QNS [OUTPERFORM +17.5%] - Poor investability and gloomy sugar segment drive de-rating - Update
  • 07 Dec 2017
  • Company Research
We downgrade QNS to OUTPERFORM as we apply a 20% investability discount to our SoTP valuation given that QNS’s corporate access/information disclosure remain extremely limited. We believe QNS is undervalued at 2017F PER of 11.3x with branded soymilk contr