1. Industri Jamu dan Farmasi Sido Muncul (SIDO)
- The company is targeting revenue growth reached 15% year on year (yoy) in 2018. Net profit also targeted two-digit rise. The increase in sales happened along with SIDO efforts to spur export marketing to the Philippines, Malaysia, Viet Nam and Guatamala.
- Meanwhile, the company's EBITDA is estimated at Rp 1,4 trillion, up from the estimated number of Rp 1,22 trillion in 2017. Operating profit also rise on 2018 to Rp 671 billion from Rp 640 billion previously.
- Daily (326) (RoE: 128.63%; PER: 4.52 x; PBV: 5.81 x; Beta: 1.1): currently, prices persist above the midline from bollinger and visible bullish homing pigeon candlestick pattern that indicates a potential stimulus to buy. "The accumulated Buy" at the area level 322 – 328, with target prices gradually in level 340, 354, 366 and 418. Support: 314
- In 2018, BRPT capital expenditure of US $500 million with details, US $150 million to build a cracker (nafta solver engine), US $50 million for maintenance, and US $300 million to increase the production of polyethylene, butadiene, expansion and increase ethylene capacity.
- The joint venture factory Michelin engaged in synthetic rubber will start operating in April 2018. Later, the results of the factory's production will only be sold to Michelin.
- The company will start expands into electricity, geothermal, and renewable energy sectores. This is because electricity consumption per capita in Indonesaia is still low. Therefore, Barito start preparing right issue to complete the acquisition of Star Energy.
- The company working closely with the Papua Regionally-Owned Enterprises, PT Papua Doberai Mandiri (Padoma), for the development of a network of natural gas infrastructure in the area. With this cooperation, the economy in Papua, especially in West Papua increasing, energy access more easily.
- Global LNG import rose 20% in 2017. Program of gasification China last year and the economic growth of Asia participated and contributed to the rising price of LNG.
- The growing demand for gas from China, India, Jepand, Korea South and Southeast Asia opened the door to investment of new projects of LNG. The global market for LNG tanker looks bullish on 2018 and 2019 (SMDR, BULL).
- Director of Jasa Marga, Daisy Arryani, bought 500,000 shares of Jasa Marga on 13 February 2018, making its stock ownership be 1.49 million shares.
- To develop a nickel exploration territory at Bahodopi and Pomalaa, then INCO plan to form a joint venture with the scheme of the joint venture (JV) with potential partners. It was done because the value of the projects is very big. Currently, there are several potential partners like China and the Western countries, which have shown a keen interest to develop the nickel exploration area.
- PTBA will feel minor impact if the rules that limit the selling price of coal for the benefit of the local markets or the domestic market obligation (DMO) is applied. This is due to the low company DMO that only 12.64% of the total production in 2016.
- WEGE preparing capital expenditures amounting to Rp 675 billion in 2018. Capex will be used to build warehouses, workshop equipment, modular factory, and the acquisition of the geotechnology company.
- For 2018, WEGE targeting new contracts rose by 6.96% from Rp 7.32 trillion to Rp 7.83 trillion. Later, WEGE optimistic total sales may increase 28.78% from Rp 4.03 trillion to Rp 5.19 trillion. The company is optimistic can obtain rise in net profit of 38.03% from Rp 285.8 billion to Rp 394.5 billion.
- The company will build 15 national strategic projects.
- Until December 2017 contract obtained by the company reached Rp 130 trillion, while assets increased from Rp 60 trillion to Rp 90 trillion.
- Divestment in toll road business becomes the target of the company in the year 2018. Now, the company have 18 toll roads, plus 4 toll roads as a contractor, a total of 22 projects along 1,300 km.
- The company strengthen market share for healthy foods. Currently products are cereals, Energen still the market leader with a market share of 70%. Currently the company already has a factory in Tangerang and Bekasi for in Indonesia. As for global, MYOR has factories in India, China and Thailand as well.
- Daily (1,600) (RoE: 17.31%; PER: 32.42 x; PBV: 5.61 x; Beta: 0.96): Seen bullish pattern spinning top candle which indicates a potential stimulus to buy on the stock price movement. As for the indicator RSI already shows are saturated selling. Buy on the 1,600 level area – 1,620, with target prices gradually in level 1,690, 1,715, 1,795, 1,900 and 2,000. Support: 1,585.
- Daily (286) (RoE: 10.15%; PER: 7.27 x; PBV: 0.74 x; Beta: 2.54): currently, prices persist above the bottom line of bollinger and there is a bullish inverted candle pattern that indicates a potential stimulus to buy. "The accumulated Buy" at the area level 280 – 288, with target prices gradually in level 302, 330 and 360. Support: 272.
- The performance of the national economy improved this year enhances optimism village for industrial area developers. There are hopes the demand for industrial land will begin to rise again after a weakened steadily since 2012.
- Quite a good performance in the past year to make the company more optimistic this year. BEST managed to sell 42 ha of land, higher than the target of 30-40 ha. Therefore, the target this year will be increased to 35-45 ha.
- The company looks to more aggressively to peg target range this year 15 ha, although the realisation of sales last year was only 2.1 ha.
- SSIA also ready with long term strategy, namely the opening of the new industrial area in Subang, West Java, this is due to the more limited the rest of the reserve land in Suryacipta industrial zone, Kawarang, West Java, remaining 140 ha. This year's target of 15 hectares with a price of US $150 per square metre.
- Until December 2017, SSIA already bought 850 ha in Subang and the year 2018 will be added as much as 260 ha. This year the infrastructure of the industrial area of Subang will be improved and began to be marketed next year.
- Total capital expenditures this year are used for additional acquisitions and infrastructure that reaches Rp800 billion. The industrial area is highly prospective because will be supported by the development of a deep sea port in Patimban, Subang.
- The Ministry of Agriculture predicts Indonesia's meat production in 2018 hasn't been able to have national needs. The estimated production of beef in the country the year 2018 of 403,668 tons, while the estimated needs of beef in the country amounted to 663,290 tons of 2018. Based on it, the need for a new beef can meet domestic needs of 60.9%.
- PT Timah Works Persada Properti (TKPP), a subsidiary of PT Timah, aiming for profit growth this year is nearly 300% or Rp 31 billion to transfered to its parent company, PT Timah.
- TKPP allocate funds of Rp 350 billion to develop the project in East Bekasi. While investment projects in Tangerang reached Rp 14-15 billion. Currently, the central company did a study for the construction of hotels in some of the locations of the land belonging to PT Timah in Pangkalpinang, Belitung and Jakarta.
- Until now, the TKPP has and banks, of whom 176 hectares in Bekasi Timur, 2,000 square meters Cirende in Tangerang, and 1.2 hectares in Depok.
- Daily (1295) (RoE: 20.48%; PER: 31.54 x; PBV:,, is x; Beta: 1.39): currently, prices persist above the bottom line of bollinger and looks bullish harami candlestick pattern that indicates a potential stimulus to buy. "The accumulated Buy" at the area level 1280 – 1300, with a target price level gradually in 1360, 1450 and 1560. Support: 1230
- BTPN had invested Rp 832 billion in 2017, or grow 36% from 2016 amounted to Rp 611 billion for improving digital services. For 2018, the company will continue to improve the digitization and digital investing. The number of allocation that is the company's business strategy.
- BSDE acquires 13 floors in the Bakrie Tower and Sinarmas MSIG Tower. Targeted at 2019 occupancy can be filled about 80-90 percent.
- BSDE preparing capital expenditures of Rp 4 trillion in 2018.
- In the 2018, BSDE target marketing sales by as much as Rp 7.2 trillion.
- PT Jakarta Tank Terminal, the company's joint venture between Royal Vopak and AKR Corporindo, will increase capacity of gasoline and biofuel shelter to 100,000 cubic meters. The capacity addition of 8 new tanks with a total capacity of 100,000 cubic meters. With the addition of the company's capacity will be more than 350,000 cubic meters.
- The tanks used to hold gasoline, ethanol and biodiesel, a Vapour Recovery units (VRU) and other supporting infrastructures. These facilities will help consumers in complying with Government regulations regarding Indonesia biofuel blend.
- Royal Vopak is the company that serves the storage tanks and facilities based in Rotterdam, Netherlands. The company operates 66 terminal in 25 countries who are in strategic trade routes, including chemical products, oil, gas and LNG, and biofuels.
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