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...
SEHK:1277
SEHK:1277Oil and Gas

Kinetic Development Group (SEHK:1277) Valuation in Focus After Raising Stake in MC Mining

Kinetic Development Group (SEHK:1277) has raised its stake in MC Mining to over 40% by completing its share subscriptions. This move highlights its long-term commitment to the Makhado Project in South Africa. The company now plans to push its holding toward 51%, signaling ongoing interest in MC Mining’s future growth prospects. See our latest analysis for Kinetic Development Group. Kinetic’s ongoing investment push comes as share price momentum quietly builds, with a 1-month share price...
SEHK:1211
SEHK:1211Auto

BYD (SEHK:1211) Margin Compression Raises Fresh Doubts on Quality of Earnings Growth Narrative

BYD (SEHK:1211) reported five-year annualized earnings growth of 47.1%, while more recent annual growth sits at 13.1%. With earnings projected to climb 18.84% per year and revenue expected to increase by 12.4% annually, both outpacing Hong Kong market averages, investors are watching these growth metrics closely. Net profit margins came in at 4.6%, down a touch from last year’s 5%, reflecting ongoing pressure but leaving room for optimism about forward momentum. See our full analysis for...
SEHK:1299
SEHK:1299Insurance

AIA Group (SEHK:1299) Is Up 6.2% After Record 25% Q3 New Business Growth—Has the Bull Case Changed?

AIA Group Limited recently reported a record 25% rise in its third-quarter 2025 value of new business, with double-digit growth led by Hong Kong, Mainland China, ASEAN, and India. This result was driven by a record agency value of new business and an 18% increase in recruitment, reflecting the company's strong distribution capabilities in Asian markets. We'll examine how AIA Group's record growth in new business value influences its investment outlook and long-term earnings narrative. These...
SEHK:1801
SEHK:1801Biotechs

How Surging Revenue and Mazdutide’s Phase 3 Success at Innovent Biologics (SEHK:1801) Has Changed Its Investment Story

Innovent Biologics recently reported third quarter 2025 product revenue exceeding RMB 3.3 billion, achieving around 40% year-on-year growth driven by both oncology and newly launched biomedicine therapies, including mazdutide and SINTBILO®. The company also announced positive Phase 3 results for mazdutide, showing it surpassed semaglutide in both glycemic and weight reduction outcomes for Chinese patients with type 2 diabetes and obesity, highlighting a potential new-generation treatment...
SEHK:2338
SEHK:2338Machinery

Weichai Power (SEHK:2338) Margin Gains Reinforce Value Narrative, Dividend Sustainability Still Questioned

Weichai Power (SEHK:2338) reported another year of earnings growth, with net profit margins improving to 5.3% from 5.1% and annual earnings rising by 8.8%, outpacing its five-year average of 5.6% a year. Looking ahead, forecasts point to annual earnings growth of 10.92% and revenue gains of 5.8% per year. Trading at a price-to-earnings ratio of 10.6x, which stands below both the peer average and industry levels, the stock offers investors a margin story supported by solid profitability...
SEHK:1093
SEHK:1093Pharmaceuticals

Assessing CSPC Pharmaceutical Group (SEHK:1093) Valuation After Latest Regulatory Milestones and R&D Pipeline Advances

CSPC Pharmaceutical Group (SEHK:1093) has just made headlines with two R&D milestones. Its JSKN003 therapy gained Breakthrough Therapy Designation for advanced colorectal cancer, and SYH2061 secured clearance for clinical trials in China. See our latest analysis for CSPC Pharmaceutical Group. After a stellar run earlier this year, CSPC Pharmaceutical Group’s share price recently cooled off, dropping 18.4% over the past month and 22.7% in the last 90 days. Still, its year-to-date share price...