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Recent Articles
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Wells Fargo reiterates WestRock at overweight, lowers target by US$4 to US$42 and reduces estimates for fiscal 2023/2024, noting sub-optimal fiscal Q1 results and below-consensus Q2 guidance, but believes containerboard fundamentals are nearing a bottom
Published:
February 02, 2023
by Wells Fargo & Co.
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WestRock CEO expects globalĀ paperĀ business headwinds in Q2 as some customers saw higher inventory, 'much softer demand' in Q1, notably in export market for grades likeĀ containerboard; inventory, restocking, customer demand issues could even out in H2
Published:
February 02, 2023
by Waste Dive
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US recycling rates can reach 75% if companies bear costs via EPR, study says; British Columbia, Belgium, Spain, Netherlands hit 78% recycling rates when averaged across materials such as paper, containerboard, aluminum cans, plastic: Recycling Partnership
Published:
February 02, 2023
by Business Insider
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RBC Capital names Cascades top idea in North American containerboard space given its greater consumption of recycled fiber versus peers, opportunity to drive stronger results in both tissue and containerboard via input cost relief, ramping up Bear Island
Published:
February 02, 2023
by RBC Capital Markets LLC
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RBC expects containerboard slowdown to continue into early 2023 as inventory destocking, macroeconomic headwinds pose challenges for demand; RBC expects US$30/ton of price cuts in linerboard, US$10/ton in medium after cuts in November, December, January
Published:
February 02, 2023
by RBC Capital Markets LLC
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