Market Flash: iSHARES MSCI Indonesia Investable Market Index Fund (EIDO:US) PRICE: 28.530 USD Down -0.360 (-1.246%) >>> BI: Rupiah Melemah Akibat Kondisi Eropa >>> Pertemuan FED pertimbangkan langkah baru dorong ekonomi >>> KIJA akan Terbitkan MEN Valas USD150 Juta >>> PT Indika Energy Perusahaan Teladan Dunia 2011 >>> Govt Promises Revision of Cost Recovery Regulation >>> BPMigas Demands PGN to Pay US$6 per MMBTU >>> Jababeka to Raise US$150 Million from Debt Markets >>> SCG Chemicals buys Chandra Asri >>> Solusi Tunas eyes Rp380 bio IPO >>> SMR Utama scouts Rp300 bio IPO >>> Alam Sutera picks two bond arrangers >>> ASII Tetap Rajai Penjualan Mobil Agustus 2011 >>> Perusahaan Thailand kuasai Saham TPIA senilai Rp 3,76 Triliun >>> Agis Main ke Tambang, Sahamnya Masuk Dalam Pengawasan >>> ACES Mendekati The Northern Agar Mau Kurangi Kepemilikan >>> IHSG masih harus berjuang terus bertahan diatas MA200 >>> Melirik Peluang Akumulasi di Saham Perbankan >>> Analisa Saham BUMI: Kuat Bertahan & Berpeluang Kembali Uptrend >>> Analisa Saham JSMR: Bertahan Di Support, What Next? >>> INDF Tertahan Di Area Support Kuat, Berpeluang Rebound >>> ASII Break Minor Support, Sell on Strength >>> ADRO Membentuk Descending Wedges, Berpeluang Rebound Terbatas >>> Wall Street ends flat as early gains evaporate >>> Fed begins policy meeting, tiptoes toward easing >>> Fed meeting to help decide on long-term Treasuries >>> Greece Makes 'Good Progress' in Reform Talks: EC >>> China worried Europe debt crisis will hit trade >>> China could roll out 4.65tr yuan stimulus package >>> IMF sees Mideast stagnation >>> NYMEX-Crude ends higher at Oct contract expiry >>> Asian Crude Palm Oil Up On Technical Buying, Soyoil >>> Foreign net Sell - 61.785.746

Kamis, 04 Agustus 2011

Astra International: Key takeaways from analyst meetings (ASII, Rp71,200, Under review) - Mandiri

􀂄 We attended ASII’s analyst meeting yesterday. Management of ASII said that July11 auto sales was very strong. Management forecasts FY11F domestic car sales volume between 800,000 and 850,000 units.
􀂄 The president director of UNTR indicated Komatsu sales volume may exceed 7,500 units in FY11F. There will not supply constraint due to Komatsu will supply more units if demand on heavy equipment keep strong.
􀂄 Regarding news that Bank Indonesia may regulate the minimum down payment for auto financing (which BI consider that 30% is an ideal limit for down payment) management of ASII said that BI can only regulate the Bank. Multi-finance companies are regulated by Ministry of Finance. Therefore, there should not be problem for auto sales.
􀂄 We are reviewing our assumptions. At Rp71,200, ASII is traded at PER FY11F and FY12F consensus of 17.1x and 14.9x, respectively.
Posted by Saham Pilihan at 05.28

Tidak ada komentar:

Posting Komentar

Langganan: Posting Komentar (Atom)