Buat yang butuh info MEDCO, semoga berguna.
13 February 2007 * Medco Energi** **(MEDC IJ / MEDC.JK, OUTPERFORM - Maintained - RP3,475, Target: Rp4,500)* Company update - Clarity coming to Brantas PSC exposure? by Robert Adair We see signs of a potential Mar 07 agreement on financial responsibility for the Banjar Panji-1 well blowout. This will be a positive for Medco, particularly if the company's exposure is limited to the US$50m level, well below rumoured possible exposure in excess of US$300m. On the operational front, there are positive developments from Senoro Toili PSC, the Libyan JV and the company's new investment in Block A PSC, Sumatra.These are more than sufficient to offset disappointing news from Jeruk PSC. *We re-iterate our Outperform recommendation with an increased DCF-based target price of Rp4,500*
