UK 14:05 Wednesday, 7 October 2026
Breaking news and expert analysis on fast-moving AIM and LSE listed shares
Disclosure: I own shares in one or more of the stocks mentioned. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ShareProphets). I have no business relationship with any company whose stock is mentioned in this article.
Today’s numbers from the paper and packaging name Smurfit Kappa (SKG) were damn impressive in my opinion. Certainly it is no disaster to say that ‘prices rose rapidly in H2…and continue to see prices increasing in early 2021’. And when you look a bit more deeply, you realise that the rise of e-commerce remains a great growth area as firms such as Amazon are driving a lot more demand. Smurfit Kappa’s CFO observed that such demand is ‘here to stay’ and even Brexit was not that much of a concern given that the company produces locally rather than relying on significant exports between Ireland/Europe and the UK.
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