November 2019: Happy Cuan Again in Oct As Astrocycle Rules vs Earning Seasons, Fundamental Economy & Event (Trade Wars, Brexit, Indonesia GDP - CAD - BI 7D Rate)
Anggota baru JII dan JII70
Gimana Tren IHSG di Akhir Tahun?
https://www.cnbcindonesia.com/market/20191129141214-17-119066/sentuh-level-di-bawah-6000-gimana-tren-ihsg-di-akhir-tahun?fbclid=IwAR0sXVgQckbmEqpPVrl1RDsztyxT85IOPnFKdyxd7NQzegpLCZvyriUXYXE
https://www.cnbcindonesia.com/market/20191129141214-17-119066/sentuh-level-di-bawah-6000-gimana-tren-ihsg-di-akhir-tahun?fbclid=IwAR0sXVgQckbmEqpPVrl1RDsztyxT85IOPnFKdyxd7NQzegpLCZvyriUXYXE
Potensi Cuan & Risiko 4 instrumen
https://www.cnbcindonesia.com/investment/20191127074655-21-118250/bisa-cuan-mendadak-di-4-instrumen-ini-tapi-ingat-risikonya?fbclid=IwAR1FzK_9l3C6rzJSN2sQfEzgbiuniywykLJ1vV02vO3mzvsqbjo4KcVHnKg
https://www.cnbcindonesia.com/investment/20191127074655-21-118250/bisa-cuan-mendadak-di-4-instrumen-ini-tapi-ingat-risikonya?fbclid=IwAR1FzK_9l3C6rzJSN2sQfEzgbiuniywykLJ1vV02vO3mzvsqbjo4KcVHnKg
Rekomendasi JSKY PURE SQMI capai target (25-27 Nov), now MAMI TP 392 & BRPT TP 1.400 done
Return 9 sektor di IHSG sejak Januari 2019.
(Outperform jika di atas 0: Infra Properti Finance Industri Dasar);
Underperform jika di bawah 0: Agri Mining Trading Consumer Aneka Industri).
(Outperform jika di atas 0: Infra Properti Finance Industri Dasar);
Underperform jika di bawah 0: Agri Mining Trading Consumer Aneka Industri).
Kinerja saham yang mengalami kenaikan (ARTO +1.200%, PICO +1.440%, POLL +800%, ASSA cleo DMAS ISSP GIAA MASA MPRO BRPT INTD DWGL di range 100 - 200% dll) sejak Januari 2019. Di tambah next week rilis CTASaham by simple counting wave yang terbukti hingga saat ini (chart 2 Okt & 8 Nov).
Indonesia Stocks Fall to Six-Month Low on Mutual Funds Worries
(Bloomberg) -- Jakarta Composite Index drops 1.2% to lowest since May 22 as retail investors redeemed their investments in certain mutual funds, according to John Teja, director at Ciptadana Sekuritas, and Samuel Sekuritas analyst Suria Dharma.
- Recent drops in several small-cap stocks have led to significant decline in net asset value of some mutual funds, Teja says on Thursday
- “This has raised concerns among retail investors, which led to redemption of some mutual-funds products and dragged down the overall market”
- Decline in JCI triggered by investors’ concerns over problems faced by several mutual funds, Samuel Sekuritas’s Dharma says
- NOTE: Kontan newspaper previously reported liquidation of several mutual funds, as ordered by the Financial Services Authority
- Bank Rakyat Indonesia -2.9%, biggest drag for benchmark gauge; United Tractors -3.2%; Semen Indonesia -3.1%
Parah! IHSG Ambles di Bawah 6.000, Terendah Sejak Mei
Dua Reksa Dana Top Ini Dikabarkan Lagi Bermasalah
JCI’s 6,500 Target Delayed By Year on ‘Fragile’ Commodities: CS
(Bloomberg) -- Credit Suisse delayed its 6,500 target for the Jakarta Composite Index until next year, saying a price rally in commodities remains fragile amid weak global growth.
- JCI little changed at 6,024.18 as of 9:48 a.m. in Jakarta Thursday
- 2019 target for JCI cut to 6,250 from 6,500 amid “severe revenue deceleration” due to adjustments in commodity prices
- EPS seen flat in 2019
- 2020 target based on forward EPS growth of 8% in 2020E/2021E
- Credit Suisse recommends continued industry story recovery, such as Semen Indonesia, and strong companies with low expectations, such as United Tractors and Bukit Asam
- Fundamentals of Astra International may bottom out this year, while Mitra Adiperkasa becomes top pick for consumer sector
- Investors recommended to avoid banking in 2020 due to still-high expectations for loan growth and earnings
Ramayana Ends 7-Day Drop as Indo Premier Says Shares Too Cheap
(Bloomberg) -- Ramayana Lestari Sentosa gains as much as 5.3%, the steepest intraday advance since Oct. 8, after losing 16% in the seven days through Wednesday. Indo Premier analysts Kevie Aditya and Elbert Setiadharma say the shares have become too cheap to ignore.
- Plunge sent Ramayana valuation to 9.6x its 12-month projected earnings, the lowest since Dec. 2011, according to data compiled by Bloomberg
- Indo Premier maintains buy call on Ramayana but lowers its target price to 1,200 rupiah from 1,600 rupiah
- Increase in sales productivity and flat margins show Ramayana fundamentals remain resilient despite unfavorable macroeconomic conditions
- Still, Indo Premier expects “lackluster shopping appetite” among Indonesian consumers to stay
- NOTE: Nov. 15, Indonesian Consumer Stocks Downgraded to Neutral at CGS- CIMB
- NOTE: Nov. 14, Indonesian Retailers at Risk as Startups May Cut Discounts: CIMB
ASIA COAL: China Futures Hold Near Three-Week Low on Weak Demand
(Bloomberg) -- Thermal coal for January +0.2% to 547 yuan/ton on Zhengzhou Commodity Exchange as of 10:49am local time, holding near lowest in about three weeks.
- Futures -1.4% so far this week
- “Demand is lower than expected, transactions are weak and prices lack support,” Huatai Futu
Tagar #BoikotSampoerna Bikin Geger Twitter, Investor Saham HM Sampoerna Ketar-Ketir!
https://www.wartaekonomi.co.id/read258424/tagar-boikotsampoerna-bikin-geger-twitter-investor-saham-hm-sampoerna-ketar-ketir.html
United Tractors Cut to Sell at Maybank; PT IDR20,000
(Bloomberg) -- Maybank Kim Eng analyst Isnaputra Iskandar cut the recommendation on United Tractors Tbk PT to sell from hold.
PT set to IDR20,000, implies a 6.4% decrease from last price. United Tractors average PT is IDR25,829.54.
Analysts decreased their consensus one-year target price for the stock by 16% in the past three months. Targets range from IDR19,000 to IDR42,000
United Tractors had 20 buys, 10 holds, 3 sells previously: Bloomberg data
Palm Oil on Track for Biggest Drop in 6 Months on Weaker Soyoil
SQMI: Technical Analysis by CTASaham.
Trend Short Term: Netral (Selama above 280)
Trend Med Term: Bearish (Selama below 406)
Selama di atas 280/196 support, SQMI berpeluang menuju 352/372/406/525. Below 270/196, peluang menuju 158/110. Use trailing & stop loss tight.
PURE: Technical Analysis by CTASaham.
Trend Short Term: Bearish (Selama below 510)
Trend Med Term: Bearish (Selama below 678)
Selama di atas 240 support, PURE berpeluang menuju 376/452/510. Below 240/280, peluang menuju 186/148/98. Use trailing & stop loss tight.
DFAM: Technical Analysis by CTASaham.
Trend Short Term: Bearish (Selama below 470)
Trend Med Term: Bearish (Selama below 700)
Selama di atas 340 support, DFAM berpeluang menuju 540/620/760. Below 340, peluang menuju 290/254/176. Use trailing & stop loss tight.
JSKY: Technical Analysis by CTASaham.
Trend Short Term: Bearish (Selama below 300-310)
Trend Med Term: Bearish (Selama below 590)
Selama di atas 176 support, JSKY berpeluang menuju 212/276 (5D MA)/310. Below 176, peluang menuju 142/89. Use trailing & stop loss tight.
Mitra Adiperkasa’s Unit to Start Selling iPhone 11 From Dec. 6
(Bloomberg) -- Digimap will begin selling iPhone 11 and iPhone 11 Pro at all of its stores, the Indonesian retailer says in stock exchange filing.
Adaro Energy Rises Most in a Week After Jump in 9-Mo. Net Income- Prices of iPhone 11 and iPhone 11 Pro set from 13m rupiah
(Bloomberg) -- Shares of the Indonesian coal miner surged by as much as 2.7%, parings its weekly loss to 1.1%.
Vale Indonesia Raised to Buy at Mirae Asset Daewoo; PT IDR4,225- NOTE: Adaro Energy Nine Month Net Income $406 Mln, +30% Y/y
Pakuwon Jati Raised to Buy at Maybank; PT IDR670
(Bloomberg) -- Maybank Kim Eng analyst Aurellia Setiabudi raised the recommendation on Pakuwon Jati Tbk PT to buy from hold.
- PT set to IDR670, implies a 14% increase from last price. Pakuwon Jati average PT is IDR736.44.
- Analysts decreased their consensus one-year target price for the stock by 3.5% in the past three months. Targets range from IDR600 to IDR830
- Pakuwon Jati had 17 buys, 8 holds, 0 sells previously: Bloomberg data
(Bloomberg) -- Mirae Asset Daewoo Co.,Ltd. analyst Andy Gunawan raised the recommendation on Vale Indonesia Tbk PT to buy from under review.
Range prediksi IHSG untuk akhir tahun 2019: 6.000 - 6.700. CTASaham tidak merubah prediksi IHSG sejak Desember 2018 (posting Januari & Juni 2019). Semoga window dressing bisa mengangkat IHSG di atas penutupan 2018 di 6.197 & diatas M.A di 6.250-6.300. - PT set to IDR4,225, implies a 27% increase from last price. Vale Indonesia average PT is IDR4,301.54.
- Analysts raised their consensus one-year target price for the stock by 13% in the past three months. Targets range from IDR2,900 to IDR5,500
- Vale Indonesia had 13 buys, 6 holds, 0 sells previously: Bloomberg data
Antam Raised to Buy at Mirae Asset Daewoo; PT IDR1,365
(Bloomberg) -- Mirae Asset Daewoo Co.,Ltd. analyst Andy Gunawan raised the recommendation on Aneka Tambang Tbk to buy from trading buy.
- PT set to IDR1,365, implies a 66% increase from last price. Antam average PT is IDR1,211.11.
- Analysts decreased their consensus one-year target price for the stock by 0.6% in the past three months. Targets range from IDR1,000 to IDR1,365
- Antam had 13 buys, 1 hold, 0 sells previously: Bloomberg data
Bank Tabungan Negara Cut to Sell at OCBC Sekuritas; PT IDR1,450
(Bloomberg) -- OCBC Sekuritas analyst Isfhan Helmy cut the recommendation on Bank Tabungan Negara Persero Tbk PT to sell from buy.
- PT set to IDR1,450, implies a 31% decrease from last price. Bank Tabungan Negara average PT is IDR2,223.38.
- Analysts decreased their consensus one-year target price for the stock by 18% in the past three months. Targets range from IDR1,450 to IDR4,200
- Bank Tabungan Negara had 12 buys, 7 holds, 2 sells previously: Bloomberg data
Pejabat China Pesimistis, IHSG Berpotensi Memerah Hari Ini
https://www.cnbcindonesia.com/market/20191119081556-17-116186/pejabat-china-pesimistis-ihsg-berpotensi-memerah-hari-ini
Restrukturisasi Utang KRAS, Hingga DBS Batal Beli Permata
https://www.cnbcindonesia.com/market/20191119072701-17-116178/restrukturisasi-utang-kras-hingga-dbs-batal-beli-permata
Ada Apa dengan IHSG, Asing Sudah Kabur Rp 5,2 T Sebulan
https://www.cnbcindonesia.com/market/20191118203252-17-116162/ada-apa-dengan-ihsg-asing-sudah-kabur-rp-52-t-sebulan
Week Ahead: Volatility To Rise After Robust Risk Rally But No Trade Accord
https://www.investing.com/analysis/week-ahead-volatility-to-rise-after-robust-risk-rally-but-no-trade-accord-200485832
Commodities Week Ahead: Algos To Keep Oil Up; Gold To Provide Hedge To Trade Hype
https://www.investing.com/analysis/commodities-week-ahead-algos-to-keep-oil-up-gold-to-provide-hedge-to-trade-hype-200485918
Jasa Marga Raised to Overweight at JPMorgan; PT IDR6,500
(Bloomberg) -- J.P. Morgan analyst Indra Cahya raised the recommendation on Jasa Marga Persero Tbk PT to overweight from neutral.
PT set to IDR6,500, implies a 28% increase from last price. Jasa Marga average PT is IDR6,605.31.
Analysts raised their consensus one-year target price for the stock by 2.2% in the past three months. Targets range from IDR4,900 to IDR7,500
Jasa Marga had 15 buys, 5 holds, 0 sells previously: Bloomberg data
Bank Tabungan Negara Raised to Buy at Ciptadana; PT IDR2,200
(Bloomberg) -- Ciptadana Sekuritas analyst Erni Siahaan raised the recommendation on Bank Tabungan Negara Persero Tbk PT to buy from hold.
PT set to IDR2,200, implies a 15% increase from last price. Bank Tabungan Negara average PT is IDR2,238.27.
Analysts decreased their consensus one-year target price for the stock by 17% in the past three months. Targets range from IDR1,500 to IDR4,200
Bank Tabungan Negara had 12 buys, 8 holds, 1 sell previously: Bloomberg data
United Tractors Reinstated Hold at BCA Sekuritas; PT IDR23,500
(Bloomberg) -- BCA Sekuritas reinstated coverage of United Tractors Tbk PT with a recommendation of hold.
PT set to IDR23,500, implies a 3.9% increase from last price. United Tractors average PT is IDR26,200.
Analysts decreased their consensus one-year target price for the stock by 17% in the past three months. Targets range from IDR19,000 to IDR42,000
United Tractors had 20 buys, 9 holds, 3 sells previously: Bloomberg data
United Tractors reported earnings and sales that topped estimates for the quarter on Oct. 31.
Waskita Karya Raised to Buy at UOB Kay Hian; PT IDR1,720
(Bloomberg) -- UOB Kay Hian analyst Arandi Ariantara raised the recommendation on Waskita Karya Persero Tbk PT to buy from sell.
PT set to IDR1,720, implies a 18% increase from last price. Waskita Karya average PT is IDR2,107.50.
Analysts decreased their consensus one-year target price for the stock by 7.1% in the past three months. Targets range from IDR1,400 to IDR4,870
Waskita Karya had 14 buys, 10 holds, 1 sell previously: Bloomberg data
Waskita Karya reported earnings that trailed estimates for the quarter on Oct. 31.
Erajaya Revises Down New Outlet Target for 2019: Kontan
(Bloomberg) -- The electronics distributor seen opening 190-200 of new outlets this year, well below its previous target of 300 due to difficulty to find space, Kontan reports, citing Director Marketing and Communications of Erajaya Group Djatmiko Wardoyo.
Erajaya has a total of 1,054 outlets as of Aug., compared to 900 outlets in 2018
Company targets to book 30t rupiah of revenue this year
Indonesian Consumer Stocks Downgraded to Neutral at CGS-CIMB
(Bloomberg) -- Indonesian consumer staples stocks were lowered from overweight amid weaker purchasing power outlook for 2020 due to reduced social assistance from the government and higher living costs from price increases in some basic goods, according to CGS-CIMB.
Disposable income growth among Indonesians are expected to slow down due to challenging economic growth next year, analyst Patricia Gabriela writes in report
Behavior of “millennial” consumers and e-commerce have disrupted competitive landscape
Top stock picks in the industry are Indofood Sukses Makmur, Kalbe Farma and Sido Muncul
NOTE: Indonesian Retailers at Risk as Startups May Cut Discounts: CIMB
NOTE: Positive Prospects Remain for Indonesia Consumer Stocks in 2020
Bank Tabungan Negara PT Cut to IDR1,864 at Morgan Stanley
(Bloomberg) -- Morgan Stanley analyst Mulya Chandra cut the target on Bank Tabungan Negara Persero Tbk PT to IDR1,864 from IDR2,035. Maintains equal-weight rating.
New PT implies a 1.6% increase from last price. Bank Tabungan Negara average PT is IDR2,294.15.
Analysts decreased their consensus one-year target price for the stock by 14% in the past three months. Targets range from IDR1,800 to IDR4,200
Bank Tabungan Negara had 10 buys, 9 holds, 0 sells: Bloomberg data
Palm Oil Drops to One-Week Low as Premium Over Gasoil Weighs
(Bloomberg) -- Palm oil futures surrendered an early advance to decline to the lowest level in more than a week as the product’s premium over gasoil weighed on discretionary demand in biofuel. While the premium shrank for a third day, it’s still around $25 a ton compared with an average discount of $68 over the past year.
BNP Paribas Likes Indonesia, Philippine Stocks on Growth Outlook
(Bloomberg) -- BNP Paribas Asset Management says it’s constructive on Asian stocks as policy makers are likely to deploy further stimulus, and counts Indonesia and the Philippines as top picks, according to Felix Lam, senior portfolio manager for APAC equities.
Positive outlook supported by attractive valuations, expectations for deeper interest-rate cuts and Asia growth surpassing other regions
BNP Paribas Asset Management is overweight Philippine and Indonesian shares as economic growth is underpinned by strong domestic demand as well as an improving political and business outlook
Near-term concern in the Philippines is lenders’ asset quality after policy tightening last year; in Indonesia, focus is on tight liquidity in banking system and industry consolidation
Erick Thohir Evaluasi Direksi, Asing Kabur dari Saham BUMN
https://www.cnbcindonesia.com/market/20191113134531-17-114942/erick-thohir-evaluasi-direksi-asing-kabur-dari-saham-bumn
Mana yang Lebih Cuan; Emas, Saham, atau Reksa Dana?
https://www.cnbcindonesia.com/investment/20191113124537-21-114914/mana-yang-lebih-cuan-emas-saham-atau-reksa-dana
Setop Ekspor Nikel Disepakati, Saham Emiten Mineral Melejit!
https://www.cnbcindonesia.com/market/20191113125334-17-114917/setop-ekspor-nikel-disepakati-saham-emiten-mineral-melejit
Simak! Deretan Saham yang Dilepas & Diburu Asing Selama Ytd
https://www.cnbcindonesia.com/market/20191113101933-17-114852/simak-deretan-saham-yang-dilepas-diburu-asing-selama-ytd
Setelah IHSG naik lagi, cek PER dan PBV 20 saham LQ45 ini
https://investasi.kontan.co.id/news/setelah-ihsg-naik-lagi-cek-per-dan-pbv-20-saham-lq45-ini?page=all
IHSG naik, 3 saham LQ45 dengan PER terendah ini ketinggalanhttps://investasi.kontan.co.id/news/ihsg-naik-3-saham-lq45-dengan-per-terendah-ini-ketinggalan
Tren Suku Bunga Rendah, Jadi Pilih Saham Apa?
https://www.cnbcindonesia.com/market/20191113153005-17-115008/tren-suku-bunga-rendah-jadi-pilih-saham-apa
Kalbe Farma Bikin Anak Usaha Digital, Saham KLBF Malah Jatuh
https://www.cnbcindonesia.com/market/20191113150526-17-115005/kalbe-farma-bikin-anak-usaha-digital-saham-klbf-malah-jatuh
Luhut Sebut Ada Investasi Rp 890 T, Ini Daftar Proyeknya
https://www.cnbcindonesia.com/news/20191113140025-4-114954/luhut-sebut-ada-investasi-rp-890-t-ini-daftar-proyeknya
Laba PT Resources Alam Naik Jadi US$4,7 Juta
https://pasarmodal.inilah.com/read/detail/2553692/laba-pt-resources-alam-naik-jadi-us47-juta
Indo Tambangraya Cut to Hold at DBS Bank; PT IDR14,000
(Bloomberg) -- DBS Bank analyst William Simadiputra cut the recommendation on Indo Tambangraya Megah Tbk PT to hold from buy.
PT set to IDR14,000, implies a 8.9% increase from last price. Indo Tambangraya average PT is IDR15,449.09.
Analysts decreased their consensus one-year target price for the stock by 26% in the past three months. Targets range from IDR9,500 to IDR35,700
Indo Tambangraya had 8 buys, 7 holds, 4 sells previously: Bloomberg data
Indo Tambangraya reported earnings that trailed estimates for the quarter on Nov. 12.
CP Indonesia Cut to Sell at UOB Kay Hian; PT IDR5,900
(Bloomberg) -- UOB Kay Hian analyst Benyamin Mikael cut the recommendation on Charoen Pokphand Indonesia Tbk PT to sell from hold.
PT set to IDR5,900, implies a 18% decrease from last price. CP Indonesia average PT is IDR5,275.
Analysts raised their consensus one-year target price for the stock by 14% in the past three months. Targets range from IDR4,100 to IDR8,050
CP Indonesia had 1 buy, 6 holds, 6 sells previously: Bloomberg data
Indosat Raised to Buy at BCA Sekuritas; PT IDR4,000
(Bloomberg) -- BCA Sekuritas analyst Aditya Prakasa raised the recommendation on Indosat Tbk PT to buy from hold.
PT set to IDR4,000, implies a 17% increase from last price. Indosat average PT is IDR3,675.
Analysts raised their consensus one-year target price for the stock by 23% in the past three months. Targets range from IDR2,080 to IDR7,000
Indosat had 13 buys, 6 holds, 7 sells previously: Bloomberg data
Indosat reported sales that trailed estimates for the quarter on Nov. 5.
Bank Negara Indonesia Cut to Neutral at Citi; PT IDR8,400
(Bloomberg) -- Citi cut the recommendation on Bank Negara Indonesia Persero Tbk PT to neutral from buy.
PT set to IDR8,400, implies a 9.4% increase from last price. Bank Negara Indonesia average PT is IDR9,011.28.
Analysts decreased their consensus one-year target price for the stock by 11% in the past three months. Targets range from IDR7,500 to IDR10,600
Bank Negara Indonesia had 23 buys, 7 holds, 1 sell previously: Bloomberg data
Bank Negara Indonesia reported earnings that topped estimates for the quarter on Oct. 24.
Bank Mandiri Raised to Buy at Citi; PT IDR8,300
(Bloomberg) -- Citi raised the recommendation on Bank Mandiri Persero Tbk PT to buy from neutral.
PT set to IDR8,300, implies a 17% increase from last price. Bank Mandiri average PT is IDR8,710.69.
Analysts decreased their consensus one-year target price for the stock by 1.7% in the past three months. Targets range from IDR7,500 to IDR10,100
Bank Mandiri had 26 buys, 5 holds, 0 sells previously: Bloomberg data
Bank Mandiri reported earnings that topped estimates for the quarter on Oct. 29.
Japfa Comfeed Can Gain Poultry Market Share on Investment Push
Indonesia Oct. Domestic Cement Sales Rise 1.9% Y/y to 7.3M Tons
(Bloomberg) -- Sales rose from 7.2m tons in same period a year ago, state cement maker Semen Indonesia says in statement on website.
Jan.-Oct. domestic cement sales -1.5% Y/y to 56.1m tons
Oct.’s exports +43.2% Y/y to 659,513 tons
Jan.-Oct. exports +17% Y/y to 5.4m tons
Semen Indonesia’s total Oct. group sales +41% Y/y to 4.8m tons
Jan.-Oct. total group sales +26% Y/y to 34.3m tons
*SEMEN INDONESIA'S OCT. CEMENT SALES RISE 41% Y/Y TO 4.8M TONS
Industri Jamu Rated New Add at CIMB; PT IDR1,500
(Bloomberg) -- CIMB initiated coverage of Industri Jamu Dan Farmasi Sido Muncul Tbk PT with a recommendation of add.
PT set to IDR1,500, implies a 27% increase from last price. Industri Jamu average PT is IDR1,333.33.
Analysts raised their consensus one-year target price for the stock by 14% in the past three months. Targets range from IDR610 to IDR1,500
Industri Jamu had 7 buys, 4 holds, 0 sells previously: Bloomberg data
Indo Tambangraya Nine Month Net Income $101.2 Mln, -49% Y/y
(Bloomberg) -- Indo Tambangraya reported net income for the nine month period of $101.2 million, -49% y/y.
9M revenue $1.3 billion, -8.1% y/y
NOTE:
9 buys, 7 holds, 5 sells
Surya Citra Cut to Hold at Panin Sekuritas; PT IDR1,280
(Bloomberg) -- Panin Sekuritas analyst Rendy Wijaya cut the recommendation on Surya Citra Media Tbk PT to hold from buy.
PT set to IDR1,280, implies a 8.9% increase from last price. Surya Citra average PT is IDR1,513.33.
Analysts decreased their consensus one-year target price for the stock by 22% in the past three months. Targets range from IDR1,150 to IDR3,550
Surya Citra had 9 buys, 3 holds, 1 sell previously: Bloomberg data
Summarecon Agung Raised to Buy at PT Sinarmas Sekuritas
(Bloomberg) -- PT Sinarmas Sekuritas analyst Richardson Raymond raised the recommendation on Summarecon Agung Tbk PT to buy from neutral.
PT set to IDR1,400, implies a 20% increase from last price. Summarecon Agung average PT is IDR1,400.65.
Analysts raised their consensus one-year target price for the stock by 4.8% in the past three months. Targets range from IDR610 to IDR1,700
Summarecon Agung had 17 buys, 10 holds, 2 sells previously: Bloomberg data
Summarecon Agung reported sales that trailed estimates for the quarter on Oct. 30.
CP Indonesia Cut to Sell at Kresna Graha Sekurindo; PT IDR6,400
(Bloomberg) -- Kresna Securities analyst Timothy Gracianov cut the recommendation on Charoen Pokphand Indonesia Tbk PT to sell from hold.
PT set to IDR6,400, implies a 16% decrease from last price. CP Indonesia average PT is IDR5,252.73.
Analysts raised their consensus one-year target price for the stock by 14% in the past three months. Targets range from IDR4,100 to IDR8,050
CP Indonesia had 1 buy, 8 holds, 5 sells previously: Bloomberg data
Japfa Comfeed Raised to Buy at Kresna Graha Sekurindo
(Bloomberg) -- Kresna Securities analyst Timothy Gracianov raised the recommendation on Japfa Comfeed Indonesia Tbk PT to buy from hold.
PT set to IDR1,970, implies a 14% increase from last price. Japfa Comfeed average PT is IDR1,864.58.
Analysts raised their consensus one-year target price for the stock by 8.5% in the past three months. Targets range from IDR1,000 to IDR3,100
Japfa Comfeed had 10 buys, 6 holds, 1 sell previously: Bloomberg data
Palm Oil May Climb to 2,700 Ringgit Before Correcting: Trader
(Bloomberg) -- Palm oil futures have potential to climb to 2,700 ringgit/ton before sliding due to profit-taking, according to Gnanasekar Thiagarajan, head of trading and hedging strategies at Kaleesuwari Intercontinental.
Palm faces resistance at 2,670 ringgit and 2,710 ringgit; support seen at 2,650 ringgit and 2,510 ringgit
NOTE: Palm for Jan. delivery rises as much as 3.3% to 2,657 ringgit/ton on Monday, the highest level for most-active contract since November 2017
NOTE: Palm Oil Prices Surge to Two-Year Peak on Bullish Malaysian Data
If prices unexpectedly rise past 2,710 ringgit, the next resistance based on long-term falling trend line will be at 2,760-2,765 ringgit/ton, he says
This is not a favored scenario as palm is “already extremely overbought”
The faster the rise is without any correction, palm could see equally sharp retracement subsequently: Thiagarajan
Berikut analisa Fundamental & Teknikal (bullish pattern saja) saham yang baru masuk indeks MSCI untuk periode 23 Nov. Sebelumnya saham prediksi CTASaham 6 Nov, di antaranya telah break out 📈 anomali dengan kinerja IHSG.
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Ini Saham-saham Baru Penghuni Indeks MSCI Indonesia!
https://www.cnbcindonesia.com/market/20191108082919-17-113646/ini-saham-saham-baru-penghuni-indeks-msci-indonesia?fbclid=IwAR19kMghDWt5eTPaaMpHs4aWuli7fHpCkNdPhYJm_HvA2whAIoSI5Hu8vU8
8 Anggota Baru Indeks MSCI Indonesia, Bagaimana Kinerjanya?
https://www.cnbcindonesia.com/market/20191108171932-17-113862/8-anggota-baru-indeks-msci-indonesia-bagaimana-kinerjanya?fbclid=IwAR1LQqghZOk7rjRZBgw_hMTe6dGyxqtuELJtxZSWsdcWPn1rbRqAGqhpWqs
_______________________
ACES Naik Kelas Sementara RIMO Jadi Penghuni Baru, Ini Hasil Kocok Ulang Indeks MSCI
https://insight.kontan.co.id/news/aces-naik-kelas-sementara-rimo-jadi-penghuni-baru-ini-hasil-kocok-ulang-indeks-msci?fbclid=IwAR13CRn3eamhLIjKKqxmOVbQ_3MaOXXpBKszrpVkISQLI9eLRXFZaahXgtg
Week Ahead: Markets Will Seesaw On Contradictory Trade Rhetoric; USD To Rise
IHSG jatuh ke level terendah satu bulan
Cadangan Devisa RI Lompat US$ 2,4 M
Efek IHSG dark cloud candle, Finance Double Top, but near Oversold
Kombinasi analisa fundamental (PE Ratio) & analisa teknikal yang bisa menghasilkan outlook yang berbeda baik untuk jangka pendek hingga jangka panjang. Gunakan risk management dengan risk reward di sesuaikan dengan kebutuhan.
Saham dari indeks LQ45 dengan PER terendah https://lnkd.in/fkHPvZE
Week Ahead: Stocks To Remain Volatile On New Highs, Trade Pact Anticipationhttps://www.investing.com/analysis/week-ahead-stocks-to-remain-volatile-on-new-highs--trade-pact-anticipation-200481606
IHSG Terburuk di Asia, Tapi Ada Saham Cuan 100%
https://cnbcindonesia.com/market/20191103102724-17-112246/ihsg-terburuk-di-asia-tapi-ada-saham-cuan-hingga-100
Terburuk di Asia, Asing Kabur Rp 1,7 T, ke Mana Arah IHSG?
https://cnbcindonesia.com/market/20191103095152-17-112245/terburuk-di-asia-asing-kabur-rp-17-t-ke-mana-arah-ihsg
BREAKING NEWS!
Gas Negara Set for Biggest 2-Day Loss Since 2008 on Price Review
(Bloomberg) -- Shares of the Indonesian gas distributor drop as much as 7.1% after President Joko Widodo calls for review of local gas prices on Friday.
- Stock extend 2-day loss to 19%, most since Oct. 2008
- NOTE: Indonesian President Jokowi Asks Ministry to Review Gas Prices
Punya Nyali Main Saham "Kolesterol", Simak Kinerjanya https://cnbcindonesia.com/market/20191030104558-17-111248/punya-nyali-main-saham-kolesterol-mari-simak-kinerjanya?utm_source=twitter&utm_medium=oa&utm_content=cnbcindonesia&utm_campaign=cmssocmed
Simak Tips Masuk Saham Gorengan, Biar Ga Tekor! https://cnbcindonesia.com/investment/20191029121804-21-110939/hai-trader-simak-tips-masuk-saham-gorengan-biar-ga-tekor?utm_source=twitter&utm_medium=oa&utm_content=cnbcindonesia&utm_campaign=cmssocmed
Memasuki akhir tahun, apakah sudah ada aksi window dressing? https://amp.kontan.co.id/news/memasuki-akhir-tahun-apakah-sudah-ada-aksi-window-dressing-begini-penjelasan-analis#click=https://t.co/3OKG80zwK3
Wijaya Karya Raised to Buy at Kresna Graha Sekurindo
(Bloomberg) -- Kresna Securities analyst Andreas Kristo Saragih raised the recommendation on Wijaya Karya Persero Tbk PT to buy from hold.
PT set to IDR2,425, implies a 25% increase from last price. Wijaya Karya average PT is IDR2,755.75.
Analysts decreased their consensus one-year target price for the stock by 1.2% in the past three months. Targets range from IDR1,445 to IDR3,400
Wijaya Karya had 25 buys, 3 holds, 0 sells previously: Bloomberg data
Wijaya Karya reported earnings that trailed estimates for the quarter on Nov. 1.
Charoen Pokphand Indonesia Rises on 4Q Poultry Prices
(Bloomberg) -- Shares rise as much as 9.9% to highest in a week as prices of broiler chickens and day-old chicks are expected to improve in 4Q, according to RHB Sekuritas.
Govt’s ongoing measures to cull parent-stock chickens and throw away millions of eggs seen as propping up prices, says analyst Michael Wilson Setjoadi
NOTE: Indonesia to Throw Away 10 Million Eggs to Support Chicken Price
NOTE: Indonesia Orders Culling of Chicken to Boost Farm Prices
Summarecon Agung Raised to Buy at Yuanta Securities
(Bloomberg) -- Yuanta Securities Investment Consulting Co. Ltd analyst Chelene Indriani raised the recommendation on Summarecon Agung Tbk PT to buy from hold.
PT set to IDR1,300, implies a 18% increase from last price. Summarecon Agung average PT is IDR1,399.33.
Analysts raised their consensus one-year target price for the stock by 6.2% in the past three months. Targets range from IDR610 to IDR1,700
Summarecon Agung had 16 buys, 11 hold, 2 sells previously: Bloomberg data
Summarecon Agung reported sales that trailed estimates for the quarter on Oct. 30.
CP Indonesia Cut to Sell at RHB Research Institute; PT IDR4,600
(Bloomberg) -- RHB analyst Michael Setjoadi cut the recommendation on Charoen Pokphand Indonesia Tbk PT to sell from neutral.
PT set to IDR4,600, implies a 32% decrease from last price. CP Indonesia average PT is IDR5,188.
Analysts raised their consensus one-year target price for the stock by 12% in the past three months. Targets range from IDR3,000 to IDR8,050
CP Indonesia had 1 buy, 9 holds, 5 sells previously: Bloomberg data
Adhi Karya Cut to Neutral at Mandiri Sekuritas on Earnings Risk
(Bloomberg) -- Adhi Karya was downgraded to neutral from buy at Mandiri Sekuritas due to risks on earnings visibility.
Narrowing order-book backlog, short new contracts year-to-date and slow execution of light rail transit construction work seen as risk factors, analyst Edbert Surya writes in report
PT cut to 1,435 rupiah from 2,035 rupiah
Company’s 9-month net income was 49% of Mandiri Sekuritas’ FY 2019 estimate
Lowers EPS forecast by 11% for 2019 and trims new contracts target 12%-34% for 2019-2020 due to potential delay in toll road project tender
NOTE: Adhi Karya Nine Month Net Income 351.2 Bln Rupiah, +4.7% Y/y
Industri Jamu Cut to Add at PT Sinarmas Sekuritas; PT IDR1,340
(Bloomberg) -- PT Sinarmas Sekuritas analyst Wilbert Ham cut the recommendation on Industri Jamu Dan Farmasi Sido Muncul Tbk PT to add from buy.
PT set to IDR1,340, implies a 10% increase from last price. Industri Jamu average PT is IDR1,301.67.
Analysts raised their consensus one-year target price for the stock by 11% in the past three months. Targets range from IDR610 to IDR1,450
Industri Jamu had 5 buys, 4 holds, 0 sells previously: Bloomberg data
Indofood Sukses’ PT Raised by 16% at CIMB as Palm Oil Rallies
(Bloomberg) -- Recent rally in crude palm oil price suggests upside potential for Indofood Sukses Makmur’s agribusiness performance in 2020, CGS-CIMB analyst Patricia Gabriela writes in report.
CGS maintains add recommendations on Indofood Sukses Makmur, raises PT to 9,500 rupiah from 8,200 rupiah
Palm oil price +16% in Oct., steepest monthly gain since Sept. 2015
CGS-CIMB prefers Indofood Sukses over Indofood CBP Sukses Makmur unit
Indofood may narrow its discount to Indofood CBP if CPO price is sustainable
NOTE: Indofood traded at 13.1x of its 12-month projected earnings while Indofood CBP is valued at 25.2x, according to data compiled by Bloomberg
CGS-CIMB lowers Indofood CBP PT to 13,300 rupiah from 13,500 rupiah, keeps add recommendation
NOTE: Indofood Sukses Makmur’s 9M Net Income Rises to 3.53t Rupiah
Waskita Karya Cut to Neutral at Trimegah Securities
(Bloomberg) -- Trimegah Securities Tbk PT analyst Adi Prabowo cut the recommendation on Waskita Karya Persero Tbk PT to neutral from buy.
PT set to IDR1,600, implies a 2.9% increase from last price. Waskita Karya average PT is IDR2,208.33.
Analysts decreased their consensus one-year target price for the stock by 3.5% in the past three months. Targets range from IDR1,580 to IDR4,870
Waskita Karya had 13 buys, 10 holds, 1 sell previously: Bloomberg data
Waskita Karya reported earnings that trailed estimates for the quarter on Oct. 31.
BUMI Guidance Oct 2019
Debt repayment:
Total Cash received for October debt service was $40.4m. After interest, overheads and administration fees, principle repayment was $23.2m. With prices still below $70/t we believe cash available for Debt repayment will be approximately the same for January’s payment.
Operations:
Production remains at 87MT-90MT with coal sales looking strong in Q4.
Prices have fallen since May 2019 and we now revise our forecast down to $52–$54.
Our cash costs of production remain at $34/t-$36/t
Palm Oil Prices to Rise to 2,600 Ringgit/Ton in 1H: Mielke
(Bloomberg) -- Palm oil prices are bullish and may rise to 2,600 ringgit in Jan.-June, according to Thomas Mielke, executive director of Oil World.
“Consumption growth of palm oil is going through the roof”, Mielke says at Bali industry conference on Friday
Palm imports by India and China to reach record in 2019-2020
Palm oil’s price rally in the past 2-3 weeks is “overdone” and prices may see a setback in the near term
However, palm prices will be “considerably higher” in 2020
Ace Hardware Raised to Buy at Ciptadana; PT IDR1,880
(Bloomberg) -- Ciptadana Sekuritas analyst Robert Sebastian raised the recommendation on Ace Hardware Indonesia Tbk PT to buy from hold.
PT set to IDR1,880, implies a 11% increase from last price. Ace Hardware average PT is IDR1,755.94.
Analysts decreased their consensus one-year target price for the stock by 0.2% in the past three months. Targets range from IDR1,220 to IDR2,000
Ace Hardware had 6 buys, 15 holds, 5 sells previously: Bloomberg data
Ace Hardware reported sales that trailed estimates for the quarter on Oct. 30.
Astra Agro Raised to Buy at Ciptadana; PT IDR16,000
(Bloomberg) -- Ciptadana Sekuritas analyst Yasmin Soulisa raised the recommendation on Astra Agro Lestari Tbk PT to buy from hold.
PT set to IDR16,000, implies a 40% increase from last price. Astra Agro average PT is IDR12,343.08.
Analysts raised their consensus one-year target price for the stock by 7.1% in the past three months. Targets range from IDR9,500 to IDR16,160
Astra Agro had 12 buys, 5 holds, 0 sells previously: Bloomberg data
Indonesia’s Timah Posts 175.8B Rupiah Net Loss in Jan.-Sept.
(Bloomberg) -- The state tin miner posted net loss compared to net income of 255.55b rupiah in same period a year ago, it says in stock exchange filing.
Revenue rose to 14.6t rupiah from 6.8t rupiah
Loss per share at 25 rupiah vs. 33 rupiah earnings per share
Ramayana Lestari 9M Net Income 612.42 Bln Rupiah, +16% Y/y
(Bloomberg) -- Ramayana Lestari reported net income for the nine month period of 612.42 billion rupiah, +16% y/y.
9M EPS 91 rupiah vs. 78 rupiah y/y
9M revenue 4.43 trillion rupiah, -2% y/y
XL Axiata Nine Month Net Income 498.4 Bln Rupiah
(Bloomberg) -- XL Axiata reported net income for the nine month period of 498.4 billion rupiah vs. loss 144.81 billion rupiah y/y.
9M revenue 18.72 trillion rupiah, +11% y/y
9M EPS 47 rupiah vs. loss/share 14 rupiah y/y
Lippo Cikarang Nine Month Net Income 367 Bln Rupiah
(Bloomberg) -- Lippo Cikarang reported net income for the nine month period of 367 billion rupiah.
9M revenue 1.06 trillion rupiah
Bumi Resources Nine Month Net Income $76.1 Mln, -63% Y/y
(Bloomberg) -- Bumi Resources reported net income for the nine month period of $76.1 million, -63% y/y.
9M revenue $751.9 million, -8.9% y/y
Wijaya Karya Raised to Buy at Kresna Graha Sekurindo
(Bloomberg) -- Kresna Securities analyst Andreas Kristo Saragih raised the recommendation on Wijaya Karya Persero Tbk PT to buy from hold.
PT set to IDR2,425, implies a 25% increase from last price. Wijaya Karya average PT is IDR2,755.75.
Analysts decreased their consensus one-year target price for the stock by 1.2% in the past three months. Targets range from IDR1,445 to IDR3,400
Wijaya Karya had 25 buys, 3 holds, 0 sells previously: Bloomberg data
Wijaya Karya reported earnings that trailed estimates for the quarter on Nov. 1.
Charoen Pokphand Indonesia Rises on 4Q Poultry Prices
(Bloomberg) -- Shares rise as much as 9.9% to highest in a week as prices of broiler chickens and day-old chicks are expected to improve in 4Q, according to RHB Sekuritas.
Govt’s ongoing measures to cull parent-stock chickens and throw away millions of eggs seen as propping up prices, says analyst Michael Wilson Setjoadi
NOTE: Indonesia to Throw Away 10 Million Eggs to Support Chicken Price
NOTE: Indonesia Orders Culling of Chicken to Boost Farm Prices
Summarecon Agung Raised to Buy at Yuanta Securities
(Bloomberg) -- Yuanta Securities Investment Consulting Co. Ltd analyst Chelene Indriani raised the recommendation on Summarecon Agung Tbk PT to buy from hold.
PT set to IDR1,300, implies a 18% increase from last price. Summarecon Agung average PT is IDR1,399.33.
Analysts raised their consensus one-year target price for the stock by 6.2% in the past three months. Targets range from IDR610 to IDR1,700
Summarecon Agung had 16 buys, 11 hold, 2 sells previously: Bloomberg data
Summarecon Agung reported sales that trailed estimates for the quarter on Oct. 30.
CP Indonesia Cut to Sell at RHB Research Institute; PT IDR4,600
(Bloomberg) -- RHB analyst Michael Setjoadi cut the recommendation on Charoen Pokphand Indonesia Tbk PT to sell from neutral.
PT set to IDR4,600, implies a 32% decrease from last price. CP Indonesia average PT is IDR5,188.
Analysts raised their consensus one-year target price for the stock by 12% in the past three months. Targets range from IDR3,000 to IDR8,050
CP Indonesia had 1 buy, 9 holds, 5 sells previously: Bloomberg data
Adhi Karya Cut to Neutral at Mandiri Sekuritas on Earnings Risk
(Bloomberg) -- Adhi Karya was downgraded to neutral from buy at Mandiri Sekuritas due to risks on earnings visibility.
Narrowing order-book backlog, short new contracts year-to-date and slow execution of light rail transit construction work seen as risk factors, analyst Edbert Surya writes in report
PT cut to 1,435 rupiah from 2,035 rupiah
Company’s 9-month net income was 49% of Mandiri Sekuritas’ FY 2019 estimate
Lowers EPS forecast by 11% for 2019 and trims new contracts target 12%-34% for 2019-2020 due to potential delay in toll road project tender
NOTE: Adhi Karya Nine Month Net Income 351.2 Bln Rupiah, +4.7% Y/y
Industri Jamu Cut to Add at PT Sinarmas Sekuritas; PT IDR1,340
(Bloomberg) -- PT Sinarmas Sekuritas analyst Wilbert Ham cut the recommendation on Industri Jamu Dan Farmasi Sido Muncul Tbk PT to add from buy.
PT set to IDR1,340, implies a 10% increase from last price. Industri Jamu average PT is IDR1,301.67.
Analysts raised their consensus one-year target price for the stock by 11% in the past three months. Targets range from IDR610 to IDR1,450
Industri Jamu had 5 buys, 4 holds, 0 sells previously: Bloomberg data
Indofood Sukses’ PT Raised by 16% at CIMB as Palm Oil Rallies
(Bloomberg) -- Recent rally in crude palm oil price suggests upside potential for Indofood Sukses Makmur’s agribusiness performance in 2020, CGS-CIMB analyst Patricia Gabriela writes in report.
CGS maintains add recommendations on Indofood Sukses Makmur, raises PT to 9,500 rupiah from 8,200 rupiah
Palm oil price +16% in Oct., steepest monthly gain since Sept. 2015
CGS-CIMB prefers Indofood Sukses over Indofood CBP Sukses Makmur unit
Indofood may narrow its discount to Indofood CBP if CPO price is sustainable
NOTE: Indofood traded at 13.1x of its 12-month projected earnings while Indofood CBP is valued at 25.2x, according to data compiled by Bloomberg
CGS-CIMB lowers Indofood CBP PT to 13,300 rupiah from 13,500 rupiah, keeps add recommendation
NOTE: Indofood Sukses Makmur’s 9M Net Income Rises to 3.53t Rupiah
Waskita Karya Cut to Neutral at Trimegah Securities
(Bloomberg) -- Trimegah Securities Tbk PT analyst Adi Prabowo cut the recommendation on Waskita Karya Persero Tbk PT to neutral from buy.
PT set to IDR1,600, implies a 2.9% increase from last price. Waskita Karya average PT is IDR2,208.33.
Analysts decreased their consensus one-year target price for the stock by 3.5% in the past three months. Targets range from IDR1,580 to IDR4,870
Waskita Karya had 13 buys, 10 holds, 1 sell previously: Bloomberg data
Waskita Karya reported earnings that trailed estimates for the quarter on Oct. 31.
BUMI Guidance Oct 2019
Debt repayment:
Total Cash received for October debt service was $40.4m. After interest, overheads and administration fees, principle repayment was $23.2m. With prices still below $70/t we believe cash available for Debt repayment will be approximately the same for January’s payment.
Operations:
Production remains at 87MT-90MT with coal sales looking strong in Q4.
Prices have fallen since May 2019 and we now revise our forecast down to $52–$54.
Our cash costs of production remain at $34/t-$36/t
Palm Oil Prices to Rise to 2,600 Ringgit/Ton in 1H: Mielke
(Bloomberg) -- Palm oil prices are bullish and may rise to 2,600 ringgit in Jan.-June, according to Thomas Mielke, executive director of Oil World.
“Consumption growth of palm oil is going through the roof”, Mielke says at Bali industry conference on Friday
Palm imports by India and China to reach record in 2019-2020
Palm oil’s price rally in the past 2-3 weeks is “overdone” and prices may see a setback in the near term
However, palm prices will be “considerably higher” in 2020
Ace Hardware Raised to Buy at Ciptadana; PT IDR1,880
(Bloomberg) -- Ciptadana Sekuritas analyst Robert Sebastian raised the recommendation on Ace Hardware Indonesia Tbk PT to buy from hold.
PT set to IDR1,880, implies a 11% increase from last price. Ace Hardware average PT is IDR1,755.94.
Analysts decreased their consensus one-year target price for the stock by 0.2% in the past three months. Targets range from IDR1,220 to IDR2,000
Ace Hardware had 6 buys, 15 holds, 5 sells previously: Bloomberg data
Ace Hardware reported sales that trailed estimates for the quarter on Oct. 30.
Astra Agro Raised to Buy at Ciptadana; PT IDR16,000
(Bloomberg) -- Ciptadana Sekuritas analyst Yasmin Soulisa raised the recommendation on Astra Agro Lestari Tbk PT to buy from hold.
PT set to IDR16,000, implies a 40% increase from last price. Astra Agro average PT is IDR12,343.08.
Analysts raised their consensus one-year target price for the stock by 7.1% in the past three months. Targets range from IDR9,500 to IDR16,160
Astra Agro had 12 buys, 5 holds, 0 sells previously: Bloomberg data
Indonesia’s Timah Posts 175.8B Rupiah Net Loss in Jan.-Sept.
(Bloomberg) -- The state tin miner posted net loss compared to net income of 255.55b rupiah in same period a year ago, it says in stock exchange filing.
Revenue rose to 14.6t rupiah from 6.8t rupiah
Loss per share at 25 rupiah vs. 33 rupiah earnings per share
Ramayana Lestari 9M Net Income 612.42 Bln Rupiah, +16% Y/y
(Bloomberg) -- Ramayana Lestari reported net income for the nine month period of 612.42 billion rupiah, +16% y/y.
9M EPS 91 rupiah vs. 78 rupiah y/y
9M revenue 4.43 trillion rupiah, -2% y/y
XL Axiata Nine Month Net Income 498.4 Bln Rupiah
(Bloomberg) -- XL Axiata reported net income for the nine month period of 498.4 billion rupiah vs. loss 144.81 billion rupiah y/y.
9M revenue 18.72 trillion rupiah, +11% y/y
9M EPS 47 rupiah vs. loss/share 14 rupiah y/y
Lippo Cikarang Nine Month Net Income 367 Bln Rupiah
(Bloomberg) -- Lippo Cikarang reported net income for the nine month period of 367 billion rupiah.
9M revenue 1.06 trillion rupiah
Bumi Resources Nine Month Net Income $76.1 Mln, -63% Y/y
(Bloomberg) -- Bumi Resources reported net income for the nine month period of $76.1 million, -63% y/y.
9M revenue $751.9 million, -8.9% y/y
*Rekap Laba (-Rugi) Emiten 9M19 vs 9M18*
*By: Krishna - YJ*
*(01.11.2019)*
*BANK & FINANCE*
• BBRI Rp24.78t vs Rp23.47t
• BBCA Rp20.92t vs Rp18.51t
• BMRI Rp20.25t vs Rp18.09t
• BBNI Rp11.97t vs Rp11.44t
• BNGA Rp2.68t vs Rp2.59t
• PNBN Rp2.39t vs Rp2.11t
• NISP Rp2.22t vs Rp2.03t
• BDMN Rp2.17t vs Rp2.69t
• BTPN Rp1.95t vs Rp1.62t
• PNLF Rp1.39t vs Rp1.25t
• BJTM Rp1.14t vs Rp1.06t
• BJBR Rp1.13t vs Rp1.34t
• BNII Rp1.11t vs Rp1.50t
• BNLI Rp1.09t vs Rp494m
• BFIN Rp1.09t vs Rp1.09t
• PNIN Rp998m vs Rp780m
• WOMF Rp156m vs Rp152m
• BBKP Rp150m vs Rp136m
• BRIS Rp56.4m vs Rp151m
• MCOR Rp42.5m vs Rp67.6m
• AGRO Rp15.3m vs Rp166m
• PNBS Rp8.27m vs Rp11.77m
*TELCO, TECH & MEDIA*
• TLKM Rp16.4t vs Rp14.2t
• MNCN Rp1.78t vs Rp1.09t
• TOWR Rp1.59t vs Rp1.70t
• SCMA Rp1.01t vs Rp1.19t
• LINK Rp773m vs Rp816m
• MTDL Rp259m vs Rp191m
• MSIN Rp178m vs Rp168m
• ASGR Rp99.9m vs Rp138m
• MLPT Rp98.9m vs Rp53.9m
• MDIA Rp79.6m vs Rp191m
• BLTZ Rp54.6m vs Rp21.2m
• FILM Rp42.2m vs Rp96.7m
• BALI Rp31.7m vs Rp43.8m
• PTSN $2.06jt vs $10.59jt
• MARI Rp23.9m vs Rp25.3m
• DYAN Rp10.1m vs Rp23.1m
• ENVY Rp5.61m vs Rp3.12m
• KBLV -Rp25.2m vs -Rp2.58t
• FREN -Rp1.64t vs -Rp2.50t
• ISAT limited review
*CONSUMER & PHARMACY*
• HMSP Rp10.2t vs Rp9.69t
• GGRM Rp7.24t vs Rp5.76t
• UNVR Rp5.51t vs Rp7.28t
• ICBP Rp3.88t vs Rp3.48t
• INDF Rp3.53t vs Rp2.82t
• KLBF Rp1.91t vs Rp1.80t
• MYOR Rp1.09t vs Rp1.10t
• MLBI Rp758m vs Rp799m
• SIDO Rp578m vs Rp480m
• KINO Rp447m vs Rp105m
• TSPC Rp416m vs Rp422m
• GOOD Rp298m vs Rp346m
• DLTA Rp221m vs Rp233m
• ROTI Rp212m vs Rp103m
• DVLA Rp177m vs Rp163m
• FAST Rp176m vs Rp96.8m
• PZZA Rp149m vs Rp101m
• CLEO Rp94.0m vs Rp46.8m
• HOKI Rp76.2m vs Rp70.8m
• CAMP Rp51.6m vs Rp44.5m
• ADES Rp46.9m vs Rp35.5m
• RMBA Rp11.2m vs -Rp424m
*RETAIL*
• LPPF Rp1.19t vs Rp1.49t
• ACES Rp727m vs Rp697m
• MAPI Rp643m vs Rp558m
• RALS Rp612m vs Rp527m
• MAPA Rp542m vs Rp204m
• DNET Rp266m vs Rp125m
• ERAA Rp165m vs Rp636m
• MIDI Rp141m vs Rp81.2m
• MAPB Rp105m vs Rp96.7m
• CSAP Rp40.9m vs Rp55.4m
• RANC Rp36.4m vs Rp32.7m
• MLPL Rp14.9m vs -Rp897m
• HERO -Rp6.68m vs Rp86.2m
• MPPA -Rp266m vs -Rp336m
*PROPERTY & RELATED*
• PWON Rp2.15t vs Rp1.78t
• DMAS Rp759m vs Rp175m
• CTRA Rp409m vs Rp580m
• LPCK Rp346m vs Rp2.68t
• KPIG Rp321m vs Rp2.03m
• SMRA Rp315m vs Rp203m
• MDLN Rp248m vs Rp73.3m
• BEST Rp211m vs Rp153m
• ASRI Rp199m vs Rp639m
• ARNA Rp160m vs Rp116m
• PJAA Rp154m vs Rp161m
• DILD Rp82.9m vs Rp116m
• MYRX Rp77.3m vs Rp182m
• KIJA Rp66.1m vs -Rp389m
• BKSL Rp26.2m vs Rp42.9m
• RISE Rp4.65m vs Rp71.9m
• SSIA -Rp8.12m vs -Rp65.6m
• ELTY -Rp369m vs Rp3.10t
• BSDE limited review
• DUTI limited review
• APLN audit
*CONSTRUCTION*
• WIKA Rp1.35t vs Rp860m
• WSKT Rp1.15t vs Rp3.73t
• PTPP Rp544m vs Rp875m
• WSBP Rp512m vs Rp885m
• ADHI Rp351m vs Rp335m
• WTON Rp303m vs Rp280m
• WEGE Rp303m vs Rp289m
• PPRE Rp201m vs Rp189m
• TOTL Rp143m vs Rp193m
• NRCA Rp106m vs Rp79.9m
• IDPR Rp10.5m vs Rp31.5m
• DGIK -Rp10.2m vs -Rp77.8m
• ACST -Rp752m bs Rp91.2m
*INFRASTRUCTURE RELATED*
• PGAS $129jt vs $244jt
• JSMR Rp1.50t vs Rp1.77t
• SMGR Rp1.29t vs Rp2.09t
• INTP Rp1.17t vs Rp618m
• AKRA Rp565m vs Rp1.29t
• BUKK Rp554m vs Rp386m
• CMNP Rp512m vs Rp510m
• BNBR Rp342m vs -Rp1.23t
• SMCB Rp134m vs -Rp630m
• IPCC Rp111m vs Rp147m
• IPCM Rp68.8m vs Rp69.7m
*AUTO & HEAVY EQUIPMENT*
• ASII Rp15.87t vs Rp17.07t
• UNTR Rp8.64t vs Rp9.07t
• AUTO Rp512m vs Rp414m
• TURI Rp433m vs Rp407m
• HEXA $23.2jt vs $12.0jt
• IMAS Rp328m vs Rp81.6m
• GJTL Rp139m vs -Rp229m
• CARS Rp117m vs Rp202m
• KOBX $1.31jt vs $1.86jt
• BOGA Rp6.15m vs Rp4.21m
• MASA -$13.5jt vs $565rb
• GDYR -$2.14jt vs -$535rb
*MANUFACTURING*
• INKP $238jt vs $516jt
• TKIM $152jt vs $248jt
• SRIL $72.2jt vs $70.5jt
• FASW Rp806m vs Rp867m
• KBLI Rp260m vs Rp105m
• WOOD Rp182m vs Rp181m
• PBID Rp148m vs Rp247m
• ISSP Rp122m vs Rp15.5m
• SPMA Rp96.5m vs Rp32.5m
• TOTO Rp89.8m vs Rp230m
• JECC Rp70.9m vs Rp75.8m
• BOLT Rp49.2m vs Rp61.3m
• FPNI $673rb vs $2.57jt
• BRPT audit
*TRADE & SERVICES*
• GIAA $122jt vs -$114jt
• MIKA Rp532m vs Rp487m
• EPMT Rp471m vs Rp469m
• MPMX Rp379m vs Rp3.89t
• BIRD Rp229m vs Rp335m
• SOCI $15.3jt vs $6.81jt
• HEAL Rp210m vs Rp110m
• SHIP $11.1jt vs $8.15jt
• PRDA Rp121m vs Rp106m
• IMJS Rp83.2m vs Rp139m
• PSSI $7.30jt vs $12.32jt
• SILO Rp42.9m vs Rp2.99m
• MBSS $547rb vs -$10.40jt
• BLTA $498rb vs $5.18jt
• WINS -$5.78jt vs -$7.45jt
• SMDR -$21.4jt vs $6.54jt
• APOL -Rp818m vs -Rp227
• BULL audit
*OIL & MINING RELATED*
• PTBA Rp3.10t vs Rp3.93t
• BYAN $209jt vs $388jt
• BUMI $76.1jt vs $205jt
• MDKA $66.2jt vs $53.1jt
• ANTM Rp561m vs Rp631m
• DOID $28.1jt vs $49.8jt
• PTRO $20.6jt vs $17.8jt
• MYOH $18.7jt vs $21.5jt
• APEX $18.4jt vs -$34.7jt
• CNKO Rp350m vs -Rp693m
• ELSA Rp238m vs Rp221m
• HRUM $16.0jt vs $22.7jt
• ZINC Rp158m vs Rp99.5m
• PSAB $8.58jt vs $6.96jt
• KKGI $4.18jt vs $2.42jt
• DEWA $1.19jt vs $826rb
• BRMS $1.02jt vs -$93.9jt
• DKFT Rp14.5m vs -Rp49.5m
• INCO $160rb vs $55.2jt
• TRAM -Rp29.4m vs Rp93.4m
• INDY -$8.61jt vs $112jt
• MEDC audit
*AGRICULTURE & POULTRY*
• CPIN Rp2.56t vs Rp3.47t
• JPFA Rp1.04t vs Rp1.67t
• TBLA Rp502m vs Rp538m
• MAIN Rp195m vs Rp223m
• BISI Rp140m vs Rp235m
• AALI Rp111m vs Rp1.12t
• SIPD Rp61.5m vs Rp17.8m
• LSIP Rp52.5m vs Rp345m
• BEEF Rp46.2m vs Rp20.3m
• SKLT Rp34.5m vs Rp20.3m
• DSFI Rp6.22m vs Rp5.04m
• UNSP -Rp186m vs -Rp1.51t
• CPRO -Rp300m vs Rp1.74t
• GZCO -Rp400m vs -Rp163m
• SIMP -Rp470m vs Rp84.4m
• BWPT -Rp775m vs -Rp266m
• SGRO audit
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