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Sabtu, 12 Februari 2011

No Deal on BDMN - JPM Indo

4 quick points:

- Danamon: CEO said they are not talking to Temasek, Temasek has not approached them and neither has any party approached Bank Indonesia - in short, no deal
- Very focused on what has been done and what needs to be done: getting systems and processes in place, reduce risk and continue collecting on low hanging fruits near term
- CEO admitted that at 8.4% RoE for 2009, bank was barely meeting its cost of capital. Now he is happy that they have at least started adding value, though barely, with 10.2% RoE for 2010, and much progress needs to be made
- SME and WM to move to exponential growth phase in 2H11, bank is taking its time to check and re-check all systems and processes before full fledged launch

Attached CEO PPT. All in all, a work-man like approach to the changes and full focus on execution and results. This bank is changing for real. Stock to be one of the top performers this year. Buy now.
Posted by Saham Pilihan at 06.01

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