1 / 12

Printing Market Discussion for Primex Conference

Explore supply challenges in the printing market and their varying impacts on TV and print firms. Discover insights on industrial capacity, ad pages, and commercial shipments. Gain CSFB's real print demand projections based on GDP and input cost changes, along with a forecast for 2003 GDP growth. Delve into coated paper price trends and the need for consolidation in the sector.

devin
Download Presentation

Printing Market Discussion for Primex Conference

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  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

More Related