Hong Kong Aerospace & Defense Stock News

SEHK:2583
SEHK:2583Luxury

Shenzhen Hipine Precision Technology (SEHK:2583) Margin Jump Reinforces Bullish Narratives

Earnings recap and margin picture Shenzhen Hipine Precision Technology (SEHK:2583) has posted a strong first half for FY 2025, with revenue of ¥287.5 million and basic EPS of ¥1.17, alongside reported earnings growth of 106.5% year over year and a trailing net profit margin of 16.7% compared with 10.8% a year earlier. The company has seen first half revenue move from ¥153.7 million in 2022 to ¥226.0 million in 2024 and then to ¥287.5 million in 2025, while basic EPS over those same periods...
SEHK:1038
SEHK:1038Electric Utilities

CK Infrastructure Holdings (SEHK:1038) Margin Strength Supports Premium P/E Narrative

CK Infrastructure Holdings (SEHK:1038) has laid out its FY 2025 scorecard with second half revenue of HK$2,386 million, basic EPS of HK$1.55 and net income of HK$3,917 million, setting a clear marker for how the year is shaping up. The company has seen half year revenue move from HK$2,714 million in 2H 2024 to HK$2,391 million in 1H 2025 and HK$2,386 million in 2H 2025, while EPS has shifted from HK$1.51 in 2H 2024 to HK$1.73 in 1H 2025 and HK$1.55 in 2H 2025. This gives a straightforward...
SEHK:788
SEHK:788Telecom

China Tower (SEHK:788) Margin Improvement Outpaces Modest Revenue Growth And Tests Bearish Narratives

China Tower (SEHK:788) has reported its FY 2025 results with fourth quarter revenue of C¥26.1b and net income of C¥2.9b, set against trailing 12 month figures showing C¥100.4b in revenue, C¥11.6b in net income and EPS of C¥0.6653, alongside 3% revenue growth and 8.4% EPS growth over the past year. Over recent periods the company has seen quarterly revenue move from C¥25.3b in Q4 2024 to a band of roughly C¥24.7b to C¥26.1b through 2025. Quarterly EPS on a trailing 12 month basis has edged...
SEHK:836
SEHK:836Renewable Energy

Assessing China Resources Power (SEHK:836) Valuation After Steady 2025 Earnings And Early 2026 Renewable Growth

China Resources Power Holdings (SEHK:836) has just reported its 2025 results and early 2026 operating data, with net income broadly steady despite lower sales and higher renewable generation volumes in the first two months of 2026. See our latest analysis for China Resources Power Holdings. The recent earnings call and strong early 2026 renewable output appear to have supported sentiment, with the share price at HK$19.44 and a 30 day share price return of 7.52%, alongside a 5 year total...
SEHK:2618
SEHK:2618Logistics

Assessing JD Logistics (SEHK:2618) Valuation After Strong 2025 Earnings And Global Expansion

JD Logistics (SEHK:2618) is back in focus after reporting fourth quarter and full year 2025 earnings, with higher sales and net income, alongside a wider warehouse footprint in China and overseas markets. See our latest analysis for JD Logistics. The earnings release appears to have shifted sentiment, with the share price at HK$14.41 and a 30 day share price return of 27.86% and 90 day share price return of 23.48%, while the 1 year total shareholder return of 5.34% points to more modest...
SEHK:2038
SEHK:2038Electronic

Assessing FIH Mobile’s Valuation After Profit Turnaround And Proposed Dividend

Why FIH Mobile’s latest results matter for shareholders FIH Mobile (SEHK:2038) has drawn fresh attention after reporting full year 2025 earnings that moved from a net loss to a net profit, alongside a proposed final dividend of US$0.0347 per share. See our latest analysis for FIH Mobile. The turnaround to profit and the proposed dividend appear to have coincided with stronger sentiment, with a 12% 90 day share price return and a 118.75% 1 year total shareholder return suggesting that momentum...
SEHK:992
SEHK:992Tech

A Look At Lenovo Group’s Valuation As NVIDIA Hybrid AI Partnership Expands

Lenovo Group (SEHK:992) is back in focus after unveiling expanded Hybrid AI solutions with NVIDIA, including new inferencing platforms and AI cloud infrastructure, along with deeper AI deployments in high-profile sports and media environments. See our latest analysis for Lenovo Group. Despite the AI announcements and expanded NVIDIA collaborations, Lenovo’s share price at HK$9.61 reflects only a 3.33% 1‑month share price return and a 0.63% year-to-date share price return. The 1‑year total...
SEHK:1133
SEHK:1133Electrical

Assessing Harbin Electric (SEHK:1133) Valuation After Expanded Framework Deal With Unlisted HE Group

Harbin Electric (SEHK:1133) drew investor attention after renewing its New Products and Services Framework Agreement with the Unlisted HE Group. The agreement sets higher annual transaction caps tied to nuclear equipment, electric motors, and auxiliary components. See our latest analysis for Harbin Electric. The renewed framework agreement arrives after a strong price run, with a 90 day share price return of 64.70% and a very large 1 year total shareholder return. This suggests that momentum...
SEHK:152
SEHK:152Infrastructure

Assessing Shenzhen International Holdings (SEHK:152) Valuation After Hang Seng China Affiliated Corporations Index Inclusion

Index inclusion sparks fresh attention on Shenzhen International Holdings Shenzhen International Holdings (SEHK:152) has been added to the Hang Seng China Affiliated Corporations Index, a move that often draws interest from index-linked investors and raises questions about how the stock is currently valued. See our latest analysis for Shenzhen International Holdings. The index inclusion comes after a period where momentum has been building, with Shenzhen International Holdings posting a 9.54%...
SEHK:3393
SEHK:3393Electronic

A Look At Wasion Holdings (SEHK:3393) Valuation After Its Strong 2025 Earnings Guidance

Wasion Holdings (SEHK:3393) has issued new consolidated earnings guidance for 2025, expecting net profit of RMB 1,000 million to RMB 1,060 million, or 42% to 50% above the RMB 705.61 million reported for 2024. See our latest analysis for Wasion Holdings. The new earnings guidance comes after a sharp run, with Wasion Holdings posting a 78.96% 3 month share price return and a very large 5 year total shareholder return, which may indicate strong momentum rather than a short term spike. If this...
SEHK:6855
SEHK:6855Biotechs

Assessing Ascentage Pharma Group International’s Valuation After AACR 2026 Preclinical Oncology Selections

Ascentage Pharma Group International (SEHK:6855) has drawn fresh attention after announcing that four abstracts from its preclinical oncology programs will be presented at the AACR Annual Meeting 2026, highlighting several pipeline drug candidates. See our latest analysis for Ascentage Pharma Group International. At a share price of HK$47.46, Ascentage Pharma Group International has seen short term share price momentum pick up slightly. The 1 year total shareholder return of 22.64% and 3 year...
SEHK:2386
SEHK:2386Construction

A Look At SINOPEC Engineering (Group) (SEHK:2386) Valuation After 2025 Results And First Special Dividend

SINOPEC Engineering (Group) (SEHK:2386) has released its 2025 annual results, highlighting continued international expansion, growing exposure to green hydrogen and new energy projects, more than RMB100b in new contracts, and the company’s first special dividend. See our latest analysis for SINOPEC Engineering (Group). At a latest share price of HK$6.3, SINOPEC Engineering (Group) has seen weaker recent momentum, with a 7 day share price return of 19.64% and a 30 day share price return of...
SEHK:268
SEHK:268Software

Kingdee International (SEHK:268) Return To 2H Profit Tests Bearish Margin Concerns

Kingdee International Software Group (SEHK:268) has just reported FY 2025 results with second half revenue of CN¥3.8b and basic EPS of CN¥0.054, while trailing twelve month figures show revenue of CN¥7.0b and basic EPS of CN¥0.026. Over recent periods, revenue has moved from CN¥3.4b in 2H 2024 to CN¥3.2b in 1H 2025 and CN¥3.8b in 2H 2025, with EPS shifting from CN¥0.021 in 2H 2024 to a loss of CN¥0.028 in 1H 2025 before the latest positive print. This gives investors a clearer read on how...
SEHK:2490
SEHK:2490Shipping

LC Logistics (SEHK:2490) Margin Compression Challenges Bullish Earnings Narratives

LC Logistics (SEHK:2490) has reported FY 2025 first half revenue of C¥905 million and basic EPS of C¥0.19, with trailing 12 month revenue of about C¥2.1 billion and basic EPS of C¥0.87 framing the broader earnings picture. Over recent periods, revenue has moved from C¥754 million in the first half of FY 2024 to C¥1.19 billion in the second half of FY 2024 and then to C¥905 million in the first half of FY 2025. Basic EPS shifted from C¥0.02 to C¥0.67 and then C¥0.19, setting up a mixed read on...
SEHK:883
SEHK:883Oil and Gas

Is It Too Late To Consider CNOOC (SEHK:883) After Strong Multi Year Share Price Gains?

Wondering whether CNOOC at HK$28.30 still offers value, or if most of the opportunity is already reflected in the price? This article breaks down what the current valuation signals are really saying. CNOOC has seen returns of 0.9% over the last week, 12.6% over the last month, 29.5% year to date and 65.4% over the last year, which can change how the market is pricing its risks and prospects. Recent attention on CNOOC has been driven by broader interest in large energy producers and how their...
SEHK:2190
SEHK:2190Medical Equipment

Zylox Tonbridge Medical Technology (SEHK:2190) Margin Jump Reinforces Bullish Community Narratives

Zylox-Tonbridge Medical Technology (SEHK:2190) has reported first half FY 2025 results with revenue of C¥482 million and basic EPS of C¥0.38, against a backdrop of trailing twelve month EPS of C¥0.76 and revenue of about C¥1.1 billion that has been associated with earnings growth of 143.7% year over year. Over recent periods the company has seen revenue move from C¥366 million in 1H 2024 to C¥416 million in 2H 2024 and then to C¥482 million in 1H 2025, while basic EPS shifted from C¥0.21 to...
SEHK:9992
SEHK:9992Specialty Retail

Assessing Pop Mart International Group’s Valuation As New Characters Gain Global Traction

Why Pop Mart’s new characters matter for investors Pop Mart International Group (SEHK:9992) is drawing attention as newer characters like Twinkle Twinkle, Skullpanda, and Crybaby gain traction with collectors, reflected in premiums on resale platforms and growing global demand. See our latest analysis for Pop Mart International Group. Pop Mart’s HK$221.8 share price sits against a mixed backdrop, with a 7 day share price return of 8.30% and a 30 day share price return of 11.70% decline, while...
SEHK:1497
SEHK:1497Food

Xiamen Yan Palace Bird’s Nest (SEHK:1497) Margin Improvement Challenges Neutral Valuation Narratives

Xiamen Yan Palace Bird's Nest Industry (SEHK:1497) has just posted its FY 2025 first half numbers, with revenue of C¥1.0b and basic EPS of C¥0.16, while trailing twelve month EPS stands at C¥0.41 on revenue of C¥2.0b. Over the past two reported halves, revenue has moved between C¥990.7m and C¥1.1b, with basic EPS ranging from C¥0.12 to C¥0.22. This gives you a clear view of how the top line and EPS have tracked into the latest release. With trailing net profit margin sitting at 9.4% versus...
SEHK:772
SEHK:772Media

China Literature (SEHK:772) EPS Collapse In 2H 2025 Tests Bullish Profitability Narratives

China Literature (SEHK:772) has wrapped up FY 2025 with second half revenue of C¥4.2b and basic EPS of a C¥1.57 loss, capping off a trailing twelve month picture of C¥7.4b in revenue and a net loss of C¥776.1m as the business remains unprofitable overall. The company has seen half year revenue move from C¥3.9b in 2H 2024 to C¥4.2b in 2H 2025, while EPS shifted from a C¥0.71 loss to a C¥1.57 loss over the same period, leaving investors focused on how much of that top line is translating into...
SEHK:806
SEHK:806Capital Markets

Value Partners Group (SEHK:806) One Off Heavy EPS Jump Tests Bullish Narratives

Value Partners Group (SEHK:806) has just posted its FY 2025 numbers with first half revenue of HK$268.5 million and basic EPS of HK$0.14, while trailing 12 month revenue sits at HK$1.02 billion and EPS at HK$0.37, underpinned by HK$667.7 million of net income. Over the past few periods, revenue has stayed in a tight band between roughly HK$260 million and HK$270 million per half year as EPS moved from HK$0.02 in 1H 2024 to a small loss in 2H 2024, then up to HK$0.14 in 1H 2025. With a...
SEHK:2299
SEHK:2299Luxury

Billion Industrial Holdings FY 2025 EPS Holds Up Against Long Term Earnings Decline Narrative

Billion Industrial Holdings (SEHK:2299) has reported its FY 2025 first half results with revenue of about C¥9.5b and basic EPS of C¥0.178, against a backdrop where trailing twelve month revenue stands at roughly C¥19.5b and EPS is C¥0.376692. Over recent periods the company has seen revenue move from C¥10.62b in 1H FY 2024 to C¥10.01b in 2H FY 2024 and then to C¥9.48b in 1H FY 2025. Over the same intervals, basic EPS has shifted from C¥0.154577 to C¥0.198623 and then to C¥0.178. Together,...
SEHK:881
SEHK:881Specialty Retail

Zhongsheng Group Holdings (SEHK:881) Is Down 14.7% After Forecasting 2025 Losses And Goodwill Impairments – Has The Bull Case Changed?

In March 2026, Zhongsheng Group Holdings announced that it expects to record a loss of no more than RMB 2.0 billion for 2025, reversing from a RMB 3.2 billion profit in 2024 amid continued gross losses in its automobile business and weaker auto financing income. The company also disclosed plans to recognise up to RMB 2.5 billion of non-cash goodwill and intangible asset impairments on underperforming units, highlighting the depth of pressure facing its core operations. We will now examine...
SEHK:87001
SEHK:87001REITs

Hui Xian REIT (SEHK:87001) Loss Deepening To C¥404m Reinforces Bearish Narratives

Hui Xian Real Estate Investment Trust (SEHK:87001) has released its FY 2025 first half numbers with total revenue of C¥1.1b and basic EPS of C¥0.062394 loss per share, setting the tone for another year where income investors are watching cash flow quality and payout capacity closely. Over recent periods, the trust has seen total revenue move from C¥1.2b in 1H 2024 to C¥1.2b in 2H 2024 and then to C¥1.1b in 1H 2025. Basic EPS has tracked in a tight range between C¥0.057343 and C¥0.062394 loss...
SEHK:2638
SEHK:2638Electric Utilities

HK Electric Investments (SEHK:2638) Steady 26% Net Margin Challenges Valuation Concerns

HK Electric Investments and HK Electric Investments (SEHK:2638) has opened FY 2025 with first half revenue of HK$5,567 million and basic EPS of HK$0.11, while trailing twelve month figures sit at HK$12.1 billion of revenue and EPS of roughly HK$0.36 as the latest marker of earning power. Over recent reporting periods, revenue has moved in a tight band between HK$5,567 million and HK$6,485 million per half year, with EPS running between HK$0.11 and HK$0.24. This points to a business that is...