Added to YB: 2025-06-19
Pitch date: 2025-05-02
SCA-B.ST [bearish]
Svenska Cellulosa Aktiebolaget SCA (publ)
+3.72%
current return
Author Info
No bio for this author
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 125.00
Price Target
62.40 (-48%)
Dividend
2.43%
EV/EBITDA
18.64
P/E
23.71
EV/Sales
4.38
Sector
Paper and Forest Products
Category
value
Svenska Cellulosa Aktiebolaget SCA (publ) - $SCA-B.ST (short)
SCA-B.ST short: Trading at 19x EBITDA with 1-2% FCF yield despite weak growth outlook. Core businesses face declining demand, pulp oversupply, rising costs. 27% of EBITDA from questionable forest revaluations. Cash generation masked by accounting. 40-50% downside risk if market refocuses on poor FCF vs inflated asset values. Catalysts: commodity weakness, land value declines.
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