SM SMFZY 로딩 중... : 애널리스트의 강세 및 약세 의견

IP says the US containerboard paper market is 'very tight' and they are 'modestly short' on paper, buying in the open market ahead of the Riverdale conversion, while export markets have been a leading indicator of tightness. — Indicates near-term pricing power for the industry; IP's own short position before Riverdale conversion ramps suggests competitors and suppliers may have negotiating leverage for the next two quarters.