SEHK:3
SEHK:3Gas Utilities

Should Hong Kong and China Gas’ Earnings Miss and Profit Downgrade Require Action From SEHK:3 Investors?

In the first half of its fiscal year to September 2025, Hong Kong and China Gas reported a 2% year-on-year revenue decline and a 24% fall in net profit, undershooting broker expectations due mainly to weaker new residential gas connections. CICC responded by trimming its net profit forecasts for fiscal years 2026 and 2027 by around 9%, yet kept an Outperform rating, highlighting improving cash flow and the potential for stable dividends as important offsets to softer operating trends. We’ll...
SEHK:700
SEHK:700Interactive Media and Services

Is Tencent Still Attractively Priced After Its 2025 Rally?

If you are wondering whether Tencent Holdings is still a smart buy after its big rebound, or if most of the upside is already priced in, you are not alone. Despite a recent pullback of 0.2% over the last week and 3.0% over the last month, the stock is still up 46.6% year to date and 49.1% over the past year, with a 102.1% gain over three years. These moves have come as investors refocus on Tencent's core strengths, including its dominant WeChat ecosystem, resilient gaming portfolio, and...
SEHK:6098
SEHK:6098Real Estate

How Investors Are Reacting To Country Garden Services (SEHK:6098) Disclosure Lapses And Leadership Backing

Country Garden Services Holdings Company Limited recently disclosed that its subsidiary, Giant Leap Construction Technology Group Co., Ltd., received a warning from the Guangdong Securities Regulatory Bureau for failing to report significant changes promptly, highlighting past shortcomings in disclosure practices. Despite the regulatory rebuke, the board has publicly reaffirmed its confidence in chairman and non-executive director Ms. YANG Huiyan, underscoring leadership’s emphasis on...
SEHK:3380
SEHK:3380Real Estate

Logan Group (SEHK:3380): Valuation Check as Onshore Debt Restructuring Clears 62% Milestone

Logan Group (SEHK:3380) is back in the spotlight after moving past the halfway mark on its RMB13.66 billion onshore debt restructuring. More than 62% of public bond principal is now covered by new arrangements. See our latest analysis for Logan Group. The restructuring progress seems to be changing how investors price in Logan Group’s risk, with a strong 90 day share price return of 71.74% and a 1 year total shareholder return of 41.07% hinting that momentum is rebuilding after years of heavy...
SEHK:17
SEHK:17Real Estate

How Investors Are Reacting To New World Development (SEHK:17) After Its Major Debt Exchange And Reduction

New World Development has recently completed its debt exchange offer, issuing about US$1.36 billion in new bonds and cutting roughly US$1.17 billion of existing obligations, nearly halving the targeted portion of its debt load. This sizeable balance sheet adjustment could ease future interest costs and gives investors a clearer view of the company's efforts to manage its high leverage. We will now examine how this large debt reduction reshapes New World Development's investment narrative,...
SEHK:2157
SEHK:2157Biotechs

Lepu Biopharma (SEHK:2157): Valuation Check After New GLP-1 CDMO Framework Deal With Lepu Medical

Lepu Biopharma (SEHK:2157) just signed a GLP-1 focused CDMO framework deal with related party Lepu Medical, a move that could turn spare manufacturing capacity into recurring cashflow and reshape how investors think about its pipeline driven story. See our latest analysis for Lepu Biopharma. The 1 day share price return of 3.0% to HK$5.76 comes after a volatile few months, with the 3 month share price return still down sharply. However, the year to date share price return and 1 year total...
SEHK:1658
SEHK:1658Banks

Dividend and Bond Plan Might Change The Case For Investing In Postal Savings Bank of China (SEHK:1658)

Postal Savings Bank of China Co., Ltd. has approved a reshuffle of its board committees, declared an interim dividend of RMB 1.23 per 10 shares for the first half of 2025, and scheduled an extraordinary general meeting for December 19, 2025, to vote on profit distribution, remuneration, board authorization changes and a financial bond issuance plan. Together, the dividend announcement and governance adjustments highlight the bank’s focus on capital management, regulatory alignment and...
SEHK:1672
SEHK:1672Biotechs

Assessing Ascletis Pharma (SEHK:1672) Valuation After New ASC37 Obesity Candidate Advances Toward FDA IND Filing

Ascletis Pharma (SEHK:1672) just flagged a major pipeline milestone, selecting its in house, AI optimized ASC37 oral triple peptide agonist for clinical development in obesity, with an FDA IND filing targeted for 2026. See our latest analysis for Ascletis Pharma. That R&D breakthrough lands after a wild run in the stock, with a 1 month share price return of 42.97 percent and a massive 1 year total shareholder return of 663.58 percent, suggesting momentum is still very much alive. If this kind...