>>MSCI – Two additions to MSCI Indonesia: Charoen Pokphand Indonesia (CPIN) and Kalbe Farma (KLBF). Estimated buying volume for CPIN is 43.5mn shares, for KLBF is 133mn shares.>>>
"إِنَّا مَكَّنَّا لَهُۥ فِى ٱلْأَرْضِ وَءَاتَيْنَهُ مِن كُلِّ شَىْءٍۢ سَبَبًۭا فَأَتْبَعَ سَبَبًا Sesungguhnya Kami telah memberi kekuasaan kepadanya di (muka) bumi, dan Kami telah memberikan kepadanya jalan (untuk mencapai) segala sesuatu, maka diapun menempuh suatu jalan." (QS. AL KAHFI:84-85)
>> Saham Agung Podomoro Dilepas Rp365 per Unit >>> INDY: After mkt close the major shareholders placed out a USD 200m block of stock, or about 10% of cap at 3675 (range 3600-3725) at a 5.7% discount. The placement was said to be 3X subscribed to.

My Family

Selasa, 20 April 2010

CIMB INDF Company update - Time to catch up

(INDF IJ / INDF.JK, OUTPERFORM - Upgraded, Rp3,800 - Tgt. Rp4,500, Consumer)

Upgrade to OUTPERFORM, target price of Rp4,500. We raise our target price from Rp4,000 to Rp4,500, still based on a 10% discount to NAV, implying 20x CY10 and 16.8x CY11 earnings, on the back of 1) lower-than-expected debt and imminent deleveraging post listing of ICBP, 2) rupiah strength and a strong consumption trend which should boost margins, 3) a higher CPO price forecast which should benefit the plantation arm, and 4) a share price that is lagging behind its subsidiaries, the consumer sector and the market. Catalysts are a strong 1Q result and good response to the ICBP listing.

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