The market's negative reaction to Fresh Del Monte Produce's stock may be due to a disconnect between EPS growth and falling share price, or previous over-optimism. The company's revenue drop is seen as mediocre, but if the market expected consistent top line growth, this could explain the share price weakness.
Insider sale of Fresh Del Monte Produce shares over the past year raises concerns. Their lack of recent insider buying despite significant ownership doesn't inspire confidence.
$波音(BA.US)$– Boeing announced that Delta Air Lines (DAL) had ordered 100 Boeing 737 Max jets, and also said that the company was very close to resuming deliveries of its 787 Dreamliner. Boeing jumped 4.2% in premarket trading. $Seagen(SGEN.US)$– The closing of Merck's (MRK) $40 billion deal to buy Seagen will be delayed, according to people familiar with the matter who spoke to The Wall Street Journal. The delay stems from a wait for d...
$都乐食品(DOLE.US)$$戴尔蒙特新鲜制造(FDP.US)$I will state some reasons why I think DOLE should trade at a minimum of $20/ share right now. It currently trades at $13.8. The new company formed after the combination of Total Produce and DOLE will be the largest fresh produce company by revenue. DOLE PLC ($9.0 BN) GREENYARD ($5.2 BN) FRESH DEL MONTE ($4.2 BN) These companies are completely recession proof and can only suffer with short term raw material price increases, as they can't rise prices at the same rate. In Dole's case, the vertically integrated business model allows them to prevent some of these issues. DOLE owns 16 vessels and more than 160 facilities around the world. This is an industry with many barriers of entry, which makes it very difficult for new competitors to increase their respective market share. Companies such as these historically trade at 15x earnings. However, DOLE trades at just 9-10x earnings given the current EPS estimate of $1.39 for 2021. I believe a company of DOLE's quality should be trading between 14 and 18 times earnings.
3
1
举报
TRIUMPHANT RETURNS :
it already trading 22times PE at its current price. yet to dole out any dividend yet.
戴尔蒙特新鲜制造股票讨论区
5年来毛利率在6到8.1%之间,净资产收益率则从6.8%下滑到2.9%后回弹至4.5%,两个数据都很没有吸引力。
5年来营收变化也不大,营业利润和净利润总体下滑,近3年有所回升,但并不快。
目前市盈率17.3,市盈率TTM 38,吸引力不大。
$Seagen(SGEN.US)$ – The closing of Merck's (MRK) $40 billion deal to buy Seagen will be delayed, according to people familiar with the matter who spoke to The Wall Street Journal. The delay stems from a wait for d...
The new company formed after the combination of Total Produce and DOLE will be the largest fresh produce company by revenue.
DOLE PLC ($9.0 BN)
GREENYARD ($5.2 BN)
FRESH DEL MONTE ($4.2 BN)
These companies are completely recession proof and can only suffer with short term raw material price increases, as they can't rise prices at the same rate.
In Dole's case, the vertically integrated business model allows them to prevent some of these issues.
DOLE owns 16 vessels and more than 160 facilities around the world.
This is an industry with many barriers of entry, which makes it very difficult for new competitors to increase their respective market share.
Companies such as these historically trade at 15x earnings. However, DOLE trades at just 9-10x earnings given the current EPS estimate of $1.39 for 2021.
I believe a company of DOLE's quality should be trading between 14 and 18 times earnings.
暂无评论