DHC [BUY +23.8%] - Earnings to take off on new capacity - Initiation
  • 20 Jan 2020
  • Company Research
We initiate on DHC with a BUY rating and a projected total stock return of 23.8%. DHC is a medium-sized packaging paper company with a market share of ~2% in 2018, per our estimate. DHC is well-positioned to capture paper consumption growth in Vietnam (12