TLG [BUY +23.7%] - Growth to normalize; low plastic prices to support margins - Update
  • 28 Nov 2022
  • Company Research
- We reiterate our BUY rating for TLG. However, we cut our target price by 10% as we increase our WACC assumption from 11.1% to 11.9% and trim our aggregate 2022F-2026F NPAT by 2% due to our lower sales volume assumptions. - We forecast revenue to rise 7%