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Sabtu, 21 Mei 2011

Harum Energy: 70% of total production volume has been contracted (HRUM, Rp9,250, Buy, TP: Rp11,000) - Mandiri

􀂄 According to Bisnis Indonesia’s interview with Ray Gunara, CEO of HRUM, 70% of total production volume target in FY11F or around 7Mt coal has been contracted.
􀂄 Based on the encouraging pricing strategy (quarterly pricing), company expect better average selling price (ASP) in 2Q11, since 1Q11’s ASP of US$88/ton did not fully reflect its expected ASP due to carried offer from the previous contract in 2010. Therefore we believe our FY11F’s ASP of US$90/ton might be exceeded
􀂄 Tambang Batubara Harum (TBH) currently is still in construction stage and expected to contribute 500k tons production in 4Q11.
􀂄 HRUM is one of our top pick in coal sector. Currently we have Buy rating on HRUM. HRUM is traded at 12.9x adjusted PER11F.
Posted by Saham Pilihan at 21.58

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