Consumer Analyst / Channel Surveillance Specialist, Trudence Capital Advisors

Pranav Bhavsar

Consumer Analyst / Channel Surveillance Specialist

ASA Capital Management

ASA Capital Management is a boutique Research and Investment Advisory firm focusing on primary research in India. ASA provides bespoke research services to Institutional Clients with a focus on due diligence backed with primary research, Field Trips & Channel Checks.

Thematic (Sector/Industry)

We recently met a second-generation entrepreneur, operating in the paper industry for over two decades dealing with companies in India, UAE, China, Egypt, Turkey, Europe, South Korea &amp; African countries.  The discussion was aimed at understanding the key trends that have shaped the paper Industry in India and China for the last two years in order to answer the question: will the dream run in stock prices continue? Our discussions are focused on <a href="https://www.smartkarma.com/entities/12452" target="_blank" data-smartkarma-citation="entities:12452:1">Jk Paper Ltd (CPM IN)</a> , <a href="https://www.smartkarma.com/entities/8738" target="_blank" data-smartkarma-citation="entities:8738:1">West Coast Paper Mills (WCPM IN)</a> &amp; <a href="https://www.smartkarma.com/entities/3678" target="_blank" data-smartkarma-citation="entities:3678:1">International Paper Appm (IPAP IN)</a> along with possible implications for <a href="https://www.smartkarma.com/entities/528" target="_blank" data-smartkarma-citation="entities:528:1">Nine Dragons Paper (2689 HK)</a> covered by <a href="https://www.smartkarma.com/profiles/2021" target="_blank" data-smartkarma-citation="accounts:2021">David Lepper</a> &amp; <a href="https://www.smartkarma.com/profiles/1208" target="_blank" data-smartkarma-citation="accounts:1208">Nicolas Van Broekhoven</a>. 
We maintain a cautious to negative view on the sector, we shall review our stance on the Industry post Q3 earnings releases. We would like to endorse the long view on <a href="https://www.smartkarma.com/entities/528" target="_blank" data-smartkarma-citation="entities:528:1">Nine Dragons Paper (2689 HK)</a>

We recently met a second-generation entrepreneur, operating in the paper industry for over two decades dealing with companies in India, UAE, China, Egypt, Turkey, Europe, South Korea &amp; African countries.  The discussion was aimed at understanding the key trends that have shaped the paper Industry in India and China for the last two years in order to answer the question: will the dream run in stock prices continue? Our discussions are focused on Jk Paper Ltd (CPM IN) , West Coast Paper Mills (WCPM IN) &amp; International Paper Appm (IPAP IN) along with possible implications for Nine Dragons Paper (2689 HK) covered by David Lepper &amp; Nicolas Van Broekhoven. 
We maintain a cautious to negative view on the sector, we shall review our stance on the Industry post Q3 earnings releases. We would like to endorse the long view on Nine Dragons Paper (2689 HK)

India's Paper Industry Ready for a Hangover? | Insights from Meeting with Supplier & Trader

India

International Paper APPM Limited manufactures and deals in paper related products. The Company manufactures and distributes copier paper, color cards, cover papers, plain paper, and white and color poster paper.

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India's Paper Industry Ready for a Hangover? | Insights from Meeting with Supplier & Trader

We recently met a second-generation entrepreneur, operating in the paper industry for over two decades dealing with companies in India, UAE, China,...

Pranav Bhavsar