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Senin, 30 Mei 2011

Kalbe Farma: Hold; Rp3,425; TP Rp3,800; KLBF IJ Seeking domestic and international partners for expansion - DBS Vickers

Kalbe is seeking both domestic and international partners for expansion this year. As previously mentioned, Kalbe is looking to expand via M&A and they have between Rp500bn to Rp1trn to spend. While there has not been any significant progress on M&A, Kalbe has set up a strategic investment committee to actively evaluate potential candidates. Based on our recent conversation with management, Kalbe is broadening the target beyond traditional pharma into areas that could complete its portfolio such as medical device consumables, herbal products and health food or drinks. It was reported that the company has been evaluating about 10 companies in Indonesia as well as South East Asia . Given the difficulty in M&A, we remain neutral on the stock at this point in time. Any M&A materializing this year would be a catalyst for the stock as it could potentially add new growth driver for Kalbe.
Posted by Saham Pilihan at 16.28

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