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Selasa, 26 Juli 2011

Bakrieland (ELTY IJ) reported a strong 2Q11 result by analyst Sarina Lesmina - CLSA

Revenue in 2Q11 rose 46% QoQ, 87% YoY. 1H11 revenue came at 62% of our FY11Cl forecast of Rp1.7tn
EBIT 1H11 came at 54% of our FY11CL due to lower margins booked in 2Q11. We will check full financial reports when available to see the breakdown in margins.
Net profit 1H11 came at Rp145bn, up 130% YoY boosted by a Rp39bn forex gain. Nonetheless, excluding the forex gain, core profit would be about 60% of our FY11 forecast, still quite strong.
Separately, ELTY had announced that it will launch Jonggol project soon, called Sentul Nirwana Residence. The company had acquired the huge 13,000ha land bank from rights issue a year ago. The successful launching of this township will be the catalyst for the stock.
ELTY is now trading at 64% discount to its NAV – compare this to sector discount of 45%.

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