戴爾蒙特新鮮製造股票討論區

$戴爾蒙特新鮮製造(FDP.US)$是1997年以16美元上市的盧森堡公司，目前價格29美元，平均年回報率2.4%，比較差勁。
5年來毛利率在6到8.1%之間，淨資產收益率則從6.8%下滑到2.9%後回彈至4.5%，兩個數據都很沒有吸引力。
5年來營收變化也不大，營業利潤和淨利潤總體下滑，近3年有所回升，但並不快。
目前市盈率17.3，市盈率TTM 38，吸引力不大。

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$都樂食品(DOLE.US)$ $戴爾蒙特新鮮製造(FDP.US)$ 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.