Research
The content listed is not for investment, financial, accounting or tax advice and is provided for informational purposes only.
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Calgro M3 – FY26 Results
Key message: The Bankenveld project secures a long-term pipeline with a strategic focus to reduce the number of projects under development.
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Monthly Graphic Paper Supply vs. Demand Update (March 2026) Global P&W markets remain weak structurally, but aggressive capacity cuts continue tightening supply. Europe inflected positively in March, while North America weakened further, although ongoing...
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Navigator: Q1 26A InsightsEuropean uncoated woodfree (Mondi) and Global Paper Pulp Navigator Q1 EBITDA fell -44% YoY as weather, weak volumes and cost inflation hit margins, but firmer pulp, UWF capacity exits and pricing actions support a better 2026 setup. Download...
Raubex – FY26 Results
Key message: Roads and renewable energy keep the order book full – but as yet no general infrastructure spend uptick.
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Sylvamo InsightsUncoated Woodfree (Mondi) Sylvamo Q1 EBITDA collapsed (-68% YoY| -77% QoQ) on disruptions, weak volumes and cost inflation; NA supply tightened, but Q2 remains pressured despite pricing upside. Download Presentation Here