The Bureau of Meteorology has moved to an ‘El Niño watch’, which means the likelihood of it this year is around double the average at 50%. Our analysis of past El Niño events demonstrates Elders, Graincorp, Nufarm, and RuralCo are the most susceptible to share price underperformance, and that Websters... Show More
In this 64-page sector report, Bell Potter Analyst Jonathan Snape identifies four major themes emerging within the agricultural sector, and provides an overview on 17 agricultural and Fast Moving Consumer Goods (FMCG) stocks under coverage. The major themes emerging include a maturing cattle price cycle; the likelihood of a more... Show More