FEMSA's CEO expressed satisfaction with strong Q4 results, robust revenue growth across units, and Coca-Cola FEMSA's performance. He also discussed the impact of increased labor costs and the strategic plan to reach leverage objectives.
FEMSA's CEO highlighted robust performance, expressed confidence in organic growth especially in Proximity Americas and Coca-Cola FEMSA. Despite stability, expects solid growth in Health revenues and significant core business investment.
FEMSA股票讨论区
5年来营收除2020外增长了4年,平均增速8.9%,营业利润除2020外增长了4年,平均增速8.3%,净利润2020年几乎归零,总体变化不大。2022年利息费用占营业利润的17.9%,利息负担较重。毛利率近5年基本在38左右%,2022年净资产收益率9.1%,近5年算数平均7.3%。
2023前3季度营收增长19.4%,营业利润增长8.8%,净利润受其他非经营收入以及停止经营利润影响大幅增长2.2倍。
目前市盈率40,市盈率TTM30.6,如果全年净利增长2.2倍市盈率将降为12.5,考虑到近期净利增长主要来自一次性收益,超高基数会造成未来的必然萎缩,暂时没什么吸引力。
专栏Top upgrades and downgrades on 6/1
• $Blueprint Medicines(BPMC.US)$ : Jefferies Upgrades to Buy from Hold - PT $78 (from $88)
• $CatchMark Timber Trust Inc(CTT.US)$ : Raymond James Upgrades to Market Perform from Underperform
• $丹纳赫(DHR.US)$ : RBC Capital Upgrades to Outperform from Sector Perform - PT $310 (from $299)
• $Enanta Pharmaceuticals(ENTA.US)$ : Evercore ISI Upgrades to In Line from Underperform - PT $39 (from $35)
• $FEMSA(FMX.US)$ : Bradesco BBI Upgrades to Outperform f...
专栏Top upgrades and downgrades on 5/5
• $美国资本代理公司(AGNC.US)$ : Piper Sandler Upgrades to Overweight from Neutral - PT $13 (from $13.50)
• $Esperion Therapeutics(ESPR.US)$ : JP Morgan Upgrades to Neutral From Underweight
• $飞塔信息(FTNT.US)$ : Mizuho Securities Upgrades to Buy from Neutral - PT $350 (from $340)
• $Horizon Technology Finance(HRZN.US)$ : Compass Point Upgrades to Neutral From Sell
• $Momentive Global(MNTV.US)$ : Craig-Hallum Upgrades to Buy from Hold - PT $...
专栏Top upgrades and downgrades on 2/1
Tuesday, February 1, 2022
$富国银行(WFC.US)$$Moderna(MRNA.US)$$BioNTech(BNTX.US)$$Enterprise Products(EPD.US)$$FEMSA(FMX.US)$$财捷(INTU.US)$$西思科公司(SYY.US)$$Healthpeak Properties(PEAK.US)$
暂无评论