GrainCorp令人失望的年度盈利指引，在Bell Potter看来，很可能证明了这家澳大利亚公司的回报对全球谷物基本面状况的依赖程度。这家谷物处理商在给出2026财年息税折旧及摊销前利润（EBITDA）预计在2亿至2.4亿澳元之间的指引时，同时指出了全球供应过剩和竞争加剧的问题。这一指引远低于Bell Potter分析师Jonathan Snape预期的3.04亿澳元。
Snape在给客户的一份报告中指出，相对较高的澳大利亚谷物溢价正使得市场机会难以把握。Bell Potter将其目标股价下调11%，至6.80澳元，并维持对该股的“持有”评级。该股在开盘前报6.19澳元。
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