Umhlaziyi we-Jefferies u-Philip Ng wehlisele phansi i-International Paper (IP.US) kanye ne-Packaging Corporation of America (PKG.US) kusukela "ukubamba" ukuze "banciphise" futhi behlisa amanani abo ahlosiwe aye ku-$31 kanye ne-$112, ngokulandelana, i-WisdomTree ifundile. (PKG.US) ukusuka kokuthi “Bamba” ukuya kokuthi “Yehlisa” futhi behlise intengo yabo eqondisiwe yaba ngu-$31 kanye no-$112, ngokulandelanayo. Abahlaziyi baphinde behlise intengo yabo eqondiwe ku-WestRock (WRK.US) yaba ngu-$42, kodwa bagcina isilinganiso "sokubamba" esitokweni.iphepha indebe fan

Umhlaziyi uthe uthole "i-inventory overhang enkulu" embonini ye-paperboard kulandela ucwaningo olwenziwe esiteshini. Uthe ucwaningo lwesiteshi lukhombisa ukuthi ama-oda ancipha kakhulu futhi ukuvalwa kokukhiqiza ngobuningi kuyaqhubeka (ngisho nasezinkampanini ezincane).inkomishi yephepha eluhlaza

Umhlaziyi wachaza, “Lokhu akumangazi ngokuphelele uma kubhekwa ukuthi abathengisi ngokuvamile baye basusa isitoko muva nje ngenxa yokwenyuka kwamandla emali nokuncipha kwezindleko zabathengi ekuthengeni.” "Ngemuva kokuphindaphinda kabili noma kathathu kwama-oda ebhodini lamaphepha eminyakeni emibili edlule ukuze kutholakale ukutholakala kwezinto, ama-oda aqale ukuwela ngoJulayi futhi aqhubeka ngoSepthemba njengoba amakhasimende nabakhiqizi bebhekana nenani elithe xaxa njengoba isidingo sehla ngokuzumayo kanye nempahla yaphela ikota yesibili ngamanani aphezulu omjikelezo." Abahlaziyi baqaphele ukuthi imboni yephephabhodi izobona ukwehliswa kwentengo engxenyeni yesine nokuthi "isimo singase sibe sibi kakhulu ku-2023.indebe yephepha fan

Abahlaziyi baphinde baphawula, “I-Demand for paperboard ingenye yezindlela ezisiza umnotho, futhi kunikezwe izinkampani ezintathu - International Paper, Packaging Corporation of America kanye ne-WestRock - ezimakethe zokugcina ezinomjikelezo njengempahla ehlala isikhathi eside, amaholo azo kanye namasheya. amanani ajwayele ukushintsha kakhulu ngesikhathi sokuwohloka komnotho.”fan paper cup