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: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...
SEHK:1070
SEHK:1070Consumer Durables

Did TCL’s X-Intelligence 3.0 AI Push Just Shift TCL Electronics Holdings' (SEHK:1070) Investment Narrative?

At its 2025 TCL Global Technology Innovation Conference held earlier this year, TCL Electronics highlighted broad AI integration across its operations, unveiling the X-Intelligence 3.0 large language model, Inkjet-printed OLED display production, and a suite of AI-enabled consumer devices. A distinctive element of the event was TCL’s emphasis on pairing proprietary AI platforms with sustainability-focused hardware, underpinned by global R&D investment and intelligent factories. We’ll now...
SEHK:636
SEHK:636Logistics

Is KLN Logistics Group (SEHK:636) Undervalued After Its Recent Share Price Recovery?

KLN Logistics Group (SEHK:636) has quietly outperformed the broader market this year, with the share price edging higher and annual revenue and net income both growing around 3%, drawing fresh interest from value focused investors. See our latest analysis for KLN Logistics Group. Trading at HK$7.07, the stock has staged a modest near term recovery with a 1 month share price return of 2.02%, but its 3 year total shareholder return of negative 38.67% shows longer term momentum is still...
SEHK:2157
SEHK:2157Biotechs

Lepu Biopharma (SEHK:2157): Valuation Check After Upfront Licensing Milestone with Excalipoint

Lepu Biopharma (SEHK:2157) just ticked off a key milestone, receiving its initial upfront licensing payment from Excalipoint after meeting deal conditions, a concrete step toward monetizing its CTM012 and CTM013 cancer assets. See our latest analysis for Lepu Biopharma. Despite today’s softer mood, with a negative 1 day share price return, Lepu Biopharma’s share price has still logged a triple digit year to date gain, while the 1 year total shareholder return, though strong, lags that surge...
SEHK:6098
SEHK:6098Real Estate

Will Country Garden Services (SEHK:6098) CFO Shift Reframe Its Capital Markets Story for Investors?

Country Garden Services Holdings Company Limited recently reshaped its finance leadership, with long-time executive Huang Peng stepping down as chief financial officer on December 5, 2025 to focus on managing the Group’s incubation businesses while remaining executive president. The appointment of experienced capital markets professional Tian Tian as the new CFO brings a fresh financial management perspective drawn from roles across technology, healthcare, and new energy logistics. We will...
SEHK:1072
SEHK:1072Electrical

Dongfang Electric (SEHK:1072) Is Up 11.4% After Winning Kazakhstan AI Data Center Power Deal

Earlier in December 2025, Dongfang Electric Corporation Limited secured a major order to supply core equipment for a 50MW combined-cycle power project in Zhambyl, Kazakhstan, underlining its role in gas turbine power generation. The deal spotlights how growing demand for gas-fired power to support AI data centers is opening new overseas growth avenues for the company. We’ll now examine how this new Kazakhstan order, tied to rising power needs from AI infrastructure, shapes Dongfang...