醉清风
2019-09-12
$Westrock Company(WRK)$
纸包装板块龙头,因为整合一项大规模收购,市场并不看好,整整跌了7个季度,随着利空消化,收购后的盈利和运营效率正在不断提高。
股价开始触底反转,12倍的市盈率,5.4%的股息还是具有非常大的吸引力。
在线购物的兴起将纸板箱的需求推到了历史最高水平,而消费者对一次性塑料和塑料包装的负面态度,正导致面向消费者的品牌转向纸制解决方案。
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