Category Archives: Review

Rekap Laba (-Rugi) Emiten 1Q20 vs 1Q19

Rekap Laba (-Rugi) Emiten 1Q20 vs 1Q19

BANK & FINANCE
• BBRI Rp8.16t vs Rp8.16t
• BMRI Rp7.91t vs Rp7.23t
• BBCA Rp6.58t vs Rp6.06t
• BBNI Rp4.25t vs Rp4.07t
• BDMN Rp1.24t vs Rp933m
• BNGA Rp1.05t vs Rp944m
• NISP Rp791m vs Rp765m
• BTPN Rp752m vs Rp507m
• PNBN Rp684m vs Rp802m
• MEGA Rp669m vs Rp484m
• BNII Rp538m vs Rp415m
• ADMF Rp520m vs Rp462m
• BBTN Rp457m vs Rp723m
• BJTM Rp439m vs Rp405m
• BJBR Rp417m vs Rp419m
• PNLF Rp408m vs Rp463m
• BTPS Rp402m vs Rp288m
• BFIN Rp328m vs Rp337m
• TURI Rp125m vs Rp160m
• CFIN Rp93.2m vs Rp79.6m
• BRIS Rp75.1m vs Rp30.0m
• BBKP Rp53.6m vs Rp54.7m
• PNIN Rp40.8m vs Rp423m
• MCOR Rp33.2m vs Rp11.4m
• PNBS Rp5.34m vs Rp5.15m
• BABP Rp3.89m vs Rp3.08m
• BNLI Rp1.74m vs Rp377m
• BBHI Rp488jt vs Rp9.92m
• ARTO -Rp25.4m vs -Rp6.03m
• BHIT -Rp809m vs Rp77.9m

TELCO, TECH & MEDIA
• TLKM Rp5.86t vs Rp6.22t
• EXCL Rp1.52t vs Rp57.2m¹
• MNCN Rp312m vs Rp548m²
• SCMA Rp311m vs Rp399m
• TBIG Rp228m vs Rp218m
• PTSN $3.11jt vs $166rb
• MSIN Rp59.5m vs Rp73.8m
• MLPT Rp33.1m vs Rp19.5m
• GHON Rp16.6m vs Rp14.6m
• CENT Rp12.1m vs Rp8.66m
• KREN Rp10.7m vs Rp116m
• BALI Rp8.92m vs Rp11.9m
• ASGR Rp2.33m vs Rp25.6m
• FILM -Rp8.99m vs Rp15.7m
• EMTK -Rp157m vs -Rp72.2m
• ISAT -Rp606m vs -Rp292m
• FREN -Rp1.78t vs -Rp425m

CONSUMER & PHARMACY
• HMSP Rp3.32t vs Rp3.28t
• GGRM Rp2.45t vs Rp2.35t
• ICBP Rp1.98t vs Rp1.34t
• UNVR Rp1.86t vs Rp1.75t
• INDF Rp1.40t vs Rp1.35t
• MYOR Rp931m vs Rp466m³
• KLBF Rp669m vs Rp595m
• ULTJ Rp436m vs Rp299m
• TSPC Rp284m vs Rp203m
• SIDO Rp231m vs Rp209m
• MLBI Rp140m vs Rp239m
• ROTI Rp77.8m vs Rp64.8m
• KINO Rp57.8m vs Rp306m
• DVLA Rp56.5m vs Rp83.2m
• CLEO Rp35.4m vs Rp25.3m
• KAEF Rp26.2m vs Rp20.6m
• ADES Rp21.2m vs Rp17.4m
• HOKI Rp14.7m vs Rp25.5m
• WIIM Rp14.3m vs Rp5.27m
• TCID Rp7.79m vs Rp71.5m
• PYFA Rp4.37m vs Rp1.88m
• INAF -Rp21.4m vs -Rp21.8m

RETAIL
• AMRT Rp350m vs Rp202m
• ACES Rp246m vs Rp236m
• ERAA Rp103m vs Rp47.4m
• DNET Rp49.6m vs Rp51.2m
• MIDI Rp42.0m vs Rp27.9m
• DUCK Rp30.7m vs Rp48.9m
• RANC Rp22.9m vs Rp11.9m
• CSAP Rp21.6m vs Rp20.0m
• RALS Rp13.3m vs Rp77.5m
• MAPI Rp8.08m vs Rp138m
• PZZA Rp6.04m vs Rp40.2m
• FAST Rp5.41m vs Rp50.3m
• MAPB -Rp15.4m vs Rp24.9m
• HERO -Rp43.5m vs -Rp3.52m
• LPPF -Rp93.9m vs Rp142m
• MPPA -Rp100m vs -Rp113m
• MLPL -Rp665m vs -Rp31.6m

PROPERTY & RELATED
• LPCK Rp793m vs Rp151m
• BSDE Rp259m vs Rp618m
• JRPT Rp207m vs Rp224m
• CTRA Rp177m vs Rp283m
• DUTI Rp131m vs Rp239m
• DILD Rp84.4m vs Rp48.4m
• PWON Rp66.8m vs Rp721m
• SMRA Rp37.0m vs Rp42.2m
• PPRO Rp26.4m vs Rp53.2m
• MMLP Rp25.2m vs Rp34.3m
• SMDM -Rp1.16m vs Rp14.1m
• PJAA -Rp10.4m vs Rp10.1m
• SSIA -Rp17.4m vs -Rp10.9m
• MDLN -Rp159m vs Rp318m
• BEST -Rp226m vs Rp95.4m
• APLN -Rp448m vs Rp163m
• KIJA -Rp754m vs Rp76.6m
• LPKR -Rp2.11t vs Rp50.0m

CONSTRUCTION
• WSBP Rp104m vs Rp286m
• WIKA Rp99.2m vs Rp286m
• WEGE Rp81.6m vs Rp77.5m
• WTON Rp72.7m vs Rp70.8m
• TOTL Rp60.9m vs Rp67.3m
• WSKT Rp42.7m vs Rp721m
• NRCA Rp28.0m vs Rp29.3m
• ADHI Rp14.5m vs Rp75.5m
• PPRE Rp14.0m vs Rp92.1m
• PTPP Rp13.3m vs Rp171m
• IDPR -Rp53.7m vs Rp2.12m
• ACST -Rp124m vs -Rp90.7m

INFRASTRUCTURE RELATED
• PGAS $47.8jt vs $65.1jt
• JSMR Rp588m vs Rp585m
• SMGR Rp446m vs Rp268m
• INTP Rp400m vs Rp397m
• AKRA Rp228m vs Rp201m
• CMNP Rp181m vs Rp217m
• BUKK Rp128m vs Rp188m
• SMCB Rp68.4m vs -Rp123m
• IPCM Rp32.3m vs Rp25.8m
• IPCC Rp20.4m vs Rp49.1m
• SMBR -Rp64.2m vs Rp4.13m
• BNBR -Rp279m vs Rp36.8m

AUTO & HEAVY EQUIPMENT
• ASII Rp4.81t vs Rp5.21t
• UNTR Rp1.82t vs Rp3.05t
• AUTO Rp115m vs Rp159m
• IMAS -Rp164m vs Rp631m

MANUFACTURING
• INKP $179jt vs $73.1jt
• TKIM $156jt vs $47.9jt
• KRAS $74.1jt vs -$62.3jt
• SRIL $28.2jt vs $28.0jt
• ARNA Rp65.7m vs Rp55.7m
• PBID Rp61.5m vs Rp63.6m
• ESSA $1.03jt vs $4.80jt
• WIIM Rp14.3m vs Rp5.27m
• JECC Rp7.37m vs Rp16.8m
• BRPT -$2.09jt vs $5.62jt
• KBLI -Rp13.6m vs Rp115m
• NIKL -$10.1jt vs $2.24jt
• TPIA -$17.8jt vs $17.3jt
• FASW -Rp324m vs Rp420m
• GJTL -Rp404m vs Rp169m

TRADE & SERVICES
• BULL $19.4jt vs $3.51jt
• MIKA Rp199m vs Rp183m
• EPMT Rp176m vs Rp132m
• HEAL Rp71.8m vs Rp56.4m
• MPMX Rp66.1m vs Rp107m
• PRDA Rp34.8m vs Rp47.9m
• SMDR $1.86jt vs $258rb
• IMJS Rp24.0m vs Rp57.1m
• TCPI Rp22.1m vs Rp73.4m
• BIRD Rp13.7m vs Rp88.7m
• SOCI $971rb vs $6.17jt
• BLTA $571rb vs $598rb
• TAXI -Rp31.9m vs -Rp42.2m
• MBSS -$2.09jt vs $1.50jt
• GMFI -$31.3jt vs $3.02jt
• GIAA -$120jt vs $20.5jt

OIL & MINING RELATED
• ADRO $98.2jt vs $119jt
• PTBA Rp903m vs Rp1.14t
• BYAN $35.5jt vs $84.2jt
• INCO $28.9jt vs -$20.2jt
• ITMG $15.4jt vs $39.7jt
• MDKA $14.9jt vs $20.3jt
• ENRG $12.7jt vs $7.54jt
• BIPI $9.55jt vs $7.85jt
• PTRO $4.21jt vs $3.09jt
• PSAB $1.33jt vs $3.23jt
• DEWA $688rb vs $266rb
• BRMS $165rb vs $86.6rb
• DKFT -Rp163m vs Rp27.6m
• ANTM -Rp282m vs Rp176m
• INDY -$21.0jt vs $11.7jt
• DOID -$22.7jt vs $1.36jt
• BUMI -$35.1jt vs $48.4jt

AGRICULTURE & POULTRY
• CPIN Rp922m vs Rp811m
• AALI Rp371m vs Rp37.4m
• JPFA Rp344m vs Rp311m
• TBLA Rp101m vs Rp203m
• LSIP Rp81.0m vs Rp38.6m
• SIPD Rp29.1m vs Rp13.2m
• BISI Rp24.3m vs Rp75.2m
• MAIN Rp14.1m vs Rp91.3m
• SIMP -Rp51.9m vs -Rp31.3m
• BWPT -Rp143m vs -Rp254m
• SMAR -Rp1.41t vs Rp479m

¹ Ada penjualan menara Rp1.62t;
² Ada rugi selisih kurs Rp244m
³ Ada laba selisih kurs Rp605m;

Update MSCI

Geneva, May 12, 2020

*MSCI GLOBAL STANDARD INDEXES*

*_The following are changes in constituents for the MSCI Global Standard Indexes which will take place as of the close of May 29, 2020._*

*Additions*
None

*Deletions*
BANK TABUNGAN NEGARA (BBTN)
BUKIT ASAM (PTBA)
BUMI SERPONG DAMAI (BSDE)
JASA MARGA (JSMR)
PABRIK K TJIWI KIMIA (TKIM)
PAKUWON JATI (PWON)

*MSCI GLOBAL SMALL CAP INDEXES*

*Additions*
ASTRA AGRO LESTARI (AALI)
BANK TABUNGAN NEGARA (BBTN)
BINTANG OTO GLOBAL (BOGA)
BUKIT ASAM (PTBA)
BUMI SERPONG DAMAI (BSDE)
JASA MARGA (JSMR)
NUSANTARA PROPERTI INTL (NATO)
PABRIK K TJIWI KIMIA (TKIM)
PACIFIC STRATEGIC FINL (APIC)
PAKUWON JATI (PWON)

*Deletions*
ADHI KARYA TBK (ADHI)
ALAM SUTERA REALTY (ASRI)
ALFA ENERGI INVESTAMA (FIRE)
BUMI RESOURCES (BUMI)
GLOBAL MEDIACOM (BMTR)
INDIKA ENERGY TBK PT (INDY)
KRAKATAU STEEL (KRAS)
KRESNA GRAHA SEKURINDO (KREN)
PP PROPERTI (PPRO)
RIMO INTL LESTARI (RIMO)
SENTUL CITY (BKSL)
SRI REJEKI ISMAN (SRIL)
TIMAH (TINS)
TUNAS BARU LAMPUNG (TBLA)

*RE/ITC*
source: MSCI.Com

Rekap Laba (-Rugi) Emiten FY19 vs FY18

Rekap Laba (-Rugi) Emiten FY19 vs FY18
update : 20 APR 2020

BANK & FINANCE
• BBRI Rp34.4t vs Rp32.3t
• BBCA Rp28.5t vs Rp25.8t
• BMRI Rp27.5t vs Rp25.0t
• BBNI Rp15.4t vs Rp15.0t
• BDMN Rp4.07t vs Rp3.92t
• BNGA Rp3.64t vs Rp3.48t
• PNBN Rp3.32t vs Rp3.11t
• NISP Rp2.94t vs Rp2.64t
• BTPN Rp2.57t vs Rp1.84t
• MEGA Rp2.00t vs Rp1.59t
• BNII Rp1.84t vs Rp2.19t
• BNLI Rp1.58t vs Rp941m
• BJBR Rp1.56t vs Rp1.55t
• BTPS Rp1.39t vs Rp965m
• BJTM Rp1.38t vs Rp1.26t
• BFIN Rp712m vs Rp1.47m
• WOMF Rp259m vs Rp215m
• BBKP Rp216m vs Rp189m
• BBTN Rp209m vs Rp2.81t
• MCOR Rp78.9m vs Rp89.9m
• BRIS Rp74.0m vs Rp107m
• AGRO Rp51.1m vs Rp204m
• PNBS Rp13.2m vs Rp20.8m
• BEKS -Rp137m vs -Rp100m

TELCO, TECH & MEDIA
• MNCN Rp2.35t vs Rp1.61t
• TOWR Rp2 34t vs Rp2.20t
• ISAT Rp1.57t vs -Rp2.40t
• TBIG Rp819m vs Rp680m
• EXCL Rp712m vs -Rp3.29t
• MTDL Rp357m vs Rp288m
• ASGR Rp251m vs Rp270m
• MSIN Rp211m vs Rp210m
• MLPT Rp137m vs Rp99.7m
• FILM Rp60.9m vs Rp109m
• BALI Rp46.0m vs Rp50.3m
• FREN -Rp2.19t vs -Rp3.55t

CONSUMER & PHARMACY
• HMSP Rp13.7t vs Rp13.5t
• GGRM Rp10.9t vs Rp7.79t
• UNVR Rp7.39t vs Rp9.08t
• ICBP Rp5.04t vs Rp4.57t
• INDF Rp4.91t vs Rp4.17t
• KLBF Rp2.51t vs Rp2.46t
• MYOR Rp1.99t vs Rp1.72t
• MLBI Rp1.20t vs Rp1.22t
• ULTJ Rp1.03t vs Rp698m
• SIDO Rp808m vs Rp664m
• TSPC Rp554m vs Rp512m
• KINO Rp520m vs Rp150m
• ROTI Rp301m vs Rp173m
• DVLA Rp222m vs Rp201m
• CLEO Rp131m vs Rp63.3m
• HOKI Rp104m vs Rp90.2m
• KAEF -Rp12.7m vs Rp491m

RETAIL
• LPPF Rp1.37t vs Rp1.09t
• AMRT Rp1.11t vs Rp650m
• MAPI Rp933m vs Rp736m
• MAPA Rp693m vs Rp353m
• ERAA Rp295m vs Rp850m
• PZZA Rp200m vs Rp173m
• MIDI Rp203m vs Rp159m
• MAPB Rp166m vs Rp111m
• HERO Rp70.6m vs -Rp1.25t
• RANC Rp56.3m vs Rp50.8m

PROPERTY & RELATED
• BSDE Rp2.79t vs Rp1.29t
• DMAS Rp1.33t vs Rp496m
• CTRA Rp1.16t vs Rp1.18t
• DUTI Rp1.10t vs Rp911m
• SMRA Rp515m vs Rp449m
• MTLA Rp487m vs Rp482m
• MDLN Rp410m vs Rp25.3m
• BEST Rp380m vs Rp423m
• PPRO Rp343m vs Rp471m
• DILD Rp251m vs Rp204m
• PJAA Rp230m vs Rp223m
• SSIA Rp92.3m vs Rp37.7m

CONSTRUCTION
• WIKA Rp2.28t vs Rp1.73t
• WSKT Rp938m vs Rp3.96t
• PTPP Rp930m vs Rp1.50t
• WSBP Rp806m vs Rp1.10t
• ADHI Rp664m vs Rp644m
• WTON Rp512m vs Rp486m
• WEGE Rp452m vs Rp444m
• PPRE Rp439m vs Rp432m
• TOTL Rp176m vs Rp209m
• NRCA Rp101m vs Rp118m
• ACST -Rp1.14t vs Rp18m

INFRASTRUCTURE RELATED
• SMGR Rp2.39t vs Rp3.08t
• INTP Rp1.83t vs Rp1.14t
• PGAS $67.6jt vs $305jt
• BNBR Rp853m vs -Rp1.26t
• AKRA Rp714m vs Rp711m
• SMCB Rp499m vs -Rp828m
• BUKK Rp492m vs Rp561m
• IPCM Rp90.0m vs Rp72.8m

AUTO & HEAVY EQUIPMENT
• ASII Rp21.7t vs Rp21.6t
• UNTR Rp11.3t vs Rp11.1t
• AUTO Rp739m vs Rp611m
• BOGA Rp9.81m vs Rp11.6m

MANUFACTURING
• INKP $274jt vs $588jt
• TKIM $167jt vs $246jt
• SRIL $87.6jt vs $84.5jt
• FASW Rp969m vs Rp1.40t
• BRPT $44.1jt vs $72.2jt
• TPIA $22.9jt vs $181.6jt
• PBID Rp223m vs Rp294m
• ISSP Rp186m vs Rp48.7m
• NIKL $2.68jt vs -$1.54jt
• ESSA $2.64jt vs $33.9jt

TRADE & SERVICES
• MIKA Rp730m vs Rp613m
• BIRD Rp314m vs Rp457m
• HEAL Rp255m vs Rp124m
• PRDA Rp210m vs Rp175m
• GIAA $6.98jt vs -$231jt
• TMAS Rp92.9m vs Rp34.5m
• MBSS $1.59jt vs -$17.1jt
• GMFI -$3.18jt vs $11.1jt
• SAME -Rp114m vs Rp58.8m
• TAXI -Rp275m vs -Rp836m
• SMDR -$38.4jt vs $7.29jt

OIL & MINING RELATED
• ADRO $404jt vs $418jt
• PTBA Rp4.06t vs Rp5.02t
• ITMG $129jt vs $262jt
• MDKA $70.8jt vs Rp52.5jt
• INCO $57.4jt vs $60.5jt
• PTRO $31.2jt vs $22.9jt
• ENRG $28.0jt vs -$12.7jt
• DOID $20.5jt vs $75.6jt
• HRUM $18.5jt vs $31.8jt
• ELSA Rp356m vs Rp276m
• ANTM Rp194m vs Rp1.64t
• BUMI $6.84jt vs $220jt
• BRMS $1.28jt vs -$103jt
• INDY -$18.2jt vs $80.1jt
• TINS -Rp611m vs Rp132m

AGRICULTURE & POULTRY
• JPFA Rp1.76t vs Rp2.17t
• SMAR Rp899m vs Rp597m
• LSIP Rp254m vs Rp331m
• AALI Rp211m vs Rp1.44t
• SGRO Rp33.1m vs Rp55.5m
• SIMP -Rp546m vs -Rp76.5m

Market Flash (#BANK #BUMN)

#kafein #BBRI-4480 -20pts -0.44% tertahan hari ini cum-deviden 168.10/shr, dgn market yg terkoreksi masif hingga 5688 -98pts -1.70% dan juga dibandingkan dgn #BMRI 7650 -150pts -1.92% (cum 27/2) atau #BBNI 7300 -200pts -2.67% (cum dev 28/2), dimana besok #BBRI berbalik jadi ex-deviden sehingga bisa jadi benchmark bagi kita di saham BMRI ataupun BBNI jika esok hari market terkoreksi kembali ?

Dihitung dari market yg terkoreksi di tgl 20 FEb :
BBRI pada saat itu ada di level 4560, berarti BBRI baru terkoreksi -80pts -1.75%.

BMRI dari 8000, berarti -350pts -4.3%, dan

BBNI dari 7925, berarti -625pts -7.8%.

Sehingga hal ini menjadikan BBNI menarik!!, dgn low terdekat tuk BBNI ada di 7125-7075, sdgkan BMRI ada di 7350. WATCH BBNI | BMRI.

FTSE GLOBAL EQUITY INDEX SERIES ASIA PACIFIC EX JAPAN EX CHINA

FTSE GLOBAL EQUITY INDEX SERIES ASIA PACIFIC
EX JAPAN EX CHINA
REGIONAL INDEX SEMI-ANNUAL REVIEW
(The changes will be effective after the close of business on Friday, 20 March 2020 (i.e. on Monday, 23 March 2020)

Micro Cap
Inclusions : SSMS, WSBP, INDY, CLEO, MTDL, KEEN, VOKS, JSKY
Exclusions : KOTA, IMJS, PTSN, SOCI, ACST, TGRA, FORZ

FTSE Total-Cap (LMSµ)
Inclusions : SSMS, WSBP, INDY, CLEO, MTDL, KEEN, VOKS, JSKY
Exclusions : KOTA, IMJS, PTSN, SOCI, ACST, TGRA, FORZ