SEHK:2600
SEHK:2600Metals and Mining

Is Chinalco’s (SEHK:2600) Share Tweaks and Rio Tinto Talks Quietly Recasting Its Investment Story?

Aluminum Corporation of China Limited recently held a board meeting on November 25, 2025 to review the repurchase and cancellation of certain unvested restricted shares and adjust the related repurchase price, alongside ongoing collaboration work with Rio Tinto to address shareholding constraints that affect their joint operations. This combination of capital management actions and efforts to simplify cross-shareholdings with a major global partner highlights how Chinalco is refining both...
SEHK:992
SEHK:992Tech

Lenovo (SEHK:992) Valuation Check After Launching Certified Refurbishment Services Across 14 European Markets

Lenovo Group (SEHK:992) just rolled out its Certified Refurbishment Services across 14 European markets, giving enterprises a way to stretch device lifecycles, trim e-waste, and potentially support steadier, margin friendly service revenue. See our latest analysis for Lenovo Group. Investors seem cautiously optimistic, with Lenovo’s 1 year total shareholder return of 11.55% and a strong 3 year total shareholder return of 80.87% contrasting with a softer 30 day share price return of minus...
SEHK:1398
SEHK:1398Banks

How ICBC’s 2025 Interim Dividend Plan Will Impact Industrial and Commercial Bank of China (SEHK:1398) Investors

Industrial and Commercial Bank of China’s 2025 interim profit distribution plan was approved at the Second Extraordinary Shareholders’ Meeting, confirming a pre-tax cash dividend of RMB 1.414 per 10 shares for investors on the register after trading closed on 12 December 2025, with A-share payments on 15 December 2025 and H-share payments on 26 January 2026. The option for H-share holders to receive the dividend in either RMB or HK$ and the use of a defined RMB/HK$ reference rate underlines...
SEHK:2328
SEHK:2328Insurance

Evaluating PICC Property & Casualty (SEHK:2328) After President Yu Ze’s Disciplinary Investigation News

PICC Property and Casualty (SEHK:2328) is back in the spotlight after President Yu Ze was placed under disciplinary review for suspected serious breaches of discipline and law, raising fresh questions about governance and market sentiment. See our latest analysis for PICC Property and Casualty. The investigation headlines have arrived just as sentiment was cooling, with the share price at HK$17.43 after a recent 1 month share price return of minus 9.6 percent. However, the near 3 year total...
SEHK:2233
SEHK:2233Basic Materials

West China Cement (SEHK:2233): Valuation Check After Completing 2026 Notes Tender Offer Settlement

West China Cement (SEHK:2233) has wrapped up the settlement of its tender offer for the 2026 notes, leaving US$200 million outstanding. This provides a clear signal of how management wants its debt profile to look. See our latest analysis for West China Cement. People in the market seem to like that clarity, with the share price now at HK$3.18 and a strong year to date share price return of around 100 percent. In addition, multi year total shareholder returns above 250 percent suggest...