Latest news with #Bunge
Gulf Today
13-07-2025
- Business
- Gulf Today
UN's meeting participants urge more control over grain traders
Experts at the 9th UN Conference on Competition and Consumer Protection in Geneva focused on developing mechanisms for additional control over grain traders. The trend towards monopolisation of grain trade that exists in the global market today requires the BRICS countries to cooperate in the field of antitrust policy and antitrust legislation. Alexey Ivanov, Director of the BRICS Competition Law and Policy Centre at the Higher School of Economics, said at the 9th UN Conference on Competition and Consumer Protection in Geneva. 'Global companies from the food sector should receive the closest attention from antitrust authorities. We emphasise the importance of ensuring food security and nutrition and mitigating the impacts of acute food price volatility, as well as as abrupt supply crises, including fertilisers shortages. Under exceptional circumstances of supply shortages or acute food price spikes affecting a BRICS member, we recognise that cooperation initiatives can facilitate emergency responses and natural disaster management, guided by national priorities and consistent with the World Trade Organization rules. None of these measures should lead to unfair trade practices or violations of international trade norms, as their sole purpose is to support food security and nutrition, including through international solidarity,'Ivanov emphasised. 'A very telling event has recently taken place - the merger of two major grain traders, Bunge and Viterra. This merger was approved just last week by 31 competition authorities around the world. At the same time, no measures were proposed to limit the influence of these companies on the global value chain - the power that has a huge influence on the global market and the organization of grain trade,' Ivanov said. He noted that regulators in Brazil and China have already raised concerns, such as the issue of price shifting from global to national markets, but no commitments have been established to address these concerns. Anastasia Nesvetailova, Head, Macroeconomic and Development Policies Branch, UNCTAD, emphasised the growing influence of financialisation on global food markets. Of particular concern, she noted, is the dominance of the so-called ABCD group (ADM, Bunge, Cargill, and Louis Dreyfus) — which effectively controls global agricultural trading. Three of these companies do not disclose sufficient information, rendering the sector highly opaque and poorly regulated. According to Nesvetailova, 70% of transactions on US and European commodity markets today are speculative in nature and disconnected from the real economy. The financial power of commodity traders is increasing, as they evolve into non-bank financial institutions with systemic influence not only on commodity markets but also on global financial stability. Meanwhile, oversight of their operations remains fragmented and ineffective. 'The last time such practices had a systemically destructive impact was in 2007, when an expanding web of debt-driven financial obligations operated largely outside regulatory oversight, ultimately leading to the collapse of the banking system in the US and beyond. A similar scenario could unfold again — this time in the commodity trading sector,' warned Nesvetailova. Agencies
Forbes
09-07-2025
- Business
- Forbes
Down 30%, What's Next For BG Stock?
UKRAINE - 2021/05/04: In this Photo illustration a Bunge logo of Bunge Limited food company is seen ... More on a smartphone and a pc screen. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images) Bunge Global (NYSE: BG), a major player in agribusiness and food, has experienced a 32% decline in its stock over the last year, while the S&P 500 has increased by 12% during the same timeframe. The main cause: a significant drop in global crop prices. An oversupply of corn, soybeans, and wheat has driven commodity prices down to multi-year lows, squeezing margins throughout Bunge's core processing operations. In Q1 2025, Bunge revealed a 40% year-over-year decrease in adjusted earnings, leading to a downward adjustment in its full-year EPS prediction to $7.75. Even with efforts to diversify and expand through strategic initiatives like the Viterra merger, Bunge continues to be significantly susceptible to cyclical agricultural market fluctuations. Separately, see MSFT Stock to $1000? At the current price of $75, Bunge Global seems attractively priced, trading at a price-to-sales (P/S) ratio of merely 0.2 in comparison to 3.1 for the S&P 500, and a price-to-earnings (P/E) ratio of 9.5 against the broader market's 26.9. Nevertheless, low valuation multiples by themselves do not render a stock appealing. When evaluated across four essential dimensions: Growth, Profitability, Financial Stability, and Downturn Resilience, Bunge underperforms, indicating that the discounted valuation highlights deeper operational and structural shortcomings. That said, if you're looking for growth with lower volatility than individual stocks, the Trefis High Quality portfolio offers an alternative, having outperformed the S&P 500 and yielded returns exceeding 91% since its inception. How Have Bunge Global's Revenues Grown Over Recent Years? Bunge Global's Revenues have significantly dropped in recent years. • Bunge Global has experienced its top line decline at an average rate of 5.7% over the past 3 years (compared to an increase of 5.5% for S&P 500) • Its revenues have decreased 10.9% from $58 Bil to $51 Bil in the last 12 months (versus growth of 5.5% for S&P 500) • Additionally, its quarterly revenues reduced by 13.2% to $12 Bil in the most recent quarter from $13 Bil a year prior (as opposed to a 4.8% improvement for S&P 500) How Profitable Is Bunge Global? Bunge Global's profit margins are significantly below most companies in the Trefis coverage universe. • Bunge Global's Operating Income over the last four quarters was $1.4 Bil, representing a very poor Operating Margin of 2.7% • Bunge Global's Operating Cash Flow (OCF) during this time was $621 Mil, indicating a very poor OCF Margin of 1.2% (vs. 14.9% for S&P 500) • For the last four-quarter period, Bunge Global's Net Income was $1.1 Bil – reflecting a poor Net Income Margin of 2.1% (compared to 11.6% for S&P 500) Does Bunge Global Look Financially Stable? Bunge Global's balance sheet appears stable. • Bunge Global's Debt amount was $7.7 Bil at the conclusion of the most recent quarter, while its market capitalization is $10 Bil (as of 7/7/2025). This results in a poor Debt-to-Equity Ratio of 71.2% (versus 19.4% for S&P 500). [Note: A low Debt-to-Equity Ratio is desirable] • Cash (including cash equivalents) constitutes $3.9 Bil of the $27 Bil in Total Assets for Bunge Global. This results in a strong Cash-to-Assets Ratio of 14.6% How Resilient Is BG Stock During A Downturn? BG stock has performed significantly worse than the benchmark S&P 500 index during some recent downturns. Concerned about how a market crash could affect BG stock? Our dashboard How Low Can Stocks Go During A Market Crash illustrates how key stocks performed during and after the last six market crashes. • BG stock declined 35.4% from a peak of $126.76 on 18 April 2022 to $81.92 on 26 September 2022, compared to a peak-to-trough drop of 25.4% for the S&P 500 • The stock is still yet to regain its pre-Crisis peak • The highest price the stock has achieved since then is 115.98 on 7 August 2023 and it currently trades around $75 • BG stock dropped 47.8% from a peak of $57.94 on 3 January 2020 to $30.25 on 18 March 2020, versus a peak-to-trough decline of 33.9% for the S&P 500 • The stock fully returned to its pre-Crisis peak by 28 October 2020 • BG stock decreased 77.5% from a high of $133.00 on 14 January 2008 to $29.99 on 28 October 2008, compared to a peak-to-trough decline of 56.8% for the S&P 500 • The stock has yet to recover to its pre-Crisis peak Putting All The Pieces Together Despite a seemingly favorable valuation, BG stock appears fundamentally fragile in areas of growth, profitability, and resilience during downturns. Until there's proof of a shift in commodity prices or consistent improvement in operating performance, the stock remains a high-risk investment. While avoiding BG stock for now is advisable, you might consider the Trefis Reinforced Value (RV) Portfolio, which has surpassed its all-cap stocks benchmark (a combination of the S&P 500, S&P mid-cap, and Russell 2000 benchmark indices) to deliver strong returns for investors. Why is that? The quarterly rebalanced mix of large-, mid-, and small-cap RV Portfolio stocks offered a flexible way to capitalize on favorable market conditions while minimizing losses in declining markets, as described in RV Portfolio performance metrics.
Yahoo
09-07-2025
- Business
- Yahoo
Bunge Schedules Second Quarter 2025 Earnings Release and Conference Call
ST. LOUIS, July 09, 2025--(BUSINESS WIRE)--Bunge Global SA (NYSE: BG) will announce its results for the quarter ended June 30, 2025, on Wednesday, July 30, 2025, prior to the market opening. The Company's management will also host a conference call at 7 a.m. Central Time to discuss the results. A slide presentation to accompany the discussion will be posted at To access the webcast, go to "Events & Presentations" under "News & Events" in the "Investor Center" section of the company's website. Select "Q2 2025 Bunge Global SA Conference Call" and follow the prompts. Please go to the website at least 15 minutes prior to the call to register and download any necessary audio software. To listen to the call, please dial 1-844-735-3666. If you are located outside the United States or Canada, dial 1-412-317-5706. Please dial in five to 10 minutes before the scheduled start time. A call replay will be available later in the day on July 30, 2025, continuing through Aug. 27, 2025. To access it, please dial 1-877-344-7529 in the United States, 1-855-669-9658 in Canada, or 1-412-317-0088 in other locations. When prompted, enter confirmation code 9672348. About Bunge At Bunge (NYSE: BG), our purpose is to connect farmers to consumers to deliver essential food, feed and fuel to the world. As a premier agribusiness solutions provider, our team of ~37,000 dedicated employees partner with farmers across the globe to move agricultural commodities from where they're grown to where they're needed—in faster, smarter, and more efficient ways. We are a world leader in grain origination, storage, distribution, oilseed processing and refining, offering a broad portfolio of plant-based oils, fats, and proteins. We work alongside our customers at both ends of the value chain to deliver quality products and develop tailored, innovative solutions that address evolving consumer needs. With 200+ years of experience and presence in over 50 countries, we are committed to strengthening global food security, advancing sustainability, and helping communities prosper where we operate. Bunge has its registered office in Geneva, Switzerland and its corporate headquarters in St. Louis, Missouri. Learn more at Website Information We routinely post important information for investors on our website, in the "Investors" section. We may use this website as a means of disclosing material, non-public information and for complying with our disclosure obligations under Regulation FD. Accordingly, investors should monitor the Investors section of our website, in addition to following our press releases, SEC filings, public conference calls, presentations and webcasts. The information contained on, or that may be accessed through, our website is not incorporated by reference into, and is not a part of, this document. View source version on Contacts Media Contact:Bunge News BureauBunge636-292-3022news@ Investor Contact:Mark Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
08-07-2025
- Business
- Yahoo
Bunge Global (BG) Divests North America Dry Corn and Masa Milling Business
Bunge Global SA (NYSE:) is . On July 1, the company announced the sale of its North America dry corn and Corn masa milling business. The divestment came as the company strived to streamline operations ahead of its planned merger with Canadian grain handler Viterra. Chutima Chaochaiya/ The spinoff comprises businesses that make maize masa flour and dry-milled corn products, which are frequently used in tortillas, cereals, snack meals, and other consumer packaged goods. Additionally, the sale comes as Food manufacturers remain under pressure to optimize supply chains and adjust to changing customers. The sale also paves the way for Bunge to concentrate on its core oilseeds processing and plant-based oil business. Bunge has already confirmed the closing of its merger with Viterra, resulting in the creation of premier global agribusiness solutions focused on food feed and fuel. Bunge Global stands out as one of the best farming stocks as it connects farmers and consumers to deliver essential food, feed, and fuel. It is involved in various stages of the agricultural supply chain, including sourcing, storing, and distributing agricultural commodities and related products. Bunge has made public commitments to reduce greenhouse gas emissions, improve supply chain traceability, and support sustainable sourcing—key factors for investors focused on ESG and organic food trends. While we acknowledge the potential of BG as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 13 Best Blue Chip Stocks to Buy According to Analysts and 10 Most Undervalued Gold Stocks to Buy According To Analysts. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Reuters
08-07-2025
- Business
- Reuters
Bunge charters first Argentine soy meal cargo to China
BUENOS AIRES/BEIJING, July 7 (Reuters) - U.S. grains trading group Bunge (BG.N), opens new tab has chartered 30,000 metric tons of Argentine soybean meal cargo destined for China, data seen by Reuters on Monday showed, marking the first such soymeal cargo since Beijing approved Argentine imports in 2019. Argentina is the world's largest exporter of soybean meal. China, meanwhile, is the world's largest importer of soybeans, though does not typically buy soybean meal, rather it processes the beans itself to produce the meal it uses as animal feed. According to data from local maritime agency NABSA, Bunge will ship the soybean meal from the Terminal 6 facility it operates with Argentina's AGD in San Lorenzo, north of the farm hub city of Rosario, where the vessel NORDTAJO is expected to dock around July 16 to transport the cargo. Ship tracking data on LSEG Workspace shows the vessel currently positioned off the west coast of Africa on route to San Lorenzo. Bunge in Argentina did not respond to a request to comment. Reuters reported last month that several Chinese animal feed makers had signed a deal for a maiden soymeal shipment as China's animal feed industry looks to broaden its supply options to mitigate potential disruptions from the U.S.-China trade war. The shipment is seen as a test case for China, which currently imports hardly any soybean meal. If successful, it could potentially nudge open what has been a largely closed market. "It is a very important shipment that Bunge is making in July because it implies a real and effective opening of trade," Gustavo Idigoras, head of Argentina's CIARA-CEC chamber of oilseed and grains crushers and exporters, told Reuters. "This should allow for a permanent flow in the future," he said, adding that Argentine soymeal was "very competitive" in both quality and price compared to local Chinese production. Most of the soybeans China imports come from Brazil and the United States. Chinese buyers have been scooping up Brazilian soybeans and shunning U.S. exports due to high tariffs imposed amid an ongoing trade war between Beijing and Washington. In 2024, Argentina exported a total of 27.2 million tons of soybean meal, valued at $10.55 billion. Vietnam was the main destination for shipments, accounting for 15% of the total. China opened its market to Argentine soymeal in 2019 after years of resistance motivated by a desire to protect its domestic crushing industry. Despite the approval, no purchases of bulk cargoes of Argentine soymeal had been recorded until now, according to Chinese customs data.
