SEHK:3939
SEHK:3939Metals and Mining

The Bull Case For Wanguo Gold Group (SEHK:3939) Could Change Following Strong ROE And Oversold Signals

Wanguo Gold Group recently reported past results showing a 42.6% increase in revenue and a Return on Equity of 27.77%, accompanied by technical indicators pointing to oversold conditions and potential for a rebound. The combination of strong profitability metrics and signals of an oversold bounce is drawing fresh attention to how Wanguo’s diversified mining operations fit within the basic materials sector. Next, we will examine how Wanguo’s strong Return on Equity reshapes its investment...
SEHK:17
SEHK:17Real Estate

Does Elevating China Chief Chan Yiu-Ho to the Board Change New World Development’s Bull Case (SEHK:17)?

On 12 December 2025, New World Development announced that Chan Yiu-Ho, CEO of New World China Land, had joined its board as an executive director, formalizing his influence over the group’s China portfolio. This board appointment brings the company’s mainland China operations closer to the core decision-making table, potentially reshaping how capital, risk and management attention are allocated between Hong Kong and the mainland. With Chan Yiu-Ho now on the board, we’ll examine how this...
SEHK:1530
SEHK:1530Biotechs

Why 3SBio (SEHK:1530) Is Down 10.1% After HK$3.12 Billion Follow-on Equity Offering And Portfolio Shift

3SBio Inc. recently completed a follow-on equity offering of HK$3.12 billion via a subsequent direct listing, issuing 105,169,500 ordinary shares at HK$29.62 each. The fundraise, paired with the planned divestment of its cash-generating hair-loss unit, underlines 3SBio’s push to become a focused innovator in late-stage biopharmaceuticals. With the shares posting a 10.14% seven-day decline, we’ll explore how this capital raise and portfolio refocus reshape 3SBio’s investment narrative. Find...
SEHK:386
SEHK:386Oil and Gas

Assessing Sinopec (SEHK:386)’s Valuation as Gas Demand Recovers and CCUS Expansion Shapes Its Transition Story

China Petroleum & Chemical (SEHK:386) is back in focus as China’s natural gas demand is projected to grow 5% next year, while Sinopec scales up carbon capture projects and explores new CCUS partnerships. See our latest analysis for China Petroleum & Chemical. Those CCUS moves and the improving gas demand backdrop seem to be nudging sentiment in Sinopec’s favor, with the share price at HK$4.42 and a 90 day share price return of 4.74%. The five year total shareholder return of 102.74% suggests...
SEHK:2007
SEHK:2007Real Estate

Country Garden (SEHK:2007) Leadership Shake-Up Sparks Fresh Look at Its Depressed Price-to-Sales Valuation

Country Garden Holdings (SEHK:2007) just reshuffled its top ranks, moving long time president Mo Bin into a co chairman role while elevating Cheng Guangyu to president, paired with fresh November sales figures. See our latest analysis for Country Garden Holdings. Even with the leadership reshuffle and November’s RMB 2.35 billion in attributable contracted sales, sentiment remains fragile. A 1 month share price return of negative 11.11% and a 5 year total shareholder return of negative 94.76%...
SEHK:3328
SEHK:3328Banks

How Investors Are Reacting To Bank of Communications (SEHK:3328) Capital Raise and Interim Dividend Decision

Bank of Communications Co., Ltd. recently approved a 2025 interim cash dividend of RMB1.563 per 10 shares and updated its interim dividend distribution arrangements, while also clarifying withholding tax rules for different categories of shareholders. In parallel, the bank completed a very large capital increase to RMB88.36 billion through the issuance of over 14 billion new A Shares, which can reinforce its regulatory capital base and support future business growth. We’ll examine how the...
SEHK:1810
SEHK:1810Tech

How Investors Are Reacting To Xiaomi (SEHK:1810) Embedding Stablecoin Payments And Crypto Wallets In New Phones

In December 2025, Sei announced a major initiative with Xiaomi to pre-install a next-generation crypto wallet and discovery app on all new Xiaomi smartphones sold outside mainland China and the US, and to enable stablecoin payments for Xiaomi products across its global retail and digital ecosystem. This collaboration could act as a large-scale on-ramp to web3 for millions of users in regions where Xiaomi dominates smartphone share, such as Greece and India, while embedding blockchain...
SEHK:1811
SEHK:1811Renewable Energy

Assessing CGN New Energy (SEHK:1811)’s Valuation After November’s 28% Power Generation Jump

CGN New Energy Holdings (SEHK:1811) just posted a 28% jump in November power generation versus last year, mainly from solar and Korean projects, even though output for the year to date is slightly lower. See our latest analysis for CGN New Energy Holdings. The market seems to be noticing this pickup in operational momentum. The share price is at HK$2.78 and a strong year to date share price return of 18.8 percent supports a robust 5 year total shareholder return of 180 percent, which signals...
SEHK:700
SEHK:700Interactive Media and Services

How Investors Are Reacting To Tencent Holdings (SEHK:700) Esports Record And MiniMax AI IPO Plans

Tencent recently co-hosted the KPL 2025 Grand Finals in Beijing’s National Stadium with Hero Esports, setting a Guinness World Record for single-event esports attendance with 62,196 fans, while another Tencent-backed company, AI start-up MiniMax, has moved ahead with plans to use its proposed Hong Kong IPO proceeds to fund research and development. Together, these developments highlight Tencent’s broad reach across competitive AI and mobile gaming, reinforcing its influence in both global...
SEHK:3
SEHK:3Gas Utilities

Hong Kong and China Gas (SEHK:3) Valuation After Major AWS Cloud and AI Modernization Drive

Hong Kong and China Gas (SEHK:3) just pushed a big chunk of its core infrastructure onto Amazon Web Services with partner eCloudvalley, aiming for up to 40% lower IT costs and 99.99% uptime on mission critical systems. See our latest analysis for Hong Kong and China Gas. The HK$7.18 share price has held up reasonably well this year, with a 17.5% year to date share price return and a 24.8% one year total shareholder return suggesting improving sentiment as investors warm to its gradual...
SEHK:291
SEHK:291Beverage

How ESG-Linked Incentives and Awards Could Reshape China Resources Beer (SEHK:291)'s Long-Term Investment Story

China Resources Beer (Holdings) Company Limited was recently named a winner for both Corporate Governance and ESG Excellence Awards at the 2025 Hong Kong Corporate Governance and ESG Excellence Awards, reflecting independent recognition of its governance structures and sustainability focus. The awards highlight how China Resources Beer is tying ESG performance to management incentives and actively addressing climate change, underlining an emphasis on long-term value creation and risk...
SEHK:1099
SEHK:1099Healthcare

Sinopharm Group (SEHK:1099): Valuation Check After Renewing Shanghai Henlius Distribution Partnership

Sinopharm Group (SEHK:1099) is back in focus after Shanghai Henlius Biotech moved to renew their long running distribution framework, extending Sinopharm’s role in distributing Henlius products from 2026 through 2028. See our latest analysis for Sinopharm Group. The renewed Henlius deal lands while Sinopharm’s HK$20.36 share price has seen a modest 1 day share price return of 1.09% but a softer 30 day share price return of 4.77%, with a more reassuring 5 year total shareholder return of...
SEHK:1928
SEHK:1928Hospitality

How Investors May Respond To Sands China (SEHK:1928) Citi’s Macau Outlook And ESG Partnership Push

Recently, Citi Research projected solid growth in Macau’s 2026 gross gaming revenue and industry EBITDA, highlighting Sands China as the sector’s top pick with an expected market share gain. Separately, Sands China continued its 12-year partnership with Clean the World by mobilizing 330 volunteers at The Venetian Macao to assemble 30,000 hygiene kits, underscoring how its social impact work sits alongside its core gaming operations. Against this backdrop, we’ll explore how Citi’s upbeat...
SEHK:2688
SEHK:2688Gas Utilities

The Bull Case For ENN Energy Holdings (SEHK:2688) Could Change Following Hang Seng China Index Exit

Earlier this month, ENN Energy Holdings Limited was removed from the Hang Seng China Enterprises Index, ending its inclusion in one of Hong Kong’s key benchmarks for mainland Chinese companies. This index removal can alter the company’s investor base, as passive funds tracking the benchmark may rebalance their holdings, affecting liquidity and trading patterns. Against this backdrop of index exclusion and potential shifts in passive fund flows, we’ll examine how this development reshapes ENN...