IHSG OUTLOOK 10 APRIL 2012

- Hari ini listing saham perdana Bekasi Fajar Industrial Esate (BEST), berikut intisarinya :
a) Listing IPO: Bekasi Fajar Industrial Estate (Business activity : Industrial estate development in Cikarang, West Java., Nominal price : Rp100 per share, Offer price : Tbd, IPO shares : 1.77b shares (20.14% of enlarged shares), Warrant : 882.5m warrant, every for 2 new share to get 1 free of warrant, Use of proceeds : To replenish capital in subsidiary, to acquire land in West Cikarang, West Java), Wholesale Inventories
b) PT Bekasi Fajar Industrial Estate Tbk (BEST) is a company that focuses on developing and maintaining industrial estates along with its infrastructure and supporting facilities. The Company’s flagship industrial estate is “Kota Industri MM2100” (MM2100), located in Cikarang, Bekasi.
c) MM2100 is easy to reach from Cikampek Toll road, at km24.9 from Jakarta. This is relatively close to Tanjung Priok Port compared to Lippo Cikarang (km 28), and Jababeka (km 31).
d) Currently, the company and its subsidiary PT Bekasi Matra Industrial Estate (BMIE) own total land bank of 816 hectare. 584 hectare of the land bank is ready to be sold, while the remaining 232 hectare is still undeveloped.
e) There are 150 domestic and multinational companies that set up its factories and/or warehouses in MM2100 estate. Some of big tenants in MM2100 estate are PT Toyota Astra Motor, PT Astra International Tbk, PT Denso Indonesia, PT Astra Daihatsu Motor, PT Nutrifood Indonesia, and many more.
f) BEST is affiliated to Agro Manunggal Group, which also owns Alam Sutera Realty Tbk (ASRI).
g) According to the Company, the appraised NAV of its land reach Rp2.8 trillion.
- Dow pagi ini ditutup turun 1% dan tembus level psikologis 13.000, dikarenakan angka pengangguran yang dianggap belum baik untuk pertumbuhan ekonomi di AS, serta besarnya tingkat Iinflasi di China.
- Kemarin sekalipun dow fut minus sekitar 1%, IHSG hanya turun 0.3%, sehingga hari ini diharapkan IHSG bisa bertahan diatas level 4100 (Saat blog ini di up date, dow fut +8).
- Kemarin saham property masih tetap menjadi “bintang lapangan” terutama dengan saham BKSL dan saham BHIT.
- Saham-saham yang boleh dipertimbangkan adalah saham-saham yang masih berpotensi melanjutkan penguatannya seperti BKSL, BHIT, SSIA, BBTN, META AUTO4.


IHSG