<p>乔治·斯塔福斯因与 Amcor 的增长潜力及其当前估值相关的多种因素给予了买入评级。尽管近期在北美的销量增长和执行方面面临挑战，但收购 Berry Global 被视为一项变革性举措，可能会增强 Amcor 的产品组合和收益。这项收购预计将改善刚性和柔性产品领域的规模和利润率，从而带来更好的增长前景。</p>
<p>此外，Amcor 当前的估值提供了一个机会，因为即使是市场增长或利润率预期的微小改善也可能对其股价产生显著影响。其自由现金流收益率为 9.7%，在考虑一次性成本后可能上升至 10.8%，市场似乎低估了 Amcor。此外，潜在的非核心收入去合并可能改善利润率和回报，使得该股票在当前价格下具有吸引力。</p>
<p>斯塔福斯覆盖消费周期性行业，关注国际纸业公司、Greif A 类和包装等股票。根据 TipRanks 的数据，斯塔福斯的平均回报率为 4.5%，推荐股票的成功率为 51.04%。</p>
<p>在 9 月 10 日发布的另一份报告中，杰富瑞也重申了对该股票的买入评级，目标价为 11.67 美元。</p>

AMCR

BERY

<p>乔治·斯塔福斯（George Staphos）将 Amcor 评级为买入，指出尽管在北美面临销量增长的挑战，但其增长潜力和当前估值仍然吸引人。收购 Berry Global 预计将增强 Amcor 的产品组合和收益，提高规模和利润率。凭借 9.7% 的自由现金流收益率，市场可能低估了 Amcor，而非核心收入的潜在去合并可能进一步提升利润率。杰富瑞（Jefferies）也重申了买入评级，目标价为 11.67 美元</p>

<p>George Staphos has given his Buy rating due to a combination of factors related to Amcor’s potential for growth and its current valuation. Despite recent challenges in volume growth and execution, particularly in North America, the acquisition of Berry Global is seen as a transformative move that could enhance Amcor’s portfolio and earnings. This acquisition is expected to improve scale and margins in both the Rigids and Flexibles segments, which could lead to better growth prospects.</p>
<div class="lb-trans"><p>乔治·斯塔福斯因与 Amcor 的增长潜力及其当前估值相关的多种因素给予了买入评级。尽管近期在北美的销量增长和执行方面面临挑战，但收购 Berry Global 被视为一项变革性举措，可能会增强 Amcor 的产品组合和收益。这项收购预计将改善刚性和柔性产品领域的规模和利润率，从而带来更好的增长前景。</p>
</div><p>Furthermore, Amcor’s current valuation presents an opportunity, as even minor improvements in market growth or margin expectations could significantly impact its stock price. With a free cash flow yield of 9.7%, which could rise to 10.8% when accounting for one-time costs, the market appears to undervalue Amcor. Additionally, potential deconsolidation of non-core revenues could improve margins and returns, making the stock an attractive buy at its current price.</p>
<div class="lb-trans"><p>此外，Amcor 当前的估值提供了一个机会，因为即使是市场增长或利润率预期的微小改善也可能对其股价产生显著影响。其自由现金流收益率为 9.7%，在考虑一次性成本后可能上升至 10.8%，市场似乎低估了 Amcor。此外，潜在的非核心收入去合并可能改善利润率和回报，使得该股票在当前价格下具有吸引力。</p>
</div><p>Staphos covers the Consumer Cyclical sector, focusing on stocks such as International Paper Co, Greif Class A, and Packaging. According to TipRanks, Staphos has an average return of 4.5% and a 51.04% success rate on recommended stocks.</p>
<div class="lb-trans"><p>斯塔福斯覆盖消费周期性行业，关注国际纸业公司、Greif A 类和包装等股票。根据 TipRanks 的数据，斯塔福斯的平均回报率为 4.5%，推荐股票的成功率为 51.04%。</p>
</div><p>In another report released on September 10, Jefferies also reiterated a Buy rating on the stock with a $11.67 price target.</p>
<div class="lb-trans"><p>在 9 月 10 日发布的另一份报告中，杰富瑞也重申了对该股票的买入评级，目标价为 11.67 美元。</p>
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尽管存在挑战，Amcor 的增长潜力和估值使其值得买入