Morgan Stanley called concerns about South Korean financial stocks "excessive". Morgan Stanley said that recent political developments have hit South Korean financial stocks particularly hard because people are worried that reform efforts may be delayed and the risk of tightening supervision.Market news: Trump's advisers seek to reduce or cancel banking regulators.Japanese and Korean stock markets opened lower, with the Nikkei 225 index down 0.56% at 39,624.05. South Korea's KOSPI index opened down 0.3% to 2,473.75 points.
Bank of Japan: The confidence index of large manufacturers rose to the highest level since March 2022.Bank of Japan: The confidence index of large manufacturers rose to the highest level since March 2022.Asiana Airlines will use Korean Air's 1.500 trillion won investment to repay its debts.
According to people familiar with the matter, Trump's advisers and officials from his newly formed government efficiency department asked him if he could abolish the Federal Deposit Insurance Corporation (FDIC).The fifth district of Beijing issued a blue warning of strong winds. At present, Yanqing District, Mentougou District, Haidian District, Changping District and Fangshan District of Beijing have issued blue warnings of strong winds.Huatai Securities: The main industrial chain of lithium battery pays attention to the opportunity of profit bottoming, and the new technology focuses on solid-state batteries. Huatai Securities said that the domestic market policy side is superimposed on the enterprise side, and the carbon emission assessment in Europe is overweight in 2025. It is expected that the global new energy vehicle market will maintain steady growth in 2025. Coupled with the rapid growth of energy storage, it is estimated that the global battery demand will reach 1544/1937GWh in 2024/2025, which is +30%/+25% year-on-year. In the fourth quarter, the demand for power and energy storage is improving, and the prices of some links of lithium battery have shown signs of stabilization. We are optimistic about the links with tight supply and demand pattern and strong differentiation, and the performance of related enterprises is expected to rise in volume and price next year. In terms of new technologies, solid-state batteries continue to be tested and promoted, composite aluminum foil is expected to be mass-produced next year, lithium-sodium mixed technology is gradually landing, and fast charging permeability is expected to increase. It is recommended to pay attention to the progress of new technology industries.
Strategy guide
Strategy guide 12-14
Strategy guide 12-14