Analysts say: the U.S. cardboard industry has a serious inventory overhang, and the situation is likely to worsen until 2023

Jefferies kws tshuaj ntsuam Philip Ng tau txo qis International Paper (IP.US) thiab Ntim Corporation of America (PKG.US) los ntawm "tuav" kom "txo" thiab txo lawv cov phiaj xwm rau $ 31 thiab $ 112, raws li WisdomTree tau kawm.(PKG.US) los ntawm "Tuav" mus rau "Txo" thiab txo lawv cov nqi hom phiaj rau $ 31 thiab $ 112, feem.Cov kws tshuaj ntsuam kuj tau txo qis lawv lub hom phiaj ntawm tus nqi ntawm WestRock (WRK.US) rau $ 42, tab sis tuav qhov "tuav" kev ntaus nqi ntawm cov Tshuag.ntawv khob ntxuam

Tus kws tshuaj ntsuam tau hais tias nws pom "cov khoom lag luam loj dhau" hauv kev lag luam cov ntaub ntawv tom qab kev tshawb fawb ntawm cov channel.Nws tau hais tias qhov kev soj ntsuam channel tau pom tias kev txiav txim tau qeeb zuj zus thiab kev tsim khoom loj tau raug kaw (txawm tias cov tuam txhab me).daim ntawv khob

Tus kws tshuaj ntsuam piav qhia, "Qhov no tsis yog qhov xav tsis thoob vim tias cov khw muag khoom feem ntau tau de-stocking tsis ntev los no vim muaj kev nce nqi nce ntxiv thiab txo cov neeg siv khoom siv ntawm kev yuav khoom.""Tom qab ob npaug lossis peb npaug ntawm daim ntawv xaj ob xyoos dhau los kom ruaj ntseg cov khoom, kev txiav txim pib poob thaum Lub Xya Hli thiab txuas ntxiv mus rau lub Cuaj Hli vim cov neeg siv khoom thiab cov tuam txhab lag luam cuam tshuam nrog cov khoom muag ntau dhau vim qhov kev thov tau qeeb qeeb thiab cov khoom muag tau xaus rau lub quarter thib ob ntawm lub voj voog siab. "Cov kws tshuaj ntsuam tau sau tseg tias kev lag luam daim ntawv yuav pom cov nqi txo qis hauv lub quarter thib plaub thiab tias "qhov xwm txheej tuaj yeem ua rau 2023.khob ntawv kiv cua

Cov kws tshuaj ntsuam ntxiv tau sau tseg tias, "Kev thov rau daim ntawv ntawv yog ib qho ntawm cov neeg sawv cev rau kev lag luam, thiab muab kev nthuav tawm ntawm peb lub tuam txhab - International Paper, Packaging Corporation of America thiab WestRock - rau ntau qhov kev lag luam kawg xws li cov khoom siv ruaj khov, lawv cov nyiaj tau los thiab sib koom. tus nqi zoo li hloov pauv sai heev thaum kev lag luam poob qis. "kiv cua ntawv khob

Post lub sij hawm: Sep-23-2022

Cov kws tshuaj ntsuam hais tias: Tebchaws Asmeskas kev lag luam cardboard muaj cov khoom lag luam loj dhau, thiab qhov xwm txheej zoo li yuav phem zuj zus mus txog xyoo 2023.