CPU 4/6/2002--Accouch 83c Soc Generale 1.80 1.90 t I have some Alpha, with a stop loss at 1.80--for I don't discount what Accouch has stated for in my view that is possible>>ie a retreat to 83c---another view is Society Generale who stated when CPU was around 2.50 to 2.60>>>that in their opinion>>>that if you had CPU with a longer term investment perspective>>they felt a retreat to 1.80 1.90 on the short and then to the medium term after that they saw 3.30.
That was posted at Stockhouse (with a chart>>>deleted) fortunately I remebered.
J.P. Morgan under discounted cash flow analysis after the last profit guidance was released gave a valuation of 2.40.
Macquarie Equities did ascribe a valuation of around 3 dollars in their opinion.
J.P. Morgan state in their opinion a good corportate recovery is around 12 months away>>>myself I note that CPU with the acquisition of MM in South Africa may get a lot of business re commodity prices>>>and actually the same for Australia too.
Rising interest rates are good for CPU's margins.
Cheers,--BK.
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Price($) | Vol. | No. |
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No. | Vol. | Price($) |
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1 | 7 | 40.660 |
2 | 4165 | 40.630 |
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Price($) | Vol. | No. |
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