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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
ATC ARCTIC PAPER SA
BRG BORREGAARD
HOLM B HOLMEN AB CLASS B
ELO ELOPAK ASA
NSKOG NORSKE SKOG ASA
12/04/25 December 4, 2025 1 EN
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Henrik Bartnes
  • Nikola Kalanoski
11/10/25 November 10, 2025 1 EN
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Henrik Bartnes
  • Nikola Kalanoski
11/04/25 November 4, 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
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
  • Nikola Kalanoski
08/13/25 August 13, 2025 1 EN
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Henrik Bartnes
  • Nikola Kalanoski
08/04/25 August 4, 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
  • Nikola Kalanoski
05/16/25 May 16, 2025 1 EN
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Henrik Bartnes
  • Nikola Kalanoski
05/15/25 May 15, 2025 1 EN
ABGSC Pulp & Paper Research ... (+4)
  • ABGSC Pulp & Paper Research
  • Ali Shemmari
  • Henrik Bartnes
  • Nikola Kalanoski
04/10/25 April 10, 2025 1 EN
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Ali Shemmari
  • Nikola Kalanoski
01/15/25 January 15, 2025 1 EN
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Ali Shemmari
  • Nikola Kalanoski
11/07/24 November 7, 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
  • Nikola Kalanoski
ATC ARCTIC PAPER SA

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.

10/08/24 October 8, 2024 1 EN
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Ali Shemmari
  • Nikola Kalanoski
08/29/24 August 29, 2024 1 EN
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Ali Shemmari
  • Nikola Kalanoski
08/08/24 August 8, 2024 1 EN
ABGSC Pulp & Paper Research ... (+3)
  • ABGSC Pulp & Paper Research
  • Ali Shemmari
  • Nikola Kalanoski
ATC ARCTIC PAPER SA

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.

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
  • Nikola Kalanoski
PREMIUM
ATC ARCTIC PAPER SA

Paper EBITDA in line

Paper EBITDA PLN 109m, in line vs ABGSCe PLN 108m. Group EBITDA miss driven by Rottneros. Paper markets still weak, but demand better

05/14/24 May 14, 2024 1 EN
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