GrainCorp Oversold Following Annual Earnings Result -- Market Talk

Dow Jones

2025/11/17

2254 GMT - Investors have scythed down GrainCorp's stock price too far following its annual earnings result, suggests Morgans. "While it can be argued that the FY 2025 profit-and-loss result was lower quality due to one-offs, operating cashflow was materially stronger than expected, underpinning GrainCorp's strong core cash position," analyst Belinda Moore says. Consensus estimates for FY 2026 were likely too high ahead of the result. Morgans thinks it may take time for confidence in GrainCorp's earnings leverage to favorable cropping conditions to return, given grain trading has been a headwind. Still, the bank believes "the stock has been oversold trading on an FY 2026 enterprise value-to-Ebitda multiple of only 6.7x." So, it retains an accumulate call on GrainCorp. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

November 16, 2025 17:54 ET (22:54 GMT)

應版權方要求，你需要登入查看該內容

登入 / 註冊

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

熱議股票

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","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":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","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/hant/news/2584699919"},"companyName":"老虎證券"},"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:\"2584699919\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2584699919?lang=zh_TW&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-11-17 06:54","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2584699919","market":"other","top_or_hot":-1,"title":"GrainCorp Oversold Following Annual Earnings Result -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     2254 GMT - Investors have scythed down GrainCorp's stock price too far following its annual earnings result, suggests Morgans. \"While it can be argued that the FY 2025 profit-and-loss result was lower quality due to one-offs, operating cashflow was materially stronger than expected, underpinning GrainCorp's strong core cash position,\" analyst Belinda Moore says. Consensus estimates for FY 2026 were likely too high ahead of the result. Morgans thinks it may take time for confidence in GrainCorp's earnings leverage to favorable cropping conditions to return, given grain trading has been a headwind. Still, the bank believes \"the stock has been oversold trading on an FY 2026 enterprise value-to-Ebitda multiple of only 6.7x.\" So, it retains an accumulate call on GrainCorp. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 16, 2025 17:54 ET (22:54 GMT)\n</p>\n<p>\n  Copyright (c) 2025 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 Oversold Following Annual Earnings Result -- 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: 12.5px; color: #7E829C; margin: 0;}\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 Oversold Following Annual Earnings Result -- Market Talk\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\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 smaller\">2025-11-17 06:54</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     2254 GMT - Investors have scythed down GrainCorp's stock price too far following its annual earnings result, suggests Morgans. \"While it can be argued that the FY 2025 profit-and-loss result was lower quality due to one-offs, operating cashflow was materially stronger than expected, underpinning GrainCorp's strong core cash position,\" analyst Belinda Moore says. Consensus estimates for FY 2026 were likely too high ahead of the result. Morgans thinks it may take time for confidence in GrainCorp's earnings leverage to favorable cropping conditions to return, given grain trading has been a headwind. Still, the bank believes \"the stock has been oversold trading on an FY 2026 enterprise value-to-Ebitda multiple of only 6.7x.\" So, it retains an accumulate call on GrainCorp. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 16, 2025 17:54 ET (22:54 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":"2584699919","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2584699919","pubTimestamp":1763333640,"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":"2254 GMT - Investors have scythed down GrainCorp's stock price too far following its annual earnings result, suggests Morgans. \"While it can be argued that the FY 2025 profit-and-loss result was lower quality due to one-offs, operating cashflow was materially stronger than expected, underpinning GrainCorp's strong core cash position,\" analyst Belinda Moore says. Consensus estimates for FY 2026 were likely too high ahead of the result. Morgans thinks it may take time for confidence in GrainCorp's earnings leverage to favorable cropping conditions to return, given grain trading has been a headwind. Still, the bank believes \"the stock has been oversold trading on an FY 2026 enterprise value-to-Ebitda multiple of only 6.7x.\" So, it retains an accumulate call on GrainCorp. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7028":"食品分销商","BK7505":"食品股","GNC.AU":"GRAINCORP LTD-A"},"translate_title":"GrainCorp在年度盈利结果公布后超卖——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GNC.AU":0.9},"content_text":"2254 GMT - Investors have scythed down GrainCorp's stock price too far following its annual earnings result, suggests Morgans. \"While it can be argued that the FY 2025 profit-and-loss result was lower quality due to one-offs, operating cashflow was materially stronger than expected, underpinning GrainCorp's strong core cash position,\" analyst Belinda Moore says. Consensus estimates for FY 2026 were likely too high ahead of the result. Morgans thinks it may take time for confidence in GrainCorp's earnings leverage to favorable cropping conditions to return, given grain trading has been a headwind. Still, the bank believes \"the stock has been oversold trading on an FY 2026 enterprise value-to-Ebitda multiple of only 6.7x.\" So, it retains an accumulate call on GrainCorp. (david.winning@wsj.com; @dwinningWSJ) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  November 16, 2025 17:54 ET (22:54 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":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}