Re: [ob] tlkm ,bbri, bbni, elty, ptba, tins

[Rei]

Ini target2 fantastis apa cuma jebakan batman? Semoga sih kesampaian...

On Thu, Mar 11, 2010 at 4:53 PM, swan silo <swan_gro...@yahoo.com> wrote:

>
>
> Telekomunikasi Indonesia (TLKM-BUY-IDR8,750-TP:IDR11,000) indicated 2009
> net profit of IDR12.1t or 5% - 7%
> y-y growth, above our forecast of IDR11.9t. Sudiro Asno, finance director
> of TLKM, added revenue was expected to
> grow by 5% y-y, mainly on the back of solid performance from its
> cellular-phone business, Telekomunikasi Selular
> (Telkomsel). On separate news, TLKM will seek IDR6t-IDR7t loans to fund
> their working capital and to refinance their
> debts. (Jakarta Globe, Bahana, Investor Daily)
>
> • Bank Negara Indonesia (BBNI-BUY-IDR1,900-TP:IDR2,500) is waiting for the
> government’s approval on the rights
> issue of 13% shares in 2H10. The proceeds will be used to expand its loan
> book and, at the same time, enhance the
> bank’s capital base. (Bisnis Indonesia)
>
> • Bank Rakyat Indonesia (BBRI-BUY-IDR7,450-TP:IDR9,200) will acquire Bank
> Agroniaga (AGRO-NOT RATEDIDR127)
> worth not more than IDR1t. (Investor Daily)
>
> • Perusahaan Gas Negara (PGAS-BUY-IDR3,800-TP:IDR4,800) plans to import
> between 1.5m and 2m tons of LNG per
> year from Qatar. LNG to be imported from Qatar would be supplied to two LNG
> floating receiving terminals to be
> located adjacent to North Sumatra and Banten said PGAS vice president for
> gas supply, Imam Santoso. (The Jakarta
> Post)
>
> • Bank Danamon Indonesia (BDMN-HOLD-IDR5,300 -TP:IDR5,400) will appeal on
> high court decision regarding
> derivative transaction case against Esa Kertas Nusantara. Ricardo, BDMN
> legal council, said that the appeal proposal
> has been sent to the court. (Bisnis Indonesia)
>
> • Tambang Batubara Bukit Asam (PTBA-BUY-IDR16,000-TP:IDR19,850) plans to
> acquire 9.36% stake in Freeport’s
> divested shares. “If the financial statement is good and will bring profit
> to our company, then we will take it,” said
> PTBA president director, Sukrisno. (Kontan)
>
> • Jasa Marga (JSMR-BUY-IDR1,820-TP:IDR2,300) will spend IDR3t in 2010 capex
> for toll road construction with the
> greater part financed by bank loans. (The Jakarta Post)
>
> • Timah (TINS-BUY-IDR2,250-TP:IDR3,100) plans to lower its 2009 dividend
> payout ratio of 30%, while Ministry of
> SOE aims at the payout ratio of 50%. (Kontan)
>
> • Bakrie Development (ELTY-BUY-IDR250-TP:IDR300) is offering 30% shares of
> its projects to Japanese investors.
> (Kontan)
>
> • Warner Investments Bhd has sold 1.61b of Bumi Serpong Damai’s
> (BSDE-BUY-IDR620-TP:IDR1,250) shares or
> 14.77% of ownership. Group Sinarmas through PT Paraga Artamida, is still
> the majority shareholder with 37%
> ownership. (Bisnis Indonesia)
>
>
>
> disclaimer on
>
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>  
>



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