Rabu, 24 Maret 2010

KimEng Astra Graphia (ASGR IJ): TRADING BUY - A dividend play with growth

Astra Graphia launched a new eco-friendly integrated document solution in Jan. With 40% captive share of the Document Solutions market in Indonesia, this new product is potentially a key earnings catalyst for 2010. Management expects to maintain 39% dividend payout ratio viz. 2009, which translates into an attractive 5.4% dividend yield. Using DDM, we arrive at fair value of Rp590/share (64% upside potential).

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