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...