SEHK:1038
SEHK:1038Electric Utilities

CK Infrastructure Holdings (SEHK:1038): What Barclays' Coverage Means for Valuation and Future Upside

Barclays has just begun coverage on CK Infrastructure Holdings (SEHK:1038), highlighting its established foothold in crucial markets such as the UK and Australia. The firm points to sector-wide investment and cash flow strength as reasons for investor optimism. See our latest analysis for CK Infrastructure Holdings. After a tough start to the year, investor sentiment toward CK Infrastructure Holdings has improved in recent weeks, helped by Barclays’ upbeat view and growing confidence in the...
SEHK:857
SEHK:857Oil and Gas

Are PetroChina’s (SEHK:857) Board Changes Hinting at a Shift in Governance Priorities?

On October 30, 2025, PetroChina reported third-quarter sales of CNY 719.16 billion and net income of CNY 42.29 billion, reflecting higher sales but slightly reduced profits compared to the previous year. Shortly before these earnings, PetroChina announced that Mr. Zhou Song resigned as chairman of the supervisory committee and proposed abolishing the committee at its upcoming EGM, pointing to possible shifts in corporate governance. We'll now consider how PetroChina's earnings performance...
SEHK:992
SEHK:992Tech

Lenovo (SEHK:992): Exploring Valuation After Recent 11% Share Price Pullback

Lenovo Group (SEHK:992) shares have retreated over the past month, dipping by 11%. This followed a period of outperformance earlier in the year, which has sparked renewed interest in how the stock’s valuation stacks up amid changing market sentiment. See our latest analysis for Lenovo Group. After an impressive run-up earlier this year, Lenovo’s recent 11% slide has taken some steam out of its upward momentum, even as its longer-term track record remains compelling. While the 30-day share...
SEHK:2386
SEHK:2386Construction

How Proposed Governance Overhaul at SINOPEC Engineering (Group) (SEHK:2386) Has Changed Its Investment Story

SINOPEC Engineering (Group) recently announced proposed amendments to its Articles of Association, which include dissolving the supervisory committee and reducing registered capital through share cancellations, with the changes subject to shareholder approval at an extraordinary general meeting scheduled for December 23, 2025. This proposed overhaul reflects the company's response to evolving regulatory requirements and a drive to streamline its governance framework. We'll explore how the...
SEHK:1347
SEHK:1347Semiconductor

Assessing Hua Hong Semiconductor (SEHK:1347) Valuation After a Strong Year of Share Price Gains

Hua Hong Semiconductor (SEHK:1347) has caught the market’s attention lately, with its share price reflecting an interesting mix of recent trading pressure and longer-term momentum. Investors are weighing current declines in light of its strong performance over the past few months. See our latest analysis for Hua Hong Semiconductor. Hua Hong Semiconductor may have eased back lately, with a 1-day share price return of -0.81% and a 1-week slide of -0.38%. However, the stock’s powerful rally this...
SEHK:1919
SEHK:1919Shipping

Will COSCO SHIPPING (SEHK:1919) Revise Strategy as Earnings and Revenue Growth Slows?

COSCO SHIPPING Holdings recently reported earnings for the nine months ended September 30, 2025, showing revenue of CNY167.60 billion and net income of CNY27.07 billion, both lower than the same period last year. This performance highlights the company's exposure to market headwinds affecting sales and a significant decrease in profitability per share year-over-year. We'll examine how reduced earnings per share and weakening revenue growth influence COSCO SHIPPING Holdings' investment...
SEHK:3898
SEHK:3898Machinery

The Bull Case For Zhuzhou CRRC Times Electric (SEHK:3898) Could Change Following New 3-Year Supply Deal With CRRC Group

Zhuzhou CRRC Times Electric announced positive nine-month results with revenue of CNY 18.83 billion and net income of CNY 2.72 billion, and revealed the principal terms of a new three-year mutual supply agreement with CRRC Group set to run from 2026 to 2028. This agreement not only covers a broad scope of products and services but is designed to support growth in both domestic and overseas railway markets, aligning with national strategies for emission reduction and technological...
SEHK:631
SEHK:631Machinery

Leadership Changes and Strong Earnings Could Be a Game Changer for Sany Heavy Equipment (SEHK:631)

Sany Heavy Equipment International Holdings announced executive and board changes effective October 31, 2025, including the appointment of Mr. Zhou Fugui as chairman and the release of third quarter results showing higher sales and net income compared to last year. The leadership transition brings extensive industry experience to the board, while the company’s strong earnings highlight operational momentum through the first nine months of 2025. We'll explore how the combination of enhanced...
SEHK:3996
SEHK:3996Construction

China Energy Engineering (SEHK:3996): Assessing Valuation After Revenue Growth and Lower Profits in Latest Results

China Energy Engineering (SEHK:3996) just posted earnings for the first nine months of 2025, reporting higher sales and revenue than last year. However, net income and earnings per share edged a bit lower. See our latest analysis for China Energy Engineering. China Energy Engineering’s latest report comes after a year of strong momentum, with a 20.41% share price return year to date and a three-year total shareholder return of 45.17%. While recent earnings highlight top-line growth, ongoing...