DPM [OUTPERFORM +13.1%] - Urea price rally to outweigh higher input costs in 2021 - Update
  • 12 May 2021
  • Company Research
We trim our target price by ~4% as we cut 2021F/2022F NPAT-MI by 8.2%/6.5% following our lower projected profit from the NH3-NPK plant despite a 50-bp reduction in our cost of equity. We upgrade our rating from MARKET PERFORM to OUTPERFORM as DPM’s share