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)

Copyright (c) 2025 Dow Jones & Company, Inc.

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

熱議股票

1
2
3
4
5
6
7
8
9
10

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hant/news/2509186684"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2509186684\",edition:\"fundamental\",,,undefined,":{"share":"https://ttm.financial/m/news/2509186684?lang=zh_TW&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-02-05 06:25","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2509186684","market":"sh","top_or_hot":-1,"title":"Brambles May Disappoint Some by Holding Guidance -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     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</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>","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>Brambles May Disappoint Some by Holding Guidance -- 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: 12.5px; color: #7E829C; margin: 0;}\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\">\nBrambles May Disappoint Some by Holding Guidance -- Market Talk\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\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 smaller\">2025-02-05 06:25</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     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</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</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7064","symbol_name":"綜合支持服務","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":1,"code":"91000000","status":"200"}}}