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Major rating ｜ Daiwa Capital Markets: Prefer stocks that benefit from domestic demand or policy support, including Meituan, Mengniu, Tencent, and Trip.com in the 'buy' list.
Dahua Jixian's report pointed out that looking ahead, the bank expects that with Trump returning to the White House, the tension between China and the US may escalate, and Trump's inclination to increase tariffs may bring unfavorable factors. Therefore, the bank prefers stocks related to domestic demand or benefiting from policies, and has included Meituan, Mengniu, Tencent, and Ctrip in the "buy" list. Regarding Meituan, the bank is bullish on the continuous expansion of its food delivery business market share, the increase in penetration rate of its fresh e-commerce business, and the synergistic effects with core business and new measures; with a target price of 222 Hong Kong dollars. As for Mengniu, the bank believes that the balance between supply and demand of raw milk will be achieved by the mid-2025, and the status of channel inventory
Nasdaq, S&P hit new highs, French stock and bond yields fluctuate and rise, Euro once fell more than 1%, Dollar rose.
On the first trading day of December, Cyber Monday shopping amounts will break records, with the Nasdaq and Chinese concept stocks rising about 1%, and the chip index leading with a 2.6% increase, while the Dow fell from its peak. Tesla soared over 4% during the day, intel rose nearly 6% before turning negative, super micro computer surged nearly 29%, and Xpeng autos climbed over 5%, but Li Auto dropped nearly 4%. The French government faces a vote of no confidence, causing French stocks to briefly fall over 1%, and the spread between French and German government bond yields approached the widest in twelve years. US henry hub natural gas fell over 4%, the indian rupee hit a new low, and the offshore yuan dropped over 400 points, falling below 7.29 yuan.
Is China Mengniu Dairy Company Limited's (HKG:2319) Stock's Recent Performance Being Led By Its Attractive Financial Prospects?
Zhixun Hong Kong stocks repurchase statistics | November 29th
Hong Kong stock buyback statistics | November 29
[Brokerage Focus] Societe Generale expects continuous improvement in china consumer next year, recommends focusing on Tsingtao Brewery (00168) and Nongfu Spring (09633).
Jinwu Finance | According to a research report from Credit Lyonnais, it is expected that consumer conditions in china will continue to improve next year, especially in the second half of next year, assuming steady implementation of support policies, while most stocks remain undervalued. The firm anticipates that the baijiu(chinese liquor) sector will be one of the first to recover due to its sensitivity to changes in the macro environment and business demand. Additionally, the firm advises investors to focus on companies with potential for profit reversal, as high-yield themes may face risks of capital outflow if the macro situation recovers smoothly. The firm suggests selecting high-quality large companies during the initial stage of recovery. Preferred stocks include baijiu stocks wuliangye yibin (000858) and shanxi xinghuacun fen wine factory (60.
Lyon: Anticipating improvement in domestic demand, the industry prefers nongfu spring and others.
Lyon released a research report stating that it is expected that china's consumer will continue to improve next year, especially in the second half of next year assuming that support policies are steadily introduced, and most stocks are still cheap. The bank predicts that the baijiu(chinese liquor) industry will be the first sector to rebound, as it is more sensitive to changes in the macro environment and commercial demand. At the same time, the bank recommends investors to focus on companies with profit turnaround potential. If the macro situation recovers smoothly, high-yield themes may face the risk of capital outflows. The bank recommends choosing high-quality large companies in the early stages of recovery. The bank's top stock picks include wuliangye yibin (000858.SZ) and shanxi xinghuacun fen wine factory (600)
