Tuesday, September 7, 2010

Marco Polo Marine

Marco Polo Marine (MPM): +2.4% n morning session. Secures a one-yr coal shipment contract worth $4m, to provide coal shipment service from Kalimantan to other regions within Indonesia. Total value of recently secured coal shipment contracts stands at $66m, compared to FYSep09 revenue of $55m…

Street rates as Buy, tips MPM as beneficiary of Indonesia’s cabotage rule, which allows only Indonesian flagged vessels to operate in Indonesian waters. Targets range btwn $0.53-0.71.
Stock trades at 7.5x consensus FY10E PE, offers 5.5% FY10E yield.

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