SEHK:2328
SEHK:2328Insurance

Evaluating PICC Property & Casualty (SEHK:2328) After President Yu Ze’s Disciplinary Investigation News

PICC Property and Casualty (SEHK:2328) is back in the spotlight after President Yu Ze was placed under disciplinary review for suspected serious breaches of discipline and law, raising fresh questions about governance and market sentiment. See our latest analysis for PICC Property and Casualty. The investigation headlines have arrived just as sentiment was cooling, with the share price at HK$17.43 after a recent 1 month share price return of minus 9.6 percent. However, the near 3 year total...
SEHK:2233
SEHK:2233Basic Materials

West China Cement (SEHK:2233): Valuation Check After Completing 2026 Notes Tender Offer Settlement

West China Cement (SEHK:2233) has wrapped up the settlement of its tender offer for the 2026 notes, leaving US$200 million outstanding. This provides a clear signal of how management wants its debt profile to look. See our latest analysis for West China Cement. People in the market seem to like that clarity, with the share price now at HK$3.18 and a strong year to date share price return of around 100 percent. In addition, multi year total shareholder returns above 250 percent suggest...
SEHK:883
SEHK:883Oil and Gas

CNOOC (SEHK:883) Valuation Check After New Weizhou 11-4 Offshore Project Starts Production

CNOOC (SEHK:883) just brought its Weizhou 11-4 adjustment and satellite fields online in the Beibu Gulf, a fresh production boost built around new wells and coordinated offshore processing capacity. See our latest analysis for CNOOC. That fresh output story seems to be feeding into sentiment, with the share price up 4.25% over the past month and a 1 year total shareholder return of roughly 34 percent underscoring still solid momentum. If CNOOC’s latest production ramp up has you thinking...
SEHK:6990
SEHK:6990Biotechs

Is Sichuan Kelun-Biotech Biopharmaceutical (SEHK:6990) Fairly Valued After Its 175% Year-To-Date Share Price Surge?

Sichuan Kelun-Biotech Biopharmaceutical (SEHK:6990) has quietly been on a strong run this year, with the stock up around 175% year to date and roughly 150% over the past year. See our latest analysis for Sichuan Kelun-Biotech Biopharmaceutical. That kind of year to date share price return, combined with a 1 year total shareholder return of roughly 150 percent, signals that sentiment has swung sharply toward Kelun Biotech as investors price in faster growth and a lower perceived risk...
SEHK:1208
SEHK:1208Metals and Mining

Will MMG (SEHK:1208)'s Leadership Reshuffle Subtly Recast Its Governance And Risk Narrative?

MMG Limited recently reshaped its leadership structure, appointing Cao Liang as Chairman, expanding executive roles including a new COO, and formalising a refreshed board and committee line-up to align with updated corporate governance requirements. The creation of a Lead Independent Non-Executive Director role and elevation of regional presidents to the Executive Committee point to a stronger focus on board oversight and operational accountability across key assets such as Las Bambas and...