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?
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
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...
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
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
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
Zheshang Securities: Finland's strike stops production, catalyzes the strengthening of pulp prices, and it is expected that the price of pulp and paper will continue to rise
The strike in Finland affected fermentation, temporarily halted production at some pulp mills, or supported the strengthening of pulping price fluctuations in the short term.
Changjiang Securities: Q1 of the paper industry chain is expected to be still in the inventory phase and gradually enter Xiaoyangchun after the Cultural Paper Festival
The Zhitong Finance App learned that Changjiang Securities released a research report saying that 2024Q1 is still expected to be the stage where the paper industry chain digests inventory, and the price increase for cultural paper is expected to be superior to wrapping paper after the Spring Festival. Cultural paper gradually enters Xiaoyangchun (tender season for fall textbooks) after the Spring Festival. Improved demand is expected to drive price increases. The first half of the year for wrapping paper is a traditional low season, and demand is generally driving price increases. It is worth noting that prices for broadleaf pulp from overseas pulp mills have risen recently. On the one hand, demand for wood pulp in the European and American markets has increased since the beginning of the year. On the other hand, currently Chinese paper companies' wood pulp stocks are generally low, and demand for cultural paper is expected to increase in the future.
Bohui Paper (600966.SH) appointed Liu Jichun as general manager and general manager of the Jiangsu base
Bohui Paper (600966.SH) issued an announcement. The company's board of directors received the company's general manager on February 18, 2024...
Bohui Paper to Purchase Water Treatment Equipment For 39 Million Yuan
Shandong Bohui Paper Industry (SHA:600966) plans to purchase 38 water treatment equipment sets for 39.4 million yuan from Shandong Haili Chemical, a company controlled by Bohui's actual controller. Th
Bohui Paper (600966.SH): Plans to launch a futures hedging plan not exceeding 150 million yuan in 2024
Glonghui Paper (600966.SH) announced on December 12|Bohui Paper () announced that the company and its subsidiaries carry out futures hedging business. The maximum deposit amount occupied by the company does not exceed RMB 150 million (excluding the security deposit size occupied by standard warehouse receipt delivery). Within the validity period of the above amounts and decisions, it can be used on a circular basis. The source of capital is the company's own capital.
Bohui Paper (600966.SH): Plans to purchase water treatment equipment assets from Shandong Haili for 39.3642 million yuan
On December 12, Gelonghui Paper (600966.SH) announced that the company plans to purchase water treatment equipment assets from Shandong Haili, for a total of 38 items, with an assessment amount of RMB 39.3642 million (excluding VAT). This transaction can solve the problem of the company's insufficient sewage treatment facilities, reduce the company's sewage treatment pressure, reduce chemical investment, reduce production costs, improve the company's environmental protection level, and help the company develop green and high-quality.
Bohui Paper (600966.SH): Subsidiary Jiangsu Bohui plans to lease some office buildings and employee dormitories
Gelonghui Paper (600966.SH) announced on December 12|Bohui Paper () announced that Jiangsu Bohui Paper Co., Ltd., a subsidiary of the company, leases some office buildings and employee dormitories to Jiangsu Fengyuan Thermal Power Co., Ltd., Jiangsu Haili Chemical Co., Ltd., Jiangsu Haixing Chemical Co., Ltd., and Jiangsu Haihua Environmental Engineering Co., Ltd., respectively. Some of the office buildings and dormitories in Jiangsu Bohui, which are the subject of the lease, totaling 92,839.98 square meters, are located on the north side of the Seawall Complex Bridge at Jiangsu Dafeng Port Phase II Wharf and the east side of Shanghai Port Road and the south side of Haiyan Road in the Jiangsu Dafeng Port Economic Zone, respectively. 1. Fengyuan Thermal Power leases some office buildings and dormitories in Bohui, Jiangsu
Huasheng Securities: Recommended to “buy” Sunshine Paper, stock prices have room to grow by nearly 60%
According to a research report released by Huasheng Securities, Sunshine Paper's owner business has outstanding advantages, and the main business restoration+specialty paper business market opening is highly certain. At the same time, in the future, with the support of new shareholders C&D Pulp, they are expected to use synergies to reduce costs and increase efficiency, covering the first time, giving it a “buy” rating. Referring to comparable companies' 2024 expectations of the PE and Hong Kong A-share market differences, a conservative estimate of 7 times PE. Based on the 2024 EPS 0.54 yuan/share calculation, the corresponding stock price is HK$4.12 per share, which has room for growth of about 59% compared to the current stock price. The bank predicts net profit share for 2023-2025
[BT Financial Report Instantaneous Analysis] Bohui Paper's 2023 Quarterly Report: Facing Challenges and Responding Actively, How is the Business Situation?
This financial report was announced at 18:49:43 2023-10-27, 18:49:43 Bohui Paper (stock code: 600966) is an enterprise operating in the Chinese paper industry. The industry is a technology, capital and resource-intensive industry, which is closely related to the national economy and people's lives. However, due to the tortuous recovery of consumer demand and the intensification of industrial competition, the industry is facing some difficulties and challenges. In terms of assets and liabilities, Bohui Paper's total assets at the end of the third quarter of 2023 were RMB 21,253 billion, down from RMB 22,779 billion at the end of the previous year. Total liabilities were $14.87 billion
Is Shandong Bohui Paper IndustryLtd (SHSE:600966) Using Debt Sensibly?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says 'The biggest investment risk is not the volatility of prices, but whether you will
Bohui Paper (600966.SH) released its first half results, with a net loss of 346 million yuan, from profit to loss
Bohui Paper (600966.SH) released the 2023 semi-annual report, with the company's revenue of 8.657 billion yuan...
While Shareholders of Shandong Bohui Paper IndustryLtd (SHSE:600966) Are in the Black Over 5 Years, Those Who Bought a Week Ago Aren't so Fortunate
Generally speaking the aim of active stock picking is to find companies that provide returns that are superior to the market average. Buying under-rated businesses is one path to excess returns. To
Private Companies Among Shandong Bohui Paper Industry Co.,Ltd.'s (SHSE:600966) Largest Shareholders, Saw Gain in Holdings Value After Stock Jumped 4.8% Last Week
Key Insights Shandong Bohui Paper IndustryLtd's significant private companies ownership suggests that the key decisions are influenced by shareholders from the larger public The largest shareholder
Bohui Paper (600966.SH) is forecasting a loss. It expects a net loss of 274 million yuan to 376 million yuan in the first half of the year, changing from profit to loss over the previous year
According to the Zhitong Finance App News, Bohui Paper (600966.SH) issued an advance loss announcement for the 2023 semi-annual results. It is expected to achieve a net loss of 274 million yuan to 376 million yuan attributable to shareholders of listed companies in the 2023 half year, from profit to loss; it is expected that net loss of non-recurring profit and loss attributable to shareholders of listed companies will be achieved in the half year of 2023 to 391 million yuan to 492 million yuan, from profit to loss. The main reason for the preliminary loss of the current period's performance: In the first half of 2023, the cost of importing pulp and wood chips as the company's main raw materials decreased compared to the same period last year, but it was affected by the overall consumer market environment
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