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Recent Articles

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Credit Suisse downgrades O-I Glass to neutral, noting consumers' changing buying patterns; glass industry has been steady until recently due to capacity limitations and spirits/wine demand, but volume pressure on premium substrates like glass is a concern

Credit Suisse upgrades Sealed Air to outperform but cuts target US$12 to US$47, sees company benefitting from soft-landing economic scenario in 2024; recent guidance cut necessary due to demand challenges, consumer behavior changes affecting Cryovac brand

Credit Suisse reaffirms Acadian Timber at neutral and raises target by C$1.50 to C$18.50; after considerable time and effort, Acadian's progress on carbon credit program shows upside in recent numbers associated with Q2 results

Credit Suisse: Proposed Smurfit Kappa-WestRock entity has strategic and operational merits, strengthens its Americas presence; merger would be 'good cultural fit' with strong focus on innovation-driven expansion of group's sustainable packaging business

Credit Suisse maintains West Fraser at outperform, raises target by US$2 to US$108.50; company poised to benefit from favorable prices and margins, though ongoing wildfire and cost issues may create near-term headwinds for cash flow generation

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