Awas, harga saham comodity udah pada kemahalan! Switching aja ke
Perbankan menjelang akhir bulan ini, mumpung BI Rate dan pengumuman
inflasi belum keluar! Tuh, Kim Eng aja suruh jual ANTM and buy BBRI!
2009/7/24, KC <kathleen_chu...@yahoo.com>:
>
> Our
> Comment
>
> Rahmi
> Marina published a report on Bank Rakyat Indonesia (BRI). We like the
> bank due to its expertise in small and micro lending. In light with lower
> interest rate environment, we expect total lending to grow at 17.7% CAGR in
> the
> next three years. On the funding side, the company has a solid deposit base.
> We
> expect NIM to slightly decrease to 10% this year from 10.4% in 2008, due
> to a 150bps hike in cost of fund. We recommend BUY with target price of
> Rp7,800, implying a valuation of 3x FY10 PBV and 11x FY10 PE.
>
>
>
> The
> General Election Commission (KPU) announced yesterday that the pair of
> Yudhoyono and Boediono win the presidential election with 60.8% of total
> votes,
> followed by Megawati- Prabowo with 26.79% and Jusuf Kalla and Wiranto
> (12.4%).
> The pair of Yudhoyono-Boediono win in 28 provinces, while Kalla-Wiranto win
> in
> 4 provinces. Megawati-Prabowo only win in Bali.
>
>
>
>
>
> Ricardo
> Silaen
>
>
>
>
>
>
>
> Highlights
>
> • Bank
> BRI (BUY): Growing the old-fashioned way
>
> • Bank
> BRI (BUY): No talks on Bukopin acquisition
>
> • Aneka
> Tambang (SELL): Get full backing to acquire Newmont
>
> • Adaro
> Energy: Shareholders to restructure holdings
>
> • Davomas: Two
> bondholders ask Indonesia court for debt payment freeze
>
> • Politics:
> President Yudhoyono wins election
>
> • Phapros:
> 1H09 results
>
>
>
>
>
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> 18:00:00
>
>
>
>
>
>
>
>
>
--
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