Market's view on Bunzl

Published on April 2024

  • A dividend increase and the ex-dividend date for Bunzl PLC were announced, with payments scheduled for early January following a record date in late November.
  • Upcoming events include a business services conference which might increase media exposure and potentially influence stock perception.
  • Price support levels and resistance points for Bunzl’s stock were discussed, with predictions about movement towards these markers.
  • Analysts from Shore Capital provided positive forecasts for Bunzl, citing strong cash generation and potential for growth through acquisitions; Bunzl’s resilience and strong management were highlighted as key strengths.
  • Market analysts from Peel Hunt and Berenberg provided optimistic updates, with Bunzl described as under-valued and showing strong momentum which may lead to price target increases.
  • Discussions included strategic acquisitions, operational performance, and financial metrics such as earnings per share and EV/EBITDA ratio.
  • A podcast mentioned Bunzl favourably, discussing broader market strategies and investment education.
  • Some stock watchers expressed surprise at stock downturns, considering Bunzl’s market position and fundamentals.
  • Concerns were raised about potential challenges in the second half of the year, despite the company’s relevance in scenarios like a pandemic resurgence.
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