reports
- Miika Ihamaki
Huhtamaki (Buy, TP: EUR47.00) - Good risk/reward
Huhtamaki is one of our top picks going into 2025 due to our expectations of growing volume momentum and self-help efficiencies, fuelling 8% YOY clean EBIT expansion (c3% above post-Q3 consensus on c2% higher sales estimate) at an undemanding NTM EV/EBIT of c11.5x, c20% below its historical average and c10% below the sector average. For Q4e, we expect a continued drag from Foodservice EAO, but are c3% above consensus on clean EBIT, mostly due to North America. We reiterate our BUY and EUR47 targ...
- ABGSC Pulp & Paper Research
- Ali Shemmari
- Martin Melbye
- ABGSC Pulp & Paper Research
- Ali Shemmari
- Martin Melbye
Inside information: Huhtamaki appoints Ralf K. Wunderlich as President...
Inside information: Huhtamaki appoints Ralf K. Wunderlich as President and CEO HUHTAMÄKI OYJ STOCK EXCHANGE RELEASE 8.1.2025 AT 10:35 EET Inside information: Huhtamaki appoints Ralf K. Wunderlich as President and CEO Huhtamaki appoints Ralf K. Wunderlich (58) as President and CEO effective on January 15, 2025 when the Company’s current President and CEO Charles Héaulmé steps down. Charles will be available as needed to secure smooth transition until July 2025. "I warmly thank Charles for the excellent work during his nearly six years’ term at Huhtamaki. Under Charles’s leadership the Com...
- ABGSC Pulp & Paper Research
- Ali Shemmari
- Martin Melbye
- ABGSC Pulp & Paper Research
- Ali Shemmari
- Martin Melbye
Huhtamaki appoints Axel Glade as President, Flexible Packaging
Huhtamaki appoints Axel Glade as President, Flexible Packaging HUHTAMÄKI OYJ STOCK EXCHANGE RELEASE 12.12.2024 AT 12:00 EET Axel Glade, (55), has been appointed President, Flexible Packaging and member of the Global Executive Team at Huhtamaki. He will join the company no later than January 1, 2026. He will report to President and CEO Charles Héaulmé and will be based in Espoo, Finland. Axel joins Huhtamaki from Constantia Flexibles, a Flexible Packaging company headquartered in Vienna, Austria, where he has served as Executive Vice President of the Film Division and member of Executive...
Huhtamäki nimittää Axel Gladen Flexible Packaging -liiketoimintasegmen...
Huhtamäki nimittää Axel Gladen Flexible Packaging -liiketoimintasegmentin johtajaksi HUHTAMÄKI OYJ PÖRSSITIEDOTE 12.12.2024 KLO 12.00 Axel Glade, (55), on nimitetty Huhtamäen Flexible Packaging -liiketoimintasegmentin johtajaksi ja konsernin johtoryhmän jäseneksi. Hän aloittaa tehtävässään viimeistään 1.1.2026. Hän raportoi toimitusjohtaja Charles Héaulmélle toimipaikkanaan Espoo. Axel siirtyy Huhtamäelle Constantia Flexibles -joustopakkausyhtiöstä, jonka pääkonttori on Wienissä, Itävällassa. Siellä hän toimi Film-divisioonan johtajana ja johtoryhmän jäsenenä. Hän on toiminut Constant...
Huhtamäen hallituksen investointivaliokunta
Huhtamäen hallituksen investointivaliokunta HUHTAMÄKI OYJ PÖRSSITIEDOTE 11.12.2024 KLO 17.15 Huhtamäen hallituksen investointivaliokuntaHuhtamäki Oyj:n hallitus on päättänyt perustaa uuden hallituksen valiokunnan, investointivaliokunnan, jonka toimikausi alkaa 1.1.2025. Investointivaliokunta avustaa hallitusta ohjaamalla, valvomalla, käsittelemällä ja arvioimalla strategisia investointeja. Investointivaliokuntaan kuuluvat 1.1.2025 lähtien Robert K. Beckler (puheenjohtaja), Pekka Vauramo ja Ralf K. Wunderlich, ja jäsenten toimikausi jatkuu valintaa seuraavan varsinaisen yhtiökokouksen pää...
- ABGSC Pulp & Paper Research
- Ali Shemmari
- Martin Melbye
- ABGSC Pulp & Paper Research
- Ali Shemmari
- Martin Melbye
SCA B SVENSKA CELLULOSA AKTIEBOLAGET CLASS B
STERV STORA ENSO OYJ CLASS R
HUH1V HUHTAMAKI OYJ
RROS ROTTNEROS AB
METSB METSA BOARD OYJ CLASS B
BILL BILLERUDKORSNAS AB
ATC ARCTIC PAPER SA
BRG BORREGAARD
HOLM B HOLMEN AB CLASS B
NPAPER NORDIC PAPER HOLDING
ELO ELOPAK ASA
NSKOG NORSKE SKOG ASA
- ABGSC Pulp & Paper Research
- Ali Shemmari
- Martin Melbye
- ABGSC Pulp & Paper Research
- Ali Shemmari
- Martin Melbye
Huhtamäki Oyj’s Interim Report January 1-September 30, 2024: Solid pro...
Huhtamäki Oyj’s Interim Report January 1-September 30, 2024: Solid profitability in a gradually improved market HUHTAMÄKI OYJ STOCK EXCHANGE RELEASE 24.10.2024 AT 8:30 AM Huhtamäki Oyj’s Interim Report January 1-September 30, 2024: Solid profitability in a gradually improved market Q3 2024 in brief Net sales decreased 1% to EUR 1,026 million (EUR 1,037 million)Comparable net sales growth at Group level was -0%Reported EBIT was EUR 95 million (EUR 93 million); adjusted EBIT was EUR 102 million (EUR 100 million)Reported EPS was EUR 0.57 (EUR 0.42); adjusted EPS was EUR 0....
- MarketLine Department
Chemosvit as - Company Profile and SWOT Analysis
Summary Chemosvit as - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Chemosvit as (Chemosvit), is a diversified packaging company. It manufactures, refines, and retails flexible films for the packaging and electrical industry. The company's product portfolio includes flexib...
Huhtamaki appoints Wilhelm Wolff as Executive Vice President, Strategy...
Huhtamaki appoints Wilhelm Wolff as Executive Vice President, Strategy and Business Development HUHTAMÄKI OYJ STOCK EXHANGE RELEASE 3.10.2024 AT 12:00 EEST Wilhelm Wolff (46), MSc (Social Sciences), has been appointed as Executive Vice President, Strategy and Business Development and a member of Global Executive Team at Huhtamaki as of January 13, 2025. He will report to President and CEO Charles Héaulmé and will be based in Espoo, Finland. Wilhelm joins Huhtamaki from Neste where he served as the Vice President, Feedstock & Asset Development. Neste is a leading producer of sustainable ...
Huhtamäki nimittää Wilhelm Wolffin strategiasta ja liiketoiminnan kehi...
Huhtamäki nimittää Wilhelm Wolffin strategiasta ja liiketoiminnan kehittämisestä vastaavaksi johtajaksi HUHTAMÄKI OYJ PÖRSSITIEDOTE 3.10.2024 KLO 12.00 Wilhelm Wolff (46), VTM, on nimitetty Huhtamäen strategiasta ja liiketoiminnan kehityksestä vastaavaksi johtajaksi sekä konsernin johtoryhmän jäseneksi. Hän aloittaa tehtävässään 13.1.2025. Hän raportoi toimitusjohtaja Charles Héaulmélle toimipaikkanaan Espoo. Wilhelm siirtyy Huhtamäelle Nesteeltä, jossa hän on toiminut Vice President, Feedstock & Asset Development -roolissa. Neste on maailman johtava uusiutuvan lentopolttoaineen, u...
- ABGSC Pulp & Paper Research
- Ali Shemmari
- Martin Melbye
- ABGSC Pulp & Paper Research
- Ali Shemmari
- Martin Melbye
- Miika Ihamaki
Huhtamaki (Buy, TP: EUR47.00) - Steady execution in Q3e
We believe Huhtamaki needs more growth to ignite its operating leverage, cost efficiencies, and smoother Blueloop roll-out, to continue achieving solid EBIT and ROIC expansion. For Q3e, we do not see much that would meaningfully support this trend, but find several strong arguments to maintain a positive stance on the stock. We reiterate our BUY and EUR47 target price, following small estimate cuts (results due on 24 October).
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