REE [OUTPERFORM +16.4%] - Real estate sales, M&E earnings rebound to outweigh lower power earnings in 2024 - Update
  • 06 Feb 2024
  • Company Research
- We cut our target price (TP) for REE by 13% and downgrade from BUY to OUTPERFORM. - Our lower TP is driven by our 13% lower aggregate 2024-2028F NPAT-MI projection. This is mainly due to 21%/10% decreases in our aggregate 2024-2028F earnings forecasts f