Smith (ds) Share Discussion Threads

[mirandaj] 26/11/2014 08:24

The company have a good ethic - they do this sort of thing all the time

[philanderer] 25/11/2014 09:29

25th nov Jefferies hold tp 280p


reiterates

[philanderer] 24/11/2014 16:54

DS Smith plc (LON:SMDS)‘s stock had its “overweight221; rating reaffirmed by equities research analysts at JPMorgan Chase & Co. in a research note issued to investors on Monday. They currently have a 368p target price on the stock.

[philanderer] 24/11/2014 12:46

German IFO survey ... the business climate index rose to 104.7 from 103.2 previously, surprising analysts who had expected a small fall. Both the current assessment and expectations sub-indices also unexpectedly improved.


Sharecast.

[philanderer] 21/11/2014 13:16

Next resistance chartwise at 291p , but a good showing so far today.

[mirandaj] 20/11/2014 19:11

DS Smith’s plastic division Worldwide Dispensers, providers of high quality precision-injection molding, automated assembly and custom-design dispensing solution, has opened a new manufacturing facility in Illinois, US.


The new, 24/7 facility will help the company strengthen its position in North America.

Spread over 67,000 ft2, Worldwide Dispensers plans to expand the facility further. The existing facility comprises 19 full-time employees, 10 injection moulding machines and two assembly cells.

Speaking about the facility, Worldwide Dispensers North America general manager Mark Kurtzweg said: "This new facility is our third in North America and it comes in response to an increase in market demand. By expanding our operational capabilities, we will be able to meet customer demands while maintaining the same high standards of service, quality and innovation that our customers are used to."

DS Smith, plastics division of North America Kevin Grogan said: "Our new location -- strategically located in Bolingbrook, Illinois -- builds on DS Smith's unique strengths and commitment to expand our position in North America by offering unique packaging solutions to the markets we serve."

DS Smith, Plastics Division is a fast growing division of the company which is estimated to be of a value of approximately $6bn. The company primarily focuses on three main areas, flexible packaging and dispensing solutions, rigid packaging, and foam products.

The company's plastics division in North America supplies flexible packaging and dispensing solutions and operates from five manufacturing facilities with one located in California and two facilities each located in Illinois and Minnesota.

[philanderer] 20/11/2014 17:21

Analysts forecast the Global Containers and Packaging market to grow at a CAGR of 6.87 percent over the period 2014-2019

[philanderer] 18/11/2014 15:23

Davy Research reiterates 'underperform' this morning.

[mirandaj] 13/11/2014 19:40

Good products





Again, more impressive awards.

[philanderer] 12/11/2014 13:05

Jefferies doing the damage today..... cuts target to 280p from 310p . . 'hold' recommendation

[philanderer] 11/11/2014 12:32

Chartwise, 286p then 291p look to be the next resistance.

[philanderer] 10/11/2014 17:08

Good volume again , 7 million shares traded today


10th nov JP Morgan overweight tp 368p

reiterates

[philanderer] 07/11/2014 11:41

7th nov Investec buy tp 350p

reriterates

[philanderer] 06/11/2014 23:35

Questor share tip: Packaging sector looks good for income


DS Smith has been greatly boosted by its takeover of Swedish packaging firm SCA Packaging in 2012. The company is expected to hit revenues of £4.05bn and profits of £261.4m for the year ended April 2015, up from pre-tax profits of just £55m in 2010.

Packaging companies also generate plenty of cash, which has enabled Mondi to raise the dividend from 9.5c per share in 2009 to a prospective 41.5c for this year, offering a prospective yield of 3.1pc. The forecast dividend for
DS Smith of 11p is more than double that of four years ago and is covered more than twice by 23.5p in earnings per share, offering a prospective yield of 4.2pc on the shares.

The ratings on shares in the packaging sector still look reasonable. DS Smith trades at 11.2 times forecast earnings, Mondi a slight premium on 12.9 times, and Smurfit Kappa on 11.1 times.

Investors do need to bear in mind that profits are at record highs, which flatters the PE ratio. Using DS Smith as an example, if we take the average earnings per share for the past five years of about 16p, the shares are currently trading on 16.6 times cyclically adjusted earnings.

Questor thinks that gives a useful idea of a floor for the shares by taking a very conservative 12 times the 16p cyclically adjusted earnings, or about 200p.
The growth will not be stellar in the packaging sector but, at these levels and with stable pricing, the shares in Mondi, DS Smith and Smurfit Kappa remain a hold for income.

[philanderer] 06/11/2014 19:58

Thanks zapa, more than welcome. Almost broken that downtrend on the chart ;-)

[zapa] 06/11/2014 18:34

Thanks for your posts philanderer.

[philanderer] 06/11/2014 16:56

Good day and up on big volume , 4 million shares traded.

[philanderer] 06/11/2014 12:54

DS Smith plc’s “Overweight221; Rating Reiterated at JPMorgan Chase & Co... target price 368p

Investors Chronicle:

IC TIP UPDATES:
Packaging specialist DS Smith (SMDS) reports that its disciplined approach
means that the business is on course to meet expectations despite ‘economic
headwinds’ in many of its markets. The company has also announced the
acquisition of Spanish packaging business Andopack.

We maintain our buy rating.

[dr_smith] 06/11/2014 11:51

Thank-you Philanderer re dates.
Yes, given Germany/Europe economic expecttaions, they are bucking the trend.

[philanderer] 06/11/2014 10:46

Conference call went well hopefully . Nice solid update.

[philanderer] 06/11/2014 09:48

November 6 2014Morning briefing

SECTORS: Paper & Packaging

COMPANIES: DS Smith

DAVY VIEW

DS Smith’s trading update confirms that corrugated volumes continue to grow in Europe, which is positive. Our short-term concerns centre on a number of headwinds that the stock is facing – namely, higher containerboard prices, more competitive corrugated pricing and a weaker euro/sterling exchange rate.

[philanderer] 06/11/2014 09:34

Morning Doctor , it was stated on the recent IMS on the 17th september

Forthcoming Dates:

Half year trading update...6 November 2014

Results for the half year to 31 October 2014....4 December 2014