Industry Reports

Deutsche Bank Reports Summaries

070420 Deutsche Bank Report - Dr. Paper's Weekly Wrap Up (4/20/07)

Deutsche Bank - Equity Research

Quote of the week. "Heads you win, tails we lose . . . but, it's a lot of volume"

Jim Hannan, President of Georgia-Pacific, describing problematic customer relationships in containerboard industry at the annual meeting of the Fibre Box Association.

Leadership changes. Weyerhaeuser named a new CFO, Patricia Bedient.

The move had been well-telegraphed - to date, we've been impressed with Ms. Bedient's direct style. MeadWestvaco named new leadership (Mark Cross) for its Consumer Solutions Group.

A seasonal uptick . . . or something more?

Several DB sources are pointing to pick-up in box vol's & tightening in mill backlogs over past 2-3 weeks. Will supplies get tighter? Another round of Euro price hikes for early May could siphon more US tonnage into export mkts. Many US mills report attractive "net realizations" on exports.