SEHK:2600
SEHK:2600Metals and Mining

How Board Changes at Aluminum Corp of China (SEHK:2600) Raise Questions About Its Global Sourcing Strategy

On October 31, 2025, Aluminum Corporation of China announced the immediate resignation of Mr. Li Xiehua from his Board and committee roles, citing work requirements, with no disagreements or outstanding concerns reported. This development comes amid significant changes in Guinea’s bauxite sector, where tougher local refining mandates and revoked mining concessions are shifting global supply chains for aluminum producers. We’ll explore how Guinea’s push for domestic alumina processing could...
SEHK:688
SEHK:688Real Estate

China Overseas Land (SEHK:688) Faces 55% Drop in Sales—What Does This Mean for Its Growth Story?

China Overseas Land & Investment Limited announced that in October 2025, contracted property sales fell to approximately RMB 18.66 billion, marking a 55.1% decrease year-on-year, with sales area down by 40%. This significant sales slowdown also contributed to a 21.3% year-on-year decline in accumulated contracted sales for the first ten months of 2025, highlighting pressure on the company's property development business. We will explore how the sharp drop in contracted sales shapes China...
SEHK:1797
SEHK:1797Consumer Retailing

East Buy Holding (SEHK:1797): Evaluating Valuation After Strategic Cash Deployment with Leading Chinese Banks

East Buy Holding (SEHK:1797) recently made headlines by subscribing to wealth management products from China Guangfa Bank and China Merchants Bank. This move highlights their strategic approach to managing surplus cash. See our latest analysis for East Buy Holding. Momentum has cooled for East Buy Holding, with a 1-month share price return of -12.62% and a steep 3-month decline. This comes even as investor interest in undervalued Asian stocks grows. Still, shareholders have seen a stellar...
SEHK:3988
SEHK:3988Banks

Will New Board Appointments Reshape Bank of China’s (SEHK:3988) Approach to Governance and Oversight?

Bank of China recently announced its updated Board of Directors, with Ge Haijiao as Chairman, and revealed the appointment of Mr. Woo Chin Wan Raymond as Independent Non-executive Director from November 7, 2025, following approval from regulators. This focused addition to the board and new committee structure signals the bank’s push to strengthen governance, oversight, and operational effectiveness amid a changing regulatory landscape. We’ll examine how the appointment of a new Independent...
SEHK:2096
SEHK:2096Pharmaceuticals

Simcere (SEHK:2096) Valuation Spotlight After SIM0278 Advances to Phase II Trials for Atopic Dermatitis

Simcere Pharmaceutical Group (SEHK:2096) has kicked off Phase II clinical trials in China for SIM0278, its IL-2 mutant fusion protein targeting moderate to severe atopic dermatitis. The new study highlights advances in selective immune therapies. See our latest analysis for Simcere Pharmaceutical Group. Momentum has been surging for Simcere Pharmaceutical Group lately, with the stock posting a 1-day share price return of 7.52% and an 18.01% gain over the past month. Its year-to-date share...
SEHK:1070
SEHK:1070Consumer Durables

Assessing TCL Electronics (SEHK:1070) Valuation as Momentum Builds in Consumer Electronics Sector

TCL Electronics Holdings (SEHK:1070) closed at HK$9.95, maintaining steady momentum over the past month. Investors have observed a gradual climb as the company’s stock gained 7% across the last week, which reflects renewed interest in the consumer electronics sector. See our latest analysis for TCL Electronics Holdings. The recent rally is part of a larger trend, as TCL Electronics’ solid 1-year total shareholder return of 103% and a sharp year-to-date share price gain of almost 60% show that...
SEHK:6682
SEHK:6682Software

Asian Market Picks: 3 Stocks That Might Be Trading Below Intrinsic Value Estimates

As the Asian markets navigate a landscape marked by easing U.S.-China trade tensions and a cautiously optimistic outlook, investors are increasingly on the lookout for opportunities that might be trading below their intrinsic value estimates. In this environment, identifying stocks with strong fundamentals and potential for growth can provide a strategic advantage in building a resilient portfolio.