GrainCorp Retains Medium-Term Appeal -- Market Talk

Dow Jones

May 15

2259 GMT [Dow Jones]--GrainCorp's bull at Jefferies is prepared to look through the grain handler's near-term challenges. GrainCorp's 1H revenue beat was accompanied by evidence of a margin squeeze caused by an oversupply of grain. That left 1H earnings broadly in line with forecasts. It also points to a softer-than-expected 2H and FY 2027, says analyst John Campbell. Still, he highlights the medium-term appeal of GrainCorp's stock, noting management had reaffirmed guidance and farm-input disruptions from the Middle East conflict look to have stabilized. Other attractions include GrainCorp's active share buyback program. Jefferies retains a buy call on GrainCorp, while cutting its FY 2026-2028 EPS forecasts by 9-18%. Its price target falls 3.8% to A$7.50/share. GrainCorp ended Thursday at A$5.38. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

May 14, 2026 19:01 ET (23:01 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.0a0bd8dc.png","ogUrl":"https://www.etasphere.com/news/2635472236"},"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:\"2635472236\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2635472236?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-05-15 07:01","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2635472236","market":"us","top_or_hot":-1,"title":"GrainCorp Retains Medium-Term Appeal -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  2259 GMT [Dow Jones]--GrainCorp's bull at Jefferies is prepared to look through the grain handler's near-term challenges. GrainCorp's 1H revenue beat was accompanied by evidence of a margin squeeze caused by an oversupply of grain. That left 1H earnings broadly in line with forecasts. It also points to a softer-than-expected 2H and FY 2027, says analyst John Campbell. Still, he highlights the medium-term appeal of GrainCorp's stock, noting management had reaffirmed guidance and farm-input disruptions from the Middle East conflict look to have stabilized. Other attractions include GrainCorp's active share buyback program. Jefferies retains a buy call on GrainCorp, while cutting its FY 2026-2028 EPS forecasts by 9-18%. Its price target falls 3.8% to A$7.50/share. GrainCorp ended Thursday at A$5.38. (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  May 14, 2026 19:01 ET (23:01 GMT)\n</p>\n<p>\n  Copyright (c) 2026 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 Retains Medium-Term Appeal -- 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 Retains Medium-Term Appeal -- 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\">2026-05-15 07:01</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  2259 GMT [Dow Jones]--GrainCorp's bull at Jefferies is prepared to look through the grain handler's near-term challenges. GrainCorp's 1H revenue beat was accompanied by evidence of a margin squeeze caused by an oversupply of grain. That left 1H earnings broadly in line with forecasts. It also points to a softer-than-expected 2H and FY 2027, says analyst John Campbell. Still, he highlights the medium-term appeal of GrainCorp's stock, noting management had reaffirmed guidance and farm-input disruptions from the Middle East conflict look to have stabilized. Other attractions include GrainCorp's active share buyback program. Jefferies retains a buy call on GrainCorp, while cutting its FY 2026-2028 EPS forecasts by 9-18%. Its price target falls 3.8% to A$7.50/share. GrainCorp ended Thursday at A$5.38. (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  May 14, 2026 19:01 ET (23:01 GMT)\n</p>\n<p>\n  Copyright (c) 2026 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":"BK7505","symbol_name":"食品股","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2635472236","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2635472236","pubTimestamp":1778799660,"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":"2259 GMT [Dow Jones]--GrainCorp's bull at Jefferies is prepared to look through the grain handler's near-term challenges. GrainCorp's 1H revenue beat was accompanied by evidence of a margin squeeze caused by an oversupply of grain. That left 1H earnings broadly in line with forecasts. It also points to a softer-than-expected 2H and FY 2027, says analyst John Campbell. Still, he highlights the medium-term appeal of GrainCorp's stock, noting management had reaffirmed guidance and farm-input disruptions from the Middle East conflict look to have stabilized. Other attractions include GrainCorp's active share buyback program. Jefferies retains a buy call on GrainCorp, while cutting its FY 2026-2028 EPS forecasts by 9-18%. Its price target falls 3.8% to A$7.50/share. GrainCorp ended Thursday at A$5.38. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7505":"食品股","GNC.AU":"GRAINCORP LTD-A","BK7117":"农产品","BK7028":"食品分销商"},"translate_title":"GrainCorp保留中期吸引力——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GNC.AU":0.9},"content_text":"2259 GMT [Dow Jones]--GrainCorp's bull at Jefferies is prepared to look through the grain handler's near-term challenges. GrainCorp's 1H revenue beat was accompanied by evidence of a margin squeeze caused by an oversupply of grain. That left 1H earnings broadly in line with forecasts. It also points to a softer-than-expected 2H and FY 2027, says analyst John Campbell. Still, he highlights the medium-term appeal of GrainCorp's stock, noting management had reaffirmed guidance and farm-input disruptions from the Middle East conflict look to have stabilized. Other attractions include GrainCorp's active share buyback program. Jefferies retains a buy call on GrainCorp, while cutting its FY 2026-2028 EPS forecasts by 9-18%. Its price target falls 3.8% to A$7.50/share. GrainCorp ended Thursday at A$5.38. (david.winning@wsj.com; @dwinningWSJ) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  May 14, 2026 19:01 ET (23:01 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}