Embun Pagi. April 01, PTPP: Beneficiary of a favorable industry outlook. Industry view: We prefer builders over developers
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- Harjanti Hermanto
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1 Renaldy Effendy For subscription of our Daily Focus, please contact us at Market Index Last Trade Chg (%) MoM YoY JCI 5, MSCI EM HANG SENG 24, KOSPI 2, FTSE 6, DJIA 17, NASDAQ 4, Valuation 2015F P/E (x) P/B (x) ROE (%) JCI Key Rates Last Trade Chg (bps) MoM YoY Policy Rate yr yr FX Last Trade Chg (%) MoM YoY USD/IDR 13, USD/KRW 1, USD/JPY USD/CNY Commodities Last Trade Chg (%) MoM YoY WTI Gold 1, Coal Palm Oil Rubber Nickel 12, Copper 6, Tin 16, PTPP: Beneficiary of a favorable industry outlook Industry view: We prefer builders over developers Dalam indeks properti, ada dua sub-sektor, yaitu, pengembang (ASRI, BSDE, SMRA, dll) dan pembangun (PTPP, WIKA, WSKT, dll). Di antara sub-sektor, kita melihat nilai dalam pembangun vs pengembang untuk alasan berikut: 1) Batal penghasilan visibilitas dari pembangunan infrastruktur yang dipimpin oleh pemerintah. Menurut anggaran revisi terbaru, belanja infrastruktur telah meningkat menjadi IDR290.3tr yang + 63% lebih tinggi dibandingkan dengan 2014 angka dan 2) kenaikan harga properti terus (lebih cepat dari pertumbuhan PDB) yang telah mengurangi nafsu makan pengembang untuk pembebasan lahan baru (yaitu, sebagian besar pengembang sekarang mempromosikan profil pendapatan berulang lebih tinggi). Company profile: A true builder Pembangunan Perumahan (PTPP) bergerak dalam layanan konstruksi. Perusahaan mempunyai 4 lini bisnis: konstruksi, yang meliputi bangunan dan prasarana; EPC; property dan realty, dan investasi. Pendapatan berasal dari konstruksi bangunan tinggi, jalan, jembatan, bendungan, hotel, dll (86.5%), EPC (8.8%), property dan penyewaan ruang kantor (4.6%). PTPP mempunyai kapitalisasi pasar sebesar IDR18.4tr (0.4% dari JCI). Investment thesis: Visible growth over the horizon PTPP menunjukan 7% pertumbuhan penjualan pada tahun 2014, di belakang meningkatnya profitabilitas dari konstruksi dan divisi property yang lebih tinggi. OP melonjak 20.4% menjadi IDR1,175bn dan NP 26.7% menjadi IDR532bn. Penjualan property dan relaty pada 2014 naik hampir 300% dan memberikan kontribusi sebesar 6.1% terhadap total penjualan konsolidasi vs 2.6% di tahun PTPP meraih kontrak baru senilai IDR20.2tr atau naik 3% YoY dibandinngkan dengan IDR19.5tr tahun sebelumnya. Pada 2015, perusahaan mengharapkan kontrak baru untuk meningkat 33% menjadi IDR27tr. Pada bulan Februari, perusahaan sudah meraih IDR1.1tr mewakili 4% dari target. Kami berharap PTPP dapat mencapai target terutama dari program perluasan pelabuhan oleh pemerintah karena keahlian mereka dalam pembangunan pelabuhan. Selain itu, perusahaan memiliki proyek carry-over yang besar sebesar IDR29.4tr karena penundaan tahun lalu. Setelah isu-isu politik telah reda, PTPP akan dapat meningkatkan tingkat penyelesaian proyek dari order mereka.. JCI Index VS MSCI Emerging Markets (pt) JCI MSCI EM (pt) 1,200 5,500 4,500 3,500 05/13 02/14 11/14 1,
2 Local flashes GZCO: Setelah Rugi, Gozco Plantation Cetak Laba Bersih. PT Gozco Plantations Tbk. (GZCO), berhasil mencetak laba bersih sepanjang tahun lalu dari sebelumnya menderita rugi. Hal itu terjadi seiring dengan kenaikan pendapatan sedangkan sejumlah beban terpantau turun. Berdasarkan laporan keuangan perseroan yang dipublikasikan Selasa (31/3/2015), laba tahun berjalan yang didistribusikan kepada pemilik entitas induk pada 2014 tercatat Rp52,72 miliar dari sebelumnya rugi Rp92,05 miliar. (Bisnis Indonesia) ANTM: Produksi Feronikel Antam Naik Jadi Ton. PT Aneka Tambang Tbk (ANTM) telah melakukan preheating furnace 4 yang merupakan bagian dari proyek perluasan pabrik feronikel Pomalaa (P3FP). Dengan pelaksanaan preheating furnace-4 itu maka total produksi perseroan mencapai TNi pada Fasilitas furnace-4 tersebut normal berproduksi dengan tingkat produksi sebesar TNi pada tahun ini. Direktur Utama PT Aneka Tambang Tbk, Tato Miraza menuturkan, pelaksanaan preheating furnace-4 sebagai komitmen melakukan ekspansi produksi komoditas inti feronikel yang bernilai tambah. (Liputan 6) META: Nusantara Infrastructure Bukukan laba Bersih Rp 152,22 Miliar sepanjang PT Nusantara Infrastructure Tbk sepanjang tahun lalu meraup laba bersih sebesar Rp 152,22 miliar, meningkat 88,71 persen jika dibandingkan dengan pencapaian tahun 2013 sebesar Rp 80,65 miliar. Laba usaha perseroan meningkat dari Rp 128,47 miliar menjadi Rp 202,41 miliar. Peningkatan laba tersebut didorong oleh kenaikan pendapatan hingga 21,71 persen dari Rp 425,88 miliar pada 2013 menjadi Rp 518,37 miliar pada (Kompas) MTDL: Laba Bersih Metrodata Electronics Melonjak 58%. PT Metrodata Electronics Tbk. (MTDL), membukukan pertumbuhan laba bersih 58% sepanjang tahun lalu. Berdasarkan laporan keuangan perseroan yang dipublikasikan Selasa (31/3/2015), laba tahun berjalan yang didistribusikan kepada pemilik entitas induk pada 2014 tercatat Rp179,66 miliar, lebih tinggi dari perolehan tahun sebelumnya Rp113,75 miliar. (Bisnis Indonesia) CPIN: Charoen Pokphand Indonesia Raih Rp1,7 Triliun. Emiten pakan ternak PT Charoen Pokphand Indonesia Tbk. (CPIN) meraih laba bersih sebesar Rp1,74 triliun pada periode 2014, anjlok 30,9% dibandingkan dengan perolehan setahun sebelumnya Rp2,52 triliun. Berdasarkan laporan keuangan yang dipublikasikan perseroan, Selasa (31/3/2015), disebutkan laba per saham dasar juga anjlok menjadi Rp107 pada tahun lalu dari setahun sebelumnya Rp154. (Bisnis Indonesia) INCO: Belanja modal INCO naik jadi US$ 185 juta di Usai menyelesaikan renegosiasi kontrak karya dengan pemerintah, PT Vale Indonesia Tbk (INCO) terus menggeber realisasi pembangunan smelter bijih nikel di tiga lokasi. Untuk itu, perseroan menyiapkan dana belanja modal alias capital expenditure (capex) sebesar US$ 120 juta hingga US$ 185 juta, lebih tinggi dari tahun lalu yang sekitar US$ 100 juta. Nico Kanter, Direktur Utama INCO mengatakan, sebagian besar belanja modal itu akan digunakan untuk pembangunan smelter di Sorowako, Sulawesi Selatan. (Kontan) ABMM: ABM Investama bukukan penjualan US$ 723,6 juta. Harga batubara yang meredup membuat kinerja perusahaan-perusahaan di sektor ini terkena dampaknya. Salah satunya PT ABM Investama Tbk. Sepanjang tahun lalu, emiten berkode bursa ABMM ini membukukan rugi bersih sebesar US$ 113,7 juta. Hal itu dikarenakan adanya penyesuaian non-tunai dari asset impairment dan provisi tagihan. Dari sisi penjualan, ABMM sejatinya masih mampu membukukan pendapatan sebesar US$ 723,6 juta dengan EBITDA sebesar US$106,6 juta. (Kontan) 2
3 Technical analysis Recommendation Trading Buy Resistance 5,527 Support 5,346 Close 5,518 (New High) Indicator GC = Golden-cross DC = Dead-cross = Up DN = Down NM = Normal Stoch MACD PSAR Volume AC = Accumulation Dis = Distribution OB = Overbought OS = Oversold Investor Sentiment Ditengah minimnya sentimen pada perdagangan hari kemarin, IHSG justru melesat menuju teritori positif menembus uptrend channel resistance 5,476 dan ditutup menguat 1.47% mencatatkan rekor tertinggi baru di level 5,519 dengan total transaksi pembelian bersih IDR 420,454(bn). Investor asing pun membukukan pembelian bersih IDR882,086(bn), mayoritas saham-saham BBRI, BMRI, BBCA, BBNI, BBTN. Mayoritas indicator yang kami pergunakan; Stochastic, MACD, Moving Average, menunjukkan peluang berlanjutnya penguatan menuju target retracement 161.8% (5,527). Waspadai munculnya support-support gap pada level 5,460 dan 5,340 dengan memperketat stoploss level. Apabila IHSG gagal menembus target resistensi 5,527, maka dua support GAP tersebut yang akan menjadi target pelemahan menjelang libur paskah. Kami perkirakan IHSG akan bergerak dalam kisaran harga 5,450-5,530. Chart 1. IHSG Daily Chart Chart 2. IHSG Intraday Chart Source: HOTS, Source: HOTS, 3
4 Stocks on our focus list Recommendation Trading Buy/Take Pro fit Target price 13,325 Stop loss Buying Price 12,200 Close 13,275 Indikator GC = Golden-cross DC = Dead-cross Stoch MACD PSAR Volume AC = Accumulation Dis = Distribution PT. Bank Rakyat Indonesia Tbk (BBRI) Bersama IHSG mencetak rekor harga baru di IDR13,275 sebagaimana kami perkirakan pada sebelumnya (Maret31, 2015). Penetrasi resistensi harga IDR13,050 serta peningkatan volume trading, dapat merupakan indikasi positif bagi BBRI untuk melanjutkan penguatan menuju target retracement 161.8% di level IDR14,975. Yang perlu diwaspadai adalah kondisi overbought pada stochastic, yang telah menyentuh level Dimana pada posisi tersebut, negative swing dapat sewaktuwaktu terjadi dengan support IDR12,000, akumulasi kembali dapat dilakukan pada level IDR12,200. = Up DN = Down OB = Overbought OS = Oversold NM = Normal Chart 3. BBRI Source: HOTS, 4
5 Recommendation Trading Buy Target price 14,150 Stop loss 11,150 Buying Price 11,800 Close 12,475 Indikator Stoch MACD PSAR Volume PT Bank Mandiri Tbk (BMRI) Rekor harga baru IDR12,475, Stoc (65.77), peningkatan volume trading pada perdagangan kemarin, dapat dijadikan katalis positif untuk mencapai target resistensi harga selanjutnya di IDR14,150 yang merupakan target retracement 161.8% dengan melakukan penetrasi resistensi harga IDR12,550 terlebih dahulu. Waspadai munculnya tekanan jual menguji support IDR11,850, sebagaimana tercermin pada kondisi trading overbought pada stochastic. GC = Golden-cross DC = Dead-cross = Up DN = Down NM = Normal AC = Accumulation Dis = Distribution OB = Overbought OS = Oversold Chart 4. BMRI Source: HOTS, 5
6 Recommendation Trading Buy Target price 15,200 Stop loss 12,950 Buying Price 14,000 Close 14,825 Indikator GC = Golden-cross Stoch MACD PSAR Volume AC = Accumulation PT Bank Central Asia Tbk (BBCA) Sebagaimana BMRI di atas, rekor harga baru yang tercipta pada BBCA (IDR14,825) serta mayoritas indicator pendukung yang menunjukkan nilai positif sebaiknya dicermati dengan memperketat stop-loss harga pada level IDR12,950 apabila BBCA gagal melanjutkan perjalanannya menuju target resistensi IDR15,200. Kami perkirakan BBCA akan mencoba bergerak dalam rentang harga 14,550-15,100. DC = Dead-cross = Up DN = Down NM = Normal Dis = Distribution OB = Overbought OS = Oversold Chart 5. BBCA Source: HOTS, 6
7 Chart 6. JCI Vs. IDR/USD (pt) JCI Composite Index (L) 5,600 USD/IDR (R) 5,500 5,400 5,300 5,200 5,100 5,000 4,900 4,800 4,700 4,600 12/30 1/13 1/27 2/10 2/24 3/10 3/24 Source: Bloomberg, (IDR) 13,800 13,300 12,800 12,300 11,800 11,300 Chart 7. JCI performance (absolute vs. relative) (%, %p) Note: Relative to MSCI EM Index Source: Bloomberg, Absolute D 1W 1M 1Y Relative 15.8 Chart 8. Foreigner s net purchase (EM) Chart 9. Energy price (USDmn) ,000-1,200-1, ,178 Note: The latest figure for India is March, 30 th ; Source: Bloomberg, Chart 10. Non-ferrous metal price Source: Bloomberg, 1 Day 5 Days Korea Taiwan Indonesia ThailandPhilippines India (D-3M=100) Copper Nickel Tin 70 12/14 1/15 2/15 (USD/b) Brent (L) CPO(R) (USD) /14 1/15 1/15 2/15 2/15 3/15 3/15 2,500 2,400 2,300 2,200 2,100 2,000 Source: Bloomberg, Chart 11. Precious metal price Silver Gold Platinum /14 1/15 2/15 3/15 Source: Bloomberg, 7
8 Table. Key valuation metrics Company Name BANKING Ticker Price Market Cap Price Performance (%) P/E(X)* P/B(X)* ROE(%)* (IDR) (IDRbn) 1D 1W 1M 1Y FY14 FY15 FY14 FY15 FY14 FY15 Bank Central Asia Tbk PT BBCA 14, , Bank Mandiri Persero Tbk PT BMRI 12, , Bank Rakyat Indonesia Persero Tbk PT BBRI 13, , Bank Negara Indonesia Persero Tbk PT BBNI 7, , Bank Danamon Indonesia Tbk PT BDMN 5,125 49, Bank Tabungan Pensiunan Nasional Tbk PT BTPN 4,220 24, PROPERTY Surya Semesta Internusa Tbk PT SSIA 1,140 5, Ciputra Property Tbk PT CTRP 755 4, N/A Pakuwon Jati Tbk PT PWON , Alam Sutera Realty Tbk PT ASRI , Bumi Serpong Damai PT BSDE 2,135 39, CONSTRUCTION Total Bangun Persada Tbk PT TOTL 1,005 3, Adhi Karya Persero Tbk PT ADHI 3,055 5, Wijaya Karya Persero Tbk PT WIKA 3,495 21, Pembangunan Perumahan Persero Tbk PT PTPP 3,795 18, Waskita Karya Persero Tbk PT WSKT 1,780 17, RETAIL & CONSUMER Indofood Sukses Makmur Tbk PT INDF 7,450 65, Kalbe Farma Tbk PT KLBF 1,865 87, Mitra Adiperkasa Tbk PT MAPI 5,250 8, Unilever Indonesia Tbk PT UNVR 39, , Indofood CBP Sukses Makmur Tbk PT ICBP 14,675 85, Ramayana Lestari Sentosa Tbk PT RALS 750 5, Mayora Indah Tbk PT MYOR 28,900 25, Ace Hardware Indonesia Tbk PT ACES , Gudang Garam Tbk PT GGRM 51,000 98, Nippon Indosari Corpindo Tbk PT ROTI 1,220 6, AUTOMOTIVE Astra International Tbk PT ASII 8, , Indomobil Sukses Internasional Tbk PT IMAS 4,100 11, Astra Otoparts Tbk PT AUTO 3,600 17, TELECOMMUNICATION Telekomunikasi Indonesia Persero Tbk PT TLKM 2, , XL Axiata Tbk PT EXCL 4,350 37, N/A Indosat Tbk PT ISAT 4,265 23, INFRASTRUCTURE Jasa Marga Persero Tbk PT JSMR 7,200 48, Tower Bersama Infrastructure Tbk PT TBIG 9,475 45, MINING Aneka Tambang Persero Tbk PT ANTM 865 8, N/A Timah Persero Tbk PT TINS 950 7, Tambang Batubara Bukit Asam Persero Tbk PTBA 10,750 24, CEMENT Indocement Tunggal Prakarsa Tbk PT INTP 21,925 80, Holcim Indonesia Tbk PT SMCB 1,530 11, Semen Indonesia Persero Tbk PT SMGR 13,650 80, Source: Bloomberg, *Note: Valuation metrics based on Bloomberg consensus estimates 8
9 Sector performance Top 10 market cap performance Name Index Chg (%) Ticker Price Market Cap (IDRbn) Chg (%) Agricultural 2, IIKP IJ 3,300 11, Mining 1, BRAM IJ 3,700 1,665 (5.13) Basic-Industry ESSA IJ 2,200 2,420 (0.90) Miscellaneous Industry 1, META IJ 189 2,880 (0.53) Consumer Goods 2, MDRN IJ 585 2, Property & Construction SRIL IJ 229 4, Infrastructure 1, PNIN IJ 790 3, Finance PBRX IJ 474 3, Trade ERAA IJ 875 2,538 (3.85) Composite 5, COWL IJ 655 3, Source: Bloomberg Top 5 leading movers Top 5 lagging movers Name Chg (%) Close Name Chg (%) Close BMRI IJ ,475 RODA IJ ASII IJ 2.4 8,575 ITMG IJ ,900 BBCA IJ ,825 MPPA IJ ,960 BBRI IJ ,275 INCO IJ ,235 BBNI IJ 3.2 7,225 BTPN IJ ,220 Source: Bloomberg Economic Calendar Time Currency Detail Forecast Previous 3:15am EUR Spanish Manufacturing PMI :45am EUR Italian Manufacturing PMI :00am EUR Final Manufacturing PMI :15am USD ADP Non-Farm Employment Change 231K 212K 9:00am USD FOMC Member Williams Speaks 9:45am USD Final Manufacturing PMI :00am USD ISM Manufacturing PMI :00am USD Construction Spending m/m -0.1% -1.1% 10:00am USD ISM Manufacturing Prices :30am USD Crude Oil Inventories 8.2M 10:30am USD FOMC Member Lockhart Speaks All Day USD Total Vehicle Sales 16.5M 16.2M 7:50pm JPY Monetary Base y/y 35.3% 36.7% 11:45pm JPY 10-y Bond Auction Note: Time is based on Indonesian local time Source: Forex Factory Disclaimers This report is prepared strictly for private circulation only to clients of PT Daewoo Securities Indonesia (DWS). It is purposed only to person having professional experience in matters relating to investments. The information contained in this report has been taken from sources which we deem reliable. No warranty (express or implied) is made to the accuracy or completeness of the information. All opinions and estimates included in this report constitute our judgments as of this date, without regards to its fairness, and are subject to change without notice. However, none of DWS and/or its affiliated companies and/or their respective employees and/or agents makes any representation or warranty (express or implied) or accepts any responsibility or liability as to, or in relation to, the accuracy or completeness of the information and opinions contained in this report or as to any information contained in this report or any other such information or opinions remaining unchanged after the issue thereof. We expressly disclaim any responsibility or liability (express or implied) of DWS, its affiliated companies and their respective employees and agents whatsoever and howsoever arising (including, without limitation for any claims, proceedings, action, suits, losses, expenses, damages or costs) which may be brought against or suffered by any person as a results of acting in reliance upon the whole or any part of the contents of this report and neither DWS, its affiliated companies or their respective employees or agents accepts liability for any errors, omissions or misstatements, negligent or otherwise, in the report and any liability in respect of the report or any inaccuracy therein or omission there from which might otherwise arise is hereby expresses disclaimed. This document is not an offer to sell or a solicitation to buy any securities. This firms and its affiliates and their officers and employees may have a position, make markets, act as principal or engage in transaction in securities or related investments of any company mentioned herein, may perform services for or solicit business from any company mentioned herein, and may have acted upon or used any of the recommendations herein before they have been provided to you. PT Daewoo Securities Indonesia
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Lebih terperinciEmbun Pagi. March 23, For subscription of our Daily Focus, please contact us at ICBP : Getting stronger than ever
March 23, 2015 Renaldy Effendy +62-21-515-1141 renaldy.effendy@dwsec-id.com For subscription of our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY JCI 5,443.1-0.2
Lebih terperinciEmbun Pagi. January 8, An optimistic year
Akhmad Nurcahyadi +62-21-515-1141 akhmad.nurcahyadi@dwsec-id.com For subscription of our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY JCI 5,207.1 0.7
Lebih terperinciEmbun Pagi. March 20, For subscription of our Daily Focus, please contact us at KLBF : The Green Potion
March 20, 2015 Renaldy Effendy +62-21-515-1141 renaldy.effendy@dwsec-id.com For subscription of our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY JCI 5,453.9
Lebih terperinciEmbun Pagi. March 30, PTBA: Better than peers, but still squeezed. Industry view: Global demand recovery is a must
March 30, 2015 Renaldy Effendy +62-21-515-1141 renaldy.effendy@dwsec-id.com For subscription of our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY JCI 5,396.9
Lebih terperinciEmbun Pagi. February 02, Monday Market Snippets
February 02, 2015 Taye Shim +62-21-515-3281 taye.shim@dwsec.com For subscription of our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY JCI 5,289.4 0.5 0.4
Lebih terperinciEmbun Pagi. January 6, For a better future
Renaldy Effendy +62-21-515-1141 renaldy.effendy@dwsec-id.com For subscription of our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY JCI 5,220.0-0.4 1.1
Lebih terperinciEmbun Pagi. February 06, Drawing our attention
February 06, 2015 Betrand Raynaldi +62-21-515-1141 betrand.raynaldi@dwsec-id.com For subscription of our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY
Lebih terperinciTrend Analysis 3 April 2014
Jakarta Composite Index Daily Laju pergerakan IHSG menjelang Tanggal 9 April cenderung menguji level resistance di angka 4.920, di dukung dengan suasana minggu tenang yang memberikan efek mimin sentuimen
Lebih terperinciEmbun Pagi. Jul 31, For subscription of our Daily Focus, please contact us at Growing investment in Indonesia
Maxi Liesyaputra +62-21-515-1140 maxi@dwsec-id.com For subscription of our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY JCI 4,712.5-0.2-3.9-7.2 MSCI EM
Lebih terperinci249 % Stock Shoot. Stock Shoot Performace & Market Outlook 2 Juni Technical analysis performance 2 Mei - 31 Mei Ver.2
249 % Stock Shoot Ver.2 Technical analysis performance 2 Mei - 31 Mei 2016 Lucky Bayu Purnomo Technical analyst ( 62-21) 2955 577 ext.3512 lucky.purnomo@danareksa.com Danareksa research report are also
Lebih terperinciexpenditure) naik 0,4 persen dibulan Mei. Pertumbuhan keduanya tercatat melambat
MARKET SCREEN 30 JUNI 2016 Periode Minor (1-5 hari) : Sideways menguat Periode Intraday : Sideways menguat Support-Resistance : 4,881.3-5,029.5 Saham yang layak dicermati ASII, AUTO, GGRM, HMSP, AISA,
Lebih terperinciEmbun Pagi. Maret 11, The night is darkest before the dawn
Mimi Halimin +62-21-515-1141 mimi.halimin@dwsec-id.com For subscription of our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY JCI 5,462.9 0.3 2.0 15.7 MSCI
Lebih terperinciR i Danareksa Research Institute
MARKET SCREEN, 2 JULI 2015 R i Danareksa Research Institute Prediksi periode minor (1-5 hari): Melemah Prediksi periode intraday: Sideways menguat Level support-resistance: 4,885.1-4,941.9 Saham yang layak
Lebih terperinciEmbun Pagi. July 23, IHSG: Jatuh dan Bangkit Lagi
Embun Pagi Market Index Last Trade Chg (%) MoM YoY JCI 5,083.5-0.9 5.9 7.6 MSCI EM 1,074.5 1.1 1.9 11.5 HANG SENG 23,782.1 1.7 2.6 6.7 KOSPI 2,028.9 0.2 2.7 6.6 FTSE 6,795.3 1.0-1.4 1.6 DJIA 17,113.5 0.4
Lebih terperinciEmbun Pagi. November 3, BHIT Income statement (Quarterly)
Embun Pagi Taye Shim +62-21-515-3281 taye.shim@dwsec.com For subscription of our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY JCI 5,089.5 0.6 2.2 14.1
Lebih terperinciEmbun Pagi. March 25, SMGR : Opportunities are unfolding. Industry view: Rosier outlook heading forward
March 25, 2015 Renaldy Effendy +62-21-515-1141 renaldy.effendy@dwsec-id.com For subscription of our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY JCI 5,447.6
Lebih terperinciEmbun Pagi. July 22, Risk to the upside
Embun Pagi Market Index Last Trade Chg (%) MoM YoY JCI 5,127.1 0.8 4.9 8.7 MSCI EM 1,063.3 0.0 1.9 11.9 HANG SENG 23,387.1-0.3 1.1 9.5 KOSPI 2,018.5 0.1 2.6 7.3 FTSE 6,728.4-0.3-1.1 1.8 DJIA 17,051.7-0.3
Lebih terperinciEmbun Pagi. July 21, A day before the finishing line
Embun Pagi Market Index Last Trade Chg (%) MoM YoY JCI 5,087.0 0.3 4.6 7.3 MSCI EM 1,063.3 0.1 1.8 11.8 HANG SENG 23,454.8-0.3 1.4 10.1 KOSPI 2,019.4 0.4 2.6 7.9 FTSE 6,749.5 0.2-1.3 1.6 DJIA 17,100.2
Lebih terperinciMonday Market Snippets. GDP growth trends and Daewoo forecasts. (YoY, %)
February 09, 2015 Taye Shim +62-21-515-3281 taye.shim@dwsec-id.com For subscription of our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY JCI 5,342.5 1.2
Lebih terperinciR i Danareksa Research Institute
MARKET SCREEN, 22 MEI 2015 R i Danareksa Research Institute Prediksi periode minor (1-5 hari): Sideways menguat Prediksi periode intraday: Sideways melemah Level support-resistance: 5,248.8-5,367.7 Saham
Lebih terperinciEmbun Pagi. March 19, For subscription of our Daily Focus, please contact us at GGRM : Not as bad as it seems
March 19, 2015 Renaldy Effendy +62-21-515-1141 renaldy.effendy@dwsec-id.com For subscription of our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY JCI 5,413.2-0.5
Lebih terperinciEmbun Pagi. January 9, Stagnant growth, following automotive industry
Akhmad Nurcahyadi +62-21-515-1141 akhmad.nurcahyadi@dwsec-id.com For subscription of our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY JCI 5,211.8 0.1
Lebih terperinciEmbun Pagi. October 20, Forward P/E trends (JCI index) (pt) 6,000 JCI MSCI EM. (pt) 1,200 1,000 5,000 4,000 3, /13 01/14 10/14
Embun Pagi Taye Shim +62-21-515-3281 taye.shim@dwsec-id.com For subscription of our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY JCI 5,068.6 0.8-3.8 10.6
Lebih terperinciEmbun Pagi. February 13, Bring investment to Indonesia
February 13, 2015 Mimi Halimin +62-21-515-1141 mimi.halimin@dwsec-id.com For subscription of our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY JCI 5,343.4
Lebih terperinciEmbun Pagi. December 11, Value still locked
Akhmad Nurcahyadi +62-21-515-1141 akhmad.nurcahyadi@dwsec-id.com For subscription of our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY JCI 5,165.4 0.8
Lebih terperinciEmbun Pagi. January 20, Advancing Indonesia s infrastructure proxy
Renaldy Effendy +62-21-515-1141 renaldy.effendy@dwsec-id.com For subscription of our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY JCI 5,152.1 0.1 0.1
Lebih terperinciEmbun Pagi. January 12, Monday Market Snippets
Taye Shim +62-21-515-3281 taye.shim@dwsec.com For subscription of our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY JCI 5,216.7 0.1 1.0 22.5 MSCI EM 961.4
Lebih terperinciEmbun Pagi. Jun 23, For subscription of our Daily Focus, please contact us at Another attractive investment
Renaldy Effendy +62-21-515-1140 renaldy.effendy@dwsec-id.com For subscription of our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY JCI 4,959.3-0.5-6.2
Lebih terperinciEmbun Pagi. June 27, The infrastructures specialist
Embun Pagi Market Index Last Trade Chg (%) MoM YoY JCI 4,872.4 0.7-2.5 3.5 MSCI EM 1,046.8 0.5 0.0 15.5 HANG SENG 23,197.8 1.4-0.3 11.9 KOSPI 1,995.1-0.5-0.1 8.7 FTSE 6,735.1 0.0-1.2 9.2 DJIA 16,846.1-0.1
Lebih terperinciEmbun Pagi. February 16, Monday Market Snippets
February 16, 2015 Taye Shim +62-21-515-3281 taye.shim@dwsec.com For subscription of our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY JCI 5,374.2 0.6 3.8
Lebih terperinciEmbun Pagi. Mei 19, LPPF: Aggressive yet cautious. Industry view: Stable demand
Renaldy Effendy +62-21-515-1141 renaldy.effendy@dwsec-id.com For subscription of our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY JCI 5,237.8 0.2-3.4
Lebih terperinciEmbun Pagi. February 20, Market leader in the furniture business
February 20, 2015 Betrand Raynaldi +62-21-515-1141 betrand@dwsec-id.com For subscription of our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY JCI 5,390.4
Lebih terperinciPerkembangan Hari Ini
R i Danareksa Research Institute MARKET SCREEN 23 JUNI 2016 Periode Minor (1-5 hari) : Sideways menguat Periode Intraday : Sideways menguat Support-Resistance : 4,868.6-4,913.3 Saham yang layak dicermati
Lebih terperinciEmbun Pagi. March 16, For subscription of our Daily Focus, please contact us at Growing Demand
March 16, 2015 Renaldy Effendy +62-21-515-1141 renaldy.effendy@dwsec-id.com For subscription of our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY JCI 5,426.5-0.2
Lebih terperinciSinyal Netral. Technical Analysis Stock Shoot 26 Mei Jakarta Composite Index. Target Potensi bulanan Terendah Tertinggi 5.
Jakarta Composite Index Netral 5.000 Terendah 3.837 Tertinggi 5.251 Support 4.886 Resistance 5.100 Topik pilihan Saham Pilihan 26 Mei 30 Mei 2014 AALI BWPT LSIP IHSG cenderung ingin menguji angka psikologis
Lebih terperinciEmbun Pagi. Oktober 28, Semen Indonesia (SMGR IJ): 9M15 preview. To subscribe to our Daily Focus, please contact us at
Mimi Halimin +62-21-515-1140 mimi.halimin@dwsec-id.com To subscribe to our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY JCI 4,674.1-0.4 13.9-6.2 MSCI
Lebih terperinciEmbun Pagi. Jun 30, For subscription of our Daily Focus, please contact us at Preliminary caution
Renaldy Effendy +62-21-515-1140 renaldy.effendy@dwsec-id.com For subscription of our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY JCI 4,882.6-0.8-5.6
Lebih terperinciEmbun Pagi. January 2, Positive story continues
Akhmad Nurcahyadi +62-21-515-1141 akhmad.nurcahyadi @dwsec-id.com For subscription of our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY JCI 5,226.9 0.9
Lebih terperinciEmbun Pagi. November 12, Automotive biz should remain Astra s key revenue contributor
Embun Pagi Akhmad Nurcahyadi +62-21-515-1140 Akhmad.nurcahyadi@dwsec-id.com For subscription of our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY JCI 5,032.3
Lebih terperinciR i Danareksa Research Institute
MARKET SCREEN, 16 JUNI 2015 R i Danareksa Research Institute Prediksi periode minor (1-5 hari): Melemah Prediksi periode intraday: Sideways melemah Level support-resistance: 4,778.6-4,956.1 Saham yang
Lebih terperinciEmbun Pagi. February 27, Impact of VAT on toll tariff
February 27, 2015 Betrand Raynaldi +62-21-515-1141 betrand@dwsec-id.com For subscription of our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY JCI 5,451.4
Lebih terperinciEmbun Pagi. Jun 19, For subscription of our Daily Focus, please contact us at The story of Ramadhan
Nur Marini +62-21-515-1140 marini@dwsec-id.com For subscription of our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY JCI 4,945.5 0.0-6.1 1.7 MSCI EM 977.6
Lebih terperinciSinyal Netral. Technical Analysis Stock Shoot 2 Juni Jakarta Composite Index. Target Potensi bulanan Terendah Tertinggi 5.
Jakarta Composite Index Netral 4.850 Terendah 3.837 Tertinggi 5.251 Support 4.859 Resistance 5.032 Saham Pilihan 2 Juni 7 Juni 2014 ASII BBRI ADRO Lucky Bayu Purnomo Technical Analysis ( 62-21) 2955 577
Lebih terperinciEmbun Pagi. Jun 26, For subscription of our Daily Focus, please contact us at
Maxi Liesyaputra +62-21-515-1140 maxi@dwsec-id.com For subscription of our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY JCI 4,920.0-0.7-6.9 1.7 MSCI EM
Lebih terperinciR i Danareksa Research Institute
MARKET SCREEN, 9 JUNI 2015 R i Danareksa Research Institute Prediksi periode minor (1-5 hari): Sideways melemah Prediksi periode intraday: Sideways menguat Level support-resistance: 4,954.3-5,119.3 Saham
Lebih terperinciEmbun Pagi. November 14, Fly higher or return to the ground?
Embun Pagi Betrand Raynaldi +62-21-515-1141 betrand@dwsec-id.com For subscription of our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY JCI 5,048.7 0.0
Lebih terperinciEmbun Pagi. June 26, Stable income for stable growth
Embun Pagi Market Index Last Trade Chg (%) MoM YoY JCI 4,839.0-0.5-2.0 6.0 MSCI EM 1,041.8-0.6 0.5 18.3 HANG SENG 22,866.7-0.1-0.4 12.5 KOSPI 1,981.8 0.5-1.4 11.1 FTSE 6,733.6-0.8-0.4 11.2 DJIA 16,867.5
Lebih terperinciEmbun Pagi. June 30, Half time: Preparing for the second half
Embun Pagi Market Index Last Trade Chg (%) MoM YoY JCI 4,845.1-0.6-0.4 1.1 MSCI EM 1,046.2-0.1 1.9 11.3 HANG SENG 23,221.5 0.1 0.5 11.5 KOSPI 1,988.5-0.3-0.3 6.7 FTSE 6,757.8 0.3-1.6 8.4 DJIA 16,851.8
Lebih terperinciR i Danareksa Research Institute
MARKET SCREEN, 3 JUNI 2015 R i Danareksa Research Institute Prediksi periode minor (1-5 hari): Sideways melemah Prediksi periode intraday: Sideways melemah Level support-resistance: 5,172.0-5,236.5 Saham
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Lebih terperinciTaye Shim Are we nearing rock bottom? ECII vs. JCI Consumer Index. (end-2013=100) 140
Embun Pagi Taye Shim +62-21-515-3281 taye.shim@dwsec-id.com For subscription of our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY JCI 5,024.3-1.0-1.2 10.7
Lebih terperinciEmbun Pagi. Jul 02, For subscription of our Daily Focus, please contact us at KAEF: May achieve internal target
Dang Maulida +62-21-515-1140 dangmaulida@dwsec-id.com For subscription of our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY JCI 4,904.1-0.1-5.8 0.0 MSCI
Lebih terperinciEmbun Pagi. Jul 29, For subscription of our Daily Focus, please contact us at MNCN share buyback
Mimi Halimin +62-21-515-1140 mimi.halimin@dwsec-id.com For subscription of our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY JCI 4,714.8-1.2-2.3-6.2 MSCI
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Lebih terperinciEmbun Pagi. September 30, Time to revisit consumer names (Part II) Consumer stocks which we recommend to investors
Embun Pagi Taye Shim +62-21-515-3281 taye.shim@dwsec.com For subscription of our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY JCI 5,142.0 0.2-0.1 18.9
Lebih terperinciEmbun Pagi. Maret 13, KDB Daewoo Securities "Tactical trading" stocks. Unfolding of a short-term trading opportunity
Taye Shim +62-21-515-3281 taye.shim@dwsec.com For subscription of our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY JCI 5,439.8 0.4 0.8 14.7 MSCI EM 948.5
Lebih terperinciEmbun Pagi. Jul 28, For subscription of our Daily Focus, please contact us at
Renaldy Effendy +62-21-515-1140 renaldy.effendy@dwsec-id.com For subscription of our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY JCI 4,771.3-1.8-1.3-4.6
Lebih terperinciEmbun Pagi. Aug 05, For subscription of our Daily Focus, please contact us at Impact of Indonesia s infrastructure budget
Mimi Halimin +62-21-515-1140 mimi.halimin@dwsec-id.com For subscription of our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY JCI 4,781.1-0.4-3.7-6.0 MSCI
Lebih terperinciEmbun Pagi. Jun 15, For subscription of our Daily Focus, please contact us at Government-led economic growth
Taye Shim +62-21-515-1140 taye.shim@dwsec.com For subscription of our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY JCI 4,935.8 0.1-5.7 0.0 MSCI EM 979.5
Lebih terperinciEmbun Pagi. April 02, INDF: Stable performance and positive outlook. Industry view: Stable demand
Renaldy Effendy +62-21-515-1141 renaldy.effendy@dwsec-id.com For subscription of our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY JCI 5,466.9-0.9 0.7
Lebih terperinciEmbun Pagi. January 5, Monday Market Snippets
Taye Shim +62-21-515-3281 taye.shim@dwsec.com For subscription of our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY JCI 5,242.8 0.3 0.8 22.8 MSCI EM 953.7-0.3-3.0-2.4
Lebih terperinciEmbun Pagi. November 13, Our view on consumer financing sector
Embun Pagi Betrand Raynaldi +62-21-515-1141 betrand@dwsec-id.com For subscription of our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY JCI 5,048.8 0.3
Lebih terperinciEmbun Pagi. October 21, 2014
Embun Pagi Taye Shim +62-21-515-3281 taye.shim@dwsec-id.com For subscription of our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY JCI 5,040.5 0.2-3.8 9.8
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Lebih terperinciDaily Trading Idea 4.609,79 IHSG. Speculative Buy. AALI Rp Trading Buy. CNKO Rp 390
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Lebih terperinciEmbun Pagi. Jun 24, Gross profit. Revenue. For subscription of our Daily Focus, please contact us at
Mimi Halimin +62-21-515-1140 mimi.halimin@dwsec-id.com For subscription of our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY JCI 4,937.6-0.4-6.7 2.0 MSCI
Lebih terperinciEmbun Pagi. February 12, Will be disappointed FY performance
February 12, 2015 Betrand Raynaldi +62-21-515-1141 betrand.raynaldi@dwsec-id.com For subscription of our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY
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Lebih terperinciEmbun Pagi. June 25, Too good to be true
Embun Pagi Market Index Last Trade Chg (%) MoM YoY JCI 4,862.2 0.4-2.6 9.6 MSCI EM 1,048.1 0.6-0.1 18.0 HANG SENG 22,880.6 0.3-0.7 14.9 KOSPI 1,974.9 1.0-2.1 10.9 FTSE 6,787.1-0.2-0.2 12.8 DJIA 16,818.1-0.1
Lebih terperinciWaiting for corporate action
Embun Pagi Betrand Raynaldi +62-21-515-1141 betrand@dwsec-id.com For subscription of our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY JCI 5,066.8-0.1
Lebih terperinciEmbun Pagi. November 20, Transportation infrastructure
Betrand Raynaldi +62-21-515-1141 betrand@dwsec-id.com For subscription of our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY JCI 5,127.9 0.5 1.2 17.3 MSCI
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