>>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

Minggu, 02 Mei 2010

CIMB Astra Agro Lestari Quick takes - A closer look at costs

(AALI IJ / ALII.JK, OUTPERFORM - Maintained, Rp22,650 - Tgt. Rp29,200, Plantations)

Reiterate Outperform on AALI with an unchanged target price of Rp29,200, based on 18x CY11 earnings. We have examined AALI's costs and are even more convinced that its cost trend should be benign over the next three quarters, unless fertiliser prices shoot up by June (a low probability) and production does not grow (if so, CPO prices are likely to move up, offsetting lower production). No change to our earnings estimates. If production should start to improve in April, we see a potential share-price catalyst. Given that it is a widely held stock and there could be imminent consensus earnings downgrades, AAL may continue to face selling pressure. We'll take this as a buying opportunity.

Tidak ada komentar:

Posting Komentar

Yahoo! Finance: Top Stories

Reuters: Business News

Insider Stories

CNBC Top News and Analysis

» Ekobiz

The Wall Street Journal

AnggunTraders.com

Commodity Online Metals News

Britama.com

Palm Oil Prices

Commodities-Markets-The Economic Times

Detikfinance

BusinessWeek.com -- Top News

Palm Oil HQ Daily Update

Business Times : marketwatch

VIVAnews - BISNIS

The Star Online: Business

Inilah.com -

Latest financial news - CNNMoney.com

Tempointeraktif.com - Bisnis

ChinaDaily > bizchina

Sindikasi economy.okezone.com

Commodity News

Bursa Rumor - Tempatnya Investor Saham Cari Berita

Financial Times - Financial markets news

Hellenic Shipping News

ANTARA - Ekonomi & Bisnis

Industrial Metals & Minerals Industry News

Republika Online - Ekonomi

Yahoo Commodities News