SEHK:696
SEHK:696Hospitality

Evaluating TravelSky Technology (SEHK:696)’s Valuation After Jiang Bo’s Election as Chairman and Executive Director

TravelSky Technology (SEHK:696) just handed Jiang Bo the keys, elevating him to executive director, board chairman, and head of key committees after shareholders approved resolutions at an Extraordinary General Meeting. See our latest analysis for TravelSky Technology. The leadership reshuffle lands at a time when momentum is quietly improving, with a year to date share price return of 8.73% and a 1 year total shareholder return of 6.00%, even though longer term total shareholder returns...
SEHK:1209
SEHK:1209Real Estate

Valuation Check on China Resources Mixc Lifestyle Services (SEHK:1209) After Major CR Land Services Framework Renewal Approval

China Resources Mixc Lifestyle Services (SEHK:1209) just received overwhelming independent shareholder approval to renew and expand its commercial operational services framework with CR Land, effectively locking in a major stream of related party service revenue. See our latest analysis for China Resources Mixc Lifestyle Services. The market seems to be recognising that this renewed framework helps de risk future revenue. With the share price at HK$43.56 and a strong year to date share price...
SEHK:9999
SEHK:9999Entertainment

NetEase (SEHK:9999): Valuation Check After China Gaming Revenues Hit Record Highs and Overseas Growth Accelerates

China's video game market just logged record revenue, growing about 8% this year as domestic hits from Tencent and NetEase (SEHK:9999) gained traction overseas, especially on mobile and AI enhanced titles. See our latest analysis for NetEase. NetEase's share price has pulled back from recent highs, with a 90 day share price return of negative 8.38%. However, the year to date share price return of 56.04% and three year total shareholder return of 102.88% still point to strong, longer term...
SEHK:2628
SEHK:2628Insurance

Evaluating China Life Insurance (SEHK:2628)’s Valuation After RMB5 Billion Real Estate Commitment

China Life Insurance (SEHK:2628) has been back on investors’ radar after committing an extra RMB5 billion to its flagship real estate partnership, tightening the link between its investment portfolio and long term insurance liabilities. See our latest analysis for China Life Insurance. The extra commitment to its Beijing real estate project comes on top of November’s strong premium update and tighter asset management governance. The market has taken notice, with the share price at HK$28.8 and...