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,...
125 Views
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.
382 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...
326 Views
Asia Metals Outlook 2026: Scarcity Favours Gold, Copper, Aluminium
Precious and energy-transition metals set to outperform bulks and hydrocarbons through 2026, with top Asia exposures including Zijin, Korea Zinc,...
505 Views
Asia Commodities — September 2025: Gold Strength, Copper Tightness, Aluminium Premiums
Safe-haven demand and supply tightness drive gold, silver, copper, and aluminium performance, while China weakness impacts ferrous, nickel, and coal.
534 Views