SEHK:2633
SEHK:2633Pharmaceuticals

Jacobson Pharma (SEHK:2633) Margin Expansion Reinforces Bullish Narrative Despite Slower Revenue Outlook

Jacobson Pharma (SEHK:2633) has posted a steady H1 2026 result, with revenue of HK$766.6 million and basic EPS of HK$0.071, supported by trailing 12 month revenue of about HK$1.5 billion and EPS of HK$0.152 that reflects solid earnings momentum over the past year. The company has seen revenue hover around the HK$1.5 billion mark over recent periods while EPS has increased from HK$0.129 to around HK$0.152 on a trailing basis, pointing to tighter execution and firmer margins that give investors...
SEHK:178
SEHK:178Specialty Retail

Sa Sa International (SEHK:178) H1 EPS Growth Tests Market’s High-Multiple, Margin-Skeptic Narrative

Sa Sa International Holdings (SEHK:178) has just posted its H1 2026 numbers, with revenue coming in at HK$2.0 billion and basic EPS at HK$0.017, giving investors a fresh data point on the retailer’s post reopening trajectory. The company has seen revenue move from HK$1.9 billion in H1 2025 to HK$2.0 billion in H1 2026, while basic EPS has edged from HK$0.015 to HK$0.017 over the same period. This sets the stage for a debate about how durable its improving profitability really is as margins...
SEHK:2186
SEHK:2186Pharmaceuticals

Luye Pharma Group (SEHK:2186): Valuation Check After New Exchangeable Preference Share Deal in Boan Biotech

Luye Pharma Group (SEHK:2186) just wrapped up a financing move through its subsidiary, issuing 1,500,000 exchangeable preference shares tied to Boan Biotech’s stock, effectively tightening its grip on the biotech side of the business. See our latest analysis for Luye Pharma Group. The latest exchangeable preference share issuance comes after a year in which Luye Pharma’s 38.68% year to date share price return contrasts with a still negative 5 year total shareholder return of 21.81%. This...
SEHK:1651
SEHK:1651Machinery

Precision Tsugami China (SEHK:1651) Margin Gain Reinforces Bullish Earnings Narrative in H1 2026

Precision Tsugami China (SEHK:1651) has posted another busy half, with H1 2026 revenue coming in at about CNY 2.5 billion and basic EPS at CNY 1.36, setting the tone for a solid first leg of the fiscal year. The company has seen revenue climb from CNY 2,283.5 million in H2 2025 and CNY 1,978.1 million in H1 2025 to CNY 2,496.9 million in H1 2026, while basic EPS moved from CNY 0.90 in H1 2025 and CNY 1.18 in H2 2025 to CNY 1.36 in the latest half, with trailing twelve month net income...
SEHK:18
SEHK:18Media

Oriental Enterprise (SEHK:18) Margin Collapse Reinforces Bearish Valuation Narrative in H1 2026 Results

Oriental Enterprise Holdings (SEHK:18) has posted a subdued set of H1 2026 numbers, with revenue of HK$248.4 million and net income of HK$1.3 million translating to basic EPS of HK$0.000534, while trailing 12 month revenue sits at HK$524.1 million and net income at HK$28.6 million with EPS of HK$0.011934. The company has seen revenue move from HK$291.1 million in H1 2025 to HK$248.4 million in H1 2026 and net income shift from HK$25.1 million to HK$1.3 million over the same periods. This sets...
SEHK:2161
SEHK:2161Pharmaceuticals

JBM Healthcare (SEHK:2161) Net Margin Expansion Reinforces Bullish Growth Narrative in H1 2026

JBM (Healthcare) (SEHK:2161) has reported H1 2026 revenue of HK$429.6 million with basic EPS of HK$0.141, building on a twelve month track where earnings grew 32% and five year EPS growth averaged 53.2% per year. Over recent periods the company has seen revenue move from HK$720.5 million to HK$812.98 million on a trailing twelve month basis, while net income excluding extra items rose from HK$163.9 million to HK$216.4 million. This sets up this half year print against a backdrop of improving...
SEHK:384
SEHK:384Gas Utilities

The Bull Case For China Gas Holdings (SEHK:384) Could Change Following New EVE Energy Storage Alliance

China Gas Holdings Limited recently entered into a comprehensive cooperation agreement with EVE Energy Co., Ltd., aiming to jointly advance energy storage technology, biomass applications, and green, low‑carbon energy solutions across domestic and overseas markets while supporting China’s “Dual Carbon” goals. A distinctive feature of this partnership is the planned order of 1 GWh of battery cells or DC-side storage products within one year, tying long-term technology collaboration directly...
SEHK:762
SEHK:762Telecom

Is It Too Late To Consider China Unicom After Its Multi Year Share Price Surge?

If you are wondering whether China Unicom (Hong Kong) still offers good value after a strong multi year run, or if most of the upside is already priced in, this article is for you. The share price has pulled back recently, down 3.3% over the last week and 12.3% over the last month, but it is still up 19.1% year to date, 34.0% over 1 year, 123.3% over 3 years and 164.2% over 5 years. That kind of long term outperformance has been underpinned by Beijing's ongoing push for state owned telecoms...
SEHK:1208
SEHK:1208Metals and Mining

Assessing MMG (SEHK:1208) Valuation After Sweeping Leadership Changes and Strategic Management Reshuffle

MMG (SEHK:1208) just rolled out a sweeping leadership reshuffle, with CAO Liang taking over as chairman and new presidents appointed for Las Bambas and Africa. For investors, this is really about future strategy and execution. See our latest analysis for MMG. The shake up comes after a powerful run in the shares, with MMG’s 1 month share price return of 19.10% and 3 month share price return of 45.70% adding to an already substantial year to date share price return of 237.85%. The 1 year total...
SEHK:2357
SEHK:2357Aerospace & Defense

How Investors Are Reacting To AviChina (SEHK:2357) Scrapping Its Supervisory Committee And Reshaping The Board

At its extraordinary general meeting on 12 December 2025, AviChina Industry & Technology approved amendments to its Articles of Association, including abolishing the Supervisory Committee system, and confirmed the appointment of Mr. Gao Jiming as a non-executive director through 2027. This governance overhaul reduces one layer of oversight while reshaping the board, raising fresh questions about how management will now be monitored. We will now examine how the abolition of the Supervisory...
SEHK:981
SEHK:981Semiconductor

Is SMIC’s 133% 2025 Surge Still Justified by Cash Flow and Earnings Expectations?

If you have been wondering whether Semiconductor Manufacturing International is still a smart buy after its huge run up, you are not alone. This stock has become a lightning rod for debates about value versus momentum. Despite a recent pullback of around 2.9% over the last week and 7.6% over the last month, the shares are still up an eye catching 133.4% year to date and about 161.4% over the past year, which naturally raises questions about how much upside might be left. These moves have...
SEHK:6855
SEHK:6855Biotechs

Is Ascentage Pharma Group International Pricing In Too Much Biotech Optimism After Big 3 Year Rally?

If you are wondering whether Ascentage Pharma Group International is still a smart way to get exposure to biotech upside, you are not alone. That is exactly what we are going to unpack here. Despite a choppy recent stretch, with the share price down 6.8% over the last week and 8.1% over the past month, the stock is still sitting on gains of 35.4% year to date and 53.1% over the last year, building on a 131.9% return over three years. Recent moves have been shaped less by day to day trading...
SEHK:9969
SEHK:9969Biotechs

First Solid-Tumor Drug Approval Might Change The Case For Investing In InnoCare Pharma (SEHK:9969)

In the past week, InnoCare Pharma reported China NMPA approval of zurletrectinib (ICP-723) for NTRK fusion-positive solid tumors in patients aged 12 and above, alongside strong efficacy and safety data, while also showcasing extensive positive clinical results for orelabrutinib and mesutoclax at the ASH 67th Annual Meeting. This marks InnoCare’s first approved solid-tumor therapy, adding a blood–brain-barrier-penetrant TRK inhibitor to its portfolio and underscoring its push to build a broad...
SEHK:2616
SEHK:2616Biotechs

Why CStone Pharmaceuticals (SEHK:2616) Is Up 7.9% After GAVRETO NRDL Inclusion Approval In China

CStone Pharmaceuticals announced that its RET-targeted cancer therapy GAVRETO® (pralsetinib) has been approved for inclusion in China’s National Reimbursement Drug List, with reimbursement due to begin on 1 January 2026. This listing materially broadens patient access in China’s public healthcare system, potentially reinforcing CStone’s role as a key oncology player in Greater China. We’ll now examine how NRDL inclusion for GAVRETO shapes CStone’s investment narrative, particularly around...
SEHK:1211
SEHK:1211Auto

Is It Too Late To Consider BYD After Recent Rally And Cooling Sentiment?

If you are wondering whether BYD is still a smart buy at today’s price, or if the big gains are mostly behind it, this article will walk through what the current market is really pricing in. After a 14.4% gain year to date and a 46.5% climb over 3 years, the recent 2.0% pullback over the last month suggests sentiment is cooling a bit, but not necessarily the long term story. Investors have been reacting to a mix of headlines around global EV competition, shifting subsidies in China, and...