Embun Pagi. June 27, The infrastructures specialist
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- Hartono Tedjo
- 6 tahun lalu
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1 Embun Pagi Market Index Last Trade Chg (%) MoM YoY JCI 4, MSCI EM 1, HANG SENG 23, KOSPI 1, FTSE 6, DJIA 16, NASDAQ 4, Key Rates Last Trade Chg (bps) MoM YoY Policy Rate yr yr FX Last Trade Chg (%) MoM YoY USD/IDR 12, USD/KRW 1, USD/JPY USD/CNY Commodities Last Trade Chg (%) MoM YoY WTI Gold 1, Coal Palm Oil Rubber Nickel 18, Copper 6, Tin 22, JCI Index VS MSCI Emerging Markets (pt) 6,000 5,000 JCI MSCI EM (pt) 1,200 1,000 The infrastructures specialist Dalam beberapa tahun terakhir, pembangunan infrastruktur merupakan salah satu agenda yang penting bagi pemerintah untuk mendorong pertumbuhan ekonomi Indonesia. Pembangunan infrastruktur merupakan elemen penting dalam perekonomian mengingat banyaknya tenaga kerja yang diperlukan dalam pengembangan konstruksi, transportasi, pembangkit listrik, telekomunikasi, dan pipa gas. Proyek-proyek tersebut tentunya membutuhkan tenaga kerja yang cukup besar, sehingga dapat mendorong perekonomian melalui berkurangnya pengangguran dan pendapatan yang lebih tinggi. Namun, tantangan terbesar dalam pembangunan infrastruktur terdapat pada pendanaannya. Menurut Chatib Basri (Menteri Keuangan di Indonesia), untuk mencapai pertumbuhan ekonomi sebesar 9% pada tahun 2030, pemerintah membutuhkan sekitar Rp1.500 triliun untuk membangun infrastruktur. Akan tetapi, pemerintah hanya dapat mendanai 15% dari total biaya infrastruktur. Menurut pandangan kami, Bank Negara Indonesia (BBNI) akan menjadi salah satu perusahaan yang diuntungkan dari pembangunan infrastruktur. Hal ini dikarenakan pemerintah akan meminjam uang dari BBNI untuk pendanaan infrastruktur. Sebagai informasi, BBNI didirikan pada tahun 1946 sebagai bank milik negara pertama di Indonesia. Saat ini, BBNI adalah bank ke-4 terbesar, diukur dari kapitalisasi pasar dan total asetnya. Jika kita melihat profil pinjaman yang diberikan BBNI, 74,6% berasal dari bisnis, 20,4% dari konsumen, dan 5,0% dari anak perusahaan. Kami juga mencatat bahwa BBNI berinisiatif menjadi pelopor pembiayaan MP3EI yang berfokus pada infrastruktur, pangan, dan energi. Kedepannya, BBNI didiharapkan dapat aktif dalam mendukung pengembangan proyek-proyek infrastruktur. Saat ini, BBNI diperdagangkan pada 1,6x forward P/B, lebih rendah dari bank-bank BUMN lainnya (vs. Bank Rakyat Indonesia (2,6x) dan Bank Mandiri (2,3x). Setelah pemilu, kami melihat potensi kenaikan yang lebih tinggi untuk BBNI. BBNI s financial performances (IDRbn) 30,000 25,000 20,000 Net Revenue (R) Operating Income (L) 18,072 20,797 23,905 William Kaharudin (IDRbn) Net Revenue After Provisions (L) Net Income (L) 28,499 30,000 25,000 20,000 4, ,000 13,516 15,043 15,000 3, /12 09/13 06/14 10,000 10,000 5,000 5, Source: Company Data, 0
2 Local flashes BAJA: Penjualan Bajatama Tembus Rp 600 Miliar. Produsen baja lapis, PT Saranacentral Bajatama Tbk (BAJA) mencatatkan penjualan sebesar Rp 600 miliar hingga akhir bulan Mei Hingga akhir tahun 2014, perseroan menargetkan penjualan Rp 1,2 triliun. Penjualan dalam negeri sangat menjanjikan. Kami menekan ekspor saat ini, ujar Direktur Utama Saranacentral Handaja Susanto usai rapat umum pemegang saham tahunan (RUPST) di Jakarta, Kamis (26/5). (Berita Satu) MDIA: MDIA bagi dividen Rp 39,2 miliar. Baru melantai di Bursa Efek Indonesia (BEI) tahun ini, PT Intermedia Capital Tbk (MDIA) perdana membagi dividen sebagai perusahaan terbuka. Dari raihan laba bersih tahun 2013, MDIA menebar 32,9% atau Rp 39,2 miliar kepada para pemegang sahamnya. Adapun, dividen tersebut memiliki nilai Rp 10 per saham. Sepanjang 2013, MDIA meraih laba Rp 119 miliar. Angka tersebut melonjak 173,6% dari Rp 43,5 miliar di tahun Kemudian, pendapatan usaha yang dibukukan naik 36,8% dari Rp 610,8 miliar menjadi Rp 835,5 miliar. (Kontan) EXCL: XL Axiata Akan Jual Saham Rp 1,2 Triliun. PT XL Axiata Tbk (EXCL) akan menjual sebanyak 231,1 juta (2,7 persen) saham hasil pembelian kembali (buyback). Perseroan menargetkan perolehan dana minimal sebesar Rp 1,22 triliun. XL Axiata menunjuk PT Mandiri Sekuritas sebagai pelaksana penjualan saham perseroan. Penjualan akan dilakukan melalui perdagangan di Bursa Efek Indonesia (BEI) dalam dua pekan mendatang. (Investor Daily) MDRN: Modern Internasional Private Placement Rp 273 Miliar untuk Ekspansi Anak Usaha. PT Modern Internasional Tbk (MDRN), emiten ritel, berencana melakukan penambahan modal tanpa hak memesan efek terlebih dahulu (PMT-HMETD) atau private placement dengan menerbitkan 415 juta saham baru senilai Rp 273 miliar. Menurut direksi perseroan, dana perolehan penerbitan saham tersebut akan digunakan untuk mendanai pengembangan bisnis convinience store yang dioperasikan anak usaha perseroan. (Indonesia Finance Today) PGAS: PGN Salurkan Gas Bumi ke Konsumen Industri di Lampung. PT Perusahaan Gas Negara (Persero) Tbk (PGN) menandatangani kontrak perjanjian jual beli gas dengan 14 industri di Lampung. Penyaluran gas yang berasal dari PGN FSRU Lampung ini akan dimulai pada Agustus Total pasokan gas bumi yang disalurkan PGN kepada 14 sektor industri di Lampung mencapai 1,3 juta meter kubik per hari. Pasokan gas PGN kepada sektor industri ini akan terus bertambah seiring dengan peningkatan kebutuhan gas dan berkembangnya industri di Lampung. (Kompas) SDRA: Bank Saudara Batal Terbitkan Obligasi. PT Bank Himpunan Saudara 1906 Tbk. (SDRA) tidak jadi menerbitkan obligasi Bank Saudara III dan obligasi Subordinasi Bank Saudara II tahun Hal itu tercantum dalam surat pembatalan kepada Bursa Efek Indonesia yang dipublikasikan pada hari ini. Namun, perseroan tidak menjelaskan lebih rinci alasan pembatalan tersebut. Kami telah membatalkan rencana emisi obligasi yang rencananya diterbitkan pada kuartal II/2014, paparnya dalam keterangan tertulis, Kamis (26/6/2014). (Bisnis) AISA: Anak Usaha Tiga Pilar Raih Pinjaman US$ 125 Juta. Emiten di sektor makanan PT Tiga Pilar Sejahtera Food Tbk (AISA), melalui anak usahanya di bidang perkebunan kelapa sawit PT Bumiraya Investindo meraih pinjaman sindikasi perbankan senilai US$ 125 juta atau setara Rp 1,5 triliun. Fasilitas ini didapat dari Rabobank, Bank Permata, Indonesia EXIM Bank dan RHB. Sekretaris Perusahaan Tiga Pilar Yulie Hadiwana menyatakan, dana sindikasi terdiri atas dua bagian. "Pertama, dalam bentuk term loan senilai US$ 100 juta. Kedua, revolving credit sebesar US$ 25 juta," papar Yulie usai acara penandatanganan Perjanjian Sindikasi Bumiraya Investindo di Jakarta, Selasa (26/6). (Berita Satu) 2
3 Technical analysis Recommendation Target price 4,895 Stop-loss 4,809 Close 4,872 Buy On Weakness Investor sentiment Penguatan perdagangan kemarin pada 30 menit terakhir dan berhasil ditutup pada level tertinggi memberikan sentiment positive untuk perdagangan hari ini. Indikator GC = Golden-cross DC = Dead-cross UP = Up DN = Down NM = Normal Stoch DN MACD DN PSAR DN Volume NM AC = Accumulation Dis = Distribution OB = Overbought OS = Oversold Daily chart Ada yang menarik pada perdagangan kemarin dimana IHSG mampu mengalami penguatan dan tutup pada level tertinggi hari itu, level penutupan kemarin juga telah mendekati level tertinggi hari sebelumnya pada level Pada chart 1 terlihat bahwa IHSG berada pada level cloud yang menandakan pertarungan antara bullish dan bearish. Rebound yang terjadi tepat berada level support cloud. Sehingga peluang penguatan lanjutan menuju resistance cloud dapat terjadi pada hari ini. 60 minutes chart Pada chart 2 terlihat semakin jelas bahwa trend channel bearish telah berhasil ditembus oleh IHSG, sekaligus menandakan breakout yang terjadi. Namun masih terdapat resistance cloud berikutnya pada garis biru, jika ini berhasil ditembus maka terbuka peluang kembali menguji level psikologis di Chart 1. Daily chart Chart minutes chart HOTS, Source: HOTS, 3
4 Stocks on our focus list Recommendation Trading Buy Target price 30,400 Stop-loss 29,500 Entry price Open Market Price Close 29,800 Indikator GC = Golden-cross DC = Dead-cross UP = Up Stoch GC MACD GC PSAR UP Volume UP AC = Accumulation Dis = Distribution OB = Overbought PT Unilever Indonesia Tbk (UNVR) Indikator MACD pada saham UNVR telah mengalami tekanan yang cukup lama dan berpeluang untuk kembali memasuki area bullish. Indikator stochastic juga memberikan sinyal uptrend, hal ini didukung oleh menguatnya volume perdagangan, sehingga hal ini cukup menyakinkan kami bahwa saham UNVR akan kembali melakukan penguatan pada perdagangan hari ini. Target merupakan target resistance triangle yang berada pada garis hijau, sedangkan posisi cloud masih mengirimkan sentimen bullish. DN = Down NM = Normal OS = Oversold Chart 3. UNVR HOTS, 4
5 Recommendation Trading Buy Target price 1,270 Stop-loss 1,190 Entry price Open Market Price Close 1,230 Indikator GC = Golden-cross DC = Dead-cross UP = Up Stoch UP MACD GC PSAR DN Volume UP AC = Accumulation Dis = Distribution OB = Overbought PT Express Transindo Utama Tbk (TAXI) Saham TAXI mempunyai pola kenaikan berulang. Pada chart 4, terlihat pola yang terjadi setiap akan mengalami penguatan lanjutan ataupun penurunan lanjutan, saham TAXI akan membuat kenaikan berturut atau dalam istilah candle pattern adalah three white soldier. Pola yang berulang ini membuat kita bisa mengambil strategi trading buy yang relative lebih mudah. Peluang menguji resistance cloud dapat terjadi pada hari ini. Setelah itu akan memasuki masa koreksi 1-2 hari dan akan kembali melanjutkan kenaikan mengingat indikator MACD telah mengirimkan sinyal bullish. DN = Down NM = Normal OS = Oversold Chart 4. TAXI HOTS, 5
6 Recommendation Trading Buy Target price 11,500 Stop-loss 10,650 Entry price Open Market Price Close 11,000 Indikator GC = Golden-cross DC = Dead-cross Stoch GC MACD DN PSAR DN Volume UP AC = Accumulation Dis = Distribution PT Bank Central Asia Tbk (BBCA) Berhasil ditutup pada level psikologis membuat peluang saham BBCA untuk kembali menguat pada perdagangan hari ini terbuka. Hal ini didukung oleh indikator stochastic yang telah melakukan goldencross serta volume perdagangan yang meningkat. Target merupakan target yang dapat dicapai mengingat saham BBCA telah melakukan rebound pada level support cloud. UP = Up DN = Down NM = Normal OB = Overbought OS = Oversold Chart 5. BBCA HOTS, 6
7 Chart 6. JCI Vs. IDR/USD (pt) JCI Composite Index (L) (IDR) 5,250 USD/IDR (R) 12,250 12,000 5,000 11,750 11,500 4,750 11,250 11,000 4,500 10,750 3/14 4/14 5/14 6/14 Source: Bloomberg, Chart 7. JCI performance (absolute vs. relative) (%, %p) Note: Relative to MSCI EM Index Source: Bloomberg, Absolute Relative D 1W 1M 1Y Chart 8. Foreigner s net purchase (EM) Chart 9. Oil price (USDmn) Day 5 Days (pt) WTI Brent Dubai Korea Taiwan Indonesia Thailand Philippines India /14 4/14 5/14 6/14 Note: The latest figure for India is June 24 th Source: Bloomberg, Source: Bloomberg, Chart 10. Non-ferrous metal price (pt) Copper Nickel Tin /14 4/14 5/14 6/14 Source: Bloomberg, Chart 11. Precious metal price (pt) Silver Gold Platinum /14 4/14 5/14 6/14 Source: Bloomberg, 7
8 Table 1. 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 FY13 FY14 FY13 FY14 FY13 FY14 Bank Central Asia Tbk PT BBCA 11, , Bank Mandiri Persero Tbk PT BMRI 9, , Bank Rakyat Indonesia Persero Tbk PT BBRI 10, , Bank Negara Indonesia Persero Tbk PT BBNI 4,790 89, Bank Danamon Indonesia Tbk PT BDMN 4,195 40, Bank Tabungan Pensiunan Nasional Tbk PT BTPN 4,245 24, PROPERTY Surya Semesta Internusa Tbk PT SSIA 660 3, Ciputra Property Tbk PT CTRP 710 4, Pakuwon Jati Tbk PT PWON , Alam Sutera Realty Tbk PT ASRI 437 8, Bumi Serpong Damai PT BSDE 1,470 27, CONSTRUCTION Total Bangun Persada Tbk PT TOTL 740 2, Adhi Karya Persero Tbk PT ADHI 2,725 4, Wijaya Karya Persero Tbk PT WIKA 2,180 13, Pembangunan Perumahan Persero Tbk PT PTPP 1,805 8, Waskita Karya Persero Tbk PT WSKT 675 6, RETAIL & CONSUMER Indofood Sukses Makmur Tbk PT INDF 6,825 59, Kalbe Farma Tbk PT KLBF 1,670 78, Mitra Adiperkasa Tbk PT MAPI 4,720 7, Unilever Indonesia Tbk PT UNVR 29, , Indofood CBP Sukses Makmur Tbk PT ICBP 10,000 58, Ramayana Lestari Sentosa Tbk PT RALS 1,185 8, Mayora Indah Tbk PT MYOR 29,325 26, Ace Hardware Indonesia Tbk PT ACES , Gudang Garam Tbk PT GGRM 52, , Nippon Indosari Corpindo Tbk PT ROTI 1,405 7, AUTOMOTIVE Astra International Tbk PT ASII 7, , Indomobil Sukses Internasional Tbk PT IMAS 4,800 13, Astra Otoparts Tbk PT AUTO 3,745 18, TELECOMMUNICATION Telekomunikasi Indonesia Persero Tbk PT TLKM 2, , XL Axiata Tbk PT EXCL 5,125 43, Indosat Tbk PT ISAT 3,765 20, INFRASTRUCTURE Jasa Marga Persero Tbk PT JSMR 6,000 40, Tower Bersama Infrastructure Tbk PT TBIG 8,100 38, MINING Aneka Tambang Persero Tbk PT ANTM 1,090 10, Timah Persero Tbk PT TINS 1,265 9, Tambang Batubara Bukit Asam Persero Tbk PTBA 10,550 24, CEMENT Indocement Tunggal Prakarsa Tbk PT INTP 22,600 83, Holcim Indonesia Tbk PT SMCB 2,610 20, Semen Indonesia Persero Tbk PT SMGR 15,100 89, 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, ADRO IJ 1,200 38, Mining 1, ARNA IJ 990 7, Basic-Industry EXCL IJ 5,125 43, Miscellaneous Industry 1, SMSM IJ 4,480 6, Consumer Goods 2, BBCA IJ 11, , Property & Construction GJTL IJ 1,770 6, Infrastructure 1, LSIP IJ 2,400 16, Finance SCMA IJ 3,435 50, Trade INVS IJ 1,640 16, Composite 4, PTBA IJ 10,550 24, Source: Bloomberg Top 5 leading movers Top 5 lagging movers Name Chg (%) Close Name Chg (%) Close BBCA IJ ,000 BYAN IJ ,450 PGAS IJ 1.9 5,500 ISAT IJ ,765 BMRI IJ 1.0 9,850 BBRI IJ ,050 EXCL IJ 4.6 5,125 AKRA IJ ,435 GGRM IJ ,975 BNII IJ Source: Bloomberg Economic Calendar Time Currency Detail Forecast Previous 6:30am JPY Household Spending y/y -1.9% -4.6% 6:30am JPY Tokyo Core CPI y/y 2.8% 2.8% 6:30am JPY National Core CPI y/y 3.4% 3.2% 6:30am JPY Unemployment Rate 3.6% 3.6% 6:50am JPY Retail Sales y/y -1.9% -4.3% 1:00pm EUR German Import Prices m/m 0.2% -0.3% All Day EUR German Prelim CPI m/m 0.2% -0.1% 1:45pm EUR French Consumer Spending m/m 0.3% -0.3% 2:00pm EUR Spanish Flash CPI y/y 0.3% 0.2% Tentative EUR Italian 10-y Bond Auction Day 2 EUR EU Economic Summit 8:55pm USD Revised UoM Consumer Sentiment :55pm USD Revised UoM Inflation Expectations 3.0% 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. 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. 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. 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 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. 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. 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 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 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. 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. 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 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 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 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. 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. 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. 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 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. 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 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 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. 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. 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. 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 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. 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. 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 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. 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. 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 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 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. 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. 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. 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 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. October 14, 2014
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 4,913.1-1.0-3.5
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. 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. 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. 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. 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 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 terperinciDaily Trading Idea 4.609,79 IHSG. Speculative Buy. AALI Rp Trading Buy. CNKO Rp 390
Daily Trading Idea IHSG 4.609,79 Resistance 2 : 4.637 Foreign Activity, Rp mil : Resistance 1 : 4.616 Reguler 619 Support 1 : 4.600 Negosiasi (227) Support 2 : 4.583 Total 392 Didukung tingginya akumulasi
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. April 25, Yang mulia? 2014 Tin vs. Nickel vs. INCO vs. TINS vs. ANTM relative performance
Embun Pagi Market Index Last Trade Chg (%) MoM YoY JCI 4,891.1 0.0 4.0-2.0 MSCI EM 1,004.5 0.1 5.2-1.4 HANG SENG 22,562.8 0.2 3.6 0.5 KOSPI 1,998.3-0.1 2.9 2.4 FTSE 6,703.0 0.4 2.4 3.8 DJIA 16,501.7 0.0
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 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. August 11, Mengapa Pasar Terkoreksi?
Embun Pagi Market Index Last Trade Chg (%) MoM YoY JCI 5,053.8-0.3 0.7 9.2 MSCI EM 1,045.5-0.5-0.7 10.5 HANG SENG 24,331.4-0.2 5.0 11.8 KOSPI 2,031.1 0.5 2.1 8.0 FTSE 6,567.4-0.5-1.4 0.2 DJIA 16,553.9
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. 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. 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 terperinciDaily Trading Idea 4.842,52 IHSG. Rp Speculative Buy BBNI. Trading Buy
27 Maret 2013 Daily Trading Idea 4.842,52 IHSG 4.886 Foreign Activity, Rp mil : 4.862 Reguler 292 4.799 Negosiasi 183 4.786 Total 475 Berlanjutnya pergerakan positif IHSG dengan membentuk rising gap, telah
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
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 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 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. 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
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) Selasa, 21 Juni United Tractor (UNTR) IDX-Composite. Semen Indonesia (Persero) Tbk.
(MNC Research Division) Selasa, 21 Juni 2016 IDX-Composite United Tractor (UNTR) IDX Composite 4,803-4,902 Pola Three Outside Up terbentuk atas IDX mengindikasikan berlanjutnya PENGUATAN dihari Selasa
Lebih terperinciEmbun Pagi. October 15, 2014
Embun Pagi Akhmad Nurcahyadi +62-21-515-1140 (ext141) 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
Lebih terperinciBIRD TECHNICAL. (MNC Research Division) Rabu, 24 Februari United Tractor (UNTR) IDX-Composite
(MNC Research Division) Rabu, 24 Februari 2016 IDX-Composite United Tractor (UNTR) IDX Composite 4,608-4,689 Pola Bearish Engulfing terbentuk atas IDX mengindikasikan berlanjutnya kejatuhan IDX dihari
Lebih terperinciBIRD TECHNICAL. (MNC Research Division) Selasa, 12 Juli United Tractor (UNTR) IDX-Composite. Telekomunikasi Indonesia (Persero) Tbk.
(MNC Research Division) Selasa, 12 Juli 2016 IDX-Composite United Tractor (UNTR) IDX Composite 5027-5111 Pola Bullish Separating Line terbentuk atas IDX mengindikasikan berlanjutnya penguatan terbatas
Lebih terperinciEmbun Pagi. October 27, 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 5,073.1-0.6-0.6 11.4
Lebih terperinciValue for money. Apple s earnings and share price trajectory 45,000. Net Income (L) Share price (R) 40,000 35,000 30,000 25,000 20,000 15,000 10,000
Embun Pagi Market Index Last Trade Chg (%) MoM YoY JCI 4,720.4 0.4 2.7-2.1 MSCI EM 953.9 0.9-1.4-6.9 HANG SENG 21,846.5 1.9-3.9-3.7 KOSPI 1,945.6 0.5-1.0-1.6 FTSE 6,520.4-0.6-4.5 2.6 DJIA 16,276.7-0.2
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. 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. 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. 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
Lebih terperinci