SEHK:2233
SEHK:2233Basic Materials

What West China Cement (SEHK:2233)'s 2026 Bond Tender Completion Reveals About Its Balance Sheet

West China Cement has completed the settlement of its tender offer for the 2026 notes, leaving US$200 million in aggregate principal outstanding, clarifying its current debt position. This adjustment to the bond balance offers investors greater transparency on the company’s capital structure and ongoing balance sheet management efforts. Next, we will examine how this refined debt profile, particularly the remaining US$200 million of 2026 notes, shapes West China Cement’s investment...
SEHK:3618
SEHK:3618Banks

Does Issuing RMB1 Billion Sci-tech Bonds Recast Chongqing Rural Commercial Bank’s (SEHK:3618) Innovation Strategy?

Chongqing Rural Commercial Bank has recently completed the issuance of RMB1 billion sci-tech innovation bonds in the national inter-bank bond market to channel funding into technology-focused enterprises. This bond issue underlines the bank’s growing role as a financial conduit for China’s innovation agenda, aligning its balance sheet more closely with sci-tech lending and investment. We’ll now examine how this sci-tech bond issuance shapes Chongqing Rural Commercial Bank’s investment...
SEHK:992
SEHK:992Tech

Lenovo Group (SEHK:992) Revenue Growth Reinforces Bullish AI and PC Demand Narratives

Lenovo Group (SEHK:992) has posted Q2 2026 results with revenue of about $20.5 billion and net income of roughly $340 million, translating to EPS of $0.03 for the quarter as the company extends the earnings momentum seen over the past year. The company has seen quarterly revenue move from $17.9 billion in Q2 2025 to $20.5 billion in Q2 2026, while trailing twelve month EPS has climbed from $0.10 in Q2 2025 to $0.13 in Q2 2026, setting the stage for investors to weigh healthier profitability...
SEHK:151
SEHK:151Food

Reassessing Want Want China Holdings (SEHK:151) Valuation After Mixed Half-Year Results and Profit Decline

Want Want China Holdings (SEHK:151) just posted mixed half year earnings, with sales edging higher but net income and earnings per share slipping, giving investors a tricky read on underlying profitability. See our latest analysis for Want Want China Holdings. The latest half year numbers land after a choppy stretch for the shares, with a 7 day share price return of 5.36 percent but a 90 day share price return of negative 11.69 percent. The 1 year total shareholder return of 14.60 percent...
SEHK:6088
SEHK:6088Electronic

How FIT Hon Teng’s Circular Delay Tests Disclosure Discipline and Execution Confidence for SEHK:6088 Investors

Earlier in December 2025, FIT Hon Teng Limited announced that it would postpone the dispatch of a circular on framework agreements and related transactions from December 5 to December 16, 2025, to complete the necessary information. This extra preparation time highlights how documentation quality and disclosure timing can affect shareholder expectations around upcoming deals and corporate actions. We’ll explore how the delayed circular on framework agreements could shape FIT Hon Teng’s...
SEHK:1530
SEHK:1530Biotechs

Assessing 3SBio (SEHK:1530)’s Valuation After a Recent Pullback in Share Price

Recent Share Performance and Context 3SBio (SEHK:1530) has been drifting lower over the past week and month, even though its year to date and 1 year returns are still positive. That disconnect is where the opportunity, or risk, may sit for investors. See our latest analysis for 3SBio. Despite the latest pullback, which includes a 90 day share price return of minus 17.05%, 3SBio is still coming off a powerful year to date share price surge. This suggests that momentum is cooling rather than...
SEHK:2007
SEHK:2007Real Estate

Should Court‑Backed Debt Restructuring and Governance Changes Reshape Country Garden (SEHK:2007) Investors’ Strategy?

Country Garden Holdings said that in early December 2025 the court sanctioned its offshore debt restructuring scheme, while bondholders approved changes to nine onshore corporate bonds and shareholders backed loan capitalisation, new share issuance, and a management incentive plan at an extraordinary general meeting. Together with November 2025 contracted sales of about RMB 2.35 billion and leadership changes including a new Co‑Chairman, these steps show the group reshaping its balance sheet...
SEHK:3380
SEHK:3380Real Estate

Logan Group (SEHK:3380) Is Up 8.2% After Advancing RMB13.66b Onshore Debt Restructuring Plan

Earlier this week, Logan Group reported significant progress on its onshore debt restructuring plan covering RMB13.66 billion, using tools such as cash repurchases and asset-for-debt swaps to address a large share of its public bond obligations. This marks a key step in Logan Group’s efforts to tackle its financing pressures and gradually restore more normal operating conditions. We’ll now examine how this progress in onshore debt restructuring could influence Logan Group’s investment...
SEHK:883
SEHK:883Oil and Gas

Is Weizhou 11-4’s New Output Hub Altering The Investment Case For CNOOC (SEHK:883)?

CNOOC Limited recently commenced production at the Weizhou 11-4 Oilfield Adjustment and Satellite Fields Development Project in the Beibu Gulf Basin, using a new unmanned wellhead platform, a central processing platform linked to existing infrastructure, and planning 35 wells in about 43-meter water depth to produce light crude. The project’s “three offshore processing centers + one onshore terminal” hub design is intended to unlock more offshore capacity and support regional energy...
SEHK:3988
SEHK:3988Banks

Does Bank of China’s Capital Boost and Tier 2 Bond Issue Shift The Bull Case For SEHK:3988?

Bank of China Limited has completed the issuance of RMB 60 billion in 10‑year write‑down tier 2 capital bonds at a 2.16% coupon and gained regulatory approval to raise its registered capital by RMB 27.80 billion via over 27 billion new A shares, while also approving a 2025 interim dividend of RMB 1.094 per ten shares on its ordinary stock. Together, the fresh tier 2 funding, registered capital increase and interim dividend reflect a deliberate balance between reinforcing capital buffers and...
SEHK:489
SEHK:489Auto

Dongfeng Motor Group (SEHK:489) Valuation Revisited as VOYAH Spin-Off Speculation Builds in Tough China EV Market

Dongfeng Motor Group (SEHK:489) is back in focus as investors revisit the value of its 100% owned EV arm VOYAH, with speculation building around a potential Hong Kong spin off amid an intense China EV shakeout. See our latest analysis for Dongfeng Motor Group. The speculation around VOYAH comes after a powerful run, with Dongfeng’s share price up roughly 153% year to date and a 1 year total shareholder return near 140%. This suggests momentum is still very much alive despite some recent...
SEHK:1783
SEHK:1783Construction

What Envision Greenwise Holdings (SEHK:1783)'s Profitability Turnaround Means For Shareholders

Envision Greenwise Holdings Limited reported past-half-year results to September 30, 2025, with sales rising to HK$815.53 million from HK$248.18 million and net income improving to HK$15.12 million from a net loss of HK$26.63 million a year earlier. The shift from a loss per share of HK$0.0106 to earnings per share of HK$0.0055 from continuing operations highlights a clear profitability turnaround. With this sharp swing from loss to profit now on record, we’ll explore what the earnings...
SEHK:2498
SEHK:2498Electronic

Robosense Technology (SEHK:2498): Assessing Valuation After Mixed Q3 and Nine‑Month Results

Robosense Technology (SEHK:2498) just posted Q3 and nine month results that paint a mixed picture, including flat quarterly sales, a wider Q3 loss, but a meaningfully smaller year to date net loss. See our latest analysis for Robosense Technology. At HK$32.86, Robosense Technology’s recent Q3 update seems to be stabilising sentiment, with a 1 year to date share price return of 12.53% but a weaker 90 day share price return of 14.87% signalling fading short term momentum versus an improving...
SEHK:939
SEHK:939Banks

China Construction Bank (SEHK:939) Valuation After Approving 2025 H Share Interim Cash Dividend and Currency Options

China Construction Bank (SEHK:939) has just approved its 2025 H share interim cash dividend, and the detailed payout timetable immediately puts yield, currency choice, and ex dividend timing back on investors radar. See our latest analysis for China Construction Bank. That dividend decision lands after a steady run, with the share price at HK$7.98 and a strong year to date share price return of 32.12 percent. The 1 year total shareholder return of 42.04 percent and the triple digit 3 and 5...
SEHK:9880
SEHK:9880Machinery

Assessing Ubtech Robotics (SEHK:9880) Valuation After Its HK$3.1 Billion Follow-On Equity Offering

Ubtech Robotics (SEHK:9880) has just wrapped up a HK$3.1 billion follow on equity offering at around HK$98.8 a share. This move reshapes its capital base and raises fresh growth capital. See our latest analysis for Ubtech Robotics. Since the follow on was first filed in late November, Ubtech Robotics' share price has risen to HK$116.1. The strong year to date share price return of 119.06% suggests momentum is still building, despite a softer 1 month share price return of 12.58% and a more...