GLG News by Commercial Printing Market Experts

Dissolving pulp has been in short supply for at least a year.  Prices is January for commodity rayon/viscose pulp were US$800 but now in September they top $1100/mt.  Producers are shipping every ton they can produce.  SAPPI-Saiccor in South Africa and RGM's BahiaPulp in Brazil are the...

The Internet may soon become US consumers’ primary entertainment source. The consumer is ultimately looking for longer professionally produced content for their online and mobile experience.

1. Warner Bros, Disney, News Corp and Sony have been working for years in the Indian TV sector.      2. Hollywood movies only account for 8% of the Indian Box Office.

Viet Nam has SE Asia's fastest growing economy, growing at (conservatively) 6%/year and by other estimates at up to 8% through 2010 when the government estimates it will require 2 milliion mt of fiber.  914,000mt of paper will have to be imported here in 2007 as well as importing 150,000mt of market...

International Paper has announced a definitive agreement to set up a 50:50 joint venture with Russia's largest pulp and paper group, Ilim Group, in fact this is the purchase by IP of 50% of Ilim Group for $650 million, the most the Russian government could be expected to allow. The deal was originally...

Kodak recently reported an after tax lost of $135M (or 42 cents per share), however, on Friday the firm restated the loss to $152M (or 53 cents per share).  While the firm indicated that these changes are due to health care costs and post-retirement benefit increases, and not due to operating results,...

Smurfit-Stone’s sale of the Brewton, AL mill is a logical step after last year’s sale of the consumer packaging division and recycled boxboard mills to TPG Capital/Altivity. SSCC improves concentration on core business. The acquisition of this mill by Georgia-Pacific makes GP a bigger player in SBS...

Thailand is surrounded by countries needing to import fiber to meet their domestic paper & board requirements - Laos, Cambodia, Viet Nam, Malaysia, Myanmar Republic and of course China and India.  With low labor rates, fast growing plantations and favorable transportation costs, this country...

VistaPrint (VPRT) is on a roll. After turning in very solid earnings for Q4 (ending June 31st), the firm announced an agreement with OfficeMax to extend their unique printing model to one of the largest Office Supply Store chains in the United States. This is a very key step in expanding VistaPrint’s...

Tasmania's location makes it a prime candidate to be a major supplier to emerging markets in India, SE Asia and the Pacific rim. With 5 million hectares of E.Nitens plantations already producing chips (currently only for export), it is only natural to construct a local pulp mill to produce a value...