SEHK:992
SEHK:992Tech

The Bull Case For Lenovo Group (SEHK:992) Could Change Following AI-Focused ThinkSystem And ThinkAgile Launch – Learn Why

In December 2025, Lenovo announced a broad lineup of new ThinkSystem and ThinkAgile data storage, virtualization solutions, and AI-ready data management services aimed at modernizing enterprise and mid-market IT infrastructure. A distinctive element of this launch is Lenovo's push into open, hyperconverged and lifecycle services, such as TruScale-based storage and hybrid cloud advisory, designed to help customers unlock more value from AI workloads. Next, we’ll explore how Lenovo’s push into...
SEHK:1672
SEHK:1672Biotechs

Do Ascletis Pharma’s (SEHK:1672) ASC50 Phase I Results Hint At A Scalable Autoimmune Strategy?

Ascletis Pharma recently reported positive topline results from a U.S. Phase I trial of ASC50, an in-house oral IL‑17 inhibitor for mild to moderate psoriasis, showing favorable safety, tolerability and target engagement across multiple dose levels with no serious adverse events. The data support convenient once-daily or potentially once-weekly oral dosing and extend patent protection on this new chemical entity through 2043, underscoring a differentiated approach within the autoimmune and...
SEHK:990
SEHK:990Trade Distributors

Deep Source Holdings (SEHK:990) Share Placement Prompts Fresh Look at Valuation and Growth Expectations

Deep Source Holdings (SEHK:990) has just lined up a placement of 515 million new shares at HK$0.69, a roughly 4% dilution that raises fresh equity while putting investor focus squarely on capital allocation. See our latest analysis for Deep Source Holdings. With the latest placement coming as the share price sits around HK$0.70, the strong year to date share price return of roughly 79% and hefty five year total shareholder return of about 488% suggest longer term momentum has been powerful,...
SEHK:6869
SEHK:6869Communications

Why Yangtze Optical Fibre And Cable Limited (SEHK:6869) Is Up 5.3% After HK$2.26 Billion Follow-On Offering And Governance Shake-Up

Yangtze Optical Fibre and Cable Joint Stock Limited Company recently completed a follow-on equity offering of HK$2.26 billion, issuing 70,000,000 H shares via a subsequent direct listing at HK$32.26 per share. This sizeable capital raise, alongside governance changes such as abolishing the supervisory board and appointing new non-executive directors, signals a meaningful shift in how the company may fund and oversee its future operations. We’ll now examine how this large follow-on equity...
SEHK:1818
SEHK:1818Metals and Mining

Why Zhaojin Mining Industry (SEHK:1818) Is Up 9.4% After Offshore Deep-Sea Gold Breakthrough And What's Next

Zhaojin Mining recently reported that its subsidiary Ruihai Mining achieved a breakthrough in offshore deep-sea gold exploration and resource validation, uncovering high-quality concealed ore bodies with grades well above China’s average and overcoming long-standing technical bottlenecks. This advance not only enhances Zhaojin Mining’s resource reserve profile but also underscores how technology-led exploration can reshape its role in global gold supply. We’ll now look at how this offshore...
SEHK:1398
SEHK:1398Banks

ICBC (SEHK:1398) Valuation: Assessing the Bank After Its Thai Renewable Energy Financing Push

Industrial and Commercial Bank of China (SEHK:1398) is in focus after its ICBC Thai leasing arm deepened cooperation with solar specialist Sungrow, rolling out a new energy financing lease policy to support Thailand’s net zero ambitions. See our latest analysis for Industrial and Commercial Bank of China. Despite the recent pullback, with a 30 day share price return of minus 4.82 percent from HK$6.12, momentum is still broadly constructive given the 26.19 percent year to date share price...
SEHK:1070
SEHK:1070Consumer Durables

Did TCL’s X-Intelligence 3.0 AI Push Just Shift TCL Electronics Holdings' (SEHK:1070) Investment Narrative?

At its 2025 TCL Global Technology Innovation Conference held earlier this year, TCL Electronics highlighted broad AI integration across its operations, unveiling the X-Intelligence 3.0 large language model, Inkjet-printed OLED display production, and a suite of AI-enabled consumer devices. A distinctive element of the event was TCL’s emphasis on pairing proprietary AI platforms with sustainability-focused hardware, underpinned by global R&D investment and intelligent factories. We’ll now...
SEHK:1211
SEHK:1211Auto

BYD (SEHK:1211) Valuation Check as Thai Price Cuts Signal Strategic Push and Demand Uncertainty

BYD (SEHK:1211) just fired a clear warning shot in Thailand, slashing Seal sedan prices by up to 38% and promising compensation for early buyers if cuts continue. This move is putting volumes, margins and sentiment in sharp focus. See our latest analysis for BYD. Investors have been recalibrating expectations around these aggressive tactics, with the share price now at HK$93.9 and a 90 day share price return of minus 17.27% contrasting with a still solid 3 year total shareholder return of...
SEHK:636
SEHK:636Logistics

Is KLN Logistics Group (SEHK:636) Undervalued After Its Recent Share Price Recovery?

KLN Logistics Group (SEHK:636) has quietly outperformed the broader market this year, with the share price edging higher and annual revenue and net income both growing around 3%, drawing fresh interest from value focused investors. See our latest analysis for KLN Logistics Group. Trading at HK$7.07, the stock has staged a modest near term recovery with a 1 month share price return of 2.02%, but its 3 year total shareholder return of negative 38.67% shows longer term momentum is still...
SEHK:9995
SEHK:9995Biotechs

RemeGen (SEHK:9995): Assessing Valuation After Shanghai Health Care Index Inclusion

RemeGen (SEHK:9995) has just been added to the Shanghai Stock Exchange Health Care Sector Index, a change that puts the biotech directly on the radar of sector trackers and index-linked funds. See our latest analysis for RemeGen. The latest index inclusion comes after a sharp run, with the year to date share price return of 468.99% and a 396.12% one year total shareholder return now giving way to softer short term momentum as traders reassess risk and future growth. If RemeGen’s surge has you...
SEHK:2157
SEHK:2157Biotechs

Lepu Biopharma (SEHK:2157): Valuation Check After Upfront Licensing Milestone with Excalipoint

Lepu Biopharma (SEHK:2157) just ticked off a key milestone, receiving its initial upfront licensing payment from Excalipoint after meeting deal conditions, a concrete step toward monetizing its CTM012 and CTM013 cancer assets. See our latest analysis for Lepu Biopharma. Despite today’s softer mood, with a negative 1 day share price return, Lepu Biopharma’s share price has still logged a triple digit year to date gain, while the 1 year total shareholder return, though strong, lags that surge...
SEHK:2233
SEHK:2233Basic Materials

West China Cement (SEHK:2233): Valuation Check After 2026 Notes Tender Offer and Debt Profile Tidy-Up

West China Cement (SEHK:2233) has just wrapped up payment for its recent tender offer on the 2026 Notes, trimming its outstanding principal to USD 200 million and subtly reshaping its debt profile. See our latest analysis for West China Cement. That tidy up of the 2026 Notes sits against a stock that has cooled a little in the very short term, with a recent 1 month share price return of minus 3.99 percent. However, West China Cement still trades at HK$2.89, and its year to date share price...
SEHK:6098
SEHK:6098Real Estate

Will Country Garden Services (SEHK:6098) CFO Shift Reframe Its Capital Markets Story for Investors?

Country Garden Services Holdings Company Limited recently reshaped its finance leadership, with long-time executive Huang Peng stepping down as chief financial officer on December 5, 2025 to focus on managing the Group’s incubation businesses while remaining executive president. The appointment of experienced capital markets professional Tian Tian as the new CFO brings a fresh financial management perspective drawn from roles across technology, healthcare, and new energy logistics. We will...
SEHK:386
SEHK:386Oil and Gas

China Petroleum & Chemical (SEHK:386) Is Up 7.2% After China Lifts Long‑Term Domestic Oil And Gas Targets

China has projected that by 2025 its crude oil output will reach a record 215 million metric tons and natural gas production will be about 35% higher than in the previous Five-Year Plan period, supported by expanded pipelines and storage infrastructure during the 14th Five-Year Plan, which is already under way. Looking further ahead, China expects crude oil output to hold near 200 million metric tons and natural gas production to reach 300 billion cubic meters by 2030, signaling a long-term...
SEHK:1675
SEHK:1675Software

High Growth Tech Stocks Including AsiaInfo Technologies And Two More With Promising Potential

As global markets experience fluctuations, with the Federal Reserve's recent interest rate cut boosting major U.S. indices to record highs while concerns over tech valuations weigh on the Nasdaq Composite, investors are closely monitoring small-cap stocks like those in the Russell 2000 Index for potential opportunities. In this dynamic environment, high-growth tech stocks such as AsiaInfo Technologies and others can be appealing due to their innovative capabilities and potential to adapt...
SEHK:1658
SEHK:1658Banks

Assessing Postal Savings Bank of China (SEHK:1658) Valuation After Its Governance Overhaul and Oversight Restructuring

Postal Savings Bank of China (SEHK:1658) just pushed through a sweeping governance overhaul, dissolving its Board of Supervisors and shifting those oversight powers to an empowered Audit Committee along with refreshed board committee mandates. See our latest analysis for Postal Savings Bank of China. The governance revamp lands after a solid run, with the share price at HK$5.16 and a year to date share price return of 14.41%. The 1 year total shareholder return of 21.25% and 5 year total...
SEHK:6616
SEHK:6616Chemicals

Global New Material (SEHK:6616) Valuation After HK$1 Billion Convertible Bond Deal and Share Base Expansion

Global New Material International Holdings (SEHK:6616) has just lined up a HK$1,000 million convertible bond deal that could lift its share count by about 8%, a meaningful shift in the capital structure. See our latest analysis for Global New Material International Holdings. The move comes as the HK$9.38 share price rides strong momentum, with a 30 day share price return of 42.12% and a year to date share price gain of 159.83%, while the 1 year total shareholder return of 160.56% hints that...
SEHK:1072
SEHK:1072Electrical

Dongfang Electric (SEHK:1072) Is Up 11.4% After Winning Kazakhstan AI Data Center Power Deal

Earlier in December 2025, Dongfang Electric Corporation Limited secured a major order to supply core equipment for a 50MW combined-cycle power project in Zhambyl, Kazakhstan, underlining its role in gas turbine power generation. The deal spotlights how growing demand for gas-fired power to support AI data centers is opening new overseas growth avenues for the company. We’ll now examine how this new Kazakhstan order, tied to rising power needs from AI infrastructure, shapes Dongfang...
SEHK:1898
SEHK:1898Oil and Gas

Does November’s Coal Slump and Chemical Surge Reshape the Bull Case for China Coal Energy (SEHK:1898)?

In November 2025, China Coal Energy reported a year-on-year 15.7% decline in commercial coal sales volumes, alongside weaker coal production, while its ammonium nitrate operations recorded very large growth in both output and sales. This contrast highlights how the company’s growing chemicals segment is becoming more important as coal volumes respond to changing market conditions and operational pressures. We’ll now examine how November’s coal volume decline, despite strong ammonium...
SEHK:2306
SEHK:2306Entertainment

Asian Penny Stocks To Watch In December 2025

As global markets react to recent economic developments, such as interest rate cuts by the Federal Reserve and concerns over technology stock valuations, investors are keeping a close eye on Asia's financial landscape. In this context, penny stocks—though an outdated term—remain relevant as they often represent smaller or newer companies with potential for growth. By focusing on those with strong financial health and clear growth trajectories, investors can uncover opportunities among these...
SEHK:9911
SEHK:9911Interactive Media and Services

Do Newborn Town's RSU Share Buys (SEHK:9911) Hint At Deeper Alignment Or Dilution Risks?

Newborn Town Inc. recently completed additional share purchases under its RSU Award Scheme, acquiring 532,000 shares between 11 and 17 December 2025 to support the programme. This ongoing allocation of shares to the RSU pool underscores management’s confidence in the company’s long-term business outlook and alignment with shareholder interests. With this latest RSU-related share purchase highlighting management’s confidence, we’ll now examine how it shapes Newborn Town’s broader investment...
SEHK:1810
SEHK:1810Tech

Xiaomi (SEHK:1810): Valuation Check After Industry‑First Crypto Wallet Integration With Sei

Xiaomi (SEHK:1810) just took a big swing at the future of payments, teaming up with Sei to pre install a crypto wallet and discovery app on new phones across key international markets. See our latest analysis for Xiaomi. Even after a sharp 90 day share price return of around negative 27 percent, Xiaomi’s HK$41.22 stock still carries a standout three year total shareholder return of roughly 290 percent. This suggests that long term momentum around initiatives like this crypto push is far from...