SEHK:3898
SEHK:3898Machinery

Zhuzhou CRRC Times Electric (SEHK:3898): Valuation Check After New Long-Term Supply Deals and Governance Updates

Zhuzhou CRRC Times Electric (SEHK:3898) has just locked in fresh mutual supply agreements with CRRC Group and Qingdao Company for 2026 to 2028, reinforcing long term operating visibility and governance-driven investor confidence. See our latest analysis for Zhuzhou CRRC Times Electric. Those long term supply deals land at a time when the share price, now at HK$38.58, has already logged a strong year to date share price return and a solid 1 year total shareholder return. This suggests momentum...
SEHK:1378
SEHK:1378Metals and Mining

Will Index Inclusion in HSCEI Change China Hongqiao Group's (SEHK:1378) Investment Narrative?

In December 2025, China Hongqiao Group Limited was added to the Hang Seng China Enterprises Index, marking its inclusion among major Hong Kong–listed mainland enterprises. This index inclusion can broaden the company’s investor base as passive funds and benchmarked mandates adjust portfolios to reflect the new constituent. We will now explore how Hongqiao’s entry into the Hang Seng China Enterprises Index shapes its investment narrative and perceived market relevance. The end of cancer?...
SEHK:2005
SEHK:2005Pharmaceuticals

SSY Group (SEHK:2005): Valuation Check After New China Drug Approvals Expand Commercial Portfolio

SSY Group (SEHK:2005) just cleared an important regulatory hurdle in China, securing NMPA approvals for its Levofloxacin Eye Drops and Compound Sodium Picosulfate Granules, both passing consistency evaluations that support broader commercialization. See our latest analysis for SSY Group. Despite the positive news, SSY Group’s HK$2.96 share price still reflects a muted mood, with a negative year to date share price return and a three year total shareholder return that suggests sentiment has...