Smith (DS) (SMDS)

Sector:

Manufacturing

Index:

FTSE 100

372.00p
   
  • Change Today:
      2.00p
  • 52 Week High: 413.00
  • 52 Week Low: 263.70
  • Currency: UK Pounds
  • Shares Issued: 1,379.34m
  • Volume: 508,096
  • Market Cap: £5,131m
  • RiskGrade: 168

Sunday share tips: Tesco, DS Smith

By Alexander Bueso

Date: Sunday 13 Mar 2022

LONDON (ShareCast) - (Sharecast News) - The Financial Mail on Sunday's Midas column recommended shares of five companies to readers, pointing out that history proved that the best time to buy shares was often when everyone else was running scared.
First on its list was Tesco, with Midas highlighting the grocer's pricing strength and track record spanning decades of its ability to deliver growth despite the inevitable ups and downs.

Infrastructure outfit HICL meanwhile was touted as "ideal for your Isa" given that its customers, ultimately, were governments and its decades-long inflation-linked contracts.

Speaking of track records, Midas also recommended Coats, the world's largest maker of threads for garments, which had been literally been around since George II was on the throne.

And yet, it continued to be a pioneer in its field, as it had done for centuries.

"At 69p, the shares have real long-term potential. Buy."

Self-storage group Lok'n'Store was another of the tipster's recommendations, which pointed to the company's "ambitious" plans to grow its footprint, analysts' forecasts for continued strong sales growth and history of steady dividend increases.

Specs maker Inspecs was seen as a "buy and keep" given the vast amount of people around the world who need glasses and with Midas predicting that the shares "should go far".

Midas also highlighted the fact that the group's chairman was Lord Ian MacLaurin, the man credited with turning Tesco into the country's largest retailer in 1980's and 90's.



The Sunday Times's Lucy Tobin laid out the investment case for investing in paper and packaging specialist DS Smith, arguing that 'boring is beautiful'.

"It does not even try to make itself sound sexy," Tobin said.

"But in these turbulent times, the company's dullness makes it interesting. DS Smith's shares jumped during the pandemic as much of our shopping was delivered in cardboard boxes to our door."

Like most firms, the FTSE 100 outfit would be impacted by the geopolitical crisis and economic turbulence, she conceded.

Indeed, the company held a stake in a Ukrainian outfit that had been forced to close because of the war.

However, DS Smith's strong free cash flow was helping it to reduce the leverage in which it incurred for the 2018 acquisition of Spanish rival Europac.

She also cited market chatter around the possibility that Amazon might take a look at DS Smith.

Furthermore, the company had so far managed to pass on price rises on inputs to customers, helping it cover higher costs.

"But in these turbulent times, the company's dullness makes it interesting.

"DS Smith's shares jumped during the pandemic as much of our shopping was delivered in cardboard boxes to our door."





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Note 1: Prices and trades are provided by Digital Look Corporate Solutions and are delayed by at least 15 minutes.

Note 2: RiskGrade figures are provided by RiskMetrics.

 

Smith (DS) Market Data

Currency UK Pounds
Share Price 372.00p
Change Today 2.00p
% Change 0.54 %
52 Week High 413.00
52 Week Low 263.70
Volume 508,096
Shares Issued 1,379.34m
Market Cap £5,131m
RiskGrade 168

Smith (DS) Star Ratings

Compare performance with the sector and the market.
more star ratings
Key: vs Market vs Sector
Value
11.29% below the market average11.29% below the market average11.29% below the market average11.29% below the market average11.29% below the market average
14.29% above the sector average14.29% above the sector average14.29% above the sector average14.29% above the sector average14.29% above the sector average
Price Trend
74.68% above the market average74.68% above the market average74.68% above the market average74.68% above the market average74.68% above the market average
57.14% above the sector average57.14% above the sector average57.14% above the sector average57.14% above the sector average57.14% above the sector average
Income
65.70% above the market average65.70% above the market average65.70% above the market average65.70% above the market average65.70% above the market average
27.27% above the sector average27.27% above the sector average27.27% above the sector average27.27% above the sector average27.27% above the sector average
Growth
61.20% above the market average61.20% above the market average61.20% above the market average61.20% above the market average61.20% above the market average
71.43% above the sector average71.43% above the sector average71.43% above the sector average71.43% above the sector average71.43% above the sector average

What The Brokers Say

Strong Buy 2
Buy 2
Neutral 5
Sell 0
Strong Sell 0
Total 9
buy
Broker recommendations should not be taken as investment advice, and are provided by the authorised brokers listed on this page.

Smith (DS) Dividends

  Latest Previous
  Interim Final
Ex-Div 14-Dec-23 07-Sep-23
Paid 31-Jan-24 03-Oct-23
Amount 6.00p 12.00p

Trades for 15-May-2024

Time Volume / Share Price
12:02 1,380 @ 372.01p
12:00 273 @ 372.00p
12:00 232 @ 372.00p
12:00 245 @ 372.00p
12:00 767 @ 372.00p

Smith (DS) Key Personnel

CEO Miles Roberts

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