Materials
Paper & Plastic Packaging Products & Materials
5 companies under coverage.
Coverage
Paper & Plastic Packaging Products & Materials
Equity Research
Smurfit WestRock plc (SW)
The bull case — 'Bull — Pricing + Re-Rate' (8% weight) — targets $74, +61% vs spot. It needs Gross Margin to surprise to the upside.
Equity Research
Amcor PLC (AMCR)
The bull case — 'Bull — Pricing + Re-Rate' (8% weight) — targets $67, +54% vs spot. It needs Gross Margin to surprise to the upside.
Equity Research
Avery Dennison Corp (AVY)
The bull case — 'Bull — Pricing + Re-Rate' (8% weight) — targets $264, +62% vs spot. It needs Gross Margin to surprise to the upside.
Equity Research
International Paper (IP)
The bull case — 'Bull — Pricing + Re-Rate' (8% weight) — targets $58, +51% vs spot. It needs Gross Margin to surprise to the upside.
Equity Research
Packaging Corp of America (PKG)
The bull case — 'Bull — Pricing + Re-Rate' (8% weight) — targets $399, +67% vs spot. It needs Gross Margin to surprise to the upside.