The Paper & Pulp processing stocks are highly cyclical and their growth is correlated with GDP. There is a demand of more than 6 Million tonnes anually. The Indian industry supplies around 4.5 Million tonnes and the remaining being imported as per recent Forbes report. Capacity addition is going on across the sector. With Indian GDP growing above 9 %, Tamilnadu Papers & Newsprint Limited (TNPL), JK Paper, and Andhra Pradesh Paper Mills are best stocks in this GDP driven sector.
Monday, 10 September 2007
Paper & Pulp Processing Stocks
The Paper & Pulp processing stocks are highly cyclical and their growth is correlated with GDP. There is a demand of more than 6 Million tonnes anually. The Indian industry supplies around 4.5 Million tonnes and the remaining being imported as per recent Forbes report. Capacity addition is going on across the sector. With Indian GDP growing above 9 %, Tamilnadu Papers & Newsprint Limited (TNPL), JK Paper, and Andhra Pradesh Paper Mills are best stocks in this GDP driven sector.
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8 comments:
Really a demand driving growth sector. Thanks for your posting on this unnnoticed sector.
A good sector with almost negligible correlation to the market ups & downs.
Excellant view. Growth oriented sector.
What about your view on BILT?. It has recently made an acquisition in Malaysia?
One of the oldest econonomy industry not swallowed in market roller coasters. Good analysis.
By publishing the analysis report by blog, you are indirectly supressing the market potential of the Paper Industry. So hereafter write paper reports.
Excellant analysis. All the best.
Excellant report. This is the first sector that any analyst would come across at the start of their career.
All your recommendations are good without any market buzz.Hope you post some other recommendations in coming weeks.
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