105 of the CSRC). According to the provisions of Article 33 of the Interim Measures for the Supervision and Administration of Private Investment Funds, Zhejiang Securities Regulatory Bureau decided to issue a warning letter to the company and record it in the integrity file of the securities and futures market.Pacific Securities: Goldwind Technology's performance is expected to achieve rapid growth, with the first "buy" rating. Pacific Securities Research Report pointed out that with the profit recovery of wind turbine business and the contribution of wind farm investment and development and wind power service business, Goldwind Technology's (002202.SZ) performance is expected to achieve rapid growth. The first coverage gives a "buy" rating. Goldwind Technology has ranked first in the domestic wind power market for 13 consecutive years since 2011; However, in recent years, under the strong competitive pressure of wind turbine enterprises after the second line, their market share has declined. In the future, with the increase of market concentration, Goldwind Technology, as a leader, is expected to increase its share. At the end of the third quarter of 2024, the company's external order volume was 41.38GW, and sufficient in-hand order volume supported its share increase.Before the US stock market: China ETF-Direxion fell by nearly 4% and Broadcom rose by about 14% when it was three times richer. Before the US stock market, China Stock Exchange fell by about 3% and Pinduoduo fell by about 1%. Broadcom rose by about 14%, the company's Q4 profit exceeded expectations, and AI revenue in the whole fiscal year doubled by 220%.
Beijing Stock Exchange plans to carry out the fifth network-wide test of trading support platform optimization tomorrow. On December 13th, the office of Beijing Stock Exchange and the office of National Stock Transfer Company issued a notice to carry out the fifth network-wide test of trading support platform optimization on December 14th. The participating institutions are Beijing Stock Exchange, National Stock Transfer Company, China Clearing, Shenzhen Stock Connect, securities companies, fund companies and information providers.Singapore Straits Times Index closed at 3,810.35.The CSRC approved the registration application of Jiangnan New Materials Technology Co., Ltd. for initial public offering of shares.
Strategy guide
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Strategy guide 12-14
Strategy guide
12-14
Strategy guide
Strategy guide
12-14
Strategy guide 12-14