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...