Adecoagro's low P/E ratio is due to poor earnings and a negative growth forecast. Investors accept this, acknowledging future earnings may not surprise positively. The P/E may fall further if profitability doesn't improve.
Adecoagro's shares are a bargain but volatile, implying potential future price drops. Negative growth prospects add risk. Investors should ponder increasing AGRO portfolio exposure or diversifying into other stocks.
Anybody else noticing the MASSIVE Bid/Ask spreads on wheat related stocks? Riots in India and the recent ban on wheat exports from India is going to bring the world's wheat to its knees...skyrocket demand and therefore wheat related stocks. MGPI: 102/910!! POST: 31.58/81 AGRO: 9.68/13 BG: 108/116 Best have yourself logged in and ready at market open and see if you can't grab yourself some of these. Volatility is stretching these guys wid...
$爱彼迎(ABNB.US)$Watching Airbnb Shares; Hearing Motley Fool Names Stock As Pick $CrowdStrike(CRWD.US)$CrowdStrike Shares Tick Higher On Volume; Trader Josh Brown Reiterates He Is A Long-Term Investor In Stock $Adecoagro(AGRO.US)$Adecoagro Shares Spike To Session High On Volume, Now Up 5%; Co. Described As 'farming crops and other agricultural products, dairy operations, sugar, ethanol, and energy production and land transformation
Adecoagro股票讨论区
近5年来毛利率从25%上升到43%,净资产收益率则在0上下波动,2021年突然达到了13.5%。
营收前4年区间波动,2021年突然增长37.5%,营业利润则是前两年大幅下滑,近3年快速增长,不过净利润在前4年几乎没有,仅在2021年达到1.31亿。
利润表显示出售证券费用在前4年都在1亿以上,2021年才降到了5400万。但2021年利息费用达到了营业利润的22%,负担很重。
2022前两季度营收增长27%,营业利润却下滑8.1%,净利润增长15.6%。净利润增长主要是由于出售证券费用突然降为0造成的。不过利息费用已经达到营业利润的27%,这个趋势很不好。
资产负债率5年来变化不大,基本保持在60%左右。存货2021年增加1.31亿,刚好等于当年净利润,好巧。
长期借款7.49亿,占净资产11.04亿的68%,杠杆率不算低。
目前市盈率8,市盈率TTM 5.7,考虑到2021年净利润是近些年来最高点,农产品板块有典型的周期性,持续性还是需要观察。
MGPI: 102/910!! POST: 31.58/81 AGRO: 9.68/13 BG: 108/116
Best have yourself logged in and ready at market open and see if you can't grab yourself some of these. Volatility is stretching these guys wid...
$CrowdStrike(CRWD.US)$ CrowdStrike Shares Tick Higher On Volume; Trader Josh Brown Reiterates He Is A Long-Term Investor In Stock
$Adecoagro(AGRO.US)$ Adecoagro Shares Spike To Session High On Volume, Now Up 5%; Co. Described As 'farming crops and other agricultural products, dairy operations, sugar, ethanol, and energy production and land transformation
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