SEHK:2498
SEHK:2498Electronic

Robosense Technology (SEHK:2498): Assessing Valuation After Mixed Q3 and Nine‑Month Results

Robosense Technology (SEHK:2498) just posted Q3 and nine month results that paint a mixed picture, including flat quarterly sales, a wider Q3 loss, but a meaningfully smaller year to date net loss. See our latest analysis for Robosense Technology. At HK$32.86, Robosense Technology’s recent Q3 update seems to be stabilising sentiment, with a 1 year to date share price return of 12.53% but a weaker 90 day share price return of 14.87% signalling fading short term momentum versus an improving...
SEHK:939
SEHK:939Banks

China Construction Bank (SEHK:939) Valuation After Approving 2025 H Share Interim Cash Dividend and Currency Options

China Construction Bank (SEHK:939) has just approved its 2025 H share interim cash dividend, and the detailed payout timetable immediately puts yield, currency choice, and ex dividend timing back on investors radar. See our latest analysis for China Construction Bank. That dividend decision lands after a steady run, with the share price at HK$7.98 and a strong year to date share price return of 32.12 percent. The 1 year total shareholder return of 42.04 percent and the triple digit 3 and 5...
SEHK:9880
SEHK:9880Machinery

Assessing Ubtech Robotics (SEHK:9880) Valuation After Its HK$3.1 Billion Follow-On Equity Offering

Ubtech Robotics (SEHK:9880) has just wrapped up a HK$3.1 billion follow on equity offering at around HK$98.8 a share. This move reshapes its capital base and raises fresh growth capital. See our latest analysis for Ubtech Robotics. Since the follow on was first filed in late November, Ubtech Robotics' share price has risen to HK$116.1. The strong year to date share price return of 119.06% suggests momentum is still building, despite a softer 1 month share price return of 12.58% and a more...
SEHK:3933
SEHK:3933Pharmaceuticals

United Laboratories (SEHK:3933): Evaluating a Low P/E Valuation After New China Drug Consistency Approval

United Laboratories International Holdings (SEHK:3933) just cleared a meaningful regulatory hurdle, with its subsidiary’s Cefoperazone and Sulbactam injection passing China’s consistency evaluation, reinforcing its anti infective franchise and long term growth platform. See our latest analysis for United Laboratories International Holdings. Despite the setback of a roughly 27 percent 3 month share price return, the stock has still delivered a strong 1 year total shareholder return near 20...
SEHK:6869
SEHK:6869Communications

Yangtze Optical Fibre and Cable (SEHK:6869) Valuation After Governance Shake-Up at Extraordinary General Meeting

Yangtze Optical Fibre And Cable Limited (SEHK:6869) just pushed through a substantial governance shake up at its latest extraordinary general meeting, scrapping its supervisory board and refreshing the non executive lineup with two new directors. See our latest analysis for Yangtze Optical Fibre And Cable Limited. The governance reset comes after a huge run, with the share price up 188% year to date and a 214% one year total shareholder return, even though recent three month share price...
SEHK:1208
SEHK:1208Metals and Mining

MMG (SEHK:1208) Valuation Check Following New Chairman Appointment and Leadership Restructure

MMG (SEHK:1208) just overhauled its leadership, installing a new Chairman, reshaping key operational roles, and refreshing board committees. This gives investors fresh angles on governance, strategy, and how the mining group executes globally. See our latest analysis for MMG. The leadership shake up lands on top of powerful momentum, with MMG’s 1 month and 3 month share price returns of 30.31% and 54.00% respectively feeding into a standout 1 year total shareholder return of 211.40%. This...
SEHK:1339
SEHK:1339Insurance

How Investors May Respond To People's Insurance Company of China (SEHK:1339) Probing Executive-Rumor Turmoil

In early December 2025, PICC Property and Casualty said it was verifying market rumors about certain senior executives after unusual trading in its Hong Kong-listed shares, while emphasizing that operations remained normal and that it was unaware of any undisclosed inside information. The company’s decision to publicly acknowledge and review these management-related rumors highlights how concerns over leadership stability can become material for investors even when business conditions are...
SEHK:772
SEHK:772Media

How China Literature’s HK$1.2 Billion Buyback Will Impact China Literature (SEHK:772) Investors

Earlier this week, China Literature announced it will repurchase on-market shares of up to HK$1.20 billion, stating that it views its stock as undervalued and has sufficient resources to fund the program without disrupting operations. This move suggests management is prioritising capital return alongside growth investment, potentially enhancing earnings per share as the share count gradually contracts. Next, we will examine how this sizeable buy-back plan could influence China Literature’s...
SEHK:2883
SEHK:2883Energy Services

Did Scrapping Its Supervisory Committee Just Shift China Oilfield Services’ (SEHK:2883) Investment Narrative?

On December 2, 2025, China Oilfield Services Limited held its First Extraordinary General Meeting, where shareholders approved cancelling the Supervisory Committee and amending the Articles of Association. This governance overhaul signals a shift toward a leaner oversight framework that could alter how responsibilities, accountability, and risk controls are organized across the company. Next, we will examine how cancelling the Supervisory Committee may reshape China Oilfield Services’...
SEHK:1810
SEHK:1810Tech

Did Record Q3 2025 EV and Innovation Revenue Just Shift Xiaomi's (SEHK:1810) Investment Narrative?

In the third quarter of 2025, Xiaomi reported record-high results, with revenue from its smart electric cars and innovation business rising very large year over year. This surge in automotive and innovation revenue underlines how far Xiaomi’s efforts to diversify beyond smartphones and IoT have already reshaped its business mix. We’ll now examine how Xiaomi’s rapid smart electric car revenue growth may influence its investment narrative centered on ecosystem expansion. Trump's oil boom is...
SEHK:1398
SEHK:1398Banks

ICBC (SEHK:1398) Valuation After 2025 Interim Dividend Plan Clarifies Capital Returns and Payout Schedule

Industrial and Commercial Bank of China (SEHK:1398) just firmed up its 2025 interim profit distribution plan, locking in a cash dividend that clarifies near term yield, ex dividend timing and payout logistics for investors. See our latest analysis for Industrial and Commercial Bank of China. The dividend clarity comes on the back of a strong run, with Industrial and Commercial Bank of China’s share price up 30.5% year to date and supported by a 44.9% one year total shareholder return. This...
SEHK:966
SEHK:966Insurance

China Taiping (SEHK:966) Faces Major Fire Claims How Resilient Is Its Risk Management Strategy?

A deadly fire that previously ripped through seven high-rise towers in Hong Kong is expected to trigger a surge in insurance claims, with China Taiping Insurance (Hong Kong) reportedly exposed to more than US$200 million through coverage of the apartment complex and its renovation contractor. Fitch Ratings has indicated the incident is likely to temporarily lift the insurer’s combined ratio and modestly erode capital, but without jeopardizing its current credit rating. With this backdrop,...