SEHK:1811
SEHK:1811Renewable Energy

CGN New Energy (SEHK:1811) Valuation Spotlight: Leadership Changes and Mixed Power Output Shape Investor Outlook

CGN New Energy Holdings (SEHK:1811) caught investors’ eyes after the resignation of President and executive Director Li Guangming. This move comes just days after the company reported a drop in power generation for both wind and hydro projects. See our latest analysis for CGN New Energy Holdings. CGN New Energy Holdings’ share price has picked up speed in 2025, closing at HK$2.83 after building on positive momentum from the past several months. Despite leadership changes and a dip in...
SEHK:1651
SEHK:1651Machinery

A Fresh Look at Precision Tsugami (China) (SEHK:1651) Valuation Following Profit Surge on Manufacturing Rebound

Precision Tsugami (China) (SEHK:1651) just released an earnings update, reporting a 48% jump in profit for the past six months. This surge was driven by China’s manufacturing rebound and increased demand from sectors such as new energy vehicles and AI. See our latest analysis for Precision Tsugami (China). Precision Tsugami (China)’s surge in profitability has caught the market’s attention. Its 1-day share price return was 7.24%, pushing the stock to $37.64. The stock has notched an...
SEHK:737
SEHK:737Infrastructure

Shenzhen Investment Holdings Bay Area Development (SEHK:737) Margin Improvement Challenges Ongoing Profit Decline Narrative

Shenzhen Investment Holdings Bay Area Development (SEHK:737) posted a net profit margin of 59.3%, up from last year’s 56.6%, showing improved margin performance. Over the last five years, however, earnings have fallen by 12.4% per year, and recent earnings growth remains negative. With shares currently priced at HK$1.82, which is below the estimated fair value of HK$2.56, but trading at a premium P/E of 10.9x versus industry and peer averages, investors are weighing a mix of high-quality...
SEHK:3690
SEHK:3690Hospitality

Meituan (SEHK:3690): Revisiting Valuation After Competitive Pressures Hit Profits and Spark AI, Global Expansion Bets

Meituan (SEHK:3690) is under pressure after reporting higher net losses, as fierce competition in the food delivery market squeezes profits. Recent efforts to invest in AI and expand internationally are drawing attention from investors. See our latest analysis for Meituan. Despite the company’s ambitious jumps into AI and global expansion, Meituan’s 1-year total shareholder return is a steep -45.59%, with momentum still clearly under pressure after a year-to-date share price return of -33.2%...
SEHK:1519
SEHK:1519Logistics

J&T Global Express (SEHK:1519): Valuation in Focus After Strong Parcel Growth and Expansion Success

J&T Global Express (SEHK:1519) just announced third-quarter operating results that put growth in focus. Total parcel volume climbed 23% from last year, and daily volumes averaged 83.4 million, outpacing market expectations. See our latest analysis for J&T Global Express. The upbeat shipment growth has clearly caught investors’ attention, with a striking year-to-date share price return of 77.8% reflecting both the company’s accelerating volumes and renewed confidence in its expansion strategy...
SEHK:9992
SEHK:9992Specialty Retail

Pop Mart (SEHK:9992): Assessing Valuation After Exceptional Q3 Global Revenue Growth

Pop Mart International Group (SEHK:9992) delivered impressive third-quarter 2025 results, with sales surging 245% to 250% from a year earlier. Gains were strong in both China and overseas markets. See our latest analysis for Pop Mart International Group. Despite the impressive 245% to 250% third-quarter revenue surge, Pop Mart International Group’s shares have recently pulled back, falling nearly 12% over the past month. That said, momentum remains remarkable in the bigger picture, with a...
SEHK:1313
SEHK:1313Basic Materials

China Resources Cement (SEHK:1313) One-Off CN¥257.5m Loss Challenges Earnings Recovery Narrative

China Resources Building Materials Technology Holdings (SEHK:1313) reported a one-off loss of CN¥257.5 million over the twelve months to 30th September 2025, which dragged its net profit margin down to 1%, compared to 1.4% last year. Over the last five years, earnings have declined at an average rate of 60.9% per year, with earnings growth turning negative in the latest period. This has pushed recent performance far below its longer-term trends. Despite these setbacks, analyst forecasts point...
SEHK:2689
SEHK:2689Forestry

Nine Dragons Paper (SEHK:2689) Profit Margins Double, Reinforcing Bullish Earnings Narratives

Nine Dragons Paper (Holdings) (SEHK:2689) reported a net profit margin of 2.8%, up from 1.3% the previous year, with earnings growth of 135.4% over the last twelve months. While revenue is forecast to grow by 5.3% per year and earnings are expected to increase by 20.3% annually, these figures show the company’s earnings momentum now outpacing the Hong Kong market average. For investors, the key story is accelerating profit improvement alongside robust earnings quality. However, questions...
SEHK:1088
SEHK:1088Oil and Gas

China Shenhua Energy (SEHK:1088) Revenue Growth Trails Market, Challenging Bullish Valuation Narratives

China Shenhua Energy (SEHK:1088) reported annual revenue growth of 1.5%, trailing behind the broader Hong Kong market’s 8.6% growth rate. EPS trends have come under pressure, with a 7% compound annual growth rate over five years giving way to negative earnings growth in the past year and forecasts pointing to a 1% annual decline over the next three years. Despite net profit margins holding steady at 17.6%, just shy of last year's 17.7%, the latest results highlight a challenging outlook and...
SEHK:488
SEHK:488Real Estate

Lai Sun Development (SEHK:488) Losses Accelerate, Sustaining Deep Discount and Bearish Market Narrative

Lai Sun Development (SEHK:488) remains unprofitable, with losses accelerating at an average rate of 4.2% per year over the last five years. Net profit margins have stalled with no visible improvement, and earnings growth was not measurable due to persistent unprofitability. With profits showing no signs of acceleration and no evidence of meaningful past earnings quality, investors are left with a stock trading at a price-to-sales ratio of just 0.2x, which is far below both the industry and...
SEHK:3323
SEHK:3323Basic Materials

China National Building Material (SEHK:3323) Earnings Surge 630.7%, Challenging Bearish Narratives on Profitability

China National Building Material (SEHK:3323) delivered a striking 630.7% earnings growth over the past year, rebounding after averaging a 35.5% annual decline for the prior five years. Net profit margins also climbed sharply, moving from 0.4% a year ago to 3.3%. Despite this headline improvement, current forecasts point to a 0.6% annual decline in future earnings and a modest 3.2% revenue growth rate. Both figures trail the broader Hong Kong market. See our full analysis for China National...
SEHK:1398
SEHK:1398Banks

Assessing ICBC’s Fair Value After Recent 25% Share Price Surge in 2025

If you have been watching Industrial and Commercial Bank of China lately, you are not alone. Plenty of investors are eyeing this financial giant while weighing whether it is time to buy, hold, or take profits. After all, the stock has climbed an impressive 25.2% year-to-date, and a cool 35.9% over the past twelve months. Zoom out even further and the numbers get even more interesting: shares have nearly doubled over five years, returning 99.4%, with a three-year surge of 109.4%. That kind of...
SEHK:3988
SEHK:3988Banks

Where Does Bank of China Stand After a 23.8% Stock Price Surge in 2025?

If you’re eyeing Bank of China right now, you’re not alone. With sizable moves in its share price lately and some headlines stirring up investor sentiment, it’s a stock worth a closer look. Over the past week, Bank of China’s shares have crept up 2.6%, contributing to a sturdy 23.8% climb over the last year and an impressive 163.2% surge in the past five years. Those kinds of returns don’t just happen by accident. Clearly, something is shifting in how investors perceive the risks and...
SEHK:388
SEHK:388Capital Markets

Have Recent Connect Scheme Changes Made HKEX Too Pricey for Investors in 2025?

If you’re eyeing Hong Kong Exchanges and Clearing (HKEX) and wondering what comes next, you’re not alone. This is the type of stock that draws in both long-term investors hunting for steady growth and active traders hoping for short-term moves. Over the past year, HKEX has delivered a 39.1% gain, with a 104.0% total return over three years. These figures catch the attention of any market watcher. However, the journey has not been a straight climb; the past month saw a dip of 3.6%, and the...
SEHK:338
SEHK:338Chemicals

Sinopec Shanghai Petrochemical (SEHK:338) Forecasts 117.7% Earnings Growth, Challenging Value Narrative

Sinopec Shanghai Petrochemical (SEHK:338) remains unprofitable, with annual losses worsening at a rate of 35.6% over the last five years. Looking ahead, forecasts call for a striking 117.7% annual increase in earnings and a return to profitability within three years. This would position the company well above the market average for growth. Investors will note the appeal of sharp anticipated earnings improvement alongside a muted revenue growth outlook of just 0.1% per year. See our full...
SEHK:6110
SEHK:6110Specialty Retail

Topsports (SEHK:6110) Margin Decline Undercuts Bullish Growth Narratives as Premium Valuation Persists

Topsports International Holdings (SEHK:6110) posted a 13.3% annual decline in earnings over the past five years, with net profit margins dipping to 4.6% from last year's 6.3%. Despite this, analysts now forecast the company to deliver 14.2% annual earnings growth going forward, even as revenue is only expected to grow at 4.1% per year, which lags behind the Hong Kong market average of 8.6%. Margin compression remains front of mind for investors as they weigh upbeat earnings forecasts against...
SEHK:1810
SEHK:1810Tech

Does Xiaomi's EV Launch Justify Its 81% Jump Over the Past Year?

If you’re trying to decide whether to buy, hold, or sell Xiaomi, you’re not alone. After an eye-catching surge over the past year, many investors are wondering if there is still room for growth or if caution is in order. Xiaomi’s stock recently closed at 46.34, and the numbers paint a dramatic picture: despite a short-term pullback of -6.3% over the last week and a steeper -17.4% drop in the past month, Xiaomi is up 81.4% in the past twelve months and 407.0% over the last three years...