Research
The content listed is not for investment, financial, accounting or tax advice and is provided for informational purposes only.
Forestry & Paper Weekly Price Update
Key message: Further pulp momentum & UWF in the green. OCC up 8% week and PfR availability now impacting Graphic Paper machines. Containerboard gathers more momentum.
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 Textiles Fibre Update
Key message: Polyester and cotton under pressure this week. DWP prices stable, but could see a bit more upside from current levels.
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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: Chinese pulp futures pump the brakes. Graphic Paper producers under further pressure. Testliner leads containerboard gains, and OCC jumps 9% w/w.
Implats – The sun is still shining, let’s make some hay
Implats is earning super profits and the company has significant cash reserves. For as long as metal prices remain at current levels, the company should be able to pay substantial dividends, supporting the investment case.
Forestry & Paper Textiles Fibre Weekly Update
Key message: DWP price stability now more likely at current levels. H&M sales update post February encouraging for textile demand.