Maaf keliatannya unt MSCI adjustment ngaco smua...
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EXCL masuk MSCI di level standard efektif 31 Mei 2011 (dari Indonesia hanya 1, yg di hapus dari Indonesia juga tidak ada). Yg dihapus di small cap MSCI adalah INDY dan DSSA. Yang ditambah di small cap MSCI adalah APLN, BHIT, GIAA, SMCB, JPFA, KRAS, PWON, RALS, TOWR. Untuk EXCL masuknya di standard cap, porsi BUY nya lebih besar daripada small cap.
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[Insider Stories] Gozco eyeing 31% growth in profit
Middle-size palm oil company PT Gozco Plantations Tbk (GZCO), which is owned by Indonesian businessman Tjandra Mindharta Gozali, is eyeing a 31% growth iin net profit this year on the back of higher-targeted sales.
Gozco is estimated to post Rp210.86 billion net profit this year from Rp160.79 billion last year. EBITDA is expected to grow 12% to Rp379.38 billion from Rp338.19 billion.
Gozco targets a 40% increase in sales to Rp637.08 billion this year from realized Rp454.52 billion last year.
Operational targetIn line with the higher target in financial performance, Gozco expects a 33% increase in fresh fruit bunch output from nucleus area to 213,511 tons from realized 161,001 tons last year. CPO output is estimated to rise 37% to 70,754 tons from 51,563 tons last year.
Gozco aims to spend Rp350 billion capital expenditure this year for maintenance of immatured area of 11,719 hectares, to provide new area of 6,500 hectares, and construct palm oil mill and regional office in South Sumatra.
At end of March 2011, Gozco has 123,894 hectares of land bank, in which 33,147 hectares are planted area, consisting of mature and immature areas of 21,428 hectares and 11,719 hectares.
Tjandra Gozali, one of Surabayans' reachest businessmen, was born in Jember, a small city in East Java, in 1952.
Tjandra is also a brother of Henry J. Gunawan, which owns publicly listed property developer PT Surya Inti Permata Tbk (SIIP).
Tjandra's elder son namely Kreisna Dewantara Gozali is a husband of Jean Katuari, second daughter of Eddy William Katuari, one of owners and founders of Wings Group. Kreisna is also Director at Gozco Plantations.
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[Insider Stories]
Cholil Hasan joins Bakrie & Brothers. : Cholil Hasan, former Finance Director of the state-controlled cement maker PT Semen Gresik Tbk, has joined a strategic position at an investment company owned by Bakrie family, PT Bakrie & Brothers Tbk. "Since May 16, I have officially joined Bakrie & Brothers as Group's Executive Vice President in charge of the Group Strategic Business Development," he told Insider Stories.
Cholil completed his task as finance director at Semen Gresik on March 11 2011. Before he was mandated as finance director at Indonesia's largest cement maker in 2002, Cholil was a banker at PT Bank Mandiri with his last position at senior vice president international relations.
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Wednesday Early BIRD Edition (Edwin Sebayang-MNC Securities).....
Bursa Indonesia diperkirakan akan kembali turun dlm perdagangan Rabu seiring selama 2 hari trading Indeks Dow Jones turun -100 poin, harga oil turun -2.23%, gold -0.75%, nickel -1.02%, tin -0.7% dan CPO -2.23% serta kekhawatiran mengenai krisis yg tjd di kawasan Zona Euro
Wall Street kembali ditutup terjun bebas dlm perdagangan Selasa, walaupun selama perdagangan Dow Jones sempat turun -170 poin (shg total kejatuhan Dow Jones selama 2 hari perdagangan -100 poin) akibat kekuatiran mengenai perbaikan ekonomi AS, khawatir keberlanjutan krisis hutang di Euro Zone, kelanjutan program Quantitative Easing dan proyeksi lemahnya keuntungan emiten Hewlett-Packard yg turun -7.3% serta kejatuhan pasar komoditas dpt memporak-porandakan recovery economy shg investor keluar dari asset beresiko tinggi sementara waktu.
Kejatuhan Wall St juga didorong oleh turunnya data
Housing Service sebesar -10.6% di bln April'11, shg pertumbuhan pertahunnya mencapai 523.000 unit dari level revisi bln Maret mencapai 585.000 unit.
Ekonomi jg menunjukkan perlambatan aetelah data industrial output tdk berubah di bln April, ketika data factory production turun -0.4%, penurunan pertama selama 10 bulan.
Sebelumnya data ekonomi The Empire State Manufacturing index yg dikeluarkan The New York Federal Reserve mjd 11.88 di bln Mei dari 21.7 di bln April, level terendah sejak Desember 2010.
DOW 12479.58 -0.55%
NAS 2783.21 +0.03%
S&P 1328.98 -0.04%
NIKKEI 9567.02 +0.09%
HSI 22901.08 -0.26%
CHINA 2852.77 +0.13%
OIL 97.12 -2.23%
GOLD 1483 -0.75%
NICKEL 24150. -1.02%
TIN 28400. -0.7 %
CPO RM 3294. -2.11%
TLK.35.76 (Rp 7660 )
IIT.29.82 (Rp 5110)
Wed IDX Range: 3780-3830
Wednesday Action Strategy:
B0W: TOTL, ASII, INDF, MAPI, BJBR, BBRI, BMRI, INDY, ITMG, HRUM, PTBA, UNTR, AKRA
SELL: DOID, MEDC, GIAA, MEGA, ELSA, BLTA, MIRA
(ES-MNC Securities/Disclaimer On)
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