Berikut beberapa media mentajukkan rilis laporan keuangan BMRI setelah penutupan perdagangan sebagaimana indikasi dalam *post* kami Selasa lalu ( http://tinyurl.com/6s554bn)
- *Semangat, dan yang penting tonjolkan angka yang besar:* Bisnis Indonesia: KINERJA BANK: Mandiri Raih Laba Rp12,25 Triliun ( http://www.bisnis.com/articles/kinerja-bank-mandiri-raih-laba-rp12-25-triliun ) inilah.com: Laba Bersih Bank Mandiri Capai Rp12,2 T di 2011 ( http://pasarmodal.inilah.com/read/detail/1838633/laba-bersih-bank-mandiri-capai-rp122-t-di-2011 ) Investor Daily: 2011, Laba Bersih Bank Mandiri Rp12,2 Triliun ( http://www.investor.co.id/moneyandbanking/2011-laba-bersih-bank-mandiri-rp122-triliun/31595 ) - *Optimis boleh, tetapi isi harus realistis:* Bloomberg: *Bank Mandiri 2011 Profit Rises 33% on Lending Growth, Fees* ( http://www.bloomberg.com/news/2012-03-08/bank-mandiri-2011-profit-rises-33-on-lending-growth-fees.html ) Puas baca judul dengan data tahunan minus kuartalan terakhir (belum sempat reviu lebih dalam)? Jangan dulu. Bloomberg: *Net income climbed to 12.2 trillion rupiah ($1.34 billion) from 9.2 trillion rupiah a year earlier, the company said in a statement in Jakarta today. A survey of 28 analysts by Bloomberg estimated net income of 12.32 trillion rupiah last year. * *Missed estimates!* Sudah cukup bagi investor untuk mendapatkan gambaran *fair*? Belum sampai Anda mengkonfirmasi reportase berikut yang *straight forward* dengan terawang kuartal terkini: *Bank Mandiri, Indonesia's biggest lender, saw fourth quarter 2011 net profit up 6.4 percent, on lending growth as benchmark interest rates were cut to a record low.* * * *State-owned Mandiri, which aims to expand its reach into Southeast Asia and China, reported on Thursday full year 2011 net profit of 12.2 trillion rupiah. This compared with a net profit of 9.2 trillion rupiah in the year-ago period.* * * *Analysts forecast full-year 2012 net profit at 13.57 trillion rupiah, according to Thomson Reuters' I/B/E/S.* * * *Indonesia's Bank Mandiri Q4 net profit rises 6.4 pct ( http://www.reuters.com/article/2012/03/08/mandiri-result-idUSJ9E8D600D20120308 )* *Missed estimates, both Bloomberg & Reuters* *Net profit q-o-q a year ago* *hanya 6,4%* *Declining performance *and *bigger NIM pressures ahead* *Dividen* akan *diturunkan 20%* *Asset-income manager, what are you looking for?* *Value? Premium* *Income? Being cut* * * *Need more discount against risk premium!* -- '+' Follow positif01indo on Twitter: https://twitter.com/#!/positif01indo Persetujuan *request followers* baru diberikan hanya satu kali tiap akhir kuartal maks 500 *request */ diskresi kami.
