Erajaya Swasembada (ERAA.JK)
- Cell phone sales are increasingly massive and aggressive expansion will be positive sentiment to boost stock prices.
- The launch of a number of new smartphones like the Samsung S Note 8, Xiaomi Redmi 5a, and the Iphone X makes the company's sales growth increased to penetrate the 13.6 million units this year and rose to 14.1 million units in 2018.
- Adeline Solaiman, analyst Danareksa Sekuritas and Jessica, analyst Ciptadana Sekuritas Asia recommend buy stocks with a target price of Rp 1,100 - 1,150 per share and 48.6% upside.
- In this year the company will inaugurate two new hospital. As for the target until 2020, i.e. to establish and operate six new hospital.
- The high volume of patients with 12 hospitals and 2,000 beds. The addition of a network that carried out will also enhance growth and capture the market power.
- Acquisition of the Kasih Hospital Groups that currently operates seven hospitals with 500 beds will also have an impact on the growth of the company's performance this year.
- Nafan Aji, analyst Binaartha Sekuritas recommend the stock to a buy with a target price on the level of Rp 2,110. Meanwhile, Samuel Sekuritas Indonesia recommend buy with a target price of Rp 2,950.
- Telkom is being spurred the growth of the non-cellular business which currently contribute up to 30% of the revenue. Non-mobile business Telkom are Indihome, Telkomsigma and Telkomtelstra.
- Indihome users increased by 1.3 million people over the past year. In 2018, Telkom is targeting the addition of 1.7 million new customers. Indihome income throughout January — September 2017 reached Rp5,9 trillion, with year on year growth of 49.7%.
- As for Telkom, the income from the business to business division (enterprises) reached Rp15,8 trillion, with year on year growth of 39.5%.
- Bolster cellular business, TLKM will add 20,000 base stations 4G in 2018.
- Alfred Nainggolan, analyst Koneksi Kapital recommended buy with target price of Rp 5,950 and target price to earnings ratio (PE) 22 times in 2018.
- The company is targeting a market capitalization can break US $1 billion in 2-3 years.
- Based on the projections of the financial statements the unaudited, GMFI record double digit revenue growth. The company claims the income in 2017 exceeded the target last year of US $424 million.
Waskita Karya (WSKT.JK)
- The state-owned construction companies would benefit from the efforts of a Government increasingly boost infrastructure development ahead of presidential elections next year, so that the construction company was able to record highs over acquisition contract and financial performance at the end of last year.
- WaskitaToll Road (WTR) is also planning to divest over the section of Trans Java which is expected to be completed this year.
- Nico Laurens, analyst Panin Sekuritas, recommends buy with a target price of Rp 3,000 per share. Mega Capital analyst Danny Eugene, even giving a strong buy recommendation with a target price at Rp 4,870 per share. Reza also recommends a buy with a target of Rp 3,250 per share.
- Daily (5725) (RoE: 12.21%; PER: 18.91 x; PBV: 2.29 x; Beta: 0.87): looks tweezer bottom pattern candlestick pattern that indicates a potential stimulus to buy on the stock price movement. "Buy on Weakness" at the area level of 5,600-5,700, with target prices gradually in level, 6,300 6,050 5,850,, 6,600 and 6,750. Support: 5,525.
- Daily (8825) (RoE: 19.58%; PER: 25.46 x; PBV: 4.97 x; Beta: 1.13): currently, looks bullish harami candlestick doji star pattern that indicates a potential stimulus to buy. In addition, prices persist above the bottom line of bollinger. "The accumulated Buy" at the area level 8750 – 8850, with target prices gradually in level 9,275 and 9,150. Support: 8,600.
- LPPF awarded as one of the 100 fastest growing companies from Infobank magazine. From 355 public companies in BEI, LPPF awarded as one of the 100 fastest growing companies. The LPPF is in the category of trade, services and transportation, with a total value of 96.8
- The placement of funds in BNI government bonds increased 26.7% yoy to Rp 79.84 trillion. While in the form of securities or marketable securites rose 52.4% to Rp 36.35 trillion.
- Previously, Infinix Mobile only employ PT Nusa Sat Persada (PTSN.JK) which is located in Batam to produce smartphones Infinix. However, because the market demand for smartphones is high enough then the Infinix Mobile add new partner, namely Telesindo (TELE.JK) located in Jakarta. Telesindo were also known to produce smartphones for LG and Blackberry.
- The company is targeting revenue in 2018 up 10%, driven from export filters, radiators and other products.
- Capital expenditure for this year is almost the same last year amounting to about Rp 100 billion. The funds allocated for the purchase of new machines.
- Financial report of Q3-2017 notes, sales netto amounted to Rp 889.41 billion, up from the same period of the previous year of Rp 705.23 billion. Net profit also rose to Rp 133.95 billion from the previous period of Rp 119.98 billion.
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