Smartkarma Originals
Dali Foods (3799:HK): Short to HK$4.18 on Expected Cost Increases (Full Note)
Chinese snack food and beverage maker Dali Foods Group (3799 HK) is well-loved by sell-side analysts, with 18 of 20 analysts rating the stock...
1.6k Views
Smartkarma Originals
Dali Foods (3799:HK): Short on Expected Cost Increases (Summary Note)
Chinese snack food and non-alcoholic beverage maker Dali Foods Group (3799 HK) is well-loved by sell-side analysts. Fully 18 of twenty analysts...
590 Views
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,...
612 Views
Notes from the Silk Road: Nine Dragons Paper Holdings (2689.HK) - Packaged for Growth and Value
We have decided to reiterate our positive bias call on Nine Dragons Paper (NDP), following several key industry and company updates. From a...
792 Views
Notes from the Silk Road: Nine Dragons Paper Holdings (2689.HK) - Profit Upgrade Confirms Outlook
Announcement by Nine Dragons Paper (2689 HK) (NDP) confirms a YoY increase of not less than 60% of NPAT: confirming our expectation as well as...
353 Views