SEHK:136
SEHK:136Entertainment

How China Ruyi’s HK$2.21 Billion Follow-on Offering Will Impact China Ruyi Holdings (SEHK:136) Investors

China Ruyi Holdings Limited recently completed a follow-on equity offering, raising HK$2.21 billion through the issuance of 790,000,000 new ordinary shares at prices of HK$3 and HK$2.6 per share. This sizeable capital raise meaningfully adjusts the company’s equity base and funding flexibility, which can influence how investors view its future capital allocation and growth plans. We’ll now examine how this HK$2.21 billion follow-on offering shapes China Ruyi Holdings’ investment narrative...
SEHK:3939
SEHK:3939Metals and Mining

Discover Asian Market Opportunities With These 3 Stocks Estimated Below Fair Value

As the Asian markets navigate a complex economic landscape marked by Japan's significant interest rate hike and China's mixed growth indicators, investors are increasingly looking for opportunities in stocks that may be trading below their intrinsic value. Identifying undervalued stocks often involves assessing factors such as strong fundamentals and resilience to broader market volatility, which can offer potential advantages in uncertain times.
SEHK:3800
SEHK:3800Semiconductor

Reassessing GCL Technology Holdings (SEHK:3800)’s Valuation After New Coal Supply Deal and Updated ESG Rating

GCL Technology Holdings (SEHK:3800) has landed back on investor radars after refreshing its 2026 to 2028 coal supply framework with Jiangsu Zhongneng and securing an updated ESG rating from Sustainable Fitch. See our latest analysis for GCL Technology Holdings. The HK$1.10 share price has seen a modest 7 day share price return of 2.8 percent, but a weaker 90 day share price return of negative 12.7 percent and a three year total shareholder return of negative 42.5 percent suggests momentum is...
SEHK:2727
SEHK:2727Electrical

The Bull Case For Shanghai Electric Group (SEHK:2727) Could Change Following Iraq’s New Combined-Cycle Expansion Project

Shanghai Electric has recently broken ground on the Euphrates Combined Cycle Expansion Project in Iraq, upgrading power plants across four governorates by converting simple-cycle units into combined-cycle systems to add 625 megawatts of capacity and generate an extra 5 billion kilowatt-hours annually without more fuel. The project, which fully deploys Chinese-designed core equipment and standards in one of Iraq’s first such combined-cycle expansions, strengthens Shanghai Electric’s role in...
SEHK:3330
SEHK:3330Metals and Mining

Does Board Reshuffle and Reduced Independence Change The Bull Case For Lingbao Gold Group (SEHK:3330)?

In December 2025, Lingbao Gold Group announced a series of boardroom changes, including the resignation of an independent non-executive director and the replacement of an executive director with a new appointee linked to the controlling shareholder. The rapid reshaping of its board and key committees, including leadership of the remuneration and strategy functions, spotlights governance, succession, and influence at the company. We will now explore how this shift in board independence and...
SEHK:2128
SEHK:2128Building

Reassessing China Lesso Group Holdings (SEHK:2128)’s Valuation After New Related-Party Accessories Agreement

China Lesso Group Holdings (SEHK:2128) has just signed a three year accessories cooperation agreement with related party Guangdong Liansu Electric, setting terms for electronic accessories purchases from 2026 to 2028 under Hong Kong connected transaction rules. See our latest analysis for China Lesso Group Holdings. The new connected transaction lands at a time when China Lesso’s HK$4.63 share price has delivered a 39.88% year to date share price return but a much weaker 3 year total...
SEHK:1208
SEHK:1208Metals and Mining

Does MMG (SEHK:1208) Rosebery Offtake Deal Reinforce Strategic Discipline or Heighten Governance Questions?

MMG Limited has announced that, on 16 December 2025, its subsidiary entered into the Rosebery Concentrate Sales Agreement to sell 100% of Rosebery’s 2026–2027 production, estimated at 6,000 dry metric tonnes per year, to Minmetals North-Europe, an associate of its controlling shareholder CMC. The deal, awarded via a competitive tender and priced on terms described as superior to independent bids, secures offtake with a specialist smelter while operating as a connected transaction under Hong...
SEHK:9676
SEHK:9676Food

Reassessing Shiyue Daotian Group (SEHK:9676) Valuation After Sweeping Governance Reshuffle

Shiyue Daotian Group (SEHK:9676) just pushed through a sweeping governance reshuffle, adding new executive and independent directors, abolishing its Board of Supervisors and revising its Articles of Association. These are changes that the market is now pricing in. See our latest analysis for Shiyue Daotian Group. At around HK$7.10, the stock has seen a choppy near term pattern, with a negative 3 month share price return but a positive year to date share price return and a stronger 1 year...
SEHK:1972
SEHK:1972Real Estate

Did Record HK$2.20 Billion Deep Water Bay Sales Just Shift Swire Properties' (SEHK:1972) Investment Narrative?

Swire Properties recently sold two luxury houses at 6 Deep Water Bay Road for a combined HK$2.20 billion, with completion expected in the first quarter of 2026. The record pricing for these homes highlights resilient demand at the very top end of Hong Kong’s residential market, underscoring the value of Swire’s premium residential pipeline. We’ll now explore how this record luxury sale, and what it signals about high-end housing demand, may influence Swire Properties’ investment...
SEHK:1308
SEHK:1308Shipping

Assessing SITC International Holdings (SEHK:1308) Valuation After Its Confidence-Boosting Special Dividend Announcement

SITC International Holdings (SEHK:1308) has just declared a special cash dividend of HKD 0.70 per share, which is a clear signal that management is comfortable returning extra cash to shareholders on top of regular payouts. See our latest analysis for SITC International Holdings. The special dividend announcement comes after a strong run, with the share price at HK$27.74 and a robust year to date share price return. The one year total shareholder return of 58.02 percent suggests momentum is...