Baloncici
Since our last release (Q3 results comment), the stock price of Smurfit WestRock (NYSE:SW) has declined by almost 17% (Figure 1). Our readers know that we have a good grip on the paper segment, and before the merger, we covered
Smurfit Westrock: Stock Price Weakness Represents A Clear Buy Opportunity
Summary
- Smurfit WestRock's stock has declined by 17%, but the merger offers growth potential through synergies and operational efficiencies.
- A Russia-Ukraine peace deal and International Paper's mill closure could reduce costs and tighten the US market, benefiting Smurfit WestRock.
- The company's global presence mitigates risks from tariffs and counter-tariffs.
- Considering Smurfit WestRock valuation vs. peers, the company is a clear buy.
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Analyst’s Disclosure: I/we have a beneficial long position in the shares of SW, SMFTF, SMFKY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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