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 – May 23
Key message: Imports seem to be stabilizing after falling 31% in CY22. The weak ZAR does not seem to be having an impact.
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PPC – FY23 Results
Key message: Price increases look to catch up to cost inflation in FY24, with steady dividends expected from Zimbabwe and Rwanda.
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Forestry & Paper: Industry Insights
Key message: Paper pulp and hardwood DP prices stable. UWF sees further erosion, while containerboard prices continue to echo stability. Gas Futures now trading at €35/MWH.