Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
0731.HK
STRONG SELLREMOVEC&D Newin Paper & Pulp Corporation Limited · Basic Materials · Hong Kong · $78M · Avg Vol: $138K/d
C&D Newin Paper & Pulp is a commodity paper manufacturer. This business model is highly capital-intensive, has low return on capital, and lacks pricing power, making it a clear reject under the Terry Smith lens. It has no exposure to our structural macro themes.
COMPANY DESCRIPTION
C&D Newin Paper & Pulp Corporation Limited is engaged in the manufacture, trading, and distribution of paper, pulp, and related packaging products. The company benefits from the powerful supply chain network and financial backing of its controlling shareholder, Xiamen C&D Corporation, a major Chinese state-owned enterprise. It operates as a key player in the regional paper industry, leveraging integrated logistics and procurement capabilities to serve diverse packaging markets.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 156.8M | 175.0M | 169.8M | 186.1M | 5.9% |
| EPS | 0.95 | -0.01 | 0.00 | -0.01 | -95.2% |
| Shares | 1.4B | 1.4B | 1.4B | 1.4B | 0.0% |
| Debt | 59.9M | 72.2M | 81.3M | 100.3M | 18.8% |
| Equity | 40.3M | 22.9M | 25.2M | 16.8M | -25.2% |
| Op CF | -75.7M | -6.2M | -5.0M | -12.2M | — |
| Inv CF | -27.6M | -2.3M | -1.7M | -3.2M | — |
| Fin CF | 70.5M | 10.3M | 8.3M | 11.2M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 0731.HK are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 0731.HK | C&D Newin Paper & Pulp Corporation Limited(you) | $78M | 19 | STRONG SELL |
| 1943.HK | King's Stone Holdings Group Limited | $88M | 13 | STRONG SELL |
| 2314.HK | Lee & Man Paper Manufacturing Limited | $1.7B | 76 | BUY |
| 0103.HK | Shougang Century Holdings Limited | $150M | 29 | SELL |
| 0621.HK | Taung Gold International Limited | $141M | 32 | SELL |
| 0661.HK | China Daye Non-Ferrous Metals Mining Limited | $237M | 24 | SELL |
| 8299.HK | GT Gold Holdings Limited | $317M | 24 | SELL |
| 3300.HK | China Glass Holdings Limited | $77M | 60 | HOLD |
| 900290.KQ | Great Rich Technologies Limited | $174M | 60 | HOLD |
| 0521.HK | CWT International Limited | $364M | 48 | HOLD |
Peer medians: ROE 7.7% · P/E 13.8x · Gross margin 16.2%