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12月11日 - ** 博雅银行调整了包装和造纸公司Amcor 、 、Ardagh 和Sylvamo 的评级
** 券商将 Amcor 的评级从 "表现不佳 "上调至 "买入
** 预计会有更多的相对回报和增长催化剂;称与Berry 的合并 (link),并认为监管部门批准的风险不大。
** 美国银行称,大选后市场大幅波动,投资者可能更青睐 MCR 等防御性股票
** 将 Ardagh 的评级从 "买入 "下调至 "表现不佳";将目标价从 4.90 美元下调至 4 美元
** 券商称,尽管巴西市场自第三季度末以来有所改善,但由于客户的特殊趋势,第一季度的销量可能会持续低迷
** BofA 将 Sylvamo 的评级从 "中性 "下调至 "表现不佳"。
** 称目前趋势稳健,并将提价纳入预测,但认为复印纸需求下降
** 指出该公司的 "地平线项目"(Project Horizon)成本削减计划进展顺利,但将 2025 年的部分收益提前至 2024 年
** 包括本交易日的走势在内,AMCR 和 SLVM 的股票今年分别上涨了 4% 和 82%,而 AMBP 下跌了 16
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