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...
SEHK:1385
SEHK:1385Semiconductor

Shanghai Fudan Microelectronics Group (SEHK:1385): Valuation Check After Sweeping Governance Overhaul and Board Restructuring

Shanghai Fudan Microelectronics Group (SEHK:1385) just pushed through a sweeping governance revamp at its second EGM, reshaping its Articles of Association, board composition, and committee structure in a bid to streamline oversight. See our latest analysis for Shanghai Fudan Microelectronics Group. Those governance upgrades land at a time when sentiment is already strong, with the latest share price at HK$39.86 and a powerful year to date share price return backing the story, even after a...
SEHK:839
SEHK:839Consumer Services

China Education Group (SEHK:839) Is Up 9.1% After Earnings Jump Highlights Sharply Higher Profitability

China Education Group Holdings Limited has released its full-year results for the year ended August 31, 2025, reporting sales of CNY 7,363 million, up from CNY 6,579 million, and net income of CNY 977 million compared with CNY 418 million a year earlier. The sharp improvement in net income, alongside higher basic earnings per share from continuing operations rising to CNY 0.3551, points to stronger profitability and more efficient operations across the group’s education portfolio. With this...
SEHK:2252
SEHK:2252Medical Equipment

Is Shanghai MicroPort MedBot (SEHK:2252)’s Board Revamp Reframing Its Governance Risk‑Reward Profile?

At its November 25, 2025 extraordinary general meeting, Shanghai MicroPort MedBot (Group) Co., Ltd. approved amendments to its Articles of Association and shareholder meeting rules while reshaping its board and board committees, including appointing Dr. Zhaohua Chang as chairperson and several new non-executive and independent non-executive directors. This governance overhaul, spanning refreshed leadership and reconfigured oversight committees, signals a potential recalibration of how the...
SEHK:3988
SEHK:3988Banks

Bank of China (SEHK:3988): Valuation Check After RMB 60 Billion Tier 2 Capital Raise

Bank of China (SEHK:3988) has just completed a sizeable RMB 60 billion issue of write down tier 2 bonds. The move is aimed squarely at shoring up capital and giving the balance sheet more strategic flexibility. See our latest analysis for Bank of China. Even with the share price easing 4.65% over the last week, Bank of China still carries a solid year to date share price return of around 16%. Its 1 year total shareholder return north of 30% suggests momentum is still broadly constructive as...
SEHK:2617
SEHK:2617Biotechs

TransThera Sciences (Nanjing) (SEHK:2617): Assessing a Lofty Valuation After a 200% Three-Month Surge

TransThera Sciences (Nanjing) SEHK:2617 has quietly delivered a sharp move over the past 3 months, climbing more than 200%, which naturally raises the question of what the market is now pricing in. See our latest analysis for TransThera Sciences (Nanjing). That surge sits on top of an already extraordinary year to date, with a 726.38% year to date share price return. This suggests investors are rapidly repricing TransThera’s risk and growth prospects, even as near term swings remain...
SEHK:3690
SEHK:3690Hospitality

Meituan (SEHK:3690): Reassessing Valuation After Keeta Launch and Swing Back to Quarterly Net Loss

Meituan (SEHK:3690) just delivered a mixed third quarter update, with modest revenue growth but a swing from profit to a hefty net loss, right as it launches its new delivery platform, Keeta. See our latest analysis for Meituan. Despite the buzz around Keeta and Meituan’s push into new delivery formats, the 1 year total shareholder return of about -38 percent and steep year to date share price decline suggest sentiment is still cautious rather than momentum driven. If this kind of volatility...
SEHK:992
SEHK:992Tech

Does Lenovo Still Offer Value After AI Ready PC Push And Share Price Volatility?

Wondering if Lenovo Group is still a smart buy at today’s price, or if the market has already priced in its upside? You are not alone in asking whether the current tag matches its long term potential. The stock has been a bit choppy lately, up 1.4% over the last week but down 12.6% over the past month, even though it is still up 1.2% year to date, 11.2% over 1 year, 81.9% over 3 years, and 109.4% over 5 years. Recent headlines have focused on Lenovo’s push into AI ready PCs, expanding its...
SEHK:2507
SEHK:2507Aerospace & Defense

Is Cirrus Aircraft’s (SEHK:2507) New Trade‑In Program Quietly Redefining Its Upgrade‑Cycle Economics?

In December 2025, Cirrus Aircraft launched “Cirrus Next,” a trade-in and upgrade program that simplifies purchasing a new Cirrus by offering a streamlined pathway and trade-in option for existing aircraft, covering late-model SR Series and all generations of Vision Jets. By removing the hassle of managing overlapping ownership or downtime without an aircraft, Cirrus Next directly targets a key friction point that can slow upgrade cycles for committed owners. We’ll now examine how this focus...