Share Name Share Symbol Market Type Share ISIN Share Description
Smurfit Kappa Group LSE:SKG London Ordinary Share IE00B1RR8406 ORD EUR0.001
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -41.00p -1.74% 2,315.00p 2,317.00p 2,320.00p 2,360.00p 2,308.00p 2,356.00p 310,467 16:35:26
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Industrials 6,953.9 557.4 161.4 13.6 5,481.98

Smurfit Kappa Share Discussion Threads

Showing 901 to 925 of 925 messages
Chat Pages: 37  36  35  34  33  32  31  30  29  28  27  26  Older
DateSubjectAuthorDiscuss
19/7/2017
23:59
Packaging giant Smurfit Kappa rose by 0.7 per cent to €26.30 on foot of positiive noises for the sector in Europe and elsewhere HTTPS://www.irishtimes.com/business/markets/world-stocks-buoyed-by-positive-corporate-earnings-1.3160405
philanderer
19/7/2017
09:27
time for weak holders to sell up their positions and lock in profits. But also time for long term holders to get a position at 23 or below
moorsie2
19/7/2017
08:44
it will no problem
moorsie2
19/7/2017
08:37
Really struggluing to hold 2300p.
philanderer
19/7/2017
08:35
Jefferies price uplift is very interesting as they were hawkish last year with a downgrade at one point. So if a more historically hawkish analyst is increasing the target to 2635p then there is good upside potential here. 10 trading days to results will see many people take t10 trading positions here. I would expect a good run up to 2550 for half year results
moorsie2
19/7/2017
08:32
10 days to half year results....
moorsie2
18/7/2017
09:25
Jefferies increses tp to 2635p from 2550p maintains 'buy'
philanderer
11/7/2017
11:49
Good numbers yesterday from Packaging Corp Of America. Smurfit Kappa : Double win for Smurfit Kappa at Part Awards 2017 in Russia HTTP://www.4-traders.com/SMURFIT-KAPPA-GROUP-PLC-1412413/news/Smurfit-Kappa-Double-win-for-Smurfit-Kappa-at-Part-Awards-2017-in-Russia-24730340/
philanderer
10/7/2017
11:53
Smurfit Kappa‏ @smurfitkappa 41 minutes ago Smurfit Kappa’s SupplySmart service reaches 50,000 #SupplyChains, taking optimisation of #packaging to a new leveL HTTP://www.smurfitkappa.com/vHome/com/Newsroom/PressReleases/Pages/Smurfit-Kappa-reaches-new-milestone-with-SupplySmart-service.aspx
philanderer
07/7/2017
21:14
Smurfit Kappa‏ @smurfitkappa 4 hours ago Experience #packaging design like never before at our Dublin Experience Centre! Sit at the #corrugated bar or play the #cardboard pool table
philanderer
07/7/2017
17:12
So just -9p on the week.
philanderer
06/7/2017
13:38
Stronger £ not helping either today.
philanderer
06/7/2017
13:36
Yep, though rather 'crystal ball' stuff going fwd......
soundbuy
06/7/2017
12:36
Ah, thanks SB, that explains the drop .
philanderer
06/7/2017
12:06
Goldman (HT FT AV) Signs of pulp weakness emerging Pulp prices have rallied more than we expected ytd, with hardwood up 28% and softwood up 10%, driven by supply delays, inventory restocking and solid demand. We now see emerging signs of pulp price weakness and expect a supply ramp-up to weigh on near-term pulp prices for both hardwood and softwood. While we remain cautious in the near term, we raise our long-term pulp price forecast to $680/t (from $635/t) as supply-demand looks more balanced from 2019. Packaging margin recovery delayed The combination of rapidly rising container board prices and an upward trend in OCC prices is weighing on both integrated and non-integrated box producers’ margins. While we continue to model box price increases for 2H17 and into 2018, higher raw material costs imply a longer path to margin recovery and somewhat smaller potential for margin expansion than we previously expected. We thus have a more balanced outlook on packaging. Stora is up 11% ytd, driven by higher pulp prices and a solid ramp-up of its Chinese Behai mill. While we expect the Chinese ramp-up to remain on track, we believe negative pulp price momentum will weigh on Stora in the near term, and reiterate our Sell (13% downside potential). Smurfit is up 27% ytd, outperforming our P&P coverage by 14% and the broader market by 22%. We downgrade the stock to Neutral from Buy post outperformance.
soundbuy
05/7/2017
20:34
European containerboard market 'at risk of oversupply' July 04, 2017 Europe: Sixty-one containerboard machines across Western and Central Europe 'face above-average risk of closure' against a backdrop of potential market oversupply, warns a study from leading sector analyst RISI. HTTP://www.recyclinginternational.com/recycling-news/10638/paper-and-textiles/europe/european-containerboard-market-039-risk-oversupply-039
philanderer
05/7/2017
13:29
Smurfit Kappa‏ @smurfitkappa 6 hours ago At Smurfit Kappa, we’re pioneering Virtual Reality to help #marketers make better #packaging decisions HTTP://info.smurfitkappa.com/shelfsmart
philanderer
03/7/2017
13:26
'Smurfit Kappa invests in sustainable technology at Austria mill' Smurfit Kappa has announced a multi-million euro investment in technology at its Austrian paper mill to reduce emissions and increase production HTTPS://www.packagingnews.co.uk/top-story/smurfit-kappa-invests-sustainable-technology-austria-mill-03-07-2017
philanderer
30/6/2017
17:59
One of the few that didn`t sell off late on today.
philanderer
30/6/2017
11:40
Maybe bringing attention to the sector and in turn exposing the valuation gap here.
moorsie2
30/6/2017
11:09
DS Smith - purchase highlighting value here?
soundbuy
29/6/2017
17:14
SKG and HILS the only blue ones for me today. Portfolio tw@tted this week.
philanderer
29/6/2017
15:53
Still fancy Int. Paper taking a swipe at SKG one day.........
soundbuy
29/6/2017
15:51
Strategically sensible but dear...... (HT FT AV ML) Goodbody Interstate reported EBITDA of £50m in FY16 (£64m in FY15) pointing to a toppy initial EV/EBITDA multiple albeit in line with recent M&A in the region. DS Smith expects to generate £20m of synergies by end FY21 which will come at a one off cash cost of £45m while £75m of working capital is expected to be stripped out of the business. Overall, a post synergy EV/EBITDA multiple based on the assumption the business can recover to the operational performance of FY15 will be above 10x. We estimate that net debt/EBITDA in FY18 will be c.2.4x. We estimate negligible eps accretion in FY18 and by FY20/21 mid-single digits accretion. Interstate produces c. 430k tonnes of containerboard board and c. 240k tonnes of corrugated which leaves scope for corrugated bolt on’s as the business integrates. Although DS Smith has gained entry into a structurally more attractive market in the US relative to Europe it is not without its risks given the consideration. This will put increased importance on being able to bolt-on further businesses in a relatively short time span to leverage off the new assets and drive attractive returns to shareholders. UBS. According to DS Smith, IRI had 2016 sales of $618m, pre-exceptional EBIT of £64m – equating to a multiple of 21.5x EBIT. Synergies of $25m by 2021 (DS Smith estimate) would see the post synergy multiple fall to 15.5x, and DS Smith indicated improved Y/Y trading at IRI in 2017. Based on 2015 results (EBIT at $82m), the multiple would be 17x EBIT pre-synergies, 13x post. DS Smith expects the acquisition to be EPS accretive immediately and achieve a ROCE above the DS Smith WACC in year 1. We expect low-single-digit EPS accretion initially. Assuming the 2015 EBIT and synergy deliveries would suggest EPS accretion by 2021 of c7-10%. As per the announcement, the remaining 20% of the business is to be acquired within 5 years unless otherwise agreed by buyer and seller (at a fixed multiple of 8x EBITDA). : A US acquisition has been long discussed by DS Smith, so we would expect this to be seen as a positive step. The post synergy acquisition multiple is 10-20% premium to the DS Smith multiple, so it is not a cheap acquisition; but overall we expect it to be well received as a positive strategic step
soundbuy
29/6/2017
10:18
Definitely benefiting from SMDS results this morning. Big move by them into an unknown market (for them) of North America. I wonder what multiple they have paid - but on first glance it would appear to be exceptionally high..
moorsie2
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