HK/China Healthcare Analyst (ex-Fosun Pharma)

Xinyao (Criss) Wang

Over 15 years' experience in both finance and healthcare, covering clinic operations, investment and equity research in both China and overseas.

China Healthcare Weekly(Sep.21)-HK Biotechs Are Overvalued, Duality, Story Behind "Crazy" TransThera

Pre-IPO Zijin Gold (PHIP Updates) - Thoughts on the Business, the Forecast and Valuation Outlook

Pre-IPO Xuanzhu Biopharmaceutical (PHIP Updates) - Some Points Worth the Attention

China TCM (570.HK) - Performance Is Expected to Rebound

Laopu Gold (6181.HK) 25H1 - Remember to Escape Before Collapsing

Laopu Gold (6181.HK) - The Business Model, the Concerns, the Valuation Outlook

Chongqing Taiji Industry (Group) (600129.CH) 25H1- CNPGC Commits to Resolving Horizontal Competition

Equity Bottom-Up

<ul>
<li>The strong bullish sentiment towards gold has boosted Laopu’s share price, but we still have doubts about whether Laopu can truly benefit from the gold price rally in the future.</li>
<li>In a crisis, gold stocks will face sell-off. We may see an "interesting phenomenon"- The price of gold commodities is soaring, while gold stocks are performing unsatisfactory or even plummeting.</li>
<li>In fact, we already witnessed the inconsistency between the gold commodities prices and Laopu's share price. This is the core logic we recommend investors take profits on Laopu in time.</li>
</ul>


The strong bullish sentiment towards gold has boosted Laopu’s share price, but we still have doubts about whether Laopu can truly benefit from the gold price rally in the future.
In a crisis, gold stocks will face sell-off. We may see an "interesting phenomenon"- The price of gold commodities is soaring, while gold stocks are performing unsatisfactory or even plummeting.
In fact, we already witnessed the inconsistency between the gold commodities prices and Laopu's share price. This is the core logic we recommend investors take profits on Laopu in time.


Laopu Gold (6181.HK) - Gold Stocks Are Different from Gold Commodities