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
            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
    }
  }
}


arctic-paper-more-paper-cuts-rottneros-profit-warning-abg

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Arctic Paper är verksamt inom pappersindustrin och fokuserar på tillverkning och distribution av högkvalitativt papper för tryck och förpackningar. Bolagets produkter riktar sig till förlag, tryckerier och företag som behöver papper för olika ändamål. Verksamheten är global med en huvudsaklig närvaro i Europa, Nordamerika och Asien. Arctic Paper grundades 1740 och har sitt huvudkontor i Poznań, Polen.

Arctic Paper

* Rottneros Q4 EBITDA of SEK -180m vs. our SEK -80m * Challenging markets for Rottneros and Arctic Paper * Far-sighted is better than myopic Rottneros PW: "Significantly weaker" Q4 Late yesterday...

* Rottneros Q4 EBITDA of SEK -180m vs. our SEK -80m * Challenging markets for Rottneros and Arctic Paper * Far-sighted is better than myopic Rottneros PW: "Significantly weaker" Q4 Late yesterday evening, Rottneros published a profit warning. The company now estimates Q4 EBITDA of SEK -180m, which compares to our estimate of SEK -80m and SEK 10m in Q4'24. Rottneros comments on a continued weak market and lower realised prices. Lower pulpwood costs has materialised in the P&amp;L, however not enough to counteract the lower pulp prices in SEK. The earlier implemented savings program is reportedly going according to plan, and had full impact during Q4 (annual savings of SEK 45m). Note that Q4 also was affected by maintenance at Vallvik (guided SEK 70-80m impact on income). Challenging markets for Rottneros and Arctic Paper The pulp market has suffered from increased uncertainty and geopolitical tensions the last year, but there's been a gradual improvement in data points for the sector recently (wood, pulp). Macro growth is weaker though. Wood costs will drop into '26 on the back of higher stocks. Nordic pulpwood prices are down 20-25% since the peak in mid-'25. Suzano has hiked hardwood prices five times, or +20%. Our in-house pulp price models point up for '26 due to a better utilisation rate (89%) and a weaker USD. Chinese integrated pulp capacity could cap the upside though when prices rise above the cash cost levels in China. The paper market is more problematic due to weak utilisation rates vs historical averages. Paper is at 75-80% vs 89% (there are 4% supply cuts in '26, but we need 3 mill t cuts to get back to the historical level). Far-sighted is better than myopic The market will remain challenging for some time, but far-sighted is better than myopic. The P&amp;P market has its short term issues, but pulp prices are already below the marginal producers' cash cost (typically not long-lasting) and paper capacity cuts could follow post UPM x Sappi JV completion. The group will also likely see tailwinds once lower wood prices takes hold.