China’s recent anti-tax evasion campaign has swept through the Hong Kong and Chinese markets.

Share prices for companies that have been accused have dropped. And this has affected overall sentiments in the market.

In every downturn, there are always opportunities.

So, we have taken the time to look at several high-dividend yield companies in the Hong Kong market.

Before we proceed, we have some interesting content this week that might change how you think about your portfolio!

Feature Content

Towkay Talk

Stock Rundowns

IPOs

Cheers,
InvestKaki Team 🤜🤛

Moving on, here are the news that shocked the world…

Trump Trade $SPX ( ▲ 0.0% ): Trade tantrums are still here in 2026. The United States have refused to extend the current trade pact with Canada and Mexico. Instead, it will mow review it annually. [Read More]

Comcast $CMCSA ( ▲ 0.25% ): Comcast is splitting. It is spinning off its NBCUniversal and Sky businesses into another public listed company, so that investors have better view of the media company in parts. [Read More]

Kroger $KR ( ▲ 3.52% ): Kroger is acquiring Giant Eagle, a supermarket chain for US$1.65 billion to solidify its market position in the Midwest and North Atlantic region in the U.S. [Read More]

Bending Spoons IPO $BSP ( ▼ 11.28% ): AOL is back. Bending Spoons, the owner of AOL has listed itself on the Nasdaq, valuing it at US$18 billion. Share price was up 40% on the first day of trading [Read More]

Nike $NKE ( ▲ 2.39% ): Nike’s latest quarterly results top estimates. Profits quadrupled for the quarter, with revenue growing by 3% in North America. However, its Greater China sells declined by 12% [Read More]

Here are the news covering the Asia market…

China Anti-Tax $HSCEI ( 0.0% ): China’s new anti-tax evasion campaign is wiping out gains in the Hong Kong markets, as up to 80 companies have been ordered to pay back corporate income tax and late fees to the authorities [Read More]

SGX: The Singapore Exchange will now allow depository agents to hold SGX-listed securities on behalf of clients and reduce the standard board lot for certain counters [Read More]

AirTrunk IPO: AirTrunk, a Blackstone-backed data centre REIT could be filing for a confidential IPO on the Singapore market to raise US$1.5 billion [Read More]

Frasers Centrepoint Trust: Frasers Centrepoint Trust is divesting White Sands for US$467 million, and will use the proceeds to pay down debt [Read More]

Guocoland: Guocoland has secured US$645 million in green financing from OCBC to develop the Lentor Central site which will have a 535 unit condominium [Read More]

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Bank of China provides banking and financial services in China, Hong Kong, Macau, Taiwan and internationally.

👆 What is up: Banks in China are not having a good time. In its recent anti-tax evasion campaign, the Chinese government has identified Bank of China as having done so. The Chinese National Tax Auditor has accused BoC in using a mutual fund to avoid paying US$348 million in taxes.

💪 Investment Case: Share price have declined by 8.7% since 24 June 2026, which presents a potential undervaluation opportunity. It is now trading at a price-to-earnings (PER) ratio of 5.8 times, which is in-line with its peers’ average of 5.6 times. Discounted cash flow valuation (DCF) shows that the company is potentially undervalued by 58%.

Furthermore, it is trading at a high dividend yield of 5.4%, making it a good stable dividend play in the Hong Kong market.

⚡ What to be careful about: China’s recent tax campaign is one of its most aggressive ones in recent years. Share price could continue to take a beating in the next few weeks, if the authorities uncover more tax evasion practices.

❓ Market Analysts: Target price of HK$6.19 with an implied upside of +28.7%

China Mobile provides communication, computing and AI services in China and Hong Kong.

👆 What is up: Two developments recently have made China Mobile attractive to look at. Firstly, it has commercially launched a dedicated 5G network acceleration service for high-speed rail passengers in China, in collaboration with Huawei. It has also launched two white papers detailing its AI strategy. Secondly, it has set up a group-level office to commercialise AI tokens, that will enable it to bring AI products to market.

💪 Investment Case: China Mobile is trading at PER of 10.6 times compared to its peers’ average of 18.6 times.

Dividend yield is also high at 6.9%, and analysts project it to increase to about 7.5% in the next year.

⚡ What to be careful about: Share price movement is limited. This means that it might take some time for it to climb up should there be a catalysts that emerge.

❓ Market Analysts: Target price of HK$96.3 with an implied upside of +25.9%

China Hongqiao manufactures and sells aluminum products.

👆 What is up: With the Strait of Hormuz now open, global aluminum supply is projected to resume in the next few months. This will reduce prices and potentially lead to lower results for China Hongqiao in the following quarters.

💪 Investment Case: However, this presents a potential undervaluation opportunity. PER is currently trading at 7.5 times, lower than its peers’ average of 8.9 times. DCF valuation indicates that the company is potentially undervalued by 75%.

Dividend yield is at 8.2%, much higher than the industry average of 3.9%.

⚡ What to be careful about: Lower aluminum prices could reduce selling prices for the company.

❓ Market Analysts: Target price of HK$44.0 with an implied upside of +120%

And that’s a wrap!

Cheers,
James Yeo~