SEHK:1211
SEHK:1211Auto

The Bull Case For BYD (SEHK:1211) Could Change Following Mixed Nine-Month Earnings and Governance Review

On October 30, 2025, BYD Company Limited reported its nine-month earnings, revealing revenue of CNY 566.27 billion and net income of CNY 23.33 billion, while also announcing proposed amendments to its Articles of Association subject to shareholder approval. The results show revenue growth alongside a lower net profit, highlighting ongoing business expansion amid some profitability pressure for the period. We’ll explore how BYD’s balanced revenue growth and profitability trends may impact its...
SEHK:1208
SEHK:1208Metals and Mining

Can MMG's (SEHK:1208) Board Reshuffle Redefine Its Strategic Direction and Stakeholder Value?

MMG Limited recently announced the resignation of Chairman and Non-Executive Director Mr. Xu Jiqing, effective December 2, 2025, with board and committee roles freshly outlined following its latest meeting. This development signals major changes in leadership and governance oversight that could influence MMG's future strategic direction and stakeholder relationships. We'll explore how the leadership transition and new board structure could shift MMG's long-term outlook and investment...
SEHK:1972
SEHK:1972Real Estate

Crédit Agricole Lease Renewal Could Be a Game Changer for Swire Properties (SEHK:1972)

Crédit Agricole Corporate and Investment Bank recently renewed its lease at Swire Properties’ Pacific Place, committing to around 85,000 square feet of Grade-A office space through 2034. This long-term extension of tenancy highlights the continued appeal of Swire Properties’ flagship assets to leading multinational tenants and reinforces market confidence in Hong Kong’s role as a financial hub. We’ll examine how securing this major tenant renewal may influence Swire Properties’ outlook,...
SEHK:1658
SEHK:1658Banks

Did Han Wenbo’s Exit and Mixed Q3 Results Just Shift Postal Savings Bank of China’s (SEHK:1658) Investment Narrative?

On October 30, 2025, Postal Savings Bank of China announced the resignation of Mr. Han Wenbo from his roles as Non-executive Director and key board committee positions, along with the release of its third-quarter financial results showing net interest income of CNY 71.45 billion and net profit of CNY 27.33 billion. These developments highlight not only a change in leadership but also a period marked by mixed financial performance compared to the previous year. We'll now explore how Mr. Han...
SEHK:293
SEHK:293Airlines

Does Cathay Pacific (SEHK:293) View Buybacks as a Signal of Strength or Limited Growth Ambitions?

On November 7, 2025, Cathay Pacific Airways announced its Board of Directors will consider launching a share repurchase program involving the company buying back its own shares. This move can be interpreted as a sign of management’s confidence in the airline’s prospects and a potential method of enhancing shareholder value by decreasing the number of shares outstanding. We’ll examine how the potential share repurchase program could influence Cathay Pacific Airways’ investment narrative,...
SEHK:1288
SEHK:1288Banks

How a Major Bond Issuance and Higher Earnings at Agricultural Bank of China (SEHK:1288) Has Changed Its Investment Story

Agricultural Bank of China recently completed a major RMB 40.00 billion issuance of Additional Tier 1 Capital Bonds and reported higher year-on-year net income for the third quarter of 2025. The combination of a strengthened capital base from the bond issuance and improved profitability provides important signals regarding the bank's operational health and future flexibility. We'll explore how the successful bond issuance could shape the bank's capital strength and influence its long-term...
SEHK:3908
SEHK:3908Capital Markets

How Strong Earnings Growth and Governance Changes At China International Capital (SEHK:3908) Has Changed Its Investment Story

China International Capital Corporation Limited recently announced that its shareholders approved an interim cash dividend and elected Ms. Tian Ting as employee director at the October 31, 2025 extraordinary general meeting, while also amending its Articles of Association. The company also reported very large year-over-year increases in revenue and net income for the first nine months of 2025, reflecting improved operational performance. We'll examine how this substantial earnings growth...
SEHK:2388
SEHK:2388Banks

Does BOC Hong Kong's (SEHK:2388) Steady Dividend Payout Reflect a Focused Capital Allocation Strategy?

BOC Hong Kong (Holdings) Limited recently announced a third quarter dividend of HK$0.29 per share for the period ended September 30, 2025, with the ex-dividend date on November 12, 2025, record date on November 20, and payment date on November 26. This dividend affirmation delivers certainty and highlights the company's commitment to consistent shareholder returns, which can bolster investor confidence. With the third quarter dividend now confirmed, we'll explore how reliable dividend...
SEHK:1952
SEHK:1952Biotechs

Everest Medicines (SEHK:1952) Is Down 7.0% After Striking First Ophthalmology Deal With Visara Inc

On October 28, 2025, Everest Medicines Limited announced it had entered into an exclusive licensing agreement with Visara Inc. to develop, manufacture, and commercialize VIS-101, a novel bifunctional biologic for wet age-related macular degeneration, diabetic macular edema, and retinal vein occlusion, in Greater China, Singapore, South Korea, and select Southeast Asian countries, with upfront, milestone, and royalty payments totaling up to US$89 million plus additional expenses. This...
SEHK:700
SEHK:700Interactive Media and Services

The Bull Case For Tencent Holdings (SEHK:700) Could Change Following Easing China Trade Tensions and Improved Inflation Data

In recent days, Tencent Holdings shares moved higher following positive macroeconomic developments in China, including easing trade tensions, the lifting of certain export curbs, and encouraging inflation data. An interesting aspect is that this optimism in the Chinese technology sector also impacted Prosus, a major shareholder with a significant stake in Tencent Holdings. We'll now explore how renewed investor confidence amid easing trade tensions may influence Tencent's investment outlook...
SEHK:6181
SEHK:6181Luxury

Laopu Gold (SEHK:6181): Assessing Valuation Following Major Equity Offering and Capital Restructuring

Laopu Gold (SEHK:6181) just raised about HKD 2.72 billion through a follow-on equity offering. At the same time, the company amended its Articles of Association to update its registered and total share capital. These moves reshape its capital base. See our latest analysis for Laopu Gold. Laopu Gold’s completion of the follow-on equity offering drew plenty of market attention, with the share price jumping 5.16% in one day. While the short-term momentum has been a bit choppy, the year-to-date...