HK Connect Flows Weekly (Sep 26th): Alibaba, Shandong Hi-Speed, Meituan, Tencent, China Mobile
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba (9988 HK), Shandong Hi-Speed (412 HK), Meituan...
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Weekly Deals Digest (28 Sep) - Zijin Gold, Tekscend, Mandom, Pacific Ind, Paramount Bed, Soft99
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
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Zijin Mining: US$100bn Breakout on Copper Surge, Valuation Still Offers Upside
Zijin's market cap surpasses US$100bn as copper and gold prices rise, with potential valuation upside and spin-off catalyst from Zijin Gold...
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Copper Tightens: Grasberg Disruption Pushes Market Toward $11k–13k/T
Grasberg mudflow cuts global copper supply, prices soar, Asian downstream industry impacted, winners include Zijin and Jiangxi.
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Zijin Gold IPO: Gold Price Sensitivity Analysis. A High Beta Proxy for Gold
Zijin Gold's IPO is priced at premium valuations. It's high gold price sensitivity offer investors amplified upside if the gold rally continues —...
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