26 Apr 2024
One step forward, two steps back
Q1: 9% beat, but Kemi shutdown to weigh on Q2. Early-cyclicals improve, late-cyclicals to follow. Kemi and Husum projects could add >50% to EBIT. HOLD.
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One step forward, two steps back
Metsa Board Oyj Class B (METSB:HEL) | 0 0 2.6% | Mkt Cap: 2,576m
- Published:
26 Apr 2024 -
Author:
ABGSC Pulp & Paper Research | Martin Melbye | Ali Shemmari -
Pages:
47 -
Q1: 9% beat, but Kemi shutdown to weigh on Q2. Early-cyclicals improve, late-cyclicals to follow. Kemi and Husum projects could add >50% to EBIT. HOLD.