SEHK:1208
SEHK:1208Metals and Mining

Why MMG (SEHK:1208) Is Up 10.7% After Unveiling 2026 Cost Guidance Highlighting Rosebery’s Negative C1 Zinc Costs

MMG Limited recently reported its fourth-quarter and full-year 2025 production results alongside detailed 2026 production and C1 cost guidance for its major copper and zinc operations, including Las Bambas, Kinsevere, Khoemacau, Dugald River and Rosebery. A distinctive feature of the update is Rosebery’s 2026 C1 cost outlook, where by-product credits are expected to drive zinc cash costs below zero on a per‑pound basis. We’ll now examine how MMG’s 2026 cost and production guidance,...
SEHK:826
SEHK:826Metals and Mining

Does Fusion Materials Lab Entry Recast Tiangong International’s Advanced Metallurgy Ambitions (SEHK:826)?

Tiangong International announced that its subsidiary Jiangsu Tiangong Aihe Technology was approved on 16 January 2026 to join the Institute of Energy, Hefei Comprehensive National Science Center’s joint laboratory for developing fusion-oriented advanced metallic materials, including large-scale powder metallurgy 304B7 high-boron steel and new neutron shield steel. This collaboration gives Tiangong direct involvement in controlled nuclear fusion material research, potentially broadening...
SEHK:3908
SEHK:3908Capital Markets

China International Capital (SEHK:3908) Valuation Check After Recent Senior Leadership Changes

China International Capital (SEHK:3908) has announced a series of senior leadership changes, including the appointment of a new Chief Financial Officer and a new Secretary to the Board, as part of efforts to maintain its governance structure. See our latest analysis for China International Capital. At a share price of HK$21.24, China International Capital has a 1 month share price return of 5.67% and a 1 year total shareholder return of 61.85%, while the 3 year total shareholder return of...
SEHK:1672
SEHK:1672Biotechs

Assessing Ascletis Pharma (SEHK:1672) Valuation After ASC37 Next Generation Cardio Metabolic Update

Ascletis Pharma (SEHK:1672) has attracted fresh attention after announcing ASC37, a once-monthly subcutaneous GLP-1R/GIPR/GCGR triple agonist for cardiometabolic diseases, discovered using its AI assisted and ultra long acting peptide platforms. See our latest analysis for Ascletis Pharma. The ASC37 announcement lands after a strong run in the shares, with a 90 day share price return of 56.58% and a year to date share price return of 23.96%. The 1 year total shareholder return of 249.14%...
SEHK:6993
SEHK:6993Household Products

Blue Moon Group Holdings (SEHK:6993) Valuation After Guidance For A 50% Cut In 2025 Losses

Blue Moon Group Holdings (SEHK:6993) issued new earnings guidance, telling investors it expects at least a 50% reduction in its 2025 loss compared with the HK$749.3 million loss recorded for 2024. See our latest analysis for Blue Moon Group Holdings. That guidance landed alongside a 1 day share price return of 4.56% and a year to date share price return of 8.76% at HK$2.98. However, the 1 year total shareholder return of 13.58% and 5 year total shareholder return of 77.98% show that longer...
SEHK:460
SEHK:460Pharmaceuticals

A Look At Sihuan Pharmaceutical (SEHK:460) Valuation After New Polylactic Acid Filler Approvals

Why Sihuan Pharmaceutical’s latest filler approval matters for investors Sihuan Pharmaceutical Holdings Group (SEHK:460) recently reported that six additional specifications of its polylactic acid facial filler received approval from China’s National Medical Products Administration, expanding its medical aesthetics product range to allow more tailored anti aging treatments. See our latest analysis for Sihuan Pharmaceutical Holdings Group. The latest PLLA filler approvals come after a strong...
SEHK:700
SEHK:700Interactive Media and Services

Tencent Preliminary Access To Nvidia H200 Chips Reframes Long Term AI Story

Chinese regulators have given Tencent Holdings (SEHK:700) and other large tech groups preliminary approval to prepare purchases of Nvidia's H200 AI chips. The in principle clearance signals possible progress on access to advanced AI hardware for Tencent within China’s existing controls on sensitive technology imports. Tencent recently reiterated its focus on AI development and open ecosystem partnerships at the World Economic Forum. Tencent is a major Chinese technology company with...
SEHK:853
SEHK:853Medical Equipment

Assessing MicroPort Scientific (SEHK:853) Valuation After Turnaround Profit Guidance For 2025

Why MicroPort Scientific’s latest guidance matters MicroPort Scientific (SEHK:853) has told investors it expects a turnaround to profitability in 2025, guiding to net profit of at least US$20 million after reporting an audited 2024 net loss of about US$268 million. See our latest analysis for MicroPort Scientific. The guidance appears to have arrived alongside a shift in sentiment, with a 1 month share price return of 18.17% and year to date share price return of 19.81%. The 1 year total...
SEHK:1024
SEHK:1024Interactive Media and Services

Kuaishou’s Multi‑Currency Bonds and Kling AI User Surge Might Change The Case For Investing In Kuaishou Technology (SEHK:1024)

Kuaishou Technology recently completed multi-currency fixed-rate senior unsecured bond offerings, raising about US$1.49 billion and CNY 3.50 billion with maturities extending to 2036, while reporting December 2025 monthly revenue above US$20 million. At the same time, its AI video-generation tool Kling surpassed 12 million monthly active users, underscoring how artificial intelligence is becoming a core pillar of Kuaishou’s business model and product appeal. We’ll now examine how the...
SEHK:175
SEHK:175Auto

The Bull Case For Geely Automobile Holdings (SEHK:175) Could Change Following Its New “One Geely” 2030 EV Blueprint

Earlier this year, Geely Holding Group outlined a new “One Geely” blueprint targeting global vehicle sales above 6.5 million by 2030, with new energy vehicles projected to account for three-quarters of volumes and overseas markets contributing more than one-third of deliveries. By tightly coordinating its brands and technology programs around green, intelligent and autonomous driving solutions, Geely is signaling a push to operate more like an integrated global technology group than a...
SEHK:1093
SEHK:1093Pharmaceuticals

Assessing CSPC Pharmaceutical Group (SEHK:1093) Valuation After Dual Hypertension And Diabetes Pipeline Updates

Why this dual drug news matters for CSPC Pharmaceutical Group (SEHK:1093) CSPC Pharmaceutical Group (SEHK:1093) has just reported two pipeline milestones, US and China trial approvals for its aldosterone synthase inhibitor SYH2072 in hypertension and a fresh China filing for a fixed dose diabetes combination. For investors, these updates highlight activity in both early clinical development and late stage commercial readiness. This helps frame how the stock might reflect CSPC's current...
SEHK:992
SEHK:992Tech

Assessing Lenovo Group (SEHK:992) Valuation As New AI Retail And Education Products Roll Out

Lenovo Group (SEHK:992) has just expanded its education and retail technology offerings, announcing new Chromebook models for classrooms alongside AI powered Smart Store Services and AI Retail Assistants aimed at retailers’ operations and customer interactions. See our latest analysis for Lenovo Group. These education and retail launches come after a tougher period for the shares, with a 90 day share price return of 23.26% decline and a 1 year total shareholder return of 3.02% decline. This...
SEHK:9926
SEHK:9926Biotechs

Gumokimab sNDA Acceptance for Ankylosing Spondylitis Could Be A Game Changer For Akeso (SEHK:9926)

Earlier this month, Akeso announced that China’s National Medical Products Administration accepted its supplemental New Drug Application for gumokimab (AK111), an anti‑IL‑17A antibody for active ankylosing spondylitis, supported by positive Phase III data. This milestone highlights Akeso’s expanding non‑oncology portfolio and the potential for gumokimab to address a large ankylosing spondylitis patient population in China. We’ll now examine how gumokimab’s sNDA acceptance, supported by...
SEHK:2190
SEHK:2190Medical Equipment

A Look At Zylox-Tonbridge Medical Technology (SEHK:2190) Valuation After Investor Open Day Showcases Endovascular Portfolio

Zylox-Tonbridge Medical Technology (SEHK:2190) recently hosted an Investor Open Day at its Zhuhai Innovation Center, showcasing its endovascular product portfolio to nearly 150 institutional investors and sell side analysts. See our latest analysis for Zylox-Tonbridge Medical Technology. The Investor Open Day comes after a strong run in the shares, with a 30 day share price return of 16.37% and a 1 year total shareholder return of 135.76%. This suggests momentum has been building rather than...
SEHK:3899
SEHK:3899Machinery

A Look At CIMC Enric Holdings (SEHK:3899) Valuation After Its Discounted Follow On Share Offering

CIMC Enric Holdings (SEHK:3899) has moved to raise fresh capital by filing a follow-on equity offering of up to 79.7 million new shares at HK$9.79, representing approximately 3.92% of its existing issued share capital. See our latest analysis for CIMC Enric Holdings. The follow on offering lands after a strong run, with a 30 day share price return of 20.80% and a 90 day share price return of 33.97%. The 1 year total shareholder return of 60.49% and 5 year total shareholder return of 161.58%...
SEHK:9992
SEHK:9992Specialty Retail

Pop Mart International Group’s Valuation After Launching A Major Share Buyback Program

Why Pop Mart’s new buyback is back in focus Pop Mart International Group (SEHK:9992) has kicked off a sizeable share repurchase program, targeting up to 10% of its issued capital after shareholder approval, and the move has quickly sharpened market attention. See our latest analysis for Pop Mart International Group. The buyback news landed on a market already seeing a sharp swing in sentiment, with a 7 day share price return of 22.96% and a 1 year total shareholder return of 140.99% following...
SEHK:1
SEHK:1Industrials

A Look At CK Hutchison Holdings (SEHK:1) Valuation After Its Recent Share Price Rebound

Recent performance snapshot CK Hutchison Holdings (SEHK:1) has drawn investor attention after a strong share price move, with returns of 1.4% over the past day, 3.8% over the past week, and 13.6% over the past month. See our latest analysis for CK Hutchison Holdings. Set against a 1 year total shareholder return of 67.9% and a 22.8% 3 month share price return, the recent move suggests momentum has been building as investors reassess both growth potential and risks for CK Hutchison Holdings at...