Proactive Investors
30 Jun 2026, 11:37 UTC · 2h ago
UBS downgrades Mondi to 'neutral' on persistent cost pressure
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
Proactive Investors
30 Jun 2026, 11:37 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
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5 claims · each scored for market impact
UBS downgraded Mondi PLC to 'neutral' from 'buy' and slashed its price target by 23% to 750p. — A significant downgrade and price target cut from a major investment bank typically trigger immediate downward price pressure on a stock.
-0.80UBS lowered Mondi's 2026 EBITDA estimate by 12%, with 2027 and 2028 forecasts also reduced. — Revised earnings estimates downward for multiple years suggest a prolonged period of underperformance relative to previous expectations.
-0.60Over 1.2 million tonnes of new containerboard supply are expected in the second half, likely pushing prices lower. — Increased supply in a market with weak demand typically erodes pricing power and compresses margins for producers.
-0.50Continue reading
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Rising costs for central European pulpwood and recovered fibre are putting Mondi at a disadvantage compared to Nordic peers. — Input cost inflation combined with a competitive disadvantage weakens the company's operational efficiency and margins.
-0.40Mondi's recent capital spending is expected to provide a strong platform for growth and long-term free cash flow yields near 10% once demand recovers. — Long-term value drivers provide a floor for the stock price, though they are outweighed by immediate negative catalysts.
+0.30Which stocks this story touches
UBS downgraded the company from 'buy' to 'neutral', cut its price target by 23%, and warned of persistent cost pressures and weak Q2 earnings.
The company is discussing strategic consolidation of investments to increase ownership and streamline mining interests.
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Benzinga
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