SEHK:700
SEHK:700Interactive Media and Services

Tencent’s AI Chips And Palm ID Push Put Valuation Gap In Focus

Tencent Holdings (SEHK:700) received regulatory approval to purchase Nvidia’s H200 artificial intelligence chips. The company also launched Hong Kong’s first palm verification check in system for healthcare in partnership with Bupa. Tencent’s latest moves plug directly into two big themes investors are watching for the company: AI infrastructure and real world use of its technology. With the share price at HK$606.0 and a 1 year return of 52.4%, the stock has recently delivered strong gains,...
SEHK:1913
SEHK:1913Luxury

Prada Highlights Harmonised Sustainability Data As Investors Weigh Valuation Gap

Prada, listed as SEHK:1913, is putting harmonised sustainability data frameworks at the centre of its reporting approach. Lorenzo Bertelli, Chief Marketing Officer and Head of CSR, recently outlined the group’s focus on standardised environmental data collection. The move aims to align Prada’s sustainability metrics with the expectations of investors, consumers, and regulators. For investors watching Prada at a current share price of HK$40.04, the renewed attention to consistent...
SEHK:9969
SEHK:9969Biotechs

Did Soficitinib’s Phase II Success and Phase III Readiness Just Shift InnoCare Pharma's (SEHK:9969) Investment Narrative?

In the past few days, JAMA Dermatology published Phase II data showing InnoCare Pharma’s TYK2 inhibitor soficitinib delivered encouraging efficacy and a favorable safety profile in patients with moderate-to-severe atopic dermatitis, while the company also completed enrollment of 579 patients for its Phase III trial in the same indication. This combination of peer-reviewed validation and late-stage trial readiness positions soficitinib as a potentially important entrant in the competitive...
SEHK:101
SEHK:101Real Estate

How Hang Lung’s Lower 2025 Earnings and HK$0.40 Dividend Will Impact Hang Lung Properties (SEHK:101) Investors

Hang Lung Properties has reported its full-year 2025 results, with sales of HK$9,950 million and net income of HK$1,806 million, and the board has recommended a final cash dividend of HK$0.40 per share for the year ending December 31, 2026, payable on June 15, 2026. The proposed final dividend, coming alongside lower sales and earnings compared with the prior year, highlights management’s commitment to cash returns even as profitability softened. We’ll now look at how the earnings decline...
SEHK:753
SEHK:753Airlines

Will Air China's Projected 2025 Net Loss Reshape Its Core Narrative (SEHK:753)?

In past guidance for 2025, Air China Limited said it expects to post a net loss of about RMB 1.30 billion to RMB 1.90 billion, with an even larger loss of roughly RMB 1.90 billion to RMB 2.70 billion after excluding non-recurring items. This outlook highlights how underlying operations, once one-off gains and losses are stripped out, could weigh more heavily on Air China’s financial performance. Next, we’ll examine how this projected 2025 loss, particularly after excluding non-recurring...
SEHK:2600
SEHK:2600Metals and Mining

Aluminum Corporation Of China Reshapes Governance As Shares Extend Multi‑Year Rally

Aluminum Corporation of China (SEHK:2600) reported a reshuffle in its company secretary roles, with the previous company secretary resigning. The board appointed two joint company secretaries: long serving executive Ms. Zhu Dan and corporate governance specialist Mr. Chow Tsz Ho. The move brings together internal operational experience and external compliance expertise in the core governance function. For investors watching Aluminum Corporation of China at HK$13.85, this governance change...
SEHK:1797
SEHK:1797Consumer Retailing

Why East Buy Holding (SEHK:1797) Is Up 18.2% After Swinging Back To Half-Year Profitability

East Buy Holding Limited recently reported half-year results for the period ended November 30, 2025, with sales of CNY 2,311.63 million and net income of CNY 238.97 million, reversing a net loss in the same period a year earlier. The move from a basic loss per share of CNY 0.09 to basic earnings per share of CNY 0.23 highlights a meaningful operational turnaround and improved profitability from continuing operations. We will now examine how this swing back to profitability shapes East Buy...
SEHK:1
SEHK:1Industrials

Is It Too Late To Consider CK Hutchison Holdings (SEHK:1) After A 69% One Year Rally?

If you are wondering whether CK Hutchison Holdings is attractively priced right now or if the recent excitement has already been baked into the share price, this article walks you through that question step by step. The stock recently closed at HK$63.25, with returns of 0.7% over 7 days, 19.5% over 30 days, 17.1% year to date, 69.3% over 1 year, 51.7% over 3 years, and 54.6% over 5 years. This naturally raises questions about how much value is still on the table. These moves are set against...
SEHK:3698
SEHK:3698Banks

A Look At Huishang Bank (SEHK:3698) Valuation After Proposed Interim Dividend Announcement

Huishang Bank (SEHK:3698) has proposed an interim dividend of CN¥1.87 per 10 shares for the six months to 30 June 2025, subject to shareholder approval scheduled for 2 February 2026. See our latest analysis for Huishang Bank. At a share price of HK$3.45, Huishang Bank has seen a 7.81% 30 day share price return and a 48.60% 1 year total shareholder return. This suggests recent momentum has been positive despite a small 1 day pullback, with the proposed interim dividend adding another focal...
SEHK:1093
SEHK:1093Pharmaceuticals

What CSPC Pharmaceutical Group (SEHK:1093)'s US$4.7 Billion AstraZeneca Metabolic Deal Means For Shareholders

AstraZeneca recently announced a new collaboration with CSPC Pharmaceutical Group to advance eight next-generation obesity and type 2 diabetes therapies, anchored by CSPC’s AI-driven peptide discovery and once-monthly LiquidGel injection platform, with AstraZeneca receiving worldwide rights outside China to CSPC’s once-monthly injectable weight management portfolio. The agreement includes an upfront payment of US$1.20 billion and up to US$3.50 billion in potential development and regulatory...
SEHK:388
SEHK:388Capital Markets

Will Reduced Losses and Non‑Recurring Gains Change Hong Kong Exchanges and Clearing's (SEHK:388) Narrative

Hong Kong Exchanges and Clearing Limited recently issued earnings guidance for the full year 2025, forecasting net profit attributable to shareholders between RMB 147.99 million and RMB 180.17 million, with profit after excluding non-recurring items expected between RMB 29.19 million and RMB 39.50 million. This guidance points to a significant reduction in prior losses and highlights how non-recurring items still play a meaningful role in the company’s reported profitability. We will now...
SEHK:1211
SEHK:1211Auto

BYD Expands Globally While Valuation Signals Potential Upside For Investors

BYD is accelerating its global expansion, reassessing its India plans in response to import rules and rising local EV demand. In Mexico, the company is reacting to higher tariffs on Chinese manufacturers with regional production and tighter inventory planning. BYD is investing in Vietnam through a new battery joint venture aimed at supporting local supply and vehicle manufacturing capabilities. Across Europe, BYD reports that its EV sales are outpacing petrol vehicles, reflecting gains...
SEHK:1929
SEHK:1929Specialty Retail

How Investors May Respond To Chow Tai Fook (SEHK:1929) Accelerating Its Global Chinese-Luxury Brand Push

Chow Tai Fook Jewellery Group has opened a key store in Bangkok’s Siam Paragon and named Chinese actor Yang Yang as Global Brand Ambassador, while outlining past and upcoming international expansion into Australia, Canada and the Middle East as part of its ongoing brand transformation. Beyond adding another high-end location, the group is using Chinese craftsmanship, localised collections and celebrity-driven storytelling to reposition itself as a modern expression of Chinese luxury for...
SEHK:939
SEHK:939Banks

Global Dividend Stocks To Watch In January 2026

As global markets navigate a volatile start to the year, with U.S. indices experiencing fluctuations due to geopolitical tensions and revised economic forecasts, investors are closely monitoring opportunities in dividend stocks. In such uncertain times, dividend-paying stocks can offer a measure of stability and income potential, making them an attractive option for those seeking to balance growth with consistent returns amidst market turbulence.
SEHK:2276
SEHK:2276Medical Equipment

How Investors May Respond To Shanghai Conant Optical (SEHK:2276) Upgraded 2025 Profit Guidance And Lens Mix Shift

Shanghai Conant Optical Co., Ltd. recently issued consolidated earnings guidance for 2025, indicating that net profit attributable to shareholders is expected to rise by at least 30% year-on-year, supported by stronger sales of high-index 1.74 lenses and other multifunctional products, greater economies of scale and automation, and lower financing costs through an optimized capital structure. This guidance highlights how product mix upgrades toward more advanced lenses, combined with...
SEHK:1508
SEHK:1508Insurance

Does China Reinsurance (Group) (SEHK:1508)’s Governance Shift Reshape Its Risk Oversight And Investment Narrative?

China Reinsurance (Group) Corporation recently obtained regulatory approval for amendments to its Articles of Association, abolishing its Board of Supervisors and transferring those oversight responsibilities to the board’s audit committee with immediate effect. This shift consolidates supervisory powers within a single board-level committee, marking a material change in how the group structures internal control and corporate oversight. We will now examine how consolidating supervisory...
SEHK:86
SEHK:86Consumer Finance

A Look At Sun Hung Kai (SEHK:86) Valuation After New 6.75% Bonds And Debt Tender Offer

Sun Hung Kai (SEHK:86) has been active on the funding side. It recently completed a tender offer for existing US dollar notes and issued new 6.75% guaranteed bonds due 2029 totaling $250 million. See our latest analysis for Sun Hung Kai. These funding moves come after a strong run in the shares, with a 9.5% 1 month share price return and a 13.47% 3 month share price return. The 1 year total shareholder return of 72.11% and 5 year total shareholder return of 104.88% point to momentum that has...
SEHK:659
SEHK:659Industrials

A Look At CTF Services (SEHK:659) Valuation After Its New ESG Disclosure Report

CTF Services (SEHK:659) is in focus after its insurance arm, CTF Life, released its first standalone ESG Disclosure Report. The report outlines plans around family wellness, ESG focused investing, and governance and risk management. See our latest analysis for CTF Services. The ESG report lands at a time when momentum in CTF Services' shares has been picking up, with a 1 month share price return of 21.20% and a 1 year total shareholder return of 53.23%. This suggests investors are reacting to...
SEHK:1548
SEHK:1548Life Sciences

GenScript Biotech Links AI Drug Discovery Push With Discounted Valuation

GenScript Biotech (SEHK:1548) recently hosted a major global forum focused on practical applications of artificial intelligence in biopharma and drug discovery. The company is also working with Latent Labs as a wet lab partner to rapidly test and validate AI generated molecules for potential therapeutics. For you as an investor or industry follower, this update highlights how GenScript Biotech is positioning itself at the intersection of AI tools and biopharma research. The company is known...
SEHK:1398
SEHK:1398Banks

Assessing Industrial and Commercial Bank of China (SEHK:1398) Valuation As Renewed Investor Interest Builds

Renewed interest in Industrial and Commercial Bank of China (SEHK:1398) has picked up after-hours, with trading volume in Hong Kong rising alongside supportive economic data that has drawn investors back toward large-cap Chinese banks. See our latest analysis for Industrial and Commercial Bank of China. At a latest share price of HK$6.64, Industrial and Commercial Bank of China has seen a 7.62% 7 day share price return and a 10.30% 90 day share price return. Its 1 year total shareholder...
SEHK:3696
SEHK:3696Life Sciences

InSilico Medicine Deepens AI Drug Development With Qilu And ISM8969 Shift

InSilico Medicine Cayman TopCo (SEHK:3696) has agreed a major partnership with Qilu Pharmaceutical to co-develop small molecule drugs for cardiometabolic diseases using its Pharma.AI platform. The company is also reporting progress and fresh licensing activity around its ISM8969 program, which targets neurodegenerative disorders. Together, these updates mark a shift from a primarily software licensing approach toward more hands-on, co-development work in drug discovery. For you as an...
SEHK:3877
SEHK:3877Diversified Financial

Does CSSC (Hong Kong) Shipping’s (SEHK:3877) Subordinated Bond Raise Reframe Its Long-Term Capital Structure Strategy?

CSSC (Hong Kong) Shipping Company Limited previously announced a fixed-income offering of HK$2.34 billion in 0.75% subordinated, unsubordinated fixed-rate bonds due January 28, 2031. This sizable subordinated bond issue highlights the company’s focus on raising long-term funding through debt markets while preserving existing equity ownership. We will now examine how this HK$2.34 billion subordinated bond issuance shapes CSSC (Hong Kong) Shipping’s broader investment narrative and...