Tuesday, July 19, 2011

TDM (Stock code 2054)- shares price RM3.05

TDM = Plantation + Health Care = STABLE + SOLID BUSINESS.

Salient points:
1. Healthy balance sheet = net cash position.
2. Strong earning = EPS of 48 sen.
3. Potential acquisition for additional hospital to broader its health care unit and enhance futures earning.
4. NTA = RM3.34.


Target Price = RM3.60 - RM4.00 based on PER of 7x to 8x forward earning.

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