Consensus Upgrades Could be Coming for GrainCorp

Dow Jones

Sep 02

2351 GMT - The latest crop report by Australian government forecaster Abares is positive and likely to lead to consensus upgrades for GrainCorp, says Bell Potter. Abares raised its east-coast forecast by 2.8 million tons, or 12%. It cited improved conditions, especially in the southeast. Analyst Jonathan Snape highlights GrainCorp's margin backdrop. He says grain and oilseed crush margins look to be the strongest in three years. "To us this is key, as consensus FY27 expectations (which this crop estimate underwrites) looks to be carrying forward the margin environment of FY25-26, which was materially weaker," Bell Potter says. "This implies that there is both volume and margin upside potential within consensus FY27e expectations." Bell Potter raises its price target by 21% to A$7.15/share. GrainCorp was last A$6.26.

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 HK | Online Trading in stocks, bonds & ETFS","description":"Discover Tiger Brokers HK, an online trading platform for stocks&ETFs, options&futures, bonds and crypto. Open an account to enjoy low commission trading today!","keywords":"tiger trading,tiger security,tiger broker hk,tigers co ltd,tiger trade hk,tiger brokers hk,stock broker,securities broker,online brokerage,hong kong broker,hk broker,online stock trading,online trading platform,stock trading platforms,trading application,stock trading,stock trading hong kong,buying stocks in hong kong,tiger brokers","social":{"ogDescription":"Discover Tiger Brokers HK, an online trading platform for stocks&ETFs, options&futures, bonds and crypto. Open an account to enjoy low commission trading today!","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.0a0bd8dc.png","ogUrl":"https://www.atigrnest.com/news/2664862822"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"HKG","license":"TBHK","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2664862822\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2664862822?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-09-02 07:51","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2664862822","market":"nz","top_or_hot":-1,"title":"Consensus Upgrades Could be Coming for GrainCorp","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>2351 GMT - The latest crop report by Australian government forecaster Abares is positive and likely to lead to consensus upgrades for GrainCorp, says Bell Potter. Abares raised its east-coast forecast by 2.8 million tons, or 12%. It cited improved conditions, especially in the southeast. Analyst Jonathan Snape highlights GrainCorp's margin backdrop. He says grain and oilseed crush margins look to be the strongest in three years. \"To us this is key, as consensus FY27 expectations (which this crop estimate underwrites) looks to be carrying forward the margin environment of FY25-26, which was materially weaker,\" Bell Potter says. \"This implies that there is both volume and margin upside potential within consensus FY27e expectations.\" Bell Potter raises its price target by 21% to A$7.15/share. GrainCorp was last A$6.26.</p>\n<pre style=\"white-space: pre\">\n \n</pre>\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>Consensus Upgrades Could be Coming for GrainCorp</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\">\nConsensus Upgrades Could be Coming for GrainCorp\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\">2026-09-02 07:51</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>2351 GMT - The latest crop report by Australian government forecaster Abares is positive and likely to lead to consensus upgrades for GrainCorp, says Bell Potter. Abares raised its east-coast forecast by 2.8 million tons, or 12%. It cited improved conditions, especially in the southeast. Analyst Jonathan Snape highlights GrainCorp's margin backdrop. He says grain and oilseed crush margins look to be the strongest in three years. \"To us this is key, as consensus FY27 expectations (which this crop estimate underwrites) looks to be carrying forward the margin environment of FY25-26, which was materially weaker,\" Bell Potter says. \"This implies that there is both volume and margin upside potential within consensus FY27e expectations.\" Bell Potter raises its price target by 21% to A$7.15/share. GrainCorp was last A$6.26.</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"GNC.AU","symbol_name":"GRAINCORP LTD-A","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2664862822","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2664862822","pubTimestamp":1788306660,"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":"2351 GMT - The latest crop report by Australian government forecaster Abares is positive and likely to lead to consensus upgrades for GrainCorp, says Bell Potter. Abares raised its east-coast forecast by 2.8 million tons, or 12%. It cited improved conditions, especially in the southeast. Analyst Jonathan Snape highlights GrainCorp's margin backdrop. He says grain and oilseed crush margins look to be the strongest in three years. \"To us this is key, as consensus FY27 expectations  looks to be carrying forward the margin environment of FY25-26, which was materially weaker,\" Bell Potter says. \"This implies that there is both volume and margin upside potential within consensus FY27e expectations.\" Bell Potter raises its price target by 21% to A$7.15/share. GrainCorp was last A$6.26.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"GNC.AU":"GRAINCORP LTD-A","BK7028":"食品分销商","BK7117":"农产品","BK7505":"食品股"},"translate_title":"GrainCorp 的共识可能会升级","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GNC.AU":0.9},"content_text":"2351 GMT - The latest crop report by Australian government forecaster Abares is positive and likely to lead to consensus upgrades for GrainCorp, says Bell Potter. Abares raised its east-coast forecast by 2.8 million tons, or 12%. It cited improved conditions, especially in the southeast. Analyst Jonathan Snape highlights GrainCorp's margin backdrop. He says grain and oilseed crush margins look to be the strongest in three years. \"To us this is key, as consensus FY27 expectations (which this crop estimate underwrites) looks to be carrying forward the margin environment of FY25-26, which was materially weaker,\" Bell Potter says. \"This implies that there is both volume and margin upside potential within consensus FY27e expectations.\" Bell Potter raises its price target by 21% to A$7.15/share. GrainCorp was last A$6.26.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}