SEHK:656
SEHK:656Industrials

Does Fosun International’s Streamlining Strategy Make Its Low Valuation Look More Appealing in 2025?

Wondering if Fosun International at HK$4.97 is quietly turning into a value opportunity, or just another value trap in Hong Kong stocks. The share price is up 0.6% over the last week, 1.2% over the past month, and 12.7% year to date, yet anyone who has held for 3 or 5 years is still looking at -16.2% and -51.5% respectively. Recent headlines have focused on Fosun International streamlining its portfolio and deleveraging its balance sheet, as the group continues to refocus on core businesses...
SEHK:371
SEHK:371Water Utilities

Beijing Enterprises Water Group (SEHK:371): Valuation Check After RMB2 Billion Note Issuance and Debt Refinancing

Beijing Enterprises Water Group (SEHK:371) has just wrapped up a RMB 2 billion medium term note issuance, using the fresh funding to refinance offshore loans and streamline its debt profile for the years ahead. See our latest analysis for Beijing Enterprises Water Group. The funding move lands as the HK$2.59 share price grinds higher, with a solid year to date share price return and an even stronger one year total shareholder return hinting that investors are slowly rewarding steadier balance...
SEHK:1997
SEHK:1997Real Estate

Does Wharf Real Estate Investment's New Hotel Services Deal Clarify or Complicate Its Core Strategy (SEHK:1997)?

Wharf Real Estate Investment Company (WREIC) announced that on 28 November 2025 it entered into a new three-year Master Hotel Services Agreement with Wharf, covering management, marketing, technical, procurement, training, financial and reservation services for its hotels and serviced apartments from 1 January 2026 to 31 December 2028. This refreshed framework for continuing connected transactions helps formalise long-term service arrangements within the wider Wharf group, providing clearer...
SEHK:3690
SEHK:3690Hospitality

Meituan (SEHK:3690) Is Down 7.6% After Q3 Profit Turns To Loss Despite Higher Revenue

In the third quarter of 2025, Meituan reported revenue of CNY 95,488.11 million, up from CNY 93,577.32 million a year earlier, but swung from net income of CNY 12,864.70 million to a net loss of CNY 18,632.45 million. This move from profit to loss, despite higher sales, highlights how rising costs and investment spend are weighing heavily on Meituan’s profitability profile. We’ll now examine how Meituan’s shift from profit to a sizeable quarterly loss affects its previously margin-focused...
SEHK:3877
SEHK:3877Diversified Financial

CSSC (Hong Kong) Shipping (SEHK:3877): Reassessing Valuation After Auditor Change from Grant Thornton to Baker Tilly

CSSC (Hong Kong) Shipping (SEHK:3877) just switched auditors after Grant Thornton resigned over a disagreement on 2025 audit fees, with Baker Tilly stepping in. This move naturally sharpens investor focus on governance and reporting. See our latest analysis for CSSC (Hong Kong) Shipping. Despite the auditor switch grabbing headlines, the stock has quietly built positive momentum, with a 16.8% year to date share price return and a punchy 39.4% one year total shareholder return that suggests...
SEHK:3996
SEHK:3996Construction

Reassessing China Energy Engineering (SEHK:3996)’s Valuation After Leadership Reshuffle and Chairman Transition

China Energy Engineering (SEHK:3996) has just entered a leadership reshuffle, with long serving chairman Song Hailiang stepping down. Ni Zhen is temporarily assuming chairman and authorized representative duties while leaving the general manager role. See our latest analysis for China Energy Engineering. Despite the leadership reshuffle and upcoming board meeting on governance changes, the latest HK$1.14 share price sits against a solid backdrop. The year to date share price return is 16.33%,...
SEHK:9999
SEHK:9999Entertainment

Did Earnings Strength and Cloud Music’s Global Data Push Just Shift NetEase’s (SEHK:9999) Investment Narrative?

In the third quarter of 2025, NetEase reported higher sales and net income year over year, affirmed a US$0.114 per-share dividend, completed a US$2.00 billion buyback program, and saw its NetEase Cloud Music charts integrated into Chartmetric’s platform for global industry access. The Chartmetric integration gives international labels and artists direct visibility into youth-driven listening trends on NetEase Cloud Music, potentially increasing the platform’s influence in global music...
SEHK:303
SEHK:303Communications

Vtech Holdings (SEHK:303) Margin Slippage Reinforces Bear Narratives After H1 2026 Results

Vtech Holdings (SEHK:303) has just posted H1 2026 results with revenue of $991.1 million and net income of $74.7 million, translating to basic EPS of $0.30, while trailing 12 month revenue and net income came in at $2.1 billion and $144.1 million respectively, with EPS of $0.57. The company has seen revenue move from $1.09 billion and net income of $87.4 million in H1 2025 to $1.09 billion and $69.4 million in H2 2025, before landing at $991.1 million and $74.7 million in the latest half, a...
SEHK:3998
SEHK:3998Luxury

The Bull Case For Bosideng International Holdings (SEHK:3998) Could Change Following Steady EPS And Higher Dividend

Bosideng International Holdings reported half-year results for the period ended September 30, 2025, with sales of CNY 8,927.64 million and net income of CNY 1,189.37 million, and its board recommended an interim dividend of HK$0.063 (approximately CNY 0.057) per share, payable in January 2026. While basic earnings per share were unchanged year on year at CNY 0.1035, the slight improvement in diluted earnings per share highlights incremental profitability gains even after factoring in...
SEHK:2883
SEHK:2883Energy Services

China Oilfield Services (SEHK:2883): Assessing Valuation After Governance Overhaul and Supervisory Committee Cancellation

China Oilfield Services (SEHK:2883) just pushed through a governance overhaul at its December 2 Extraordinary General Meeting, canceling its Supervisory Committee and revising its Articles of Association. The move is aimed at streamlining oversight and day to day decision making. See our latest analysis for China Oilfield Services. The market seems to be warming to that message, with the share price at HK$7.48 and a solid 1 year total shareholder return of 14.48% suggesting gradually...
SEHK:1024
SEHK:1024Interactive Media and Services

Kuaishou Technology (SEHK:1024): Reassessing Valuation Following the Kling O1 Multimodal AI Breakthrough

Kuaishou Technology (SEHK:1024) just put Kling O1 on the map, pitching it as a unified multimodal creation engine that could reshape how film studios, advertisers, and e commerce brands approach AI driven video production. See our latest analysis for Kuaishou Technology. Despite the modest 1 day share price return of 0.88 percent and some recent consolidation, Kuaishou’s year to date share price return of about 70 percent and 1 year total shareholder return of roughly 43 percent suggest...
SEHK:9926
SEHK:9926Biotechs

Asian Value Stocks Estimated At 15.2% To 40.3% Below Intrinsic Worth

Amidst a backdrop of global economic uncertainty and shifting monetary policies, Asian markets have shown resilience, with investor interest particularly piqued by the potential for undervalued opportunities. In this context, identifying stocks priced below their intrinsic worth can be a strategic move for investors looking to capitalize on market inefficiencies and long-term growth potential.
SEHK:2666
SEHK:2666Healthcare

Taking Stock of Genertec Universal Medical Group (SEHK:2666) Valuation After New RMB 8 Billion Bond Approval

Genertec Universal Medical Group (SEHK:2666) just secured regulatory approval for its leasing subsidiary to issue up to RMB 8 billion in corporate bonds. This financing move could reshape its balance sheet and growth options. See our latest analysis for Genertec Universal Medical Group. That backdrop helps explain why the stock has been firming up, with a 1 month share price return of 5.17 percent and year to date share price return of 34.78 percent. The 1 year total shareholder return of...
SEHK:3320
SEHK:3320Pharmaceuticals

What China Resources Pharmaceutical Group (SEHK:3320)'s Onshore Debt Refinancing Plan Means For Shareholders

China Resources Pharmaceutical Group Limited recently proposed amending its articles of association to reflect updated Hong Kong rules on treasury shares and website-based shareholder communication, while its subsidiary CR Pharmaceutical Commercial received approval in China to register up to RMB3 billion in medium term notes for refinancing interest-bearing debt. Together, these changes highlight the group’s efforts to modernise its corporate framework and improve balance sheet flexibility...
SEHK:1385
SEHK:1385Semiconductor

Does Governance Overhaul And Employee Director Shift The Bull Case For Shanghai Fudan Microelectronics (SEHK:1385)?

Shanghai Fudan Microelectronics Group Company Limited’s second Extraordinary General Meeting on 2 December 2025 approved new Articles of Association and a reshaped board structure, including the abolition of the Supervisory Committee and transfer of its functions to the Audit Committee. The introduction of an employee director and the reallocation of committee roles indicate a stronger focus on operational efficiency, internal oversight, and stakeholder representation. With investors...
SEHK:1811
SEHK:1811Renewable Energy

Assessing CGN New Energy (SEHK:1811)’s Valuation After Its New Three-Year Maintenance Services Framework Deal

CGN New Energy Holdings (SEHK:1811) just signed a three year Maintenance Services Framework Agreement through its Yunnan subsidiary, formalising repair and testing work across wind, solar and energy storage assets within the CGN group. See our latest analysis for CGN New Energy Holdings. Against this backdrop, the HK$2.65 share price has seen a solid year to date, with a 13.25 percent year to date share price return and a standout 5 year total shareholder return of 190.96 percent, suggesting...