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Mondi: Focused on emerging market growth

Mondi: Focused on emerging market growth

Rubin Renecke

Equity Analyst

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International paper and packaging group Mondi is a significant holding in our clients’ portfolios as we believe it is currently trading at a substantial discount to its intrinsic value.

Industry background
Traditionally paper companies had a track record of over-investing in capacity…

Integrated value chain
Wood is the primary raw material in paper production. Mondi operates forests in Russia and South Africa…

Low cost operations
Mondi’s investments have been focused in emerging markets…

Strongly positioned in a tough market
Mondi has positioned itself as a leading low cost supplier…

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