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SEHK:9926
SEHK:9926Biotechs

Assessing Akeso (SEHK:9926) Valuation After AK139 Trial Approval And Ivonescimab Breakthrough Designation

Akeso (SEHK:9926) has just received approval in China to start Phase II trials for AK139, a first in class IL-4Ra/ST2 bispecific antibody, targeting seven respiratory and autoimmune conditions. See our latest analysis for Akeso. Investors seem to be weighing Akeso's busy clinical calendar against recent volatility, with a 1 day share price return of 1.54% and 7 day return of 4.36% following the AK139 and ivonescimab updates. The 1 year total shareholder return of 74.92% points to strong...
SEHK:9966
SEHK:9966Biotechs

Assessing Alphamab Oncology (SEHK:9966) Valuation After JSKN003 Phase III Trial Patient Dosing Milestone

Alphamab Oncology (SEHK:9966) has dosed the first patient in its Phase III trial of JSKN003 for HER2-positive advanced colorectal cancer, marking a key milestone for this antibody-drug conjugate following its Breakthrough Therapy Designation in China. See our latest analysis for Alphamab Oncology. The JSKN003 milestone comes after a mixed run in the shares, with a 1-year total shareholder return of 124.81% contrasting with a 30-day share price return decline of 12.74% and longer term 3 and 5...
SEHK:981
SEHK:981Semiconductor

How SMIC’s Q4 Profit and Flat Q1 Margin Outlook Will Impact Semiconductor Manufacturing International (SEHK:981) Investors

Semiconductor Manufacturing International Corporation reported fourth-quarter 2025 results with sales of US$2,488.71 million and net income of US$172.85 million, and later issued first-quarter 2026 guidance indicating sequentially flat revenue and an 18%–20% gross margin range. This combination of solid quarterly profitability and a cautious margin outlook gives investors fresh insight into how SMIC is balancing growth with profitability pressures. Next, we’ll examine how SMIC’s guidance for...
SEHK:1211
SEHK:1211Auto

Assessing BYD (SEHK:1211) Valuation As Shares Rebuild Short Term Momentum

BYD stock performance snapshot BYD (SEHK:1211) has recently seen mixed share performance, with a 0.8% decline over the past day, a 5.9% gain over the past week, and a small pullback over the past month. Over longer periods, BYD shows a 1.0% negative return year to date, an 18.6% negative total return over the past year, and positive total returns across the past 3 and 5 years, highlighting both volatility and staying power. The shares last closed at HK$97.75, with recent annual revenue of...
SEHK:1299
SEHK:1299Insurance

AIA Group Adds Industry Veterans To Board As Governance Priorities Evolve

AIA Group (SEHK:1299) has appointed Ms. Shulamite Khoo and Mr. Ku Man as Independent Non executive Directors. Both appointees bring extensive experience across insurance, banking and international executive roles. Their appointments expand the board’s mix of industry, financial and governance expertise. AIA Group focuses on life and health insurance, with a footprint across multiple Asia Pacific markets. Fresh board appointments are often closely watched by investors, as they can influence...
SEHK:23
SEHK:23Banks

Bank Of East Asia SEHK 23 Margin Compression Challenges Bullish Earnings Growth Narrative

Bank of East Asia (SEHK:23) has just posted its FY 2025 first half results, with total revenue of HK$7.7b and basic EPS of HK$0.86, alongside net income of HK$2.3b. The bank reported revenue of HK$7.5b and EPS of HK$0.69 in the first half of 2024, followed by revenue of HK$7.9b and EPS of HK$0.84 in the second half of 2024. As a result, FY 2025 starts after three consecutive reported periods of higher earnings per share. With that backdrop, investors are likely to focus on how its net...
SEHK:2252
SEHK:2252Medical Equipment

Shanghai MicroPort MedBot (SEHK:2252) Valuation After Global Toumai Robot Orders And Remote Surgery Progress

Shanghai MicroPort MedBot (Group) (SEHK:2252) is back on investors’ radar after reporting more than 200 commercial orders for its Toumai laparoscopic surgical robot, with around 130 systems installed across nearly 50 countries and regions. See our latest analysis for Shanghai MicroPort MedBot (Group). The recent Toumai order momentum and remote surgery progress come as the shares trade at HK$29.0, with an 11.71% 1 day share price return and 22.99% 90 day share price return, alongside a 50.57%...
SEHK:489
SEHK:489Auto

A Look At Dongfeng Motor Group (SEHK:489) Valuation After The Carro And Volt Auto Southeast Asia Showroom Deal

Why Dongfeng Motor Group Stock Is Back on Investor Radars After the Carro Deal Dongfeng Motor Group (SEHK:489) is drawing fresh attention after Carro became an authorised dealer for Dongfeng Motor Corporation, opening exclusive showrooms in Singapore and Malaysia in partnership with Volt Auto. This push into Southeast Asia, backed by integrated financing, insurance, and planned 3S facilities in Malaysia, gives investors a new angle to think about how Dongfeng’s regional reach and customer...
SEHK:3738
SEHK:3738Software

Vobile Group (SEHK:3738) Valuation Check After Finloop IP Tokenization Collaboration

Vobile Group (SEHK:3738) has drawn fresh attention after announcing a collaboration with Finloop Finance Technology to tokenize offshore real world assets tied to cultural and creative intellectual property, with the aim of building a compliant IP backed digital asset ecosystem. See our latest analysis for Vobile Group. The Finloop agreement lands at a time when momentum in Vobile Group’s shares has been picking up, with a 7 day share price return of 37.09% and a year to date share price...
SEHK:1299
SEHK:1299Insurance

Reassessing AIA Group (SEHK:1299) After Mixed Share Price Performance And Shifting Sector Sentiment

If you are wondering whether AIA Group is priced attractively today, this article walks through what the current share price could mean for you as an investor. The stock last closed at HK$80.30, with returns of a 3.8% decline over 7 days, a 5.2% decline over 30 days, a 3.6% decline year to date, 46.6% over 1 year, 3.5% over 3 years, and an 11.8% decline over 5 years, which gives a mixed picture of recent momentum and risk perception. Recent news and market commentary around AIA Group has...
SEHK:867
SEHK:867Pharmaceuticals

China Medical System Expands AI Drug Pipeline As Valuation Gap Persists

China Medical System Holdings (SEHK:867) has partnered with Insilico Medicine to co-develop AI supported drug discovery programs in central nervous system and autoimmune diseases. The company also received clinical trial approval for its selective complement factor B inhibitor CMS-D017 in kidney disease and paroxysmal nocturnal hemoglobinuria. China Medical System Holdings, trading at HK$15.13, has seen its share price gain 7.8% over the past month and 15.4% year to date, with a 1 year...
SEHK:1313
SEHK:1313Basic Materials

A Look At China Resources Building Materials Technology Holdings (SEHK:1313) Valuation After Its 2025 Profit Guidance

China Resources Building Materials Technology Holdings (SEHK:1313) recently issued earnings guidance for 2025, projecting profit attributable to owners to increase by about 115% to 135% compared with 2024, mainly due to lower costs and reduced impairment losses. See our latest analysis for China Resources Building Materials Technology Holdings. The earnings guidance comes after a strong run in the share price, with a 30 day share price return of 19.25% and a year to date share price return of...
SEHK:992
SEHK:992Tech

Lenovo Group (SEHK:992) Q3 Profit Jump Tests Bullish AI Margin Narrative

Lenovo Group (SEHK:992) has just posted its Q3 2026 numbers, with revenue of about US$22.2 billion and basic EPS of US$0.044, backed by net income of US$545.5 million. The company has seen quarterly revenue move from US$16.98 billion in Q4 2025 to US$18.83 billion in Q1 2026, US$20.45 billion in Q2 2026, and now US$22.20 billion in Q3 2026. Over the same stretch, EPS has ranged between US$0.007 and US$0.056 and sits at US$0.044 this quarter, highlighting a story that is as much about the...