Report
Luis de Toledo Heras

Navigator : Stronger end to the year on resilient pricing and cost efficiency

>Results expected to beat previous estimates - Navigator is due to release FY 2023 results on 20 February. Despite the message of caution surrounding the Q4 2023 and 2024 outlook delivered by the management at the time of 9M result’s conference call, business conditions have been significantly better than anticipated including: i) a sharp recovery in pulp prices (+20% in EUR terms) with the segment accounting for an increasing share of the group’s sales (13% of 9M 202...
Underlying
Navigator Company SA

Navigator and its subsidiaries are engaged in the production and sale of cellulose pulp and related products, the purchase of wood and agricultural and forest production, the harvesting of forests and the transport of wood from the forests to the plants, and the production and sale of electricity and thermal energy. Co. is also involved in the production of paper and derivative paper products.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Luis de Toledo Heras

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