PVS [MARKET PERFORM -2.7%] - Awaiting E&P activities to ramp up in 2022 - Update
  • 2021-02-26T17:50:02
  • Company Research
We raise our target price by 22% as 1) we increase 2021-2025F earnings by 6% on average and 2) switch to a 100% DCF valuation vs 80:20 DCF:PER valuation as previously (page 7). However, we downgrade our rating from OUTPERFORM to MARKET PERFORM as PVS’s share price has increased by ~50% over the past three months.