-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。当社は、2026年のEBITDA予想に基づくEV/EBITDA倍率を7.0倍とし、12ヶ月目標株価を10ドル引き下げて42ドルとします。これは、同業他社の平均9.8倍を下回る水準ですが、シナジー効果目標の達成を反映し、過去1年間のSWの限定的な取引実績に基づく平均7.0倍を上回っています。また、2026年のEPS予想を0.73ドル引き下げて2.30ドル、2027年のEPS予想を0.54ドル引き下げて3.20ドルとします。第1四半期の業績は大幅なコスト上昇を反映しており、2026年度の現在の価格見通しに基づくと、エネルギーコストは2億ドル、輸送コストは5,000万ドル増加しました。最大のプラス要因は3月と4月の需要急増で、SWは短期的にほぼすべての紙グレードを売り切り、今年の第2四半期に価格上昇を実現できました。コンテナボードの年初来50ドル/トンの上昇（第1四半期は20ドル、4月は30ドル）により、2026年下半期の収益は増加すると見込んでおり、ヨーロッパのコストも1トンあたり100ユーロ上昇する可能性があります。北米の取扱量は第1四半期に7.4%減少しましたが、2026年度の残りの期間については見通しが改善しています。
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