Monday, February 27, 2012

KLCC Property: Maintain Buy - Deep-value property play

Maintain Buy. KLCCP's 9M11 core net profit of c.RM209m was largely in line (+6% YoY). We tweak our 2012-13 earnings forecasts by 2.5-3% post actual 2011 results. Our target price is raised to RM4.35 based on an unchanged 15% discount to RNAV. We continue to like KLCCP for its: 1) deep-value valuations,2) relatively low rental/debt risks, and 3) strong PETRONAS parentage.

Maybank Research 27 Feb 2012

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