SEHK:1208
SEHK:1208Metals and Mining

MMG’s Leadership Overhaul Might Change The Case For Investing In MMG (SEHK:1208)

MMG Limited recently reshaped its leadership structure, appointing Cao Liang as chairman, naming new presidents for Las Bambas and Africa operations, elevating Nan Wang to Chief Operating Officer, and expanding Chief Financial Officer Qian Song’s responsibilities as of early December 2025. This leadership refresh concentrates experienced operators and project managers in MMG’s most important assets, potentially influencing how the group executes growth plans and manages operational and...
SEHK:1801
SEHK:1801Biotechs

Why Innovent Biologics (SEHK:1801) Is Down 7.4% After Promising Adolescent Obesity Data For Mazdutide

Innovent Biologics recently reported that its Phase 1b trial of mazdutide, a GLP-1/GCG dual agonist, in Chinese adolescents with obesity met its primary endpoint, showing meaningful weight-loss and metabolic improvements with a favorable safety profile. This is particularly significant because China currently has no approved weight-loss drugs for children or adolescents, positioning mazdutide as a potential first-in-class option in a rapidly growing and clinically underserved...
SEHK:1138
SEHK:1138Oil and Gas

How Investors Are Reacting To COSCO SHIPPING Energy (SEHK:1138) Major Connected-Party Fleet Expansion Plan

COSCO SHIPPING Energy Transportation previously signed contracts with COSCO SHIPPING Heavy Industry subsidiaries to build one ethylene carrier and eighteen oil tankers, transactions that qualify as connected deals under Hong Kong Stock Exchange rules and therefore require shareholder approval. The scale of these vessel orders signals a meaningful expansion of the company’s core energy-shipping fleet and underlines its intent to strengthen its role in global energy logistics. We will now...
SEHK:3
SEHK:3Gas Utilities

Hong Kong and China Gas (SEHK:3) Valuation After Major AWS Cloud and AI Modernization Drive

Hong Kong and China Gas (SEHK:3) just pushed a big chunk of its core infrastructure onto Amazon Web Services with partner eCloudvalley, aiming for up to 40% lower IT costs and 99.99% uptime on mission critical systems. See our latest analysis for Hong Kong and China Gas. The HK$7.18 share price has held up reasonably well this year, with a 17.5% year to date share price return and a 24.8% one year total shareholder return suggesting improving sentiment as investors warm to its gradual...
SEHK:291
SEHK:291Beverage

How ESG-Linked Incentives and Awards Could Reshape China Resources Beer (SEHK:291)'s Long-Term Investment Story

China Resources Beer (Holdings) Company Limited was recently named a winner for both Corporate Governance and ESG Excellence Awards at the 2025 Hong Kong Corporate Governance and ESG Excellence Awards, reflecting independent recognition of its governance structures and sustainability focus. The awards highlight how China Resources Beer is tying ESG performance to management incentives and actively addressing climate change, underlining an emphasis on long-term value creation and risk...
SEHK:2616
SEHK:2616Biotechs

CStone Pharmaceuticals (SEHK:2616): Valuation Check After GAVRETO Wins China National Reimbursement Drug List Approval

CStone Pharmaceuticals (SEHK:2616) just secured a key regulatory win, with its RET-targeting cancer drug GAVRETO set to join China’s National Reimbursement Drug List from January 2026. This change could reshape both patient access and long term revenue visibility. See our latest analysis for CStone Pharmaceuticals. The market seems to be warming up to that story already, with a 1 month share price return of 11.48 percent and a powerful year to date share price gain of 149.8 percent, even...
SEHK:631
SEHK:631Machinery

Asian Value Stocks: 3 Companies Trading Below Estimated Intrinsic Value

Amidst global economic shifts, Asian markets are navigating a complex landscape influenced by interest rate adjustments and deflationary pressures, particularly in China. As investors seek opportunities within this environment, identifying stocks trading below their estimated intrinsic value can be a prudent strategy for those looking to capitalize on potential market inefficiencies.
SEHK:1815
SEHK:1815Specialty Retail

K. Wah International Holdings And 2 Other Asian Penny Stocks To Consider

As global markets navigate a landscape shaped by shifting interest rates and economic uncertainties, investors continue to explore diverse opportunities across various sectors. Penny stocks, despite their somewhat outdated moniker, remain a compelling area for those seeking growth potential in smaller or newer companies. With solid financial foundations, these stocks can offer surprising value and stability, making them an intriguing option for investors looking beyond the mainstream indices.
SEHK:1952
SEHK:1952Biotechs

Everest Medicines (SEHK:1952): Revisiting Valuation After Recent Share Price Weakness

Everest Medicines (SEHK:1952) inched up about 2% in the latest session, a small move that still draws attention given the stock’s weaker performance over the past 3 months and year. See our latest analysis for Everest Medicines. At HK$44.84, the latest move comes against a weak backdrop, with the 30 day share price return of negative 5.9% and a much steeper 90 day share price return of negative 23%. This suggests recent momentum is fading despite a robust three year total shareholder return...
SEHK:1299
SEHK:1299Insurance

AIA Group (SEHK:1299): Reassessing Valuation After China Partnerships, Asian Expansion and Shifting Regulatory Landscape

AIA Group (SEHK:1299) is back in the spotlight as investors weigh its latest push into high growth Asian markets and fresh partnerships in mainland China, against shifting regulation and interest rate expectations shaping the stock’s recent swings. See our latest analysis for AIA Group. Despite a 6.1% slide in the 1 month share price return, AIA’s 42.9% year to date share price return and 43.7% 1 year total shareholder return suggest momentum is still broadly constructive as China...
SEHK:175
SEHK:175Auto

Geely (SEHK:175) Valuation After Opening the World’s Largest Auto Safety Testing Facility

Geely Automobile Holdings (SEHK:175) just opened its Geely Safety Centre, billed as the world’s largest auto safety testing facility, a strategic move that aligns closely with its intelligent vehicle and safety focused ambitions. See our latest analysis for Geely Automobile Holdings. That focus on safety is arriving as momentum cools a little, with the latest share price at HK$17.77 and a strong year to date share price return, but a softer 1 year total shareholder return signalling some...
SEHK:1211
SEHK:1211Auto

Is New Mexico Tariff Shock And BYD Audio Deal Altering The Investment Case For BYD (SEHK:1211)?

Stingray announced a co-branded in-car audio service, BYD Audio by Stingray, while Mexico approved new tariffs of up to 50% on Chinese-made vehicles and auto parts, directly affecting BYD’s export prospects to that market. Together, these developments highlight how BYD is enhancing its in-vehicle experience through global partnerships even as it confronts rising trade barriers in important overseas markets. Next, we will examine how Mexico’s new tariffs on Chinese autos could influence BYD’s...
SEHK:9969
SEHK:9969Biotechs

InnoCare Pharma (SEHK:9969): Assessing Valuation After Landmark NTRK Solid-Tumor Approval for Zurletrectinib

InnoCare Pharma (SEHK:9969) just cleared a major milestone, with China’s regulator approving its next generation TRK inhibitor zurletrectinib for NTRK fusion positive solid tumors, the company’s first green light in solid cancers. See our latest analysis for InnoCare Pharma. The zurletrectinib approval lands after a volatile stretch, with InnoCare’s share price still up strongly this year thanks to a 150.79% year to date share price return. At the same time, the 90 day share price return of...
SEHK:2233
SEHK:2233Basic Materials

Is West China Cement (SEHK:2233) Quietly Redrawing Its Risk Map With Debt Cuts And A Hong Kong Shift?

West China Cement Limited has completed payment to eligible holders in its tender offer for the 2026 Notes, leaving US$200,000,000 in principal still outstanding, and earlier in December it also changed its principal place of business in Hong Kong to a new address in Tsim Sha Tsui. This combination of debt retirement and operational relocation highlights management’s current focus on balance-sheet flexibility and corporate infrastructure in a key financial hub. We will now examine how the...
SEHK:1099
SEHK:1099Healthcare

Sinopharm Group (SEHK:1099): Valuation Check After Renewing Shanghai Henlius Distribution Partnership

Sinopharm Group (SEHK:1099) is back in focus after Shanghai Henlius Biotech moved to renew their long running distribution framework, extending Sinopharm’s role in distributing Henlius products from 2026 through 2028. See our latest analysis for Sinopharm Group. The renewed Henlius deal lands while Sinopharm’s HK$20.36 share price has seen a modest 1 day share price return of 1.09% but a softer 30 day share price return of 4.77%, with a more reassuring 5 year total shareholder return of...
SEHK:9999
SEHK:9999Entertainment

NetEase (SEHK:9999): Reassessing Valuation After JPMorgan Names It Top China Digital Entertainment Pick

JPMorgan just put NetEase (SEHK:9999) at the top of its China digital entertainment list, highlighting a packed pipeline of new games and potential Southbound Trading inclusion as key drivers for the stock. See our latest analysis for NetEase. The JPMorgan call lands after a choppy few months, with NetEase’s share price still up strongly year to date and a three year total shareholder return comfortably more than doubling investors’ money, suggesting momentum is rebuilding as new titles and...
SEHK:1928
SEHK:1928Hospitality

How Investors May Respond To Sands China (SEHK:1928) Citi’s Macau Outlook And ESG Partnership Push

Recently, Citi Research projected solid growth in Macau’s 2026 gross gaming revenue and industry EBITDA, highlighting Sands China as the sector’s top pick with an expected market share gain. Separately, Sands China continued its 12-year partnership with Clean the World by mobilizing 330 volunteers at The Venetian Macao to assemble 30,000 hygiene kits, underscoring how its social impact work sits alongside its core gaming operations. Against this backdrop, we’ll explore how Citi’s upbeat...