SEHK:700
SEHK:700Interactive Media and Services

Is Tencent Still Attractively Priced After Its 2025 Rally?

If you are wondering whether Tencent Holdings is still a smart buy after its big rebound, or if most of the upside is already priced in, you are not alone. Despite a recent pullback of 0.2% over the last week and 3.0% over the last month, the stock is still up 46.6% year to date and 49.1% over the past year, with a 102.1% gain over three years. These moves have come as investors refocus on Tencent's core strengths, including its dominant WeChat ecosystem, resilient gaming portfolio, and...
SEHK:6098
SEHK:6098Real Estate

How Investors Are Reacting To Country Garden Services (SEHK:6098) Disclosure Lapses And Leadership Backing

Country Garden Services Holdings Company Limited recently disclosed that its subsidiary, Giant Leap Construction Technology Group Co., Ltd., received a warning from the Guangdong Securities Regulatory Bureau for failing to report significant changes promptly, highlighting past shortcomings in disclosure practices. Despite the regulatory rebuke, the board has publicly reaffirmed its confidence in chairman and non-executive director Ms. YANG Huiyan, underscoring leadership’s emphasis on...
SEHK:3380
SEHK:3380Real Estate

Logan Group (SEHK:3380): Valuation Check as Onshore Debt Restructuring Clears 62% Milestone

Logan Group (SEHK:3380) is back in the spotlight after moving past the halfway mark on its RMB13.66 billion onshore debt restructuring. More than 62% of public bond principal is now covered by new arrangements. See our latest analysis for Logan Group. The restructuring progress seems to be changing how investors price in Logan Group’s risk, with a strong 90 day share price return of 71.74% and a 1 year total shareholder return of 41.07% hinting that momentum is rebuilding after years of heavy...
SEHK:17
SEHK:17Real Estate

How Investors Are Reacting To New World Development (SEHK:17) After Its Major Debt Exchange And Reduction

New World Development has recently completed its debt exchange offer, issuing about US$1.36 billion in new bonds and cutting roughly US$1.17 billion of existing obligations, nearly halving the targeted portion of its debt load. This sizeable balance sheet adjustment could ease future interest costs and gives investors a clearer view of the company's efforts to manage its high leverage. We will now examine how this large debt reduction reshapes New World Development's investment narrative,...
SEHK:2157
SEHK:2157Biotechs

Lepu Biopharma (SEHK:2157): Valuation Check After New GLP-1 CDMO Framework Deal With Lepu Medical

Lepu Biopharma (SEHK:2157) just signed a GLP-1 focused CDMO framework deal with related party Lepu Medical, a move that could turn spare manufacturing capacity into recurring cashflow and reshape how investors think about its pipeline driven story. See our latest analysis for Lepu Biopharma. The 1 day share price return of 3.0% to HK$5.76 comes after a volatile few months, with the 3 month share price return still down sharply. However, the year to date share price return and 1 year total...
SEHK:1658
SEHK:1658Banks

Dividend and Bond Plan Might Change The Case For Investing In Postal Savings Bank of China (SEHK:1658)

Postal Savings Bank of China Co., Ltd. has approved a reshuffle of its board committees, declared an interim dividend of RMB 1.23 per 10 shares for the first half of 2025, and scheduled an extraordinary general meeting for December 19, 2025, to vote on profit distribution, remuneration, board authorization changes and a financial bond issuance plan. Together, the dividend announcement and governance adjustments highlight the bank’s focus on capital management, regulatory alignment and...
SEHK:1672
SEHK:1672Biotechs

Assessing Ascletis Pharma (SEHK:1672) Valuation After New ASC37 Obesity Candidate Advances Toward FDA IND Filing

Ascletis Pharma (SEHK:1672) just flagged a major pipeline milestone, selecting its in house, AI optimized ASC37 oral triple peptide agonist for clinical development in obesity, with an FDA IND filing targeted for 2026. See our latest analysis for Ascletis Pharma. That R&D breakthrough lands after a wild run in the stock, with a 1 month share price return of 42.97 percent and a massive 1 year total shareholder return of 663.58 percent, suggesting momentum is still very much alive. If this kind...
SEHK:2269
SEHK:2269Life Sciences

WuXi Biologics (SEHK:2269) Deepens Middle East Ties With Qatar CRDMO Hub Plan – What Really Changes?

WuXi Biologics (Cayman) recently announced a Memorandum of Understanding with the Qatar Free Zones Authority to establish its first integrated CRDMO center in the Middle East, extending its global biologics development and manufacturing network into the region. By pairing its one-stop CRDMO capabilities in complex biologics with Qatar’s push to build a regional biotech hub, WuXi Biologics is positioning itself as an early infrastructure partner in shaping the Middle East’s biopharmaceutical...
SEHK:596
SEHK:596Software

The Bull Case For Inspur Digital Enterprise Technology (SEHK:596) Could Change Following Its HK$494m Follow-on Equity Offering

Inspur Digital Enterprise Technology Limited has completed a follow-on equity offering of HK$493,728,200, issuing 67,634,000 new ordinary shares at HK$7.30 per share with a HK$0.0511 discount per share via a subsequent direct listing. This capital raise expands the company’s funding flexibility while modestly increasing the free float, factors that can reshape how investors view its balance between growth ambitions and ownership dilution. We’ll now examine how this follow-on equity offering,...
SEHK:939
SEHK:939Banks

How Investors May Respond To China Construction Bank (SEHK:939) Balancing Interim Dividend And Social Commitments

China Construction Bank Corporation recently held an Extraordinary General Meeting where shareholders approved a 2025 interim H share cash dividend of RMB 1.858 per 10 shares and endorsed the appointment of Shi Jian as a non-executive director, subject to regulatory approval. The bank is also set to consider a charitable donation to support fire rescue and relief efforts in Hong Kong’s Tai Po District, underlining how capital returns to investors are being balanced with a broader social...
SEHK:1385
SEHK:1385Semiconductor

Shanghai Fudan Microelectronics Group (SEHK:1385): Valuation Check After Sweeping Governance Overhaul and Board Restructuring

Shanghai Fudan Microelectronics Group (SEHK:1385) just pushed through a sweeping governance revamp at its second EGM, reshaping its Articles of Association, board composition, and committee structure in a bid to streamline oversight. See our latest analysis for Shanghai Fudan Microelectronics Group. Those governance upgrades land at a time when sentiment is already strong, with the latest share price at HK$39.86 and a powerful year to date share price return backing the story, even after a...
SEHK:839
SEHK:839Consumer Services

China Education Group (SEHK:839) Is Up 9.1% After Earnings Jump Highlights Sharply Higher Profitability

China Education Group Holdings Limited has released its full-year results for the year ended August 31, 2025, reporting sales of CNY 7,363 million, up from CNY 6,579 million, and net income of CNY 977 million compared with CNY 418 million a year earlier. The sharp improvement in net income, alongside higher basic earnings per share from continuing operations rising to CNY 0.3551, points to stronger profitability and more efficient operations across the group’s education portfolio. With this...