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PackagingCorpofAmerica

๊ฑฐ๋ž˜ ์•„์ด๋””์–ด

ํŠธ๋ ˆ์ด๋” ์‹ฌ๋ฆฌ

๊ธฐ์ˆ  ์š”์•ฝ

์‹œ๊ฐ„๋‹น

๋‰ด์Šค

U.S. STOCKS Nucor, Liberty Energy, Micron Technology

BUZZ-U.S. STOCKS ON THE MOVE-Nucor, Liberty Energy, Micron Technology Eikon search string for individual stock moves: STXBZ The Day Ahead newsletter: https://refini.tv/3LI4BU7 The Morning News Call newsletter: https://refini.tv/3dKUyB8 Wall Street's main indexes slipped in choppy trading on Wednesday as Treasury yields rose modestly, while investors awaited developments on a U.S.
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U.S. STOCKS SoundHound, Tesla, Energy firms

BUZZ-U.S. STOCKS ON THE MOVE-SoundHound, Tesla, Energy firms Eikon search string for individual stock moves: STXBZ The Day Ahead newsletter: https://refini.tv/3LI4BU7 The Morning News Call newsletter: https://refini.tv/3dKUyB8 The S&P 500 and the Nasdaq advanced on Wednesday as easing Treasury yields boosted megacaps, while investors awaited developments on a U.S.
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Packaging firms rise as Jefferies sees demand recovery, raises PT

BUZZ-Packaging firms rise as Jefferies sees demand recovery, raises PT ** Packaging Corp of America's shares PKG.N rise 1.48% to $151.32, while International Paper Co IP.N gains 1.48% to $35.03 ** Jefferies raises PKG's price target to $142 from $105, IP's to $33 from $26 and upgrades both of their ratings to "hold" ** Says destocking cycle is near
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U.S. Docusign, Immunovant, Liberty Energy

U.S. RESEARCH ROUNDUP-Docusign, Immunovant, Liberty Energy Sept 27 (Reuters) - Wall Street securities analysts revised their ratings and price targets on several U.S.-listed companies, including Docusign, Immunovant and Liberty Energy, on Wednesday. HIGHLIGHTS * Docusign Inc DOCU.O : HSBC raises to hold from reduce * Immunovant Inc IMVT.O : Raymond James raises to outperform from market perform * International Paper Co IP.N : Jefferies raises to hold from underperform * Liberty Energy Inc LBRT.N
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U.S. STOCKS Archer-Daniels-Midland, Nucor, Copper miners

BUZZ-U.S. STOCKS ON THE MOVE-Archer-Daniels-Midland, Nucor, Copper miners Eikon search string for individual stock moves: STXBZ The Day Ahead newsletter: https://refini.tv/3LI4BU7 The Morning News Call newsletter: https://refini.tv/3dKUyB8 U.S. stocks gained on Tuesday amid choppy trading that could see the Dow log a 12-day rally ahead of quarterly earnings reports from megacap technology companies Alphabet GOOGL.O and Microsoft MSFT.O, and a rate hike by the Federal Reserve.
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์กฐ๊ฑด

์ธ๊ธฐ ์ž์‚ฐ

๋ฉด์ฑ…์กฐํ•ญ: XM Group ํšŒ์‚ฌ๋Š” ์ฒด๊ฒฐ ์ „์šฉ ์„œ๋น„์Šค์™€ ์˜จ๋ผ์ธ ๊ฑฐ๋ž˜ ํ”Œ๋žซํผ์— ๋Œ€ํ•œ ์ ‘๊ทผ์„ ์ œ๊ณตํ•˜์—ฌ, ๊ฐœ์ธ์ด ์›น์‚ฌ์ดํŠธ์—์„œ ๋˜๋Š” ์›น์‚ฌ์ดํŠธ๋ฅผ ํ†ตํ•ด ์ด์šฉ ๊ฐ€๋Šฅํ•œ ์ฝ˜ํ…์ธ ๋ฅผ ๋ณด๊ฑฐ๋‚˜ ์‚ฌ์šฉํ•  ์ˆ˜ ์žˆ๋„๋ก ํ—ˆ์šฉํ•ฉ๋‹ˆ๋‹ค. ์ด์— ๋Œ€ํ•ด ๋ณ€๊ฒฝํ•˜๊ฑฐ๋‚˜ ํ™•์žฅํ•  ์˜๋„๋Š” ์—†์Šต๋‹ˆ๋‹ค. ์ด๋Ÿฌํ•œ ์ ‘๊ทผ ๋ฐ ์‚ฌ์šฉ์—๋Š” ๋‹ค์Œ ์‚ฌํ•ญ์ด ํ•ญ์ƒ ์ ์šฉ๋ฉ๋‹ˆ๋‹ค: (i) ์ด์šฉ ์•ฝ๊ด€, (ii) ์œ„ํ—˜ ๊ฒฝ๊ณ , (iii) ์™„์ „ ๋ฉด์ฑ…์กฐํ•ญ. ๋”ฐ๋ผ์„œ, ์ด๋Ÿฌํ•œ ์ฝ˜ํ…์ธ ๋Š” ์ผ๋ฐ˜์ ์ธ ์ •๋ณด์— ๋ถˆ๊ณผํ•ฉ๋‹ˆ๋‹ค. ํŠนํžˆ, ์˜จ๋ผ์ธ ๊ฑฐ๋ž˜ ํ”Œ๋žซํผ์˜ ์ฝ˜ํ…์ธ ๋Š” ๊ธˆ์œต ์‹œ์žฅ์—์„œ์˜ ๊ฑฐ๋ž˜์— ๋Œ€ํ•œ ๊ถŒ์œ ๋‚˜ ์ œ์•ˆ์ด ์•„๋‹™๋‹ˆ๋‹ค. ๊ธˆ์œต ์‹œ์žฅ์—์„œ์˜ ๊ฑฐ๋ž˜๋Š” ์ž๋ณธ์— ์ƒ๋‹นํ•œ ์œ„ํ—˜์„ ์ˆ˜๋ฐ˜ํ•ฉ๋‹ˆ๋‹ค.

์˜จ๋ผ์ธ ๊ฑฐ๋ž˜ ํ”Œ๋žซํผ์— ๊ณต๊ฐœ๋œ ๋ชจ๋“  ์ž๋ฃŒ๋Š” ๊ต์œก/์ •๋ณด ๋ชฉ์ ์œผ๋กœ๋งŒ ์ œ๊ณต๋˜๋ฉฐ, ๊ธˆ์œต, ํˆฌ์ž์„ธ ๋˜๋Š” ๊ฑฐ๋ž˜ ์กฐ์–ธ ๋ฐ ๊ถŒ๊ณ , ๊ฑฐ๋ž˜ ๊ฐ€๊ฒฉ ๊ธฐ๋ก, ๊ธˆ์œต ์ƒํ’ˆ ๋˜๋Š” ์›์น˜ ์•Š๋Š” ๊ธˆ์œต ํ”„๋กœ๋ชจ์…˜์˜ ๊ฑฐ๋ž˜ ์ œ์•ˆ ๋˜๋Š” ๊ถŒ์œ ๋ฅผ ํฌํ•จํ•˜์ง€ ์•Š์œผ๋ฉฐ, ํฌํ•จํ•ด์„œ๋„ ์•ˆ๋ฉ๋‹ˆ๋‹ค.

์ด ์›น์‚ฌ์ดํŠธ์— ํฌํ•จ๋œ ๋ชจ๋“  ์˜๊ฒฌ, ๋‰ด์Šค, ๋ฆฌ์„œ์น˜, ๋ถ„์„, ๊ฐ€๊ฒฉ, ๊ธฐํƒ€ ์ •๋ณด ๋˜๋Š” ์ œ3์ž ์‚ฌ์ดํŠธ์— ๋Œ€ํ•œ ๋งํฌ์™€ ๊ฐ™์ด XM์ด ์ค€๋น„ํ•˜๋Š” ์ฝ˜ํ…์ธ  ๋ฟ๋งŒ ์•„๋‹ˆ๋ผ, ์ œ3์ž ์ฝ˜ํ…์ธ ๋Š” ์ผ๋ฐ˜ ์‹œ์žฅ ๋…ผํ‰์œผ๋กœ์„œ "ํ˜„์žฌ" ๊ธฐ์ค€์œผ๋กœ ์ œ๊ณต๋˜๋ฉฐ, ํˆฌ์ž ์กฐ์–ธ์œผ๋กœ ์—ฌ๊ฒจ์ง€์ง€ ์•Š์Šต๋‹ˆ๋‹ค. ๋ชจ๋“  ์ฝ˜ํ…์ธ ๊ฐ€ ํˆฌ์ž ๋ฆฌ์„œ์น˜๋กœ ํ•ด์„๋˜๋Š” ๊ฒฝ์šฐ, ํˆฌ์ž ๋ฆฌ์„œ์น˜์˜ ๋…๋ฆฝ์„ฑ์„ ์ด‰์ง„ํ•˜๊ธฐ ์œ„ํ•ด ๊ณ ์•ˆ๋œ ๋ฒ•์  ์š”๊ฑด์— ๋”ฐ๋ผ ์ฝ˜ํ…์ธ ๊ฐ€ ์˜๋„๋˜์ง€ ์•Š์•˜์œผ๋ฉฐ, ์ค€๋น„๋˜์ง€ ์•Š์•˜๋‹ค๋Š” ์ ์„ ์ธ์ง€ํ•˜๊ณ  ๋™์˜ํ•ด์•ผ ํ•ฉ๋‹ˆ๋‹ค. ๋”ฐ๋ผ์„œ, ๊ด€๋ จ ๋ฒ•๋ฅ  ๋ฐ ๊ทœ์ •์— ๋”ฐ๋ฅธ ๋งˆ์ผ€ํŒ… ์ปค๋ฎค๋‹ˆ์ผ€์ด์…˜์ด๋ผ๊ณ  ๊ฐ„์ฃผ๋ฉ๋‹ˆ๋‹ค. ์—ฌ๊ธฐ์—์„œ ์ ‘๊ทผํ•  ์ˆ˜ ์žˆ๋Š” ์•ž์„œ ์–ธ๊ธ‰ํ•œ ์ •๋ณด์— ๋Œ€ํ•œ ๋น„๋…๋ฆฝ ํˆฌ์ž ๋ฆฌ์„œ์น˜ ๋ฐ ์œ„ํ—˜ ๊ฒฝ๊ณ  ์•Œ๋ฆผ์„ ์ฝ๊ณ , ์ดํ•ดํ•˜์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค.

์šฐ๋ฆฌ๋Š” ์›น์‚ฌ์ดํŠธ์—์„œ ์ตœ๊ณ ์˜ ๊ฒฝํ—˜์„ ์ „ํ•ด๋“œ๋ฆฌ๊ธฐ ์œ„ํ•ด ์ฟ ํ‚ค๋ฅผ ์‚ฌ์šฉํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. ์ž์„ธํžˆ ์ฝ๊ฑฐ๋‚˜ ์ฟ ํ‚ค ์„ค์ •์„ ๋ณ€๊ฒฝํ•˜์„ธ์š”.

๋ฆฌ์Šคํฌ ๊ฒฝ๊ณ : ๊ณ ๊ฐ๋‹˜์˜ ์ž๋ณธ์ด ์œ„ํ—˜์— ๋…ธ์ถœ ๋  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค. ๋ ˆ๋ฒ„๋ฆฌ์ง€ ์ƒํ’ˆ์€ ๋ชจ๋“  ๋ถ„๋“ค์—๊ฒŒ ์ ํ•ฉํ•˜์ง€ ์•Š์„์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค. ๋‹น์‚ฌ์˜ ๋ฆฌ์Šคํฌ ๊ณต์‹œ๋ฅผ ์ฐธ๊ณ ํ•˜์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค.