Sun Paper (002078): Profit side improved year-on-year, month-on-month improvement highlighted the resilience of leading companies
Core view: Sun Paper released its quarterly report for '24. In the first quarter of '24, the company achieved revenue of 10.185 billion yuan, +3.87% YoY; realized net profit of 956 million yuan, +69.04% YoY, +0.
Forest Packaging GroupLtd's (SHSE:605500) Profits May Be Overstating Its True Earnings Potential
Following the release of a positive earnings report recently, Forest Packaging Group Co.,Ltd.'s (SHSE:605500) stock performed well. Investors should be cautious however, as there some causes of conce
Zhongtai Securities: Maintaining Sun Paper's (002078.SZ) “Buy” Rating, Strong 24Q1 Performance
The Zhitong Finance App learned that Zhongtai Securities released a research report saying that Sun Paper (002078.SZ)'s integrated advantages of forest pulp and paper are gradually being highlighted,...
Is Hangzhou Huawang New Material TechnologyLtd (SHSE:605377) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility of prices, but whether you will suffer a permanent loss of capital.' When we thi
Dashengda (603687) Annual Report Review Report: Traditional businesses are under pressure, tobacco and alcohol packaging have performed beautifully, and new businesses have blossomed more
The company released the 2023 annual report and the 2024 quarterly report: 1) 2023: The company achieved revenue of 2,014 billion yuan (-2.2% year over year) and net profit to mother of 89 million yuan (-15.9% year over year), deducted from Africa
Bohui Paper (600966) Annual Report Review Report: Focus on R&D of superior products to promote upstream and downstream expansion of the industrial chain
The company released the 2023 annual report and the 2024 quarterly report: 1) 2023: The company achieved revenue of 18.693 billion yuan (+1.8% year over year) and net profit to mother of 182 million yuan (-20.3% year over year), deducted
Investors Will Want Shandong Bohui Paper IndustryLtd's (SHSE:600966) Growth In ROCE To Persist
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst other things, we'll want to see two things; firstly, a growing return on capital em
Sun Paper (002078): Beautiful performance and continued to show resource advantages
The company released its 2024 quarterly report: 2024Q1 achieved revenue of 10.185 billion yuan (+3.9% YoY), net profit of 956 million yuan (YoY +69.0%), net profit of 9.52 billion yuan (YoY), net profit not attributable to mother
Shanying International HoldingsLtd's (SHSE:600567) Profits May Not Reveal Underlying Issues
Shanying International Holdings Co.,Ltd's (SHSE:600567) healthy profit numbers didn't contain any surprises for investors. We think this is due to investors looking beyond the statutory profits and b
Sun Paper (002078): Performance exceeds expectations, profit resilience is highlighted
Guide to this report: Empowered by the deep layout of upstream resources, the upward trend in profit gradually became clear, and management and governance advantages were further established. Key investment points: Raise the target price to 19.9 yuan and maintain the “gain” rating. The 24Q1 company's performance exceeded expectations.
Guanhao Hi-Tech (600433.SH): As of April 30, a total of 3.74% of shares have been repurchased
Gelonghui, April 30, 丨 Guanhao Hi-Tech (600433.SH) announced that as of April 30, 2024, the company had repurchased 68,558,965 shares through centralized bidding transactions. The repurchased shares accounted for 3.74% of the company's total share capital. The highest transaction price was 3.63 yuan/share, the minimum transaction price was 2.45 yuan/share, and the total amount paid was 231,750,501.11 yuan (not including transaction fees).
Xianhe Co., Ltd. (603733): Continued profit restoration and promotion of integrated pulp and paper layout
The year-on-year growth rate in 24Q1 was impressive. Revenue in '23 was 8.553 billion yuan, up 10.53% year on year, net profit to mother was 664 million yuan, down 6.55% year on year, and net profit after deducting non-return to mother was 595 million yuan, up 6 percent year on year.
Sun Paper (002078): Leading the way is steady, 2Q24 is expected to grow steadily
The 1Q24 results are in line with our and market expectations. The company announced 1Q24 results: operating income of 10.2 billion yuan, +3.87% year over year; net profit to mother of 956 million yuan, +69% year over year, in line with our and market expectations. Reviews:
Xianhe Co., Ltd. (603733): 1Q performance slightly exceeded expectations, and price increases were implemented to support 2Q profit growth
1Q24 performance slightly exceeded our and market expectations. The company announced 1Q24 results: achieved revenue of 2.21 billion yuan, +20% year-on-year; net profit to mother was 269 million yuan, +120% year-on-year, after deducting non-net profit of 2.37
Huawang Technology (605377): Q1 profit grew rapidly and actively exploited the export market
Event: The company released its annual report for 2023 and its report for the first quarter of 2024. In 2023, the company achieved revenue of 3,976 billion yuan, +15.7% year-on-year; net profit to mother was 566 million yuan, +2 year-on-year
These Return Metrics Don't Make Yueyang Forest & Paper (SHSE:600963) Look Too Strong
If you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop up? When we see a declining return on capital employed (ROCE) in conjunction with
Huawang Technology (605377): The dividend ratio has increased dramatically, and overseas business has become an important growth engine
Incident: Disclosure of the 23 annual report and 24Q1 results, continued high-quality growth, with a dividend ratio of over 5%. The company achieved operating income of 3,976 billion yuan in '23, +15.7% year-on-year; realized net profit of 566 million yuan to mother, same
Xianhe Co., Ltd. (603733) 2024 Quarterly Report Review: Gross margin increased sharply year-on-year, and profit performance for the first quarter exceeded expectations
Incident: The company released its 2024 quarterly report. In the first quarter of 2024, it achieved revenue of 2.21 billion yuan, an increase of 20.2% over the previous year, and net profit to mother of 270 million yuan, an increase of 120.1% over the previous year. Comment: Release of new production capacity
Yutong Technology (002831) Company Information Update Report: 2024Q1 profit growth rate is impressive, demand recovery and leading position highlights growth and further acceleration
2024Q1's profit growth rate is impressive, demand recovery and leading position are prominent. Maintaining the “Buy” rating company's operating income of 15.22 billion yuan for the full year of 2023 (-7.0% YoY, same below), net profit of 1.44 billion yuan to mother
Yutong Technology (002831): Beautiful growth in 24Q1, rapid progress in the construction of intelligent chemical plants
Incident: The company disclosed its 23 annual report and 24 quarterly report. The revenue side growth rate was positive starting in 23Q4, and the growth rate was beautiful under the low base of 24Q1. The company achieved revenue of 15.223 billion yuan in 23 years, -6.96% year-on-year;