1. Sarana Menara Nusantara (TOWR)
- The company will pay dividends for the year 2017 worth Rp 1-1.5 trillion, at most in May 2018. The company has paid dividends the first year 2016 Rp 700 billion. In December 2017, the company also has paid interm dividends for the year 2017 Rp 300 billion.
- In 2017, TOWR received more than 2,300 request (order) for tenancy leases. Of the whole order, nearly 1,600 tenancy leases have reached the status ready installations (RFI) and has started to generate rental income. The company also gained 3,700 additional equipment leases in the year 2017 which is derived from the rent that space using tenan more at the site of the tower from the addition of their device.
- Until December 2017, TOWR has owns and manages more than 14,800 telecommunication towers, more than 25,000 tenancy leases, at least 4,100 kilometers of fiber optic network, as well as more than 250 points points-of-presences in Jakarta and Surabaya.
- Based on the monthly financial statement data (unaudited) December 2017 per BCA, the deposit funds reached Rp 137,48 trillion, or rose 12.7% on an annual basis when compared to the end of 2016 amounted to Rp121,93 trillion.
- The company is targeting credit growth this year rose 10-11%.
- Analysts assess the JPFA, still can get positive performance this year.
- JPFA still preserved thanks to a rule reference pricing buying and selling corn on the level of the farmer and the consumer. This rule can maintain availability and price stability so that the impact was positive for the company's margins.
- Space growth performance for the JPFA is still quite open, because the level of consumption of chicken meat in Indonesia is still low.
- Analysts predict the year 2017, JPFA revenues reached Rp 31.40 trillion with net profit of Rp 1.49 trillion.
- Stock valuation of the stock is still cheap with dividend yield 3.4% are classified as high.
- Bank Indonesia dan Bank Negara Malaysia appoints 11 ACCD (As Cross Currency Dealer) consisting of 6 Indonesia banks and 5 Malaysia banks to convert direct investment in local currency. The six banks in the country include PT Bank Rakyat Indonesia (BBRI), PT Bank Mandiri (BMRI), PT Bank Central Asia (BBCA), PT Bank Negara Indonesia (BBNI), PT Bank CIMB Niaga (BNGA), and PT Bank Maybank Indonesia (BNII).
- In the year 2017, the BMRI records growth of assets amounting to 6.5% year on year (yoy).
- Electronification programs of toll tickets, trains, buses and parking resulting in increased usage of electronic money transactions. PT Bank Mandiri (BMRI), PT Bank Rakyat Indonesia (BBRI) and PT Bank Negara Indonesia (BBNI) noted the increase of transactions electronic money (e-money) almost tripled in 2017.
- Deputy of Mining Businesses, Strategic Industry, and Media Ministry of State-Owned Enterprises Fajar Harry Sampurno mentions the merger between PGN and Pertagas this can be implemented by March 2018. That way, the gas business is held by State-Owned Enterprises can be run together.
- Later if the integration of the PGN and Pertagas running smoothly, then automatically PGN will become a subsidiary of Pertamina. PGN so part of Pertamina's gas, become Pertamina subsidiary.
- PT Bank Panin adds ownership shares in a subsidiary, namely PT Bank Panin Syariah Dubai Tbk as much as 31.4 million shares. The stock purchase was done on February 9th, 2018.
- Director of Bank Panin Syariah Dubai Doddy Permadi Syarief said, after the purchase of the shares, then the percentage of share ownership of Bank Panin in Panin Syariah increased to 42.85% from previous 42.54%.
- This year, BNI spur infrastructure loan growth in the range of 10 - 15% devoted to Government and private projects.
- The local Government of Gianyar teamed with BBNI will market the products of Small Medium Enterprises online.
- JPMorgan says inflation, rising wages actually good for stocks. Bets on gains in precious metals, copper, zinc and nickel will probably result in the highest returns over one year, the bank said. Assuming the present cycle will stretch beyond 2018, the current expansion is just beginning one of the strongest periods for metals prices broadly, it said.
- JPMorgan expects copper to average $7,405 a metric ton this year, with its quarterly forecasts rising through 2018, according to the note. Three-month copper was last at $7,048 a ton on the London Metal Exchange.
- Soaring oil prices cause manufacturers increase petrochemical production capacity to maintain the company's expenses. Chemical and petrochemical products is the first derivative of refining petroleum. The current capacity of the national 50% still used so that there is still room to increase production.
- Of the 200,000 customers who have connected with fiber to the home (FTTH), 40% have used the speed of 100 Mbps. the company provides four options for cable internet customers, i.e. 50 Mbps, 100 Mbps, 150 Mbps and 300 Mbps.
- TELE is planning to issue bonds valued at Rp 2 trillion for refinancing debt.
- Until quarter III-2017, TELE had revenue of Rp 20.42 trillion. The revenue came from vouchers sales and SIM cards Rp 15.95 trillion or around 78.14% of consolidated revenues, mobile phone revenue of Rp 4.46 trillion or about 21.86%, and maintain service of Rp 530 million or about 1%.
- There are a few companies, with the value of the purchase transaction that exceeds 10% of the total cumulative purchase neto. Of them namely PT Telkomsel and PT Tekomunikasi Indonesia (TLKM) amounting to Rp 13.94 trillion. Then, PT Samsung Electronics Indonesia amounting to Rp 2.10 trillion, and others amounting to Rp 3.4 trillion.
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