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...
SEHK:2688
SEHK:2688Gas Utilities

The Bull Case For ENN Energy Holdings (SEHK:2688) Could Change Following Hang Seng China Index Exit

Earlier this month, ENN Energy Holdings Limited was removed from the Hang Seng China Enterprises Index, ending its inclusion in one of Hong Kong’s key benchmarks for mainland Chinese companies. This index removal can alter the company’s investor base, as passive funds tracking the benchmark may rebalance their holdings, affecting liquidity and trading patterns. Against this backdrop of index exclusion and potential shifts in passive fund flows, we’ll examine how this development reshapes ENN...
SEHK:1530
SEHK:1530Biotechs

3SBio (SEHK:1530): Reassessing Valuation After Share Placement and Hair-Loss Business Spin-Off

3SBio (SEHK:1530) has just raised about HK$3.1 billion through a follow on share offering, while spinning off its hair loss business. This double move sharpens its focus on next generation drugs. See our latest analysis for 3SBio. Despite a choppy few weeks, with a 30 day share price return of minus 19.08 percent and some volatility around the placement news, 3SBio still boasts a powerful long term total shareholder return profile. This suggests momentum has cooled in the near term, but the...
SEHK:12
SEHK:12Real Estate

Henderson Land Development (SEHK:12) Valuation After Asia Property Awards Win and Renewed Investor Interest

Henderson Land Development (SEHK:12) just picked up multiple top gongs at the PropertyGuru Asia Property Awards, including Best Developer Asia, putting fresh attention on a stock that has already climbed about 27% this year. See our latest analysis for Henderson Land Development. The awards come on top of a strong share price run, with a year to date share price return of about 27% and a 1 year total shareholder return near 29%. This suggests momentum is still building as investors warm to...
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: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: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:762
SEHK:762Telecom

Is It Too Late To Consider China Unicom After Its Multi Year Share Price Surge?

If you are wondering whether China Unicom (Hong Kong) still offers good value after a strong multi year run, or if most of the upside is already priced in, this article is for you. The share price has pulled back recently, down 3.3% over the last week and 12.3% over the last month, but it is still up 19.1% year to date, 34.0% over 1 year, 123.3% over 3 years and 164.2% over 5 years. That kind of long term outperformance has been underpinned by Beijing's ongoing push for state owned telecoms...
SEHK:981
SEHK:981Semiconductor

Is SMIC’s 133% 2025 Surge Still Justified by Cash Flow and Earnings Expectations?

If you have been wondering whether Semiconductor Manufacturing International is still a smart buy after its huge run up, you are not alone. This stock has become a lightning rod for debates about value versus momentum. Despite a recent pullback of around 2.9% over the last week and 7.6% over the last month, the shares are still up an eye catching 133.4% year to date and about 161.4% over the past year, which naturally raises questions about how much upside might be left. These moves have...
SEHK:6855
SEHK:6855Biotechs

Is Ascentage Pharma Group International Pricing In Too Much Biotech Optimism After Big 3 Year Rally?

If you are wondering whether Ascentage Pharma Group International is still a smart way to get exposure to biotech upside, you are not alone. That is exactly what we are going to unpack here. Despite a choppy recent stretch, with the share price down 6.8% over the last week and 8.1% over the past month, the stock is still sitting on gains of 35.4% year to date and 53.1% over the last year, building on a 131.9% return over three years. Recent moves have been shaped less by day to day trading...
SEHK:1211
SEHK:1211Auto

Is It Too Late To Consider BYD After Recent Rally And Cooling Sentiment?

If you are wondering whether BYD is still a smart buy at today’s price, or if the big gains are mostly behind it, this article will walk through what the current market is really pricing in. After a 14.4% gain year to date and a 46.5% climb over 3 years, the recent 2.0% pullback over the last month suggests sentiment is cooling a bit, but not necessarily the long term story. Investors have been reacting to a mix of headlines around global EV competition, shifting subsidies in China, and...