Senin, 02 Mei 2011

update news and rumours...

15:45 Perhatiin shipping company : tmas ,wins,blta

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15:30 United Tractors Shareholders Ok IDR465.6/Share Dividend

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11:26 Bapepam Will Soon Give Effective Approval To Siam Cement To Buy Keramika Industri Asosiasi; Asks Siam To Make Tender Offer Of Shares In Kias It Doesn't Have. Price Range: 150-180 

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11:19 DJ Indonesia April Core Inflation 4.62% On Year Vs 4.45% In March
Indonesia April CPI -0.31% On Month; Mkt Expected -0.15%
Indonesia April CPI +6.16% On Year; Mkt Expected +6.32%
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MACQUARIE RESEARCH
Monday, 02 May, 2011
INDONESIA
Indofood CBP - Time to take profits
Event
§  ICBP has reported a 1Q11A adjusted NPAT of Rp453bn, which was up 14.4% YoY, but only against a relatively easy comp, and was materially (14.7%) below our Rp531bn forecast. The result was also largely flat QoQ (Rp452bn) against a seasonally-weak quarter. Key variances from our forecast were a combination of slightly weaker noodle margins, volumes, and ASPs relative to our expectations (ICBP's noodle division comprised 85% of 1Q11A earnings).
§  As a result, we have lowered our FY11E EPS estimates by 5.5%, reduced our valuation by 5.5% from Rp5,500 to Rp5,200, and also cut our price target to Rp5,700 (from Rp6,000).
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10:58 ICBP di downgrade sama RX ke 5700 dr 6000
BLOOMBERG: PANIN BANK PRICE EST. CUT TO 965 RUPIAH AT CREDIT SUISSE
BLOOMBERG: XL AXIATA PRICE EST. CUT TO 6,800 RUPIAH AT NOMURA

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10:37 Net profit wins soar 35 bln vs 15 bln.

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10:32 nick cashmore from CLSA bilang di cnbc kalo market indonesia masih menarik terutama saham perbankan karena menguatnya rupiah dan stabilnya inflasi.

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 10:15 Osama bin Laden Dikabarkan Tewas  

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09:35 REMINDER:::10 May 2011 Vallar Plc expects to complete a stake increase in BUMI

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