SEHK:3690
SEHK:3690Hospitality

Does Meituan’s Q3 2025 Swing To Net Loss Change The Bull Case For Meituan (SEHK:3690)?

Meituan has reported its third quarter 2025 results, with revenue rising slightly year-on-year to CNY 95,488.11 million but shifting from a CNY 12,864.70 million net profit to a CNY 18,632.45 million net loss. This move from profit to loss despite higher sales points to pressure on costs or margins, raising questions about the quality of Meituan’s current growth. Next, we’ll examine how Meituan’s swing to a sizeable quarterly net loss could reshape its previously margin-focused investment...
SEHK:2688
SEHK:2688Gas Utilities

ENN Energy Holdings (SEHK:2688): Valuation Check After Hang Seng China Enterprises Index Removal

ENN Energy Holdings (SEHK:2688) just dropped out of the Hang Seng China Enterprises Index, a structural shake up that can force index funds to sell and temporarily distort how the stock trades. See our latest analysis for ENN Energy Holdings. That index exit comes after a strong run, with a year to date share price return of around 31.8 percent and a 1 year total shareholder return of 30.3 percent, even though the 3 year and 5 year total shareholder returns remain negative. This suggests...
SEHK:1347
SEHK:1347Semiconductor

Hua Hong Semiconductor (SEHK:1347): Rethinking Valuation After US Approval of Nvidia’s H200 Exports to China

The latest U.S. move to let Nvidia ship H200 AI chips into China has put Hua Hong Semiconductor (SEHK:1347) under pressure, as investors reassess domestic chipmakers in a suddenly more competitive landscape. See our latest analysis for Hua Hong Semiconductor. That backdrop helps explain why the stock wobbled on the Nvidia headlines, even though Hua Hong’s 90 day share price return of 51.49 percent and 1 year total shareholder return of 266.51 percent still signal powerful, but increasingly...
SEHK:2477
SEHK:2477IT

WellCell Holdings (SEHK:2477) Valuation After Executive Shake-Up and Alibaba Veteran’s Appointment

WellCell Holdings (SEHK:2477) just shook up its leadership, with long standing executive director Cong Bin stepping down. Chief operating officer Zhang Xiaolong, an Alibaba and Ant Group veteran, is stepping into the executive director role. See our latest analysis for WellCell Holdings. The leadership reshuffle lands after a powerful run, with the share price delivering a roughly 351 percent year to date share price return and a 598 percent one year total shareholder return, suggesting...
SEHK:1368
SEHK:1368Luxury

Is Xtep (SEHK:1368) Undervalued After Recent Share Price Weakness? Exploring the Growth Narrative and Fair Value

Xtep International Holdings (SEHK:1368) has drifted lower over the past 3 months, even as revenue and net income keep growing. That disconnect sets up an interesting value question for long term investors. See our latest analysis for Xtep International Holdings. At HK$5.37, Xtep’s recent 90 day share price return of negative 18.02 percent sits in sharp contrast to its solid business growth. Even with a five year total shareholder return of 123.59 percent, momentum clearly looks to be fading...
SEHK:3360
SEHK:3360Diversified Financial

Will Far East Horizon’s New Board Structure (SEHK:3360) Deepen Governance Strength Or Add Complexity?

Far East Horizon recently reshaped its board structure, detailing the roles of directors and establishing four committees covering audit and risk management, remuneration and nomination, strategy and investment, and environmental, social and governance oversight. The appointment of Mr. Liu Jialin as lead independent director marks a governance shift designed to strengthen board effectiveness and shareholder engagement under updated listing and corporate governance rules. We'll now examine...