Research
The content listed is not for investment, financial, accounting or tax advice and is provided for informational purposes only.
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Cashbuild – 1H FY24 Results
Key message: We did some on the ground market research – until meaningful demand recovery occurs, margins are likely to stay low.
WBHO – 1H FY24 Results
Key message: Back to the low risk contracting model, the order book outlook looks promising for a margin uplift.
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Forestry & Paper: Industry Insights
Key message: Across various grades, including pulp, graphic paper, containerboard, and specialty papers, there is a trend of price increases or stability in Europe, driven by factors such as improved demand, production cost pressures, and logistical challenges.
Afrimat – Pre-Close Update
Key message: Nkomati should contribute substantially in 2H as the mine output ramps up. Transnet issues negatively impacted iron ore.