Samsung SDI(006400): Resuming growth
> 3Q06 OP margin expected to be posted at healthy level of 3.3%.
> 3Q06 sales and operating profit to come in at KRW1.7tn and KRW56.8bn respectively.
> The PDP division reaching BEP.
> The company to enter growth phase after two years of negative growth.
> OP margin to expand to 5% in FY07 from 3% in FY06.
> Revise up TP to KRW100,000(P/B 1.0x, EV/EBITDA 5.3x) and reiterate BUY. |
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