We are transitioning coverage of Bowater BOW to a new analyst and are placing the stock under review.
… North American paper industry's largest companies agreed on Monday to merge. Abitibi-Consolidated ABY and Bowater Incorporated BOW announced plans to form AbitibiBowater through an all-stock transaction. We are placing our fair value estimates …
… stocks. Consequently, it's had exposure to some underperforming paper, forest products, and aluminum stocks such as Bowater BOW , Smurfit-Stone Container SSCC, and Alcoa AA. Meanwhile, most of its rivals have been focused almost exclusively on the …
… 10 million. Price fixing would involve multiple culpable parties, so we expect Stora Enso's competitors--including Bowater BOW and UPM-Kymmene UPM--to be indicted soon. International Paper IP sold its North American coated paper business this …
Bowater BOW continues to be battered by difficult ..... move away from newsprint manufacturing, Bowater must bear the added costs of switching ..... mill. These expenses will only add to Bowater 's already-high cost structure. On …
… Weyerhaeuser WY has been neutral through the dispute because it has significant operations on both sides of the border. Bowater BOW stands to benefit due to it having most of its lumber facilities located in Canada. We do not expect to see Canadian producers …
We are placing Bowater BOW under review while we transfer coverage to a new analyst.
… energy, and transportation for Canadian producers and made it difficult for newsprint leaders Abitibi-Consolidated ABY and Bowater BOW to execute profitably. Modest price increases earlier in the year have not kept up with rising costs, and thus frayed margins …
… this trend to reverse anytime soon. Companies feeling the pain include Domtar DTC, Sappi SPP, Abitibi-Consolidated ABY, Bowater BOW , Smurfit-Stone Container SSCC, Rock-Tenn RKT, and Packaging Corporation of America PKG. By most accounts, economic …
Bowater BOW managed to stave off inflationary pressures ..... a material weakness in demand emerge, Bowater 's pricing power might quickly evaporate ..... to climb, such a scenario could expose Bowater to a painful margin squeeze. We will …