kamis 26 Juli 2012

10:50  Rumor  MDLN:
Kawasan industri (Cikande) Perseroan dikabarkan menjadi target kawasan industri yang akan dikembangkan untuk pembangun pusat pengembangan teknologi investasi oleh Foxconn Technology Group yang akan direalisasikan akhir tahun 2012.Alasan dipilihnya cikande karena akses tol yg mudah dan dekat dengan pelabuhan serta Bandara udara sesuai permintaan Foxconn Technology group.Disclaimer on

 
09:38 GIAA Fr Bahana/DX: Outlook & rating: Huge domestic exposure to cushion earnings - BUY
With external volatility, we continue to like GIAA’s substantial domestic exposure with 80% of its revenue catering to the local market. Additionally, the current weakness in global petroleum prices will undoubtedly benefit GIAA given large 2012 revenue base of USD3.6b and oil accounting for 40% of its operating cost.  Our sensitivity analysis suggests that every 1% drop in jet fuel price beyond our base case assumption of USD128/bbl (current: USD119/bbl; ytd avg: USD126/bbl), GIAA will see 8.8% higher earnings.  Thus, we raise TP IDR900, reflecting a re-rating to Adj. 2013 EV/EBITDAR of 6.6x, which we believe is reasonable.  With 20% upside, we reiterate BUY. 


INILAH.COM, Jakarta - PT United Tractors Tbk (UNTR) mencatatkan laba bersih menjadi Rp3,08 triliun hingga semester pertama 2012 atau naik sebesar 21,5% dari semester pertama 2011 sebesar Rp2,54 triliun.