SEHK:3328
SEHK:3328Banks

How Investors Are Reacting To Bank of Communications (SEHK:3328) Capital Raise and Interim Dividend Decision

Bank of Communications Co., Ltd. recently approved a 2025 interim cash dividend of RMB1.563 per 10 shares and updated its interim dividend distribution arrangements, while also clarifying withholding tax rules for different categories of shareholders. In parallel, the bank completed a very large capital increase to RMB88.36 billion through the issuance of over 14 billion new A Shares, which can reinforce its regulatory capital base and support future business growth. We’ll examine how the...
SEHK:1810
SEHK:1810Tech

How Investors Are Reacting To Xiaomi (SEHK:1810) Embedding Stablecoin Payments And Crypto Wallets In New Phones

In December 2025, Sei announced a major initiative with Xiaomi to pre-install a next-generation crypto wallet and discovery app on all new Xiaomi smartphones sold outside mainland China and the US, and to enable stablecoin payments for Xiaomi products across its global retail and digital ecosystem. This collaboration could act as a large-scale on-ramp to web3 for millions of users in regions where Xiaomi dominates smartphone share, such as Greece and India, while embedding blockchain...
SEHK:1811
SEHK:1811Renewable Energy

Assessing CGN New Energy (SEHK:1811)’s Valuation After November’s 28% Power Generation Jump

CGN New Energy Holdings (SEHK:1811) just posted a 28% jump in November power generation versus last year, mainly from solar and Korean projects, even though output for the year to date is slightly lower. See our latest analysis for CGN New Energy Holdings. The market seems to be noticing this pickup in operational momentum. The share price is at HK$2.78 and a strong year to date share price return of 18.8 percent supports a robust 5 year total shareholder return of 180 percent, which signals...
SEHK:700
SEHK:700Interactive Media and Services

How Investors Are Reacting To Tencent Holdings (SEHK:700) Esports Record And MiniMax AI IPO Plans

Tencent recently co-hosted the KPL 2025 Grand Finals in Beijing’s National Stadium with Hero Esports, setting a Guinness World Record for single-event esports attendance with 62,196 fans, while another Tencent-backed company, AI start-up MiniMax, has moved ahead with plans to use its proposed Hong Kong IPO proceeds to fund research and development. Together, these developments highlight Tencent’s broad reach across competitive AI and mobile gaming, reinforcing its influence in both global...
SEHK:3
SEHK:3Gas Utilities

Hong Kong and China Gas (SEHK:3) Valuation After Major AWS Cloud and AI Modernization Drive

Hong Kong and China Gas (SEHK:3) just pushed a big chunk of its core infrastructure onto Amazon Web Services with partner eCloudvalley, aiming for up to 40% lower IT costs and 99.99% uptime on mission critical systems. See our latest analysis for Hong Kong and China Gas. The HK$7.18 share price has held up reasonably well this year, with a 17.5% year to date share price return and a 24.8% one year total shareholder return suggesting improving sentiment as investors warm to its gradual...
SEHK:291
SEHK:291Beverage

How ESG-Linked Incentives and Awards Could Reshape China Resources Beer (SEHK:291)'s Long-Term Investment Story

China Resources Beer (Holdings) Company Limited was recently named a winner for both Corporate Governance and ESG Excellence Awards at the 2025 Hong Kong Corporate Governance and ESG Excellence Awards, reflecting independent recognition of its governance structures and sustainability focus. The awards highlight how China Resources Beer is tying ESG performance to management incentives and actively addressing climate change, underlining an emphasis on long-term value creation and risk...
SEHK:1099
SEHK:1099Healthcare

Sinopharm Group (SEHK:1099): Valuation Check After Renewing Shanghai Henlius Distribution Partnership

Sinopharm Group (SEHK:1099) is back in focus after Shanghai Henlius Biotech moved to renew their long running distribution framework, extending Sinopharm’s role in distributing Henlius products from 2026 through 2028. See our latest analysis for Sinopharm Group. The renewed Henlius deal lands while Sinopharm’s HK$20.36 share price has seen a modest 1 day share price return of 1.09% but a softer 30 day share price return of 4.77%, with a more reassuring 5 year total shareholder return of...
SEHK:1928
SEHK:1928Hospitality

How Investors May Respond To Sands China (SEHK:1928) Citi’s Macau Outlook And ESG Partnership Push

Recently, Citi Research projected solid growth in Macau’s 2026 gross gaming revenue and industry EBITDA, highlighting Sands China as the sector’s top pick with an expected market share gain. Separately, Sands China continued its 12-year partnership with Clean the World by mobilizing 330 volunteers at The Venetian Macao to assemble 30,000 hygiene kits, underscoring how its social impact work sits alongside its core gaming operations. Against this backdrop, we’ll explore how Citi’s upbeat...
SEHK:2688
SEHK:2688Gas Utilities

The Bull Case For ENN Energy Holdings (SEHK:2688) Could Change Following Hang Seng China Index Exit

Earlier this month, ENN Energy Holdings Limited was removed from the Hang Seng China Enterprises Index, ending its inclusion in one of Hong Kong’s key benchmarks for mainland Chinese companies. This index removal can alter the company’s investor base, as passive funds tracking the benchmark may rebalance their holdings, affecting liquidity and trading patterns. Against this backdrop of index exclusion and potential shifts in passive fund flows, we’ll examine how this development reshapes ENN...
SEHK:1530
SEHK:1530Biotechs

3SBio (SEHK:1530): Reassessing Valuation After Share Placement and Hair-Loss Business Spin-Off

3SBio (SEHK:1530) has just raised about HK$3.1 billion through a follow on share offering, while spinning off its hair loss business. This double move sharpens its focus on next generation drugs. See our latest analysis for 3SBio. Despite a choppy few weeks, with a 30 day share price return of minus 19.08 percent and some volatility around the placement news, 3SBio still boasts a powerful long term total shareholder return profile. This suggests momentum has cooled in the near term, but the...
SEHK:12
SEHK:12Real Estate

Henderson Land Development (SEHK:12) Valuation After Asia Property Awards Win and Renewed Investor Interest

Henderson Land Development (SEHK:12) just picked up multiple top gongs at the PropertyGuru Asia Property Awards, including Best Developer Asia, putting fresh attention on a stock that has already climbed about 27% this year. See our latest analysis for Henderson Land Development. The awards come on top of a strong share price run, with a year to date share price return of about 27% and a 1 year total shareholder return near 29%. This suggests momentum is still building as investors warm to...
SEHK:2007
SEHK:2007Real Estate

Does Country Garden (SEHK:2007)'s Leadership Reshuffle Rebalance Its Strategy After Modest November Sales?

In early December 2025, Country Garden Holdings announced senior leadership changes, with long-serving President Mo Bin becoming Co-Chairman and executive director Cheng Guangyu taking over as President, alongside November contracted sales attributable to shareholders of about RMB 2.35 billion on roughly 0.30 million square meters of floor area. The reshuffle shifts Mo’s focus toward external relationships and long-term strategy while Cheng assumes day-to-day operational control, potentially...
SEHK:1024
SEHK:1024Interactive Media and Services

Kuaishou Technology (SEHK:1024): Valuation Check After New Kling AI Video and Multimodal Engine Launches

Kuaishou Technology (SEHK:1024) just doubled down on its AI toolkit, rolling out Kling Video 2.6 for simultaneous audio visual generation and Kling O1 as a unified multimodal engine, sharpening its pitch to creators and advertisers. See our latest analysis for Kuaishou Technology. These AI launches land after a strong year to date for Kuaishou, with the share price return up 66.34 percent so far. However, the 3 year total shareholder return of negative 2.31 percent shows the longer term...
SEHK:1810
SEHK:1810Tech

Has Xiaomi’s 291% Three Year Surge Left Much Upside for 2025?

If you are wondering whether Xiaomi is still a smart buy after its big run, or if the easy money has already been made, you are not alone. This breakdown is here to tackle exactly that question. The stock is up 26.4% year to date and 37.0% over the last year, with a 291.3% gain over three years. However, the last 30 days saw a modest 1.2% pullback after a flat 0.4% move this past week. Recent moves have been shaped by optimism around Xiaomi's push deeper into premium smartphones and...
SEHK:3988
SEHK:3988Banks

Does Governance Changes and Steady Hong Kong Lending Rates Shift the Case for Bank of China (SEHK:3988)?

In early December 2025, Bank of China Limited confirmed that Executive Vice President Liu Chenggang began concurrently serving as Secretary to the Board and Company Secretary, supported by a three-year waiver from strict Hong Kong listing rule requirements, with Joint Company Secretary Liu Lele assisting to ensure compliance. This appointment highlights the bank’s focus on aligning board-level governance with extensive internal experience, while relying on transitional regulatory waivers to...