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Mirae Asset Sekuritas Indonesia-Investment Information

RESUME LK Q2 2019
FINANCE - Insurance
(dalam Rp juta)
Saham Laba Q2 2018 1Q19 2Q19 Laba Q2 2019 Ytd % yoy % qoq
ABDA Rp100,372 Rp26,527 Rp26,213 Rp52,740 -47.5% -1.2%
AHAP -Rp20,361 -Rp13,634 -Rp18,002 -Rp31,636 -55.4% -32.0%
AMAG Rp33,386 Rp23,403 Rp8,872 Rp32,275 -3.3% -62.1%
ASBI Rp4,022 Rp9,571 -Rp3,789 Rp5,782 43.8% -139.6%
ASDM Rp17,294 Rp5,203 Rp10,078 Rp15,281 -11.6% 93.7%
ASJT Rp7,382 Rp3,414 Rp249 Rp3,663 -50.4% -92.7%
ASRM Rp40,185 Rp22,622 Rp19,446 Rp42,068 4.7% -14.0%
MTWI Rp1,004 Rp1,634 -Rp706 Rp928 -7.6% -143.2%
PNIN Rp452,375 Rp423,282 Rp266,271 Rp689,553 52.4% -37.1%
PNLF Rp763,345 Rp462,954 Rp476,894 Rp939,848 23.1% 3.0%
TUGU Rp18,773 Rp170,409 Rp37,228 Rp207,637 1006.0% -78.2%
VINS Rp9,015 Rp2,799 Rp5,475 Rp8,274 -8.2% 95.6%

FINANCE - Financial Institution


(dalam Rp juta)
Saham Laba Q2 2018 1Q19 2Q19 Laba Q2 2019 Ytd %yoy % qoq
ADMF Rp873,749 Rp462,300 Rp486,639 Rp948,939 8.6% 5.3%
APII Rp11,701 Rp8,959 Rp4,992 Rp13,951 19.2% -44.3%
BBLD Rp32,546 Rp17,026 Rp16,396 Rp33,422 2.7% -3.7%
BFIN Rp702,801 Rp336,817 Rp353,350 Rp690,167 -1.8% 4.9%
BPFI Rp38,950 Rp20,920 Rp18,941 Rp39,861 2.3% -9.5%
CFIN Rp145,768 Rp79,646 Rp81,996 Rp161,642 10.9% 3.0%
IMJS Rp111,514 Rp57,147 Rp49,197 Rp106,344 -4.6% -13.9%
MFIN Rp142,677 Rp91,880 Rp86,054 Rp177,934 24.7% -6.3%
TIFA Rp15,469 Rp8,034 Rp9,254 Rp17,288 11.8% 15.2%
WOMF Rp105,511 Rp43,434 Rp34,701 Rp78,135 -25.9% -20.1%

FINANCE - Bank
(dalam Rp juta)
Saham Laba Q2 2018 1Q19 2Q19 Laba Q2 2019 Ytd %yoy % qoq
AGRO Rp130,930 Rp61,108 Rp17,189 Rp78,297 -40.2% -71.9%
AGRS -Rp11,865 -Rp9,162 -Rp34,150 -Rp43,312 -265.0% -272.7%
ARTO -Rp6,744 -Rp6,027 -Rp8,134 -Rp14,161 -110.0% -35.0%
BACA Rp69,836 Rp13,361 Rp43,932 Rp57,293 -18.0% 228.8%
BBCA Rp11,420,955 Rp6,061,827 Rp6,799,880 Rp12,861,707 12.6% 12.2%
BBHI -Rp19,125 Rp9,919 -Rp653 Rp9,266 148.4% -106.6%
BBKP Rp259,905 Rp54,750 Rp65,387 Rp120,137 -53.8% 19.4%
BBMD Rp119,739 Rp80,862 Rp73,502 Rp154,364 28.9% -9.1%
BBNI Rp7,436,693 Rp4,075,580 Rp3,558,591 Rp7,634,171 2.7% -12.7%
BBRI Rp14,886,046 Rp8,164,252 Rp8,000,323 Rp16,164,575 8.6% -2.0%
BBTN Rp1,423,713 Rp723,146 Rp583,188 Rp1,306,334 -8.2% -19.4%
BBYB Rp51,378 Rp14,188 -Rp4,535 Rp9,653 -81.2% -132.0%
BDMN Rp2,011,240 Rp800,674 Rp1,012,024 Rp1,812,698 -9.9% 26.4%
BGTG Rp22,409 Rp14,945 Rp11,670 Rp26,615 18.8% -21.9%
BINA Rp3,138 Rp2,050 Rp1,460 Rp3,510 11.9% -28.8%
BJBR 901090 Rp419,537 Rp380,429 Rp799,966 -11.2% -9.3%
BJTM Rp758,277 Rp405,520 Rp410,900 Rp816,420 7.7% 1.3%
BKSW -Rp95,561 -Rp50,019 -Rp2,961 -Rp52,980 44.6% 94.1%
BMAS Rp29,849 Rp15,380 Rp15,121 Rp30,501 2.2% -1.7%
BMRI Rp12,178,074 Rp7,233,094 Rp6,297,523 Rp13,530,617 11.1% -12.9%
BNBA Rp42,617 Rp13,661 Rp11,559 Rp25,220 -40.8% -15.4%
BNII Rp932,749 Rp414,855 Rp341,874 Rp756,729 -18.9% -17.6%
BNLI Rp288,841 Rp377,363 Rp334,027 Rp711,390 146.3% -11.5%
BRIS belum listing Rp30,057 Rp5,494 Rp35,551 #VALUE! -81.7%
BSIM Rp225,503 Rp124,751 -Rp102,648 Rp22,103 -90.2% -182.3%
BSWD Rp20,474 Rp9,874 Rp1,370 Rp11,244 -45.1% -86.1%
BTPN Rp1,091,941 Rp506,600 Rp727,632 Rp1,234,232 13.0% 43.6%
BTPS Rp488,768 Rp288,406 Rp321,368 Rp609,774 24.8% 11.4%
BVIC Rp60,700 Rp22,468 Rp10,479 Rp32,947 -45.7% -53.4%
DNAR Rp5,155 Rp1,157 -Rp241 Rp916 -82.2% -120.8%
INPC Rp35,476 Rp12,852 Rp12,368 Rp25,220 -28.9% -3.8%
MAYA Rp384,579 Rp142,784 Rp154,170 Rp296,954 -22.8% 8.0%
MEGA Rp681,717 Rp483,686 Rp407,701 Rp891,387 30.8% -15.7%
NAGA Rp2,529 Rp316 -Rp2,212 -Rp1,896 -175.0% -800.0%
NISP Rp1,335,046 Rp765,228 Rp770,730 Rp1,535,958 15.0% 0.7%
NOBU Rp22,522 Rp8,636 Rp10,796 Rp19,432 -13.7% 25.0%
PNBN Rp1,279,111 Rp802,118 Rp792,467 Rp1,594,585 24.7% -1.2%
PNBS Rp8,040 Rp5,155 -Rp48 Rp5,107 -36.5% -100.9%
SDRA Rp298,958 Rp146,392 Rp153,542 Rp299,934 0.3% 4.9%

FINANCE - Securities Company


(dalam Rp juta)
Saham Laba Q2 2018 1Q19 2Q19 Laba Q2 2019 Ytd % yoy % qoq
AKSI Rp6,546 Rp8,685 -Rp2,179 Rp6,506 -0.6% -125.1%
HADE -Rp901 -Rp242 -Rp346 -Rp588 34.7% -43.0%
KREN Rp165,239 Rp116,655 Rp26,085 Rp142,740 -13.6% -77.6%
PANS Rp16,989 Rp111,841 Rp24,152 Rp135,993 700.5% -78.4%
TRIM Rp33,056 Rp17,146 Rp16,016 Rp33,162 0.3% -6.6%

FINANCE - Others
(dalam Rp juta)
Saham Laba Q2 2018 1Q19 2Q19 Laba Q2 2019 Ytd % yoy % qoq
SMMA Rp557,461 Rp452,623 Rp184,238 Rp636,861 14.2% -59.3%
BV Earning Driver
2087
79
379
816 Pendapatan naik 4.2%
1699
337
2006
85

4327
122

BV Earning Driver
6983 Pendapatan dari pembiayaan naik 27%
268

382 Pendapatan naik 3.3%


455
1131 Pendapatan tumbuh 14.5%
536 Pendapatan naik 22.6%

328
342 Pendapatan naik 0.6%

BV Earning Driver

228
84
322
6472 Pertumbuhan kredit naik 11.5%
83
755
819
6189 Pendapatan naik 9.3%
1543
2352
132
4360 Pendapatan bunga naik 5%
103
216
1067 Pendapatan tumbuh 1.8%
580 Pertumbuhan kredit naik 8.5%
279
268
3980 Pendapatan naik 14%, Pertumbuhan kredit naik 12%
646
333
839 Pendapatan naik 6%

319
832

597 Pendapatan naik 26.3%


339
211
292
1742
2062
136
1141 Pendapatan bunga naik 15%
325
1632 Pendapatan tumbuh 3.2%
70
1022

BV Earning Driver
161
30
545
1862 Keuntungan nilai wajar efek Rp 80 miliar
116

BV Earning Driver
Mirae Asset Sekuritas Indonesia-Investment Information
Resume LK Q2 2019
Infrastructure, Utilities & Transportation - Transportation
(dalam Rp juta)
Saham Laba Q2 2018 1Q19 2Q19 Laba Q2 2019 Ytd %yoy %qoq
AKSI Rp4,493 Rp8,685 -Rp2,179 Rp6,506 44.8% -125.1%
APOL -Rp174,546 -Rp616,487 -Rp159,589 -Rp776,076 344.6% 74.1%
ASSA Rp75,642 Rp31,384 Rp29,193 Rp60,577 -19.9% -7.0%
BBRM -Rp44,328 -Rp19,330 -Rp21,218 -Rp40,548 8.5% -9.8%
BIRD Rp190,446 Rp88,758 Rp69,614 Rp158,372 -16.8% -21.6%
BPTR Rp10,598 Rp3,471 Rp2,918 Rp6,389 -39.7% -15.9%
GIAA -Rp1,683,215 Rp291,725 Rp49,273 Rp340,998 120.3% -83.1%
HITS Rp108,554 Rp58,720 Rp32,429 Rp91,149 -16.0% -44.8%
IPCM Rp61,392 Rp32,485 Rp17,376 Rp49,861 -18.8% -46.5%
JAYA -Rp1,912 Rp2,242 Rp330 #DIV/0! 217.3%
KARW Rp5,861 Rp4,863 -Rp260 Rp4,603 -21.5% -105.3%
LEAD -Rp74,897 -Rp49,729 -Rp38,228 -Rp87,957 -17.4% 23.1%
MBSS -Rp128,466 Rp21,387 -Rp11,091 Rp10,296 108.0% -151.9%
NELY Rp19,433 Rp10,425 Rp11,723 Rp22,148 14.0% 12.5%
PORT -Rp47,330 Rp10,858 Rp5,102 Rp15,960 133.7% -53.0%
PSSI Rp59,330 Rp31,292 Rp29,739 Rp61,031 2.9% -5.0%
SAPX Rp4,256 Rp8,830 Rp13,086 #DIV/0! 107.5%
SDMU -Rp15,051 Rp267 -Rp10,003 -Rp9,736 35.3% -3846.4%
SHIP Rp58,842 Rp49,261 Rp40,661 Rp89,922 52.8% -17.5%
SMDR Rp47,599 Rp3,669 -Rp314,567 -Rp310,898 -753.2% -8673.6%
SOCI Rp58,275 Rp87,858 Rp53,226 Rp141,084 142.1% -39.4%
TAMU -Rp55,578 -Rp18,183 -Rp9,833 -Rp28,016 49.6% -45.9%
TAXI -Rp205,727 -Rp42,191 -Rp73,591 -Rp115,782 43.7% -74.4%
TCPI Rp102,085 Rp73,457 Rp83,003 Rp156,460 53.3% 13.0%
TMAS Rp32,334 Rp42,252 Rp34,810 Rp77,062 138.3% -17.6%
TNCA Rp1,426 Rp315 Rp306 Rp621 -56.5% -2.9%
TPMA Rp52,775 Rp27,392 Rp18,849 Rp46,241 -12.4% -31.2%
TRAM Rp24,843 Rp23,429 Rp4,050 Rp27,479 10.6% -82.7%
WEHA Rp5,775 Rp1,783 Rp2,329 Rp4,112 -28.8% 30.6%
WINS -Rp63,599 -Rp32,213 -Rp35,037 -Rp67,250 -5.7% -8.8%
ZBRA Rp144 -Rp23 -Rp54 -Rp77 -153.5% -134.8%

Infrastructure, Utilities & Transportation - Non Building Construction


(dalam Rp juta)
Saham Laba Q2 2018 1Q19 2Q19 Laba Q2 2019 Ytd %yoy %qoq
BALI Rp27,172 Rp11,894 Rp12,581 Rp24,475 -9.9% 5.8%
BUKK Rp194,424 Rp188,487 Rp70,812 Rp259,299 33.4% -62.4%
CENT Rp68,622 Rp8,662 Rp3,457 Rp12,119 -82.3% -60.1%
GOLD -Rp4,475 Rp2,016 -Rp1,016 Rp1,000 122.3% -150.4%
GHON Rp13,955 Rp14,645 Rp14,585 Rp29,230 109.5% -0.4%
IBST Rp78,171 Rp31,145 Rp24,574 Rp55,719 -28.7% -21.1%
INDY Rp1,099,263 Rp166,656 Rp12,452 Rp179,108 -83.7% -92.5%
LCKM Rp225 Rp1,769 Rp604 Rp2,373 954.7% -65.9%
OASA Rp180 Rp1,088 Rp120 Rp1,208 571.1% -89.0%
PPRE Rp146,127 Rp92,155 Rp67,832 Rp159,987 9.5% -26.4%
SUPR Rp18,366 -Rp17,712 Rp30,517 Rp12,805 -30.3% 272.3%
TBIG Rp402,976 Rp218,060 Rp164,080 Rp382,140 -5.2% -24.8%
TOWR Rp1,079,643 Rp472,463 Rp521,055 Rp993,518 -8.0% 10.3%

Infrastructure, Utilities & Transportation - Toll Road, Airport, Harbor and Allied Products
(dalam Rp juta)
Saham Laba Q2 2018 1Q19 2Q19 Laba Q2 2019 Ytd %yoy %qoq
CMNP Rp261,399 Rp217,118 Rp88,775 Rp305,893 17.0% -59.1%
IPCC Rp94,869 Rp49,076 Rp41,491 Rp90,567 -4.5% -15.5%
META Rp135,547 Rp49,017 Rp43,871 Rp92,888 -31.5% -10.5%
JSMR Rp1,045,620 Rp584,831 Rp474,963 Rp1,059,794 1.4% -18.8%

Infrastructure, Utilities & Transportation - Telecommunication


(dalam Rp juta)
Saham Laba Q2 2018 1Q19 2Q19 Laba Q2 2019 Ytd %yoy %qoq
EXCL -Rp81,741 Rp57,193 Rp225,204 Rp282,397 445.5% 293.8%
FREN -Rp1,649,615 -Rp424,663 -Rp647,407 -Rp1,072,070 35.0% -52.5%
TLKM Rp8,698,000 Rp6,224,000 Rp4,854,000 Rp11,078,000 27.4% -22.0%

Infrastructure, Utilities & Transportation - Energy


(dalam Rp juta)
Saham Laba Q2 2018 1Q19 2Q19 Laba Q2 2019 Ytd %yoy %qoq
KOPI -Rp9,743 Rp6,229 Rp5,064 Rp11,293 215.9% -18.7%
MPOW -Rp785 Rp2,748 Rp4,398 Rp7,146 1010.3% 60.0%
PGAS Rp2,102,176 Rp927,255 -Rp163,031 Rp764,224 -63.6% -117.6%
POWR Rp581,205 Rp392,012 Rp391,113 Rp783,125 34.7% -0.2%
RAJA Rp15,347 Rp28,631 Rp17,807 Rp46,438 202.6% -37.8%
TGRA Rp598 -Rp203 Rp612 Rp409 -31.6% 401.5%
EPS Annualised Earning Driver
18 Pendapatan naik 15%
-94
34
-14
126
8
26 Pendapatan naik 9.7%
26 Pendapatan tumbuh 19.4%
18 Pendapatan turun 9.4%
0
14
-42
10
18 Pendapatan naik 15%
10 Pendapatan naik 20%
24

Pendapatan naik 51%

38 Pendapatan naik 18%

Pendapatan naik 6.7%


Pendapatan tumbuh 6.3%, Pelepasan Aset 17.6 miliar, Laba Kurs 9.8 miliar

Pendapatan naik 4%

EPS Annualised Earning Driver

Pendapatan naik 72.9%


Pendapatan turun 0.2%
Pendapatan naik 20%

Pendapatan naik 6%

EPS Annualised Earning Driver


Pendapatan naik 7.8%
Pendapatan turun 9%

Pendapatan naik 7.6%

EPS Annualised Earning Driver


Pendapatan naik 11%, Laba Kurs Rp 50 miliar, Jual dan sewa menara Rp 211 miliar

Pendapatan naik 7.7%

EPS Annualised Earning Driver

Laba Kurs Rp 3 miliar

Pendapatan naik 3.6%


Di topang Laba entitas anak Rp 50 miliar
limited review
Mirae Asset Sekuritas Indonesia-Investment Information
RESUME LK Q2 2019
Mining - Metal and Mineral Mining
(dalam Rp juta)
Saham Laba Q2 2018 1Q19 2Q19 Laba Q2 2019 Ytd %yoy %qoq
CITA Rp310,861 Rp331,494 Rp233,684 Rp565,178 81.8% -29.5%
CTTH Rp1,212 Rp7,079 -Rp5,761 Rp1,318 8.8% -181.4%
INCO Rp423,305 -Rp287,187 -Rp82,996 -Rp370,183 -187.5% -71.1%
PSAB Rp77,397 Rp46,065 Rp14,694 Rp60,759 -21.5% -68.1%
SMRU -Rp45,062 -Rp32,631 -Rp43,683 -Rp76,314 -69.4% -33.9%

Mining - Oil & Gas


(dalam Rp juta)
Saham Laba Q2 2018 1Q19 2Q19 Laba Q2 2019 Ytd %yoy %qoq
ELSA Rp127,663 Rp75,864 Rp78,891 Rp154,755 21.2% 4.0%
ENRG -Rp205,641 Rp376,394 283.0%
ESSA Rp54,816 Rp68,420 -Rp8,591 Rp59,829 9.1% -112.6%
MEDC Rp596,937 Rp399,578 -Rp5,562 Rp394,016 -34.0% -101.4%
MITI Rp17,520 -Rp1,240 -Rp1,416 -Rp2,656 -115.2% -14.2%
RUIS Rp10,170 Rp7,100 Rp6,608 Rp13,708 34.8% -6.9%

Mining - Coal
(dalam Rp juta)
Saham Laba Q2 2018 1Q19 2Q19 Laba Q2 2019 Ytd %yoy %qoq
ADRO Rp2,814,297 Rp1,692,173 Rp2,505,667 Rp4,197,840 49.2% 48.1%
ARII -Rp47,187 -Rp26,764 Rp229,234 Rp202,470 529.1% 956.5%
BOSS Rp15,148 Rp12,597 -Rp889 Rp11,708 -22.7% -107.1%
BRMS -Rp1,498,839 Rp1,345,414 -Rp1,332,225 Rp13,189 100.9% -199.0%
BUMI Rp2,183,248 Rp689,979 Rp450,780 Rp1,140,759 -47.7% -34.7%
BYAN Rp3,914,749 Rp1,199,817 Rp1,327,353 Rp2,527,170 -35.4% 10.6%
DEWA -Rp30,665 Rp3,792 -Rp26,111 -Rp22,319 27.2% -788.6%
DOID Rp262,089 Rp19,386 Rp55,575 Rp74,961 -71.4% 186.7%
FIRE -Rp11,987 Rp452 Rp8,183 Rp8,635 172.0% 1710.4%
GEMS Rp976,910 Rp305,391 Rp198,259 Rp503,650 -48.4% -35.1%
GTBO Rp71,528 -Rp21,267 -Rp16,562 -Rp37,829 -152.9% 22.1%
HRUM Rp247,267 Rp90,848 Rp88,361 Rp179,209 -27.5% -2.7%
INDY Rp1,099,263 Rp166,656 Rp12,452 Rp179,108 -83.7% -92.5%
ITMG Rp1,482,964 Rp566,070 Rp435,452 Rp1,001,522 -32.5% -23.1%
KKGI Rp3,173 -Rp25,585 Rp57,897 Rp32,312 918.3% 326.3%
MBAP Rp497,023 Rp86,402 Rp150,211 Rp236,613 -52.4% 73.9%
PTRO Rp107,238 Rp44,070 Rp68,831 Rp112,901 5.3% 56.2%
SMMT Rp23,826 Rp18,289 Rp6,625 Rp24,914 4.6% -63.8%
TOBA Rp231,141 Rp86,748 Rp95,204 Rp181,952 -21.3% 9.7%
ZINC Rp83,006 Rp54,358 Rp58,571 Rp112,929 36.0% 7.8%
EPS Annualised Earning Driver

EPS Annualised Earning Driver


Pendapatan naik 29%

Pendapatan naik 402%

Pendapatan tumbuh 20%

EPS Annualised Earning Driver


256 Laba Asosisasi USD 60 juta
Laba Lain lain

Pendapatan naik 2.5%

Pendapatan turun 40%

Penjualan naik 227%


Penjualan turun 0.5%

Penjualan naik 70%


Penjualan naik 23%
Penjualan naik 16%
Mirae Asset Sekuritas Indonesia-Investment Information
RESUME LK Q2 2019
Consumer Goods Industry - Food & Beverages
(dalam Rp juta)
Saham Laba Q2 2018 1Q19 2Q19 Laba Q2 2019 Ytd %yoy
ADES Rp21,613 Rp17,410 Rp13,196 Rp30,606 41.6%
BUDI Rp15,464 Rp10,318 Rp10,002 Rp20,320 31.4%
CAMP Rp32,476 Rp18,092 Rp13,662 Rp31,754 -2.2%
CEKA Rp21,257 Rp59,471 Rp32,620 Rp92,091 333.2%
CLEO Rp27,734 Rp25,287 Rp38,651 Rp63,938 130.5%
COCO belum listing Rp1,125 Rp2,524 Rp3,649 #VALUE!
DLTA Rp142,654 Rp85,662 Rp55,889 Rp141,551 -0.8%
GOOD Rp230,869 Rp121,754 Rp96,473 Rp218,227 -5.5%
HOKI Rp50,481 Rp25,487 Rp30,966 Rp56,453 11.8%
ICBP Rp2,291,090 Rp1,337,133 Rp1,237,505 Rp2,574,638 12.4%
INDF Rp1,956,008 Rp1,349,407 Rp1,195,881 Rp2,545,288 30.1%
MGNA -Rp19,024 -Rp10,902 -Rp10,563 -Rp21,465 -12.8%
MLBI Rp463,818 Rp239,501 Rp246,126 Rp485,627 4.7%
MYOR Rp735,870 Rp466,346 Rp341,136 Rp807,482 9.7%
ROTI Rp39,972 Rp64,854 Rp36,592 Rp101,446 153.8%
SKBM Rp15,839 Rp10,955 Rp8,873 Rp19,828 25.2%
SKLT Rp14,081 Rp9,339 Rp12,641 Rp21,980 56.1%
STTP Rp133,396 Rp135,204 Rp113,625 Rp248,829 86.5%
ULTJ Rp359,047 Rp299,951 Rp208,628 Rp508,579 41.6%

Consumer Goods Industry - Pharmaceuticals


(dalam Rp juta)
Saham Laba Q2 2018 1Q19 2Q19 Laba Q2 2019 Ytd %yoy
DVLA Rp108,309 Rp83,208 Rp30,565 Rp113,773 5.0%
INAF Rp253 -Rp21,772 -Rp2,584 -Rp24,356 -9726.9%
KLBF Rp1,215,866 Rp595,071 Rp663,095 Rp1,258,166 3.5%
MERK Rp90,306 Rp11,555 -Rp5,435 Rp6,120 -93.2%
SCPI Rp114,563 Rp64,547 Rp8,074 Rp72,621 -36.6%
SIDO Rp291,771 Rp208,868 Rp165,247 Rp374,115 28.2%
TSPC Rp338,929 Rp203,323 Rp127,427 Rp330,750 -2.4%

Consumer Goods Industry - Tobacco Manufacturer


(dalam Rp juta)
Saham Laba Q2 2018 1Q19 2Q19 Laba Q2 2019 Ytd %yoy
GGRM Rp3,554,700 Rp2,355,332 Rp1,925,664 Rp4,280,996 20.4%
HMSP Rp6,112,931 Rp3,285,660 Rp3,484,343 Rp6,770,003 10.7%
WIIM Rp18,498 Rp5,266 Rp3,289 Rp8,555 -53.8%

Consumer Goods Industry - Cosmetics and Household


(dalam Rp juta)
Saham Laba Q2 2018 1Q19 2Q19 Laba Q2 2019 Ytd %yoy
KINO Rp71,729 Rp306,133 Rp59,160 Rp365,293 409.3%
KPAS Rp150 Rp185 Rp335 #DIV/0!
MBTO -Rp21,648 Rp854 -Rp18,030 -Rp17,176 20.7%
MRAT Rp1,041 -Rp2,490 Rp4,778 Rp2,288 119.8%
TCID Rp93,673 Rp71,480 Rp23,234 Rp94,714 1.1%
UNVR Rp3,529,869 Rp1,748,520 Rp1,948,712 Rp3,697,232 4.7%

Consumer Goods Industry - Houseware


(dalam Rp juta)
Saham Laba Q2 2018 1Q19 2Q19 Laba Q2 2019 Ytd %yoy
CINT Rp6,482 -Rp5,966 -Rp2,492 -Rp8,458 -230.5%
KICI -Rp693 -Rp478 -Rp910 -Rp1,388 -100.3%
WOOD Rp113,234 Rp64,906 Rp57,827 Rp122,733 8.4%

Consumer Goods Industry - Other


(dalam Rp juta)
Saham Laba Q2 2018 1Q19 2Q19 Laba Q2 2019 Ytd %yoy
HRTA Rp73,075 Rp40,552 Rp45,826 Rp86,378 18.2%
%qoq EPS Annualised Earning Driver
-24.2%
-3.1% Pendapatan naik 18%
-24.5%
-45.1% 309 Penjualan turun 20%
52.8% Penjualan tumbuh 35.8%
124.4%
-34.8%
-20.8%
21.5% Penjualan tumbuh 12%
-7.5% Penjualan 13.7%
-11.4% Penjualan naik 7.2%
-3.1%
2.8% Penjualan tumbuh 5%
-26.8% Pendapatan tumbuh 11.4%
-43.6% Pendapatan tumbuh 24.4%, Laba lain Rp 72 miliar
-19.0%
35.4% Penjualan naik 26%
-16.0%
-30.4% laba lain lain Rp 55 miliar

%qoq EPS Annualised Earning Driver


-63.3% Penjualan naik 12%
88.1%
11.4%
-147.0%
-87.5%
-20.9% Penjualan tumbuh 10.7%
-37.3%

%qoq EPS Annualised Earning Driver


-18.2%
6.0% Penjualan tumbuh 3.1%
-37.5%
%qoq EPS Annualised Earning Driver
-80.7% Keuntungan pembelian diskon Rp 264 miliar
23.3%
-2211.2%
291.9%
-67.5% Penjualan naik 8.6%
11.4% Penjualan naik 1.2%

%qoq EPS Annualised Earning Driver


58.2%
-90.4%
-10.9%

%qoq EPS Annualised Earning Driver


13.0% Pendapatan naik 15%
Mirae Asset Sekuritas Indonesia-Investment Information
Resume LK Q2 2019
Property, Real Estate & Building Construction - Building Construction
(dalam Rp juta)
Saham Laba Q2 2018 1Q19 2Q19 Laba Q2 2019 Ytd %yoy
ACST Rp73,444 -Rp90,696 -Rp313,735 -Rp404,431 -650.7%
ADHI Rp212,705 Rp75,540 Rp139,707 Rp215,247 1.2%
DGIK -Rp28,371 -Rp13,234 -Rp11,393 -Rp24,627 13.2%
IDPR Rp16,256 Rp2,120 -Rp2,053 Rp67 -99.6%
NRCA Rp53,615 Rp29,350 Rp44,731 Rp74,081 38.2%
PTPP Rp479,752 Rp175,656 Rp187,721 Rp363,377 -24.3%
SKRN Rp22,363 Rp37,326 Rp59,689
SSIA -Rp56,006 -Rp10,877 -Rp22,975 -Rp33,852 -39.6%
TOPS Rp62,731 Rp41,971 Rp18,426 Rp60,397 -3.7%
TOTL Rp123,391 Rp67,283 Rp38,836 Rp106,119 -14.0%
WEGE Rp181,077 Rp77,539 Rp104,062 Rp181,601 0.3%
WIKA Rp517,251 Rp285,898 Rp604,985 Rp890,883 72.2%
WSKT Rp2,990,180 Rp716,242 Rp281,578 Rp997,820 -66.6%

Property, Real Estate & Building Construction - Property and Real Estate
(dalam Rp juta)
Saham Laba Q2 2018 1Q19 2Q19 Laba Q2 2019 Ytd %yoy
APLN Rp61,802 Rp162,613 -Rp19,229 Rp143,384 132.0%
ARMY Rp30,847 Rp22,379 -Rp2,800 Rp19,579 -36.5%
ASRI Rp517,296 Rp159,335 -Rp7,997 Rp151,338 -70.7%
BAPA Rp3,774 -Rp2,035 Rp8,977 Rp6,942 83.9%
BEST Rp137,183 Rp95,422 Rp19,065 Rp114,487 -16.5%
BIKA -Rp12,324 Rp106 -Rp4,326 -Rp4,220 65.8%
BIPP -Rp12,729 -Rp7,699 -Rp2,868 -Rp10,567 17.0%
BKDP -Rp15,864 -Rp5,794 -Rp9,456 -Rp15,250 3.9%
BKSL Rp50,749 Rp55,720 -Rp13,795 Rp41,925 -17.4%
BSDE Rp409,224 Rp618,232 -Rp618,232 -100.0%
CITY belum listing -Rp3,983 -Rp276 -Rp4,259 #VALUE!
COWL -Rp110,063 -Rp9,415 -Rp300 -Rp9,715 91.2%
CTRA Rp176,202 Rp283,103 Rp13,337 Rp296,440 68.2%
DART Rp10,103 Rp2,000 Rp3,662 Rp5,662 -44.0%
DMAS Rp93,785 Rp8,185 Rp617,572 Rp625,757 567.2%
EMDE Rp11,273 -Rp13,389 Rp18,474 Rp5,085 -54.9%
FMII Rp6,059 Rp10,994 -Rp4,895 Rp6,099 0.7%
FORZ Rp2,177 -Rp2,073 -Rp4,426 -Rp6,499 -398.5%
GAMA Rp196 Rp635 Rp176 Rp811 313.8%
GMTD Rp29,160 Rp7,976 Rp11,858 Rp19,834 -32.0%
GWSA Rp70,287 Rp16,058 Rp24,718 Rp40,776 -42.0%
INPP -Rp38,103 Rp69,578 Rp1,793,433 Rp1,863,011 4989.4%
JRPT Rp442,408 Rp223,737 Rp250,589 Rp474,326 7.2%
KIJA -Rp244,472 Rp76,655 -Rp24,450 Rp52,205 121.4%
KPIG Rp5,697 Rp7,592 Rp306,132 Rp313,724 5406.8%
MDLN Rp181,488 Rp318,173 -Rp134,047 Rp184,126 1.5%
MKPI Rp558,299 Rp154,082 Rp104,150 Rp258,232 -53.7%
MMLP Rp49,326 Rp34,331 Rp21,828 Rp56,159 13.9%
MORE Rp26,101 Rp5,384 Rp31,485
MPRO -Rp8,200 -Rp20,414 -Rp28,614
MTLA Rp234,366 Rp79,078 Rp131,396 Rp210,474 -10.2%
MTSM -Rp2,011 -Rp90 -Rp2,454 -Rp2,544 -26.5%
MYRX Rp81,258 Rp7,000 Rp8,661 Rp15,661 -80.7%
NIRO -Rp6,668 -Rp11,712 -Rp4,031 -Rp15,743 136.1%
PLIN Rp12,936 Rp144,140 Rp511,251 Rp655,391 4966.4%
PPRO Rp180,066 Rp53,196 Rp105,335 Rp158,531 -12.0%
PUDP -Rp8,110 Rp503 Rp831 Rp1,334 116.4%
PWON Rp1,129,279 Rp720,956 Rp644,196 Rp1,365,152 20.9%
RBMS Rp277 -Rp6,685 -Rp3,071 -Rp9,756 -3622.0%
RDTX Rp139,426 Rp61,670 Rp63,520 Rp125,190 -10.2%
RODA Rp769 Rp22,203 -Rp9,810 Rp12,393 1511.6%
SATU belum listing -Rp3,417 -Rp1,243 -Rp4,660
SMDM Rp19,701 Rp14,157 Rp9,117 Rp23,274 18.1%
SMRA Rp78,375 Rp42,245 Rp106,773 Rp149,018 90.1%
TARA Rp489 Rp122 Rp220 Rp342 -30.1%
URBN Rp30,097 Rp27,113 Rp57,210
%qoq BV Earning Driver
-245.9%
84.9% Pendapatan turun 10.7%
13.9%
-196.8%
52.4% Pendapatan lain Rp 19 miliar
6.9% Pendapatan naik 12.7%
66.9%
111.2%
-56.1% Pendapatan turun 53%
-42.3%
34.2% Pendapatan turun 10%
111.6% Laba Entitas asosiasi Rp300 miliar
-60.7% Pendapatan turun 35%

%qoq BV Earning Driver


-111.8% Laba lain lain Rp 320 miliar
-112.5%
-105.0%
541.1%
-80.0% Pendapatan turun 7.5%
-4181.1%
62.7%
-63.2%
-124.8%
-200.0%
93.1%
96.8%
-95.3% Pendapatan naik 12%
83.1%
7445.2% Pendapatan tumbuh 300%
238.0%
-144.5%
-113.5%
-72.3%
48.7%
53.9%
2477.6% Entitas Asosiasi Rp 1.8 triliun
12.0% Pendapatan naik 0.6%
-131.9% Pendapatan turun 4%, Pendapatan lainnya Rp 138 miliar
3932.3% Pendapatan naik 19%
-142.1% Pendapatan turun 12.7%
-32.4%
-36.4% Pendapatan naik 13.2%
-79.4%
-149.0%
66.2%
-2626.7%
23.7%
65.6%
254.7% Laba dari operasi yang di tutup Rp 490 miliar
98.0% Pendapatan turun 27%
65.2%
-10.6% Pendapatan tumbuh 3.8%
-54.1%
3.0% pendapatan turun 0.4%
-144.2%
63.6%
-35.6% Penjualan naik 15%
152.7% Penjualan tumbuh 0.5%
80.3%
-9.9%
Mirae Asset Sekuritas Indonesia-Investment Information
RESUME LK Q2 2019
Trade, Service & Investment - Retail Trade
(dalam Rp juta)
Saham Laba Q2 2018 1Q19 2Q19 Laba Q2 2019 Ytd %yoy
ACES Rp426,006 Rp236,885 Rp237,448 Rp474,333 11.3%
AMRT Rp218,084 Rp201,706 Rp198,655 Rp400,361 83.6%
CENT Rp68,622 Rp8,662 Rp12,457 Rp21,119 -69.2%
CSAP Rp30,310 Rp20,023 -Rp2,382 Rp17,641 -41.8%
DAYA -Rp424 -Rp6,747 Rp3,927 -Rp2,820 -565.1%
DIVA Rp4,684 Rp20,947 Rp19,105 Rp40,052 755.1%
ECII Rp8,089 Rp5,231 Rp7,433 Rp12,664 56.6%
ERAA Rp435,123 Rp47,377 Rp61,804 Rp109,181 -74.9%
HERO Rp34,296 -Rp3,520 Rp11,420 Rp7,900 -77.0%
KIOS Rp4,764 Rp341 Rp489 Rp830 -82.6%
KOIN Rp1,937 -Rp1,927 Rp10
LPPF Rp1,344,808 Rp142,510 Rp1,019,457 Rp1,161,967 -13.6%
MAPA Rp32,372 Rp141,220 Rp224,682 Rp365,902 1030.3%
MAPI Rp389,719 Rp138,261 Rp361,059 Rp499,320 28.1%
MCAS Rp45,101 Rp35,491 Rp55,295 Rp90,786 101.3%
MIDI Rp53,783 Rp27,938 Rp61,094 Rp89,032 65.5%
MKNT Rp16,406 -Rp40,665 -Rp32,333 -Rp72,998 -544.9%
MPPA -Rp262,450 -Rp112,697 -Rp74,187 -Rp186,884 28.8%
NFCX Rp3,523 Rp13,565 Rp14,287 Rp27,852 690.6%
RALS Rp486,090 Rp77,503 Rp512,329 Rp589,832 21.3%
RANC Rp21,277 Rp11,880 Rp12,869 Rp24,749 16.3%
RIMO Rp83,815 Rp8,830 Rp14,885 Rp23,715 -71.7%
SIMA Rp3 Rp586 -Rp2,004 -Rp1,418 -47366.7%
SKYB -Rp1,125 -Rp1,084 Rp109 -Rp975 13.3%
SONA Rp59,325 Rp24,587 Rp15,884 Rp40,471 31.8%
SPTO Rp100,741 Rp62,356 Rp38,380 Rp100,736 0.0%
TELE Rp301,330 Rp52,506 Rp117,760 Rp170,266 -43.5%

Trade, Service & Investment - Other


(dalam Rp juta)
Saham Laba Q2 2018 1Q19 2Q19 Laba Q2 2019 Ytd %yoy
DYAN Rp15,763 -Rp9,900 Rp15,822 Rp5,922 -62.4%
GEMA Rp12,694 Rp11,835 Rp980 Rp12,815 1.0%

Trade, Service & Investment - Healthcare


(dalam Rp juta)
Saham Laba Q2 2018 1Q19 2Q19 Laba Q2 2019 Ytd %yoy
HEAL Rp70,038 Rp74,400 Rp50,240 Rp124,640 78.0%
MIKA Rp320,717 Rp182,999 Rp176,187 Rp359,186 12.0%
PRDA Rp60,857 Rp47,960 Rp33,729 Rp81,689 34.2%
SAME Rp47,730 Rp4,163 Rp676 Rp4,839 -89.9%
SILO -Rp25,056 Rp3,329 Rp1,565 Rp4,894 119.5%

Trade, Service & Investment - Computer and Services


(dalam Rp juta)
Saham Laba Q2 2018 1Q19 2Q19 Laba Q2 2019 Ytd %yoy
ASGR Rp87,958 Rp25,616 Rp31,201 Rp56,817 -35.4%
LMAS -Rp643 Rp2,276 Rp3,901 Rp6,177 1060.1%
MTDL Rp115,275 Rp85,630 Rp66,891 Rp152,521 32.3%

Trade, Service & Investment - Other


(dalam Rp juta)
Saham Laba Q2 2018 1Q19 2Q19 Laba Q2 2019 Ytd %yoy
CARS Rp143,227 Rp54,085 Rp30,926 Rp85,011 -40.6%
ITTG Rp165,239 Rp116,655 -Rp100,791 Rp15,864 -90.4%
SOSS Rp8,996 Rp3,706 Rp14,911 Rp18,617 106.9%

Trade, Service & Investment - Investment Company


(dalam Rp juta)
Saham Laba Q2 2018 1Q19 2Q19 Laba Q2 2019 Ytd %yoy
BMTR Rp247,105 Rp263,667 Rp333,682 Rp597,349 141.7%
BNBR -Rp1,065,536 Rp36,782 Rp185,902 Rp222,684 120.9%
KREN Rp165,239 Rp116,655 Rp26,085 Rp142,740 -13.6%
NICK Rp574 Rp2,648 Rp740 Rp3,388 490.2%
PEGE Rp11,890 Rp19,204 Rp62,420 Rp81,624 586.5%
SRTG -Rp964,406 Rp1,125,178 Rp2,044,614 Rp3,169,792 428.7%

Trade, Service & Investment - Advertising, Printing, Media


(dalam Rp juta)
Saham Laba Q2 2018 1Q19 2Q19 Laba Q2 2019 Ytd %yoy
ABBA -Rp7,323 -Rp3,180 Rp811 -Rp2,369 67.6%
BLTZ Rp5,694 -Rp3,636 Rp44,737 Rp41,101 621.8%
EMTK -Rp365,094 -Rp72,212 -Rp881,867 -Rp954,079 -161.3%
FORU -Rp11,337 -Rp3,484 Rp3,715 Rp231 102.0%
JTPE Rp28,395 Rp22,211 Rp2,410 Rp24,621 -13.3%
LINK Rp546,817 Rp264,202 Rp263,114 Rp527,316 -3.6%
MARI Rp17,732 Rp5,659 Rp8,416 Rp14,075 -20.6%
MDIA Rp226,078 Rp17,847 Rp10,165 Rp28,012 -87.6%
MNCN Rp636,475 Rp547,679 Rp609,933 Rp1,157,612 81.9%
MSIN Rp114,125 Rp73,816 Rp51,874 Rp125,690 10.1%
MSKY -Rp137,360 -Rp51,014 -Rp36,906 -Rp87,920 36.0%
SCMA Rp844,476 Rp394,093 Rp388,388 Rp782,481 -7.3%
VIVA -Rp204,044 -Rp90,446 -Rp142,874 -Rp233,320 -14.3%
Trade, Service & Investment - Tourism, Restaurant and Hotel
(dalam Rp juta)
Saham Laba Q2 2018 1Q19 2Q19 Laba Q2 2019 Ytd %yoy
BAYU Rp13,046 Rp5,901 Rp10,739 Rp16,640 27.5%
BUVA -Rp35,975 -Rp32,268 -Rp13,804 -Rp46,072 28.1%
FAST Rp102,178 Rp50,313 Rp107,207 Rp157,520 54.2%
HOME -Rp7,298 -Rp3,752 -Rp7,224 -Rp10,976 -50.4%
HOTL -Rp4,158 -Rp103 Rp342 Rp239 105.7%
JGLE -Rp29,463 -Rp15,177 -Rp16,350 -Rp31,527 -7.0%
MINA -Rp1,773 -Rp1,739 Rp1,988 Rp249 114.0%
NASA -Rp5,432 -Rp2,417 -Rp3,065 -Rp5,482 -0.9%
NUSA -Rp5,783 -Rp1,089 -Rp6,872 #DIV/0!
PANR -Rp4,609 -Rp7,294 Rp7,300 Rp6 100.1%
PJAA Rp78,672 Rp10,115 Rp61,110 Rp71,225 -9.5%
PNSE -Rp6,730 -Rp8,987 -Rp5,252 -Rp14,239 -111.6%
PZZA Rp81,933 Rp40,179 Rp59,474 Rp99,653 21.6%
SHID -Rp8,177 -Rp3,977 -Rp15,892 -Rp19,869 -143.0%
SOTS -Rp51 -Rp12,227 -Rp12,278 #DIV/0!

Trade, Service & Investment - Wholesale


(dalam Rp juta)
Saham Laba Q2 2018 1Q19 2Q19 Laba Q2 2019 Ytd %yoy
AKRA Rp1,121,025 Rp201,556 Rp189,209 Rp390,765 -65.1%
BOGA Rp1,265 Rp1,243 Rp2,692 Rp3,935 211.1%
CARS Rp143,227 Rp54,085 Rp30,926 Rp85,011 -40.6%
CLPI Rp8,200 Rp15,499 Rp4,400 Rp19,899 142.7%
EPMT Rp284,276 Rp132,081 Rp182,140 Rp314,221 10.5%
HEXA* Rp62,600 - #VALUE! Rp128,276 104.9%
INTA -Rp110,157 -Rp17,352 -Rp35,170 -Rp52,522 52.3%
INTD Rp2,035 -Rp939 Rp436 -Rp503 -124.7%
ITMA Rp71,656 Rp155,479 -Rp99,991 Rp55,488 -22.6%
ITTG -Rp1,287 Rp16,413 -Rp549 Rp15,864 1332.6%
KOBX Rp22,095 Rp17,220 -Rp2,484 Rp14,736 -33.3%
LTLS Rp64,304 Rp48,239 Rp59,830 Rp108,069 68.1%
MDRN -Rp8,329 -Rp11,735 -Rp6,805 -Rp18,540 -122.6%
MICE Rp12,069 Rp5,263 Rp4,957 Rp10,220 -15.3%
MPMX Rp3,918,181 Rp106,643 Rp143,337 Rp249,980 -93.6%
SDPC Rp11,310 Rp4,047 Rp3,747 Rp7,794 -31.1%
SPTO Rp100,741 Rp62,356 Rp38,020 Rp100,376 -0.4%
TGKA Rp138,431 Rp110,232 Rp111,095 Rp221,327 59.9%
TIRA -Rp4,011 Rp1,135 -Rp205 Rp930 123.2%
TURI Rp280,049 Rp160,316 Rp148,357 Rp308,673 10.2%
UNTR Rp5,479,136 Rp3,052,662 Rp2,522,463 Rp5,575,125 1.8%
WAPO Rp1,623 Rp110 -Rp977 -Rp867 -153.4%
WICO -Rp4,403 -Rp7,312 -Rp6,997 -Rp14,309 -225.0%
%qoq EPS Annualised Earning Driver
0.2% Penjualan naik 17%
-1.5%
43.8%
-111.9%
158.2%
-8.8% Pendapatan naik 232%, laba lain-lain Rp 33 miliar
42.1%
30.5% Pendapatan turun 9.7%
424.4%
43.4%
-199.5%
615.4% Pendapatan turun 0.7%
59.1% Pendapatan naik 15%
161.1%
55.8% Pendapatan naik 81%, Keuntungan derivatif Rp 58 miliar
118.7% Pendapatan naik 9.5%
20.5%
34.2%
5.3% Pendapatan naik 151%
561.0% Pendapatan turun 1.7%
8.3% Penjualan naik 2.2%
68.6%
-442.0%
110.1%
-35.4%
-38.5%
124.3%

%qoq EPS Annualised Earning Driver


259.8%
-91.7%

%qoq EPS Annualised Earning Driver


-32.5% Pendapatan tumbuh 18%
-3.7% Pendapatan tumbuh 16%
-29.7% Pendapatan tumbuh 12%
-83.8%
-53.0% Pendapatan tumbuh 18%

%qoq EPS Annualised Earning Driver


21.8% Penjualan turun 6.7%
71.4% Pendapatan naik 40%
-21.9% Pendapatan tumbuh 13.7%

%qoq EPS Annualised Earning Driver


-42.8%
-186.4%
302.3% Pendapatan naik 50%

%qoq EPS Annualised Earning Driver


26.6% 76 Pendapatan naik 12%
405.4% Pendapatan lain lain
-77.6%
-72.1%
225.0% Pendapatan tumbuh 550%, Laba lain lain Rp 13 miliar
81.7% Keuntungan dari investasi efek Rp 2 triliun

%qoq EPS Annualised Earning Driver


125.5%
1330.4%
-1121.2%
206.6%
-89.1%
-0.4% Pendapatan turun 2.1%
48.7% Pendapatan tumbuh 3.5%
-43.0%
11.4% 186 Pendapatan tumbuh 15%
-29.7% Pendapatan naik 29%
27.7%
-1.4% Pendapatan naik 7%
-58.0% Pendapatan tumbuh 17%
%qoq EPS Annualised Earning Driver
82.0%
57.2%
113.1% Pendapatan tumbuh 13.6%
-92.5%
432.0%
-7.7%
214.3%
-26.8%
81.2%
-200.1% Pendapatan turun 20%
504.2% Pendapatan tumbuh 2%
41.6%
48.0% Pendapatan naik 11%, Pendapatan lain Rp 25 miliar
-299.6%
-23874.5%

%qoq EPS Annualised Earning Driver


-6.1% Penjualan turun 13.3%
116.6%
-42.8%
-71.6% Pendapatan naik 25%
37.9% Penjualan naik 9%
-
-102.7%
-146.4%
-164.3%
-103.3%
-114.4%
24.0%
42.0%
-5.8% Penjualan naik 20%, Pendapatan operasi lain Rp 10 miliar
34.4% Penjualan naik 6.7%
-7.4% Penjualan naik 20%
-39.0% Penjualan turun 4.1%
0.8% Penjualan naik 37%
-118.1%
-7.5% Pendapatan lain dan entitas asosisasi Rp 218 miliar
-17.4% Penjualan naik 11%
-988.2%
4.3%
Mirae Asset Sekuritas Indonesia-Investment Information
RESUME LK Q2 2019
Basic Industry and Chemicals - Chemicals
(dalam Rp juta)
Saham Laba Q2 2018 1Q19 2Q19 Laba Q2 2019 Ytd %yoy
AGII Rp42,105 Rp29,979 Rp14,036 Rp44,015 4.5%
DPNS Rp5,143 Rp2,873 Rp4 Rp2,877 -44.1%
EKAD Rp40,865 Rp28,091 Rp10,262 Rp38,353 -6.1%
INCF Rp3,795 Rp1,588 Rp1,568 Rp3,156 -16.8%
INCI Rp8,806 Rp2,048 Rp2,163 Rp4,211 -52.2%
KMTR Rp51,772 -Rp22,749 Rp70,766 Rp48,017 -7.3%
LTLS Rp64,304 Rp48,239 Rp59,830 Rp108,069 68.1%
MDKI Rp16,674 Rp7,416 Rp6,680 Rp14,096 -15.5%
MOLI Rp32,867 Rp26,101 Rp5,384 Rp31,485 -4.2%
SRSN Rp17,384 Rp13,485 Rp6,392 Rp19,877 14.3%
UNIC Rp87,653 Rp16,207 Rp21,412 Rp37,619 -57.1%

Basic Industry and Chemicals - Metal & Allied Product


(dalam Rp juta)
Saham Laba Q2 2018 1Q19 2Q19 Laba Q2 2019 Ytd %yoy
ALKA Rp20,309 Rp3,822 Rp4,644 Rp8,466 -58.3%
ALMI Rp1,142 -Rp36,291 -Rp61,676 -Rp97,967 -8679.2%
BAJA -Rp32,874 Rp6,651 -Rp15,570 -Rp8,919 72.9%
BTON Rp18,692 -Rp233 Rp112 -Rp121 -100.6%
CTBN Rp2,534 Rp17,824 Rp13,846 Rp31,670 1149.8%
GDST -Rp24,446 Rp6,473 Rp2,273 Rp8,746 135.8%
INAI Rp20,165 Rp12,995 Rp7,210 Rp20,205 -0.2%
ISSP Rp13,080 Rp21,667 Rp30,736 Rp52,403 300.6%
JKSW -Rp512 -Rp368 -Rp866 -Rp1,234 -141.0%
KRAS -Rp230,637 -Rp887,729 -Rp1,020,669 -Rp1,908,398 -727.4%
LMSH Rp105 -Rp1,430 Rp1,424 -Rp6 -105.7%
NIKL -Rp21,629 Rp31,935 Rp2,162 Rp34,097 257.6%
PICO Rp20,190 Rp5,202 Rp10,528 Rp15,730 -22.1%
TBMS Rp40,394 Rp17,485 Rp20,813 Rp38,298 -5.2%

Basic Industry and Chemicals - Animal Feed


(dalam Rp juta)
Saham Laba Q2 2018 1Q19 2Q19 Laba Q2 2019 Ytd %yoy
CPIN Rp2,432,722 Rp811,539 Rp915,669 Rp1,727,208 -29.0%
CPRO Rp1,938,901 Rp19,734 -Rp342,380 -Rp322,646 -116.6%
JPFA Rp1,108,283 Rp310,741 Rp518,548 Rp829,289 -25.2%
MAIN Rp155,469 Rp91,333 Rp54,603 Rp145,936 -6.1%
SIPD Rp4,040 Rp13,250 Rp17,783 Rp31,033 668.1%
Basic Industry and Chemicals - Cement
(dalam Rp juta)
Saham Laba Q2 2018 1Q19 2Q19 Laba Q2 2019 Ytd %yoy
INTP Rp355,106 Rp396,945 Rp243,083 Rp640,028 80.2%
SMBR Rp24,088 Rp4,131 Rp3,427 Rp7,558 -68.6%
SMCB -Rp539,270 -Rp123,024 -Rp155,486 -Rp278,510 48.4%
SMGR Rp971,337 Rp268,100 Rp216,681 Rp484,781 -50.1%
WSBP Rp690,687 Rp291,177 Rp85,562 Rp376,739 -45.5%
WTON Rp160,531 Rp70,792 Rp95,873 Rp166,665 3.8%

Basic Industry and Chemicals - Plastic & Packaging


(dalam Rp juta)
Saham Laba Q2 2018 1Q19 2Q19 Laba Q2 2019 Ytd %yoy
AKPI Rp8,075 Rp12,046 -Rp1,312 Rp10,734 32.9%
APLI -Rp8,175 Rp2,162 -Rp518 Rp1,644 120.1%
BRNA -Rp56,175 -Rp20,216 -Rp39,238 -Rp59,454 -5.8%
IGAR Rp22,550 Rp11,559 Rp9,555 Rp21,114 -6.4%
IMPC Rp32,597 Rp22,383 Rp10,135 Rp32,518 -0.2%
IPOL Rp29,533 Rp15,906 Rp15,282 Rp31,188 5.6%
PBID Rp137,900 Rp63,620 Rp43,386 Rp107,006 -22.4%
TRST Rp23,462 Rp10,513 Rp15,385 Rp25,898 10.4%
YPAS -Rp3,613 -Rp94 -Rp2,239 -Rp2,333 35.4%

Basic Industry and Chemicals - Wood Industries


(dalam Rp juta)
Saham Laba Q2 2018 1Q19 2Q19 Laba Q2 2019 Ytd %yoy
SULI Rp23,498 -Rp33,432 -Rp75,632 -Rp109,064 -564.1%
TIRT -Rp38,195 -Rp855 -Rp16,152 -Rp17,007 55.5%

Basic Industry and Chemicals - Ceramics, glass, porcelain


(dalam Rp juta)
Saham Laba Q2 2018 1Q19 2Q19 Laba Q2 2019 Ytd %yoy
AMFG -Rp20,200 -Rp16,288 -Rp44,387 -Rp60,675 -200.4%
ARNA Rp69,616 Rp55,692 Rp46,402 Rp102,094 46.7%
CAKK Rp9,630 Rp4,030 Rp1,392 Rp5,422 -43.7%
KIAS -Rp51,488 -Rp22,689 -Rp38,766 -Rp61,455 -19.4%
MARK Rp36,528 Rp23,047 Rp22,066 Rp45,113 23.5%
MLIA Rp87,340 Rp55,325 Rp19,688 Rp75,013 -14.1%
TOTO Rp144,579 Rp41,170 Rp21,992 Rp63,162 -56.3%

Basic Industry and Chemicals - Pulp & Paper


(dalam Rp juta)
Saham Laba Q2 2018 1Q19 2Q19 Laba Q2 2019 Ytd %yoy
ALDO Rp7,908 Rp10,855 Rp11,810 Rp22,665 186.6%
FASW Rp439,392 Rp419,730 Rp223,415 Rp643,145 46.4%
INKP Rp4,904,591 Rp1,041,137 Rp1,035,002 Rp2,076,139 -57.7%
INRU Rp10,947 -Rp5,925 -Rp66,052 -Rp71,977 -757.5%
KDSI Rp33,036 Rp21,173 Rp22,757 Rp43,930 33.0%
SPMA Rp28,614 Rp39,869 Rp32,492 Rp72,361 152.9%
SWAT Rp1,127 Rp694 Rp15 Rp709 -37.1%
TKIM Rp2,126,102 Rp682,644 Rp798,314 Rp1,480,958 -30.3%
%qoq EPS Annualised Earning Driver
-53.2%
-99.9%
-63.5% Pendapatan naik 6%
-1.3% Penjualan naik 40%
5.6%
411.1% Pendapatan turun 3%, Pendapatan lain Rp 55 miliar
24.0%
-9.9%
-79.4% Keuntungan kurs Rp 4.4 miliar
-52.6% Penjualan naik 19%
32.1% 196

%qoq EPS Annualised Earning Driver


21.5%
-69.9%
-334.1%
148.1%
-22.3%
-64.9% Laba Kurs Rp 9 miliar
-44.5%
41.9% Pendapatan lain Rp 70 miliar
-135.3%
-15.0%
199.6%
-93.2% Pendapatan naik 1.6%
102.4% Pendapatan naik 3.9%
19.0%

%qoq EPS Annualised Earning Driver


12.8% Pendapatan naik 15%
-1835.0%
66.9% Laba lain lain Rp 200 miliar
-40.2% Pendapatan naik 26%
34.2%
%qoq EPS Annualised Earning Driver
-38.8% Penjualan naik 7.6%
-17.0%
-26.4%
-19.2% Pendapatan naik 23%, beban naik 23%
-70.6% Pendapatan turun 0.6%
35.4% Pendapatan naik 1.6%

%qoq EPS Annualised Earning Driver


-110.9%
-124.0%
94.1%
-17.3% Penjualan turun 3%
-54.7%
-3.9%
-31.8%
46.3%
-2281.9%

%qoq EPS Annualised Earning Driver


-126.2%
-1789.1%

%qoq EPS Annualised Earning Driver


-172.5%
-16.7% Penjualan naik 13.3%
-65.5% Pendapatan naik 35%
-70.9%
-4.3% Penjualan naik 13%
-64.4% Penjualan turun 39%
-46.6%

%qoq EPS Annualised Earning Driver


8.8%
-46.8% Keuntungan selisih kurs Rp 90 miliar
-0.6%
1014.8%
7.5% Penjualan turun 4.3% beban penjualan turun 8.4%
-18.5% Keuntungan selisih kurs Rp 14 miliar
-97.8%
16.9%
Mirae Asset Sekuritas Indonesia-Investment Information
RESUME LK Q2 2019
Miscellaneous Industry - Automotive and Components
(dalam Rp juta)
Saham Laba Q2 2018 1Q19 2Q19 Laba Q2 2019 Ytd %yoy %qoq
ASII Rp10,384,000 Rp5,215,000 Rp4,588,000 Rp9,803,000 -5.6% -12.0%
AUTO Rp205,789 Rp159,357 Rp86,330 Rp245,687 19.4% -45.8%
BOLT Rp39,770 Rp27,280 -Rp5,623 Rp21,657 -45.5% -120.6%
BRAM Rp124,525 Rp89,604 Rp44,382 Rp133,986 7.6% -50.5%
GDYR Rp14,606 -Rp18,732 -Rp14,133 -Rp32,865 -325.0% 24.6%
GJTL -Rp93,882 Rp168,859 -Rp5,100 Rp163,759 274.4% -103.0%
IMAS Rp37,288 Rp630,987 -Rp168,313 Rp462,674 1140.8% -126.7%
INDS Rp60,884 Rp22,646 Rp794 Rp23,440 -61.5% -96.5%
LPIN Rp17,054 Rp7,853 Rp7,727 Rp15,580 -8.6% -1.6%
MASA Rp6,634 -Rp59,911 -Rp96,506 -Rp156,417 -2457.8% -61.1%
MASA Rp6,634 -Rp56,911 -Rp99,506 -Rp156,417 -2457.8% -74.8%
SMSM Rp220,919 Rp125,087 Rp108,908 Rp233,995 5.9% -12.9%

Miscellaneous Industry - Cable


(dalam Rp juta)
Saham Laba Q2 2018 1Q19 2Q19 Laba Q2 2019 Ytd %yoy %qoq
JECC Rp49,493 Rp16,844 Rp28,299 Rp45,143 -8.8% 68.0%
KBLI Rp54,017 Rp114,983 Rp61,749 Rp176,732 227.2% -46.3%
KBLM Rp2,423 Rp2,842 Rp9,308 Rp12,150 401.4% 227.5%
SCCO Rp108,744 Rp92,961 Rp45,986 Rp138,947 27.8% -50.5%
VOKS Rp24,979 Rp78,361 Rp37,552 Rp115,913 364.0% -52.1%

Miscellaneous Industry - Footwear


(dalam Rp juta)
Saham Laba Q2 2018 1Q19 2Q19 Laba Q2 2019 Ytd %yoy %qoq
BIMA -Rp2,139 Rp2,166 Rp169 Rp2,335 209.2% -92.2%

Miscellaneous Industry - Footwear


(dalam Rp juta)
Saham Laba Q2 2018 1Q19 2Q19 Laba Q2 2019 Ytd %yoy %qoq

Miscellaneous Industry - Textile, Garment


(dalam Rp juta)
Saham Laba Q2 2018 1Q19 2Q19 Laba Q2 2019 Ytd %yoy %qoq
ADMG Rp141,829 -Rp44,356 -Rp101,282 -Rp145,638 -202.7% -128.3%
ARGO Rp2,387 -Rp27,295 -Rp15,177 -Rp42,472 -1879.3% 44.4%
BELL Rp6,386 Rp7,021 Rp4,960 Rp11,981 87.6% -29.4%
CNTX -Rp2,436 -Rp2,926 Rp21 -Rp2,905 -19.3% 100.7%
ERTX Rp15,603 Rp5,576 Rp5,387 Rp10,963 -29.7% -3.4%
ESTI -Rp8,104 Rp4,188 Rp2,820 Rp7,008 186.5% -32.7%
HDTX -Rp184,624 -Rp8,729 -Rp10,011 -Rp18,740 89.8% -14.7%
INDR Rp338,847 Rp467,744 Rp31,153 Rp498,897 47.2% -93.3%
PBRX Rp68,744 Rp22,558 Rp97,273 Rp119,831 74.3% 331.2%
POLY Rp160,096 -Rp17,107 -Rp37,257 -Rp54,364 -134.0% -117.8%
SRIL Rp811,321 Rp399,515 Rp494,879 Rp894,394 10.2% 23.9%

Miscellaneous Industry - Machinery and Heavy Equipment


(dalam Rp juta)
Saham Laba Q2 2018 1Q19 2Q19 Laba Q2 2019 Ytd %yoy %qoq
GMFI Rp289,865 Rp42,974 Rp58,174 Rp101,148 -65.1% 35.4%
KPAL -Rp2,459 Rp963 Rp1,949 Rp2,912 218.4% 102.4%
KRAH -Rp23,093 -Rp17,264 Rp95 -Rp17,169 25.7% 100.6%
EPS Annualised Earning Driver
Pendapatan naik 3.2%
Pendapatan naik 2.3%
Pendapatan naik 7.5%

Penjualan naik 6.7%, Laba kurs Rp 136 miliar


Laba penjualan investasi Rp 716 miliar

EPS Annualised Earning Driver

88 Pendapatan naik 16%


Pendapatan naik 19%

EPS Annualised Earning Driver

EPS Annualised Earning Driver

EPS Annualised Earning Driver


Penjualan turun 7.5%
Penjualan naik 16%

EPS Annualised Earning Driver

Pendapatan naik 36%


Mirae Asset Sekuritas Indonesia-Investment Information
RESUME LK Q2 2019
Agriculture - Plantation
(dalam Rp juta)
Saham Laba Q2 2018 1Q19 2Q19 Laba Q2 2019 Ytd %yoy %qoq
AALI Rp783,908 Rp37,414 Rp6,302 Rp43,716 -94.4% -83.2%
ANJT Rp3,026 -Rp82,249 -Rp93,772 -Rp176,021 -5917.0% -14.0%
BWPT Rp12,929 -Rp254,099 -Rp236,997 -Rp491,096 -3898.4% 6.7%
DSNG Rp131,544 Rp65,269 Rp3,268 Rp68,537 -47.9% -95.0%
GZCO -Rp123,131 -Rp93,523 -Rp111,491 -Rp205,014 -66.5% -19.2%
LSIP Rp224,921 Rp38,627 -Rp28,149 Rp10,478 -95.3% -172.9%
MAGP -Rp5,917 -Rp14,199 -Rp24,806 -Rp39,005 -559.2% -74.7%
MGRO Rp45,415 Rp6,030 -Rp9,104 -Rp3,074 -106.8% -251.0%
PALM Rp878 -Rp19,411 -Rp21,083 -Rp40,494 -4712.1% -8.6%
SGRO Rp88,480 Rp3,584 -Rp22,810 -Rp19,226 -121.7% -736.4%
SIMP Rp57,105 -Rp31,265 -Rp278,912 -Rp310,177 -643.2% 792.1%
SMAR -Rp187,459 Rp479,474 -Rp192,297 Rp287,177 253.2% -140.1%
TBLA Rp349,564 Rp203,207 Rp155,925 Rp359,132 2.7% -23.3%
UNSP -Rp611,673 Rp33,598 -Rp79,413 -Rp45,815 92.5% -336.4%

Agriculture - Crops
(dalam Rp juta)
Saham Laba Q2 2018 1Q19 2Q19 Laba Q2 2019 Ytd %yoy %qoq
BISI Rp9,505 Rp75,229 Rp12,791 Rp88,020 826.0% -83.0%

Agriculture - Animal Husbandary


(dalam Rp juta)
Saham Laba Q2 2018 1Q19 2Q19 Laba Q2 2019 Ytd %yoy %qoq
BEEF Rp29,723 Rp14,947 Rp17,073 Rp32,020 7.7% 14.2%

Agriculture - Fishery
(dalam Rp juta)
Saham Laba Q2 2018 1Q19 2Q19 Laba Q2 2019 Ytd %yoy %qoq
DSFI Rp4,324 Rp3,872 Rp3,422 Rp7,294 68.7% -11.6%
EPS Annualised Earning Driver
44 Pendapatan turun 5.5%
104
-30
12 Pendapatan naik 22%
-68
2 Pendapatan turun 9.5%
-8
-2
-4
-20 Penjualan naik 2.2%
-38 Penjualan turun 0.8%, Beban naik 9%
198
134
-36

EPS Annualised Earning Driver


58

EPS Annualised Earning Driver


32 Penjualan naik 30%

EPS Annualised Earning Driver


6

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