SUZ News and Press, Suzano Papel e Celulose S.A. American Depositary Shares From 02/14/22

Average net pulp prices continue to rise, with all EBITDA contributions coming from price increases with volumes YoY and QoQ stable. While 2020 provides challenging comps, the 2021 situation still shows improvement with all end-markets firing on all cylinders. Slight impact on vol...

Suzano S.A. (SUZ) Q4 2021 Earnings Conference Call February 10, 2022, 08:00 AM ET Company Participants Marcelo Bacci - Financial and IR Executive Officer Walter Schalka - Chief Executive Officer Fabio Almeida - Executive Officer, Paper and Packaging Leonardo Grimaldi - Executive Officer, Comm...

The following slide deck was published by Suzano S.A. in conjunction with their 2021 Q4 earnings call. For further details see: Suzano S.A. 2021 Q4 - Results - Earnings Call Presentation

Suzano S.A. press release (NYSE:SUZ): Q4 ended 2021 with record levels of operating cash generation of R$18.8B. For 2022, the company has approved investment of R$13.6B. Adjusted EBITDA, another important company performance indicator, stood at a record R$23.5 billion driven by an unprec...

Suzano , the world’s leading eucalyptus pulp producer and a global benchmark in the manufacture of bioproducts developed from eucalyptus, ended 2021 with record levels of operating cash generation of R$18.8 billion. The annual results demonstrate Suzano’s resilienc...

The bear market's onset will be dependent on inflation, which is related on one hand to geopolitical factors in the immediate future, but also to assumptions about the economy. We think that the potential Russian invasion of Ukraine could cause a bear market on the basis that it would...

The stock market correction is coming from real uncertainties in the market, that is the Ukraine invasion, which will have serious ripple effects on the global economy. Commodities could fly, together with logistics, which are already costing a lot, which are all already being pushed ...

When investing in speculative industries such as novel renewable technologies, it is often best to be well diversified across many bets. Therefore, earlier in the year, I decided to use ERTH as my choice for a broad-spectrum renewable technology investment. Obviously, the fund sti...

While chemical companies tend to be attractive due to substantial intermediate exposures, which are inflation hedged, Eastman Chemical has some exposures that could suffer. Automotive will continue to be a beleaguered market upon which they substantially rely for around 25% of EBIT. ...

The net debt declines 10% since last quarter, proving Suzano as an effective personal LBO. The EBITDA and cash flow generation have grown massively YoY, reaching record levels. Another three years of this is reasonable, and with the low multiple, those three years almost cover the...