エイブリー・デニソンに関するコメント

Recent insider selling at Avery Dennison raises investor caution. Lack of insider buying and substantial selling suggest concerns about the company's valuation.

The stock is still trading at a cheap price, indicating a buying opportunity. Its low beta suggests stability compared to the market. The company's optimistic future, with a 74% expected earnings increase, is not fully factored into the share price.

Analysts maintain their view on the business post latest results. Avery Dennison's revenue growth rate is expected to outpace the wider industry. No major changes in the business's intrinsic value with the latest estimates.

Despite a recent earnings dip, Avery Dennison's high P/E ratio is justified by its promising earnings outlook. Shareholders' confidence in future earnings suggests the share price won't drop significantly soon.

Ever since coming across an article suggesting that the packaging sector would benefit from the growth of online retailing, I have been hunting for packing companies. My search went beyond Bursa and included US.
Why the US? In 2023, the total return (dividend + capital gain) for the Bursa KLCI was about 3%. The S&P 500 achieved 26%. Even accounting for forex losses, you can see why the US is better. But this does not mean buying blindly. You still need to do fundament...

Avery Dennison's continuous insider stock selling with no matching purchases could indicate perceived company value concerns among insiders. The significant selling despite high insider ownership may be troubling.

Avery Dennison Corporation's current undervaluation suggests a potential opportunity for investors. The slow adaptation of the share price to its intrinsic value indicates its theoretical stability. The stock's growth potential is not fully embodied in its present price.

Avery Dennison's ROE performance, while commendable, could have been more impressive with less debt. High debt heightens risk, limits future options, and thus should have substantial returns. High ROE with low reliance on debt is a mark of high-quality businesses.