View 
FILTERS (0)
* Not connected to ResearchPool

MORE FILTERS

  
reports
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Henrik Bartnes
  • Nikola Kalanoski
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Henrik Bartnes
  • Nikola Kalanoski
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Henrik Bartnes
  • Nikola Kalanoski
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Henrik Bartnes
  • Nikola Kalanoski
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Henrik Bartnes
  • Nikola Kalanoski
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Henrik Bartnes
  • Nikola Kalanoski
ABGSC Pulp & Paper Research ... (+4)
  • ABGSC Pulp & Paper Research
  • Ali Shemmari
  • Henrik Bartnes
  • Nikola Kalanoski
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Ali Shemmari
  • Nikola Kalanoski
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Ali Shemmari
  • Nikola Kalanoski
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Ali Shemmari
  • Nikola Kalanoski

Q3 muted, but Q4 should be better

Q3e: Clean paper EBIT of PLN ~27m. Paper prices up, but demand growth is abating. Fair value range of SEK 40-80.

ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Ali Shemmari
  • Nikola Kalanoski
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Ali Shemmari
  • Nikola Kalanoski
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Ali Shemmari
  • Nikola Kalanoski

Paper improves, but pulp costs weigh

Q2e: Clean EBIT of ~PLN 38m. Paper is recovering: better demand, more supply cuts, higher prices. Fair value range of SEK 40-80 per share.

ABGSC Pulp & Paper Research ... (+2)
  • ABGSC Pulp & Paper Research
  • Martin Melbye

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).

Loading...
New interest

Save your current filters as a new Interest

Please enter a name for this interest

Email alerts

Would you like to receive real-time email alerts when a new report is published under this interest?

Save This Search

These search results will show up under 'Saved searches' in the left panel

Please enter a name for this saved search

ResearchPool Subscriptions

Get the most out of your insights

Get in touch