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...
581 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,...
604 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...
780 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...
347 Views
Notes from the Silk Road: Nine Dragons Paper Holdings (2689.HK) - Strategic M&A
Strategic M&A doesn’t dampen the outlook■ Nine Dragons Paper Holdings (2689 HK) (NDP) has announced the acquisition of two mills from Catalyst...
160 Views