SEHK:883
SEHK:883Oil and Gas

CNOOC (SEHK:883) Margin Beat Reinforces Value Narrative Against Dividend and Growth Doubts

CNOOC (SEHK:883) reported net profit margins of 31.8%, up from 31% a year ago, reflecting high quality earnings in the latest period. Despite achieving an impressive 23.8% annual earnings growth over the past five years, the company experienced negative earnings growth in the last year and is now expected to grow earnings at a rate below what is considered significant. With forecast revenue growth of just 1.9% per year, trailing the Hong Kong market’s projected 8.7%, investors are weighing...
SEHK:916
SEHK:916Renewable Energy

Longyuan Power (SEHK:916) Margin Expansion Reinforces Operational Quality Narrative

China Longyuan Power Group (SEHK:916) reported net profit margins of 18.6%, a noticeable improvement from last year’s 16.8%. EPS growth over the past year clocked in at 5.5%, reversing a prior five-year average decline of 2.1% annually. With shares trading at a P/E of 11x, below both sector and peer averages, investors see attractive value and quality trends. However, questions about dividend sustainability and financial strength continue to loom over sentiment. See our full analysis for...
SEHK:3908
SEHK:3908Capital Markets

CICC (SEHK:3908) Net Margin Surge Challenges Pessimistic Narratives on Earnings Sustainability

China International Capital (SEHK:3908) saw its net profit margin climb to 28.9% from 21.8% a year ago, alongside an impressive annual earnings growth rate of 68.9%, reversing a trend of 12% average declines over the previous five years. Revenue is forecast to increase at 8.5% annually, slightly trailing the overall Hong Kong market projection of 8.6%. Expected annual earnings growth of 8.1% also lags the 12.3% market estimate. The stock’s Price-to-Earnings ratio of 13.7x marks it as a value...
SEHK:412
SEHK:412Renewable Energy

Shandong Hi-Speed Holdings Group (SEHK:412) Faces Index Removal—How Might This Shape Its Market Perception?

On October 27, 2025, Shandong Hi-Speed Holdings Group Limited was removed from the Hang Seng China Affiliated Corporations Index, a development affecting its visibility among major investors. Index changes such as this one often prompt large institutional portfolio adjustments, reflecting the importance of index membership in shaping investment activity and stock demand. We’ll explore how Shandong Hi-Speed Holdings Group’s removal from the index could reshape investors’ perception of its...
SEHK:1816
SEHK:1816Renewable Energy

CGN Power (SEHK:1816) Margins Narrow, Undercutting Bullish Narrative on Policy-Driven Profit Stability

CGN Power (SEHK:1816) posted a 1.3% annual earnings growth over the past five years, while revenues are projected to climb at 6.3% per year, which lags the Hong Kong market’s expected 8.6%. Net profit margins currently sit at 11.2%, down from last year’s 13%, and forecasts see earnings growth accelerating to 8.9% per year, though this is still behind the market’s anticipated 12.3%. For investors, the numbers show mixed momentum, but a favorable Price-to-Earnings ratio and a market price below...
SEHK:1385
SEHK:1385Semiconductor

Fudan Microelectronics (SEHK:1385) Margin Decline Challenges Bullish Narratives Despite Strong Growth Forecasts

Shanghai Fudan Microelectronics Group (SEHK:1385) posted average annual earnings growth of 10.4% over the past five years, but its net profit margin declined to 12.1% from 14.3% the previous year. With earnings forecast to accelerate at 32.6% per year and revenue expected to rise 10.8% annually, the company is set to outpace Hong Kong market averages of 12.3% and 8.6% respectively. However, recent negative earnings growth and compressed margins highlight the challenges ahead as investors...