IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

Arun has over 15 years’ experience covering the Technology sector. During this time, he has worked with technology start-ups and as an equity analyst in investment banks and independent research firms. He was formerly a Technology Analyst for Canaccord Genuity, Altium Securities, Espirito Santo Investment Bank, Noble Group and Clear Capital. He has a dual Master’s degree in Financial Engineering and Industrial and Operations Engineering from the University of Michigan. He obtained his Bachelor’s degree in Mechanical Engineering from the Indian Institute of Technology, Bombay. He is also a CFA charterholder.

IPOs and Catalysts/Events

Zijin Gold IPO (2259 HK): Valuation Insights

Weekly Deals Digest (21 Sep) - Chery Auto, Zijin Gold, Centurion, Soft99, Mandom, Jinke, Shengjing

US Banks - Lower Rates: Higher Loan Volume, Low LDR Can Mean +NIM

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Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Equity Capital Markets

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<li>
<a href="https://www.smartkarma.com/entities/zijin-gold" target="_blank" data-smartkarma-citation="entities:45448:1" rel="noopener">Zijin Gold (2579355D HK)</a> is a global leading gold mining company and the overseas gold segment of <a href="https://www.smartkarma.com/entities/zijin-mining-group-co-ltd" target="_blank" data-smartkarma-citation="entities:24628:1" rel="noopener">Zijin Mining Group (601899 CH)</a>. It is pre-marketing an HKEx IPO to raise US$3bn.  </li>
<li>I previously discussed the IPO and outlined my investment thesis in <strong><em><a href="https://www.smartkarma.com/insights/zijin-gold-ipo-the-investment-case" target="_blank" data-smartkarma-citation="insights:201176" rel="noopener">Zijin Gold IPO: The Investment Case</a></em></strong>. </li>
<li>In this note, I take a look at the new information from the PHIP. The 1H25 results and latest developments underscore my previous bullish thesis. </li>
</ul>



Zijin Gold (2579355D HK) is a global leading gold mining company and the overseas gold segment of Zijin Mining Group (601899 CH). It is pre-marketing an HKEx IPO to raise US$3bn.  
I previously discussed the IPO and outlined my investment thesis in Zijin Gold IPO: The Investment Case. 
In this note, I take a look at the new information from the PHIP. The 1H25 results and latest developments underscore my previous bullish thesis. 


Zijin Gold IPO: PHIP Updates Support the Investment Thesis