Published: Thursday August 9, 2012 MYT 9:03:00 AM
Maybank Research maintains Buy on Kossan, TP RM3.75
KUALA LUMPUR: Maybank Investment Bank Research is maintaining a Buy call on Kossan Rubber Industries and target price of RM3.75, which is at 10 times 2013 price-to-earnings ratio.
It said on Thursday that it had expected Q2, 2012 net profit of around RM24mil (up 10% on-quarter, up 15% on-year), in line with its expectations, lifting first half, 2012 net profit to RM46mil (up 5% on-year).
Similar to its peers, Kossan is a beneficiary of latex/NBR input costs and stronger US dollar:ringgit, but its share price has substantially underperformed its peers by 27% in the last three months.
“We continue to think that Kossan is a laggard and share price may gain traction upon the release of its positive 2Q12 results. Maintain forecasts, BUY and TP of RM3.75,” it said.
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