Bullish Case: BG benefits from a robust agribusiness sector, consistent growth driven by strategic acquisitions like Viterra, and increased demand for agricultural commodities. The upward trajectory in pricing volatility suggests confident market anticipation of positive earnings.


Bearish Case: Regulatory concerns over the Bunge-Viterra merger introduce uncertainty, potentially restricting growth. Rising global commodity prices may pressurize margins, while supply chain disruptions remain a significant risk.


Potential Outcomes:

1. Successful Bunge-Viterra merger integrates operations efficiently: 55%;

2. Heightened regulatory scrutiny slows or blocks merger: 30%;

3. Supply chain disruptions due to geopolitical tensions: 15%.


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April 30, 2024


Bunge Forecast

BG        Bunge
Price Forecast: BULLISH    Price Action: MEAN REVERTING (?)











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