CLSA (KZ) - CONSUMER: Merlissa does

CLSA (KZ)

- CONSUMER: Merlissa does a sector outlook for the rest of the yr. 1Q results
shows further sales growth slowdown, preferring promotional activities vs ad
spend. Will see some recovery in 2H but more due to low base impact with job
creation more impactful in 2016 as govt infra projects kick in. Prefers
companies with pricing power & strong balance sheets. Top pick ICBP,
upgrading Co while downgrading MYOR & GGRM. Rolls forward TP to mid 2016.
Summary of changes:
ICBP: upgrade to BUY TP 16.5k from OPF TP 15.5k
INDF: reiterate BUY, TP cut to 8500 from 9500
MYOR: downgrade to OPF TP 30k from BUY TP 35k
GGRM: downgrade to OPF TP 54k from BUY TP 72k
ACES: reiterate OPF but cut TP to 800 from 950
MAPI: reiterate OPF TP 6200
KLBF: reiterate UPF but raised TP to 2000 from 1950

0/5000

Dari: -

Ke: -

Hasil (Bahasa Indonesia) 1: [Salinan]

Disalin!

CLSA (KZ) - CONSUMER: Merlissa does a sector outlook for the rest of the yr. 1Q results shows further sales growth slowdown, preferring promotional activities vs ad spend. Will see some recovery in 2H but more due to low base impact with job creation more impactful in 2016 as govt infra projects kick in. Prefers companies with pricing power & strong balance sheets. Top pick ICBP, upgrading Co while downgrading MYOR & GGRM. Rolls forward TP to mid 2016. Summary of changes: ICBP: upgrade to BUY TP 16.5k from OPF TP 15.5k INDF: reiterate BUY, TP cut to 8500 from 9500 MYOR: downgrade to OPF TP 30k from BUY TP 35k GGRM: downgrade to OPF TP 54k from BUY TP 72k ACES: reiterate OPF but cut TP to 800 from 950 MAPI: reiterate OPF TP 6200 KLBF: reiterate UPF but raised TP to 2000 from 1950

Sedang diterjemahkan, harap tunggu..

Hasil (Bahasa Indonesia) 2:[Salinan]

Disalin!

CLSA (KZ) - KONSUMEN: Merlissa melakukan prospek sektor untuk sisa tahun ini. Hasil 1Q menunjukkan perlambatan lebih lanjut pertumbuhan penjualan, lebih memilih kegiatan promosi vs iklan belanja. Akan melihat beberapa pemulihan di 2H tetapi lebih karena dampak basis rendah dengan pekerjaan penciptaan lebih berdampak pada tahun 2016 sebagai proyek infra pemerintah menendang. Lebih menyukai perusahaan dengan harga listrik & neraca yang kuat. Top memilih ICBP, upgrade Co sementara merendahkan MYOR & GGRM. Rolls maju TP hingga pertengahan 2016. Ringkasan perubahan: ICBP: upgrade ke MEMBELI TP 16.5k dari OPF TP 15.5k INDF: mengulangi BUY, TP dipotong untuk 8500 dari 9500 MYOR: downgrade ke OPF TP 30k dari BUY TP 35k GGRM: downgrade ke OPF TP 54k dari BUY TP 72K ACES: mengulangi OPF tapi dipotong TP 800 dari 950 MAPI: mengulangi OPF TP 6200 KLBF: mengulangi UPF namun dibesarkan TP hingga 2000 dari 1950

Sedang diterjemahkan, harap tunggu..

Hasil (Bahasa Indonesia) 3:[Salinan]

Disalin!

Sedang diterjemahkan, harap tunggu..

Bahasa lainnya

Dukungan alat penerjemahan: Afrikans, Albania, Amhara, Arab, Armenia, Azerbaijan, Bahasa Indonesia, Basque, Belanda, Belarussia, Bengali, Bosnia, Bulgaria, Burma, Cebuano, Ceko, Chichewa, China, Cina Tradisional, Denmark, Deteksi bahasa, Esperanto, Estonia, Farsi, Finlandia, Frisia, Gaelig, Gaelik Skotlandia, Galisia, Georgia, Gujarati, Hausa, Hawaii, Hindi, Hmong, Ibrani, Igbo, Inggris, Islan, Italia, Jawa, Jepang, Jerman, Kannada, Katala, Kazak, Khmer, Kinyarwanda, Kirghiz, Klingon, Korea, Korsika, Kreol Haiti, Kroat, Kurdi, Laos, Latin, Latvia, Lituania, Luksemburg, Magyar, Makedonia, Malagasi, Malayalam, Malta, Maori, Marathi, Melayu, Mongol, Nepal, Norsk, Odia (Oriya), Pashto, Polandia, Portugis, Prancis, Punjabi, Rumania, Rusia, Samoa, Serb, Sesotho, Shona, Sindhi, Sinhala, Slovakia, Slovenia, Somali, Spanyol, Sunda, Swahili, Swensk, Tagalog, Tajik, Tamil, Tatar, Telugu, Thai, Turki, Turkmen, Ukraina, Urdu, Uyghur, Uzbek, Vietnam, Wales, Xhosa, Yiddi, Yoruba, Yunani, Zulu, Bahasa terjemahan.