Kalau Macquire Bank di Australia ada hubungannya ngak ya?
Mungkin ada yg tau.
--- On Thu, 9/25/08, SSTrader-03 <[EMAIL PROTECTED]> wrote:
From: SSTrader-03 <[EMAIL PROTECTED]>
Subject: Re: [obrolan-bandar] Lehman's portfolios in Indonesia
To: obrolan-bandar@yahoogroups.com
Date: Thursday, September 25, 2008, 7:09 AM
juragan cumi nich dapet beritanya yg jitu2 nich..thanks for sharing ....
On Thu, Sep 25, 2008 at 5:44 PM, Juragan Cumi <[EMAIL PROTECTED] com> wrote:
Orang bangkrut mah dah gak punya waktu panjang buat mainin, jadi paling-paling
ya diobral aja, abis itu terserah si penampung buangannya mau dibawa kemana.
Kali sama kayak orang mau cerai yah, likuidasi harta secepatnya supaya segera
bisa dibagi jadi harta gono-gini. Makanya kalo mau cari rumah murah ya cari
yang mau cerai. Aih, bukan ndoain yang jelek yah ...
Salam,
Cumi, Cuma Mimpi
On Thu, Sep 25, 2008 at 5:08 PM, abdulrahim abdulrahim <abdul.rahman. [EMAIL
PROTECTED] com> wrote:
Pak Cumi, kira2 portfolio si Leman tsb bakal diobral atau diangkat dulu?
Terus, apa resiko untuk masing2. Misalnya jika dibuang/ diboral dulu,
apa ada jaminan bakal naik, atua malah terus nyngsep?
On Thu, Sep 25, 2008 at 10:27 AM, Juragan Cumi <[EMAIL PROTECTED] com> wrote:
> Kapan yah barang-barang ini bakal dilepas murah ke pasar?
>
> Salam,
> Cumi, Cuma Mimpi
>
>
> ---------- Forwarded message ----------
>
>
> Lehman's portfolios in Indonesia,
>
> Lehman Brothers was among foreign creditors for PT Bakrie & Brothers (BNBR)
> Tbk when Bakrie family were struggling to regain control over the company.
> In fact, Lehman once owned 1.74% shares in BNBR back in 2003. After a brief
> period of relatively quiet, Lehman returned to major corporate actions in
> the last few years with Bhakti Group as the main partner.
>
> Lehman was also active in Gajah Tunggal Group, Davomas, and Jakarta
> Setiabudi, and Intikeramik Group. Let's start with Bhakti.
>
> On Dec 18, 2007, Lehman Brothers Commercial Corp Asia Ltd provided US$75
> million facility to PT MNC Sky Vision (MNCSV) where Global Mediacom (BMTR)
> controls 51% shares. The 44-month facility carries LIBOR +2% interest, used
> by MNCSV to expand Indovision's Pay TV business.
>
> Collaterals of the facility are:
> 1) 2.27 billion shares of MNCSV at nominal value of Rp227 billion.
>
> 2) Shares in PT Media Citra Indostar owned by PT Datakom Asia at nominal
> value of Rp68 billion, and
>
> 3) 893 million shares of BMTR at nominal value of Rp89 billion; The value of
> these shares is Rp406 billion at the current price of BMTR (Rp455).
> It is not clear yet on who will takeover the facility and the collaterals
> from Lehman Brothers. But some local groups are keen to takeover the assets.
> Bhakti's subsidiary PT Mobile-8 Telecom (FREN) once invested US$45 million
> in Lehman Liquidity Fund but according to FREN's first half 2008 report, the
> facility has been fully recovered.
>
> Lehman also provided US$70 million facility to FREN in 2006 but FREN had
> fully repaid the facility plus interest of US$1.6 million in August 2007.
> On January 25, 2008, FREN and Lehman Brothers Opportunity Ltd (LBOL) amended
> the warrant agreement dated Nov 29, 2006 in relation to the extension of the
> exercise period until July 29, 2008. On the same date, FREN issued 20
> warrant certificates to LBOL where each certificate is exchangeable for
> 111.368 million shares of FREN or around 2.227 billion shares. At the
> current market price, the value of the shares is around Rp177 billion.
>
> On August 8, 2007, FREN entered into a swap agreement with Lehman Brothers
> Special Financing until March 1, 2013 with a notional amount of US$100
> million where FREN agreed to pay fixed interest rate of 10.45%. As of Dec
> 2007, the fair value of the derivative financial instrument amounted to
> US$299,212 or Rp2.8 billion.
>
> Unfortunately, FREN has yet to issue its first half financial results to get
> better view on Lehman-related issues. But some said Bhakti would likely get
> significant discount on the facilities due to the bankruptcy filing.
>
> DAVOmas
> In May 2006, Davomas entered into an interest rate swap contract with Lehman
> with a notional amount of US$50 million where Davomas agreed to pay a fixed
> rate 9.28% in semi-annual intervals up to 2011. As of August 31, 2008,
> Lehman controls 1.377 billion shares of DAVO, increased sharply from 6.37%
> (789 million shares) in June 2007. At the moment, the value of Lehman shares
> in DAVO is around Rp168 billion. It's not clear whether Lehman has divested
> the shares.
>
> Intikeramik
> Ceramic producer PT Intikeramik Alam Asri Industri (IKAI) Tbk initially
> planned to take US$22 million facility from Lehman, but cancelled due to
> disagreement on warrant deal. Intikeramik then moved to PT Al Ijarah
> Indonesia Finance (ALIF).
>
> Gajah Tunggal
> Lehman involved in the issuance of US$325 million bonds for Gajah Tunggal.
> Other than that, Lehman and Citicorp agreed to restructure two notes issued
> by Polychem Indonesia, an affiliate of Gajah Tunggal Group, with combined
> outstanding of US$102 million late last year.
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