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Stock Shoot - TLKM
April 21, 2017 17:33 WIB
Kinerja saham TLKM cenderung menguat untuk menguji level psikologis pada harga 4.570 sebagai harga tertinggi selama 52 minggu sebelumnya, dengan target tertinggi pada kisaran 4.950. Potensi tersebut disertai dengan kinerja harga saham TLKM yang berada pada area jenuh jual atau oversold dengan trend menguat. Download artikel selengkapnya(460.87 Kb)
Danareksa Equity Snapshot - BBCA 21 April 2017
April 21, 2017 09:56 WIB
Bank Central Asia: Cautious outlook but still comfortable (BBCA IJ. IDR17,325. BUY. TP IDR18,300)
The decline in the assets yield was mainly driven by the corporate segment (-100bps yoy to 9.2% from 10.2% in 1Q16). However, the management also said that all corporate loans had been repriced at lower rates. Loans in other segments had also been repriced. For mortgages, the management foresees that further declines are highly likely due to the stiff competition in the market.
Operating expenses rose by 19.5% qoq mainly due to accrued bonuses that were paid in April 2017. Hence, the bank’s cost efficiency ratio rose to 52.8% in March 2017 from 49.6% in 1Q16 (43.9% in FY17).
Loans declined 1.8% ytd as corporate loans and commercial & SME loans slid by 1.5% ytd and 4.7% ytd, respectively.
NPLs increased to 1.5% driven by increases in the corporate segment (+40bps) and the commercial & SME segment (+60 bps). The management said that the increase in NPLs in the corporate segment was caused by the deterioration of a transportation company loan that had been restructured last year. The management said that NPLs risk is still high.
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