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05 Jul 2023

Tempting, but too early

JMD Properties Inc (JMDP:NYSE), 0 | JMI Syringes & Medical Devices Ltd. (JMISMDL:DHA), 0 | JM Capital II Corp. (JCI.H:TSX), 0 | JMDC Inc. (4483:TKS), 0 | JMMB Group Ltd. (JMMBGL:JAM), 0 | JMD Ventures Ltd (511092:BOM), 0 | JMJ Fintech Limited (538834:BOM), 0 | JMG Corporation Limited (523712:BOM), 0 | JM Financial Limited (523405:BOM), 0 | JMS Co., Ltd. (7702:TKS), 0 | JMC Corp. (5704:TKS), 0 | JM Holdings Co., Ltd. (3539:TKS), 0 | JMACS Japan Co., Ltd. (5817:TKS), 0 | JM AB (JM:OME), 0 | JMT Co., Ltd. (094970:KRX), 0 | JMI Hospital Requisite Manufacturing Ltd (JHRML:DHA), 0 | JM-MULTI (254160:KON), 0 | JMT Network Services Public Co. Ltd. (JMT:BKK), 0 | JMicron Technology Corporation (4925:ROCO), 0 | JMC Electronics Co., Ltd. (6552:TAI), 0 | JMU Ltd (JMU:NYSE), 0

- ABGSC Construct. & Real Estate Research | Markus Henriksson | Fredrik Stensved
- 12 pages

Underlying EBIT revisions -0-2%. Expect a soft Q2 in terms of starts and sold units. Solid LT upside, ST headwinds remain.

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Tempting, but too early

JMD Properties Inc (JMDP:NYSE), 0 | JMI Syringes & Medical Devices Ltd. (JMISMDL:DHA), 0 | JM Capital II Corp. (JCI.H:TSX), 0 | JMDC Inc. (4483:TKS), 0 | JMMB Group Ltd. (JMMBGL:JAM), 0 | JMD Ventures Ltd (511092:BOM), 0 | JMJ Fintech Limited (538834:BOM), 0 | JMG Corporation Limited (523712:BOM), 0 | JM Financial Limited (523405:BOM), 0 | JMS Co., Ltd. (7702:TKS), 0 | JMC Corp. (5704:TKS), 0 | JM Holdings Co., Ltd. (3539:TKS), 0 | JMACS Japan Co., Ltd. (5817:TKS), 0 | JM AB (JM:OME), 0 | JMT Co., Ltd. (094970:KRX), 0 | JMI Hospital Requisite Manufacturing Ltd (JHRML:DHA), 0 | JM-MULTI (254160:KON), 0 | JMT Network Services Public Co. Ltd. (JMT:BKK), 0 | JMicron Technology Corporation (4925:ROCO), 0 | JMC Electronics Co., Ltd. (6552:TAI), 0 | JMU Ltd (JMU:NYSE), 0

Published: 05 Jul 2023
Author: ABGSC Construct. & Real Estate Research | Markus Henriksson | Fredrik Stensved
Pages: 12

Underlying EBIT revisions -0-2%. Expect a soft Q2 in terms of starts and sold units. Solid LT upside, ST headwinds remain.

More Content

More Content

Hit to confidence

Companies: JM (JM:STO)JM AB (JM:OME)

Non-recs and weak underlying margin

Companies: JMDP JSMD JCI/H JMDVL MNKE JMGC JM 7702 5704 4483 3539 5817 JMMBGL 094970 JM JHRML 254160 JMT 4925 6552 JMU

Underlying weakness

Companies: JM (JM:STO)JM AB (JM:OME)

Higher costs filtering through

Companies: JMDP JSMD JCI/H JMDVL MNKE JMGC JM 7702 5704 4483 3539 5817 JMMBGL 094970 JM JHRML 254160 JMT 4925 6552 JMU

Market to improve ahead

Companies: JM (JM:STO)JM AB (JM:OME)

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