Research
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Key message: Pulp prices softened further in Europe and China. Containerboard gained further momentum, led by Kraftliner, while OCC extended its decline. In textiles, DP prices fell further, and the DP/pulp spread narrowed. VSF prices were stable, however, operating...
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Key message: Pulp prices softened further across the regions, while containerboard saw improving momentum. Wastepaper extended its decline. In textiles, DP imports fell, and the DP/pulp spread narrowed, but stable VSF prices and lower input costs lifted VSF margins...
Forestry & Paper: Weekly price update
Key message: Paper pulp prices dropped sharply in Europe, helping graphic paper margins, but dissolving pulp (DP) continues to slide, hitting $804/t as VSF markets weaken further. Containerboard remains stable, though OCC softened again.
Afrimat – Earnings Update
Key message: The promise of earnings growth and stable operations needs to be delivered on in FY26 to maintain operating credibility.