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PACKAGING News & Analysis

Pact turnaround on track, says Morningstar
Stocks
Pact turnaround on track, says Morningstar
Sanjay Dayal’s plans to make the company the domestic leader in plastics packaging is advancing, says Grant Slade.
Lex Hall | 21 August 2020
3 defensive plays for a volatile market
Stocks
3 defensive plays for a volatile market
Electricity and packaging are things we can’t do without, so too are airports—except when a pandemic forces them to halt operations.
Lex Hall | 07 May 2020
Beleaguered Pact turning a corner
Stocks
Beleaguered Pact turning a corner
The specialist packaging group has again withheld a dividend but margins are improving and it’s putting the money to good use, says...
Lex Hall | 21 February 2020
Earnings wrap: CSL, Pact Group
Stocks
Earnings wrap: CSL, Pact Group
CSL's profit boost and solid outlook have earned it a fair value upgrade, while Pact Group remains undervalued despite a dividend cut and debt woes.
Lex Hall | 15 August 2019
Unpacking the value in Pact Group
Video
Unpacking the value in Pact Group
Morningstar equity Grant Slade explains why packaging company Pact Group is undervalued and why new leadership will boost its turnaround strategy.
Lex Hall | 16 May 2019
Pact's new chief is full bottle on strategy, innovation, says Morningstar
Stocks
Pact's new chief is full bottle on strategy, innovation, says Morningstar
Pact's decision to appoint BlueScope's Sanjay Dayal as chief executive will help lead the specialist packaging company's turnaround and boost its...
Lex Hall | 29 March 2019
Go-to stocks for top shelf fund managers
Funds
Go-to stocks for top shelf fund managers
Oil Search and WiseTech are two notable inclusions in Fidelity Australian Equities' list of top 10 holdings, which is otherwise dominated by names...
Glenn Freeman | 18 March 2019
Pact Group still good value despite $320m loss, says Morningstar
Stocks
Pact Group still good value despite $320m loss, says Morningstar
Packaging manufacturer Pact Group reported a $320 million loss last week, which saw the share price plummet almost 10 per cent as investors baulked...
Emma Rapaport | 25 February 2019
Plastic packers hold up despite 40pc dive in oil price
Stocks
Plastic packers hold up despite 40pc dive in oil price
An oil supply glut has prompted a reduction in Morningstar's near-term oil price forecast, but has failed to dent its positive outlook on plastic...
Glenn Freeman | 10 January 2019
Amcor fair value rises on Bemis tie-up
Stocks
Amcor fair value rises on Bemis tie-up
Morningstar has increased its fair value estimate for Amcor, saying its acquisition of US rival Bemis will cement its role as a global plastics giant.
Lex Hall | 08 August 2018