GrainCorp Loses Bull on Soft Margin Outlook -- Market Talk

Dow Jones

06-04

0031 GMT - GrainCorp loses a bull in UBS despite official forecasts pointing to another strong crop in FY 2026. Analyst Apoorv Sehgal says elevated global supply of grain and canola could keep a lid on GrainCorp's profit margins. UBS also thinks GrainCorp's valuation is fair when taking into account A$160 million-A$160 million of new capex. "On the flip side, the stock should be supported by capital management," UBS says. That includes a A$75 million share buyback. UBS downgrades GrainCorp to neutral from buy and lowers its price target by 7.6% to A$7.95/share. GrainCorp is up 1.7% at A$7.70. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

June 03, 2025 20:31 ET (00:31 GMT)

Copyright (c) 2025 Dow Jones & Company, Inc.

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Analyst Apoorv Sehgal says elevated global supply of grain and canola could keep a lid on GrainCorp's profit margins. UBS also thinks GrainCorp's valuation is fair when taking into account A$160 million-A$160 million of new capex. \"On the flip side, the stock should be supported by capital management,\" UBS says. That includes a A$75 million share buyback. UBS downgrades GrainCorp to neutral from buy and lowers its price target by 7.6% to A$7.95/share. GrainCorp is up 1.7% at A$7.70. 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Analyst Apoorv Sehgal says elevated global supply of grain and canola could keep a lid on GrainCorp's profit margins. UBS also thinks GrainCorp's valuation is fair when taking into account A$160 million-A$160 million of new capex. \"On the flip side, the stock should be supported by capital management,\" UBS says. That includes a A$75 million share buyback. UBS downgrades GrainCorp to neutral from buy and lowers its price target by 7.6% to A$7.95/share. GrainCorp is up 1.7% at A$7.70. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 03, 2025 20:31 ET (00:31 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7028","symbol_name":"食品分銷商","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2540852500","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2540852500","pubTimestamp":1748997060,"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":"0031 GMT - GrainCorp loses a bull in UBS despite official forecasts pointing to another strong crop in FY 2026. Analyst Apoorv Sehgal says elevated global supply of grain and canola could keep a lid on GrainCorp's profit margins. UBS also thinks GrainCorp's valuation is fair when taking into account A$160 million-A$160 million of new capex. \"On the flip side, the stock should be supported by capital management,\" UBS says. That includes a A$75 million share buyback. UBS downgrades GrainCorp to neutral from buy and lowers its price target by 7.6% to A$7.95/share. GrainCorp is up 1.7% at A$7.70. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7028":"食品分销商","GNC.AU":"GRAINCORP LTD-A","BK7505":"食品股"},"translate_title":"GrainCorp因利润率前景疲软而失去牛市——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GNC.AU":0.9},"content_text":"0031 GMT - GrainCorp loses a bull in UBS despite official forecasts pointing to another strong crop in FY 2026. Analyst Apoorv Sehgal says elevated global supply of grain and canola could keep a lid on GrainCorp's profit margins. UBS also thinks GrainCorp's valuation is fair when taking into account A$160 million-A$160 million of new capex. \"On the flip side, the stock should be supported by capital management,\" UBS says. That includes a A$75 million share buyback. UBS downgrades GrainCorp to neutral from buy and lowers its price target by 7.6% to A$7.95/share. GrainCorp is up 1.7% at A$7.70. (david.winning@wsj.com; @dwinningWSJ) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  June 03, 2025 20:31 ET (00:31 GMT)\n\n\n  Copyright (c) 2025 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":"","news_rank":0,"symbols":[],"gpt_button":0,"code":"91000000","status":"200"}}}