ASII dividen Rp. 870/saham
IQP, (12/5) - PT Astra International Tbk (ASII) berniat mengakuisisi dua tambang batu bara di Kalimantan pada 2009. Rencana akuisisi itu diperkirakan dilakukan anak usaha perseroan, PT United Tractors Tbk (UNTR). Dana akuisisi dialokasikan dari hasil penawaran umum terbatas (rights issue) United Tractors pada 2008 dan kas perusahaan. Senior Vice President Astra International, Arief Istanto, mengatakan, perseroan mengincar tambang berjenis 6.500 kalori dengan kapasitas cadangan hingga 30 juta ton batu bara. "Kami berharap ada 1-2 tambang lagi tahun ini," kata Arief Selasa. From: obrolan-bandar@yahoogroups.com [mailto:obrolan-ban...@yahoogroups.com] On Behalf Of Ferry Wachjudi Sent: Tue, 12 May 2009 11:02 AM To: obrolan-bandar@yahoogroups.com Subject: Re: [ob] FW: CS : UNTR TP raised to Rp 11400/sh betul....tapi lihat saham jelek pada naik, and saham bagus pada turun. Apa betul ini yg disebut distribusi?? jadi beli sabar harus berapa lot lagi nich?? he...he...he..he Thanks & Rgds, Ferry W. http://budidaya-jamur-tiram.blogspot.com/ ----- Original Message ----- From: ft...@yahoo.com To: obrolan-bandar@yahoogroups.com Sent: Tuesday, May 12, 2009 10:58 AM Subject: Re: [ob] FW: CS : UNTR TP raised to Rp 11400/sh Kuncinya harus sabar pak (ini saham langganan sy), tapi kalau masih belum naik sampai akhir may ini, jual dulu (pesan dr pak oen khan awal juni bd dan dana asing akan tp dulu), krn kalau bd lagi tp, mereka tdk peduli saham bagus atau tidak heheh Powered by Telkomsel BlackBerry® _____ From: "Ferry Wachjudi" Date: Tue, 12 May 2009 10:48:42 +0700 To: <obrolan-bandar@yahoogroups.com> Subject: Re: [ob] FW: CS : UNTR TP raised to Rp 11400/sh Mbah/Prof JT, boleh dishare analisanya kenapa UNTR, LSIP, AALI ditekan terus sama sec asing? Padahal target mereka untuk UNTR diatas 11000an..... Thanks & Rgds, Ferry W. http://budidaya-jamur-tiram.blogspot.com/ ----- Original Message ----- From: Sanjaya <mailto:mysanjaya...@gmail.com> To: obrolan-bandar@yahoogroups.com Sent: Thursday, May 07, 2009 11:40 AM Subject: [ob] FW: CS : UNTR TP raised to Rp 11400/sh ● We have just published a report on United Tractors (UT). UT’ robust 1Q09 results, stemming from higher ASPs, a weaker IDR and therefore margins –due to inventory gains and a bigger proportion of higher margins in the parts and services division –have beaten our as well as the street’ expectations. ● The strong results reaffirm our view that UT’ business is not only resilient, but also offers positive leverage on a weaker IDR. We have therefore upgraded our forecasts by 17-42% over FY09-11E (putting our forecasts 13-23% above the street’), while maintaining our volume assumptions. ● Despite the positive share price performance, we believe that the recovery in equipment volumes and strong earnings are likely to be the main catalysts for the company. Low gearing should give UT flexibility for future expansion. ● We have increased our sum-of-the-parts-based (SOTP) target price by 24% to Rp11,400 (from Rp9,200), implying 27% upside, a P/E multiple of 11.5x FY10E and 5.8x FY10E EV/EBITDA. We therefore maintain our OUTPERFORM rating on the stock. . Image removed by sender.
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