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
  createdAt
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
    forum {
      threadUrl
    }
    defaultInstrument {
      symbol
      id
    }
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  createdAt
  changedAt
  isPremium
  authors {
    __typename
    name
    pageUrl
    id
  }
  companies {
    name
    pageUrl
    id
  }
  tags {
    name
    id
  }
  ... on Video {
    liveTime
    videoUrl
    videoEmbedUrl(location: "inderes")
  }
  ... on Webcast {
    liveTime
    videoUrl
    videoEmbedUrl(location: "inderes")
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        threadUrl
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        symbol
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
      researchContentUrl
      researchContent {
        title
        lang
        pdfUrl
        relatedContent {
          __typename
          ...PublishingDetails
          ...Reactions
          id
        }
        content {
          title
          lang
          htmlBody
          publishedAt
          createdAt
          changedAt
          isOutdated
          isPremium
        }
      }
    }
    ... 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
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
        }
      }
      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
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
}

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
    }
  }
}


sca-updates-mtn-programme-and-publishes-prospectus

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

changedAt

SCA is a Swedish company active in the forest industry, wood and paper production, as well as renewable energy and biofuels. The company processes raw materials from forests into products such as wood products, pulp, paper and bioenergy. The company also offers services to forest owners. SCA operates in markets globally, through exports and partnerships. The company was founded in 1929 and is headquartered in Sundsvall, Sweden.

Q1 2026 is out and, given the economic situation, one can only state that there isn’t much to write home about. Except for one footnote of a footnote, italics at the end are my own: “January–March 2026 compared with January–March 2025 Revenue increased 10% to SEK 662m (603). Higher selling prices and higher delivery volumes had a positive impact on revenue. EBITDA increased 54% to SEK 206m (134). The EBITDA margin was 31.1% (22.2). The increase was primarily related to higher electricity prices, commissioning of Fasikan and higher prices in the liquid biofuels business.” The upcoming quarters will be quite interesting as all possible fuel is being sourced to keep planes in the air.            sca.com              20260424-interim-report-q1-2026-en-0-5349777.pdf    1060.98 KB

SCA Q2/2025 is out, and SCA published quite acceptable figures. Compared to Finnish forest companies, SCA is interesting because the company has completely ceased the production of printing papers. In addition, SCA is involved in SAF fuels together with ST1. The stock price has been stagnant for years, the longer the base… In my opinion, the company’s valuation doesn’t look bad at all, especially if one assigns any option value to the biofuel business.            sca.com              20250725-half-year-report-q2-2025-en-0-5182247.pdf    1086.63 KB

Anything new with the Swedish cellulose division?  Svenska Cellulosa AB SCA..

SCA’s share price is around SEK 115. Nordea estimates the per-share value of SCA’s forest assets, covering over two million hectares, to be SEK 99, or about 86% of the share’s value. This suggests there might still be some upside potential for the actual business, even though the share has performed much better than average during the coronavirus turmoil. SCA has a lot of room for improvement in return on equity.

Could I get a comparison to Norske Skog as well, please? You can choose the perspectives, but you would do that anyway.  Yeah, people here are shouting without considering distance and time.

From the SCA section title: Didn’t SCA specifically spin off its tissue business (Essity) and now only operates in other paper & pulp areas?

Svenska Cellulosa Aktiebolaget SCA (publ) on May 8, 2018 established a Medium Term Note program (MTN) with a loan framework amounting to SEK 8 billion. In connection with the annual update in...

<div class="abstract">Svenska Cellulosa Aktiebolaget SCA (publ) on May 8, 2018 established a Medium Term Note program (MTN) with a loan framework amounting to SEK 8 billion. In connection with the annual update in 2026, SCA's Board of Directors has resolved to increase the borrowing limit from SEK 8 billion to SEK 12 billion to ensure flexibility and diversification in the financing.</div>Up to and including June 11, 2026, SCA has issued SEK 9.95 billion under the MTN program, of which SEK 6,5 billion is outstanding.The updated the base prospectus has on June 11, 2025, been approved by the Swedish Financial Supervisory Authority. The updated base prospectus will be available via the web sites of the Swedish Financial Supervisory Authority (www.fi.se) and SCA (www.sca.com). Hard copies may be obtained at SCAs head office in Sundsvall.&nbsp;For further information, please contact:SCA press office +46 60 19 33 01 Andreas Ewertz, CFO, +46 60 19 31 97<div></div>

SCA updates MTN programme and publishes prospectus

SCA updates MTN programme and publishes prospectus