Basic Materials: Paper & Packaging - 2010 - 2nd
Institutional Investor Research is part of the Delinian Group, Delinian Limited, 4 Bouverie Street, London, EC4Y 8AX, Registered in England & Wales, Company number 00954730
Copyright © Delinian Limited and its affiliated companies 2024

Accessibility | Terms of Use | Privacy Policy | Modern Slavery Statement

Basic Materials: Paper & Packaging - 2010 - 2nd

J.P. Morgan’s Claudia Hueston marks her third consecutive year on the second team.

Claudia Hueston J.P. Morgan


J.P. Morgan’s Claudia Hueston marks her third consecutive year on the second team. Fans laud her industry knowledge and models, which “are very helpful in how they break up the business segments of the company,” says one money manager. Hueston upgraded paper producer Domtar Corp. in November from neutral to overweight, at $41.71, because she saw improving market fundamentals and believed the Montreal-­based company would benefit from higher pulp shipments and prices. “We saw a benign supply-­side picture, low inventories and some resurgence in demand, led by Asian buying, and thought that pulp prices would move higher and drive Domtar’s earnings up,” she explains. The stock soared to $60.02 through August, gaining 43.9 percent at a time when the paper and forest products subsector advanced only 1.4 percent.


Related

In changing times, Mislav Matejka and his equity strategy team at J.P. Morgan are big vote-getters on the 2017 All-Europe Research Team.
A look at which sectors attracted the most interest, which analysts received the most votes and related highlights.
Although Itaú BBA is survey champion, BTG Pactual is home to the highest number of top-ranked researchers.
Gift this article