SEHK:656
SEHK:656Industrials

Is Fosun International (SEHK:656) Offering Value After Prolonged Share Price Declines

If you are wondering whether Fosun International's share price reflects its underlying value, you are not alone. This article is designed to help you frame that question clearly. The stock last closed at HK$4.16, with returns of 0.2% over 7 days, a 5.0% decline over 30 days, a 5.2% decline year to date, and a 1.7% decline over 1 year. The 3 year and 5 year returns show declines of 43.4% and 61.6% respectively. These price moves have put valuation back on many investors' radar, especially as...
SEHK:17
SEHK:17Real Estate

Assessing New World Development (SEHK:17) Valuation After Its Sharp Recent Share Price Rebound

Recent share performance and business snapshot New World Development (SEHK:17) has attracted fresh attention after a sharp share price move, with the stock showing strong returns over the past month and past 3 months compared with its recent history. The company reported HK$27,680.5m in revenue and a net loss of HK$17,172.9m, while annual revenue growth is 3.93% and net income growth is very large. Recent share price gains include 2.25% over the past day, 20.81% over the past week, 56.53%...
SEHK:1211
SEHK:1211Auto

BYD Reshapes Global Footprint As Valuation Discount Draws Investor Focus

BYD is reassessing its approach to the Indian market as it looks to work within tighter import rules while responding to rising local EV demand. In Mexico, the company is adjusting plans after new tariffs on Chinese EVs, which could affect how it serves buyers across Latin America. BYD has agreed to partner with Kim Long Motor in Vietnam to build an EV battery plant that is intended to support deeper localization in Southeast Asia. BYD (SEHK:1211) sits at the center of several important...
SEHK:3306
SEHK:3306Luxury

Will JNBY Design's HK$273 Million Follow-on Offering Change JNBY Design's (SEHK:3306) Narrative

JNBY Design Limited recently completed a follow-on equity offering of 14,535,000 ordinary shares via a subsequent direct listing, raising HK$272.97 million at HK$18.78 per share. This capital raise expands the company’s equity base and could influence how investors assess its funding flexibility and growth plans. Next, we’ll examine how this follow-on equity offering shapes JNBY Design’s investment narrative and what it may mean for investors. The end of cancer? These 29 emerging AI stocks...
SEHK:6869
SEHK:6869Communications

Does Yangtze Optical Fibre And Cable (SEHK:6869)'s Hollow-Core Push Redefine Its AI-Era Competitive Edge?

Recently, Yangtze Optical Fibre and Cable was highlighted as a prime beneficiary of a recovering optical fibre and cable industry, supported by stable demand at home and abroad. An interesting angle is the company’s early commercial deployment of hollow-core optical fibres, which may position it well for future data transmission needs linked to AI and data centres. Next, we will examine how this technological leadership in hollow-core optical fibres shapes Yangtze Optical Fibre and Cable’s...
SEHK:857
SEHK:857Oil and Gas

Assessing PetroChina (SEHK:857) Valuation After A Strong Multi‑Period Share Price Performance

Why PetroChina Is On Investors’ Radar Today PetroChina (SEHK:857) has gained attention after a strong run recently, with the share price showing positive returns over the past week, month, and past 3 months despite a small 1 day decline. That mix of short term pullback and stronger recent performance is prompting some investors to reassess how PetroChina’s current valuation, profitability, and growth profile line up with their expectations for a large, diversified energy business. See our...
SEHK:175
SEHK:175Auto

UK EV Credits Turn MG Into New Earnings Source For Geely

UK electric vehicle credit rules allow MG, owned by Geely Automobile Holdings, to sell surplus EV credits to other carmakers. MG has exceeded the UK's net zero vehicle sales targets, creating a new revenue stream within the UK regulatory framework. This policy shift directly affects Geely's exposure to the UK market through its interest in MG branded EVs. Geely Automobile Holdings (SEHK:175), trading at HK$16.09, is in a mixed performance phase, with the share price up 14.7% over 1 year and...
SEHK:752
SEHK:752Media

Pico Far East Holdings (SEHK:752) Earnings Growth And 6% Margin Reinforce Bullish Narratives

Pico Far East Holdings (SEHK:752) has posted fresh FY 2025 numbers, with second half revenue of HK$3.7b and basic EPS of HK$0.18 sitting on top of a trailing 12 month EPS of HK$0.35 and net income of HK$436.0m. Over recent periods the company has seen revenue move from HK$3.4b and EPS of HK$0.13 in the second half of FY 2024 to HK$3.5b and EPS of HK$0.17 in the first half of FY 2025, before reaching HK$3.7b and EPS of HK$0.18 in the latest half. The trailing net profit margin is 6% compared...
SEHK:1385
SEHK:1385Semiconductor

A Look At Shanghai Fudan Microelectronics Group’s Valuation After New 2025 Earnings Guidance

Why Shanghai Fudan Microelectronics Group Stock Is Back in Focus Shanghai Fudan Microelectronics Group (SEHK:1385) has issued unaudited earnings guidance for 2025, flagging higher revenue but a sharp drop in net profit as inventory write downs, research spending, and lower subsidies weigh on results. See our latest analysis for Shanghai Fudan Microelectronics Group. The earnings guidance lands after a strong run in the shares, with a 1-month share price return of 14.74% and a 90-day share...
SEHK:10
SEHK:10Real Estate

Hang Lung Group (SEHK:10) One Off HK$1.1b Loss Tests Earnings Resilience Narrative

Hang Lung Group FY 2025 earnings snapshot Hang Lung Group (SEHK:10) has posted its FY 2025 results with second half revenue of HK$5.2b and basic EPS of HK$0.49, while net income excluding extra items came in at HK$673m as the latest read on profitability. The company reported revenue of HK$5.4b and EPS of HK$0.53 in 2H FY 2024 compared with HK$5.2b and EPS of HK$0.49 in 2H FY 2025, alongside trailing twelve month revenue of HK$10.5b and EPS of HK$1.01. With a 13.1% net margin for the period...
SEHK:101
SEHK:101Real Estate

Hang Lung Properties (SEHK:101) Margin Slippage Reinforces Skeptical Narratives On Rich 26.4x P/E

Hang Lung Properties FY 2025 Earnings Snapshot Hang Lung Properties (SEHK:101) has reported its FY 2025 first half results with revenue of HK$4.97b and basic EPS of HK$0.19, setting the tone for how the rest of the year could unfold. The company has seen revenue move from HK$6.13b in the first half of FY 2024 to HK$5.14b in the second half of FY 2024 and HK$4.97b in the latest half. EPS shifted from HK$0.23 to HK$0.23 and then to HK$0.19 over the same periods. This provides a clear view of...
SEHK:3690
SEHK:3690Hospitality

Is Meituan (SEHK:3690) Starting To Look Interesting After A Prolonged Share Price Slide?

If you are wondering whether Meituan at HK$97.20 is starting to look like value after a long slide, this piece walks through what the current market price might be implying about the business. The stock has seen a 0.4% decline over the last week, a 5.9% decline over the past month, and a 7.1% decline year to date, extending a 34.4% decline over 1 year and a 75.8% decline over 5 years. Recent coverage around Meituan has largely focused on how the company is positioned within China's consumer...