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股票討論區
5年來營收除2020外增長了4年,平均增速8.9%,營業利潤除2020外增長了4年,平均增速8.3%,淨利潤2020年幾乎歸零,總體變化不大。2022年利息費用佔營業利潤的17.9%,利息負擔較重。毛利率近5年基本在38左右%,2022年淨資產收益率9.1%,近5年算數平均7.3%。
2023前3季度營收增長19.4%,營業利潤增長8.8%,淨利潤受其他非經營收入以及停止經營利潤影響大幅增長2.2倍。
目前市盈率40,市盈率TTM30.6,如果全年淨利增長2.2倍市盈率將降爲12.5,考慮到近期淨利增長主要來自一次性收益,超高基數會造成未來的必然萎縮,暫時沒什麼吸引力。
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