Penutupan Perubahan %Prb %Ytd P/E Americas INDU Index 18,547.30 17.88 0.10 6.44 17.86 SPX Index 2,186.90 4.26 0.20 6.99 20.50 CCMP Index 5,260.08 15.475 0.30 5.05 38.95 IBOV Index 58,020.04 238.8 0.41 33.84 158.48 EMEA UKX Index 6,868.51 39.97 0.59 10.03 56.93 CAC Index 4,421.45 31.51 0.72 (4.65) 22.60 RTSSTD Index 12,967.82 66.01 0.51 11.43 7.54 IBEX Index 8,580.90 112.9 1.33 (10.09) 21.32 FTSEMIB Index 16,778.05 408.91 2.50 (21.67) 3.88 AEX Index 452.18 4.55 1.02 2.34 44.32 SMI Index 8,201.61 43.76 0.54 (6.99) 28.79 Asia / Pacific NKY Index 16,638.89 141.53 0.86 (12.58) 20.67 HSI Index 22,998.93 1.02 0.00 4.95 11.95 SHCOMP Index 3,089.71 4.901 0.16 (12.70) 17.28 TWSE Index 9,030.93 49.12 0.55 8.31 16.50 KOSPI Index 2,048.84-1.09-0.05 4.46 16.57 JCI Index 5,417.14-10.035-0.18 17.94 27.45 SET Index 1,540.06 0.82 0.05 19.57 20.52 PCOMP Index 7,935.18-46.03-0.58 14.14 22.42 SENSEX Index 27,990.21 4.67 0.02 7.17 20.64 FSSTI Index 2,850.43 9.24 0.33 (1.12) 12.21 Deskripsi Terakhir Sebelumnya %Prb Kapitalisasi Pasar (IDR Triliun) 5,832.93 5,844.24-0.19 Volume Transaksi (Juta Saham) 5,934.00 6,479.05-8.41 Nilai Transaksi (IDR Juta) 6,014.00 5,094.97 18.04 Nilai/ saham (IDR) 1,013.48 786.38 28.88 Net Asing (IDR Juta) (163,179.00) 285,814.75-157.09 Komoditas Terakhir Sebelumnya %Prb Nikel/Nickel (US$/Ton) 10,265.00 10,265.00 0.00 Tembaga/Copper (US$/Ton) 4,710.00 4,748.50-0.81 Timah/Tins (US$/Ton) 18,700.00 18,540.00 0.86 Minyak/Oil (US$/BBL) (*) 47.65 47.05 1.28 Gas (US$/MMBTU) 2.37 2.36 0.39 Batu Bara/Coal (US$/Ton) (**) 67.10 68.15-1.54 Emas/Gold (USD/OZ) 1,337.29 1,337.57-0.02 CPO PALMROTT(USD/ton) 700.00 690.00 1.45 CPO MALAYSIA(RM/ton) 2,817.50 2,860.00-1.49 (*) WTI Cushing (**) McCloskey Newscatle ADR Stocks Bloomberg Terakhir % Konversi Terakhir (Rp) (US$) Prb (Rp) Saham Kode Last (US$) %Change Conv (Rp) Last (Rp) Telkom TLK US 63.01 0.21 20,802.28 4,220.00 Saham Pilihan Hari Ini Rekomendasi TP (Rp) Property and Real Estate Sector NEUTRAL - Infrastructure Sector OVERWEIGHT - Cement Sector NEUTRAL - Banking Sector NEUTRAL - Telecommunication Sector OVERWEIGHT - Tower (Telecommunication) Sector OVERWEIGHT - Oil & Gas Sector OVERWEIGHT - Metal Mining Sector NEUTRAL - Coal Mining Sector NEUTRAL - Palm Oil Sector NEUTRAL - Consumer Sector - FMCG NEUTRAL - Consumer Sector - Cigarette NEUTRAL - Pharmaceutical Sector OVERWEIGHT - Healthcare Sector OVERWEIGHT - Transportation Sector NEUTRAL - Automotive Sector NEUTRAL - Poultry Sector NEUTRAL - Crops Sector OVERWEIGHT - Fishery Sector OVERWEIGHT - Retail Sector NEUTRAL - PERKIRAAN PASAR HARI INI IHSG Berpotensi Menguat Indeks global bergerak rebound. Dow ditutup +0.1% ke level 18,547, S&P500 naik +0.2% ke level 2,186 diikuti Nasdaq yang juga menguat +0.3% ke level 5,260. Indeks penjualan rumah baru US mencatatkan kenaikan yang signifikan dari 592 ribu pada periode sebelumnya menjadi 654 ribu Juli 2016 didukung oleh promosi diskon harga. Pada bursa Eropa, indeks juga turut mencatatkan penutupan positif dengan rata-rata kenaikan hampir mencapai 1% didukung oleh data perekonomian Eropa yang menguat. Selain itu, efek Brexit yang belum menunjukkan dampak yang signifikan terhadap perekonomian turut menjadi sentimen. Untuk IHSG Selasa, indeks kembali melemah sepanjang perdagangan dengan penutupan turun sebesar -0.2% pada level 5,417 dengan net sell asing sebesar Rp163 miliar. Pelemahan terbesar terjadi pada sektor aneka industri yang turun - 2.3% sementara penguatan terbesar terjadi pada sektor konsumsi yang menguat sebesar +0.8%. Pada penutupan IHSG kemarin, nilai tukar US Dollar terhadap IDR sempat menguat hingga menyentuh posisi IDR 13,186 per USD. IHSG pada hari ini kami perkirakan berpotensi untuk menguat mengikuti pergerakan global serta akumulasi sektor-sektor yang telah turun dari awal pekan. Meski demikian, antisipasi fluktuasi seiring lonjakan harga minyak dunia akibat efek Iran yang bersedia membekukan produksi demi mendongkrak harga. USD juga masih menguat terhadap sebagian mata uang asing seiring ekspektasi pemulihan ekonomi US. Indeks hari ini diperkirakan akan bergerak pada rentang 5.380-5.450 dengan saham pilihan BBCA, ICBP, ASII, BSDE, PTPP, ADRO, INAF, TLKM. Analyst: Dessy Lapagu (dessy@bnisecurities.co.id) PERKEMBANGAN INDUSTRI / PERUSAHAAN PT PP (PTPP) Akan Laksanakan Rights Issue. BUY. Analyst: Maxi Liesyaputra.
Rabu, 24 Agustus 2016 RINGKASAN BERITA PT Aneka Gas Industri Tbk mengincar angka penjualan hingga akhir tahun ini dapat menembus Rp1,8 triliun. Sementara hingga paruh pertama tahun ini, penjualan perseroan sudah mencapai sekitar Rp800 miliar. PT Bank Mandiri Tbk (BMRI) kembali akan melakukan penawaran umum obligasi berkelanjutan I tahun 2016 dengan target dana yang akan dihimpun sebesar Rp14 triliun. PT XL Axiata Tbk (EXCL) masih mencatatkan kinerja yang cukup positif sampai dengan kuartal II tahun ini. Hal ini terlihat dari laba yang berhasil dibukukan oleh perseroan. PT Bukit Asam (Persero) Tbk (PTBA) menyampaikan, pihaknya berkomitmen untuk mengakuisisi 24% saham Ignite Resource Energy Ltd. Diharapkan, proses akuisisi ini akan selesai pada tahun ini juga. PT PP (Persero) Tbk (PTPP) menggelar Rapat Umum Pemegang Saham Luar Biasa (RUPSLB), yang memutuskan untuk melakukan peningkatan modal disetor melalui Penawaran Umum Terbatas I (PUT I) dengan penerbitan Hak Memesan Efek Terlebih Dahulu (HMETD) atau rights issue. PT Pelayaran Tempuran Mas Tbk (TMAS) mencatat pertumbuhan penjualan sebesar 5,34% pada semester I/2016. Perseroan mencatat penjualan dan pendapatan usaha senilai Rp833,94 miliar. Perolehan tersebut tumbuh 5,34% dibandingkan dengan periode yang sama tahun lalu. Sepanjang semester I/2016, PT Tiga Pilar Sejahtera Food Tbk (AISA) menorehkan pertumbuhan laba bersih sekitar 30,62%. Perseroan berhasil mengumpulkan laba yang dapat diatribusikan kepada pemilik entitas induk senilai Rp255,96 miliar. Perolehan tersebut naik 30,62% dibandingkan dengan laba di periode yang sama 2015 yakni senilai Rp195,96 miliar. PT Agung Podomoro Land Tbk (APLN) berencana melepas dua aset hotel lewat skema dana investasi real estat dengan nilai ditaksir Rp3,2 triliun. Aset hotel yang akan dijual ke manajer investasi adalah Pullman Hotel Jakarta Central Park dan Sofitel Nusa Dua Resort. (Sumber : www.iqplus.info) No Stock Top Value (IDR) 1 ASII IJ 643,205,400,000 2 TLKM IJ 563,447,600,000 3 BBRI IJ 430,426,600,000 4 BMRI IJ 301,605,400,000 5 BBCA IJ 234,870,800,000 No Stock Top Volume (Shares) 1 BEKS IJ 941,504,000.00 2 MYRX IJ 924,117,800.00 3 BKSL IJ 213,281,600.00 4 TMPO IJ 137,912,600.00 5 KIJA IJ 136,177,800.00 No Top Gainers % change 1 PICO IJ 34.05 2 NISP IJ 23.53 3 AKKU IJ 18.56 4 ASSA IJ 14.59 5 PLAS IJ 13.19 No Top Losers % change 1 MITI IJ -9.9 2 EXCL IJ -9.89 3 BEKS IJ -9.88 4 MSKY IJ -9.84 5 SUGI IJ -9.52 No Leading Mover % change 1 TLKM IJ 1.44 2 NISP IJ 23.53 3 KLBF IJ 5.52 4 HMSP IJ 0.75 5 MIKA IJ 4.60 No Lagging Mover % change 1 ASII IJ -2.41 2 BBRI IJ -2.53 3 EXCL IJ -9.89 4 BMRI IJ -0.88 5 SMGR IJ -3.36 6,000 5,500 5,000 4,500 4,000 14,990 12,310 9,630 6,950 3,500 4,270 3,000 1-Jan 11-Mar 20-May 29-Jul 7-Oct 16-Dec 24-Feb 5-May 14-Jul 1,590 Volume (RHS) (Bn Shares) JCI (LHS)
PT PP (PTPP) Akan Laksanakan Rights Issue Berita: PERKEMBANGAN INDUSTRI / PERUSAHAAN RUPSLB PTPP kemarin menyetujui rencana penambahan modal dengan hak memesan efek terlebih dahulu (HMETD) atau rights issue senilai Rp 4,,41 triliun, yang terdiri atas penyertaan modal negara (PMN) senilai Rp 2,25 triliun dan porsi investor publik Rp 2,16 triliun. Dana hasil rights issue akan digunakan untuk pengembangan kawasan industri, pelabuhan, pembangunan jalan tol, pembangkit listrik serta hunian untuk masyarakat berpenghasilan rendah. Selain itu PTPP menjajaki penggalangan dana eksternal melalui penerbitan perpetual capital securities atau surat utang berbunga abadi. Surat utang ini memiliki tingkat bunga dan pembayaran secara berkala tanpa batas waktu. Nilai emisi ditargetkan antara Rp 8 15 triliun sampai tahun 2020. Pandangan Analis: Rencana rights issue PTPP akan memperkuat ekuitas perseroan dengan sangat signifikan melalui perolehan dana Rp 4,41 triliun. Per Juni 2016 ekuitas perseroan mencapai Rp 4,65 triliun. Penambahan modal dalam jumlah yang sangat besar tersebut akan menambah kemampuan perseroan dalam mengerjakan proyek dengan skala yang lebih besar serta memberikan ruang yang lebih banyak untuk pendanaan eksternal. Hal tersebut sejalan dengan upaya pemerintah untuk terus meningkatkan pembangunan infrastruktur di Indonesia yang saat ini masih sangat perlu untuk terus dikembangkan. PTPP diperdagangkan pada PER dan PBV 2016 masing-masing 24,8x dan 2,4x. Target harga saham PTPP adalah Rp5.500. Rekomendasi: BUY. Analyst: Maxi Liesyaputra (maxi@bnisecurities.co.id)
TARGET HARGA SAHAM Market EPS Growth PER PBV PEG DER (x) ROE (%) Total Return % of Free Rec TP (Rp/share) Capitalization (Bn) 1 Year FY16F FY16F Ratio 1 Year (Current) Float Shares 2016 2016 Banking BBCA IJ Equity 318,666 9.27 18.71 3.87 2.72 9.77 20.46-4.37 50.84 BUY 14,300 BBNI IJ Equity 91,565-15.74 11.26 1.56 6.50 47.50 13.35-6.15 40.00 NOT RATED - BBRI IJ Equity 252,242 4.98 11.63 2.61 2.13 60.64 24.47 0.35 43.25 BUY 12,200 BMRI IJ Equity 210,000 2.33 10.76 1.88 2.38 48.30 17.35-8.64 40.00 BUY 11,400 BBTN IJ Equity 17,844 62.04 8.20 1.10 0.28 173.70 14.49 43.89 39.97 HOLD 1,800 BJBR IJ Equity 10,375 23.38 6.20 1.10 n.a. 120.27 20.44 32.82 25.00 BUY 990 BJTM IJ Equity 6,713-5.81 5.74 1.03 n.a. 21.34 15.33 3.44 20.00 BUY 510 Average 129,629 11.49 10.36 1.88 2.80 68.79 17.98 8.76 Cement INTP IJ Equity 59,452-17.65 21.30 3.00 n.a. 0.51 16.50-20.54 35.97 BUY 19,200 SMGR IJ Equity 52,049-18.68 11.00 1.80 1.90 14.58 16.57-24.60 48.99 BUY 12,250 SMBR IJ Equity 5,952 5.88 13.76 0.87 n.a. 0.00 12.58 95.48 23.76 HOLD 334 SMCB IJ Equity 7,893 n.a. 29.07 2.18 n.a. 70.63 2.42-31.29 19.36 HOLD 1,020 Average 31,336-10.15 18.78 1.96 1.90 21.43 12.02 4.76 Telecommunication TLKM IJ Equity 391,104 6.51 17.57 4.02 1.27 35.66 21.50 34.42 48.80 HOLD 3,900 ISAT IJ Equity 34,913 34.77 131.40 2.33 n.a. 138.43-4.93 60.63 20.71 BUY 7,100 EXCL IJ Equity 39,973 96.84 157.23 2.36 0.58 197.65 6.55 1.11 46.91 BUY 4,480 Average 155,330 46.04 102.07 2.90 0.92 123.91 7.71 32.05 Transportation GIAA IJ Equity 12,210 n.a. 9.10 0.87 n.a. 142.56 7.30 5.62 14.86 BUY 525 BIRD IJ Equity 10,184-2.08 15.00 3.48 n.a. 45.50 21.13-48.29 15.05 HOLD 7,800 TAXI IJ Equity 333-72.84 2.80 0.29 n.a. 174.03 0.23-83.94 49.00 SELL 160 SOCI IJ Equity 2,979-14.71 7.46 0.98 n.a. 67.94 15.86-26.61 15.00 BUY 650 WINS IJ Equity 977 n.a. 6.95 0.58 n.a. 47.37-2.66-28.57 42.19 HOLD 225 Average 5,336-29.87 8.26 1.24 #DIV/0! 95.48 8.37-36.36 Automotive ASII IJ Equity 273,264-24.68 16.68 1.91 1.31 55.83 13.25 0.01 49.85 HOLD 7,000 IMAS IJ Equity 3,941 63.82 42.83 1.32 n.a. 224.34-0.69-56.90 10.34 HOLD 3,000 Average 138,602 19.57 29.75 1.61 1.31 140.09 6.28-28.45 Market EPS Growth PER PBV PEG DER (x) ROE (%) Total Return % of Free Rec TP (Rp/share) Capitalization (Bn) 1 Year FY16F FY16F Ratio 1 Year (Current) Float Shares 2016 2016 Construction WIKA IJ Equity 18,079 2.78 23.90 3.79 0.88 64.55 15.10 12.42 34.87 HOLD 3,180 ADHI IJ Equity 9,757 30.85 10.77 1.98 0.63 55.57 13.53 55.22 74.20 BUY 2,645 PTPP IJ Equity 18,595 39.09 24.56 6.19 0.84 64.79 21.37 6.44 46.48 BUY 4,420 WSKT IJ Equity 34,204 78.26 23.60 3.30 0.69 79.82 18.86 59.37 33.96 BUY 3,150 TOTL IJ Equity 2,677 15.78 15.56 3.23 0.95 4.57 23.71-2.88 33.68 BUY 840 WTON IJ Equity 8,105-47.28 25.05 3.90 0.54 20.00 8.00-7.41 30.39 BUY 1,090 Average 15,236 19.91 20.57 3.73 0.75 48.22 16.76 20.53 Infrastructure PGAS IJ Equity 56,483-33.33 12.48 2.54 n.a. 89.61 12.84-44.00 43.03 HOLD 3,000 JSMR IJ Equity 35,020 3.14 21.30 3.00 1.16 129.01 15.58-5.61 30.00 BUY 6,800 Average 45,751-15.10 16.89 2.77 1.16 109.31 14.21-24.81 Oil & Gas MEDC IJ Equity 4,715 n.a. 1048.86 122.06 n.a. 225.23-23.90-47.57 49.00 BUY 1,550 ELSA IJ Equity 3,649-11.84 17.48 1.37 n.a. 28.07 15.21 4.03 41.08 NOT RATED RUIS IJ Equity 193-26.35 5.17 0.66 n.a. 162.70 12.86 17.49 49.82 NOT RATED - ENRG IJ Equity 2,455-78.83 8.44 0.46 n.a. 57.53-5.56-12.28 100.00 HOLD 120 Average 2,753-39.01 269.99 31.14 #DIV/0! 118.38-0.35-9.58 Property ASRI IJ Equity 9,746-45.64 7.92 1.59 n.a. 111.59 12.01-17.66 48.52 HOLD 380 APLN IJ Equity 5,412-0.22 7.65 1.06 n.a. 69.60 12.24-30.00 27.09 HOLD 300 BKSL IJ Equity 3,108-15.29 12.14 0.53 n.a. 14.83 1.46-8.79 65.67 HOLD 90 BSDE IJ Equity 41,573-46.76 17.60 2.00 1.27 35.86 8.69 19.99 37.90 HOLD 2,225 CTRA IJ Equity 22,689-2.13 14.19 2.56 n.a. 40.44 14.84 14.08 69.37 HOLD 980 CTRP IJ Equity 4,035-15.44 6.57 0.93 n.a. 60.61 7.31 15.83 43.72 HOLD 470 CTRS IJ Equity 5,252 15.66 9.20 1.83 n.a. 18.73 18.66 2.30 37.34 BUY 2,850 BEST IJ Equity 2,585-45.93 8.18 1.22 n.a. 46.78 8.53-35.47 41.79 BUY 438 SSIA IJ Equity 2,964-27.70 9.68 1.59 n.a. 42.09 24.13-36.05 68.76 BUY 780 MDLN IJ Equity 5,464 23.65 9.27 1.20 n.a. 75.00 12.97-17.74 65.22 HOLD 450 PWON IJ Equity 29,618-49.84 10.11 2.96 1.03 51.91 20.70 39.46 47.80 BUY 545 LPKR IJ Equity 24,924-79.06 15.10 1.65 n.a. 65.37 2.50-12.51 94.75 HOLD 1,320 SMRA IJ Equity 25,463-38.26 18.15 3.97 1.62 82.31 10.79 5.12 67.69 BUY 1,830 KIJA IJ Equity 5,827-14.79 7.10 0.97 n.a. 70.50 8.51 7.61 74.12 BUY 280 Average 13,476-24.41 10.92 1.72 1.31 56.12 11.67-3.85
TARGET HARGA SAHAM Market EPS Growth PER PBV PEG DER (x) ROE (%) Total Return % of Free Rec TP (Rp/share) Capitalization (Bn) 1 Year FY16F FY16F Ratio 1 Year (Current) Float Shares 2016 2016 Agriculture AALI IJ Equity 27,475-75.28 68.93 2.75 1.13 66.10 7.56-34.18 34.80 BUY 17,600 BWPT IJ Equity 6,746 n.a. 15.45 0.02 1.07 135.78-3.87-49.16 34.46 BUY 220 LSIP IJ Equity 9,245-32.09 13.68 1.26 n.a. 0.00 7.16-14.04 40.41 BUY 1,700 SGRO IJ Equity 3,686-27.22 9.76 0.77 n.a. 81.16 8.13 12.86 27.22 HOLD 1,540 SIMP IJ Equity 6,896-69.64 47.31 0.37 2.27 52.85 2.04-27.12 21.45 HOLD 450 Average 10,810-51.06 31.03 1.03 1.49 67.18 4.20-22.33 Metal ANTM IJ Equity 17,663-83.16 14.73 0.50 n.a. 55.20-7.96 25.90 35.00 HOLD 420 INCO IJ Equity 17,190-70.59 11.55 0.64 n.a. 7.97 0.55-36.48 20.49 HOLD 1,850 TINS IJ Equity 5,176-84.44 232.16 0.74 n.a. 39.37 2.06-3.65 35.00 BUY 810 Average 13,343-79.40 86.15 0.63 #DIV/0! 34.18-1.78-4.74 Mining ADRO IJ Equity 27,188-14.21 11.56 0.39 n.a. 46.74 5.32 11.98 42.89 BUY 1,090 HRUM IJ Equity 2,176 n.a. - 0.43 n.a. 0.00-7.01-26.70 27.64 HOLD 810 ITMG IJ Equity 10,000-66.67 7.42 0.73 n.a. 0.00 5.63-29.06 29.07 BUY 9,800 PTBA IJ Equity 17,915 9.93 8.59 1.36 16.30 21.77 22.99-5.30 28.74 BUY 8,800 Average 14,320-23.65 6.89 0.73 16.30 17.13 6.73-12.27 Consumer UNVR IJ Equity 331,524-1.29 35.74 39.20 4.78 35.22 91.56 9.75 15.01 BUY 43,500 INDF IJ Equity 61,902-19.52 19.01 2.74 1.59 64.02 11.70 8.14 49.92 BUY 7,700 ICBP IJ Equity 100,730 13.44 31.60 5.19 1.72 17.51 20.41 39.07 19.47 BUY 16,700 MYOR IJ Equity 35,506 202.44 23.89 7.18 0.81 68.50 26.23 61.38 66.93 BUY 32,000 AISA IJ Equity 4,619-9.11 22.00 3.10 n.a. 96.09 9.68-23.94 47.12 BUY 2,150 ROTI IJ Equity 7,491 43.45 48.81 7.94 0.93 83.67 25.17 29.76 30.63 BUY 1,450 GGRM IJ Equity 129,828 19.04 21.58 2.98 1.22 54.10 18.51 51.34 23.53 HOLD 68,000 Average 95,943 35.49 28.95 9.76 1.84 59.87 29.04 25.07 Market EPS Growth PER PBV PEG DER (x) ROE (%) Total Return % of Free Rec TP (Rp/share) Capitalization (Bn) 1 Year FY16F FY16F Ratio 1 Year (Current) Float Shares 2016 2016 Pharmaceutical KLBF IJ Equity 65,391-2.99 32.65 8.65 3.77 3.65 19.47-16.73 43.35 BUY 1,700 KAEF IJ Equity 6,526-2.76 21.16 2.82 n.a. 17.44 12.25 19.43 9.97 BUY 1,370 Average 35,958-2.88 26.90 5.74 3.77 10.54 15.86 1.35 Healthcare SILO IJ Equity 12,515-2.01 237.09 9.95 n.a. 1.88 4.42-25.17 29.18 BUY 16,400 MIKA IJ Equity 39,869 2.63 70.45 20.90 n.a. 0.00 23.12 11.39 18.00 BUY 2,800 Average 26,192 0.31 153.77 15.43 #DIV/0! 0.94 13.77-6.89 Poultry CPIN IJ Equity 59,525 4.67 17.60 4.47 n.a. 65.79 17.54 30.16 44.47 BUY 4,075 JPFA IJ Equity 11,673 37.50 14.30 1.42 0.26 111.70 18.36 105.51 42.16 BUY 950 MAIN IJ Equity 3,638 29.17 19.71 2.93 n.a. 126.08 3.74-6.61 42.91 UNDER REVIEW - Average 24,945 23.78 17.20 2.94 0.26 101.19 13.21 43.02 Crops BISI IJ Equity 5,205 60.00 19.90 2.67 n.a. 0.00 15.86 7.16 45.92 BUY 1,800 Fishery DPUM IJ Equity 4,718 n.a. 54.84 4.19 n.a. 19.83 12.30 n.a. 99.85 BUY 1,500 Retail RALS IJ Equity 6,954-4.95 28.32 3.10 n.a. 0.00 10.10 47.19 40.46 HOLD 830 MAPI IJ Equity 6,922-52.08 26.60 4.26 0.51 122.89 1.49-25.89 44.00 HOLD 4,780 Average 6,938-28.52 27.46 3.68 0.51 61.45 5.79 10.65 Wholesaler MPMX IJ Equity 2,008-41.96 4.20 0.32 n.a. 132.80 5.18-25.46 27.58 BUY 585 Towers TOWR IJ Equity 42,342 253.66 30.43 8.30 0.76 128.96 47.88 3.75 67.28 HOLD 4,500 TBIG IJ Equity 31,537 105.87 23.93 8.10 1.17 1,161.70 63.30-29.01 47.82 SELL 6,350 Average 36,940 179.76 27.18 8.20 0.96 645.33 55.59-12.63 Heavy Equipment UNTR IJ Equity 55,019-28.11 10.26 1.26 n.a. 5.67 7.66-19.48 40.50 HOLD 16,200
TEAM Phone : +62 21 25543946 (Hunting) Fax : +62 21 57935831 Email : research@bnisecurities.co.id Website : www.bnisecurities.co.id Norico Gaman Maxi Liesyaputra Ariawan Andri Zakarias Siregar (Head of Research Division) (Head of Equity (Head of Fixed Income (Head of Technical Analysis norico@bnisecurities.co.id Research Department) Research Department) Research Department) Ext: 3934 maxi@bnisecurities.co.id ariawan@bnisecurities.co.id andri.zakarias@bnisecurities.co.id Investment Strategy Ext: 3968 Ext: 2098 Ext: 2054 Construction, Property, Fixed Income Market, Market Strategy, Currency Infrastructure, Cement Corporate & Government Bond Commodities, Bond & Stocks Heru Irvansyah Yasmin Soulisa Richard Jerry Ankga Adiwirasta (Economist) (Equity Analyst) (Equity Analyst) (Equity Analyst) heru@bnisecurities.co.id yasmin@bnisecurities.co.id richard@bnisecurities.co.id ankga.adiwirasta@bnisecurities.co.id Ext: 2030 Ext: 3987 Ext: 2032 Ext: 3986 Macroeconomic and Plantation, Coal Mining, Telecommunication, Banking, Consumer Goods, Pharmaceutical, Financial Market Metal Mining, Oil & Gas, Tower Infrastructure, Health Care, Manufacture Media & Advertising e-commerce Dessy Lapagu Thennesia Debora R. Venia Allani Meissalina Indah Lestari Permata Herlina (Equity Analyst) (Equity Analyst) (Research Assistant) (Research Assistant) dessy@bnisecurities.co.id thennesia@bnisecurities.co.id venia.allani@bnisecurities.co.id indah.lestari@bnisecurities.co.id Ext: 2051 Ext: 2123 Ext: 2050 Ext: 2073 Poultry, Crops, Fishing, Retail Transportation, Automotive, Data Administrator Data Administrator Heavy Equipment
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