BMP [BUY +25.0%] - Input plastic price correction drives strong 2022F earnings - Update
  • 28 Jul 2022
  • Company Research
- We maintain our BUY rating for BMP and increase our target price by 5% due to 1) our 3% increase in aggregate 2022-2026F NPAT-MI on the back of BMP’s gross margin expansion amid the ongoing input plastic price correction and 2) BMP’s higher cash balance