SUZ News and Press, Suzano Papel e Celulose S.A. American Depositary Shares From 05/05/22

The following slide deck was published by Suzano S.A. in conjunction with their 2022 Q1 earnings call. For further details see: Suzano S.A. 2022 Q1 - Results - Earnings Call Presentation

Result underlines company's robust financial strength despite a sharp increase in input costs and a strengthening of the Real Suzano , one of the world’s largest integrated pulp and paper producers, announces its first quarter results for 2022 (1Q22) with Adjusted...

Suzano S.A. (B3: SUZB3 | NYSE: SUZ) informs that its 2021 Annual Report on Form 20-F was filed today with the U.S. Securities and Exchange Commission. Holders of the Company’s equity securities can receive hard copies of the Annual Report, including its audited financial stat...

We sold Suzano at recent highs at the Value Lab, where a couple of principled thoughts made us think that the good times might be coming to a temporary end. Everything runs in cycles, especially cyclicals, and with pulp prices maintaining and even moving ahead of highs, we worry that ...

Due to market volatility, let's step away from direct recommendations to take a look at the broader market. This series will be focusing on green and circular investments across the market that are typically under-appreciated for their sustainable and healthy qualities. I will beg...

We update Suzano followers on a note on its economics with respect to the Ukraine invasion. At this point, sanctions are expected on Russia. While unsure of what they might be, it's fair to assume their exports will come under major fire. Russia exports 10% of the world's timber, ...

Markets are definitely seeing a slowdown in exuberant activity, with the activity in M&A and also results in tech being our favourite leading indicators. Inflation is also a concern to investors and the economy, and could result in a bear market if it continues to run rampant. ...

The Fed often seems to consider the market a leading indicator of the economy, and therefore it factors into their decisions. If the market turns sour, likely due to a combination of factors ultimately leading back to inflation, Fed rate hikes will likely happen with more conviction t...

Inflation is persisting, with the Fed having made clear plans to dial back monetary policy to deal with it. While the language of it being transient is being retired, we continue to believe that this is a supply side problem that hasn't been given a chance to resolve itself. Short...

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...