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
  createdAt
  changedAt
  isPremium
  authors {
    __typename
    name
    pageUrl
    id
  }
  companies {
    name
    id
  }
  tags {
    name
    id
  }
  ... 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
      researchContentUrl
    }
    ... 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
  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-metsa-board-corporation-managers-transactions-makimattila-mikko-3

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

changedAt

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.

Here is a company report on Stora Enso from Viljakainen.  In our view, the overall picture of Stora Enso’s Q1 report was fairly neutral, even though the risk level related to the operating environment is somewhat elevated. Following the report, we only slightly lowered our net profit forecasts for Stora Enso for the coming years, mainly due to interest expenses on the company’s recent hybrid loans. From an earnings perspective, we do not believe Stora Enso’s share is priced particularly attractively, but we see underlying value in the balance sheet (Q1’26 TOT P/B 0.7x). The share is also inexpensive relative to the long-term sum-of-the-parts valuation, and the planned demerger could unlock this undervaluation.                   Inderes              Stora Enso Q1'26: Taseen hinta on valunut houkuttelevaksi - Inderes    Tulospohjaisesti Stora Enson osake ei ole mielestämme huomattavan houkuttelevasti hinnoiteltu, mutta taseessa piilee mielestämme kuitenkin arvoa (Q1’26 TOT P/B 0,7x). Myös pidempää aikaväliä katsovaan osien summaan nähden osake on edullinen, ja...

Here are Antti’s quick comments on Stora Enso’s Q1 results.  Stora Enso released its Q1 report this morning, which proved to be operationally better than market fears regarding the Q1 result. Stora Enso does not provide earnings guidance, and in its Q2 outlook, the company continued to emphasize the difficult market environment and new cost pressures created by geopolitical uncertainty. We also estimate that the loss from the Oulu consumer board machine is not narrowing significantly during Q2. According to our preliminary interpretation, the report does not create at least significant upward pressure on our or the consensus near-term forecasts, despite the Q1 operational result being better than market expectations.                   Inderes – 7 May 26              Stora Enso Q1'26 -pikakommentti: Vaisu näkymä laimentaa Q1:n konsensusylitystä...    Odotuksia vahvemmat toimitusmäärät siivittivät Q1-tulosta, mutta johto ennakoi kustannuspaineiden kasvavan Q2:lla.

that’s what I wrote regarding this thread, isn’t it?

As a counterargument, one could defend such a common chemical forest industry chain, as basic industry companies are cyclical and significantly dependent on external conditions as well as the actions of competitors.

There is a separate thread for Stora at Stora Enso sijoituskohteena - #83 käyttäjältä Sierain , it would be good if UPM and Metsä also had their own threads for company-specific discussions, while this thread could be for general discussion.

Here are Viljakainen’s pre-game thoughts, as Stora Enso reports its results tomorrow.  We expect the company’s operational result to have remained at a modest level, even though a slight upward trend is observable in certain areas. The market situation has remained challenging, especially in industrial businesses, and the ramp-up of the Oulu consumer board machine has likely continued to weigh on the figures. Stora Enso has no valid guidance in place, so the main focus of the report will be on the market outlook, over which the macro reflections of the Middle East crisis are casting dark clouds at the very least.                   Inderes – 6 May 26              Stora Enso Q1'26 -ennakko: Tulostaso pysynee vaatimattomana ylösajon ja...    Ennustamme oikaistun liikevoiton laskeneen 10 % Oulun tehtaan ylösajon ja vaisun kysynnän painamana.

New plywood company WISA pulls a “Mandatum” - but only halfway? The arrival of a new plywood company on the Hesuli (Helsinki Stock Exchange) listings from under UPM’s wing might not be just an ordinary day. Based on current information, UPM shareholders will receive a slice of WISA shares according to their ownership. The problem is that many of UPM’s owners are multinational institutional entities that primarily hold large-cap companies in their portfolios. Will they be interested in a small-cap company? UPM is in many index portfolios, but WISA likely won’t be to the same extent. When Mandatum split from Sampo—in the same manner as WISA from UPM—the result was a massive wave of selling for the reasons mentioned above. Shares were being offloaded “head wet” (frantically), as noted on this forum . The share price sank accordingly. Since then, however, Mandatum’s path on the stock exchange has been paved with gold. The company has large reserve funds in its vaults, which are distributed to shareholders as some of the market’s best dividends—for years to come. Secondly, “Manta” has a strong grip on the expanding wealth management industry and has been able to present impressive growth figures. WISA doesn’t have fairytale dividends to distribute, nor can it show strong growth figures. Consequently, the “frantic offloading of shares” is at risk of happening, but the kind of antidotes Mandatum had are not available. It was surprising that in UPM’s press release, the justifications for creating WISA weren’t really presented. And against the aforementioned background, it’s worth asking how the most important task of a limited company—increasing shareholder value—is being handled here? The risk is obvious that it could go the other way. Of course, for a long-term owner, a temporary dip in the share price might not matter much, and if the price gets low enough, one could even top up their position. Still, UPM ought to come forward and properly justify why this move is being made. Specifically from the perspective of shareholder value creation.

Metsä Board

Metsä Board Corporation Managers' transactions 5 May 2026 at 2:00 p.m. EESTThe Annual General Meeting of Metsä Board Corporation held on 19 March 2026 decided that approximately one half of ...

Metsä Board Corporation Managers' transactions 5 May 2026 at 2:00 p.m. EESTThe Annual General Meeting of Metsä Board Corporation held on 19 March 2026 decided that approximately one half of the Board's annual remuneration is paid in the Company's B-series shares. Pursuant to such decision, the following shares have been acquired for and on behalf of the Board member Mikko Mäkimattila:Metsä Board Corporation - Managers' transactions - Mäkimattila____________________________________________Person subject to the notification requirementName: Mäkimattila, MikkoPosition: Member of the Board/Deputy memberIssuer: Metsä Board CorporationLEI: 743700KKB8Q035K38488Notification type: INITIAL NOTIFICATIONReference number: 743700KKB8Q035K38488_20260505084053_101____________________________________________Transaction date: 2025-05-04Venue: XHELInstrument type: SHAREISIN: FI0009000665Nature of the transaction: RECEIPT OF A SHARE-BASED INCENTIVETransaction details(1): Volume: 11426 Unit price: 0.00 EURAggregated transactions(1): Volume: 11426 Volume weighted average price: 0.00 EURMETSÄ BOARD CORPORATIONFurther information:Katri Sundström, VP, Investor Relations, tel. +358 10 462 0101 Eeva Impiö-Loimaala, General Counsel, tel. +358 44 040 3877<div></div>