Sunday, July 31, 2011

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Gado gado hari ini

Harum Energy earning up 70% in 1H
PT Harum Energy Tbk (HRUM), coal miner that is controlled by Indonesian businessman Kiki Barki, reported Rp743.02 billion in net profit for the first half of this year, a 70.02% increase from Rp437.01 billion a year earlier.

The increase was a result of growth in revenue driven coal sales volume and average selling price. However, Harum's foreign exchange loss surged 2,221.76% to Rp55.49 billion from Rp2.39 billion.
Operating profit was Rp960.87 billion in 1H 2011, a 94.99% jump from Rp492.79 billion in 1H 2010. Gross profit also rose 83% to Rp1.22 trillion from Rp669.01 billion. Harum posted Rp2.98 trillion in revenue, increased 42.58% from Rp2.09 trillion.

DOID
‎​Delta Dunia 1H profit plunges 91.34%
PT Delta Dunia Makmur Tbk (DOID), parent of Indonesia's second largest coal mining contractor PT Bukit Makmur Mandiri Utama (BUMA), suffered a 91.34% plunge in net profit in the first half of this year as a result of higher cost of goods sold and transaction costs and bank charges.

Delta Dunia posted Rp17.85 billion net profit in 1H 2011 from Rp206.19 billion 1H 2010. The company's operating profit dropped 45.38% to Rp252.29 billion from Rp461.86 billion.

In line with the drop, gross profit also fell 23.23% to Rp453,54 billion from Rp590.75 billion as cost of goods sold increased 28.91% to Rp2.72 trillion from Rp2.11 trillion.

Delta Dunia, that is 40% owned by Northstar Tambang Persada, posted a 17.78% increase in revenue to Rp3.18 T
desy.erawati: ASRI : Total revenue per 30 June 2011 is IDR 706 billion, increase 78% compared to previous
year IDR 397 billion.

Net profit per 30 June 2011 is IDR 289 billion, increase 134% compared to previous year IDR 124 billion.

On Friday, July 29th 2011 we have announced our First Half 2011 Financial Report, which also has been submitted to the capital market authorities. During the period, MedcoEnergi recorded a total net profit of USD 19.9 million or up by 64.7% compared to the same period last year of USD 12.1 million. Profit was fueled by total revenue booking of USD 580 million (up by 46.1% year-on-year), with the majority portion came from Oil and Gas Exploration, Production and Contracts activities which contributed 72% of the total revenue. Average realized selling price of oil and gas during the period were both significantly higher compared to the same period last year with oil price recorded at a 40.7% increase to USD 113.2/barrel, while gas price was 5.6% higher at USD 3.8/mmbtu.

PT International Nickel Indonesia Tbk (INCO) recorded net earnings total net earnings in 2011 year-to-date of US$238.1 million were 9% above the same period in 2010 when the company achieved US$218.8 million.
EBITDA in 2011 year-todate of US$366.6 million was 9% above the US$336.2 million obtained in the same period in 2010.
INCO recorded an average realized price of nickel in matte of US$19,895 per metric ton during 2Q11, compared to US$20,246 per metric ton in 1Q11.
Net sales were US$393.0 million for the 3 months ended June 30, 2011, an increase compared to US$322.4 million in 1Q11. This increase was mainly due to higher deliveries of nickel in matte. In 2Q11 deliveries totalled 19,438 metric tons compared to 15,689 metric tons in 1Q11.

Just reminder : new LQ45 stock periode 1 agst 2011 - 1 feb 2012 : BORN, HRUM, KRAS, ICBP, EXCL

bfin manajemen baru, chart konsolidasi atas, potensi 8000 bila BO. manajemen baru akan buka 500 cabang baru ke depan dari 150 yang ada sekarang. Chart BFIN juga tahan gempuran indeks.layak diperhatikan...

Recommendation and valuation
Assuming 20-25% loan growth, BJBR would be on target to achieve our 17% CAGR earnings forecasts in 2011-12. This combined with high payout ratio of 65% in 2011, BJBR remains attractive in our view. Thus, using 2012 valuation, we adjust our target price (TP) to IDR1,500, translating to 2012 implied P/BV of 2.4x. With 21% upside potential to our TP, we reiterate BUY. (Bahana - DX)

trading lpck, turi

*DJ International Nickel Indonesia 1H Net Profit $$238.15 Mn Vs $218.80 Mln
desy.erawati: *DJ Indonesia July CPI +0.67% On Month; Mkt Expected +0.81%
desy.erawati: *DJ Indonesia July CPI +4.61% On Year; Mkt Expected +4.78%
*DJ Indonesia July CPI +0.67% On Month; Mkt Expected +0.81%

inflasi bagus...jadi mustinya property banking cons good ok...
REMINDER::: Indonesia's largest coking coal miner PT Borneo Lumbung Energi & Metal Tbk (BORN), that is controlled by single majority shareholder Indonesian businessman Samin Tan, today reported a 3,904% jump in net profit for the first 6 months of this year.
Borneo Energi posted Rp826.8 billion net profit in 1H 2011 from Rp20.65 billion in 1H 2010. Gross profit surged to Rp1.65 trillion from Rp509.08 billion. Borneo Energi's revenue skyrocketed to Rp2.98 trillion from Rp1.07 trillion.
Borneo Energi manages and operated two subsidiaries, PT Asmin Koalindo Tuhup (AKT), the only hard coking coal miner in Indonesia, and PT Borneo Mining Services (BMS), equipment rental to AKT.

lpck 1360 PER sekitar 4...dc on

Diversified plantation company PT J.A. Wattie Tbk (JAWA) today reported a 121.26% jump in net profit for the first 6 months of this year, in line with the higher revenue. J.A. Wattie booked Rp115.83 billion in net profit in 1H 2011 from Rp52.35 billion in 1H 2010, mostly underpinned by foreign exchange gain of Rp2.93 billion. Operating profit surged 96.67% to Rp154.90 billion from Rp78.76 billion, driving its margin to 89.05% from 84.48%. The company's net sales increased 65.06% to Rp333.85 billion from Rp202.26 billion.

almi, cfin...choice for trade buy almi 1420

• PT SIMP is an undervalued CPO-related stock in Indonesia, trading at a forward
P/E of only 9.6x vs. the regional sector’s average P/E of 13.7x. This is unjustified in
view of its large capitalisation among Indonesia-listed planters and a strong 3-year
earnings CAGR of 26%. We believe the market has overlooked the group’s wellintegrated
palm-oil business and potential earnings accretion from its sugar
business. Our target price of Rp1,860 is based on 14x forward P/E, in line with the
historical valuations of its parent Indofood Agri. Potential upside is 45% from current
level

last minutes buy smdr 6000....tomrrow 6300 ok...^_^

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