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Kamis, 06 Januari 2011

CLSA INDO: Lippo Karawaci (LPKR IJ) update by Sarina Lesmina

  • LPKR sold its Lippo Cikarang Siloam hospital to FREIT, and also assisted FREIT in their acquisition of Mochtar Riady Comprehensive Cancer Centre in Jakarta.  Total value is S$205.5m (US$160m)
  • Maintain BUY. LPKR is in a sweet spot in health care business as the largest provider of medical services in Indonesia.  The company will also expand mall management and has sufficient land bank for their property development in the foreseeable future. 
  • Stock is now trading at 39% discount to our NAV assumption.  Note that our NAV does not include the hospital expansion yet.  We believe there is plenty of upside to our numbers as they roll out their expansion plan. Please see pdf file for details
Posted by Saham Pilihan at 10.54

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