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SEHK:576
SEHK:576Infrastructure

Zhejiang Expressway (SEHK:576) One Off Gain Challenges Earnings Quality Narratives

Zhejiang Expressway (SEHK:576) has reported full year 2025 results with fourth quarter revenue of C¥5.6b and basic EPS of C¥0.19, setting the stage for investors to reassess how earnings quality and margins are evolving. Over recent quarters the company has seen revenue range from C¥4.3b to C¥5.6b and quarterly EPS move between C¥0.19 and C¥0.25. Trailing 12 month EPS sits at C¥0.89 on revenue of C¥19.8b and net income of C¥5.3b, so the latest print lands in the context of solid absolute...
NYSE:TME
NYSE:TMEEntertainment

Tencent Music Faces Soda Music Threat And AI-Driven Uncertainty

Tencent Music Entertainment Group, NYSE:TME, is facing increased competitive pressure from emerging platforms such as Soda Music. Financial institutions are flagging artificial intelligence as a key factor that could reshape the company outlook and the broader digital music market. These developments raise new questions about the long term position of NYSE:TME in China’s online music and audio space. Tencent Music Entertainment Group, NYSE:TME, last closed at $9.19, with the share price...
NYSE:BX
NYSE:BXCapital Markets

Is It Time To Reassess Blackstone (BX) After Its 28% Year To Date Share Price Slide?

If you are trying to work out whether Blackstone is genuinely good value or just an expensive brand name, the recent share price moves give you plenty to think about. The stock closed at US$114.33, with a 5.5% gain over the last 7 days, a 0.9% decline over 30 days, a 28.0% decline year to date, and a 19.9% decline over 1 year, while the 3 year and 5 year returns sit at 54.1% and 80.2% respectively. Recent headlines around Blackstone have focused on its position as a major global alternative...
NasdaqCM:HYMC
NasdaqCM:HYMCMetals and Mining

A Look At Hycroft Mining Holding (HYMC) Valuation As Metals Recovery And Short Interest Refocus Trader Attention

Why Hycroft Mining Holding Is Back On Traders’ Radar Hycroft Mining Holding (HYMC) is drawing fresh attention as precious metals prices recover and geopolitical headlines shift sentiment toward miners, while a higher short interest level adds an extra layer of trading focus. See our latest analysis for Hycroft Mining Holding. At a share price of $35.05, Hycroft’s recent 1 day share price slip contrasts with a 47.45% 90 day share price return and a very large 1 year total shareholder return...
NasdaqGS:RXRX
NasdaqGS:RXRXBiotechs

Does AI Data Deal And New CMO Hire Change The Bull Case For Recursion (RXRX)?

In March 2026, Recursion Pharmaceuticals reported an expanded partnership with Citeline to integrate real-world data into its AI-enabled drug development platform, and announced that oncology veteran Vicki Goodman, M.D., will become Chief Medical Officer as of April 6, 2026, succeeding David Mauro, M.D., Ph.D. Together, the data partnership and leadership change highlight Recursion’s push to strengthen clinical execution, particularly in oncology, by combining advanced analytics with deep...
SEHK:2166
SEHK:2166Electronic

Smart-Core Holdings (SEHK:2166) Margin Fragility Tests Bullish Earnings Rebound Narrative

Smart-Core Holdings (SEHK:2166) has just put fresh numbers on the table, with first half FY 2025 revenue of HK$2.8b and basic EPS of HK$0.10, set against trailing twelve month EPS of HK$0.35. Over recent periods, the company has seen revenue move from HK$2,623.9m in 1H FY 2024 to HK$2,024.0m in 2H FY 2024 and then to HK$2,796.2m in 1H FY 2025, while basic EPS shifted from HK$0.08 to HK$0.14 and then to HK$0.10. With a trailing net profit margin of 2.4% versus 2.2% a year earlier, investors...
NasdaqGS:VISN
NasdaqGS:VISNCommunications

What Vistance Networks (VISN)'s Role in Vodafone's DAA Upgrade Means For Shareholders

In March 2026, HUBER+SUHNER and Aurora Networks announced a collaboration to help Vodafone Germany deploy Distributed Access Architecture and virtual CMTS technologies across its live cable network, enhancing speed, reliability and operational efficiency. This partnership underscores how Vistance Networks’ ecosystem is moving critical processing closer to end users, potentially making its virtualized broadband platforms more central to telecom infrastructure upgrades. We’ll now examine how...
SEHK:1425
SEHK:1425Luxury

Justin Allen Holdings (SEHK:1425) Margin Slippage Challenges Bullish Profitability Narratives

Justin Allen Holdings (SEHK:1425) has opened FY 2025 with first half revenue of HK$362.2 million, net income of HK$30.4 million and basic EPS of HK$0.024, setting a measured tone for its latest results. The company has seen revenue move from HK$385.1 million in 1H 2024 to HK$362.2 million in 1H 2025, while EPS shifted from HK$0.034 to HK$0.024 over the same periods, giving you a clear line of sight on how the top and bottom line are tracking into the new financial year. With a trailing net...
SEHK:2789
SEHK:2789Building

Yuanda China Holdings (SEHK:2789) Half Year Profit Challenges Skeptical Turnaround Narratives

Yuanda China Holdings (SEHK:2789) has reported its FY 2025 first half results with revenue of C¥1.27b and basic EPS of C¥0.029659, while trailing twelve month figures show revenue of C¥2.39b paired with a loss of C¥175.82m on a basic EPS of C¥0.028317. The company has seen revenue move from C¥1.09b in the first half of 2024 to C¥1.27b in the first half of 2025, with basic EPS shifting from C¥0.000962 to C¥0.029659 over the same periods. This latest release serves as a test of how far margins...
SEHK:8049
SEHK:8049Pharmaceuticals

Jilin Changlong Bio Pharmacy SEHK 8049 Margin Strength Reinforces Bullish Valuation Narratives

Jilin Province Huinan Changlong Bio-pharmacy (SEHK:8049) has posted its FY 2025 first half results with revenue of C¥438.9 million and basic EPS of C¥0.184, set against trailing 12 month revenue of C¥901.9 million and EPS of C¥0.355 that came alongside a 7.9% earnings uplift and net profit margins of 22.1%. Over the past year, the company has seen revenue move between C¥881.2 million and C¥926.9 million on a trailing 12 month basis, with basic EPS ranging from C¥0.327 to C¥0.355. This gives a...
SEHK:6618
SEHK:6618Consumer Retailing

A Look At JD Health International’s Valuation As It Secures CF PharmTech Online Launch Partnership

JD Health International (SEHK:6618) is back in focus after CF PharmTech selected the company as its exclusive online launch partner for key respiratory and rhinology drugs over the next three years. See our latest analysis for JD Health International. The CF PharmTech agreement comes as JD Health’s share price sits at HK$48.96, with a 7 day share price return of 2.68% but a 30 day share price return decline of 5.76%. The 1 year total shareholder return of 48.36% contrasts with a 3 year total...
NasdaqGS:WDC
NasdaqGS:WDCTech

US Stock Market Today: S&P 500 Futures Fall As Inflation Concerns Resurface

The Morning Bull - US Market Morning Update Thursday, Apr, 2 2026 US stock futures are pointing lower this morning, with contracts linked to the S&P 500 down about 1.1% and the Nasdaq 100 off roughly 1.4%, as investors weigh strong US data against fresh price worries. The ISM Manufacturing PMI for March sits at 52.7, a level that signals factories are growing again, but its prices index has jumped to 78.3, hinting that the cost of raw materials is heating up. At the same time, retail sales...
SEHK:8148
SEHK:8148Software

Wuxi Life International Holdings Group (SEHK:8148) Profit Turnaround Tests Bullish Narratives On Valuation

Wuxi Life International Holdings Group (SEHK:8148) has reported its FY 2025 results with first half revenue of HK$28.1 million and basic EPS of HK$0.0048, alongside trailing twelve month revenue of HK$94.6 million and EPS of HK$0.0251 that reflect the shift from loss to profit over the past year. Over the last three first half periods, revenue was HK$13.3 million in 2023, HK$28.8 million in 2024, and HK$28.1 million in 2025. Over the same periods, basic EPS moved from a loss of HK$0.0149 in...
NYSE:LHX
NYSE:LHXAerospace & Defense

L3Harris Powers Artemis II While Valuation And Debt Draw Investor Focus

L3Harris Technologies (NYSE:LHX) is supplying more than 100 mission elements, including engines and avionics, for NASA's Artemis II mission. Artemis II is planned as the first crewed lunar journey in over 50 years, with L3Harris providing critical propulsion and flight systems. The company's work on Artemis II positions it as a key partner in advancing U.S. space exploration efforts. For investors watching NYSE:LHX, this new phase of involvement in Artemis II comes alongside a share price...
NasdaqGS:LYFT
NasdaqGS:LYFTTransportation

Federal Lyft Assault Lawsuits Consolidated Into MDL Might Change The Case For Investing In Lyft (LYFT)

Wagstaff Law Firm recently announced that Aimee Wagstaff was appointed co-lead counsel in a federal multidistrict litigation consolidating nationwide lawsuits accusing Lyft of failing to protect passengers from sexual assaults by drivers, highlighting allegations around background checks, ignored complaints, and delayed safety features. This consolidation into a single federal proceeding in early 2026 significantly concentrates Lyft’s legal and reputational exposure around passenger safety...
SEHK:866
SEHK:866Oil and Gas

China Qinfa Group (SEHK:866) Margin Compression Reinforces Bearish Community Narratives

China Qinfa Group (SEHK:866) has reported its FY 2025 first half with revenue of C¥1,089.4 million and basic EPS of C¥0.008, while the trailing twelve months show revenue of about C¥1.8 billion and basic EPS of C¥0.032. Over the past reported periods, revenue has moved from C¥493.4 million in 1H 2024 to C¥1,227.7 million in 2H 2024 and then to C¥1,089.4 million in 1H 2025. Over the same periods, basic EPS shifted from a loss of C¥0.018 in 1H 2024 to C¥0.183 in 2H 2024 and C¥0.008 in the...
SEHK:2245
SEHK:2245Metals and Mining

Lygend Resources & Technology (SEHK:2245) Earnings Surge Challenges Cautious Growth Narratives

Lygend Resources & Technology (SEHK:2245) has reported its FY 2025 first half with revenue of C¥18.1b and basic EPS of C¥0.92, set against a backdrop of 61.1% earnings growth over the last year and a five year compound earnings growth rate of 17.6% per year. The company has seen revenue move from C¥10.9b in 1H 2024 to C¥18.4b in 2H 2024 and then C¥18.1b in 1H 2025, while basic EPS tracked from C¥0.38 to C¥0.76 and then C¥0.92. This leaves investors with a picture of expanding profitability...
NYSE:BKU
NYSE:BKUBanks

A Look At BankUnited (BKU) Valuation After Dividend Hike And Buyback Expansion

Dividend increase and buyback expansion sharpen focus on BankUnited BankUnited (BKU) has drawn fresh attention after its board lifted the quarterly dividend to US$0.33 per share and expanded share repurchase capacity by US$200 million. These moves align with management’s expectations for ongoing loan and deposit growth. See our latest analysis for BankUnited. At a share price of US$45.38, BankUnited has seen a 1-year total shareholder return of 35.99%, while the 3-year total shareholder...
SEHK:527
SEHK:527Renewable Energy

China Ruifeng Renewable Energy (SEHK:527) Loss Narrowing To C¥35.5 Million Tests Bearish Narrative

China Ruifeng Renewable Energy Holdings (SEHK:527) has reported FY 2025 first half revenue of C¥183.4 million, with EPS of a loss of C¥0.0207 per share. This keeps the focus firmly on how quickly the business is working through its unprofitable patch. Over recent periods, revenue has moved from C¥173.6 million in 1H 2024 to C¥162.7 million in 2H 2024 and C¥183.4 million in 1H 2025, while EPS has ranged from a loss of C¥0.0221 to a loss of C¥0.0567 and then a loss of C¥0.0207. This gives...
NasdaqGS:KTOS
NasdaqGS:KTOSAerospace & Defense

Kratos (KTOS) Wins Navy Oriole Motor Deal and 5G NTN Role – Is Its Dual-Track Strategy Coherent?

In late March 2026, Kratos Defense & Security Solutions was selected by the U.S. Navy’s NSWC Port Hueneme Division for production and delivery of up to 36 Oriole solid rocket motors and three Thrust Vector Control nozzle kits under a contract that could total about US$49,213,246, while also being chosen by SKY Perfect JSAT to help develop and validate a software-based 5G Non-Terrestrial Network ground system in the Asia-Pacific region and appointing veteran aerospace and defense executive...
SEHK:1223
SEHK:1223Specialty Retail

Symphony Holdings (SEHK:1223) Loss Narrows To HK$13.3m Challenging Prolonged Bearish Narratives

Symphony Holdings (SEHK:1223) has released its FY 2025 first half numbers, with revenue at HK$148.2 million and a basic EPS loss of HK$0.0045. The trailing twelve months show revenue of HK$308.8 million and a basic EPS loss of HK$0.0111. Over recent periods, revenue has moved in a tight band between HK$148.2 million and HK$157.2 million per half year, while half yearly basic EPS losses have ranged from HK$0.0045 to HK$0.048. This keeps the focus firmly on how efficiently those sales are being...
SEHK:1396
SEHK:1396Real Estate

Guangdong Hong Kong Greater Bay Area (SEHK:1396) Profit Return Tests Bullish Valuation Narratives

Latest FY 2025 Results Snapshot Guangdong - Hong Kong Greater Bay Area Holdings (SEHK:1396) has posted its FY 2025 numbers with first half revenue of CN¥228.3 million and Basic EPS of CN¥1.19, while trailing twelve month revenue stands at CN¥1.0 billion and EPS at CN¥0.08. Over the last year, the company has reported revenue moving from CN¥2.6 billion and EPS of a CN¥3.32 loss in 2024 H2 to CN¥1.0 billion and positive EPS of CN¥0.08 on a trailing basis, marking a clear shift in reported...
NYSE:PATH
NYSE:PATHSoftware

How UiPath’s Agentic AI Expansion and ESOP Shelf Filing At UiPath (PATH) Has Changed Its Investment Story

In March 2026, UiPath expanded its agentic AI platform with new industry-specific solutions for purchase-to-pay, retail, manufacturing, and financial services, and broadened CTO Raghu Malpani’s remit to Chief Product and Technology Officer while also filing a US$356.70 million Class A common stock shelf registration tied to an ESOP offering. By layering AI agents and orchestration via its Maestro platform on top of existing enterprise systems, UiPath is positioning its automation stack...
SEHK:1003
SEHK:1003Entertainment

Huanxi Media Group (SEHK:1003) Loss Deepens With HK$396 Million Hit Challenging Bullish Narratives

Huanxi Media Group (SEHK:1003) has released its FY 2025 results with second half revenue of HK$162.1 million and a basic EPS loss of HK$0.108, against a trailing twelve month revenue base of HK$342.1 million and a TTM EPS loss of HK$0.136. Over recent periods the company has seen revenue move from HK$34.2 million in 2H 2024 to HK$179.9 million in 1H 2025 and HK$162.1 million in 2H 2025, while basic EPS has stayed in loss making territory ranging between HK$0.027 and HK$0.108 per share. With...