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Bunge Global

AGRI/FOOD · NYSE

◆ THESIS
  • Global agribusiness. Grain trading profits from volatility. Up 37% YTD, 62% over 52 weeks. Strong Buy consensus.

  • Bunge. Ukrainian and Russian grain disruption restructured global oilseed/grain trading. Romania and Poland now key handling hubs — Bunge's logistics footprint there is a structural advantage that compounds over years not quarters.

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