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Economic Value Added (EVA) Brief
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EVA Brief: Mega Manunggal Property (MMLP) Q2 2020
This is a prime example of how basic financial analysis that most people do is impotent to give you desirable understanding of the...

Rio Adrianus
31 Agu 20203 menit membaca
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EVA Brief: CLEO (Sariguna Primatirta) Q2 2020
A note from prior analysis: Aside from recent stagnation on revenue growth which leads to a decrease in EVA, there is not much change...

Rio Adrianus
30 Agu 20204 menit membaca
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EVA Brief: JRPT (Jaya Real Property) Q2 2020
This one is another inner dialogue between a decision maker (PM) and an analyst (A) that is playing out in my brain as I consider whether...

Rio Adrianus
30 Agu 20204 menit membaca
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EVA Brief: LPPF (Matahari Dept Store) Q2 2020
Accountants no longer accept operating lease. LPPF is a hard wake up call for me to take operating lease adjustment seriously. The fact...

Rio Adrianus
30 Agu 20204 menit membaca
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EVA Brief: PWON (Pakuwon Jati)
PWON has been defying real estate gravity for years. Not even the venerable Ciputra Development (CTRA) could reach its 2016 high in 2019....

Rio Adrianus
19 Agu 20203 menit membaca
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![EVA Brief: BWPT & AALI [Q2 2020]](https://static.wixstatic.com/media/9cbcba_3876efd4cd2e4c60977cb7e332953499~mv2.png/v1/fill/w_333,h_250,fp_0.50_0.50,q_35,blur_30,enc_avif,quality_auto/9cbcba_3876efd4cd2e4c60977cb7e332953499~mv2.webp)
![EVA Brief: BWPT & AALI [Q2 2020]](https://static.wixstatic.com/media/9cbcba_3876efd4cd2e4c60977cb7e332953499~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_avif,quality_auto/9cbcba_3876efd4cd2e4c60977cb7e332953499~mv2.webp)
EVA Brief: BWPT & AALI [Q2 2020]
Not every commodity is down. While reading the central bank monetary report, I have found this nice comparison. CPO is up. But to be...

Rio Adrianus
16 Agu 20204 menit membaca
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PTPP Worrying Signs (Q2 2020)
Before we go to economic profit analysis, I want to bring your attention to technical chart which shows 2 critical developments. The...

Rio Adrianus
10 Agu 20203 menit membaca
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EVA Brief: PRDA (Prodia)
Prodia. Provider test kesehatan segala macam, mulai dari cek darah biasa sampai genetik. Independent, tapi banyak dapat order dari...

Rio Adrianus
5 Agu 20202 menit membaca
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EVA Roundup Part 5
Stocks: ARNA, TOTL, UNVR, ANTM, JSKY This roundup takes far longer than I wanted. Honestly, it is more interesting to look at new things...

Rio Adrianus
2 Agu 20206 menit membaca
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How to Avoid Saham Gorengan: LUCK (Sentral Mitra Informatika)
Menghindari saham yang digoreng itu mudah bila kita tahu apa yang dilihat dan memiliki pengertian yang konsisten tentang apa itu yang...

Rio Adrianus
26 Jul 20204 menit membaca
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Improve Your Trend Analysis with Elliott Wave
Stock: AALI Analisa teknikal yang berguna untuk identifikasi perubahan trend dan siklus memiliki tempat untuk dipadukan dengan analisa...

Rio Adrianus
18 Jul 20207 menit membaca
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EVA Brief: AUTO (Astra Otoparts)
Memproduksi spare parts auto tampaknya bukan bisnis yang lukratif. Jika saya tidak tahu kalau AUTO adalah anak perusahaan Astra,...

Rio Adrianus
12 Jul 20202 menit membaca
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EVA on IPO: PZZA (Sarimelati Kencana)
Sekarang banyak orang yakin isu keberlangsungan Yum! di Amerika adalah hal utama untuk keberlangsungan PZZA. Yum! adalah perusahaan induk...

Rio Adrianus
9 Jul 20203 menit membaca
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EVA Roundup Part 4
Stocks: SIDO, TBLA, TELE, SRIL, SMSM SIDO (Sido Muncul) https://www.perspektifsaham.com/post/eva-brief-sido-sido-muncul Q1 2020 gross...

Rio Adrianus
6 Jul 20203 menit membaca
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EVA on IPO: UCID (Uni-Charm Indonesia)
Uni-Charm boasts its almost 50% of market share of baby diapers (Mamypoko) in Indonesia. Its parent company is based on Japan, so they...

Rio Adrianus
3 Jul 20203 menit membaca
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EVA on IPO: DMND (Diamond Food Indonesia)
A long-time food and beverage distributor and producer has recently gone IPO. Diamond brand is well-known. Its stock price has fallen 30%...

Rio Adrianus
2 Jul 20204 menit membaca
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EVA Roundup Part 3
Covered: AKRA, GGRM, HMSP, TOPS, ULTJ AKRA (AKR Corporindo) https://www.perspektifsaham.com/post/cheap-enough-akra-akr-corporindo...

Rio Adrianus
30 Jun 20202 menit membaca
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EVA Brief: EXCL (XL Axiata)
Sejauh ini, assessment NPV XL Axiata oleh investor sejalan dengan perubahan EVA. EVA naik, MVA (harga saham) naik, dan sebaliknya....

Rio Adrianus
21 Jun 20202 menit membaca
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EVA Roundup Part 2
Covered: CASH, HOKI, BWPT, MNCN, LPPF CASH (Cashlez Worldwide Indonesia) https://www.perspektifsaham.com/post/eva-on-ipo-cash-cashlez-wor...

Rio Adrianus
18 Jun 20202 menit membaca
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EVA Quick Roundup Part 1 (15 June 2020)
Covered: PGAS, ICBP, BIRD, IPTV, WEGE It's a good time to make a quick review of covered stocks so far starting from the most recent one....

Rio Adrianus
16 Jun 20204 menit membaca
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