Sory, maksud sy "membeli saham", bkn "akuisisi". :) Sent from my AXIS Worry Free BlackBerry® smartphone
-----Original Message----- From: [email protected] Sender: [email protected] Date: Fri, 8 Apr 2011 02:17:56 To: <[email protected]> Reply-To: [email protected] Subject: Re: [saham] Fwd: LVMH fund to aim at Indonesian luxury retail chain Sy baca LV akuisisi perusahaan india, charles & keith spore dan sedang mengincar china dan south east asia. Sy juga baca reportnya analis CLSA bahwa MAPI opr incomenya bagus sekali 2010, tp sebagian besar digunakan utk beli tanah markas baru mereka, beli krispy kreme (ini sy bingung, setau sy ini udah lama), bayar hutang dan ekspansi (kl ga salah). Yg disayangkan analis itu adl beli tanah buat markas baru dan beli krispy kreme, sehingga sepertinya analis tsb menanyakan kualitas dr CG perusahaan itu. Sy pribadi berpendapat perusahaan ini adl perusahaan solid. Dan megang saham emiten ini utk midterm say 1 taun lebih besar peluangnya drpd risikonya. Disc on. :) Sent from my AXIS Worry Free BlackBerry® smartphone -----Original Message----- From: Cut Luna <[email protected]> Sender: [email protected] Date: Fri, 8 Apr 2011 08:46:53 To: <[email protected]> Reply-To: [email protected] Subject: Re: [saham] Fwd: LVMH fund to aim at Indonesian luxury retail chain ditunggu link-nya kl nemu pak jesse. cut On Fri, Apr 8, 2011 at 8:31 AM, Jesse Livermore < [email protected]> wrote: > > > Saya juga sempat baca info LVMH ini belum lama. Tapi bukan tentang > akuisisnya terhadap retailer Charles & Keith yg asal Singapura itu. Lebih > spesifik tentang rencana ke Indonesia. Cuma sayangnya tdk sempat mengarsip > beritanya. Kalau tidak salah dimuat di Wall Street Journal atau NYT atau > sebangsanya online, yg jelas bukan di Bloomberg. > > Nanti kl ketemu, saya share. > > --- Pada *Jum, 8/4/11, Fatmawati S <[email protected]>* menulis: > > > Dari: Fatmawati S <[email protected]> > Judul: Re: [saham] Fwd: LVMH fund to aim at Indonesian luxury retail chain > Kepada: [email protected] > Tanggal: Jumat, 8 April, 2011, 1:17 AM > > > Saya belum lama baca tentang Lousi Vuitton / LVMH ini. Dimuat di > JakartaGlobe 2 minggu lalu kalau tidak salah. Private equity-nya L Capital > Asia sudah mencaplok ritel Charles & Keith asal Singapura, sekaligus saya > baru tahu ternyata toko sepatu ini dari Singapura rupanya. > > Mungkin sekali sih, dari Singapura ke Indonesia, tidak jauh. Beritanya di > sini, coba ditelaah. > http://www.thejakartaglobe.com/bisworld/charles-keith-goes-global-with-lvmh-tie-up/430349 > > On Thu, Apr 7, 2011 at 5:13 PM, > <[email protected]<http://id.mc777.mail.yahoo.com/mc/[email protected]> > > wrote: > > > Cek2 dulu di WSJ kali ya bro.. :) > Sent from my AXIS Worry Free BlackBerry® smartphone > ------------------------------ > *From: *Tien S > <[email protected]<http://id.mc777.mail.yahoo.com/mc/[email protected]>> > > *Sender: > *[email protected]<http://id.mc777.mail.yahoo.com/mc/[email protected]> > *Date: *Thu, 7 Apr 2011 16:55:17 +0700 > *ReplyTo: > *[email protected]<http://id.mc777.mail.yahoo.com/mc/[email protected]> > *Subject: *[saham] Fwd: LVMH fund to aim at Indonesian luxury retail chain > > > baru sempat buka email seharian di jalan. ada yang dapat info tentang > update info di bawah, saya lampirkan. ada masukan? trims. > > Tiens > > ---------- Forwarded message ---------- > From: > Date: Thu, Apr 7, 2011 at 11:50 PM > Subject: Fwd: LVMH fund to aim at Indonesian luxury retail chain > > Following the WSJ reports on the expansion plan of the world's largest > luxury goods conglomerate, LVMH (Louis Vuittion Moet Hennessy) Group in > Asia, chats among certain Asian emerging markets fund managers got heated > recently. As the LVMH plan in tapping the burgeoning disposable income and > rising aspirations of Asians got their way, L Capital Asia, the private > equity arm of LVMH for more than $650 million, is fielded in the hunting > ground for the best deal in Southeast Asia. > > One of the recent best deals strucked in November is the purchase of 20 per > cent stake in once Singaporean local shoe retailer, Charles & Keith, for > more than $ 30 million. Being left still with significant ammo for some > other acquisition target, L Capital Asia move has become an intense scrutiny > of Asian equities players willing to take the ride. One of the most talked > next move including the stake at PT Mitra Adiperkasa Tbk in the darling of > emerging market, Indonesia. Owning more than 854 retails stores in 25 major > cities of the fourth most populous country and being positioned to become > the country upper class lifestyle retailer, Mitra Adiperkasa seems to be > more than a perfect target for LVMH. The fact that LVMH is actively pursuing > market for its high street brands will just be served by securing some of > the prospective Mitra Adiperkasa marketplace. Forty six per cent surge in > operating profit for full year 2010 alone of Mitra Adiperkasa must have also > added some flavor into LVMH taste. > > Source close to the potential deal and Mitra Adiperkasa described the > prospective encounter between LVMH and Mitra would bring an excellent > synergy on mutual business of both interest. While, LVMH will gain more > massive presence in the awakening giant of emerging market Indonesia through > Mitra Adiperkasa marketplace, Mitra on the other hand will also benefit from > the possible involvement of LVMH influence in the board in expanding some > key high brands and luxury outlets selling throughout the country. No > further specific mentioning on the Size of ownership at offer nor fund range > to be deployed. > > source: Retail M&A Chatter > > > >
