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 CompanyTagList on Company {
  pageUrl
  name
  viewerIsFollowing
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    ...CompanyTagList
    id
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls {
    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
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      defaultInstrument {
        isin
        id
      }
      id
    }
    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
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    id
    name
    viewerIsFollowing
    defaultInstrument {
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      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
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


stora-enso-cyclical-risk-haunts-even-though-guidance-increased

__typename

title

isPremium

lang

htmlBody

companies

createdAt

publishers

authors

reactionGroups

pageUrl

alternatePageUrls

imgUrl

description

Head of Research

Antti Viljakainen

Stora Enso is a global forest industry group. The business segments include the production and development of newsprint and book paper, consumer boxes, industrial packaging and other wood products. The group is active on a global level with the largest presence in Europe and North America. The company was founded in 1998 at the merger of Finska Enso and Swedish Stora Kopparbergs Bergslags Aktiebolag. The head office is located in Helsinki.

Stora Ensos aktie rekommenderas att minska med ett riktpris på 11,50 euro. Q2-rapporten motsvarade förväntningarna, men kortsiktiga prognoser har justerats något nedåt. Aktiekursen inkluderar redan tillräckligt med förväntningar på vinsttillväxt, men trots risker är nedsidan begränsad eftersom bolagets balansräkning är stark och vinsttrenden är uppåtgående. Det finns också kvalitativ analys om företaget nedan.                    Inderes              Stora Enso Q2'24: Balanced level of earnings growth expectations priced in -...    Overall, the company's Q2 report was fairly neutral compared to our expectations, although we have made moderate negative changes to our near-term forecasts.

Antti Viljakainen har gjort en ny företagsrapport om Stora Enso.                    Inderes              Stora Enso: Not out of the woods yet - Inderes    The Q4 report offered no major negative surprises and no clear prospect of a recovery in the market situation. We made negative revisions to our forecasts for the current year, but in the longer term the changes were small.

Stora Ensos konkurrent släppte sina resultat för det fjärde kvartalet, vilket möjligen ger någon insikt i hur branschen har presterat.                    Inderes              Billerud kicks off the Nordic forestry earnings season with a sluggish...    Overall, we think that Billerud's Q4 report was bearable given the difficult market conditions, and the report indicates that the bottom of the earnings cycle seems to be behind us, as expected. However, market conditions in the forest sector are not...                             Billerud, the Swedish competitor of Stora Enso and Metsä Board, published its Q4 report this morning. Overall, we think that Billerud’s Q4 report was bearable given the difficult market conditions, and the report indicates that the bottom of the earnings cycle seems to be behind us, as expected. However, market conditions in the forest sector are not showing any rapid and drastic signs of normalization, which keeps uncertainty high about the major earnings improvement expectations that we believe are loaded into forest stocks in the Nordic packaging sector.

Stora Ensos delårsrapport för det tredje kvartalet speglade en utmanande marknadsmiljö, och företaget ser endast begränsade positiva utsikter på kort sikt. Aktiekursens nedgång har följt företagets kontinuerliga försämring av lönsamheten under 2023, och även om aktien verkade återhämta sig något tidigt på hösten, vände den åter nedåt i början av resultatperioden. Svag efterfrågan och låga priser påverkar fortfarande alla företagets segment, och Stora Enso förväntar sig en betydande minskning av det operativa rörelseresultatet under 2023. Under ledning av den nya VD:n Hans Sohlström strävar företaget efter att vända lönsamheten uppåt. Många ser något positivt i aktien efter nedgången, kanske börjar företagets utsikter sakta förändras och aktien verkar vara billig?

Här är en färsk aktieanalys av det stora företaget Stora Enso                    Inderes — Connecting Investors and Companies              Stora Enso: Not yet convinced of the rationale for optimism    Following the company's weak Q3 report, our near-term estimate revisions for Stora Enso were small but negative.

Here would be a new analysis of Stora Enso.                    Inderes — Connecting Investors and Companies              Stora Enso: Return to the mood of the financial crisis    We reiterate our Reduce recommendation and target price of EUR 11.50 for Stora Enso. The company reports its Q2 results on Friday. We have significantly cut our estimates for Stora Enso, especially for the current year, due to the gloomy market...

Stora Ensos aktie har sjunkit mycket. Framtiden för förpackningsverksamheten ser bra ut, och dessutom har Stora Enso en stark position inom detta område. Det finns ännu fler nya produkter på kommande och lönsamheten har förbättrats och verkar bli ännu bättre. Allt möjligt har redan beaktats i det sjunkande aktiepriset. Är priset enligt analytikerna nu relativt rimligt…? Eller har utsikterna försämrats under de senaste månaderna? Tack på förhand för svaren!

Stora Enso

Stora Enso issued a positive earnings revision yesterday for the current year, but the expected revision did not change estimates much. We feel the risk of Stora Enso’s cyclical earnings peak...

<p>Stora Enso issued a positive earnings revision yesterday for the current year, but the expected revision did not change estimates much. We feel the risk of Stora Enso’s cyclical earnings peak approaching is significant, which we believe the market is increasingly nervous about as economic growth slows down and inflation wreaks havoc. Thus, we do not see purchases worth the risk at the moment, even if the company's valuation is not unreasonable. </p> 

	2021	22e	23e
Revenue	10,164.0	11,405.9	10,613.1
growth-%	18.84 %	12.22 %	-6.95 %
EBIT (adj.)	1,528.0	1,893.7	1,351.6
EBIT-% (adj.)	15.03 %	16.60 %	12.73 %
EPS (adj.)	1.56	1.77	1.23
Dividend	0.55	0.65	0.70
Dividend %	3.41 %	6.95 %	7.49 %
P/E (adj.)	10.31	5.28	7.63
EV/EBITDA	6.70	4.19	5.18

Stora Enso: Cyclical risk haunts even though guidance increased

Stora Enso

Key Estimate Figures2022-06-13

Stora Enso

Key Estimate Figures2022-06-13

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