SEHK:158
SEHK:158Real Estate

Melbourne Enterprises (SEHK:158) EPS Loss Deepens, Reinforcing Bearish Profitability Narrative

Melbourne Enterprises FY 2025 Earnings Snapshot Melbourne Enterprises (SEHK:158) has just posted its FY 2025 first half numbers, with revenue of HK$81.9 million and EPS of -HK$5.66, setting the tone for what remains a loss-making period. Looking back over recent halves, the company has seen revenue move from HK$79.9 million in 1H FY 2024 to HK$81.8 million in 2H FY 2024 and HK$81.9 million in 1H FY 2025. Over the same stretch, EPS has swung from HK$0.76 to -HK$7.01 and now -HK$5.66. This...
SEHK:992
SEHK:992Tech

The Bull Case For Lenovo Group (SEHK:992) Could Change Following AI-Focused ThinkSystem And ThinkAgile Launch – Learn Why

In December 2025, Lenovo announced a broad lineup of new ThinkSystem and ThinkAgile data storage, virtualization solutions, and AI-ready data management services aimed at modernizing enterprise and mid-market IT infrastructure. A distinctive element of this launch is Lenovo's push into open, hyperconverged and lifecycle services, such as TruScale-based storage and hybrid cloud advisory, designed to help customers unlock more value from AI workloads. Next, we’ll explore how Lenovo’s push into...
SEHK:1672
SEHK:1672Biotechs

Do Ascletis Pharma’s (SEHK:1672) ASC50 Phase I Results Hint At A Scalable Autoimmune Strategy?

Ascletis Pharma recently reported positive topline results from a U.S. Phase I trial of ASC50, an in-house oral IL‑17 inhibitor for mild to moderate psoriasis, showing favorable safety, tolerability and target engagement across multiple dose levels with no serious adverse events. The data support convenient once-daily or potentially once-weekly oral dosing and extend patent protection on this new chemical entity through 2043, underscoring a differentiated approach within the autoimmune and...
SEHK:990
SEHK:990Trade Distributors

Deep Source Holdings (SEHK:990) Share Placement Prompts Fresh Look at Valuation and Growth Expectations

Deep Source Holdings (SEHK:990) has just lined up a placement of 515 million new shares at HK$0.69, a roughly 4% dilution that raises fresh equity while putting investor focus squarely on capital allocation. See our latest analysis for Deep Source Holdings. With the latest placement coming as the share price sits around HK$0.70, the strong year to date share price return of roughly 79% and hefty five year total shareholder return of about 488% suggest longer term momentum has been powerful,...
SEHK:6869
SEHK:6869Communications

Why Yangtze Optical Fibre And Cable Limited (SEHK:6869) Is Up 5.3% After HK$2.26 Billion Follow-On Offering And Governance Shake-Up

Yangtze Optical Fibre and Cable Joint Stock Limited Company recently completed a follow-on equity offering of HK$2.26 billion, issuing 70,000,000 H shares via a subsequent direct listing at HK$32.26 per share. This sizeable capital raise, alongside governance changes such as abolishing the supervisory board and appointing new non-executive directors, signals a meaningful shift in how the company may fund and oversee its future operations. We’ll now examine how this large follow-on equity...
SEHK:1818
SEHK:1818Metals and Mining

Why Zhaojin Mining Industry (SEHK:1818) Is Up 9.4% After Offshore Deep-Sea Gold Breakthrough And What's Next

Zhaojin Mining recently reported that its subsidiary Ruihai Mining achieved a breakthrough in offshore deep-sea gold exploration and resource validation, uncovering high-quality concealed ore bodies with grades well above China’s average and overcoming long-standing technical bottlenecks. This advance not only enhances Zhaojin Mining’s resource reserve profile but also underscores how technology-led exploration can reshape its role in global gold supply. We’ll now look at how this offshore...
SEHK:1398
SEHK:1398Banks

ICBC (SEHK:1398) Valuation: Assessing the Bank After Its Thai Renewable Energy Financing Push

Industrial and Commercial Bank of China (SEHK:1398) is in focus after its ICBC Thai leasing arm deepened cooperation with solar specialist Sungrow, rolling out a new energy financing lease policy to support Thailand’s net zero ambitions. See our latest analysis for Industrial and Commercial Bank of China. Despite the recent pullback, with a 30 day share price return of minus 4.82 percent from HK$6.12, momentum is still broadly constructive given the 26.19 percent year to date share price...
SEHK:1070
SEHK:1070Consumer Durables

Did TCL’s X-Intelligence 3.0 AI Push Just Shift TCL Electronics Holdings' (SEHK:1070) Investment Narrative?

At its 2025 TCL Global Technology Innovation Conference held earlier this year, TCL Electronics highlighted broad AI integration across its operations, unveiling the X-Intelligence 3.0 large language model, Inkjet-printed OLED display production, and a suite of AI-enabled consumer devices. A distinctive element of the event was TCL’s emphasis on pairing proprietary AI platforms with sustainability-focused hardware, underpinned by global R&D investment and intelligent factories. We’ll now...
SEHK:1211
SEHK:1211Auto

BYD (SEHK:1211) Valuation Check as Thai Price Cuts Signal Strategic Push and Demand Uncertainty

BYD (SEHK:1211) just fired a clear warning shot in Thailand, slashing Seal sedan prices by up to 38% and promising compensation for early buyers if cuts continue. This move is putting volumes, margins and sentiment in sharp focus. See our latest analysis for BYD. Investors have been recalibrating expectations around these aggressive tactics, with the share price now at HK$93.9 and a 90 day share price return of minus 17.27% contrasting with a still solid 3 year total shareholder return of...
SEHK:636
SEHK:636Logistics

Is KLN Logistics Group (SEHK:636) Undervalued After Its Recent Share Price Recovery?

KLN Logistics Group (SEHK:636) has quietly outperformed the broader market this year, with the share price edging higher and annual revenue and net income both growing around 3%, drawing fresh interest from value focused investors. See our latest analysis for KLN Logistics Group. Trading at HK$7.07, the stock has staged a modest near term recovery with a 1 month share price return of 2.02%, but its 3 year total shareholder return of negative 38.67% shows longer term momentum is still...
SEHK:9995
SEHK:9995Biotechs

RemeGen (SEHK:9995): Assessing Valuation After Shanghai Health Care Index Inclusion

RemeGen (SEHK:9995) has just been added to the Shanghai Stock Exchange Health Care Sector Index, a change that puts the biotech directly on the radar of sector trackers and index-linked funds. See our latest analysis for RemeGen. The latest index inclusion comes after a sharp run, with the year to date share price return of 468.99% and a 396.12% one year total shareholder return now giving way to softer short term momentum as traders reassess risk and future growth. If RemeGen’s surge has you...