PTB [MARKET PERFORM -1.2%] - Fairly valued after strong share price rally - Update
  • 2021-08-12T16:06:03
  • Company Research
We downgrade our rating from BUY to MARKET PERFORM following a 30% surge in PTB’s share price over the past three months. Meanwhile, we keep our target price (TP) and our aggregate 2021F-2023F NPAT-MI forecasts almost unchanged. Our downward forecast revisions to the stone segment due to severe COVID-19 disruptions in Vietnam are offset by a better-than-expected performance in the wood segment.