not vested
Factoring in full ICPS dilution
We assume full ICPS dilution in our model, which reduces FY27-29F EPS by 25% p.a.
ASP remains firm while expected cost pressures have yet to materialise.
Reiterate Add with a lower TP of RM8.00.
Source: CGS
https://rfs.cgsi.com/api/download?file= ... 916485F9C0
|
|
Malayan Cement
41 posts
• Page 5 of 5 • 1, 2, 3, 4, 5
Re: Malayan Cement
by winston » Wed Sep 16, 2026 9:42 am
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
-
winston - Billionaire Boss
- Posts: 115617
- Joined: Wed May 07, 2008 9:28 am
41 posts
• Page 5 of 5 • 1, 2, 3, 4, 5
Who is online
Users browsing this forum: No registered users and 16 guests