Iya. Ownernya MAPI dan GJTL sama. Sjamsul Nursalim. MAPI tdk hanya bergerak di fashion, tp hampir semua bisnis ritel. Mulai dr sepatu, sampe hamburger. :) Sent from my AXIS Worry Free BlackBerry® smartphone
-----Original Message----- From: Jesse Livermore <[email protected]> Sender: [email protected] Date: Fri, 8 Apr 2011 14:36:04 To: <[email protected]> Reply-To: [email protected] Subject: Re: [saham] Fwd: LVMH fund to aim at Indonesian luxury retail chain Possible saja sih, selagi pengincarnya private equity arm dari LVMH, L Capital Asia. Bukan LVMH langsung sebagai pengelola bisnis inti. Beritanya sudah mulai muncul di media, sayangnya konfirmasi cuma ke level manager. Harusnya direksi atau controlling shareholder krn urusannya pemegang saham. Kalau tidak salah, grupnya Samsul Nursalim nih. http://www.ipotindonesia.com/data_news_new.php?group_news=ALLNEWS&file=/2011/04/08/450667.html --- Pada Jum, 8/4/11, PH <[email protected]> menulis: Dari: PH <[email protected]> Judul: Re: [saham] Fwd: LVMH fund to aim at Indonesian luxury retail chain Kepada: [email protected] Tanggal: Jumat, 8 April, 2011, 4:47 AM Bukannya mereka lebih suka akusisi perusahaan yang ada produk bukan hanya distrubutor. Mereka memangnya suka akusisi department stores? Saya denger si dari yg lalu2 mereka akusisi brand name semua. Baru2 ini Bvlgari, hermes, ga pernah denger dia akusisi sogo debemhem etc yg sejenis. Dan mungkin MAPI ada pegang product competitor nya yah? Berapa percentase nya yg product dari LVMH sendiri? Terlalu spekulasi :p menurut saya Sent from my BlackBerry® smartphone from Sinyal Bagus XL, Nyambung Teruuusss...! From: Tien S <[email protected]> Sender: [email protected] Date: Fri, 8 Apr 2011 09:07:04 +0700 To: <[email protected]> ReplyTo: [email protected] Subject: Re: [saham] Fwd: LVMH fund to aim at Indonesian luxury retail chain pak jesse, saya sdh temukan info rencana private equity lvmh ini ke indonesia. beritanya ada di ft.com 31 maret lalu. kl fokusnya luxury retail chain, sptnya cuma 1 pilihan yg sdh matang dan tersedia. ya mapi. kl mppa ga mungkin, apalagi rals. berikut kutipan berita dan link-nya. the WSJ reports. L Capital, present in New York, Madrid, Milan, Shanghai and Singapore, will invest in India from its fourth fund, which is dedicated to Asia and has a corpus of $650 million. It also will focus on economies such as China, Malaysia, Indonesia and Thailand. judulnya lvmh fund http://blogs.ft.com/beyond-brics/2011/03/30/new-york-headlines-229/ 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]> wrote: Cek2 dulu di WSJ kali ya bro.. :) Sent from my AXIS Worry Free BlackBerry® smartphone From: Tien S <[email protected]> Sender: [email protected] Date: Thu, 7 Apr 2011 16:55:17 +0700 ReplyTo: [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
