GrainCorp Oversold Following Annual Earnings Result -- Market Talk

Dow Jones

Nov 17, 2025

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)

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One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/2584699919"},"companyName":"Tiger Brokers"},"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=en_US&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: 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 Oversold Following Annual Earnings Result -- 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\">2025-11-17 06:54</p>\n</div>\n\n</div>\n\n\n</h4>\n\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\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7028","symbol_name":"食品分销商","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"}}}