SEHK:6682
SEHK:6682Software

Evaluating Beijing Fourth Paradigm Technology (SEHK:6682)’s Valuation After Governance and Board Reforms

Beijing Fourth Paradigm Technology (SEHK:6682) just pushed through a package of governance changes at its December meetings, revising its Articles, refreshing its English name, and adding independent director Pan Jialin to the board. See our latest analysis for Beijing Fourth Paradigm Technology. These governance moves come after a tough stretch, with the latest HK$42.74 quote sitting against a 90 day share price return of minus 34.45% and a 1 year total shareholder return of minus 17.49%...
SEHK:916
SEHK:916Renewable Energy

Surging PV Output and Higher November Generation Might Change The Case For Investing In China Longyuan Power (SEHK:916)

China Longyuan Power Group Corporation Limited reported that its consolidated power generation for November 2025 rose 14.34% year on year to 6,944,492 MWh, with wind output higher and PV output growing very rapidly, and year-to-date 2025 generation edging 0.41% above the same period in 2024. An interesting takeaway is that, excluding coal power, the company’s 2025 output increased 12.07% year on year, driven by a 72.42% surge in PV generation and solid growth in wind. We will now look at how...
SEHK:293
SEHK:293Airlines

Cathay Pacific (SEHK:293) Valuation Check After Strong 1-Year Share Price Rebound

Cathay Pacific Airways (SEHK:293) has quietly rewarded patient investors, with the share price climbing around 37% over the past year and nearly doubling over five years as travel demand normalizes. See our latest analysis for Cathay Pacific Airways. That momentum is still very much alive, with a 90 day share price return of about 13.5% and a 1 year total shareholder return above 37%. This suggests confidence in the airline recovery story is building rather than fading. If Cathay’s rebound...
SEHK:2696
SEHK:2696Biotechs

Shanghai Henlius Biotech (SEHK:2696) Valuation Check After US FDA IND Approval for HLX18 Biosimilar Trial

Shanghai Henlius Biotech (SEHK:2696) just cleared a key hurdle by securing US FDA approval of its IND for HLX18, a nivolumab biosimilar, which paves the way for phase 1 trials in multiple solid tumors. See our latest analysis for Shanghai Henlius Biotech. That HLX18 milestone lands after a busy year for Henlius, with HLX22 plus HLX87 also moving deeper into breast cancer trials. It comes despite a 90 day share price return of minus 19.39 percent and a still eye catching three year total...
SEHK:2616
SEHK:2616Biotechs

GAVRETO’s NRDL Inclusion And China Alliance Network Might Change The Case For Investing In CStone Pharmaceuticals (SEHK:2616)

CStone Pharmaceuticals announced on 8 December 2025 that its targeted therapy GAVRETO (pralsetinib, 100 mg) has been included in China’s latest National Reimbursement Drug List, which will take effect on 1 January 2026 and broaden reimbursed access for RET-altered lung and thyroid cancer patients. The NRDL inclusion, combined with CStone’s existing commercialization partnership with Shanghai Allist in Mainland China, underscores how alliance-driven distribution is central to expanding...
SEHK:136
SEHK:136Entertainment

Assessing China Ruyi Holdings (SEHK:136) Valuation After Its HK$2.21b Follow-On Share Offering

China Ruyi Holdings (SEHK:136) just wrapped up a HK$2.21 billion follow on share sale via a subsequent direct listing, a material move that reshapes its capital base and raises fresh funds for expansion. See our latest analysis for China Ruyi Holdings. The follow on deal lands after a volatile stretch, with the latest HK$2.27 quote sitting below recent levels. The 90 day share price return of negative 21.72 percent contrasts with a still positive three year total shareholder return of 26.82...
SEHK:1756
SEHK:1756Consumer Services

China Science and Education (SEHK:1756) Margin Compression Reinforces Cautious Narratives Despite Revenue Growth

China Science and Education Industry Group (SEHK:1756) has just posted its FY 2025 second half results with revenue of CNY 724.6 million and EPS of CNY 0.19, while trailing twelve month revenue sits at CNY 1.45 billion and EPS at CNY 0.38, as earnings growth over the last year eased to 1.6% and net profit margin slipped from 35.6% to 31.7%. The company has seen revenue climb from CNY 628.4 million in 2H 2024 to CNY 724.6 million in 2H 2025 and TTM revenue move from CNY 1.27 billion to CNY...
SEHK:2419
SEHK:2419Food

Dekon Food and Agriculture Group (SEHK:2419): Valuation Check After Strong November Trading Update and Sales Growth

Dekon Food and Agriculture Group (SEHK:2419) just released its unaudited November trading update, showing over 1 million pigs sold and RMB 1.59 billion in monthly revenue, plus RMB 17.52 billion year to date. See our latest analysis for Dekon Food and Agriculture Group. The strong operational update arrives after a powerful year to date, with a 146.7% year to date share price return and a 155.9% one year total shareholder return suggesting momentum is still very much on Dekon’s side. If...
SEHK:2096
SEHK:2096Pharmaceuticals

Simcere Pharmaceutical Group (SEHK:2096): Valuation Check After ENZESHU Insurance Inclusion and ENDOSTAR NRDL Renewal

Simcere Pharmaceutical Group (SEHK:2096) just secured national insurance coverage in China for its cancer therapy ENZESHU from January 2026, while its long-standing product ENDOSTAR won renewal under the National Reimbursement Drug List. See our latest analysis for Simcere Pharmaceutical Group. At HK$13.11, the stock has already delivered a powerful year to date share price return, and the roughly 97 percent one year total shareholder return suggests investors are steadily pricing in stronger...