Kata pak LKH cuan DKFT lebi gede dari PANI
*Why BKSL?*
*Land Bank Terbesar:*
• Total 14.543 ha, dengan 2.210 ha siap dikembangkan di Sentul City
*Aksesibilitas Kuat:*
• Terhubung Tol Jagorawi, jalur LRT Harjamukti–Bogor, Nambo–Cikarang, Tol Citeureup–Cikampek
*Lokasi Strategis:*
• Didukung kehadiran Presiden Prabowo di Bojong Koneng → percepat pembangunan
*Kolaborasi Investor Asing:*
• Kerja sama dengan AEON, Sumitomo, Panasonic Gobel, Hankyu Hanshin, Genting Malaysia
*Kinerja Keuangan (Outlook FY25–26F)*
• Pendapatan: Tumbuh rata-rata +146% YoY
• EPS: Diproyeksikan naik +1.284% YoY
Disc On
RE/CLC/ITC
2 Mei 2025
*Land Bank Terbesar:*
• Total 14.543 ha, dengan 2.210 ha siap dikembangkan di Sentul City
*Aksesibilitas Kuat:*
• Terhubung Tol Jagorawi, jalur LRT Harjamukti–Bogor, Nambo–Cikarang, Tol Citeureup–Cikampek
*Lokasi Strategis:*
• Didukung kehadiran Presiden Prabowo di Bojong Koneng → percepat pembangunan
*Kolaborasi Investor Asing:*
• Kerja sama dengan AEON, Sumitomo, Panasonic Gobel, Hankyu Hanshin, Genting Malaysia
*Kinerja Keuangan (Outlook FY25–26F)*
• Pendapatan: Tumbuh rata-rata +146% YoY
• EPS: Diproyeksikan naik +1.284% YoY
Disc On
RE/CLC/ITC
2 Mei 2025
Source : Samuel (IF) research report
*TPIA: The Start of The Prosperity*
_Ciptadana Sales Notes_
_4 February 2025_
_Yehezkiel Christian_
*TPIA’s Strategic Syndicated Loan to Accelerate Growth and Boost Revenue Fivefold*
PT Chandra Asri Pacific Tbk. (TPIA), owned by Prajogo Pangestu, has outlined the details of a USD1bn syndicated loan through its joint venture with Glencore Plc, Aster Chemicals & Energy. According to Bloomberg, the loan will be arranged by DBS Bank Ltd. and Oversea-Chinese Banking Corp., with an average tenor of 6.3 years. Aster Chemicals & Energy, a subsidiary of Chandra Asri Petrochemical Group Company Pte. Ltd. (CAPGC) — 80% owned by Chandra Asri Group and 20% by Glencore — will be the primary borrower. The loan is intended to fund further investments following Chandra Asri’s acquisition of Shell Energy and Chemicals Park Singapore (SECP). This strategic move is expected to generate significant revenue growth for TPIA, with CAPGC projected to contribute up to *USD8bn annually, potentially increasing TPIA’s revenue fivefold between 2024 and 2026.*
*IPO to Unlock Synergies and Drive Operational Efficiency*
PT Chandra Asri Pacific Tbk. (TPIA) has been granted National Vital Object (OVNI) status for its petrochemical plant in Ciwandan, Banten, underscoring its pivotal role in bolstering Indonesia’s industrial resilience. This esteemed recognition not only strengthens the plant’s security but also enhances its operational efficiency, helping meet the increasing demand for petrochemical products. Additionally, TPIA is preparing for an initial public offering (IPO) of its infrastructure-focused subsidiary, PT Chandra Daya Investasi, to raise capital for new ventures and improve financial flexibility. The recent acquisition of a refinery will serve as a key source of raw materials, reducing reliance on imports and streamlining the supply chain. The refinery’s cash flow will also support debt repayment and fuel continued expansion, aligning with TPIA’s growth strategy.
*Disclaimer On*
_Ciptadana Sales Notes_
_4 February 2025_
_Yehezkiel Christian_
*TPIA’s Strategic Syndicated Loan to Accelerate Growth and Boost Revenue Fivefold*
PT Chandra Asri Pacific Tbk. (TPIA), owned by Prajogo Pangestu, has outlined the details of a USD1bn syndicated loan through its joint venture with Glencore Plc, Aster Chemicals & Energy. According to Bloomberg, the loan will be arranged by DBS Bank Ltd. and Oversea-Chinese Banking Corp., with an average tenor of 6.3 years. Aster Chemicals & Energy, a subsidiary of Chandra Asri Petrochemical Group Company Pte. Ltd. (CAPGC) — 80% owned by Chandra Asri Group and 20% by Glencore — will be the primary borrower. The loan is intended to fund further investments following Chandra Asri’s acquisition of Shell Energy and Chemicals Park Singapore (SECP). This strategic move is expected to generate significant revenue growth for TPIA, with CAPGC projected to contribute up to *USD8bn annually, potentially increasing TPIA’s revenue fivefold between 2024 and 2026.*
*IPO to Unlock Synergies and Drive Operational Efficiency*
PT Chandra Asri Pacific Tbk. (TPIA) has been granted National Vital Object (OVNI) status for its petrochemical plant in Ciwandan, Banten, underscoring its pivotal role in bolstering Indonesia’s industrial resilience. This esteemed recognition not only strengthens the plant’s security but also enhances its operational efficiency, helping meet the increasing demand for petrochemical products. Additionally, TPIA is preparing for an initial public offering (IPO) of its infrastructure-focused subsidiary, PT Chandra Daya Investasi, to raise capital for new ventures and improve financial flexibility. The recent acquisition of a refinery will serve as a key source of raw materials, reducing reliance on imports and streamlining the supply chain. The refinery’s cash flow will also support debt repayment and fuel continued expansion, aligning with TPIA’s growth strategy.
*Disclaimer On*
1. *Pinjaman Sindikasi Strategis*
• TPIA dan Glencore (melalui JV Aster Chemicals & Energy) memperoleh pinjaman sindikasi USD1 miliar.
• Diatur oleh DBS Bank Ltd. dan OCBC, tenor rata-rata 6,3 tahun.
• Dana akan digunakan untuk ekspansi usai akuisisi Shell Energy and Chemicals Park Singapore (SECP).
• Proyeksi kontribusi pendapatan dari CAPGC: USD8 miliar per tahun.
• Potensi peningkatan pendapatan TPIA: 5 kali lipat antara 2024–2026.
2. *Status Obyek Vital Nasional (OVNI)*
• Pabrik petrokimia TPIA di Ciwandan, Banten, ditetapkan sebagai Obyek Vital Nasional.
• Meningkatkan keamanan dan efisiensi operasional.
• Mendukung ketahanan industri nasional dan peningkatan permintaan petrokimia.
3. *Rencana IPO Anak Usaha*
• TPIA menyiapkan IPO PT Chandra Daya Investasi (anak usaha infrastruktur).
• Tujuan: tambahan modal untuk proyek baru & meningkatkan fleksibilitas keuangan.
4. *Akuisisi Kilang Baru*
• Kilang baru jadi sumber bahan baku utama → mengurangi impor.
• Mendukung efisiensi rantai pasok dan cash flow.
• Arus kas dari kilang akan digunakan untuk bayar utang dan ekspansi lanjutan.
Source: *The Start of The Prosperity*
_Ciptadana Sales Notes_
_4 February 2025_
_*Yehezkiel Christian*_
Summarized by
RE/CLC/ITC
• TPIA dan Glencore (melalui JV Aster Chemicals & Energy) memperoleh pinjaman sindikasi USD1 miliar.
• Diatur oleh DBS Bank Ltd. dan OCBC, tenor rata-rata 6,3 tahun.
• Dana akan digunakan untuk ekspansi usai akuisisi Shell Energy and Chemicals Park Singapore (SECP).
• Proyeksi kontribusi pendapatan dari CAPGC: USD8 miliar per tahun.
• Potensi peningkatan pendapatan TPIA: 5 kali lipat antara 2024–2026.
2. *Status Obyek Vital Nasional (OVNI)*
• Pabrik petrokimia TPIA di Ciwandan, Banten, ditetapkan sebagai Obyek Vital Nasional.
• Meningkatkan keamanan dan efisiensi operasional.
• Mendukung ketahanan industri nasional dan peningkatan permintaan petrokimia.
3. *Rencana IPO Anak Usaha*
• TPIA menyiapkan IPO PT Chandra Daya Investasi (anak usaha infrastruktur).
• Tujuan: tambahan modal untuk proyek baru & meningkatkan fleksibilitas keuangan.
4. *Akuisisi Kilang Baru*
• Kilang baru jadi sumber bahan baku utama → mengurangi impor.
• Mendukung efisiensi rantai pasok dan cash flow.
• Arus kas dari kilang akan digunakan untuk bayar utang dan ekspansi lanjutan.
Source: *The Start of The Prosperity*
_Ciptadana Sales Notes_
_4 February 2025_
_*Yehezkiel Christian*_
Summarized by
RE/CLC/ITC
*Laba Bersih Solusi Sinergi Digital (WIFI) Melonjak Triple Digit pada Kuartal I-2025*
KONTAN.CO.ID - JAKARTA. PT Solusi Sinergi Digital Tbk (WIFI) atau yang dikenal dengan Surge berhasil mencetak kinerja keuangan yang solid sepanjang periode Januari–Maret 2025.
Berdasarkan laporan keuangan per Maret 2024, WIFI mengantongi pendapatan sebesar Rp 231,56 miliar. Ini tumbuh 39,63% secara tahunan atau Year on Year(YoY) dari Rp 139,78 miliar.
Rinciannya, pendapatan konektivitas mengembang 104,4% YoY menjadi Rp 132,4 miliar dan layanan iklan meningkat 30,7% YoY menjadi Rp 99,3 miliar pada kuartal I-2025.
https://investasi.kontan.co.id/news/laba-bersih-solusi-sinergi-digital-wifi-melonjak-triple-digit-pada-kuartal-i-2025
KONTAN.CO.ID - JAKARTA. PT Solusi Sinergi Digital Tbk (WIFI) atau yang dikenal dengan Surge berhasil mencetak kinerja keuangan yang solid sepanjang periode Januari–Maret 2025.
Berdasarkan laporan keuangan per Maret 2024, WIFI mengantongi pendapatan sebesar Rp 231,56 miliar. Ini tumbuh 39,63% secara tahunan atau Year on Year(YoY) dari Rp 139,78 miliar.
Rinciannya, pendapatan konektivitas mengembang 104,4% YoY menjadi Rp 132,4 miliar dan layanan iklan meningkat 30,7% YoY menjadi Rp 99,3 miliar pada kuartal I-2025.
https://investasi.kontan.co.id/news/laba-bersih-solusi-sinergi-digital-wifi-melonjak-triple-digit-pada-kuartal-i-2025
kontan.co.id
Laba Bersih Solusi Sinergi Digital (WIFI) Melonjak Triple Digit pada Kuartal I-2025
PT Solusi Sinergi Digital Tbk (WIFI) mencetak kinerja keuangan yang solid sepanjang periode Januari–Maret 2025.
*Indonesia Investment Education (IIE) is inviting you to a scheduled Zoom meeting*
✅ Speaker:
Rio Rizaldi, CFP
Founder Galerisaham.com
✅ Host:
Rita Efendy
Investment Consultant
Founder - IIE
📌 Topic:
Bottom reversal trading strategy
📅 Date:
*Saturday, 03 May 2025*
⏰ Time:
*1.00 - 2.30 pm*
Agenda:
📌 Presentation/Discussion
📌 Q & A
📌 Technical Review *Tim Research IIE*
Join Zoom Meeting
https://us02web.zoom.us/j/87814935064?pwd=YOaGbT9RkH53iqOSmcHZw4MnNiBZhS.1
Meeting ID: 878 1493 5064
Passcode: 981010
=======
🔻YouTube Live Streaming🔻
https://youtube.com/live/8HQq7EnVhT8?feature=share
**Don’t forget to Follow, Like and Share*
✅ Speaker:
Rio Rizaldi, CFP
Founder Galerisaham.com
✅ Host:
Rita Efendy
Investment Consultant
Founder - IIE
📌 Topic:
Bottom reversal trading strategy
📅 Date:
*Saturday, 03 May 2025*
⏰ Time:
*1.00 - 2.30 pm*
Agenda:
📌 Presentation/Discussion
📌 Q & A
📌 Technical Review *Tim Research IIE*
Join Zoom Meeting
https://us02web.zoom.us/j/87814935064?pwd=YOaGbT9RkH53iqOSmcHZw4MnNiBZhS.1
Meeting ID: 878 1493 5064
Passcode: 981010
=======
🔻YouTube Live Streaming🔻
https://youtube.com/live/8HQq7EnVhT8?feature=share
**Don’t forget to Follow, Like and Share*
Zoom
Join our Cloud HD Video Meeting
Zoom is the leader in modern enterprise cloud communications.
Sabtu jangan lupa webinar dengan Galerisaham dengan Pak Rio bakalan byk insight menarik bagaimana beli saham pas jatuh banyak dan rebound kenceng
*Indonesia Investment Education (IIE) is inviting you to a scheduled Zoom meeting*
✅ Speaker:
Rio Rizaldi, CFP
Founder Galerisaham.com
✅ Host:
Rita Efendy
Investment Consultant
Founder - IIE
📌 Topic:
Bottom reversal trading strategy
📅 Date:
*Saturday, 03 May 2025*
⏰ Time:
*1.00 - 2.30 pm*
Agenda:
📌 Presentation/Discussion
📌 Q & A
📌 Technical Review *Tim Research IIE*
Join Zoom Meeting
https://us02web.zoom.us/j/87814935064?pwd=YOaGbT9RkH53iqOSmcHZw4MnNiBZhS.1
Meeting ID: 878 1493 5064
Passcode: 981010
=======
🔻YouTube Live Streaming🔻
https://youtube.com/live/8HQq7EnVhT8?feature=share
**Don’t forget to Follow, Like and Share*
✅ Speaker:
Rio Rizaldi, CFP
Founder Galerisaham.com
✅ Host:
Rita Efendy
Investment Consultant
Founder - IIE
📌 Topic:
Bottom reversal trading strategy
📅 Date:
*Saturday, 03 May 2025*
⏰ Time:
*1.00 - 2.30 pm*
Agenda:
📌 Presentation/Discussion
📌 Q & A
📌 Technical Review *Tim Research IIE*
Join Zoom Meeting
https://us02web.zoom.us/j/87814935064?pwd=YOaGbT9RkH53iqOSmcHZw4MnNiBZhS.1
Meeting ID: 878 1493 5064
Passcode: 981010
=======
🔻YouTube Live Streaming🔻
https://youtube.com/live/8HQq7EnVhT8?feature=share
**Don’t forget to Follow, Like and Share*
Zoom
Join our Cloud HD Video Meeting
Zoom is the leader in modern enterprise cloud communications.
Reminder :
Memasuki bulan mei, siang hr ini kita bljar strategy cari bottom suatu saham.
Memasuki bulan mei, siang hr ini kita bljar strategy cari bottom suatu saham.