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SUZ - Suzano Still Growing EBITDA Although Costs Are Catching Up
Suzano Papel e Celulose S.A. American Depositary Shares
Trend analysis might not be the best way to do things, but with our longitudinal view on Suzano, we think we see costs catching up and potentially turning the cycle.
Suzano has been benefiting in EBITDA growth for a while now because of elevated pulp prices, but other types of inflation exacerbated by the Ukraine war are slowing growth down.
With the rate hike environment coming next, we think that the wedge between cost and price could start to enter the downcycle.
Suzano is very low-cost and well-positioned, but we're glad that we're out of this position now.