Rekap Laba (-Rugi) Emiten 9M18 vs 9M17

Rekap Laba (-Rugi) Emiten 9M18 vs 9M17

BANK & FINANCE
• BBRI Rp23.5t vs Rp20.5t
• BBCA Rp18.5t vs Rp16.8t
• BMRI Rp18.1t vs Rp15.1t
• BBNI Rp11.4t vs Rp10.1t
• BDMN Rp2.69t vs Rp2.75t
• BBTN Rp2.24t vs Rp2.00t
• PNBN Rp2.11t vs Rp2.09t
• BTPN Rp1.62t vs Rp1.37t
• BNII Rp1.49t vs Rp1.45t
• ADMF Rp1.35t vs Rp1.09t
• BJBR Rp1.34t vs Rp1.07t
• BFIN Rp1.09t vs Rp842t
• BJTM Rp1.06t vs Rp1.01t
• BTPS Rp698m vs Rp469m
• BNLI Rp494m vs Rp707m
• BBKP Rp327m vs Rp199m
• CFIN Rp226m vs Rp164m
• AGRO Rp166m vs Rp102m
• WOMF Rp152m vs Rp101m
• PNBS Rp11.8m vs Rp15.1m
• BBHI -Rp19.5m vs Rp7.58m
• POOL -Rp75.6m vs Rp61.4m

TELCO, TECH & MEDIA
• TLKM Rp14.2t vs Rp17.9m
• SCMA Rp1.19t vs Rp1.09t
• MDIA Rp226m vs Rp277m
• ASGR Rp138m vs Rp136m
• BALI Rp43.8m vs Rp24.6m
• MARI Rp25.3m vs Rp29.8m
• VIVA -Rp204m vs Rp217m

CONSUMER & PHARMACY
• HMSP Rp9.69t vs Rp9.34t
• UNVR Rp7.30t vs Rp5.23t
• SIDO Rp480m vs Rp380m
• ROTI Rp103m vs Rp97.3m
• CLEO Rp46.8m vs Rp38.1m
• PYFA Rp32.5m vs Rp59.6m

RETAIL
• MCAS Rp60.8m vs Rp7.22m
• CSAP Rp55.4m vs Rp57.3m

PROPERTY & RELATED
• PWON Rp1.78t vs Rp1.42t
• PPRO Rp306m vs Rp275m
• BEST Rp153m vs Rp283m
• ARNA Rp116m vs Rp83.9m

CONSTRUCTION
• ADHI Rp335m vs Rp205m
• WEGE Rp289m vs Rp175m
• WTON Rp279m vs Rp220m
• ACST Rp91.2m vs Rp111m
• IDPR Rp31.5m vs Rp78.4m

INFRASTRUCTURE RELATED
• JSMR Rp1.77t vs Rp1.90t
• AKRA Rp1.29t vs Rp1.02t
• IPCC Rp147m vs Rp107m
• MPOW -Rp3.19m vs Rp9.73m
• PGAS limited review

AUTO & HEAVY EQUIPMENT
• ASII Rp17.1t vs Rp14.1t
• UNTR Rp9.07t vs Rp5.64t
• AUTO Rp414m vs Rp370m

MANUFACTURING
• SRIL $70.5jt vs $47.2jt
• FASW Rp867m vs Rp285m
• WOOD Rp180m vs Rp138m
• MARK Rp58.8m vs Rp32.2m
• DPNS Rp9.37m vs Rp4.79m
• INRU $452rb vs -$86rb
• KBRI -Rp124m vs -Rp76.6m
• NIKL -$3.20jt vs $391rb
• KRAS -$37.4jt vs -$75.0jt

TRADE & SERVICES
• BIRD Rp335m vs Rp302m
• PSSI $12.1jt vs $1.35jt
• ASSA Rp106m vs Rp73.1m
• SAME Rp50.4m vs Rp71.1m
• TMAS Rp11.7m vs -Rp10.9m
• INTD Rp3.78m vs Rp1.66m
• SILO Rp2.99m vs Rp62.9m

OIL & MINING RELATED
• BYAN $388jt vs $215jt
• INCO $55.2jt vs -$19.6jt
• DOID $49.6jt vs $31.4jt
• MYOH $21.5jt vs $8.63jt
• ELSA Rp221m vs Rp85.6m
• KKGI $2.42jt vs $8.34jt
• RIGS -$4.81jt vs -$8.24jt
• TINS limited review
• MEDC limited review

AGRICULTURE & POULTRY
• AALI Rp1.12t vs Rp1.37t
• MGRO Rp45.4m vs -Rp17.3m
• SGRO Rp169m vs Rp203m
• BWPT -Rp266m vs -Rp209m





ADRO result Q318
Q3 to Q2 rev: US$1.06b vs USD 846m (+25.2%)
Q3 to Q2 np: US$117m vs US$121m (-2.9%)
Q318 to Q317 rev: US$1.06b vs US$890m (+19.1%)
Q318 to Q317 np: US$117m vs US$150m (-21.8%)
9M18 to 9M17 rev: US$2.67b vs US$2.43b (+9.5%)
9M18 to 9M17 np: US$313b vs US$372b (-16.1%)
9M18 vs Consensus np: 65.3%



ACES result Q318
Q3 to Q2 rev: 1.78t vs 1.81t (-1.8%)
Q3 to Q2 np: 271b vs 217b (+25.0%)
Q318 to Q317 rev: 1.78t vs 1.46t (+21.6%)
Q318 to Q317 np: 271b vs 198.3b (+36.8%)
9M18 to 9M17 rev: 5.16t vs 4.22t (+22.3%)
9M18 to 9M17 np: 697b vs 526.4b (+32.5%)
9M18 vs Consensus np: 73%


MAPI result Q318
Q3 to Q2 rev: 3.75t vs 4.79t (-21.6%)
Q3 to Q2 np: 67b vs 140b (-52.2%)
Q318 to Q317 rev: 3.75t vs 3.97t (-5.4%)
Q318 to Q317 np: 67b vs 73b (-9.1%)
9M18 to 9M17 rev: 12.8t vs 11.6t (+10.1%)
9M18 to 9M17 np: 558b vs 247b(+124.4%)
9M18 vs Consensus np: 91%


BSDE result Q318
Q3 to Q2 rev: 1.66t vs 1.41t (17.6%)
Q3 to Q2 np: 190b vs 2b (+9252%)
Q318 to Q317 rev: 1.66t vs 1.61t (+5.5%)
Q318 to Q317 np: 190b vs 292b (+4.5%)
9M18 to 9M17 rev: 4.78t vs 5.88t (-18.6%)
9M18 to 9M17 np: 559b vs 2.30t (-74.0%)
9M18 vs Consensus np: 21.5%



INDY result Q318
Q3 to Q2 rev: US$733.2m vs US$638.2m (+14.9%)
Q3 to Q2 np: US$35.9m vs US$17.9m (+100.6%)
Q318 to Q317 rev: US$733.2m vs US$241.6m (+203.5%)
Q318 to Q317 np: US$36m vs US$30.1m (+19.3%)
9M18 to 9M17 rev: US$2.18b  vs US$694.6m (+213.9%)
9M18 to 9M17 np: US$112.2m vs US$81.4m (+37.8%)
9M18 vs Consensus np: 47%

MBSS result Q318
Q3 to Q2 rev: US$20m vs US$18m (+11.1%)
Q3 to Q2 np: -US$2.0m vs -US$3.4m (N/A)
Q318 to Q317 rev: US$20.0m vs US$17.8m (+12.4%)
Q318 to Q317 np: -US$2.0m vs -US$3.2m (N/A)
9M18 to 9M17 rev: US$52.4m  vs US$51.0m (+2.7%)
9M18 to 9M17 np: -US$10.9m vs -US$10.9m (N/A)
9M18 vs Consensus np: N/A

PTRO result Q318
Q3 to Q2 rev: US$120m vs US$116m (+3.2%)
Q3 to Q2 np: US$10m vs US$6m (66.7%)
Q318 to Q317 rev: US$120.0m vs US$72.3m (+66.0%)
Q318 to Q317 np: US$10m vs US$2.4m (+316.7%)
9M18 to 9M17 rev: US$325.8m  vs US$180.9m (+80.1%)
9M18 to 9M17 np: US$17.5m vs US$5.0m (+)
9M18 vs Consensus np: N/A




ASII Macquarie (outperform TP: 8,100)
BBCA Macquarie (outperform TP: 25,200)
BBNI Macquarie (outperform TP: 10,000)
BBRI Macquarie (outperform TP: 3,200)
BMRI Macquarie (neutral TP: 6,120)
GGRM Macquarie (outperform TP: 88,000)
HMSP Macquarie (neutral TP: 4,000)
ICBP Macquarie (underperform TP: 7,650)
INKP Macquarie (outperform TP: 20,750)
TPIA Macquarie (outperform TP: 5,654)
UNTR Macquarie (outperform TP: 44,500)