SEHK:2600
SEHK:2600Metals and Mining

Aluminum Corp of China (SEHK:2600) Valuation After New Energy High-Precision Foil Expansion Moves

Aluminum Corporation of China (SEHK:2600) just shook things up with a completed capital contribution to Yunnan Aluminum Foil, backing a new energy high precision sheet, strip, and foil project that sharpens its high end growth trajectory. See our latest analysis for Aluminum Corporation of China. The move into high precision new energy materials comes after a strong run, with Aluminum Corporation of China’s share price returning around 51% over 90 days and a 1 year total shareholder return...
SEHK:9969
SEHK:9969Biotechs

Is InnoCare Pharma (SEHK:9969) Quietly Recasting Its Future Around Autoimmune Dermatology?

Earlier this month, InnoCare Pharma received CDE approval in China to begin a Phase II/III trial of its novel TYK2 inhibitor soficitinib for chronic spontaneous urticaria, expanding its autoimmune and dermatology pipeline. This move deepens InnoCare’s push beyond oncology into chronic inflammatory skin diseases, targeting a large, under-served CSU patient population in China that requires long-term treatment. We’ll now examine how advancing soficitinib into Phase II/III for chronic...
SEHK:1
SEHK:1Industrials

How China’s New Oversight of Overseas Port Sales Will Impact CK Hutchison Holdings (SEHK:1) Investors

Earlier this week, China’s Ministry of Commerce announced it would review and supervise CK Hutchison Holdings’ overseas port asset sales to ensure fair competition and protect national sovereignty, security, and development interests. This added layer of Chinese regulatory oversight introduces fresh uncertainty around the timing and structure of CK Hutchison’s port divestments, potentially affecting how investors assess its portfolio reshaping efforts. Next, we’ll examine how this new...
SEHK:881
SEHK:881Specialty Retail

Does Zhongsheng Group Holdings’ (SEHK:881) New Audit Chair Reshape Its Governance Risk Profile?

Earlier this week, Zhongsheng Group Holdings announced that long-serving independent non-executive director and audit committee chair Mr. Ying Wei resigned on 19 December 2025, with tax specialist Mr. Bai Fengjiu appointed to both roles the same day. Alongside these board changes, the company published detailed board and committee compositions, giving investors clearer visibility into its governance and oversight structure. We’ll now examine how the refreshed audit committee leadership and...
SEHK:1088
SEHK:1088Oil and Gas

China Shenhua Energy (SEHK:1088): Valuation Check After Mixed November Coal and Chemical Performance Update

China Shenhua Energy (SEHK:1088) just released its November and year to date operating update, with softer coal volumes but stronger polyethylene and polypropylene sales, giving investors a mixed read on the company’s core and chemical businesses. See our latest analysis for China Shenhua Energy. The stock has been resilient despite softer coal numbers. The latest HK$39.68 close underpins a 21.9% year to date share price return and a standout 36.9% one year total shareholder return,...
SEHK:2282
SEHK:2282Hospitality

Will Elevating Veteran Insider Kenneth Feng To CEO Reshape MGM China Holdings' (SEHK:2282) Macau Narrative

MGM China Holdings has appointed long-serving executive Kenneth Xiaofeng Feng as chief executive officer, effective December 19, 2025, after more than two decades in varied finance, operations and development roles across the MGM group. By elevating its president and executive director, with deep international operations and audit committee experience, to a three-year CEO term, the board is signaling confidence in continuity and execution-focused leadership for its Macau business. We’ll now...
SEHK:1378
SEHK:1378Metals and Mining

Taking Stock of China Hongqiao Group (SEHK:1378) After Its Inclusion in the Hang Seng China Enterprises Index

China Hongqiao Group Added to a Key Benchmark China Hongqiao Group (SEHK:1378) just joined the Hang Seng China Enterprises Index. This shift can pull in institutional money and passive index tracking capital, subtly reshaping the stock’s demand dynamics. See our latest analysis for China Hongqiao Group. The inclusion comes after a powerful run, with the latest share price at HK$31.7 and a year to date share price return of 178.56%, backed by a 1 year total shareholder return of 193.30% that...
SEHK:700
SEHK:700Interactive Media and Services

Tencent (SEHK:700) Valuation Check After Gaming Surge and Nvidia Cloud Workaround Boost Growth Prospects

Tencent Holdings (SEHK:700) is back in focus after China’s video game industry hit a new revenue high, while the company quietly tapped Japanese cloud partners to access Nvidia Blackwell chips despite ongoing US export controls. See our latest analysis for Tencent Holdings. Those themes are already feeding into sentiment, with the share price up strongly on a year to date basis and a solid one year total shareholder return suggesting momentum is still broadly constructive rather than...
SEHK:2005
SEHK:2005Pharmaceuticals

New NMPA Drug Approvals Might Change The Case For Investing In SSY Group (SEHK:2005)

Earlier in December 2025, SSY Group announced that it had received NMPA approval in China to produce and register Levofloxacin Eye Drops and Compound Sodium Picosulfate Granules, both classified as having passed consistency evaluation. These approvals deepen SSY Group’s ophthalmic and gastrointestinal product lineup, potentially strengthening its position in specialist hospital and pre-procedure medication markets. We’ll now examine how the NMPA approvals, particularly the Levofloxacin Eye...
SEHK:6682
SEHK:6682Software

Evaluating Beijing Fourth Paradigm Technology (SEHK:6682)’s Valuation After Governance and Board Reforms

Beijing Fourth Paradigm Technology (SEHK:6682) just pushed through a package of governance changes at its December meetings, revising its Articles, refreshing its English name, and adding independent director Pan Jialin to the board. See our latest analysis for Beijing Fourth Paradigm Technology. These governance moves come after a tough stretch, with the latest HK$42.74 quote sitting against a 90 day share price return of minus 34.45% and a 1 year total shareholder return of minus 17.49%...
SEHK:916
SEHK:916Renewable Energy

Surging PV Output and Higher November Generation Might Change The Case For Investing In China Longyuan Power (SEHK:916)

China Longyuan Power Group Corporation Limited reported that its consolidated power generation for November 2025 rose 14.34% year on year to 6,944,492 MWh, with wind output higher and PV output growing very rapidly, and year-to-date 2025 generation edging 0.41% above the same period in 2024. An interesting takeaway is that, excluding coal power, the company’s 2025 output increased 12.07% year on year, driven by a 72.42% surge in PV generation and solid growth in wind. We will now look at how...
SEHK:293
SEHK:293Airlines

Cathay Pacific (SEHK:293) Valuation Check After Strong 1-Year Share Price Rebound

Cathay Pacific Airways (SEHK:293) has quietly rewarded patient investors, with the share price climbing around 37% over the past year and nearly doubling over five years as travel demand normalizes. See our latest analysis for Cathay Pacific Airways. That momentum is still very much alive, with a 90 day share price return of about 13.5% and a 1 year total shareholder return above 37%. This suggests confidence in the airline recovery story is building rather than fading. If Cathay’s rebound...
SEHK:2696
SEHK:2696Biotechs

Shanghai Henlius Biotech (SEHK:2696) Valuation Check After US FDA IND Approval for HLX18 Biosimilar Trial

Shanghai Henlius Biotech (SEHK:2696) just cleared a key hurdle by securing US FDA approval of its IND for HLX18, a nivolumab biosimilar, which paves the way for phase 1 trials in multiple solid tumors. See our latest analysis for Shanghai Henlius Biotech. That HLX18 milestone lands after a busy year for Henlius, with HLX22 plus HLX87 also moving deeper into breast cancer trials. It comes despite a 90 day share price return of minus 19.39 percent and a still eye catching three year total...
SEHK:2616
SEHK:2616Biotechs

GAVRETO’s NRDL Inclusion And China Alliance Network Might Change The Case For Investing In CStone Pharmaceuticals (SEHK:2616)

CStone Pharmaceuticals announced on 8 December 2025 that its targeted therapy GAVRETO (pralsetinib, 100 mg) has been included in China’s latest National Reimbursement Drug List, which will take effect on 1 January 2026 and broaden reimbursed access for RET-altered lung and thyroid cancer patients. The NRDL inclusion, combined with CStone’s existing commercialization partnership with Shanghai Allist in Mainland China, underscores how alliance-driven distribution is central to expanding...