Zhongtai Securities: Pulp price inflection point at the end of Q2 or paper companies currently focusing on good price and cost control capabilities

According to a research report released by Zhongtai Securities, the core driver of this round of pulp growth is European demand restoration+low inventories+capacity maintenance.

Zhitong FinanceApr 15 15:50

Hong Kong paper stocks fell again in the afternoon. Nine Dragons Paper fell nearly 4%, Chenming Paper fell more than 3.5%, Liwen Paper fell more than 2%, and Sunshine Paper followed suit.

Hong Kong paper stocks fell again in the afternoon. Nine Dragons Paper fell nearly 4%, Chenming Paper fell more than 3.5%, Liwen Paper fell more than 2%, and Sunshine Paper followed suit.

Zhitong FinanceApr 12 13:18

Changes in Hong Kong stocks | Paper stocks rose the most, Chenming Paper (01812.HK) announced that in the first quarter, Yingxi Institution says supply and demand in the industry will gradually reach an inflection point

Paper stocks had the highest gains in early trading. As of press release, Chenming Paper (01812.HK) rose 5.29% to HK$1.79; Nine Dragons Paper (02689.HK) rose 5.04% to HK$3.54; Lee & Man Paper (02314.HK) rose 3.64% to HK$2.56; and Sunshine Paper (02002.HK) rose 1.13% to HK$1.79.

Zhitong FinanceApr 9 11:16

Cathay Pacific Junan: First to Nine Dragons Paper (02689) “Increase in Holdings” Rating Target Price of HK$4.4

Guotai Junan expects Nine Dragons Paper (02689)'s net profit from FY2024-2026 to mother of 7.8/26.8/3.35 billion yuan.

Zhitong FinanceMar 29 15:28

Nine Dragons Paper (2689.HK): Stay true and go through the cycle

Guide to this report: Marginal improvement in industry supply and demand, availability of high-quality raw materials to support product premiums, slowing capital expenditure and easing depreciation pressure. The company's profit elasticity is worth looking forward to under the three major catalysts. Summary: First coverage, with a “gain” rating. Industry cycle

國泰君安Mar 29 12:51

Express News | Guotai Junan International: Gives Nine Dragons Paper an initial rating that is superior.

BreakingsMar 29 12:44