Research
The content listed is not for investment, financial, accounting or tax advice and is provided for informational purposes only.
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Forestry & Paper: Industry Insights
Key message: The pulp market is experiencing further price increases due to ongoing supply disruptions and stable demand. Graphic paper prices stable and welcome news for graphic paper producers in Europe following UPM’s planned closures. Meanwhile, momentum continues to build for containerboard producers.
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Forestry & Paper: Industry Insights
Pulp prices are mostly stable, with further price hikes planned amid tight supply. There is further momentum for containerboard producers as testliner and wastepaper prices increase by 3% and 4%, respectively.
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Afrimat – FY24 Results
Key message: With Nkomati starting to contribute as planned and Lafarge integrated in April 2024, growth into FY25 should be achieved.
Calgro M3 – FY24 Results
Key message: Relatively steady state earnings are expected for future years off a well-developed pipeline.
Forestry & Paper: Industry Insights
Key message: Pulp prices rise further as supply challenges persist, driving graphic paper margins lower. Wastepaper costs increase further, supporting containerboard price increases.