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Added to YB: 2024-01-25

Pitch date: 2024-01-25

SCA-B.ST [bearish]

Svenska Cellulosa Aktiebolaget SCA (publ)

+5.14%

current return

Author Info

NINGI Research publishes research reports and notes on publicly traded companies in the US and Europe. The research is sector-agnostic and tends to be focused on forensic accounting. Sign up for the newsletter.

Company Info

Svenska Cellulosa Aktiebolaget SCA (publ), a forest products company, develops, manufactures, and sells forest, wood, pulp, and containerboard products in Sweden, the United States, Germany, the United Kingdom, rest of Europe, Asia, and internationally.

Market Cap

SEK 86.6B

Pitch Price

SEK 126.76

Price Target

N/A

Dividend

2.43%

EV/EBITDA

18.64

P/E

23.71

EV/Sales

4.38

Sector

Paper and Forest Products

Category

special_situation

Show full summary:
[SHORT] RESEARCH REPORT: SVENSKA CELLULOSA AB SCA (SFB: SCA.B)

SCA-B.ST: Serious issues - undisclosed debt of SEK3.6-5.1B, EBITDA inflated by SEK6.2B non-cash gains since '19 (29% overstatement), implies net debt understatement of SEK7B & 3.3x debt/EBITDA. CFO resignation, odd GC changes, scandals, weak audit cmte, Lundberg control signal high risk.

Read full article (2 min)