SEHK:2883
SEHK:2883Energy Services

Did Scrapping Its Supervisory Committee Just Shift China Oilfield Services’ (SEHK:2883) Investment Narrative?

On December 2, 2025, China Oilfield Services Limited held its First Extraordinary General Meeting, where shareholders approved cancelling the Supervisory Committee and amending the Articles of Association. This governance overhaul signals a shift toward a leaner oversight framework that could alter how responsibilities, accountability, and risk controls are organized across the company. Next, we will examine how cancelling the Supervisory Committee may reshape China Oilfield Services’...
SEHK:1810
SEHK:1810Tech

Did Record Q3 2025 EV and Innovation Revenue Just Shift Xiaomi's (SEHK:1810) Investment Narrative?

In the third quarter of 2025, Xiaomi reported record-high results, with revenue from its smart electric cars and innovation business rising very large year over year. This surge in automotive and innovation revenue underlines how far Xiaomi’s efforts to diversify beyond smartphones and IoT have already reshaped its business mix. We’ll now examine how Xiaomi’s rapid smart electric car revenue growth may influence its investment narrative centered on ecosystem expansion. Trump's oil boom is...
SEHK:1398
SEHK:1398Banks

ICBC (SEHK:1398) Valuation After 2025 Interim Dividend Plan Clarifies Capital Returns and Payout Schedule

Industrial and Commercial Bank of China (SEHK:1398) just firmed up its 2025 interim profit distribution plan, locking in a cash dividend that clarifies near term yield, ex dividend timing and payout logistics for investors. See our latest analysis for Industrial and Commercial Bank of China. The dividend clarity comes on the back of a strong run, with Industrial and Commercial Bank of China’s share price up 30.5% year to date and supported by a 44.9% one year total shareholder return. This...
SEHK:966
SEHK:966Insurance

China Taiping (SEHK:966) Faces Major Fire Claims How Resilient Is Its Risk Management Strategy?

A deadly fire that previously ripped through seven high-rise towers in Hong Kong is expected to trigger a surge in insurance claims, with China Taiping Insurance (Hong Kong) reportedly exposed to more than US$200 million through coverage of the apartment complex and its renovation contractor. Fitch Ratings has indicated the incident is likely to temporarily lift the insurer’s combined ratio and modestly erode capital, but without jeopardizing its current credit rating. With this backdrop,...
SEHK:700
SEHK:700Interactive Media and Services

Is Tencent Still Attractively Priced After Its 2025 Rally?

If you are wondering whether Tencent Holdings is still a smart buy after its big rebound, or if most of the upside is already priced in, you are not alone. Despite a recent pullback of 0.2% over the last week and 3.0% over the last month, the stock is still up 46.6% year to date and 49.1% over the past year, with a 102.1% gain over three years. These moves have come as investors refocus on Tencent's core strengths, including its dominant WeChat ecosystem, resilient gaming portfolio, and...
SEHK:6098
SEHK:6098Real Estate

How Investors Are Reacting To Country Garden Services (SEHK:6098) Disclosure Lapses And Leadership Backing

Country Garden Services Holdings Company Limited recently disclosed that its subsidiary, Giant Leap Construction Technology Group Co., Ltd., received a warning from the Guangdong Securities Regulatory Bureau for failing to report significant changes promptly, highlighting past shortcomings in disclosure practices. Despite the regulatory rebuke, the board has publicly reaffirmed its confidence in chairman and non-executive director Ms. YANG Huiyan, underscoring leadership’s emphasis on...
SEHK:3380
SEHK:3380Real Estate

Logan Group (SEHK:3380): Valuation Check as Onshore Debt Restructuring Clears 62% Milestone

Logan Group (SEHK:3380) is back in the spotlight after moving past the halfway mark on its RMB13.66 billion onshore debt restructuring. More than 62% of public bond principal is now covered by new arrangements. See our latest analysis for Logan Group. The restructuring progress seems to be changing how investors price in Logan Group’s risk, with a strong 90 day share price return of 71.74% and a 1 year total shareholder return of 41.07% hinting that momentum is rebuilding after years of heavy...
SEHK:17
SEHK:17Real Estate

How Investors Are Reacting To New World Development (SEHK:17) After Its Major Debt Exchange And Reduction

New World Development has recently completed its debt exchange offer, issuing about US$1.36 billion in new bonds and cutting roughly US$1.17 billion of existing obligations, nearly halving the targeted portion of its debt load. This sizeable balance sheet adjustment could ease future interest costs and gives investors a clearer view of the company's efforts to manage its high leverage. We will now examine how this large debt reduction reshapes New World Development's investment narrative,...
SEHK:2157
SEHK:2157Biotechs

Lepu Biopharma (SEHK:2157): Valuation Check After New GLP-1 CDMO Framework Deal With Lepu Medical

Lepu Biopharma (SEHK:2157) just signed a GLP-1 focused CDMO framework deal with related party Lepu Medical, a move that could turn spare manufacturing capacity into recurring cashflow and reshape how investors think about its pipeline driven story. See our latest analysis for Lepu Biopharma. The 1 day share price return of 3.0% to HK$5.76 comes after a volatile few months, with the 3 month share price return still down sharply. However, the year to date share price return and 1 year total...
SEHK:1658
SEHK:1658Banks

Dividend and Bond Plan Might Change The Case For Investing In Postal Savings Bank of China (SEHK:1658)

Postal Savings Bank of China Co., Ltd. has approved a reshuffle of its board committees, declared an interim dividend of RMB 1.23 per 10 shares for the first half of 2025, and scheduled an extraordinary general meeting for December 19, 2025, to vote on profit distribution, remuneration, board authorization changes and a financial bond issuance plan. Together, the dividend announcement and governance adjustments highlight the bank’s focus on capital management, regulatory alignment and...
SEHK:1672
SEHK:1672Biotechs

Assessing Ascletis Pharma (SEHK:1672) Valuation After New ASC37 Obesity Candidate Advances Toward FDA IND Filing

Ascletis Pharma (SEHK:1672) just flagged a major pipeline milestone, selecting its in house, AI optimized ASC37 oral triple peptide agonist for clinical development in obesity, with an FDA IND filing targeted for 2026. See our latest analysis for Ascletis Pharma. That R&D breakthrough lands after a wild run in the stock, with a 1 month share price return of 42.97 percent and a massive 1 year total shareholder return of 663.58 percent, suggesting momentum is still very much alive. If this kind...
SEHK:2269
SEHK:2269Life Sciences

WuXi Biologics (SEHK:2269) Deepens Middle East Ties With Qatar CRDMO Hub Plan – What Really Changes?

WuXi Biologics (Cayman) recently announced a Memorandum of Understanding with the Qatar Free Zones Authority to establish its first integrated CRDMO center in the Middle East, extending its global biologics development and manufacturing network into the region. By pairing its one-stop CRDMO capabilities in complex biologics with Qatar’s push to build a regional biotech hub, WuXi Biologics is positioning itself as an early infrastructure partner in shaping the Middle East’s biopharmaceutical...
SEHK:596
SEHK:596Software

The Bull Case For Inspur Digital Enterprise Technology (SEHK:596) Could Change Following Its HK$494m Follow-on Equity Offering

Inspur Digital Enterprise Technology Limited has completed a follow-on equity offering of HK$493,728,200, issuing 67,634,000 new ordinary shares at HK$7.30 per share with a HK$0.0511 discount per share via a subsequent direct listing. This capital raise expands the company’s funding flexibility while modestly increasing the free float, factors that can reshape how investors view its balance between growth ambitions and ownership dilution. We’ll now examine how this follow-on equity offering,...
SEHK:939
SEHK:939Banks

How Investors May Respond To China Construction Bank (SEHK:939) Balancing Interim Dividend And Social Commitments

China Construction Bank Corporation recently held an Extraordinary General Meeting where shareholders approved a 2025 interim H share cash dividend of RMB 1.858 per 10 shares and endorsed the appointment of Shi Jian as a non-executive director, subject to regulatory approval. The bank is also set to consider a charitable donation to support fire rescue and relief efforts in Hong Kong’s Tai Po District, underlining how capital returns to investors are being balanced with a broader social...