Noble: shortterm downtrend ends
09
November
Noble Group Ltd: Best proxy to economic recovery
Summary: Noble Group Ltd (Noble) has recently strengthened its balance sheet via an equity placement and a separate non-convertible bond issue, raising net proceeds of over US$1.4b. The group’s enhanced capitalisation not only equips it with financial flexibility for acquisitions, it also ensures sufficient working capital in the event of a surge in commodities prices. Furthermore, the bond issue effectively extends the group’s debt maturity profile. We expect commodities to be key beneficiaries of an economic recovery and highlight Noble as our preferred pick within this sector by virtue of its diverse exposure to hard and soft commodities, coupled with a strong balance sheet and proven execution. We maintain our BUYrating on the stock and raise our fair value estimate to S$3.14 (from S$2.67) based on 17x FY10F PER. (Lee Wen Ching)
1. Elizabeth | November 9th, 2009 at 4:17 pm
Gd call on Noble. Congrats. Hope to learn from u. Keep it up!!