SEHK:1093
SEHK:1093Pharmaceuticals

CSPC Pharmaceutical Group (SEHK:1093) Valuation After Dual China–US Trial Approvals for Obesity and Kidney Drug Candidates

CSPC Pharmaceutical Group (SEHK:1093) just cleared two regulatory hurdles, securing trial approvals in China and the US for first in class obesity and kidney disease candidates, giving investors fresh, data-driven reasons to revisit the stock. See our latest analysis for CSPC Pharmaceutical Group. These back to back trial greenlights land at a time when CSPC Pharmaceutical Group’s 1 year total shareholder return of 58.59 percent contrasts sharply with a weak 90 day share price return of...
SEHK:1133
SEHK:1133Electrical

Harbin Electric (SEHK:1133) Valuation Check After HSBC’s Bullish Call on Its Clean Power Role

HSBC Global Research has just spotlighted Harbin Electric (SEHK:1133), highlighting its role in nuclear and hydropower supply as China wrestles with energy oversupply and fast rising demand from AI driven data centers. See our latest analysis for Harbin Electric. The HSBC call lands on a stock that has already been on a tear, with a roughly 66% 3 month share price return and a near fivefold 1 year total shareholder return, suggesting momentum is still very much intact despite only modest...
SEHK:6855
SEHK:6855Biotechs

Revisiting Ascentage Pharma Group International (SEHK:6855)’s Valuation After Its Strong One-Year Share Price Gain

Ascentage Pharma Group International (SEHK:6855) has quietly outperformed over the past year, and with shares up roughly 56% in that time, investors are starting to revisit the story behind this clinical stage biotech. See our latest analysis for Ascentage Pharma Group International. The stock has been choppy in recent months, with a 1 day share price return of 4.44 percent and a 90 day share price return of minus 19.91 percent. However, a 1 year total shareholder return of 55.76 percent...
SEHK:386
SEHK:386Oil and Gas

What China Petroleum & Chemical (SEHK:386)'s DME Marine Fuel Push Means For Shareholders

Earlier this month, a coalition of major Chinese state-owned enterprises and academic institutions, including China Petroleum & Chemical Corp. (Sinopec), launched an initiative to promote dimethyl ether (DME) as a cleaner and safer next-generation marine fuel, targeting advances in production, engine systems, refueling infrastructure, and safety standards. This alliance positions Sinopec at the center of efforts to accelerate low-emission shipping fuels, potentially reinforcing its role in...
SEHK:151
SEHK:151Food

Reassessing Want Want China Holdings (SEHK:151) Valuation After Mixed Half-Year Results and Profit Decline

Want Want China Holdings (SEHK:151) just posted mixed half year earnings, with sales edging higher but net income and earnings per share slipping, giving investors a tricky read on underlying profitability. See our latest analysis for Want Want China Holdings. The latest half year numbers land after a choppy stretch for the shares, with a 7 day share price return of 5.36 percent but a 90 day share price return of negative 11.69 percent. The 1 year total shareholder return of 14.60 percent...
SEHK:6088
SEHK:6088Electronic

How FIT Hon Teng’s Circular Delay Tests Disclosure Discipline and Execution Confidence for SEHK:6088 Investors

Earlier in December 2025, FIT Hon Teng Limited announced that it would postpone the dispatch of a circular on framework agreements and related transactions from December 5 to December 16, 2025, to complete the necessary information. This extra preparation time highlights how documentation quality and disclosure timing can affect shareholder expectations around upcoming deals and corporate actions. We’ll explore how the delayed circular on framework agreements could shape FIT Hon Teng’s...
SEHK:9880
SEHK:9880Machinery

Assessing Ubtech Robotics (SEHK:9880) Valuation After Its HK$3.1 Billion Follow-On Equity Offering

Ubtech Robotics (SEHK:9880) has just wrapped up a HK$3.1 billion follow on equity offering at around HK$98.8 a share. This move reshapes its capital base and raises fresh growth capital. See our latest analysis for Ubtech Robotics. Since the follow on was first filed in late November, Ubtech Robotics' share price has risen to HK$116.1. The strong year to date share price return of 119.06% suggests momentum is still building, despite a softer 1 month share price return of 12.58% and a more...
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...