Summary
The fund managers believe that Amcor CDI presents a solid investment opportunity, particularly following its merger with Berry Global, which is expected to yield considerable synergies and enhance the company's growth profile. In their opinion, this merger will lead to a stronger earnings growth trajectory, with projected earnings per share accretion of around 10% per year over the next couple of years. They note that Amcor trades at a relatively attractive valuation multiple and offers steady growth along with strong cash flow generation. Furthermore, Amcor's current yield of 5%, paid in US dollars and distributed quarterly, adds to its appeal, particularly given its consistent dividend payouts and a payout ratio of 60%. The fund managers view the lack of alternatives in the packaging sector, especially for medicine and food, as a significant advantage, reinforcing their positive outlook on Amcor as a quality investment choice.
Please note: The completeness, accuracy or current status of the investments referenced are not guaranteed.
Source: Trading View
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Commentary From The Managers
Atlas Funds Management
25 July 2025
$14.86
Summary
- Atlas Funds Management continues to hold Amcor CDI due to its strong market position.
- They are benefiting from a range of acquisitions, notably the recent acquisition of Berry.
- This acquisition is expected to significantly increase their size and market influence.
- Projected earnings per share accretion of around 10% per year for the next couple of years.
- Amcor trades on a 5% yield, paid in US dollars and distributed quarterly.
- The payout ratio is approximately 60%, which is a key consideration for Atlas Funds Management.
- There is a lack of alternative packaging options, especially in the medicine and food sectors.
- Amcor is viewed as a high-quality pick with a consistent dividend payment history.
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Please note: The completeness, accuracy or current status of the investments referenced are not guaranteed.
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Commentary From The Managers
Atlas Funds Management
25 July 2025
$14.86
Summary
- Atlas Funds Management continues to hold Amcor CDI due to its strong market position.
- They are benefiting from a range of acquisitions, notably the recent acquisition of Berry.
- This acquisition is expected to significantly increase their size and market influence.
- Projected earnings per share accretion of around 10% per year for the next couple of years.
- Amcor trades on a 5% yield, paid in US dollars and distributed quarterly.
- The payout ratio is approximately 60%, which is a key consideration for Atlas Funds Management.
- There is a lack of alternative packaging options, especially in the medicine and food sectors.
- Amcor is viewed as a high-quality pick with a consistent dividend payment history.
Equity Trustees Asset Management
31 Dec 2024
$14.97
Summary
- Equity Trustees Asset Management sees potential in the merger between Amcor and Berry Global.
- The merging of two complementary businesses is expected to enhance growth and return profile.
- Considerable synergies are anticipated from the merger.
- Stronger earnings growth profile is expected as a result of the merger.
- Amcor is currently trading at a relatively attractive valuation multiple.
- Expected to generate steady growth and strong cash flow.
Please note: The completeness, accuracy or current status of the investments referenced are not guaranteed.
Frequently Asked Questions
Who has invested in Amcor CDI (ASX:AMC)?
Fund managers including Equity Trustees Asset Management and Atlas Funds Management have invested in Amcor CDI (ASX:AMC).
Why have investment managers invested in Amcor CDI (ASX:AMC)?
Fund managers are investing in Amcor CDI due to its strategic merger with Berry Global, which is expected to enhance growth and generate significant synergies. The company offers a strong earnings growth profile, trading at an attractive valuation with robust cash flow generation. Additionally, Amcor's recent acquisitions have bolstered its market position, leading to anticipated earnings per share growth of around 10% annually. With a consistent 5% yield paid in US dollars and a manageable payout ratio of 60%, Amcor is viewed as a reliable dividend-paying investment, especially in the essential packaging sectors for medicine and food.
What happened to Amcor CDI (ASX:AMC)?
In July 2025, Atlas Funds Management commented on Amcor CDI, highlighting its share price of approximately $14.86. They described the investment as "very boring but there's no alternatives," emphasizing the company's essential role in packaging, particularly for medicine and food. With recent acquisitions, including Berry, Amcor is poised for substantial growth, projecting earnings per share accretion of around 10% annually over the next few years. The stock offers a 5% yield, paid quarterly in US dollars, with a payout ratio of 60%, making it an attractive choice for consistent dividend seekers.