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...
244 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...
451 Views
Gold Miners ETF (GDX US) Dec Rebalance: 5 Adds and US$8.8bn Trade; Zijin Gold Added
There are 5 adds with Zijin Gold being a big surprise. Estimated one-way turnover is 15.2% and the round-trip trade is US$8.8bn. The adds have...
1k 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...
638 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.
394 Views