Paper & packaging

Unpacking US box leaders

  • Companies : Smurfit Westrock | International Paper

Ratings and price correct at time of issue.

  • International Paper

    Closing Price: 4282c

  • RATING 08/07/24

  • PREVIOUS RATING N/A

DAVY VIEW

We initiate coverage of US packaging leaders International Paper (IP) and newly formed Smurfit WestRock (SW). 2023 was a US packaging trough, with recovering box demand and price hikes supporting 2024/25E profit growth.

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Jul 8 2024, 11:00 IST/BST

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