€d_Modus Vivendi schreef op 11 mei 2017 09:51:
W, dit staat mij wel aan:
conclusion & action; as we have said Q1 is a small quarter for BAM in terms of results and as such the somewhat lower than expected pre tax profi of 5 mio does not say much
we are curious to see what van be done to get the relatively small BAM INT back on track
this does not change the investment case
we stick to our BUY rating with PT of euro 8, based on our sum of the part analyses