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Senin, 27 Juni 2011

Kawasan Jababeka: KIJA’s land expansion (KIJA, Rp124, Buy, TP: Rp150) - Mandiri

􀂄 Indonesia’s major industrial estate developer, PT Jababeka Tbk, which operated the Jababeka industrial estate in Cikarang West Java, will acquire more land to further expand in order to meet the surging demand for industrial estates. The company has allocated US$34.68m for land acquisitions
􀂄 Given the surging demand of industrial land in Indonesia, securing further portion of land is crucial for industrial estate developer's operation, especially in Cikarang.
􀂄 Kija currently has the largest available land bank, compared to its peers, with 503ha. Knowing last year land bank sold was up to 100ha, this would translate to only 5 years revenue generating period.
􀂄 We like KIJA as it is a proxy to an integrated industrial estate developer, aside of robust growth due to additional contribution from power plant and dry port operation starting in 2012.
􀂄 KIJA currently trades at 64% discount RNAV11 and PER11F 14.6x.
Posted by Saham Pilihan at 11.03

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