Forest asset ownership has been a blessing in disguise for the Swedish firms, and the same is now true for Stora Enso – which in recent years had been adding to its forestry capabilities. While the pandemic has rekindled concerns with respect to conventional paper, it has definitely been a boon for the pulp and packaging businesses. Hence, in the current environment, we believe that Stora is a stock worth deliberating, even after its major rebound from post-COVID-19 lows.
14 Sep 2020
Stora Enso’s investment case
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Stora Enso’s investment case
Stora Enso Oyj Class R (STERV:HEL) | 0 0 1.8% | Mkt Cap: 11,103m
- Published:
14 Sep 2020 -
Author:
Varun Sikka -
Pages:
3
Forest asset ownership has been a blessing in disguise for the Swedish firms, and the same is now true for Stora Enso – which in recent years had been adding to its forestry capabilities. While the pandemic has rekindled concerns with respect to conventional paper, it has definitely been a boon for the pulp and packaging businesses. Hence, in the current environment, we believe that Stora is a stock worth deliberating, even after its major rebound from post-COVID-19 lows.