PTB [BUY +20.7%] - US primary home sales and restocking to boost earnings - Update
  • 25 Aug 2023
  • Company Research
- We maintain our BUY rating for PTB and raise our target price by 22%. We increase our 2023/24F core NPAT-MI (excluding property) by 3%/6% (2025F is unchanged) due to higher forecast stone GPMs, which are partly offset by lower stone revenue projections.