Svenska Cellulosa AB Series B,

Svenska Cellulosa is a holding company. Through its subsidiaries, Co. is a global consumer goods and paper company that develops, produces and markets personal care products, tissue, publication papers and solid-wood products. Co. consists of three business areas - Personal Care, Tissue and Forest Products. Personal Care activities comprise three product segments: incontinence products, baby diapers and feminine hygiene products. Co.'s Tissue product portfolio comprises toilet paper, kitchen rolls, facial tissues, handkerchiefs and napkins. Co.'s Forest Products offers publication papers, kraftliner (packaging papers), pulp, solid-wood products and renewable energy.
  • TickerSCA B
  • ISINSE0000112724
  • ExchangeNasdaq Nordic Stockholm
  • SectorForestry & Paper
  • CountrySweden
Benedicte Aass ...
  • Martin Melbye

Sector Fast Comment - June pulp data: shipments -4% y-o-y

Global shipments -4% y-o-y, to China -8% y-o-y Inventories up 3% m-o-m, 27% above hist. avg. Pulp prices are now up 2% YTD after a 2% drop in June

Aksel Øverland Engebakken ...
  • Anders Idborg
  • Erik Moberg
  • Martin Melbye
  • Olof Cederholm
  • Patrik Brattelius
  • Rickard Anderkrans

Talking Points - Adevinta (Buy): Creating an attractive global leader

Betsson (Hold) Post-result: Exceeding expectations NewCo likely to have 15-20% EBITDA growth in next 4 years TP up to NOK 175, EV/EBITDA 25x in 22e, 17% peer premium

Benedicte Aass ...
  • Martin Melbye
  • Øystein Elton Lodgaard

SCA - Time for a pause

Q2 EBITDA in-line – strong results from sawmills Lower kraftliner/paper prices and a stronger SEK in H2e SOTP of SEK 115/share + EBIT can grow by 50%

Benedicte Aass ...
  • Martin Melbye
  • Øystein Elton Lodgaard

SCA - EBITDA in-line

EBITDA was in-line with cons. A new forest write-up Most segments below cons, except Wood and Other Outlook: Still high uncertainty

Martin Melbye ...
  • Øystein Elton Lodgaard

Sector Report - Q2: A divided market

Svenska Cellulosa AB SCA: 2 directors bought

Two Directors at Svenska Cellulosa AB SCA bought 2,700 shares at between 108.350SEK and 115.550SEK. The significance rating of the trade was 50/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under ...

Benedicte Aass ...
  • Martin Melbye

Sector Fast Comment - June pulp data: shipments -4% y-o-y

Global shipments -4% y-o-y, to China -8% y-o-y Inventories up 3% m-o-m, 27% above hist. avg. Pulp prices are now up 2% YTD after a 2% drop in June

Aksel Øverland Engebakken ...
  • Anders Idborg
  • Erik Moberg
  • Martin Melbye
  • Olof Cederholm
  • Patrik Brattelius
  • Rickard Anderkrans

Talking Points - Adevinta (Buy): Creating an attractive global leader

Betsson (Hold) Post-result: Exceeding expectations NewCo likely to have 15-20% EBITDA growth in next 4 years TP up to NOK 175, EV/EBITDA 25x in 22e, 17% peer premium

Benedicte Aass ...
  • Martin Melbye
  • Øystein Elton Lodgaard

SCA - Time for a pause

Q2 EBITDA in-line – strong results from sawmills Lower kraftliner/paper prices and a stronger SEK in H2e SOTP of SEK 115/share + EBIT can grow by 50%

Benedicte Aass ...
  • Martin Melbye
  • Øystein Elton Lodgaard

SCA - EBITDA in-line

EBITDA was in-line with cons. A new forest write-up Most segments below cons, except Wood and Other Outlook: Still high uncertainty

Martin Melbye ...
  • Øystein Elton Lodgaard

Sector Report - Q2: A divided market

SCA AB reduced its risk exposure resulting in an upgrade to Slightly Positive

SCA AB (SE), a company active in the Personal Products & Services industry, reduced its market risk and raised its general evaluation. The independent financial analyst theScreener awarded an improved star rating to the company, which now shows 4 out of 4 possible stars; its market behaviour has improved and can be considered as defensive. theScreener believes that this new assessment merits an overall rating upgrade to Slightly Positive. As of the analysis date May 12, 2020, the closing price was SEK 104.10 and its potential was estimated at SEK 116.32.

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the week...

Expert Corporate Governance Service (ECGS)

SCA, March 20 2019

In general, Svenska Cellulosa ("SCA") is in compliance with the Swedish regulations relating to the organisation and procedures of the AGM. Under ITEM 11, the nomination committee proposes to increase the remuneration of the board of directors by approximately 4.0%. In ECGS' view, the current fees are already at the upper level of Swedish market practice for a company with the size and complexity of  SCA and it therefore does not approve of any increases without adequate justification.  Since the proposal is not adequately justified, ECGS recommends to vote OPPOSE. Under ITEMS 12.1-12.10, th...

SCA – Proxinvest Corporate Governance Rating ® : C

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

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