Latest news with #SuzanoS.A
India.com
12-05-2025
- Business
- India.com
Donald Trump's tariff war makes American cry in Toilets, crisis likely to escalate after..., THIS company issues statement, says..
New Delhi: The prices of toilet paper have gone up in the United States, creating a significant concern among the Americans. Suppliers of paper are interrupted due to President Donald Trump's trade war. They fear a major shortage of toilet paper in US supermarkets. According to the Suzano S.A, Brazil's largest pulp exporter, Trump's new tariffs are disrupting the shipment of a special material used in the production of toilet paper and other hygiene products. Suzano S.A. manufactures bleached hardwood pulp, which is widely used by American manufacturers. The company reported that exports to the U.S. dropped by 20% in April, a decline attributed to the tariffs imposed by Trump. If the trade war continues, a situation similar to that of 2020 may arise, when there was a severe shortage of toilet paper. Suzano CEO João Alberto de Abreu told Bloomberg News, 'In response to the tariffs, we had to pass on increased costs to American buyers.' It is important to note that Brazil and several other countries (excluding China) now face a 10 percent tariff on exports to the US. The São Paulo-based company warned that continued trade barriers could worsen supply chain issues and lead to further price hikes. During the COVID-19 pandemic in 2020, widespread panic buying caused a toilet paper shortage—a memory still fresh in the minds of many. Currently, toilet paper remains available in stores. However, industry analysts say the supply chain is again at risk. If American buyers begin stockpiling toilet paper out of fear of further trade disruptions, the situation could deteriorate quickly. Other Global Suppliers Also Issued Warnings Several other global suppliers have also expressed their concerns and said that if the tariff battle escalates further, the supply of essential goods could be disrupted. The company's warning also indicates that trade disputes—which were previously centered on high-tech or luxury products—are now starting to affect everyday essential items as well. Brazil is the world's largest producer of pulp, and it has become a key point of contention in recent trade disputes. The United States has increased tariffs on many imports as part of Donald Trump's trade policy. As a result, Brazilian exporters are struggling to maintain their market share amid rising costs. Suzano played a key role in alleviating the shortage of toilet paper during the COVID-19 pandemic. The company states that it is operating in accordance with the current situation. However, it also warns that if tariff pressures persist, the consequences could be serious. This would impact American consumers—particularly products used in bathrooms. CEO Walter Schalka Abreu said, 'Pulp is not just a commodity. It's part of the most essential products we use every day.'
Business Wire
29-04-2025
- Business
- Business Wire
Suzano 2024 Annual Report on Form 20-F
SíO PAULO--(BUSINESS WIRE)--Suzano S.A. (B3: SUZB3 | NYSE: SUZ) informs that its 2024 Annual Report on Form 20-F was filed today with the U.S. Securities and Exchange Commission. Holders of the Company's equity securities can receive hard copies of the Annual Report, including its audited financial statements, without charge by request directed to: ri@ This document is also available on Suzano's website ( For further information, please contact our Investor Relations Department: Phone: (+55 11) 3503-9330 E-mail: ri@
Yahoo
16-04-2025
- Business
- Yahoo
Suzano S.A. (SUZ): Among the Best Paper Stocks to Buy According to Hedge Funds
We recently published a list of . In this article, we are going to take a look at where Suzano S.A. (NYSE:SUZ) stands against other best paper stocks to buy according to hedge funds. Paper stocks encompass producers of paper, pulp, packaging products, toilet paper, and forestry operators. This sector typically thrives during periods of economic expansion when consumer spending, ecommerce activity, and industrial production are accelerating, driving higher demand for commercial packaging and consumer paper products. The performance of paper stocks strongly correlates with commodity prices of pulp and timber, as well as with the price of energy and freight, which are large cost inputs in the production chain. Consequently, paper-related stocks generally thrive in inflationary environments due to their pricing power, as producers can easily pass any inflation onto consumers and capture a margin of the price increase. Conversely, these stocks underperform during economic slowdowns as consumer demand and industrial activity fall, and lower commodity prices pressure profitability. Some investors avoid this sector as they mistakenly consider it low growth and disrupted. Their perception is based on a tough 2010s decade marked by several challenges that pressured growth. Here is how AFRY Advisory commented on the paper market: 'With the universal move to digital communication, the demand for print has been on a steep decline, triggering massive shutdowns in the graphic paper sector and sizeable entries in the packaging board market through conversions and grade changes from graphics to packaging grades. The worldwide COVID-19 pandemic deepened the paper markets' decline as decreasing economic activity and lockdowns further contracted the demand for graphics and office papers, while hygiene and corrugated packaging businesses recovered more effectively.' READ ALSO: The struggles of the paper & paper products sector, as proxied by a timber ETF that includes many paper companies as well, extended into the 2020s. In early 2025, just before the US stock market entered correction mode, the sector reached a new all-time low relative to the broad market. Another global timber and wood ETF shows a similar picture – years of underperformance relative to the broad market, which killed most of the investor interest in this sector. Despite sluggish performance in the last years, we believe that the underfollowed paper sector may become favored in the following years due to a plethora of factors triggered by the new Trump 2.0 administration in the US. First, we already know that paper stocks thrive during inflationary periods, and the US appears to have entered a multi-year period of above-average inflation due to the trade wars initiated by President Trump. Many of the paper companies have operations spanning several continents, with cultivation, processing, and selling often happening in two or three different countries, which means that the production chain may become subject to tariffs. Under such circumstances, paper companies will fully pass any inflationary pressures onto the end customer, meaning that they would capture a higher margin in absolute dollar value. The hypothesis of higher inflation in the US is fully supported by the 10-year US treasury yield climbing to 4.58% on April 11, significantly above the second half of 2024. Second, the current US administration is a notorious proponent of onshoring, which means a partial or full return of manufacturing activity into the US. Paper stocks are positively correlated to the level of industrial and commerce activity in the US and could benefit from the accelerating demand for paper used in industrial and commercial packaging. In fact, the onshoring trend is already happening as several corporations, from semiconductors to automobile manufacturers and other consumer discretionary businesses, announced plans to boost their manufacturing presence in the US. We used a stock screener and thematic ETFs to identify companies engaged in the production of pulp, toilet paper, newspapers, cardboard, forest, and other paper-related products. Then we compared the list with Insider Monkey's proprietary database of hedge funds' ownership and included in the article the top 10 stocks with the largest number of hedge funds that own the stock as of Q4 2024. The stocks are ranked in ascending order of the hedge funds having stakes in them. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). Aerial view of a large paper mill, steam billowing from its many smokestacks.Suzano S.A. (NYSE:SUZ) is a forestry-based company and one of the world's largest producers of eucalyptus pulp. Its portfolio of product includes coated and uncoated printing and writing papers, paperboard, tissue papers, market and fluff pulps, and lignin. The company's advantage stems from its large scale across Brazil, the US, the UK, and China, as well as it being a vertically integrated player, with operations including both cultivation and processing/manufacturing. Suzano S.A. (NYSE:SUZ) delivered a strong operational performance in the recent Q4 2024, achieving record sales volumes and setting a new baseline for cash cost operations. The company generated a robust EBITDA of BRL 23.8 billion for the year, bringing leverage in dollar terms to 2.9x. The company's Ribas mill demonstrated impressive performance, reaching 900,000 tons of production and 700,000 tons of sales in 2024, fully aligned with guidance provided after its mid-2024 start-up. Looking forward, Suzano S.A. (NYSE:SUZ) faces a tight supply scenario in Q1 2025 due to low inventories and scheduled maintenance downtimes while simultaneously benefiting from positive market dynamics in China. The company successfully renegotiated all commercial contracts for the US, securing better terms for 2025 and onwards, along with synergies in raw materials and logistics. Management remains focused on deleveraging while maintaining a strong hedging strategy, with the company currently having around $7.5 billion in the hedging portfolio. With 13 hedge funds owning the stock at the end of Q4 2024, SUZ is one of the best paper stocks to buy. Overall, SUZ ranks 9th on our list of best paper stocks to buy according to hedge funds. While we acknowledge the potential of SUZ to grow, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than SUZ but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
