Research
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Key message: Europe’s pulp and graphic paper markets remain under pressure, with kraftliner prices finally breaking after weeks of steady testliner declines. Meanwhile, sentiment is lifting as DP prices edge higher and Chinese VSF producers express cautious optimism...
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European Fibre Pack. (Mondi); Paperboard; European Flexibles (Mondi); US food services (Sappi) Key message: Demand for foodservice packaging softened during the quarter. Meanwhile, demand for Flexible Packaging remained soft, and sales prices improved. View...
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European Containerboard & Corrugated (Mondi) & North American Consumer board (Sappi North America) Key message: European corrugated volumes were broadly stable in the second quarter, easing from the first quarter. While there is little to indicate a rapid...
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Self-adhesive labels Insights (read-through for Sappi Europe) Key message: North America experienced strong volume growth, especially in film categories & Europe saw a decline. While they have seen some signs of apparel industry improvement exiting Q2, the outlook...
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Key message: Global pulp markets remained under pressure in July, with persistent declines across all grades. Graphic paper continues to struggle with structural demand weakness, while US coated grades stand out on firmer pricing. Packaging markets were mixed with...
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Key message: Sappi will report third quarter results tomorrow. We expect adjusted EBITDA of around $91mn and adjusted EPS of -$0.01. View Presentation