SEHK:2380
SEHK:2380Renewable Energy

China Power International Development (SEHK:2380): Valuation Check After Weaker Electricity Sales Data

China Power International Development (SEHK:2380) has just reported lower unaudited electricity sales, with October volumes down about 5% and year-to-date sales slipping roughly 3% versus last year, raising fresh questions about demand momentum. See our latest analysis for China Power International Development. Even with October’s softer sales, the share price has quietly ground higher, with a roughly mid-teens year to date share price return and a notably stronger multi year total...
SEHK:1368
SEHK:1368Luxury

Xtep (SEHK:1368): Reassessing Valuation After Updated Guidance, Saucony Growth Plans, and Inventory Progress

Xtep International Holdings (SEHK:1368) just reaffirmed its 2025 guidance while outlining an aggressive plan to double Saucony revenue by 2027 through steady store openings and tighter inventory management, with a target inventory level below RMB 2 billion. See our latest analysis for Xtep International Holdings. Despite the reaffirmed guidance and Saucony expansion story, the share price has cooled recently, with a 90 day share price return of negative 11.27 percent. At the same time, the 5...
SEHK:857
SEHK:857Oil and Gas

Will Abolishing Its Supervisory Committee Change PetroChina's (SEHK:857) Governance Narrative?

On December 18, 2025, PetroChina Company Limited held an extraordinary general meeting to vote on amendments to its articles of association, general meeting procedures, board procedures, and the abolition of its supervisory committee. This move signals a meaningful reshaping of PetroChina’s internal oversight framework, with potential consequences for how major corporate decisions are proposed, reviewed, and approved. We will now examine how PetroChina’s proposed abolition of its supervisory...
SEHK:656
SEHK:656Industrials

Does Fosun International’s Streamlining Strategy Make Its Low Valuation Look More Appealing in 2025?

Wondering if Fosun International at HK$4.97 is quietly turning into a value opportunity, or just another value trap in Hong Kong stocks. The share price is up 0.6% over the last week, 1.2% over the past month, and 12.7% year to date, yet anyone who has held for 3 or 5 years is still looking at -16.2% and -51.5% respectively. Recent headlines have focused on Fosun International streamlining its portfolio and deleveraging its balance sheet, as the group continues to refocus on core businesses...