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P H
Nov 08,2016 18:44:28

$ASII menggalakan anak usaha seperti $AUTO dengan kepemilikan sebesar 80% yang menganggarkan Rp700 Bio turun dari Rp900 Bio untuk membeli mesin guna meningkatkan kapasitas produksi dan untuk memperluas jaringan ritel. Target di tahun depan meningkatkan 5- 10 outlet dari 360 outlet dengan target penjualan meningkat double digit dari Rp9,55 Tn 9M16. PT. Astra Sedaya dengan kepemilikan 86.1% secara tidak langsung dan 25% secara langsung berencana menggalang dana sebesar Rp6,25 Tn untuk memperkuat modal kerja dengan pandangan di tahun 2017 dengan target penyaluran kredit sebesar Rp26 – 27 Tn dari target tahun ini Rp25 Tn cukup moderat melihat peningkatan penjualan mobil dan motor masih cukup lambat. PT. Astratel yang dimiliki 100% dari $ASII masih berencana untuk meningkatkan ruas jalan dengan target 123,4 km selama 4 tahun tetapi masih belum memiliki target yang pasti di tahun 2017. Saat ini PT. Astratel sedang dalam proses tender untuk proyek jalan tol Jakarta-Cikampek sepanjang 36,84 km.

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P H
Jun 15,2015 11:34:14

JECC : Cash Dividend

CumDate: Monday, 15 June 2015
Final

Jadwal Pelaksanaan Pembagian dividen tunai atas saham Jembo Cable Company Tbk, PT (JECC)
Dengan ini kami beritahukan bahwa Emiten diatas bermaksud untuk melakukan pembagian dividen tunai dengan rasio dividen tunai adalah setiap 1 (satu) saham akan memperoleh Rp. 60
Adapun jadwal pembagian dividen tunai adalah sebagai berikut :


  • Tanggal perdagangan bursa yang memuat dividen tunai (Cum Dividen) di Pasar Reguler dan Pasar Negosiasi : 15 Jun 15

  • Tanggal perdagangan bursa tidak memuat dividen tunai (Ex Dividen) di Pasar Reguler dan Pasar Negosiasi : 16 Jun 15

  • Tanggal perdagangan bursa yang memuat dividen tunai (Cum Dividen) di Pasar Tunai : 18 Jun 15

  • Tanggal perdagangan bursa tidak memuat dividen tunai (Ex Dividen) di Pasar Tunai : 19 Jun 15

  • Tanggal Penentuan Pemegang Saham yang berhak mendapat dividen tunai di dalam rekening Efek (Recording Date): 18 Jun 15

  • Tanggal Pembayaran dividen tunai : 10 Jul 15

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P H
May 31,2015 12:41:22
Indonesia Top 10 companies by market cap

BBCA ASII BBRI HMSP UNVR TLKM BMRI BBNI PGAS GGRM

Bull
P H
May 27,2015 23:40:09
ASII: Early signs of improvement Six specific catalysts investors should heed for Astra: 1) Purchase ahead of Idul Fitri holiday (Lebaran in July) 2) Increase in government spending 3) Indo Auto Show in August, automakers say this usually contributes 5-7% to annual sales. 4) Lower financing rate. BCA targeting 20% growth in auto loans in 2015 5) Potentially 10% higher LTV. Central bank has been entertaining relaxation of LTV for autos as well as mortgages by 10%. If so, LTV for 4W may be raised to 80% from current 70%. 6) New Product cycle. New Model of Innova tentatively out in Aug 2015, and new MPV actually in 2016. We always like to look forward but present conditions must also make sense. Some noteworthy developments: BCA saw a +35% MoM in new bookings for auto loans in April post lowering borrowing rate in the sector (~100bps in Feb 2015) – prove that this well-run bank can still dictate a few things when they said their mind to (has one of the lowest cost of funds in the market). (Sales Desk likes BBCA) 4W market share recovering? Could Honda’s momentum be fading? Myth that Astra financing very dependent on auto sales….is a myth. Growth in financing has actually surpassed 4W sales and earnings from financing is now 30% vs. 4W’s 23%. That means ASII’s financing business is taking market share from competitors. Valuation reasonable – below market and again breaking 1std band vs. historical In short, whilst the stock may not be a screaming buy because headwinds still persist, it is one we definitely need to monitor. The potential catalysts and early signs of improvements mentioned above translate to a solid thesis to buy Astra (ASII).
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P H
Apr 29,2015 08:09:44
Astra reported weak 1Q15 results with net profit of Rp4.0trn, down 15% QoQ and 16% YoY and accounting for 19% of our and 20% of consensus' FY15 forecast, respectively. Operating profit reached Rp3.7trn, down 32% QoQ and 24% YoY and accounting for 17%/18% of Citi FY15E/consensus. Weak results were attributed to the weak profit on agribusiness (-75% QoQ and -80% YoY), infrastructure/logistics (-76% QoQ and -35% YoY) and automotive (-37% QoQ and -21% YoY). On the flipside, financial services (+26% QoQ and +21% YoY) and heavy equipment (+171% QoQ and +3% YoY) divisions reported decent results. Financial service and heavy equipment divisions now represent 30% and 25% of Astra’s net earnings in 1Q15 respectively. - Automotive distribution operating margin reached 0.4% – Auto’s distribution operating margin continued to decline in 1Q15 to 0.4% from 1.5% in 4Q14 and 1.8% in 3Q14 (see Figure 1) due to weak 4W and 2W demand and intense competition in the 4W segment. This was the worst operating margin for more than 15 years. 4W and 2W volume fell 21% and 12% in 1Q15 respectively. We believe the 4W distribution margin may have reached negative territory. -Contribution from equity income is -19% QoQ and -14% YoY – Equity income (mainly from manufacturing) reached Rp1.29trn, accounting for 18% of our FY15 forecast (see Fig. 1). This is due to weak performance across companies in equity income except for Bank Permata (+4-fold QoQ and 35% YoY). Equity income now contributes 32% of Astra International’s total net profit. -Implications — We maintain our Neutral call on the stock as we believe that the outlook for the 4W segment will remain tough due to competition from Honda and Suzuki while CPO and coal prices remain in depressed territory. Catalysts will be 1) rebound in coal and CPO prices; 2) relaxation on the down payment requirement for auto financing and 3) less competition in the 4W segment. ASII
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