SEHK:1810
SEHK:1810Tech

How Investors May Respond To Xiaomi (SEHK:1810) Unveiling Its Flagship 17 Series and European EV Center

Earlier this week, Xiaomi's CEO Lei Jun unveiled the Xiaomi 17 series, a flagship US$630 smartphone designed to compete directly with Apple's iPhone 17, alongside the opening of Xiaomi's first European electric vehicle R&D and Design Center in Munich. This marks Xiaomi's most ambitious effort yet to position itself as a rival to US tech leaders, signaling a bold push into both premium smartphones and the European EV market. We'll examine how the Xiaomi 17 launch as an iPhone rival may...
SEHK:1585
SEHK:1585Auto

Yadea Group (SEHK:1585) Revenue Growth Forecast Challenges Valuation Gap Narrative

Yadea Group Holdings (SEHK:1585) posted a solid set of headline numbers this period, with earnings forecast to grow at 25.8% per year and revenue expected to rise 14.3% annually. Both figures comfortably beat the broader Hong Kong market’s projected growth rates. Shares are trading at HK$13.35, below their estimated fair value of HK$48.3 and undercutting both the peer average price-to-earnings ratio of 27.5x and the industry average of 21.2x, coming in at just 19.7x. With no flagged risks and...
SEHK:992
SEHK:992Tech

Lenovo Group (SEHK:992): Analyzing Valuation After Recent Share Price Momentum

Lenovo Group (SEHK:992) has recently been the subject of renewed investor curiosity, and for good reason. A move in the share price like this might have you wondering if something big is brewing under the surface, or if the latest volatility is just the market’s way of taking stock of its next steps. Given Lenovo’s position at the intersection of hardware manufacturing and global technology trends, even modest price shifts can set off a wave of debate among those deciding whether to buy,...
SEHK:3988
SEHK:3988Banks

Does Bank of China’s Early Bond Redemption Signal a Shift in Capital Strategy for SEHK:3988?

Bank of China recently completed the early redemption of RMB60 billion in 10-year tier 2 capital bonds and introduced the SplendorPlus Debit Card in Europe, in partnership with UnionPay International through its Frankfurt branch, targeting German travelers to China and enhancing cross-border payment solutions. The coordinated moves in capital management and international product launch mark a proactive effort to optimize Bank of China’s funding structure and expand its overseas reach. We'll...
SEHK:1398
SEHK:1398Banks

Board of Supervisors Dissolution Might Change the Case for Investing in ICBC (SEHK:1398)

In September 2025, Industrial and Commercial Bank of China Limited announced the dissolution of its board of supervisors following approval of revised Articles of Association, with the move sanctioned by both shareholders and the National Financial Regulatory Administration. This marks an unprecedented governance shift for one of China's largest banks, as oversight responsibilities are structurally redefined at the board level. We'll review how this governance overhaul could influence ICBC's...
SEHK:1211
SEHK:1211Auto

How Recent Stock Selloff Impacts BYD’s Valuation in 2025

If you’ve been eyeing BYD stock and wondering whether now’s the time to dive in or sit it out, you’re not alone. Investors everywhere have been watching as BYD’s market journey twists and turns, punctuated by headline-grabbing news and dramatic price swings. In just the last year, BYD’s stock has soared an impressive 17.1%, with a year-to-date return of 23.7%. Even more striking is the long-term story: BYD’s share price has risen nearly 172% over five years, reflecting a remarkable stretch of...
SEHK:41
SEHK:41Real Estate

Great Eagle Holdings (SEHK:41) Trades Far Below DCF Fair Value Despite Unprofitability and Dividend Risk

Great Eagle Holdings (SEHK:41) is currently unprofitable, with no available revenue or EPS data to benchmark against either the Hong Kong market or the company’s prior results. The company’s shares trade at a Price-to-Sales Ratio of 0.9x, which is lower than the 4x peer group average. This points to apparent relative value. However, the stock appears more expensive than the sector average of 0.7x in the Hong Kong Real Estate industry and carries a minor risk tied to dividend sustainability,...
SEHK:9956
SEHK:9956Transportation

Is ANE (Cayman) (SEHK:9956) Fairly Valued After Recent Outperformance?

Something caught your eye with ANE (Cayman) (SEHK:9956)? You are not alone. Its recent moves in the market have sparked fresh debate among investors wondering if there is more beneath the surface or if it is just business as usual. While there has not been a headline-grabbing event this week, shares have shown a pattern that many are watching closely for clues to the next leg. In the past year, the stock has posted a 32% gain and is up nearly 38% year-to-date, outpacing many peers in the...
SEHK:1209
SEHK:1209Real Estate

Mixc Lifestyle (SEHK:1209) Earnings Growth Slows Below Five-Year Pace, Challenging Market Premium

China Resources Mixc Lifestyle Services (SEHK:1209) reported revenue growth of 10.1% per year and expects earnings to climb 12.66% per year, both outpacing the Hong Kong market averages. However, recent earnings growth slowed to 10.4% this year, down from the company’s five-year average of 29.8% per year. Investors are watching closely as the company’s forecasts remain strong, but recent deceleration may prompt questions about the sustainability of its momentum. See our full analysis for...
SEHK:700
SEHK:700Interactive Media and Services

Is Tencent Still an Opportunity After Record-Breaking 2025 Offshore Bond Sales?

So, you are staring at Tencent Holdings and wondering what your next move should be. After a wild few years on the market, Tencent has come roaring back in 2025. If you have been tracking the numbers, you probably noticed its share price shot up 54.8% year-to-date and gained an impressive 160.8% over the past three years. Recent surges, like the 7.5% jump this month, have caught investors’ attention, especially as the broader Chinese tech sector remains in flux. What has been fueling all this...
SEHK:3800
SEHK:3800Semiconductor

GCL Technology Holdings (SEHK:3800) Enters Earnings With 25.3% Revenue Growth Forecast and Valuation Gap

GCL Technology Holdings (SEHK:3800) enters the current reporting period with revenue forecast to grow at 25.3% per year, outpacing the Hong Kong market’s 8.6% rate. Earnings are projected to increase by 110.44% annually, with analysts expecting the company to achieve profitability within the next three years. This exceeds average market expectations. See our full analysis for GCL Technology Holdings. Now, let’s see how these headline numbers match up with the broader stories and narratives...