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 and Paper Weekly Industry Insights
Key message: Pulp benefitting from planned downtime. China fibre shortage contributing to containerboard tightness & evidence of significant environmental advantages of paper-based single use products.
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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
F&P Weekly Price Update
Key message: Pulp in China up 7-11% ytd. Further CWF and UWF price increases announced and testliner dominating packaging gains.
F&P Textiles Fibre Weekly Update
Key message: VSF spot supply is tight with inventory days now down to 9.5. With VSF up over 10% w/w, this is likely to pave the way for further DWP price momentum (up 9% ytd).
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
F&P: Weekly Price Update
Key message: Inflation coming back? Pulp on the rise, Sappi attempting to reverse graphic paper erosion with a 8-10% price increase and containerboard set to increase by a further EUR 50/t.