IMPC is an Indonesian building material manufacturer that could generate 30% NPAT growth in 2022 and 20% sales growth for the next three years. Sales of projects (30% of sales) and international operations have declined during the pandemic but are expected to recover post pandemic. Retail market (70% sales) should grow 20% on a sustainable basis. IMPC has passed on the raw material cost hikes by raising ASP by 20-30%. Based on 2022 net income guidance of Rp300b, IMPC trades at 36.2x 2022F PE.
GREATER CHINA Update Haidilao International (6862 HK/HOLD/HK$22.05/Target: HK24.10): Poised for incremental improvement. INDONESIA Small/Mid Cap Highlights Impack Pratama Industri (IMPC IJ/NOT RATED/Rp2,250): High-growth building material manufacturer. MALAYSIA Sector Property: Positivity on strong sales and earnings momentum largely priced in amid lack of catalyst and potential headwinds towards 2022. Results KLCCP Stapled Group (KLCCSS MK/BUY/RM6.75/Target: RM7.60): 3Q21: Results largely wit...
A director at Impact Coatings AB maiden bought 25,000 shares at 15.902SEK and the significance rating of the trade was 69/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two y...
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.