1. Adira Dinamika Multifinance (ADMF)
- The company in 2017 posted net profit amounted to Rp 1,4 trillion, or rose 39.6 percent compared with the same period in 2016 amounted to Rp 1,009 trillion. The increase in net income is mainly driven by the growth in interest income.
- Overall, the company recorded total revenue grew 8.6 percent to Rp 9,1 trillion in 2017. While the total burden of rising 4.7 percent compared with the previous year be Rp 7 trillion.
- KLBF projected product sales of prescription drugs this year could grow by 5 - 7%. Every year there are always new products 5-10 prescription drugs, that its use can vary. Several new products last year including such as Brainact, Cefspan, Mycoral, Cernevit, Cravit, Neuralgin, Broadced, Neurotam, Hemapo, and CPG.
- Products that are intended for multiple segments. Including generic drugs without brand for low-income segment, branded generic drugs and licensed drugs for middle upper segments.
- The company is targeting the performance of topline grew by 7 - 9%.
- Company in 2018 would like to growth in all lines of business, in distribution, manufacturing, and services. And also in the water business which the company cooperates with 400 Regional Drinking Water Company (PDAM) all over Indonesia. In addition, the company also cooperates with many water treatment companies.
- The company produce the coagulant to make clots or sediment that can separate the water and mud. Coagulant products are poly aluminium chloride (PAC) based aluminum. There is also the form of aluminum sulfate coagulant. Location of PAC production located in Gresik, East Java and Tangerang, Banten. While for the production of aluminum sulfate was in Pulo Gadung, Jakarta, Palembang, South Sumatra and Thailand.
- The company also plans to develop other manufacturing products namely Crme Fiber through a subsidiary PT Lautan Natural Krimerindo (Ellenka). Crme is fiber food ingredients made from vegetable fiber, oligosakarida and coconut oil. The company claims a powdery products, such as healthy food products that could offset the taste of coconut milk. Up to now, the sale of Fiber Crme only in schemes of business to consumer (B2C), and it has been reaching out to local markets, Europe and the Americas. The company has a cream factory installed with production capacity 61,600 tons per year. Target production last year reached 30,000 tons. While the production target this year is estimated to rise 30% to 39,000 tons cream.
- Until 30 September 2017, the company pocketed sales before reduced elimination of Rp 5.91 trillion. Business lines the biggest revenue contributor is distribution i.e. Rp 3.59 trillion or 60.74% against sales. While the rest comes from contributions to the business lines of manufacturing and services.
- The company recorded growth of credit in January 2018 in the range of 8 - 9% in annual or year on year (yoy).
- Although there is a tendency towards growth slowdown products futures deposits or deposits due to the trend of a decline in interest rates in the year 2017 as well as potential consumption rose in politics, BBNI remains optimistic of growth deposits this year can touch 17% on an annual basis or year on year (yoy).
- The company is targeting medium-sized credit in 2018 Rp 83 trillion or up Rp 13 trillion, compared to the year 2017.
- The company has received a total of payment terms of projects under cultivation amounted to Rp 2.37 trillion throughout January to mid-February 2018. The acceptance of the payment term is derived from the turnkey Becakayu toll road project and a number of turnkey projects.
- Until mid-February 2018, WSBP has pocketed new contracts about Rp 450 billion and is expected to reach Rp 700 billion until the end of this month. The new contract comes from the additional work on a number of major projects, including the toll road projects Semarang-Batang toll road project, Krian-Legundi-Bunder toll road, Cibitung-Cilincing toll road project, and some projects are still in the process of negotiation ie Probolinggo-Kraksaan toll road projects and others.
- As for the target of total contract value new year 2018 is Rp 11.52 trillion. With additional contracts carry over then the total managed contract value until the end of the year 2018 is around Rp 25.3 trillion.
- MTDL merger two subsidiaries, PT. Metrodata Indonesia Logicalis (LMI) with PT Packet Systems Indonesia (PSI) on February 15, 2018.
- MTDL has a 49% stake in LMI, and 14% stake in PSI. With the merger of LMI and PSI is expected to create an efficient and powerful business.
- The company posted revenue of marketing sales at Rp 400 billion throughout January 2018 or 10.5% of the company's target year 2018 of Rp 3.8 trillion. The biggest contribution came from West Point in Surabaya. The project is the latest and has just launched in December 2017.
- PPRO will market the TOD Juanda Station project in semester II 2018. Meanwhile, the company is still waiting for the licensing for the development of project-based Transit Oriented Development (TOD) which is integrated with the mass transport.
- Besides Juanda Station, PPRO will also develop project-based TOD in Jababeka cooperation with PT Grahabuana Cikarang. They will build a mixed use area include the apartments and commercial areas in the form of Japan style-mall. The project with the little Tokyo concept to be marketed on the semester II 2018.
- The prospect of a cable industry issuers this year predicted still stagnant, although the Government is still continuing its program of 35,000 megawatts of electricity. This is the electric program program sustainable until 2019 to build electricity network from Sabang to Merauke.
- Cable sales projected to still be sustained by sales of wiring in the electrical installation of the property. The rest came from state-owned companies, supplier development, PLN supplier for property government infrastructures, as well as cooperation programs with the region's tourism.
- Among several issuers cable, KBLI price earning ratio (PER) is still pretty good at 5.4 times compared to other issuers. Better liquidity and a solid net income and still get positive earnings.
- The Oil and Gas Downstream Regulatory Agency (BPH Migas) target there are as many as 73 points one price fuel dealer in 2018. According to the plan, the supplier comprised of 67 point owned by PT Pertamina (Persero) and 6 point run private companies, namely PT AKR Corporindo (AKRA).
- Until the end of September 2017, AKR Corporindo posted the increase in the profit of the parent 28.3% amounted to Rp 1.02 trillion or up from the same period in 2016 of Rp 793.19 billion. Revenue to Rp 13.43 trillion in the period January-September 2017, up 22.65% from Rp 10,95 trillion in the period January-September 2016.
- Revenue from the trading of basic chemistry in the period January-September 2017 increased 33% to Rp 3,22 trillion, compared with Rp 2,42 trillion in the period January-September 2016, supported by an increase in demand for basic chemicals of industry segments as well as the increase in the selling price. On the other hand, income from the industry during the period of the first nine months of this year was recorded at Rp 401 billion.
- In a joint venture between Brazil's IndoAgris, a subsidiary of IndoAgri, with JF Investimentos SA (JD), each company shall deposit the initial capital of $7.2 million for the acquisition of Canapolis, a sugar mill in Minas Gerais, Brazil, with a capacity of roughly 1.8 million tons per year, following land 6,048 hectares, through a bankruptcy auction process.
- Canapolis hopes to start operating the plant in 2020, after sugar cane planting and rehabilitation of the factory. As for capital expenditure for planting sugar cane and rehabilitation, will use bank loans.
- For 2018, the company estimates the revenue and profit of the company will be relatively flat compared to the year 2017. Although this year the company is targeting a conservative but sales marketing management still remains positive because the BSDE balance sheet healthy enough with projections of profit growth at 11% CAGR for the period 2016-2019.
- Marketing of the company's sales this year amounted to Rp 7,2 trillion, consisting of residential sales amounted to Rp 3,55 trillion, and the sale of commercial property includes apartments and commercial land Rp 3.55 trillion. Since the beginning of the year, BSDE already had marketing sales totaling Rp 1,6 trillion from a number of new projects have been launched.
- Improvement of reccuring income still needed to keep the company's revenue performance remains stable in the event of a pressure on the sale of the property. Even though it has acquired a number of new property investment unit, this year's contributions to the company's income reccuring diestimasikan is still about 17 - 20% of the total revenue.
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