Aktieanalys

Arctic Paper: Highway to diversification - ABG

ABG Sundal Collier Publicerad: 14 Jul 2023 08:23

• Niche paper player turning into a diversified pulp & paper group
• Paper prices pointing down - more capacity cuts needed
• Fair value range SEK 35-80 per share

Becoming a balanced pulp & paper player
Arctic Paper is primarily a fine paper producer that is on its way to diversifying its cash flows into packaging and power, by investing PLN ~1.5bn over an almost decade-long period. As a majority owner of Rottneros, Arctic Paper also has synergistic exposure to pulp revenues. The company's long-term strategy is to reduce the volatility of its earnings by diversifying into the margin-accretive packaging and power segments.

Länk till analysen i sin helhet: https://cr.abgsc.com/contentassets/c66a417db28441fcb0d0bf26f66793c7/pdf/highway-to-diversification.pdf

Nyheter om Arctic Paper

Läses av andra just nu

Innehåller annonslänkar. Investeringar innebär risk (se här)

Tips: 50% rabatt hos fondroboten Opti

Dags att komma igång med sparande? Fondroboten Opti erbjuder en populär spartjänst som är perfekt för regelbundet månadssparande. Just nu får nya kunder som använder Börskollens unika kampanjkod BORSKOLLEN50 automatiskt 50 % rabatt på Optis avgift i 3 månader!