an action of agribusiness stood out in the recommended stock portfolios for February. Searching the portfolio of 28 institutions, the Agro Times arrived at Agricultural SLC (SLCE3) as the main bet of the moment in the sector.
the producer of soy, corn It is cotton is present in five different portfolios this month, surpassing meatpacking companies JBS (JBSS3) It is Minerva (BEEF3), which received four and three nominations, respectively.
SLC Agrícola was one of the two shares maintained by planner in its monthly portfolio, even after an appreciation of approximately 9% in January.
According to the brokerage firm, the net value of the company’s assets is BRL 11.6 billion, based on September 2022. This is equivalent to BRL 54.83 per share, above the current quotation of around BRL 51 – therefore , not yet priced, evaluates.
In Planner’s assessment, the reduced leverage of 1 time Ebitda (earnings before interest, taxes, depreciation and amortization) at the end of September 2022 makes room for new investments aimed at the company’s growth.
“The trend remains positive, with a good level of profitability expected in 2023”, he adds.
O PagBank foresees improvement in SLC Agrícola’s margins, mainly in corn and cotton, supported by the drop in planting costs.
Survey
The lifting of Agro Times took into account information on stock portfolios disclosed by 28 institutions. For February, eight agribusiness papers were indicated, adding up to 20 recommendations.
Participated in the survey Ágora Investimentos, Ativa Investimentos, BB Investimentos, Benndorf, BTG Pactual, CM Capital, Eleven, Empiricus, Empiricus Investimentos, Genial Investimentos, Guide Investimentos, Inter, Itaú BBA, Levante, Mirae Asset, MyCap, Modalmais, Nova Futura, Órama, Planner , RB Investimentos, Banco Safra, Santander, Terra Investimentos, XP Investimentos, Warren, PagBank It is EQI Research.
Source: Moneytimes
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