Everbright Securities: European demand kicks off wood pulp to start a new upward cycle
As of March 2024, European port wood pulp stocks have been below the historical average of 1.295,000 tons for 6 consecutive months, and Europe has room to replenish stocks.
Xianhe Co., Ltd. (603733.SH): The actual controller, Wang Minwen, plans to increase the company's shares by 30 million yuan to 50 million yuan
On May 8, Ge Longhui Co., Ltd. (603733.SH) announced that based on his confidence in the company's future development and recognition of the company's long-term investment value, Mr. Wang Minwen, plans to use his own capital to increase the company's A-share shares through methods permitted by the Shanghai Stock Exchange within 6 months from May 9, 2024. The cumulative amount of shares to be increased is not less than RMB 30 million and no more than RMB 50 million.
Wang Minwen, one of the actual controllers of Xianhe Co., Ltd. (603733.SH), plans to spend 30 million yuan to 50 million yuan to increase his shareholding
Xianhe Co., Ltd. (603733.SH) announced that Wang Minwen, one of the actual controllers of the company, plans to use its own funds, since...
XianheLtd's (SHSE:603733) Earnings Are Weaker Than They Seem
Xianhe Co.,Ltd. (SHSE:603733) announced strong profits, but the stock was stagnant. Our analysis suggests that this might be because shareholders have noticed some concerning underlying factors. S
XianheLtd's (SHSE:603733) Earnings Have Declined Over Three Years, Contributing to Shareholders 32% Loss
While it may not be enough for some shareholders, we think it is good to see the Xianhe Co.,Ltd. (SHSE:603733) share price up 24% in a single quarter. But that doesn't help the fact that the three
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
Xianhe Co., Ltd. (603733.SH): Does not supply thermal paper or scratch card paper for Fucai and Sports Lottery
Gelonghui, April 15 | Xianhe Co., Ltd. (603733.SH) said on the interactive platform that thermal paper belongs to the company's daily consumption series of products. It has different models and uses. It is widely used in bank, supermarket, hotel, restaurant and other bill and express label businesses, and some thermal paper is also used for lottery ticket printing in overseas markets. Currently, the company does not supply thermal paper or scratch card paper for Fucai and Sports Lottery. In the future, the company will continue to enhance the stickiness of cooperation with customers and broaden the depth of business cooperation to enhance its competitive advantage. For the company's performance, please pay attention to the relevant information disclosed by the company on the Shanghai Stock Exchange website
Is It Too Late To Consider Buying Xianhe Co.,Ltd. (SHSE:603733)?
While Xianhe Co.,Ltd. (SHSE:603733) might not have the largest market cap around , it led the SHSE gainers with a relatively large price hike in the past couple of weeks. The recent rally in sha
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.
Xianhe Co.,Ltd.'s (SHSE:603733) Stock Is Going Strong: Is the Market Following Fundamentals?
XianheLtd's (SHSE:603733) stock is up by a considerable 16% over the past month. Given that the market rewards strong financials in the long-term, we wonder if that is the case in this instance.
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.
Returns On Capital Signal Tricky Times Ahead For XianheLtd (SHSE:603733)
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to see two things; firstly, a growing return on capital employed (ROCE) and secondl
Take Care Before Diving Into The Deep End On Xianhe Co.,Ltd. (SHSE:603733)
Xianhe Co.,Ltd.'s (SHSE:603733) price-to-earnings (or "P/E") ratio of 17.8x might make it look like a buy right now compared to the market in China, where around half of the companies have P/E ratios
Xianhe Co., Ltd. (603733.SH): The first paper-based production line was put into trial production in January 2024
Gelonghui, January 9丨Xianhe Co., Ltd. (603733.SH) said on the interactive platform that the first phase of the Hubei base project is currently progressing normally. The first paper-based production line was put into trial production in January 2024, and the production line for the first phase of the project is expected to be gradually put into operation in 2024. The construction time and funding plan for the second phase of the Hubei base project will depend on the company's actual business situation, capital situation, and actual industry and market conditions.
Is XianheLtd (SHSE:603733) Using Too Much Debt?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of permanent loss is the risk I worry about... and every practical investor I know wor
Xianhe Co., Ltd. (603733.SH): Supervisor Pu Mao recently unfortunately passed away due to illness
Gelonghui, December 29丨Xianhe Co., Ltd. (603733.SH) announced that the company learned that Mr. Pu Mao, supervisor of the 3rd board of supervisors of the company, recently unfortunately passed away due to illness.
Xianhe Co.,Ltd.'s (SHSE:603733) Fundamentals Look Pretty Strong: Could The Market Be Wrong About The Stock?
It is hard to get excited after looking at XianheLtd's (SHSE:603733) recent performance, when its stock has declined 12% over the past three months. But if you pay close attention, you might gather
Should You Investigate Xianhe Co.,Ltd. (SHSE:603733) At CN¥18.16?
Xianhe Co.,Ltd. (SHSE:603733), is not the largest company out there, but it received a lot of attention from a substantial price movement on the SHSE over the last few months, increasing to CN¥20
Xianhe Co., Ltd. (603733.SH): Sales volume of paper used in the tobacco industry was relatively weak in the first and second quarters of this year, and increased rapidly in the third quarter
Gelonghui November 1 | Xianhe Co., Ltd. (603733.SH) said during an investigation by the reception agency that the paper used in the company's tobacco industry closely revolves around China's tobacco market. Since the overall planning of the domestic tobacco market is relatively strong, the overall market is relatively stable. Due to weak overall consumption in recent years, the sales volume of paper used in the tobacco industry was relatively weak in the first and second quarters of this year. It increased rapidly in the third quarter, and will increase by the fourth quarter of this year. The company's share of paper-based materials for tobacco has always been relatively stable. In the future, with the expansion of the company's product line and research and development of cigarette pack cards, I believe the company's sales in the tobacco industry
Xianhe Co., Ltd. (603733.SH): The price trend of low-weight specialty paper should continue to rise in the fourth quarter
Gelonghui November 1 | Xianhe Co., Ltd. (603733.SH) said during a survey by the reception agency that the price trend of low-weight specialty paper should continue to rise in the fourth quarter. The main reasons are: 1) The sales price increases for some products in the third quarter have not yet been implemented and are not reflected on the reporting side. Market demand remained stable in July and August, and the overall market recovery in September was good, so we expect market demand to continue to recover in the fourth quarter. Since the market is in short supply to a certain extent, there is a basis for product prices to rise in the fourth quarter. 2) The price of raw materials has risen. Pulp prices have been rising since May this year
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