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...
$愛彼迎(ABNB.US)$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股票討論區
近5年來毛利率從25%上升到43%,淨資產收益率則在0上下波動,2021年突然達到了13.5%。
營收前4年區間波動,2021年突然增長37.5%,營業利潤則是前兩年大幅下滑,近3年快速增長,不過淨利潤在前4年幾乎沒有,僅在2021年達到1.31億。
利潤表顯示出售證券費用在前4年都在1億以上,2021年才降到了5400萬。但2021年利息費用達到了營業利潤的22%,負擔很重。
2022前兩季度營收增長27%,營業利潤卻下滑8.1%,淨利潤增長15.6%。淨利潤增長主要是由於出售證券費用突然降爲0造成的。不過利息費用已經達到營業利潤的27%,這個趨勢很不好。
資產負債率5年來變化不大,基本保持在60%左右。存貨2021年增加1.31億,剛好等於當年淨利潤,好巧。
長期借款7.49億,佔淨資產11.04億的68%,槓桿率不算低。
目前市盈率8,市盈率TTM 5.7,考慮到2021年淨利潤是近些年來最高點,農產品板塊有典型的週期性,持續性還是需要觀察。
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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