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Feb 10 2022, 06:45 GMT
There has been a disconnect recently between the Kingspan equity and operating performance and prospects. Upcoming results for 2021 can help reframe the debate as well as provide a broader context for the recent commentary relating to the cladding crisis in the UK. We believe the recent correction is overdone with the stock capable of replicating last year, with results day an initial platform for a sustained rebound.