1. Bumi Resources (BUMI)
- This year, the gross income of the company is estimated to be about USD 5.5 - 6.6 billion or up 25% compared to the forecast of the year 2017 of USD 4.8 billion.
- The stock price of the stock also assessed is still interesting. BUMI share price valuations are already very cheap, with PER is around 4.5 times. Meanwhile, the average PER coal industry about 9 times. Reasonable price, so that the BUMI should be doubled from the current share price.
- The company is targeting this year's coal production up 10% to 93 million tons.
- Semen Indonesia recorded production of 15.34 million tons in 2017 or up 10.2% compared to the previous year of 13.92 million tons. As for the exports, Semen Indonesia recorded sales of 1.87 million tons in 2017 or jump 212% compared to the previous year amounted to 600,000 tons.
- The company post net profit of Rp2,2 trillion in 2017, or jump 16.5% compared to the year 2016 amounted to Rp 1,77 trillion. This net profit rises due to start the operation of the segment of new toll roads.
- Total company assets in the year 2017 to Rp 79,2 trillion or jump 48% compared to the year 2016.
- Total toll road concessions belonging to Jasa Marga until end of 2017 is 1,497 km.
- Transaction Banking Director of BBCA, Santoso Liem reveals, this year the BCA target fee based income increased 9% on an annual basis (year on year/yoy). Besides BBCA, Bank Mandiri (BMRI), Bank Rakyat Indonesia (BBRI), and Bank Negara Indonesia (BBNI), also rely on fee based income as one of the sources of income of 2018.
- BNI did cooperation with several state-owned developers such as Perumnas, Adhi Persada and Wijaya Karya, to explore the potential of ownership credit apartments (KPA) which reached Rp 6.3 trillion.
- The company had plenty of expansion construction of telecommunications towers this year.
- Maxima Queen, the wife of King Willem-Alexander from Netherlands would like to see direct business model partnerships between industry with maize farmers in Lampung, conducted by PT Japfa Comfeed Indonesia with PT Vasham.
- Characteristics of construction companies have no direct connection with global issues so as to make its stock price remains positive despite global bourses plummeted. Global issues will not change the contract value or the number of contracts won by construction companies.
- PT Waskita Karya Realty, a subsidiary WSKT, expanding into the Bumi Serpong Damai (BSD) area for residential development. Company saw the interest from South Tangerang citizens to buy houses began to rise, particularly the apartment. This was proved through the sale of Nines Plaza & Residence which has reached 60% for Tower 1.
- For the year 2018, Waskita Karya Realty target marketing sales Rp 2 trillion. While the capital expenditures of around Rp 1.25 trillion from internal cash.
- The abundance of an important event, which was held this year (including the province elections), optimism could lift retail stock performance. The amount of money that poured the party and candidate of the head area for the purposes of the campaign makes people's income increases so that they do not hesitate to spend money for the consumption.
- The company gets working capital credit Rp1,47 trillion from BBCA.
- The Government's policy to reduce the transaction import cell phone illegally will bring positive impact on ERAA.
- This year the company is targeting could add new 250 stores spread over several cities. This number increased 5 times compared to last year.
- To increasing the revenue then the company doing expansion to foreign markets by creating a subsidiary based in Singapore i.e. Erajaya Swasembada Pte. Ltd.
11. Krakatau Steel (KRAS)
- The largest steel company in Indonesia want to do three main steps in the year 2018 with efficiency, increase production capacity, and improve competitiveness.
- CEO of KRAS is optimistic it can reach sales targets in 2018 of 2.8 million tons, or increased by 40% compared to the year 2017. For the year 2018, the company is targeting national market share of 44% for HRC, 28% for CRC and 9% for wire rod.
- This year the company is building two projects namely the Blast Furnace and Hot Strip Mill (HSM) 2. Blast Furnace has an investment value of USD 661.5 million with production capacity of 1.2 million tons/year. While the HSM 2, has a value of investment of USD 450.4 million with a production capacity of 1.5 million tons/year.
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