Mayr-Melnhof Karton remains a beneficiary of strong demand in focus markets. While acquisitions helped expedite market opportunities being targeted in a better manner, cost challenges have been increasing since 2021. And now with geo-political uncertainties, the cost situation has complicated further. But the good part is that demand remains solid and, hence, creates an apt platform to pass on (some) cost burdens to customers. While some near-term moderation of estimates seems inevitable, MMK re ....
16 Mar 2022
Promising top-line dynamics (for now) scarred by cost challenges
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Promising top-line dynamics (for now) scarred by cost challenges
Mayr-Melnhof Karton remains a beneficiary of strong demand in focus markets. While acquisitions helped expedite market opportunities being targeted in a better manner, cost challenges have been increasing since 2021. And now with geo-political uncertainties, the cost situation has complicated further. But the good part is that demand remains solid and, hence, creates an apt platform to pass on (some) cost burdens to customers. While some near-term moderation of estimates seems inevitable, MMK re ....