Umhlalutyi weJefferies uPhilip Ng wehlisela phantsi iPhepha laMazwe ngaMazwe (IP.US) kunye nePackaging Corporation of America (PKG.US) ukusuka "ukubamba" ukuze "unciphise" kwaye wehlise ixabiso labo elijoliswe kwi-31 kunye ne-112 yeedola, ngokulandelanayo, i-WisdomTree ifundile.(PKG.US) ukusuka ku-"Bamba" ukuya ku-"Nciphisa" kwaye behlisa ixabiso labo ekujoliswe kulo ukuya kwi-$ 31 kunye ne-$ 112, ngokulandelelanayo.Abahlalutyi baphinde banciphisa ixabiso labo kwi-WestRock (WRK.US) ukuya kwi-42 yeedola, kodwa bagcina ukulinganisa "ukubamba" kwisitokisi.iphepha indebe fan

Umhlalutyi uthe ufumene "i-inventory overhang" enkulu kwishishini lebhodi lephepha emva kovavanyo lwetshaneli.Uthe uphando lwetshaneli lubonise ukuba ii-odolo ziyehla ngokukhawuleza kwaye ukuvalwa kwemveliso ngobuninzi kuyaqhubeka (nakwiinkampani ezincinci).ikomityi yephepha ekrwada

Umhlalutyi wachaza, "Oku akumangalisi ngokupheleleyo kuba abathengisi baye bayeka ukuthengisa kutshanje ngenxa yokunyuka kwamaxabiso kunye nokunciphisa inkcitho yabathengi ekuthengeni.""Emva kokuphinda kabini okanye kathathu iiodolo zephepha lephepha kule minyaka mibini idlulileyo ukuze zifumaneke, ii-odolo zaqala ukuwela ngoJulayi kwaye zaqhubeka ngoSeptemba njengoko abathengi kunye nabavelisi bejongana noluhlu lwezinto ezigqithisiweyo njengoko imfuno yehla ngequbuliso kwaye uluhlu lwempahla lwaphela ikota yesibini kwindawo ephezulu yomjikelo."Abahlalutyi baqaphele ukuba ishishini lephepha lephepha liya kubona ukuhla kwexabiso kwikota yesine kwaye "imeko ingaba nzima kakhulu kwi-2023.fan iphepha indebe

Abahlalutyi baphinde bathi, “Imfuno yephepha lebhodi yenye yeendlela zokuxhasa uqoqosho, kwaye inikwe ukuvezwa kweenkampani ezintathu - i-International Paper, i-Packaging Corporation yaseMelika kunye ne-WestRock - kwiimarike zokuphela komjikelo ezifana neempahla ezomeleleyo, imivuzo yazo kunye nesabelo. amaxabiso adla ngokutshintsha ngokukhawuleza ngexesha lokudodobala koqoqosho.”fan amaphepha indebe