SCA Svenska Cellulosa - Die letzten 30 Beiträge
eröffnet am 25.10.10 16:00:32 von
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neuester Beitrag 26.01.24 13:11:19 von
Beiträge: 70
ID: 1.160.719
ID: 1.160.719
Aufrufe heute: 0
Gesamt: 10.995
Gesamt: 10.995
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ISIN: SE0000112724 · WKN: 856193 · Symbol: SCA
13,360
EUR
+0,04 %
+0,005 EUR
Letzter Kurs 23.04.24 Tradegate
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01.02.24 · BörsenNEWS.de |
26.01.24 · wallstreetONLINE Redaktion |
25.01.24 · BörsenNEWS.de |
01.11.23 · BNP Paribas Anzeige |
Werte aus der Branche Holzindustrie
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 39,99 | +19,98 | |
| 3,9600 | +8,79 | |
| 32,06 | +7,76 | |
| 122,23 | +7,62 | |
| 46,88 | +6,86 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 7,4100 | -9,52 | |
| 18,300 | -9,85 | |
| 8,1000 | -10,00 | |
| 14.400,00 | -10,00 | |
| 67,00 | -22,09 |
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Antwort auf Beitrag Nr.: 75.169.672 von faultcode am 26.01.24 12:26:2825.1., Viceroy Research
SCAB – Fudging Your Lumbers
https://viceroyresearch.org/2024/01/25/fudging-your-lumbers/
...
SCAB – Fudging Your Lumbers
https://viceroyresearch.org/2024/01/25/fudging-your-lumbers/
...
26.1.
Sweden’s SCA Calls Short-Seller Claims ‘Totally Unserious’
https://www.bnnbloomberg.ca/sweden-s-sca-calls-short-seller-…
...
Svenska Cellulosa AB’s Chief Executive Officer Ulf Larsson defended the firm against claims from short sellers, including that his company had overstated its forest assets.
Viceroy Research and Ningi Research published separate reports on Thursday, saying they are short the Swedish paper and forestry firm and causing its stock to slump as much as 9%. The shares later pared some of those losses, and are up 2.1% on Friday after the company’s earnings report.
Viceroy’s report alleged SCA had “vastly overstated” the volume of its forest assets as well as “aggressively” over-harvested its inventory. Separately, Ningi said the company’s financials “cannot be relied upon.”
“For me it’s totally unserious to be honest,” Larsson said in an interview on Friday. “The standing volume we have on SCA’s land is absolutely in line with statistics from the Swedish National Forest inventory. We are 100% sure of what we have in our forests.”
The company, which is Europe’s largest private forest owner, harvests “less than 70% of available annual growth,” he said.
...
Sweden’s SCA Calls Short-Seller Claims ‘Totally Unserious’
https://www.bnnbloomberg.ca/sweden-s-sca-calls-short-seller-…
...
Svenska Cellulosa AB’s Chief Executive Officer Ulf Larsson defended the firm against claims from short sellers, including that his company had overstated its forest assets.
Viceroy Research and Ningi Research published separate reports on Thursday, saying they are short the Swedish paper and forestry firm and causing its stock to slump as much as 9%. The shares later pared some of those losses, and are up 2.1% on Friday after the company’s earnings report.
Viceroy’s report alleged SCA had “vastly overstated” the volume of its forest assets as well as “aggressively” over-harvested its inventory. Separately, Ningi said the company’s financials “cannot be relied upon.”
“For me it’s totally unserious to be honest,” Larsson said in an interview on Friday. “The standing volume we have on SCA’s land is absolutely in line with statistics from the Swedish National Forest inventory. We are 100% sure of what we have in our forests.”
The company, which is Europe’s largest private forest owner, harvests “less than 70% of available annual growth,” he said.
...
Antwort auf Beitrag Nr.: 70.188.851 von faultcode am 11.12.21 09:18:37die US-Häusermarkt zeigt sich sich schwach:
https://tradingeconomics.com/commodity/lumber
https://tradingeconomics.com/commodity/lumber
Es ist schon beachtlich, wie fest sich die Svenska Cellulosa Aktie in den aktuell sehr turbulenten Zeiten hält...
Trading Spotlight
Guten Abend, Stop Buy bei 15,00€! Ich denke da geht in Zukunft was 💪🏼👍🏼
Antwort auf Beitrag Nr.: 71.116.821 von faultcode am 16.03.22 11:31:03sag ich doch ein no-brainer
und auch noch richtig grün und öko
und auch noch richtig grün und öko
still und heimlich:
https://www.manager-magazin.de/politik/deutschland/hausbau-b…
Bauholz-Preise fast verdoppelt
Bauen in Deutschland wird noch teurer
Bauholz-Preise fast verdoppelt
Bauen in Deutschland wird noch teurer
Antwort auf Beitrag Nr.: 69.937.205 von faultcode am 16.11.21 19:45:18
Antwort auf Beitrag Nr.: 69.937.508 von ungierig am 16.11.21 20:06:34Schwedische Wälder haben sich heute in meinem Depot vermehrt.
Svenska cellulosa ist eigentlich ein no-brainer, vor Jahren bei der Abspaltung von Essity gekauft und es ist eine Aufwärtswelle seither. Eigentlich ist meine Position schon groß genug für meine Verhältnisse, aber man könnte tatsächlich noch eine Tranche kaufen- die 15 dürften bald wieder kommen, die Perspektive bleibt gut und vielleicht kann man wirklich in diese Holzpreis-Täler rein kaufen....
Antwort auf Beitrag Nr.: 69.552.183 von faultcode am 09.10.21 14:22:25Future +24%
Grund: Schlammlawinen in BC:
https://twitter.com/zanesloanbc/status/1460378524124999682
Grund: Schlammlawinen in BC:
https://twitter.com/zanesloanbc/status/1460378524124999682
Papiermangel
Zeitungen kürzen Seiten und verschieben Beilagen
https://www.deutschlandfunk.de/papiermangel-zeitungen-kuerze…
Leere Märkte, horrende Preise Papiermangel trifft Verlage und Druckereien
https://www.dailyadvent.com/de/news/amp/efecd8fb0e561745d244…
Zeitungen kürzen Seiten und verschieben Beilagen
https://www.deutschlandfunk.de/papiermangel-zeitungen-kuerze…
Leere Märkte, horrende Preise Papiermangel trifft Verlage und Druckereien
https://www.dailyadvent.com/de/news/amp/efecd8fb0e561745d244…
Antwort auf Beitrag Nr.: 69.376.301 von faultcode am 20.09.21 15:13:56
so ist es:
Zitat von faultcode: ...Lumber scheint aus der Korrektur schon wieder ausbrechen zu wollen...
so ist es:
man sollte das mit dem allgemeinen Commodity Crash nicht übertreiben.
Lumber scheint aus der Korrektur schon wieder ausbrechen zu wollen
Lumber scheint aus der Korrektur schon wieder ausbrechen zu wollen
13.8.
Half of Lumber Dealers Now Sit on Excess Inventory in the U.S.
https://finance.yahoo.com/news/half-lumber-dealers-now-sit-2…
Almost half of U.S. lumber dealers and manufacturers reported excess inventories last month, a sharp turnround from a few months ago, when supplies ran so low they sparked price surges.
In July, 49% of building-material dealers and manufacturers said they had excess lumber capacity, while none described their levels as “very tight,” in a survey by John Burns Real Estate Consulting LLC. Back in April, 40% said their wood inventories were “very tight.”
Lumber prices have come down from records in May, when sawmills were caught off guard with low inventories amid a surge in home building and renovation. Producers have since increased output, and a shortage of other building supplies such as siding and windows has slowed the pace of construction.
In the John Burns Real Estate Consulting survey, about 34% of the respondents said they had slightly low or very tight inventories in July.
...
Half of Lumber Dealers Now Sit on Excess Inventory in the U.S.
https://finance.yahoo.com/news/half-lumber-dealers-now-sit-2…
Almost half of U.S. lumber dealers and manufacturers reported excess inventories last month, a sharp turnround from a few months ago, when supplies ran so low they sparked price surges.
In July, 49% of building-material dealers and manufacturers said they had excess lumber capacity, while none described their levels as “very tight,” in a survey by John Burns Real Estate Consulting LLC. Back in April, 40% said their wood inventories were “very tight.”
Lumber prices have come down from records in May, when sawmills were caught off guard with low inventories amid a surge in home building and renovation. Producers have since increased output, and a shortage of other building supplies such as siding and windows has slowed the pace of construction.
In the John Burns Real Estate Consulting survey, about 34% of the respondents said they had slightly low or very tight inventories in July.
...
Antwort auf Beitrag Nr.: 68.916.336 von faultcode am 30.07.21 12:27:02Die beschriebene Entwicklung könnte ich mir auch für Europa vorstellen...
Antwort auf Beitrag Nr.: 68.847.075 von faultcode am 22.07.21 13:56:5229.7.
Lumber Makers See Comeback of Do-It-Yourself Home Projects
https://financialpost.com/pmn/business-pmn/lumber-makers-see…
Do-it-yourself home renovations are going to soon regain popularity, which is good news for lumber companies.
Prices for wood have swung wildly in recent months as seemingly insatiable demand for home makeovers helped drive lumber prices to record highs — only to crash after the hikes reached consumers and sticker shock set in.
Now, people are spending money on activities like eating out and travel as economies reopen. That has hurt demand for lumber, but producers are saying it won’t last forever. When cold weather returns during the Northern Hemisphere’s autumn, stores will need to replenish stocks and consumers are expected to return to their home improvement projects with lower prices reflected on the shelf.
“There will be more work from home. I don’t think it’s the end of the repair and remodel section,” Remi Lalonde, chief executive officer of Montreal-based Resolute Forest Products Inc. said in a phone interview Thursday. Consumers are just “taking the summer off” after being cooped up during the pandemic.
...
in den USA (meine Deutung) -- anhaltende Drivers für Holz:
• E-commerce --> Verpackungspapiere
• Arbeiten im Home office
Lumber Makers See Comeback of Do-It-Yourself Home Projects
https://financialpost.com/pmn/business-pmn/lumber-makers-see…
Do-it-yourself home renovations are going to soon regain popularity, which is good news for lumber companies.
Prices for wood have swung wildly in recent months as seemingly insatiable demand for home makeovers helped drive lumber prices to record highs — only to crash after the hikes reached consumers and sticker shock set in.
Now, people are spending money on activities like eating out and travel as economies reopen. That has hurt demand for lumber, but producers are saying it won’t last forever. When cold weather returns during the Northern Hemisphere’s autumn, stores will need to replenish stocks and consumers are expected to return to their home improvement projects with lower prices reflected on the shelf.
“There will be more work from home. I don’t think it’s the end of the repair and remodel section,” Remi Lalonde, chief executive officer of Montreal-based Resolute Forest Products Inc. said in a phone interview Thursday. Consumers are just “taking the summer off” after being cooped up during the pandemic.
...
in den USA (meine Deutung) -- anhaltende Drivers für Holz:
• E-commerce --> Verpackungspapiere
• Arbeiten im Home office
Antwort auf Beitrag Nr.: 68.861.349 von ungierig am 23.07.21 20:26:17Beeindruckende Geschäftszahlen zu Q2.
Die Stärke des Bereiches Forstwirtschaft dürfte in den kommenden Jahren sicher noch deutlicher zum Vorschein kommen.
Die Stärke des Bereiches Forstwirtschaft dürfte in den kommenden Jahren sicher noch deutlicher zum Vorschein kommen.
sowas hat man gerne im Depot...
... Schwedische Wälder mit beeindruckenden Zahlen, könnte man tatsächlich noch einige gönnen.https://seekingalpha.com/pr/18406113-interim-report-q2-2021-…
22.7.
Lumber Rises as Canada Wildfires Snarl Production, Shipments
https://finance.yahoo.com/news/lumber-surges-anew-canada-wil…
...
Lumber futures rose, posting the biggest percentage gain in more than a year on concern that wildfires in western Canada will reduce supply and spur more curtailments at sawmills.
British Columbia, Canada’s biggest exporter of lumber to the U.S., declared a state of emergency, and Canfor Corp. said it would trim output as the fires snarl transportation and supply chains. Lumber jumped 7.7% in Chicago, the largest advance for a most-active contract since April 2020. The price is still more than 60% below the record-high reached in May.
The gain extends wild gyrations in lumber. Futures had surged in the past year on a pandemic-fueled construction boom, only to hit an eight-month low earlier this week after demand eased and supply was replenished. Further price increases may be held in check by rebuilt stockpiles and the slowdown in orders, analysts said.
Lumber for September delivery gained $42 to settle at $584 per thousand board feet on the Chicago Mercantile Exchange.
Rail transportation in British Columbia has been hindered since a June 30 fire damaged the tracks of the two main railways that carry goods to Vancouver for export, causing congestion at the port. Lines have since been repaired, but rail movement has been slow and sporadically halted due to fires.
...
“We expect further curtailments in the next two weeks,” Mark Wilde, a timber and wood-products analyst at BMO Capital Markets, said in a report.
Tumbling lumber prices are also “pieces of Canfor’s equation,” Wilde said, noting the steep two-month collapse in pricing as do-it-yourself renovation demand has dropped by a reported 40% at big-box retailers.
“At those levels, some B.C. mills may need a snorkel,” he said.
“After a year of ‘chasing inventory,’ the market is now struggling with bulging inventories at many mills in the U.S. and Canada,” he said.
...
Lumber Rises as Canada Wildfires Snarl Production, Shipments
https://finance.yahoo.com/news/lumber-surges-anew-canada-wil…
...
Lumber futures rose, posting the biggest percentage gain in more than a year on concern that wildfires in western Canada will reduce supply and spur more curtailments at sawmills.
British Columbia, Canada’s biggest exporter of lumber to the U.S., declared a state of emergency, and Canfor Corp. said it would trim output as the fires snarl transportation and supply chains. Lumber jumped 7.7% in Chicago, the largest advance for a most-active contract since April 2020. The price is still more than 60% below the record-high reached in May.
The gain extends wild gyrations in lumber. Futures had surged in the past year on a pandemic-fueled construction boom, only to hit an eight-month low earlier this week after demand eased and supply was replenished. Further price increases may be held in check by rebuilt stockpiles and the slowdown in orders, analysts said.
Lumber for September delivery gained $42 to settle at $584 per thousand board feet on the Chicago Mercantile Exchange.
Rail transportation in British Columbia has been hindered since a June 30 fire damaged the tracks of the two main railways that carry goods to Vancouver for export, causing congestion at the port. Lines have since been repaired, but rail movement has been slow and sporadically halted due to fires.
...
“We expect further curtailments in the next two weeks,” Mark Wilde, a timber and wood-products analyst at BMO Capital Markets, said in a report.
Tumbling lumber prices are also “pieces of Canfor’s equation,” Wilde said, noting the steep two-month collapse in pricing as do-it-yourself renovation demand has dropped by a reported 40% at big-box retailers.
“At those levels, some B.C. mills may need a snorkel,” he said.
“After a year of ‘chasing inventory,’ the market is now struggling with bulging inventories at many mills in the U.S. and Canada,” he said.
...
https://www.sca.com/globalassets/sca/investerare/presentatio…
Beeindruckendes Unternehmen & Business, aber auch eine lohnendes Invest ...
Beeindruckendes Unternehmen & Business, aber auch eine lohnendes Invest ...
Antwort auf Beitrag Nr.: 67.826.747 von faultcode am 15.04.21 12:16:11
https://twitter.com/NautilusCap/status/1404406314562994176
https://twitter.com/NautilusCap/status/1404406314562994176
Bei wieviel Euro kann man mit einer Bodenbildung rechnen? Oder sieht hier schon jemand eine Kehrtwende?
https://www.manager-magazin.de/unternehmen/industrie/holzpre…
Diese unbekannten Riesen profitieren vom Holzpreisboom
Steigende Holzpreise machen deutschen Do-it-yourself-Fans und Handwerkern zu schaffen. Als Preistreiber treten die USA auf. Die Hauptprofiteure in der EU finden sich aber nicht unter deutschen Sägewerksbetreibern – sondern hoch oben im Norden.
Forstriesen Stora Enso und SCA werden zu Holz-Gewinnern
Diese unbekannten Riesen profitieren vom Holzpreisboom
Steigende Holzpreise machen deutschen Do-it-yourself-Fans und Handwerkern zu schaffen. Als Preistreiber treten die USA auf. Die Hauptprofiteure in der EU finden sich aber nicht unter deutschen Sägewerksbetreibern – sondern hoch oben im Norden.
Forstriesen Stora Enso und SCA werden zu Holz-Gewinnern
Antwort auf Beitrag Nr.: 68.196.376 von faultcode am 14.05.21 21:59:01
Der Markt, in dem Svenska Cellulosa tätig ist erscheint mir unabhängig von aktuellen Tradingpositionen längerfristig sehr vielversprechend. Neben einem Trend hin zu nachhaltigen Rohstoffen stellt auch der Forstbesitz mit einer Fläche von 2,6 Mio Hektar einen grossen substantiellen Wert dar.
Der Markt, in dem Svenska Cellulosa tätig ist erscheint mir unabhängig von aktuellen Tradingpositionen längerfristig sehr vielversprechend. Neben einem Trend hin zu nachhaltigen Rohstoffen stellt auch der Forstbesitz mit einer Fläche von 2,6 Mio Hektar einen grossen substantiellen Wert dar.
Antwort auf Beitrag Nr.: 67.826.747 von faultcode am 15.04.21 12:16:11📢📢
14.5.
Why Lumber Trader Stinson Dean Says the Great Short Squeeze Is Over
https://www.bloomberg.com/news/articles/2021-05-14/why-lumbe…
...
Just to back up for a second, Dean’s earlier argument was that the runup that we saw was a de facto short squeeze … that all of these lumber yards had made commitments to homebuilders, but then the market proved to be much more tight than they were expecting, forcing them to buy at any price in order to meet their obligations to customers.
I talked to him by phone this afternoon, and he says in the last few weeks there’s been a behavioral shift on the part of buyers that signals the squeeze is over.
"When I started seeing the industry buying, ahead of time for summer, that was kind of ahead of time for summer, that was a behavioral change,” he said. “That started happening the past four or five weeks… Folks changed their philosophy from just in time, hand to mouth, to anticipatory purchasing. Trying to get long."
Furthermore, you can see it in the futures, he notes. "Four or five weeks in a row, the CFTC report, showed commercial hedgers lifting shorts and adding longs,” said Dean
The bottom line is not that prices can’t go back up to their old highs, but that commercial players aren’t short anymore, either in terms of their inventory or their position in the futures market.
He called it a “complete change in behavior” from earlier this year, adding that “for the next five weeks, we’re going to see a lot of selling pressure.”
...
14.5.
Why Lumber Trader Stinson Dean Says the Great Short Squeeze Is Over
https://www.bloomberg.com/news/articles/2021-05-14/why-lumbe…
...
Just to back up for a second, Dean’s earlier argument was that the runup that we saw was a de facto short squeeze … that all of these lumber yards had made commitments to homebuilders, but then the market proved to be much more tight than they were expecting, forcing them to buy at any price in order to meet their obligations to customers.
I talked to him by phone this afternoon, and he says in the last few weeks there’s been a behavioral shift on the part of buyers that signals the squeeze is over.
"When I started seeing the industry buying, ahead of time for summer, that was kind of ahead of time for summer, that was a behavioral change,” he said. “That started happening the past four or five weeks… Folks changed their philosophy from just in time, hand to mouth, to anticipatory purchasing. Trying to get long."
Furthermore, you can see it in the futures, he notes. "Four or five weeks in a row, the CFTC report, showed commercial hedgers lifting shorts and adding longs,” said Dean
The bottom line is not that prices can’t go back up to their old highs, but that commercial players aren’t short anymore, either in terms of their inventory or their position in the futures market.
He called it a “complete change in behavior” from earlier this year, adding that “for the next five weeks, we’re going to see a lot of selling pressure.”
...
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