SEHK:9999
SEHK:9999Entertainment

NetEase (SEHK:9999): Valuation Check After China Gaming Revenues Hit Record Highs and Overseas Growth Accelerates

China's video game market just logged record revenue, growing about 8% this year as domestic hits from Tencent and NetEase (SEHK:9999) gained traction overseas, especially on mobile and AI enhanced titles. See our latest analysis for NetEase. NetEase's share price has pulled back from recent highs, with a 90 day share price return of negative 8.38%. However, the year to date share price return of 56.04% and three year total shareholder return of 102.88% still point to strong, longer term...
SEHK:2628
SEHK:2628Insurance

Evaluating China Life Insurance (SEHK:2628)’s Valuation After RMB5 Billion Real Estate Commitment

China Life Insurance (SEHK:2628) has been back on investors’ radar after committing an extra RMB5 billion to its flagship real estate partnership, tightening the link between its investment portfolio and long term insurance liabilities. See our latest analysis for China Life Insurance. The extra commitment to its Beijing real estate project comes on top of November’s strong premium update and tighter asset management governance. The market has taken notice, with the share price at HK$28.8 and...
SEHK:175
SEHK:175Auto

Geely Automobile (SEHK:175) Valuation Check After Launching a 10% Share Buyback Program

Geely Automobile Holdings (SEHK:175) has kicked off a sizable share buyback, with approval to repurchase up to 10% of its stock. This move can tighten supply and lift per share metrics over time. See our latest analysis for Geely Automobile Holdings. The buyback kicks in as the share price sits at HK$16.96, with a solid year to date share price return of around 20% but a softer 1 year total shareholder return of 12.8%. This suggests momentum is firming but not euphoric. If you like Geely’s...
SEHK:1918
SEHK:1918Real Estate

Sunac China (SEHK:1918) Valuation Check as Offshore Debt Restructuring Nears Key Completion Step

Sunac China Holdings (SEHK:1918) is back on investors radar as its long running offshore debt overhaul nears a key milestone, with markets eyeing the effective date of its multi billion dollar restructuring plan. See our latest analysis for Sunac China Holdings. The debt overhaul narrative is now clearly showing up in the tape, with the share price at HK$1.31 after a steep year to date share price return of minus 42.29 percent and a one year total shareholder return of minus 46.31 percent...
SEHK:512
SEHK:512Pharmaceuticals

Grand Pharmaceutical Group (SEHK:512) Valuation After Phase II Success for Innovative TCM Depression Treatment

Grand Pharmaceutical Group (SEHK:512) just cleared a key hurdle. Its TCM antidepressant candidate GPN01360 hit the primary endpoint in a Phase II trial in China, reinforcing the company’s push into broader chronic disease markets. See our latest analysis for Grand Pharmaceutical Group. The market seems to be taking notice, with the latest 1 day share price return of 2.63 percent lifting Grand Pharmaceutical Group to HK$8.19. Its year to date share price return of 78.04 percent and three year...