SEHK:1277
SEHK:1277Oil and Gas

Kinetic Development Group (SEHK:1277) Valuation in Focus After Raising Stake in MC Mining

Kinetic Development Group (SEHK:1277) has raised its stake in MC Mining to over 40% by completing its share subscriptions. This move highlights its long-term commitment to the Makhado Project in South Africa. The company now plans to push its holding toward 51%, signaling ongoing interest in MC Mining’s future growth prospects. See our latest analysis for Kinetic Development Group. Kinetic’s ongoing investment push comes as share price momentum quietly builds, with a 1-month share price...
SEHK:1672
SEHK:1672Biotechs

Ascletis Pharma (SEHK:1672) Advances AI-Discovered Obesity Drug ASC36 Is Innovation Accelerating Competitive Positioning?

Ascletis Pharma Inc. announced the selection of ASC36, a once-monthly subcutaneously administered amylin receptor agonist, as its next clinical development candidate for obesity, with an anticipated US FDA Investigational New Drug Application submission in the second quarter of 2026. This candidate was discovered and optimized using Ascletis' proprietary artificial intelligence-assisted drug discovery and ultra-long-acting platform technologies, emphasizing the company's innovative approach...
SEHK:1211
SEHK:1211Auto

BYD (SEHK:1211) Margin Compression Raises Fresh Doubts on Quality of Earnings Growth Narrative

BYD (SEHK:1211) reported five-year annualized earnings growth of 47.1%, while more recent annual growth sits at 13.1%. With earnings projected to climb 18.84% per year and revenue expected to increase by 12.4% annually, both outpacing Hong Kong market averages, investors are watching these growth metrics closely. Net profit margins came in at 4.6%, down a touch from last year’s 5%, reflecting ongoing pressure but leaving room for optimism about forward momentum. See our full analysis for...
SEHK:1299
SEHK:1299Insurance

AIA Group (SEHK:1299) Is Up 6.2% After Record 25% Q3 New Business Growth—Has the Bull Case Changed?

AIA Group Limited recently reported a record 25% rise in its third-quarter 2025 value of new business, with double-digit growth led by Hong Kong, Mainland China, ASEAN, and India. This result was driven by a record agency value of new business and an 18% increase in recruitment, reflecting the company's strong distribution capabilities in Asian markets. We'll examine how AIA Group's record growth in new business value influences its investment outlook and long-term earnings narrative. These...
SEHK:1801
SEHK:1801Biotechs

How Surging Revenue and Mazdutide’s Phase 3 Success at Innovent Biologics (SEHK:1801) Has Changed Its Investment Story

Innovent Biologics recently reported third quarter 2025 product revenue exceeding RMB 3.3 billion, achieving around 40% year-on-year growth driven by both oncology and newly launched biomedicine therapies, including mazdutide and SINTBILO®. The company also announced positive Phase 3 results for mazdutide, showing it surpassed semaglutide in both glycemic and weight reduction outcomes for Chinese patients with type 2 diabetes and obesity, highlighting a potential new-generation treatment...
SEHK:2338
SEHK:2338Machinery

Weichai Power (SEHK:2338) Margin Gains Reinforce Value Narrative, Dividend Sustainability Still Questioned

Weichai Power (SEHK:2338) reported another year of earnings growth, with net profit margins improving to 5.3% from 5.1% and annual earnings rising by 8.8%, outpacing its five-year average of 5.6% a year. Looking ahead, forecasts point to annual earnings growth of 10.92% and revenue gains of 5.8% per year. Trading at a price-to-earnings ratio of 10.6x, which stands below both the peer average and industry levels, the stock offers investors a margin story supported by solid profitability...
SEHK:1093
SEHK:1093Pharmaceuticals

Assessing CSPC Pharmaceutical Group (SEHK:1093) Valuation After Latest Regulatory Milestones and R&D Pipeline Advances

CSPC Pharmaceutical Group (SEHK:1093) has just made headlines with two R&D milestones. Its JSKN003 therapy gained Breakthrough Therapy Designation for advanced colorectal cancer, and SYH2061 secured clearance for clinical trials in China. See our latest analysis for CSPC Pharmaceutical Group. After a stellar run earlier this year, CSPC Pharmaceutical Group’s share price recently cooled off, dropping 18.4% over the past month and 22.7% in the last 90 days. Still, its year-to-date share price...
SEHK:1952
SEHK:1952Biotechs

Everest Medicines (SEHK:1952): Valuation Insights Following Exclusive VIS-101 Ophthalmology Deal

Everest Medicines (SEHK:1952) has secured exclusive rights to develop and commercialize VIS-101, a promising bifunctional treatment for eye conditions like wet AMD, across Greater China and parts of Asia. This strategic move underscores the company’s ambitions in ophthalmology and signals potential growth ahead. See our latest analysis for Everest Medicines. Everest Medicines’ exclusive VIS-101 deal adds momentum to a year already marked by strong long-term performance. The company posted an...
SEHK:9926
SEHK:9926Biotechs

A Look at Akeso (SEHK:9926) Valuation Following Key Phase III HARMONi-6 Study Results

Akeso (SEHK:9926) was in the spotlight after recently published Phase III HARMONi-6 study results showed its bispecific antibody, ivonescimab, plus chemotherapy significantly improved progression-free survival in advanced squamous NSCLC compared to current treatments. See our latest analysis for Akeso. Akeso’s big clinical win comes after a year of remarkable momentum, with a year-to-date share price return of 93.5% and a 66.3% total shareholder return over the past twelve months. Excitement...