SEHK:6060
SEHK:6060Insurance

Debt Redemption And Premium Growth Could Be A Game Changer For ZhongAn Online (SEHK:6060)

ZhongAn Online P & C Insurance Co., Ltd. has announced it will redeem all of its remaining US$360,100,000 Notes on January 13, 2026, paying principal plus accrued interest and subsequently delisting the Notes from the Hong Kong Stock Exchange. Alongside this debt redemption plan, the company has reported 5.63% premium income growth driven by health and automobile insurance, and confirmed chairman Yin Hai’s continued leadership, underscoring both operating momentum and governance...
SEHK:916
SEHK:916Renewable Energy

Assessing China Longyuan Power Group (SEHK:916)’s Valuation After Strong November 2025 Renewable Output Growth

China Longyuan Power Group (SEHK:916) just posted upbeat November 2025 production numbers, with total generation up 14% year on year as wind output increased and PV generation rose on continued renewable expansion. See our latest analysis for China Longyuan Power Group. Even with the upbeat November numbers, the share price has been under pressure recently, with a 90 day share price return of minus 12.30%. However, the 5 year total shareholder return of 7.15% suggests the longer term...
SEHK:669
SEHK:669Machinery

A Look at Techtronic Industries (SEHK:669) Valuation as It Winds Down HART to Refocus on Core Brands

Techtronic Industries (SEHK:669) just announced it will wind down its HART business by the end of 2025, keeping the brand but doubling down on Milwaukee and Ryobi in a clear push toward higher margin growth. See our latest analysis for Techtronic Industries. The decision to exit HART comes after a choppy stretch, with a 30 day share price return of 9.29 percent but a year to date share price return of negative 8.66 percent, while the three year total shareholder return remains modestly...
SEHK:1378
SEHK:1378Metals and Mining

Will Index Inclusion in HSCEI Change China Hongqiao Group's (SEHK:1378) Investment Narrative?

In December 2025, China Hongqiao Group Limited was added to the Hang Seng China Enterprises Index, marking its inclusion among major Hong Kong–listed mainland enterprises. This index inclusion can broaden the company’s investor base as passive funds and benchmarked mandates adjust portfolios to reflect the new constituent. We will now explore how Hongqiao’s entry into the Hang Seng China Enterprises Index shapes its investment narrative and perceived market relevance. The end of cancer?...
SEHK:1801
SEHK:1801Biotechs

Innovent Biologics (SEHK:1801): Reassessing Valuation After Landmark Nature Phase 3 Mazdutide Publications

Innovent Biologics (SEHK:1801) just hit a scientific milestone, with two Phase 3 trials of its dual GCG/GLP-1 drug mazdutide published back to back in Nature, sharpening the investment case around its diabetes franchise. See our latest analysis for Innovent Biologics. The latest Nature publications cap a run of positive catalysts, including NRDL additions and Hang Seng index inclusion. This comes even as the 30 day share price return of minus 7.1% contrasts with a powerful 1 year total...
SEHK:66
SEHK:66Transportation

How Qube’s Two IFC Lease Will Impact MTR (SEHK:66) Investors

Global hedge fund Qube Research & Technologies has agreed to lease 146,000 sq ft at MTR-owned Two International Finance Centre from 2027, becoming the tower’s largest private tenant and underscoring continued appetite for Grade A offices in Central despite earlier market softness. The deal reinforces MTR’s position as a major commercial landlord in Hong Kong’s core financial district, adding visibility to future rental income and highlighting the railway operator’s property-driven earnings...
SEHK:175
SEHK:175Auto

Should Geely’s Massive Buyback and Tokenized Assets Strategy Require Action From Geely (SEHK:175) Investors?

Earlier in December 2025, Geely Automobile Holdings Limited (SEHK:175) began a shareholder‑mandated buyback program allowing repurchases of up to 1,008,392,703 shares, equivalent to 10% of its issued share capital as of May 30, 2025, funded from legally available reserves and expected to enhance net asset value and earnings per share. At the same time, Geely’s plug‑in hybrid STARRAY EM-i SUV set a GUINNESS WORLD RECORDS™ fuel‑efficiency benchmark while its technology arm pursued tokenization...
SEHK:9992
SEHK:9992Specialty Retail

Pop Mart (SEHK:9992) Valuation Check After Labubu Slowdown Concerns and New Diversification Push

Pop Mart’s Labubu Hangover Puts Diversification Strategy Under the Microscope Pop Mart International Group (SEHK:9992) is back in the spotlight after a steep share price slide, as investors question how long the Labubu craze can last and whether management’s diversification plans will arrive in time. See our latest analysis for Pop Mart International Group. Despite the recent pullback, including a sharp drop after the December selloff, Pop Mart’s 111.96 percent year to date share price return...
SEHK:992
SEHK:992Tech

The Bull Case For Lenovo Group (SEHK:992) Could Change Following AI-Focused ThinkSystem And ThinkAgile Launch – Learn Why

In December 2025, Lenovo announced a broad lineup of new ThinkSystem and ThinkAgile data storage, virtualization solutions, and AI-ready data management services aimed at modernizing enterprise and mid-market IT infrastructure. A distinctive element of this launch is Lenovo's push into open, hyperconverged and lifecycle services, such as TruScale-based storage and hybrid cloud advisory, designed to help customers unlock more value from AI workloads. Next, we’ll explore how Lenovo’s push into...
SEHK:990
SEHK:990Trade Distributors

Deep Source Holdings (SEHK:990) Share Placement Prompts Fresh Look at Valuation and Growth Expectations

Deep Source Holdings (SEHK:990) has just lined up a placement of 515 million new shares at HK$0.69, a roughly 4% dilution that raises fresh equity while putting investor focus squarely on capital allocation. See our latest analysis for Deep Source Holdings. With the latest placement coming as the share price sits around HK$0.70, the strong year to date share price return of roughly 79% and hefty five year total shareholder return of about 488% suggest longer term momentum has been powerful,...
SEHK:6869
SEHK:6869Communications

Why Yangtze Optical Fibre And Cable Limited (SEHK:6869) Is Up 5.3% After HK$2.26 Billion Follow-On Offering And Governance Shake-Up

Yangtze Optical Fibre and Cable Joint Stock Limited Company recently completed a follow-on equity offering of HK$2.26 billion, issuing 70,000,000 H shares via a subsequent direct listing at HK$32.26 per share. This sizeable capital raise, alongside governance changes such as abolishing the supervisory board and appointing new non-executive directors, signals a meaningful shift in how the company may fund and oversee its future operations. We’ll now examine how this large follow-on equity...
SEHK:1818
SEHK:1818Metals and Mining

Why Zhaojin Mining Industry (SEHK:1818) Is Up 9.4% After Offshore Deep-Sea Gold Breakthrough And What's Next

Zhaojin Mining recently reported that its subsidiary Ruihai Mining achieved a breakthrough in offshore deep-sea gold exploration and resource validation, uncovering high-quality concealed ore bodies with grades well above China’s average and overcoming long-standing technical bottlenecks. This advance not only enhances Zhaojin Mining’s resource reserve profile but also underscores how technology-led exploration can reshape its role in global gold supply. We’ll now look at how this offshore...
SEHK:1398
SEHK:1398Banks

ICBC (SEHK:1398) Valuation: Assessing the Bank After Its Thai Renewable Energy Financing Push

Industrial and Commercial Bank of China (SEHK:1398) is in focus after its ICBC Thai leasing arm deepened cooperation with solar specialist Sungrow, rolling out a new energy financing lease policy to support Thailand’s net zero ambitions. See our latest analysis for Industrial and Commercial Bank of China. Despite the recent pullback, with a 30 day share price return of minus 4.82 percent from HK$6.12, momentum is still broadly constructive given the 26.19 percent year to date share price...