>>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, 28 September 2010

CLSA United Tractor heavy equipment update by analyst Rania

Komatsu sales 8M10: 3,653 (+81% yoy), about 73% of FY10 consensus expectations of 5,000 units; slightly ahead of historical 8M contribution of 65-67%.

This suggests upside to 5500 units from the allocated 5000 units this year, with most of the incremental units likely to come from small-to-mid-sized units.
But the question now is whether Komatsu can commit to delivering another extra 500 units for Indonesia this year? Competition comes from China which also saw sharp demand growth this year. Indonesia may not get the whole additional 500 units allocation, ~200 units would be good enough, in our view.
That said, we should expect milder Sep sales because of lots of public holidays (ramadhan and lebaran), rebounding in 4Q10.
Komatsu market share stays strong at 46%

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