SEHK:2602
SEHK:2602Real Estate

Assessing Onewo (SEHK:2602)’s Valuation After Launching a 10% H-Share Buyback Program

Onewo (SEHK:2602) just put a clear marker down by kicking off a buyback of up to 10% of its H shares, signaling confidence in its long term outlook and capital discipline. See our latest analysis for Onewo. The buyback news lands after a choppy stretch, with a 30 day share price return of minus 11.07% and a three year total shareholder return of minus 55.31%. Management is clearly trying to reset sentiment and rebuild momentum. If this kind of opportunistic capital return has you thinking...
SEHK:6855
SEHK:6855Biotechs

Revisiting Ascentage Pharma Group International (SEHK:6855)’s Valuation After Its Strong One-Year Share Price Gain

Ascentage Pharma Group International (SEHK:6855) has quietly outperformed over the past year, and with shares up roughly 56% in that time, investors are starting to revisit the story behind this clinical stage biotech. See our latest analysis for Ascentage Pharma Group International. The stock has been choppy in recent months, with a 1 day share price return of 4.44 percent and a 90 day share price return of minus 19.91 percent. However, a 1 year total shareholder return of 55.76 percent...
SEHK:1672
SEHK:1672Biotechs

Is Ascletis Pharma (SEHK:1672) Quietly Reframing Its Obesity Strategy With ASC37’s Oral Triple Agonist?

In late November 2025, Ascletis Pharma announced it had selected ASC37, an oral GLP-1R/GIPR/GCGR triple peptide agonist developed with its POTENT and AI-assisted technologies, as a clinical development candidate and outlined plans to file a US FDA Investigational New Drug application for obesity treatment in 2026. The company highlighted that ASC37 showed much higher in vitro potency and substantially improved oral bioavailability versus existing incretin drugs in non-human primate studies,...
SEHK:386
SEHK:386Oil and Gas

What China Petroleum & Chemical (SEHK:386)'s DME Marine Fuel Push Means For Shareholders

Earlier this month, a coalition of major Chinese state-owned enterprises and academic institutions, including China Petroleum & Chemical Corp. (Sinopec), launched an initiative to promote dimethyl ether (DME) as a cleaner and safer next-generation marine fuel, targeting advances in production, engine systems, refueling infrastructure, and safety standards. This alliance positions Sinopec at the center of efforts to accelerate low-emission shipping fuels, potentially reinforcing its role in...
SEHK:2233
SEHK:2233Basic Materials

What West China Cement (SEHK:2233)'s 2026 Bond Tender Completion Reveals About Its Balance Sheet

West China Cement has completed the settlement of its tender offer for the 2026 notes, leaving US$200 million in aggregate principal outstanding, clarifying its current debt position. This adjustment to the bond balance offers investors greater transparency on the company’s capital structure and ongoing balance sheet management efforts. Next, we will examine how this refined debt profile, particularly the remaining US$200 million of 2026 notes, shapes West China Cement’s investment...
SEHK:3618
SEHK:3618Banks

Does Issuing RMB1 Billion Sci-tech Bonds Recast Chongqing Rural Commercial Bank’s (SEHK:3618) Innovation Strategy?

Chongqing Rural Commercial Bank has recently completed the issuance of RMB1 billion sci-tech innovation bonds in the national inter-bank bond market to channel funding into technology-focused enterprises. This bond issue underlines the bank’s growing role as a financial conduit for China’s innovation agenda, aligning its balance sheet more closely with sci-tech lending and investment. We’ll now examine how this sci-tech bond issuance shapes Chongqing Rural Commercial Bank’s investment...
SEHK:992
SEHK:992Tech

Lenovo Group (SEHK:992) Revenue Growth Reinforces Bullish AI and PC Demand Narratives

Lenovo Group (SEHK:992) has posted Q2 2026 results with revenue of about $20.5 billion and net income of roughly $340 million, translating to EPS of $0.03 for the quarter as the company extends the earnings momentum seen over the past year. The company has seen quarterly revenue move from $17.9 billion in Q2 2025 to $20.5 billion in Q2 2026, while trailing twelve month EPS has climbed from $0.10 in Q2 2025 to $0.13 in Q2 2026, setting the stage for investors to weigh healthier profitability...
SEHK:151
SEHK:151Food

Reassessing Want Want China Holdings (SEHK:151) Valuation After Mixed Half-Year Results and Profit Decline

Want Want China Holdings (SEHK:151) just posted mixed half year earnings, with sales edging higher but net income and earnings per share slipping, giving investors a tricky read on underlying profitability. See our latest analysis for Want Want China Holdings. The latest half year numbers land after a choppy stretch for the shares, with a 7 day share price return of 5.36 percent but a 90 day share price return of negative 11.69 percent. The 1 year total shareholder return of 14.60 percent...
SEHK:6088
SEHK:6088Electronic

How FIT Hon Teng’s Circular Delay Tests Disclosure Discipline and Execution Confidence for SEHK:6088 Investors

Earlier in December 2025, FIT Hon Teng Limited announced that it would postpone the dispatch of a circular on framework agreements and related transactions from December 5 to December 16, 2025, to complete the necessary information. This extra preparation time highlights how documentation quality and disclosure timing can affect shareholder expectations around upcoming deals and corporate actions. We’ll explore how the delayed circular on framework agreements could shape FIT Hon Teng’s...
SEHK:1530
SEHK:1530Biotechs

Assessing 3SBio (SEHK:1530)’s Valuation After a Recent Pullback in Share Price

Recent Share Performance and Context 3SBio (SEHK:1530) has been drifting lower over the past week and month, even though its year to date and 1 year returns are still positive. That disconnect is where the opportunity, or risk, may sit for investors. See our latest analysis for 3SBio. Despite the latest pullback, which includes a 90 day share price return of minus 17.05%, 3SBio is still coming off a powerful year to date share price surge. This suggests that momentum is cooling rather than...
SEHK:2007
SEHK:2007Real Estate

Should Court‑Backed Debt Restructuring and Governance Changes Reshape Country Garden (SEHK:2007) Investors’ Strategy?

Country Garden Holdings said that in early December 2025 the court sanctioned its offshore debt restructuring scheme, while bondholders approved changes to nine onshore corporate bonds and shareholders backed loan capitalisation, new share issuance, and a management incentive plan at an extraordinary general meeting. Together with November 2025 contracted sales of about RMB 2.35 billion and leadership changes including a new Co‑Chairman, these steps show the group reshaping its balance sheet...
SEHK:3380
SEHK:3380Real Estate

Logan Group (SEHK:3380) Is Up 8.2% After Advancing RMB13.66b Onshore Debt Restructuring Plan

Earlier this week, Logan Group reported significant progress on its onshore debt restructuring plan covering RMB13.66 billion, using tools such as cash repurchases and asset-for-debt swaps to address a large share of its public bond obligations. This marks a key step in Logan Group’s efforts to tackle its financing pressures and gradually restore more normal operating conditions. We’ll now examine how this progress in onshore debt restructuring could influence Logan Group’s investment...
SEHK:883
SEHK:883Oil and Gas

Is Weizhou 11-4’s New Output Hub Altering The Investment Case For CNOOC (SEHK:883)?

CNOOC Limited recently commenced production at the Weizhou 11-4 Oilfield Adjustment and Satellite Fields Development Project in the Beibu Gulf Basin, using a new unmanned wellhead platform, a central processing platform linked to existing infrastructure, and planning 35 wells in about 43-meter water depth to produce light crude. The project’s “three offshore processing centers + one onshore terminal” hub design is intended to unlock more offshore capacity and support regional energy...
SEHK:3988
SEHK:3988Banks

Does Bank of China’s Capital Boost and Tier 2 Bond Issue Shift The Bull Case For SEHK:3988?

Bank of China Limited has completed the issuance of RMB 60 billion in 10‑year write‑down tier 2 capital bonds at a 2.16% coupon and gained regulatory approval to raise its registered capital by RMB 27.80 billion via over 27 billion new A shares, while also approving a 2025 interim dividend of RMB 1.094 per ten shares on its ordinary stock. Together, the fresh tier 2 funding, registered capital increase and interim dividend reflect a deliberate balance between reinforcing capital buffers and...