diincar fm asing:
Kenaikan harga yang cepat disertai kinerja fundamental yang kokoh menjadikan
ELTY sebagai saham properti primadona di Asia, kata CEO Alpine Management
Research LLC Sam Lieber di Jakarta, Selasa (19/1). Sam dalam wawancaranya
dengan jaringan televisi Pimm Fox akhir pekan lalu menerangkan saham ELTY
merupakan satu-satunya saham properti di Asia yang memiliki prospek cerah ke
depannya.
http://www.mediaindonesia.com/read/2010/01/19/117876/19/2/Investor-Asing-Buru-Saham-Bakrieland-Development
banyak proyek dan funding yg mudah:
Bakrieland Percepat Emisi Obligasi Rp 1 T
http://bisnis.vivanews.com/news/read/122865-bakrieland_percepat_emisi_obligasi_rp_1_t
placement limitless hampir clear:
PT Bakrieland Development Tbk (ELTY) is targeting that the proposal for paying
off the acquisition of its three subsidiaries by Limitless World LLC will be
ready in no time.
http://en.vivanews.com/news/read/123458-elty___limitless_to_settle_issue_in_q1
tapi market nggak kondusif.
jadi, ngopi dulu ah, sambil nunggu diskon hehehe.
--- In obrolan-bandar@yahoogroups.com, Data Saham datasaha...@... wrote:
Busy in 2010ô Beneficiary of foreign property ownership.ô Ready
for expansion again.ô Toll roads for property development.ô Maintain
TP at IDR400. BUY. Â Beneficiary of foreign propertyownershipWith sizeable
landbank in Jakarta primeCBD area, Bakrieland should be able tosell its
property to foreigners when thegovernment revises foreign propertyownership
ruling; thus, locking up higherreturn on its projects. ELTY also
hasproperty developments in Bali , where itcan sell higher-priced
properties. Â Ready for expansion againBakrieland completed three
majorproperty projects in 2009 and early 2010including the 50-storey Bakrie
Tower ,Epicentrum Walk and Pullman Bali Legian Nirwana. In 2010,
thecompany will concentrate on finishing and relaunching apartments
inEpicentrum (The Wave and the Grove), expanding the Bogor NirwanaâsThe
Jungle water park and housing clusters and property in Bali (Legian,Ubud
and Tanah
Lot). Land acquisition will be concentrated in BogorNirwana area, near
the Ciawi â Sukabumi road, where the company hasinterest in the toll road
project. Apart from concentration in three majorareas â Jakarta , Bogor
and Bali â it has property for development inMalang, Lampung, Batam,
Balikpapan and Sukabumi. Â Toll roads for property
developmentBakrielandâs first toll road project, 35km Kanci â Pejagan,
will startoperations end of January 2010. The company also has interest in
fourother toll roads (three part of the Trans Java and one in West Java
).Given the track record on land acquisition, Bakrieland has so far
beenmore successful in terms of acquiring land for the toll road project. It
hassecured IDR2.5t loans from BNI and BRI for toll road construction and
forthe development of the adjacent area into a higher value area. Â Maintain
TP at IDR400. BUYWith the consolidation of the toll road operation in 2010,
we
expectBakrieland to book more depreciation charges and interest
expenses,which should limit its earnings growth in 2010 to 18.3% despite
theexpected rising property sales, resulting in a 37% earnings reduction
for2010 and 33% for 2011. We keep the TP at IDR400 on a 20% discountto the
estimated RNAV of IDR504. Risks: Higher-than-expected inflationrate and
tighter monetary policy. Â Â Â Â
