SEHK:1907
SEHK:1907Chemicals

China Risun Group (SEHK:1907): Valuation Check After New Debt Guarantee for Majority-Owned Joint Venture

China Risun Group (SEHK:1907) just signed up to guarantee up to US$269.6 million of debt for its majority owned joint venture, Risun Wei Shan, tying its balance sheet more closely to the project. See our latest analysis for China Risun Group. The guarantee news lands against a mixed backdrop, with the share price at HK$2.27 seeing a modest 1 month share price return but a weaker year to date share price return, suggesting near term sentiment is stabilising even as longer term total...
SEHK:2628
SEHK:2628Insurance

How China Life’s RMB5 Billion Real Estate Push and Governance Moves Will Impact China Life Insurance (SEHK:2628) Investors

China Life Insurance Company Limited recently reported that its gross written premiums for November 2025 exceeded RMB700 billion and approved an additional RMB5 billion capital injection into its connected real estate partnership to support the INDIGO II commercial project in Beijing. The company also strengthened its governance framework by empowering its Audit Committee and renewing the 2026–2028 asset management agreement with its asset management subsidiary, signalling a tighter...
SEHK:696
SEHK:696Hospitality

Is Jiang Bo’s Expanded Leadership Mandate Reshaping the Investment Case for TravelSky Technology (SEHK:696)?

On December 18, 2025, TravelSky Technology announced that shareholders approved the appointment of Jiang Bo as an executive Director, and the board elected him chairman and head of its Nomination and Strategy and Investment (Legal Compliance) Committees. This consolidation of leadership roles in Jiang Bo’s hands could reshape how TravelSky Technology sets priorities and manages governance across its core decision‑making bodies. We’ll now explore how Jiang Bo’s elevation to chairman and...
SEHK:2245
SEHK:2245Metals and Mining

Assessing Lygend Resources & Technology’s (SEHK:2245) Valuation After Shareholders Approve Key Related-Party Deals

Shareholders at Lygend Resources & Technology (SEHK:2245) have just signed off on a slate of related party deals, a governance win that helps clarify past transactions and underpins confidence in its overseas nickel operations. See our latest analysis for Lygend Resources & Technology. That backdrop helps explain why the stock has caught a bid recently, with an 8.56% 1 day share price return, 12.11% over seven days, and a powerful 185.35% year to date share price return, alongside a 160.12% 1...
SEHK:9966
SEHK:9966Biotechs

Alphamab Oncology (SEHK:9966): Assessing Valuation After New Breakthrough Therapy and IND Milestones

Alphamab Oncology (SEHK:9966) just cleared two important regulatory hurdles, with US breakthrough therapy status for JSKN003 and China IND acceptance for JSKN027, tightening investor focus on how these ADC assets might reshape its valuation. See our latest analysis for Alphamab Oncology. The latest catalysts come after a powerful run, with the share price last closing at HK$10.91 and a year to date share price return of 218.08 percent. The 5 year total shareholder return of negative 27.56...
SEHK:2171
SEHK:2171Biotechs

Is BCMA CAR-T Catalogue Inclusion And Pipeline Progress Altering The Investment Case For CARsgen (SEHK:2171)?

CARsgen Therapeutics Holdings recently reported that its BCMA-targeted CAR-T therapy zevorcabtagene autoleucel was added to China’s new Commercial Health Insurance Innovative Drug Catalogue, while early clinical data for its allogeneic BCMA CAR-T candidate CT0596 were presented at the 67th ASH Congress with favorable tolerability and efficacy signals. Together, these updates underline CARsgen’s progress across both approved and next-generation BCMA therapies, signaling broader potential...
SEHK:9999
SEHK:9999Entertainment

How Record China Gaming Revenue and Overseas Expansion Will Impact NetEase (SEHK:9999) Investors

China’s video game industry revenue reached a record high this year, rising 7.7% to ¥350.80 billion, supported by domestic hits from Tencent and NetEase, government policy, overseas demand, and AI-related innovation. NetEase’s push into international markets, especially the US, Japan, and Korea via mobile titles, has become a key driver of its growing global footprint within this expanding industry. We’ll now look at how China’s record gaming revenue and NetEase’s overseas growth influence...
SEHK:1209
SEHK:1209Real Estate

Does Shareholder-Backed CR Land Deal Deepen China Resources Mixc’s Dependence on Connected Revenue (SEHK:1209)?

China Resources Mixc Lifestyle Services Limited recently reported that its independent shareholders overwhelmingly approved the renewal and revision of connected transaction agreements with China Resources Land under the amended 2023 Commercial Operational Services Framework Agreement. This strong backing, with controlling shareholders abstaining, reinforces the importance of these related‑party service contracts in underpinning China Resources Mixc’s future commercial operations and revenue...
SEHK:1030
SEHK:1030Real Estate

Seazen Group (SEHK:1030): Valuation Check After November 2025 Contracted Sales Update

Seazen Group (SEHK:1030) has released unaudited contracted sales for November 2025 and year to date, giving investors a clearer read on how its projects are moving in a still cautious China property market. See our latest analysis for Seazen Group. The steady, if unspectacular, contracted sales update lands against a mixed market backdrop. Seazen’s 1 day share price return of 2.44 percent contrasts with a 90 day share price return of minus 19.85 percent and a 5 year total shareholder return...
SEHK:1308
SEHK:1308Shipping

How Investors May Respond To SITC International (SEHK:1308) One-Off HK$0.70 Special Dividend Announcement

On December 18, 2025, SITC International Holdings Company Limited declared a special dividend of HK$0.70 per share, payable on January 15, 2026, to shareholders on record as of January 12, 2026, with an ex-dividend date of January 5, 2026. This one-off payout, approved following a board meeting convened specifically to consider a special distribution, highlights how management is choosing to return surplus capital to shareholders rather than retain it on the balance sheet. We will now...
SEHK:6990
SEHK:6990Biotechs

Should Kelun-Biotech’s MediLink Settlement and 2026 Framework Deals Reshape SEHK:6990’s Operating Playbook?

Sichuan Kelun-Biotech Biopharmaceutical has called an extraordinary general meeting for 31 December 2025 to approve several 2026 framework agreements covering promotional services, auxiliary R&D support, and procurement and sale of equipment and materials, while also settling trade secret and civil litigation disputes with MediLink Therapeutics through a profit- and income-sharing arrangement. By simultaneously formalising future operating relationships and removing legal uncertainty via the...
SEHK:6078
SEHK:6078Healthcare

Hygeia Healthcare (SEHK:6078) Is Up 10.8% After Launching a 10% Share Buyback Plan – Has The Bull Case Changed?

Hygeia Healthcare Holdings Co., Limited (SEHK:6078) has begun repurchasing its own shares under a shareholder-approved mandate allowing buybacks of up to 61,849,900 shares, alongside a separate program of up to CNY 300,000,000 announced on December 15, 2025. The twin authorizations, representing as much as 10% of issued share capital, highlight management’s focus on boosting net assets and earnings per share through capital management. We’ll now examine how this sizeable buyback...
SEHK:2142
SEHK:2142Biotechs

HBM Holdings (SEHK:2142): Valuation Check After Bristol Myers Squibb Collaboration Validates Growth Prospects

HBM Holdings (SEHK:2142) just landed a multi year global collaboration and license deal with Bristol Myers Squibb, tying its antibody discovery platform to potentially more than $1.1 billion in future payments. See our latest analysis for HBM Holdings. The market has already started to reprice that validation, with a 1 day share price return of 6.6 percent pushing HBM Holdings to HK$13.34. Its roughly 574 percent year to date share price return and nearly 896 percent 1 year total shareholder...
SEHK:6060
SEHK:6060Insurance

Debt Redemption And Premium Growth Could Be A Game Changer For ZhongAn Online (SEHK:6060)

ZhongAn Online P & C Insurance Co., Ltd. has announced it will redeem all of its remaining US$360,100,000 Notes on January 13, 2026, paying principal plus accrued interest and subsequently delisting the Notes from the Hong Kong Stock Exchange. Alongside this debt redemption plan, the company has reported 5.63% premium income growth driven by health and automobile insurance, and confirmed chairman Yin Hai’s continued leadership, underscoring both operating momentum and governance...
SEHK:1109
SEHK:1109Real Estate

Will Renewed Intragroup Financing and Service Pacts Change China Resources Land's (SEHK:1109) Narrative?

On 9 December 2025, China Resources Land renewed and expanded its continuing connected transactions framework agreements with CR Bank, CR Trust, CR Leasing, CR Digital, CRH and CRI, and signed new construction management and value-added services frameworks, each running for three years to the end of 2028. The refreshed suite of agreements helps lock in access to group financing, leasing, digital and operational support that underpin China Resources Land’s business model and project...
SEHK:2282
SEHK:2282Hospitality

MGM China (SEHK:2282): Assessing Valuation After Kenneth Xiaofeng Feng Steps In as CEO

MGM China Holdings (SEHK:2282) has just promoted long time insider Kenneth Xiaofeng Feng to chief executive officer, a leadership shift that could subtly reshape how investors think about the company’s Macau centric growth story. See our latest analysis for MGM China Holdings. The timing of Feng’s promotion coincides with strong momentum at MGM China. The share price stands at HK$16.61, with a year-to-date share price return of 64.78 percent contributing to a 1-year total shareholder return...
SEHK:6682
SEHK:6682Software

How Board and Governance Changes Will Impact Beijing Fourth Paradigm Technology (SEHK:6682) Investors

On 19 December 2025, Beijing Fourth Paradigm Technology Co., Ltd. approved amendments to its Articles of Association and confirmed board changes, including the resignation of independent non-executive director Mr. Liu Zhuzhan and the appointment of Mr. Pan Jialin at its shareholder meetings. With shareholders strongly backing these governance updates and the refreshed board composition, the company has highlighted a clearer corporate governance structure across its Hong Kong and mainland...
SEHK:916
SEHK:916Renewable Energy

Assessing China Longyuan Power Group (SEHK:916)’s Valuation After Strong November 2025 Renewable Output Growth

China Longyuan Power Group (SEHK:916) just posted upbeat November 2025 production numbers, with total generation up 14% year on year as wind output increased and PV generation rose on continued renewable expansion. See our latest analysis for China Longyuan Power Group. Even with the upbeat November numbers, the share price has been under pressure recently, with a 90 day share price return of minus 12.30%. However, the 5 year total shareholder return of 7.15% suggests the longer term...
SEHK:669
SEHK:669Machinery

A Look at Techtronic Industries (SEHK:669) Valuation as It Winds Down HART to Refocus on Core Brands

Techtronic Industries (SEHK:669) just announced it will wind down its HART business by the end of 2025, keeping the brand but doubling down on Milwaukee and Ryobi in a clear push toward higher margin growth. See our latest analysis for Techtronic Industries. The decision to exit HART comes after a choppy stretch, with a 30 day share price return of 9.29 percent but a year to date share price return of negative 8.66 percent, while the three year total shareholder return remains modestly...
SEHK:512
SEHK:512Pharmaceuticals

How Positive Phase II Depression Trial Data For GPN01360 At Grand Pharmaceutical Group (SEHK:512) Has Changed Its Investment Story

Earlier this month, Grand Pharmaceutical Group announced that its innovative traditional Chinese medicine GPN01360 met the primary and multiple secondary endpoints in a randomized, double-blind, placebo-controlled Phase II depression trial in China, showing significant symptom improvement and favorable safety over eight weeks. The result not only advances GPN01360 as a potential new option for depression with anxiety and insomnia, but also underlines Grand Pharmaceutical’s effort to extend...
SEHK:3898
SEHK:3898Machinery

Zhuzhou CRRC Times Electric (SEHK:3898): Valuation Check After New Long-Term Supply Deals and Governance Updates

Zhuzhou CRRC Times Electric (SEHK:3898) has just locked in fresh mutual supply agreements with CRRC Group and Qingdao Company for 2026 to 2028, reinforcing long term operating visibility and governance-driven investor confidence. See our latest analysis for Zhuzhou CRRC Times Electric. Those long term supply deals land at a time when the share price, now at HK$38.58, has already logged a strong year to date share price return and a solid 1 year total shareholder return. This suggests momentum...