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Aug 31 2021, 06:45 IST/BST
Kingspan Group
Model update: another big increase to current year earnings forecasts
- Sectors : Building products
- Companies : Kingspan Group
DAVY VIEW
Kingspan continues to marry near-term delivery with a sharp focus on the longer-term opportunity. Both combine to justify the group’s valuation, and we remain excited about Kingspan’s potential as well as the ability to execute on it. Yet another chunky earnings upgrade sustains earnings momentum, while the megatrends and tailwinds that represent the structural opportunity are, if anything, only amplifying.
