Research
The content listed is not for investment, financial, accounting or tax advice and is provided for informational purposes only.
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Cement Import Monitor – Imports to January 2024
Key message: Imported cement volumes increased 18% in CY2023 with port issues apparently not impacting volumes.
Forestry & Paper: Industry Insights
Key message: Strikes in Finland are already impacting production of pulp and paper producers. Meanwhile, the containerboard market in Europe is now exhibiting early signs of recovery, with the testliner price surging 6%.
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Murray & Roberts – 1H FY24 Results
Key message: The business should be able to earn HEPS of approx. 50c in FY25 with the current assets and reduced costs.