Bisnis merugi yang tak pernah mati

Pernah lihat ada restoran, toko kue, salon, atau spa yang hampir selalu sepi selama bertahun-tahun tapi ga tutup-tutup ?

Yang kalo dihitung secara kasar pasti rugi, tapi bertahan bertahun-tahun (lebih lama dari masa promo yg normal) ? Kalo saya sih, jadi curiga bisnis semacam itu adalah bisnis untuk cuci uang :)

Daftar Emiten Berencana melakukan Buyback 2015

Daftar emiten yg beRENCANA buyback :

$LEAD : http://www.saham.ws/lead-is-planning-to-conduct-stock-split-and-share-buyback-in-the-near-future/

$MNCN $BHIT $BMTR : http://www.saham.ws/mncnbmtrbhit-gejolak-pasar-hary-tanoe-buyback-saham-3-emiten-rp64-triliun/

$SMGR : http://www.saham.ws/smgr-ready-for-buyback/

$RALS : http://www.saham.ws/rals-exercise-buyback-amounted-to-rp19-15bn/

$MSKY : http://www.britama.com/index.php/2015/07/msky-buyback-saham-dengan-harga-rata-rata-rp1800-per-saham/

$GIIA : http://www.britama.com/index.php/2015/08/garuda-indonesia-tbk-giaa-berencana-buyback-saham/

$MPMX : http://www.britama.com/index.php/2015/08/mpmx-berencana-buyback-saham-dengan-dana-rp50-miliar/

$TBLA : http://www.britama.com/index.php/2015/08/tbla-siapkan-dana-rp120-miliar-untuk-beli-saham-kembali-buyback/

$CTRP : http://www.britama.com/index.php/2015/09/ctrp-siapkan-uang-rp100-miliar-untuk-buyback-saham/

$SIDO : http://www.britama.com/index.php/2015/09/sido-siapkan-dana-rp19800-miliar-untuk-buyback-saham/

$PTBA : http://www.britama.com/index.php/2015/09/ptba-gelontorkan-dana-rp65000-miliar-untuk-buyback-saham/

$DSNG : http://www.britama.com/index.php/2015/09/dsng-mulai-buyback-hari-ini-hingga-7-desember-2015/

$CLPI : http://id.beritasatu.com/marketandcorporatenews/clpi-siap-buyback-saham/126157

$ACES

$ROTI

Sekedar share juga untuk diri sendiri (biar kesimpen) :)


tambahan dari kontan :

"Terdapat 19 perusahaan yang menyatakan melakukan 'buyback' sahamnya dengan total perkiraan dana yang dikeluarkan sebesar Rp 5,004 triliun. Namun per 15 September 2015, baru tiga perusahaan yang baru merealisasikan," ujar Deputi Komisioner Pengawas Pasar Modal II M Noor Rachman di Jakarta, Kamis.

Ia memaparkan tiga perusahaan yang telah merealisasikan "buyback" yakni PT Ramayana Lestari Sentosa Tbk sebesar Rp 27,57 miliar, PT Ace Hardware Indonesia Tbk senilai Rp 9,21 miliar, dan PT Nippon Indosari Corpindo Tbk Rp 54 miliar.

Sementara itu, perusahaan yang belum merealisasikan "buyback" yakni 
Mitra Pinasthika Mustika Tbk, 
Arwana Citramulia Tbk, 
Medco Energi International Tbk,
Colorpak Indonesia Tbk, 
Tunas Baru Lampung Tbk, 
Nusa Raya Cipta Tbk, 
Ciputra Property Tbk, 
Saratoga Investama Sedaya Tbk.

Selain itu, 
Panin Sekuritas Tbk, 
Steel Pipe Industry of Indonesia Tbk, 
Bumi Serpong Damai Tbk, 
Sidomulyo Selaras Tbk, 
Bukit Asam Tbk, 
Industri Jamu & Farmasi Sidomuncul Tbk, 
Mulia Industrindo Tbk, 
Dharma Satya Nusantara Tbk.

Indonesian Consumer Small Cap Play

Indonesian Consumer Small Capital Play.

Buy equal weighted, roll every year. Backtested.

disclaimer ON as always :)



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symbol	name	fundamental advice	urgency
SMSM.JK	Selamat Sempurna Tbk.	Buy
DSFI.JK	Dharma Samudera Fishing Industr	Hold
MICE.JK	Multi Indocitra Tbk.	Buy	Wait
BUDI.JK	Budi Starch & Sweetener Tbk.	Buy	Act
SIPD.JK	Sierad Produce Tbk.	Hold
TBLA.JK	Tunas Baru Lampung Tbk.	Hold
SKLT.JK	Sekar Laut Tbk.	Hold
BISI.JK	BISI International Tbk.	Sell
ICBP.JK	INDOFOOD CBP SUKSES MAKMUR TBK	Hold
GDYR.JK	Goodyear Indonesia Tbk.	Hold
MLBI.JK	Multi Bintang Indonesia Tbk.	Hold
SRIL.JK	Sri Rejeki Isman Tbk.	Sell
INDS.JK	Indospring Tbk.	Hold
MPMX.JK	Mitra Pinasthika Mustika Tbk.	Hold
FISH.JK	FKS Multi Agro Tbk.	Hold
ERTX.JK	Eratex Djaja Tbk.	Sell
PBRX.JK	Pan Brothers Tbk.	Sell
AISA.JK	Tiga Pilar Sejahtera Food Tbk.	Hold
STTP.JK	Siantar Top Tbk.	Hold
SGRO.JK	Sampoerna Agro Tbk.	Hold
SOBI.JK	Sorini Agro Asia Corporindo Tbk	Hold
LSIP.JK	PP London Sumatra Indonesia Tbk	Hold
RICY.JK	Ricky Putra Globalindo Tbk	Sell
GJTL.JK	Gajah Tunggal Tbk.	Sell	Wait
ASII.JK	Astra International Tbk.	Sell	Wait
INDF.JK	Indofood Sukses Makmur Tbk.	Sell	Wait
AALI.JK	Astra Agro Lestari Tbk.	Sell	Wait
CEKA.JK	Wilmar Cahaya Indonesia Tbk.	Sell	Wait
MRAT.JK	Mustika Ratu Tbk.	Sell	Act
SIDO.JK	Industri Jamu dan Farmasi Sido	Sell	Wait
JPFA.JK	Japfa Comfeed Indonesia Tbk.	Sell	Wait
ADES.JK	Akasha Wira International Tbk.	Sell	Act
AUTO.JK	Astra Otoparts Tbk.	Sell
MBTO.JK	MARTINA BERTO TBK IDR100	Sell	Wait
SIMP.JK	Salim Ivomas Pratama Tbk.	Sell	Wait
SMAR.JK	Smart Tbk.	Sell	Act
MAIN.JK	Malindo Feedmill Tbk.	Sell	Act

Target stocks 12 Sept 2015

Target stock :

DNET current price 990
HRUM current price 930
MTDL current price 655
SMSM current price 4665
AMFG current price 5950
SMDR current price 4775
ASGR current price 1790
TMAS current price 1417

Thanks to ... hewhomustnotbenamed

another idea :
CLPI current price 550
MICE current proce 270
INDS current proce 480

Screening 4 Sept 2015

Screening at 4 September 2015

Price <= 1.1 x 52 Week low

Income From Operation (YTD) > 1

Current Price to Book value <= 2

Net Profit Margin (Quarter) > 1

Altman Z-Score > 1.8

Free Cash flow > 1

Symbol	Price	52 Week Low	Income From Operations (YTD)	Current Price to Book Value	Net Profit Margin (Quarter)	Altman Z-Score	Free cash flow (TTM)
BAPA	50	50	6 B	0.32	12.03%	1.83	9 B
MICE	275	270	23 B	0.34	3.18%	2.64	5 B
INDX	166	165	15 B	0.38	5.91%	10.04	41 B
HRUM	910	900	82 B	0.65	1.46%	4.57	25 B
SCCO	3475	3250	99 B	0.82	3.27%	3.73	73 B
ITMG	8750	7975	1,294 B	0.84	5.17%	3.98	1,948 B
JSPT	750	750	130 B	0.95	16.52%	2.22	15 B
SMBR	265	242	131 B	0.95	27.07%	7.63	442 B
WIIM	411	398	81 B	0.98	5.25%	4.47	97 B
IBST	2600	2500	135 B	1.1	68.24%	3.84	82 B
TURI	510	510	47 B	1.28	1.89%	4.14	136 B
CTRS	2100	2000	337 B	1.44	32.84%	2.18	21 B
LPCK	6725	6125	479 B	1.48	48.66%	4.01	98 B
EPMT	2350	2345	292 B	1.69	3.01%	5.65	316 B
TSPC	1625	1600	425 B	1.76	6.84%	5.2	408 B

Same as above without Free Cash Flow filter :

Symbol	Price	52 Week Low	Income From Operations (YTD)	Current Price to Book Value	Net Profit Margin (Quarter)	Altman Z-Score
MRAT	205	193	7 B	0.23	2.43%	2.86
BAPA	50	50	6 B	0.32	12.03%	1.83
MICE	275	270	23 B	0.34	3.18%	2.64
MBTO	148	138	10 B	0.35	1.82%	2.72
KBLI	88	80	65 B	0.36	4.32%	2.96
INDX	166	165	15 B	0.38	5.91%	10.04
HRUM	910	900	82 B	0.65	1.46%	4.57
SCCO	3475	3250	99 B	0.82	3.27%	3.73
ITMG	8750	7975	1,294 B	0.84	5.17%	3.98
SRSN	50	50	23 B	0.88	4.71%	3.04
KIJA	195	180	420 B	0.89	21.75%	1.83
BEST	279	273	216 B	0.91	37.34%	2.38
JSPT	750	750	130 B	0.95	16.52%	2.22
SMBR	265	242	131 B	0.95	27.07%	7.63
WIIM	411	398	81 B	0.98	5.25%	4.47
MTLA	279	278	213 B	1.04	21.89%	2.69
CINT	330	327	21 B	1.09	8.67%	4.31
IBST	2600	2500	135 B	1.1	68.24%	3.84
ITTG	82	82	8 B	1.11	42.24%	13.45
DAJK	500	460	129 B	1.12	10.24%	2.22
TURI	510	510	47 B	1.28	1.89%	4.14
BMTR	1085	1045	1,234 B	1.36	3.64%	2.31
TRIS	313	290	35 B	1.39	1.32%	3.21
CTRS	2100	2000	337 B	1.44	32.84%	2.18
LPCK	6725	6125	479 B	1.48	48.66%	4.01
JTPE	254	250	27 B	1.5	6.61%	1.99
SCBD	1695	1695	74 B	1.63	7.25%	2.9
EPMT	2350	2345	292 B	1.69	3.01%	5.65
TSPC	1625	1600	425 B	1.76	6.84%	5.2
PGAS	2890	2720	3,865 B	1.85	16.38%	2.74
APII	300	300	30 B	1.89	11.16%	2.71