Research
The content listed is not for investment, financial, accounting or tax advice and is provided for informational purposes only.
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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: Further gains for pulp, graphic paper price increases yet to materialise and containerboard producers target a further EUR 50/t.
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Forestry & Paper Textiles Fibre Weekly Update
Key message: DWP price now USD 1,050, up 44% YTD. DWP momentum likely to continue due to tight supply and rising paper pulp prices.
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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
Mondi FY 20A Insights
Key message: Consistent FCF priorities facilitate investment and ROCE ahead of peers. FY 21e to benefit from project ramp-ups, improved pricing environment but partly offset by cost & FX headwinds.