SEHK:3692
SEHK:3692Pharmaceuticals

Hansoh Pharmaceutical Group (SEHK:3692) Valuation in Focus After Regulatory Progress on Novel RET Inhibitor

Hansoh Pharmaceutical Group (SEHK:3692) just announced that China’s National Medical Products Administration has accepted its New Drug Application for HS-10365 capsules, targeting RET fusion-positive non-small cell lung cancer. This regulatory milestone may draw investor attention given its pipeline implications. See our latest analysis for Hansoh Pharmaceutical Group. Hansoh Pharmaceutical Group’s latest regulatory news comes amid a year of remarkable momentum, with the share price up a huge...
SEHK:1211
SEHK:1211Auto

BYD (SEHK:1211) Margin Compression Raises Fresh Doubts on Quality of Earnings Growth Narrative

BYD (SEHK:1211) reported five-year annualized earnings growth of 47.1%, while more recent annual growth sits at 13.1%. With earnings projected to climb 18.84% per year and revenue expected to increase by 12.4% annually, both outpacing Hong Kong market averages, investors are watching these growth metrics closely. Net profit margins came in at 4.6%, down a touch from last year’s 5%, reflecting ongoing pressure but leaving room for optimism about forward momentum. See our full analysis for...
SEHK:762
SEHK:762Telecom

China Unicom (SEHK:762) Valuation in Focus After Strong Earnings and Subscriber Growth

China Unicom (Hong Kong) (SEHK:762) just released its latest earnings, reporting higher revenue and net income for the nine months ended September 2025 compared to last year. The company also updated investors about its growing subscriber and network numbers. See our latest analysis for China Unicom (Hong Kong). Momentum has been strong for China Unicom (Hong Kong), with its recent results reflected not just in the books, but also in investor sentiment. The company’s share price has climbed...
SEHK:3888
SEHK:3888Entertainment

Kingsoft (SEHK:3888): Assessing Valuation After Strong Subsidiary Results and Policy Tailwinds in China

Kingsoft (SEHK:3888) is in the spotlight after its subsidiary Beijing Kingsoft Office Software posted strong revenue and profit gains for the first nine months of 2025. This highlights effective execution and strengthens its financial position. See our latest analysis for Kingsoft. Kingsoft’s latest numbers surface just as the company rides a wave of optimism, with software policy shifts in China providing added momentum. The share price has gained 5.81% year-to-date, but what really stands...
SEHK:1658
SEHK:1658Banks

Postal Savings Bank of China (SEHK:1658) Margin Improvement Reinforces Defensive Narrative Despite Dividend Questions

Postal Savings Bank of China (SEHK:1658) delivered 13.7% earnings growth this year, outpacing its longer-term profit growth of 5.1% per year over the past five years. Net profit margins climbed from 23.8% to 26.9% and shares now trade at HK$5.48, still significantly below the discounted cash flow fair value estimate of HK$9.87. Investors have seen a string of high-quality results, with ongoing revenue and profit growth driving improved profitability, even as earnings forecasts remain a touch...
SEHK:1299
SEHK:1299Insurance

AIA Group (SEHK:1299) Is Up 6.2% After Record 25% Q3 New Business Growth—Has the Bull Case Changed?

AIA Group Limited recently reported a record 25% rise in its third-quarter 2025 value of new business, with double-digit growth led by Hong Kong, Mainland China, ASEAN, and India. This result was driven by a record agency value of new business and an 18% increase in recruitment, reflecting the company's strong distribution capabilities in Asian markets. We'll examine how AIA Group's record growth in new business value influences its investment outlook and long-term earnings narrative. These...
SEHK:2171
SEHK:2171Biotechs

Promising CAR-T Trial Results and Major Buyback Could Be a Game Changer for CARsgen (SEHK:2171)

CARsgen Therapeutics Holdings recently announced encouraging results from clinical trials of its CAR-T therapies for solid tumors and plasma cell leukemia, while also commencing a share repurchase program covering up to 10% of issued share capital as mandated by its shareholders. This combination of promising clinical advancements in immuno-oncology and capital management initiatives sets the company apart in a highly competitive sector. We’ll explore how the initiation of a large share...
SEHK:1801
SEHK:1801Biotechs

How Surging Revenue and Mazdutide’s Phase 3 Success at Innovent Biologics (SEHK:1801) Has Changed Its Investment Story

Innovent Biologics recently reported third quarter 2025 product revenue exceeding RMB 3.3 billion, achieving around 40% year-on-year growth driven by both oncology and newly launched biomedicine therapies, including mazdutide and SINTBILO®. The company also announced positive Phase 3 results for mazdutide, showing it surpassed semaglutide in both glycemic and weight reduction outcomes for Chinese patients with type 2 diabetes and obesity, highlighting a potential new-generation treatment...
SEHK:2338
SEHK:2338Machinery

Weichai Power (SEHK:2338) Margin Gains Reinforce Value Narrative, Dividend Sustainability Still Questioned

Weichai Power (SEHK:2338) reported another year of earnings growth, with net profit margins improving to 5.3% from 5.1% and annual earnings rising by 8.8%, outpacing its five-year average of 5.6% a year. Looking ahead, forecasts point to annual earnings growth of 10.92% and revenue gains of 5.8% per year. Trading at a price-to-earnings ratio of 10.6x, which stands below both the peer average and industry levels, the stock offers investors a margin story supported by solid profitability...
SEHK:2331
SEHK:2331Luxury

Can Li Ning’s (SEHK:2331) Digital Push Sustain Margins Amid Shifting China Sportswear Trends?

Li Ning Company Limited held its Q3 2025 earnings call on October 24, 2025, sharing updated financial performance and business developments for the quarter. This earnings update offered investors a window into the company's progress in digital channels and evolving response to consumer and market trends in China's sportswear sector. We will explore how the most recent earnings call sheds light on Li Ning's progress in digital transformation and margin management efforts. Explore 28 top...
SEHK:1093
SEHK:1093Pharmaceuticals

Assessing CSPC Pharmaceutical Group (SEHK:1093) Valuation After Latest Regulatory Milestones and R&D Pipeline Advances

CSPC Pharmaceutical Group (SEHK:1093) has just made headlines with two R&D milestones. Its JSKN003 therapy gained Breakthrough Therapy Designation for advanced colorectal cancer, and SYH2061 secured clearance for clinical trials in China. See our latest analysis for CSPC Pharmaceutical Group. After a stellar run earlier this year, CSPC Pharmaceutical Group’s share price recently cooled off, dropping 18.4% over the past month and 22.7% in the last 90 days. Still, its year-to-date share price...
SEHK:1952
SEHK:1952Biotechs

Everest Medicines (SEHK:1952): Valuation Insights Following Exclusive VIS-101 Ophthalmology Deal

Everest Medicines (SEHK:1952) has secured exclusive rights to develop and commercialize VIS-101, a promising bifunctional treatment for eye conditions like wet AMD, across Greater China and parts of Asia. This strategic move underscores the company’s ambitions in ophthalmology and signals potential growth ahead. See our latest analysis for Everest Medicines. Everest Medicines’ exclusive VIS-101 deal adds momentum to a year already marked by strong long-term performance. The company posted an...
SEHK:9926
SEHK:9926Biotechs

A Look at Akeso (SEHK:9926) Valuation Following Key Phase III HARMONi-6 Study Results

Akeso (SEHK:9926) was in the spotlight after recently published Phase III HARMONi-6 study results showed its bispecific antibody, ivonescimab, plus chemotherapy significantly improved progression-free survival in advanced squamous NSCLC compared to current treatments. See our latest analysis for Akeso. Akeso’s big clinical win comes after a year of remarkable momentum, with a year-to-date share price return of 93.5% and a 66.3% total shareholder return over the past twelve months. Excitement...