Category Archives: Review

Update LK Q2/S1 2015

Posted on July 30, 2015 | Leave a comment

PERBANKAN
———
• BBTN : Laba bersih Rp 831 miliar VS Rp 539 miliar. (+54,25%)
• BDMN : Laba bersih Rp 1.252 triliun VS Rp 1.484 triliun. (-16%)
• BTPN : Laba bersih Rp928 miliar vs Rp996 miliar. (-7%)
• NISP : Laba bersih Rp735 miliar VS Rp632 miliar. (+16%)
• BJTM : Rp524m VS Rp543m (-3,49%)
• BBCA : Laba bersih Rp 8,5 triliun VS Rp 7,9 triliun (+8,8%)
• BNLI : Laba bersih setelah pajak Rp837 miliar VS Rp801 miliar (+5%)
• BINA : Laba bersih Rp 4,1 miliar VS RP 7,4 miliar
• BBMD : Laba bersih RP 111,4 miliar VS Rp 136,9 miliar.
• PNBN : Laba komprehensif Rp1,39 triliun VS Rp1,59 triliun. (turun 12,6%)

MULTIFINANCE/FINANCIAL/PEMBIAYAAN/SEKURITAS/INSURANCE
—————————————————–
• DEFI : Rugi bersih Rp 522,9 juta VS laba bersih 1,2 miliar.
• ASRM : Laba bersih RP 52,6 miliar VS 29,2 miliar.
• AHAP : Laba bersih Rp 1,5 miliar VS RP 5,0 miliar.

PLANTATION
———-
• SSMS : Laba bersih Rp 400 miliar VS Rp 390 miliar. (+2,56%)
• AALI : Laba bersih : 477.9M vs 2T (-66.1%)

AUTOMOTIF&SPARE PART
——————–
• AUTO : Laba bersih Rp152,2 miliar VS Rp454,03 miliar. (- 66,4%)
• GDYR : Rugi bersih -$354rb VS laba bersih $279rb

MIGAS & DISTRIBUSI
——————
• AKRA : Laba bersih Rp605m vs Rp376m. (+ 61%)***
• MEDC : Rugi bersih Rp 233,5 miliar VS laba bersih 104,7 miliar.

MINING & COAL
————-
• PSAB : laba bersih $18.3jt vs $19.9jt
• DOID : rugi bersih -$10.1jt vs Laba bersih $11.3jt
• BUMI : Rugi bersih Rp 4,51 triliun VS Laba bersih 3,98 triliun.

RETAIL
——
• HERO : Rugi bersih -Rp31.6m vs Laba bersih Rp94.7m

TRANSPORTASI
————
• LRNA : Laba bersih Rp0.54m vs Rp1.89m

POULTRY
——-
• JPFA : Rugi bersih Rp272,13 miliar VS laba bersih sebesar Rp325,98 miliar.

PENERBANGAN
———–
• GIAA : Laba bersih US$27,72 juta setara dengan Rp368,67 miliar (Kurs Rp13.300/US$) VS rugi bersih US$203 juta.

KONTRUKSI
———
• WSKT : Laba bersih Rp171 miliar VS Rp60 miliar (naik 182%)

PROPERTY
——–
• COWL : Rugi bersih 1H15 Rp119 miliar vs laba bersih Rp13 miliar.
• PWON : Laba komprehensif yang disesuaikan Rp 1,019 triliun VS Rp 907 miliar. (naik 12%)

BAJA/STEEL
———-

• JPRS : Rugi bersih -Rp3.93m vs Laba bersih Rp4.12m
• GDST : Rugi bersih RP 58,5 miliar VS laba bersih Rp 23,3 miliar.
• NIKL : Rugi bersih -$1.97jt VS -$1.10jt

TEKHNOLOGI
———-
• ASGR : Laba bersih Rp97.4M VS Rp109M

CONSUMER GOODS
————–
• SIPD : rugi bersih 114,3 miliar VS laba bersih 666,1 juta.

« source : copasan dari bbm teman yg baik hati »

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UPDATE LABA/RUGI 1H 2015 VS 1H 2014

Posted on July 29, 2015 | Leave a comment

1.PERBANKAN
BBTN : Laba bersih Rp 831 miliar VS Rp 539 miliar. (naik 54,25%)
BDMN : Laba bersih Rp 1.252 triliun VS Rp 1.484 triliun. (turun 16%)

2.PLANTATION
SSMS : Laba bersih Rp 400 miliar VS Rp 390 miliar. (naik 2,56%)

3.AUTOMOTIF&SPARE PART
AUTO : Laba bersih Rp152,2 miliar VS Rp454,03 miliar. (turun 66,4%)

4.MIGAS & DISTRIBUSI
AKRA : Laba bersih Rp605m vs Rp376m. (naik 61%)***

5.MINING & COAL
PSAB : laba bersih $18.3jt vs $19.9jt
DOID : rugi bersih -$10.1jt vs Laba bersih $11.3jt
PTBA : Laba bersih Rp795,1 miliar VS Rp1,15 triliun. (turun 31,2%)

6.RETAIL
HERO : Rugi bersih -Rp31.6m vs Laba bersih Rp94.7m

7.TRANSPORTASI
LRNA : Laba bersih Rp0.54m vs Rp1.89m

8.POULTRY
JPFA : Rugi bersih Rp272,13 miliar VS laba bersih sebesar Rp325,98 miliar.

9.PENERBANGAN
GIAA : Laba bersih US$27,72 juta setara dengan Rp368,67 miliar (Kurs Rp13.300/US$) pada semester I/2015.

10.OTHERS
JPRS : Rugi bersih -Rp3.93m vs Laba bersih Rp4.12m

#Financial Statements 1Q 2015 VS 1Q 2014

SIPD : rugi bersih 114,3 miliar VS laba bersih 666,1 juta.

BUMI : Rugi bersih Rp 4,51 triliun VS Laba bersih 3,98 triliun.

(LSA/DISCLAIMER ON)

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BANK REVIEW

Posted on June 25, 2015 | Leave a comment

data OJK mengenai pertumbuhan laba bersih bank hingga April 2015:

BBTN +26,3%
BMRI +16,0%
BBCA +11,5%
BBNI -1,5%
BBRI -5,1%

BBTN mencatat pertumbuhan tertinggi, dilanjutkan BMRI dan BBCA..
Namun, BBNI dan BBRI mencatat pertumbuhan negative.

source : copasan-bbm

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Rekap Laba (-Rugi) Bersih Emiten 1Q15 vs 1Q14:

Posted on April 30, 2015 | Leave a comment

»» Bank
• BMRI Rp5.14t vs Rp4.92t(+4.47%)
• BBCA Rp4.1t vs Rp3.7t(+10.8%)
• BBNI Rp2.82t vs Rp2.39t(+17.99%)
• BDMN Rp687m vs Rp874m(-21.4%)
• PNBN Rp588m vs Rp675m(-12.9%)
• BNLI Rp567m vs Rp367m(+54.5%)
• BBTN Rp402m vs Rp341m(+17.9%)
• BJBR Rp385m vs Rp325m(+18.5%)
• NISP Rp372m vs Rp341m(+9.1%)
• BJTM Rp257m vs Rp312m(-17.6%)
• BNII Rp255m vs Rp191m((+33.5%)
• BNGA Rp82.7m vs Rp1.09t(-24.1%)
• BSIM Rp47.0m vs Rp36.3m(+29.5%)
• BVIC Rp32.4m vs Rp42.1m(-23%)
• PNBS Rp18.5m vs Rp10.6m(+74.5%)
• BABP Rp0.82m vs -Rp6.70m

»» Insurance, Finance
• BFIN Rp147m vs Rp130m(+13.1%)
• CFIN Rp95.1m vs Rp97.8m(-27.6%)
• AHAP Rp2.09m vs Rp3.04m(-31.25%)

»» Infrastructure Related
• SMGR Rp1.19t vs Rp1.31t(-9.16%)
• JSMR Rp329m vs Rp376m(-12.5%)
• SMBR Rp74.5mvsRp73.3m(+1.64%)

»» Construction
• TOTL Rp52.4m vs Rp35.4m(+48%)
• ACST Rp12.1m vs Rp22.4m(-46%)

»» Property & Related
• MDLN Rp181m vs Rp390m(-53.6%)
• MTLA Rp59.7m vs Rp53.5m(+11.6%)
• NIRO Rp19.7m vs Rp3.8m(+418%)
• SHID -Rp5.92m vs Rp3.09m

»» Consumer Related
• HMSP Rp2.89t vs Rp2.75t(+5.1%)
• UNVR Rp1.59t vs Rp1.36t(+16.9%)
• ROTI Rp67.1m vs Rp61.2m(+9.6%)
• TCID Rp62.3m vs Rp62.7m(-0.63%)
• DVLA Rp59.8m vs -Rp17.4m
• KAEF Rp43.9m vs Rp23.3m(+88.4%)
• MBTO Rp2.58m vs Rp2.49m(+3.6%)

»» Retail, Trade & Related
• LPPF Rp185m vs Rp123mt(+50.4%)
• ERAA Rp70.6m vs Rp80.1m(-11.9%)
• ASGR Rp47.5m vs Rp33.1m(+43.5%)
• MTDL Rp34.5m vs Rp31.4m(+9.9%)
• HERO -Rp33.2m vs Rp55.3m

»» Services
• SILO Rp34.5m vs Rp26.9m(+28.3%)
• SONA Rp15.1m vs Rp66.2m(-77.1%)

»» Automotive Related
• ASII Rp3.99t vs Rp4.73t(-15.6%)
• UNTR Rp1.64t vs Rp1.58t(+3.8%)
• AUTO Rp87.4m vs Rp265.5m(-67%)
• TURI Rp74.1m vs Rp78.1m(-5.1%)
• IMJS Rp28.9m vs Rp35.9m(-19.5%)
• GDYR -$206rb vs $393rb

»» Energy, Mining & Related
• ELSA Rp65m vs Rp54m(+20.4%)
• KKGI $1.42jt vs $4.59jt(-69.1%)
• TINS -Rp19.1m vs Rp95.0m

»» Agriculture, Poultry & Related
• AALI Rp156m vs Rp784m(-80.1%)
• GZCO -Rp10.5m vs -Rp8.5m

»» Telco, Media & Tech Related
• TLKM Rp3.81t vs Rp3.58t(+6.4%)

»» Transportation, Distribution
• MPMX Rp115m vs Rp152m(-24.3%)
• TMAS Rp60.1m vs Rp53.7m(+11.9%)

»» Manufacture
• ARNA Rp39.6m vs Rp77.1m(-48.6%)
• SRSN Rp5.54m vs Rp6.28m(-11.8%)
• JPRS Rp1.41m vs Rp4.86m(-70.98%)
• ERTX $844rb vs $446rb(+89.2%)
• SSTM -Rp7.22m vs Rp0.54m
• IKAI -Rp9.18m vs -Rp4.72m
• NIKL -$1.16jt vs -$0.26jt

»» Others
• DSNG Rp57.6m vs Rp149m(-61.3%)
• LEAD $1.09jt vs $5.69jt(-80.8%)
• DSFI Rp3.78m vs Rp2.81m(+34.5%)
• MIRA Rp0.76m vs Rp0.50m(+52%)
• PKPK -Rp12.5m vs -Rp1.7m

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Perubahan MSCI

Posted on February 12, 2015 | Leave a comment

MSCI announced changes to its index on 12th February. These changes will be traded on the 27th February.

· We expect approximately US$28m to trade in Indonesia, with balance amount of buy and sell trade.

· High impact Indonesia Changes (Greater than 1 day to trade or greater than US$20m) is SCMA IJ (Surya Citra Media) Upweight amount US$13.7m (50.4m shares) for 4.3 days trade.

· MSCI Indonesia will have 3 Upweights and 27 Downweights.

· 3 Upweights are SCMA, MNCN and BMTR.

· 27 Downweights are BBCA, ASII, TLKM, BBRI, BMRI, PGAS, UNVR, BBNI, SMGR, KLBF, INTP, INDF, LPPF, UNTR, CPIN, GGRM, LPKR, TBIG, ICBP, BDMN, EXCL, BSDE, JSMR, ADRO, AALI, PTBA, ITMG.

· MSCI Small cap index: addition NONE ; deletion INKP

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