16:00 deviden TSPC 40
15:21 REMINDER::20 May 2011 Rups PUDP, TSPC, BUDI, TBLA, PEGE, Cum Dev TOTL 14,67, Cum Dev AALI 640, Cum Dev Buana Finance 35
23 May 2011 Rups BMRI, SSIA, Cum Dev AUTO 434, IPO Buana Listya Tam
24 May 2011 Rups , CSAP, GZCO, CTRS, CTRA, CTRP, KBLM, BIMA, SOBI, SPMA, PLAZA INDONESIA, Cum Dev Tigaraksa Satria 51, Akhir tender offer agro oleh bbri 182
15:12 META td ada crossing di 200 heard buyernya Rajawali ( disclaimer on)
15:11 Senin 23/5/2011 listing PT Buana Listya Tama, kode BULL & BULL-W, harga perdana Rp 155, Underwriter PT Danatama Makmur.
14:02 BUMI RESOURCES RUPST DAN RUPSLB, 27 JUNE 2011
MODERNLAND REALTY LTD. RUPST, 27 JUNE 2011
09:57 New target price from Citigroup. ADRO 3550, BUMI 4200, ITMG 58000, PTBA 23500.
09:24 BORN:
(KZ)● BORN posted 1Q11 net income of Rp426 bn, 18.9% of our FY11estimate, 19.8% of consensus estimate, and in line with ourexpectation. 1Q11 revenue reached Rp1,202 bn, up 123.8% YoY,16.1% of our FY11 estimate and 16.2% of consensus estimate.Sales volume was 532,609 tonne, below our expectation or 16.6%of our FY11 estimate of 3.2 mn tonne.
● Sales volume was below our expectation given delayed shipments as BORN was waiting for BHP pricing for 2Q11. However,earnings were in line, given better ASP and good cost management. We also slightly decrease our cost assumptions by3.8% and 3.2% and Rp/US$ forecasts to Rp8,620 and Rp8,175 for 2011 and 2012, respectively.
● We expect BORN to still be able to meet our volume target of 3.2mn tonne as it is ramping up production throughout 2011. We still expect earnings upside to our forecasts from ASP as BORN has been negotiating in the spot market during 2Q11 with benchmark price ranging between US$300/t and US$330/t.
● We maintain OUTPERFORM and target price of Rp2,000.
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09:17 DJ Bumi Resources Target Raised To IDR4200 Vs IDR3400 By Citigroup
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