Research
The content listed is not for investment, financial, accounting or tax advice and is provided for informational purposes only.
Restricted content
Restricted content
Restricted content
Restricted content
Restricted content
Restricted content
Key message: Global pulp markets strengthened in October, with most grades posting gains. Graphic paper remained under pressure from ongoing structural demand weakness, although US coated grades were relatively stable. The packaging market softened as containerboard...
Raubex – 1H FY26 Results
Key message: Momentum remains positive despite weak results at Bauba and in Australia.
Restricted content
US Containerboard & Corrugated (Smurfit & Mondi) Key message: IP’s results reaffirm the persistent strain in Europe’s containerboard market — profitability gains were cost-led rather than demand-driven, and management continues to flag that roughly a quarter...
Restricted content
European Containerboard & Corrugated (Mondi) & North American Consumer board (Sappi North America) Key message: High integration in Europe continues to underpin utilisation near full capacity, insulating margins even as containerboard markets remain uneconomic...