Latest news with #UPM-KymmeneOyj
Yahoo
07-03-2025
- Business
- Yahoo
3 European Stocks Estimated To Be Trading At A Discount Of Up To 46.9%
As the pan-European STOXX Europe 600 Index continues its longest streak of weekly gains since August 2012, driven by encouraging company results and gains in defense stocks, investors are keenly observing opportunities amidst mixed inflation data and economic contractions in major economies like Germany and France. In such a climate, identifying undervalued stocks can be crucial for investors looking to capitalize on potential discounts, especially when market uncertainties may offer entry points into fundamentally strong companies trading below their intrinsic value. Name Current Price Fair Value (Est) Discount (Est) Laboratorios Farmaceuticos Rovi (BME:ROVI) €54.05 €107.22 49.6% Absolent Air Care Group (OM:ABSO) SEK263.00 SEK511.00 48.5% Cambi (OB:CAMBI) NOK18.80 NOK37.37 49.7% Vimi Fasteners (BIT:VIM) €0.985 €1.92 48.6% Wienerberger (WBAG:WIE) €35.30 €68.45 48.4% TF Bank (OM:TFBANK) SEK373.00 SEK718.74 48.1% Hybrid Software Group (ENXTBR:HYSG) €3.60 €7.03 48.8% Star7 (BIT:STAR7) €6.25 €12.31 49.2% Fodelia Oyj (HLSE:FODELIA) €7.22 €13.91 48.1% Bactiguard Holding (OM:BACTI B) SEK35.30 SEK69.48 49.2% Click here to see the full list of 197 stocks from our Undervalued European Stocks Based On Cash Flows screener. We'll examine a selection from our screener results. Overview: Vestas Wind Systems A/S is involved in the design, manufacture, installation, and servicing of wind turbines across the United States, Denmark, and internationally with a market cap of DKK107.48 billion. Operations: Vestas generates revenue through its Service segment, which accounts for €3.70 billion, and its Power Solutions segment, contributing €13.60 billion. Estimated Discount To Fair Value: 46.9% Vestas Wind Systems appears undervalued based on cash flows, trading at DKK 107.2 against an estimated fair value of DKK 202.04. Recent earnings surged to EUR 499 million from EUR 77 million, reflecting strong profit growth. The company forecasts revenue between EUR 18 billion and EUR 20 billion for 2025, with ongoing share repurchases totaling approximately EUR 100 million enhancing shareholder value. Despite slower expected revenue growth than the market, Vestas's earnings are projected to grow significantly faster than the Danish average. Our earnings growth report unveils the potential for significant increases in Vestas Wind Systems' future results. Navigate through the intricacies of Vestas Wind Systems with our comprehensive financial health report here. Overview: UPM-Kymmene Oyj, with a market cap of €15.29 billion, operates in the forest-based bioindustry globally through its subsidiaries, focusing on Europe, North America, and Asia. Operations: UPM-Kymmene Oyj's revenue segments include UPM Energy (€627 million), UPM Fibres (€3.73 billion), UPM Plywood (€430 million), UPM Raflatac (€1.56 billion), UPM Specialty Papers (€1.47 billion), and UPM Communication Papers (€2.95 billion). Estimated Discount To Fair Value: 27.4% UPM-Kymmene Oyj is trading at €28.77, significantly below its estimated fair value of €39.62, indicating it may be undervalued based on cash flows. The company forecasts substantial earnings growth of 23.9% annually, outpacing the Finnish market's average growth rate. Despite a recent net loss in Q4 2024, UPM's strategic buyback program and dividend proposal could enhance shareholder returns and reflect management's confidence in future cash flow generation capabilities amidst challenging market conditions. The growth report we've compiled suggests that UPM-Kymmene Oyj's future prospects could be on the up. Click to explore a detailed breakdown of our findings in UPM-Kymmene Oyj's balance sheet health report. Overview: Siemens Energy AG is a global energy technology company with operations worldwide and has a market capitalization of approximately €46.21 billion. Operations: The company's revenue is primarily derived from its Gas Services (€10.95 billion), Siemens Gamesa (€10.38 billion), Grid Technologies (€9.68 billion), and Transformation of Industry (€5.31 billion) segments. Estimated Discount To Fair Value: 36.9% Siemens Energy, trading at €58.48, is considerably below its estimated fair value of €92.75, reflecting potential undervaluation based on cash flows. Despite recent earnings volatility with Q1 2025 net income at €198 million compared to last year's €1.55 billion, the company forecasts robust earnings growth of 48.17% annually and expects to become profitable within three years, outperforming the German market's revenue growth rate of 5.9% per year amidst high share price volatility. Our expertly prepared growth report on Siemens Energy implies its future financial outlook may be stronger than recent results. Click here and access our complete balance sheet health report to understand the dynamics of Siemens Energy. Unlock our comprehensive list of 197 Undervalued European Stocks Based On Cash Flows by clicking here. Got skin in the game with these stocks? Elevate how you manage them by using Simply Wall St's portfolio, where intuitive tools await to help optimize your investment outcomes. Unlock the power of informed investing with Simply Wall St, your free guide to navigating stock markets worldwide. Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Diversify your portfolio with solid dividend payers offering reliable income streams to weather potential market turbulence. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include CPSE:VWS HLSE:UPM and XTRA:ENR. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@
Yahoo
06-02-2025
- Business
- Yahoo
UPM-Kymmene Oyj (UPMKF) Q4 2024 Earnings Call Highlights: Strong EBIT Growth Amidst Market ...
Comparable EBIT Increase: 21% increase for the full year 2024. Q4 Sales Growth: 4% year-on-year increase. Q4 Comparable EBIT: 29% increase year-on-year, totaling EUR418 million. Operating Cash Flow: EUR570 million in Q4. Fixed Cost Reduction: EUR103 million reduction compared to the previous year. Net Debt-to-EBITDA Ratio: 1.66 times at year-end. Cash Funds and Credit Facilities: EUR3.2 billion. Dividend Proposal: EUR1.50 per share for 2024. Share Buyback Program: Maximum of 6 million shares, up to EUR160 million. Impairments: EUR113 million on Finnish operations goodwill; EUR373 million on Leuna biorefinery assets. Warning! GuruFocus has detected 5 Warning Signs with UPMKF. Release Date: February 05, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. UPM-Kymmene Oyj (UPMKF) reported a 21% increase in comparable EBIT for the full year 2024, driven by strong contributions from the Paso de los Toros pulp mill and improved advanced material deliveries. The company achieved a 4% year-on-year sales growth in Q4 2024, with a 29% increase in comparable EBIT compared to the same period in 2023. UPM-Kymmene Oyj (UPMKF) implemented significant cost-saving measures, reducing fixed costs by EUR103 million compared to the previous year. The company maintained a strong financial position with a net debt-to-EBITDA ratio of 1.66 times and cash funds and committed credit facilities totaling EUR3.2 billion. UPM-Kymmene Oyj (UPMKF) announced a share buyback program, with a maximum of 6 million shares to be repurchased, complementing an unchanged dividend of EUR1.50 per share for 2024. The recovery in demand slowed down in the second half of 2024, impacting overall performance. Average pulp selling prices decreased by 11% in Q4 2024, negatively affecting EBIT. The company made an impairment of EUR113 million on goodwill in Finnish operations due to increased wood costs. UPM-Kymmene Oyj (UPMKF) faced a significant impairment of EUR373 million in the Leuna biorefinery assets due to cost overruns and construction delays. The biofuels and biochemicals segments had a significant negative impact on the 2025 bottom line, with biofuels affected by a downturn in advanced fuels markets. Q: Can you provide insights on the Leuna biorefinery's ramp-up and its impact on future investments, such as in Rotterdam? A: Massimo Reynaudo, CEO, explained that the Leuna biorefinery's ramp-up is on track with previous guidance, expecting full production and positive EBIT by 2027. The ramp-up process is typical for biorefineries, involving sequential start-up of different units. The experience at Leuna is separate from potential investments in Rotterdam, which will be assessed based on cost efficiency and market dynamics. Q: Regarding the Metamark acquisition, what is its impact on Raflatac's business and EBITDA? A: Tapio Korpeinen, CFO, noted that the acquisition is part of Raflatac's strategy to grow in the graphics segment. The acquisition is expected to be EBITDA accretive, with synergies enhancing growth and competitiveness. The graphics business is high value-added, and the acquisition complements Raflatac's existing operations. Q: What are the assumptions behind the EBIT guidance range of EUR400 million to EUR625 million for the first half of 2025? A: Tapio Korpeinen, CFO, highlighted that the guidance considers uncertainties in the macro environment, particularly pulp and electricity prices. The lower end of the range assumes potential negative macroeconomic developments, while the upper end reflects a stable or improving market environment. Q: Can you elaborate on the debottlenecking plans for the Paso de los Toros mill in Uruguay? A: Massimo Reynaudo, CEO, stated that the mill reached nominal capacity in Q2 2024. The debottlenecking process involves optimizing current operations and identifying areas for investment to increase output. This process will unfold over more than a year, with initial steps focusing on process tuning. Q: How is UPM addressing the challenges in the Raflatac business, and what are the expectations for 2025? A: Massimo Reynaudo, CEO, acknowledged that 2024 performance was below expectations. UPM has implemented organizational and operational changes to improve profitability and competitiveness. These actions are expected to yield results in 2025, with a target to return to double-digit EBIT margins, depending on market conditions. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Sign in to access your portfolio
Yahoo
31-01-2025
- Business
- Yahoo
3 Stocks Estimated To Be Undervalued By Up To 44.8%
As global markets continue to navigate the evolving landscape of trade policies and AI-driven optimism, major indices like the S&P 500 have reached new heights, reflecting investor confidence amid political and economic shifts. In this environment, identifying undervalued stocks becomes crucial for investors seeking opportunities that may not yet be fully recognized by the market. Name Current Price Fair Value (Est) Discount (Est) Sichuan Injet Electric (SZSE:300820) CN¥50.58 CN¥100.77 49.8% GlobalData (AIM:DATA) £1.78 £3.56 49.9% Fudo Tetra (TSE:1813) ¥2192.00 ¥4357.83 49.7% J Trust (TSE:8508) ¥520.00 ¥1039.92 50% Bufab (OM:BUFAB) SEK464.20 SEK926.28 49.9% Greenworks (Jiangsu) (SZSE:301260) CN¥13.83 CN¥27.64 50% IDP Education (ASX:IEL) A$13.17 A$26.31 49.9% Allied Blenders and Distillers (NSEI:ABDL) ₹394.40 ₹787.12 49.9% Condor Energies (TSX:CDR) CA$1.83 CA$3.64 49.7% Vista Group International (NZSE:VGL) NZ$3.10 NZ$6.16 49.7% Click here to see the full list of 904 stocks from our Undervalued Stocks Based On Cash Flows screener. We're going to check out a few of the best picks from our screener tool. Overview: UPM-Kymmene Oyj, with a market cap of €15.07 billion, operates in the forest-based bioindustry across Europe, North America, Asia, and internationally through its subsidiaries. Operations: The company's revenue segments include UPM Energy (€658 million), UPM Fibres (€3.51 billion), UPM Plywood (€412 million), UPM Raflatac (€1.55 billion), UPM Specialty Papers (€1.47 billion), and UPM Communication Papers (€3.06 billion). Estimated Discount To Fair Value: 22.3% UPM-Kymmene Oyj is trading at €28.32, significantly below its estimated fair value of €36.43, suggesting potential undervaluation based on cash flows. Despite a forecasted low return on equity of 13.7% in three years, UPM's earnings are expected to grow significantly at 22.8% annually, outpacing the Finnish market's growth rate. Recent strategic alliances in agroforestry could enhance long-term productivity and environmental impact, potentially adding economic opportunities for rural communities. In light of our recent growth report, it seems possible that UPM-Kymmene Oyj's financial performance will exceed current levels. Unlock comprehensive insights into our analysis of UPM-Kymmene Oyj stock in this financial health report. Overview: China Resources Mixc Lifestyle Services Limited is an investment holding company offering property management and commercial operational services in the People's Republic of China, with a market cap of HK$67.11 billion. Operations: The company's revenue is derived from its property management business, which generated CN¥10.22 billion, and its commercial management business, contributing CN¥5.71 billion. Estimated Discount To Fair Value: 44.8% China Resources Mixc Lifestyle Services is currently trading at HK$29.4, significantly below its estimated fair value of HK$53.24, highlighting its undervaluation based on cash flows. Earnings are projected to grow annually by 13.6%, outpacing the Hong Kong market's growth rate of 11.3%. A new agreement with China Resources Beer for property management and commercial operation services could bolster revenue streams from 2025 to 2027, supporting future profitability growth prospects. The growth report we've compiled suggests that China Resources Mixc Lifestyle Services' future prospects could be on the up. Delve into the full analysis health report here for a deeper understanding of China Resources Mixc Lifestyle Services. Overview: Sansan, Inc. is a company that plans, develops, and sells cloud-based solutions in Japan with a market capitalization of ¥313.93 billion. Operations: The company's revenue segments include the Sansan/Bill One Business, generating ¥33.67 billion, and the Eight Business, contributing ¥4.17 billion. Estimated Discount To Fair Value: 27.2% Sansan is trading at ¥2489, significantly below its estimated fair value of ¥3419.87, reflecting undervaluation based on cash flows. Earnings are forecast to grow substantially at 38.6% annually, surpassing the JP market's growth rate of 8.2%. The company recently became profitable and anticipates high return on equity over the next three years. Despite recent share price volatility, these factors suggest potential for improved financial performance amidst ongoing strategic evaluations by management. Our growth report here indicates Sansan may be poised for an improving outlook. Click to explore a detailed breakdown of our findings in Sansan's balance sheet health report. Navigate through the entire inventory of 904 Undervalued Stocks Based On Cash Flows here. Hold shares in these firms? Setup your portfolio in Simply Wall St to seamlessly track your investments and receive personalized updates on your portfolio's performance. Maximize your investment potential with Simply Wall St, the comprehensive app that offers global market insights for free. Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Diversify your portfolio with solid dividend payers offering reliable income streams to weather potential market turbulence. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include HLSE:UPM SEHK:1209 and TSE:4443. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@
Yahoo
31-01-2025
- Business
- Yahoo
3 Stocks Estimated To Be Undervalued By Up To 44.8%
As global markets continue to navigate the evolving landscape of trade policies and AI-driven optimism, major indices like the S&P 500 have reached new heights, reflecting investor confidence amid political and economic shifts. In this environment, identifying undervalued stocks becomes crucial for investors seeking opportunities that may not yet be fully recognized by the market. Name Current Price Fair Value (Est) Discount (Est) Sichuan Injet Electric (SZSE:300820) CN¥50.58 CN¥100.77 49.8% GlobalData (AIM:DATA) £1.78 £3.56 49.9% Fudo Tetra (TSE:1813) ¥2192.00 ¥4357.83 49.7% J Trust (TSE:8508) ¥520.00 ¥1039.92 50% Bufab (OM:BUFAB) SEK464.20 SEK926.28 49.9% Greenworks (Jiangsu) (SZSE:301260) CN¥13.83 CN¥27.64 50% IDP Education (ASX:IEL) A$13.17 A$26.31 49.9% Allied Blenders and Distillers (NSEI:ABDL) ₹394.40 ₹787.12 49.9% Condor Energies (TSX:CDR) CA$1.83 CA$3.64 49.7% Vista Group International (NZSE:VGL) NZ$3.10 NZ$6.16 49.7% Click here to see the full list of 904 stocks from our Undervalued Stocks Based On Cash Flows screener. We're going to check out a few of the best picks from our screener tool. Overview: UPM-Kymmene Oyj, with a market cap of €15.07 billion, operates in the forest-based bioindustry across Europe, North America, Asia, and internationally through its subsidiaries. Operations: The company's revenue segments include UPM Energy (€658 million), UPM Fibres (€3.51 billion), UPM Plywood (€412 million), UPM Raflatac (€1.55 billion), UPM Specialty Papers (€1.47 billion), and UPM Communication Papers (€3.06 billion). Estimated Discount To Fair Value: 22.3% UPM-Kymmene Oyj is trading at €28.32, significantly below its estimated fair value of €36.43, suggesting potential undervaluation based on cash flows. Despite a forecasted low return on equity of 13.7% in three years, UPM's earnings are expected to grow significantly at 22.8% annually, outpacing the Finnish market's growth rate. Recent strategic alliances in agroforestry could enhance long-term productivity and environmental impact, potentially adding economic opportunities for rural communities. In light of our recent growth report, it seems possible that UPM-Kymmene Oyj's financial performance will exceed current levels. Unlock comprehensive insights into our analysis of UPM-Kymmene Oyj stock in this financial health report. Overview: China Resources Mixc Lifestyle Services Limited is an investment holding company offering property management and commercial operational services in the People's Republic of China, with a market cap of HK$67.11 billion. Operations: The company's revenue is derived from its property management business, which generated CN¥10.22 billion, and its commercial management business, contributing CN¥5.71 billion. Estimated Discount To Fair Value: 44.8% China Resources Mixc Lifestyle Services is currently trading at HK$29.4, significantly below its estimated fair value of HK$53.24, highlighting its undervaluation based on cash flows. Earnings are projected to grow annually by 13.6%, outpacing the Hong Kong market's growth rate of 11.3%. A new agreement with China Resources Beer for property management and commercial operation services could bolster revenue streams from 2025 to 2027, supporting future profitability growth prospects. The growth report we've compiled suggests that China Resources Mixc Lifestyle Services' future prospects could be on the up. Delve into the full analysis health report here for a deeper understanding of China Resources Mixc Lifestyle Services. Overview: Sansan, Inc. is a company that plans, develops, and sells cloud-based solutions in Japan with a market capitalization of ¥313.93 billion. Operations: The company's revenue segments include the Sansan/Bill One Business, generating ¥33.67 billion, and the Eight Business, contributing ¥4.17 billion. Estimated Discount To Fair Value: 27.2% Sansan is trading at ¥2489, significantly below its estimated fair value of ¥3419.87, reflecting undervaluation based on cash flows. Earnings are forecast to grow substantially at 38.6% annually, surpassing the JP market's growth rate of 8.2%. The company recently became profitable and anticipates high return on equity over the next three years. Despite recent share price volatility, these factors suggest potential for improved financial performance amidst ongoing strategic evaluations by management. Our growth report here indicates Sansan may be poised for an improving outlook. Click to explore a detailed breakdown of our findings in Sansan's balance sheet health report. Navigate through the entire inventory of 904 Undervalued Stocks Based On Cash Flows here. Hold shares in these firms? Setup your portfolio in Simply Wall St to seamlessly track your investments and receive personalized updates on your portfolio's performance. Maximize your investment potential with Simply Wall St, the comprehensive app that offers global market insights for free. Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Diversify your portfolio with solid dividend payers offering reliable income streams to weather potential market turbulence. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include HLSE:UPM SEHK:1209 and TSE:4443. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@
