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,...