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ANALYST REPORT

Kumho Petrochemical : Growth intact
No. 136 등록일:2011.03.29         출처:RBS증권 첨부파일 RBS증권(110329).pdf PDF 다운로드

Share price correction alongside natural rubber price declines offer an attractive buying opportunity, in our view, as we believe Kumho's operations are not affected due to the wide price gap between synthetic and natural rubbers. Solid quarterly earnings should ease concerns. We raise our TP to \192,000; Buy.

▶ We raise 2011 and 2012 EPS by 17% and 13% and our target price to \192,000

▶ Kumho P&B: Beneficiary of strong phenol chain demand

▶ Concern over falling natural rubber price overblown

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