Rabu, 28 April 2010

BRPT vs GJTL

Both stocks are leaders in their respective industry. During the past 3 months, BRPT has massively underperformed GJTL. Possibly because of investor disappointment of the failure of Star Energy deal last year which was rumoured to be injected to Barito. However, we think that BRPT is certainly worth investing in since it subsidiaries (Tri Polyta and Chandra Asri) have dominant market share in the domestic petrochemical sector.

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