DS Smith (SMDS)

Foros Empresas Reino Unido DS Smith (SMDS)

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  • #15807

    DS SMITH

    “a leading provider of corrugated packaging in Europe and are present in 36 countries, employing around 26,000 people.

    Our story can be traced back to the box-making businesses started in the 1940s by the Smith family in East London. DS Smith originally listed on the London Stock exchange in the late 1950s.”

    PACKAGING DS Smith is a European leading provider of consumer packaging with emphasis on state-of-the art packaging design.

    RECYCLING DS Smith is the largest paper recycler in Europe, managing circa 5.4 million tonnes annually, a market leading recycling and waste management company.

    recicled PAPER. We are a leading European manufacturer of high-quality recycled papers. Our papers are used by the packaging industry for conversion into board for making corrugated boxes.

    PLASTICS . Our Plastics business comprises of flexible packaging and dispensing solutions, rigid packaging and returnables, as well as foam products.

    CRECE A TRAVES DE COMPRAS.

    • Compra, en USA,  el negocio complementario PARISH MANUFACTURING:   http://parishmfg.com/

    http://parishmfg.com/

    • Compra DEKU-PACK de Diamarca.         http://www.deku-stans.dk/
    • Compra en UK Creo Retail Marketing      http://www.creo-pos.com/creo-retail-round-up-7/
    • Compra P&I   de Portugal; a specialist in display products and services for in-store marketing in Portugal.
    • Compra GOPACA de Portugal.   http://www.gopaca.pt/

     

     

    Boxing clever
    Healthy acquisition appetite has also built box-maker DS Smith (LSE: SMDS) into a major supplier to fast-moving consumer goods (FMCG) firms across the continent, and consequently a great growth stock.

    Indeed, the business snapped up Cero of the UK and Denmark’s Deku-Pack during the first half of the current fiscal year to keep driving sales and building scale to service its customers. And DS Smith is also investing huge sums in the e-commerce arena, a strategy that should yield exceptional results as the online shopping sphere steadily grows.

    The Square Mile expects DS Smith to report a 15% earnings rise in the period to April 2017. And an extra 7% advance is pencilled-in for fiscal 2018.

    These projections create handsome P/E ratings of 14.1 times and 13.2 times respectively. And DS Smith also chucks up handy dividend yields — these register at 3.2% for this year and 3.5% for 2018.

    http://www.fool.co.uk/tag/ds-smith/

    http://www.fool.co.uk/investing/2017/03/14/3-bargain-shares-that-could-help-you-retire-rich/

    http://www.fool.co.uk/investing/2017/03/09/these-ftse-250-shares-could-help-you-retire-early/

    • Aquí se puede ver algo de sus resultados y compra de los ultimos años:
    • DS Smith purchases Creo and posts strong annual growth
      By Max Goldbart, Thursday 23 June 2016
      DS Smith has acquired POS specialist Creo from investment management company Writtle, its seventh acquisition since May 2015.
      DS Smith chief executive Miles Roberts
      The deal was announced the same day (22 June) that it announced the acquisition of Portugal-based Gopaca, a corrugated packaging business.The purchase of the 285-staff company also comes just weeks after DS Smith acquired 270-staff TRM Packaging, to expand its corrugated packaging operations in the north of England.

      Writtle executive chairman Robert Essex said: “Creo’s FMCG clients increasingly want a pan-European supplier base so we either build or acquire our own manufacturing facilities, or join forces with someone who has them already.

      “We have had a good experience with DS Smith, having sold a packaging consultancy to them in 2014, so it seemed the logical decision.”

      Writtle sold packaging consultancy Less Packaging to DS Smith in November 2014.

      In its annual results published today, DS Smith said Creo, based in the South East, can “significantly build” on its capability within the UK market, especially in the FMCG, retail and media markets.

      It announced another year of strong growth after a series of global acquisitions.

      The London-listed company reported an increase in turnover of 6%, as it crossed the £4bn mark, reaching £4.07bn, up from last year’s £3.8bn.

      Adjusted operating profit (£379m) rose by 13% and adjusted pre-tax profit (£332m) rose by 12%. However, pre-tax profit growth was down on last year’s 20% figure.

      The group puts the strong return down to growth in the organic corrugated box market of 3.1%, strong regional growth and increased interest from pan-European customers. The acquisitions were also continually highlighted as boosting performance.

      DS Group chief executive Miles Roberts said he was “delighted” to report on another year of strong growth and that “strong financial displicine” had allowed the group to deliver on its priorities.

      Additional sales from the group’s five acquisitions in the 12 months from April 2015 totalled £433m and, according to DS Smith, expanded its presence in 13 countries. The acquired businesses were attributed to supplementing 6% (£20m) of its adjusted operating profit.

      In May 2015, DS Smith acquired Duropack, a corrugated packaging business based in Austria comprising 14 sites and two paper mills.

      A strong revenue increase in the Central Europe and Italy region is attributed to the Duropack acquisition, with revenue increasing by 36% to £1.02bn and adjusted operating profit increasing by 42% for the region.

      In July 2015, it bought the corrugated arm of Spanish-based Grupo Lantero, strengthening its operations in Spain, and gaining seven sites across the Iberian Peninsula. This followed on from 2014’s acquisition of Spanish-based Andopack.

      It also bought Greece-based Cartonpack and Turkey-based Milas Ambalaj in October 2015 and January 2016 respectively.

      Revenue in the UK fell by 5% from £905m to £864m, while operating profit rose far more narrowly (5%) than global operating profit, from £81m to £85m. The group puts this down to the closure of the Wansbrough paper mill in Somerset in December 2015.

      It also sold StePac, a specialist plastic packaging business, to Johnston Matthey, in order to focus more on the corrugated packaging side of its operation.

      Its interim results, published in December 2015, saw a 26% drop in pre-tax profits.

       

     

    "Atrévete a Vivir la Vida que has Imaginado" Henry James

    #15817

    Gracias por darme a conocer esta empresa. Yo tengo clarísimo que incorporaré una empresa de paquetería en el futuro. Sólo tuvimos que ver las Navidades pasadas a mogollón de cajas de amazon por todos lados.  Sin duda es un sector con mucho futuro por el auge del comercio online.

    Otras que sigo son:

    Packing Corp (PKG)

    Sonoco Products (SON)

    #21791

    <p style=”text-align: left;”>http://www.fool.co.uk/investing/2017/06/29/a-growth-stock-for-the-long-term-with-25-pa-returns/</p&gt;

    Rupert Hargreaves | Thursday, 29th June, 2017 |More on: SMDS
    If you had £1,000 and invested this sum at a rate of 5% per annum, after 10 years your initial investment would be worth £1,628. However, if you take the same £1,000 and invest it at a rate of 25% per annum, at the end of the decade, the initial investment would be worth £9,313 a total return of 831%. If given a chance, you would choose the investment that achieves the return of 25% per year. Unfortunately, such investments are almost impossible to find, although they are out there.

    DS Smith (LSE: SMDS) is one such rare bird. Over the past five years, shares in the company have returned 28.5% per annum including dividends giving a total return of 250%. For some comparison, over the same period, the FTSE 100 has only returned 33.3%.

    And today shares in DS are charging higher after the company published its fiscal full year results and announced a game-changing acquisition.

    Rapid growth
    According to today’s numbers, for the 12 months to 30 April 2017, DS’s revenue expanded by 18% including currency gains, and at constant currency revenue grew by 6%. Adjusted profit before tax increased 6% year-on-year and adjusted earnings per share rose 19%, including currency fluctuations, to 32.5p. Off the back of this positive performance, management declared a 19% increase in the company’s dividend payout to 15.2p.

    Alongside these results, DS also announced today that it is paying £72m to acquire 80% of Interstate Resources, a family-owned integrated packaging and paper producer concentrated on the East Coast of the US. To fund part of the deal DS is undertaking a placing to raise £285m before expenses, which is equal to around 7% of the firm’s current market value. It is believed that the acquisition will be immediately earnings accretive, so it shouldn’t be long before shareholders start to see improved returns.

    Shareholders will be rewarded
    Based on today’s numbers and acquisition news, it does not look as if DS’s impressive shareholder returns will come to an end any time soon.

    City analysts had been expecting 6% earnings growth for the financial year ending 30 April 2018. As of yet, these figures haven’t been updated to reflect the acquisition news, so it looks as if these forecasts are out of date.

    If we assume earnings growth doubles to 12% next year, the shares look cheap at current prices considering the historical returns. Specifically, if earnings per share hit 35.3p next year, up 12% year-on-year, shares in DS currently trade at a forward P/E of 13.5, around the five-year average. At the same time, the company also supports a dividend yield of 3.4%.

    The bottom line
    So overall, DS is growing rapidly, and the company should continue to generate impressive returns for shareholders in the years ahead. What’s more, the shares trade at a relatively attractive valuation and support a market average dividend yield. The company’s management has proved that it can generate shareholder returns over the past five years and investors are likely to be disappointed as the company continues on its growth trajectory.

    "Atrévete a Vivir la Vida que has Imaginado" Henry James

    #21792

    http://www.fool.co.uk/investing/2017/07/06/2-brilliant-growth-shares-id-buy-in-july/

    A champion boxer

    DS Smith (LSE: SMDS) is another London growth giant that investors should take a close look at.

    The company has proven to be a reliable growth generator for some years now, and the number crunchers expect further expansion of 3% and 6% in 2017 and 2018 respectively. These figures also make it decent value for money, sporting a prospective P/E rating of just 14.5 times.

    The box-builder’s stock value also exploded recently after the release of perky financials, the London business gaining fuel after last week’s full-year results and striding to fresh record peaks above 485p per share just today.

    DS Smith declared that revenues detonated 18% in 2016, to £4.9bn, a result that powered adjusted pre-tax profit 18% higher to £391m. While sterling weakness gave the top line a welcome boost, this does not tell the whole story as sales at constant currencies still rose by a healthy 6% year-on-year.

    The packager’s programme of spreading its wingspan across the continent continues to pay off handsomely. It noted “continued excellent growth from pan-European customers” and enjoyed growth in all of its regions last year.

    DS Smith shelled out £85m on acquisitions last year alone, and its appetite for M&A shows no signs of waning. The company has also bought an 80% stake in Interstate Resources this month for £722m, with an option to buy the remaining share within five years, in a move that marks its first foray into the massive US market.

    I am confident the huge investment it is making to bolster its global footprint and position in key growth areas should continue to deliver meaty earnings growth in the years ahead.

    "Atrévete a Vivir la Vida que has Imaginado" Henry James

Foros Empresas Reino Unido DS Smith (SMDS)

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