Robin Sutanto/Riset Mandiri Sekuritas SMRA membukukan Rp2.4 triliun pada pra-penjualan Oktober 2018, 60% dari target manajemen dan target kami. Walaupun lamban, peluncuran produk perusahaan mendatang di akhir tahun seharusnya berkontribusi dalam meningkatkan pra-penjualan. Kami tetap mempertahankan target pra-penjualan setahun penuh pada Rp3.2 triliun dan juga tetap mempertahankan saran BUY dengan...
Laura Taslim, Adrian Joezer/Riset Mandiri Sekuritas Ace Hardware (ACES) masih mencatatkan pertumbuhan rata-rata penjualan tiap toko (Same Store Sales Growth/SSSG) yang kuat pada Oktober 2018 berasal SSSG Oktober 2018 ke 13,2%, diatas target 8% dan prediksi setahun penuh 2018 (FY18) kami sebesar 10%. Indikasi penjualan Oktober 2018 telah mencapai Rp5,71...
Danareksa Equity Snapshot - TBIG, 13 November 2018 November 13, 2018 09:39 WIB Niko Margaronis The 3Q18 results are encouraging with the top contributors to tenancy growth being the incumbent Telkomsel followed by XL Axiata. Revenues were only up by 4.5%qoq, however, given churn. TBIG postponed the consolidation of Gihon to 4Q18....
Danareksa Equity Snapshot - SMGR, 13 November 2018 November 13, 2018 11:43 WIB Maria Renata | analyst SMGR has signed an agreement with LafargeHolcim to purchase an 80.6% stake in Holcim with an enterprise value of USD1.75bn, on a 100% basis. Based on our calculations, the transaction value translates into EV/ton...
Danareksa Equity Snapshot - ITMG, 12 November 2018 November 12, 2018 10:32 Stefanus Darmagiri / analyst Indo Tambangraya Megah (ITMG) reported net profits of USD96mn (+115.1% qoq, +44.2% yoy) in 3Q18. Cumulatively, net profits climbed 15.8% yoy to USD199mn in 9M18. The result is slightly below our expectation but within consensus estimates....
Zürich, November 12, 2018 - LafargeHolcim has today signed an agreement with Semen Indonesia for the disposal of its entire shareholding of 80.6 percent in Holcim Indonesia for an enterprise value of USD 1.75 billion, on a 100 percent basis. Semen Indonesia is a major building materials company and...
Fitch Ratings-Singapore/Jakarta-12 November 2018: Fitch Ratings has published a report that outlines our rationale for the November 2018 downgrade of PT Lippo Karawaci Tbk's Long-Term Issuer Default Ratings to 'CCC+' from 'B'. Key considerations include our expectation that the company's cash flow from operation will remain negative and of the...
PT Kota Satu Properti Tbk (SATU), resmi melaksanakan Pencatatan Saham Perdana (IPO) di Bursa Efek Indonesia pada tanggal 5 Nopember 2018. Dengan dimulainya perdagangan tersebut, SATU menjadi emiten ke-48 yang mencatatkan sahamnya di bursa tahun ini. Direktur Utama PT Kota Satu Properti Tbk (SATU), Herowiratno Gunawan mengatakan, langkah Perseroan untuk...
Pada kuartal ketiga 2018, tercatat perseroan membukukan penjualan sebesar Rp 10,5 triliun yang menunjukkan kenaikan sebesar 2,49% dari periode yang sama tahun 2017. Hal ini merupakan perbaikan kinerja setelah pada semester pertama...
ACES’ monthly SSS remained strong, growing 13.3% yoy in 9M18 and driving 22.3% sales growth and 32.5% net income growth in 9M18. 3Q18 net income grew 36.8% yoy and 25.6% qoq. The stronger-than-expected 9M18 results has led us to raising our 2018/19...