Jefferies muongorori Philip Ng akadzikisa International Paper (IP.US) uye Packaging Corporation of America (PKG.US) kubva pa "kubata" kusvika "kuderedza" uye akadzikisa mutengo wavo wezvinangwa kusvika ku $ 31 ne $ 112, maererano, WisdomTree yakadzidza.(PKG.US) kubva pakanzi “Bata” kuenda ku”Drekiserai” uye vakadzikisa mutengo wavo wavakange vavavarira kusvika pamadhora makumi matatu nerimwe nemadhora zana negumi nembiri zvichiteerana.Vaongorori vakadzikisawo mutengo wavo paWestRock (WRK.US) kusvika kumadhora makumi mana nemaviri, asi vakaramba vaine "kubata" chiyero pamasheya.bepa mukombe fan

Muongorori uyu akati akawana "hombe yekugadzira" muindasitiri yemapepa zvichitevera ongororo yechiteshi.Akataura kuti ongororo yechiteshi yakaratidza kuti maodha ari kudzikira zvakanyanya uye kuvharika kwekugadzira kwakawanda kuri kuitika (kunyangwe kumakambani madiki).kapu yepepa mbishi

Muongorori uyu akatsanangura, "Izvi hazvishamise zvachose nekuti vatengesi vanga vachingobvisa zvitoro nguva pfupi yadarika nekuda kwekukwira kwemitengo uye kuderedzwa kwekushandisa kwevatengi pakutenga.""Mushure mekupeta kaviri kana katatu mapepa emapuranga mumakore maviri apfuura kuti awane kuwanikwa, maodha akatanga kudonha muna Chikunguru uye akaenderera mberi munaGunyana sezvo vatengi nevagadziri vaibata nekuwanda kwezvinhu sezvo kudiwa kwakadzikira uye zvigadzirwa zvakapera chikamu chechipiri pakutenderera."Vaongorori vacho vakacherekedza kuti indasitiri yemapepa ichaona kudzikiswa kwemitengo muchikamu chechina uye kuti "mamiriro ezvinhu anogona kuwedzera kusvika muna 2023.mukombe bepa fan

Vanoongorora vakaenderera mberi vachiti, “Demand for paperboard ndiyo imwe yenzira dzinotsigira hupfumi, uye nekupa pachena kwemakambani matatu – International Paper, Packaging Corporation of America neWestRock – kune mamwe misika inopera senge zvinhu zvinogara kwenguva refu, mihoro yavo negove. mitengo inowanzochinja zvakanyanya panguva yekuderera kwehupfumi. "fan paper cup