SEHK:2252
SEHK:2252Medical Equipment

Shanghai MicroPort MedBot (Group) (SEHK:2252) Is Down 6.3% After Senior Leadership Resignations and Governance Overhaul—Has the Bull Case Changed?

Shanghai MicroPort MedBot (Group) recently announced the resignation of three senior board members, including the chairperson, and proposed amendments to its board structure and governance documents, pending approval at an extraordinary general meeting. These governance changes mark a significant moment for the company, as leadership transitions and board expansion could reshape decision-making processes and future growth initiatives. We'll explore how these multiple high-level resignations...
SEHK:2338
SEHK:2338Machinery

Will Weichai Power’s (SEHK:2338) Fuel Cell Push Reshape Its Competitive Edge in Power Generation?

On November 5, 2025, Ceres Power Holdings plc announced it has signed a manufacturing licence agreement with Weichai Power for the production of its solid oxide fuel cell technology, enabling Weichai to produce cells and stacks for stationary power systems in China targeting AI data centres, commercial buildings, and industrial sectors. This agreement not only expands Ceres' roster of manufacturing partners to four but also marks a shift for Weichai Power into advanced energy solutions that...
SEHK:1585
SEHK:1585Auto

Is Yadea’s Launch of High-Speed Charging and Sodium-Ion Tech Reshaping Its Investment Case (SEHK:1585)?

At EICMA 2025, Yadea Group Holdings unveiled its latest high-performance electric motorcycles and an integrated charging ecosystem, debuting innovations such as the Velax series with ultra-fast charging, next-generation sodium-ion batteries, and a range of intelligent mobility solutions. A key highlight is Yadea’s focus on making rapid charging and sodium battery technology widely accessible, underlining its ambitions to accelerate sustainable electric mobility on a global scale. As Yadea...
SEHK:883
SEHK:883Oil and Gas

A Look at CNOOC (SEHK:883) Valuation Following Latest Earnings Report and Profit Decline

CNOOC (SEHK:883) just released its earnings report for the first nine months of 2025, highlighting a decline in both revenue and net income compared to the previous year. This development is catching investors’ attention. See our latest analysis for CNOOC. CNOOC's shares have had an impressive run, with a 20.7% share price return over the past month and a strong 44.4% total shareholder return for the past year, despite the recent earnings disappointment. Momentum remains solid, suggesting...
SEHK:2600
SEHK:2600Metals and Mining

A Fresh Look at Chalco (SEHK:2600) Valuation as Guinea Mining Rules Reshape Aluminum Supply Chains

Recent shifts in Guinea's mining sector, including new local processing mandates and transferred concessions, could impact global aluminum supply chains. For Aluminum Corporation of China (SEHK:2600), these changes may affect input costs and future supply stability. See our latest analysis for Aluminum Corporation of China. Aluminum Corporation of China’s momentum has been nothing short of remarkable. After a steady climb throughout the year, the share price has spiked by 161.85%...
SEHK:6855
SEHK:6855Biotechs

Ascentage Pharma (SEHK:6855): Evaluating Valuation After ASH Meeting Spotlights Pipeline Progress

Ascentage Pharma Group International (SEHK:6855) saw attention rise after announcing that new clinical and preclinical results on olverembatinib, lisaftoclax, and APG-5918 will be featured at the 67th ASH Annual Meeting. This recognition for its drug candidates highlights the company’s development programs and keeps them in focus for investors. See our latest analysis for Ascentage Pharma Group International. This spotlight at ASH comes after a year of strong momentum for Ascentage Pharma...
SEHK:1398
SEHK:1398Banks

ICBC (SEHK:1398) Valuation: Assessing Impact of Fresh RMB40 Billion AT1 Capital Raise on Growth Prospects

Industrial and Commercial Bank of China (SEHK:1398) just completed a major capital raising, issuing RMB40 billion in undated Additional Tier 1 Capital Bonds. This move increases the bank’s financial cushion for future expansion. See our latest analysis for Industrial and Commercial Bank of China. ICBC’s recent surge stands out, with its share price jumping 16.25% over the past month and 35.67% year-to-date, reflecting renewed optimism as capital strength and dividend announcements boost...
SEHK:1
SEHK:1Industrials

Assessing CK Hutchison Holdings (SEHK:1) Valuation After New Telecom Subsidiary Update Spurs Investor Interest

CK Hutchison Holdings (SEHK:1) has published a quarterly trading update for its telecom subsidiary, featuring unaudited financial results for the quarter ended September 30, 2025. The company urged investors to treat this data with caution. See our latest analysis for CK Hutchison Holdings. Following the telecom update, CK Hutchison Holdings’ shares have surged, with a 34.6% share price return year to date and a 44.9% total shareholder return over the past year. With momentum building on...
SEHK:880
SEHK:880Hospitality

How SJM Holdings' (SEHK:880) Sharp Profit Decline Will Impact Investor Sentiment and Strategy

SJM Holdings recently reported its third quarter 2025 results, revealing a 15% decline in adjusted EBITDA and a 91.1% decrease in net profit year-on-year, with both total net revenue and net gaming revenue also dropping compared to the prior year. This sharp drop in profitability highlights a challenging period for the company's core gaming operations in Macau, pointing to underlying headwinds in the operating environment. We'll explore how the significant year-on-year decline in...
SEHK:9926
SEHK:9926Biotechs

The Bull Case For Akeso (SEHK:9926) Could Change Following New Oncology Pipeline Milestones and Clinical Results

In early November 2025, Akeso announced a series of pipeline milestones, including the first patient dosing in a Phase I trial of its mRNA vaccine AK154, the presentation of promising Overall Survival results for ivonescimab in EGFR-mutated non-small cell lung cancer at SITC, and new preclinical data for its novel antibody AK135. The rapid progress across both late-stage and innovative early-stage assets underscores Akeso's efforts to expand its oncology portfolio while solidifying its...
SEHK:981
SEHK:981Semiconductor

Assessing SMIC (SEHK:981) Valuation After Notable Share Price Swings

Semiconductor Manufacturing International (SEHK:981) shares have seen some movement in recent sessions, with investors considering the company's recent performance. Over the past month, the stock dipped 9%, although it remains up sharply in the past 3 months. See our latest analysis for Semiconductor Manufacturing International. After a phenomenal surge earlier this year, Semiconductor Manufacturing International’s 1-year total shareholder return now sits at nearly 170%. While momentum has...
SEHK:1199
SEHK:1199Infrastructure

How Investors Are Reacting To COSCO SHIPPING Ports (SEHK:1199) Profit Growth Amid Per-Share Earnings Dip

COSCO SHIPPING Ports Limited recently reported its third quarter and nine-month results for the period ended September 30, 2025, with sales rising to US$428.67 million and net income at US$82.5 million in the third quarter, both higher than the same period last year. A unique detail from the announcement is that while sales and net income grew, basic and diluted earnings per share for the third quarter declined slightly compared to a year ago, reflecting the impact of share issuance on...
SEHK:45
SEHK:45Hospitality

Did Diverging RevPAR Trends Just Shift Hongkong and Shanghai Hotels' (SEHK:45) Investment Narrative?

On November 5, 2025, The Hongkong and Shanghai Hotels, Limited reported its unaudited third quarter operating results, revealing varied RevPAR figures across key regions, including HK$2,477 for Greater China and HK$9,234 for Europe. While Greater China and Other Asia saw year-over-year declines in RevPAR, Europe and the USA experienced solid gains, indicating shifting regional demand patterns for The Peninsula Hotels. We'll explore how diverging RevPAR trends, particularly the strong growth...
SEHK:1972
SEHK:1972Real Estate

A Look at Swire Properties (SEHK:1972) Valuation Following Crédit Agricole's Pacific Place Lease Renewal

Crédit Agricole has extended its lease for about 85,000 square feet at Swire Properties (SEHK:1972) Pacific Place until 2034. This move reaffirms a partnership that highlights ongoing faith in Hong Kong's office property sector. See our latest analysis for Swire Properties. The renewed partnership with Crédit Agricole arrives as Swire Properties’ share price shows robust momentum, jumping 4.1% in a single day and building on a year-to-date share price return of nearly 47%. The stock’s...
SEHK:1339
SEHK:1339Insurance

Why People's Insurance (SEHK:1339) Is Up 5.8% After Earnings Jump and Higher Interim Dividend

People's Insurance Company (Group) of China recently reported earnings results for the nine months ended September 30, 2025, with net income rising to CNY 46.82 billion from CNY 36.33 billion the prior year and basic earnings per share increasing from CNY 0.82 to CNY 1.06; shareholders also approved an interim dividend of RMB 0.75 per 10 Shares to be paid in December 2025. This combination of improved profitability and a higher interim dividend highlights management's confidence in the...
SEHK:1801
SEHK:1801Biotechs

Innovent Biologics (SEHK:1801) Valuation in Focus After Promising Early Data for Novel Hypertension RNAi Therapy

Innovent Biologics (SEHK:1801) is in focus after presenting early results from its first-in-human Phase 1 trial of IBI3016, a new RNA interference treatment for hypertension, at the American Heart Association scientific sessions. See our latest analysis for Innovent Biologics. Strong early data from Innovent’s novel RNAi hypertension treatment has certainly kept the spotlight on the stock, especially after a string of robust product launches and revenue growth. While the share price return...