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LEAD to book net profit CAGR of 83% for the three years to 2014, spurred by strong fleet expansion to higher-tier vessels. LEAD has relatively young fleet age & lucrative margins. Its strong track record with well-known O&G companies is a precursor for greater things to come. We have a BUY call with TP IDR3,450,.

LEAD to book net profit CAGR of 83% for the three years to 2014, spurred by strong fleet expansion to higher-tier vessels. LEAD has relatively young fleet age & lucrative margins. Its strong track record with well-known O&G companies is a precursor for greater things to come. We have a BUY call with TP IDR3,450,.

SMGR reported robust FY13 sales while its market share rose to 43.9% in Dec 2013 vs Dec 2012’s 40.9%. However, FY14F earnings growth may be slower than originally estimated due to higher electricity costs. As we foresee a time lag between the increasing input cost and a hike in its selling prices, we cut our.

Executive Summary “Logindo Sukses Makmur (Logindo) is expected to book net profit CAGR of 83% for the three years to 2014, spurred by strong fleet expansion to higher tier vessels. The group has a relatively young fleet age and lucrative margins. Its strong track record with well-known O&G companies is a precursor for greater things.

We think that PGAS-Pertagas potential M&A schemes, open-access & unbundling policies” issues is still a rough scheme, therefore needs further study and unlikely to proceed in the mean-term. We like PGAS given its given its rich cash position to cater diversified projects aligned with strengthening its vertical integrated chain. We see that the share price.

We think that PGAS-Pertagas potential M&A schemes, full “open-access & unbundling” proposals are still at a very early stage, thus needs further study & unlikely to proceed in the mean-term. We view that PGAS should maintain its dominance in the industry given its vast experience in the industry to provide solid distribution to cater domestic.

PGAS’ long-term outlook remains bright despite concerns over its short-term gas supply and it is well positioned to venture into other gas-related businesses, as well as undertake upstream takeovers. We maintain our BUY call, with DCF-based IDR6,000 TP unchanged, on its defensive characteristics and project diversification visibility, which is aligned with the strengthening of its.

PGAS’ long-term outlook remains bright despite concerns over its short-term gas supply and it is well positioned to venture into other gas-related businesses, as well as undertake upstream takeovers. We maintain our BUY call, with DCF-based IDR6,000 TP unchanged, on its defensive characteristics and project diversification visibility, which is aligned with the strengthening of its.

While we are still cautious on Indonesia’s short-term equity market outlook owing to economic and political uncertainties, we are of the view that its long-term fundamentals are intact. We foresee 2014 GDP growth dipping to 5.4% while Bank Indonesia (BI) may have to raise the BI rate to 7.75-8.25%. As short-term macroeconomic fundamentals are weak,.

Given its superior fundamentals, Telkom is set to outperform in an uncertain market environment. Investors should accumulate on excessive weakness, given the re-rating catalysts from its tower asset’s IPO in 1H14 and continued market share gains. It is executing well on most fronts while peers are distracted by network and merger challenges. We see a.