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
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.