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LND - BrasilAgro: Good Structural Trends Bad Cyclical Trends
Brasilagro Brazilian Agric Real Estate Co Sponsored ADR
2024-06-15 07:24:48 ET
Summary
The company focuses on the agricultural real estate market, earning from crop production and sale of farms, with key crops being soybeans, corn, and sugar cane.
Short and medium-term results may be under pressure due to the commodity price outlook.
Furthermore, valuation based on the EV/EBITDA multiple does not offer a good margin of safety.
Investment Thesis
I recommend holding BrasilAgro ( LND ) shares. Brazil is a global power in agribusiness, one of the sectors where the country has competitive advantages such as climate, soil, crop diversification and technology....