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
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Malayan Cement
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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"
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winston - Billionaire Boss
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41 posts
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