SEHK:3
SEHK:3Gas Utilities

Hong Kong and China Gas (SEHK:3) Valuation After Major AWS Cloud and AI Modernization Drive

Hong Kong and China Gas (SEHK:3) just pushed a big chunk of its core infrastructure onto Amazon Web Services with partner eCloudvalley, aiming for up to 40% lower IT costs and 99.99% uptime on mission critical systems. See our latest analysis for Hong Kong and China Gas. The HK$7.18 share price has held up reasonably well this year, with a 17.5% year to date share price return and a 24.8% one year total shareholder return suggesting improving sentiment as investors warm to its gradual...
SEHK:291
SEHK:291Beverage

How ESG-Linked Incentives and Awards Could Reshape China Resources Beer (SEHK:291)'s Long-Term Investment Story

China Resources Beer (Holdings) Company Limited was recently named a winner for both Corporate Governance and ESG Excellence Awards at the 2025 Hong Kong Corporate Governance and ESG Excellence Awards, reflecting independent recognition of its governance structures and sustainability focus. The awards highlight how China Resources Beer is tying ESG performance to management incentives and actively addressing climate change, underlining an emphasis on long-term value creation and risk...
SEHK:2616
SEHK:2616Biotechs

CStone Pharmaceuticals (SEHK:2616): Valuation Check After GAVRETO Wins China National Reimbursement Drug List Approval

CStone Pharmaceuticals (SEHK:2616) just secured a key regulatory win, with its RET-targeting cancer drug GAVRETO set to join China’s National Reimbursement Drug List from January 2026. This change could reshape both patient access and long term revenue visibility. See our latest analysis for CStone Pharmaceuticals. The market seems to be warming up to that story already, with a 1 month share price return of 11.48 percent and a powerful year to date share price gain of 149.8 percent, even...
SEHK:631
SEHK:631Machinery

Asian Value Stocks: 3 Companies Trading Below Estimated Intrinsic Value

Amidst global economic shifts, Asian markets are navigating a complex landscape influenced by interest rate adjustments and deflationary pressures, particularly in China. As investors seek opportunities within this environment, identifying stocks trading below their estimated intrinsic value can be a prudent strategy for those looking to capitalize on potential market inefficiencies.
SEHK:1815
SEHK:1815Specialty Retail

K. Wah International Holdings And 2 Other Asian Penny Stocks To Consider

As global markets navigate a landscape shaped by shifting interest rates and economic uncertainties, investors continue to explore diverse opportunities across various sectors. Penny stocks, despite their somewhat outdated moniker, remain a compelling area for those seeking growth potential in smaller or newer companies. With solid financial foundations, these stocks can offer surprising value and stability, making them an intriguing option for investors looking beyond the mainstream indices.
SEHK:1952
SEHK:1952Biotechs

Everest Medicines (SEHK:1952): Revisiting Valuation After Recent Share Price Weakness

Everest Medicines (SEHK:1952) inched up about 2% in the latest session, a small move that still draws attention given the stock’s weaker performance over the past 3 months and year. See our latest analysis for Everest Medicines. At HK$44.84, the latest move comes against a weak backdrop, with the 30 day share price return of negative 5.9% and a much steeper 90 day share price return of negative 23%. This suggests recent momentum is fading despite a robust three year total shareholder return...
SEHK:1299
SEHK:1299Insurance

AIA Group (SEHK:1299): Reassessing Valuation After China Partnerships, Asian Expansion and Shifting Regulatory Landscape

AIA Group (SEHK:1299) is back in the spotlight as investors weigh its latest push into high growth Asian markets and fresh partnerships in mainland China, against shifting regulation and interest rate expectations shaping the stock’s recent swings. See our latest analysis for AIA Group. Despite a 6.1% slide in the 1 month share price return, AIA’s 42.9% year to date share price return and 43.7% 1 year total shareholder return suggest momentum is still broadly constructive as China...
SEHK:175
SEHK:175Auto

Geely (SEHK:175) Valuation After Opening the World’s Largest Auto Safety Testing Facility

Geely Automobile Holdings (SEHK:175) just opened its Geely Safety Centre, billed as the world’s largest auto safety testing facility, a strategic move that aligns closely with its intelligent vehicle and safety focused ambitions. See our latest analysis for Geely Automobile Holdings. That focus on safety is arriving as momentum cools a little, with the latest share price at HK$17.77 and a strong year to date share price return, but a softer 1 year total shareholder return signalling some...
SEHK:1211
SEHK:1211Auto

Is New Mexico Tariff Shock And BYD Audio Deal Altering The Investment Case For BYD (SEHK:1211)?

Stingray announced a co-branded in-car audio service, BYD Audio by Stingray, while Mexico approved new tariffs of up to 50% on Chinese-made vehicles and auto parts, directly affecting BYD’s export prospects to that market. Together, these developments highlight how BYD is enhancing its in-vehicle experience through global partnerships even as it confronts rising trade barriers in important overseas markets. Next, we will examine how Mexico’s new tariffs on Chinese autos could influence BYD’s...
SEHK:9969
SEHK:9969Biotechs

InnoCare Pharma (SEHK:9969): Assessing Valuation After Landmark NTRK Solid-Tumor Approval for Zurletrectinib

InnoCare Pharma (SEHK:9969) just cleared a major milestone, with China’s regulator approving its next generation TRK inhibitor zurletrectinib for NTRK fusion positive solid tumors, the company’s first green light in solid cancers. See our latest analysis for InnoCare Pharma. The zurletrectinib approval lands after a volatile stretch, with InnoCare’s share price still up strongly this year thanks to a 150.79% year to date share price return. At the same time, the 90 day share price return of...
SEHK:2233
SEHK:2233Basic Materials

Is West China Cement (SEHK:2233) Quietly Redrawing Its Risk Map With Debt Cuts And A Hong Kong Shift?

West China Cement Limited has completed payment to eligible holders in its tender offer for the 2026 Notes, leaving US$200,000,000 in principal still outstanding, and earlier in December it also changed its principal place of business in Hong Kong to a new address in Tsim Sha Tsui. This combination of debt retirement and operational relocation highlights management’s current focus on balance-sheet flexibility and corporate infrastructure in a key financial hub. We will now examine how the...
SEHK:1099
SEHK:1099Healthcare

Sinopharm Group (SEHK:1099): Valuation Check After Renewing Shanghai Henlius Distribution Partnership

Sinopharm Group (SEHK:1099) is back in focus after Shanghai Henlius Biotech moved to renew their long running distribution framework, extending Sinopharm’s role in distributing Henlius products from 2026 through 2028. See our latest analysis for Sinopharm Group. The renewed Henlius deal lands while Sinopharm’s HK$20.36 share price has seen a modest 1 day share price return of 1.09% but a softer 30 day share price return of 4.77%, with a more reassuring 5 year total shareholder return of...
SEHK:9999
SEHK:9999Entertainment

NetEase (SEHK:9999): Reassessing Valuation After JPMorgan Names It Top China Digital Entertainment Pick

JPMorgan just put NetEase (SEHK:9999) at the top of its China digital entertainment list, highlighting a packed pipeline of new games and potential Southbound Trading inclusion as key drivers for the stock. See our latest analysis for NetEase. The JPMorgan call lands after a choppy few months, with NetEase’s share price still up strongly year to date and a three year total shareholder return comfortably more than doubling investors’ money, suggesting momentum is rebuilding as new titles and...
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:867
SEHK:867Pharmaceuticals

What China Medical System Holdings (SEHK:867)'s Stroke Drug NDA Acceptance Means For Shareholders

On 11 December 2025, China Medical System Holdings announced that China’s National Medical Products Administration accepted the New Drug Application for Y-3 (Loberamisal) for Injection, a Class 1 innovative brain cytoprotectant for acute ischemic stroke based on PSD-95-nNOS and MPO targets. This first-in-class, multi-target therapy addresses both stroke damage and post-stroke mood complications, positioning the company more firmly in China’s large and complex cerebrovascular disease...
SEHK:66
SEHK:66Transportation

MTR (SEHK:66): Assessing Valuation After Strong Discount-Driven Sales at One Park Place in Yau Tong

MTR (SEHK:66) just rode a wave of strong demand at the One Park Place launch in Yau Tong, where discounted units moved quickly and reignited investor attention on its property development income stream. See our latest analysis for MTR. That backdrop helps explain why MTR’s share price has climbed around the mid teens on a year to date basis and delivered a similar one year share price return, even though the longer term total shareholder return over three and five years is still negative,...
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:101
SEHK:101Real Estate

Hang Lung Properties (SEHK:101) Valuation After Major West Nanjing Road Redevelopment Deal in Shanghai

Hang Lung Properties (SEHK:101) just signed a major partnership with Shanghai Join Buy Group to redevelop the former Westgate Mall on West Nanjing Road, a move that significantly expands its Shanghai footprint. See our latest analysis for Hang Lung Properties. The deal comes as Hang Lung Properties enjoys a strong rebound, with the share price up sharply this year on a robust year to date share price return of 49.43 percent. However, the five year total shareholder return of negative 36.39...
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...