Gold Miners ETF (GDX US) Dec Rebalance: 5 Adds and US$8.8bn Trade; Zijin Gold Added
The flows have changed following the non-inclusion of Zijin Gold in the index. With cornerstones locked up till end-March, Zijin Gold will not be...
1.2k Views
Zijin Gold Intl (2259 HK): Gold Leverage Intact; December GDX Non-Inclusion a Near-Term Overhang
Zijin's valuation now hinges on execution and cost normalization post-IPO re-rating. GDX non-inclusion doesn't change asset quality or medium-term...
250 Views
Zijin Gold (2259 HK) Vs Laopu Gold (6181 HK) Vs Gold Commodity- The Investment Logic and the Outlook
We've offload gold/silver commodities and related stocks. We started holding gold in 2023 and silver in Feb. 2025. So far, we've achieved good...
452 Views
Hong Kong: IPO SPOTLIGHT - OVERVIEW 2025
Hong Kong is the top global destination for IPOs in 2025, with over HK $280 billion raised so far. Large scale A+H dual listings have surged this...
642 Views
Zijin Gold International – World-Class Portfolio, Execution-Driven Upside
Unaudited results show strong operational performance for 9M 2025 with 1.03 Moz gold and US$905 m profit, despite risks in execution and policy.
396 Views