JBS Long-Term Yields Are Attractive, Despite Tactically Negative Outlook

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  Posted by Two Blokes Jul 2 - Filed in Stock - 5 views
  
  JBS is attractively valued for long-term investors, offering a combined yield of around 15% from capital returns and growth. The US listing increases institutional access and could drive future index inclusion, supporting long-term demand for the stock. Segment cycles are mixed: Brazilian and Seara segments are strong but may cool, while US beef is weak but could recover over two years.