In the second quarter, Sands China reported a 50 percent year-on-year drop in net income to US$107 million, as reduced high-value patron visitation during the World Cup and weak VIP hold weighed on results, even as gross gaming revenue grew 4 percent versus a year earlier.
Behind the weaker headline profit, the company saw gaming volumes rise across all segments and reiterated its long-term Macau and Singapore expansion plans, underlining management’s focus on capacity upgrades despite...
Rising US tariffs, tighter rules on foreign tech, and pressure on countries to buy American are reshaping the risk profile for global tech and payments stocks. Some companies could see their opportunities squeezed as access to the US market, key supply chains, and cross border customers comes under stress. Others may find new openings as demand shifts. This article focuses on the risk side of that equation. It unpacks how the latest US policy shifts may work against three specific stocks...
IMAX China Holding (SEHK:1970) has put fresh numbers on the table for H1 2026, with trailing twelve month revenue of US$78.99 million and basic EPS of US$0.05895 setting the tone against a backdrop where the latest reported half year in 2025 showed revenue of US$44.54 million and EPS of US$0.04074. The company has seen revenue move from US$37.10 million and EPS of US$0.02815 in H2 2024 to US$57.80 million and EPS of US$0.07019 in H1 2025. This gives investors clear reference points for how...
In July 2026, China Coal Energy reported that June and year-to-date coal production and sales slipped versus a year earlier, while chemical products such as polyethylene, polypropylene, methanol and ammonium nitrate generally saw higher volumes.
This mix of softer coal volumes and stronger chemical output highlights a gradual shift in the company’s operational balance between traditional coal and coal-chemical businesses.
Next, we’ll examine how weaker coal volumes but stronger polyethylene...
CGN Power (SEHK:1816) drew fresh investor focus after reporting first half 2026 operating data, with total nuclear power generation and on grid output both below the levels reported a year earlier.
See our latest analysis for CGN Power.
CGN Power's recent operating update came as the share price closed at HK$2.88, with a 7 day share price return of 5.49% and a 90 day share price return that declined 15.04%. The 5 year total shareholder return of 110.13% points to a much stronger long run...
In July 2026, China Resources Land Limited reported unaudited June and first-half 2026 figures showing monthly gross contracted sales of about RMB 22.99 billion on 0.799 million square meters and recurring revenue of roughly RMB 4.46 billion, alongside first-half gross contracted sales of about RMB 116.50 billion and recurring revenue of around RMB 26.47 billion.
The data highlight that while contracted sales and floor area were mixed year on year, recurring revenue and especially rental...
As the Asian markets navigate a period of volatility driven by technology sector fluctuations and geopolitical tensions, investors are increasingly focused on identifying resilient opportunities within the region. In this context, growth companies with high insider ownership can offer potential stability and alignment of interests, making them appealing in uncertain times.
In July 2026, CSC Financial Co., Ltd. issued consolidated earnings guidance for the first half of 2026, expecting net profit attributable to equity holders between RMB 7,214 million and RMB 8,116 million and a very large year-on-year percentage increase.
The company attributes this profit growth to steady development across all business segments, underpinned by its emphasis on finance serving the real economy and building a first-class investment bank.
Next, we will examine how this strong...
Chery Automobile stock has fallen 19.3% year to date, yet the broader valuation checks currently lean cheap, which raises a clear question about whether the recent share weakness is out of line with where fundamentals point.
Year to date the share price is down 19.3%, which means recent sellers have already priced in a fair amount of pessimism.
Global expansion of Chery Group’s new energy vehicle brands, including recent launches and shipments into Europe and the Middle East, can support...
Ping An Healthcare and Technology (SEHK:1833) is back in focus after parent Ping An Insurance showcased new artificial intelligence tools in healthcare, insurance, and payments at the World Artificial Intelligence Conference 2026.
See our latest analysis for Ping An Healthcare and Technology.
At a share price of HK$7.65, Ping An Healthcare and Technology has seen short term momentum fade, with the 90 day share price return down 32.24% and the year to date share price return down 47.53%, even...
BYD (SEHK:1211) has put fresh attention on its stock after selecting DTS AutoStage as its exclusive in car media platform, pairing this move with continued vertical integration and expanding new energy vehicle sales and exports.
See our latest analysis for BYD.
BYD's latest product news arrives after a mixed run for investors, with the share price delivering a 16.88% gain over 30 days but declining 10.23% year to date and the 1 year total shareholder return falling 32.57%. The 5 year total...
NetEase Cloud Music (SEHK:9899) has renewed and expanded its multi year licensing agreement with Warner Music Group. The deal broadens cooperation into marketing, talent promotion and multimedia content for Chinese users and international artists.
See our latest analysis for NetEase Cloud Music.
Against this backdrop, NetEase Cloud Music’s recent licensing renewal with Warner Music Group comes after a mixed stretch in the market. The stock has shown a 9.92% 1 month share price gain but a year...
China Longyuan Power Group (SEHK:916) reported June 2026 operating data showing consolidated power generation of 5,348,794 MWh, a year-on-year decline, with wind and solar output for the month also falling compared with June 2025.
See our latest analysis for China Longyuan Power Group.
Despite the weaker June operating data, China Longyuan Power Group's share price has shown short term momentum, with a 1 month share price return of 9.23% and a 7 day return of 6.42%. However, the 1 year total...
Tencent Holdings (SEHK:700) is a key backer of Moonshot, a Chinese AI firm preparing for a Hong Kong IPO.
Moonshot is finalizing new funding at a substantial valuation ahead of the listing.
The company is dismantling its offshore structure in preparation for the planned Hong Kong offering.
The deal brings Tencent alongside other major tech and state-backed investors in China's AI sector.
Tencent Holdings, best known for its social media and gaming businesses, is increasingly linking its...
International Business Settlement Holdings (SEHK:147) has released its FY 2026 numbers with second half revenue of HK$177.8 million and a net income loss of HK$222.2 million, translating to EPS of HK$0.00962. The trailing 12 month figures show revenue of HK$216.2 million and a net income loss of HK$295.1 million, or EPS of HK$0.013594. Over recent periods, the company has reported revenue of HK$79.3 million in the second half of FY 2025, HK$38.4 million in the first half of FY 2026, and...
Oriental Watch Holdings (SEHK:398) has reported its FY 2026 first half with revenue of HK$1,618.5 million and basic EPS of HK$0.21, putting fresh numbers on the table for investors watching how profits are holding up. The company has seen revenue shift from HK$1,800.5 million in 1H FY 2025 to HK$1,649.4 million in 2H FY 2025 and then to HK$1,618.5 million in 1H FY 2026. Over the same periods, basic EPS moved from HK$0.24 to HK$0.17 and then HK$0.21. Together, these figures set a clear context...
Seazen Group (SEHK:1030) has drawn fresh attention after reporting contracted sales of about RMB 0.957b for June 2026, bringing year-to-date contracted sales to roughly RMB 6.357b across more than 1,024,800 square meters.
See our latest analysis for Seazen Group.
Following the sales update, Seazen Group's HK$1.45 share price has seen a 2.84% 1 day share price return and a 1.40% 7 day share price return, but the 90 day share price return is down 31.92% and the 1 year total shareholder return...
In July 2026, MMG Limited reported unaudited second-quarter and year-to-date production results showing mixed volume trends across copper, zinc, lead, molybdenum, gold, and silver, while confirming unchanged 2026 output guidance for its key operations including Las Bambas, Kinsevere, Khoemacau, Dugald River, and Rosebery.
The combination of softer copper-in-concentrate and zinc output with higher copper cathode, lead, molybdenum, and silver production highlights shifting contributions across...
As Asian markets navigate a period of volatility influenced by global tech stock fluctuations and geopolitical tensions, investors are increasingly on the lookout for opportunities that may be undervalued amidst the broader market shifts. In this environment, identifying stocks trading at significant discounts can offer potential value, especially when considering companies with strong fundamentals and resilience in challenging economic landscapes.