异动解读|美国美盛盘中下跌5.04%,RBC下调评级并警示磷肥挑战

行情直击
Oct 10

10月10日,美国美盛盘中下跌5.04%,报18.735美元/股,成交额1.93亿美元。消息面上,RBC将美盛评级从跑赢大盘下调至与板块持平,目标价从27美元下调至25美元,指出公司在磷酸盐市场面临挑战,存在重启风险且近期现金生成能力承压。

RBC认为,尽管化肥市场整体供应偏紧,但美盛受磷肥市场挑战影响最为直接。此前公司二季度调整后每股收益0.13美元,同比下降74.5%,营收亦不及预期,硫磺供应紧张与成本高企持续压制盈利表现。

美国美盛公司是世界领先的浓缩磷酸盐和钾肥作物养分的生产商和营销商,为大约40个国家的客户提供服务,是全球第二大综合磷酸盐生产商。

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