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ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Ali Shemmari
  • Martin Melbye
PREMIUM
BILL-SE BILLERUD
BRG-NO BORREGAARD ... (+12)

Pulp leads the way

A long list of price increases. Q1e EBIT up q-o-q: lower maintenance costs. Smart to buy when macro is low - and to find the best players LT.

BILL-SE BILLERUD
BRG-NO BORREGAARD
ELO-NO ELOPAK
HOLM.B-SE HOLMEN
HUH1V-FI HUHTAMAKI
NPAPER-SE NORDIC PAPER
NSKOG-NO NORSKE SKOG
SCA.B-SE SCA
STERV-FI STORA ENSO
UPM-FI UPM-KYMMENE
ESSITY.B-SE ESSITY
METSB-FI METSä BOARD
04/05/24 April 5, 2024 1 EN
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Ali Shemmari
  • Martin Melbye
PREMIUM
METSB-FI Metsä Boar...

Q1 preview

Metsa Board will report its next quarterly results on 25 April. We reiterate HOLD with a TP of EUR 7.8. Q1'24e EBIT at EUR 26m.

METSB-FI METSä BOARD
04/05/24 April 5, 2024 1 EN
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Ali Shemmari
  • Martin Melbye
PREMIUM
METSB-FI Metsä Boar...

Ending a muted year with a positive outlook

Clean EBIT of EUR 0.7m vs. cons EUR 5.5m. Market balance still challenged. Kemi and Husum projects could add >50% to EBIT.

METSB-FI METSä BOARD
02/09/24 February 9, 2024 1 EN
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Ali Shemmari
  • Martin Melbye
METSB-FI METSä BOARD
02/08/24 February 8, 2024 1 EN
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Ali Shemmari
  • Martin Melbye
PREMIUM
BILL-SE BILLERUD
BRG-NO BORREGAARD ... (+12)

Two steps forward, one step back

Price hike efforts on early-cyclicals. Q4e EBIT down q-o-q, seasonality and prices. Finding the best players LT - smart to buy when macro is low.

BILL-SE BILLERUD
BRG-NO BORREGAARD
ELO-NO ELOPAK
HOLM.B-SE HOLMEN
HUH1V-FI HUHTAMAKI
NPAPER-SE NORDIC PAPER
NSKOG-NO NORSKE SKOG
SCA.B-SE SCA
STERV-FI STORA ENSO
UPM-FI UPM-KYMMENE
ESSITY.B-SE ESSITY
METSB-FI METSä BOARD
01/15/24 January 15, 2024 1 EN
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Ali Shemmari
  • Martin Melbye
PREMIUM
METSB-FI Metsä Boar...

Q4 preview

Metsa Board will report its next quarterly results on 8 February. We reiterate HOLD with a TP of EUR 7.8 (7.2). Q4'23e EBIT at EUR ~7m.

METSB-FI METSä BOARD
01/15/24 January 15, 2024 1 EN
ABGSC Pulp & Paper Research ... (+4)
  • ABGSC Pulp & Paper Research
  • Ali Shemmari
  • Martin Melbye
  • Njål Kleiven
PREMIUM
METSB-FI Metsä Boar...

No packages for Christmas

Clean EBIT of EUR 5.5m, -46% vs. cons. Cartonboard market under pressure. Kemi and Husum projects could add >50% to EBIT.

METSB-FI METSä BOARD
10/26/23 October 26, 2023 1 EN
ABGSC Pulp & Paper Research ... (+4)
  • ABGSC Pulp & Paper Research
  • Ali Shemmari
  • Martin Melbye
  • Njål Kleiven
METSB-FI METSä BOARD
10/26/23 October 26, 2023 1 EN
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