Latin American Agriculture Stocks China Could Turn To If US Tariffs Return

Trade headlines are again swirling around potential new U.S. tariffs on Chinese goods, and this time the crossfire could reach deep into global agriculture. If Chinese buyers look beyond U.S. farms for soy, corn and beef, some Latin American exporters may find themselves in the spotlight. This article looks at three stocks exposed to that story, and why their fortunes could move sharply as the talks unfold.

The stocks covered below are a starting sample from this Latin American agricultural exporters theme. The full screen surfaced 12 more companies with equally focused stories around soy, corn, grain and beef that are not covered in this article. If you want to move quickly from headlines to your own watchlist, head straight into the Latin American Agricultural Exporters screener to identify, analyze and prioritize the highest conviction ideas for your portfolio.

Três Tentos Agroindustrial S/A (BOVESPA:TTEN3)

Três Tentos Agroindustrial S/A is a Brazilian agribusiness operator firmly tied to the soy and grain export story, running an integrated model across farm inputs, grain trading and industrial processing for customers in Brazil and multiple overseas markets. The business is broadly spread across its Industrial segment at about R$8.0b in revenue, Grain at roughly R$6.6b and Supplies at around R$3.7b, which gives it meaningful exposure to both crop production and value added processing. With a market cap of roughly R$5.5b, Três Tentos sits in the mid cap bracket, where execution, balance sheet discipline and export demand can all move the needle for shareholders.

Três Tentos Agroindustrial S/A is one of the purest plays in this theme because it touches almost every step from farm input to soybean and corn processing, with operations already reaching buyers across the Americas, Europe, Asia and Africa. Recent results show that revenue scale is growing, yet net income has come under pressure, which puts more focus on whether new plants, logistics projects and farmer loyalty can translate into more durable margins. At the same time, investors need to watch debt reliance, governance depth and exposure to freight and commodity swings, as trade policy shifts could benefit Brazilian exporters but also increase volatility.

Três Tentos’ integrated soy and grain engine is scaling across continents, yet pressure on net income suggests the real story sits beneath the topline. Get the 4 key rewards and 3 important warning signs (1 is major!) and see what could change the script next.

Minerva (BOVESPA:BEEF3)

Minerva is one of Latin America’s key pure plays on global beef and livestock exports, supplying chilled, frozen and processed meat, live cattle and animal by products from Brazil and neighboring countries to customers worldwide, including China. The business is heavily concentrated in meat, which generated about R$54.5b in revenue, with a smaller R$2.7b from other activities such as electricity and protein trading and pet food ingredients. With a market cap of roughly R$3.9b, Minerva is a mid sized exporter whose fortunes are closely tied to how global importers, especially in Asia, respond to any shift away from U.S. suppliers.

For investors tracking how trade headlines may redirect demand for protein, Minerva offers direct exposure to South American beef flows into China and other importers, supported by an export heavy footprint and a long operating history. The company’s profitability trends, index inclusion and focus on plant utilization and cost control may be relevant for investors who are watching how it manages debt and margins. At the same time, high leverage, a generous dividend that leans on those earnings, and sensitivity to tariffs, quotas and ESG pressures mean the stock may require ongoing monitoring. The key question is whether Minerva’s geographic spread and quota management can help it treat trade volatility as an operational consideration rather than a persistent headwind.

Minerva’s export engine could be masking a very different story beneath headline beef volumes. Get the 4 key rewards and 3 important warning signs (1 is major!) and see how debt, dividends and China exposure really line up next.

Cresud Sociedad Anónima Comercial Inmobiliaria Financiera y Agropecuaria (BASE:CRES)

Cresud Sociedad Anónima Comercial Inmobiliaria Financiera y Agropecuaria gives you direct exposure to the Latin American Agricultural Exporters theme through its large scale production of soybeans, corn, wheat, sugarcane and cattle across Argentina and the wider region, alongside a sizeable real estate portfolio. The agricultural business, including production and other related items, generated roughly ARS 558.2b, while Argentine urban properties and investments such as shopping malls, hotels, offices and development activities contributed around ARS 377.5b. With a market cap near ARS 1,254.7b, Cresud combines grain and livestock exposure with city assets in a way few regional peers match.

Cresud may appeal to investors seeking exposure to Latin American grain and cattle exports while retaining asset backing. The company is involved in soy and corn flows that could attract more attention if Chinese buyers increase their focus on Brazil and Argentina. At the same time, it owns income producing malls, offices and hotels that can behave differently from crop cycles. On paper the stock appears inexpensive relative to local food peers, but there are questions around how much of recent earnings comes from a very large one off gain and how sustainable future profits are. Combined with high reliance on external borrowing and recent dilution, this creates a business where the potential benefits are clear, but the risks may warrant closer analysis.

Cresud’s mix of farmland, malls and offices can look like a hidden asset box that the market has not fully priced. Read the 3 key rewards and 4 important warning signs (1 is major!) and see how one recent gain might change the whole picture

Seeking Fresh Alternatives Before Others?

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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