This video gives a detailed overview about the paper industry. How to analyze a paper industry stock. Key metrics to look at. How to identify cycles in a paper industry. I have also give a previous cycles and explained how it played out. The China factor in the overall cycle. It also talks about the value chain and the key stakeholders involved in the process, the types of paper and the key players in the paper industry with their market share.
Paper Industry Analysis:
1. INDUSTRY HIGHLIGHTS
2. VALUE CHAIN
3. FUNDAMENTALS
4. TRIGGERS TO WATCH
5. PREVIOUS CYCLE
6. VALUATION
7. INVESTING STRATEGY
Key Players
- ITC
- JK Paper
- Century Textiles
- Tamil Nadu Paper
- West Coast Paper
- Genus Paper
- Astron Paper
- South India Paper
- N R Agarwal
- Star Paper
- Orient Paper
etc.
PPT: docs.google.com/presentation/...
Data from the following reports:
drive.google.com/file/d/14hKT...
26 дек 2020