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MNP trade ideas

Mondi Stock Quote | Chart & Forecast SummaryKey Indicators On Trade Set Up In General 1. Push Set Up 2. Range Set up 3. Break & Retest Set Up Notes On Session # Mondi Stock Quote - Double Formation * (Neckline) | Completed Survey | Entry Bias * Retracement | Numbered | Subdivision 1 - Triple Formation * 012345 | Wave Count | Subdivision 2 * Flat ABC | Correctional Condition At 14.00 GBP * Daily TIme Frame | Trend Settings | Subdivision 3 Active Sessions On Relevant Range & Elemented Probabilities; European Session(Upwards) - US-Session(Downwards) - Asian Session(Ranging) Conclusion | Trade Plan Execution & Risk Management On Demand; Overall Consensus | Sell
CAPITALCOM:MNDIShort
by TradePolitics
Our opinion on the current state of MONDIPLC(MNP)Mondi (MNP) is a large international paper and packaging company that originated in South Africa but now operates in 30 countries, employing 26,000 people across approximately 100 sites. The company is involved in the full spectrum of packaging, including owning and managing forests, and producing wood pulp, paper, and plastic films for a wide variety of packaging solutions. Mondi is known for its professional management and broad operational scope. The company was impacted by the Ukraine crisis. On 28th February 2022, Mondi reported that around 12% of its revenue came from its Russian operations, including its high-margin, cost-competitive pulp and paper mill in Syktyvkar. However, Mondi decided to divest all of its Russian assets, which had a net asset value (NAV) of €687 million at the end of 2021. On 12th August 2022, Mondi completed the sale of its Russian subsidiary for about R25 billion, which led to a sharp increase in the share price. Prior to this, Mondi had sold its personal care business for €615 million on 1st July 2022. For the six months ending 30th June 2024, Mondi reported revenue down 4% and earnings per share (EPS) down 30%. Despite these declines, the company highlighted an underlying EBITDA of €565 million, which was lower than the previous period but still reflected an encouraging performance supported by improving market conditions, stronger order books, and higher sales volumes. In its update for the third quarter ending 30th September 2024, Mondi reported underlying EBITDA of €223 million, down from €351 million in Q2 2024, primarily due to planned maintenance shutdowns and a forestry fair value loss. Mondi remains a blue-chip company, but the paper and packaging business is challenging, which makes the stock volatile. Technically, Mondi’s share price had been in a strong upward trend after March 2020 but was derailed by the Ukraine situation in March 2022. Since then, the stock has been moving sideways and upward with significant volatility. In March 2024, Mondi announced the acquisition of 54% of LSE-listed DS Smith Plc for GBP5.14 billion, and on 9th October 2024, the company further expanded by acquiring the packaging assets of Schumacher Packaging for €634 million. These acquisitions indicate Mondi's strategic efforts to grow its presence in the global packaging sector, despite the challenging environment. While Mondi is fundamentally strong, its exposure to global economic cycles, particularly in the packaging and commodities sector, means the stock will continue to be volatile.
JSE:MNP
by PDSnetSA
Our opinion on the current state of MONDIPLC(MNP)Mondi (MNP) is a massive international paper and packaging company that started in South Africa but now operates in 30 countries and employs 26,000 people at about 100 sites. The company covers the full spectrum of packaging and is extremely professionally managed. Mondi owns and runs forests, produces wood pulp, paper, and plastic films for a wide variety of packaging solutions. The company has been impacted by developments in the Ukraine crisis. In an update on 28th February 2022, Mondi stated, "Mondi has operations in Russia, representing around 12% of the Group's revenue by location of production, including a high-margin, cost-competitive, integrated pulp, packaging paper and uncoated fine paper mill located in Syktyvkar (Komi Republic)." Mondi decided to divest itself of all its Russian holdings, which had a net asset value (NAV) of 687 million euros as of 31st December 2021. On 1st July 2022, the company announced that it had completed the sale of its personal care business for 615 million euros. On 12th August 2022, Mondi announced that it had sold its Russian subsidiary for about R25 billion, which caused the share price to jump. In its results for the six months to 30th June 2024, the company reported revenue down 4% and earnings per share (EPS) down 30%. Mondi stated, "Our underlying EBITDA of €565 million in the first six months, although lower than the comparable period last year, reflected an encouraging performance, supported by improving market conditions resulting in stronger order books and higher sales volumes." In our view, Mondi is a blue-chip company, though it operates in a volatile sector due to the nature of the paper and packaging industry. Technically, the share was in a strong upward trend after March 2020, but the Ukraine situation in March 2022 derailed this trend. Since then, the share has been moving sideways, but there is now evidence of a new upward trend emerging. We expect this trend to continue as the global shift to online shopping increases demand for packaging materials. In March 2024, Mondi announced that it would acquire 54% of LSE-listed DS Smith Plc for GBP5.14 billion. On 9th October 2024, Mondi announced that it had acquired the packaging assets of Schumacher Packaging for 634 million euros.
JSE:MNP
by PDSnetSA
Mondi Approaching HeadwindsMondi has had a stellar run, price is now at level where the Russian war panic set in, this is also a confluence of resistance, the horizontal line meets the resistance of the rising wedge as well as the 100% retracement zone of the Russian panic. With RSI overbought & in week 8 of a weekly cycle, odds are we are topping. Week 9 is a favourite high for previous weekly cycles. We can attempt higher price but close the week with a wick before selling begins. Longs would be better off harvesting some profits here. There are areas of interest to watch where the selling can be halted but we will explore those as we near the end of a sell-off.
JSE:MNPShort
by runyamhere
Our opinion on the current state of MONDIPLC(MNP)Mondi (MNP) is a massive international paper and packaging company that started in South Africa but now has interests in 30 countries and employs 26,000 people at about 100 sites. It has businesses across the full spectrum of packaging and is extremely professionally managed. The company owns and operates forests, produces wood pulp, paper, and plastic films for the production of a wide variety of packaging solutions. Mondi has been impacted by developments in the Ukraine crisis. In an update on 28th February 2022, the company said, "Mondi has operations in Russia, representing around 12% of the Group's revenue by location of production, including a high margin, cost-competitive, integrated pulp, packaging paper and uncoated fine paper mill located in Syktyvkar (Komi Republic)." The company decided to divest itself of all its Russian holdings, which had a net asset value (NAV) of 687 million euros as of 31st December 2021. On 1st July 2022, the company announced that it had completed the sale of its personal care business for 615 million euros. On 12th August 2022, the company announced that it had sold its Russian subsidiary for about R25 billion. This announcement caused the share price to jump. In its results for the six months to 30th June 2024, the company reported revenue down 4% and earnings per share (EPS) down 30%. The company said, "Our underlying EBITDA of €565 million in the first six months, although lower than the comparable period last year, reflected an encouraging performance, supported by improving market conditions resulting in stronger order books and higher sales volumes." In our opinion, Mondi remains a blue-chip company that looks cheap on a price: earnings multiple (P:E) of 12.37; however, there may be further downward potential. Technically, the share was in a strong upward trend after March 2020, which was derailed by the Ukraine situation in March 2022. Since then, it has been moving sideways, but there is evidence now of a new upward trend emerging. We expect that the upward trend will continue as the worldwide switch to online shopping requires more packaging materials. In March 2024, the company announced that it would acquire 54% of LSE-listed DS Smith Plc for GBP5.14 billion.
JSE:MNP
by PDSnetSA
Our opinion on the current state of MONDIPLC(MNP)Mondi (MNP) is a major international paper and packaging company that originated in South Africa. It operates in over 30 countries and employs 26,000 people across roughly 100 sites. Its operations span the entire packaging value chain, managing forests and producing wood pulp, paper, and plastic films for various packaging solutions. The company has been impacted by the Ukraine conflict, given that 12% of its revenue by production location was generated in Russia. Mondi owned an integrated pulp, packaging paper, and uncoated fine paper mill in Syktyvkar (Komi Republic). To mitigate the impact of the conflict, Mondi decided to divest its Russian operations, valued at 687 million euros in net asset value as of December 2021. The company completed the sale of its personal care business for 615 million euros in July 2022 and announced the sale of its Russian subsidiary for around R25 billion in August 2022. This divestment positively affected the share price. In its financial results for the year ending December 31, 2023, Mondi reported an 18% decrease in revenue and a 45% decline in headline earnings per share (HEPS). Underlying EBITDA of 1,201 million euros was lower than the previous year's strong performance, but cash generation remained higher at 1,312 million euros. In a trading update for the three months ending March 31, 2024, the company highlighted improved market conditions and higher sales volumes. The quarter's underlying EBITDA was 214 million euros, including a 32 million euro one-time loss from the devaluation of the Egyptian pound. Mondi remains a highly regarded blue-chip company, currently trading at a P/E ratio of 12.44. Despite the potential for further downside, the company has shown signs of a new upward trend after stabilizing from the challenges of the Ukraine crisis. The global shift to online shopping is driving demand for packaging materials, which bodes well for Mondi's growth. In March 2024, Mondi announced its intention to acquire a 54% stake in DS Smith Plc, an LSE-listed company, for GBP 5.14 billion, further strengthening its position in the packaging industry.
JSE:MNP
by PDSnetSA
mndi-Weekly 26 EMA pointing upwards. -Weekly MACD fast line crossover just on the 0 line separating the 2 halves of the oscillator. Long sentiment -Daily return to the consolidation area forming a reverse hnd after the reverse hnd that was already formed during the false breaking of the area. A big high relative volume bull candle indicates the beginning of a trend. Defensive play would recommend to enter on the pullback of this initiative move. Stop Loss below the reverse hnd. Target on some next reference point. The position there is indicative.
CAPITALCOM:MNDILong
by koumkouat
Our opinion on the current state of MNPMondi, originating from South Africa, has evolved into a global powerhouse within the paper and packaging industry, with operations spanning 30 countries and employing around 26,000 individuals across approximately 100 sites. Its business encompasses the entire spectrum of packaging, managing forests, producing wood pulp, paper, and plastic films for a variety of packaging solutions. The professionalism with which Mondi is managed has positioned it as a leader in its field. The company's operations have been significantly influenced by the ongoing Ukraine crisis. Particularly noteworthy was Mondi's presence in Russia, which accounted for about 12% of the group's revenue, with key assets including an integrated pulp, packaging paper, and uncoated fine paper mill in Syktyvkar, Komi Republic. The decision to divest from its Russian holdings, with a net asset value of €687 million as of 31st December 2021, was a critical strategic move. The sale of its personal care business for €615 million in July 2022 and its Russian subsidiary for approximately R25 billion in August 2022, underscore Mondi's responsive and decisive actions in navigating geopolitical challenges. For the fiscal year ending 31st December 2023, Mondi reported a decrease in revenue by 18% and a significant 45% drop in headline earnings per share (HEPS), reflecting the challenging global business environment. Despite these declines, the company's strong cash generation of €1,312 million, surpassing the previous year's performance, highlights its resilience and operational efficiency. Mondi's current valuation on a price:earnings multiple (P:E) of 11.14 suggests it may be undervalued, considering its blue-chip status. However, the potential for further downward movements in the share price cannot be overlooked. The company's share price trajectory has experienced fluctuations, particularly with the destabilizing impact of the Ukraine crisis in March 2022. Yet, signs of a new upward trend are emerging, buoyed by the increasing demand for packaging materials driven by the worldwide shift to online shopping and potential resolutions to the Ukraine crisis. The recent announcement on 8th March 2024 of Mondi's acquisition of a 54% stake in LSE-listed DS Smith Plc for GBP 5.14 billion marks a significant expansion and consolidation within the packaging industry. This strategic acquisition is poised to enhance Mondi's market position and operational capabilities further. In conclusion, despite facing geopolitical and market challenges, Mondi's strategic divestitures, robust cash generation, and recent strategic acquisition indicate a company poised for recovery and growth. The global shift towards more sustainable packaging solutions and the resolution of geopolitical tensions are likely to serve as catalysts for Mondi's continued success and upward trajectory in the market.
JSE:MNP
by PDSnetSA
Our opinion on the current state of MNPMondi's status as a leading international paper and packaging company underscores its pivotal role in the global supply chain, offering a comprehensive range of products that cater to the ever-evolving needs of diverse markets. With operations spanning across 30 countries and a workforce of 26,000, the company's expansive footprint and operational diversity are key strengths that position it well for sustained growth. Mondi's integrated business model, encompassing forest management, pulp production, and packaging solutions, enables it to maintain control over the entire value chain, enhancing efficiency and sustainability practices. The geopolitical landscape, particularly the Ukraine crisis, has posed significant challenges for Mondi, affecting its operations and strategic direction. The decision to divest from its Russian assets, which constituted a notable portion of its revenue, was a decisive move reflecting the company's responsiveness to geopolitical pressures and commitment to ethical business practices. This divestiture, while impacting short-term financial performance, highlights Mondi's adaptability and strategic foresight in navigating complex international dynamics. The sale of Mondi's personal care business and its Russian subsidiary are pivotal moments that not only streamline the company's focus on core areas but also bolster its financial position, providing capital for potential growth initiatives or to enhance shareholder value. These strategic decisions demonstrate Mondi's ability to realign its business model in response to external challenges and opportunities. For the fiscal year ending on 31st December 2023, Mondi reported a downturn in revenue and earnings, reflective of the challenging macroeconomic environment and the impact of strategic divestitures. Despite these headwinds, the company's strong cash generation is a testament to its underlying operational strength and financial resilience. Mondi's commitment to innovation and sustainability, particularly in developing packaging solutions that cater to the burgeoning e-commerce sector, positions it to capitalize on long-term market trends. Mondi's share price trajectory, influenced by the broader economic context and specific challenges like the Ukraine crisis, indicates the volatile nature of global markets. However, the emerging signs of an upward trend underscore investor confidence in the company's strategic direction and long-term growth potential. As the global economy continues to adapt to changing consumer behaviors and environmental considerations, Mondi's focus on sustainable packaging solutions will likely drive its future success. In conclusion, Mondi's comprehensive approach to the paper and packaging industry, combined with its strategic adaptability and commitment to sustainability, underpins its position as a blue-chip investment. While current challenges may impact short-term performance, the company's strategic initiatives and market positioning bode well for long-term growth. Investors may find Mondi an attractive proposition, considering its diversified operations, strong cash generation, and potential to benefit from the ongoing shift towards sustainable packaging and e-commerce.
JSE:MNP
by PDSnetSA
$JSEMNP - Mondi: Triangle Outlook Invalidated, Now It's ComplexSee link below for previous update. After a 19 month sideways consolidation, which I had labelled as a wave 4 triangle, the bulls came out of nowhere and took price beyond the 33900 zone, which was key resistance, to around 37000 cps. This swift move from October invalidated the entire five wave impulse outlook from the all time high at 43005. The technical structure now looks complex and will require some time to get more clarity. I will sit on my hands on this one until such time.
JSE:MNP
by Loyiso_BlaqueSoros_Mpeta
MNP: bearish rumbles?A price action below 33000 supports a bearish trend direction. This level also overlaps with its 200-week simple moving average. Confirmation when the price action slips further below this support level. Expect some further downside for a price action below 32600. The target price is set at 30800 (its 200-day simple moving average). The stop-loss price is set at 34900 (its 23.6% Fibonacci retracement level). The insert is the linear regression channel analysis for the share against the Top 40 index. The downward trend suggests that MNP is likely to lag behind the index. Moreover, the movement of prices towards the higher range also heightens the chances of a market correction.
JSE:MNPShort
by Peet_Serfontein
Our opinion on the current state of MNPMondi (MNP) is a massive international paper and packaging company that started in South Africa, but now has interests in 30 countries and employs 26000 people at about 100 sites. It has businesses in the full spectrum of packaging, and it is extremely professionally managed. It owns and runs forests, produces wood pulp, paper, and plastic films for the production of a wide variety of packaging solutions. The company has been impacted by developments in the Ukraine crisis. In an update on 28th February 2022 the company said, "Mondi has operations in Russia, representing around 12% of the Group's revenue by location of production, including a high margin, cost-competitive, integrated pulp, packaging paper and uncoated fine paper mill located in Syktyvkar (Komi Republic)". The company has decided to divest itself of all its Russian holdings which had a net asset value (NAV) of 687m euros at 31st December 2021. On 1st July 2022 the company announced that it had completed the sale of personal care business for 615m euros. On 12th August 2022 the company announced that it had sold its Russian subsidiary for about R25bn. The announcement caused the share price to jump. In its results for the six months to 30th June 2023 the company reported group revenue down 14% and earnings per share (EPS) down 32%. The company said, "Mondi's performance in the first half of 2023 reflects a strong delivery against a backdrop of challenging market conditions. Whilst underlying EBITDA was lower, the business exhibited its strong cash generative characteristics, improving cash generation". In an update on the 3 months to 30th September 2023 the company reported, "Market demand has remained soft with lower average selling prices largely mitigated by lower input costs and tight fixed cost control. A much- reduced forestry fair value gain resulted in a lower underlying EBITDA of €261 million when compared to Q2 2023". In our opinion, this is an excellent blue-chip company which looks cheap on a price:earnings multiple (P:E) of 6,9, however there may be further downward potential because of the Ukraine crisis. Technically, the share was in a strong upward trend since March 2020 which has then derailed by the Ukraine situation in March 2022. Since then it has been moving sideways. We expect that the upward trend will continue as the world-wide switch to online shopping requires more packaging materials and as and when the Ukraine crisis is finally settled.
JSE:MNP
by PDSnetSA
Mondi (MNP) Seeking a Weekly LowMNP is within timing for a weekly low, looking at the weekly chart, it does not present with ideal oversold conditions. Price going below 20 March low lets us know that the weekly low price is not yet in, next point is for price to go above the blue resistance & close above the 10 day moving average on daily basis to know we are beginning a new daily cycle. The weekly low confirmation is on closing above the pink dotted line on a weekly basis. The wedge remains as worry as it would be bearish, stop loss is price closing below R262.45
JSE:MNPLong
by runyamhere
Mondi PLC MNDI short MNDI Stock Overview Mondi plc engages in the manufacture and sale of packaging and paper products in Africa, Western Europe, Emerging Europe, North America, South America, Asia, and Australia. I am currently Short selling this stock because of several reasons though they are also some good facts about the company. As TradeFollower my technical analysis and trading system logic forced me to rule my emotions,and that was a very good decision as you can see. Nevertheless this is my personal opinion and the following technical and fundamental analysis is just educatable. Always use stop and proper money and risk management. REWARDS Price-To-Earnings ratio (6x) is below the UK market (14.3x) Earnings grew by 118.4% over the past year Trading at good value compared to peers and industry RISK ANALYSIS Earnings are forecast to decline by an average of 18.7% per year for the next 3 years Unstable dividend track record Large one-off items impacting financial results Price-To-Earnings vs Peers: MNDI is good value based on its Price-To-Earnings Ratio (6x) compared to the peer average (15.2x). Price to Earnings Ratio vs Industry How does MNDI's PE Ratio compare vs other companies in the European Forestry Industry? Price-To-Earnings vs Industry: MNDI is good value based on its Price-To-Earnings Ratio (6x) compared to the European Forestry industry average (6.7x) Price to Earnings Ratio vs Fair Ratio What is MNDI's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors. Price-To-Earnings vs Fair Ratio: MNDI is good value based on its Price-To-Earnings Ratio (6x) compared to the estimated Fair Price-To-Earnings Ratio (7x). Share Price vs Fair Value What is the Fair Price of MNDI when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model. Below Fair Value: MNDI (£12.43) is trading above our estimate of fair value (£8.2) Significantly Below Fair Value: MNDI is trading above our estimate of fair value. What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target? Analyst Forecast: Target price is less than 20% higher than the current share price.
CAPITALCOM:MNDIShort
by DaveBrascoFX