A director at Surya Semesta Internusa sold 682,200 shares at 975.525IDR and the significance rating of the trade was 69/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two yea...
Erajaya Swasembada (ERAA IJ/BUY/Rp442/Target: Rp520) : 4Q23: Net profit surges 816% qoq from iPhone’s launch and margin expansion; maintain BUY. Surya Semesta Internusa (SSIA IJ/NOT RATED/Rp920) : A rising industrial estate superstar. TRADERS’ CORNER Indah Kiat Pulp & Paper (INKP IJ): Technical BUY Mitra Adiperkasa (MAPI IJ): Technical BUY
SSIA could benefit from rising industrial land demand from the auto industry. Marketing sales could more than triple in 2024, supported by strong land inquiries with Subang Smartpolitan the main contributor. SSIA has a sufficient landbank of up to 1,500ha in Subang Smartpolitan. Meanwhile, the construction business through NRCA secured contracts worth Rp2.9t in 2023, up 24.3% yoy. SSIA is trading at 24.5x PE and 1.1x P/B with ROE of 4.4%.
GREATER CHINA Sector Aviation Airlines: Expecting a turnaround in profitability in 2024 with moderate international travel recovery. Maintain MARKET WEIGHT. Results China Longyuan Power (916 HK/BUY/HK$5.48/Target: HK$6.50) 2023: Below expectations; slower-than-expected pace of capacity expansion. China Overseas Land & Investment (688 HK/BUY/HK$11.26/Target: HK$19.42) 2023: Results beat expectations; watching for stabilisation of profitability in 2024. China Resources Gas (1193 HK/BUY/HK$24.9...
SURYA SEMESTA INTERNUSA (ID), a company active in the Real Estate Holding & Development industry, reduced its market risk and raised its general evaluation. The independent financial analyst theScreener awarded an improved star rating to the company, which now shows 1 out of 4 possible stars; its market behaviour has improved and can be considered as defensive. theScreener believes that this new assessment merits an overall rating upgrade to Slightly Positive. As of the analysis date March 15, 2...
Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked....
SSIA is targeting 20ha of marketing sales to third parties for Suryacipta in 2021 (2.9ha in 2020). Recently, SSIA obtained significant inquiries for Suryacipta and Subang. SSIA is targeting a 36-81% yoy contract growth from the construction industry. If it wins the Subang-Patimban toll road tender, the project could become the turnaround factor for construction. The hospitality industry will likely turn around post COVID-19. SSIA is trading at 0.56x 2021F P/B, or slightly above -1SD of 5-year me...
GREATER CHINA Economics Inflation: Underlying inflation trends have moderated. Money Supply: Timely cut in RRR. INDONESIA Small/Mid Cap Highlights Surya Semesta Internusa (SSIA IJ/NOT RATED/Rp430): Better property sales along with potential turnaround in construction and hospitality industries. MALAYSIA Sector Telecommunications: Jendela programme saw wider broadband footprint in 2Q21; key beneficiary is TM. SINGAPORE Strategy Singapore Funds Flow: Financials were very much in favour with ins...
Surya Semesta Internusa (SSIA IJ/NOT RATED/Rp430): Better property sales along with potential turnaround in construction and hospitality industries. TRADERS’ CORNER Telekomunikasi Indonesia (TLKM IJ): Technical BUY Indocement Tunggal Prakarsa (INTP IJ): Technical BUY
GREATER CHINA Economics Trade: Persistent import weakness offers little evidence of a V-shaped recovery, poses execution risk to the Phase 1 trade deal. INDONESIA Small/Mid Cap Highlights Surya Semesta Internusa (SSIA IJ/NOT RATED/Rp388): Looking forward to a “Golden Year†in 2021. SINGAPORE Sector REITs: S-REITs weekly. THAILAND Update Amata Corporation (AMATA TB/BUY/Bt15.60/Target: Bt17.00): 2Q20 results preview: Earnings to drop yoy but expand qoq.
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
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