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Best Growth Stocks to Buy for August 23rd
ZACKS· 2024-08-23 17:11
Here are three stocks with buy ranks and strong growth characteristics for investors to consider today, August 23:Pilgrim's Pride (PPC) : This meat processing company carries a Zacks Rank #1(Strong Buy), and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 12.7% over the last 60 days.Pilgrim's Pride has a PEG ratio of 0.22 compared with 0.49 for the industry. The company possesses a Growth Score of A.Adecoagro S.A. (AGRO) : This agro-industrial company carries a Zacks Rank ...
Adecoagro S.A.(AGRO) - 2024 Q2 - Earnings Call Transcript
2024-08-14 02:47
财务数据和关键指标变化 - 第二季度合并营业收入为3.98亿美元,同比增长[20] - 第二季度调整后EBITDA为1.4亿美元,同比增长3%[11] - 上半年调整后EBITDA为2.3亿美元,同比增长2%[11] 各条业务线数据和关键指标变化 糖、乙醇和能源业务 - 甘蔗加工量同比增加21%,体现在更高的产量和更好的固定成本摊薄[22][24] - 糖产量和乙醇产量均有所增加,但单位成本保持不变[12] - 第二季度调整后EBITDA为1.07亿美元,上半年为1.59亿美元[31] - 糖价同比下降,乙醇价格也在恢复中[13][27][35] 农业业务 - 农产品总产量超过100万吨,98%的种植面积已完成[36] - 大多数作物产量同比大幅增加,但受国际价格下跌影响[37][44] - 水稻产量受降雨影响有所下降,但价格上涨抵消了产量下降[39] - 乳业业务持续巩固国内外市场地位,产品结构优化带来更好的业绩[16][47] - 第二季度调整后EBITDA为3800万美元,上半年为8200万美元[43] 公司战略和发展方向及行业竞争 - 公司继续扩大甘蔗种植面积,提高产能利用率[12][56] - 公司在乳业和水稻业务中专注于开发高附加值产品,提升竞争力[16][41] - 公司调整玉米种植计划,降低风险敞口[38] - 公司在阿根廷北部地区扩大小麦等冬季作物种植[42] 管理层对经营环境和未来前景的评论 - 预计2024年全年产量和现金流将高于2023年,受益于良好的收获季节和充足的甘蔗供应[33] - 糖价走势将取决于巴西剩余时间的产量情况,公司已锁定70%的2024年产量[34][35] - 乙醇需求强劲,价格有进一步上涨空间,公司将在未来几个季度逐步消化库存[35] - 水稻价格在短期内保持合理水平,但下一个种植季的价格将取决于南美地区的产量情况[73][75] 其他重要信息 - 公司已超额完成最低分红政策,已回购51.4百万美元股票,占股本的4.9%[8][49] - 董事会批准再次启动回购计划,最多回购5%的股本[9][51] - 公司净负债率为1.3倍,流动性比率为2.9倍,财务状况良好[52][53] - 公司继续优化负债结构,进行了1亿美元的债券回购[54][55] - 2024年资本支出计划为4500万美元,主要用于扩大甘蔗种植面积和生物气项目[56] 问答环节重要的提问和回答 问题1 **Ellie Jiang 提问** 公司持有大量乙醇库存的预期销售时间安排是什么,对未来乙醇价格走势有何预判[59][60] **Jiazhen Zhao 回答** 公司对乙醇价格前景持乐观态度,预计未来1-2个月内乙醇价格将超过汽油价格的7%,有10%的上涨空间[62][63] 问题2 **Yang Bai 提问** 公司对2024/25年度糖产量和糖乙醇产品组合有何预期[66][67] **Jiazhen Zhao 回答** 预计糖产量将受干旱天气影响而下降,糖产品占比可能从预期的52%降至50%左右[69][70][71] 问题3 **Joyce Ju 提问** 公司对2024/25年度甘蔗产量和单位成本有何预期[78] **Lei Chen 回答** 单位成本预计与上年持平,因为一些成本项目如肥料和运费下降,但工资和第三方服务成本有所上升,加之产量略有下降[80][81]
AGRO vs. LMNR: Which Stock Should Value Investors Buy Now?
ZACKS· 2024-08-01 00:46
Investors interested in Agriculture - Operations stocks are likely familiar with Adecoagro (AGRO) and Limoneira (LMNR) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The Zacks Rank favors stocks with strong earnings estimate revision trends, and our Style Scores highlight companies with spec ...
7 Value Stocks to Buy at a 52-Week Low in July
Investor Place· 2024-07-20 03:25
The broad market may have recently made new highs, but scores of individual stocks have also hit new 52-week lows. There are a few that could be considered some of the best value stocks to buy.Yes, blindly buying every value stock that hits a new low is not exactly a surefire strategy for long-term investing success. In many cases, value stocks that continue to make new lows are in the “value trap” category.However, there are situations where the market has it all wrong and is overreacting to negative devel ...
AGRO or LMNR: Which Is the Better Value Stock Right Now?
ZACKS· 2024-07-16 00:47
核心观点 - 农业运营行业的Adecoagro (AGRO) 和Limoneira (LMNR) 是投资者关注的焦点,但AGRO在估值和盈利前景方面表现更优,是当前更好的投资选择 [1][3] 估值指标 - AGRO的远期市盈率(P/E)为5.96,而LMNR为96.41 [2] - AGRO的PEG比率为1.55,LMNR为6.43 [2] - AGRO的市净率(P/B)为0.71,LMNR为2.02 [2] 评级与估值 - AGRO的Zacks评级为1 (强买),LMNR为3 (持有) [1] - AGRO的Style Score价值评级为A,LMNR为D [3] 盈利前景 - AGRO的盈利预期修订趋势更为积极,其盈利前景改善程度更大 [1]
Should Value Investors Buy Adecoagro (AGRO) Stock?
ZACKS· 2024-07-10 22:41
文章核心观点 - 公司属于价值投资类股票,目前估值较低,具有较强的投资价值[4][5][6] - 公司的市盈率(P/E)和市净率(P/B)均低于行业平均水平,显示公司股票被市场低估[4][5] 公司概况 - 公司是一家农业公司,主要从事农产品种植和加工业务[4] - 公司股票目前持有Zacks 1级评级,即"强烈买入"评级[4] - 公司股票目前的市盈率为6.40,低于行业平均水平12.16[4] - 公司股票过去52周内的市盈率在6.19-11.33之间波动,中位数为7.63[4] - 公司当前市净率为0.72,低于行业平均水平0.90[5] - 公司过去12个月内的市净率在0.66-1.06之间波动,中位数为0.89[5] 行业概况 - 公司所处行业整体估值水平较低,具有较强的价值投资属性[2][3] - 行业内公司普遍具有较低的市盈率和市净率,表明整体被市场低估[4][5]
Best Value Stocks to Buy for June 28th
ZACKS· 2024-06-28 21:45
文章核心观点 - 文章推荐了3只具有买入评级和强劲价值特征的股票,分别是Adecoagro(AGRO)、ODP Corporation(ODP)和DNOW INC(DNOW) [1][3][5] - 这3只股票的市盈率(P/E)均低于行业平均水平,且具有较高的价值评分A [2][4][6] Adecoagro - Adecoagro是一家在阿根廷、巴西和乌拉圭开展农业业务的公司 [1] - 过去60天内,Adecoagro当前年度盈利的共识预测值上升了3% [1] - Adecoagro的市盈率为5.58,低于行业平均14.40 [2] ODP Corporation - ODP Corporation是一家为中小企业和大企业提供商务服务、产品和数字工作场所技术解决方案的公司 [3] - 过去60天内,ODP当前年度盈利的共识预测值上升了11.5% [3] - ODP的市盈率为6.18,低于行业平均10.10 [4] DNOW INC - DNOW INC是一家供应能源和工业产品以及包装、工程加工和生产设备的公司 [5] - 过去60天内,DNOW当前年度盈利的共识预测值上升了1.9% [5] - DNOW的市盈率为12.74,低于行业平均18.10 [6]
Best Income Stocks to Buy for June 28th
ZACKS· 2024-06-28 21:30
Here are three stocks with buy rank and strong income characteristics for investors to consider today, June 28th:DBS Group (DBSDY) This bank holding company which is one of the largest companies in terms of market capitalisation whose shares are listed on the Singapore Exchange, has witnessed the Zacks Consensus Estimate for its current year earnings increasing 7.7% over the last 60 days.This Zacks Rank #1 (Strong Buy) company has a dividend yield of 5.9%, compared with the industry average of 4.7%.Internat ...
AGRO or CTVA: Which Is the Better Value Stock Right Now?
ZACKS· 2024-06-08 00:45
公司比较 - Adecoagro (AGRO) 的 Zacks 排名为 2 (买入) 而 Corteva, Inc. (CTVA) 的 Zacks 排名为 3 (持有) 这表明 AGRO 的盈利前景改善程度更大 [1] - AGRO 的远期市盈率 (P/E) 为 5.40 而 CTVA 的远期市盈率为 19.49 [2] - AGRO 的 PEG 比率为 1.41 而 CTVA 的 PEG 比率为 1.45 [2] - AGRO 的市净率 (P/B) 为 0.68 而 CTVA 的市净率为 1.53 [2] 估值指标 - AGRO 的价值评分为 A 而 CTVA 的价值评分为 C [3] - AGRO 的盈利前景正在改善 使其在 Zacks 排名模型中脱颖而出 [3] 投资建议 - 基于上述估值指标 AGRO 目前可能是更优的价值选择 [3]
Down -17.43% in 4 Weeks, Here's Why You Should You Buy the Dip in Adecoagro (AGRO)
ZACKS· 2024-06-06 22:35
A downtrend has been apparent in Adecoagro (AGRO) lately with too much selling pressure. The stock has declined 17.4% over the past four weeks. However, given the fact that it is now in oversold territory and Wall Street analysts are majorly in agreement about the company's ability to report better earnings than they predicted earlier, the stock could be due for a turnaround.How to Determine if a Stock is OversoldWe use Relative Strength Index (RSI), one of the most commonly used technical indicators, for s ...