Sorry kepotong...nih yg komplit analisa ttg BKSL... Ada analisa ttg BKSL dari sekuritas tertentu...Tetap layak dipantau BKSL, PERnya mahal bisa jg krn sahamnya sangat diminati oleh para investor krn prospeknya.
Sentul City (BKSL) - Initiating coverage with BUY. Report attached. BKSL is Indonesia's largest property developer based on land inventory, proportionately owning around 9,100 hectares in Sentul area, strategically located between Jakarta and Bogor. The next biggest developer is BSDE with around 4,500 hectares of land inventory. Big land inventory is a blessing when property prices are on the run, eliminating any concern on land replacement cost while allowing margin expansion. As a satellite city, Sentul area offers unique topography being situated 300-1,100M above sea levels with surrounding mountains and cooler weather compared with competing developments. * Land monetization strategy is in motion. After a change in shareholding and management line-up 2 years ago, BKSL is opening a 100-ha theme park, factory outlets, river market, 5 new hotels, 2 new universities, and new hospital with strong partners. * Better and new access to the development area. Its most relevant toll-road has just been expanded from three lanes to four lanes. There is a provincial road being built providing second access road to the back side of BKSL's 9,100 hectares land. * Land prices in competing satellite cities becoming less affordable. Land prices in Serpong area (Summarecon, Bumi Serpong Damai, Alam Sutera) have been rallying. Now, Sentul area has become a valid alternative. REMINDER Fr CC :: Land is King Sentul City (BKSL) is Indonesia's largest property developer strictly based on land inventory, proportionately owning around 9,100 hectares in Sentul area, strategically located between Jakarta and Bogor. . Big land inventory is a blessing when property prices are on the run, eliminating any concern on land replacement cost while allowing margin expansion. As a satellite city, Sentul area offers unique topography being situated 300-1,100M above sea levels with surrounding mountains and cooler weather compared with competing developments. We start coverage with a BUY rating and TP of Rp400/share. On Wed, Jan 4, 2012 at 8:36 AM, ZFQ <[email protected]> wrote: > Ada analisa ttg BKSL dari sekuritas tertentu...Tetap layak dipantau BKSL, > PERnya mahal bisa jg krn sahamnya sangat diminati oleh para investor krn > prospeknya. > > REMINDER Fr CC :: Land is King Sentul City (BKSL) is Indonesia's largest > property developer strictly based on land inventory, proportionately owning > around 9,100 hectares in Sentul area, strategically located between Jakarta > and Bogor. . Big land inventory is a blessing when property prices are on > the run, eliminating any concern on land replacement cost while allowing > margin expansion. As a satellite city, Sentul area offers unique topography > being situated 300-1,100M above sea levels with surrounding mountains and > cooler weather compared with competing developments. We start coverage with > a BUY rating and TP of Rp400/share. > > > 2012/1/4 Tien S <[email protected]> > >> ** >> >> >> nah, itu dia Mas Wid. confirm ya data penelusuran dari Kontan di file Mas >> Wid terlampir, dari 177 saham yg diurut dg PER terendah-maks 60, PER BKSL >> nangkring nomor 2 terbawah (termahal) setelah ABBA yg sahamnya tdk >> likuid. PER ABBA 59,5, BKSL 55. >> >> makin jelas. trims. >> >> tiens >> ---------- Forwarded message ---------- >> From: Saptono Widhi <[email protected]> >> Date: 2012/1/3 >> Subject: [meta-noia] PER, EPS dan PBV 3 Januari 2012 >> To: meta-noia <[email protected]> >> >> >> ** >> >> >> Tabel terlampir berisi daftar PER-EPS dan PBV dari saham-saham di BEI, >> diurutkan dari yang terendah sampai PER max 60 >> >> Rgds >> >> http://groups.yahoo.com/group/meta-noia >> BB : 2566BE9A / @w_i_d_h_i >> >> >> > >
