SEHK:2331
SEHK:2331Luxury

Li Ning (SEHK:2331): Assessing Valuation After Q3 2025 Earnings Call Spurs Investor Focus

Li Ning (SEHK:2331) just held its Q3 2025 earnings call, drawing focused attention from investors and analysts. These quarterly updates provide a revealing look at the company’s financial health and management’s outlook for the months ahead. See our latest analysis for Li Ning. Li Ning’s Q3 earnings call appears to have been a catalyst for movement, with the share price rising 1.75% on the day but pulling back 7.05% over the past week. While short-term volatility remains, the company’s total...
SEHK:9926
SEHK:9926Biotechs

Is Ivonescimab’s Phase III Success Transforming the Investment Case for Akeso (SEHK:9926)?

Summit Therapeutics recently announced that results from multiple Phase III trials of ivonescimab, a first-in-class bispecific antibody developed by Akeso for cancer treatment, were presented at major medical meetings and published in The Lancet, with strong positive findings for non-small cell lung cancer (NSCLC) patients in China. This clinical progress has already contributed to regulatory approval, imminent U.S. regulatory submission, and inclusion in China's National Reimbursement Drug...
SEHK:992
SEHK:992Tech

Is Lenovo a Bargain After AI Expansion Drives 16% Rally in 2025?

Ever wondered if Lenovo Group is truly a bargain, or if the market is missing something big? You are in the right place to dig into what is really driving value for this tech giant. Lenovo Group’s stock has been anything but flat, with a 16.0% year-to-date climb and an impressive 162.2% gain over the last five years, though it dipped -1.4% this week as the market recalibrated expectations. Global headlines have swirled around Lenovo's expansion in AI-powered devices and fresh investment in...
SEHK:1952
SEHK:1952Biotechs

What Everest Medicines (SEHK:1952)'s Exclusive VIS-101 Ophthalmology License Means for Shareholders

In late October 2025, Everest Medicines announced it had acquired an exclusive license to develop, manufacture, and commercialize VIS-101, a bifunctional biologic for wet AMD, diabetic macular edema, and retinal vein occlusion, in Greater China, Singapore, South Korea, and Southeast Asia through a collaboration with Visara, Inc. This marks Everest Medicines' entry into ophthalmology, adding a late-stage asset expected to be Phase-3-ready in 2026 and enhancing its portfolio diversification...
SEHK:267
SEHK:267Industrials

CITIC (SEHK:267) Earnings Forecast: Profit Growth to Outpace Market Despite Revenue Decline

CITIC (SEHK:267) posted a net profit margin of 6.1%, just below last year’s 6.2%, while earnings grew 1.9% over the past year, beating its five-year average growth of 1.4% per year. Despite forecasts for revenue to fall by 6.1% per year over the next three years, the company’s earnings are projected to rise by 12.93% per year, edging out the broader Hong Kong market’s 12% growth forecast. With shares trading at HK$12.02, which is markedly below the estimated fair value, investors are likely...
SEHK:66
SEHK:66Transportation

How MTR’s US$25 Billion Debt Programme May Shape Financial Flexibility for Investors (SEHK:66)

MTR Corporation Limited recently announced a US$25 billion debt issuance programme with an application for listing on the Hong Kong Stock Exchange, available for 12 months from October 31. This substantial planned capital raise highlights MTR's intent to secure funding for future development, operational support, or potential refinancing amid changing market conditions. We'll assess how this significant debt programme may influence MTR's future financial flexibility and reshape its long-term...
SEHK:9676
SEHK:9676Food

Why Shiyue Daotian Group (SEHK:9676) Is Up 10.4% After Q3 Profit Surges on Marketing Success

Shiyue Daotian Group Co., Ltd. reported substantial year-on-year growth in the third quarter of 2025, with revenues rising by more than 25% and operational profits increasing by over 70% compared to the same period last year. These improvements were driven by the launch of ‘Fresh Rice Season’ marketing activities, which strengthened the brand and expanded the company’s retail and instant retail presence. We’ll examine how Shiyue Daotian Group’s effective marketing push and rapid profit...
SEHK:857
SEHK:857Oil and Gas

What PetroChina (SEHK:857)'s Lower Q3 Earnings and Governance Shift Mean For Shareholders

PetroChina Company Limited recently reported its third-quarter and nine-month earnings results, showing that for the quarter ended September 30, 2025, sales reached CNY 719.16 billion while net income was CNY 42.29 billion, both slightly lower than the previous year. An additional development sees PetroChina proposing amendments to its governance structure, including abolishing the supervisory committee at its upcoming December 2025 EGM. We’ll explore how the recent earnings release and...
SEHK:2618
SEHK:2618Logistics

Will Southeast Asia Expansion and Deppon Updates Change JD Logistics' (SEHK:2618) Narrative?

JD Logistics recently announced that its board will convene on November 13, 2025, to review and approve unaudited results for the third quarter ended September 30, 2025, while its supply chain arm JoyLogistics introduced integrated delivery and installation services for bulky items in Malaysia and Singapore. This expansion into Southeast Asia, coupled with operational updates for its key subsidiary Deppon, draws attention to both growth opportunities and ongoing challenges for JD Logistics...
SEHK:579
SEHK:579Renewable Energy

Beijing Jingneng Clean Energy (SEHK:579): Expanding Margins Reinforce Investor Optimism Despite Slower Growth

Beijing Jingneng Clean Energy (SEHK:579) posted stable earnings, with average earnings growth of 6.5% per year over the past five years and net profit margins improving from 14.4% to 14.9%. Earnings growth for the most recent year came in at 5.8%, slightly below the company’s longer-term pace. Future earnings are forecast to increase 8.43% per year and revenue is expected to grow at 3.7% per year. Investors will likely focus on the company’s steady profit and revenue performance, as well as...
SEHK:1798
SEHK:1798Renewable Energy

Datang Renewable (SEHK:1798) Margin Compression Tempers Bullish Growth Narrative Despite 19% Earnings Forecast

China Datang Corporation Renewable Power (SEHK:1798) is guiding for earnings growth of about 19% annually, easily outpacing both the Hong Kong market’s 12% average and the expected 8.6% for market revenue. The company’s current net profit margin sits at 13.2%, a compression from last year’s 14.9%, while average annual earnings growth over the past five years has been 7.9%. With these numbers illustrating robust forward expectations but pointing to mixed margin dynamics, investors are...
SEHK:1368
SEHK:1368Luxury

Should Xtep International Holdings' (SEHK:1368) Convertible Bond Adjustment After Dividend Prompt a Closer Look From Investors?

Xtep International Holdings Limited recently adjusted the conversion prices of its 2021, 2024, and 2025 Convertible Bonds following the declaration and payment of its 2025 Interim Dividend, with these changes already put into effect. This move modifies the conversion terms for bondholders, which could affect future capital structure decisions and influence the investment preferences of existing and potential stakeholders. We will explore how the adjustment of convertible bond conversion...