តើភាគហ៊ុន Deere គឺជា 'ទិញ' បន្ទាប់ពីបានលើកឡើងការណែនាំ?

ក្រុមហ៊ុន Deere & Company (NYSE: DE), on Friday, said its profit more than doubled in the first quarter. Shares are up 6.0% this morning.

Deere ស្តុកទុកលើការណែនាំដែលបានលើកឡើង

Investors are cheering the company’s raised full-year guidance as well. Deere is now calling for $8.75 billion to $9.25 billion in net income this year.

តើអ្នកកំពុងស្វែងរកព័ត៌មានរហ័សព័ត៌មានជំនួយក្តៅនិងការវិភាគទីផ្សារមែនទេ?

ចុះឈ្មោះសម្រាប់ព្រឹត្តិប័ត្រ Invezz ថ្ងៃនេះ។

It sees a 20% sales growth in production and precision agriculture and 10% to 15% in construction and forestry. In the សេចក្តីប្រកាសព័ត៌មានស្តីពីប្រាក់ចំណូល, CEO John C. May said:

Deere’s Q1 is a reflection of favourable market fundamentals and healthy demand for our equipment. We’re benefitting from an improved operating environment, which is contributing to higher levels of production.

Should you buy Deere stock today?

Versus its low in late September, Deere stock is now up 30% that does make it somewhat expensive. Still, Boris Schlossberg of BK Asset Management says it’s a great pick for the long-term.

The story is that 40% of the Black Sea crop is off market because of Ukraine conflict. That means farming income will stay strong for at least a couple more harvest cycles, assuming the Ukraine situation gets resolved this year.

A dividend yield of over 1.0% makes this ភាគហ៊ុនឧស្សាហកម្ម all the more attractive to own. And then of course there’s the possibility that the Ukraine war continues even beyond this year. On CNBC’s “អាហារពេលព្រឹក”, Schlossberg said:

If it doesn’t [resolve], we have this permanent lack of supply. It requires a lot more precision agriculture which is where Deere plays. That means we’ll take a much higher yield per acre and farmers will turn to their equipment more.

Notable figures in Deere’s Q1 earnings report

• ប្រាក់ចំណូលសុទ្ធបានបោះពុម្ព 1.96 ពាន់លានដុល្លារធៀបនឹងឆ្នាំមុន 903 លានដុល្លារ
• ប្រាក់ចំណូលក្នុងមួយហ៊ុនក៏បានកើនឡើងយ៉ាងខ្លាំងពី $2.92 ទៅ $6.55
• Revenue increased just over 32% year-on-year to $12.65 billion
• FactSet consensus គឺ $5.57 នៃ EPS លើប្រាក់ចំណូល $11.34 billion
• Production and precision agriculture sales gained 55% this quarter
• Construction and forestry sales also went up 26% versus last year

តួលេខគួរឱ្យកត់សម្គាល់ផ្សេងទៀតនៅក្នុង របាយការណ៍ប្រាក់ចំណូល include a 14% annualised increase in small agriculture and turf sales to $3.0 billion.