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
Key message: Mixed moves for pulp prices, while DP gains further traction. Graphic Paper grades stable, while Containerboard prices further in the red. Gas Futures now €44/MWH.
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Spear REIT: FY23 pre-close update
Key message: 2H FY23 performance is set to meet expectations and guidance. Overall, organic performance appears intact and the portfolio continues to reposition through investment and disposal activity. Trading in line with expectations: management has maintained...
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WBHO – 1H FY23 Results
Key message: The Australian exit is complete, and activity levels in South Africa are picking up. Back to business as usual for WBHO.
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NEPI Rockcastle: FY22 results and valuation update
Key message: NEPI Rockcastle’s FY22 results were excellent, with strong core operating performance from tenants as COVID restrictions were fully lifted and a resilient balance sheet that should underpin future inorganic growth. In our view, the strong run in the share...