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Caixin Global

Articles from Caixin Global

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Thematic (Sector/Industry)

<ul>
<li>China’s papermaking companies have been raising prices since last month due to solid overseas demand and rising raw material costs amid supply chain disruptions</li>
<li>Rising paper prices in the world’s largest producer and consumer of the commodity has sparked concerns of consumer inflation if higher costs get passed down to consumers</li>
<li>The concern has grown more acute with the war between Russia and Ukraine, which analysts worry will continue to add pressure to global supply chains.</li>
</ul>


China’s papermaking companies have been raising prices since last month due to solid overseas demand and rising raw material costs amid supply chain disruptions
Rising paper prices in the world’s largest producer and consumer of the commodity has sparked concerns of consumer inflation if higher costs get passed down to consumers
The concern has grown more acute with the war between Russia and Ukraine, which analysts worry will continue to add pressure to global supply chains.


China’s Papermaker Price Hikes Add to Inflation Worries

External broker reports(aggregated public sources), CMB International

CMB International

External broker reports(aggregated public sources)

Incorporated in Hong Kong, supported by the mainland and targeting in global market, CMB International Capital Corporation Limited (“CMBI”) is an integrated financial institution providing comprehensive and professional services. As a wholly-owned subsidiary of China Merchants Bank ("CMB"), by leveraging on the Group’s synergy and coordination in domestic and overseas markets, as well as CMB’s strong resources and outstanding social reputation, CMBI and its subsidiaries have been actively implementing diversified business strategies and set up an overall layout of main business segments including Corporate Finance, Asset Management, Wealth Management, Global Markets and Structured Finance, etc. Adhering to the philosophy of “being clients oriented and increasing our own values by the way of creating value for clients”, CMBI endeavors to provide quality and integrated financial services to institutional, corporate and individual customers both domestic and overseas including Hong Kong IPO sponsorship and underwriting, share placement and rights issue for listed companies, financial advisors, bonds issuance services, asset management, direct investment, wealth management, equity sales and trading, etc.

Credit

<ul>
<li>HK corps have performed well since Nov’22, in line with the sharp rebound of the market.</li>
<li>Like peers in other space, the conviction of HK corps is lower at current valuation.</li>
<li>Nonetheless, we still see value in selected HK perps of which coupon will be reset and/or step-up upon the first call dates and issuers can access various funding channels. </li>
</ul>
<p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>


HK corps have performed well since Nov’22, in line with the sharp rebound of the market.
Like peers in other space, the conviction of HK corps is lower at current valuation.
Nonetheless, we still see value in selected HK perps of which coupon will be reset and/or step-up upon the first call dates and issuers can access various funding channels. 

Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Hong Kong

Lee & Man Paper Manufacturing is a major paper and pulp producer specializing in containerboard, tissue paper, and corrugating medium for various industrial and consumer applications. The company operates a vertically integrated model, producing a wide array of paper products from raw materials to finished goods. Headquartered in Hong Kong, the company was established in 1994.

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Lee & Man Paper Manufacturing (2314 HK)

China’s Papermaker Price Hikes Add to Inflation Worries

China’s papermaking companies have been raising prices since last month due to solid overseas demand and rising raw material costs amid supply...

Caixin Global

HK corps: Prefer perps for yield pick-up

HK corps have performed well since Nov’22, in line with the sharp rebound of the market. Like peers in other space, the conviction of HK corps is...

CMB International

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