Paper & Packaging

Rated A-Z

Ranked

Compared

Benchmarked

Noticed

Amcor

Not wrap containerped most attractively. However, remuneration is transparent and notes to statements are made clearest.

APP (Tjiwi Kimia)

Delivers better on governance than on business and performance analysis. The bilingual approach is not fully optimized for readability.

Cascades

Worth the paper, not least for the clarity and intelligibility of the MD&A. Check the sensitivity table, variance analyses, industry and performance charts, among others.

Kimberly-Clark

Bar the clickable items, the so-called dynamic version is almost purely cosmetic as no value has been added to the unexciting mandatory 10-K.

Mondi

Via a reporting hub the analyst, investor or stakeholder has access to an effective presentation of value creation, key market drivers, principal risks, consistent business reviews.

Norske Skog

Despite worthwhile CSR reporting, killing the myth that electronic communication is more environmentally friendly than paper-based one might have deserved greater efforts on strategy et al.

Sappi

Clear map of use of natural capital. Comprehensive presentation of key relationships and key material issues –including areas of mutual interest, ongoing avenues of engagement, value addition, background and company responses.

SCA

Keeps on outdoing many on a large number of reporting features –e.g. clarity, highlights, segments, share information, conciseness. Besides, includes a number of pluses, such as a very good risk presentation, well-introduced statements and notes, a summary of costs, comments on historical data, etc. Finally, or, better said, without delay, a quite convincing case for the planned split into two companies.

Sequana

Though a bit short, magazine style certainly enthralls the reader. Makes out a good case for a division spinoff.

Weyerhaeuser

A half-timbered 10-K. However, it shows a commitment to making financials and their analysis more accessible than the average.

AR on AR 2017

Airlines

Automobile industry

Chemicals

Food and beverage

Energy utilities

Paper and packaging

Pharmaceuticals

Property and construction

Retail 

Telecommunications