SEHK:2007
SEHK:2007Real Estate

Country Garden (SEHK:2007) Leadership Shake-Up Sparks Fresh Look at Its Depressed Price-to-Sales Valuation

Country Garden Holdings (SEHK:2007) just reshuffled its top ranks, moving long time president Mo Bin into a co chairman role while elevating Cheng Guangyu to president, paired with fresh November sales figures. See our latest analysis for Country Garden Holdings. Even with the leadership reshuffle and November’s RMB 2.35 billion in attributable contracted sales, sentiment remains fragile. A 1 month share price return of negative 11.11% and a 5 year total shareholder return of negative 94.76%...
SEHK:3328
SEHK:3328Banks

How Investors Are Reacting To Bank of Communications (SEHK:3328) Capital Raise and Interim Dividend Decision

Bank of Communications Co., Ltd. recently approved a 2025 interim cash dividend of RMB1.563 per 10 shares and updated its interim dividend distribution arrangements, while also clarifying withholding tax rules for different categories of shareholders. In parallel, the bank completed a very large capital increase to RMB88.36 billion through the issuance of over 14 billion new A Shares, which can reinforce its regulatory capital base and support future business growth. We’ll examine how the...
SEHK:1810
SEHK:1810Tech

How Investors Are Reacting To Xiaomi (SEHK:1810) Embedding Stablecoin Payments And Crypto Wallets In New Phones

In December 2025, Sei announced a major initiative with Xiaomi to pre-install a next-generation crypto wallet and discovery app on all new Xiaomi smartphones sold outside mainland China and the US, and to enable stablecoin payments for Xiaomi products across its global retail and digital ecosystem. This collaboration could act as a large-scale on-ramp to web3 for millions of users in regions where Xiaomi dominates smartphone share, such as Greece and India, while embedding blockchain...
SEHK:371
SEHK:371Water Utilities

Beijing Enterprises Water Group (SEHK:371): Valuation Check as New PRC Medium-Term Notes Tackle Offshore Debt

Beijing Enterprises Water Group (SEHK:371) just moved to fine tune its balance sheet by planning a new 5 year medium term note issue in the mainland to refinance offshore loans and streamline funding costs. See our latest analysis for Beijing Enterprises Water Group. The move comes after a choppy stretch for the stock, with a modestly positive year to date share price return but a far stronger 1 year total shareholder return of nearly 12 percent, suggesting steady dividend support even as...
SEHK:1811
SEHK:1811Renewable Energy

Assessing CGN New Energy (SEHK:1811)’s Valuation After November’s 28% Power Generation Jump

CGN New Energy Holdings (SEHK:1811) just posted a 28% jump in November power generation versus last year, mainly from solar and Korean projects, even though output for the year to date is slightly lower. See our latest analysis for CGN New Energy Holdings. The market seems to be noticing this pickup in operational momentum. The share price is at HK$2.78 and a strong year to date share price return of 18.8 percent supports a robust 5 year total shareholder return of 180 percent, which signals...
SEHK:700
SEHK:700Interactive Media and Services

How Investors Are Reacting To Tencent Holdings (SEHK:700) Esports Record And MiniMax AI IPO Plans

Tencent recently co-hosted the KPL 2025 Grand Finals in Beijing’s National Stadium with Hero Esports, setting a Guinness World Record for single-event esports attendance with 62,196 fans, while another Tencent-backed company, AI start-up MiniMax, has moved ahead with plans to use its proposed Hong Kong IPO proceeds to fund research and development. Together, these developments highlight Tencent’s broad reach across competitive AI and mobile gaming, reinforcing its influence in both global...
SEHK:2016
SEHK:2016Banks

Did Consolidating Chairman and President Roles Just Reshape China Zheshang Bank's (SEHK:2016) Governance Story?

China Zheshang Bank Co. Ltd. recently announced that its Board elected Mr. Chen Haiqiang, the Bank’s Party Secretary, executive Director, and president, as chairman of the seventh session of the Board, and confirmed the updated mix of executive, non-executive, and independent non-executive directors as of December 5, 2025. This move consolidates party leadership, executive management, and board oversight under Mr. Chen, potentially sharpening governance cohesion and decision-making within...
SEHK:2367
SEHK:2367Personal Products

Giant Biogene Holding (SEHK:2367): Valuation Check After New Buyback Plan and Fresh Broker Buy Ratings

Giant Biogene Holding (SEHK:2367) has put itself back on investors radar with a fresh share repurchase plan, paired with supportive calls from major brokerages that frame the stock as a value opportunity. See our latest analysis for Giant Biogene Holding. The buyback and upbeat broker coverage arrive after a tough stretch, with a 90 day share price return of negative 44.37 percent and a one year total shareholder return of negative 30.48 percent. This suggests momentum may be stabilising...
SEHK:1208
SEHK:1208Metals and Mining

MMG’s Leadership Overhaul Might Change The Case For Investing In MMG (SEHK:1208)

MMG Limited recently reshaped its leadership structure, appointing Cao Liang as chairman, naming new presidents for Las Bambas and Africa operations, elevating Nan Wang to Chief Operating Officer, and expanding Chief Financial Officer Qian Song’s responsibilities as of early December 2025. This leadership refresh concentrates experienced operators and project managers in MMG’s most important assets, potentially influencing how the group executes growth plans and manages operational and...
SEHK:1801
SEHK:1801Biotechs

Why Innovent Biologics (SEHK:1801) Is Down 7.4% After Promising Adolescent Obesity Data For Mazdutide

Innovent Biologics recently reported that its Phase 1b trial of mazdutide, a GLP-1/GCG dual agonist, in Chinese adolescents with obesity met its primary endpoint, showing meaningful weight-loss and metabolic improvements with a favorable safety profile. This is particularly significant because China currently has no approved weight-loss drugs for children or adolescents, positioning mazdutide as a potential first-in-class option in a rapidly growing and clinically underserved...
SEHK:1138
SEHK:1138Oil and Gas

How Investors Are Reacting To COSCO SHIPPING Energy (SEHK:1138) Major Connected-Party Fleet Expansion Plan

COSCO SHIPPING Energy Transportation previously signed contracts with COSCO SHIPPING Heavy Industry subsidiaries to build one ethylene carrier and eighteen oil tankers, transactions that qualify as connected deals under Hong Kong Stock Exchange rules and therefore require shareholder approval. The scale of these vessel orders signals a meaningful expansion of the company’s core energy-shipping fleet and underlines its intent to strengthen its role in global energy logistics. We will now...
SEHK:3
SEHK:3Gas Utilities

Hong Kong and China Gas (SEHK:3) Valuation After Major AWS Cloud and AI Modernization Drive

Hong Kong and China Gas (SEHK:3) just pushed a big chunk of its core infrastructure onto Amazon Web Services with partner eCloudvalley, aiming for up to 40% lower IT costs and 99.99% uptime on mission critical systems. See our latest analysis for Hong Kong and China Gas. The HK$7.18 share price has held up reasonably well this year, with a 17.5% year to date share price return and a 24.8% one year total shareholder return suggesting improving sentiment as investors warm to its gradual...
SEHK:291
SEHK:291Beverage

How ESG-Linked Incentives and Awards Could Reshape China Resources Beer (SEHK:291)'s Long-Term Investment Story

China Resources Beer (Holdings) Company Limited was recently named a winner for both Corporate Governance and ESG Excellence Awards at the 2025 Hong Kong Corporate Governance and ESG Excellence Awards, reflecting independent recognition of its governance structures and sustainability focus. The awards highlight how China Resources Beer is tying ESG performance to management incentives and actively addressing climate change, underlining an emphasis on long-term value creation and risk...
SEHK:2616
SEHK:2616Biotechs

CStone Pharmaceuticals (SEHK:2616): Valuation Check After GAVRETO Wins China National Reimbursement Drug List Approval

CStone Pharmaceuticals (SEHK:2616) just secured a key regulatory win, with its RET-targeting cancer drug GAVRETO set to join China’s National Reimbursement Drug List from January 2026. This change could reshape both patient access and long term revenue visibility. See our latest analysis for CStone Pharmaceuticals. The market seems to be warming up to that story already, with a 1 month share price return of 11.48 percent and a powerful year to date share price gain of 149.8 percent, even...