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home / news releases / MONDF - PCA's Lacking Vertical Integration Makes Them More Sensitive To The Pulp Rally

MONDF - PCA's Lacking Vertical Integration Makes Them More Sensitive To The Pulp Rally

Mondi Plc Ord
  • Packaging Corporation of America will get smashed in coming quarters, thanks to higher chemical and pulp costs, with no forest ownership as a hedge.
  • There is demand side support, but we expect substantial hits to the margin to outpace it.
  • The postponed outages are likely to be executed now as maintenance is relatively attractive, while input costs are high.
  • We think that PKG is a sell at these levels, and we will wait for lower prices.

For further details see:

PCA's Lacking Vertical Integration Makes Them More Sensitive To The Pulp Rally
Stock Information
Company Name: Mondi Plc Ord
Stock Symbol: MONDF
Market: OTC
Website: mondigroup.com
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