PowerPoint Presentation June 2020.pdf · Diff vs 2020E Base 2021E spot PE 2020E spot EBITDA 2020E...

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Transcript of PowerPoint Presentation June 2020.pdf · Diff vs 2020E Base 2021E spot PE 2020E spot EBITDA 2020E...

Page 1: PowerPoint Presentation June 2020.pdf · Diff vs 2020E Base 2021E spot PE 2020E spot EBITDA 2020E 2021E Diff Vs Sase 2020E 2021E spot EV,'EBITDA spot 2021E 2021E 2020E 2021E 29,513
Page 2: PowerPoint Presentation June 2020.pdf · Diff vs 2020E Base 2021E spot PE 2020E spot EBITDA 2020E 2021E Diff Vs Sase 2020E 2021E spot EV,'EBITDA spot 2021E 2021E 2020E 2021E 29,513
Page 3: PowerPoint Presentation June 2020.pdf · Diff vs 2020E Base 2021E spot PE 2020E spot EBITDA 2020E 2021E Diff Vs Sase 2020E 2021E spot EV,'EBITDA spot 2021E 2021E 2020E 2021E 29,513
Page 4: PowerPoint Presentation June 2020.pdf · Diff vs 2020E Base 2021E spot PE 2020E spot EBITDA 2020E 2021E Diff Vs Sase 2020E 2021E spot EV,'EBITDA spot 2021E 2021E 2020E 2021E 29,513
Page 5: PowerPoint Presentation June 2020.pdf · Diff vs 2020E Base 2021E spot PE 2020E spot EBITDA 2020E 2021E Diff Vs Sase 2020E 2021E spot EV,'EBITDA spot 2021E 2021E 2020E 2021E 29,513
Page 6: PowerPoint Presentation June 2020.pdf · Diff vs 2020E Base 2021E spot PE 2020E spot EBITDA 2020E 2021E Diff Vs Sase 2020E 2021E spot EV,'EBITDA spot 2021E 2021E 2020E 2021E 29,513
Page 7: PowerPoint Presentation June 2020.pdf · Diff vs 2020E Base 2021E spot PE 2020E spot EBITDA 2020E 2021E Diff Vs Sase 2020E 2021E spot EV,'EBITDA spot 2021E 2021E 2020E 2021E 29,513
Page 8: PowerPoint Presentation June 2020.pdf · Diff vs 2020E Base 2021E spot PE 2020E spot EBITDA 2020E 2021E Diff Vs Sase 2020E 2021E spot EV,'EBITDA spot 2021E 2021E 2020E 2021E 29,513
Page 9: PowerPoint Presentation June 2020.pdf · Diff vs 2020E Base 2021E spot PE 2020E spot EBITDA 2020E 2021E Diff Vs Sase 2020E 2021E spot EV,'EBITDA spot 2021E 2021E 2020E 2021E 29,513
Page 10: PowerPoint Presentation June 2020.pdf · Diff vs 2020E Base 2021E spot PE 2020E spot EBITDA 2020E 2021E Diff Vs Sase 2020E 2021E spot EV,'EBITDA spot 2021E 2021E 2020E 2021E 29,513
Page 11: PowerPoint Presentation June 2020.pdf · Diff vs 2020E Base 2021E spot PE 2020E spot EBITDA 2020E 2021E Diff Vs Sase 2020E 2021E spot EV,'EBITDA spot 2021E 2021E 2020E 2021E 29,513
Page 12: PowerPoint Presentation June 2020.pdf · Diff vs 2020E Base 2021E spot PE 2020E spot EBITDA 2020E 2021E Diff Vs Sase 2020E 2021E spot EV,'EBITDA spot 2021E 2021E 2020E 2021E 29,513

LME Aluminium price US$/t 1541

Premium US$/t 214

Estimated revenue US$/t 1755

Alumina US$/t -500

Gross profit US$/t 1255

NZDUSD 0.6412

Gross profit NZ$/t 1957

NZ other opex per tonne NZ$/t 776.7

Electricity NZ$/t 950.8

EBITDA/t 229.8

EBITDA spot NZ$m 75.8

Depreciation NZ$m -50

EBIT NZ$m 25.8

Page 13: PowerPoint Presentation June 2020.pdf · Diff vs 2020E Base 2021E spot PE 2020E spot EBITDA 2020E 2021E Diff Vs Sase 2020E 2021E spot EV,'EBITDA spot 2021E 2021E 2020E 2021E 29,513
Page 14: PowerPoint Presentation June 2020.pdf · Diff vs 2020E Base 2021E spot PE 2020E spot EBITDA 2020E 2021E Diff Vs Sase 2020E 2021E spot EV,'EBITDA spot 2021E 2021E 2020E 2021E 29,513

Country Date

China Unknown - July possible

Germany May 15 - June 15

South Korea 29 April

Italy 15 June

France 22 June

Spain May 25 - 8 June

UK 4 July (provisional)

US State by state - 'May-July

Movie Studio Release date Original release date

Soul Disney 19 June unchanged

Tenet Warner Brothers 19 June unchanged

Mulan Disney 24 July 27 March

Wonder Woman 2 Warner Brothers 14 August June 2020

Monster Hunter Sony 4 September unchanged

The King's Man 20th Century Fox 18 September unchanged

Without Remorse Paramount 18 September unchanged

Page 15: PowerPoint Presentation June 2020.pdf · Diff vs 2020E Base 2021E spot PE 2020E spot EBITDA 2020E 2021E Diff Vs Sase 2020E 2021E spot EV,'EBITDA spot 2021E 2021E 2020E 2021E 29,513

9,22/4,822019/11/07  · 0 5 10 15 20 25 2015A 2016A 2017A 2018E 2019E 2020E 2021E 2022E Casino Sport Övrigt 2004 2006 2005 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017

9,22/4,822019/11/07  · 0 5 10 15 20 25 2015A 2016A 2017A 2018E 2019E 2020E 2021E 2022E Casino Sport Övrigt 2004 2006 2005 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017

2019 2020e 2021e 2019e Industriel Le poids de l’expertise

2019 2020e 2021e 2019e Industriel Le poids de l’expertise

삼성전자 BUY(유지 · 2 삼성전자 DB Financial Investment 도표 1. 삼성전자 실적 추이 및 전망 (단위: 십억원) 2019 2020E 2021E 1Q20E 2Q20E 3Q20E 4Q20E 1Q21E

삼성전자 BUY(유지 · 2 삼성전자 DB Financial Investment 도표 1. 삼성전자 실적 추이 및 전망 (단위: 십억원) 2019 2020E 2021E 1Q20E 2Q20E 3Q20E 4Q20E 1Q21E

펄어비스 263750...펄어비스 (263750) Meritz Research 3 표4 실적 추정치조정내역 (단위:십억원, 원) 2019P 2020E 2021E 매출액 수정후 538.9 509.4 720.0 수정전

펄어비스 263750...펄어비스 (263750) Meritz Research 3 표4 실적 추정치조정내역 (단위:십억원, 원) 2019P 2020E 2021E 매출액 수정후 538.9 509.4 720.0 수정전

Grifal initiation 11 November 2019...Grifal 11 November 2019 2 Key Financials (EURm) 2018 2019E 2020E 2021E Revenues 19.63 22.44 27.18 33.13 EBITDA 2.21 2.97 3.79 5.00 EBIT 0.74 1.21

Grifal initiation 11 November 2019...Grifal 11 November 2019 2 Key Financials (EURm) 2018 2019E 2020E 2021E Revenues 19.63 22.44 27.18 33.13 EBITDA 2.21 2.97 3.79 5.00 EBIT 0.74 1.21

INTRODUCTION 1 - AC Transit · [13] Consolidated Budget (in US$ thousands) Budget Period Ending June 30 2013A 2014A 2015A 2016B 2017E 2018E 2019E 2020E 2021E Line Revenue 1 Operating

INTRODUCTION 1 - AC Transit · [13] Consolidated Budget (in US$ thousands) Budget Period Ending June 30 2013A 2014A 2015A 2016B 2017E 2018E 2019E 2020E 2021E Line Revenue 1 Operating

Key Financials (NOKm) 2019 2020 2021E 2022E 2023E

Key Financials (NOKm) 2019 2020 2021E 2022E 2023E

2021E/M Coding Changes: What Healthcare Professionals Need ...

2021E/M Coding Changes: What Healthcare Professionals Need ...

DOC. 06 - KPMG€¦ · Tabela 1 – Indicadores Macroeconômicos Fonte: Boletim Focus; Análise: GSA. Indicadores Macroeconômicos 2017E 2018E 2019E 2020E 2021E 2022E …

DOC. 06 - KPMG€¦ · Tabela 1 – Indicadores Macroeconômicos Fonte: Boletim Focus; Análise: GSA. Indicadores Macroeconômicos 2017E 2018E 2019E 2020E 2021E 2022E …

May 2018 Investor Meetings - Exelon...Exelon Utilities EPS* Growth of 6-8% to 2021 $1.80 $2.00 $1.60 $2.10 $0.00 $1.70 $2.20 $1.50 $1.90 $2.00 2021E $2.20 2020E $2.10 2018E 2019E $1.80

May 2018 Investor Meetings - Exelon...Exelon Utilities EPS* Growth of 6-8% to 2021 $1.80 $2.00 $1.60 $2.10 $0.00 $1.70 $2.20 $1.50 $1.90 $2.00 2021E $2.20 2020E $2.10 2018E 2019E $1.80

combine brochure 2020e - Parivaar

combine brochure 2020e - Parivaar

CPF (CPF TB) บมจ. เจริญโภคภณัฑ์อาหาร...BUY T-BUY 27.5 37.0 + 34.6% Certified 5 Consolidated earnings BT (mn) 2019 2020E 2021E 2022E 4Q20 จะเร

CPF (CPF TB) บมจ. เจริญโภคภณัฑ์อาหาร...BUY T-BUY 27.5 37.0 + 34.6% Certified 5 Consolidated earnings BT (mn) 2019 2020E 2021E 2022E 4Q20 จะเร

THIRD-QUARTER AND FIRST NINE MONTHS 2019 REVENUE · 2.2 1.5 2.6 2.9 2018 2019e 2020e 2021e 2022e 2023e FX - $29.0bn hedging portfolio* (October 18, 2019) 10 Average annual exposure

THIRD-QUARTER AND FIRST NINE MONTHS 2019 REVENUE · 2.2 1.5 2.6 2.9 2018 2019e 2020e 2021e 2022e 2023e FX - $29.0bn hedging portfolio* (October 18, 2019) 10 Average annual exposure

Einhell · Einhell COMMENT Published 29.05.2017 3 DCF model Detailed forecast period Transitional period Term. Value Figures in EUR m 2017e 2018e 2019e 2020e 2021e 2022e 2023e 2024e

Einhell · Einhell COMMENT Published 29.05.2017 3 DCF model Detailed forecast period Transitional period Term. Value Figures in EUR m 2017e 2018e 2019e 2020e 2021e 2022e 2023e 2024e

IFA Report 1/2020e

IFA Report 1/2020e

BMV: RASSINI Fourth Quarter 2017 - investor cloudcdn.investorcloud.net/.../ReportesTrimestrales/... · 2014 2015 2016 2017e 2018e 2019e 2020e 2021e 2022e Passenger Cars Light Commercials

BMV: RASSINI Fourth Quarter 2017 - investor cloudcdn.investorcloud.net/.../ReportesTrimestrales/... · 2014 2015 2016 2017e 2018e 2019e 2020e 2021e 2022e Passenger Cars Light Commercials

COMPANY PRESENTATION - Noreco...2016 2017 2018 2019E 2020E 2021E 2022E 2023E 2024E 1) Independent estimates from Senergy (Lloyd’s Register). “YE2018” forecast represents the

COMPANY PRESENTATION - Noreco...2016 2017 2018 2019E 2020E 2021E 2022E 2023E 2024E 1) Independent estimates from Senergy (Lloyd’s Register). “YE2018” forecast represents the

REMUNERATION 2019 2020E 2021E EV/EBITDA 7.7 x 6.7 x 6.2 x ...€¦ · the tanning industry in the region of Veneto. Its ambitious growth plan aims to almost double revenues by 2022-23

REMUNERATION 2019 2020E 2021E EV/EBITDA 7.7 x 6.7 x 6.2 x ...€¦ · the tanning industry in the region of Veneto. Its ambitious growth plan aims to almost double revenues by 2022-23

Micro LED 全球科技先驅 · 2019. 11. 7. · 0 200 400 600 800 1,000 1,200 1,400 1,600 2018E 2019E 2020E 2021E 2022E LED-display sales Back light unit driver IC Mini LED driver

Micro LED 全球科技先驅 · 2019. 11. 7. · 0 200 400 600 800 1,000 1,200 1,400 1,600 2018E 2019E 2020E 2021E 2022E LED-display sales Back light unit driver IC Mini LED driver

ERW (ERW TB) บมจ. ดิเอราวณั กรุ๊ป · BT (mn) 2019 2020E 2021E 2022E 2Q20 ... Total current liabilities 3,540 3,360 3,533 3,585 3,659 Long-term debt

ERW (ERW TB) บมจ. ดิเอราวณั กรุ๊ป · BT (mn) 2019 2020E 2021E 2022E 2Q20 ... Total current liabilities 3,540 3,360 3,533 3,585 3,659 Long-term debt