UPMKF News and Press, UPM - Kymmene Corp. From 10/24/23

2023-10-24 08:16:21 ET Summary Suzano has seen a 16.5% increase in its stock price since my previous article. Suzano will release its third-quarter 2023 results on October 26 and hold an annual investor day the next day. In this article, I assess how our investment thesis has ...

2023-10-13 13:36:46 ET Summary UPM-Kymmene is growing pulp production by over 50% and expanding capacity in other areas of their business. Energy and pulp prices have declined, putting pressure on EBIT evolutions, but volume increases are offsetting some of the negative impacts. ...

2023-08-03 03:53:07 ET Summary UPM Kymmene's 2Q23 results showed lower sales and a significant decline in earnings, but the company's long-term growth projects and optimizations are on track. The company is facing challenges in key segments due to destocking and inventory rational...

2023-07-25 12:52:06 ET UPM-Kymmene Oyj (UPMKF) Q2 2023 Earnings Conference Call July 25, 2023 06:15 AM ET Company Participants Jussi Pesonen - CEO Tapio Korpeinen - CFO Conference Call Participants Justin Jordan - Davy Research Robin Santavirta - Carn...

2023-06-28 08:08:41 ET Summary Suzano S.A. is the leader in the pulp and paper industry, as demonstrated by my in-depth analysis of its margins and rates of turn. However, SUZ trades at a significant discount relative to both industry peers and its estimated intrinsic value, and t...

2023-05-07 23:47:06 ET Summary It's a bold move or statement to call a company one of the "best", especially when that company does not boast class-leading or high-percentile margins. UPM does have excellent profitability, but its appeal is mixed from a myriad of different root ca...

2023-04-26 13:25:33 ET UPM-Kymmene press release ( OTCPK:UPMKF ): Q1 GAAP EPS of €0.33. Revenue of €2.78B (+10.8% Y/Y). Comparable EBIT grew by 29% to EUR 356 million, 12.8% of sales (277 million, 11.0%) Delivery volumes were impacted by destock...

2023-04-25 18:15:49 ET The following slide deck was published by UPM-Kymmene Oyj in conjunction with their 2023 Q1 earnings call. For further details see: UPM-Kymmene Oyj 2023 Q1 - Results - Earnings Call Presentation

2023-04-25 18:15:04 ET UPM-Kymmene Oyj (UPMKF) Q1 2023 Earnings Conference Call April 25, 2023 06:15 AM ET Company Participants Jussi Pesonen - CEO Tapio Korpeinen - CFO Conference Call Participants Lars Kjellberg - Credit Suisse Justin Jordan - Davy ...

Summary I haven't written about UPM in some time - but the time has come to revisit this, one of the most attractive Finnish forestry companies out there. The company has seen a more than doubling of the S&P 500 return since my last article - and that was even buying the business at...