Jumat, 02 Maret 2012

Jum'at 2 Maret 2012

15:42  PT Metropolitan Land Tbk (MTLA) akan menganggarkan dana sebesar Rp300 miliar untuk mengakuisisi lahan di Jabodetabek. http://pasarmodal.inilah.com/read/detail/1830954/mtla-anggarkan-rp300-m-akuisisi-lahan
Bisnis Indonesia reported that Metropolitan Land (MTLA.IJ) is targeting revenue to reach Rp484b in 2011, doubled from the previous year of Rp242b.
I like buying MTLA (metropolitand land). This property stock generated so much money with 3Q2011 net profit of over Rp100bn and sales of Rp300bn. Discount of NAV up to 70 percent. Stock IPO end of last year at Rp240 with high of Rp260ish. Believe it or not this morning the stock is only at 275 and now at Rp310 strong bids. I highly reccomend MTLA as it should double to 600. Undervalued property stock! MTLA build shopping center


10:33  Fr Kim Eng ::: Astra Graphia (ASG.IJ, BUY) - Results in line Astra Graphia booked a net profit of Rp139.5b (18% growth YoY), with revenue rising by 10% YoY to Rp1.72t. Both figures were in line with our expectations after we downgraded our revenue and net profit assumptions by 3% and 10%, respectively, on 26 Jan 12. We are cautiously optimistic about the company’s revenue growth for this year. In particular, we are concerned that global turmoil would trigger a Rupiah depreciation. We maintain our estimate and TP at Rp1,530 as the FY11 results were in line with our expectations. We like the stock for its dividend payout ratio (DPOR) of 40%; double-digit revenue growth; and debt-free position. Our TP pegs the stock at 13x 2012 PER. Reiterate BUY.

10:29 Laba bersih #MDLN th ini akan capai Rp 238 M, naik 170% dr etsimasi th lalu Rp 88 M

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