Brambles May Disappoint Some by Holding Guidance -- Market Talk

Dow Jones

02/05

2224 GMT - Brambles may disappoint some investors by deciding against upgrading its annual guidance at its first-half result announcement, according to its bull at UBS. Analyst Andre Fromyhr writes in a note that the stronger U.S. dollar makes Brambles' free cashflow guidance more challenging than when it was announced. Even so, he expects the global pallet giant to maintain guidance. Fromyhr reckons that Brambles needs to consistently deliver US$800 million annual free cashflow without strong price growth or dropping capex before the stock rerates further. UBS lifts its target price 18% to A$22.50 and keeps a buy rating on the stock, which is at A$19.26 ahead of the open. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

February 04, 2025 17:25 ET (22:25 GMT)

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Analyst Andre Fromyhr writes in a note that the stronger U.S. dollar makes Brambles' free cashflow guidance more challenging than when it was announced. Even so, he expects the global pallet giant to maintain guidance. Fromyhr reckons that Brambles needs to consistently deliver US$800 million annual free cashflow without strong price growth or dropping capex before the stock rerates further. UBS lifts its target price 18% to A$22.50 and keeps a buy rating on the stock, which is at A$19.26 ahead of the open. 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(stuart.condie@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 04, 2025 17:25 ET (22:25 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":"BK7064","symbol_name":"综合支持服务","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2509186684","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2509186684","pubTimestamp":1738707900,"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":"2224 GMT - Brambles may disappoint some investors by deciding against upgrading its annual guidance at its first-half result announcement, according to its bull at UBS. Analyst Andre Fromyhr writes in a note that the stronger U.S. dollar makes Brambles' free cashflow guidance more challenging than when it was announced. Even so, he expects the global pallet giant to maintain guidance. Fromyhr reckons that Brambles needs to consistently deliver US$800 million annual free cashflow without strong price growth or dropping capex before the stock rerates further. UBS lifts its target price 18% to A$22.50 and keeps a buy rating on the stock, which is at A$19.26 ahead of the open. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7064":"综合支持服务","BXB.AU":"BRAMBLES LTD"},"translate_title":"荆棘持有指引可能会让一些人失望——市场谈话","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BXB.AU":0.9},"content_text":"2224 GMT - Brambles may disappoint some investors by deciding against upgrading its annual guidance at its first-half result announcement, according to its bull at UBS. Analyst Andre Fromyhr writes in a note that the stronger U.S. dollar makes Brambles' free cashflow guidance more challenging than when it was announced. Even so, he expects the global pallet giant to maintain guidance. Fromyhr reckons that Brambles needs to consistently deliver US$800 million annual free cashflow without strong price growth or dropping capex before the stock rerates further. UBS lifts its target price 18% to A$22.50 and keeps a buy rating on the stock, which is at A$19.26 ahead of the open. (stuart.condie@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 04, 2025 17:25 ET (22:25 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"}}}