Hong Kong Communications Stock News

SEHK:600
SEHK:600Semiconductor

Axera Semiconductor (SEHK:600) Valuation Check After Sharp One Day Share Price Move

Axera Semiconductor (SEHK:600) has recently drawn attention after a sharp 17.2% one-day move in its share price, prompting investors to reassess how its current valuation lines up with its business fundamentals. See our latest analysis for Axera Semiconductor. That 17.2% one day share price return at HK$28.26 sits against a relatively flat year to date share price return of 0.21%. This suggests the latest move may reflect a sudden shift in how the market views Axera Semiconductor’s growth...
SEHK:981
SEHK:981Semiconductor

How SMIC’s Q4 Profit and Flat Q1 Margin Outlook Will Impact Semiconductor Manufacturing International (SEHK:981) Investors

Semiconductor Manufacturing International Corporation reported fourth-quarter 2025 results with sales of US$2,488.71 million and net income of US$172.85 million, and later issued first-quarter 2026 guidance indicating sequentially flat revenue and an 18%–20% gross margin range. This combination of solid quarterly profitability and a cautious margin outlook gives investors fresh insight into how SMIC is balancing growth with profitability pressures. Next, we’ll examine how SMIC’s guidance for...
SEHK:1211
SEHK:1211Auto

Assessing BYD (SEHK:1211) Valuation As Shares Rebuild Short Term Momentum

BYD stock performance snapshot BYD (SEHK:1211) has recently seen mixed share performance, with a 0.8% decline over the past day, a 5.9% gain over the past week, and a small pullback over the past month. Over longer periods, BYD shows a 1.0% negative return year to date, an 18.6% negative total return over the past year, and positive total returns across the past 3 and 5 years, highlighting both volatility and staying power. The shares last closed at HK$97.75, with recent annual revenue of...
SEHK:700
SEHK:700Interactive Media and Services

Tencent Holdings (SEHK:700) Valuation Check As DBS And TenPay Launch New Cross Border Service

Attention on Tencent Holdings (SEHK:700) has picked up after DBS Bank and TenPay Global launched a new cross-border service that links DBS accounts with Weixin Pay and expands DBS PayLah! acceptance across mainland China. See our latest analysis for Tencent Holdings. Despite the new DBS and TenPay Global tie up highlighting Tencent's role in cross border payments, the shares trade at HK$532.0 after a 14.47% 1 month share price decline. The 1 year total shareholder return of 13.03% contrasts...
SEHK:992
SEHK:992Tech

Lenovo Reshapes Infrastructure Group For AI As Shares Trade Below Targets

Lenovo Group (SEHK:992) is restructuring its Infrastructure Solutions Group to place greater emphasis on AI driven offerings. The company is expanding AI centric products and services while dealing with an industry wide crunch in memory chip supply. Management is prioritizing cost savings and new AI enabled hardware and infrastructure solutions to adapt its operations and product mix. For you as an investor, the key point is that Lenovo is reshaping a core infrastructure business around AI...
SEHK:1299
SEHK:1299Insurance

AIA Group Adds Industry Veterans To Board As Governance Priorities Evolve

AIA Group (SEHK:1299) has appointed Ms. Shulamite Khoo and Mr. Ku Man as Independent Non executive Directors. Both appointees bring extensive experience across insurance, banking and international executive roles. Their appointments expand the board’s mix of industry, financial and governance expertise. AIA Group focuses on life and health insurance, with a footprint across multiple Asia Pacific markets. Fresh board appointments are often closely watched by investors, as they can influence...
SEHK:23
SEHK:23Banks

Bank Of East Asia SEHK 23 Margin Compression Challenges Bullish Earnings Growth Narrative

Bank of East Asia (SEHK:23) has just posted its FY 2025 first half results, with total revenue of HK$7.7b and basic EPS of HK$0.86, alongside net income of HK$2.3b. The bank reported revenue of HK$7.5b and EPS of HK$0.69 in the first half of 2024, followed by revenue of HK$7.9b and EPS of HK$0.84 in the second half of 2024. As a result, FY 2025 starts after three consecutive reported periods of higher earnings per share. With that backdrop, investors are likely to focus on how its net...
SEHK:1346
SEHK:1346Luxury

Lever Style (SEHK:1346) Net Margin Holds At 7.9% Challenging Bearish Growth Concerns

Lever Style (SEHK:1346) has put fresh numbers on the table for FY 2025, with second half revenue of US$108.8 million and basic EPS of US$0.017, alongside net income of US$10.5 million. The company has seen revenue move from US$127.6 million and basic EPS of US$0.020 in the second half of 2024 to US$108.8 million and US$0.017 in the latest half, while trailing twelve month revenue sits between about US$200 million and US$223 million and EPS between roughly US$0.025 and US$0.029 over recent...
SEHK:1928
SEHK:1928Hospitality

Sands China (SEHK:1928) Margin Squeeze In 2025 H1 Challenges Bullish Earnings Narratives

Sands China (SEHK:1928) has put fresh numbers on the table, with FY 2025 first half revenue at US$3.5 billion and basic EPS of US$0.051, setting the tone for how the story is evolving after last year’s recovery phase. The company has seen revenue hold in a tight range, from US$3,551 million and EPS of US$0.0668 in 2024 H1, to US$3,529 million and EPS of US$0.0623 in 2024 H2, before landing at US$3,492 million and EPS of US$0.051 in 2025 H1. This frames the latest print as part of a gradual...
SEHK:3690
SEHK:3690Hospitality

Assessing Meituan’s Valuation As FY2025 Loss Guidance Follows FY2024 Profit And Heavier Competition Spending

Why Meituan’s New Guidance Matters for Shareholders Meituan (SEHK:3690) has guided for a FY2025 loss of RMB 23,300 million to RMB 24,300 million, after reporting a FY2024 profit of RMB 35,808 million, as competition pushes the company to raise ecosystem investment. The guidance also points to a shift in the Core Local Commerce segment, from a RMB 52,415 million operating profit in FY2024 to an expected operating loss of RMB 6,800 million to RMB 7,000 million, alongside heavier spending on...
SEHK:2016
SEHK:2016Banks

Does Chen Haiqiang’s Chairmanship Clarify China Zheshang Bank’s Governance Trajectory (SEHK:2016)?

China Zheshang Bank recently received approval from the National Financial Regulatory Administration for the appointment of Chen Haiqiang as chairman of its seventh board session, formalizing a key leadership change. Chen’s long track record in senior roles at China Zheshang Bank and other major Chinese lenders may strengthen perceptions of leadership continuity and governance stability. We’ll now explore how Chen Haiqiang’s appointment as chairman may influence China Zheshang Bank’s...
SEHK:1070
SEHK:1070Consumer Durables

Assessing TCL Electronics Holdings (SEHK:1070) Valuation After A Strong 1 Year And 3 Year Shareholder Return

What recent performance data suggests for TCL Electronics Holdings (SEHK:1070) TCL Electronics Holdings (SEHK:1070) has drawn investor attention after a one-year total return of 97% and a past 3-month return of 24%, alongside reported annual revenue of HK$108.6b and net income of HK$2.2b. See our latest analysis for TCL Electronics Holdings. Recent trading suggests momentum is building, with a 30 day share price return of 26.28% contributing to a 1 year total shareholder return of 97.26% and...
SEHK:6855
SEHK:6855Biotechs

Assessing Ascentage Pharma Group International (SEHK:6855) Valuation After Recent Share Price Volatility

Why Ascentage Pharma Group International (SEHK:6855) Is Drawing Investor Attention Ascentage Pharma Group International (SEHK:6855) has come onto investor radars after recent share price moves, with a 1 day return of 2.4% and a 7 day gain of 1.3%. These short term shifts contrast with a month decline of 12.8% and a past 3 months drop of 29.7%. This has prompted investors to reassess how the current price of HK$47.5 lines up with the company’s fundamentals. See our latest analysis for...