Sektor CPO Angkat IHSG Capai Rekor Baru
http://pasarmodal.inilah.com/read/detail/1472782/sektor-cpo-angkat-ihsg-capai-rekor-baru
Ngebut 29 Poin, IHSG Raih Rekor Baru di 3.849
http://www.detikfinance.com/read/2011/05/02/160718/1630602/6/ngebut-29-poin-ihsg-raih-rekor-baru-di-3849?f9911013
Laba bersih melonjak 89%, saham BMRI tembus rekor baru
http://investasi.kontan.co.id/v2/read/1304307554/66238/Laba-bersih-melonjak-89-saham-BMRI-tembus-rekor-baru
Meski laba melesat 537,88%, Bank Agroniaga tak bagi dividen
http://keuangan.kontan.co.id/v2/read/1304327509/66310/Meski-laba-melesat-53788-Bank-Agroniaga-tak-bagi-dividen
Laba Bersih Lippo Cikarang Melonjak 84,85%
http://economy.okezone.com/read/2011/05/01/278/451979/laba-bersih-lippo-cikarang-melonjak-84-85
Laba Bersih ELTY Menjadi Rp62,9 M di Q1-2011
http://pasarmodal.inilah.com/read/detail/1471592/laba-bersih-elty-menjadi-rp629-m-di-q1-2011
Penjualan tak tumbuh signifikan, laba bersih MRAT hanya naik 4,5% di kuartal I
http://investasi.kontan.co.id/v2/read/1304324872/66301/Penjualan-tumbuh-tipis-laba-bersih-MRAT-hanya-naik-45-di-kuartal-I
Indocement Cetak Laba Bersih Rp867,52 M di Q1-2011
http://pasarmodal.inilah.com/read/detail/1472602/indocement-cetak-laba-bersih-rp86752-m-di-q1-2011
Pendapatan Naik, TMAS Nikmati Laba Rp19,6 M
http://investasi.kontan.co.id/v2/read/1304324872/66301/Penjualan-tumbuh-tipis-laba-bersih-MRAT-hanya-naik-45-di-kuartal-I
Beban melonjak, laba bersih GDYR tergerus 43% di kuartal I
http://investasi.kontan.co.id/v2/read/1304252327/66202/Beban-melonjak-laba-bersih-GDY-tergerus-43-di-kuartal-I
Akhir Maret 2011, laba bersih ABBA melonjak 128%
http://investasi.kontan.co.id/v2/read/1304247851/66197/Akhir-Maret-2011-laba-bersih-ABBA-melonjak-128-
Harga batubara naik 16,3%, kinerja ADRO terselamatkan di kuartal I
http://investasi.kontan.co.id/v2/read/1304239642/66190/Harga-batubara-naik-163-kinerja-ADRO-terselamatkan-di-kuartal-I
Penjualan naik, laba bersih ROTI tumbuh 39,7% di kuartal I
http://investasi.kontan.co.id/v2/read/1304239205/66189/Penjualan-naik-laba-bersih-ROTI-tumbuh-397-di-kuartal-I
Tertopang laba perusahaan asosiasi, laba bersih GZCO naik 82% di kuartal I
http://investasi.kontan.co.id/v2/read/1304234300/66184/Tertopang-laba-perusahaan-asosiasi-laba-bersih-GZCO-naik-82-di-kuartal-I
Bank Bukopin Cetak Laba Rp 155,75 Miliar
http://www.detikfinance.com/read/2011/05/01/131010/1629613/5/bank-bukopin-cetak-laba-rp-15575-miliar
Wijaya Karya Cetak Laba Rp 92 Miliar, Naik 45%
http://www.detikfinance.com/read/2011/04/30/114051/1629176/6/wijaya-karya-cetak-laba-rp-92-miliar-naik-45
Lippo Karawaci Raup Laba Rp 136 Miliar
http://www.detikfinance.com/read/2011/04/30/151039/1629292/6/lippo-karawaci-raup-laba-rp-136-miliar
Laba Telkom Naik Tipis Menjadi Rp 3,82 Triliun
http://www.detikfinance.com/read/2011/04/30/101529/1629144/6/laba-telkom-naik-tipis-menjadi-rp-382-triliun
UNTR akan bagi dividen senilai Rp 270 per saham
http://investasi.kontan.co.id/v2/read/1304328995/66314/UNTR-akan-bagi-dividen-senilai-Rp-270-per-saham
Laba Bersih RAJA Naik Jadi Rp17,8 Miliar
http://pasarmodal.inilah.com/read/detail/1467922/laba-bersih-raja-naik-jadi-rp178-miliar
Pendapatan dan Kurs Ikut Naikan Laba TBLA
http://pasarmodal.inilah.com/read/detail/1467452/pendapatan-dan-kurs-ikut-naikan-laba-tbla
Kuartal I Akhirnya DEWA Raih Laba Rp7,7 Miliar
http://pasarmodal.inilah.com/read/detail/1468132/kuartal-i-akhirnya-dewa-raih-laba-rp77-miliar
BMTR akan buyback 5% saham publik
http://investasi.kontan.co.id/v2/read/1304297400/66214/BMTR-akan-buyback-5-saham-publik
GIAA gunakan laba bersih 2010 untuk kurangi saldo rugi akumulatif
http://investasi.kontan.co.id/v2/read/1304156076/66175/GIAA-gunakan-laba-bersih-2010-untuk-kurangi-saldo-rugi-akumulatif
RX downgrade ICBP menjadi Rp 5.700 dari Rp 6.000
DJ Indonesia April Core Inflation 4.62% On Year Vs 4.45% In March
April CPI -0.31% On Month; Mkt Expected -0.15%, April CPI +6.16% On Year; Mkt Expected +6.32%, April Core Inflation 4.62% On Year Vs 4.45% In March, April CPI -0.31% On Month; Mkt Expected -0.15%, April CPI +6.16% On Year; Mkt Expected +6.32%
Bapepam Will Soon Give Effective Approval To Siam Cement To Buy Keramika Industri Asosiasi; Asks Siam To Make Tender Offer Of Shares In Kias It Doesn't Have.
Bloomberg: Marubeni, Adaro Bid on $3.2 Billion Power Project, Listrik Says
Bloomberg: Mitsui Sumitomo to Invest 7 Trillion Rupiah in Sinar Mas
Hingga Juni 2011, harga batubara kemungkinan akan tertahan di US$ 126 per ton
http://investasi.kontan.co.id/v2/read/1304309207/66245/Hingga-Juni-2011-harga-batubara-kemungkinan-akan-tertahan-di-US-126-per-ton
Osama Tewas Bakal Dukung Penguatan Saham Eropa
http://pasarmodal.inilah.com/read/detail/1471742/osama-tewas-bakal-dukung-penguatan-saham-eropa
April Deflasi, IHSG Sesi I Ditutup Naik 18,7 Poin
http://pasarmodal.inilah.com/read/detail/1471542/april-deflasi-ihsg-sesi-i-ditutup-naik-187-poin
Harga Saham Perdana Jaya Agra Wattie Rp480-670
http://pasarmodal.inilah.com/read/detail/1472392/harga-saham-perdana-jaya-agra-wattie-rp480-670
Konfirmasi Mitsui Sumitomo membuat saham SMMA meroket kencang
http://investasi.kontan.co.id/v2/read/1304321144/66287/Konfirmasi-Mitsui-Sumitomo-buat-saham-SMMA-meroket-ke-level-tertinggi-12-tahun
Dikabarkan ekspansi pabrik, saham AALI melesat tajam
http://investasi.kontan.co.id/v2/read/1304312482/66264/Dikabarkan-ekspansi-pabrik-saham-AALI-melesat-tajam
United Tractors Shareholders Ok IDR465.6/Share Dividend
02 May 2011 Rups Inds, UNTR (United Tractors Shareholders Ok IDR465.6/Share Dividend), AGRO, Pengumuman Data Inflasi, Cum Dev INCO $0.0146
JAKARTA. Rapat Umum Pemegang Saham PT Bank Agroniaga Tbk (AGRO) memutuskan tidak membagikan dividen pada tahun ini. Dari laba bersih AGRO sebesar Rp 14,027 miliar, seluruhnya kembali mengalir ke kocek mereka. "Tahun ini kami tidak bagi dividen karena masih rugi secara kumulatif," kata Direktur Utama Bank Agro Kemas M. Arief, usai RUPS di Jakarta, Senin(2/5). Pada 2010 Bank Agro mencatatkan kenaikan laba hingga 537,88% dari Rp 2,199 miliar pada 2009. Laba ini bersumber dari pendapatan bunga bersih dari Rp 124,069 miliar pada Desember 2009 menjadi Rp 163,216 miliar pada akhir 2010. [ Bernadette Christina Munthe ]
TBLA VS BWPT VS GZCO: TBLA P/E RATIO 8X 2011; BWPT: 17X; GZCO: 10X
TBLA VS BWPT VS GZCO: TBLA ASSETS:3.65 TLN; BWPT: 2.45 TLN; GZCO: 2.1X
TBLA VS BWPT VS GZCO: TBLA: DIVIDEND ESTIMATES IDR18/SHARE; BWPT: 20/SHARE; GZCO 16/SHARE
TBLA VS BWPT VS GZCO: TBLA 2010 SALES IDR2.95 TLN; BWPT: IDR172 BLN; GZCO: 454.52 BLN
Bloomberg: Marubeni, Adaro Bid on $3.2 Billion Power Project, Listrik Says
Bloomberg: Astra Agro Advances Most in 11 Weeks After Report on New Plants
DJ Indonesia April Core Inflation 4.62% On Year Vs 4.45% In March
Indonesia April CPI -0.31% On Month; Mkt Expected -0.15%
Indonesia April CPI +6.16% On Year; Mkt Expected +6.32%
Indonesia April Core Inflation 4.62% On Year Vs 4.45% In March
Indonesia April CPI -0.31% On Month; Mkt Expected -0.15%
Indonesia April CPI +6.16% On Year; Mkt Expected +6.32%
BLOOMBERG: PANIN BANK PRICE EST. CUT TO 965 RUPIAH AT CREDIT SUISSE
BLOOMBERG: XL AXIATA PRICE EST. CUT TO 6,800 RUPIAH AT NOMURA
MACQUARIE RESEARCH
Monday, 02 May, 2011
Indofood CBP - Time to take profits
ICBP has reported a 1Q11A adjusted NPAT of Rp453bn, which was up 14.4% YoY, but only against a relatively easy comp, and was materially (14.7%) below our Rp531bn forecast. The result was also largely flat QoQ (Rp452bn) against a seasonally-weak quarter. Key variances from our forecast were a combination of slightly weaker noodle margins, volumes, and ASPs relative to our expectations (ICBP's noodle division comprised 85% of 1Q11A earnings). As a result, we have lowered our FY11E EPS estimates by 5.5%, reduced our valuation by 5.5% from Rp5,500 to Rp5,200, and also cut our price target to Rp5,700 (from Rp6,000).
ICBP di downgrade sama RX ke 5700 dr 6000
Nnick cashmore from CLSA bilang di cnbc kalo market indonesia masih menarik terutama saham perbankan karena menguatnya rupiah dan stabilnya inflasi
AALI to distribute IDR640/share final dividend
Astra Agro Lestari (AALI-HOLD-IDR23,150-TP:IDR25,000) will distribute final dividend of IDR640/share or 2.8% dividend yield at 9 June 2011. Previously, the company had distributed interim dividend of IDR190/share at 12 November 2010. Total dividend distributed is IDR1.3t which translates to IDR830/share or 65% dividend payout from the company's 2010 net profit of IDR 2.1t. (Investor Daily)
JAKARTA. Pagi ini, saham PT Elang Mahkota Teknologi melaju kencang. Pada pukul 10.01, saham EMTK melonjak 2,50% menjadi Rp 1.640. Aksi beli investor atas saham ini terkait dengan aksi korporasi perusahaan. EMTK berencana membeli sekitar 1,47 miliar saham PT Indosiar Karya Media (IDKM) dari publik melalui tender offer. Adapun harga sahamnya berkisar antara Rp 900 hingga Rp 1.040. [ Barratut Taqiyyah ]
RUMORS: RAJAWALI GROUP PLANS TO BUYA A MJORITY STAKE IN PLANTATION COMPANY TUNAS BARU LAMPUNG (TBLA) IN EFFORTS TO DIVERSIFY ITS INVESTMENT STRATEGY. OM PLATTER, TBLA IS TRADING AT A P/E RATIO OF ONLY 6X 2011 AND PBV 1.9x VS INDUSTRIAL AVERAGE OF 16X AND PBV AVERAGE OF 2.8; TBLA FAIR VALUE FOR ACQUISITION MAY BE AT IDR780.
Grup Sinarmas dikabarkan berminat membeli sebagian porsi kepemilikan saham PT Pudjiadi Prestige Tbk (PUDP). Grup Sinarman berniat mengembangkan bisnis properti lewat akuisisi ini.
Adaro Energy Still challenging, but normalizing - by Erindra Krisnawan (ADRO IJ / ADRO.JK, NEUTRAL - Maintained, Rp2,200- Tgt. Rp2,600, Coal Mining) 1Q11 performance improved from its low in 4Q10 (which was affected by poor weather). Core earnings grew a strong 98% qoq to US$110m, just in line with our expectation at 20% of our FY11 estimate and consensus; we are expecting stronger earnings from the other quarters. While ADRO has underperformed the market and coal peers YTD, it is still the most expensive coal stock in the sector, at 14.8x 2011 P/E (vs. sector average of 13x). Despite improving earnings, the results suggest no real upside to earnings. We thus maintain our earnings estimates and price target of Rp2,600 (NAV-based).
Bank Bukopin Strong earnings - by Mulya Chandra CFA (BBKP IJ / BBKP.JK, OUTPERFORM - Maintained, Rp720- Tgt. Rp1,200, Banks) 1Q11 net profit surged 38% yoy, ahead of our expectation at 26% of our FY11 forecasts, on stronger-than-expected loan growth and improving costs. Average yields improved to 10.3% from 10.1% as the bank shifted its focus to higher-yielding loans, following a sharp drop in Bulog cheap-rice loans in its portfolio. Loans, excluding Bulog cheap-rice loans, surged 38% yoy. More contributions are expected from its new business from Taspen, and the finalisation of the subsidised mortgage programme as well as liaison with Jamsostek. We upgrade our FY11-13 EPS estimates by 7-8%, on improving yield and cost-ratio assumptions.
Summarecon Agung Outreach has begun - by Lydia Toisuta (SMRA IJ / SMRA.JK, NEUTRAL - Maintained, Rp1,260 - Tgt. Rp1,350, Property Dev & Invt) 1Q11 core profit of Rp58bn met our forecast and consensus, at 16% of our FY11 forecast (assuming 18% seasonality for 1Q). However, we have to cut our EPS estimates by 9% for FY11 and 1% for FY12-13 to adjust for higher operating expenses (too conservative previously), partially offset by higher margin estimates for its rental segment. We raise our DCF-based target price to Rp1,350 (WACC 12%) from Rp1,200 on the back of higher margins for rentals. Our new target price implies a 25% discount to RNAV. While the company promises high profitability, investors have factored this in, we believe, going by its recent premium.
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