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.
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.
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.
Forestry & Paper: Lenzing FY 20A Textile Fibre Insights
Key message: No major VSF projects expected to impact VSF supply in 21/22E. This is supportive of robust VSF prices and accordingly DWP prices.
Forestry & Paper Weekly Price Update
Key message: Big jumps for pulp this week, means more pain for non-integrated Graphic Paper producers. OCC jumps 7% w/w, while containerboard sees modest gains.
Forestry & Paper: Textiles Fibre Weekly Update
Key message: Imported DWP stable, while domestic prices continue to rise.
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.
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.
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.
Forestry & Paper Weekly Price Update
Key message: Pulp steady, more UWF price increases announced and further containerboard gains this week (1-2%).