Monday, February 5, 2018

Indonesia > Stock Picks for Today (February 6, 2018): PGAS, AKRA, TLKM, LPPF, RALS, WSKT, ADRO, PTBA, UNTR, PPRO, IPCM, ERAA, KLBF



1. Perusahaan Gas Negara (PGAS)

  • PT Perta Arun Gas, a subsidiary PT Pertamina Gas (Pertagas), projecting an increase in net profit to USD 27 million in 2018 compared to the realisation in 2017 of USD 24.59 million.

2. AKR Corporindo (AKRA)
  • In the year 2018, the company will record a net profit growth of two digits. In other words, the increase in net profit more than 9 percent. Stocks that have good fundamentals, have stable net profit growth each year or growing 12 - 20 percent.
  • The company grabbed the growth of net profit 28.29% amounted to Rp 1,01 trillion compared to the previous Rp 793,19 billion.
3. Telekomunikasi Indonesia (TLKM)
  • In the year 2017, the financial performance of Telkom projected up to two digits. PER Telkom of 16.88 times. Rates this week could Rp 4,400 per share.
4. Matahari Department Store (LPPF), Ramayana Lestari Sentosa (RALS)
  • Purchasing power predicted better than year 2017 due to government assistance given in cash.
  • The election in the 171 areas will increase spending.
  • Every election, retail stocks will typically always moving up.
5. Waskita Karya (WSKT)
  • Indonesia is already established as the disaster-prone so that prospects for infrastructure development ensured will continue to run.
  • In addition to the already undervalue, construction stocks issuers also have bright prospects so that there is no compelling reason for investors to remove the construction stocks. Otherwise the current momentum right back to accumulated before rebounding.
  • The construction company is believed would continue its expansion in the year 2018 as the Government's infrastructure program still continued. This is visible from the allocation of the capex is still quite high. One of them is the capex WSKT on 2018 reached Rp 20 trillion.
6. Adaro Energy (ADRO), Bukit Asam (PTBA)
  • In the year 2018, the average price of coal will not be corrected enough in around $75/tonne.
  • The development of steam-powered power plant 2000 MW in Batang worth 54 billion that belongs to a consortium between the Electric Power Development Co. Ltd. (J-Power), PT Adaro Power (AP), Itochu Corporation (Itochu). Central Java has reached 35 percent.
7. United Tractors (UNTR)
  • The company still will have a large profit from rising coal prices in the future.
  • The year 2018, heavy equipment sales company is estimated to be around 5,000 units or up from 3,700 units in 2017, so profit is estimated to be up by 53% over the achievement of 2017.
8. PP Properti (PPRO)
  • Until 2017, PPRO has had a number of apartments in the area of education. PP Properti sure millennial concept apartment it will boost the company's net profit for the year 2018. It is evidenced by the sales average was above 80%. To aim the young productive, PPRO give priority to a number of sports facilities includes a skate park, roof-top futsal and gym. In addition, PPRO also create smart facilities on digitization-home and make co-working space for each apartment.
9. Jasa Armada Indonesia (IPCM)
  • PT Pelabuhan Indonesia II or Indonesia Port Corporation (IPC) aiming for revenue growth of 11.02% to Rp 11,68 trillion in 2018. Of operational performance, the IPC aiming for EBITDA amounting to Rp 4,11 trillion, or rose 6.8%
10. Erajaya Swasembada (ERAA)
  • The company is targeting 250 outlets opening again in 2018 in the second and the third region.
  • The company established cooperation with many of the principals (multibrand products) and take a strategic positioning.
  • Erajaya also has had a total of 48 iBox outlets, which are special outlets which sell Apple products.
11. Kalbe Farma (KLBF)
  • KLBF preparing capex worth Rp 1-1.5 trillion in 2018 for construction and development of new products. Some of the products that will be developed including, generics, branded nutritional products, drugs and other health products.
  • The company is targeting a rise in the share of export sales of the year 2018, about 6-7%.

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