Brambles' Tech Could Deliver Valuation Step-Change -- Market Talk

Dow Jones

Aug 22, 2025

0049 GMT - Brambles' increased tracking capabilities could lift the pallet provider's valuation if the company can successfully execute on the strategy, Citi analyst Samuel Seow reckons. He tells clients in a note that the composition of Brambles' fiscal 2025 result was stronger than he had anticipated, and likes the company's confidence that it can deliver strong earnings leverage despite a tough macroeconomic backdrop. The stock's valuation looks elevated to Seow, but a further step change is possible given the efficiency and revenue gains that management anticipate from the so-called serialization program. Citi raises the stock's target price by 13% to A$26.75 and remains neutral. Shares are down 0.6% at A$26.14. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

August 21, 2025 20:49 ET (00:49 GMT)

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He tells clients in a note that the composition of Brambles' fiscal 2025 result was stronger than he had anticipated, and likes the company's confidence that it can deliver strong earnings leverage despite a tough macroeconomic backdrop. The stock's valuation looks elevated to Seow, but a further step change is possible given the efficiency and revenue gains that management anticipate from the so-called serialization program. Citi raises the stock's target price by 13% to A$26.75 and remains neutral. Shares are down 0.6% at A$26.14. 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He tells clients in a note that the composition of Brambles' fiscal 2025 result was stronger than he had anticipated, and likes the company's confidence that it can deliver strong earnings leverage despite a tough macroeconomic backdrop. The stock's valuation looks elevated to Seow, but a further step change is possible given the efficiency and revenue gains that management anticipate from the so-called serialization program. Citi raises the stock's target price by 13% to A$26.75 and remains neutral. Shares are down 0.6% at A$26.14. (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  August 21, 2025 20:49 ET (00:49 GMT)\n</p>\n<p>\n  Copyright (c) 2025 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":"BXB.AU","symbol_name":"BRAMBLES LTD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2561144852","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2561144852","pubTimestamp":1755823740,"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":"0049 GMT - Brambles' increased tracking capabilities could lift the pallet provider's valuation if the company can successfully execute on the strategy, Citi analyst Samuel Seow reckons. He tells clients in a note that the composition of Brambles' fiscal 2025 result was stronger than he had anticipated, and likes the company's confidence that it can deliver strong earnings leverage despite a tough macroeconomic backdrop. The stock's valuation looks elevated to Seow, but a further step change is possible given the efficiency and revenue gains that management anticipate from the so-called serialization program. Citi raises the stock's target price by 13% to A$26.75 and remains neutral. Shares are down 0.6% at A$26.14. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BXB.AU":"BRAMBLES LTD","BK7064":"综合支持服务"},"translate_title":"Brambles的技术可能会带来估值的重大变化——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BXB.AU":0.9},"content_text":"0049 GMT - Brambles' increased tracking capabilities could lift the pallet provider's valuation if the company can successfully execute on the strategy, Citi analyst Samuel Seow reckons. He tells clients in a note that the composition of Brambles' fiscal 2025 result was stronger than he had anticipated, and likes the company's confidence that it can deliver strong earnings leverage despite a tough macroeconomic backdrop. The stock's valuation looks elevated to Seow, but a further step change is possible given the efficiency and revenue gains that management anticipate from the so-called serialization program. Citi raises the stock's target price by 13% to A$26.75 and remains neutral. Shares are down 0.6% at A$26.14. (stuart.condie@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  August 21, 2025 20:49 ET (00:49 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,"need_auth":true,"code":"91000000","status":"200"}}}