contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


metsa-board-oyj-invitation-to-conference-call-and-webcast-presentation-of-metsa-board-corporations-half-year-financial-report

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Metsä Board is a manufacturing company active in the paper and pulp industry. The company is a manufacturer of cartons made of forest fiber. The products are used for consumer and food products. In addition to the production of cartons, the company offers services related to technical analysis and design development. The company is most active in the European market. Metsä Board´s head office is located in Espoo, Finland.

This issue of raw wood prices in Finland will only be resolved if 1) a couple of medium-sized pulp mills and a few sawmills/plywood factories are closed domestically, or 2) wood starts coming from Russia again. Otherwise, I agree with Jekkku, those are the endangered pulp mills. It will be interesting to see how long the management of pulp companies believes in better times and runs factories at 70-80% utilization rates. It’s worth noting that the price of wood in Finland has decreased due to reduced demand from factory shutdowns. When pulp demand picks up, the price of pulpwood will skyrocket again. Solutions to the profitability crisis are still ahead.

It certainly looks grim, fortunately, however, the price of wood has already come down. Reportedly, in addition, cardboard has also started to flow from China to Europe in increasing amounts, which creates even more price pressure. Next, will the operations finally cease for good from Joutseno, Uimaharju, Kaukas, or even Anjala?

This 2025 pulp price curve doesn’t give much cause for celebration. Additionally, over the weekend, news came that the economy in the price-leading region, namely China, is struggling badly. Is the pulp producers’ elimination game truly beginning?

publish.ne.cision.com              ViewReleaseInStandardHtml                              UPM is launching UPM Circular Renewable Black™ pigment, a groundbreaking innovation that redefines the role of black color in sustainable packaging. UPM Circular Renewable Black is the world’s first bio-based and carbon-negative\[1\] pigment that can be identified by near-infrared (NIR) radiation. It enables premium packaging that combines top-tier design, full recyclability, and strong, responsible performance. Black packaging has long been considered a challenge for recycling, as fossil-based carbon black prevents optical sorting in NIR systems, making packaging virtually invisible in recycling facilities. UPM Circular Renewable Black changes the situation. The pigment is made from renewable lignin and is certified according to independent certification systems (FSC\[2\], PEFC\[3\], ISCC Plus). The pigment offers an iconic deep black shade, full NIR detectability, and a carbon-negative footprint, enabling brands to adopt circular economy-supporting and climate-positive packaging solutions. UPM Circular Renewable Black is part of UPM’s portfolio of carbon-negative solutions, which will be produced at the company’s 1.3 billion euro biochemicals plant in Leuna, Germany. The plant is Europe’s largest industrial-scale investment in biochemical production. It converts sustainably sourced hardwood into next-generation biochemicals and accelerates the transition from fossil-based solutions to renewable materials across various industries.

As a forest owner, I wouldn’t be overly concerned about this UPM situation. Let’s hypothetically assume that the new JV would close the Kirkniemi paper mill, meaning a capacity reduction of 575,000 tons per year. This multiplied by 3, meaning a reduction in raw wood demand of 1,725,000 cubic meters of wood per year. However, that’s only about 5% of fiberwood consumption in Finland. Of course, it would affect the price of raw wood, but less than the imported wood brought from Russia back in the day.

Comparing the change over a 10-year period, production has decreased and revenue has increased: UPM revenue 2024: 10.3 billion (2014: 9.9) Products 2024: 10.1 Mt + 1.7 Mm3 (2014: 13 Mt + 2.1 Mm3) Sources: https://www.upm.com/siteassets/investors/reports-and-presentations/2024/upm-vuosikertomus-2024.pdf and https://www.upm.com/siteassets/investors/reports-and-presentations/2014/upm_vuosikertomus_2014.pdf If one disregards those tonnes and cubic meters and instead looks at their relative figures, revenue has increased by 33% in ten years. However, inflation has eroded 26% of that (EUR Inflation Calculator - Euro (2014-2025)). Still, 7% better. Are the chosen years the best possible for comparison, as revenue and production vary? It would be nice to see a similar comparison for other companies as well.

My memory of the early 2010s is different. I remember Pesonen saying directly that newsprint machines would not be converted or renewed, but rather run to their end, and the resulting cash flow would be used to develop new businesses. UPM thus made a different strategic choice than SE and MG. At that time, the largest ongoing projects were the refining of biofuels in Lappeenranta as a completely new business, and the expansion/diversification of pulp production in the Uruguay project. In addition, Pesonen strongly emphasized UPM’s transformation from a bulk paper producer to a high-tech company. Previously, UPM registered only a few patents a year; in the early 2010s, the number rose, I don’t remember exactly, perhaps 20-fold? Hindsight is, of course, always the best wisdom, and it is clear that innovations in the forest sector will largely continue to depend on political guidance – that is, in practice, whether producers of replaceable products (such as traditional cotton producers in the case of wood-based textile fibers) have to pay for the negative external effects they cause, or not. Politicians often decide for political reasons that they do not have to. In such cases, high-tech solutions from the forest industry cannot compete economically. This has also happened to a very large proportion of forest industry innovations since the early 2010s. I don’t know which year in the early 2010s was referred to here, but in my memory, Pesonen’s view on the future of printing papers was no more optimistic than others’. Surely many expected some kind of recovery, but the depth and permanence of the decline came as a surprise. On the other hand, at the societal level, we expected until about 2020 that the economy would soon enter strong growth after the 2008 crisis, as had always happened before. Now a huge number of people have appeared who, of course, immediately saw that economic growth like before was never going to happen. Hindsight is always easiest.

Metsä Board

Metsä Board Corporation Investor News 13 July 2023Metsä Board Corporation will publish its January-June 2023 half-year financial report on Thursday, 27 July 2023 at 12:00 noon EEST.CEO Mika ...

<div class="abstract">Metsä Board Corporation Investor News 13 July 2023</div>Metsä Board Corporation will publish its January-June 2023 half-year financial report on Thursday, 27 July 2023 at 12:00 noon EEST.CEO Mika Joukio and CFO Henri Sederholm will present the half-year financial report in a conference call and webcast on the same day at 3:00 p.m. EEST.The presentation material will be available at <a href="https://www.metsagroup.com/metsaboard/investors/">https://www.metsagroup.com/metsaboard/investors/</a> and at <a href="https://metsaboard.videosync.fi/2023-q2&nbsp;(https://metsaboard.videosync.fi/2023-q2%20)">https://metsaboard.videosync.fi/2023-q2&nbsp;(https://metsaboard.videosync.fi/2023-q2%20)</a> before the start of the conference call.To ask questions, join the conference call by registering on the following link: <a href="https://palvelu.flik.fi/teleconference/?id=10010168">https://palvelu.flik.fi/teleconference/?id=10010168</a>.By dialling into the conference call, the participant agrees that personal information such as name and company name will be collected. The conference call will be recorded. The recording and a transcript will be published later on Metsä Board's website.METSÄ BOARD CORPORATION