Nutrien凭借钾肥价格优势蓄势待发——市场快评

投资观察02-18

Nutrien Ltd.正受益于化肥实际价格的上涨，尤其是钾肥。TD Cowen分析师Michael Tupholme指出，他预计该公司将录得“连续第三个季度强劲的同比调整后息税折旧摊销前利润增长（+24%）”，这主要得益于其批发业务板块整体更为坚挺的价格支撑。对于第四季度，他预估调整后EBITDA为13.1亿美元，与市场普遍预期一致，并重申其“持续看好NTR的中长期零售业务EBITDA以及化肥销售量的增长前景”。

Tupholme同时提到，氮肥价格在有利的供需动态下依然得到支撑，而钾肥凭借其良好的前景，目前仍是“最经济实惠的营养元素”。

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