Smurfit WestRock

回复@Elder_Wu: @安静的潜伏 包装行业没有什么特别之处，一直都不是性感的行业，基本上无人问津。但是这几家公司在各自的细分领域有一定的竞争优势，尤其是最近两年$Smurfit WestRock(SW)$ 和$Amcor(AMCR)$ 都进行了行业强强联合的并购，在行业中的竞争力有望进一步得到提高。我买入这个行业，主要...

买入一揽子包装行业的$Amcor(AMCR)$ 、$Smurfit WestRock(SW)$ 和$Sonoco Products(SON)$ 。

回复@肖恩她爹: 肖兄好久不见
三家公司我研究了一下，跟了两家（AMCR和SON），建了底仓并卖了一些put。
瓦楞纸我还是感觉看不太清楚，相对来说，软硬包和金属包装似乎竞争态势更健康一点。//@肖恩她爹:回复@肖恩她爹:买入一揽子包装行业的$Amcor(AMCR)$ 、$Smurfit WestRock(SW)$ 和...

$Smurfit WestRock(SW)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001104659-25-091930  Size: 16 KB 网页链接

$Smurfit WestRock(SW)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001104659-25-091922  Size: 19 KB 网页链接

$Smurfit WestRock(SW)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001104659-25-091919  Size: 17 KB 网页链接

$Smurfit WestRock(SW)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001104659-25-091932  Size: 16 KB 网页链接

$Smurfit WestRock(SW)$ 8-K Current report, items 2.02, 7.01, and 9.01 Accession Number: 0001104659-25-103425  Act: 34  Size: 3 MB 网页链接

$Smurfit WestRock(SW)$ 424B5 Prospectus [Rule 424(b)(5)] Accession Number: 0001104659-25-113068  Act: 33  Size: 1 MB 网页链接

$Smurfit WestRock(SW)$ 424B5 Prospectus [Rule 424(b)(5)] Accession Number: 0001104659-25-114000  Act: 33  Size: 1 MB 网页链接

$Smurfit WestRock(SW)$ 8-K Current report, items 2.03, 8.01, and 9.01 Accession Number: 0001104659-25-115157  Act: 34  Size: 3 MB 网页链接

$Smurfit WestRock(SW)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001628280-25-058149  Size: 8 KB 网页链接

$Smurfit WestRock(SW)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001628280-25-058143  Size: 6 KB 网页链接

$Smurfit WestRock(SW)$ 10-Q Quarterly report [Sections 13 or 15(d)] Accession Number: 0001628280-25-050408  Act: 34  Size: 15 MB 网页链接

$Smurfit WestRock(SW)$ FWP Filing under Securities Act Rules 163/433 of free writing prospectuses Accession Number: 0001104659-25-113244  Act: 34  Size: 51 KB 网页链接

$Smurfit WestRock(SW)$ 424B5 Prospectus [Rule 424(b)(5)] Accession Number: 0001104659-25-113536  Act: 33  Size: 1 MB 网页链接

$Smurfit WestRock(SW)$ SCHEDULE 13G/A [Amend] Statement of Beneficial Ownership by Certain Investors Accession Number: 0000102909-25-000295  Act: 34  Size: 6 KB 网页链接

$Smurfit WestRock(SW)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001104659-25-091935  Size: 16 KB 网页链接

$Smurfit WestRock(SW)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001104659-25-091934  Size: 26 KB 网页链接

$Smurfit WestRock(SW)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001104659-25-091926  Size: 18 KB 网页链接