PT United Tractors Tbk (UNTR) menambah kepemilikan sahamnya pada PT Asmin Bara Bronang (ABB) dan PT Asmin Bara Jaan (ABJ) sebesar 30,4%, sehingga total kepemilikan UNTR menjadi 60,4% karena sebelumnya perseroan telah menguasai 30% saham kedua perusahaan tersebut. Pembelian saham tambahan itu dilakukan pada 27 Juli 2011 melalui PT Pamapersada Nusantara selaku anak perusahaan UNTR.
Friday, July 29, 2011
Laba Bersih Jaya Agra Wattie Semester I 2011 Melonjak 121%
PT Jaya Agra Wattie Tbk (JAWA) pada semester I-2011 berhasil meraup laba bersih Rp 115,83 miliar, naik 121,3% dibandingkan periode yang sama tahun lalu sebesar Rp 52,34 miliar. Kenaikan ini berkat kontribusi penjualan bersih yang dalam setahun terakhir naik 65% dari Rp 202,26 miliar menjadi Rp 333,85 miliar.
Beban pokok penjualan maupun beban usaha perseroan bergerak naik secara moderat, yakni masing-masing 46,65% dan 31,65% sehingga masih membuat laba kotor dan laba usaha JA Wattie tumbuh masing-masing 86,58% menjadi Rp 173,95 miliar dan 96,7% menjadi Rp 154,9 miliar.
Laba bersih per saham pada Juni 2011 adalah Rp 35/saham dibandingkan Juni 2010 sebesar Rp 28/saham.
Beban pokok penjualan maupun beban usaha perseroan bergerak naik secara moderat, yakni masing-masing 46,65% dan 31,65% sehingga masih membuat laba kotor dan laba usaha JA Wattie tumbuh masing-masing 86,58% menjadi Rp 173,95 miliar dan 96,7% menjadi Rp 154,9 miliar.
Laba bersih per saham pada Juni 2011 adalah Rp 35/saham dibandingkan Juni 2010 sebesar Rp 28/saham.
Aspek | Juni 2010 | Juni 2011 | % |
Penjualan bersih | 202.26 | 333.85 | 65.06 |
Beban pokok penjualan | 109.03 | 159.89 | 46.65 |
Laba kotor | 93.23 | 173.95 | 86.58 |
Beban usaha | 14.47 | 19.05 | 31.65 |
Laba usaha | 78.75 | 154.9 | 96.70 |
Laba sebelum pajak | 71.47 | 148.34 | 107.56 |
Laba bersih | 52.34 | 115.83 | 121.30 |
Laba bersih per saham | 28 | 35 | 25.00 |
Telkom Q2 net profit falls 4 pct
Telekomunikasi Indonesia , Indonesia's biggest telecoms firm, said on Friday that its second quarter net profit fell 4 percent on higher costs.
The firm, which plans to buy a majority stake in Cambodia's largest mobile operator CamGSM, posted 3.11 trillion rupiah ($366 million) net profit in the second quarter, versus 3.23 trillion rupiah in the same period last year.
Telkom was expected to post a full year 2011 net profit of 12.1 trillion rupiah, according to a consensus of analysts by Thomson Reuters I/B/E/S.
Shares in Telkom were up 0.68 percent ahead of the results but traded flat by 0802 GMT. They fell nearly 8 percent in the first half of the year to underperform a Jakarta index up around 5 percent. ($1 = 8497 rupiah). Source: Reuters
Bank Rakyat Indonesia Q2 net profit jumps 67 pct
Bank Rakyat Indonesia , the world's biggest micro lender, had a 67 percent rise in second-quarter net profit driven by strong domestic demand boosted loan growth, a statement seen by Reuters showed on Thursday.
Net profit rose to 3.5 trillion indonesian rupiah ($412 million), compared with 2.1 trillion rupiah in the same period a year earlier, according to a Reuters calculation based on the lender's first-quarter and first-half results.
First-half net profit rose by 58 percent to 6.8 trillion rupiah from 4.3 trillion rupiah in the same period a year ago while net interest income rose by 23 percent to 16.9 trillion rupiah.
Analysts have forecast Bank Rakyat's 2011 net profit will rise by 12 percent to 12.9 trillion rupiah, according to Thomson Reuters I/B/E/S.
Shares in Bank Rakyat closed down 1.5 percent. They have risen nearly 24 percent in the first half of the year to outperform a Jakarta index up around 5 percent. ($1 = 8497.0 Rupiahs). Source: Reuters
Laba Bersih Intraco Penta Melonjak 96,1%
PT Intraco Penta Tbk (INTA) pada semester I 2011 berhasil membukukan laba bersih Rp 61,28 miliar, naik 96,09% dari semester I 2010 sebesar Rp 31,25 miliar. Kenaikan ini dikontribusi oleh pendapatan usaha yang selama setahun naik 56,1% menjadi Rp 1,35 triliun.
Beban pokok pendapatan pada periode yang sama turut meningkat 59,51% menjadi Rp 1,16 triliun, sehingga INTA mengantungi laba kotor Rp 196,12 miliar atau naik 38,55% dari semester I 2010 sebesar Rp 141,55 miliar.
Laba bersih per saham dasar tercatat sebesar Rp 30/saham pada Juni 2011 dibandingkan Juni 2010 sebesar Rp 72. Hal ini menyusul dilakukannya stock split 1:5 pada bulan Juni 2011.
Beban pokok pendapatan pada periode yang sama turut meningkat 59,51% menjadi Rp 1,16 triliun, sehingga INTA mengantungi laba kotor Rp 196,12 miliar atau naik 38,55% dari semester I 2010 sebesar Rp 141,55 miliar.
Laba bersih per saham dasar tercatat sebesar Rp 30/saham pada Juni 2011 dibandingkan Juni 2010 sebesar Rp 72. Hal ini menyusul dilakukannya stock split 1:5 pada bulan Juni 2011.
Aspek | Jun-10 | Jun-11 | % |
Pendapatan usaha | 868,77 | 1356,11 | 56,09 |
Beban pokok pendapatan | 727,23 | 1159,98 | 59,51 |
Laba kotor | 141,55 | 196,12 | 38,55 |
Jumlah beban usaha | 78,52 | 99,98 | 27,33 |
Laba usaha | 63,04 | 96,14 | 52,51 |
Beban lain-lain bersih | -18,15 | -9,96 | 45,12 |
Laba sebelum pajak | 44,88 | 86,17 | 92,00 |
Laba bersih | 31,25 | 61,28 | 96,09 |
Laba per saham dasar | 72 | 30 | -58,33 |
Tata Power's Mundra unit gets Bumi Resources' coal
Tata Power said it has received coal from KPC / Arutmin mines, Indonesia, for its 4,000-MW Ultra Mega Power Project at Mundra.
The super-critical technology-based power plant requires imported coal.
Ahead of schedule
The first unit of 800-MW plant is ready, ahead of its scheduled date in mid-September. However, Power Grid is in the process of commissioning the transmission lines which were delayed due to forest clearances.
Further, recent Indonesian regulations on export of coal from that country stipulate that prices need to be benchmarked to international prices or market rates. While initial reports suggested that market prices should be followed from September 23, sources said Jakarta had given six months for all mining and exploration companies to adhere to its new norms.
The shipment, by a cape size vessel owned by its Singapore subsidiary, Trust Energy Resources, anchored at the Mundra port on Wednesday. The 181,000 DWT (dead weight tonnage) cape vessel delivered by STX Shipyard, Korea, was on its maiden voyage.
Mr Anil Sardana, Managing Director, Tata Power, said, “This is a significant moment for us and is aligned to our strategy of being an integrated power player. With this objective in mind, Trust Energy was set up to securitise coal supply and shipping of coal for our thermal projects.”
Tata Power said the arrival of coal at Mundra marked a new trend in India of transporting and receiving coal in large tonnage of up to 1,80,000 tonnes for captive consumption. Source: Business Line
BCA, Mandiri post strong Q2 profit
* Mandiri Q2 net up 23 pct, revises up 2011 loan growth
* BCA Q2 net up 41 pct on commercial, consumer loans
Leading Indonesian banks, Bank Mandiri and Bank Central Asia , posted strong second-quarter net profit growth on Thursday, reflecting buoyant domestic demand for loans in Southeast Asia's biggest economy.
BCA, the largest by market value and No. 3 lender, saw a 41 percent jump in profit from a year ago, while the largest lender Mandiri said profit rose by 23 percent, leaving them both on track to meet analysts' expectations for full-year growth.
Investors have poured into the stocks of both banks and Indonesia generally this year, as they seek exposure to an economy belying a global slowdown by growing at over 6 percent and driven by consumption from an emerging middle class.
"As long as Indonesia's economy is growing strongly, companies that provide consumer services will do well. And Indonesia's economy still looks good, so it will be good for banks going forward," said Eric Sugandi, an economist at Standard Chartered in Jakarta.
Mandiri's CEO Zulkifli Zaini said the firm has slightly revised up its loan growth outlook to 21-23 percent for this year, after posting 27 percent credit growth in the first half.
BCA, controlled by the nation's wealthiest business empire the Djarum Group, plans to expand its reach into the mortgage and securities business as it sees loan growth in housing could rise by more than 35 percent this year, to outpace overall loan growth of about 20 percent.
"What drove loan growth in the second quarter was commercial and consumers," said BCA's CEO Jahja Setiaatmadja.
Investor bullishness on the Indonesian consumer was also underlined by a 26 percent rise in second-quarter profit for top car retailer Astra International on Thursday, though higher costs weighed down profits at Indocement despite its strong cement sales.
Inflation has eased in recent months but is expected to pick up again from August, and July saw two strikes over higher pay -- at miner Freeport and flag carrier Garuda -- signalling the country's competitive advantage of having among the cheapest labour costs in the region may fade.
HEADING OVERSEAS
Mandiri plans to expand its reach into China and Malaysia as it aims to be among the top five biggest banks in Southeast Asia by 2015. In Indonesia it is pushing into the fast-growing microfinance sector to compete with Bank Danamon.
The firm's second-quarter net profit was 2.5 trillion rupiah ($294.6 million), compared with 2.04 trillion rupiah in the same period a year earlier, according to a Reuters calculation based on the lender's published first-quarter and first-half results.
Analysts forecast Mandiri's 2011 net profit will rise by 26 percent to 11.64 trillion rupiah, according to Thomson Reuters I/B/E/S.
BCA's second-quarter net profit was 2.78 trillion rupiah ($327.5 million), compared with 1.97 trillion rupiah in the same period a year earlier, according to a Reuters calculation based on the lender's published first half results. Its net interest income rose 37 percent in the first half versus 2010.
Analysts' forecast BCA's 2011 net profit will rise by 13 percent to 9.58 trillion rupiah, according to Thomson Reuters I/B/E/S.
The strong outlook has drawn investor interest in buying stakes in local lenders, though existing foreign players are now concerned by the possibility of limits on majority ownership, while valuations are high.
BCA trades at 5.7 times price-to-book and Mandiri at 3.3 times, versus 1.3 times for regional leader DBS Group , according to data from Thomson Reuters Starmine.
Shares in both lenders slipped ahead of the results on Thursday amid a regional sell-off as worries mount over the potential for a U.S. debt default, though both have outperformed the Jakarta index so far this year.
Mandiri shares have gained 24 percent this year and BCA has climbed 28 percent, versus the index's 11 percent rise. Indonesia's stock market is the region's best performer and hit a fresh record on Wednesday. ($1 = 8487.5 Rupiah). Source: Reuters
Indonesia’s Coal-Export Ban May Deter Investments, Mulyono Says
Indonesia’s plan to ban exports of low-quality grade thermal coal may discourage new investment in the world’s biggest exporter of the power-station fuel, said a production company executive.
A ban may also hurt India and China, which seek coal with a heating value of as much as 4,500 kilocalories a kilogram for blending with higher-grade domestic output, said Jeffrey Mulyono, president director of PT Bhakti Energi Persada.
“Banks may stop funding low-rank coal producers as they will see that the companies are not feasible anymore in the longer term if the ban is imposed,” Mulyono said by telephone from Jakarta today. “How can we expand and run our business if we cannot get financial support from banks?”
Indonesia plans to ban overseas sales of coal with energy of less than 5,100 kilocalories a kilogram, requiring miners to upgrade the burning value if they want to export, according to a draft of a ministerial decree posted on the Directorate General of Coal and Minerals’ website. The government had earlier proposed halting sales of grades with a value below 5,600 kilocalories.
The price of coal for sale this month with an energy value below 5,100 kilocalories was between $61.04 and $83.54 a metric ton, according to government prices. That compares with $118.24 a ton for benchmark coal with a heating value of 6,322 kilocalories a kilogram.
Bhakti Energi and its affiliate PT Pesona Khatulistiwa Nusantara produce coal with a heating value of 3,400 kilocalories a kilogram from mines in East Kalimantan province, said Mulyono, who is also president director of Pesona.
Pesona is estimated to produce 1.5 million tons of coal this year and will boost output to 6 million tons in 2014, he said.
Upgrading Technology
Low- and medium-grade coal accounts for about 60 percent of Indonesia’s production, Mulyono said. The country’s output may rise 19 percent to 326.65 million tons this year, the energy ministry said in January.
“The main issue for the plan is the upgrading technology,” Mulyono said. “There are some small projects but none of them are commercially proven for larger scale.”
Investment in coal industry infrastructure such as railways and ports may also be canceled because of the ban, Mulyono said. “Investors won’t risk spending billions of dollars if they see it won’t support their mining business,” he said. Source: Bloomberg
Saham-saham yang dominan dibeli asing, 28 Juli 2011
Saham-saham yang dominan dibeli asing, Kamis 28 Juli 2011.
Kode saham Volume Jual Beli
AALI | 603,500 | 21,000 | 197,000 |
ADHI | 8,529,000 | 0 | 405,000 |
ADRO | 107,957,000 | 8,477,000 | 78,372,000 |
AISA | 13,865,500 | 0 | 2,700,000 |
AKRA | 20,108,500 | 2,695,000 | 5,050,000 |
ALMI | 2,009,500 | 0 | 10,000 |
AMFG | 233,500 | 0 | 80,500 |
ASGR | 14,587,000 | 100,000 | 543,500 |
BBKP | 148,338,500 | 2,923,500 | 35,329,000 |
BBLD | 4,183,500 | 0 | 1,829,500 |
BBNI | 26,557,500 | 3,675,500 | 16,718,500 |
BBTN | 9,604,500 | 70,000 | 3,314,500 |
BDMN | 9,024,000 | 2,436,500 | 2,687,500 |
BFIN | 557,500 | 269,000 | 443,000 |
BISI | 3,510,500 | 0 | 60,000 |
BJBR | 22,758,500 | 1,943,000 | 7,478,500 |
BKSL | 117,823,000 | 2,165,000 | 4,061,500 |
BMRI | 27,809,500 | 15,215,000 | 15,765,500 |
BMTR | 17,323,000 | 21,500 | 3,738,500 |
BNBR | 426,761,500 | 32,250,000 | 38,758,000 |
BNGA | 8,608,500 | 104,000 | 1,535,500 |
BNII | 2,656,500 | 62,500 | 120,000 |
BNLI | 760,000 | 0 | 268,000 |
BRAU | 19,441,500 | 0 | 6,500,000 |
BRPT | 3,052,000 | 0 | 68,500 |
BSDE | 14,045,000 | 7,692,500 | 8,421,500 |
BTEL | 11,687,000 | 0 | 726,000 |
BUDI | 2,207,000 | 0 | 204,500 |
BULL | 34,704,000 | 3,704,000 | 23,500,000 |
BUMI | 33,004,500 | 5,015,500 | 13,690,500 |
BWPT | 11,958,000 | 0 | 3,582,000 |
CFIN | 5,060,000 | 10,000 | 895,000 |
CTRP | 12,146,500 | 3,688,500 | 8,227,500 |
CTRS | 737,500 | 0 | 11,000 |
DART | 29,221,000 | 12,500 | 1,300,000 |
DEWA | 217,138,000 | 97,500 | 15,369,500 |
ELTY | 222,208,500 | 26,270,000 | 36,803,500 |
EMDE | 3,043,000 | 0 | 1,527,000 |
ENRG | 447,854,000 | 28,527,000 | 42,789,500 |
EPMT | 133,500 | 0 | 120,000 |
GJTL | 3,919,000 | 405,000 | 1,816,000 |
HRUM | 5,395,000 | 324,000 | 1,609,500 |
IATA | 262,921,000 | 1,001,500 | 9,490,000 |
IGAR | 1,335,000 | 0 | 300,000 |
IMAS | 4,986,500 | 1,178,500 | 3,583,500 |
INDF | 13,717,500 | 1,569,500 | 5,173,000 |
INKP | 3,918,000 | 0 | 704,500 |
INRU | 35,500 | 0 | 35,500 |
INTA | 25,385,000 | 0 | 1,001,500 |
INVS | 218,500 | 145,000 | 203,500 |
IPOL | 72,700,500 | 500,000 | 10,550,000 |
ITMG | 1,077,000 | 142,500 | 335,000 |
JAWA | 23,280,000 | 0 | 2,745,000 |
JKON | 76,000 | 0 | 76,000 |
JPFA | 2,285,500 | 280,000 | 420,500 |
JPRS | 3,777,000 | 0 | 15,000 |
JTPE | 6,249,500 | 0 | 1,232,000 |
KKGI | 782,000 | 50,000 | 163,000 |
KLBF | 7,422,000 | 4,353,000 | 4,821,500 |
KRAS | 144,855,000 | 1,517,000 | 3,678,500 |
LPCK | 23,828,500 | 0 | 1,250,000 |
LSIP | 10,232,500 | 1,798,000 | 2,282,000 |
MAIN | 9,738,000 | 0 | 30,000 |
MAPI | 9,153,500 | 1,156,500 | 1,752,500 |
MASA | 3,454,500 | 0 | 991,000 |
MBAI | 18,000 | 0 | 8,500 |
MBTO | 5,653,000 | 0 | 1,480,000 |
MEDC | 3,316,500 | 5,000 | 1,040,000 |
MNCN | 4,929,000 | 900,000 | 2,640,000 |
MTLA | 14,324,500 | 0 | 6,387,000 |
MYOR | 556,500 | 51,000 | 295,500 |
MYRX | 52,277,000 | 0 | 545,000 |
PANS | 322,000 | 0 | 20,000 |
PKPK | 6,152,000 | 0 | 100,000 |
PNBN | 72,576,500 | 1,000,000 | 1,301,500 |
PNLF | 54,147,500 | 110,000 | 5,075,000 |
PTBA | 3,387,000 | 289,000 | 526,500 |
RMBA | 3,762,000 | 200,000 | 227,500 |
ROTI | 112,500 | 0 | 67,000 |
RUIS | 8,789,500 | 20,000 | 40,000 |
SAIP | 83,500 | 0 | 12,500 |
SGRO | 8,072,000 | 280,500 | 3,487,500 |
SIMP | 79,559,000 | 10,597,000 | 10,988,000 |
SIPD | 218,262,000 | 0 | 7,285,000 |
SMCB | 8,083,000 | 30,500 | 3,180,500 |
SMRA | 27,633,500 | 887,000 | 20,820,500 |
TKIM | 660,500 | 0 | 34,500 |
TLKM | 19,621,500 | 1,377,000 | 8,955,000 |
TURI | 6,981,500 | 0 | 2,000,000 |
UNSP | 38,837,000 | 60,000 | 1,072,000 |
UNVR | 9,915,000 | 328,000 | 1,685,500 |
WICO | 166,000 | 0 | 45,500 |
WIKA | 5,534,500 | 148,500 | 4,816,000 |
Rekomendasi Beberapa Sekuritas, 29 Juli 2011
Rekomendasi beberapa sekuritas untuk perdagangan Jumat, 29 Juli 2011.
1. E-Trading Securities
Perdagangan kemarin, IHSG turun 28 poin (-0,68%) ke level 4.145 dengan net selling asing Rp 15 miliar. Secara teknikal, IHSG masih berpotensi terkoreksi dan kembali menguji garis support MA5 di range 4.108-4.174. Cermati ENRG dan BHIT.
Reliance Securities
Dari Indikator Bill William, terlihat IHSG melambat dengan batasan fractal 4.003. IHSG masih dapat melanjutkan penurunan jika bergerak menembus support terdekatnya pada level 4.106, sementara resistance di 4179. Saham AALI, ASII, BBRI, BMRI dan UNTR menunjukkan sinyal partial sell.
Rekomendasi HD Capital, 28 Juli 2011
Rekomendasi HD Capital untuk perdagangan Jumat, 29 Juli 2011.
BUY: (ASII, MBTO) SELL: (BBKP, INDF)
- Walaupun terimbas koreksi Dow Jones namun IHSG berhasil menutup ke atas mengurangi level minusnya menandakan terjadi bargain hunting yang dapat dilanjutkan dengan technical rebound sehingga terbuka kesempatan trading yang menarik, namun perlu dilihat potensi profit taking di beberapa counter yang naik banyak dan masuk zone overbought (jenuh beli).
- IHSG close (28-07) 4.145.64 (-28.33/-0.58%) (Val.Rp.3.8T)
- Support: 4.125-4.025-3.996, Resistance: 4.175-4.250
Stock picks:
1. Martina Berto (MBTO) (BUY) (Target Rp 600) (Close 28/07 Rp 530)
- Momentum Lebaran biasanya diwarnai peforma yang cukup baik untuk sector consumer goods, rekomen melirik pembuat kosmetik MBTO dimana pelaku pasar mulai pricing in kinerja laporan keuangan untuk 1H 2011 akan terus belangsung sepanjang tahun didukung oleh daya beli masyarakat kuat.
- Entry (1) Rp 520 Entry(2) Rp 510, Cutloss point: Rp 490
2. Astra International (ASII) (BUY): (Target: Rp 73.500) (Close 28/07 Rp 71.750)
- Fund flow asing diperkirakan masih berlangsung di saham dengan kapitalisasi terbesar ini untuk menjadikannya sebagai core holding dan proxy untuk riding domestic demand consumer and credit theme.
- Entry: (1) Rp 71.700, Entry (2) Rp 70.350, Cut loss point: Rp 69.500
3. Bank Bukopin (BBKP) (SELL): (Koreksi: Rp 800) (Close 28/07 Rp 850)
- Hasil laporan keuangan 1H 2011 yang sudah tercermin dalam harga, keadaan yang overbought (jenuh beli) dan sudah tercapainya target 12-bulan fundamental riset HD (Rp 860) yang dikeluarkan sejak November 2010 mengundang profit taking dan koreksi mendatang.
- Exit (1) Rp 860, Exit (2) Rp 870, Reverse posisi: Rp 890
4. Indofood Sukses Makmur (INDF) (SELL): (Koreksi: Rp 6.150) (Close 28/07 Rp 6.300)
- Keadaan yang overbought pasca kenaikan yang cukup tajam kemarin mengundang profit taking dan berisiko koreksi, rekomen berhati-hati dan sebaiknya melakukan sell dulu dan menunggu pullback turun untuk masuk kembali.
- Exit: (1) Rp 6.400, Entry (2) Rp 6.500, Reverse posisi: Rp 6.650
Dibuat oleh:
Yuganur Wijanarko
Senior Research HD Capital (Yuganur@hdx.co.id)
Thursday, July 28, 2011
Semester I 2011, Laba Bersih Borneo Lumbung Energy Melonjak 3.899%
Laba bersih PT Borneo Lumbung Energy & Metal Tbk (BORN) pada semester I-2011 tercatat melonjak 3.899% dari Rp 20,65 miliar pada semester I-2011 menjadi Rp 825,8 miliar. Lonjakan laba bersih yang sangat tinggi ini didorong oleh pendapatan usaha perseroan sebesar 178% dalam setahun terakhir, dari Rp 1,07 triliun menjadi Rp 2,98 triliun.
Di sisi lain, beban pokok perseroan tercatat meningkat sebesar 136% dari Rp 565,5 miliar menjadi Rp 1,33 triliun. Alhasil, Borneo mmebukukan pertumbuhan laba kotor sebesar 225% dari Rp 509 miliar menjadi Rp 1,21 triliun.
Jumlah beban operasi mencakup beban penjualan/pemasaran dan beban umum/administrasi serta beban eksplorasi (pada 2010 belum ada) tercatat naik 245% dari Rp 351 miliar menjadi Rp 1,21 triliun. Meski demikian, jumlah beban lain-lain perseroan berhasil dipangkas sebesar 79% menjadi hanya Rp 52,61 miliar.
Akibatnya, laba sebelum pajak Borneo melonjak 1.151% dari Rp 92,46 miliar menjadi Rp 1,157 triliun. Setelah dikurangi pajak, Borneo mengantungi laba bersih Rp 825,8 miliar dan laba bersih per saham Rp 47 per Juni 2011 dari posisi Juni 2010 sebesar Rp 1.626/saham. Laba bersih per saham perseroan turun tajam karena perusahaan melakukan IPO tahun lalu.
Di sisi lain, beban pokok perseroan tercatat meningkat sebesar 136% dari Rp 565,5 miliar menjadi Rp 1,33 triliun. Alhasil, Borneo mmebukukan pertumbuhan laba kotor sebesar 225% dari Rp 509 miliar menjadi Rp 1,21 triliun.
Jumlah beban operasi mencakup beban penjualan/pemasaran dan beban umum/administrasi serta beban eksplorasi (pada 2010 belum ada) tercatat naik 245% dari Rp 351 miliar menjadi Rp 1,21 triliun. Meski demikian, jumlah beban lain-lain perseroan berhasil dipangkas sebesar 79% menjadi hanya Rp 52,61 miliar.
Akibatnya, laba sebelum pajak Borneo melonjak 1.151% dari Rp 92,46 miliar menjadi Rp 1,157 triliun. Setelah dikurangi pajak, Borneo mengantungi laba bersih Rp 825,8 miliar dan laba bersih per saham Rp 47 per Juni 2011 dari posisi Juni 2010 sebesar Rp 1.626/saham. Laba bersih per saham perseroan turun tajam karena perusahaan melakukan IPO tahun lalu.
Aspek | Juni 2010 | Juni 2011 | % |
Pendapatan usaha | 1074.6 | 2984.53 | 177.73 |
Beban pokok penjualan | 565.52 | 1332.33 | 135.59 |
Laba kotor | 509.08 | 1652.21 | 224.55 |
Jumlah beban operasi | 350.91 | 1210.16 | 244.86 |
Laba operasi | 350.91 | 1210.16 | 244.86 |
Jumlah (beban) lain-lain | 258.45 | 52.61 | -79.64 |
Laba sebelum pajak | 92.46 | 1157.55 | 1151.95 |
Laba bersih | 20.65 | 825.8 | 3899.03 |
Laba per saham dasar | 1626 | 47 | -97.11 |
Chairul Tanjung Minati 30% Saham Bank Sulut
Para Group, perusahaan milik pengusaha nasional Chairul Tanjung, siap memberikan suntikan modal sebesar 30% ke Bank Sulut dalam upaya memperkuat bank ini hingga mampu berkembang menjadi bank andalan di wilayah Sulawesi.
"Pak Chairul Tanjung meminta tambahan modal saham 30%, sehingga mampu memberi manfaat signifikan terhadap Bank Sulut, kalau cuma 5% kan percuma saja," kata Regional Manager Bank Mega Makassar Max Kembuan sebagai utusan Para Group dalam pemaparan di hadapan Rapat Umum Pemegang Saham Luar Biasa (RUPSLB) Bank Sulut di Manado, Kamis (28/7).
Max mengatakan, menjadi salah satu visi Para Group yakni membantu perkuatan modal bank pembangunan daerah di wilayah Indonesia Timur, dan Bank Sulut merupakan bank daerah pertama di kawasan ini yang dibidik mendapatkan suntikan dana Para Group.
"Rencana kami semua bank pembangunan daerah di Indonesia Timur akan dibantu sisi permodalannya, karena disadari peran bank daerah ini sangat signifikan menopang perekonomian daerah," kata Max.
Misi utama Para Group mendorong sektor riil dapat bertumbuh dan berkembang menjadi andalan dalam perekonomian daerah, dan Bank Sulut dinilai sebagai lembaga keuangan terdepan yang telah membuktikan peranannya usaha kecil menengah.
"Pemegang saham Bank Sulut tidak perlu khawatir Para Group akan mengambil peran dalam operasional perusahaan secara langsung, karena tujuan utamanya hanya membantu agar bank daerah dapat berkembang menjadi andalan di masing-masing daerah," kata Max.
Para Group melalui salah satu anak perusahaannya, Bank Mega sebelumnya telah bekerja sama dengan Bank Sulut dalam hal pendanaan kredit sebesar Rp 450 miliar. "Bank Mega membantu pendanaan dengan sistem channeling untuk pemberian kredit kepada debitur, sebesar Rp 200 miliar sudah dilakukan sejak tahun lalu, dan Rp 250 miliar baru ditandangani MoU pada Rabu (27/7)," kata Max.
Para Group memiliki tiga jaringan bisnis yakni Mega Corporation, Trans Corporation dan CT Global Resources. Mega Corporation yang merupakan holding di bidang keuangan, saat ini memiliki delapan anak perusahaan masing-masing, Bank Mega, Bank Syariah Mega, Mega Insurance, Mega Life, Mega Finance, Mega Auto Finance, Mega Central Finance dan Mega Capital. Sedangkan Trans Corporation dengan dua media, satu media televisi Trans TV dan media online, Detik.com.
"Pak Chairul Tanjung meminta tambahan modal saham 30%, sehingga mampu memberi manfaat signifikan terhadap Bank Sulut, kalau cuma 5% kan percuma saja," kata Regional Manager Bank Mega Makassar Max Kembuan sebagai utusan Para Group dalam pemaparan di hadapan Rapat Umum Pemegang Saham Luar Biasa (RUPSLB) Bank Sulut di Manado, Kamis (28/7).
Max mengatakan, menjadi salah satu visi Para Group yakni membantu perkuatan modal bank pembangunan daerah di wilayah Indonesia Timur, dan Bank Sulut merupakan bank daerah pertama di kawasan ini yang dibidik mendapatkan suntikan dana Para Group.
"Rencana kami semua bank pembangunan daerah di Indonesia Timur akan dibantu sisi permodalannya, karena disadari peran bank daerah ini sangat signifikan menopang perekonomian daerah," kata Max.
Misi utama Para Group mendorong sektor riil dapat bertumbuh dan berkembang menjadi andalan dalam perekonomian daerah, dan Bank Sulut dinilai sebagai lembaga keuangan terdepan yang telah membuktikan peranannya usaha kecil menengah.
"Pemegang saham Bank Sulut tidak perlu khawatir Para Group akan mengambil peran dalam operasional perusahaan secara langsung, karena tujuan utamanya hanya membantu agar bank daerah dapat berkembang menjadi andalan di masing-masing daerah," kata Max.
Para Group melalui salah satu anak perusahaannya, Bank Mega sebelumnya telah bekerja sama dengan Bank Sulut dalam hal pendanaan kredit sebesar Rp 450 miliar. "Bank Mega membantu pendanaan dengan sistem channeling untuk pemberian kredit kepada debitur, sebesar Rp 200 miliar sudah dilakukan sejak tahun lalu, dan Rp 250 miliar baru ditandangani MoU pada Rabu (27/7)," kata Max.
Para Group memiliki tiga jaringan bisnis yakni Mega Corporation, Trans Corporation dan CT Global Resources. Mega Corporation yang merupakan holding di bidang keuangan, saat ini memiliki delapan anak perusahaan masing-masing, Bank Mega, Bank Syariah Mega, Mega Insurance, Mega Life, Mega Finance, Mega Auto Finance, Mega Central Finance dan Mega Capital. Sedangkan Trans Corporation dengan dua media, satu media televisi Trans TV dan media online, Detik.com.
G-Resources sells $218 mln shrs to fund Indonesia project
* Cancels former plan to tap banks for loan
* Vice-chairman says wanted to get funding faster
* Shares fall close to 5 pct
G-Resources Group Ltd , backed by Mount Kellett Capital and BlackRock Inc , chose to tap the equity markets with a HK$1.7 billion ($218.5 million) share placement after cancelling plans to secure a bank loan to fund its gold mining project in Indonesia.
The Hong Kong-listed gold mining firm said in June it was finalising details with five to six international banks to secure financing for its $1 billion Martabe project due to start production at the end of this year.
Company vice-chairman Owen Hegarty said it chose to issue equity as commercial banks were taking too long to finalise a loan deal, while poor sentiment in the European and U.S. debt markets was another weighing factor.
"That was all progressing but we got to a point when we thought it wasn't progressing fast enough. The banks were a bit on the slow side and they tend to tie you up in knots a bit," Hegarty said.
"Every day that goes by we get closer to production and cash flow. With gold strong and equity markets for gold good, we chose at that time to go with a placement."
In a filing to the Hong Kong bourse on Thursday, G-Resources said it planned to sell 2.81 billion new shares, representing 16.67 percent of its enlarged share capital, at HK$0.60 apiece. The price of the issue, handled by Morgan Stanley and Kingston Securities, represented a 9.1 percent discount to the previous close of HK$0.66 on Tuesday.
Shares in the $1.2 billion firm slid 4.6 percent by 0235 GMT, underperforming the benchmark Hang Seng Index's 1.2 percent fall.
No further funding would be required for the rest of the year, said Hegarty, a former Rio Tinto Ltd Asia managing director.
UBS in a note on Wednesday said it raised its target price for the firm to HK$0.80 from HK$0.70, maintaining its buy rating.
"We expect further reserve upgrades in the near-to-medium term due to 1) ongoing exploration activities, and 2) management's strategy to acquire additional assets in the medium-term," the Swiss bank wrote. Source: Reuters
Laba Bersih Bank Bukopin Semester I 2011 Naik 50,76%
Laba bersih PT Bank Bukopin Tbk (BBKP) pada semester I 2011 melonjak 50,76% menjadi Rp 337,39 miliar dari posisi semester I 2010 sebesar Rp 223,79 miliar. Kenaikan laba ditopang oleh pendapatan bunga bersih sebesar Rp 983,23 miliar dari sebelumnya Rp 835,28 miliar. Sedangkan pendapatan nonbunga turut kontribusi kenaikan sekitar Rp 291miliar, naik dari sebelumnya Rp 223 miliar.
Pertumbuhan pendapatan nonbunga terutama dari kontribusi transaksi berbasis komisi dan penurunan provisi dari sebelumnya Rp 73,99 miliar menjadi Rp 121,82 miliar.
Di sisi lain, penyaluran kredit pada periode yang sama kredit naik tipis dari sebelumnya Rp 29,51 triliun menjadi Rp 30,28 triliun. Sedangkan dana pihak ketiga (DPK) naik lebih pesat dari penyaluran kredit, yakni dari Rp 37,05 triliun menjadi Rp 43,13 triliun. Besarnya kenaikan dana menopang pertumbuhan aset menjadi Rp 52,53 triliun dari sebelumnya Rp 42,84 triliun.
Laba Bersih Jasa Marga Semester I 2011 Naik 16,36%
Laba bersih PT Jasa Marga Tbk pada semester I 2011 naik 16,36% menjadi Rp 749,85 miliar dari semester I 2010 sebesar Rp 644,45 miliar. Kenaikan ini ditopang oleh pertumbuhan pendapatan usaha sebesar 12,2% menjadi Rp 2,36 triliun.
Di sisi lain, beban usaha perseroan juga meningkat 12,41% menjadi Rp 1,13 triliun, sehingga laba usaha yang diperoleh Jasa Marga sebesar Rp 1,23 triliun atau naik 12% dari tahun lalu.
Aspek | Jun-10 | Jun-11 | % |
Pendapatan usaha | 2103,22 | 2359,75 | 12,20 |
Beban usaha | 1007,18 | 1132,16 | 12,41 |
Laba usaha | 1096,04 | 1227,58 | 12,00 |
Laba sebelum pajak | 812,62 | 977,09 | 20,24 |
Laba tahun berjalan | 644,45 | 749,85 | 16,36 |
Laba bersih per saham | 96 | 110,92 | 15,54 |
Saham-saham yang dominan dibeli asing, 27 Juli 2011
Saham-saham yang dominan dibeli asing, Rabu 27 Juli 2011.
Kode saham Volume Jual Beli
ADHI | 5.355.000 | 21.000 | 220.500 |
ADMG | 44.646.500 | 110.000 | 1.335.500 |
ADRO | 29.992.000 | 5.002.000 | 16.134.500 |
AISA | 17.772.000 | 0 | 4.485.000 |
ALMI | 2.517.500 | 0 | 20.000 |
AMFG | 133.000 | 0 | 72.000 |
AMRT | 531.500 | 0 | 531.000 |
ANTM | 8.467.500 | 1.319.000 | 4.120.500 |
APLN | 31.936.500 | 0 | 6.026.000 |
ARNA | 3.695.500 | 0 | 456.000 |
ASBI | 110.000 | 0 | 100.000 |
ASRI | 193.769.000 | 33.388.000 | 58.000.000 |
BBKP | 51.621.000 | 1.927.000 | 19.860.000 |
BBLD | 581.000 | 0 | 171.500 |
BBNI | 94.581.000 | 33.852.500 | 58.452.500 |
BBRI | 69.315.500 | 11.207.500 | 33.204.000 |
BBTN | 27.641.500 | 157.000 | 7.420.500 |
BHIT | 161.514.000 | 7.715.500 | 14.329.000 |
BJBR | 69.877.000 | 2.273.500 | 5.250.000 |
BKSL | 232.493.000 | 1.282.500 | 3.000.000 |
BMRI | 30.448.500 | 9.052.500 | 15.097.500 |
BMTR | 10.117.000 | 154.000 | 1.771.500 |
BNBR | 382.195.500 | 15.028.000 | 19.903.000 |
BRAU | 5.434.000 | 0 | 1.804.000 |
BRMS | 17.966.000 | 501.000 | 2.000.000 |
BSDE | 24.995.000 | 2.218.500 | 6.171.000 |
BTEL | 16.111.000 | 13.000 | 153.000 |
BWPT | 19.970.500 | 1.489.500 | 4.939.000 |
CFIN | 6.680.500 | 0 | 1.168.500 |
CMNP | 54.548.500 | 2.338.500 | 5.850.000 |
CPIN | 15.431.500 | 1.443.000 | 5.242.000 |
CTRP | 14.058.000 | 0 | 500.000 |
CTRS | 791.000 | 0 | 28.000 |
DAVO | 37.853.500 | 0 | 100.000 |
DEWA | 281.081.500 | 714.000 | 31.509.500 |
EKAD | 6.830.500 | 0 | 200.000 |
ELTY | 419.902.500 | 28.781.500 | 33.575.500 |
EMDE | 4.114.000 | 0 | 2.355.000 |
EMTK | 56.500 | 0 | 40.000 |
EPMT | 236.500 | 0 | 55.000 |
FASW | 607.500 | 0 | 277.000 |
ICBP | 2.918.500 | 207.000 | 940.000 |
IMAS | 3.109.000 | 824.500 | 1.037.500 |
INDF | 9.445.000 | 2.476.000 | 4.049.500 |
INDS | 940.500 | 0 | 7.500 |
INTA | 47.433.000 | 719.500 | 4.800.000 |
INTP | 1.501.000 | 709.000 | 482.500 |
INVS | 321.000 | 268.000 | 312.500 |
IPOL | 171.102.500 | 5.300.000 | 48.400.000 |
ISAT | 842.000 | 83.000 | 456.500 |
ITMG | 1.229.000 | 184.500 | 264.500 |
JAWA | 39.595.500 | 6.879.000 | 11.576.500 |
JPFA | 13.298.500 | 1.075.000 | 1.292.500 |
JSMR | 11.792.500 | 874.000 | 5.972.500 |
JTPE | 10.224.000 | 0 | 500.000 |
KAEF | 12.322.500 | 75.000 | 1.000.000 |
KIAS | 2.357.000 | 0 | 50.000 |
KRAS | 85.524.000 | 2.282.000 | 10.505.000 |
LSIP | 23.543.000 | 1.138.000 | 4.083.500 |
MAPI | 6.268.000 | 2.501.500 | 4.020.500 |
MASA | 10.895.000 | 0 | 1.025.000 |
MDLN | 13.770.000 | 0 | 350.000 |
MEDC | 11.529.500 | 105.000 | 901.500 |
MNCN | 17.207.500 | 7.201.500 | 13.594.500 |
MTFN | 2.001.500 | 0 | 175.000 |
MTLA | 4.799.500 | 0 | 3.913.000 |
MYOR | 225.500 | 91.500 | 132.000 |
PGAS | 16.213.500 | 7.194.000 | 8.272.500 |
PTBA | 6.890.500 | 298.500 | 973.500 |
PTIS | 421.000 | 0 | 138.000 |
PTPP | 10.737.000 | 0 | 618.500 |
PWON | 13.328.500 | 0 | 500.000 |
RALS | 2.500.500 | 0 | 89.500 |
ROTI | 68.000 | 19.500 | 56.500 |
SGRO | 6.364.000 | 0 | 1.167.000 |
SIMP | 18.440.000 | 5.000.000 | 13.552.500 |
SIPD | 655.264.500 | 14.890.000 | 28.450.000 |
SMAR | 25.500 | 0 | 9.000 |
SMCB | 2.486.500 | 709.500 | 1.189.500 |
SMRA | 21.292.000 | 1.199.500 | 13.240.000 |
SMSM | 16.423.500 | 1.412.000 | 3.011.000 |
SRSN | 36.620.500 | 0 | 1.585.000 |
TBIG | 809.500 | 337.000 | 500.000 |
TBLA | 34.952.500 | 120.000 | 1.866.000 |
TIFA | 85.357.000 | 0 | 351.000 |
TINS | 4.589.500 | 83.000 | 507.500 |
TLKM | 6.933.000 | 1.008.000 | 3.331.500 |
TRST | 7.353.500 | 0 | 733.000 |
TURI | 8.587.000 | 0 | 3.000.000 |
UNSP | 55.268.000 | 0 | 273.500 |
UNTR | 7.633.500 | 1.136.000 | 3.537.500 |
VOKS | 320.000 | 0 | 7.500 |
WIKA | 15.290.000 | 2.500.000 | 8.124.000 |
WINS | 162.827.500 | 11.692.000 | 16.201.000 |
WOMF | 5.103.000 | 0 | 250.000 |
Subscribe to:
Posts (Atom)