Latin America: High Growth Stocks With Encouraging Account Receivable Trends

Latin America: High Growth Stocks With Encouraging Account Receivable Trends

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For investors looking for stocks with growth potential, emerging markets its one place to turn.  Latin America is one of these markets, and companies throughout the region have produced steady returns of late thanks to central bank cooperation in Brazil and Chile where it was recently announced interest rates would be kept steady for the time being. Of late the only thing that has presented a detriment to these assets is questionable American retail reports.

Business Section: Investment Ideas

We have compiled a list of companies based in Latin America from a variety of sectors that displayed revenue growth in the most recent quarter.  Additionally, these firms show encouraging trends in accounts receivables, meaning money they are owed has decreased as a percentage of assets, suggesting higher quality assets. 

What do you think – will these Latin Firms continue to report more growth?

 

Interactive Chart: Use the Compar-O-Matic to compare market caps for the stocks mentioned below:

“1. Companhia de Bebidas Das Americas (ABV, Earnings, Analysts, Financials): Engages in the production, distribution, and sale of beer, draft beer, carbonated soft drinks, malt, and other non-alcoholic and non-carbonated products in the Americas. Market cap at $115.07B, most recent closing price at $36.89. Revenue grew by 10.27% during the most recent quarter ($7,235.7M vs. $6,562.1M y/y). Accounts receivable grew by -0.47% during the same time period ($3,746.8M vs. $3,764.6M y/y). Receivables, as a percentage of current assets, decreased from 32.02% to 26.22% during the most recent quarter (comparing 3 months ending 2012-03-31 to 3 months ending 2011-03-31).

 

“2. Grupo Aeroportuario Del Sureste SA de CV (ASR, Earnings, Analysts, Financials): through its subsidiaries, holds concessions to operate, maintain, and develop airports in the southeast region of Mexico. Market cap at $2.06B, most recent closing price at $68.52. Revenue grew by 14.58% during the most recent quarter ($1,366.82M vs. $1,192.89M y/y). Accounts receivable grew by 4.64% during the same time period ($1,283.54M vs. $1,226.61M y/y). Receivables, as a percentage of current assets, decreased from 45.95% to 45.63% during the most recent quarter (comparing 3 months ending 2011-12-31 to 3 months ending 2010-12-31).

 

“3. CPFL Energia S.A. (CPL, Earnings, Analysts, Financials): Engages in the generation, distribution, and sale of electricity in Brazil. Market cap at $11.97B, most recent closing price at $24.87. Revenue grew by 13.17% during the most recent quarter ($3,420.99M vs. $3,022.78M y/y). Accounts receivable grew by 8.74% during the same time period ($2,251.76M vs. $2,070.77M y/y). Receivables, as a percentage of current assets, decreased from 46.13% to 40.72% during the most recent quarter (comparing 3 months ending 2012-03-31 to 3 months ending 2011-03-31).

 

“4. Enersis S.A. (ENI, Earnings, Analysts, Financials): Engages in the generation, transmission, and distribution of electricity in Chile, Argentina, Brazil, Colombia, and Peru. Market cap at $11.36B, most recent closing price at $17.40. Revenue grew by 4.35% during the most recent quarter ($1,644,117M vs. $1,575,569M y/y). Accounts receivable grew by -7.26% during the same time period ($1,131,849M vs. $1,220,513M y/y). Receivables, as a percentage of current assets, decreased from 52.71% to 47.07% during the most recent quarter (comparing 3 months ending 2012-03-31 to 3 months ending 2011-03-31).

 

“5. Gafisa S.A. (GFA, Earnings, Analysts, Financials): Operates as a homebuilder in Brazil. Market cap at $614.69M, most recent closing price at $2.84. Revenue grew by 26.97% during the most recent quarter ($927.83M vs. $730.75M y/y). Accounts receivable grew by 6.39% during the same time period ($3,796.48M vs. $3,568.35M y/y). Receivables, as a percentage of current assets, decreased from 56.79% to 54.15% during the most recent quarter (comparing 3 months ending 2012-03-31 to 3 months ending 2011-03-31).

 

“6. Grupo Simec S.A.B. de C.V. (SIM, Earnings, Analysts, Financials): Engages in the manufacture, processing, and distribution of special bar quality (SBQ) and structural steel products primarily in the United States, Mexico, and Canada. Market cap at $1.54B, most recent closing price at $9.31. Revenue grew by 23.6% during the most recent quarter ($8,114.84M vs. $6,565.45M y/y). Accounts receivable grew by 11.65% during the same time period ($4,121.34M vs. $3,691.22M y/y). Receivables, as a percentage of current assets, decreased from 26.17% to 24.79% during the most recent quarter (comparing 3 months ending 2012-03-31 to 3 months ending 2011-03-31).

 

“7. Telecom Argentina S.A. (TEO, Earnings, Analysts, Financials): Provides fixed-line telecommunication services and other related services in Argentina. Market cap at $2.14B, most recent closing price at $10.88. Revenue grew by 22.5% during the most recent quarter ($5,139M vs. $4,195M y/y). Accounts receivable grew by 0.39% during the same time period ($1,790M vs. $1,783M y/y). Receivables, as a percentage of current assets, decreased from 49.34% to 32.97% during the most recent quarter (comparing 3 months ending 2011-12-31 to 3 months ending 2010-12-31).

 

“8. Vina Concha y Toro S.A. (VCO, Earnings, Analysts, Financials): Produces and markets wine products. Market cap at $1.34B, most recent closing price at $35.92. Revenue grew by 11.62% during the most recent quarter ($88,857.14M vs. $79,606.61M y/y). Accounts receivable grew by 8.15% during the same time period ($96,585.49M vs. $89,303.24M y/y). Receivables, as a percentage of current assets, decreased from 29.6% to 26.65% during the most recent quarter (comparing 3 months ending 2012-03-31 to 3 months ending 2011-03-31).

 

“9. YPF S.A. (YPF, Earnings, Analysts, Financials): Engages in the exploration, development, and production of crude oil, natural gas, and liquefied petroleum gas (LPG) in Argentina. Market cap at $4.11B, most recent closing price at $10.45. Revenue grew by 23.93% during the most recent quarter ($15,260M vs. $12,313M y/y). Accounts receivable grew by 0.23% during the same time period ($6,001M vs. $5,987M y/y). Receivables, as a percentage of current assets, decreased from 46.76% to 42.57% during the most recent quarter (comparing 3 months ending 2011-12-31 to 3 months ending 2010-12-31).

 

 

(Written by Dan Connelly)

 

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