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1月13日 - ** 经纪公司 Piper Sandler 称,美国农业部最近发布的世界农业供需预估(WASDE) 报告(USDA) 为农业部门 2025 年的发展提供了建设性数据
** 经纪公司补充说,其农业前景的重大转变是由于对最近收获的农作物,尤其是玉米和大豆的估计值进行了大幅调整。
** 券商预计未来 12 个月农业公司将有合理的上行价值
** 由于农业的季节性特点,上半年的价格和销量活动显著,大部分潜在的股价变动可能发生在现在到 6 月或 7 月之间"--派博桑德勒
** 经纪公司将CF Industries 、Nutrien 、LSB Industries 的评级从 "减持 "上调至 "增持";将Mosaic 的评级从 "减持 "上调至 "中性"。
券商上调以下公司的目标价:
公司 新目标价 旧目标价 较上一交易
日收盘价上
涨
CF Industries Nutrien Mosaic LSB Industries N
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