Rabu 26 Oktober 2011

11%3A31%26nbsp%3B+asing+nett+buy+112+Bio%0D%0A%0D%0A%0D%0A11%3A12%26nbsp%3B+Dow+Fut+%2B45%0D%0A%0D%0A%0D%0A1" 3A56+%26nbsp%3BStocks+to+watch%3A%0D%0A%0D%0ABDMN-+posted+9M11+net+profit+of+Rp2.45t+%28%2B11%25+yoy%29+while+Net+Interest+Income+rose+by+8%25+to+Rp7.97t+-+the+net+earning+number+is+in+line+%2874%25%29+of+FY11+market+consensus+of+Rp3.33t%0D%0A%0D%0APTBA-+9M11+net+profit+increased+by+68%25+yoy+to+Rp2.32t+backed+by+a+31%25+jump+in+sales+to+Rp7.75tn-+the+bottom+line+is+only%26nbsp%3B+67%25+of+FY11+consensus+of+Rp3.46tn+but+already+80%25+of+our+forecast.+We+maintain+our+TP+of+Rp22%2C200+and+might+raised+our+call+from+NEUTRAL+to+BUY%0D%0A%0D%0AAKRA-+9M11+core+net+profit+soared+by+102%25+yoy+to+Rp456bn+backed+by+a+124%2. Zump+in+petroleum+sales+-+the+number+is+already+93%25+of+FY11+consensus+and+90%25+of+our+FY11+forecast.+Maintain+our+BUY+call+and+we+might+raise+our+TP+%28now+is+Rp3%2C300%29%"d%0A%0D%0ABUMI-+Investor+Daily+reported+that+Bumi+has+secured+a+new+%24150mn+syndication+loan+which+will+be+used+to+repay+part+of+its+%24600mn+loan+%281st+tranche%29+to+CIC.+No+details+given+regarded+the+new+loan.%0D%0A%0D%0AEXCL-+will+refinance+its+Rp1.5tn+bond+%2810.35%25+coupon%29%2C+due+on+April+2012%2C+with+a+Rp3tn+facility+from+Bank+Mandiri.%26nbsp%3B+%0D%0ANo+details+on+the+new+loan%2C+but+EXCL%27s+spoke-person+said+the+loan+will+carry+a%26nbsp%3B+lower+rate%26nbsp%3B+%0D%0A%0D%0ACum+Dividends%3A%0D%0A%0D%0AASII+-+Rp600+-+0.9%25+yield+%0D%0ASIPD+-+Rp1+-+1.6%25+yiled%0D%0A%0D%0A%0D%0A%0D%0A10%3A48+%26nbsp%3BPTBA+kuartal+3+2011%3A+laba+bersih+%2B68.5%25+dari+1.38T+menjadi+2.32T.+Penjualan+naik+dari+5.9T+menjadi+7.75T.+Laba+usaha+naik+dari+1.63T+menjadi+2.86T.+Pendapatan+lain+lain+naik+dari+185M+menjadi+295M%0D%0A%0D%0ABDMN+kuartal+3+2011%3A+laba+bersih+%2B11%25+dari+2.2T+menjadi+2.45T.%0D%0A%0D%0ABank+niaga+akan+bagi+dividen+interim+7.95%2Flbr+cum+11nov%0D%0A%0D%0A%0D%0A10%3A46+asing+nett+buy+100+B