Essity is by its nature a ‘boring’ company. But for me its one of the best quality companies in the Nordics (I am a value, long-term investor.)
If you have a long-term time horizon and have the patience to wait owning this share it will eventually prove to be successful.
The short term catalyst: the end of the worldwide corona lockdowns, which will increase the use of Essity products (in airports, in hotels, restaurants, schools etc). Corona will create more awareness of hygiene products. Here the strong Essity brands will prosper.
The long-term catalyst is the fact that people in the western (rich) socities are living longer and will drive the demand of Essity related products.