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Essity (essityb.ST): Oil relief lifts forecasts, but margin risks persist; Neutral-20260624
高盛· 2026-06-24 11:14
24 June 2026 | 12:37AM BST Equity Research Essity (ESSITYb.ST) Oil relief lifts forecasts, but margin risks persist; Neutral ESSITYb.ST 12m Price Target: Skr270.00 Price: Skr270.40 Downside: 0.1% Oil relief lifts our forecasts, does not resolve the near-term margin debate. Since our last update, oil prices have fallen 30%, easing pressure across petrochemical, energy, and fuel inputs, while pulp prices have continued to edge modestly higher. On balance, we now expect mid-single-digit unit cost inflation in ...