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Printing Market Discussion for Primex Conference

Printing Market Discussion for Primex Conference. Randal Rudniski, CFA 416-352-4588 randal.rudniski@csfb.com. Media Advertising Profile. Media Advertising Profile. Media Advertising Profile. Media Advertising Profile.

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Printing Market Discussion for Primex Conference

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  1. Printing Market Discussion for Primex Conference Randal Rudniski, CFA 416-352-4588 randal.rudniski@csfb.com

  2. Media Advertising Profile

  3. Media Advertising Profile

  4. Media Advertising Profile

  5. Media Advertising Profile Supply Issues Have Created Opposite Impacts For Television and Printing Companies 

  6. Printing Market Profile—Industrial Capacity

  7. Printing Market Profile--Capacity Utilization

  8. Printing Market Profile—Magazine Ad Pages

  9. Printing Market Profile—Commercial Printing Shipments

  10. CSFB Print Demand Projection Real Print Demand = 2.2 x (y/y Δ in Real GDP) – 0.7 x (y/y Δ in Input Costs) CSFB 2003 Real GDP Growth Forecast: 2.5% Scenarios: Paper price y/y Δ Real Print Demand 0% 5.5% 5% 2.0% 10% -1.5%

  11. Printing Market Profile—Coated Paper Price

  12. Summary Difficult environment remains ahead for 2003 Cyclical rather than structural issues predominate Consolidation imperative

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