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1 Mimi Halimin For subscription of our Daily Focus, please contact us at Market Index Last Trade Chg (%) MoM YoY JCI 4, 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 The best time is yet to come Tampaknya tahun 2015 masih menjadi tahun yang penuh tantangan bagi pemain poultry. Harga DOC yang masih lemah dan juga melemahnya Rupiah masih membebani sektor ini. Salah satu listed company di sektor ini adalah PT Charoen Pokphand Indonesia Tbk (CPIN). As of 6 Juli, harga saham CPIN sudah turun 24,5% YTD (vs. JCI -5.9%) YTD. Meskipun harga saham sudah menurun tajam, kami belum melihat adanya pemulihan yang signifikan karena beberapa alasan di bawah ini. Kinerja keuangan 1Q15 CPIN tidak begitu menggembirakan. Meskipun pendapatan naik 12,1% YOY, HPP juga naik 11,5%. Laba untuk periode berjalan turun c.34.8% YOY. Segmen usaha CPIN terdiri dari feed (c.75.4% dari 1Q15 revenue), DOC (c.12.3% dari 1Q15 revenue), ayam olahan (c.9.7% dari 1Q15 revenue) dan lain-lain (c.2.7% dari 1Q15 revenue). Karena kontribusi segmen DOC tergolong kecil dibandingkan dengan segmen feed, kami berpendapat bahwa melemahnya harga DOC bukan faktor utama yang menyebabkan discouraging CPIN financial report. Beban besar berasal dari biaya operasional lainnya yang naik 7,107.9% YOY menjadi IDR320.2bn karena rugi selisih kurs dan beban keuangan yang naik 93% menjadi IDR122.9bn karena meningkatnya bank loans interest expenses. Per tanggal 31 Maret 2015 CPIN memiliki bank loans IDR7.5tr dimana sekitar c.51% dalam USD. Oleh karena itu, permasalahan CPIN adalah melemahnya rupiah yang masih menghantui kita sampai sekarang. Diversification through new business: Still a long way to go. Melengkapi bisnis makanan CPIN (ayam olahan), tahun ini, CPIN mulai memasuki bisnis minuman melalui "Fiesta White Tea". CPIN akan membangun pabrik teh senilai IDR400bn di Modern Cikande Industrial Estate, Banten. Pabrik ini diperkirakan akan selesai tahun depan. Kapasitas pabrik tersebut c.40k botol per jam. Saat ini, kami berpendapat bisnis baru ini masih infant dibandingkan dengan pemain lain di pasar. Commodities Last Trade Chg (%) MoM YoY WTI Gold 1, Coal Palm Oil Rubber Nickel 10, Copper 5, Tin 13, CPIN s share price vs. USD/IDR 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: Bloomberg, KDB Daewoo Securities Research
2 Local flashes BOLT: Pendapatan Garuda Metalindo Diprediksi Stagnan. Produsen berbagai jenis fasteners (mur dan baut) untuk kendaraan otomotif PT Garuda Metalindo Tbk (BOLT) memprediksi, sepanjang tahun ini pendapatannya akan meningkat sedikit dibanding tahun 2014 di kisaran Rp 900 miliar hingga Rp 1 triliun. Kebijakan Bank Indonesia (BI) yang menurunkan batasan uang muka (DP) untuk kendaraan bermotor disinyalir belum terlalu membantu kinerja perseroan. "Kebijakan pemerintah untuk turunkan DP motor dan mobil hal itu sangat positif bagi kami komponen suplai. Sampai akhir tahun akan terjadi relaksasi positif meski tidak signifikan," ujar Presiden Direktur Garuda Metalindo Hendra Widjaja. (Berita Satu) UNTR: Bangun power plant, UNTR beri utang ke anak usaha. PT United Tractors Tbk (UNTR) makin serius untuk masuk ke bisnis pembangkit listrik. Perseroan bakal menggarap satu pembangkit listrik melalui cucu usahaya, PT Energia Prima Nusantara (EPN). Saham EPN dikendalikan oleh anak usaha UNTR, PT Pamapersada Nusantara (PAMA). Demi memuluskan ekspansi di bisnis ini, PAMA akan memberikan fasilitas pinjaman kepada EPN senilai US$ 47,5 juta. (Kontan) MYRX: Hanson akan private placement senilai US$ 250 juta. PT Hanson International Tbk (MYRX) berencana menerbitkan saham baru tanpa hak memesan efek terlebih dahulu (non HMETD) atau private placement. Manajemen perseroan menargetkan bisa menerbitkan saham baru sebesar 30%-35% atau senilai US$ 200 juta - US$ 250 juta diparuh kedua tahun ini. Presiden Direktur MYRX, Benny Tjokrosaputro mengatakan saat ini proses private placement tengah berjalan dan baru dalam tahap awal. Perseroan pun telah menunjuk Credit Suisse dalam rencana private placement ini. Diharapkan proses private placement ini segera rampung dalam waktu dekat. (Kontan) PWON: Pakuwon belum akan ubah target walau LTV dilonggarkan. Sepanjang semester I 2015, PT Pakuwon Jati Tbk (PWON) berhasil merealisasikan target marketing sales sebesar 58,8%, atau senilai Rp 2 triliun. Kendati lebih dari separuh target telah terlampaui dan adanya sentimen positif dari aturan pelonggaran LTV, emiten properti ini belum berencana merevisi target. Data penjualan properti PWON pada tahun 2014 dengan menggunakan fasilitas KPR cukup besar yakni mencapai 25%. Dengan angka tersebut tentu dampak pelonggaran LTV akan berpengaruh besar terhadap penjualan perseroan. Apalagi ditambah dengan sentimen positif rencana dibukanya keran kepemilikan properti bagi asing. (Kontan) APLN: Penjualan lesu, realisasi capex APLN masih minim. Pada semester I 2015, serapan belanja modal PT Agung Podomoro Land Tbk (APLN) belum mencapai 50% dari target Rp 6,5 triliun- Rp 7,5 triliun. Wibisono, Investor relation APLN mengatakan, minimnya serapan capex lantaran penjualan selama kuartal I tidak sesuai harapan. "Angka pastinya belum keluar tapi tidak sampai 50%," kata Wibisono. (Kontan) AISA: Ekspansi kelapa sawit, AISA siapkan Rp 237 miliar. PT Tiga Pilar Sejahtera Food Tbk (AISA) memacu pertumbuhan bisnis perkebunan kelapa sawit. AISA menyiapkan Rp 237 miliar untuk belanja modal anak usahanya yang bergerak di bidang tersebut, PT Golden Plantation Tbk (GOLL). Desilina, Sekretaris Perusahaan AISA mengatakan, dana itu akan digunakan untuk ekspansi organik penanaman lahan baru sekitar hektare (ha). "Selain itu, juga untuk perawatan dan mengembangkan aset perkebunan yang sudah tertanam," ujar Desi. (Kontan) WSKT: Hingga Juni, kontrak baru Waskita capai Rp 9,9 Triliun. Rencana PT Waskita Karya (Persero) Tbk (WSKT) untuk merevisi kinerjanya sepertinya semakin dekat dengan realisasi. Hal ini bisa dilihat dari perolehan kontrak baru hingga Juni lalu. Antonius Yulianto, Corporate Secretary Waskita menjelaskan, hingga Juni lalu kontrak baru yang diperoleh sebesar Rp 9,9 triliun. Angka ini naik 39% dibanding realisasi pada periode yang sama tahun sebelumnya, Rp 7,1 triliun. (Kontan) 2
3 Technical analysis Recommendation Trading Close 4,906 Resistance 4,950 Support 4,890 Stop-Loss 4,820 View from the Charts Aksi perburuan terhadap beberapa saham sektor property; WSKT, ASRI, PPRO, ADHI, WIKA yang pada akhirnya mampu menahan laju tekanan pelemahan pada IHSG untuk tidak melakukan penetrasi trend support 4,885-,4890 dari Ascending Triangle yang terbentuk sejak 16 Juni lalu. Sektor tersebut merupakan salah satu selain sektor perdagangan, yang membukukan kenaikan hingga 1.4% dan 0.3% Volatilitas pergerakan IHSG melebar hingga 0.31%, sebelum akhirnya terkoreksi 0.21% dan ditutup pada batas support 4, Pada perdagangan kemarin, investor asing kembali membukukan nilai penjualan bersih sebesar IDR140bn di seluruh papan perdagangan. Dimana total nilai transaksi yang terjadi tercatat sebesar IDR4.09tr dari 4.5tr saham yang diperdagangkan, 14% lebih rendah dari jumlah saham yang diperdagangkan hari sebelumnya. Dalam kondisi normal, IHSG pada perdagangan esok hari diperkirakan akan mencoba bergerak dalam rentang yang serupa 4,910-4,950. Perketat stop-loss 4,880-4,885 apabila IHSG gagal bertahan pada trend support 4,910, untuk mengantisipasi potensi tekanan hingga ke level 4,740. 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 590 Close 565 Resistance 575 Support 550 Stop-Loss 550 PT Alam Sutera Realty, Tbk (ASRI) Bargain hunting pada saham sektor properti, juga menyentuh ASRI yang bergerak menguat 2.7% kemarin dan ditutup pada level harga IDR565. Serta merta menempatkan posisi ASRI pada oversold 42.9%, melonjak dari sisi terendah stochasticnya. Diharapkan mampu mendorong ASRI bergerak positif untuk selanjutnya mencoba menutup celah IDR , serta menunda pembentukan dead-cross MA(5,20) pada area distribusi positif MACD. Kami perkirakan ASRI akan mencoba bergerak mix-positif dalam rentang harga IDR Chart 3. ASRI HOTS, 4
5 Recommendation Trading Target Price 11,900 Close 11,625 Resistance 11,750 Support 11,525 Stop-Loss 11,525 PT Semen Indonesia(Persero), Tbk (SMGR) Bargain hunting juga mewarnai pergerakan SMGR pada perdagangan kemarin, dimana tercermin dengan adanya eskalasi akumulasi jumlah saham sebesar 89% ataupun total 202% sejak tekanan pelemahan yang menyisakan celah resisten di awal pekan kemarin. Area distribusi positif MACD, serta celah lebar pada stochastic dan Bollinger band, diharapkan dapat mendorong SMGR bergerak positif menutup celah IDR12,100-12,175. Kami perkirakan SMGR akan mencoba bergerak dalam rentang IDR11,600-11,900. Chart 4. SMGR HOTS, 5
6 Recommendation Trading Target Price 1,750 Close 1,720 Resistance 1,750 Support 1,680 Stop-Loss 1,650 PT Waskita Karya(Persero), Tbk (WSKT) Pada perdagangan kemarin, WSKT merupakan salah satu saham pada sektor property yang mengalami kenaikan harga cukup tinggi, yaitu sebesar 6.2% dan ditutup pada level harga IDR1,720 melampaui downtrend resistensinya di level harga IDR1,650. Hal tersebut juga mendorong posisi overbought 66.7%nya kembali menyentuh puncak stochastic. Secara umum WSKT masih berpeluang untuk melanjutkan penguatan menuju retracement IDR1,750nya dan mencoba bergerak dalam rentang IDR1,700-1,750. Chart 5. WSKT 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 4/7 4/21 5/5 5/19 6/2 6/16 6/30 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 10.3 Chart 8. Foreigner s net purchase (EM) Chart 9. Energy price (USDmn) Day 5 Days ((USD/b) Brent (L) CPO(R) (USD) 70 2,400 2, Note: The latest figure for India is Jul, 06 th ; Source: Bloomberg, Korea Taiwan Indonesia Thailand Philippines India /15 4/15 5/15 5/15 6/15 6/15 6/15 Source: Bloomberg, 2,200 2,100 2,000 1,900 Chart 10. Non-ferrous metal price Chart 11. Precious metal price (D-3M=100) Copper Nickel Tin /15 5/15 6/15 7/15 Source: Bloomberg, Silver Gold Platinum /15 5/15 6/15 7/15 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 10, , Bank Rakyat Indonesia Persero Tbk PT BBRI 10, , Bank Negara Indonesia Persero Tbk PT BBNI 5, , Bank Danamon Indonesia Tbk PT BDMN 4,220 40, Bank Tabungan Pensiunan Nasional Tbk PT BTPN 3,440 20, PROPERTY Surya Semesta Internusa Tbk PT SSIA 940 4, Ciputra Property Tbk PT CTRP 570 3, N/A Pakuwon Jati Tbk PT PWON , Alam Sutera Realty Tbk PT ASRI , Bumi Serpong Damai PT BSDE 1,700 32, CONSTRUCTION Total Bangun Persada Tbk PT TOTL 890 3, Adhi Karya Persero Tbk PT ADHI 2,305 4, Wijaya Karya Persero Tbk PT WIKA 2,975 18, Pembangunan Perumahan Persero Tbk PT PTPP 3,880 18, Waskita Karya Persero Tbk PT WSKT 1,720 24, RETAIL & CONSUMER Indofood Sukses Makmur Tbk PT INDF 6,575 57, Kalbe Farma Tbk PT KLBF 1,650 77, Mitra Adiperkasa Tbk PT MAPI 5,250 8, Unilever Indonesia Tbk PT UNVR 40, , Indofood CBP Sukses Makmur Tbk PT ICBP 12,100 70, Ramayana Lestari Sentosa Tbk PT RALS 675 4, Mayora Indah Tbk PT MYOR 25,475 22, Ace Hardware Indonesia Tbk PT ACES , Gudang Garam Tbk PT GGRM 46,650 89, Nippon Indosari Corpindo Tbk PT ROTI 1,160 5, AUTOMOTIVE Astra International Tbk PT ASII 6, , Indomobil Sukses Internasional Tbk PT IMAS 3,510 9, N/A Astra Otoparts Tbk PT AUTO 2,350 11, TELECOMMUNICATION Telekomunikasi Indonesia Persero Tbk PT TLKM 2, , XL Axiata Tbk PT EXCL 3,265 27, N/A Indosat Tbk PT ISAT 4,000 21, INFRASTRUCTURE Jasa Marga Persero Tbk PT JSMR 6,000 40, Tower Bersama Infrastructure Tbk PT TBIG 8,950 42, MINING Aneka Tambang Persero Tbk PT ANTM 655 6, N/A Timah Persero Tbk PT TINS 665 4, Tambang Batubara Bukit Asam Persero Tbk PTBA 7,975 18, CEMENT Indocement Tunggal Prakarsa Tbk PT INTP 21,175 77, Holcim Indonesia Tbk PT SMCB 1,500 11, Semen Indonesia Persero Tbk PT SMGR 11,625 68, 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, MLPL IJ 680 6, Mining 1, SRIL IJ 389 7, Basic-Industry WSKT IJ , Miscellaneous Industry 1, SMRA IJ , Consumer Goods 2, PTPP IJ , Property & Construction WIKA IJ , Infrastructure 1, JKON IJ , Finance AMRT IJ , Trade KAEF IJ , Composite 4, MSKY IJ , Source: Bloomberg Top 5 leading movers Top 5 lagging movers Name Chg (%) Close Name Chg (%) Close BMRI IJ ,150 BBCA IJ ,200 BBNI IJ 1.8 5,550 TLKM IJ ,870 BBRI IJ ,475 ASII IJ ,900 SMRA IJ 5.7 1,775 UNVR IJ ,250 WSKT IJ 6.2 1,720 SMGR IJ ,625 Source: Bloomberg Economic Calendar Time Currency Detail Forecast Previous 1:00am JPY Economy Watchers Sentiment :00am GBP Halifax HPI m/m 0.2% -0.1% 5:30am GBP FPC Meeting Minutes All Day EUR Eurogroup Meetings 7:30am GBP Annual Budget Release 8:30am CAD Building Permits m/m -5.2% 11.6% 10:30am USD Crude Oil Inventories -0.6M 2.4M 1:01pm USD 10-y Bond Auction :00pm USD FOMC Meeting Minutes 2:00pm USD FOMC Member Williams Speaks 3:00pm USD Consumer Credit m/m 18.5B 20.5B 7:01pm GBP RICS House Price Balance 37% 34% 7:50pm JPY Core Machinery Orders m/m -4.8% 3.8% 7:50pm JPY M2 Money Stock y/y 4.0% 4.0% 9:30pm AUD Employment Change -2.1K 42.0K 9:30pm AUD Unemployment Rate 6.1% 6.0% 9:30pm CNY CPI y/y 1.3% 1.2% 9:30pm CNY PPI y/y -4.6% -4.6% 11:45pm JPY 30-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 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 9
10 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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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 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. 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 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. 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. 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 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 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 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 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 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 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. 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 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. 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 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 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 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. 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 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. 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. 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. 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. 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. 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. 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 terperinciPerkembangan Hari Ini
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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 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. Jun 26, For subscription of our Daily Focus, please contact us at
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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. 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. 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. 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. 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. Jun 25, For subscription of our Daily Focus, please contact us at
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 4,953.5 0.3-6.6 2.0 MSCI
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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. 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. 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 terperinciBIRD TECHNICAL. (MNC Research Division) Rabu, 27 Juli United Tractor (UNTR) IDX-Composite. Telekomunikasi Indonesia (Persero) Tbk.
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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. 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 06, Drawing our attention
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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 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. 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. 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 terperinciNovember 2016 Highlight 5/2016. Pertumbuhan Harga Properti Residential Masih Lambat
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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. 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 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 terperinciSMF Highlight PASAR PEMBIAYAAN PERUMAHAN 2016 : MELAMBAT. Februari 2017 Highlight 2/2017
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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 terperinciDaily Trading Idea 4.609,79 IHSG. Speculative Buy. AALI Rp Trading Buy. CNKO Rp 390
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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 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
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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
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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. 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. June 26, Stable income for stable growth
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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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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. 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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