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: 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
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
      id
    }
    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
          }
          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
    }
  }
}


arctic-paper-miss-on-paper-higher-costs-and-soft-demand-abg

__typename

title

isPremium

lang

htmlBody

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Arctic Paper operates in the paper industry and focuses on the manufacture and distribution of high-quality paper for printing and packaging. The company's products are aimed at publishers, printers and companies that need paper for various purposes. The business is global with a main presence in Europe, North America and Asia. Arctic Paper was founded in 1740 and is headquartered in Poznań, Polen.

Arctic Paper

Paper EBITDA PLN 50m, below ABGSCe PLN 59m Group EBITDA miss driven by weaker on both paper and pulp Paper — better demand, more supply cuts, higher prices Miss due to higher costs and soft ...

Paper EBITDA PLN 50m, below ABGSCe PLN 59m Group EBITDA miss driven by weaker on both paper and pulp Paper — better demand, more supply cuts, higher prices Miss due to higher costs and soft demand Q2 group EBITDA came in at PLN 78m, which compares to ABGSCe of PLN 90m. Paper EBITDA came in at PLN 50m, below ABGSCe PLN 59m. The miss on paper was mainly driven by higher costs and slower demand recovery than expected. Note that Rottneros's weak report (Q2 published 24 Jul) also weighed on the result, where key was negative mix effects (higher deliveries of CTMP, which has had lower price increases compared to NBSK). Paper EBIT was PLN 24m, 38% below ABGSCe PLN 38m. Group EBIT came in at PLN 42m, -28% vs. ABGSCe of PLN 58m. EPS came in at PLN 0.26 vs our estimate of PLN 0.60. CEO states that the recovery may take time and that they "expect the current market situation to persist in Q3". We expect Q3 Paper EBIT of PLN 40-60m, driven by slightly higher prices. Arctic Paper also announced a modernization programme for its paper sales and customer service organization, which will provide annual savings of PLN 15m (full effect in '25). We expected Q2 Paper EBIT of PLN 38m, down from PLN 94m in Q1'24. The main effects q-o-q were likely PLN 1m from slightly higher paper prices (UWF prices flat q-o-q, CWF +3%), PLN 3m from marginally better volumes, and PLN -60m from higher pulp prices. Pulp EBIT was expected to be ~PLN 27m better q-o-q driven by higher pulp volumes and pulp prices. Hence, we expected Q2 group EBIT of PLN 58m vs. PLN 84m in Q1'24.