发帖
雷达卡
Table of Contents
Outlook and review........................................................................... 4
Has the recovery arrived? .........................................................................................................4
Domestic demand trends .........................................................................................................5
Production & Inventories ..........................................................................................................6
Is downtime enough? ...............................................................................................................7
Input costs ...............................................................................................................................7
Black liquor credits – much needed lifeline? .............................................................................8
The Stocks? ..............................................................................................................................9
Industry performance..............................................................................................................10
Earnings Information...............................................................................................................12
Balance Sheet & Cash Flow Data ...........................................................................................13
Paper, Packaging & Forest Product Comparables ..................................................................14
Integrated, Flexible & Rigid Packaging Comparables..............................................................15
Company specific overview............................................................ 16
DB coverage universe – Ratings & Price Target Overview .....................................................16
Ball Corp ................................................................................................................................18
Bemis.....................................................................................................................................20
Bway......................................................................................................................................22
Crown ....................................................................................................................................24
Domtar...................................................................................................................................26
Glatfelter ................................................................................................................................28
Greif .......................................................................................................................................30
International Paper ..................................................................................................................32
Louisiana Pacific......................................................................................................................34
MeadWestvaco......................................................................................................................36
O-I………………………………………………………………………………………………………38
Packaging Corp .......................................................................................................................40
Pactiv .....................................................................................................................................42
Plum Creek Timber .................................................................................................................44
Rock-Tenn ...............................................................................................................................46
Rayonier………………………………………………………………………………………………..48
Sealed Air...............................................................................................................................50
Silgan Holdings .......................................................................................................................52
Sino-Forest.............................................................................................................................54
Temple-Inland .........................................................................................................................56
Wausau Paper.........................................................................................................................58
Weyerhaeuser........................................................................................................................60
Grade Profiles & Pricing.................................................................. 62
Dr. Paper's Pulse on Pricing…………………………………………………………………………62
DB’s Pricing Forecast..............................................................................................................63
Market Pulp............................................................................................................................66
Containerboard .......................................................................................................................67
Coated Papers ........................................................................................................................68
Uncoated Free Sheet ..............................................................................................................69
Uncoated Groundwood...........................................................................................................70
Newsprint ...............................................................................................................................71
Tissue.....................................................................................................................................72
Bleached Paperboard / SBS ....................................................................................................73
Recycled Paperboard..............................................................................................................74
Lumber...................................................................................................................................75
Structural Panels .....................................................................................................................76
Facility Closure Data………………………………………………………………………………….78
Historical Transactions ............................................................................................................88
京公网安备 11010802022788号
