SEHK:1211
SEHK:1211Auto

Is New Mexico Tariff Shock And BYD Audio Deal Altering The Investment Case For BYD (SEHK:1211)?

Stingray announced a co-branded in-car audio service, BYD Audio by Stingray, while Mexico approved new tariffs of up to 50% on Chinese-made vehicles and auto parts, directly affecting BYD’s export prospects to that market. Together, these developments highlight how BYD is enhancing its in-vehicle experience through global partnerships even as it confronts rising trade barriers in important overseas markets. Next, we will examine how Mexico’s new tariffs on Chinese autos could influence BYD’s...
SEHK:9969
SEHK:9969Biotechs

InnoCare Pharma (SEHK:9969): Assessing Valuation After Landmark NTRK Solid-Tumor Approval for Zurletrectinib

InnoCare Pharma (SEHK:9969) just cleared a major milestone, with China’s regulator approving its next generation TRK inhibitor zurletrectinib for NTRK fusion positive solid tumors, the company’s first green light in solid cancers. See our latest analysis for InnoCare Pharma. The zurletrectinib approval lands after a volatile stretch, with InnoCare’s share price still up strongly this year thanks to a 150.79% year to date share price return. At the same time, the 90 day share price return of...
SEHK:2233
SEHK:2233Basic Materials

Is West China Cement (SEHK:2233) Quietly Redrawing Its Risk Map With Debt Cuts And A Hong Kong Shift?

West China Cement Limited has completed payment to eligible holders in its tender offer for the 2026 Notes, leaving US$200,000,000 in principal still outstanding, and earlier in December it also changed its principal place of business in Hong Kong to a new address in Tsim Sha Tsui. This combination of debt retirement and operational relocation highlights management’s current focus on balance-sheet flexibility and corporate infrastructure in a key financial hub. We will now examine how the...
SEHK:1099
SEHK:1099Healthcare

Sinopharm Group (SEHK:1099): Valuation Check After Renewing Shanghai Henlius Distribution Partnership

Sinopharm Group (SEHK:1099) is back in focus after Shanghai Henlius Biotech moved to renew their long running distribution framework, extending Sinopharm’s role in distributing Henlius products from 2026 through 2028. See our latest analysis for Sinopharm Group. The renewed Henlius deal lands while Sinopharm’s HK$20.36 share price has seen a modest 1 day share price return of 1.09% but a softer 30 day share price return of 4.77%, with a more reassuring 5 year total shareholder return of...
SEHK:9999
SEHK:9999Entertainment

NetEase (SEHK:9999): Reassessing Valuation After JPMorgan Names It Top China Digital Entertainment Pick

JPMorgan just put NetEase (SEHK:9999) at the top of its China digital entertainment list, highlighting a packed pipeline of new games and potential Southbound Trading inclusion as key drivers for the stock. See our latest analysis for NetEase. The JPMorgan call lands after a choppy few months, with NetEase’s share price still up strongly year to date and a three year total shareholder return comfortably more than doubling investors’ money, suggesting momentum is rebuilding as new titles and...
SEHK:1928
SEHK:1928Hospitality

How Investors May Respond To Sands China (SEHK:1928) Citi’s Macau Outlook And ESG Partnership Push

Recently, Citi Research projected solid growth in Macau’s 2026 gross gaming revenue and industry EBITDA, highlighting Sands China as the sector’s top pick with an expected market share gain. Separately, Sands China continued its 12-year partnership with Clean the World by mobilizing 330 volunteers at The Venetian Macao to assemble 30,000 hygiene kits, underscoring how its social impact work sits alongside its core gaming operations. Against this backdrop, we’ll explore how Citi’s upbeat...
SEHK:2688
SEHK:2688Gas Utilities

The Bull Case For ENN Energy Holdings (SEHK:2688) Could Change Following Hang Seng China Index Exit

Earlier this month, ENN Energy Holdings Limited was removed from the Hang Seng China Enterprises Index, ending its inclusion in one of Hong Kong’s key benchmarks for mainland Chinese companies. This index removal can alter the company’s investor base, as passive funds tracking the benchmark may rebalance their holdings, affecting liquidity and trading patterns. Against this backdrop of index exclusion and potential shifts in passive fund flows, we’ll examine how this development reshapes ENN...
SEHK:867
SEHK:867Pharmaceuticals

What China Medical System Holdings (SEHK:867)'s Stroke Drug NDA Acceptance Means For Shareholders

On 11 December 2025, China Medical System Holdings announced that China’s National Medical Products Administration accepted the New Drug Application for Y-3 (Loberamisal) for Injection, a Class 1 innovative brain cytoprotectant for acute ischemic stroke based on PSD-95-nNOS and MPO targets. This first-in-class, multi-target therapy addresses both stroke damage and post-stroke mood complications, positioning the company more firmly in China’s large and complex cerebrovascular disease...
SEHK:66
SEHK:66Transportation

MTR (SEHK:66): Assessing Valuation After Strong Discount-Driven Sales at One Park Place in Yau Tong

MTR (SEHK:66) just rode a wave of strong demand at the One Park Place launch in Yau Tong, where discounted units moved quickly and reignited investor attention on its property development income stream. See our latest analysis for MTR. That backdrop helps explain why MTR’s share price has climbed around the mid teens on a year to date basis and delivered a similar one year share price return, even though the longer term total shareholder return over three and five years is still negative,...
SEHK:1530
SEHK:1530Biotechs

3SBio (SEHK:1530): Reassessing Valuation After Share Placement and Hair-Loss Business Spin-Off

3SBio (SEHK:1530) has just raised about HK$3.1 billion through a follow on share offering, while spinning off its hair loss business. This double move sharpens its focus on next generation drugs. See our latest analysis for 3SBio. Despite a choppy few weeks, with a 30 day share price return of minus 19.08 percent and some volatility around the placement news, 3SBio still boasts a powerful long term total shareholder return profile. This suggests momentum has cooled in the near term, but the...
SEHK:12
SEHK:12Real Estate

Henderson Land Development (SEHK:12) Valuation After Asia Property Awards Win and Renewed Investor Interest

Henderson Land Development (SEHK:12) just picked up multiple top gongs at the PropertyGuru Asia Property Awards, including Best Developer Asia, putting fresh attention on a stock that has already climbed about 27% this year. See our latest analysis for Henderson Land Development. The awards come on top of a strong share price run, with a year to date share price return of about 27% and a 1 year total shareholder return near 29%. This suggests momentum is still building as investors warm to...
SEHK:101
SEHK:101Real Estate

Hang Lung Properties (SEHK:101) Valuation After Major West Nanjing Road Redevelopment Deal in Shanghai

Hang Lung Properties (SEHK:101) just signed a major partnership with Shanghai Join Buy Group to redevelop the former Westgate Mall on West Nanjing Road, a move that significantly expands its Shanghai footprint. See our latest analysis for Hang Lung Properties. The deal comes as Hang Lung Properties enjoys a strong rebound, with the share price up sharply this year on a robust year to date share price return of 49.43 percent. However, the five year total shareholder return of negative 36.39...
SEHK:2007
SEHK:2007Real Estate

Does Country Garden (SEHK:2007)'s Leadership Reshuffle Rebalance Its Strategy After Modest November Sales?

In early December 2025, Country Garden Holdings announced senior leadership changes, with long-serving President Mo Bin becoming Co-Chairman and executive director Cheng Guangyu taking over as President, alongside November contracted sales attributable to shareholders of about RMB 2.35 billion on roughly 0.30 million square meters of floor area. The reshuffle shifts Mo’s focus toward external relationships and long-term strategy while Cheng assumes day-to-day operational control, potentially...
SEHK:2600
SEHK:2600Metals and Mining

Aluminum Corporation of China (SEHK:2600): Valuation Check After Sector Pressure and Supercycle Debate

Aluminum Corporation of China (SEHK:2600) dropped around 6% as non ferrous metal names came under pressure, even while talk of a new industrial metals supercycle and looming rate hikes pulled investor sentiment in opposite directions. See our latest analysis for Aluminum Corporation of China. Despite today's drop, the stock is still coming off a powerful run, with the share price delivering a roughly 46% return over the last 90 days and a three year total shareholder return above 250%. This...
SEHK:6869
SEHK:6869Communications

Yangtze Optical Fibre And Cable (SEHK:6869) Valuation After Follow-On Equity Offering And Sharp Share Price Rerating

Yangtze Optical Fibre And Cable Limited (SEHK:6869) has just moved to raise about HK$2.26 billion through a follow on equity offering of 70 million H shares at HK$32.26, a material step for its capital structure. See our latest analysis for Yangtze Optical Fibre And Cable Limited. The capital raise lands after a busy spell for Yangtze Optical Fibre And Cable Limited, with recent governance changes and a fresh board line up coinciding with a sharp shift in sentiment. The latest 1 month share...
SEHK:1024
SEHK:1024Interactive Media and Services

Kuaishou Technology (SEHK:1024): Valuation Check After New Kling AI Video and Multimodal Engine Launches

Kuaishou Technology (SEHK:1024) just doubled down on its AI toolkit, rolling out Kling Video 2.6 for simultaneous audio visual generation and Kling O1 as a unified multimodal engine, sharpening its pitch to creators and advertisers. See our latest analysis for Kuaishou Technology. These AI launches land after a strong year to date for Kuaishou, with the share price return up 66.34 percent so far. However, the 3 year total shareholder return of negative 2.31 percent shows the longer term...
SEHK:1810
SEHK:1810Tech

Has Xiaomi’s 291% Three Year Surge Left Much Upside for 2025?

If you are wondering whether Xiaomi is still a smart buy after its big run, or if the easy money has already been made, you are not alone. This breakdown is here to tackle exactly that question. The stock is up 26.4% year to date and 37.0% over the last year, with a 291.3% gain over three years. However, the last 30 days saw a modest 1.2% pullback after a flat 0.4% move this past week. Recent moves have been shaped by optimism around Xiaomi's push deeper into premium smartphones and...
SEHK:2869
SEHK:2869Real Estate

Could Greentown Service Group's New Board Committees Reshape Its Governance Story (SEHK:2869)?

Earlier this month, Greentown Service Group Co. Ltd. reshaped its board by forming new Audit, Remuneration and Nomination committees, while long-serving non-executive director Ms. Li Hairong resigned on December 9, 2025 to focus on personal business interests. This coordinated board overhaul and planned succession approach highlights the company’s emphasis on strengthening corporate governance structures and refining oversight of its operations. With that backdrop, we’ll now examine how...
SEHK:1378
SEHK:1378Metals and Mining

China Hongqiao Group (SEHK:1378) Valuation After Hang Seng China Enterprises Index Inclusion

China Hongqiao Group Gains Index Spotlight China Hongqiao Group (SEHK:1378) has just been added to the Hang Seng China Enterprises Index, a milestone that can attract additional institutional capital and deepen liquidity for existing shareholders. See our latest analysis for China Hongqiao Group. The index inclusion comes on top of a powerful run, with the share price at HK$32.68 and a year-to-date share price return of 187.17 percent. Meanwhile, the 5-year total shareholder return of 551.23...
SEHK:700
SEHK:700Interactive Media and Services

Tencent (SEHK:700) Valuation Review After Record Gaming Results and Strengthening Overseas Momentum

Tencent Holdings (SEHK:700) just booked record results from its gaming arm, with overseas titles pulling more weight as rivals stumbled. That outperformance is quietly reshaping how investors are thinking about the stock. See our latest analysis for Tencent Holdings. Despite a softer 30 day share price return, Tencent’s HK$616 share price still reflects strong momentum, with a roughly 48 percent year to date share price gain and a standout three year total shareholder return of about 110...
SEHK:3988
SEHK:3988Banks

Does Governance Changes and Steady Hong Kong Lending Rates Shift the Case for Bank of China (SEHK:3988)?

In early December 2025, Bank of China Limited confirmed that Executive Vice President Liu Chenggang began concurrently serving as Secretary to the Board and Company Secretary, supported by a three-year waiver from strict Hong Kong listing rule requirements, with Joint Company Secretary Liu Lele assisting to ensure compliance. This appointment highlights the bank’s focus on aligning board-level governance with extensive internal experience, while relying on transitional regulatory waivers to...
SEHK:6098
SEHK:6098Real Estate

Country Garden Services (SEHK:6098) Valuation After CFO Transition to Tian Tian and Strategic Role Shift for Huang Peng

Country Garden Services Holdings (SEHK:6098) just reshuffled its finance leadership, with long time executive Huang Peng stepping down as CFO to focus on incubation businesses and capital markets specialist Tian Tian stepping into the role. See our latest analysis for Country Garden Services Holdings. The reshuffle comes after a choppy stretch for the stock, with the latest share price at HK$6.37, a 1 day share price return of 1.92 percent but a 90 day share price return of negative 9.26...
SEHK:2628
SEHK:2628Insurance

China Life (SEHK:2628): Valuation Check After Surpassing RMB700 Billion in Gross Written Premiums

Premium milestone reshapes the investment backdrop China Life Insurance (SEHK:2628) just crossed RMB700 billion in gross written premiums by the end of November 2025, a milestone that refines the stock’s appeal for investors focused on long term growth and income. See our latest analysis for China Life Insurance. The milestone is landing on a stock that already has strong momentum, with a roughly 21.8% 90 day share price return and a powerful year to date share price surge that backs up the...