SEHK:3
SEHK:3Gas Utilities

Should Hong Kong and China Gas’ Earnings Miss and Profit Downgrade Require Action From SEHK:3 Investors?

In the first half of its fiscal year to September 2025, Hong Kong and China Gas reported a 2% year-on-year revenue decline and a 24% fall in net profit, undershooting broker expectations due mainly to weaker new residential gas connections. CICC responded by trimming its net profit forecasts for fiscal years 2026 and 2027 by around 9%, yet kept an Outperform rating, highlighting improving cash flow and the potential for stable dividends as important offsets to softer operating trends. We’ll...
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...
SEHK:3380
SEHK:3380Real Estate

Logan Group (SEHK:3380): Valuation Check as Onshore Debt Restructuring Clears 62% Milestone

Logan Group (SEHK:3380) is back in the spotlight after moving past the halfway mark on its RMB13.66 billion onshore debt restructuring. More than 62% of public bond principal is now covered by new arrangements. See our latest analysis for Logan Group. The restructuring progress seems to be changing how investors price in Logan Group’s risk, with a strong 90 day share price return of 71.74% and a 1 year total shareholder return of 41.07% hinting that momentum is rebuilding after years of heavy...