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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Market Is Wrong on US Tariffs for Chinese Steel
The market is expecting US tariffs on Chinese steel exports wrongly believing Chinese are major steel exporters to the US.Steel exports to US...
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