|Smurfit Kappa Group
||EPS - Basic
||Market Cap (m)
Smurfit Kappa Share Discussion Threads
Showing 776 to 798 of 800 messages
|Three major brokers with buys and price targets of 24.25 to 24.80 on the shareprice for the next 12 months
Good entry point now for new investors for a 15%+ return....
24 Apr 17 Goldman Sachs Buy 2,074.50 2500.00 2425.00 Reiterates
02 Mar 17 Jefferies International Buy 2,074.50 2310.00 2480.00 Upgrades
23 Feb 17 Deutsche Bank Buy 2,074.50 2300.00 2460.00 Retains|
|Smurfit Kappa @smurfitkappa 6 hours ago
Proud to announce the opening of our new #packaging Experience Centre in Madrid, Spain
|Guinness and Ryanair named among most valuable Irish brands
Brand Finance ranking also includes AIB, DCC, BoI, Smurfit, Jameson and Kingspan
|Kent depot complements Smurfit Kappa mill investment
|I will be surprised if we do not see 22 by the end of this week
And then some more next week - 2270|
|Jefferies (H/T FT AV)
Testliner and kraftliner grind higher: Since our last Packaging Wrap on March 27, Benchmark European testliner and kraftliner prices continued to grind higher, posting 2% and 3% gains respectively. Since Jan 2017 trough: testliner has risen €56/t (13%) with kraftliner up €44/t (8%). Success in initial round of 2017 price hikes combined with strong market demand and rising raw material costs (OCC), prompted leading European containerboard producers (SKG, SMDS, MNDI) to announce a second round of hikes: targeting €40/t for testliner from April 3 and €50/t for kraftliner from May onwards.
OCC easing as China exports decline: China has started a “National Sword” program aimed at improving quality of imported materials leading to closer inspections and rejections of recovered paper & boxes. Benchmark imported Chinese OCC prices have fallen 15%-20% over past month (Source: RISI). With up to 20% of European OCC exported to Asia, this decline has seen European OCC prices ease 3% in past fortnight. Obviously; this may impact on-going negotiations on second round of European containerboard hikes [€40/t for testliner, €50/t for kraftliner]. We look to Smurfit Kappa May 5 Q1 results for an update on current price negotiations.|
|Going guns....and a near 3% divi last week.....|
|we should have quite a good 9-10 days here before the AGM and 1st quarter results on 5th May. (as predicted o Friday!)|
|'Sucks' doesn't it, Goldman always raining on my parade.
$24.25 would be a result.|
|I would settle for 24.25! :)|
|Nice dividend in the pipeline too :-)|
|Morning phil, it is the same for me ;-)
Onwards and upwards, until Trumpville comes out with a curved ball?|
|Morning red , best riser for me this morning :-)
Goldmans retaining 'buy' ... target cut from 2500p to 2425p|
|Yes indeed ;-)|
|Macron relief rally tomorrow ;-)|
|It still needs to recover some ground before I get to break even.|
|Not too bad a week for SKG considering.
Taking account of the xd just -29p for the seven days, with FTSE100 -3%
Portfolio taking a bit of a whack but off it's worst at -0.9% for the week|
|I now expect a bounce back here now that it has gone Ex Div and the results less than 10 days away.|
|2.43% ex-divi today....|
|Afternoon EI , I`m grateful for my few 'domestics' again today , just about holding the portfolio together :-)
SKG goes xd tomorrow morning for the 57.6 cent per share dividend|
|phil, UK domestic plays getting support atm as per MKS, LLOY etc.
Adding some GSK as a LLOY hedge, however my LLOY holding significantly larger.|
|FTSE100 now under water for 2017.
Overseas earners feeling the brunt of it again today.|
I don't disagree on your short term market sentiment. A pull back seems more than likely.
Like you I now have 'off days' where my focus is not up to the task.
Gnk was one of my competition entries on Vlg! I am now considering dumping, based on market commentaries on consumer spending. There is a lot of same style competition in the sector and price barriers to consider.
Engineering stocks took a wobble for a few days, the major exceptions in my portfolio being Rsw and Spx.
Your love of REIT's has been rewarding. My sale of Nrr @ just below £3.40 maybe wasn't best timed. I might get back in if it hits £3.30.
My small caps have flown away. Not complaining, except I don't have enough to top slice.
If/when Lloy takes off I will really crack the champers. I have accumulated quite a few in recent years. I hope that they keep their noses clean. Antonio's vow to meet the bill for PPI has hit him in the zipper and shareholders in the pocket! The government needs to stop all of this nonsense about making the banks the source of substitute liquidity for the masses. They cannot pay out fraudulent billions of claims for all and sundry trumped up misdemeanours without it impacting on the business.
Same goes for utilities, they cannot provide services at less than cost and expect shareholders to foot the bill.
Sorry - this is Skg board so I shouldn't rant on about other stocks.