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花旗上调UPM-Kymmene评级,目标价提升至36欧元
Ravi的分析表明,该公司的股价与纸浆价格具有约70%的强相关性。根据花旗的专有模型,预计未来三年纸浆市场将出现供应短缺。该公司认为,市场低估了纸浆价格增长的潜力,目前市场共识预测从谷底到峰值的涨幅为27%,而历史平均涨幅为64%。
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