SEHK:489
SEHK:489Auto

The Bull Case For Dongfeng Motor Group (SEHK:489) Could Change Following Renewed VOYAH Spin-off Focus - Learn Why

Recent coverage highlighted that Dongfeng Motor Group continues to own 100% of Hong Kong-based EV subsidiary VOYAH, as investors revisit its potential spin-off amid active spin-off interest in the Hong Kong market. The discussion of VOYAH’s standalone valuation, competitive position in China’s crowded EV sector, and Hong Kong listing rules offers fresh insight into how a spin-off could reshape Dongfeng’s business profile. We will now examine how the renewed focus on a possible VOYAH spin-off...
SEHK:3933
SEHK:3933Pharmaceuticals

The Bull Case For United Laboratories International Holdings (SEHK:3933) Could Change Following Key Cefoperazone-Sulbactam Approval

United Laboratories International Holdings recently reported that its wholly owned Zhongshan branch of Zhuhai United Laboratories received China National Medical Products Administration approval, with quality and efficacy consistency evaluation, for its 2.0g Cefoperazone Sodium and Sulbactam Sodium for Injection, already classified as a Category B drug in the 2024 National Medical Insurance Drug List. This outcome strengthens the company’s anti-infective portfolio by validating a...
SEHK:290
SEHK:290Capital Markets

GoFintech Quantum Innovation (SEHK:290): Valuation Check After Swinging From Loss to Half-Year Profit

GoFintech Quantum Innovation (SEHK:290) just flipped its half year results from a small loss to a net profit, and that earnings swing is quickly becoming the main story behind the stock’s recent momentum. See our latest analysis for GoFintech Quantum Innovation. That earnings swing helps explain why the share price has climbed to HK$2.29, with a powerful year to date share price return of 186.25% and a remarkable three year total shareholder return of 1,599.01%, suggesting momentum is still...
SEHK:1810
SEHK:1810Tech

Xiaomi (SEHK:1810) Valuation Check After Record Q3 and 199% Smart EV Revenue Surge

Xiaomi (SEHK:1810) just posted a standout third quarter, with several metrics hitting record highs and its Cars unit delivering a breakthrough as smart electric vehicle and innovation revenue surged more than 199% year over year. See our latest analysis for Xiaomi. The upbeat quarter has helped Xiaomi regain some investor confidence, with the latest HK$42.78 share price sitting against a solid year to date share price return. A powerful three year total shareholder return above 270% suggests...
SEHK:17
SEHK:17Real Estate

New World Development (SEHK:17): Reassessing Valuation After Major Debt Exchange and Sharp Balance Sheet Deleveraging

New World Development (SEHK:17) has just wrapped up a major debt exchange, issuing about USD 1.36 billion in new bonds and cutting its debt load by nearly 50%, a meaningful shift for equity holders. See our latest analysis for New World Development. The sizeable debt cut seems to have given sentiment a lift, with a 1 day share price return of 4.87% helping extend its year to date share price return of 41.07%. However, the 3 year total shareholder return is still deeply negative at 62.10%. If...
SEHK:2245
SEHK:2245Metals and Mining

Lygend Resources & Technology (SEHK:2245) Valuation Check as Investors Weigh Extraordinary General Meeting on Related-Party Deals

Lygend Resources & Technology (SEHK:2245) has called an Extraordinary General Meeting for December 19, 2025, to seek approval for related party transactions, a move that puts governance and transparency squarely in focus for shareholders. See our latest analysis for Lygend Resources & Technology. The governance spotlight from this Extraordinary General Meeting comes after a sharp run up, with the 188.52% year to date share price return and 147.95% one year total shareholder return suggesting...
SEHK:1093
SEHK:1093Pharmaceuticals

CSPC Pharmaceutical Group (SEHK:1093) Valuation After Dual China–US Trial Approvals for Obesity and Kidney Drug Candidates

CSPC Pharmaceutical Group (SEHK:1093) just cleared two regulatory hurdles, securing trial approvals in China and the US for first in class obesity and kidney disease candidates, giving investors fresh, data-driven reasons to revisit the stock. See our latest analysis for CSPC Pharmaceutical Group. These back to back trial greenlights land at a time when CSPC Pharmaceutical Group’s 1 year total shareholder return of 58.59 percent contrasts sharply with a weak 90 day share price return of...
SEHK:1133
SEHK:1133Electrical

Harbin Electric (SEHK:1133) Valuation Check After HSBC’s Bullish Call on Its Clean Power Role

HSBC Global Research has just spotlighted Harbin Electric (SEHK:1133), highlighting its role in nuclear and hydropower supply as China wrestles with energy oversupply and fast rising demand from AI driven data centers. See our latest analysis for Harbin Electric. The HSBC call lands on a stock that has already been on a tear, with a roughly 66% 3 month share price return and a near fivefold 1 year total shareholder return, suggesting momentum is still very much intact despite only modest...
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: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: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: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:9880
SEHK:9880Machinery

Assessing Ubtech Robotics (SEHK:9880) Valuation After Its HK$3.1 Billion Follow-On Equity Offering

Ubtech Robotics (SEHK:9880) has just wrapped up a HK$3.1 billion follow on equity offering at around HK$98.8 a share. This move reshapes its capital base and raises fresh growth capital. See our latest analysis for Ubtech Robotics. Since the follow on was first filed in late November, Ubtech Robotics' share price has risen to HK$116.1. The strong year to date share price return of 119.06% suggests momentum is still building, despite a softer 1 month share price return of 12.58% and a more...
SEHK:2883
SEHK:2883Energy Services

Did Scrapping Its Supervisory Committee Just Shift China Oilfield Services’ (SEHK:2883) Investment Narrative?

On December 2, 2025, China Oilfield Services Limited held its First Extraordinary General Meeting, where shareholders approved cancelling the Supervisory Committee and amending the Articles of Association. This governance overhaul signals a shift toward a leaner oversight framework that could alter how responsibilities, accountability, and risk controls are organized across the company. Next, we will examine how cancelling the Supervisory Committee may reshape China Oilfield Services’...
SEHK:1810
SEHK:1810Tech

Did Record Q3 2025 EV and Innovation Revenue Just Shift Xiaomi's (SEHK:1810) Investment Narrative?

In the third quarter of 2025, Xiaomi reported record-high results, with revenue from its smart electric cars and innovation business rising very large year over year. This surge in automotive and innovation revenue underlines how far Xiaomi’s efforts to diversify beyond smartphones and IoT have already reshaped its business mix. We’ll now examine how Xiaomi’s rapid smart electric car revenue growth may influence its investment narrative centered on ecosystem expansion. Trump's oil boom is...
SEHK:1398
SEHK:1398Banks

ICBC (SEHK:1398) Valuation After 2025 Interim Dividend Plan Clarifies Capital Returns and Payout Schedule

Industrial and Commercial Bank of China (SEHK:1398) just firmed up its 2025 interim profit distribution plan, locking in a cash dividend that clarifies near term yield, ex dividend timing and payout logistics for investors. See our latest analysis for Industrial and Commercial Bank of China. The dividend clarity comes on the back of a strong run, with Industrial and Commercial Bank of China’s share price up 30.5% year to date and supported by a 44.9% one year total shareholder return. This...
SEHK:966
SEHK:966Insurance

China Taiping (SEHK:966) Faces Major Fire Claims How Resilient Is Its Risk Management Strategy?

A deadly fire that previously ripped through seven high-rise towers in Hong Kong is expected to trigger a surge in insurance claims, with China Taiping Insurance (Hong Kong) reportedly exposed to more than US$200 million through coverage of the apartment complex and its renovation contractor. Fitch Ratings has indicated the incident is likely to temporarily lift the insurer’s combined ratio and modestly erode capital, but without jeopardizing its current credit rating. With this backdrop,...