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2024-12-14 06:34:11

Millay: Argentina seeks to reach a free trade agreement with the United States next year.Trump appointed TOM BARRACK as the US ambassador to Turkey.Syrian opposition forces claimed to have taken control of the eastern Syrian city of Deir ez-Zor. According to Al Jazeera and Arabiya TV, on the 10th local time, Hassan Abdel Ghani, commander of Syrian opposition forces, said that "the eastern Syrian city of Deir ez-Zor has been completely controlled".


Japanese manufacturers' confidence index turned negative to the central bank's forecast in December. A short-term survey in Reuters, Japan, found that Japanese manufacturers' business confidence deteriorated further in December due to concerns about US protectionist policies. The survey of 505 large Japanese non-financial enterprises showed that manufacturers' confidence index fell from 5 in November to -1 in December, which was the first time since last February, and the number of pessimists exceeded optimists for the first time in 10 months. The loss of business confidence may cast a shadow over the Bank of Japan's forecast. The Bank of Japan had previously predicted that a steady recovery driven by rising wages and consumption would help inflation reach the 2% target in a sustainable way and justify further interest rate hikes. Many manufacturing industries have reported that business confidence has declined. Among electronic machinery manufacturers, steel and non-ferrous metal manufacturers, pessimists far exceed optimists.Guotai Junan: From policy expectation to focusing on performance, the marginal improvement of mass goods, Guotai Junan said, from policy expectation to focusing on performance, the marginal improvement of mass goods, stable drinks, marginal decline of alcohol, configuration: mass goods > beer & drinks > liquor, first grow before value, first choose snacks, certain preferred condiments, drinks and beer, and gradually lay out liquor: under low expectation, the layout is oversold and the valuation target is low, which is steady. Popular products: 1) Snacks and some condiments are preferred. 2) beer and drinks. 3) tobacco.Huatai Securities: The policy overweight boosts consumption and is optimistic about the four main lines. Huatai Securities Research Report said that with the continuous efforts of promoting consumption policies, the large consumer sector ushered in the configuration window period and continued to be optimistic about the basic orientation and valuation repair of the consumer sector. It is suggested to pay attention to four main investment lines: 1) the rise of domestic products: the strength and brand power of domestic products in beauty care, home appliances, pets, textiles and clothing are constantly improving, occupying consumers' minds against the trend, and domestic products continue to lead; 2) Emotional consumption: the products on the supply side are continuously iterated, and the goods/services are built as a medium to convey emotional value, and the consumption on the demand side is superimposed to promote the continuous expansion of the tide play /IP economy; 3) New cost performance: The consumption concept of residents is becoming more and more rational, and the quality-price ratio has become the core of consumption decision-making. The new cost performance consumption focusing on "good but not expensive" is expected to continue to grow rapidly; 4) Consumption going to sea: Going to sea has become a necessary topic for consumer enterprises. Under the two-way catalysis of supply and demand, China enterprises are actively participating in global market competition and paying attention to brand/culture/service going to sea.


More than 700 listed companies have announced the replacement of the audit institutions in 2024. According to incomplete statistics, since the beginning of this year, the number of listed companies planning to replace the accounting firms in 2024 has exceeded 700. Among them, the number of listed companies that intend to change accounting firms in October and November is 248 and 200 respectively. Looking back at the "exchange tide", three phenomena stand out: First, in order to improve the quality and ability of capital market intermediaries, the supervision of accounting firms by the regulatory authorities has been significantly enhanced. Based on the principle of prudence, listed companies collectively cancel the contract with the "problem institute"; Second, under the heavy penalty, more and more accountants choose to change their firms to practice, while listed companies choose to change their firms instead of accountants; Third, listed companies employ audit institutions through competitive negotiation, public bidding, invitation bidding, etc. In the bidding process, in order to attract more customers and increase the signing rate, the phenomenon of audit institutions reducing prices has increased. (Securities Daily)Trump said that individuals or companies that invest more than $1 billion in the United States will get accelerated approval. US President-elect Trump wrote in a post on his social media Truth Social on Tuesday: "Any individual or company that invests more than $1 billion in the United States will get comprehensive and accelerated approval and permission, including but not limited to all environmental approvals." This is the latest sign that Trump intends to relax the supervision of federal agencies and attract more foreign investment during his second term.SpaceX is valued at about $350 billion due to internal stock sales. According to an email sent to employees seen by the media, SpaceX and its investors have agreed to acquire the company's common stock of up to $1.25 billion at a price of $185 per share. This transaction values elon musk's rocket and satellite manufacturer at about $350 billion.

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