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1 Dang Maulida For subscription of our Daily Focus, please contact us at Market Index Last Trade Chg (%) MoM YoY JCI 4, MSCI EM HANG SENG 27, KOSPI 2, FTSE 6, DJIA 17, NASDAQ 5, 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 Rice business: Profitable in a potential oligopoly Di Indonesia, beras merupakan makanan pokok sehari-hari untuk sekitar 250 juta penduduk. Konsumsi beras per kapita sebesar 139 kg per tahun mencerminkan permintaan tahunan kisaran 38,4 juta ton. Populasi Indonesia yang besar telah menciptakan pasar sehingga bisnis beras merupakan usaha yang menguntungkan di Indonesia. Sementara itu, Indonesia memproduksi kisaran 45 juta ton beras per tahun, sehingga menunjukkan posisi surplus pasokan. Di lain pihak, merujuk ke data BPS, Indonesia, selama empat tahun terakhir melaksanakan impor beras, pada ratarata 1,5 juta ton per tahun. Selain itu, kenaikan harga yang tiba-tiba (lihat grafik di bawah) telah menarik perhatian, seakan berlawanan dengan posisi surplus yang dialami. Posisi impor dan kenyataan kenaikan harga yang tiba-tiba menimbulkan beberapa pertanyaan dalam sektor strategis ini yang perlu di garis bawahi, yakni: 1) keabsahaan data konsumsi dan pasokan, 2) kemungkinan terjadinya struktur oligopoli yang bisa membentuk kartel di sektor ini. Sektor strategis ini, memerlukan lebih banyak perhatian dari pemerintah, menurut pandangan kami. Menyisihkan masalah di atas, kami berpendapat produsen beras dengan kapasitas tertentu bisa memetik manfaat dari iklim bisnis di sektor ini. Tiga Pilar Sejahtera Food (AISA), satu-satunya emiten produsen beras yang tercatat di BEI sejak 1997, tahun lalu mendapatkan 64% dari total pendapatan dari divisi beras. Selama periode , pendapatan dari divisi beras tumbuh sebesar CAGR 149% menjadi IDR3,3tr, dengan total laba bersih tumbuh sebesar 57% CAGR pada periode yang sama. Kinerja kuartal I-2015 juga positif, dengan total penjualan tumbuh 39% YoY ke IDR1,6tr, dan laba bersih 26% YoY ke IDR124miliar. Tahun lalu, AISA meningkatkan kapasitas produksi beras dua kali lipat menjadi 480,000 ton per tahun. AISA berada dalam posisi yang tepat untuk mendapatkan manfaat dari permintaan beras di Indonesia. Commodities Last Trade Chg (%) MoM YoY WTI Gold 1, Coal Palm Oil Rubber Nickel 12, Copper 5, Tin 15, Rice price trend JCI Index VS MSCI Emerging Markets (pt) JCI MSCI EM (pt) 1,200 5,500 4,500 1,000 3,500 05/13 02/14 11/ Source: Ministry of Trade, KDB Daewoo Securities Research
2 Local flashes TBIG: Kuartal kedua, tenant TBIG tumbuh 10%. PT Tower Bersama Infrastructure Tbk (TBIG) berusaha untuk terus meninggikan bisnis menaranya. Di kuartal kedua ini, jumlah tenant TBIG diperkirakan bertambah sekitar 385 unit. "Kuartal kedua lebih bagus. Kenaikannya di atas 10% dibanding kuartal pertama," ucap Direktur Keuangan TBIG Helmy Yusman Santoso. Pada kuartal pertama, TBIG memiliki 350 tenant. Dengan kenaikan di kuartal kedua, maka TBIG memiliki 735 tenant sampai akhir kuartal kedua. Dus, Helmy bilang TBIG menargetkan tenant hingga penghujung tahun. (Kontan) KIJA: Jababeka Bagi Dividen Rp 140 Miliar. PT Kawasan Industri Jababeka Tbk (KIJA) membagikan dividen senilai total Rp 140,28 miliar. Besaran tersebut terdiri dari dividen final saham sebesar Rp 112,28 miliar dan dividen interim tunai Rp 28 miliar. Sekretaris Perusahaan Jababeka Muljadi Suganda mengatakan rasio pembagian dividen final saham 237 banding lima. Dividen final saham tahun buku 2014 tersebut akan dibagikan pada 7 Agustus (Berita Satu) BMRI: Demi Efisiensi, Bank Mandiri Gencar Kembangkan Internet Banking. PT Bank Mandiri (Persero) Tbk gencar mengembangkan fasilitas internet banking demi efisiensi biaya operasional. Director of Technology & Operation Bank Mandiri Ogi Prastomiyono menuturkan biaya yang dikeluarkan perseroan dalam menyediakan layanan internet banking relatif lebih murah dibandingkan apabila bank harus menyediakan layanan kantor cabang maupun mesin anjungan tunai mandiri (ATM). (Bisnis Indonesia) CSAP: Catur Sentosa Revisi Capex dan Target Pendapatan. Emiten distribusi bahan bangunan, kimia, dan consumer goods serta ritel modern, PT Catur Sentosa Adiprana Tbk (CSAP) membidik pertumbuhan pendapatan pada tahun ini hanya 5 persen menjadi Rp 7,5 triliun. Target ini direvisi dari sebelumnya 18 persen kenaikan pendapatan. "Daya beli masyarakat menurun, itu terlihat dari pertumbuhan penjualan turun, jadi kita lebih hati-hati," kata Corporate Secretary CSAP Idrus H Widjajakusuma. (Berita Satu) SRIL: Sritex Incar Penjualan Hingga US$ 672 Juta pada Perusahaan tekstil asal Solo, PT Sri Rejeki Isman Tbk (Sritex) memasang target nilai penjualan kotor di kisaran US$ 641-US$ 672 juta pada Pada tahun ini, perusahaan pembuat seragam pasukan North Atlantic Treaty Organization (NATO) tersebut membidik penjualan kotor senilai US$ 594 juta-us$ 611 juta. Sekretaris Perusahaan Sritex Welly Salam mengungkapkan, pada tahun ini perseroan membidik laba komprehensif bersih senilai US$ 49-US$ 52 juta. Sementara, pada 2016 Sritex menargetkan laba komprehensif bersih di kisaran US$ 55 juta-us$ 59 juta. (CNN Indonesia) ANJT: Austindo Nusantara Jaya Resmi Lebur dengan Pusaka Agro. PT Austindo Nusantara Jaya Tbk. (ANJT) remsi merger dengan anak usahanya, PT Pusaka Agro Makmur sejak 23 Juni 2015, sekaligus mengubah kegiatan usaha utama perseroan. Sekretaris Perusahaan Austindo Nusantara Jaya Naga Waskita mengatakan penggabungan kedua perusahaan itu telah mendapat restu dalam rapat umum pemegang saham luar biasa (RUPSLB) pada 22 Juni 2015 dan mengantongi persetujuan perubahan anggaran dasar dari Kementerian Hukum dan Ham. (Bisnis Indonesia) BBRI: Jajaki Penambahan Anak Usaha, BRI Bidik Peningkatan Fee Based Income. PT Bank Rakyat Indonesia (Persero) Tbk (BRI) membidik peningkatan pendapatan berbasis biaya (fee base income) terkait penjajakan akuisisi PT Asuransi Jiwa Bringin Sejahtera (BRIngin Life). Sampai saat ini perseroan masih memproses akusisi tersebut dari Dana Pensiun BRI. Terkait fee based income, pada kuartal I-2015 BRI membukukan pendapatan nonbunga sebesar Rp 1,7 triliun. Direktur Utama BRI Asmawi Syam mengatakan, ia belum dapat menguraikan secara terperinci mengenai proses akusisi BRIngin Life. Namun, secara jangka panjang ia menyakini, penambahan anak usaha berupa perusahaan asuransi jiwa dapat berpotensi meningkatkan perolehan fee based income perseroan. (Berita Satu) 2
3 Technical analysis Recommendation Trading Close 4,954 Resistance 5,005 Support 4,935 Stop-Loss 4,825 View from the Charts Sepanjang perdagangan hari kemarin, IHSG bergerak datar ditengah minimnya sentiment positif lokal maupun global sekalipun berhasil membukukan 65.73mn saham diperdagangkan. Para pelaku pasar masih menantikan kepastian keputusan penyelesaian permasalahan utang Yunani. IHSG ditutup dengan mencatatkan kenaikan 0.4% di level 4,954, sedikit di atas retracement support 4,950. Akumulasi perburuan terhadap sejumlah saham property seperti BKSL, PWON, BEST, serta KIJA, mulai mewarnai pergerakan IHSG dalam rentang 4,938-4,973 dan mencoba menahan gejolak profit taking. Kondisi oversold stochastic yang cenderung lambat dari 27.4% pada perdagangan sebelumnya dan menjadi 31,2% serta pola doji candle yang terbentuk, mencerminkan bahwa pergerakan IHSG mulai dibayangi oleh aksi jual maupun ambil untung. Ditengah kondisi pasar dunia yang bervariasi, dimana bursa global tertekan akibat kebuntuan penyelesaian permasalahan Yuunani di Eropa, sementara regional relatif kondusif. Kami perkirakan IHSG akan kembali bergerak dalam kondisi yang serupa, dengan kecenderungan negatif selanjutnya mencoba dalam rentang 4,905-5,005. Chart 1. IHSG Daily Chart Chart 2. IHSG Intraday Chart Source: HOTS, Source: HOTS, 3
4 Stocks on our focus list Recommendation Trading Target Price 435 Close 419 Resistance 425 Support 414 Stop-Loss 410 PT Bekasi Fajar Industrial Estate, Tbk (BEST) Akumulasi kenaikan sebesar 11.4% sejak melalui technical rebound 19 Juni lalu, telah membawa BEST mendekati target harga terdekat IDR dari 5 indikator menunjukan BEST masih memiliki ruang untuk bergerak mencapai target harga tersebut, atau penetrasi resistensi IDR425, namun peluang tersebut akan diwarnai oleh tekanan pelemahan aksi ambil untung. Kami perkirakan BEST akan mencoba bergerak dalam rentang harga IDR Chart 3. BEST HOTS, 4
5 Recommendation Trading Target Price 275 Close 269 Resistance 272 Support 265 Stop-Loss 260 PT Kawasan Industri Jababeka, Tbk (KIJA) KIJA yang juga merupakan salah satu dari saham pada sektor property yang membukukan peningkatan 11.2%, dan telah mendorong harga KIJA mendekati retracement IDR273 ataupun resistensi IDR272 dengan ditutup pada harga IDR269 di perdagangan kemarin. Pada kondisi overbought stochastic 86.1%, perketat stop loss harga IDR260 untuk mengantisipasi gejolak aksi ambil untung dengan target support IDR248. Meskipun demikian PSAR, MA maupun arus distribusi pada MACD menunjukkan KIJA masih berpeluang untung melanjutkan penguatan mencapai target harga IDR275. Kami perkirakan KIJA pada hari ini akan mencoba bergerak pada rentang harga IDR Chart 4. KIJA HOTS, 5
6 Recommendation Take Profit Target Price 470 Close 455 Resistance 468 Support 450 Stop-Loss 440 PT Pakuwon Jati, Tbk (PWON) Setelah naik 16% sepanjang 7 candle termasuk penguatan 4.8% di IDR455 kemarin, animo serta power signal pada PWON mulai melemah. Kami melihat adanya potensi tekanan/koreksi pada saham tersebut dengan target support GAP bawah IDR Dengan demikian, apabila masih ada rally lanjutan pada perdagangan hari ini akan menjadi peluang untung akumulasi keuntungan. Kami perkirakan PWON akan bergerak mix negatif dalam rentang IDR Chart 5. PWON 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 3/25 4/8 4/22 5/6 5/20 6/3 6/17 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 -2.3 Relative D 1W 1M 1Y Chart 8. Foreigner s net purchase (EM) Chart 9. Energy price (USDmn) Day 5 Days ((USD/b) Brent (L) CPO(R) (USD) ,400 2,300 2,200 2, , Korea Taiwan Indonesia Thailand Philippines India Note: The latest figure for India is Jun, 23 th ; Source: Bloomberg, 40 3/15 4/15 4/15 5/15 5/15 6/15 6/15 Source: Bloomberg, 1,900 Chart 10. Non-ferrous metal price Chart 11. Precious metal price (D-3M=100) Copper Nickel Tin /15 4/15 5/15 6/15 Source: Bloomberg, Silver Gold Platinum /15 4/15 5/15 6/15 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 13, , Bank Mandiri Persero Tbk PT BMRI 9, , Bank Rakyat Indonesia Persero Tbk PT BBRI 10, , Bank Negara Indonesia Persero Tbk PT BBNI 5, , Bank Danamon Indonesia Tbk PT BDMN 4,390 42, Bank Tabungan Pensiunan Nasional Tbk PT BTPN 3,660 21, PROPERTY Surya Semesta Internusa Tbk PT SSIA 1,035 4, Ciputra Property Tbk PT CTRP 605 3, N/A Pakuwon Jati Tbk PT PWON , Alam Sutera Realty Tbk PT ASRI , Bumi Serpong Damai PT BSDE 1,805 34, CONSTRUCTION Total Bangun Persada Tbk PT TOTL 865 2, Adhi Karya Persero Tbk PT ADHI 2,150 3, Wijaya Karya Persero Tbk PT WIKA 2,700 16, Pembangunan Perumahan Persero Tbk PT PTPP 3,550 17, Waskita Karya Persero Tbk PT WSKT 1,625 22, RETAIL & CONSUMER Indofood Sukses Makmur Tbk PT INDF 6,900 60, Kalbe Farma Tbk PT KLBF 1,695 79, Mitra Adiperkasa Tbk PT MAPI 5,500 9, Unilever Indonesia Tbk PT UNVR 41, , Indofood CBP Sukses Makmur Tbk PT ICBP 12,850 74, Ramayana Lestari Sentosa Tbk PT RALS 710 5, Mayora Indah Tbk PT MYOR 25,200 22, Ace Hardware Indonesia Tbk PT ACES , Gudang Garam Tbk PT GGRM 45,300 87, Nippon Indosari Corpindo Tbk PT ROTI 1,145 5, AUTOMOTIVE Astra International Tbk PT ASII 6, , Indomobil Sukses Internasional Tbk PT IMAS 3,510 9, N/A Astra Otoparts Tbk PT AUTO 2,340 11, TELECOMMUNICATION Telekomunikasi Indonesia Persero Tbk PT TLKM 2, , XL Axiata Tbk PT EXCL 3,850 32, N/A Indosat Tbk PT ISAT 4,005 21, INFRASTRUCTURE Jasa Marga Persero Tbk PT JSMR 5,650 38, Tower Bersama Infrastructure Tbk PT TBIG 9,175 44, MINING Aneka Tambang Persero Tbk PT ANTM 715 6, N/A Timah Persero Tbk PT TINS 745 5, Tambang Batubara Bukit Asam Persero Tbk PTBA 9,025 20, CEMENT Indocement Tunggal Prakarsa Tbk PT INTP 21,000 77, Holcim Indonesia Tbk PT SMCB 1,525 11, Semen Indonesia Persero Tbk PT SMGR 12,300 72, 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, DUTI IJ , Mining 1, LPKR IJ , Basic-Industry MKPI IJ , Miscellaneous Industry 1, AKRA IJ , Consumer Goods 2, BHIT IJ 240 9, Property & Construction CPIN IJ , Infrastructure 1, SILO IJ , Finance BDMN IJ , Trade PWON IJ , Composite 4, AALI IJ , Source: Bloomberg Top 5 leading movers Top 5 lagging movers Name Chg (%) Close Name Chg (%) Close UNVR IJ ,400 BBRI IJ ,300 ASII IJ 1.8 6,950 BMRI IJ ,900 TLKM IJ 1.1 2,880 BBNI IJ ,500 KLBF IJ 3.4 1,695 MDIA IJ ,400 CPIN IJ 5.2 3,040 GGRM IJ ,300 Source: Bloomberg Economic Calendar Time Currency Detail Forecast Previous 2:00am EUR GfK German Consumer Climate :00am CHF SNB Chairman Jordan Speaks 6:00am GBP CBI Realized Sales Day 1 EUR EU Economic Summit 8:00am USD FOMC Member Tarullo Speaks 8:30am USD Unemployment Claims 271K 267K 8:30am USD Core PCE Price Index m/m 0.1% 0.1% 8:30am USD Personal Spending m/m 0.7% 0.0% 8:30am USD Personal Income m/m 0.6% 0.4% 9:45am USD FOMC Member Powell Speaks 9:45am USD Flash Services PMI :30am USD Natural Gas Storage 79B 89B 12:10pm CAD Gov Council Member Schembri Speaks 6:45pm NZD Trade Balance -50M 123M 7:30pm JPY Household Spending y/y 3.5% -1.3% 7:30pm JPY Tokyo Core CPI y/y 0.1% 0.2% 7:30pm JPY National Core CPI y/y 0.0% 0.3% 7:30pm JPY Unemployment Rate 3.3% 3.3% 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 purpo sed 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 l iability (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. 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 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
Lebih terperinciEmbun Pagi. October 29, TLKM 9M14 Result and FY14F. (pt) 6,000 JCI MSCI EM. (pt) 1,200 1,000 5,000 4, /13 01/14 10/14 3,000
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 5,001.3-0.5-2.3
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 terperinciEmbun Pagi. Jul 30, For subscription of our Daily Focus, please contact us at Private consumption an area of focus
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 4,721.1 0.1-4.0-7.4 MSCI
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 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. July 25, Uang beredar dan lebaran
Embun Pagi Market Index Last Trade Chg (%) MoM YoY JCI 5,098.6 0.1 5.3 9.0 MSCI EM 1,080.9 0.3 2.8 11.5 HANG SENG 24,141.5 0.7 4.8 9.5 KOSPI 2,026.6-0.1 2.3 6.1 FTSE 6,821.5 0.3 0.2 2.7 DJIA 17,083.8 0.0
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 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. February 17, Aiming to be Indonesia s #1 multi-format retailer
February 17, 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
Lebih terperinciR i Danareksa Research Institute
MARKET SCREEN, 22 JUNI 2015 R i Danareksa Research Institute Prediksi periode minor (1-5 hari): Menguat Prediksi periode intraday: Sideways menguat Level support-resistance: 4,947.8-5,007.2 Saham yang
Lebih terperinciEmbun Pagi. March 17, For subscription of our Daily Focus, please contact us at Maintaining Conservative
March 17, 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 5,435.3
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. 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 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. 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. 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. 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. 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. Maret 6, Steady record with conservative play
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 5,450.9 0.1 2.0
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. 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 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. 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 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 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. Jun 29, For subscription of our Daily Focus, please contact us at
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 4,923.0 0.1-5.7 1.5 MSCI EM 980.6-0.8-1.6-5.5
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. 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 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 terperinciPENGHARGAAN DI TAHUN 2008
PENGHARGAAN DI TAHUN 2008 Investor Award 2008 Pada bulan Mei 2008 SG memperoleh penghargaan Investor Awards, The Best Listed Companies 2008 khusus di sektor Industri Dasar dan Primer. Indonesia Property
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. 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 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
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. 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 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. 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 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. Jul 06, For subscription of our Daily Focus, please contact us at The new green friend in town
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 4,982.9 0.8-3.1 0.8 MSCI EM 964.3-0.7-1.1-8.6
Lebih terperinciEmbun Pagi. Maret 9, Consumption booster
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 JCI 5,514.8 1.2 1.9 16.3 MSCI EM 971.2-0.3 0.2 0.8 HANG
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. Jul 08, For subscription of our Daily Focus, please contact us at The best time is yet to come
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 4,906.1-0.2-2.0-2.1 MSCI
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 terperinciBIRD TECHNICAL. (MNC Research Division) Rabu, 27 Juli United Tractor (UNTR) IDX-Composite. Telekomunikasi Indonesia (Persero) Tbk.
(MNC Research Division) Rabu, 27 Juli 2016 IDX-Composite United Tractor (UNTR) IDX Composite 5,187-5,272 Pola Evening Doji Star diarea OVERBOUGHT terbentuk atas IDX mengindikasikan melambatnya aksi beli
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. 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. 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. 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. 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 26, MNCN: The leader is back
February 26, 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 5,445.1
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. 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. 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 terperinciEmbun Pagi. April 01, PTPP: Beneficiary of a favorable industry outlook. Industry view: We prefer builders over developers
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 5,518.7 1.5-0.2
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
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Lebih terperinciBIRD TECHNICAL. (MNC Research Division) Selasa, 12 Juli United Tractor (UNTR) IDX-Composite. Telekomunikasi Indonesia (Persero) Tbk.
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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. 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 terperinciOktober 27, [Trend Focus] Implementation of rice price ceilings
Mangesti Diah Sulistiani +62-21-515-1140 mangesti@miraeasset.co.id To subscribe to our Daily Focus, please contact us at research@miraeasset.co.id Market Index Last Trade Chg (%) MoM YoY JCI 5,995.8-0.5
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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 terperinciBIRD TECHNICAL. (MNC Research Division) Jumat, 29 Juli United Tractor (UNTR) IDX-Composite. Telekomunikasi Indonesia (Persero) Tbk.
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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 01, For subscription of our Daily Focus, please contact us at Finding positive amidst negative catalyst
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 4,910.7 0.6-6.4 0.0 MSCI
Lebih terperinciEmbun Pagi. April 12, Back to the big leagues? To subscribe to our Daily Focus, please contact us at
Taye Shim +62-21-515-3281 taye.shim@dwsec.com To subscribe to our Daily Focus, please contact us at research@dwsec-id.com Market Index Last Trade Chg (%) MoM YoY JCI 4,787.0-1.2 0.7-11.7 MSCI Indonesia
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