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GMD [O-PF +13.6%] - Logistics growth offsets a temporary lull in port operations - Update

Company Research

15 Jun 2016

We maintain our TP as muted 4.3% Q1 revenue growth does not change our bullish long-term view on the company. We do lower our rating from BUY to OUTPERFORM though, as the shares have rallied 16% since our last update report. The shares are trading at a 12.7x ttm P/E, which is still relatively attractive given the growth potential from new port capacity and distribution centres.
Tags: GMD

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