industry intelligence Measured conclusion Latest qualified tape

Industry Sentiment Dossier

Packaging & Containers sentiment intelligence

Company-news tone, narrative breadth, confidence, catalyst concentration and market confirmation examined as separate evidence layers.

Constructive but selective 55/100 narrative breadth 66/100 evidence confidence 165 qualified equities from 307 latest records
Peer rank105 of 157weighted group score
Qualified coverage54%142 records withheld
Direct evidence100%1704 company matches
Story dispersion4.7cross-company score spread
Relative to context+0.4versus Consumer Cyclical
Latest refresh12 Aug 2026959 publisher signals

Executive Evidence Brief

A balanced headline masks a selective company tape

Aggregate tone remains near neutral, so breadth, catalysts and company-level outliers carry more information than the headline score alone.

Directional score52.3weighted polarity, separate from reliability
Breadth55constructive minus cautious participation
Confidence66depth, directness, freshness and agreement

Evidence that supports the read

Constructive participation reaches 55/100 across qualified company reads.

Direct company coverage supplies 100% of the measured article set.

Positive one-week price responses appear across 55% of measured equities.

Conditions that limit conviction

Evidence confidence is 66/100 and should limit conviction in the aggregate read.

Narrative Breadth

How widely tone is shared

165 equities
55Breadth
Constructive2112.7%
Balanced14084.8%
Cautious42.4%

Score Distribution

Shape of the company tape

Neutral range 43 to 57
1Strong caution
3Cautious
140Balanced
20Constructive
1Strongly constructive

Evidence Quality

Reliability of the read

Confidence is not polarity
66/100 group confidence
High confidence57
Usable evidence40
Developing68

1704 relevant story observations across 959 publisher signals. 100% is direct company evidence.

13-Week Trajectory

Weighted tone and participation

Completed observations only
15 Jun: tone 51.8, breadth 54.3, 164 observations22 Jun: tone 51.7, breadth 53.2, 157 observations29 Jun: tone 51.0, breadth 51.8, 164 observations06 Jul: tone 51.6, breadth 52.5, 158 observations13 Jul: tone 51.0, breadth 51.2, 163 observations20 Jul: tone 52.0, breadth 52.8, 163 observations27 Jul: tone 51.8, breadth 54.9, 164 observations03 Aug: tone 52.6, breadth 54.8, 83 observations10 Aug: tone 52.7, breadth 58.5, 41 observations 100500
18 May29 Jun10 Aug
Weighted toneNarrative breadthNeutral 50

The path uses a fixed quality sample of up to 165 current constituents to keep the historical query reproducible. Earlier observations are not rewritten by later headlines.

Market Confirmation

How price is responding to the news tape

165 securities measured

Price response is a diagnostic cross-check. It does not alter the sentiment score, so agreement and disagreement remain visible.

Confirmed by price95% of qualified equities
News-price disagreement6841% of qualified equities
Cautious news absorbed11% of qualified equities
No decisive price test8753% of qualified equities
Median 1W return+0.70%
Median 4W return+0.00%
Positive 1W response55%
Active trend signal46%
Above Fair Value53%
Median Fair Value gap+1.20%

Internal Leadership

Country map

10 qualified groups

16 thin groups are withheld because they contain fewer than 5 qualified securities.

Peer Comparison

Where this read sits in the ranked tape

Rank 105 of 157

Catalyst Lens

What is moving the narrative

Latest company observations
Market update9356.4% of equities · tone 51.6
Earnings6640.0% of equities · tone 53.9
Capital return42.4% of equities · tone 52.0
Regulatory and legal10.6% of equities · tone 33.0
Deals and strategy10.6% of equities · tone 51.0

Publisher Lens

Where the latest observations came from

Not an independence count
TradingView5332.1% of equities · tone 51.2
simplywall.st1710.3% of equities · tone 52.9
marketscreener.com116.7% of equities · tone 49.2
MarketBeat84.8% of equities · tone 58.0
TipRanks74.2% of equities · tone 50.5
scanx.trade63.6% of equities · tone 54.1
Market source53.0% of equities · tone 52.5
webull.com42.4% of equities · tone 56.7

Positioning Lens

What deserves attention

Score rank#105among 157 measured industries
Parent spread+0.4versus Consumer Cyclical
Cross-company dispersion4.7higher values mean a less uniform tape

Security Evidence

The equities behind the read

Open any ticker for its complete dossier

Constructive leaders

Fuji Seal International, Inc.

Balanced read · +0.2% 1W

Earnings · 33/100 confidence · 3 direct stories
KRT64
Karat Packaging Inc

News confirmed by price · +17.0% 1W

Earnings · 90/100 confidence · 42 direct stories
Huaxi Holdings Company Limited

Positive news being faded · -3.4% 1W

Earnings · 24/100 confidence · 2 direct stories
CAS63
Cascades Inc.

News confirmed by price · +26.4% 1W

Earnings · 54/100 confidence · 2 direct stories
CCK62
Crown Holdings Inc

News confirmed by price · +2.7% 1W

Earnings · 88/100 confidence · 18 direct stories
AVY61
Avery Dennison Corp

News confirmed by price · +4.4% 1W

Market update · 89/100 confidence · 38 direct stories
Tomoku Co., Ltd.

Balanced read · +0.8% 1W

Capital return · 65/100 confidence · 6 direct stories
Ardagh Metal Packaging SA

News confirmed by price · +6.6% 1W

Earnings · 88/100 confidence · 37 direct stories

Cautious laggards

OI33
O-I Glass Inc

Caution confirmed by price · -1.7% 1W

Regulatory and legal · 86/100 confidence · 14 direct stories
CCL Industries Inc.

Balanced read · +0.0% 1W

Market update · 66/100 confidence · 7 direct stories
Korea Export Packaging Industrial Co.,Ltd

Bad news being absorbed · +7.0% 1W

Earnings · 49/100 confidence · 3 direct stories
Yunnan Energy New Material (Group) Co., Ltd.

Balanced read · +1.4% 1W

Capital return · 24/100 confidence · 2 direct stories
Verallia Société Anonyme

Balanced read · -3.2% 1W

Market update · 65/100 confidence · 6 direct stories
Pacific Millennium Packaging Group Corporation

Balanced read · +0.0% 1W

Earnings · 24/100 confidence · 2 direct stories
Shandong Linuo Pharmaceutical Packaging Co., Ltd.

Price moving ahead of tone · -5.1% 1W

Market update · 36/100 confidence · 3 direct stories
Forest Packaging Group Co.,Ltd.

Price moving ahead of tone · +7.2% 1W

Market update · 36/100 confidence · 3 direct stories

Attention leaders

GPK49
Graphic Packaging Holding Company

Balanced read · -2.6% 1W

Earnings · 75/100 confidence · 56 direct stories
Silgan Holdings Inc

Price moving ahead of tone · -13.9% 1W

Earnings · 75/100 confidence · 55 direct stories
SW50
Smurfit WestRock plc

Price moving ahead of tone · +9.6% 1W

Market update · 75/100 confidence · 55 direct stories
MYE60
Myers Industries Inc

Price moving ahead of tone · +8.7% 1W

Earnings · 75/100 confidence · 53 direct stories
TRS57
TriMas Corporation

Balanced read · -0.2% 1W

Earnings · 75/100 confidence · 51 direct stories
IP52
International Paper

Balanced read · -3.2% 1W

Market update · 75/100 confidence · 50 direct stories
SON59
Sonoco Products Company

Balanced read · -3.2% 1W

Earnings · 75/100 confidence · 50 direct stories
GEF52
Greif Bros Corporation

Price moving ahead of tone · +10.1% 1W

Earnings · 75/100 confidence · 50 direct stories

Latest Evidence Ledger

Recent company-level observations

18 displayed

TCPL Packaging Board Approves Unaudited Q1 FY2027 Results

The Globe and Mail · Earnings · Balanced read

83/100 confidence · 100% direct evidence
CCK62

Crown Holdings, Inc. $CCK Holdings Raised by Handelsbanken Fonder AB

MarketBeat · Earnings · News confirmed by price

88/100 confidence · 100% direct evidence

Dongwon Industries 2Q Operating Profit Reaches 151.5 Billion Won, Up 13.3% Year-on-Year

아시아경제 · Earnings · Price moving ahead of tone

58/100 confidence · 100% direct evidence
PKG57

Packaging Corp. of America stock underperforms Tuesday when compared to competitors despite daily gains

MarketWatch · Market update · Price moving ahead of tone

90/100 confidence · 100% direct evidence
EPL58

EPL Limited Q1 Results: Revenue surges 25.3% YoY to ₹13,879mn

scanx.trade · Earnings · News confirmed by price

46/100 confidence · 100% direct evidence
AVY61

Executive Sells Nearly $300,000 Worth of Avery Dennison Stock

finance.yahoo.com · Market update · News confirmed by price

89/100 confidence · 100% direct evidence

Barem Ambalaj Sees Major Internal Block Trade on Borsa Istanbul Watchlist

TipRanks · Market update · Price moving ahead of tone

69/100 confidence · 100% direct evidence
AVY51

Avery Dennison Corporation $AVY Shares Bought by Assenagon Asset Management S.A.

MarketBeat · Market update · Price moving ahead of tone

86/100 confidence · 100% direct evidence

Should Rengo (TSE:3941) Look Fairly Valued On Higher Dividend Guidance And New Forecasts?

simplywall.st · Earnings · Price moving ahead of tone

65/100 confidence · 100% direct evidence

Knack Packaging Q1 Results: Earnings Call Audio Recording Uploaded

scanx.trade · Earnings · Price moving ahead of tone

80/100 confidence · 100% direct evidence
HEX50

Hexagon Composites ASA 2026 Q2 - Results - Earnings Call Presentation (OTCMKTS:HXGCF) 2026-08-10

Seeking Alpha · Earnings · Price moving ahead of tone

50/100 confidence · 100% direct evidence

Commercial Syn Bags Limited (COMSYN.BO) stock price, news, quote and history

Market source · Earnings · Price moving ahead of tone

77/100 confidence · 100% direct evidence
OI33

O-I Glass, Inc. (OI) Investigation: Bronstein, Gewirtz & Grossman

The National Law Review · Regulatory and legal · Caution confirmed by price

86/100 confidence · 100% direct evidence

Macfarlane cancels 60,000 shares as buyback trims share capital and updates voting rights

TipRanks · Capital return · Balanced read

59/100 confidence · 100% direct evidence

What Is Behind Metsä Board Oyj (HLSE:METSB) Shares Moving Now?

simplywall.st · Earnings · Price moving ahead of tone

61/100 confidence · 100% direct evidence

What Is Behind Metsä Board Oyj (HLSE:METSB) Shares Moving Now?

simplywall.st · Market update · Balanced read

53/100 confidence · 100% direct evidence

TPL Plastech Consolidated June 2026 Net Sales at Rs 124.38 crore, up 37.6% Y-o-Y

Moneycontrol.com · Market update · Balanced read

73/100 confidence · 100% direct evidence

Shimojima (TSE:7482) Stock Draws Attention After EPS More Than Doubles

webull.com · Earnings · News confirmed by price

51/100 confidence · 100% direct evidence

Reproducible Method

How to read this dossier

Direction

The score measures the polarity of qualified published news after relevance, source quality, event importance and freshness weighting. It is centred at 50.

Breadth

Breadth measures how widely constructive or cautious classifications are shared. A few extreme equities cannot create broad participation.

Confidence

Confidence measures sample depth, direct-company coverage, publisher diversity, freshness and agreement. It is intentionally separate from direction.

Market confirmation

Completed weekly price data tests whether the market confirms, rejects or absorbs the narrative. Price never feeds back into the sentiment score.

Coverage controls

Unqualified ticker records are excluded, and subgroup maps require at least five qualified securities. Thin slices are disclosed instead of ranked.

Interpretation

This is a current evidence classification, not a forecast, target, recommendation or measure of investor positioning.

Evidence context