Latest Forum Topics / Berlian LajuTank | Post Reply |
A Hidden Gem!
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bullrun4ever
Senior |
23-May-2007 19:48
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23 May 2007 CIMB Research Report Berlian Laju Tanker ? Betting on rate recovery Target: Rp 2,500 (S$ 0.43) OUTPERFORM - Aggressive expansion plans for sustainable future growth. - Outlook remains robust: Average oil tanker rates remain strong at US$35,000 ? 40,000/day. - Chemical tanker rates got off to a good start: The implementation of Annex II regulations, requiring all chemical products to be carried by IMO II-rated chemical vessels, has significantly raised chemical tanker rates. Projected strong growth in rate. - Strong fundamentals: future delivery of 3 newbuilds and another 3 ? 4 second-hand vessels. - Maintain outperform. |
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ed88ks
Senior |
08-May-2007 15:46
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PT Berlian Laju 07-May-07 Share Buy Back - - 2,000,000 IDR2,009 |
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bullrun4ever
Senior |
19-Apr-2007 01:41
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With new expansion plan and rate for chemical transport set to rise...the future is bright! |
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bullrun4ever
Senior |
19-Apr-2007 01:38
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up 2.5c today! but still undervalue! A gem! |
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YongJiu
Veteran |
18-Apr-2007 13:59
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woo ho... congrad to those who still vested!!! Profit of 1.2 trillion!!!!! reward is going to ne so handsome!!! ^^ Berlian Laju May Spend $500 Million This Year to Expand Fleet By Karima Anjani April 18 (Bloomberg) -- PT Berlian Laju Tanker, Indonesia's biggest shipping company by market value, plans to spend $500 million this year to expand its fleet. Berlian Laju plans to offer new shares and sell convertible bonds to raise funds to buy new chemical tankers and secondhand ships, the company said in a prospectus published in the Investor Daily Indonesia newspaper today. The Jakarta-based company, which derives more than 75 percent of revenue from its overseas operation, is set to benefit from rising demand to transport chemicals and oil in Asia Pacific and the Middle East, the company said. Berlian Laju operates 35 chemical tankers, 17 oil tankers and six gas tankers, according to its Web site. The company may sell as much as $400 million of bonds maturing in five to seven years by June to fund its expansion, Finance Director Kevin Wong said Feb. 13. Profit at Berlian Laju jumped 87 percent to 1.2 trillion rupiah ($132 million), or 268 rupiah a share, last year. |
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maggie
Member |
05-Apr-2007 11:59
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This counter, the company is buying back its share daily, something brewing in the company. Keep a watch out, ti surge anytime after the public share volume decrease.Buy some and keep for long term. Happy Trading |
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gacl21
Member |
30-Mar-2007 02:03
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Hey guys, my friend told me that 27Mar is the date for financial result release. Is that true? Seem like a very quiet counter.... |
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casey1967
Member |
23-Mar-2007 19:30
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Yes, this counter is also listed in Jakata Stock Exchange. You could find its share price information from below link. http://www.jsx.co.id/mkt_info.asp?cmd=stock_search&dt_mkt=23&mt_mkt=3&yr_mkt=2007&page=3 The counter name is BLTA |
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lucky168
Veteran |
22-Mar-2007 23:47
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not sure if this is a dual-listed stock (in Indo)? anyone? |
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bullrun4ever
Senior |
22-Mar-2007 20:04
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Bullrun, I fully agree with you...focusing on the Fundamentals is the most rewarding way to wealth creation and preservation! Never follow the herd instinct! |
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BullRun
Elite |
22-Mar-2007 19:01
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All looks good!!! |
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YongJiu
Veteran |
21-Mar-2007 23:05
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for this I agreeeee.... but there are much more fundamentals sound stock then in sgx.... depend which side you are looking it from =) |
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BullRun
Elite |
21-Mar-2007 18:07
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Investors focusing on fundamentals will be rewarded handsomely...sooner or later....!! Stay tuned! |
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GuShen
Member |
20-Mar-2007 01:27
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Same here, talk about Indo stock let me think of my Indofood.... I dun have good feeling about Indo stock, till now still eating Indo mee for 3 meals. |
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YongJiu
Veteran |
19-Mar-2007 22:43
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yeah agree here... is really worth a look!!! but the thing is BerlainLaju is coming from indo..... guess many peoples have bad experience with the indo-stock |
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BullRun
Elite |
19-Mar-2007 20:12
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bullrun4ever, I don't usually invest in a share unless in think it is way undervalued! I'm sure you should have also done a lot of research and analysis on this if not you wouldn't invest in it. Hiddem gems are usually ignored by punters until they become HOT! Be patience and you will be rewarded handsomely! |
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bullrun4ever
Senior |
19-Mar-2007 04:13
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Bullrun, what is your target price for this stock? Pls share your analysis! |
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bullrun4ever
Senior |
17-Mar-2007 16:34
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财经 > 早报财经 2007-02-17 -------------------------------------------------------------------------------- 分析师:需求增长比预期快 船运费有望全面上扬 船运业去年呈现两极化现象,干散货船运业及集装箱船运业的船运费下跌,化学品液货船(chemical tanker)的船运费却呈双位数的增长;展望今年与明年,分析师预期,在需求增长比预期快的情况下,船运费有望全面上扬,尤其是亚洲往欧洲的航线。 根据瑞信(Credit Suisse)的最新分析报告,由于需求增长比预期快,再加上一些船运业者在去年过度削减船运费,船运费今年相信会持平(亚洲往美国东岸航线)或回弹(亚洲往欧洲航线)。 由于抱着?羊群式心态?(herd mentality),一些船运业者去年纷纷削减船运费以保住市场份额,不过,随着市场需求提升的步伐加速,这些业者预计将重新调整船运费,以更好地反映市场供求情况。 到了明年,瑞信预期,全球主要船运航线的船运费将会进一步调高,平均增幅为5%。 瑞信及高盛(Goldman Sachs)的分析师也刚刚发表对海皇轮船(NOL)的最新评估,分别给予?表现优于大市?(outperform)及?中立/具吸引力?(neutral/attractive)的投资建议,股票目标价位分别是3.20元及3.30元。 市场人士认为,海皇轮船刚在本月宣布的两项脱售行动,即以2000万元脱售独资子公司OCWS Logistics公司的股权以及以1050万元脱售Trident Districentre(PDPL)的股权,目的是要集中资源拓展核心船运业务,重新回到跑道准备冲刺。 化学品液货船 运费还会节节攀高 另一方面,化学品液货船的船运费去年呈现双位数的增长,分析师预期,化学品液货船的需求非常大,今年的船费还会节节攀高。伦敦的Drewry Shipping顾问预期化学品液货船的船运费今年会上涨超过25%。 这对上市公司Berlian Laju Tanker(简称BLT)而言将是利好消息,因为公司旗下有36艘化学品液货船在全球运行。 分析师预期,即将发表全年业绩的BLT,去年的盈利将创下新高;BLT截至去年9月底的首九个月净利激增193%至1亿1236万美元(约1亿8452万新元),超越前年6000万美元的全年净利。 Mega Capital、金英证券(Kim Eng Securities)以及印尼规模最大的自立银行(Bank Mandiri)旗下的自立证券都建议?吸购?(buy)BLT的股票,其中每股目标价位高达0.43元。 另外,星展唯高达(DBS Vickers)则建议?强力吸购?(strong buy)BLT的股票,每股目标价位高达0.50元。 延续岸外海事、石油与天然气、化工领域去年的强劲增长,分析师普遍预期,这几个表现强劲的领域还有发展的空间,而BLT目前的船队基本上就是负责这些领域的运输工作。集团也准备积极发展其浮式生产储油船(FPSO)的出租业务。 |
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BullRun
Elite |
17-Mar-2007 15:48
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Agreed!!! Vested @28c!! |
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bullrun4ever
Senior |
13-Mar-2007 19:42
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BL poised to gain from chemical rates uptrend!!! |
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