SEHK:2018
SEHK:2018Electronic

AAC Technologies Holdings (SEHK:2018): Valuation Insights Following Launch of Major Share Buyback Program

AAC Technologies Holdings (SEHK:2018) just kicked off a substantial share buyback program authorized by its shareholders. The company aims to repurchase up to 10% of its issued share capital, with the move intended to boost value for existing investors. See our latest analysis for AAC Technologies Holdings. Over the past year, AAC Technologies Holdings has not only launched this major buyback, but momentum has also been building. While the share price has been volatile in recent months, the...
SEHK:883
SEHK:883Oil and Gas

Will CNOOC’s (SEHK:883) CEO Departure Shift Its Strategic Focus and Risk Appetite?

On October 20, 2025, CNOOC Limited announced that Mr. Zhou Xinhuai resigned as Chief Executive Officer, Executive Director, and Vice Chairman of the Board, also stepping down from the Strategy and Sustainability Committee on the same day. This leadership transition marks a significant shift for the company, as executive changes at this level can influence both strategic direction and investor sentiment. We'll examine how the CEO's departure could alter CNOOC's long-term priorities and risk...
SEHK:1801
SEHK:1801Biotechs

Innovent Biologics (SEHK:1801): Examining Valuation Following Significant Share Price Gains

Innovent Biologics (SEHK:1801) shares have shown modest movement over the past week, following recent shifts in sentiment across the broader biotech market. Investors are considering the company’s overall performance dynamics and how they compare to sector peers. See our latest analysis for Innovent Biologics. Innovent Biologics’ share price has soared 140.99% year-to-date, signaling strong momentum after a sustained rally. The latest uptick is likely fueled by renewed optimism over the...
SEHK:1171
SEHK:1171Oil and Gas

Will Increased Coal Output in 2025 Shift Yankuang Energy Group's (SEHK:1171) Investment Narrative?

Yankuang Energy Group Company Limited announced that in the third quarter and first nine months of 2025, it achieved increased saleable coal production volumes, reporting 4,603 ten kiloton and 13,589 ten kiloton respectively, up from the prior year. This rise in output highlights the company's capacity for operational growth and efficiency at a time when energy sector performance is under close investor focus. We'll examine how these increased production figures reinforce Yankuang Energy...
SEHK:9995
SEHK:9995Biotechs

RemeGen (SEHK:9995) Is Down 8.4% After Breakthrough Phase III Results Gain Global Recognition – Has the Bull Case Changed?

Earlier this month, RemeGen announced positive Phase III clinical trial results for disitamab vedotin plus toripalimab in HER2-expressing urothelial carcinoma at the ESMO Congress and for telitacicept in primary Sjögren’s disease at ACR, both showing significant clinical benefits and improved safety profiles compared to standard treatments. The disitamab vedotin trial is the first Chinese-led urological oncology research presented at ESMO's prestigious Presidential Symposium and published in...
SEHK:1316
SEHK:1316Auto Components

Did Nexteer’s New Mexico Technical Center Just Shift Its (SEHK:1316) Investment Narrative?

Nexteer Automotive recently held the opening ceremony for its new Mexico Technical Center (MXTC), highlighting an expansion of local engineering and technical support capabilities for OEM customers in Mexico and North America. This center emphasizes the company’s focus on innovation, regional collaboration, and enhancing operational efficiency to support customer-focused growth through a skilled, multidisciplinary workforce. We'll explore how the enhanced engineering capabilities brought by...
SEHK:1258
SEHK:1258Metals and Mining

How Investors Are Reacting To China Nonferrous Mining (SEHK:1258) Surging Copper Output and Profit Growth

China Nonferrous Mining Corporation Limited recently reported a 12% year-on-year increase in copper cathode production and a 13% rise in profit, driven by higher copper prices and output. Despite significant declines in liquid sulphur dioxide and cobalt production, the company's improved core copper operations have been a key driver for its financial performance. We'll explore how the robust copper production figures shape China Nonferrous Mining's investment narrative going forward. These...
SEHK:2498
SEHK:2498Electronic

Robosense Technology (SEHK:2498): Assessing Valuation After AC2 'Robot Manipulation Eye' Sensor Launch and Industry Buzz

Robosense Technology (SEHK:2498) made headlines at the International Conference on Intelligent Robots and Systems (IROS 2025) by unveiling its AC2 "Robot Manipulation Eye," a next-generation sensor with advanced perception capabilities and an industrial focus. See our latest analysis for Robosense Technology. Following the AC2 launch and industry buzz, Robosense Technology has seen notable momentum build in its stock. The company’s year-to-date share price return stands at 21.92%, while the...
SEHK:2367
SEHK:2367Personal Products

Is Collagen Filler Approval Shaping the Investment Case for Giant Biogene Holding (SEHK:2367)?

Giant Biogene Holding Co., Ltd recently announced that its subsidiary received approval from the China National Medical Products Administration for a new collagen-based dermal filler designed to address facial dynamic wrinkles. This approval underscores the company’s ongoing investment in skin rejuvenation technologies and further expands its offerings in the health and beauty industry. We'll explore how this regulatory milestone, especially the focus on leveraging existing brands and...
SEHK:16
SEHK:16Real Estate

Sun Hung Kai Properties (SEHK:16): How Geopolitical Hopes and Analyst Views Are Shaping Valuation Insights

Sun Hung Kai Properties (SEHK:16) traded higher as market sentiment picked up on hopes of easing geopolitical tensions, following reports of a possible US-China leaders' meeting. Investors appear to be responsive to changes in global risk perception. See our latest analysis for Sun Hung Kai Properties. Sun Hung Kai Properties has enjoyed a solid run lately, with market optimism fueling a 1-day share price return of 1.66% and a robust year-to-date gain of nearly 29%. While momentum has picked...
SEHK:2333
SEHK:2333Auto

Great Wall Motor (SEHK:2333) Margin Impacted by One-Off Gain, Challenging Bullish Sentiment

Great Wall Motor (SEHK:2333) reported earnings growth of 14.9% per year over the past five years, with forecasts projecting EPS growth of 12.2% annually and revenue growth of 10.4% per year ahead. The company’s current net profit margin sits at 5.1%, slightly below last year’s 6.3%, as the latest twelve months’ results include a notable one-off gain of CN¥3.0 billion. With revenue forecasted to outpace the broader Hong Kong market and shares trading at HK$15.47, below their estimated fair...
SEHK:2616
SEHK:2616Biotechs

CStone Pharmaceuticals (SEHK:2616): Valuation in Focus After Landmark CHMP Nod and Pipeline Breakthroughs

CStone Pharmaceuticals (SEHK:2616) is gaining attention after two key developments: a positive opinion from Europe’s drug regulator for sugemalimab in lung cancer, and fresh data on its early-stage immunotherapy candidates. Investors are watching closely. See our latest analysis for CStone Pharmaceuticals. The recent surge in CStone Pharmaceuticals’ share price, up nearly 158% year-to-date, reflects growing investor confidence on the back of regulatory wins and progress with its immunotherapy...
SEHK:1811
SEHK:1811Renewable Energy

CGN New Energy (SEHK:1811) Valuation Spotlight: Leadership Changes and Mixed Power Output Shape Investor Outlook

CGN New Energy Holdings (SEHK:1811) caught investors’ eyes after the resignation of President and executive Director Li Guangming. This move comes just days after the company reported a drop in power generation for both wind and hydro projects. See our latest analysis for CGN New Energy Holdings. CGN New Energy Holdings’ share price has picked up speed in 2025, closing at HK$2.83 after building on positive momentum from the past several months. Despite leadership changes and a dip in...
SEHK:2628
SEHK:2628Insurance

China Life Insurance (SEHK:2628) Is Up 8.4% After Issuing Strong 2025 Profit Growth Guidance

Earlier this month, China Life Insurance provided earnings guidance for the first three quarters of 2025, projecting net profit attributable to equity holders in the range of RMB156.79 billion to RMB177.69 billion, an increase of approximately 50% to 70% year-on-year compared to 2024. This anticipated surge in profit was attributed by the company to improved value creation, asset allocation strategies, and significantly higher investment returns amid a recovering stock market. We'll now...
SEHK:590
SEHK:590Specialty Retail

Luk Fook (SEHK:590) Valuation in Focus After Strong Second Quarter Sales Growth Announcement

Luk Fook Holdings (International) (SEHK:590) just reported its second quarter sales results, showing overall RSV, retailing revenue, and same-store sales all increased from the previous quarter by 18%, 15%, and 10% respectively. See our latest analysis for Luk Fook Holdings (International). Luk Fook Holdings (International) has seen its momentum build impressively this year, with a 1-year total shareholder return of 81.9% and a 21.7% share price return over the past 90 days. With the latest...
SEHK:1651
SEHK:1651Machinery

A Fresh Look at Precision Tsugami (China) (SEHK:1651) Valuation Following Profit Surge on Manufacturing Rebound

Precision Tsugami (China) (SEHK:1651) just released an earnings update, reporting a 48% jump in profit for the past six months. This surge was driven by China’s manufacturing rebound and increased demand from sectors such as new energy vehicles and AI. See our latest analysis for Precision Tsugami (China). Precision Tsugami (China)’s surge in profitability has caught the market’s attention. Its 1-day share price return was 7.24%, pushing the stock to $37.64. The stock has notched an...
SEHK:737
SEHK:737Infrastructure

Shenzhen Investment Holdings Bay Area Development (SEHK:737) Margin Improvement Challenges Ongoing Profit Decline Narrative

Shenzhen Investment Holdings Bay Area Development (SEHK:737) posted a net profit margin of 59.3%, up from last year’s 56.6%, showing improved margin performance. Over the last five years, however, earnings have fallen by 12.4% per year, and recent earnings growth remains negative. With shares currently priced at HK$1.82, which is below the estimated fair value of HK$2.56, but trading at a premium P/E of 10.9x versus industry and peer averages, investors are weighing a mix of high-quality...
SEHK:788
SEHK:788Telecom

A Look at China Tower (SEHK:788) Valuation After Strong Nine-Month Sales and Profit Growth

China Tower (SEHK:788) just posted higher sales and net income for the first nine months of 2025, catching investors’ attention as revenue and profit both improved compared to last year’s period. See our latest analysis for China Tower. After posting its strongest nine-month results yet, China Tower’s year-to-date share price return of 1.42% seems modest. However, long-term investors have enjoyed much more, as its 3-year total shareholder return stands at an impressive 82.4%. This points to...
SEHK:3690
SEHK:3690Hospitality

Meituan (SEHK:3690): Revisiting Valuation After Competitive Pressures Hit Profits and Spark AI, Global Expansion Bets

Meituan (SEHK:3690) is under pressure after reporting higher net losses, as fierce competition in the food delivery market squeezes profits. Recent efforts to invest in AI and expand internationally are drawing attention from investors. See our latest analysis for Meituan. Despite the company’s ambitious jumps into AI and global expansion, Meituan’s 1-year total shareholder return is a steep -45.59%, with momentum still clearly under pressure after a year-to-date share price return of -33.2%...
SEHK:3908
SEHK:3908Capital Markets

Could a Governance Overhaul at China International Capital (SEHK:3908) Shift Its Strategic Decision-Making Power?

China International Capital Corporation Limited has recently proposed the cancellation of its Supervisory Committee and related amendments to its Articles of Association, with these changes to be put to a shareholder vote at the upcoming AGM on October 31, 2025. This proposed governance shift marks a significant restructuring of the company's oversight mechanisms, a move that could reshape internal controls and future decision-making processes. We'll now consider how this planned change to...
SEHK:1519
SEHK:1519Logistics

J&T Global Express (SEHK:1519): Valuation in Focus After Strong Parcel Growth and Expansion Success

J&T Global Express (SEHK:1519) just announced third-quarter operating results that put growth in focus. Total parcel volume climbed 23% from last year, and daily volumes averaged 83.4 million, outpacing market expectations. See our latest analysis for J&T Global Express. The upbeat shipment growth has clearly caught investors’ attention, with a striking year-to-date share price return of 77.8% reflecting both the company’s accelerating volumes and renewed confidence in its expansion strategy...
SEHK:9911
SEHK:9911Interactive Media and Services

Newborn Town (SEHK:9911) Is Up 11.7% After Tencent Cloud AI Deal and Double-Digit Revenue Growth

Newborn Town Inc. (09911.HK) recently reported estimated revenue growth of 37.6% to 39.9% year-on-year for the first three quarters of 2025, fueled by its AI-powered social networking and innovative business segments. Additionally, the company signed a strategic cooperation agreement with Tencent Cloud to jointly explore AI-driven social entertainment, strengthening its position for expansion in the MENA and Southeast Asia markets. Given this collaboration with Tencent Cloud, we'll look at...
SEHK:700
SEHK:700Interactive Media and Services

Tencent (SEHK:700) Valuation in Focus After Tencent Cloud Expands Global Fintech Reach With Klickl Partnership

Tencent Holdings (SEHK:700) is in the spotlight following a collaboration between Tencent Cloud and Klickl, aimed at delivering regulated digital wallet and cross-border payment capabilities for enterprises. This partnership reflects Tencent’s push into global digital finance infrastructure. See our latest analysis for Tencent Holdings. Tencent’s latest partnership builds on a year marked by strong momentum. Its share price has risen 53.25% year-to-date, with a one-year total shareholder...
SEHK:9992
SEHK:9992Specialty Retail

Pop Mart (SEHK:9992): Assessing Valuation After Exceptional Q3 Global Revenue Growth

Pop Mart International Group (SEHK:9992) delivered impressive third-quarter 2025 results, with sales surging 245% to 250% from a year earlier. Gains were strong in both China and overseas markets. See our latest analysis for Pop Mart International Group. Despite the impressive 245% to 250% third-quarter revenue surge, Pop Mart International Group’s shares have recently pulled back, falling nearly 12% over the past month. That said, momentum remains remarkable in the bigger picture, with a...