Jadi ceritanya INDF bakal spinoff anak usahanya ya, jadi IPO saham baru, katakanlah ICBP gitu.
Jadi kalau di spinoff, efek ke saham induknya bagaimana? Bagus atau jelek? Bukannya kalau spinoff berarti sebagian asset dan revenue lepas dari induknya, sehingga mengurangi valuasi induknya? Tapi kok dibilang bisa menambah asset ke perusahaan sebesar 5.7T ? Mohon pencerahan. Quote: Indofood CBP comprises production and marketing of the group’s consumer branded items, including noodles, dairy products, food seasonings, snack foods and nutritional products. The unit accounts for 40% of Indofood’s revenues and 60% of the profits, with the rest coming from the company’s other two divisions: distribution, and flour and milling. By spinning off Indofood CBP, the group hopes to be able to realise hidden value and to reduce the conglomerate discount. The parent will also use the IPO proceeds to pay off debt. In a research report published in late June, J.P. Morgan analyst Stevanus Juanda estimated the conglomerate discount to 20% and said the unlocking of this would add Rp5.7 trillion ($630 million) of value for the parent company. Powered by Telkomsel BlackBerry® -----Original Message----- From: Treasure Seeker <[email protected]> Sender: [email protected] Date: Thu, 19 Aug 2010 22:16:02 To: <[email protected]> Reply-To: [email protected] Subject: [saham] INDF lagi ... http://www.financeasia.com/News/229225,indonesia-remains-in-focus-as-indofood-cbp-starts-ipo-marketing.aspx berita yang mungkin sedikit menepis kemungkinan INDF untuk right issue ... kalo IPO ICBP y.a.d. dipakai untuk bayar sebagian hutang
