SEHK:3330
SEHK:3330Metals and Mining

Does Board Reshuffle and Reduced Independence Change The Bull Case For Lingbao Gold Group (SEHK:3330)?

In December 2025, Lingbao Gold Group announced a series of boardroom changes, including the resignation of an independent non-executive director and the replacement of an executive director with a new appointee linked to the controlling shareholder. The rapid reshaping of its board and key committees, including leadership of the remuneration and strategy functions, spotlights governance, succession, and influence at the company. We will now explore how this shift in board independence and...
SEHK:2128
SEHK:2128Building

Reassessing China Lesso Group Holdings (SEHK:2128)’s Valuation After New Related-Party Accessories Agreement

China Lesso Group Holdings (SEHK:2128) has just signed a three year accessories cooperation agreement with related party Guangdong Liansu Electric, setting terms for electronic accessories purchases from 2026 to 2028 under Hong Kong connected transaction rules. See our latest analysis for China Lesso Group Holdings. The new connected transaction lands at a time when China Lesso’s HK$4.63 share price has delivered a 39.88% year to date share price return but a much weaker 3 year total...
SEHK:1208
SEHK:1208Metals and Mining

Does MMG (SEHK:1208) Rosebery Offtake Deal Reinforce Strategic Discipline or Heighten Governance Questions?

MMG Limited has announced that, on 16 December 2025, its subsidiary entered into the Rosebery Concentrate Sales Agreement to sell 100% of Rosebery’s 2026–2027 production, estimated at 6,000 dry metric tonnes per year, to Minmetals North-Europe, an associate of its controlling shareholder CMC. The deal, awarded via a competitive tender and priced on terms described as superior to independent bids, secures offtake with a specialist smelter while operating as a connected transaction under Hong...
SEHK:9676
SEHK:9676Food

Reassessing Shiyue Daotian Group (SEHK:9676) Valuation After Sweeping Governance Reshuffle

Shiyue Daotian Group (SEHK:9676) just pushed through a sweeping governance reshuffle, adding new executive and independent directors, abolishing its Board of Supervisors and revising its Articles of Association. These are changes that the market is now pricing in. See our latest analysis for Shiyue Daotian Group. At around HK$7.10, the stock has seen a choppy near term pattern, with a negative 3 month share price return but a positive year to date share price return and a stronger 1 year...
SEHK:1972
SEHK:1972Real Estate

Did Record HK$2.20 Billion Deep Water Bay Sales Just Shift Swire Properties' (SEHK:1972) Investment Narrative?

Swire Properties recently sold two luxury houses at 6 Deep Water Bay Road for a combined HK$2.20 billion, with completion expected in the first quarter of 2026. The record pricing for these homes highlights resilient demand at the very top end of Hong Kong’s residential market, underscoring the value of Swire’s premium residential pipeline. We’ll now explore how this record luxury sale, and what it signals about high-end housing demand, may influence Swire Properties’ investment...
SEHK:1308
SEHK:1308Shipping

Assessing SITC International Holdings (SEHK:1308) Valuation After Its Confidence-Boosting Special Dividend Announcement

SITC International Holdings (SEHK:1308) has just declared a special cash dividend of HKD 0.70 per share, which is a clear signal that management is comfortable returning extra cash to shareholders on top of regular payouts. See our latest analysis for SITC International Holdings. The special dividend announcement comes after a strong run, with the share price at HK$27.74 and a robust year to date share price return. The one year total shareholder return of 58.02 percent suggests momentum is...
SEHK:293
SEHK:293Airlines

Will Deeper China–Spain Links Reshape Cathay Pacific’s Long‑Haul Strategy and Network Edge (SEHK:293)?

Cathay Pacific Airways has been highlighted in past announcements around the 2026 FITUR International Tourism Fair in Madrid and increasing China–Spain air links, including new routes such as Madrid–Guangzhou that deepen tourism cooperation between the two countries. This growing China–Spain connectivity, supported by rising outbound Chinese travel demand, could reinforce Cathay Pacific’s role in long-haul tourism flows and international network strength. We’ll now examine how Cathay...
SEHK:696
SEHK:696Hospitality

Evaluating TravelSky Technology (SEHK:696)’s Valuation After Jiang Bo’s Election as Chairman and Executive Director

TravelSky Technology (SEHK:696) just handed Jiang Bo the keys, elevating him to executive director, board chairman, and head of key committees after shareholders approved resolutions at an Extraordinary General Meeting. See our latest analysis for TravelSky Technology. The leadership reshuffle lands at a time when momentum is quietly improving, with a year to date share price return of 8.73% and a 1 year total shareholder return of 6.00%, even though longer term total shareholder returns...
SEHK:1209
SEHK:1209Real Estate

Valuation Check on China Resources Mixc Lifestyle Services (SEHK:1209) After Major CR Land Services Framework Renewal Approval

China Resources Mixc Lifestyle Services (SEHK:1209) just received overwhelming independent shareholder approval to renew and expand its commercial operational services framework with CR Land, effectively locking in a major stream of related party service revenue. See our latest analysis for China Resources Mixc Lifestyle Services. The market seems to be recognising that this renewed framework helps de risk future revenue. With the share price at HK$43.56 and a strong year to date share price...
SEHK:9999
SEHK:9999Entertainment

NetEase (SEHK:9999): Valuation Check After China Gaming Revenues Hit Record Highs and Overseas Growth Accelerates

China's video game market just logged record revenue, growing about 8% this year as domestic hits from Tencent and NetEase (SEHK:9999) gained traction overseas, especially on mobile and AI enhanced titles. See our latest analysis for NetEase. NetEase's share price has pulled back from recent highs, with a 90 day share price return of negative 8.38%. However, the year to date share price return of 56.04% and three year total shareholder return of 102.88% still point to strong, longer term...