pokoknya naik pak hari ini dan besok.... :) On Thu, Mar 8, 2012 at 8:00 PM, positif01 <[email protected]> wrote:
> ** > > > 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. > > >
