SEHK:9992
SEHK:9992Specialty Retail

Is Morgan Stanley Reframing Pop Mart (SEHK:9992) as a Global IP Platform Rather Than a Toy Seller?

Morgan Stanley recently released a research report on Pop Mart International Group, arguing that investors have misread a slowdown in North American sales as weakness rather than a shift from online to offline channels and broader IP diversification. The report frames Pop Mart as an emerging global IP platform whose overall growth potential may be underappreciated when attention centers too narrowly on US sales and the Labubu line. Next, we’ll examine how Morgan Stanley’s focus on Pop Mart’s...
SEHK:2696
SEHK:2696Biotechs

Assessing Shanghai Henlius Biotech (SEHK:2696) Valuation After HLX37 Enters Phase 1 Clinical Study

Shanghai Henlius Biotech (SEHK:2696) has dosed the first patient in its phase 1 trial of HLX37, a bispecific antibody that targets PD-L1 and VEGF in advanced or metastatic solid tumours in Mainland China. See our latest analysis for Shanghai Henlius Biotech. The HLX37 trial update comes after a mixed stretch for the stock, with a 1-day share price return of 2.00% and a 7-day share price return of 11.92% but a 90-day share price return of 15.71%. However, the 1-year total shareholder return of...
SEHK:640
SEHK:640Chemicals

Infinity Development Holdings (SEHK:640) EPS Growth Reinforces Bullish Narratives On Profitability

Infinity Development Holdings (SEHK:640) just posted its FY 2025 results with second half revenue of HK$425.8 million and basic EPS of HK$0.233, backed by trailing 12 month revenue of HK$835.2 million and EPS of HK$0.434. The company has seen revenue move from HK$403.8 million in 2H FY 2024 to HK$425.8 million in 2H FY 2025, while half year EPS shifted from HK$0.211 to HK$0.233. The trailing 12 month EPS growth of 21.7% sits alongside net profit margins at 14.6%, compared with 13.6% a year...
SEHK:2269
SEHK:2269Life Sciences

Is WuXi Biologics (SEHK:2269)'s New Procurement Certification a Signal on Supply Chain Resilience?

WuXi Biologics recently achieved ISO 20400 Sustainable Procurement certification, an international standard that embeds sustainability, transparency, and responsibility into its procurement and supplier management practices. This certification highlights how WuXi Biologics has integrated sustainability across its supplier lifecycle, reinforcing supply chain resilience and its broader environmental, social, and governance profile. We will now examine how this new sustainable procurement...
SEHK:700
SEHK:700Interactive Media and Services

Can Tencent (SEHK:700) Turn Its Expanding AI and Fintech Ecosystem Into Sustainable Monetization?

In recent days, Tencent-backed initiatives have been in the spotlight, from China’s digital yuan pilot, where WeBank will pay quarterly interest subject to stricter identity checks, to Tencent-linked ETFs in emerging markets and portfolio companies like Airwallex and AI firm MiniMax expanding globally and listing in Hong Kong. Together, these developments highlight Tencent’s influence across digital finance, emerging markets exposure, and artificial intelligence, underlining how its...
SEHK:1211
SEHK:1211Auto

Is BYD (SEHK:1211) Priced Right After Mixed Returns And EV Competition Headlines

Wondering if BYD's share price still lines up with its underlying worth, or if market sentiment has moved ahead of the fundamentals. BYD last closed at HK$95.30, with returns of a 0.1% decline over 7 days, a 4.0% decline over 30 days, a 3.5% decline year to date, but a 13.6% gain over 1 year, 35.9% over 3 years and 14.4% over 5 years, which hints at shifting risk and return perceptions over different timeframes. Recent coverage around BYD has focused on its role in the electric vehicle and...
SEHK:2665
SEHK:2665Auto Components

Assessing Seyond Holdings (SEHK:2665) Valuation After Recent Share Price Gain And Premium P/S Multiple

Seyond Holdings (SEHK:2665), a Hong Kong based LiDAR producer for automotive use, has drawn investor attention after a recent daily gain of 2.8% alongside mixed short term share performance. See our latest analysis for Seyond Holdings. The HK$9.94 share price move today comes after a mixed few months, with a 30 day share price return of 3.64% and a year to date share price return of 3.96% decline. At the same time, the 1 year total shareholder return of 13.90% and 3 year total shareholder...
SEHK:3690
SEHK:3690Hospitality

Asian Growth Companies With High Insider Ownership January 2026

As we enter 2026, Asian markets are navigating a complex landscape, with China's manufacturing sector showing signs of recovery and Japan's stock market reflecting strong performances in technology and construction sectors. In this environment, growth companies with high insider ownership can be particularly appealing to investors seeking alignment between management interests and shareholder value.
SEHK:2225
SEHK:2225Professional Services

Asian Market Highlights: Penny Stocks To Watch In January 2026

As the Asian markets navigate a landscape marked by mixed performances in key indices, investors are increasingly looking toward niche opportunities for potential growth. Penny stocks, often associated with smaller or newer companies, continue to capture attention due to their potential for significant returns when backed by solid financials. Despite being an outdated term, these stocks provide a unique opportunity for discovering hidden value in quality companies that might be overlooked by...
SEHK:887
SEHK:887Specialty Retail

Asian Dividend Stocks To Consider For Your Portfolio

As Asian markets navigate a mixed economic landscape, with China's manufacturing sector showing signs of recovery and South Korea's exports reaching new highs, investors are increasingly looking towards stable income-generating opportunities. In this context, dividend stocks can offer a reliable source of returns by providing consistent payouts, making them an attractive option for those seeking to balance growth with income in their portfolios.