REE [OUTPERFORM +19.2%] - Additional power capacity to fuel earnings growth - Update
  • 12 Apr 2024
  • Company Research
- We increase our target price (TP) for REE by 13% and maintain an OUTPERFORM rating. - Our higher TP is driven by a 10% increase in our aggregate 2024-2028F NPAT-MI projection (0%/-6%/+3%/+20%/+26% for 2024-28F, respectively – details on page 3). This is