Research
The content listed is not for investment, financial, accounting or tax advice and is provided for informational purposes only.
Restricted content
Restricted content
Raubex – FY24 Results
Key message: Diversity of earnings has helped replace the high-margin Beitbridge project and sets Raubex up for sustainable growth.
Restricted content
Restricted content
Forestry & Paper: Industry Insights
Key message: Mondi confirmed it does not intend to make an offer for DS Smith. Textile prices tumble, while DP is stable. Containerboard pricing continues to improve and waste paper prices jump 12%.
SRE: FY24 trading and valuation update
Key message: Sirius’ FY24 performance is poised to meet expectations. Management continues to create value through strong operational performance, and the acquisition pipeline following the Nov-23 capital raise has been executed swiftly and effectively. ...
Forestry & Paper: Industry Insights
Key message: The strikes in Finland have concluded. Pulp prices are continuing to climb, presenting a mixed picture for graphic paper grades, while containerboard prices are steadily increasing. Sack kraft prices have risen in the beginning of Q2, with expectations of further hikes in the industry.