BJTM Bank Pembangunan Daerah Jawa Timur Tbk


Saham BJTM Bank Pembangunan Daerah Jawa Timur Tbk - Berita, Prospek, dan Analisa Rekomendasi Saham - :
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BJTM CASA BPD Jatim (BJTM IJ. IDR555 BUY. TP: IDR760) - 30 Juli 2020
30 Jul 2020 09:16 (1 bulan 28 hari lalu) - BPD Jatim  On track to grow further    BJTM posted net profits of IDR770bn in 1H20 backed by 12.7% yoy loans growth and a 5.8% NIM. Given the challenges amid the COVID-19 outbreak, we expect softer loans growth at 3.9% yoy mainly driven by the consumer loans segment. On the funding side, CASA deposits will remain sizeable in the bank’s customer deposits structure backed by strong support from provincial and regency government current accounts. This should translate into a 2.9% blended CoF for FY20F in our model.BUY maintained with a higher GGM-derived TP of IDR760 (implying 1.1x 2021F PBV).  1H20 highlights. 1H20’s net profits of IDR770bn a ...
BJTM CASA Danareksa Equity Snapshot - BJTM (29 April 2020)
29 Apr 2020 14:04 (5 bulan 15 jam lalu) - BPD Jatim(BJTM IJ) Fundamentally still solid   BJTM posted net profits of IDR439bn in 1Q20 backed by 14.0% yoy loans growth and a 6.1% NIM. Given the challenges amid the COVID-19 outbreak, we expect softer loans growth at 3.9% yoy mainly driven by the consumer loans segment. On the funding side, CASA deposits will remain sizeable in the bank’s customer deposits structure backed by strong support from provincial and regency government current accounts. This should translate into a 2.9% blended CoF for FY20F in our model.BUY maintained with a lower GGM-derived TP of IDR750 (implying 1.15x 2020F PBV). 1Q20 highlights. 1Q20’s net profits of I ...
BJTM BJTM: Continue To Rebound? – Indonesian Stock Market Trading Tips
13 Apr 2020 23:06 (5 bulan 16 hari lalu) - Jelang RUPS tanggal 24 April 2020, saham BJTM perlahan-lahan mulai rebound dengan bergerak naik. Salah satu agenda RUPS adalah penetapan penggunaan laba bersih tahun buku 2019, termasuk pembagian deviden. Berdasarkan historical selama 5 tahun terkahir (2014-2018), deviden pay out ratio (DPR) ada dikisaran 54,3% hingga 72,88%. Apabila mengikuti DPR tersebut maka untuk tahun buku 2019 dengan EPS sekitar Rp 92 per lembar, perkiraan deviden BJTM sekitar Rp 49,95 hingga 67 per lembar. Dengan harga penutupan hari ini di 515, maka deviden yield-nya sekitar 10% atau lebih. Jauh diatas deposito!! Secara teknikal, apabila BJTM dapat bertahan diatas 49 ...
BJTM CASA Danareksa Equity Snapshot - BJTM, 31 Januari 2020
31 Jan 2020 10:22 (7 bulan lalu) - BPD Jatim(BJTM IJ) Steady performance We maintain our BUY call on BJTM with an unchanged GGM-derived TP of IDR800, liking the bank for its turnaround story with a decent loans growth outlook going forward. Commercial loans are the new growth engine for BJTM as the bank is participating in loans syndication for some infrastructure projects. Thus, we expect 10.9% yoy loans growth this year. On the funding side, CASA deposits will remain sizeable in the bank’s customer deposits structure backed by strong support from provincial and regency government current accounts. This should translate into a 2.8% blended CoF for FY20F in our model. FY1 ...
BJTM CASA Danareksa Equity Snapshot - BJTM, 17 Oktober 2019
17 Oct 2019 10:24 (11 bulan lalu) - BPD Jatim(BJTM IJ) Finally, stronger momentum     We maintain our BUY call on BJTM with a lower GGM-derived TP of IDR800, liking the bank for its turnaround story with a new management teamin place, and noting its bright loans growth outlook going forward. Commercial loans are the new growth engine for BJTM as the bank is participating in loans syndication for some infrastructure projects. Thus, we expect 10.9% yoy loans growth next year. On the funding side, CASA deposits will remain sizeable in the bank’s customer deposits structure backed by strong support from provincial and regency government current accounts. This should translate i ...
BJTM CASA Danareksa Equity Snapshot - BJTM, 12 April 2019
12 Apr 2019 11:24 (1 tahun 5 bulan lalu) - BPD Jatim(BJTM IJ) Picking up the momentum   We maintain our BUY call on BJTM with a GGM-derived TP of IDR850, liking the bank for its generous dividends, in particular. Commercial loans are the new growth engine for BJTM as the bank is participating in loans syndication for some infrastructure projects. All in all, we estimate 10.0% yoy loans growth this year. On the funding side, CASA deposits will remain sizeable in the bank’s customer deposits structure supported by strong support from provincial and regency government current accounts. We expect a 75% contribution from CASA to total customer deposits by the end of 2019F.   1Q19 highl ...
BJTM Danareksa Equity Snapshot - BJTM, 25 Januari 2019
25 Jan 2019 16:10 (1 tahun 8 bulan lalu) - BPD Jatim(BJTM IJ) Retaining its niche appeal   We maintain our BUY call on BJTM with a GGM-derived TP of IDR850, liking the bank for its strong foothold in East Java’s civil servants multipurpose lending segment. Nonetheless, we only expect 9.3% yoy loans growth this year. Meanwhile, the bank’s commercial lending will be driven mainly by the syndicated loans scheme to match the risk appetite of the bank’s management. All inall, we expect 7.2% yoy net profitsgrowth this year.   FY18 highlights. FY18’s net profits of IDR1.26tn were inline with our forecast  with a lower NIM of 6.4% on the back of lower asset yields and a higher blended Co ...
BJTM BJTM Capai Target Pola Bullish Inverted Head and Shoulders
10 Jan 2019 17:00 (1 tahun 8 bulan lalu) - BJTM mencapai target kenaikan pola bullish inverted head and shoulders di 730 seperti yang diulas dalam Member Only: Ada Saham Bank Lain Yang Membentuk Bullish Inverted Head & Shoulders. Dengan melihat indicator teknikal MACD yang baru golden cross, BJTM berpeluang melanjutkan kenaikannya menuju target kedua di 760. Rekomendasi harian tanggal 14-November-2018 menyatakan bahwa saham bank yang membentuk pola bullish inverted head and shoulders adalah BJTM Rekomendasi: Hold target kedua di 760 13-Nov- 2018: Member Only: Ada Saham Bank Lain Yang Membentuk Bullish Inverted Head & Shoulders
BJTM Danareksa Equity Snapshot - BJTM, 13 Desember 2018
13 Dec 2018 09:52 (1 tahun 9 bulan lalu) - BPD Jatim(BJTM IJ) A sound dividend play   We maintain our BUY call on BJTM with a higher GGM-derived TP of IDR850 (implying 1.4x 2019F P/BV) as we roll over the valuation to next year. We like the bank for its strong foothold in East Java’s civil servants salary-based lending segment with a lower risk weight. CAR will remain high at 24.2% with 9.3% loans growth expected next year. Yet, NIM is expected to dip to 7.6% on the back of lower asset yields coming from lower rates on salary-based loans. The dividend payout ratio will remain enticing, however, especially in view of its status as a regional bank and its ample capital. We assume a ...
BJTM Danareksa Equity Snapshot - BJTM, 25 Oktober 2018
25 Oct 2018 14:41 (1 tahun 11 bulan lalu) - BPD Jatim(BJTM IJ) Better assets quality   We maintain our BUY call on BJTM with a GGM-derived TP of IDR830, liking the bank for its strong foothold in East Java’s civil servants multipurpose lending segment with a less-competitive landscape in the area.  Nonetheless, we only expect 7.5% yoy loans growth this year. Meanwhile, the bank’s commercial lending will be driven mainly by the syndicated loans scheme to match the risk appetite of the bank’s management. We thus assume a 4.4% gross NPLs ratio and 77bps credit costs which would result in 8.6% yoy net profits growth.   9M18 highlights. 9M18’s net profits of IDR1.06tn can be considered ...
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