Research
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Forestry & Paper Textiles Fibre Weekly Update
Key message: VSF and polyester under pressure. VSF inventory days tick up to 20.5 and the VSF/DWP YTD spread drops to 9%, as DWP prices tick up slightly w/w.
Sasol: Spotlight on earnings – latest profit drivers
We show Sasol’s key profit drivers as well as the earnings for the current and next financial years if drivers remained at spot levels until the end of FY22
Forestry & Paper Weekly Price Update
Key message: Pulp prices up 2-7% in the past two weeks. European graphic paper prices not budging. Kraftliner and testliner up 9% and 6%.
Forestry & Paper Industry News Insigths
Key message: Stora Enso closures to improve uncoated woodfree fundamentals in Europe. Removes at least c.5-6% of European UWF capacity. Positive news for Mondi’s UWF business.
Forestry & Paper Textiles Fibre Weekly Update
Key message: Cotton and polyester continues to rebound. Medium-grade VSF still under pressure, inventory days tick up to 18.5. VSF/DWP YTD spread drops to 16%, while DWP prices remain stable.
Sasol: Spotlight on earnings – latest profit drivers
We show Sasol’s key profit drivers as well as the earnings for the current and next financial years if drivers remained at spot levels until the end of FY22
Raubex- FY21 Trading Update
Key message: 2H FY21 looks to have recovered well after a Covid-impacted 1H. Apart from normalised SANRAL work, Raubex is growing its infrastructure and general contracting order book.
Sasol: Emission solutions – real or science fiction?
Presentation pack accompanying the recent report: Sasol emission solutions – real or science fiction?