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ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Henrik Bartnes
  • Martin Melbye
UPM UPM-KYMMENE OYJ
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
BRG.B-SE BERGS TIMBER
NSKOG NORSKE SKOG ASA
01/19/26 January 19, 2026 1 EN
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Henrik Bartnes
  • Martin Melbye
UPM UPM-KYMMENE OYJ
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
BRG.B-SE BERGS TIMBER
NSKOG NORSKE SKOG ASA
08/21/25 August 21, 2025 1 EN
ABGSC Pulp & Paper Research ... (+2)
  • ABGSC Pulp & Paper Research
  • Martin Melbye
UPM UPM-KYMMENE OYJ
NHY NORSK HYDRO ASA
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
ELK ELKEM ASA
HOLM B HOLMEN AB CLASS B
NPAPER NORDIC PAPER HOLDING
ELO ELOPAK ASA
NSKOG NORSKE SKOG ASA
08/19/25 August 19, 2025 1 EN
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Henrik Bartnes
  • Martin Melbye
06/09/25 June 9, 2025 1 EN
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Henrik Bartnes
  • Martin Melbye
UPM UPM-KYMMENE OYJ
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
BRG.B-SE BERGS TIMBER
NSKOG NORSKE SKOG ASA
05/22/25 May 22, 2025 1 EN
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Henrik Bartnes
  • Martin Melbye
05/15/25 May 15, 2025 1 EN
ABGSC Pulp & Paper Research ... (+4)
  • ABGSC Pulp & Paper Research
  • Ali Shemmari
  • Henrik Bartnes
  • Martin Melbye
04/09/25 April 9, 2025 1 EN
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Ali Shemmari
  • Martin Melbye
03/21/25 March 21, 2025 1 EN
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Ali Shemmari
  • Martin Melbye
02/17/25 February 17, 2025 1 EN
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Ali Shemmari
  • Martin Melbye
PREMIUM
RROS ROTTNEROS AB

Q4 below, Q1 likely better

EBIT SEK -28m vs. ABG SEK -25m — lower volumes. Q1 likely better — no maintenance.

02/06/25 February 6, 2025 1 EN
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Ali Shemmari
  • Martin Melbye
01/15/25 January 15, 2025 1 EN
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Ali Shemmari
  • Martin Melbye
10/31/24 October 31, 2024 1 EN
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Ali Shemmari
  • Martin Melbye
UPM UPM-KYMMENE OYJ
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
10/28/24 October 28, 2024 1 EN
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Ali Shemmari
  • Martin Melbye
PREMIUM
RROS ROTTNEROS AB

Q3 slightly below, maintenance in Q4

EBIT SEK 40m vs. ABG SEK 47m — higher costs, lower volumes. Q4 likely weaker driven by maintenance

10/23/24 October 23, 2024 1 EN
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Ali Shemmari
  • Martin Melbye
RROS ROTTNEROS AB

More headwinds than tailwinds

Q3e: Cclean EBIT of ~SEK 47m – maintenance in Q4. Pulp moving into a more challenging territory – prices down. Fair value range: SEK 9-16/sh.

10/08/24 October 8, 2024 1 EN
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Ali Shemmari
  • Martin Melbye
RROS ROTTNEROS AB

Not great, not terrible

EBIT SEK 30m vs. ABGSCe SEK 63m; Q3e likely better. Pulp prices at ATHs, but may have peaked short-term. Fair value range: SEK 9-16/sh.

07/24/24 July 24, 2024 1 EN
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Ali Shemmari
  • Martin Melbye
PREMIUM
RROS ROTTNEROS AB

Q2 below, Q3 likely better

EBIT SEK 30m vs. ABG SEK 63m. Q3 likely stronger — Rottneros Mill maintenance moved to Q4. Conference call at 12 CET.

07/24/24 July 24, 2024 1 EN
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Ali Shemmari
  • Martin Melbye
RROS ROTTNEROS AB

Q2 set to improve vs. Q1

Q2e: Clean EBIT of ~SEK 63m. Pulp prices at ATHs, but may have peaked short-term. Fair value range: SEK 9-16/sh.

07/01/24 July 1, 2024 1 EN
ABGSC Pulp & Paper Research ... (+2)
  • ABGSC Pulp & Paper Research
  • Martin Melbye
PREMIUM
UPM UPM-KYMMENE OYJ
NHY NORSK HYDRO ASA ... (+15)

Leading indicators

OECD: The indicator points up from a low level. US: The indicator points up (housing starts, monetary policy, interest rates, real FX). EU: The indicator points up from a low level (bond yields, stock market). Japan: The indicator is neutral (monetary policy, housing starts).

UPM UPM-KYMMENE OYJ
NHY NORSK HYDRO ASA
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
ELK ELKEM ASA
HOLM B HOLMEN AB CLASS B
NPAPER NORDIC PAPER HOLDING
ELO ELOPAK ASA
NSKOG NORSKE SKOG ASA
05/31/24 May 31, 2024 1 EN
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Ali Shemmari
  • Martin Melbye
RROS ROTTNEROS AB

A shaky start to the year

Q1: Clean EBIT of SEK 5m, production issues. Pulp prices move higher, demand stronger. Fair value range: SEK 9-16/sh.

05/02/24 May 2, 2024 1 EN
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