HSBC: The Bank of Japan may raise interest rates next week. Economists at HSBC Global Research pointed out that the Bank of Japan may raise interest rates at its meeting in December. Frederic Neumann and Jun Takazawa, the bank's economists, said that the recent hawkish remarks by officials reflected both foreign exchange fluctuations and the improvement of economic data. Most members of the Bank of Japan's Policy Committee may have enough confidence that wages will continue to increase generally next year and will choose to raise interest rates before December and January, when Trump takes office. Japan's economy and prices are still on the normal track, and wages, consumption and service inflation have all made progress. HSBC predicts that the Bank of Japan will raise interest rates by 25 basis points again in the first quarter of 2026, bringing the policy interest rate to 1%.11 Lianban Yiming Food: There is a risk of a sharp decline in stock trading in the short term. Yiming Food issued a suggestive announcement on the risk of stock trading. Since November 26, 2024, the company's stock has been trading daily for eleven consecutive trading days, and the cumulative turnover rate of the company's stock in the last eleven trading days has reached 66.90%, which is a risk of a sharp decline in the short term. The company's price-earnings ratio (TTM) is 487.98 and the price-to-book ratio is 10.43, both of which are significantly higher than the average level of the food processing and manufacturing industry, and there are risks of overvaluation and secondary market transactions. The company is mainly engaged in the research and development, production, sales and chain operation of fresh dairy products and baked goods, and may face risks such as product deterioration and food safety problems. In addition, the company's business model is mainly store retail, and the competition in the same industry is fierce. The price fluctuation of main raw materials may also have an impact on the company's operating performance. At present, the company has not found any media reports or market rumors that affect the stock trading price.Xuchang Aier Eye Hospital was accused of giving referral doctors a commission to State Administration for Market Regulation for investigation. Recently, Dr. Ai Fen from Wuhan, Hubei Province reported his real name, and Henan Xuchang Aier Eye Hospital gave referral doctors a commission, and listed the amount of the commission, the card number of the receiving bank, the doctor's name and mobile phone number. On December 10th, according to the contents of the report, the upstream journalists randomly dialed 12 people, 7 of whom answered the phone. Seven people are all doctors, three of whom admitted to receiving the commission from Aier Ophthalmology, and four said that they had to check the running water to know whether they had received the commission. At present, Xuchang Municipal Market Supervision Administration has filed an investigation. (Upstream News)
HSBC: The Bank of Japan may raise interest rates next week. Economists at HSBC Global Research pointed out that the Bank of Japan may raise interest rates at its meeting in December. Frederic Neumann and Jun Takazawa, the bank's economists, said that the recent hawkish remarks by officials reflected both foreign exchange fluctuations and the improvement of economic data. Most members of the Bank of Japan's Policy Committee may have enough confidence that wages will continue to increase generally next year and will choose to raise interest rates before December and January, when Trump takes office. Japan's economy and prices are still on the normal track, and wages, consumption and service inflation have all made progress. HSBC predicts that the Bank of Japan will raise interest rates by 25 basis points again in the first quarter of 2026, bringing the policy interest rate to 1%.Shakti Kanta Das, Governor of the Bank of India: Restoring the balance between inflation and growth is the most important task; Digital currency, the central bank, has great potential and is the future of money.Personal pension products are about to expand greatly, and the debt base, index and active equity funds that meet the standards can all issue Y shares. It is learned from many public offerings that the Y shares of personal pension funds are about to expand greatly. The types of funds that can set up Y shares will be expanded from pension FOF to bond funds, index funds, active equity funds and other types. Some insiders said that fund companies do not need to report specific products that want to issue Y shares, and the Ministry of Human Resources and Social Security will uniformly announce the standards (scale, rate, performance, etc.) that can be included in the expansion, and products that meet the standards will naturally be included in the alternative pool. "The first step is to open bond funds, the second step is index funds, and the third step is active equity funds." Many insiders confirmed, but the specific expansion rules will be announced by the CSRC and the Ministry of Human Resources and Social Security. "It is expected this week." (Interface News)
Kim Sang-wook, a member of South Korea's ruling party, changed his position and praised him for impeaching Yin Xiyue. According to Korean media reports, Kim Sang-wook, a member of South Korea's ruling party's National Force, changed his position on the 10th and said that he would vote in favor of the impeachment case of President Yin Xiyue. According to Yonhap News Agency, Jin Xiangxu said at a press conference in the National Assembly that the emergency martial law seriously violated conservative values, was an intolerable and indisputable absolute mistake, and was also a state crime that should be severely punished. He will vote in favor of the president who plans anti-constitutional and anti-democratic martial law in the next impeachment vote. (World Wide Web)Cyrus weakened in the afternoon, falling more than 5% in intraday trading, with turnover exceeding 9.1 billion yuan.Sanhui Electric: Due to inaccurate information disclosure, Sanhui Electric announced that the company recently received a supervision letter from Ms. Jiang Shuling, an independent director, pointing out that the company's energy storage business income and cost accounting were not standardized, which led to inaccurate information disclosure in the third quarter of 2023. Independent directors urged the company to conduct accounting in strict accordance with accounting standards, improve the standard level, and strengthen the management and control of raised funds and internal business processes. In addition, the management is required to seriously study relevant laws and regulations to prevent similar incidents from happening again. The company has attached great importance to the requirements of the supervision letter and will complete the rectification on time.
Strategy guide 12-13
Strategy guide
12-13
Strategy guide 12-13
Strategy guide 12-13