Major non-controling shareholders GIAA dipastikan bakal 'secondary offering'. Meski belum tentu ada strategic investor yg berminat. Value investor institusional (foreign bank) satu-dua mungkin baru berminat setelah diskon harga yang besar. Kisaran Rp300-an baru dapat memulai minat, not necessarily interested, dan harga diperkirakan akan digiring ke bawah dalam minggu-minggu mendatang. Bahana dan Danareksa kemungkinan segera secondary offering saham GIAA tersebut.
Financial Times menyebutkan Jumat lalu, Bahana is seeking support from other state-owned companies and may have to sell equity, possibly to a foreign bank, two of which have expressed interest. Bahana declined to comment on whether it was seeking emergency funding, but confirmed its working capital fell 60 per cent to about $10m. Danareksa, the only state-owned investment bank, will also need to be recapitalised, another banker involved in the IPO said. '+'
