GrainCorp Loses Bull Amid Low-Margin Outlook -- Market Talk

Dow Jones

02/03

23:27 GMT [Dow Jones]--GrainCorp loses its bull at Macquarie on the grain handler's latest earnings downgrade. Cutting their recommendation to neutral from outperform, an analyst at the investment bank writes in a note that they see the low-margin environment in which the Australian company is operating persisting for at least the next 12 months. With the U.S. wheat market expected to remain in surplus, the analyst can't see any catalyst for a meaningful near-term lift in grain prices that would improve GrainCorp's export margins. Macquarie cuts its fiscal 2026 EPS forecast by 65%, driving a 20% cut in target price to A$6.60. Shares are down 2.4% at A$6.04. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

February 02, 2026 18:32 ET (23:32 GMT)

应版权方要求，你需要登录查看该内容

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/news/2608816474"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2608816474\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2608816474?lang=zh_CN&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-02-03 07:32","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2608816474","market":"nz","top_or_hot":-1,"title":"GrainCorp Loses Bull Amid Low-Margin Outlook -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  23:27 GMT [Dow Jones]--GrainCorp loses its bull at <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a> on the grain handler's latest earnings downgrade. Cutting their recommendation to neutral from outperform, an analyst at the investment bank writes in a note that they see the low-margin environment in which the Australian company is operating persisting for at least the next 12 months. With the U.S. wheat market expected to remain in surplus, the analyst can't see any catalyst for a meaningful near-term lift in grain prices that would improve GrainCorp's export margins. Macquarie cuts its fiscal 2026 EPS forecast by 65%, driving a 20% cut in target price to A$6.60. Shares are down 2.4% at A$6.04. (stuart.condie@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 02, 2026 18:32 ET (23:32 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GrainCorp Loses Bull Amid Low-Margin Outlook -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGrainCorp Loses Bull Amid Low-Margin Outlook -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-02-03 07:32</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  23:27 GMT [Dow Jones]--GrainCorp loses its bull at <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a> on the grain handler's latest earnings downgrade. Cutting their recommendation to neutral from outperform, an analyst at the investment bank writes in a note that they see the low-margin environment in which the Australian company is operating persisting for at least the next 12 months. With the U.S. wheat market expected to remain in surplus, the analyst can't see any catalyst for a meaningful near-term lift in grain prices that would improve GrainCorp's export margins. Macquarie cuts its fiscal 2026 EPS forecast by 65%, driving a 20% cut in target price to A$6.60. Shares are down 2.4% at A$6.04. (stuart.condie@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 02, 2026 18:32 ET (23:32 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"GNC.AU","symbol_name":"GRAINCORP LTD-A","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2608816474","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2608816474","pubTimestamp":1770075120,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"23:27 GMT [Dow Jones]--GrainCorp loses its bull at Macquarie on the grain handler's latest earnings downgrade. Cutting their recommendation to neutral from outperform, an analyst at the investment bank writes in a note that they see the low-margin environment in which the Australian company is operating persisting for at least the next 12 months. With the U.S. wheat market expected to remain in surplus, the analyst can't see any catalyst for a meaningful near-term lift in grain prices that would improve GrainCorp's export margins. Macquarie cuts its fiscal 2026 EPS forecast by 65%, driving a 20% cut in target price to A$6.60. Shares are down 2.4% at A$6.04. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"GNC.AU":"GRAINCORP LTD-A","BK7028":"食品分销商","BK7505":"食品股"},"translate_title":"GrainCorp因低利润前景而失去牛市——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GNC.AU":0.9},"content_text":"23:27 GMT [Dow Jones]--GrainCorp loses its bull at Macquarie on the grain handler's latest earnings downgrade. Cutting their recommendation to neutral from outperform, an analyst at the investment bank writes in a note that they see the low-margin environment in which the Australian company is operating persisting for at least the next 12 months. With the U.S. wheat market expected to remain in surplus, the analyst can't see any catalyst for a meaningful near-term lift in grain prices that would improve GrainCorp's export margins. Macquarie cuts its fiscal 2026 EPS forecast by 65%, driving a 20% cut in target price to A$6.60. Shares are down 2.4% at A$6.04. (stuart.condie@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 02, 2026 18:32 ET (23:32 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","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":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}