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Forum Transcript

Leading Chinese Paper Packaging Companies’ Competitive Dynamics with Raw Material Shortage – 13 March 2020

  • Public Equity
  • Materials
  • Asia Except China
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Specialist

Former divisional head at Nine Dragons Paper Industry (Chongqing) Co Ltd

Agenda

  • Raw material supply shortage in the paper packaging industry – impacts on supply and demand, price dynamics and downstream industry
  • Domestic waste paper supply prediction, price trends of raw materials and paper packaging, and companies’ profit improvement potential after the novel coronavirus impact is mitigated
  • Comparison of Nine Dragons (HKG: 2689) and Shanying (SHA: 600567) – raw material acquisition abilities and cost advantages
  • Paper-making cost breakdown, implicit costs and cost management

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