SEHK:2419
SEHK:2419Food

Dekon Food and Agriculture Group (SEHK:2419) Valuation After Steady November Volumes and Higher Broiler Prices

Dekon Food and Agriculture Group (SEHK:2419) just released its November 2025 operating data, showing steady pig and poultry volumes alongside modest price gains, including a roughly 2% lift in yellow feathered broiler prices month on month. See our latest analysis for Dekon Food and Agriculture Group. The upbeat November pricing data lands after a strong run, with year to date share price return of 136.18% and a 1 year total shareholder return of 126.21%, even though recent 90 day share price...
SEHK:321
SEHK:321Luxury

Texwinca Holdings (SEHK:321) EPS Rebound in H1 2026 Challenges Bearish Earnings Narratives

Texwinca Holdings (SEHK:321) has posted its H1 2026 numbers with revenue of HK$2.7 billion and net income of HK$112 million, translating to EPS of HK$0.08 as the market weighs what that means for the rest of the year. The company has seen revenue move from HK$3.0 billion in H1 2025 to HK$2.7 billion in H1 2026, while net income shifted from HK$102 million to HK$112 million over the same periods, creating a mixed backdrop for how investors read the latest margin profile. All told, the release...
SEHK:1211
SEHK:1211Auto

BYD (SEHK:1211): Assessing Valuation After Recent Share Price Softness

BYD (SEHK:1211) has quietly slipped about 4% over the past month and roughly 7% in the past 3 months, which is exactly when long term investors start asking whether recent weakness is an opportunity. See our latest analysis for BYD. Despite the recent softness in its share price, BYD’s 13.11% year to date share price return and solid multi year total shareholder returns suggest momentum is pausing rather than breaking, as investors reassess growth and competitive risks around electric...
SEHK:6862
SEHK:6862Hospitality

Is Haidilao’s Removal From the Hang Seng China Enterprises Index Altering Its Investment Case (SEHK:6862)?

Haidilao International Holding Ltd. was removed from the Hang Seng China Enterprises Index on 5 December 2025, altering its status within one of Hong Kong’s key benchmark indices. This index removal matters because it can prompt forced buying and selling by index-tracking funds, potentially reshaping Haidilao’s shareholder base and trading profile. Next, we will examine how Haidilao’s exit from the Hang Seng China Enterprises Index influences its investment narrative and perceived market...
SEHK:2688
SEHK:2688Gas Utilities

ENN Energy Holdings (SEHK:2688): Valuation Check After Hang Seng China Enterprises Index Removal

ENN Energy Holdings (SEHK:2688) just dropped out of the Hang Seng China Enterprises Index, a structural shake up that can force index funds to sell and temporarily distort how the stock trades. See our latest analysis for ENN Energy Holdings. That index exit comes after a strong run, with a year to date share price return of around 31.8 percent and a 1 year total shareholder return of 30.3 percent, even though the 3 year and 5 year total shareholder returns remain negative. This suggests...
SEHK:1347
SEHK:1347Semiconductor

Hua Hong Semiconductor (SEHK:1347): Rethinking Valuation After US Approval of Nvidia’s H200 Exports to China

The latest U.S. move to let Nvidia ship H200 AI chips into China has put Hua Hong Semiconductor (SEHK:1347) under pressure, as investors reassess domestic chipmakers in a suddenly more competitive landscape. See our latest analysis for Hua Hong Semiconductor. That backdrop helps explain why the stock wobbled on the Nvidia headlines, even though Hua Hong’s 90 day share price return of 51.49 percent and 1 year total shareholder return of 266.51 percent still signal powerful, but increasingly...