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2024-12-13 10:54:29

Market news: Brazilian President Lula should be able to leave the hospital early next week.German two-year bonds recovered their decline and the yield was flat at 1.95%.According to a poll released by The Israel Times recently, 66% of the Israeli respondents believe that Netanyahu should leave politics, and only 27% of the people support him.


The European Central Bank gave up the idea of keeping interest rates "restrictive".South Korea's finance ministers and Japan's finance ministers held an online meeting, and the two sides reiterated the importance of the partnership between the two countries.ECB: There is no pre-commitment to a specific interest rate path. The investment portfolio of the asset purchase plan declines at a controllable and predictable rate.


India imported 841,993 tons of palm oil in November, compared with 845,682 tons in October.Huachuang Securities: It was first rated as "recommended" by Zangge Mining, with a target price of 33.3 yuan. Huachuang Securities Research Report pointed out that Zangge Mining (000408.SZ) is an important producer of potassium lithium salt and copper in China, with a high dividend return to shareholders. The company actively arranges high-quality potash resources at home and abroad: three major projects, namely, Heibei potash mine in Dalangtan, Alkali-Shishan potash mine and the eastern part of deep brine potash mine in Xiaoliangshan-Dafengshan area, are steadily promoted in China, with a total exploration right of 1,400 square kilometers; Overseas has signed a potash exploration agreement with Laos. At present, the exploration report and potash mine reserve certificate have been obtained. It is estimated that the total amount of potassium chloride resources in Setani County and Ba 'e County is 984 million tons. It is estimated that the output of the first phase of potassium chloride project will be 1 million tons/year, and the scale of potassium chloride production is expected to double in the future. The company is an important manufacturer of potassium and lithium in China, and Julong Copper is expected to inject strong kinetic energy into the company's growth. Considering that Mamicho Mining has not been consolidated at present, it is estimated that the company will realize a net profit of 25.0/27.7/4.29 billion yuan in 24-26 years, which is -27%, +11% and +54.9% respectively. In 2025, it can be compared with the company's average valuation of 19 times, giving the company a valuation of 19 times in 2025, corresponding to the target price of 33.3 yuan, covering for the first time and giving a "recommended" rating.Wal-Mart Financial Technology Company is valued at $2.5 billion, and retailers inject a lot of cash.

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