SEHK:2357
SEHK:2357Aerospace & Defense

How Investors Are Reacting To AviChina (SEHK:2357) Scrapping Its Supervisory Committee And Reshaping The Board

At its extraordinary general meeting on 12 December 2025, AviChina Industry & Technology approved amendments to its Articles of Association, including abolishing the Supervisory Committee system, and confirmed the appointment of Mr. Gao Jiming as a non-executive director through 2027. This governance overhaul reduces one layer of oversight while reshaping the board, raising fresh questions about how management will now be monitored. We will now examine how the abolition of the Supervisory...
SEHK:981
SEHK:981Semiconductor

Is SMIC’s 133% 2025 Surge Still Justified by Cash Flow and Earnings Expectations?

If you have been wondering whether Semiconductor Manufacturing International is still a smart buy after its huge run up, you are not alone. This stock has become a lightning rod for debates about value versus momentum. Despite a recent pullback of around 2.9% over the last week and 7.6% over the last month, the shares are still up an eye catching 133.4% year to date and about 161.4% over the past year, which naturally raises questions about how much upside might be left. These moves have...
SEHK:6855
SEHK:6855Biotechs

Is Ascentage Pharma Group International Pricing In Too Much Biotech Optimism After Big 3 Year Rally?

If you are wondering whether Ascentage Pharma Group International is still a smart way to get exposure to biotech upside, you are not alone. That is exactly what we are going to unpack here. Despite a choppy recent stretch, with the share price down 6.8% over the last week and 8.1% over the past month, the stock is still sitting on gains of 35.4% year to date and 53.1% over the last year, building on a 131.9% return over three years. Recent moves have been shaped less by day to day trading...
SEHK:9969
SEHK:9969Biotechs

First Solid-Tumor Drug Approval Might Change The Case For Investing In InnoCare Pharma (SEHK:9969)

In the past week, InnoCare Pharma reported China NMPA approval of zurletrectinib (ICP-723) for NTRK fusion-positive solid tumors in patients aged 12 and above, alongside strong efficacy and safety data, while also showcasing extensive positive clinical results for orelabrutinib and mesutoclax at the ASH 67th Annual Meeting. This marks InnoCare’s first approved solid-tumor therapy, adding a blood–brain-barrier-penetrant TRK inhibitor to its portfolio and underscoring its push to build a broad...
SEHK:2616
SEHK:2616Biotechs

Why CStone Pharmaceuticals (SEHK:2616) Is Up 7.9% After GAVRETO NRDL Inclusion Approval In China

CStone Pharmaceuticals announced that its RET-targeted cancer therapy GAVRETO® (pralsetinib) has been approved for inclusion in China’s National Reimbursement Drug List, with reimbursement due to begin on 1 January 2026. This listing materially broadens patient access in China’s public healthcare system, potentially reinforcing CStone’s role as a key oncology player in Greater China. We’ll now examine how NRDL inclusion for GAVRETO shapes CStone’s investment narrative, particularly around...
SEHK:1211
SEHK:1211Auto

Is It Too Late To Consider BYD After Recent Rally And Cooling Sentiment?

If you are wondering whether BYD is still a smart buy at today’s price, or if the big gains are mostly behind it, this article will walk through what the current market is really pricing in. After a 14.4% gain year to date and a 46.5% climb over 3 years, the recent 2.0% pullback over the last month suggests sentiment is cooling a bit, but not necessarily the long term story. Investors have been reacting to a mix of headlines around global EV competition, shifting subsidies in China, and...