SEHK:1211
SEHK:1211Auto

BYD (SEHK:1211) Is Down 6.2% After Rising Sales But Falling Profit—What's Driving the Divergence?

BYD Company Limited has released earnings results for the nine months ended September 30, 2025, reporting sales and revenue of CNY 566.27 billion, an increase from CNY 502.25 billion a year earlier. Despite higher sales, net income for the period decreased to CNY 23.33 billion from CNY 25.24 billion, highlighting pressure on profitability as the company grows. We'll explore how BYD's continued revenue growth alongside declining net income shapes the company's investment narrative going...
SEHK:3323
SEHK:3323Basic Materials

Is China National Building Material (SEHK:3323) Still Undervalued After Its Return to Profitability?

China National Building Material (SEHK:3323) just reported its nine-month results, highlighting a return to profitability. The company posted net income after recording a net loss in the same period last year, drawing fresh investor attention. See our latest analysis for China National Building Material. China National Building Material’s sharp turnaround to profitability has injected momentum into its shares, with a year-to-date price return of 60.75% and a total shareholder return of 75.64%...
SEHK:3330
SEHK:3330Metals and Mining

Does Lingbao Gold Group’s Strong Cost Controls and Gold Prices Reinforce the Bull Case (SEHK:3330)?

Lingbao Gold Group recently issued earnings guidance for the third quarter of 2025, forecasting a net profit of at least RMB380 million driven by greater operational efficiency and disciplined cost controls. An interesting takeaway is that both internal enhancements and favorable gold prices are cited as major contributors to the company's projected improved results. We'll look at how strong cost reduction efforts and operational improvements are influencing Lingbao Gold Group's investment...
SEHK:17
SEHK:17Real Estate

Is New World Development’s US$1.9 Billion Debt Exchange Reshaping Its Investment Case (SEHK:17)?

New World Development recently launched a debt exchange offer of up to US$1.9 billion to restructure its outstanding perpetual securities, aiming to extend debt maturities and boost liquidity amid persistent property market challenges in Hong Kong. This financial restructuring comes after earlier deferrals of coupon payments on perpetual bonds, highlighting intensified efforts to manage a heavy debt profile in a difficult financing environment. We'll examine how New World Development’s...
SEHK:1910
SEHK:1910Luxury

A Look at Samsonite (SEHK:1910) Valuation Following Debt Refinancing and Financial Restructuring

Samsonite Group (SEHK:1910) has just taken steps to optimize its financial position by announcing the refinancing of its senior notes and credit facilities. The company is extending debt maturities and increasing liquidity through new arrangements. See our latest analysis for Samsonite Group. Despite this refinancing move, Samsonite Group's momentum has cooled after early-year strength. The share price currently sits at HK$16.36, down 26% year to date, though the five-year total shareholder...
SEHK:1299
SEHK:1299Insurance

AIA Group (SEHK:1299) Valuation in Focus After Record 25% Q3 New Business Growth

AIA Group (SEHK:1299) just posted a record 25% increase in third-quarter value of new business, largely fueled by growth across key Asian markets as well as a boost in agency performance and recruitment. See our latest analysis for AIA Group. The upbeat third-quarter report has sparked renewed optimism, sending AIA Group's share price up 11% over the past week and 45% year-to-date. Investors appear to be rewarding both the company’s solid execution across Asian markets and its long-term...
SEHK:2600
SEHK:2600Metals and Mining

Aluminum Corporation of China (SEHK:2600) Is Up 10.1% After Strong Earnings and New Germanium Venture – Has The Bull Case Changed?

Aluminum Corporation of China reported strong earnings for the nine months ended September 30, 2025, with revenue rising to CNY176.52 billion and net income climbing to CNY10.87 billion year-over-year. Just days earlier, Chinalco announced a joint venture with Aluminum Corporation of China and several partners to expand into the germanium materials market, highlighting a shift towards specialty materials and enhanced industry collaboration. We’ll explore how the company’s entry into...
SEHK:3618
SEHK:3618Banks

Chongqing Rural Commercial Bank (SEHK:3618): Recent Earnings Fuel a Fresh Look at Its Current Valuation

Chongqing Rural Commercial Bank (SEHK:3618) posted its latest earnings for the third quarter and nine months ended September 2025. The results showed higher net interest income and a marginal uptick in net profit year over year. See our latest analysis for Chongqing Rural Commercial Bank. Chongqing Rural Commercial Bank’s latest quarter appears to have put a spotlight on the stock, as investor interest has picked up alongside a 1-month share price return of 12% and a striking 1-year total...
SEHK:6198
SEHK:6198Infrastructure

Qingdao Port (SEHK:6198) Valuation After Throughput Gains, Dividend Hike, and Board Reshuffle

Qingdao Port International (SEHK:6198) just delivered a string of updates investors will care about. These include higher throughput and profits, a dividend increase, and board changes following its latest extraordinary general meeting. See our latest analysis for Qingdao Port International. Momentum is building for Qingdao Port International. After a year of steady operational gains, the stock’s recent 12.2% three-month share price return and impressive 43.1% one-year total shareholder...