Citigroup has released a research report concerning ND PAPER (02689). The report notes that the company has successfully received acceptance for its buyback offer for approximately 99.9% of its priority perpetual capital securities. This move is anticipated to yield annual net interest savings of approximately RMB 345 million for the company. This saving equates to about 10% of the forecasted profit for fiscal year 2027 and 8.7% for fiscal year 2028.
The analysts suggest that ND PAPER may issue a positive profit alert in August regarding its fiscal 2026 results, which could act as a short-term catalyst for the share price.
However, Citigroup expresses ongoing concerns. The bank is worried that increased new supply entering the market in the second half of 2026, coupled with persistently weak domestic consumption, could lead to a deterioration in pulp profitability. Due to these factors, Citigroup maintains its "Neutral" rating on the stock and reiterates a target price of HK$8.80.
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