Australia's business confidence has fallen sharply, and the economic outlook is not optimistic. Australia's business confidence index fell sharply in November, and the current situation index measuring employment, sales and profitability has further weakened, once again indicating that the private sector in the economy is facing heavy pressure. According to a survey released by the National Bank of Australia on Tuesday, the business confidence index dropped by 8 points to -3, reversing the gains in October. The status quo index dropped from 7 to 2. "Overall, the survey shows that growth continued to be weak in the fourth quarter," the bank said in the report. As the capacity utilization rate is still above average, it may take more time for price pressure to fully return to normal. The Reserve Bank of Australia will announce its last interest rate decision this year in a few hours, and it is almost certain that the policy interest rate will remain at a 13-year high of 4.35%. Last week's data showed that Australia's GDP was weak again in the third quarter, prompting traders to advance their expectations of interest rate cuts from May next year to April.Six Guatemalans were arrested on suspicion of an immigrant truck accident. On December 9, local time, the United States and Guatemala jointly announced that six Guatemalans were arrested. They are suspected of human smuggling and involved in the accident that the vehicle carrying immigrants overturned in Mexico in 2021. The suspect will be charged with conspiracy, endangering life, causing serious personal injury and causing death. In 2021, a truck carrying more than 160 immigrants crashed into a bridge pillar of an overpass in Tustra Gutierrez, the capital of Chiapas in southern Mexico, killing more than 50 people.视觉交易香港收购在香港暂停交易。
Guotai Junan: Airline naked fares will keep rising year-on-year, and the pressure on oil prices will continue to improve. Guotai Junan Research Report said that the recent trend of passenger flow and load factor conforms to the characteristics of off-season, and is better than the same period in 2023. The pressure on oil prices has improved significantly since the fourth quarter of 2024. In December, the ex-factory price of domestic jet fuel increased slightly by 3% from the previous month and decreased by 17% year-on-year, continuing the downward trend of the central government. Recently, domestic naked fares have kept rising year-on-year, and it is estimated that more than half of the fuel has been reduced, reflecting that the recovery of supply and demand is better than expected, and it is expected that the off-season will greatly reduce losses year-on-year. Considering that the recent decline in international oil prices will be transmitted to China with a delay of about two months, the oil price pressure will continue to improve in the first quarter of 2025. It is predicted that the concentration of passenger flow in Spring Festival travel rush in the first half of 2025 will contribute to the active revenue management of the airline company, and the peak season may show more than expected profit elasticity and catalyze optimistic expectations. Reaffirm the logic of super cycle and long period of aviation equipment. When supply and demand recover, considering the marketization of fares and the slowdown of fleet growth, the profit center can be expected to rise.Soochow securities: Market sentiment is expected to boost allocation opportunities in pro-cyclical directions. The soochow securities Research Report pointed out that in the short term, policy easing is expected to further heat up, and market sentiment is expected to be boosted. In the short term, it is suggested to pay attention to allocation opportunities in pro-cyclical directions. Before and after the inflection point of previous economic cycles, due to the obvious increase of investors' attention to policies, market transactions at the end of the year often revolve around policy expectations. Compared with 2012, 2014 and 2022, with the gradual landing of macro boots at the end of the year and the beginning of the year, the market style may switch to the broader market in stages. In the short term, the market sentiment will be significantly boosted, and the pro-cyclical style is expected to usher in configuration opportunities.Japan's Minister of Economic Regeneration Ryosuka Akazawa: (When asked about the revised GDP data in the third quarter) Although we have not got rid of deflation, a virtuous circle of wage increase and price transmission has begun.
Qingdao Yurun International Plaza failed again, and the starting price dropped from 1.2 billion yuan to 219 million yuan. On December 9, according to the information disclosed by Ali Assets Auction Network, the "Yurun International Plaza" project (HD0606-003 plot) in the core area of Qingdao High-tech Zone failed again, and the starting price dropped to 219 million yuan, and no one signed up. On July 4, 2022, the project was put on the market for the first time. At that time, the reserve price was 1.2 billion yuan. The project was developed by Qingdao Dihua Real Estate Development Co., Ltd., located in the core area of Central Intelligence Island. It was originally planned to invest 6 billion yuan to build a commercial complex integrating technology and finance Center and five-star hotels.Bruker sprinted for the IPO of Hong Kong stocks, Bruker Group Co., Ltd. updated its prospectus and tried to list on the main board of the Hong Kong Stock Exchange for the second time. The co-sponsors are Goldman Sachs (Asia) Securities and Huatai Financial Holdings. According to Jost Sullivan's report, Bruker's market share in China's patchwork role toy market and China's patchwork toy market is 30.3% and 7.4% respectively. Bruker's toy products are mainly divided into two categories: "assembling role toys" and "building block toys", and the prices of mainstream products range from 19.9 yuan to 399 yuan. Most of Bruco's revenue comes from the sales of products based on Altman IP, accounting for 63.5% and 57.4% of its revenue in 2023 and the first half of 2024 respectively.List of A-share restricted shares lifted: The restricted shares with a market value of 3.961 billion yuan were lifted today. On Tuesday (December 10th), the restricted shares of six companies were lifted, with a total lifting amount of 185 million shares. According to the latest closing price, the total lifting market value was 3.961 billion yuan. Judging from the amount of lifting the ban, one company lifted more than 10 million shares. Dongxin, Guiyan Platinum and Hangzhou Jiebai were among the top companies, with 166 million shares, 6,131,900 shares and 6,033,300 shares respectively. Judging from the market value of lifting the ban, the number of shares lifted by a company exceeds 100 million yuan. Dongxin Co., Ltd., Guiyan Platinum Industry and Yineng Power are among the top companies in terms of market value, with market values of 3.717 billion yuan, 86.767 million yuan and 81.6371 million yuan respectively. Judging from the proportion of shares released from the ban to the total share capital, the proportion of one company released from the ban exceeded 10%. Dongxin, Yineng Power and Baolijie are among the top companies, with the lifting rates of 37.47%, 5.75% and 1.78% respectively.