Results for “PT Merrill Lynch Indonesia”

company report Source: BofA Merrill Lynch Global Research estimates

regulated by Comissdo de Valores Mobiliarios; Merrill Lynch KSA Company

2. From a panel discussion last week: ° Woo actually disagrees with some people’s view that there is euphoria in the market. With real yields at -30bp, the fixed income market is pricing in pessimism on Trump (and as I’ve mentioned, our colleagues in fixed income/FX and their cl...

… Asset Managers Top 5 Takeaways Invesco (IVZ), C-1-7, Buy Presenting from IVZ was Loren Starr, CFO. Overall Loren was optimistic on the outlook for IVZ to generate above average organic growth given its product mix and performance, deliver cost savings, and accelerate buybacks,...

…rce: BofA Merrill Lynch Global Research = Mortgage growth to continue despite a downshift in activity: Management was optimistic on the outlook for both its mortgage businesses — warehouse lending and MCA businesses Management expects both these portfolios in aggregate to total...

Table 11: Amazon Estimate Summary 1Q17 2017 2017 2018 Revenue BofAML est. $35,335 $36,784 $164,532 $194,826 Growth Y/Y% 21% 21% 21% 18% Street $35,255 $36,815 $165,158 $199 387 BofAML vs. Street Above Below Below Below EBITDA BofAML est. $4,153 $4 626 $18,246 $22,022 Street $4,0...

Trades Gaining Momentum: Finance-Related Assets vs. S&P 500 Oiversiied Financtsts Barks Prranciats S&P 500 Source: Kensho Technologies The Flow Show, Michael Hartnett, 11/18. Violent rotation: record equity ETF inflow, record financials inflow, biggest bond outflow in 3.5 yrs,...

1Q Internet Summary Previews We are publishing updates on 1Q industry data points and write ups on our early outlook and top 1Q earnings focus items for select stocks in our Internet coverage group (more detailed previews with various channel checks for large cap stocks to follo...

Cross-asset implications of repatriation Repatriation should spur USD-buying — up to 40% may be non-USD denominated While few companies disclose the currency composition of their offshore cash, our FX team estimates that 60-75% is already in USD while 25-40% is non-dollar-denomi...

Estimate vs Consensus Our revenue and EBITDA estimates of $20.2bn/S$9.9bn are slightly above the Street at $19.9bn/S9.8bn. Our model assumes currency to be a 2% headwind on y/y international revenue in 1Q17 (similar to 4Q16) and a 3% headwind in 2Q17. Our 1Q17 non-GAAP EPS of $9...

US - Electric Utilities Coverage Cluster BofA Merrill Lynch Investment rating Company ticker Bloomberg symbol Analyst BUY American Electric Power AEP AEP US Brian Chin American Water Works AWK AWK US Brian Chin Black Hills Corporation BKH BKH US Brian Chin Dominion Resources D D...

below $40. In other words, the outcome is highly binary in the short term for crude and related equities. We flag to investors that we would consider reducing our weighting in the event of no deal. Assuming OPEC does cut production and oil prices recover up to the high $50s per...

after the recent rally: 1) an improved outlook on both activity levels and interest rates, driving revenue upside; 2) potentially lower regulatory burden, particularly as new supervisory leadership can come with the new administration; and 3) relatively lighter positioning in US...

…on while repealing Obamacare and the controversy regarding the BAT could delay the highly anticipated tax reform. Perception versus reality In this report, we argue why the Trump risk premium may be too high. The administration’s dealing with both China and Mexico in recent wee...

…t it likely gets delayed/modestly modified, but regardless of what happens, asset managers and distributors need to accept that the industry is living in a new fiduciary world with minimized (potentially no) conflicts of interest which ultimately is a good thing for end clients....