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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
METSB METSA BOARD OYJ CLASS B
BILL BILLERUDKORSNAS AB
BRG BORREGAARD
ESSITY B ESSITY AB CLASS B
HOLM B HOLMEN AB CLASS B
NPAPER NORDIC PAPER HOLDING
ELO ELOPAK ASA
NSKOG NORSKE SKOG ASA
3h / 10m 3h / 10m 1 EN
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Henrik Bartnes
  • Martin Melbye
METSB METSA BOARD OYJ CLASS B
3h / 22m 3h / 22m 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
UPM UPM-KYMMENE OYJ
SCA B SVENSKA CELLULOSA AKTIEBOLAGET CLASS B
STERV STORA ENSO OYJ CLASS R
HUH1V HUHTAMAKI OYJ
METSB METSA BOARD OYJ CLASS B
BILL BILLERUDKORSNAS AB
BRG BORREGAARD
ESSITY B ESSITY AB CLASS B
HOLM B HOLMEN AB CLASS B
NPAPER NORDIC PAPER HOLDING
ELO ELOPAK ASA
NSKOG NORSKE SKOG ASA
08/15/25 August 15, 2025 1 EN
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Henrik Bartnes
  • Martin Melbye
METSB METSA BOARD OYJ CLASS B
07/31/25 July 31, 2025 1 EN
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Henrik Bartnes
  • Martin Melbye
METSB METSA BOARD OYJ CLASS B
07/31/25 July 31, 2025 1 EN
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Henrik Bartnes
  • Martin Melbye
METSB METSA BOARD OYJ CLASS B
07/07/25 July 7, 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
METSB METSA BOARD OYJ CLASS B
BILL BILLERUDKORSNAS AB
BRG BORREGAARD
ESSITY B ESSITY AB CLASS B
HOLM B HOLMEN AB CLASS B
NPAPER NORDIC PAPER HOLDING
ELO ELOPAK ASA
NSKOG NORSKE SKOG ASA
06/26/25 June 26, 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
METSB METSA BOARD OYJ CLASS B
BILL BILLERUDKORSNAS AB
BRG BORREGAARD
ESSITY B ESSITY AB CLASS B
HOLM B HOLMEN AB CLASS B
NPAPER NORDIC PAPER HOLDING
ELO ELOPAK ASA
NSKOG NORSKE SKOG ASA
06/25/25 June 25, 2025 1 EN
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Henrik Bartnes
  • Martin Melbye
METSB METSA BOARD OYJ CLASS B
06/25/25 June 25, 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
METSB METSA BOARD OYJ CLASS B
BILL BILLERUDKORSNAS AB
BRG BORREGAARD
ESSITY B ESSITY AB CLASS B
HOLM B HOLMEN AB CLASS B
NPAPER NORDIC PAPER HOLDING
ELO ELOPAK ASA
NSKOG NORSKE SKOG ASA
05/27/25 May 27, 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
UPM UPM-KYMMENE OYJ
SCA B SVENSKA CELLULOSA AKTIEBOLAGET CLASS B
STERV STORA ENSO OYJ CLASS R
HUH1V HUHTAMAKI OYJ
METSB METSA BOARD OYJ CLASS B
BILL BILLERUDKORSNAS AB
BRG BORREGAARD
ESSITY B ESSITY AB CLASS B
HOLM B HOLMEN AB CLASS B
NPAPER NORDIC PAPER HOLDING
ELO ELOPAK ASA
NSKOG NORSKE SKOG ASA
05/15/25 May 15, 2025 1 EN
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Henrik Bartnes
  • Martin Melbye
METSB METSA BOARD OYJ CLASS B
04/29/25 April 29, 2025 1 EN
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Henrik Bartnes
  • Martin Melbye
PREMIUM
METSB Metsa Board Oyj...

Q1 above, Q2 likely worse

Beat on clean EBIT. Higher deliveries and production on paperboard.

METSB METSA BOARD OYJ CLASS B
04/29/25 April 29, 2025 1 EN
Johannes Grunselius
  • Johannes Grunselius
Free Trial
METSB Metsa Board Oyj...

Metsa Board (Buy, TP: EUR5.00) - Excess pessimism

Reflecting escalating general macroeconomic uncertainty leading to softer packaging and board prices and FX headwinds (weaker USD and stronger SEK), we have reduced our 2025–2026e adj. EBITDA by close to 30%–20%. Despite these significant negative revisions, we still find the valuation multiples beyond the current year attractive, especially given Metsa Board’s favourable position in the board market and our belief that the balance sheet is under good control. We reiterate our BUY, but have cut ...

METSB METSA BOARD OYJ CLASS B
04/22/25 April 22, 2025 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
METSB METSA BOARD OYJ CLASS B
BILL BILLERUDKORSNAS AB
BRG BORREGAARD
ESSITY B ESSITY AB CLASS B
HOLM B HOLMEN AB CLASS B
NPAPER NORDIC PAPER HOLDING
ELO ELOPAK ASA
NSKOG NORSKE SKOG ASA
04/04/25 April 4, 2025 1 EN
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Ali Shemmari
  • Martin Melbye
METSB METSA BOARD OYJ CLASS B
04/04/25 April 4, 2025 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
METSB METSA BOARD OYJ CLASS B
BILL BILLERUDKORSNAS AB
BRG BORREGAARD
ESSITY B ESSITY AB CLASS B
HOLM B HOLMEN AB CLASS B
NPAPER NORDIC PAPER HOLDING
ELO ELOPAK ASA
NSKOG NORSKE SKOG ASA
03/25/25 March 25, 2025 1 EN
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