Nutrien Riding Agriculture, Fertilizer Fundamentals Strength Wave

Dow Jones
昨天

1442 ET - Nutrien continues to execute well, with tailwinds in agriculture and fertilizer fundamentals. RBC's Andrew Wong says in a report that stronger crop prices, steady potash fundamentals and higher nitrogen prices should drive Ebitda growth in 2027. Management itself is saying that market conditions have strengthened, as seen in elevated corn prices due to lower yields in the U.S. and higher wheat prices as Russia-Ukraine conflict re-escalates. Because of this, he expects higher revisions on the company's estimates "that currently call for lower EBITDA into 2027." Long-term, Wong sees potential for further improvements in costs and cash conversion on the business side of things as well.

 

應版權方要求,你需要登入查看該內容

免責聲明:投資有風險,本文並非投資建議,以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請,作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考,不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證,投資者應自行研究並在投資前尋求專業建議。

熱議股票

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10