Parkev Tatevosian, CFA发布 2026-09-17
《International Paper Stock: Buy or Sell in September?》
$IP看涨
IP 为买入评级，但信心较低；需要看到管理层扭转局面的证据（一个季度的改善）才能提升信心。
International Paper 的管理团队告知投资者，宏观经济逆风比预期更为严重。此前，管理团队预计今年的宏观经济逆风为 5000 万美元。他们将这一数字上调至 1.5 亿美元，理由是运输成本上升、瓦楞纸箱成本上升以及员工医疗费用增加。
The management team at International Paper informed investors that the macroeconomic headwinds are worse than expected. Previously, the management team was estimating $50 million in macroeconomic headwinds this year.
They upgraded that to $150 million citing elevated transportation costs, higher corrugated containers costs, and increased employee health expenses.
他说在等