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Bullets - 31 July 2007 – DRAFT – FOR INTERNAL DISCUSSION ONLY
Highlights
· BRI (BUY): King of the hill
· Unilever (LT BUY): A bumper first half
· Total Bangun Persada (TAKE PROFIT): Margins increasingly wobbly
· Telkom (BUY): H107 result
· Radian Utama (BUY): Result inline with our expectation
· Multistrada Arah Sarana (BUY): Operating profit grew by 792 Y/Y in H107
· Mitra Adiperkasa (BUY): Result in line with expectation
· Bakrie & Brothers (HOLD): H107 result
· Gudang Garam (HOLD): H107 result
· Matahari (HOLD): Result in line with expectation
· AKR Corporindo (HOLD): result in H107 inline with our expectation
· United Tractors (HOLD): Net profit grew 3% Y/Y but expected
· Bakrie Sumatera: Operating profit came in line
· Energi Mega: Net profit was down 70% Y/Y
· CP Prima: Net profit grew 36% Y/Y in H107
· Bank NISP: H107 result
· Bank Negara Indonesia : EGM result
· Ciputra Surya: To issue new shares
· HM Sampoerna: H107 result
· BFI Finance: H107 result
· Bank Century: H107 result
· Sampoerna Agro: H107 result
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