PREMIUM NOTES: Take Profit Pak Lo on MBSS and Blessings on CPO from India, JAKARTA – stock investors Lo Kheng Hong back to the action Take profit or profit taking from one of the issuers of the collection, PT Mitrabahtera Segara Sejati Tbk. (MBSS).

That action is reflected in the movement in Pak Lo’s stake in MBSS, which fell below 5 percent on Wednesday (08/25/2021). The day before the number of shares reached 102.9 million shares or 5.88 percent.

1. Revealed! Lo Kheng Hong Lego All MBSS stock

The weakening of Lo Kheng Hong’s ownership coincided with the arrival of PT Galley Adhika Arnawama as a new shareholder.

Based on data from PT Sentral Efek Indonesia (KSEI) custodian as of Tuesday (Aug. 24), Galley Adhika Arnawama owns 101.81 million MBSS shares. This amount corresponds to 5.82 percent of the property.

On Monday (23.8.) Galley Adhika was not included in the list of MBSS shareholders with a stake of over 5 percent.

You can read the following discussion here.

Workers harvest oil palm in the village of East Rangkasbitung, Lebak, Banten, Tuesday (September 22nd, 2020) ./ ANTARA PHOTO-Muhammad Bagus Khoirunas

2. Good news for CPO from India & attractive prospects LSIP

Weather changes due to the irregular monsoon winds in India offer opportunities for producers of raw palm oil (CPO) and its derivatives. Manufacturing countries CPO like Indonesia and Malaysia have the opportunity to increase the volume of their product exports to Bollywood.

As reported by Bloomberg, Thursday (25.08.), Soybean and grain producers in India are threatened with crop failures. It is well known that soybean oil (Soybean oil) became one of the main competitors of CPO in India. Soybean oil products are one of the basic needs of Indian society.

With the interruption of the soybean harvest, India’s domestic soybean oil supply is likely to decline. The niche left by soybean oil has the potential to be filled by CPO exports from Indonesia and Malaysia.

You can read the continuation of the discussion here.

Tanjung Priok

Atmosphere of Terminal 3 of Tanjung Priok Port, Jakarta, Tuesday (December 1st, 2021) ./ ANTARA PHOTO-Muhammad Adimaja

3. The merger of SOEs into ports is approaching, should you choose IPCM or IPCC shares?

The plan to merge four port state companies has met with a wide response since the beginning of the year. The Ministry of State Enterprises in the Erick Thohir era repeated a decade-old discourse.

The merger of the four port SOEs should be completed in the third quarter of 2021. Of the four names, two of them are PT Jasa Armada Indonesia Tbk. (IPCM) and PT Indonesia vehicle terminal Tbk. (IPCC).

So which of the two issuers is more attractive?

You can read the review here.

Bank Amar

The Tunaiku application is owned by PT Bank Amar Tbk. (AMAR) ./

4. AMAR’s tactic of complying with OJK rules, relying on Tolaram again?

PT Bank Amar Tbk. (AMAR) is one of the mini banks that does not yet meet the requirements of the Financial Services Authority (OJK) with regard to the minimum core capital for commercial banks.

As stated in POJK guideline No. 12/2020, the minimum core capital for commercial banks is IDR 3 trillion with Timeline IDR 1 trillion in 2020, IDR 2 trillion in 2021, and IDR 3 trillion in 2022.

Based on Amar Bank’s financial reports as of June 30, 2021, the bank’s core capital was reported at IDR 1 trillion, with OJK regulations requiring core capital to reach IDR 2 trillion by the end of this year.

AMAR is nevertheless optimistic that it will be able to meet OJK’s requirements for core capital in commercial banks.

The company is preparing various strategies, some of which will be discussed here.

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