Research
The content listed is not for investment, financial, accounting or tax advice and is provided for informational purposes only.
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March/Q1 Price Update Key message: Clear divergence in Q1: Integrated pulp + NA exposure outperform; recycled + graphic paper remain under pressure.Q1 earnings likely remain weak, but the setup into Q2 is improving: March exit rates point to a market trough with early...
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Dissolving Pulp Outlook Reset:Substitution caps upside, raises volatility Key takeaways from Hawkins Wright DP & Pulp update (Shanghai Pulp Week) Download Report
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Key Message : DWP-led earnings rise amid fibre weakness, but pulp cyclicality, energy volatility, and cost inflation keep earnings quality and margins at risk.View Presentation
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PPC – Investor Day
Key message: Impressive EBITDA expansion continues with the new RK3 plant due to boost margins even further.