SEHK:992
SEHK:992Tech

Does Lenovo Still Offer Value After AI Ready PC Push And Share Price Volatility?

Wondering if Lenovo Group is still a smart buy at today’s price, or if the market has already priced in its upside? You are not alone in asking whether the current tag matches its long term potential. The stock has been a bit choppy lately, up 1.4% over the last week but down 12.6% over the past month, even though it is still up 1.2% year to date, 11.2% over 1 year, 81.9% over 3 years, and 109.4% over 5 years. Recent headlines have focused on Lenovo’s push into AI ready PCs, expanding its...
SEHK:2507
SEHK:2507Aerospace & Defense

Is Cirrus Aircraft’s (SEHK:2507) New Trade‑In Program Quietly Redefining Its Upgrade‑Cycle Economics?

In December 2025, Cirrus Aircraft launched “Cirrus Next,” a trade-in and upgrade program that simplifies purchasing a new Cirrus by offering a streamlined pathway and trade-in option for existing aircraft, covering late-model SR Series and all generations of Vision Jets. By removing the hassle of managing overlapping ownership or downtime without an aircraft, Cirrus Next directly targets a key friction point that can slow upgrade cycles for committed owners. We’ll now examine how this focus...
SEHK:2600
SEHK:2600Metals and Mining

Evaluating Chalco (SEHK:2600)’s Valuation After Planned Restricted Share Repurchase Review

Aluminum Corporation of China (SEHK:2600) has called a late November board meeting to review the repurchase and cancellation of certain unvested restricted shares, as well as an adjustment to the repurchase price. See our latest analysis for Aluminum Corporation of China. The upcoming decision on restricted share repurchases lands after a powerful run, with a roughly 71 percent 3 month share price return and a 3 year total shareholder return above 260 percent, suggesting momentum is still...
SEHK:2380
SEHK:2380Renewable Energy

China Power International Development (SEHK:2380): Valuation Check After Weaker Electricity Sales Data

China Power International Development (SEHK:2380) has just reported lower unaudited electricity sales, with October volumes down about 5% and year-to-date sales slipping roughly 3% versus last year, raising fresh questions about demand momentum. See our latest analysis for China Power International Development. Even with October’s softer sales, the share price has quietly ground higher, with a roughly mid-teens year to date share price return and a notably stronger multi year total...
SEHK:857
SEHK:857Oil and Gas

Will Abolishing Its Supervisory Committee Change PetroChina's (SEHK:857) Governance Narrative?

On December 18, 2025, PetroChina Company Limited held an extraordinary general meeting to vote on amendments to its articles of association, general meeting procedures, board procedures, and the abolition of its supervisory committee. This move signals a meaningful reshaping of PetroChina’s internal oversight framework, with potential consequences for how major corporate decisions are proposed, reviewed, and approved. We will now examine how PetroChina’s proposed abolition of its supervisory...
SEHK:1997
SEHK:1997Real Estate

Does Wharf Real Estate Investment's New Hotel Services Deal Clarify or Complicate Its Core Strategy (SEHK:1997)?

Wharf Real Estate Investment Company (WREIC) announced that on 28 November 2025 it entered into a new three-year Master Hotel Services Agreement with Wharf, covering management, marketing, technical, procurement, training, financial and reservation services for its hotels and serviced apartments from 1 January 2026 to 31 December 2028. This refreshed framework for continuing connected transactions helps formalise long-term service arrangements within the wider Wharf group, providing clearer...
SEHK:9999
SEHK:9999Entertainment

Did Earnings Strength and Cloud Music’s Global Data Push Just Shift NetEase’s (SEHK:9999) Investment Narrative?

In the third quarter of 2025, NetEase reported higher sales and net income year over year, affirmed a US$0.114 per-share dividend, completed a US$2.00 billion buyback program, and saw its NetEase Cloud Music charts integrated into Chartmetric’s platform for global industry access. The Chartmetric integration gives international labels and artists direct visibility into youth-driven listening trends on NetEase Cloud Music, potentially increasing the platform’s influence in global music...
SEHK:3998
SEHK:3998Luxury

The Bull Case For Bosideng International Holdings (SEHK:3998) Could Change Following Steady EPS And Higher Dividend

Bosideng International Holdings reported half-year results for the period ended September 30, 2025, with sales of CNY 8,927.64 million and net income of CNY 1,189.37 million, and its board recommended an interim dividend of HK$0.063 (approximately CNY 0.057) per share, payable in January 2026. While basic earnings per share were unchanged year on year at CNY 0.1035, the slight improvement in diluted earnings per share highlights incremental profitability gains even after factoring in...
SEHK:1024
SEHK:1024Interactive Media and Services

Kuaishou Technology (SEHK:1024): Reassessing Valuation Following the Kling O1 Multimodal AI Breakthrough

Kuaishou Technology (SEHK:1024) just put Kling O1 on the map, pitching it as a unified multimodal creation engine that could reshape how film studios, advertisers, and e commerce brands approach AI driven video production. See our latest analysis for Kuaishou Technology. Despite the modest 1 day share price return of 0.88 percent and some recent consolidation, Kuaishou’s year to date share price return of about 70 percent and 1 year total shareholder return of roughly 43 percent suggest...