Analyser av Arctic Paper

Arctic Paper: Q3 slightly above, Q4 likely flat/slightly better - ABG

Paper EBITDA PLN 49m, above ABGSCe PLN 47m Group EBITDA beat driven mainly by Paper Outlook remains muted, Q4 likely flat/slightly better (s...

ABG Sundal Collier • 07 Nov 10:37

Arctic Paper: Challenges continue - ABG

Q2 challenging, same trends expected for Q3 Paper — better demand, more supply cuts, higher prices Fair value range of SEK 40-80 Q2 challen...

ABG Sundal Collier • 30 Aug 07:21

Arctic Paper: Miss on paper - higher costs and soft demand - ABG

Paper EBITDA PLN 50m, below ABGSCe PLN 59m Group EBITDA miss driven by weaker on both paper and pulp Paper — better demand, more supply cuts...

ABG Sundal Collier • 09 Aug 07:19

Arctic Paper: Paper improves, but pulp costs weigh - ABG

Our earnings bridge: We expect Q2 Paper EBIT of PLN 38m, down from PLN 94m in Q1'24.

ABG Sundal Collier • 01 Jul 23:03

Arctic Paper: Paper EBITDA in line - ABG

Paper EBITDA PLN 109m, in line vs ABGSCe PLN 108m Group EBITDA miss driven by Rottneros Paper markets still weak, but demand better Beat on...

ABG Sundal Collier • 14 May 11:28

Arctic Paper: The paper cut is healing - ABG

Q1e: Clean EBIT of PLN 87m Paper is improving – better demand and 10% supply cuts Fair value range of SEK 40-80 per share Q1e: Paper volume...

ABG Sundal Collier • 19 Apr 07:15

Arctic Paper: Resilient FY23 masked by record comparator - Edison

FY23 was a year with numerous obstacles for the European paper and pulp industry, including lower demand due to an economic downturn and cus...

Edison • 22 Feb 10:54

Arctic Paper: Paper EBITDA 11% above - ABG

Paper EBITDA PLN 120m vs. ABGSCe PLN 108m Weak performance from Rottneros drags group results down Paper markets still weak, but demand bett...

ABG Sundal Collier • 16 Feb 09:22

Arctic Paper: Better market trends provide some relief - ABG

Q4e: Clean EBIT of PLN 87m Paper markets still weak, but demand better Fair value range of SEK 40-80 per share Q4e: Paper volumes are picki...

ABG Sundal Collier • 24 Jan 07:18

Arctic Paper: Showing resilience in a tough market - ABG

Q3: Paper EBITDA PLN 97m vs. ABGSCe of PLN 65m Paper markets still weak - more cuts needed Fair value range: SEK 40-80 Q3 beat on higher vo...

ABG Sundal Collier • 08 Nov 2023 07:12

Arctic Paper: Figures significantly above - utilisation up 11pp q-o-q - ABG

Paper EBITDA PLN 97m vs. ABGSCe PLN 65m Beat driven by higher volumes and lower costs Early signs of recovery — destocking has faded Beat d...

ABG Sundal Collier • 07 Nov 2023 09:37

Arctic Paper: Volumes likely to improve in H2'23 - ABG

Q3e: Clean EBIT of PLN 31m Better capacity utilisation incoming in '24 Fair value range SEK 30-75 per share Q3e: Destocking fades and plung...

ABG Sundal Collier • 11 Oct 2023 07:30

Arctic Paper: Volume pressure weighs on estimates - ABG

Q2: EBITDA PLN 69m vs. ABGSCe of PLN 112m Paper market balance under pressure from weak demand Fair value range: SEK 35-80 Q2: EBITDA below ...

ABG Sundal Collier • 15 Aug 2023 08:35

Arctic Paper: Q2 profit-warning - ABG

• EBITDA PLN 60-70m vs. ABGSCe PLN 112m • Miss driven by weaker paper volumes • Destocking likely to fade in H2'23 Miss driven by volume pre...

ABG Sundal Collier • 04 Aug 2023 07:53

Arctic Paper: Highway to diversification - ABG

• Niche paper player turning into a diversified pulp & paper group • Paper prices pointing down - more capacity cuts needed • Fair value ran...

ABG Sundal Collier • 14 Jul 2023 08:23

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