SEHK:2600
SEHK:2600Metals and Mining

How Board Changes at Aluminum Corp of China (SEHK:2600) Raise Questions About Its Global Sourcing Strategy

On October 31, 2025, Aluminum Corporation of China announced the immediate resignation of Mr. Li Xiehua from his Board and committee roles, citing work requirements, with no disagreements or outstanding concerns reported. This development comes amid significant changes in Guinea’s bauxite sector, where tougher local refining mandates and revoked mining concessions are shifting global supply chains for aluminum producers. We’ll explore how Guinea’s push for domestic alumina processing could...
SEHK:1302
SEHK:1302Medical Equipment

LifeTech Scientific (SEHK:1302): Valuation Insights Following China Approval of G-BranchTM Stent Graft System

LifeTech Scientific (SEHK:1302) has received official approval from the China National Medical Products Administration for its G-BranchTM thoracoabdominal artery stent graft system. This marks a major regulatory milestone for the company and its medical device portfolio. See our latest analysis for LifeTech Scientific. Even with this breakthrough regulatory approval, LifeTech Scientific’s stock has experienced some choppiness in recent months. While the 1-year total shareholder return sits at...
SEHK:981
SEHK:981Semiconductor

Strong Revenue and Profit Growth Might Change the Case for Investing in SMIC (SEHK:981)

Semiconductor Manufacturing International Corporation recently announced earnings for the nine months ended September 30, 2025, reporting sales of CNY 49.51 billion and net income of CNY 3.82 billion, both higher than the same period last year. This strong financial result reflects improved business performance and suggests the company may be benefiting from rising demand and operational efficiencies. We'll examine how this substantial revenue and profit growth could influence key elements...
SEHK:6881
SEHK:6881Capital Markets

China Galaxy Securities (SEHK:6881): Valuation Insights Following Dividend Payout and Major Governance Changes

China Galaxy Securities (SEHK:6881) has drawn investor attention with its announcement of a sizable interim cash dividend for the first half of 2025, as well as key governance changes approved at its recent EGM. See our latest analysis for China Galaxy Securities. China Galaxy Securities’ latest moves land amid an impressive run for shareholders, with a 63.75% year-to-date share price return and a 57.70% total shareholder return over the past year. While momentum has cooled in the short term,...
SEHK:688
SEHK:688Real Estate

China Overseas Land (SEHK:688) Faces 55% Drop in Sales—What Does This Mean for Its Growth Story?

China Overseas Land & Investment Limited announced that in October 2025, contracted property sales fell to approximately RMB 18.66 billion, marking a 55.1% decrease year-on-year, with sales area down by 40%. This significant sales slowdown also contributed to a 21.3% year-on-year decline in accumulated contracted sales for the first ten months of 2025, highlighting pressure on the company's property development business. We will explore how the sharp drop in contracted sales shapes China...
SEHK:3738
SEHK:3738Software

Vobile Group (SEHK:3738): Valuation Insights Following Strong AI-Driven Quarterly Growth

Vobile Group (SEHK:3738) released its latest quarterly results on November 5, highlighting a 27% rise in revenue and 28% growth in monthly recurring revenue as the company sharpens its digital platform and AI strategy. See our latest analysis for Vobile Group. Vobile Group’s recent quarterly surge arrives after a year of powerful gains, with its total shareholder return climbing 36.6% over twelve months. This outpaces the share price’s year-to-date jump of nearly 30%. While shares faced some...
SEHK:1797
SEHK:1797Consumer Retailing

East Buy Holding (SEHK:1797): Evaluating Valuation After Strategic Cash Deployment with Leading Chinese Banks

East Buy Holding (SEHK:1797) recently made headlines by subscribing to wealth management products from China Guangfa Bank and China Merchants Bank. This move highlights their strategic approach to managing surplus cash. See our latest analysis for East Buy Holding. Momentum has cooled for East Buy Holding, with a 1-month share price return of -12.62% and a steep 3-month decline. This comes even as investor interest in undervalued Asian stocks grows. Still, shareholders have seen a stellar...
SEHK:3988
SEHK:3988Banks

Will New Board Appointments Reshape Bank of China’s (SEHK:3988) Approach to Governance and Oversight?

Bank of China recently announced its updated Board of Directors, with Ge Haijiao as Chairman, and revealed the appointment of Mr. Woo Chin Wan Raymond as Independent Non-executive Director from November 7, 2025, following approval from regulators. This focused addition to the board and new committee structure signals the bank’s push to strengthen governance, oversight, and operational effectiveness amid a changing regulatory landscape. We’ll examine how the appointment of a new Independent...
SEHK:1801
SEHK:1801Biotechs

Encouraging Early Data for IBI3016 Could Be a Game Changer for Innovent Biologics (SEHK:1801)

Innovent Biologics and SanegeneBio recently reported encouraging preliminary results from the first-in-human Phase 1 trial of IBI3016, an experimental siRNA therapy for hypertension, at the 2025 American Heart Association conference. The study showed favorable safety, sustained AGT inhibition, and early antihypertensive effects, underscoring potential progress for innovative treatments in a large unmet market. We'll look at how promising early clinical results with IBI3016 may reshape...
SEHK:1508
SEHK:1508Insurance

How Investors Are Reacting To China Reinsurance (SEHK:1508) Overhaul of Corporate Governance Structure

China Reinsurance (Group) Corporation recently held a board meeting approving substantial amendments to its Articles of Association, driven by changes in Chinese company law and regulatory requirements, including the planned removal of its board of supervisors and updates to compliance and shareholder governance. This restructuring signals a shift in corporate governance, as oversight functions will transition from the board of supervisors to the audit committee, potentially impacting...
SEHK:1347
SEHK:1347Semiconductor

How Investors May Respond To Hua Hong Semiconductor (SEHK:1347) Leadership Consolidation and Strategic Overhaul

Hua Hong Semiconductor recently announced significant leadership changes, with Mr. Peng Bai, the current president, appointed as chairman of the Board and chairman of the nomination committee, while Mr. Junjun Tang resigned from his roles as executive director and chairman, effective October 31, 2025. The consolidation of leadership under Mr. Bai is intended to leverage his semiconductor sector expertise, streamline decision-making, and enhance execution of company strategies during a period...
SEHK:2096
SEHK:2096Pharmaceuticals

Simcere (SEHK:2096) Valuation Spotlight After SIM0278 Advances to Phase II Trials for Atopic Dermatitis

Simcere Pharmaceutical Group (SEHK:2096) has kicked off Phase II clinical trials in China for SIM0278, its IL-2 mutant fusion protein targeting moderate to severe atopic dermatitis. The new study highlights advances in selective immune therapies. See our latest analysis for Simcere Pharmaceutical Group. Momentum has been surging for Simcere Pharmaceutical Group lately, with the stock posting a 1-day share price return of 7.52% and an 18.01% gain over the past month. Its year-to-date share...
SEHK:1729
SEHK:1729Electrical

Time Interconnect Technology (SEHK:1729): Examining Valuation After Major Supply Agreement Extensions and Increased Capacity

Time Interconnect Technology (SEHK:1729) has updated its agreements with Luxshare Precision and BCS, extending contract terms and increasing annual supply limits. These changes, scheduled to take effect in January 2026, are intended to support growing demand and strengthen shareholder alignment. See our latest analysis for Time Interconnect Technology. The recent contract updates arrive as the stock enjoys significant upward momentum, with a year-to-date share price return of 251.85% and an...
SEHK:1070
SEHK:1070Consumer Durables

Assessing TCL Electronics (SEHK:1070) Valuation as Momentum Builds in Consumer Electronics Sector

TCL Electronics Holdings (SEHK:1070) closed at HK$9.95, maintaining steady momentum over the past month. Investors have observed a gradual climb as the company’s stock gained 7% across the last week, which reflects renewed interest in the consumer electronics sector. See our latest analysis for TCL Electronics Holdings. The recent rally is part of a larger trend, as TCL Electronics’ solid 1-year total shareholder return of 103% and a sharp year-to-date share price gain of almost 60% show that...
SEHK:6181
SEHK:6181Luxury

Why Laopu Gold (SEHK:6181) Is Up 7.2% After HSBC Endorses Its Growing Luxury Market Share

Earlier this week, HSBC initiated coverage on Laopu Gold with a Buy rating, recognizing the company's emergence as a competitive force in the Chinese luxury market. An interesting aspect is Laopu Gold’s estimated 16% market share in mainland China’s high-end jewelry segment for 2024, reflecting rapid expansion against major international rivals. We’ll examine how Laopu Gold’s boutique exclusivity and growing market share shape its investment narrative amid increasing industry...
SEHK:6682
SEHK:6682Software

Asian Market Picks: 3 Stocks That Might Be Trading Below Intrinsic Value Estimates

As the Asian markets navigate a landscape marked by easing U.S.-China trade tensions and a cautiously optimistic outlook, investors are increasingly on the lookout for opportunities that might be trading below their intrinsic value estimates. In this environment, identifying stocks with strong fundamentals and potential for growth can provide a strategic advantage in building a resilient portfolio.
SEHK:2727
SEHK:2727Electrical

Will Shanghai Electric Group’s (SEHK:2727) Fusion Milestone Redefine Its Global Clean Energy Ambitions?

Shanghai Electric has announced key milestones in controlled nuclear fusion, including the delivery of the world’s largest toroidal field coil case and the arrival of magnet cold-test cryostat equipment at the ITER project site in France. These breakthroughs highlight China’s expanding role in the global fusion supply chain and set new international engineering benchmarks for manufacturing ultra-large core components. We'll explore how recent advancements in delivering critical fusion...