SEHK:981
SEHK:981Semiconductor

Is SMIC’s 133% 2025 Surge Still Justified by Cash Flow and Earnings Expectations?

If you have been wondering whether Semiconductor Manufacturing International is still a smart buy after its huge run up, you are not alone. This stock has become a lightning rod for debates about value versus momentum. Despite a recent pullback of around 2.9% over the last week and 7.6% over the last month, the shares are still up an eye catching 133.4% year to date and about 161.4% over the past year, which naturally raises questions about how much upside might be left. These moves have...
SEHK:6855
SEHK:6855Biotechs

Is Ascentage Pharma Group International Pricing In Too Much Biotech Optimism After Big 3 Year Rally?

If you are wondering whether Ascentage Pharma Group International is still a smart way to get exposure to biotech upside, you are not alone. That is exactly what we are going to unpack here. Despite a choppy recent stretch, with the share price down 6.8% over the last week and 8.1% over the past month, the stock is still sitting on gains of 35.4% year to date and 53.1% over the last year, building on a 131.9% return over three years. Recent moves have been shaped less by day to day trading...
SEHK:1211
SEHK:1211Auto

Is It Too Late To Consider BYD After Recent Rally And Cooling Sentiment?

If you are wondering whether BYD is still a smart buy at today’s price, or if the big gains are mostly behind it, this article will walk through what the current market is really pricing in. After a 14.4% gain year to date and a 46.5% climb over 3 years, the recent 2.0% pullback over the last month suggests sentiment is cooling a bit, but not necessarily the long term story. Investors have been reacting to a mix of headlines around global EV competition, shifting subsidies in China, and...
SEHK:9992
SEHK:9992Specialty Retail

Does Pop Mart (SEHK:9992) Have the Governance And Product Breadth To Sustain Its US Ambitions?

Pop Mart International Group recently faced renewed scrutiny after Black Friday as investors questioned the pace of its US expansion and its reliance on a narrow range of collectible toy products, while also monitoring how quickly new revenue streams are emerging. A separate announcement detailing the composition of Pop Mart’s board, including executive, non-executive and independent non-executive directors, put governance in focus and may influence how investors view the company’s ability...