NEWS
News
Here you will find updates on Timber Finance.

Member portrait
Member portrait 3: Stefan Müller, managing owner and founder of S. Müller Holzbau AG
Behind every building are people and companies with visions and innovative products and approaches. More and more of them are united in our association and growing network. Join us and benefit from the advantages. As part of our series of
Read more »
22 January 2025
No Comments

Research
4Q 2024 Macro and Timber Equities Update
Author: S.C. 1. Executive Summary Monetary policy continued to normalise, moving in the right direction for the housing and construction sectors. Nevertheless, concerns about Trump’s potentially inflationary policies pushed long-term yields higher, leading to volatile markets for US homebuilding
Read more »
6 January 2025
No Comments

Company
Timber industry on the stock exchange – signs of normalization
The quarterly results and management comments from listed companies in the timber industry provide a valuable insight into the economic situation in the global timber industry. Stefano Charrey, Head of Investment Research, analyses and comments on the signs of stabilization
Read more »
20 December 2024
No Comments

Company
Article in Holzkurier: Europe’s housing crisis
Timber Finance is becoming a guest author in HOLZKURIER, the international business magazine for the wood value chain. Stefano Charrey, Head of Investment Research, examines the construction crisis in Europe in the latest report and highlights the medium-term opportunities for
Read more »
15 October 2024
No Comments

Research
Timber Stocks – Valuation relative to history – Price-to-Book Ratios
Author: SC Download the report as PDF. 1. Approach and Summary This valuation analysis looks at the current and historical price to book values of European and North American timber stocks in the timber construction value chain. Figure 1:
Read more »
10 October 2024
No Comments

Research
SEMI-ANNUAL REBALANCING – TF CARBON CAPTURE AND STORAGE INDEX – Q3, 2024
The Q3 2024 rebalancing was characterized by three new index components entering and none exiting the index. Changes according to Quantitative Selection: Western Forest Products re-entered the index as trading volume picked up significantly and average daily volume (ADV) rose
Read more »
2 October 2024
No Comments
Newsletter archive
Here you will find the quarterly newsletters sent out by Timber Finance: