SEHK:9858
SEHK:9858Food

Assessing China Youran Dairy Group's Valuation As Its HK$2.35b Equity Raise Reshapes Ownership And Growth Plans

What the equity raise means for existing and new shareholders China Youran Dairy Group (SEHK:9858) has just raised around HK$2.35b through a top up placement and follow on offering, a move that directly affects ownership, liquidity, and future funding capacity. The deal involved around 299,250,000 ordinary shares priced at HK$3.92, with a placement of existing shares matched by new top up shares. That structure brings fresh capital to the company while keeping the trading float relatively...
SEHK:659
SEHK:659Industrials

CTF Services (SEHK:659) Is Up 8.9% After Announcing Plans For RMB5 Billion Debt Raise – What's Changed

CTF Services has recently applied to issue debt instruments worth up to RMB5 billion, signalling a move to raise substantial capital through borrowing. This sizeable funding initiative could reshape the company’s capital structure and financial flexibility, with potential implications for its multi-segment operations. Next, we’ll examine how CTF Services’ planned RMB5 billion debt raise may influence its existing investment narrative and risk profile. Find companies with promising cash flow...
SEHK:9995
SEHK:9995Biotechs

The Bull Case For RemeGen (SEHK:9995) Could Change Following AbbVie’s RC148 Licensing Deal - Learn Why

On 12 January 2026, AbbVie and RemeGen announced an exclusive licensing agreement for RC148, a PD-1/VEGF-targeted bispecific antibody, giving AbbVie rights outside Greater China in exchange for a US$650 million upfront payment plus very large potential milestone payments and tiered, double-digit royalties. This deal not only validates RemeGen’s immuno-oncology platform, but also ties its future RC148 opportunity to AbbVie’s global ADC and solid tumor portfolio. We’ll now examine how this...
SEHK:270
SEHK:270Water Utilities

Guangdong Investment (SEHK:270) Valuation After Sudden Chairman Resignation And Mixed Long Term Shareholder Returns

Guangdong Investment (SEHK:270) has come into focus following the sudden resignation of Ms. Bai Tao as Executive Director, Chairman of the Board and Chairman of the Nomination Committee, effective 6 January 2026. See our latest analysis for Guangdong Investment. The leadership change comes after a mixed period for investors, with a 1 month share price return of 1.77% and a 1 year total shareholder return of 23.17%. However, the 5 year total shareholder return shows a 29% decline, suggesting...
SEHK:9999
SEHK:9999Entertainment

Is NetEase's (SEHK:9999) Marvel Rivals Deadpool Push Revealing Its Global Engagement Playbook?

Marvel Games and NetEase Games recently launched Season 6: Night at the Museum for Marvel Rivals, adding Deadpool as a new triple-role hero alongside fresh maps, accessories, and quality-of-life updates. This content update highlights how NetEase is using high-profile collaborations and frequent in-game refreshes to support engagement and monetization in its global gaming portfolio. We’ll now examine how the Deadpool-led Season 6 update for Marvel Rivals could influence NetEase’s existing...
SEHK:358
SEHK:358Metals and Mining

Jiangxi Copper (SEHK:358) Is Up 7.3% After JP Morgan Upgrade Amid Shifting Copper Supply Outlook

Earlier in January 2026, JP Morgan upgraded Jiangxi Copper to Neutral, citing a more constructive view on copper amid supply disruptions, ongoing industry mergers and acquisitions, and a milder-than-expected application of China’s “anti-involution” policy. This shift highlights how policy implementation and tightening supply conditions can reshape sentiment toward China’s basic materials sector, with Jiangxi Copper positioned at the heart of these themes. We’ll now examine how JP Morgan’s...
SEHK:6198
SEHK:6198Infrastructure

Will Gaining Effective Control of Ganglianhai Logistics Change Qingdao Port International's (SEHK:6198) Narrative

Qingdao Port International recently amended its Articles of Association to give its unit Qingdao Port Logistics effective control over Ganglianhai Logistics, allowing the formerly jointly controlled entity to be consolidated as a subsidiary despite each partner still holding 50% equity. This shift in control structure, classified as a connected transaction under Hong Kong Listing Rules without requiring independent shareholder approval, materially reshapes how Ganglianhai’s operations and...
SEHK:1672
SEHK:1672Biotechs

Why Ascletis Pharma (SEHK:1672) Is Up 6.3% After FDA Clears ASC30 Diabetes Trial And Obesity Data

Ascletis Pharma Inc. reported that it has received U.S. FDA IND clearance for a 13‑week Phase II trial of its oral small‑molecule GLP‑1 candidate ASC30 in type 2 diabetes, following dosing plans up to 80 mg and focusing on HbA1c, fasting glucose, weight, and safety outcomes. The company also released Phase II obesity data showing dose‑dependent weight loss and relatively low discontinuation and vomiting rates, underlining ASC30’s potential as an in‑house oral GLP‑1 receptor agonist targeting...
SEHK:626
SEHK:626Banks

Public Financial Holdings (SEHK:626) Return To Profit Tests Bullish Turnaround Narrative

Public Financial Holdings (SEHK:626) has reported a very different set of numbers for FY 2025, with first half revenue of HK$529.2 million and basic EPS of HK$0.002338, compared with total revenue of HK$429.6 million and basic EPS of HK$0.031416 in the first half of FY 2024. Over the trailing twelve months, revenue has ranged from HK$737.5 million to HK$1,154.2 million, while basic EPS has moved from a loss of HK$0.910256 to a profit of HK$0.073. This sets up a story where the key question is...
SEHK:175
SEHK:175Auto

Does Volvo’s Battery Plant Pause Reshape the Bull Case for Geely Automobile Holdings (SEHK:175)?

Earlier this week, Volvo Cars, majority-owned by Geely Automobile Holdings, paused work at its Gothenburg battery plant under construction, laying off 75 employees after failing to secure a new partner following Northvolt’s bankruptcy. The move highlights uncertainty around Volvo’s in-house EV battery production roadmap, which could have knock-on effects for Geely’s broader electric vehicle supply chain plans. We’ll now examine how this pause in Volvo’s Gothenburg battery project could...
SEHK:3788
SEHK:3788Metals and Mining

Assessing China Hanking Holdings (SEHK:3788) Valuation After Major Australian Gold Reserve Upgrade

China Hanking Holdings (SEHK:3788) moved into focus after subsidiary Hanking Gold Limited reported updated studies for its Australian projects, with combined Ore Reserve now 2.62 Moz and JORC gold resource assessed at 5.54 Moz. See our latest analysis for China Hanking Holdings. The updated Ore Reserve figures arrive after an intense run in the shares, with a 1-year total shareholder return that is very large and a year to date share price return of 20.86% despite a 5.44% one day decline and...
SEHK:590
SEHK:590Specialty Retail

Assessing Luk Fook Holdings (SEHK:590) Valuation After Strong Third Quarter Sales And Share Price Momentum

Luk Fook Holdings (International) (SEHK:590) released its third quarter sales update, highlighting double digit gains in overall retail sales value, retailing revenue, and same store sales across Hong Kong, Macao, overseas, and Mainland China. See our latest analysis for Luk Fook Holdings (International). The third quarter sales beat comes at a time when momentum in Luk Fook Holdings (International)'s shares has already been building, with a 12.17% 7 day share price return, an 11.44% 30 day...
SEHK:9893
SEHK:9893Construction

Unveiling Opportunities: Global Penny Stocks To Watch In January 2026

As global markets kick off the year with a rally, driven by investors looking beyond geopolitical tensions, small-cap and value shares have outperformed, signaling potential opportunities in overlooked sectors. The term 'penny stocks' might feel like a relic of past market eras, but the potential they represent is as real as ever. Typically referring to smaller or relatively new companies, these stocks can provide a mix of affordability and growth potential when paired with strong financials.
SEHK:1109
SEHK:1109Real Estate

Assessing China Resources Land (SEHK:1109) Valuation After 2025 Revenue Update And Shift In Sales Mix

Why the latest sales and revenue update matters for investors China Resources Land (SEHK:1109) has released unaudited figures for 2025, showing recurring and rental income growth alongside a decline in full year gross contracted sales and contracted gross floor area. See our latest analysis for China Resources Land. The unaudited 2025 update lands after a period where the share price has shown mixed momentum, with a 1 month share price return of 8.64% and a 1 year total shareholder return of...
SEHK:1044
SEHK:1044Personal Products

How Investors May Respond To Hengan International Group (SEHK:1044) Long-Term, Clawback-Equipped Share Incentive Plan

Hengan International Group recently granted 18.5 million existing shares, worth about HK$510 million, to 962 selected employees and directors under a long‑term incentive plan that will vest through January 2029 with service, conduct and clawback conditions. Because the awards are funded entirely by shares bought on the open market, the plan strengthens alignment between management and shareholders without adding financial assistance from the group itself. Next, we’ll consider how this...