SEHK:241
SEHK:241Consumer Retailing

How Investors May Respond To Alibaba Health Information Technology (SEHK:241) CEO Shen Difan Also Becoming Chairman

Alibaba Health Information Technology Limited has announced that, effective December 15, 2025, chief executive officer Shen Difan has also been appointed Chairman and head of the Nomination Committee, while former Chairman and non-executive Director Zhu resigned for personal reasons. This move consolidates leadership roles in one individual and formally departs from Hong Kong’s corporate governance code provision that encourages separating the chairman and CEO positions, putting board...
SEHK:2727
SEHK:2727Electrical

The Bull Case For Shanghai Electric Group (SEHK:2727) Could Change Following Iraq’s New Combined-Cycle Expansion Project

Shanghai Electric has recently broken ground on the Euphrates Combined Cycle Expansion Project in Iraq, upgrading power plants across four governorates by converting simple-cycle units into combined-cycle systems to add 625 megawatts of capacity and generate an extra 5 billion kilowatt-hours annually without more fuel. The project, which fully deploys Chinese-designed core equipment and standards in one of Iraq’s first such combined-cycle expansions, strengthens Shanghai Electric’s role in...
SEHK:3330
SEHK:3330Metals and Mining

Does Board Reshuffle and Reduced Independence Change The Bull Case For Lingbao Gold Group (SEHK:3330)?

In December 2025, Lingbao Gold Group announced a series of boardroom changes, including the resignation of an independent non-executive director and the replacement of an executive director with a new appointee linked to the controlling shareholder. The rapid reshaping of its board and key committees, including leadership of the remuneration and strategy functions, spotlights governance, succession, and influence at the company. We will now explore how this shift in board independence and...
SEHK:1208
SEHK:1208Metals and Mining

Does MMG (SEHK:1208) Rosebery Offtake Deal Reinforce Strategic Discipline or Heighten Governance Questions?

MMG Limited has announced that, on 16 December 2025, its subsidiary entered into the Rosebery Concentrate Sales Agreement to sell 100% of Rosebery’s 2026–2027 production, estimated at 6,000 dry metric tonnes per year, to Minmetals North-Europe, an associate of its controlling shareholder CMC. The deal, awarded via a competitive tender and priced on terms described as superior to independent bids, secures offtake with a specialist smelter while operating as a connected transaction under Hong...
SEHK:1972
SEHK:1972Real Estate

Did Record HK$2.20 Billion Deep Water Bay Sales Just Shift Swire Properties' (SEHK:1972) Investment Narrative?

Swire Properties recently sold two luxury houses at 6 Deep Water Bay Road for a combined HK$2.20 billion, with completion expected in the first quarter of 2026. The record pricing for these homes highlights resilient demand at the very top end of Hong Kong’s residential market, underscoring the value of Swire’s premium residential pipeline. We’ll now explore how this record luxury sale, and what it signals about high-end housing demand, may influence Swire Properties’ investment...
SEHK:1308
SEHK:1308Shipping

Assessing SITC International Holdings (SEHK:1308) Valuation After Its Confidence-Boosting Special Dividend Announcement

SITC International Holdings (SEHK:1308) has just declared a special cash dividend of HKD 0.70 per share, which is a clear signal that management is comfortable returning extra cash to shareholders on top of regular payouts. See our latest analysis for SITC International Holdings. The special dividend announcement comes after a strong run, with the share price at HK$27.74 and a robust year to date share price return. The one year total shareholder return of 58.02 percent suggests momentum is...
SEHK:293
SEHK:293Airlines

Will Deeper China–Spain Links Reshape Cathay Pacific’s Long‑Haul Strategy and Network Edge (SEHK:293)?

Cathay Pacific Airways has been highlighted in past announcements around the 2026 FITUR International Tourism Fair in Madrid and increasing China–Spain air links, including new routes such as Madrid–Guangzhou that deepen tourism cooperation between the two countries. This growing China–Spain connectivity, supported by rising outbound Chinese travel demand, could reinforce Cathay Pacific’s role in long-haul tourism flows and international network strength. We’ll now examine how Cathay...
SEHK:9999
SEHK:9999Entertainment

NetEase (SEHK:9999): Valuation Check After China Gaming Revenues Hit Record Highs and Overseas Growth Accelerates

China's video game market just logged record revenue, growing about 8% this year as domestic hits from Tencent and NetEase (SEHK:9999) gained traction overseas, especially on mobile and AI enhanced titles. See our latest analysis for NetEase. NetEase's share price has pulled back from recent highs, with a 90 day share price return of negative 8.38%. However, the year to date share price return of 56.04% and three year total shareholder return of 102.88% still point to strong, longer term...
SEHK:1918
SEHK:1918Real Estate

Sunac China (SEHK:1918) Valuation Check as Offshore Debt Restructuring Nears Key Completion Step

Sunac China Holdings (SEHK:1918) is back on investors radar as its long running offshore debt overhaul nears a key milestone, with markets eyeing the effective date of its multi billion dollar restructuring plan. See our latest analysis for Sunac China Holdings. The debt overhaul narrative is now clearly showing up in the tape, with the share price at HK$1.31 after a steep year to date share price return of minus 42.29 percent and a one year total shareholder return of minus 46.31 percent...
SEHK:512
SEHK:512Pharmaceuticals

Grand Pharmaceutical Group (SEHK:512) Valuation After Phase II Success for Innovative TCM Depression Treatment

Grand Pharmaceutical Group (SEHK:512) just cleared a key hurdle. Its TCM antidepressant candidate GPN01360 hit the primary endpoint in a Phase II trial in China, reinforcing the company’s push into broader chronic disease markets. See our latest analysis for Grand Pharmaceutical Group. The market seems to be taking notice, with the latest 1 day share price return of 2.63 percent lifting Grand Pharmaceutical Group to HK$8.19. Its year to date share price return of 78.04 percent and three year...
SEHK:2145
SEHK:2145Personal Products

Asian Growth Companies With High Insider Ownership December 2025

As Asian markets navigate a landscape marked by mixed economic signals and evolving monetary policies, investors are increasingly focusing on companies that demonstrate resilience and growth potential. In this context, stocks with high insider ownership often stand out as they can indicate strong management confidence and alignment with shareholder interests, making them attractive considerations in uncertain times.
SEHK:2145
SEHK:2145Personal Products

3 Asian Stocks That Investors Might Be Undervaluing By Up To 35.8%

As the Bank of Japan raises its benchmark interest rate to the highest level in 30 years and Chinese markets show mixed signals, investors are closely watching for opportunities within Asia's evolving economic landscape. In this environment, identifying undervalued stocks can be crucial, as they may offer potential value when market conditions stabilize or improve.
SEHK:9633
SEHK:9633Beverage

Evaluating Nongfu Spring (SEHK:9633) After HSBC’s Upgrade on New RTD Tea and Coffee Growth Prospects

HSBC’s upgrade of Nongfu Spring (SEHK:9633) from Hold to Buy has put fresh attention on the stock, with the bank highlighting new sugar ready to drink teas and Tan Bing branded coffees as growth drivers. See our latest analysis for Nongfu Spring. The upgrade lands after a choppy stretch, with a 30 day share price return of minus 6.8 percent and a 90 day share price return of minus 12.7 percent. However, a strong year to date share price return of 43.3 percent and a 1 year total shareholder...
SEHK:6855
SEHK:6855Biotechs

Assessing Ascentage Pharma (SEHK:6855) Valuation After New ASH 2025 Hematology Data on Olverembatinib and Lisaftoclax

Ascentage Pharma Group International (SEHK:6855) just used the 67th ASH Annual Meeting as a showcase, rolling out fresh long term data on Olverembatinib and Lisaftoclax that further clarifies the story behind the stock. See our latest analysis for Ascentage Pharma Group International. The latest ASH data land after a bumpy stretch, with a 30 day share price return of minus 11.8 percent and a 90 day share price return of minus 25.1 percent. However, a much stronger year to date share price...
SEHK:2600
SEHK:2600Metals and Mining

Aluminum Corp of China (SEHK:2600) Valuation After New Energy High-Precision Foil Expansion Moves

Aluminum Corporation of China (SEHK:2600) just shook things up with a completed capital contribution to Yunnan Aluminum Foil, backing a new energy high precision sheet, strip, and foil project that sharpens its high end growth trajectory. See our latest analysis for Aluminum Corporation of China. The move into high precision new energy materials comes after a strong run, with Aluminum Corporation of China’s share price returning around 51% over 90 days and a 1 year total shareholder return...
SEHK:1
SEHK:1Industrials

How China’s New Oversight of Overseas Port Sales Will Impact CK Hutchison Holdings (SEHK:1) Investors

Earlier this week, China’s Ministry of Commerce announced it would review and supervise CK Hutchison Holdings’ overseas port asset sales to ensure fair competition and protect national sovereignty, security, and development interests. This added layer of Chinese regulatory oversight introduces fresh uncertainty around the timing and structure of CK Hutchison’s port divestments, potentially affecting how investors assess its portfolio reshaping efforts. Next, we’ll examine how this new...