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...
SEHK:2269
SEHK:2269Life Sciences

How Investors Are Reacting To WuXi Biologics (Cayman) (SEHK:2269) CDP Dual “A” ESG Recognition

Earlier in 2025, WuXi Biologics was named to CDP’s “A” lists for both Climate Change and Water Security, reflecting its progress on environmental stewardship and its 2050 net‑zero value-chain target. This dual “A” recognition, supported by initiatives in energy efficiency, renewable power and Water Excellence Stewardship, can broaden WuXi Biologics’ appeal to ESG-focused biopharma clients and investors. We’ll now assess how WuXi Biologics’ CDP dual “A” recognition for climate and water...
SEHK:388
SEHK:388Capital Markets

Hong Kong Exchanges and Clearing (SEHK:388) Valuation Revisited After Liquidity Reforms and Rising Chinese Tech Listing Interest

Hong Kong Exchanges and Clearing (SEHK:388) is back in focus as fresh listing interest from Chinese AI and chipmakers coincides with new liquidity friendly reforms, a mix that could subtly reshape its earnings profile. See our latest analysis for Hong Kong Exchanges and Clearing. The mix of new AI linked listings and liquidity reforms is landing against a backdrop where the latest HK$407 share price reflects a strong year to date share price return. However, the 3 year and 5 year total...
SEHK:1907
SEHK:1907Chemicals

China Risun Group (SEHK:1907): Valuation Check After New Debt Guarantee for Majority-Owned Joint Venture

China Risun Group (SEHK:1907) just signed up to guarantee up to US$269.6 million of debt for its majority owned joint venture, Risun Wei Shan, tying its balance sheet more closely to the project. See our latest analysis for China Risun Group. The guarantee news lands against a mixed backdrop, with the share price at HK$2.27 seeing a modest 1 month share price return but a weaker year to date share price return, suggesting near term sentiment is stabilising even as longer term total...
SEHK:2628
SEHK:2628Insurance

How China Life’s RMB5 Billion Real Estate Push and Governance Moves Will Impact China Life Insurance (SEHK:2628) Investors

China Life Insurance Company Limited recently reported that its gross written premiums for November 2025 exceeded RMB700 billion and approved an additional RMB5 billion capital injection into its connected real estate partnership to support the INDIGO II commercial project in Beijing. The company also strengthened its governance framework by empowering its Audit Committee and renewing the 2026–2028 asset management agreement with its asset management subsidiary, signalling a tighter...