Southeast Asia Demand Will Support Coal Exports Though Challenges Remain

Published
09 Feb 25
Updated
21 Aug 25
AnalystConsensusTarget's Fair Value
R114.95
17.5% undervalued intrinsic discount
21 Aug
R94.84
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1Y
-21.0%
7D
9.1%

Author's Valuation

R115.0

17.5% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on06 May 25
Fair value Decreased 4.84%

Shared on01 May 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Increased 0.28%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 12%

AnalystConsensusTarget has increased revenue growth from -1.4% to -2.4% and decreased future PE multiple from 15.6x to 13.3x.

Shared on02 Apr 25

AnalystConsensusTarget has decreased revenue growth from -2.3% to -1.4%.

Shared on26 Mar 25
Fair value Decreased 7.86%

AnalystConsensusTarget has decreased revenue growth from -3.2% to -2.3% and decreased profit margin from 6.7% to 5.9%.

Shared on19 Mar 25
Fair value Decreased 6.41%

AnalystConsensusTarget has decreased revenue growth from 0.9% to -3.2%, decreased profit margin from 7.6% to 6.7% and increased future PE multiple from 12.8x to 15.2x.

Shared on12 Mar 25
Fair value Increased 33%

AnalystConsensusTarget has increased revenue growth from 0.4% to 0.9%.