SEHK:3908
SEHK:3908Capital Markets

Could a Governance Overhaul at China International Capital (SEHK:3908) Shift Its Strategic Decision-Making Power?

China International Capital Corporation Limited has recently proposed the cancellation of its Supervisory Committee and related amendments to its Articles of Association, with these changes to be put to a shareholder vote at the upcoming AGM on October 31, 2025. This proposed governance shift marks a significant restructuring of the company's oversight mechanisms, a move that could reshape internal controls and future decision-making processes. We'll now consider how this planned change to...
SEHK:1519
SEHK:1519Logistics

J&T Global Express (SEHK:1519): Valuation in Focus After Strong Parcel Growth and Expansion Success

J&T Global Express (SEHK:1519) just announced third-quarter operating results that put growth in focus. Total parcel volume climbed 23% from last year, and daily volumes averaged 83.4 million, outpacing market expectations. See our latest analysis for J&T Global Express. The upbeat shipment growth has clearly caught investors’ attention, with a striking year-to-date share price return of 77.8% reflecting both the company’s accelerating volumes and renewed confidence in its expansion strategy...
SEHK:9911
SEHK:9911Interactive Media and Services

Newborn Town (SEHK:9911) Is Up 11.7% After Tencent Cloud AI Deal and Double-Digit Revenue Growth

Newborn Town Inc. (09911.HK) recently reported estimated revenue growth of 37.6% to 39.9% year-on-year for the first three quarters of 2025, fueled by its AI-powered social networking and innovative business segments. Additionally, the company signed a strategic cooperation agreement with Tencent Cloud to jointly explore AI-driven social entertainment, strengthening its position for expansion in the MENA and Southeast Asia markets. Given this collaboration with Tencent Cloud, we'll look at...
SEHK:700
SEHK:700Interactive Media and Services

Tencent (SEHK:700) Valuation in Focus After Tencent Cloud Expands Global Fintech Reach With Klickl Partnership

Tencent Holdings (SEHK:700) is in the spotlight following a collaboration between Tencent Cloud and Klickl, aimed at delivering regulated digital wallet and cross-border payment capabilities for enterprises. This partnership reflects Tencent’s push into global digital finance infrastructure. See our latest analysis for Tencent Holdings. Tencent’s latest partnership builds on a year marked by strong momentum. Its share price has risen 53.25% year-to-date, with a one-year total shareholder...
SEHK:9992
SEHK:9992Specialty Retail

Pop Mart (SEHK:9992): Assessing Valuation After Exceptional Q3 Global Revenue Growth

Pop Mart International Group (SEHK:9992) delivered impressive third-quarter 2025 results, with sales surging 245% to 250% from a year earlier. Gains were strong in both China and overseas markets. See our latest analysis for Pop Mart International Group. Despite the impressive 245% to 250% third-quarter revenue surge, Pop Mart International Group’s shares have recently pulled back, falling nearly 12% over the past month. That said, momentum remains remarkable in the bigger picture, with a...
SEHK:388
SEHK:388Capital Markets

Hong Kong Exchanges (SEHK:388): Evaluating Its Valuation After a Quiet Market Session

Hong Kong Exchanges and Clearing (SEHK:388) shares posted a mild move today, reflecting a quieter session for the wider Hong Kong market. Investors appear to be weighing recent trading activity while keeping an eye on longer-term performance trends. See our latest analysis for Hong Kong Exchanges and Clearing. After a robust start to the year, Hong Kong Exchanges and Clearing’s momentum has cooled in recent months. While the share price return has soared over 48% year-to-date, the 1-year...
SEHK:1104
SEHK:1104Trade Distributors

APAC Resources (SEHK:1104) One-Off Gain Lifts Net Margin to 69.1%, Raising Profit Sustainability Questions

APAC Resources (SEHK:1104) posted a striking net profit margin of 69.1% for the twelve months ending June 30, 2025, a sharp jump from the prior 32.8%. This increase was mainly due to a one-off gain of HK$238.3 million. Over the past five years, however, the company’s average annual earnings declined by 22.8% as it transitioned to profitability. Its Price-to-Earnings ratio of 11.3x matches the industry average but stands above the peer group at 7.9x. Minor risks have been flagged, such as...
SEHK:1313
SEHK:1313Basic Materials

China Resources Cement (SEHK:1313) One-Off CN¥257.5m Loss Challenges Earnings Recovery Narrative

China Resources Building Materials Technology Holdings (SEHK:1313) reported a one-off loss of CN¥257.5 million over the twelve months to 30th September 2025, which dragged its net profit margin down to 1%, compared to 1.4% last year. Over the last five years, earnings have declined at an average rate of 60.9% per year, with earnings growth turning negative in the latest period. This has pushed recent performance far below its longer-term trends. Despite these setbacks, analyst forecasts point...
SEHK:719
SEHK:719Pharmaceuticals

Shandong Xinhua Pharmaceutical (SEHK:719) Margin Decline Reinforces Investor Concerns on Dividend Sustainability

Shandong Xinhua Pharmaceutical (SEHK:719) posted annual revenue growth of 7.4%, trailing the Hong Kong market average of 8.6%. The company’s earnings have grown at 7.5% per year over the past five years, with high-quality results. However, net profit margins slipped from 5.4% to 4.5%, and earnings turned negative in the most recent year. For investors, the combination of below-market revenue growth, recent margin compression, and a flagged dividend risk adds caution to the narrative. Still,...
SEHK:2689
SEHK:2689Forestry

Nine Dragons Paper (SEHK:2689) Profit Margins Double, Reinforcing Bullish Earnings Narratives

Nine Dragons Paper (Holdings) (SEHK:2689) reported a net profit margin of 2.8%, up from 1.3% the previous year, with earnings growth of 135.4% over the last twelve months. While revenue is forecast to grow by 5.3% per year and earnings are expected to increase by 20.3% annually, these figures show the company’s earnings momentum now outpacing the Hong Kong market average. For investors, the key story is accelerating profit improvement alongside robust earnings quality. However, questions...
SEHK:1088
SEHK:1088Oil and Gas

China Shenhua Energy (SEHK:1088) Revenue Growth Trails Market, Challenging Bullish Valuation Narratives

China Shenhua Energy (SEHK:1088) reported annual revenue growth of 1.5%, trailing behind the broader Hong Kong market’s 8.6% growth rate. EPS trends have come under pressure, with a 7% compound annual growth rate over five years giving way to negative earnings growth in the past year and forecasts pointing to a 1% annual decline over the next three years. Despite net profit margins holding steady at 17.6%, just shy of last year's 17.7%, the latest results highlight a challenging outlook and...
SEHK:488
SEHK:488Real Estate

Lai Sun Development (SEHK:488) Losses Accelerate, Sustaining Deep Discount and Bearish Market Narrative

Lai Sun Development (SEHK:488) remains unprofitable, with losses accelerating at an average rate of 4.2% per year over the last five years. Net profit margins have stalled with no visible improvement, and earnings growth was not measurable due to persistent unprofitability. With profits showing no signs of acceleration and no evidence of meaningful past earnings quality, investors are left with a stock trading at a price-to-sales ratio of just 0.2x, which is far below both the industry and...
SEHK:3323
SEHK:3323Basic Materials

China National Building Material (SEHK:3323) Earnings Surge 630.7%, Challenging Bearish Narratives on Profitability

China National Building Material (SEHK:3323) delivered a striking 630.7% earnings growth over the past year, rebounding after averaging a 35.5% annual decline for the prior five years. Net profit margins also climbed sharply, moving from 0.4% a year ago to 3.3%. Despite this headline improvement, current forecasts point to a 0.6% annual decline in future earnings and a modest 3.2% revenue growth rate. Both figures trail the broader Hong Kong market. See our full analysis for China National...
SEHK:1672
SEHK:1672Biotechs

Assessing Ascletis Pharma (SEHK:1672) Valuation After Strong Share Price Surge

Ascletis Pharma (SEHK:1672) recently closed at HK$9.12, catching the attention of investors who are gauging its performance over the month and past 3 months. Returns may reflect shifting sentiment as the broader pharmaceutical sector adapts to ongoing market trends. See our latest analysis for Ascletis Pharma. Ascletis Pharma’s momentum has shifted dramatically this year, with the share price jumping over 181% year-to-date and driving a remarkable 561% total shareholder return for investors...
SEHK:1398
SEHK:1398Banks

Assessing ICBC’s Fair Value After Recent 25% Share Price Surge in 2025

If you have been watching Industrial and Commercial Bank of China lately, you are not alone. Plenty of investors are eyeing this financial giant while weighing whether it is time to buy, hold, or take profits. After all, the stock has climbed an impressive 25.2% year-to-date, and a cool 35.9% over the past twelve months. Zoom out even further and the numbers get even more interesting: shares have nearly doubled over five years, returning 99.4%, with a three-year surge of 109.4%. That kind of...
SEHK:3988
SEHK:3988Banks

Where Does Bank of China Stand After a 23.8% Stock Price Surge in 2025?

If you’re eyeing Bank of China right now, you’re not alone. With sizable moves in its share price lately and some headlines stirring up investor sentiment, it’s a stock worth a closer look. Over the past week, Bank of China’s shares have crept up 2.6%, contributing to a sturdy 23.8% climb over the last year and an impressive 163.2% surge in the past five years. Those kinds of returns don’t just happen by accident. Clearly, something is shifting in how investors perceive the risks and...
SEHK:1272
SEHK:1272Commercial Services

Datang Environment (SEHK:1272) Margin Decline Challenges Bullish Value Narrative Despite Five-Year Earnings Growth

Datang Environment Industry Group (SEHK:1272) reported net profit margins of 9.7% for the latest period, slightly down from 10.5% a year ago. While earnings declined over the past year and are not comparable to the company’s five-year average, Datang has maintained an impressive annual earnings growth rate of 26.2% over the last five years. This highlights its strong long-term performance. Investors may find the combination of attractive valuation metrics and robust multi-year growth...
SEHK:1211
SEHK:1211Auto

BYD (SEHK:1211) Valuation: Is the Market Overlooking Long-Term Growth Potential?

BYD (SEHK:1211) stock has shown some interesting movement recently, catching the attention of those tracking the electric vehicle market. Over the past month, the shares are down slightly, sparking discussions on what is shaping the current sentiment. See our latest analysis for BYD. Zooming out, BYD’s 20.8% share price gain year to date stands out even amid recent volatility, although momentum has cooled a bit since the spring rally. Over the past year, the stock notched a 7.8% total...