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CRESUD SOCIEDAD ANÓNIMA, COMERCIAL, INMOBILIARIA, FINANCIERA Y AGROPECUARIA (CRESY)
Tuesday
9:39 AM
Thesis: Cresud Sociedad Anónima, Comercial, Inmobiliaria, Financiera y Agropecuaria: the setup is constructive — Soybean and corn prices (Chicago Board of Trade futures) - directly impact 60%+ of agricultural revenue from Pampas…
value - Stock trades at 0.9x book value and 3.4x EV/EBITDA, attracting deep value investors willing to accept Argentine political risk…
Moderate sensitivity through two channels: (1) US interest rates affect commodity prices inversely (stronger dollar from rate hikes…
Watch on earnings: CBOT soybean and corn futures prices (ZSUSX, ZCUSX) - direct 60-70% correlation to agricultural segment revenue, Argentine peso/USD exchange rate (official vs. parallel 'blue' rate spread) - indicates capital control severity and repatriation risk, IRSA stock price and implied NAV discount - proxy for Buenos Aires real estate market sentiment.
One Sentence Summary:
The bull case is simple: analysts see revenue climbing from $1772.30T to $2066.43T as soybean and corn prices (chicago board of trade futures) - directly impact 60%+ of agricultural revenue from pampas.
Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.