15:06 Laba bersih BBKP setahun penuh 2011 tampaknya akan naik menjadi Rp620 milyar, atau naik 24% dari Rp493 milyar ditahun 2010. Rasio P/E 8.3 X eps 2011 vs perbankan 13X; nilai wajar Rp1,050.
14:43 Modernland (MDLN IJ) is targeting to book Rp1tn (US$111m) revenue in FY12, + 104.08% from estimated FY11 revenue of Rp490bn (US$54m). �Net income is projected to reach Rp200bn (US$22m), up 150% from estimated FY11 net income of Rp80bn (US$8.9m). MDLN cited recent acquisitions of industrial estate companies; Prisma Inti Permata and The New Asia Industrial Estate; as the growth catalyst for earnings. MDLN secured Rp802.42bn (US$89.2m) from rights issue last year. Comment: MDLN has acquired two industrial land banks through its recent rights-issue; totaling ~370ha in Serang, and the company is targeting to sell 50ha this year.� The company estimates its NAV in the range of Rp900-1,000/sh. (dari CLSA)
14:02 BISI tampaknya akan jadi sasaran akuisisi perusahaan broker hasil pertanian terbesar di dunia Wilmar Inc diharga 1.280 rupiah per saham
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