SEHK:101
SEHK:101Real Estate

Hang Lung Properties (SEHK:101) Valuation After Major West Nanjing Road Redevelopment Deal in Shanghai

Hang Lung Properties (SEHK:101) just signed a major partnership with Shanghai Join Buy Group to redevelop the former Westgate Mall on West Nanjing Road, a move that significantly expands its Shanghai footprint. See our latest analysis for Hang Lung Properties. The deal comes as Hang Lung Properties enjoys a strong rebound, with the share price up sharply this year on a robust year to date share price return of 49.43 percent. However, the five year total shareholder return of negative 36.39...
SEHK:2007
SEHK:2007Real Estate

Does Country Garden (SEHK:2007)'s Leadership Reshuffle Rebalance Its Strategy After Modest November Sales?

In early December 2025, Country Garden Holdings announced senior leadership changes, with long-serving President Mo Bin becoming Co-Chairman and executive director Cheng Guangyu taking over as President, alongside November contracted sales attributable to shareholders of about RMB 2.35 billion on roughly 0.30 million square meters of floor area. The reshuffle shifts Mo’s focus toward external relationships and long-term strategy while Cheng assumes day-to-day operational control, potentially...
SEHK:2600
SEHK:2600Metals and Mining

Aluminum Corporation of China (SEHK:2600): Valuation Check After Sector Pressure and Supercycle Debate

Aluminum Corporation of China (SEHK:2600) dropped around 6% as non ferrous metal names came under pressure, even while talk of a new industrial metals supercycle and looming rate hikes pulled investor sentiment in opposite directions. See our latest analysis for Aluminum Corporation of China. Despite today's drop, the stock is still coming off a powerful run, with the share price delivering a roughly 46% return over the last 90 days and a three year total shareholder return above 250%. This...
SEHK:6869
SEHK:6869Communications

Yangtze Optical Fibre And Cable (SEHK:6869) Valuation After Follow-On Equity Offering And Sharp Share Price Rerating

Yangtze Optical Fibre And Cable Limited (SEHK:6869) has just moved to raise about HK$2.26 billion through a follow on equity offering of 70 million H shares at HK$32.26, a material step for its capital structure. See our latest analysis for Yangtze Optical Fibre And Cable Limited. The capital raise lands after a busy spell for Yangtze Optical Fibre And Cable Limited, with recent governance changes and a fresh board line up coinciding with a sharp shift in sentiment. The latest 1 month share...
SEHK:1024
SEHK:1024Interactive Media and Services

Kuaishou Technology (SEHK:1024): Valuation Check After New Kling AI Video and Multimodal Engine Launches

Kuaishou Technology (SEHK:1024) just doubled down on its AI toolkit, rolling out Kling Video 2.6 for simultaneous audio visual generation and Kling O1 as a unified multimodal engine, sharpening its pitch to creators and advertisers. See our latest analysis for Kuaishou Technology. These AI launches land after a strong year to date for Kuaishou, with the share price return up 66.34 percent so far. However, the 3 year total shareholder return of negative 2.31 percent shows the longer term...
SEHK:1810
SEHK:1810Tech

Has Xiaomi’s 291% Three Year Surge Left Much Upside for 2025?

If you are wondering whether Xiaomi is still a smart buy after its big run, or if the easy money has already been made, you are not alone. This breakdown is here to tackle exactly that question. The stock is up 26.4% year to date and 37.0% over the last year, with a 291.3% gain over three years. However, the last 30 days saw a modest 1.2% pullback after a flat 0.4% move this past week. Recent moves have been shaped by optimism around Xiaomi's push deeper into premium smartphones and...
SEHK:2869
SEHK:2869Real Estate

Could Greentown Service Group's New Board Committees Reshape Its Governance Story (SEHK:2869)?

Earlier this month, Greentown Service Group Co. Ltd. reshaped its board by forming new Audit, Remuneration and Nomination committees, while long-serving non-executive director Ms. Li Hairong resigned on December 9, 2025 to focus on personal business interests. This coordinated board overhaul and planned succession approach highlights the company’s emphasis on strengthening corporate governance structures and refining oversight of its operations. With that backdrop, we’ll now examine how...
SEHK:1378
SEHK:1378Metals and Mining

China Hongqiao Group (SEHK:1378) Valuation After Hang Seng China Enterprises Index Inclusion

China Hongqiao Group Gains Index Spotlight China Hongqiao Group (SEHK:1378) has just been added to the Hang Seng China Enterprises Index, a milestone that can attract additional institutional capital and deepen liquidity for existing shareholders. See our latest analysis for China Hongqiao Group. The index inclusion comes on top of a powerful run, with the share price at HK$32.68 and a year-to-date share price return of 187.17 percent. Meanwhile, the 5-year total shareholder return of 551.23...
SEHK:700
SEHK:700Interactive Media and Services

Tencent (SEHK:700) Valuation Review After Record Gaming Results and Strengthening Overseas Momentum

Tencent Holdings (SEHK:700) just booked record results from its gaming arm, with overseas titles pulling more weight as rivals stumbled. That outperformance is quietly reshaping how investors are thinking about the stock. See our latest analysis for Tencent Holdings. Despite a softer 30 day share price return, Tencent’s HK$616 share price still reflects strong momentum, with a roughly 48 percent year to date share price gain and a standout three year total shareholder return of about 110...
SEHK:3988
SEHK:3988Banks

Does Governance Changes and Steady Hong Kong Lending Rates Shift the Case for Bank of China (SEHK:3988)?

In early December 2025, Bank of China Limited confirmed that Executive Vice President Liu Chenggang began concurrently serving as Secretary to the Board and Company Secretary, supported by a three-year waiver from strict Hong Kong listing rule requirements, with Joint Company Secretary Liu Lele assisting to ensure compliance. This appointment highlights the bank’s focus on aligning board-level governance with extensive internal experience, while relying on transitional regulatory waivers to...
SEHK:6098
SEHK:6098Real Estate

Country Garden Services (SEHK:6098) Valuation After CFO Transition to Tian Tian and Strategic Role Shift for Huang Peng

Country Garden Services Holdings (SEHK:6098) just reshuffled its finance leadership, with long time executive Huang Peng stepping down as CFO to focus on incubation businesses and capital markets specialist Tian Tian stepping into the role. See our latest analysis for Country Garden Services Holdings. The reshuffle comes after a choppy stretch for the stock, with the latest share price at HK$6.37, a 1 day share price return of 1.92 percent but a 90 day share price return of negative 9.26...
SEHK:2628
SEHK:2628Insurance

China Life (SEHK:2628): Valuation Check After Surpassing RMB700 Billion in Gross Written Premiums

Premium milestone reshapes the investment backdrop China Life Insurance (SEHK:2628) just crossed RMB700 billion in gross written premiums by the end of November 2025, a milestone that refines the stock’s appeal for investors focused on long term growth and income. See our latest analysis for China Life Insurance. The milestone is landing on a stock that already has strong momentum, with a roughly 21.8% 90 day share price return and a powerful year to date share price surge that backs up the...
SEHK:2633
SEHK:2633Pharmaceuticals

Jacobson Pharma (SEHK:2633) Margin Expansion Reinforces Bullish Narrative Despite Slower Revenue Outlook

Jacobson Pharma (SEHK:2633) has posted a steady H1 2026 result, with revenue of HK$766.6 million and basic EPS of HK$0.071, supported by trailing 12 month revenue of about HK$1.5 billion and EPS of HK$0.152 that reflects solid earnings momentum over the past year. The company has seen revenue hover around the HK$1.5 billion mark over recent periods while EPS has increased from HK$0.129 to around HK$0.152 on a trailing basis, pointing to tighter execution and firmer margins that give investors...
SEHK:178
SEHK:178Specialty Retail

Sa Sa International (SEHK:178) H1 EPS Growth Tests Market’s High-Multiple, Margin-Skeptic Narrative

Sa Sa International Holdings (SEHK:178) has just posted its H1 2026 numbers, with revenue coming in at HK$2.0 billion and basic EPS at HK$0.017, giving investors a fresh data point on the retailer’s post reopening trajectory. The company has seen revenue move from HK$1.9 billion in H1 2025 to HK$2.0 billion in H1 2026, while basic EPS has edged from HK$0.015 to HK$0.017 over the same period. This sets the stage for a debate about how durable its improving profitability really is as margins...
SEHK:2186
SEHK:2186Pharmaceuticals

Luye Pharma Group (SEHK:2186): Valuation Check After New Exchangeable Preference Share Deal in Boan Biotech

Luye Pharma Group (SEHK:2186) just wrapped up a financing move through its subsidiary, issuing 1,500,000 exchangeable preference shares tied to Boan Biotech’s stock, effectively tightening its grip on the biotech side of the business. See our latest analysis for Luye Pharma Group. The latest exchangeable preference share issuance comes after a year in which Luye Pharma’s 38.68% year to date share price return contrasts with a still negative 5 year total shareholder return of 21.81%. This...
SEHK:1651
SEHK:1651Machinery

Precision Tsugami China (SEHK:1651) Margin Gain Reinforces Bullish Earnings Narrative in H1 2026

Precision Tsugami China (SEHK:1651) has posted another busy half, with H1 2026 revenue coming in at about CNY 2.5 billion and basic EPS at CNY 1.36, setting the tone for a solid first leg of the fiscal year. The company has seen revenue climb from CNY 2,283.5 million in H2 2025 and CNY 1,978.1 million in H1 2025 to CNY 2,496.9 million in H1 2026, while basic EPS moved from CNY 0.90 in H1 2025 and CNY 1.18 in H2 2025 to CNY 1.36 in the latest half, with trailing twelve month net income...