Here are Viljakainen’s comments regarding Stora Enso’s Friday announcement. ![]()
Stora Enso announced on Friday that it has completed the strategic review of its Swedish forest assets and intends to proceed with a plan to separate the assets into a new listed company. The news was expected and supports our view of Stora Enso’s stock, which relies on unlocking the hidden value in the company’s balance sheet. The negative aspect of Friday’s news was the timeline, as the demerger is only expected to take place in H1’27.
Then there’s also this comment from Antti. ![]()
Stora Enso announced on Friday that it is initiating a strategic review concerning its sawmills and building solutions operations in Central Europe. The business under review is significant, with a turnover of approximately EUR 800-900 million. This business is outside Stora Enso’s core in the company’s strategy, which focuses on renewable packaging materials and aims to streamline its structure. Against this background, we believe the initiation of the review was not a surprise.