Ua hoʻohaʻahaʻa ʻo Jefferies analyst Philip Ng i ka International Paper (IP.US) a me Packaging Corporation of America (PKG.US) mai ka "hoʻopaʻa" i ka "hōʻemi" a hoʻohaʻahaʻa i kā lākou mau kumukūʻai i $31 a me $112, ua aʻo ʻia ʻo WisdomTree. (PKG.US) mai ka "Hold" a i ka "Reduce" a hoʻohaʻahaʻa i kā lākou mau kumu kūʻai i $31 a me $112. Ua hoʻohaʻahaʻa ka poʻe loiloi i kā lākou kumukūʻai kumukūʻai ma WestRock (WRK.US) i $ 42, akā mālama i ka helu "paʻa" ma ke kumukūʻai.peʻahi kīʻaha pepa

Ua ʻōlelo ka mea nāna i ʻōlelo ua loaʻa iā ia kahi "nui ka nui o ka waihona waiwai" ma ka ʻoihana pepa pepa ma hope o kahi noiʻi o ke kahawai. Ua ʻōlelo ʻo ia ua hōʻike ʻia ka hōʻike ʻana i ke kahawai e hoʻolōʻihi nei nā kauoha a ke hoʻomaka nei ka pani ʻana o ka hana nui (ʻoiai no nā ʻoihana liʻiliʻi).kīʻaha pepa maka

Ua wehewehe ka mea loiloi, "ʻAʻole kēia he mea kupanaha loa no ka mea ua hoʻopau ʻia nā mea kūʻai aku i kēia manawa ma muli o ka piʻi ʻana o ka hoʻonui a me ka hoʻemi ʻana i ka hoʻolimalima ʻana o nā mea kūʻai aku." "Ma hope o ka pāpālua a ʻekolu paha i nā kauoha pepa pepa i nā makahiki ʻelua i hala aku nei e hoʻopaʻa i ka lako, ua hoʻomaka nā kauoha i ka hāʻule ʻana i Iulai a hoʻomau ʻia a hiki i Kepakemapa ʻoiai nā mea kūʻai aku a me nā mea hana i hana i ka nui o nā mea waiwai e like me ka lohi koke ʻana o ka noi a hoʻopau nā mea waiwai i ka lua o ka hapaha ma nā kiʻekiʻe kiʻekiʻe." Ua ʻike nā mea loiloi e ʻike ka ʻoihana pepa pepa i nā hōʻemi o ke kumukūʻai ma ka hapahā ʻehā a "hiki ke piʻi ke kūlana i 2023.peʻahi pepa kīʻaha

Ua hoʻomaopopo hou ka poʻe loiloi, "ʻO ka noi no ka pepa pepa kekahi o nā proxies no ka hoʻokele waiwai, a hāʻawi ʻia i ka hōʻike ʻana o ʻekolu mau hui - International Paper, Packaging Corporation of America a me WestRock - i nā mākeke hopena cyclical e like me nā waiwai paʻa, kā lākou loaʻa a me ka ʻāpana. E hoʻololi koke nā kumukūʻai i ka wā o ka hoʻokele waiwai.kīʻaha pepa fan