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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. 

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.

Paper Trails: Upgrades, Buybacks, Pulp Market View

Paper Trails: 12 Nov 2018, 4:04 AM ET - Good earnings from RYAM and LPX highlight the week plus an upgrade to IG for STERV. We highlight commentary from the London Pulp Conference from RISI competitor Hawkins Wright.

Crown Holdings: S&P Upgrade, Still M&A Risk Ahead

Worth Watching: 19 Oct 2018, 1:09 PM ET - Crown Holdings (CCK, Ba2/BB+) issuer rating was upgraded to BB+ from BB by S&P ratings. Additionally, CCK's senior secured rating was upgraded to BBB- from BB+. According to S&P, the upgrade reflects the company's integration of Signode and its ..

US Strategy: What to Watch for on 3Q Earning Calls

Strategy Analysis: 11 Oct 2018, 4:37 AM ET - We surveyed our analyst teams for key sector level issues they will be paying close attention to with upcoming third quarter earnings calls beyond the typical sales, margins and earnings guidance. 

Resolute Forest Products: ITC Ends Newsprint Duty

Worth Watching: 03 Sep 2018, 5:44 PM ET - Resolute Forest Products (RFP B2/B+, SELL) and the rest of the newspaper industry received positive news during the slow holiday week. The United States International Trade Commission (ITC) ruled on August 29th that imports of uncoated groundwo ..

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, Macro Data and Trade Duties

Paper Trails: 06 Aug 2018, 4:55 AM ET - Our market recap is highlighted by earnings reports from a bulk of our names this week. We also present containerboard and paper data as well as a DOC decision for newsprint.

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.

Paper Trails: North American 2Q18 Earnings Preview

Paper Trails: 10 Jul 2018, 5:01 AM ET - We present our North American earnings preview for 2Q18. 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. 

Berry Global: Starbucks Bans Plastic Straws

Worth Watching: 09 Jul 2018, 11:58 PM ET - Berry Global (BERY, B2/BB-, Market perform) and other single use plastic manufacturers are once again in the spotlight with another ban announcement. On July 9, 2018 Starbucks (SBUX) announced that it will be eliminating single use plastic straw ..

Paper Trails: EUR Issuance, Macro Data and More

Paper Trails: 01 Jul 2018, 10:53 PM ET - Smurfit Kappa's drive by EUR notes offering as well as our containerboard monthly recap headline this week's market summary.

Paper Trails: BWAY M&A and Box Shipments Are In

Paper Trails: 18 Jun 2018, 5:28 AM ET - Lighter than expected May box shipment data, higher pulp prices, and BWAY's move to  increase its presence in the specialized reconditioned industrial container market are highlights of this week's market recap. 

Owens Illinois: Money IS the Thing

Worth Watching: 17 May 2018, 6:31 PM ET - Owens Illinois (OI, Ba3/BB, Outperform) announced that it will close its production facility in Atlanta, GA. The closure, which is expected to occur on or after July 18, 2018, is an effort by the company to balance its supply and demand profile ..

Paper Trails: More Earnings, Busy Week for Cenveo

Paper Trails: 07 May 2018, 9:09 PM ET - Our market recap is highlighted by earnings reports from a bulk of our names this week.  An emergency motion hearing CVO as well as an interesting development in China's ban of RCP imports. 

EU: Metal Packaging Cartel Investigations

Worth Watching: 06 May 2018, 11:55 AM ET - EU Confirms Unannounced Inspections in the Metal Packaging SectorThe European Commission announced that it raided metal packaging facilities in several EU states to investigate a possible cartel in late April. Amongst those investigated were f ..

Ball Corp 1Q18: A Can Do Attitude

Earnings Note: 04 May 2018, 4:35 AM ET - BLL reported another strong quarter and provided some commentary to position itself as a leader in sustainable packaging.

Cenveo: Insufficient Disclosure and MORs

HY Note: 24 Apr 2018, 5:27 AM ET - We review the U.S. trustee's objection to Cenveo's Disclosure Statement. Also the company filed an MOR for the five week period ended March 31, 2018. 

Paper Trails: IPOs, Takeovers, Earnings Surprises

Paper Trails: 16 Apr 2018, 5:33 AM ET - This weeks recap includes news on SIGCBL's potential IPO, STERV's stronger than expected 1Q18 results and our 1Q18 US IG Basic Industries strategy report. 

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