After four months of continuous growth, the paper sector has received “cyclical” new capital?

Is it the paper sector's turn to “wealth” brought about by the rotation of this industry?

Zhitong FinanceMay 7 21:49 ET

Investors Will Want Shandong Bohui Paper IndustryLtd's (SHSE:600966) Growth In ROCE To Persist

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst other things, we'll want to see two things; firstly, a growing return on capital em

Simply Wall StApr 30 21:40 ET

Bohui Paper (600966.SH) announced its 2023 annual results, net profit of 182 million yuan, a year-on-year decrease of 20.27%

Bohui Paper (600966.SH) released its 2023 annual performance report. The company achieved operating income of 1 during the reporting period...

Zhitong FinanceApr 29 10:10 ET

Orient Securities: Demand from Europe and the US is picking up, supply shocks are frequent, and pulp is expected to continue to strengthen in the second quarter

The Zhitong Finance App learned that Orient Securities released a research report stating that starting at the end of 2023, the European and American paper industry chains are coming to an end, and demand for pulp is gradually picking up. Global pulp supply disturbances have been frequent since March. The mismatch between global pulp supply and demand is expected to be prominent in the second quarter. Combined with pulp inventories throughout the industry chain, the pulp inventory in the entire industry chain is at a medium to low level, and pulp prices are expected to maintain a strong trend in the second quarter. In terms of bulk paper, we are currently in the traditional peak season for cultural paper. If pulp prices continue to be strong, cultural paper prices are expected to achieve cost transmission, and cultural paper industry leaders, which account for a relatively high proportion of self-supply pulp, are expected to benefit from this round of rising paper prices and achieve profitable expansion. Inci

Zhitong FinanceApr 17 23:40 ET

Bohui Paper (600966.SH): Ningbo Guanbox, a shareholder holding more than 5% of the shares, plans to continue to separate

On April 8, Ge Longhui Paper (600966.SH) announced that it received a notice from Ningbo Asia Paper Tube & Carton Co., Ltd. (“Ningbo Tube Box”), a shareholder holding more than 5% of the company's shares, that according to strategic development needs, Ningbo Tube Box (surviving company) and Ningbo Jinjiayuan Paper Co., Ltd. (newly established company, “Jinjiayuan Paper” for short). After the completion of the split, there was no change in the number of shares held by Jinguang Paper and its co-actors. In total, they held 652,871,937 shares, accounting for 48.84% of the company's total share capital. The controlling shareholder of the company is still

Gelonghui FinanceApr 8 05:11 ET

Shandong Bohui Paper IndustryLtd (SHSE:600966) Has Debt But No Earnings; Should You Worry?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility of prices, but whether you will suffer a permanent loss of capital.' It's only n

Simply Wall StMar 28 02:42 ET