SEHK:3690
SEHK:3690Hospitality

Meituan (SEHK:3690): Reassessing Valuation After Keeta Launch and Swing Back to Quarterly Net Loss

Meituan (SEHK:3690) just delivered a mixed third quarter update, with modest revenue growth but a swing from profit to a hefty net loss, right as it launches its new delivery platform, Keeta. See our latest analysis for Meituan. Despite the buzz around Keeta and Meituan’s push into new delivery formats, the 1 year total shareholder return of about -38 percent and steep year to date share price decline suggest sentiment is still cautious rather than momentum driven. If this kind of volatility...
SEHK:992
SEHK:992Tech

Does Lenovo Still Offer Value After AI Ready PC Push And Share Price Volatility?

Wondering if Lenovo Group is still a smart buy at today’s price, or if the market has already priced in its upside? You are not alone in asking whether the current tag matches its long term potential. The stock has been a bit choppy lately, up 1.4% over the last week but down 12.6% over the past month, even though it is still up 1.2% year to date, 11.2% over 1 year, 81.9% over 3 years, and 109.4% over 5 years. Recent headlines have focused on Lenovo’s push into AI ready PCs, expanding its...
SEHK:2507
SEHK:2507Aerospace & Defense

Is Cirrus Aircraft’s (SEHK:2507) New Trade‑In Program Quietly Redefining Its Upgrade‑Cycle Economics?

In December 2025, Cirrus Aircraft launched “Cirrus Next,” a trade-in and upgrade program that simplifies purchasing a new Cirrus by offering a streamlined pathway and trade-in option for existing aircraft, covering late-model SR Series and all generations of Vision Jets. By removing the hassle of managing overlapping ownership or downtime without an aircraft, Cirrus Next directly targets a key friction point that can slow upgrade cycles for committed owners. We’ll now examine how this focus...
SEHK:2600
SEHK:2600Metals and Mining

Evaluating Chalco (SEHK:2600)’s Valuation After Planned Restricted Share Repurchase Review

Aluminum Corporation of China (SEHK:2600) has called a late November board meeting to review the repurchase and cancellation of certain unvested restricted shares, as well as an adjustment to the repurchase price. See our latest analysis for Aluminum Corporation of China. The upcoming decision on restricted share repurchases lands after a powerful run, with a roughly 71 percent 3 month share price return and a 3 year total shareholder return above 260 percent, suggesting momentum is still...