Wofufuza za Jefferies Philip Ng adatsitsa Paper International (IP.US) ndi Packaging Corporation of America (PKG.US) kuchoka pa "kugwira" mpaka "kuchepetsa" ndikutsitsa mitengo yawo mpaka $31 ndi $112, motsatana, WisdomTree yaphunzira.(PKG.US) kuchokera ku “Gwirani” mpaka “Kuchepetsa” ndipo anatsitsa mitengo yawo kufika pa $31 ndi $112 motsatana.Ofufuza adatsitsanso mtengo wawo pa WestRock (WRK.US) mpaka $ 42, koma adasunga "kusunga" pamtengowo.pepala kapu fan

Katswiriyu adati adapeza "kuchulukirachulukira kwakukulu" mumakampani opanga mapepala kutsatira kafukufuku wanjirayo.Anatinso kafukufuku wamakanema akuwonetsa kuti madongosolo akuchepa kwambiri ndipo kutsekedwa kwa anthu ambiri kukuchitika (ngakhale makampani ang'onoang'ono).kapu yaiwisi ya pepala

Katswiriyu adalongosola kuti, "Izi sizodabwitsa kwenikweni chifukwa ogulitsa nthawi zambiri akhala akuchepetsa masheya posachedwa chifukwa cha kukwera kwa mitengo komanso kuchepa kwa ndalama zogulira ogula.""Atawirikiza kawiri kapena katatu kuyitanitsa mapepala pazaka ziwiri zapitazi kuti apezeke, maoda adayamba kugwa mu Julayi ndikupitilira mpaka Seputembala pomwe makasitomala ndi opanga adakumana ndi zinthu zochulukirapo chifukwa kufunikira kudachepa mwadzidzidzi ndipo zosungira zidatha kotala yachiwiri pakukwera kwambiri."Ofufuzawo adawona kuti makampani opanga mapepala awona kutsika kwamitengo mgawo lachinayi ndikuti "zinthu zitha kuipiraipira mpaka 2023.kapu pepala fan

Ofufuzawo adanenanso kuti, "Kufuna mapepala ndi imodzi mwazinthu zothandizira chuma, ndipo kuwonetseredwa kwa makampani atatu - International Paper, Packaging Corporation of America ndi WestRock - kumisika yowonjezereka yowonjezereka monga katundu wokhazikika, malipiro awo ndi magawo awo. mitengo imakonda kusintha kwambiri panthawi yamavuto azachuma. "fan paper cup