Notes from the Silk Road: Nine Dragons Paper Holdings (2689.HK) - Potential Volatility Risk
On the eve of the Chinese New Year holiday Nine Dragon Paper (NDP) released a profit warning regarding their H1 FY19 fiscal earnings. This warning...
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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...
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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...
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Notes from the Silk Road: Nine Dragons Paper Holdings (2689.HK)
Consumer and government forces are helpingNine Dragons Paper Holdings (2689 HK) (NDP) is doing what it does best - making liner board at...
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Upgrading U.S. Energy & Materials Sectors to Overweight
Both Energy and Materials have hurriedly advanced within our relative strength rankings over the past several weeks--now ranking #2 and #4,...
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