SEHK:317
SEHK:317Machinery

A Look At CSSC Offshore & Marine Engineering (Group) (SEHK:317) Valuation After Strong 2025 Earnings Guidance

CSSC Offshore & Marine Engineering (Group) (SEHK:317) has issued 2025 earnings guidance that points to a sharp jump in expected profitability. This is likely a key focus for investors right now. See our latest analysis for CSSC Offshore & Marine Engineering (Group). The guidance comes after a busy few months for CSSC Offshore & Marine Engineering (Group), including board committee rule updates and a new appointment to the board’s strategy committee. The share price is now HK$15.05, with short...
SEHK:16
SEHK:16Real Estate

Why Sun Hung Kai Properties (SEHK:16) Is Up 7.9% After Hong Kong Property Deals Hit Four-Year Highs

Sun Hung Kai Properties recently benefited from stronger sentiment toward Hong Kong real estate, supported by a four-year high in property sales contracts and upbeat broker commentary on sector conditions. With interim results and a possible dividend decision due from a board meeting scheduled for February 2026, investors are focusing on how improving local market data could align with the company’s existing plans to grow sales and rental income. We’ll now examine how the stronger Hong...
SEHK:2533
SEHK:2533Semiconductor

Black Sesame International Holding (SEHK:2533) Is Up 16.8% After HK$569m Follow-on Share Offering - What's Changed

Black Sesame International Holding Limited recently filed a follow-on equity offering for 30,131,900 ordinary shares at HK$18.88 each, seeking to raise about HK$568.89 million through a subsequent direct listing. By issuing new shares to bolster its capital base, the company is reinforcing its capacity to fund technology and semiconductor development initiatives. We will now examine how this capital-raising move, and the potential dilution it brings, shapes Black Sesame International’s...
SEHK:823
SEHK:823Retail REITs

How Investors May Respond To Link REIT’s Extended Interim Leadership And Hands‑On Chair Role (SEHK:823)

Link Asset Management Limited has reshaped Link Real Estate Investment Trust’s interim leadership, appointing former Group Chief Investment Officer John Russell Saunders as Executive Director from January 1, 2026, alongside expanded support from Chair Duncan Owen and continued responsibilities for Group CFO Ng Kok Siong. This interim structure, with the Chair committing additional time and responsibilities split between investments and corporate functions, suggests the Group CEO search could...
SEHK:9966
SEHK:9966Biotechs

Is Alphamab Oncology (SEHK:9966) Quietly Reframing Its Immuno-Oncology Edge With JSKN033’s Phase II IND?

In late 2025, Alphamab Oncology’s board announced that China’s Center for Drug Evaluation had accepted its Investigational New Drug application for a phase II trial of JSKN033, a high-concentration subcutaneous co-formulation combining a HER2-targeting bispecific ADC and a PD-L1 inhibitor with platinum-based chemotherapy, with or without bevacizumab, in advanced cervical cancer. This acceptance marks a key progression in Alphamab Oncology’s immuno-oncology pipeline, highlighting its effort...
SEHK:175
SEHK:175Auto

Assessing Geely Automobile Holdings (SEHK:175) Valuation After CES 2026 AI Reveal And Zeekr Europe Expansion

Geely Automobile Holdings (SEHK:175) is back in focus after using CES 2026 to showcase its Full-Domain AI 2.0 vehicle intelligence architecture and the G-ASD smart driving system, along with expansion plans for its Zeekr brand in Europe. See our latest analysis for Geely Automobile Holdings. Despite the CES 2026 headlines and strong 2025 delivery update, the recent share price momentum has softened, with a 7 day share price return of 5.55% and a 90 day share price return of 9.76%, while the 1...
SEHK:666
SEHK:666Electrical

Assessing REPT BATTERO Energy (SEHK:666) Valuation After Corporate Governance Overhaul

Corporate governance shake up at REPT BATTERO Energy REPT BATTERO Energy (SEHK:666) is in focus after shareholders approved wide ranging governance changes at the 2025 extraordinary general meeting, including abolishing the Supervisory Committee and revising key internal rules and board responsibilities. See our latest analysis for REPT BATTERO Energy. The governance overhaul comes at a time when REPT BATTERO Energy’s shares last closed at HK$13.28, with a 1 day share price return of 3.27%...
SEHK:1024
SEHK:1024Interactive Media and Services

Kuaishou Technology’s Valuation As Offshore Bond Plans And AI Push Draw Fresh Market Attention

Why Kuaishou’s Offshore Bond Plans Matter for Stockholders Kuaishou Technology (SEHK:1024) has secured regulatory approval to issue offshore bonds and is working with banks on a potential first deal. This funding step could shape how investors think about its capital structure. See our latest analysis for Kuaishou Technology. The offshore bond plan comes after a strong short term run, with a 7 day share price return of 12.75% and a 1 year total shareholder return of 91.08%. However, the 90...
SEHK:1193
SEHK:1193Gas Utilities

Did China Resources Gas’s New Integrated Energy Framework Just Shift China Resources Gas Group's (SEHK:1193) Investment Narrative?

In late 2025, China Resources Gas Group announced a New Framework Agreement under which CR Gas Chenzhou will install and maintain energy meters and supply integrated energy, including natural gas decentralized energy and multiple thermal energy, supported by strengthened internal controls overseen by its financial, legal, audit and internal audit departments. A distinctive feature of this agreement is the layered oversight by independent non-executive directors and external auditors, aiming...
SEHK:819
SEHK:819Auto Components

Tianneng Power International SEHK 819 Valuation After Major Malaysia Solar And Battery Storage Partnership

Tianneng Power International (SEHK:819) is back in focus after a key subsidiary agreed to work with VCI Global Limited on up to 250MW of solar capacity and 800MWh of battery storage for Malaysia and Southeast Asia. See our latest analysis for Tianneng Power International. The collaboration news comes after a mixed period for Tianneng Power International. The 1-day share price return of 2.35% and 7-day share price return of 3.50% have provided a short-term lift, while the 90-day share price...
SEHK:2245
SEHK:2245Metals and Mining

How Investors Are Reacting To Lygend Resources & Technology (SEHK:2245) Massive Follow-On A-Share Issuance

In December 2025, Lygend Resources & Technology Co., Ltd. filed a follow-on equity offering for 305,126,000 A-share common stocks tied to a new market listing and sponsor-backed structure. This sizable follow-on deal highlights the company’s focus on accessing additional equity capital, with potential implications for its ownership mix and capital structure. We’ll now explore how this large follow-on equity issuance shapes Lygend Resources & Technology’s investment narrative and future...
SEHK:6990
SEHK:6990Biotechs

Why Sichuan Kelun-Biotech Biopharmaceutical (SEHK:6990) Is Up 18.9% After Breakthrough ADC Milestones And Global Tie-Up

Sichuan Kelun-Biotech Biopharmaceutical recently reported that its TROP2-directed ADC sacituzumab tirumotecan, combined with pembrolizumab, received Breakthrough Therapy Designation in China for first-line PD-L1-positive NSCLC, while its ITGB6-targeted ADC SKB105 secured IND approval for advanced solid tumors and a new global collaboration with Crescent Biopharma was announced. These developments, alongside multiple ongoing registrational and Phase 3 trials and structured distribution and...
SEHK:1133
SEHK:1133Electrical

What Harbin Electric (SEHK:1133)'s Renewed HE Group Framework Means For Shareholders

In December 2025, the Board of Harbin Electric Company Limited renewed its Products and Services Framework Agreement with the Unlisted HE Group, maintaining annual caps of RMB 100,000,000 for product sales, RMB 500,000,000 for product purchases, RMB 10,000,000 for services provided, and RMB 230,000,000 for services received. The agreement’s detailed pricing mechanism, linking fees to statutory or local market prices with only a 5% cost markup where benchmarks are absent, aims to support...
SEHK:270
SEHK:270Water Utilities

The Bull Case For Guangdong Investment (SEHK:270) Could Change Following Chairwoman Bai Tao’s Resignation

The board of Guangdong Investment Limited announced that, with effect from 6 January 2026, Ms. Bai Tao resigned as Executive Director, Chairman of the Board, and Chairman of the Nomination Committee due to other work arrangements. Her departure leaves the Nomination Committee temporarily without a chair and underscores a period of governance transition as the company searches for a successor. Next, we will examine how this leadership change, especially the vacant chairman role, shapes...
SEHK:1109
SEHK:1109Real Estate

Do China Resources Land’s (SEHK:1109) Loan Covenants Hint At A Deeper Governance Trade-Off?

China Resources Land Limited previously entered into a facility agreement with a bank for a RMB 2,000,000,000 sustainability-linked term loan with a 36‑month tenor starting from the first drawdown date. The loan’s default triggers, tied to China Resources (Holdings) and state ownership thresholds, highlight how creditors closely monitor control and governance at the company. We’ll now look at how this sustainability-linked financing and its ownership covenants shape China Resources Land’s...
SEHK:1138
SEHK:1138Oil and Gas

A Look At COSCO SHIPPING Energy Transportation (SEHK:1138) Valuation As New LNG And Tanker Orders Go To Shareholder Vote

COSCO SHIPPING Energy Transportation (SEHK:1138) is calling a January 2026 extraordinary general meeting to seek shareholder approval for new shipbuilding contracts covering LNG, methanol dual fuel, product and crude oil tankers. See our latest analysis for COSCO SHIPPING Energy Transportation. The planned EGM and fleet expansion come after a period of strong price action, with a 30 day share price return of 14.22% and a 1 year total shareholder return of 61.66%. This points to building...
SEHK:2005
SEHK:2005Pharmaceuticals

Why SSY Group (SEHK:2005) Is Up 6.6% After NMPA Clears New Hypertension Combo Therapy

SSY Group Limited recently announced that it obtained National Medical Products Administration approval in China for its Perindopril Arginine and Amlodipine Besylate Tablets (III), a type 4 chemical drug for adult hypertension patients whose blood pressure is not adequately controlled by monotherapy. This regulatory clearance, which includes passing the consistency evaluation, adds a new fixed-dose combination hypertension therapy to SSY Group’s pharmaceutical portfolio and broadens its...