BUZZ-Citi upgrades Australia's Brambles to 'buy', sees supply chain benefits ahead

Reuters

01/12

BUZZ-Citi upgrades Australia's Brambles to 'buy', sees supply chain benefits ahead

** Citi analysts upgrade rating for supply-chain logistics company Brambles BXB.AX to 'Buy' from 'Neutral' and keep price target at A$26.75

** Brokerage sees the recent share-price underperformance of BXB as an opportunity

** Says while consumer environment is still muted, some factors like the FIFA World Cup, during which there has been a general uptick in beverage demand historically, can potentially de-risk any like-for-like volume growth in 2H26

** Citi says BXB's FY26 forecast implies a material ~110 bps of margin expansion likely coming from material supply chain initiatives

** Brokerage estimates FY26 supply chain productivity benefits to flow into FY27 and sees upside to consensus estimates

** Five of 14 analysts rate the stock 'buy' or higher, seven 'hold' and two rate it 'sell' or lower; their median PT is A$25.43 - LSEG data

** BXB stock gained 19.3% in 2025

(Reporting by Himanshi Akhand in Bengaluru; editing by Diane Craft)

((Himanshi.Akhand@thomsonreuters.com;))

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their median PT is A$25.43 - LSEG data</p><p>** BXB stock gained 19.3% in 2025</p><p> (Reporting by Himanshi Akhand in Bengaluru; editing by Diane Craft)</p><p> ((Himanshi.Akhand@thomsonreuters.com;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7064","symbol_name":"综合支持服务","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260111:nL4N3YC03Q:1","article_id":"2602256382","we_media_id":"1032215980","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2602256382","pubTimestamp":1768170190,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Reuters","introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"BUZZ-Citi upgrades Australia's Brambles to 'buy', sees supply chain benefits ahead** Citi analysts upgrade rating for supply-chain logistics company Brambles BXB.AX to 'Buy' from 'Neutral' and keep price target at A$26.75** Brokerage sees the recent share-price underperformance of BXB as an opportunity ** Says while consumer environment is still muted, some factors like the FIFA World Cup, during which there has been a general uptick in beverage demand historically, can potentially de-risk any like-for-like volume growth in 2H26** Citi says BXB's FY26 forecast implies a material ~110 bps of margin expansion likely coming from material supply chain initiatives ** Brokerage estimates FY26 supply chain productivity benefits to flow into FY27 and sees upside to consensus estimates** Five of 14 analysts rate the stock 'buy' or higher, seven 'hold' and two rate it 'sell' or lower; 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their median PT is A$25.43 - LSEG data** BXB stock gained 19.3% in 2025 (Reporting by Himanshi Akhand in Bengaluru; editing by Diane Craft) ((Himanshi.Akhand@thomsonreuters.com;))","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}