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ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Ali Shemmari
  • Nikola Kalanoski
ARP-SE ARCTIC PAPER

The paper cut is healing

Q1e: Clean EBIT of PLN 87m. Paper is improving – better demand and 10% supply cuts. Fair value range of SEK 40-80 per share.

04/19/24 April 19, 2024 1 EN
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Ali Shemmari
  • Nikola Kalanoski
02/16/24 February 16, 2024 1 EN
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Ali Shemmari
  • Nikola Kalanoski
ARP-SE ARCTIC PAPER

Better market trends provide some relief

Q4e: Clean EBIT of PLN 87m. Paper markets still weak, but demand better. Fair value range of SEK 40-80 per share.

01/23/24 January 23, 2024 1 EN
ABGSC Pulp & Paper Research ... (+4)
  • ABGSC Pulp & Paper Research
  • Ali Shemmari
  • Nikola Kalanoski
  • Njål Kleiven
ARP-SE ARCTIC PAPER

Showing resilience in a tough market

Q3: Paper EBITDA PLN 97m vs. ABGSCe of PLN 65m. Paper markets still weak - more cuts needed. Fair value range: SEK 40-80.

11/07/23 November 7, 2023 1 EN
ABGSC Pulp & Paper Research ... (+4)
  • ABGSC Pulp & Paper Research
  • Ali Shemmari
  • Nikola Kalanoski
  • Njål Kleiven
11/07/23 November 7, 2023 1 EN
ABGSC Pulp & Paper Research ... (+4)
  • ABGSC Pulp & Paper Research
  • Ali Shemmari
  • Nikola Kalanoski
  • Njål Kleiven
10/10/23 October 10, 2023 1 EN
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Nikola Kalanoski
  • Njål Kleiven
ARP-SE ARCTIC PAPER

Volume pressure weighs on estimates

Q2: EBITDA PLN 69m vs. ABGSCe of PLN 112m. Paper market balance under pressure from weak demand. Fair value range: SEK 35-80.

08/14/23 August 14, 2023 1 EN
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Nikola Kalanoski
  • Njål Kleiven
08/03/23 August 3, 2023 1 EN
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Nikola Kalanoski
  • Njål Kleiven
ARP-SE ARCTIC PAPER

Highway to diversification

Niche paper player turning into a diversified pulp & paper group. Paper prices pointing down - more capacity cuts needed. Fair value range SEK 35-80 per share.

07/14/23 July 14, 2023 1 EN
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