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
Uncoated woodfree insights (Mondi) Key Message: Group adjusted EBITDA declined -20% YoY (-17% QoQ), with the largest earnings drag coming from Europe, where operations reported a second consecutive quarter of negative EBITDA. The weakness was primarily driven by lower...
Restricted content
European containerboard & Corrugated (Mondi); European Pulp & Wood (Mondi & Sappi) Key message: Stora Enso’s results reinforce a mixed near-term outlook for Mondi: structurally supportive packaging fundamentals but continued cyclical pressure in Europe....
Restricted content
Restricted content
Forestry & Paper : Navigator Q4 Insights European uncoated woodfree (Mondi) and Paper Pulp
Key message: Navigator outperformed in UWF with deliveries up +2% YoY in a market where industry volumes declined -5%, supported by stronger international exposure (+5% YoY; 56% of volumes). This contrasts with Mondi (-2% YoY volumes), reflecting Navigator’s greater...