SEHK:2342
SEHK:2342Communications

Could Board Changes at Comba Telecom (SEHK:2342) Reveal a Shift in Governance Priorities?

Comba Telecom Systems Holdings recently announced that Ms. Wong Lok Lam resigned from her roles on the board and key committees, with Dr. Tan Khee Giap appointed as the new independent non-executive director and committee chairman effective 16 October 2025. Dr. Tan's extensive board experience throughout Asia and his advisory roles across major listed organizations highlight the company's focus on deepening governance and regional insights. We'll explore how bringing Dr. Tan’s governance...
SEHK:1361
SEHK:1361Luxury

361 Degrees International (SEHK:1361) Is Up 6.8% After Double-Digit Offline and E-Commerce Sales Growth

361 Degrees International announced on October 13, 2025, that third quarter sales for both its core and kids branded products grew approximately 10% year-over-year through offline channels, while the company's e-commerce platform saw retail sales increase by about 20% compared to the same period in 2024. This broad-based sales growth across physical and digital channels underscores the company's ability to strengthen its market position among both traditional and online consumers. We’ll now...
SEHK:2018
SEHK:2018Electronic

AAC Technologies Holdings (SEHK:2018): Valuation Insights Following Launch of Major Share Buyback Program

AAC Technologies Holdings (SEHK:2018) just kicked off a substantial share buyback program authorized by its shareholders. The company aims to repurchase up to 10% of its issued share capital, with the move intended to boost value for existing investors. See our latest analysis for AAC Technologies Holdings. Over the past year, AAC Technologies Holdings has not only launched this major buyback, but momentum has also been building. While the share price has been volatile in recent months, the...
SEHK:883
SEHK:883Oil and Gas

Will CNOOC’s (SEHK:883) CEO Departure Shift Its Strategic Focus and Risk Appetite?

On October 20, 2025, CNOOC Limited announced that Mr. Zhou Xinhuai resigned as Chief Executive Officer, Executive Director, and Vice Chairman of the Board, also stepping down from the Strategy and Sustainability Committee on the same day. This leadership transition marks a significant shift for the company, as executive changes at this level can influence both strategic direction and investor sentiment. We'll examine how the CEO's departure could alter CNOOC's long-term priorities and risk...
SEHK:1171
SEHK:1171Oil and Gas

Will Increased Coal Output in 2025 Shift Yankuang Energy Group's (SEHK:1171) Investment Narrative?

Yankuang Energy Group Company Limited announced that in the third quarter and first nine months of 2025, it achieved increased saleable coal production volumes, reporting 4,603 ten kiloton and 13,589 ten kiloton respectively, up from the prior year. This rise in output highlights the company's capacity for operational growth and efficiency at a time when energy sector performance is under close investor focus. We'll examine how these increased production figures reinforce Yankuang Energy...
SEHK:1316
SEHK:1316Auto Components

Did Nexteer’s New Mexico Technical Center Just Shift Its (SEHK:1316) Investment Narrative?

Nexteer Automotive recently held the opening ceremony for its new Mexico Technical Center (MXTC), highlighting an expansion of local engineering and technical support capabilities for OEM customers in Mexico and North America. This center emphasizes the company’s focus on innovation, regional collaboration, and enhancing operational efficiency to support customer-focused growth through a skilled, multidisciplinary workforce. We'll explore how the enhanced engineering capabilities brought by...
SEHK:1258
SEHK:1258Metals and Mining

How Investors Are Reacting To China Nonferrous Mining (SEHK:1258) Surging Copper Output and Profit Growth

China Nonferrous Mining Corporation Limited recently reported a 12% year-on-year increase in copper cathode production and a 13% rise in profit, driven by higher copper prices and output. Despite significant declines in liquid sulphur dioxide and cobalt production, the company's improved core copper operations have been a key driver for its financial performance. We'll explore how the robust copper production figures shape China Nonferrous Mining's investment narrative going forward. These...
SEHK:2498
SEHK:2498Electronic

Robosense Technology (SEHK:2498): Assessing Valuation After AC2 'Robot Manipulation Eye' Sensor Launch and Industry Buzz

Robosense Technology (SEHK:2498) made headlines at the International Conference on Intelligent Robots and Systems (IROS 2025) by unveiling its AC2 "Robot Manipulation Eye," a next-generation sensor with advanced perception capabilities and an industrial focus. See our latest analysis for Robosense Technology. Following the AC2 launch and industry buzz, Robosense Technology has seen notable momentum build in its stock. The company’s year-to-date share price return stands at 21.92%, while the...
SEHK:2367
SEHK:2367Personal Products

Is Collagen Filler Approval Shaping the Investment Case for Giant Biogene Holding (SEHK:2367)?

Giant Biogene Holding Co., Ltd recently announced that its subsidiary received approval from the China National Medical Products Administration for a new collagen-based dermal filler designed to address facial dynamic wrinkles. This approval underscores the company’s ongoing investment in skin rejuvenation technologies and further expands its offerings in the health and beauty industry. We'll explore how this regulatory milestone, especially the focus on leveraging existing brands and...
SEHK:16
SEHK:16Real Estate

Sun Hung Kai Properties (SEHK:16): How Geopolitical Hopes and Analyst Views Are Shaping Valuation Insights

Sun Hung Kai Properties (SEHK:16) traded higher as market sentiment picked up on hopes of easing geopolitical tensions, following reports of a possible US-China leaders' meeting. Investors appear to be responsive to changes in global risk perception. See our latest analysis for Sun Hung Kai Properties. Sun Hung Kai Properties has enjoyed a solid run lately, with market optimism fueling a 1-day share price return of 1.66% and a robust year-to-date gain of nearly 29%. While momentum has picked...
SEHK:1811
SEHK:1811Renewable Energy

CGN New Energy (SEHK:1811) Valuation Spotlight: Leadership Changes and Mixed Power Output Shape Investor Outlook

CGN New Energy Holdings (SEHK:1811) caught investors’ eyes after the resignation of President and executive Director Li Guangming. This move comes just days after the company reported a drop in power generation for both wind and hydro projects. See our latest analysis for CGN New Energy Holdings. CGN New Energy Holdings’ share price has picked up speed in 2025, closing at HK$2.83 after building on positive momentum from the past several months. Despite leadership changes and a dip in...
SEHK:2628
SEHK:2628Insurance

China Life Insurance (SEHK:2628) Is Up 8.4% After Issuing Strong 2025 Profit Growth Guidance

Earlier this month, China Life Insurance provided earnings guidance for the first three quarters of 2025, projecting net profit attributable to equity holders in the range of RMB156.79 billion to RMB177.69 billion, an increase of approximately 50% to 70% year-on-year compared to 2024. This anticipated surge in profit was attributed by the company to improved value creation, asset allocation strategies, and significantly higher investment returns amid a recovering stock market. We'll now...
SEHK:1651
SEHK:1651Machinery

A Fresh Look at Precision Tsugami (China) (SEHK:1651) Valuation Following Profit Surge on Manufacturing Rebound

Precision Tsugami (China) (SEHK:1651) just released an earnings update, reporting a 48% jump in profit for the past six months. This surge was driven by China’s manufacturing rebound and increased demand from sectors such as new energy vehicles and AI. See our latest analysis for Precision Tsugami (China). Precision Tsugami (China)’s surge in profitability has caught the market’s attention. Its 1-day share price return was 7.24%, pushing the stock to $37.64. The stock has notched an...
SEHK:737
SEHK:737Infrastructure

Shenzhen Investment Holdings Bay Area Development (SEHK:737) Margin Improvement Challenges Ongoing Profit Decline Narrative

Shenzhen Investment Holdings Bay Area Development (SEHK:737) posted a net profit margin of 59.3%, up from last year’s 56.6%, showing improved margin performance. Over the last five years, however, earnings have fallen by 12.4% per year, and recent earnings growth remains negative. With shares currently priced at HK$1.82, which is below the estimated fair value of HK$2.56, but trading at a premium P/E of 10.9x versus industry and peer averages, investors are weighing a mix of high-quality...
SEHK:788
SEHK:788Telecom

A Look at China Tower (SEHK:788) Valuation After Strong Nine-Month Sales and Profit Growth

China Tower (SEHK:788) just posted higher sales and net income for the first nine months of 2025, catching investors’ attention as revenue and profit both improved compared to last year’s period. See our latest analysis for China Tower. After posting its strongest nine-month results yet, China Tower’s year-to-date share price return of 1.42% seems modest. However, long-term investors have enjoyed much more, as its 3-year total shareholder return stands at an impressive 82.4%. This points to...
SEHK:3690
SEHK:3690Hospitality

Meituan (SEHK:3690): Revisiting Valuation After Competitive Pressures Hit Profits and Spark AI, Global Expansion Bets

Meituan (SEHK:3690) is under pressure after reporting higher net losses, as fierce competition in the food delivery market squeezes profits. Recent efforts to invest in AI and expand internationally are drawing attention from investors. See our latest analysis for Meituan. Despite the company’s ambitious jumps into AI and global expansion, Meituan’s 1-year total shareholder return is a steep -45.59%, with momentum still clearly under pressure after a year-to-date share price return of -33.2%...
SEHK:3908
SEHK:3908Capital Markets

Could a Governance Overhaul at China International Capital (SEHK:3908) Shift Its Strategic Decision-Making Power?

China International Capital Corporation Limited has recently proposed the cancellation of its Supervisory Committee and related amendments to its Articles of Association, with these changes to be put to a shareholder vote at the upcoming AGM on October 31, 2025. This proposed governance shift marks a significant restructuring of the company's oversight mechanisms, a move that could reshape internal controls and future decision-making processes. We'll now consider how this planned change to...
SEHK:1519
SEHK:1519Logistics

J&T Global Express (SEHK:1519): Valuation in Focus After Strong Parcel Growth and Expansion Success

J&T Global Express (SEHK:1519) just announced third-quarter operating results that put growth in focus. Total parcel volume climbed 23% from last year, and daily volumes averaged 83.4 million, outpacing market expectations. See our latest analysis for J&T Global Express. The upbeat shipment growth has clearly caught investors’ attention, with a striking year-to-date share price return of 77.8% reflecting both the company’s accelerating volumes and renewed confidence in its expansion strategy...
SEHK:9992
SEHK:9992Specialty Retail

Pop Mart (SEHK:9992): Assessing Valuation After Exceptional Q3 Global Revenue Growth

Pop Mart International Group (SEHK:9992) delivered impressive third-quarter 2025 results, with sales surging 245% to 250% from a year earlier. Gains were strong in both China and overseas markets. See our latest analysis for Pop Mart International Group. Despite the impressive 245% to 250% third-quarter revenue surge, Pop Mart International Group’s shares have recently pulled back, falling nearly 12% over the past month. That said, momentum remains remarkable in the bigger picture, with a...
SEHK:388
SEHK:388Capital Markets

Hong Kong Exchanges (SEHK:388): Evaluating Its Valuation After a Quiet Market Session

Hong Kong Exchanges and Clearing (SEHK:388) shares posted a mild move today, reflecting a quieter session for the wider Hong Kong market. Investors appear to be weighing recent trading activity while keeping an eye on longer-term performance trends. See our latest analysis for Hong Kong Exchanges and Clearing. After a robust start to the year, Hong Kong Exchanges and Clearing’s momentum has cooled in recent months. While the share price return has soared over 48% year-to-date, the 1-year...
SEHK:1313
SEHK:1313Basic Materials

China Resources Cement (SEHK:1313) One-Off CN¥257.5m Loss Challenges Earnings Recovery Narrative

China Resources Building Materials Technology Holdings (SEHK:1313) reported a one-off loss of CN¥257.5 million over the twelve months to 30th September 2025, which dragged its net profit margin down to 1%, compared to 1.4% last year. Over the last five years, earnings have declined at an average rate of 60.9% per year, with earnings growth turning negative in the latest period. This has pushed recent performance far below its longer-term trends. Despite these setbacks, analyst forecasts point...
SEHK:2689
SEHK:2689Forestry

Nine Dragons Paper (SEHK:2689) Profit Margins Double, Reinforcing Bullish Earnings Narratives

Nine Dragons Paper (Holdings) (SEHK:2689) reported a net profit margin of 2.8%, up from 1.3% the previous year, with earnings growth of 135.4% over the last twelve months. While revenue is forecast to grow by 5.3% per year and earnings are expected to increase by 20.3% annually, these figures show the company’s earnings momentum now outpacing the Hong Kong market average. For investors, the key story is accelerating profit improvement alongside robust earnings quality. However, questions...
SEHK:1088
SEHK:1088Oil and Gas

China Shenhua Energy (SEHK:1088) Revenue Growth Trails Market, Challenging Bullish Valuation Narratives

China Shenhua Energy (SEHK:1088) reported annual revenue growth of 1.5%, trailing behind the broader Hong Kong market’s 8.6% growth rate. EPS trends have come under pressure, with a 7% compound annual growth rate over five years giving way to negative earnings growth in the past year and forecasts pointing to a 1% annual decline over the next three years. Despite net profit margins holding steady at 17.6%, just shy of last year's 17.7%, the latest results highlight a challenging outlook and...
SEHK:488
SEHK:488Real Estate

Lai Sun Development (SEHK:488) Losses Accelerate, Sustaining Deep Discount and Bearish Market Narrative

Lai Sun Development (SEHK:488) remains unprofitable, with losses accelerating at an average rate of 4.2% per year over the last five years. Net profit margins have stalled with no visible improvement, and earnings growth was not measurable due to persistent unprofitability. With profits showing no signs of acceleration and no evidence of meaningful past earnings quality, investors are left with a stock trading at a price-to-sales ratio of just 0.2x, which is far below both the industry and...