Amcor (AMC:ASX) shares have endured a challenging 12 months, as earnings have been impacted by a confluence of several factors. These include lower volumes, limited pricing gains and input price pressure. We recently researched AMC in The Dynamic Investor, to assess whether there is scope for a re-rating from current levels. About Amcor Amcor is a global packaging manufacturer which has two operating divisions: Flexibles and Rigid Packaging (Rigids). The Flexibles division has operations in North America and South America, …

Read MoreIs Amcor a value trap?

We recently researched Brambles (ASX:BXB) in The Dynamic Investor, after the Company issued an update for the three months to 30 September 2023 (1Q24). Group revenue growth for 1Q24 was stronger than expected and above the FY24 guidance range of +6-8%. This likely appears conservative, with BXB erring on the side of caution in light of uncertainty around several factors. These include customer volumes, success with CHEP winning new business and pricing. While the share price has recovered since our …

Read MoreIs Brambles cheap enough to buy?