𝙀𝙖𝙧𝙣𝙞𝙣𝙜𝙨 𝙍𝙚𝙫𝙞𝙚𝙬: $UPM.HE (UPM-Kymmene Oyj)
UPM-Kymmene sees Revenue shrink -2,32% (YoY) but Earns substantially more per share, +16,67% (YoY)!
ɢᴏᴏᴅ ɴᴇᴡs ᴀʜᴇᴀᴅ:
* Started the basic engineering phase of a next-generation biofuels refinery
in January (500kt of annual capacity);
* Joined... 显示更多 翻译
📈 Our Green portfolio starting the week well, +1.4% yesterday to just move into positive territory for the month. 🌱
🧾 Some positive momentum carrying through from last week. A few of our companies reporting Q1 earnings as well;
$TSLA (Tesla Motors, Inc.) providing solid results. Doing well to increase... 显示更多 翻译
$UPM.HE (UPM-Kymmene Oyj) Wood is becoming steadily more expensive. This Finnish company in the forestry sector is also profiting from this. Among other things, it is also the largest paper group in Europe. The development and production of biofuels is also part of this unit.
A very interesting firma.... 显示更多 翻译
Inflation is coming. Prices of raw materials increased significantly in the past weeks. Wood, minerals, oil, plastic...
Vessels from China to Europe went from 2000 USD to 10 000 USD, so far the end user is not yet impacted in terms of price but this will come as well.
Everywhere, we see shortage in... 显示更多 翻译
Also check Buffets portfolio.. There was a reddit about it, he sold like all stocks which would suffer in case of inflation (e.g. $JPM (JPMorgan Chase & Co) )
I think the market starts going bearish... 显示更多 翻译