SEHK:700
SEHK:700Interactive Media and Services

How Nvidia’s H200 Approval for China Could Shape Tencent Holdings’ (SEHK:700) AI Investment Narrative

Chinese officials recently told major tech firms, including Tencent, that they can begin preparing orders for Nvidia's H200 AI chips, following U.S. approval for the advanced processors to be shipped to China. This access to cutting-edge AI hardware could be important for Tencent’s long-term technology roadmap, influencing how it builds and scales future AI-powered products and services. We will now explore how Tencent’s newly granted access to Nvidia’s H200 chips could influence its broader...
SEHK:1208
SEHK:1208Metals and Mining

MMG (SEHK:1208) Valuation Check After Strong Q4 Copper Output And 2025 Guidance Update

MMG (SEHK:1208) is on investors’ radar after reporting detailed fourth quarter 2025 production results and updating its multi asset copper and zinc guidance, which highlights Las Bambas, Kinsevere, Khoemacau, Dugald River and Rosebery. See our latest analysis for MMG. The production update comes as MMG’s share price has moved sharply, with a 30 day share price return of 25.20%, a 90 day return of 58.60% and a very large 1 year total shareholder return of 307.49%. This suggests momentum has...
SEHK:386
SEHK:386Oil and Gas

China Petroleum & Chemical (SEHK:386) Is Up 6.3% After Mixed 2025 Output Shift Toward Petrochemicals – Has The Bull Case Changed?

In January 2026, China Petroleum & Chemical Corporation reported its 2025 operating results, showing slightly higher crude oil and natural gas production but lower refinery throughput and reduced gasoline and diesel output compared with the prior year. An interesting shift emerged in the product mix, with jet-fuel-related kerosene, light chemical feedstocks, ethylene, and synthetic resins all increasing, while domestic refined oil product sales volumes declined. We’ll now examine how this...
SEHK:1907
SEHK:1907Chemicals

China Risun Group’s Valuation After New Employee Share Award Plan And Low 0.2x P/S Ratio

Why China Risun’s latest share award matters for shareholders China Risun Group (SEHK:1907) has granted 4.503 million nil cost shares to 600 employees, with vesting spread over 60 months and linked to performance tests and clawback provisions. This share award plan is designed to tie employee rewards more closely to company outcomes, support retention over the long vesting period, and more closely align staff interests with those of existing shareholders. See our latest analysis for China...