Primer: Shandong Gold Mining (1787 HK) - Apr 2026
Shandong Gold is a leading state-owned Chinese gold producer with a strong domestic market position and an expanding international footprint,...
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Shandong Gold: Earnings Inflection Underpriced by Index Mechanics
Gold miner Shandong Gold's earnings set to surge from FY25, but undervaluation persists due to index exclusion and low EV/EBITDA multiple.
330 Views
Asian Alpha Hedge Portfolio (March, 2026)
While we do not believe that the Iran conflict is close to a resolution, we believe that the U.S. side needs to reach one, and that will eventually...
281 Views
Shandong Gold Mining Placement - H-Share Running Ahead of A-Shares
Shandong Gold Mining (1787 HK) aims to raise around US$500m via a primary placement, in order to pay down debt. In this note, we talk about the...
786 Views
Shandong Gold Mining Co., Ltd. (600547.SS, 1787.HK) - Scaling Production and Enhancing Margins
Shandong Gold forecasts significant growth in revenue and EPS by 2027, but faces challenges from commodity price volatility and geopolitical risks.
682 Views