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ML Agribusiness Eq.Weight

basketnameweekchmonthchytdchyearch
ML Agribusiness-1.458.865.965.35

Basket 12m Performance Weighted by Various Factors Items

MCapSalesnetincome
2.20.7-1.0
netmarginDividenYield52wkchangerisk
6.6-3.720.16.2

Select Equity Indexes Yields

nameweekchmonthchytdchyearch
Russian Trading System Cash Index-3.200.7021.456.21
S&P 500 Index-0.306.345.002.75
Hong Kong Hang Seng Index0.399.200.95-10.08
Ibovespa Brasil Sao Paulo Stock Exchange Index0.4913.4731.1513.15
S&P BSE SENSEX Index0.876.518.111.36

Best Stocks 1m in USD %ch

NameChngePctCountry
Felda Global Ventures Holdings Bhd (FGV:MK)25.69Malaysia
Kernel Holding SA (0KE:GR)22.35Ukraine
Archer-Daniels-Midland Co (ADM:US)14.82United States
Bunge Ltd (BG:US)14.33United States
FMC Corp (FMC:US)14.31United States
Associated British Foods PLC (ABF:LN)13.74United Kingdom
China Agri-Industries Holdings Ltd (606:HK)12.47Hong Kong (SAR)
Mosaic Co/The (MOS:US)11.99United States
Tyson Foods Inc (TSN:US)11.97United States
Charoen Pokphand Indonesia Tbk PT (CPIN:IJ)10.43Indonesia

Worst Stocks 1m in USD %

NameChngePctCountry
MHP SA (MHPC:LI)-3.23Ukraine
Deere & Co (DE:US)-2.26United States
Ros Agro PLC (AGRO:LI)-1.71Russian Federation
IOI Corp Bhd (IOI:MK)-1.32Malaysia
Incitec Pivot Ltd (IPL:AU)-1.21Australia
PPB Group Bhd (PEP:MK)-0.38Malaysia
Potash Corp of Saskatchewan Inc (POT:CN)2.57Canada
Uralkali PJSC (URKA:RM)2.77Russian Federation
Genting Plantations Bhd (GENP:MK)2.88Malaysia
Agrium Inc (AGU:CN)4.37Canada

Best Stocks YTD in USD %

NameChngePctCountry
Charoen Pokphand Indonesia Tbk PT (CPIN:IJ)58.15Indonesia
Tyson Foods Inc (TSN:US)37.60United States
Sociedad Quimica y Minera de Chile SA (SQM/B:CI)35.66Chile
Kernel Holding SA (0KE:GR)31.49Ukraine
Archer-Daniels-Midland Co (ADM:US)24.63United States
FMC Corp (FMC:US)23.80United States
Felda Global Ventures Holdings Bhd (FGV:MK)16.29Malaysia
Uralkali PJSC (URKA:RM)15.55Russian Federation
CNH Industrial NV (CNHI:IM)13.23United Kingdom
Monsanto Co (MON:US)9.59United States

Worst Stocks YTD in USD %

NameChngePctCountry
CF Industries Holdings Inc (CF:US)-38.32United States
Associated British Foods PLC (ABF:LN)-27.96United Kingdom
Incitec Pivot Ltd (IPL:AU)-23.02Australia
China BlueChemical Ltd (3983:HK)-21.28China
Yara International ASA (YAR:NO)-20.63Norway
Bunge Ltd (BG:US)-2.92United States
Potash Corp of Saskatchewan Inc (POT:CN)-1.41Canada
IOI Corp Bhd (IOI:MK)1.78Malaysia
China Agri-Industries Holdings Ltd (606:HK)2.18Hong Kong (SAR)
Mosaic Co/The (MOS:US)2.36United States

ML Agribusiness Stock News


Ros Agro PLC

  • Russia stocks lower at close of trade; MICEX down 0.04%
  • Ros Agro Plans First Russian Share Sale in London Since October

    MHP SA

  • Turkey Sets Up Inner Cabinet to Oversee Emergency Rule
  • BRIEF-MHP Q2 poultry production volumes 149935 tonnes, up 9 pct ...

    Golden Agri-Resources Ltd

  • Latest Earnings from Golden Agri-Resources Ltd: Earnings Soar ...
  • Post-IPOP: How Indonesia can lead in palm oil sustainability

    Incitec Pivot Ltd

  • Broker downgrade: Is Incitec Pivot Ltd worth your investing dollars?
  • Incitec Pivot Ltd Has Another Very Strong Trading Session

    AGCO Corp

  • AGCO Corp. (NYSE:AGCO) lost about -11.2 percent in value since ...
  • Agco Corp (NYSE:AGCO) Institutional Investor Sentiment Trend

    CNH Industrial NV

  • CNH Industrial NV Revenue Is Trending Lower
  • CNH Industrial NV to Post FY2016 Earnings of $0.32 Per Share ...

    FMC Corp

  • The Statistics Don't Lie: FMC Corp. (NYSE:FMC) Earnings Preview
  • History of FMC Corp. (NYSE:FMC) stock price after earnings

    Yara International ASA

  • New Broker Ratings For Yara International ASA (YARIY)
  • Yara International ASA (YARIY) CEO Sven Tore Holster on Q2 2016 ...

    Bunge Ltd

  • Bunge Ltd. (BG) Posts Quarterly Earnings Results, Beats Estimates ...
  • Equities Analysts Offer Predictions for Bunge Ltd.'s Q2 2016 ...

    Potash Corp of Saskatchewan Inc

  • Potash Corporation of Saskatchewan Inc.: Does This Stock Belong ...
  • Potash Corp Of Saskatchewan Inc. Profit Retreats 71% In Q2

    Deere & Co

  • Notable Two Hundred Day Moving Average Cross - DE
  • Deere & Co. still not green enough?

    Associated British Foods PLC

  • Associated British Foods PLC (OTCMKTS:ASBFY) Receives ...
  • Associated British Foods plc 29.4% Potential Upside Indicated by ...

    CF Industries Holdings Inc

  • Analysts Advise About CF Industries Holdings, Inc. (NYSE:CF)
  • Attention Grabbing Analyst Research Reports: CF Industries ...

    Agrium Inc

  • Agrium Inc.: Agrium Announces Investment in Finistere AgTech ...
  • Firms and Funds Increasing Their Stake in Agrium Inc. (NYSE:AGU)

    Mosaic Co/The

  • Mosaic Co (NYSE:MOS) Institutional Investor Sentiment Is 1.3
  • RBC Capital Downgrades Mosaic Co to Sector Perform

    Tyson Foods Inc

  • Tyson Foods Inc. (TSN) PT Raised to $80.00
  • Tyson Foods Inc (NYSE:TSN): Might be a Great Pick

    Archer-Daniels-Midland Co

  • Archer Daniels Midland Co. (ADM) Shares Bought by First Republic ...
  • Were Analysts Bullish Archer Daniels Midland Company (NYSE ...

    Syngenta AG

  • Ag Groups Call on U.S. to Block ChemChina-Syngenta Deal
  • Large Cap Key Stocks of the Day: Syngenta AG (NYSE:SYT)

    Sociedad Quimica y Minera de Chile SA

  • Were Analysts Bearish Sociedad Quimica y Minera de Chile (ADR ...
  • New Broker Ratings For Sociedad Quimica Y Minera S.A. (NYSE ...

    China BlueChemical Ltd

  • Western Potash Corp. Receives Strategic Investment from China ...
  • China Development of Polypropylene Carbonate (PPC) Market ...

    Uralkali PJSC

  • Prokhorov Exits Uralkali Stake as Co-Owner Strengthens Hand
  • Uralkali Sees Weaker 2016 Market Than Biggest Rival Potash Corp.

    Taiwan Fertilizer Co Ltd

  • BUSINESS IN BRIEF 27/7
  • BUSINESS IN BRIEF 25/7

    Kernel Holding SA

  • KER KERNEL HOLDING SA OPERATIONS UPDATE FOR 3 ...
  • Poland stocks lower at close of trade; WIG30 down 0.16%

    Monsanto Co

  • Monsanto Co. (NYSE:MON) Receives Average Rating of "Hold" from ...
  • Is it Finally Safe to Buy Monsanto Co (NYSE:MON)?

    Eridania Beghin-Say

  • Grazie alla UE anche lo zucchero diventa francese: addio a Eridania
  • Céline Lemercier has been named VP Human Resources at Louvre ...

    China Agri-Industries Holdings Ltd

  • Grains Giant COFCO Swallows Up Textile Trader Chinatex
  • US breweries to list calories on bottles, cans by 2020

    Charoen Pokphand Indonesia Tbk PT

  • Saham Charoen Pokphand Indonesia direkomendasi beli
  • Charoen Pokphand (CPIN) Patok Penjualan Tumbuh 15%

    Astra Agro Lestari Tbk PT

  • Selisih Kurs Dongkrak Laba Bersih Astra Agro Lestari Sebesar 78 ...
  • KINERJA SEMESTER I: Astra Agro Lestari (AALI) Raih ...

    PPB Group Bhd

  • Kuok controlled Wilmar to see Q2 losses, to impact PPB Group also
  • Weak close for KLCI as Genting sold off

    Felda Global Ventures Holdings Bhd

  • Stock With Momentum: Felda Global Ventures Holdings
  • Eye on stock; Felda Global Ventures

    Genting Plantations Bhd

  • Genting Plantations purchase of Indonesian land won't impact ...
  • Selling in blue chips drags Bursa Malaysia lower

    IOI Corp Bhd

  • IOI Corporation: Customers And Investors Want Sustainability
  • KLCI closes on firm note, Maxis, Genting, IOI Corp advance




    • ML Agribusiness


    By: Research Team


    Description

    Covering Global Agribusiness

    Comment



    Best last week among stocks was Bunge Ltd (BG:US) +5.95%, Felda Global Ventures Holdings Bhd (FGV:MK) +4.86%, CNH Industrial NV (CNHI:IM) +4.14%,

    While worst last week among stocks was Potash Corp of Saskatchewan Inc (POT:CN) -6.84%, CF Industries Holdings Inc (CF:US) -6.20%, Yara International ASA (YAR:NO) -5.86%,

    Best last month among stocks was Felda Global Ventures Holdings Bhd (FGV:MK) +25.69%, Kernel Holding SA (0KE:GR) +22.35%, Archer-Daniels-Midland Co (ADM:US) +14.82%,

    While worst last month among stocks was MHP SA (MHPC:LI) -3.23%, Deere & Co (DE:US) -2.26%, Ros Agro PLC (AGRO:LI) -1.71%,

    Best YTD among stocks was Charoen Pokphand Indonesia Tbk PT (CPIN:IJ) +58.15%, Tyson Foods Inc (TSN:US) +37.60%, Sociedad Quimica y Minera de Chile SA (SQM/B:CI) +35.66%,

    While worst YTD among stocks was CF Industries Holdings Inc (CF:US) -38.32%, Associated British Foods PLC (ABF:LN) -27.96%, Incitec Pivot Ltd (IPL:AU) -23.02%,

    Chart: More Crops are Used for Animal Feeds

    Source: WorldBank

    Chart: Ferts Consumption Made a Big Jump

    Source: WorldBank

    Chart: Despite That Land under Cereals Has been Flat for A while

    Source: WorldBank

    Chart: To Produce More Food

    Source: WorldBank

    Chart: And Crops are Rising

    Source: WorldBank

    Chart: Cereal Yields are on the Rise

    As productivity improves

    Source: WorldBank

    Chart: But Arable Land Per Capital of Global Population is Rapidly Declining

    Source: WorldBank

    Chart: Arable Land % of Total Has Been Stable for a While

    Source: WorldBank

    Chart: Contribution to Global GDP from Agribusiness is Falling

    Source: WorldBank

    Chart: Defarming is On Going

    Source: WorldBank

    Chart: Agri Machinery Usage is on the Rise

    Source: WorldBank

    Chart: Agricultural Land % of Total

    Peaked around 90tis and stable

    Source: WorldBank


    Agriculture Finance

  • e-finance begins automating agricultural holdings documents
  • Africa: Kigali to Host Key Meet On Agric Financing Next Week
  • People in agriculture underemployed, says Arun Jaitley
  • Egypt- e-finance begins automating agricultural holdings documents
  • Finance Ministry to banks: Hike credit flow to small farmers by 10 per ...

    Agricultural Land Prices

  • Farmland prices blossom in state
  • Latest Washington real-estate gold rush: farms
  • Grain prices stunted
  • Brexit fears for agricultural land values 'allayed'
  • Foreigners own about 15% of Latvian agricultural land - farming ...

    Agricultural Commodities

  • Agricultural Commodities Awaken
  • SOFTS-Raw sugar hovers near five-week low, robusta steady
  • Exports of seven agricultural commodities fall in May on weak global ...
  • SOFTS-Raw sugar falls to 5-week low, arabica ease
  • GRAINS-Corn, soy ease as investors eye big US harvests

    Fertilizers

  • Global Specialty Fertilizers Market Report 2015-2022 - Analysis ...
  • Fertilizer Access Grows Farmers, Food and Finance
  • What Are the Near-Term Demand Expectations for NPK Fertilizers?
  • Prices of All Fertilizers Lower Again
  • Farmers World in soil testing, customising fertilizers

    Productivity in Agriculture

  • PM Narendra Modi to Niti Aayog: Consider broader goals for ...
  • Increased productivity with intensive rotational cell grazing and ...
  • FPCCI for setting of agriculture desk to increase productivity
  • Strain: Lots of potential in trade with Cuba
  • Productivity Commission attacks competition 'effects test' and farm ...

    Country Composition

    CountryWeight %
    United States 28.13
    Malaysia 12.50
    Russian Federation 6.25
    Indonesia 6.25
    Ukraine 6.25
    Canada 6.25
    United Kingdom 6.25
    Chile 3.13
    Taiwan 3.13
    Singapore 3.13
    France 3.13
    Switzerland 3.13
    Australia 3.13
    Hong Kong (SAR) 3.13
    Norway 3.13
    China 3.13

    Loading graph...
    /

    Sector Composition

    CountryWeight %
    United States 28.13
    Malaysia 12.50
    Russian Federation 6.25
    Indonesia 6.25
    Ukraine 6.25
    Canada 6.25
    United Kingdom 6.25
    Chile 3.13
    Taiwan 3.13
    Singapore 3.13
    France 3.13
    Switzerland 3.13
    Australia 3.13
    Hong Kong (SAR) 3.13
    Norway 3.13
    China 3.13
    Loading graph...

    Key Basket Multiples

    StocksTotal MCap US mnPayout RatioDiv YieldPENetMargin1yr Return
    32319962.643.02.621.378.572.2

    Results


    2015-11-03 Archer-Daniels-Midland Co
    Cons
  • What Challenged Archer Daniels Midland's Results in 1Q16?
  • Bunge second-quarter profit up on agribusiness results, shares rally

    2015-11-23 Tyson Foods Inc
    Cons
  • Tyson Foods Inc (NYSE:TSN): Might be a Great Pick
  • Analysts: Tyson Foods, Inc. (NYSE:TSN) stock is worth $75.73

    2015-11-25 Deere & Co
    industr
  • Is a Disappointment in Store for Eaton (ETN) in Q2 Earnings?
  • Deere & Company Net Income Is Trending Lower

    2015-11-03 Mosaic Co/The
    mater
  • RBC Capital Downgrades Mosaic Co to Sector Perform
  • Fertilizer Industry: Bottomed or More Pain Ahead?

    2015-11-05 CF Industries Holdings Inc
    mater
  • Investor Watch: Earnings and Street Rating Review for CF Industries ...
  • Current CF Industries Holdings, Inc. (NYSE:CF) PT Means Stock Is ...
    valuestockCountryIndustryMCap US mnDividendYieldPEPSNetMarginPctPayoutRatio52wkchangeScore
    Incitec Pivot LtdIPL:AUAustralia Agricultural Chemicals3634.594.91%16.981.357.9583.37-18.6930.25
    Agrium IncAGU:CNCanada Agricultural Chemicals12620.953.81%12.720.886.9248.46-6.4810.78
    Potash Corp of Saskatchewan IncPOT:CNCanada Agricultural Chemicals13356.126.23%17.292.5914.98107.72-36.3443.66
    Sociedad Quimica y Minera de Chile SASQM/B:CIChile Agricultural Chemicals6993.280.69%32.873.8011.5622.6891.4867.45
    China BlueChemical Ltd3983:HKChina Agricultural Chemicals927.386.06%7.410.587.8344.90-34.05-14.13
    Eridania Beghin-SayBG:LNFrance Agricultural Producers0.00---0.000.000.01-25.39
    China Agri-Industries Holdings Ltd606:HKHong Kong (SAR) Agricultural Producers1834.51--0.170.000.00-20.40-45.80
    Charoen Pokphand Indonesia Tbk PTCPIN:IJIndonesia Agricultural Producers4939.150.73%29.971.876.2421.8855.7328.47
    Astra Agro Lestari Tbk PTAALI:IJIndonesia Agricultural Producers2186.82-25.422.017.91-0.00-23.22-66.14
    Felda Global Ventures Holdings BhdFGV:MKMalaysia Agricultural Producers1659.662.16%-0.400.00-0.0012.15-13.25
    PPB Group BhdPEP:MKMalaysia Agricultural Producers4664.451.56%17.824.5225.3627.804.9614.90
    Genting Plantations BhdGENP:MKMalaysia Agricultural Producers2055.330.57%49.836.2412.5228.401.90-32.40
    IOI Corp BhdIOI:MKMalaysia Agricultural Producers6556.501.89%29.182.267.7555.151.9710.28
    Yara International ASAYAR:NONorway Agricultural Chemicals8754.445.47%7.290.7410.1539.88-27.58-10.25
    Ros Agro PLCAGRO:LIRussian Federation Agricultural Products Whslrs1961.008.08%4.831.5331.6839.0385.15125.62
    Uralkali PJSCURKA:RMRussian Federation Agricultural Chemicals8165.56-112.401.951.73-0.0014.72-121.34
    Golden Agri-Resources LtdE5H:LISingapore Agricultural Producers0.00---0.000.000.02-25.38
    Syngenta AGSYNN:VXSwitzerland Agricultural Chemicals36488.092.85%30.632.799.1187.30-1.1339.24
    Taiwan Fertilizer Co Ltd1722:TTTaiwan Agricultural Chemicals1366.654.71%17.822.5914.5383.931.1156.36
    Kernel Holding SA0KE:GRUkraine Agricultural Producers1202.841.62%--0.00-0.0037.5312.13
    MHP SAMHPC:LIUkraine Agricultural Producers951.008.37%10.790.807.4190.31-1.4260.12
    Associated British Foods PLCABF:LNUnited Kingdom Packaged Food28110.961.31%28.431.685.9137.24-13.23-23.91
    CNH Industrial NVCNHI:IMUnited Kingdom Agricultural Machinery9811.362.00%--0.00-0.00-19.16-44.56
    Tyson Foods IncTSN:USUnited States Packaged Food29399.000.82%18.540.754.0515.2066.3541.66
    Monsanto CoMON:USUnited States Agricultural Chemicals46436.002.04%24.123.5614.7649.206.6121.05
    FMC CorpFMC:USUnited States Agricultural Chemicals6428.001.37%21.351.888.8129.250.69-8.01
    Archer-Daniels-Midland CoADM:USUnited States Agricultural Producers26406.002.67%20.240.422.0854.04-2.298.18
    AGCO CorpAGCO:USUnited States Agricultural Machinery3955.001.08%16.420.563.4117.73-11.93-32.61
    Deere & CoDE:USUnited States Agricultural Machinery24566.003.07%15.200.915.9946.66-14.78-2.73
    Bunge LtdBG:USUnited States Agricultural Products Whslrs9112.002.57%12.930.221.7033.23-16.15-19.55
    Mosaic Co/TheMOS:USUnited States Agricultural Chemicals9672.003.98%12.251.179.5548.76-33.21-12.56
    CF Industries Holdings IncCF:USUnited States Agricultural Chemicals5748.004.86%8.021.3216.4638.98-56.99-34.97

    Index Sector Valuations vs GEM Average

    SectorSector MCap US mnSector MCap Share in TotalGem Sector Share In Total GEMGEM Sector MCAP USmnPayout RatioGEM Payout RatioDiv YieldGEM Div YieldPEPEGEMPE Discount vs GEMNetMarginNetMarginGEMMargin Diff. vs GEM1yr ReturnGEM 1yr Return
    Consumer Staples121039.237.87.5584775.333.438.01.81.822.328.2-20.95.710.34.615.112.3
    Industrials38332.412.05.8453138.231.723.42.61.815.418.6-17.25.611.45.8-15.622.9
    Materials160591.150.27.6590209.453.927.53.23.121.818.120.411.19.8-1.3-3.3-0.1

    Top 5 ML Agribusiness Long Picks

    valuestockCountryIndustryMCapUSDmnDividendYieldPEPSNetMarginPctPayoutRatio52wkchangeScore
    Ros Agro PLCAGRO:LIRussian Federation Agricultural Products Whslrs1961.008.08%4.831.5331.6839.0385.15125.62
    Sociedad Quimica y Minera de Chile SASQM/B:CIChile Agricultural Chemicals6993.280.69%32.873.8011.5622.6891.4867.45
    MHP SAMHPC:LIUkraine Agricultural Producers951.008.37%10.790.807.4190.31-1.4260.12
    Taiwan Fertilizer Co Ltd1722:TTTaiwan Agricultural Chemicals1366.654.71%17.822.5914.5383.931.1156.36
    Potash Corp of Saskatchewan IncPOT:CNCanada Agricultural Chemicals13356.126.23%17.292.5914.98107.72-36.3443.66

    Top 5 ML Agribusiness Short Picks

    valuestockCountryIndustryMCapUSDmnDividendYieldPEPSNetMarginPctPayoutRatio52wkchangeScore
    Uralkali PJSCURKA:RMRussian Federation Agricultural Chemicals8165.56-112.401.951.73-0.0014.72-89.46
    Astra Agro Lestari Tbk PTAALI:IJIndonesia Agricultural Producers2186.82-25.422.017.91-0.00-23.22-34.25
    China Agri-Industries Holdings Ltd606:HKHong Kong (SAR) Agricultural Producers1834.51--0.170.000.00-20.40-13.92
    CNH Industrial NVCNHI:IMUnited Kingdom Agricultural Machinery9811.362.00%--0.00-0.00-19.16-12.67
    CF Industries Holdings IncCF:USUnited States Agricultural Chemicals5748.004.86%8.021.3216.4638.98-56.99-3.09
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    Weekly Fund flow into Agri focused funds showed (Previous Week)20.5 USD mn of inflow


    Top 10 Agri Focused Funds by Inflows Last Week
    Fund Namefund flow mn$Total Assets mn$
    ETFS AGRICULTURE DJ-UBSCI (AIGA)10.6240.6
    POWERSHARES GLOBAL AGRICULTURE (PSUU)0.05.8
    MIRAE ROGERS AGRICULTURAL PRODUCT INDEX SPECIAL ASSET INVEST CMDTY-DERIVATIVE (5620974)-0.171.4

    Top 10 Agri Focused Funds by Outflow Last Week
    Fund Namefund flow mn$Total Assets mn$
    MIRAE ROGERS AGRICULTURAL PRODUCT INDEX SPECIAL ASSET INVEST CMDTY-DERIVATIVE (5620974)-0.171.4
    POWERSHARES GLOBAL AGRICULTURE (PSUU)0.05.8
    ETFS AGRICULTURE DJ-UBSCI (AIGA)10.6240.6
    		•