GDT [BUY +27.8%] - Withstanding customer destocking, VND strength vs CNY - Update
  • 09 Nov 2022
  • Company Research
- We maintain our BUY rating for GDT despite cutting our target price (TP) by 18%. Our lower TP is because we decrease our aggregate 2022F-2024F NPAT by 16% and increase our cost of equity by 1 ppt, which are partly offset by rolling our TP horizon from m