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Company Update � Jaya Tiasa (HOLD,
maintain)
- Plywood division doing well, but logs suffering After our recent talk with Jaya Tiasa management, we lift our FY16-18E core EPS by 2-3%, after incorporating higher plywood sales and ASPs. This is partially offset by lower log ASP and production levels. Thus, we fine-tune up our SOTP-based TP to RM1.54. Maintain HOLD.
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Other Calls
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For
important disclosures, please refer to the Disclosure section at the end of
the individual linked research reports. |
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