Capex plans in place to tap emerging opportunities    

– Chemistry and Packaging divisions continue to perform well  
– Cautious outlook for 2021
– Valuation and conclusion

CPH to undertake expansion at Chemistry division

– Expansion in lithium molecular sieves capacity to tap the demand for portable oxygen concentrators
– Purmol capacity expansion to tap new and existing growing applications
– Investment program
– Valuation and conclusion

Packaging division at the forefront of the way forward  
– Packaging Division to provide the next leg of growth
– Reaping benefits from the successful implementation of the long-term strategy
– Outlook
– Valuation and conclusion

Diversification helped tide over adversities 

– Sound operating performance amidst a harsh environment
– Segmental performance
– Estimate changes
– Valuation and conclusion

CPH to merge with Uetikon Industrieholding AG

– Higher free float may aid rerating
– Estimates unchanged
– Valuation and conclusion

Adjustments to FY20 earnings outlook

– CPH Group to benefit from significant one-off effects
– Valuation and conclusion

At the forefront of the sustainability

–  Strategy 2020-2024 – Implementation progressing well
– Paper Division well placed to mitigate challenges
– The lynchpin in reducing carbon footprint and sustainable production
– Domestically produced paper essential for sustainability
– Digital media lacks print in sustainability
– Valuation and conclusion

Tapping into growing packaging market

– Perlen Packaging to set-up a film coating plant in Brazil
– Expansion is key to tapping high growth emerging markets like Brazil
– Valuation and conclusion

Navigating a challenging environment

– Muted 1H/20 results, with cautious short-term outlook
– Segmental performance
– Estimate change
– Valuation and conclusion

Resilient performance despite global slowdown

-2019: Unprecedented EBIT margin reflects disciplined execution
-Focus on divisional balancing and expansion of planned activities
-Valuation: significant discount compared to peers