Huaxi Energy signed a strategic cooperation agreement with the government of Jiangbul State, Kazakhstan. According to the official news of Huaxi Energy, on December 11th, representatives of Jiangbul State Government, Huaxi Energy and Safaa Energy of Kazakhstan jointly signed a strategic cooperation agreement on developing renewable energy (wind energy, solar energy and hydropower), energy conservation and garbage power generation-related projects in Kazakhstan.Yamato: Raising the target price of IWC to HK$ 20 has a more positive view on next year's revenue growth. Yamato published a report that under the strong demand from Malaysia, the bank has a more positive view on IWC's revenue growth next year. In addition, the bank believes that the external financing of operating GDSI, a data center outside the mainland, will release shareholder value. However, as GDSI will be separated from IWC's consolidated statements in the fourth quarter of this year, the bank believes that IWC's short-term re-evaluation will still mainly depend on its mainland business performance, so it still maintains a wait-and-see attitude. The bank maintained its "hold" rating on IWC, and its target price was raised from HK$ 8.6 to HK$ 20. Considering the increase in capital expenditure of IWC from 2025 to 2026, the bank raised its revenue forecast for this year and next by 5% to 24%, mainly due to the strong demand in the international market driven by short video platforms. In addition, in view of the fact that the company raised its capital expenditure guideline from 6.5 billion yuan to 11 billion yuan this year, the bank raised its capital expenditure forecast from 6.7 billion yuan to 11 billion yuan in 2024 and from 3.5 billion yuan to 10.5 billion yuan in 2025. In addition, the bank will raise the adjusted EBITDA forecast of IWC this year and next by 4% to 13% to consider the EBITDA contribution of its overseas business; It is estimated that the total revenue will increase by 15% this year (10% compared with the previous forecast) and 33% next year (15% compared with the previous forecast). The adjusted EBITDA is expected to increase by 11% and 25% this year and next (8% and 15% compared with the previous forecast).Samsung has lowered its mobile phone production target to 229 million units next year. Samsung Electronics has set a mobile phone production target for 2025, and plans to produce about 229 million smartphones. This goal includes 179.4 million units produced by ourselves and 49.9 million units produced by joint design and manufacturing (JDM). Compared with the initial plan of 237 million units in October this year, this target has been lowered by 7-8 million units, only slightly higher than the shipment forecast for the whole year of 2024.
South Korea's former defense chief Jin Longxian's confidential mobile phone was detained by the police and the Ministry of National Defense. On the 12th local time, it was learned that the South Korean police and the Ministry of National Defense detained the confidential mobile phone of former defense chief Jin Longxian. (CCTV News)Indian Rupee's exchange rate against the US dollar fell below 84.86, a record low.Noon announcement: Southeast Power Grid won the bid for the 489 million yuan smart logistics eHub project in Hangzhou, ① China Green Power: obtaining the 200,000 kW wind power construction index in Guizhou. The projects of "duyun city Pingshan Wind Farm" and "duyun city Tudizhai Wind Farm" declared by Shaanxi Branch of Luneng New Energy (Group) Co., Ltd., a subsidiary of the company, were included in the "Guizhou Province 2024 Wind Power Photovoltaic Power Generation Construction Scale Project Plan (the third batch)". The acquisition of the above new energy construction indicators is conducive to enriching the company's new energy project reserves. ② Tianyoude Liquor: Decided to carry out activities to invite shareholders to taste products. As of the company's closing on the afternoon of January 19, June 6 and August 13, 2024, shareholders who have registered in Shenzhen Branch of Zhongdeng Company and hold shares in the company can participate in the following activities after successful registration: shareholders can enjoy a 50% discount coupon, and as a general prize, each shareholder can get one, and they can buy products in the shareholder area; One shareholder tasting of Tianyoude Liquor, totaling 3,500 copies, was selected from the number of successful applicants. ③ Tailin Bio: Only the last half trading day is left before the "Tailin Convertible Bonds" stops converting shares, that is, the afternoon trading session on December 12. After the market closes on December 12th, the "Tailin Convertible Bonds" that have not been converted into shares will stop conversion, and the remaining convertible bonds will be forcibly redeemed at the price of 101.15 yuan per share. If forced to redeem, investors may face investment losses. ④ Southeast grid: The company recently received the Notice of Winning Bid from Zhejiang Airport International Logistics Supply Chain Co., Ltd., and determined that the company was the winning bidder of "Global Smart Logistics Hub Hangzhou eHub Project (Distribution Warehouse)", with a total winning bid of 489 million yuan, accounting for 3.76% of the company's annual operating income in 2023, and the project duration was 730 days.
Renhe Pharmaceutical invested in Jiangxi to establish a health industry company. According to the enterprise search APP, Jiangxi Renhe Jiuniuai Health Industry Co., Ltd. was recently established, with Xin Li as the legal representative and a registered capital of 1 million yuan. Its business scope includes: food Internet sales, health food production, health care services (non-medical), health consulting services, sales of first-class medical devices, sales of agricultural and sideline products, etc. Enterprise survey shows that the company is jointly held by Renhe Pharmaceutical and Xin Li.Market news: Britain is considering the largest auction of renewable energy subsidies in history.Another ruling party member supported the impeachment of Yin Xiyue. On the morning of 12th local time, Zhongwu Qin, a famous Korean shooter, Olympic champion and member of parliament of the ruling National Power Party, expressed his support for the impeachment of President Yin Xiyue. At present, six members of parliament of the ruling party have publicly indicated that they will support the impeachment case of President Yin Xiyue. Earlier, South Korea's ruling National Power Party MP Kim Jae-sub announced on the 11th that he would vote in favor of the next presidential impeachment case, bringing the number of ruling party MPs in favor of impeaching President Yin Xiyue to five. South Korea's pan-opposition party has 192 seats in the National Assembly. If the impeachment motion is to be passed in the National Assembly, it needs to obtain at least two-thirds majority of the total 300 seats in the National Assembly, that is, 200 votes in favor. Therefore, the opposition party needs to win at least 8 ruling party members to vote in favor. (CCTV)
Strategy guide
Strategy guide 12-14
Strategy guide
12-14