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Consolidation of State Plantations
One businessman in plantation sector with powerful political network once said “please don’t put someone smart and brave at SOEs ministry. Else, our company will be kicked out of MSCI.” We were discussing consolidation of state plantations to match Sime Darby or Wilmar International. ,Last Updated ( Fri, 03 Feb 2012)
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| Salim + Japfa =
Salim Group and Japfa Group are two of the country’s largest players in food business. Salim is the largest producer of flour, noodles, and operator of the largest fried chicken network. Japfa Group, meanwhile, is the largest supplier of meat, including chicken and beef. (Fri, 03 Feb 2012)
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| Energi Mega & Political Plays
Energi Mega Persada (ENRG) closed lower by 1% to Rp198 on Thursday (Feb 2nd). This is 25% below its peak last August, but a 72% gain since early October 2011. Acquisition of Offshore North West Java (ONWJ) block has also contributed to the gain. What's next? How politics would shape its future and others? (Thu, 02 Feb 2012)
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| More Articles |
| • Market Watch | Stock Market | Nymex crude oil dropped 2% to US$95.6 per barrel in New York Thursday (Feb 2nd), while crude palm oil (CPO) ended further down to RM3,056 per ton on Bursa Malaysia Derivatives. In this report: Indika-Petrosea, Indomobil, Bumi Serpong, Garuda Indonesia, and Fajar Surya Wisesa. | |
| • Arun Gas Assets & Aceh Politics | Oil And Gas | Elections of governor, regents, and mayors in Aceh province have to be postponed three times. The most recent schedule is April 9, 2012. This election is important for various reasons, including the race to control oil and gas assets in Arun. | |
| • Indoland Group: Beyond Land | Company Profile | In June last year, we published an article about PNE Micron, a small small company engaged in the production of electronic components. PNE Micron launched a reverse takeover of Bali property assets controlled by Indonesian business groups. Unfortunately, the deal collapsed two months later. | |
| • Trikomsel & Oil-Gas Rumor | Oil And Gas | Trikomsel Oke (TRIO) is a giant retailer of ICT products in the country. It is a company with market capitalization of around US$400 million, almost four times its equity. The company booked net profit of Rp213 billion in nine months of 2011, an increase of 36% from the same period in 2010. | |
| • Corporates to Watch | Stock Market | Nymex crude oil retreats to US$97.6 per barrel in Asian trading this morning. Most markets in the region opened in positive territory. In this report: CT Corp, Sierad Produce, Surya Toto, Adaro Energy, Arpeni Pratama Ocean Line, Tuan Sing, and TPS Group. | |
| • International Trade in 2011 | Economy | Last year was a strong commodity year for Indonesia. The country's export increased 29.1% to US$203.6 billion, while trade surplus grew 19% to US$26.3 billion. Energy commodities (coal and oil-gas) contributed to 34% of the total export. Add with two other products, five commodities contributed to over 50% of the country's export. | |
| • The Fall of a Regime | Politic | The famous soothsayer Permadi predicts president Susilo Bambang Yudhoyono (SBY) will fall this year. Some people believed in Permadi, but that was when he was just a political soothsayer. He then joined PDI-P, and later on, until now, at Gerindra Party led by Prabowo Subianto. But the regime has collapsed long-long time ago, right? | |
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