On December 10th, it was reported that Yizi International, a snack and candy company, was exploring the acquisition of Hershey, a well-known chocolate manufacturer in the United States. This potential transaction is expected to create a food giant with a total sales of nearly $50 billion. People familiar with the matter said that Yizi had made preliminary contact on a possible merger. By the end of last week, the market value of Yizi was about $84 billion, compared with $35 billion at Hershey. People familiar with the matter said that the consultation was at an early stage and it was uncertain whether an agreement would be reached.Huatai Securities: The target price of Yum! China was raised to HK$ 472.48, and the "Buy" rating was maintained.Huatai Securities: The target price of Yum! China was raised to HK$ 472.48, and the "Buy" rating was maintained.
Donghai securities: The refrigerant industry is expected to maintain a high degree of prosperity. According to the donghai securities Research Report, in 2025, the second-generation refrigerant quota will be reduced, and the total production quota of the third-generation refrigerant will remain at the baseline value. With the increase in demand for new household air conditioners and maintenance and replacement, the supply and demand relationship of the third-generation refrigerants will tighten, and the downstream air conditioners will be rapidly upgraded in December. The refrigerant industry is expected to maintain a high degree of prosperity, and the profitability of related refrigerant manufacturers is expected to be greatly improved. It is suggested to pay attention to the leading refrigerant industry and fluorine chemical production enterprises with relatively perfect industrial chain, such as Juhua, Sanmei and stone resources related to fluorine chemical raw materials."China-Shanghai Bonded Fuel Oil Ship for Quotation" was selected as one of the "Top Ten Cases of the Second Pudong Green Finance Development". Recently, at the "Shanghai Green Finance Development and Pudong New Area Innovation Promotion Conference" held by the Financial Office of Pudong New Area Committee, the case of "China-Shanghai Bonded Fuel Oil Ship for Quotation" (hereinafter referred to as Shanghai Quotation) jointly issued by Shanghai Futures Exchange (hereinafter referred to as the last issue) and Shanghai Petroleum and Natural Gas Trading Center was successfully selected as one of the "Top Ten Cases of the Second Pudong Green Finance Development". (Published in the last issue)Huizhou Intelligent: It received the final judgment of Xiangyun Microfinance Case, and Huizhou Intelligent announced that the company received the Civil Judgment of Jingminzhong No.493 issued by Beijing Higher People's Court on December 10, 2024, and the verdict was to dismiss the appeal and uphold the original judgment. Xiangyun Company filed a lawsuit against the company for a loan contract dispute, involving a principal of 70 million yuan and overdue interest. This judgment is final, and the company is not liable in this case, which has no impact on the company's current profits and future profits.
The net sales of southbound funds exceeded HK$ 4 billion.Citic Lyon: We are optimistic about the cross-border capital flow and IPO recovery of the Hong Kong Stock Exchange, but we should pay attention to the fluctuation of H shares of Chinese brokers. Citic Lyon issued a report saying that we are optimistic about the cross-border capital flow and IPO recovery of the Hong Kong Stock Exchange (00388.HK), and noted that china galaxy (06881.HK) is highly sensitive to the transaction costs of A-share securities. Citic Lyon expects that the A-share trading volume will remain stable in 2025 with the support of favorable liquidity, ETF growth and structural shift of household balance sheets to financial assets, but the bank reminds investors to pay attention to the recent excessive fluctuation risk of H-share brokers.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)
Strategy guide 12-13
Strategy guide
12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide 12-13
Strategy guide 12-13