06/21/2025, 04:58 AM UTC
安姆科:收购Berry Global将使现金流翻倍,股价接近历史低点Amcor: Berry Global Acquisition To More Than Double Cash Flows, Stock Near All-Time Lows
1、安姆科收购Berry Global预计将使现金流翻倍,2026财年EPS增长12%,2028财年增长超35%;2、作为股息贵族,安姆科当前股息率达5.6%,收购带来的协同效应有望增强股息可持续性并改善资产负债表;3、公司估值在低增长环境下合理,但若并购协同效应实现,股价存在显著上行空间,当前或为买入时机。1. Amcor's acquisition of Berry Global is projected to double cash flows, with 12% EPS accretion by FY26 and over 35% by FY28; 2. As a Dividend Aristocrat, Amcor offers a historically high 5.6% yield, supported by the Berry deal's synergies and balance sheet improvements; 3. The stock is undervalued relative to low-growth scenarios but presents upside potential if merger synergies materialize, suggesting a Buy opportunity.---
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