SEHK:3690
SEHK:3690Hospitality

Meituan (SEHK:3690): Reassessing Valuation After Keeta Launch and Swing Back to Quarterly Net Loss

Meituan (SEHK:3690) just delivered a mixed third quarter update, with modest revenue growth but a swing from profit to a hefty net loss, right as it launches its new delivery platform, Keeta. See our latest analysis for Meituan. Despite the buzz around Keeta and Meituan’s push into new delivery formats, the 1 year total shareholder return of about -38 percent and steep year to date share price decline suggest sentiment is still cautious rather than momentum driven. If this kind of volatility...
SEHK:992
SEHK:992Tech

Does Lenovo Still Offer Value After AI Ready PC Push And Share Price Volatility?

Wondering if Lenovo Group is still a smart buy at today’s price, or if the market has already priced in its upside? You are not alone in asking whether the current tag matches its long term potential. The stock has been a bit choppy lately, up 1.4% over the last week but down 12.6% over the past month, even though it is still up 1.2% year to date, 11.2% over 1 year, 81.9% over 3 years, and 109.4% over 5 years. Recent headlines have focused on Lenovo’s push into AI ready PCs, expanding its...
SEHK:2507
SEHK:2507Aerospace & Defense

Is Cirrus Aircraft’s (SEHK:2507) New Trade‑In Program Quietly Redefining Its Upgrade‑Cycle Economics?

In December 2025, Cirrus Aircraft launched “Cirrus Next,” a trade-in and upgrade program that simplifies purchasing a new Cirrus by offering a streamlined pathway and trade-in option for existing aircraft, covering late-model SR Series and all generations of Vision Jets. By removing the hassle of managing overlapping ownership or downtime without an aircraft, Cirrus Next directly targets a key friction point that can slow upgrade cycles for committed owners. We’ll now examine how this focus...
SEHK:2380
SEHK:2380Renewable Energy

China Power International Development (SEHK:2380): Valuation Check After Weaker Electricity Sales Data

China Power International Development (SEHK:2380) has just reported lower unaudited electricity sales, with October volumes down about 5% and year-to-date sales slipping roughly 3% versus last year, raising fresh questions about demand momentum. See our latest analysis for China Power International Development. Even with October’s softer sales, the share price has quietly ground higher, with a roughly mid-teens year to date share price return and a notably stronger multi year total...
SEHK:857
SEHK:857Oil and Gas

Will Abolishing Its Supervisory Committee Change PetroChina's (SEHK:857) Governance Narrative?

On December 18, 2025, PetroChina Company Limited held an extraordinary general meeting to vote on amendments to its articles of association, general meeting procedures, board procedures, and the abolition of its supervisory committee. This move signals a meaningful reshaping of PetroChina’s internal oversight framework, with potential consequences for how major corporate decisions are proposed, reviewed, and approved. We will now examine how PetroChina’s proposed abolition of its supervisory...