SEHK:2628
SEHK:2628Insurance

Is China Life’s New Subsidiary Agreements Quietly Redefining Its Risk Strategy (SEHK:2628)?

China Life Insurance Company Limited recently held its Second Extraordinary General Meeting, where shareholders considered resolutions on investment and management agreements with several subsidiaries that shape how capital and operations are coordinated across the group. This focus on group-wide investment and management frameworks highlights how China Life Insurance may be refining internal collaboration to support its evolving product mix and risk profile. We’ll now examine how this...
SEHK:596
SEHK:596Software

Reassessing Inspur Digital Enterprise Technology (SEHK:596)’s Valuation After Its Follow-On Equity Offering

Inspur Digital Enterprise Technology (SEHK:596) just wrapped up a follow on equity offering worth about HK$494 million, issuing over 67 million new ordinary shares at roughly HK$7.30 each. See our latest analysis for Inspur Digital Enterprise Technology. The follow on offering lands after a choppy stretch, with a roughly 9.7% 1 month share price return decline and a sharper 27.2% 3 month slide. This sits against a 5 year total shareholder return of over 300%, suggesting longer term momentum...
SEHK:2618
SEHK:2618Logistics

JD Logistics (SEHK:2618): A Fresh Look at Valuation After Recent Share Price Stabilisation

JD Logistics (SEHK:2618) has quietly inched higher this week, and that steady move is catching investors’ attention. With shares still down over the past year, the focus is shifting to whether fundamentals now justify a fresh look. See our latest analysis for JD Logistics. The modest climb in the 7 day share price return, against a still weak 1 year total shareholder return, suggests sentiment may be stabilising as investors reassess JD Logistics’ growth and margin prospects at around...
SEHK:6869
SEHK:6869Communications

Is Yangtze Optical Fibre And Cable (SEHK:6869) Using Governance Reforms To Redefine Its Long-Term Strategy?

At its extraordinary general meeting on December 5, 2025, Yangtze Optical Fibre and Cable Joint Stock Limited Company approved abolishing its supervisory board, amending its articles of association, and appointing Qiu Xiangping and Guan Jingzhi as non-executive directors. This overhaul of the company’s governance framework, including a reshaped board and committee structure, signals a meaningful shift in how oversight and leadership responsibilities are organized. We’ll examine how the...
SEHK:2600
SEHK:2600Metals and Mining

Is Chinalco’s (SEHK:2600) Share Tweaks and Rio Tinto Talks Quietly Recasting Its Investment Story?

Aluminum Corporation of China Limited recently held a board meeting on November 25, 2025 to review the repurchase and cancellation of certain unvested restricted shares and adjust the related repurchase price, alongside ongoing collaboration work with Rio Tinto to address shareholding constraints that affect their joint operations. This combination of capital management actions and efforts to simplify cross-shareholdings with a major global partner highlights how Chinalco is refining both...
SEHK:992
SEHK:992Tech

Lenovo (SEHK:992) Valuation Check After Launching Certified Refurbishment Services Across 14 European Markets

Lenovo Group (SEHK:992) just rolled out its Certified Refurbishment Services across 14 European markets, giving enterprises a way to stretch device lifecycles, trim e-waste, and potentially support steadier, margin friendly service revenue. See our latest analysis for Lenovo Group. Investors seem cautiously optimistic, with Lenovo’s 1 year total shareholder return of 11.55% and a strong 3 year total shareholder return of 80.87% contrasting with a softer 30 day share price return of minus...
SEHK:1398
SEHK:1398Banks

How ICBC’s 2025 Interim Dividend Plan Will Impact Industrial and Commercial Bank of China (SEHK:1398) Investors

Industrial and Commercial Bank of China’s 2025 interim profit distribution plan was approved at the Second Extraordinary Shareholders’ Meeting, confirming a pre-tax cash dividend of RMB 1.414 per 10 shares for investors on the register after trading closed on 12 December 2025, with A-share payments on 15 December 2025 and H-share payments on 26 January 2026. The option for H-share holders to receive the dividend in either RMB or HK$ and the use of a defined RMB/HK$ reference rate underlines...
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...