SEHK:16
SEHK:16Real Estate

What Sun Hung Kai Properties (SEHK:16)'s Affirmed 'A' Fitch Rating Means For Shareholders

Fitch Ratings recently affirmed Sun Hung Kai Properties Limited’s Long-Term Issuer Default Rating at ‘A’ with a Stable Outlook, citing the strength of its large, high-quality Hong Kong investment property portfolio and resilient recurring income despite office-sector pressures. This affirmation highlights how the company’s prudent financial management and healthy leverage are helping it maintain credit strength even as parts of the local property market face headwinds. We’ll now examine how...
SEHK:17
SEHK:17Real Estate

Does Elevating China Chief Chan Yiu-Ho to the Board Change New World Development’s Bull Case (SEHK:17)?

On 12 December 2025, New World Development announced that Chan Yiu-Ho, CEO of New World China Land, had joined its board as an executive director, formalizing his influence over the group’s China portfolio. This board appointment brings the company’s mainland China operations closer to the core decision-making table, potentially reshaping how capital, risk and management attention are allocated between Hong Kong and the mainland. With Chan Yiu-Ho now on the board, we’ll examine how this...
SEHK:1530
SEHK:1530Biotechs

Why 3SBio (SEHK:1530) Is Down 10.1% After HK$3.12 Billion Follow-on Equity Offering And Portfolio Shift

3SBio Inc. recently completed a follow-on equity offering of HK$3.12 billion via a subsequent direct listing, issuing 105,169,500 ordinary shares at HK$29.62 each. The fundraise, paired with the planned divestment of its cash-generating hair-loss unit, underlines 3SBio’s push to become a focused innovator in late-stage biopharmaceuticals. With the shares posting a 10.14% seven-day decline, we’ll explore how this capital raise and portfolio refocus reshape 3SBio’s investment narrative. Find...
SEHK:386
SEHK:386Oil and Gas

Assessing Sinopec (SEHK:386)’s Valuation as Gas Demand Recovers and CCUS Expansion Shapes Its Transition Story

China Petroleum & Chemical (SEHK:386) is back in focus as China’s natural gas demand is projected to grow 5% next year, while Sinopec scales up carbon capture projects and explores new CCUS partnerships. See our latest analysis for China Petroleum & Chemical. Those CCUS moves and the improving gas demand backdrop seem to be nudging sentiment in Sinopec’s favor, with the share price at HK$4.42 and a 90 day share price return of 4.74%. The five year total shareholder return of 102.74% suggests...
SEHK:3898
SEHK:3898Machinery

Is Zhuzhou CRRC Times Electric’s 2026–2028 CRRC Supply Pacts Recasting Its Role in Rail Ecosystem (SEHK:3898)?

Earlier today, Zhuzhou CRRC Times Electric held its first extraordinary general meeting of 2025, where shareholders approved a 2026–2028 mutual supply agreement with CRRC Group and confirmed a renewed 2026–2028 mutual supply framework with Qingdao Company for continuing connected transactions in rail transit electrical systems. These long-term connected transaction agreements formalize how Zhuzhou CRRC Times Electric will source and supply critical components within the CRRC ecosystem,...
SEHK:2007
SEHK:2007Real Estate

Country Garden (SEHK:2007) Leadership Shake-Up Sparks Fresh Look at Its Depressed Price-to-Sales Valuation

Country Garden Holdings (SEHK:2007) just reshuffled its top ranks, moving long time president Mo Bin into a co chairman role while elevating Cheng Guangyu to president, paired with fresh November sales figures. See our latest analysis for Country Garden Holdings. Even with the leadership reshuffle and November’s RMB 2.35 billion in attributable contracted sales, sentiment remains fragile. A 1 month share price return of negative 11.11% and a 5 year total shareholder return of negative 94.76%...
SEHK:3328
SEHK:3328Banks

How Investors Are Reacting To Bank of Communications (SEHK:3328) Capital Raise and Interim Dividend Decision

Bank of Communications Co., Ltd. recently approved a 2025 interim cash dividend of RMB1.563 per 10 shares and updated its interim dividend distribution arrangements, while also clarifying withholding tax rules for different categories of shareholders. In parallel, the bank completed a very large capital increase to RMB88.36 billion through the issuance of over 14 billion new A Shares, which can reinforce its regulatory capital base and support future business growth. We’ll examine how the...
SEHK:1810
SEHK:1810Tech

How Investors Are Reacting To Xiaomi (SEHK:1810) Embedding Stablecoin Payments And Crypto Wallets In New Phones

In December 2025, Sei announced a major initiative with Xiaomi to pre-install a next-generation crypto wallet and discovery app on all new Xiaomi smartphones sold outside mainland China and the US, and to enable stablecoin payments for Xiaomi products across its global retail and digital ecosystem. This collaboration could act as a large-scale on-ramp to web3 for millions of users in regions where Xiaomi dominates smartphone share, such as Greece and India, while embedding blockchain...
SEHK:1811
SEHK:1811Renewable Energy

Assessing CGN New Energy (SEHK:1811)’s Valuation After November’s 28% Power Generation Jump

CGN New Energy Holdings (SEHK:1811) just posted a 28% jump in November power generation versus last year, mainly from solar and Korean projects, even though output for the year to date is slightly lower. See our latest analysis for CGN New Energy Holdings. The market seems to be noticing this pickup in operational momentum. The share price is at HK$2.78 and a strong year to date share price return of 18.8 percent supports a robust 5 year total shareholder return of 180 percent, which signals...
SEHK:700
SEHK:700Interactive Media and Services

How Investors Are Reacting To Tencent Holdings (SEHK:700) Esports Record And MiniMax AI IPO Plans

Tencent recently co-hosted the KPL 2025 Grand Finals in Beijing’s National Stadium with Hero Esports, setting a Guinness World Record for single-event esports attendance with 62,196 fans, while another Tencent-backed company, AI start-up MiniMax, has moved ahead with plans to use its proposed Hong Kong IPO proceeds to fund research and development. Together, these developments highlight Tencent’s broad reach across competitive AI and mobile gaming, reinforcing its influence in both global...
SEHK:2367
SEHK:2367Personal Products

Giant Biogene Holding (SEHK:2367): Valuation Check After New Buyback Plan and Fresh Broker Buy Ratings

Giant Biogene Holding (SEHK:2367) has put itself back on investors radar with a fresh share repurchase plan, paired with supportive calls from major brokerages that frame the stock as a value opportunity. See our latest analysis for Giant Biogene Holding. The buyback and upbeat broker coverage arrive after a tough stretch, with a 90 day share price return of negative 44.37 percent and a one year total shareholder return of negative 30.48 percent. This suggests momentum may be stabilising...
SEHK:3
SEHK:3Gas Utilities

Hong Kong and China Gas (SEHK:3) Valuation After Major AWS Cloud and AI Modernization Drive

Hong Kong and China Gas (SEHK:3) just pushed a big chunk of its core infrastructure onto Amazon Web Services with partner eCloudvalley, aiming for up to 40% lower IT costs and 99.99% uptime on mission critical systems. See our latest analysis for Hong Kong and China Gas. The HK$7.18 share price has held up reasonably well this year, with a 17.5% year to date share price return and a 24.8% one year total shareholder return suggesting improving sentiment as investors warm to its gradual...
SEHK:291
SEHK:291Beverage

How ESG-Linked Incentives and Awards Could Reshape China Resources Beer (SEHK:291)'s Long-Term Investment Story

China Resources Beer (Holdings) Company Limited was recently named a winner for both Corporate Governance and ESG Excellence Awards at the 2025 Hong Kong Corporate Governance and ESG Excellence Awards, reflecting independent recognition of its governance structures and sustainability focus. The awards highlight how China Resources Beer is tying ESG performance to management incentives and actively addressing climate change, underlining an emphasis on long-term value creation and risk...
SEHK:1211
SEHK:1211Auto

Is New Mexico Tariff Shock And BYD Audio Deal Altering The Investment Case For BYD (SEHK:1211)?

Stingray announced a co-branded in-car audio service, BYD Audio by Stingray, while Mexico approved new tariffs of up to 50% on Chinese-made vehicles and auto parts, directly affecting BYD’s export prospects to that market. Together, these developments highlight how BYD is enhancing its in-vehicle experience through global partnerships even as it confronts rising trade barriers in important overseas markets. Next, we will examine how Mexico’s new tariffs on Chinese autos could influence BYD’s...
SEHK:1099
SEHK:1099Healthcare

Sinopharm Group (SEHK:1099): Valuation Check After Renewing Shanghai Henlius Distribution Partnership

Sinopharm Group (SEHK:1099) is back in focus after Shanghai Henlius Biotech moved to renew their long running distribution framework, extending Sinopharm’s role in distributing Henlius products from 2026 through 2028. See our latest analysis for Sinopharm Group. The renewed Henlius deal lands while Sinopharm’s HK$20.36 share price has seen a modest 1 day share price return of 1.09% but a softer 30 day share price return of 4.77%, with a more reassuring 5 year total shareholder return of...
SEHK:1928
SEHK:1928Hospitality

How Investors May Respond To Sands China (SEHK:1928) Citi’s Macau Outlook And ESG Partnership Push

Recently, Citi Research projected solid growth in Macau’s 2026 gross gaming revenue and industry EBITDA, highlighting Sands China as the sector’s top pick with an expected market share gain. Separately, Sands China continued its 12-year partnership with Clean the World by mobilizing 330 volunteers at The Venetian Macao to assemble 30,000 hygiene kits, underscoring how its social impact work sits alongside its core gaming operations. Against this backdrop, we’ll explore how Citi’s upbeat...