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) - 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...
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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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Global Equity Strategy: Sector by Sector Overview
Today’s report is international in title, global in coverage. Inside, after reviewing trends in EM, Europe, and Japan--EM looks great, by the way,...
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