After this year's acquisition frenzy, BlackRock may seek to further expand in the private equity market. The momentum of BlackRock, the world's largest asset management company, may continue, because it is expected that the company will seek further expansion in the fields of private credit, real estate, infrastructure or private equity. BlackRock announced last week that it plans to acquire private credit company HPS Investment Partners for about $12 billion, which is BlackRock's third major acquisition this year. Larry Fink, CEO of BlackRock, said that the transaction will enable the two companies to provide the integration of private equity and open market investment products. Financial sources and analysts said that in the future, BlackRock may enhance its influence in the private equity market through further acquisitions. Goals may include expanding private credit or increasing private equity, so that BlackRock can better compete with large enterprises in alternative investment fields.Zamrazilova, Deputy Governor of Czech Central Bank: There is no reason to change my view on inflation risk in November, and I still think that interest rate cuts should be suspended.Polish and Estonian Prime Ministers held talks to discuss regional security and other issues. Polish Prime Minister Tusk met with Estonian Prime Minister michal in Warsaw on December 11th, local time. The two countries discussed the issues of aid to Ukraine, regional security and cooperation, and Poland's taking over the rotating presidency of the European Union. Michal pointed out at a news conference that it is necessary for NATO member countries to spend more than 2.5% of their gross domestic product (GDP) on defense, and Estonia has already exceeded 2% of GDP in 2022. Michal pointed out that NATO countries are still lacking in air defense and ammunition production capacity, which must be solved quickly. Tusk said that he shared the same attitude with michal on regional security and aid to Ukraine, and he hoped that the conflict between Russia and Ukraine could be ended in a way acceptable to all. (CCTV News)
Cross-border communication: 1% of the company's shares held by the company's largest shareholder and its concerted action plan to be enforced. Cross-border communication (002640) announced on the evening of December 11 that Yang Jianxin, the company's largest shareholder and its concerted action person, Xinyu Ruijing Enterprise Management Service Co., Ltd. (hereinafter referred to as "Xinyu Ruijing") may be forced to enforce the cross-border communication shares held by them due to a dispute over equity pledge debt. Three days after the disclosure of the announcement, The price of this enforcement is determined according to the market price at the time of reduction.Report: In 2024, the revenue of e-sports industry in China exceeded 27.5 billion yuan. According to the 2024 China E-sports Industry Report released on the 11th, the number of e-sports users in China reached 490 million in 2024, up by 0.42% year-on-year. The actual sales revenue of e-sports industry has reached 27.568 billion yuan, up 4.62% year-on-year.This week, the personal pension expansion policy will be announced, "the time point may be December 12". It was learned from insiders that the personal pension expansion policy will be announced this week, "the time point may be December 12". According to industry insiders, the personal pension pilot will be fully liberalized in the near future, expanding from the original 36 pilot cities to the whole country. At the same time, personal pension fund products are also expanding, and some mature broad-based ETF-linked funds and broad-based index OTC products will add Y shares. (21 Finance)
Blonde Technology: Shareholders holding more than 5% of the shares plan to transfer 2% of the shares internally. Blonde Technology announced that as of the announcement date, Ms. Xiong Haitao, a shareholder, holds 122 million shares of the company, accounting for 4.64% of the company's total share capital; Ms. Xiong Haitao and her concerted actions hold a total of 216 million shares, accounting for 8.2% of the total share capital. Ms. Xiong Haitao plans to sign an agreement with Warburg Wanying Private Equity Fund to increase it as a concerted action, and plans to transfer no more than 52.73 million shares to it through block trading, that is, no more than 2% of the total share capital. After the transfer is completed, Huabao Wanying will entrust Ms. Xiong Haitao with the right to vote on the shares. This internal transfer does not involve market reduction, and the shareholding ratio remains unchanged, which does not affect the company's control.After the publication of CPI in the United States, the probability that the Fed will cut interest rates by 25 basis points in December has almost been fully priced. According to CME's "Fed Observation", the probability that the Fed will keep the current interest rate unchanged by December is 2.3%, and the cumulative probability of cutting interest rates by 25 basis points is 97.7%. The probability of keeping the current interest rate unchanged by January next year is 1.7%, the probability of cutting interest rates by 25 basis points is 71.2%, and the probability of cutting interest rates by 50 basis points is 27.1%.The Baltic dry bulk freight index continued its decline, dragged down by the decline of all ship sectors. The Baltic dry bulk freight index continued its decline on Wednesday, hitting a 15-month low, dragged down by the decline of all ship types. The Baltic dry bulk freight index fell 50 points to 1106 points, the lowest level since September 2023. The freight index of capes dropped by 126 points to 1,377 points, also hitting the lowest level since September 2023. The average daily profit of Cape ships decreased by 1043 dollars to 11421 dollars. Panama shipping freight index fell 24 points to 1053 points. The average daily profit of Panamax decreased by 213 dollars to 9,478 dollars. The freight index of super-handy ships fell by 5 points to 962 points, the lowest level since August 2023.
Strategy guide
12-14
Strategy guide 12-14