Predicting Risk vs. Positioning for Investment

Predicting Risk vs. Positioning for Investment: Two Sides of the Asset Viability Coin

April, 2016

Urban Lundberg, Senior Consultant, Fisher International

Two recent news items illustrate the ups and downs of the paper industry. DS Smith plans to boost capacity by investing at their Aschaffenburg containerboard mill in Germany while Oji Holdings announced that they’ll take out uncoated woodfree (freesheet) capacity by closing down PM4 at their Kasugai site in Japan. Is there a way to foresee these types of developments? Can we anticipate which assets may be positioned for investment or at risk for closure?

 

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