The Paper Cycle - Boring Sector, Explosive ReturnsPaper sector is one of the predictable cycles in global markets. Nearly two decades of data, one repeating pattern — and right now, we are at a trough.
WHAT DRIVES THE CYCLE
INPUTS: Wood pulp ($400-$1,200/t) · OCC fiber · Energy · Wood supply
OUTPUTS: Packaging board · Writing & printing · E-comm corrugated
DEMAND LEVERS: China construction · FMCG · E-commerce · European print
Phase-by-Phase Analysis
2007 BOOM China Infrastructure Boom
Massive Chinese fixed-asset investment drives
Xiaomi 1810 HK🌎Xiaomi reports revenue of RMB 111.3 billion in Q1 2025, up 47% YoY
Adjusted net profit up 64% YoY to RMB 10.7 billion
Operating profit margin and net margin improved to 11.8% and 9.6%, respectively
Xiaomi became the leader in China's smartphone market in Q1 2025 with an 18.8% share (up 4.7 p.p. YoY) for the first time in 10 years
Global market share was 14.1%, keeping the company in 3rd place globally
IoT and lifestyle revenue up 59% YoY
EV business posted revenue of RMB 18.6 billion in Q
AKESO Bio pharmaAkeos bio pharma is a key challenger to global western innovator pharma companies and its recent commercialized drug IVONESCIMAB is a key challenger to merk flag ship patent drug Keytruda with 29 billion Doller in revenue and this IVONESCIMAB drug is already under commercialization in China and in US FDA approval is going on so we can able to see a good revenue from this company in coming days there for smart money is pulling up this company share price so you can also add in your portfolio is l
Citic Limited : Triangle Pattern Breakout & Target is 16.88 HKDIn Citic Limited, a Triangle Pattern has formed, and a Breakout above the pattern, indicating a potential Bullish Trend. The Target is 16.88 HKD, with a Potential Profit of +84%. This is a long-term Analysis, and trend continuation techniques should be followed.
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Great to see Xiaomi retracement stop soon
Up trend intact! Following the EV theme wake up with big brother Tesla, the industry of EV will tap the momentum of hot theme. Today candle see stop volume with green candle. A good sign for new start in July
Mid term target see 1.618 of 22.00 and and 2.618 of 26.50 based on Fibonacci calculation
Key Support Reached for TencentWith the shanghai composite on the key 2400 support with the recent one day 4% intra day up move, the worst for the Chinese equity seems to be behind us. With soft GDP numbers coming in and the trump tarrifs full effect to take place from now on we are to see where this market will go further. Yuan reaching the psychological level of 7 will be defended by the govt. which is sitting on huge FX reserves with recent selling of some of its US paper.
Tencent has had a steep correction in line with t












