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Empresas CMPC

Empresas CMPC, CA is a manufacturer of wood and forest products. Based in Chile, the company produces pulp, paper, containerboard, tissue, and other related products. Additionally, the company owns 671k hectares of forest plantations, mainly pine and eucalyptus. CMPC has over 4 million tons/yr of market pulp capacity. The company also produces over 700k tons of tissue. The company has operations in 8 countries throughout Latin America with over 17,000 employees. (10 Dec 2018)

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Paper Trails: Soft Pulp, Buy or Build, And More...

Paper Trails: 10 Dec 2018, 4:25 AM ET - We present pulp and paper monthly data, as we note softness developing in the pulp markets. Lecta was weaker on the week due to concerns for management pursuing leveraging M&A. 

Paper Trails: Stocking Pre-Stuffed

Paper Trails: 03 Dec 2018, 4:26 AM ET - Our weekly recap was stocked with news, including WRK Sr. Notes issuance, comments from IP and UFS at an industry conference last week and our Pulp and Paper monthly previews. Also, the US/China reached a deal to suspend new tariffs. 

Arauco 3Q18: Good Results, Cautious Approach

Earnings Note: 26 Nov 2018, 8:02 PM ET - Arauco's results were positive as pulp markets remained favorable through the quarter. The upcoming expansion cycle remains a point of focus as the markets begin to show softness. We review results and provide an update on the credit.

Paper Trails: Earnings and Containerboard Data

Paper Trails: 19 Nov 2018, 4:24 AM ET - Mixed earnings from several names in our HY space and SIGCBL's one-notch upgrade to BB+ by S&P headlines our weekly market recap. We also provide a preview of our October containerboard monthly data recap.
Focused

CMPC 3Q18: Spend or Not Spend?

Earnings Note: 16 Nov 2018, 2:30 PM ET - Empresas CMPC posted strong results fueled by pulp. We review the quarter and the company's outlook given its strong balance sheet. 

Paper Trails: Mixed Bag

Paper Trails: 29 Oct 2018, 5:05 AM ET - Mixed results from 3Q18 earnings thus far, with some misses and and lowered guidance and some meets and affirmations. See our recaps as well as a news run and macro data of interest for the week. 

Paper Trails: Euro 3Q18 Earnings Preview

Paper Trails: 16 Oct 2018, 10:51 PM ET - We present our Europe earnings preview for 3Q18. We include earnings estimates as well as commentary on commodities, market returns for the quarter and our thoughts on what to listen for on the calls. 

Paper Trails: North American 3Q18 Earnings Preview

Paper Trails: 16 Oct 2018, 5:17 AM ET - We present our North American earnings preview for 3Q18. We include earnings estimates as well as commentary on commodities, market returns for the quarter and our thoughts on what to listen for on the calls. 

Paper Trails: Hurricanes, Forecasts, Volatility

Paper Trails: 15 Oct 2018, 9:18 AM ET - This week's market recap is headlined by a containerboard market forecast from RISI's annual conference. Hurricane Michael showed some impact on production. Equity market volatility impacted HY. 

Paper Trails: RFP to Sell Catawba, Macro Data

Paper Trails: 08 Oct 2018, 8:29 PM ET - Resolute's agreement to sell its Catawba pulp and paper mill headlines our weekly market recap. We also provide our Paper and Pulp Monthly Data Recaps. 

Paper Trails: Containerboard and SIG's IPO

Paper Trails: 01 Oct 2018, 3:39 AM ET - Included in this week's market summary is our August Containerboard data recap as well as news on the pricing of SIGCBL's IPO on the SIX Swiss exchange. S&P also revised OSBCN's outlook from Stable to Positive. 

Paper Trails: Hurricane Effects and Tariffs Hit

Paper Trails: 24 Sep 2018, 4:57 AM ET - This week we recap the impact Hurricane Florence had on several names under coverage. China imposes 5-10% tariffs on pulp imports. 

Paper Trails: Packaging Activism and IPO's....

Paper Trails: 17 Sep 2018, 4:20 AM ET - Our market recap this week features important news out of Europe. SIG launched its IPO and OI's investors recommended the company to sell its European business. We also present our July Paper and Pulp industry data recaps. 

Paper Trails: CVO, SIG, KPERST Make Headlines

Paper Trails: 10 Sep 2018, 3:40 AM ET - Moody placed SIGCBL on review for upgrade and Cenveo emerged from Chapter 11. KPERST also appointed a new CFO effective Oct 1st.  

Arauco 2Q18: Expansion Funding Risk Ahead

Earnings Note: 31 Aug 2018, 11:55 AM ET - As expected, Arauco reported strong results driven by favorable pulp market fundamentals. We review the company's expansion funding plans as well as provide an update on the credit. 

Resolute FP: Moody's Upgrade Rationale vs Our View

Worth Watching: 15 Aug 2018, 10:39 PM ET - Resolute FP (RFP, Ba3/BB-, SELL) received a one-notch Credit Family Rating upgrade today from Moody's to Ba3 with a Stable outlook. The unsecured notes were also upgraded one-notch to B1. According to the ratings agency, the upgrade reflects its ..

Paper Trails: Earnings Wrap and CVO Confirmation

Paper Trails: 14 Aug 2018, 5:57 AM ET - Our market recap this week features our July Pulp Data Discussion and recaps of earnings as well as filings ahead of Cenveo's Confirmation Hearing.
Focused

CMPC 2Q18: Level Up

Earnings Note: 13 Aug 2018, 11:00 PM ET - CMPC posted strong year over year results on higher pulp prices as well as solid contributions across its businesses. We update our views on the credit.  

Paper Trails: 2Q18 Earnings Have Arrived

Paper Trails: 30 Jul 2018, 4:11 AM ET - Earnings season has started, and results have been mixed. Cenveo's census contract has been settled, clearing path to confirmation hearing. We review the week and more. 

Paper Trails: 2Q18 Earnings Are Coming

Paper Trails: 23 Jul 2018, 9:19 AM ET - Our 2Q18 earnings season kicked off this week with CCK reporting solid results. A bulk of our names will report earnings this week.

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