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Svenska Cellulosa SCA AB (SCAb.ST): Expect Stronger2H; Improvement largely priced in-20260727
花旗· 2026-07-27 17:07
Action | 27 Jul 2026 04:17:35 ET │ 14 pages Svenska Cellulosa SCA AB (SCAb.ST) Expect Stronger 2H; Improvement largely priced in CITI'S TAKE SCA's outlook has turned more constructive post 2Q. Management highlighted improving demand in containerboard markets, with multiple kraftliner price increases implemented during the quarter that are expected to be fully reflected in 2H26, while box inventories have normalized and demand is recovering. Offsetting this, pulp and wood products remain challenging due to w ...