能长期取得这样的增长绝不仅仅是靠运气,也不是光靠美国友好的政治氛围就够了(尽管这一点确实帮助很大)。孟山都尽管规模庞大,却很灵活,同时还能在必要的时候敏捷应变。比如,当最近碰上经济衰退利润下降时,这家公司很快减少了对农达(Roundup)除草剂的投资,迅速用更便宜的一般产品代替了它;同时,它将业务重心更多地放在核心种子业务上,而这一业务约占公司销售的70%。这家公司的利润随之大幅反弹,净利润率高达30%。
Meanwhile, the company is looking far ahead with investments in farm-productivity products such as data analytics. It purchased Climate Corp. last October for $930 million for its to boost its analytics portfolio. Farmers representing about 40 million acres in the United States (about 20% of corn and soybean acreage) are now using the company’s analytic products, about double what the company had earlier forecast.
同时,孟山都还深谋远虑,对数据分析技术这样有助于提高农场生产效率的产品进行投资。去年10月,它斥资9.3亿美元并购了Climate Corp.公司,让自己的多种分析技术产品如虎添翼。目前,美国约4千万英亩(占玉米和大豆种植总面积约20%)的农户使用这家公司的分析类产品,这个规模约为它此前预计规模的两倍。
For several years, Wall Street had been skittish about Monsanto’s prospects, in part because of the loud opposition to GMOs. No longer. Just over the past few quarters, analysts have been ratcheting up their target prices. Wells Fargo did so after the company’s first quarter results were announced. J.P. Morgan followed in April after another successful quarter. On Wednesday, Citigroup’s P.J. Juvekar called Monsanto “our favorite name in ag,” and set a price target of $125 — which was quickly surpassed in the day’s trading. (On Thursday, shares sank slightly, but were still trading just above $125.)
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