1. Bank Mandiri (BMRI)
- Bank Mandiri profit jumps 49% because bad loan provisions drop. The state-controlled bank said net income at Rp 20.6 trillion ($1.52 billion) in 2017, rebounding strongly after worst profit in five years in 2016. That was slightly above the average estimate of Rp 20.3 trillion drawn from 17 analysts polled by Thomson Reuters I/B/E/s.
- Rohan Hafas, Corporate Secretary of Bank Mandiri noted in 2017, repo transaction volume reached Rp 40 trillion or increased 3.2% from the previous year of Rp 38.77 trillion.
2. Charoen Pokphand Indonesia (CPIN), APFA Comfeed Indonesia (JPFA)
- The weakening in the price of corn and soybeans in the world market makes company excited, because it makes the price of raw materials for animal feed is becoming increasingly cheap. The production of corn in Indiana, the United States this year predicted would continue to rise, making the price of agricultural commodities continued to decline. The same thing also happened with soy stock where the U.S. and Argentina are still abundant. Selling price of broiler chickens also predicted rising 1%-2% compared to last year.
- Paramitra Alfa Sekuritas analyst, William Siregar said, the potential for increasing purchasing power, the 2018 Elections simultaneously in different regions and Asian Games are able to make Indonesia increasing people consumption.
3. GMF Aero Asia (GMFI)
- Thales together GMF will modernize the inflight entertainment in the Airbus A330 Neo belonging to Garuda Indonesia.
- The company get the contract maintenance and repair of the aircraft of the Presidency Boeing Business Jet (BBJ) around Rp 20 billion from the Ministry of State Secretariat.
4. Semen Indonesia (SMGR)
- Total sales of cement industry in Indonesia in the year 2017 reach 69.2 million tons or rise 9.5 percent compared to the year 2016 of 63.2 million tons of cement. Meanwhile, Indonesia's exports of the year 2017 is experiencing a significant improvement reach 82.7 percent.
5. PP Properti (PPRO)
- In 2018 the company targeting growth of marketing sales amounting to 25-30% to Rp3,8 trillion. Net profit is expected to grow about 20-25%. The company also managed to enlarge the 76 acres of land bank in 2016 be 297 hectares by the year 2017. The amount of CAPEX between 2018 Rp1,5-1.8 trillion. The company this year will be developed around 26 new projects, among others, in Surabaya, entrance Suramadu, Jababeka, Cibubur, Yogyakarta, Semarang and some other areas.
- PPRO's apartments for millennial already sold well above 80%.
- The prospect of a vertical residential and apartments in Semarang is still very promising
6. AKR Corporindo (AKRA)
- Built through a Public Private Partnership scheme between PT Pelindo III and PT AKR Corporindo for Java Integrated Port and Industrial Estate (JIIPE) in Gresik, East Java, which is the first integrated area in Indonesia. The project was built in an area of 3,000 hectares is integrating an industrial area and port with international-standard facilities supported with the management utility independently, also residential area with the concept of the self-contained city providing lifestyle and leisure. The three concepts of integration has to offer, i.e. sea port, an industrial area, and housing.
7. Bank Negara Indonesia (BBNI)
- The company consistently noted the increase in the assets of over 17% in the last three years. Bank assets was recorded at Rp 709.33 trillion or grew 17.62% on an annual basis. For the year 2018 the company is targeting growth in assets on 20% as the company plans to grow in inorganic chemistry.
- BNI become the shelter bank for Indonesia Employees Social Security System (BPJS Ketenagakerjaan) funds. The cooperation started with the signing of the agreement of cooperation (MCC) which was implemented in the Sukowati market, Gianyar, Bali, Monday (5/2).
8. Ramayana Lestari Sentosa (RALS), Matahari Department Store (LPPF)
- The performance of companies that are targeting the market for lower and middle-class as PT Ramayana Lestari Sentosa (RALS) and Matahari Department Store (LPPF) potentially increasing. In addition, the Asian Games to be held in August 2018, making Indonesian the more lively thanks to the presence of the athlete and their suporter. This potentially increases the level of consumption in the country is higher than last year.
9. Bank CIMB Niaga (BNGA)
- The company noted, the number of Third Parties Fund of clients amounting to 6.5 million account. As for the biggest growth of business from retail clients. The companies expect the number of accounts and the acquisition of Third Parties Fund in the year 2018 could still grow above 10%.
- For information, based on the financial statements of the bank per December 2017, CIMB Niaga has collect Third Parties Fund in 2018 amounted to Rp 169.48 trillion or down 0.32% from the previous year of Rp 170.03 trillion.
10. Bank BCA (BBCA)
- The company noted a number of customer account deposits them as much as 17 million account in 2017 or grow 13.33% on an annual basis compared with the previous year by 15 million accounts. Third Parties Fund per December 2017 grew by 9.62% yoy. As for the biggest growth of business by deposits amounted to 12.75% yoy.
- For information, per the December 2017 BCA has brought Third Parties Fund of Rp 581.18 trillion, or rose 9.62% yoy from the previous year of Rp 530.16 trillion.
- BCA will conduct the acquisition of two banks in the year 2018
11. Chandra Asri Petrochemical (TPIA)
- The company formed a joint venture with PT Pertamina, PT Pupuk Indonesia and PT Bukit Asam, a coal gasification project on that product eventually in the form of plastic resin. The value of the projects was US $6 billion.
- The company also has projects in the form of the construction of a second petrochemical complex with investment grade US $5 billion which is done gradually until the year 2021. In the complex will be built naphta crackers factory with an investment of $2.4 billion, while investment for its derivatives about US $2.6 billion.
- Last week, the company began construction of a new polyethylene (PE) factory in Cilegon, Banten, with capacity 400,000 tonnes per year, with an investment of $350 million US.
12. Krakatau Steel (KRAS)
- Industry peers recognise domestic steel production is still not sufficient for domestic needs. Currently, the number of domestic steel production of about 55% and 45% of the rest are still imported. In 2016 and then domestic needs as many as 12.7 million tonnes, and in 2017 rose to an estimated 13.4 million tons.
13. Wika Gedung (WEGE)
- WEGE build TelkomGroup office in Surabaya worth Rp 252 Billion
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