文章核心观点 - 3M公司的首席财务官Monish Patolawala离职,加入农业巨头Archer Daniels Midland(ADM)担任CFO [1][3][6] - ADM公司正面临美国政府就会计不规范进行的调查,此次任命新CFO或与此有关 [4][5] - Patolawala在3M工作超过20年,此前曾在通用电气(GE)担任多个高管职位,包括GE Healthcare的CFO [7] 公司概况 - ADM公司是一家农业大宗商品公司 [5] - 3M公司是一家多元化的工业公司 [2][6] - Biogen是一家生物制药公司,Patolawala在其担任董事 [7] 人物履历 - Monish Patolawala此前在3M担任CFO职务 [1][3][6] - Patolawala在通用电气工作超过20年,曾担任GE Healthcare的CFO [7] - ADM公司此前的CFO Vikram Luthar因会计问题被行政留用并后来辞职 [5]

Wall Street loves winners. They enjoy backing stocks that are rising and want to avoid stocks that are falling. Yet rarely do they place a sell rating on a stock.Whether it is because stocks generally go up over time and a rising tide lifts all boats, or they don’t want to miss out on potential fees earned from dealing with a stock sale or other corporate transaction, investors are rarely told to sell any stocks. Out of the thousand of companies that trade on the NYSE or Nasdaq stock exchanges only a few do ...

Archer Daniels Midland (ADM) closed at $60.16 in the latest trading session, marking a +1.11% move from the prior day. This change outpaced the S&P 500's 0.77% gain on the day. Meanwhile, the Dow experienced a rise of 0.49%, and the technology-dominated Nasdaq saw an increase of 0.95%.Shares of the agribusiness giant witnessed a loss of 3.44% over the previous month, beating the performance of the Consumer Staples sector with its loss of 4.12% and underperforming the S&P 500's gain of 3.71%.The investment c ...

Archer Daniels Midland Company (ADM) continues to be troubled by the sluggishness across its Nutrition unit. This led to a year-over-year segment revenue dip of 0.9% in first-quarter 2024, following a year-over-year decline of 6.7% in the preceding quarter.Adjusted operating profit for the segment also fell by a significant 39% compared with the same period last year. Within this segment, human nutrition reported an operating profit of $76 million, down $62 million from the prior year due to unplanned downt ...

In the latest trading session, Archer Daniels Midland (ADM) closed at $61.95, marking a +1.11% move from the previous day. The stock's performance was ahead of the S&P 500's daily gain of 0.26%. On the other hand, the Dow registered a gain of 0.18%, and the technology-centric Nasdaq increased by 0.35%.The agribusiness giant's shares have seen a decrease of 2.72% over the last month, not keeping up with the Consumer Staples sector's loss of 0.52% and the S&P 500's gain of 3.25%.The investment community will ...

文章核心观点 - 尽管阿奇-丹尼尔斯-米德兰(ADM)营养会计丑闻给这家人类和动物营养公司造成了重大打击,但公司正在走出困境 [1][2][3][4][5] - ADM已采取多项纠正措施,包括修改与特定分部业绩挂钩的高管薪酬和延迟高管奖金支付,这是公司认识到需要更严格的控制和更透明的财务实践的良好开端 [6] - 随着全球大宗商品进入2024年下半年,分析师预计将出现复苏迹象,这将有利于ADM及其所在行业 [7] - ADM正在扩大直接面向农民的采购计划,并加强营养分部以利用更高的大宗商品价格,通过更低成本的供应和更高的利润率来获益 [8] 行业分析 - 后疫情经济复苏伴随着通胀,大宗商品往往在通胀期表现良好,因为它们是可以储存价值的有形资产 [7] - 利率下降将继续降低持有无收益大宗商品资产的机会成本,但也会使美元贬值,这使以美元计价的大宗商品在国际市场上更便宜、更有吸引力 [7] - 全球供应链中断、地缘政治紧张局势和气候对农业的影响,可能会使大宗商品价格保持高位,这将有利于ADM这样的全球性企业 [23] 公司分析 - ADM正在从传统大宗商品市场转向更多元化和潜在利润更高的业务领域,如植物蛋白和更健康的配料 [15][16] - ADM营养分部的内在价值仍然完好,是公司多元化战略的关键 [17][18] - 公司采取了迅速和果断的行动来识别错误,并实施了补救计划,这表明管理团队具有强烈的道德操守 [31][32] - 公司的全球足迹使其能够从供应链中断和地缘政治局势中获益,推动收入增长 [19] 估值分析 - ADM股票目前估值较低,与行业中位数相比,其前瞻性非公认会计准则市盈率低37.30% [21] - 如果市场开始认识到ADM的战略举措并将估值调整至行业中位数水平,股价可能会大幅上涨约59.51% [24] - 考虑到农产品大宗商品市场的周期性,采用20倍的谷底市盈率,股价公允价值约为112美元 [25]

The most recent trading session ended with Archer Daniels Midland (ADM) standing at $61.82, reflecting a -0.27% shift from the previouse trading day's closing. The stock's change was less than the S&P 500's daily gain of 0.15%. At the same time, the Dow added 0.36%, and the tech-heavy Nasdaq gained 0.17%.Heading into today, shares of the agribusiness giant had gained 2.99% over the past month, outpacing the Consumer Staples sector's gain of 0.37% and lagging the S&P 500's gain of 3.2% in that time.The inves ...

Investors in Archer-Daniels-Midland Company (ADM) need to pay close attention to the stock based on moves in the options market lately. That is because the Jun 21, 2024 $115.00 Put had some of the highest implied volatility of all equity options today.What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. ...

Thomas Barwick Overview As a dividend investor, I am always on the lookout for a good deal to add to my annual dividend income total. I prefer to find companies that have a history of increasing their dividends year over year on a consistent basis. Potential candidates are companies that also have the potential to continue increasing their dividend payouts through higher levels of free cash flow. Lastly, I look for opportunities that trade at attractive valuation metrics and have good upside potential. ...

It has been about a month since the last earnings report for Archer Daniels Midland (ADM) . Shares have added about 2.8% in that time frame, underperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is ADM due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers. Archer Daniels’ Q1 Earnings Beat Estimates, ...