Headquartered in Zurich, Switzerland, Amcor plc (AMCR) delivers packaging solutions for consumer and healthcare markets, emphasizing sustainability across flexible and rigid formats. With a market capitalization of nearly $19 billion, well above the $10 billion “large-cap” threshold, the company serves global food, beverage, medical, pharmaceutical, and personal care industries. Despite this scale, AMCR stock is currently trading 21.2% below its March high of $10.45 and has slipped modestly over the past ...

Split-adjusted shares expected to begin trading on January 15, 2026 Second quarter fiscal 2026 per share metrics to be reported on a split-adjusted basis ZURICH, Dec. 11, 2025 /PRNewswire/ -- Amcor plc (NYSE: AMCR; ASX: AMC), a global leader in developing and producing responsible packaging solutions, announced today it will proceed with the 1-for-5 reverse stock split previously approved by Amcor shareholders at its annual general meeting of shareholders held on November 6, 2025. Amcor expects to file an ...

From Tuesday to Wednesday, the Federal Open Market Committee (FOMC) is scheduled to hold a meeting on economic projections. This will likely bring another Fed funds rate cut by 25 bps, according to Fed funds futures at nearly 90% probability. In turn, lower short-term interest rates should ease refinancing conditions for businesses. That is, if rate cuts do not end up signaling economic weakness. In that case, long-term borrowing costs could remain elevated, often tied to either Treasury yields or corporate ...

We came across a bullish thesis on Amcor plc on Asymmetric Alpha’s Substack. In this article, we will summarize the bulls’ thesis on AMCR. Amcor plc's share was trading at $8.54 as of December 1st. AMCR’s trailing and forward P/E were 28.31 and 10.59 respectively according to Yahoo Finance. Graphic Packaging’s CFO Heads to Rival Amcor, Interim Named Copyright: bialasiewicz / 123RF Stock Photo Amcor Limited (AMCR) is emerging as a global packaging powerhouse following its all-stock acquisition of Berry G ...

Core Insights - The article emphasizes the importance of dividend-paying stocks, highlighting a long-term focus on this investment strategy by the company for over 15 years [1] Summary by Categories Dividend-Paying Stocks - The company has been tracking dividend-paying stocks closely, indicating a sustained interest in this segment of the market [1]

Core Insights - South Korean cryptocurrency exchange Upbit is planning to launch an initial public offering (IPO) on Nasdaq following a merger with Naver, a South Korean internet firm [1][2] - The merger between Upbit's parent company Dunamu and Naver is expected to be completed this week, potentially creating a bridge between cryptocurrency and traditional finance [2][3] Company Developments - Naver's FinTech arm, Naver Financial, and Dunamu have been in discussions regarding potential collaborations, indicating a convergence of the tech and cryptocurrency sectors in South Korea [3] - Naver's quarterly revenue surpassed 3 trillion South Korean won (approximately $2.04 billion) in Q3, driven by AI integration in its services [4] - Naver Pay's revenue increased by 12.5% year-over-year and 5.2% quarter-over-quarter, reaching 433.1 billion South Korean won (about $294.5 million) [5] Market Trends - Over one-third of South Korea's population, approximately 18 million people, are engaged in trading digital assets, highlighting a significant market for digital finance [4] - Naver Pay's total payment volume in Q3 reached 22.7 trillion South Korean won (about $15.4 billion), reflecting a 21.7% increase from the previous year [5] - Naver Pay's acquisition of a 70% stake in Securities Plus Unlimited demonstrates its commitment to expanding its role in the FinTech sector [6]

Core Insights - The article emphasizes the importance of strong foundational companies in the technology, industrial, and conglomerate sectors for long-term success [1] Group 1: Company Analysis - The focus is on analyzing diverse businesses, particularly those with robust financials and strategic positioning [1] - The analysis combines financial metrics with narrative storytelling to provide insights into company performance and market understanding [1] Group 2: Industry Perspective - There is a clear interest in the technology, industrial, and conglomerate sectors, indicating a belief in their growth potential [1]

Core Insights - Amcor has launched the Amcor Lift-Off Winter 2025/26 Challenge to invite global start-ups to develop sustainable packaging solutions, focusing on flexible and paper-based packaging [1][3] - The initiative aims to build on previous successful collaborations in areas such as AI-powered waste analytics and bio-based materials [1][3] Challenge Details - Start-ups are encouraged to submit solutions in three areas: home-compostable adhesives for flexible packaging, high-performance compostable oxygen transmission barriers for paper packaging, and nature-based barrier additives for film formulation [2] - The challenge will occur in three phases, with selected start-ups presenting their technologies to Amcor's R&D team for potential joint development and investment opportunities of up to $500,000 [2] Company Performance - Amcor reported a net income of $262 million for the quarter ending September 30, 2025, an increase from $191 million year-over-year, with net sales rising 68% to $5.74 billion at constant currency [4] - The company reaffirmed its earnings outlook for fiscal 2026, indicating strong financial performance [4] Strategic Focus - Amcor's vice-president of corporate venturing and open innovation emphasized the company's commitment to advancing circularity and environmental responsibility through collaboration with start-ups [3] - In early November 2025, Amcor announced an expansion of its printing, lamination, and converting capabilities in North America to better serve the protein packaging market [3]

Core Insights - Amcor has launched the Amcor Lift-Off Winter 2025/26 Challenge to invite global start-ups to develop sustainable packaging solutions, emphasizing the company's commitment to open innovation and circularity [1][3][5] Group 1: Challenge Details - The challenge will focus on critical research and development priorities for flexible and paper-based packaging [2][3] - Start-ups are encouraged to submit solutions in three key areas, including home-compostable adhesives, high-performance compostable oxygen transmission rate barriers, and nature-based barrier additives for film formulation [7] Group 2: Participation and Investment - Incorporated companies with a Technology Readiness Level (TRL) above five can apply, regardless of their prior funding history [4] - Selected start-ups will have the opportunity to present their technologies to Amcor's R&D team and may secure joint development opportunities and potential investments of up to $500,000 [4] Group 3: Company Overview - Amcor is a global leader in responsible consumer packaging, generating $23 billion in annualized sales from operations across over 400 locations in more than 40 countries [6]

Core Viewpoint - The stock market's performance in 2025 is deemed less relevant due to the impact of AI implementation and new policies, suggesting a focus on selecting undervalued stocks rather than broad market trends [2] Group 1: Sonoco Products (SON) - Sonoco Products is identified as a value play with a low price-to-earnings ratio of 6.5 and a 5% dividend yield, despite recent challenges from an acquisition and market conditions [3][5] - The company specializes in both consumer and industrial packaging, and following its acquisition of Eviosys, it has become the largest manufacturer of metal food cans and aerosol packaging [4] - Sonoco has a 42-year history of increasing dividends, although it has faced recent setbacks including high costs and lower demand, leading to a quarterly earnings miss and reduced guidance [6] Group 2: International Paper (IP) - International Paper is trading at a low valuation of six times cash flow and offers a 5% yield, making it a potential contrarian investment [7] - The company has encountered similar issues as Sonoco, including rising input costs and reduced demand, which have led to lowered guidance for 2025 and 2026 [8] - Despite these challenges, the stock's valuation metrics are attractive, with a price-to-earnings growth (PEG) ratio of 0.26 [9] Group 3: Amcor (AMCR) - Amcor is recognized for its 41 years of dividend growth and currently offers a yield exceeding 6%, with a forward price-to-earnings ratio under 11 [10][11] - The company produces various food-related packaging products and is experiencing a merger hangover that has affected its stock price [12] - Amcor's recent financial reports indicate struggles with weak volumes, but its valuation metrics remain appealing compared to previous assessments [11][12] Group 4: Bristol-Myers Squibb (BMY) - Bristol-Myers Squibb is highlighted for its low valuation at under eight times earnings and a 5.2% dividend yield, despite concerns over patent expirations [13] - The company has a robust portfolio of over 30 products, including key cancer treatments, and has reported strong quarterly results [14] - Partnerships and a promising pipeline are expected to mitigate risks associated with patent cliffs, making it an attractive investment option [15]