OSO SECURITIES. OSODaily 14 Juli 2015 JCI 4, %

OSO SECURITIES

OSODaily 14 Juli 2015

MEMBER OF INDONESIA STOCK EXCHANGE

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JCI 4,893.92 Previous 4,859.03 Highest 4,898.14 Volbn 3.48 NetForg 1DIDRbn (110.09) Return YTD (%) (6.37) Indices Countries Americas Dow Jones United States S&P 500 United States Nasdaq United States EIDO United States EMEA FTSE 100 United Kingdom CAC 40 France D DAX Germany Asia Pacific Nikkei Japanese Shanghai China TWSE Taiwan KOSPI Korea KLSE Malaysia ST – Times Singapore Sensex India Hangseng Hongkong Sectoral Previous AGRICULTURE 2,133.51 MINING 1,060.57 MISC INDUSTRY 1,168.67 BASIC INDUSTRY 416.99 CONSUMER GOODS 2,169.15 PROPERTY 521.87 INFRASTRUKTUR 1,005.69 FINANCE 697.01 MANUFAKTURE 1,215.78 TRADE 904.65 LQ 45 829.82 SRI-KEHATI 281.69 Commodities Oil (USD/bbl) Nickel (USD/mtrc ton) Tins (USD/mtrc ton) Gold (USD tr.oz) Copper (USD/mtrc ton) CPO (MYR/ton) Coal (USD/ton) Currencies IDR / USD IDR / AUD IDR / EUR IDR /SGD IDR / JPY IDR / GBP Global Macro Economics United States Euro Area United Kingdom Japan China Domestic Macro Economics Jibor GovBonds (5y) GovBonds (10y) InflasiYoY InflasiMoM BI Rate GDP Growth YoY Foreign Reserve (Bn) Mutual Fund Oso Sustainability Fund OsoSyariah Equity Fund Source: Bloomberg

34.88

0.72%

Lowest Val IDR bn Mkt Cap IDRtr NetForgYTDIDRbn Month to date (%) Last

Chg%

17,977.68 2,099.60 5,071.51 23.50

1.22 1.11 1.48 0.26

0.87 1.98 7.08 (14.36)

6,737.95 4,998.10 11,484.38

0.97 1.94 1.49

2.62 16.98 17.12

20,089.77 3,970.39 9,033.92 2,061.52 1,716.11 3,311.22 27,970.85 25,224.01 Last 2,138.46 1,053.42 1,185.90 418.90 2,193.91 526.69 1,022.10 701.01 1,228.85 902.64 837.54 284.30 Last 51.69 11,750.00 14,625.00 1,156.18 5,591.00 2,192.00 59.05 Last 13,298.00 9,870.51 14,714.60 9,823.94 107.71 20,646.31 CB Rate (%) 0.25 0.05 0.50 0.10 4.85 Last 6.34 8.18 8.25 7.26 0.54 7.50 4.71 108.03 NAV/Unit 952.20 970.72

1.57 2.39 1.34 1.49 0.03 0.96 1.12 1.30 Chg% 0.23 (0.67) 1.47 0.46 1.14 0.92 1.63 0.57 1.08 (0.22) 0.93 0.92 Chg% (0.98) 4.35 2.63 (0.16) 0.02 0.09 (0.08) Chg% 0.12 0.52 0.56 0.39 1.22 (0.32) CPI YoY (%) 0.00 0.20 0.10 0.50 1.40 Chg% 3.37 (0.92) (0.96)

15.12 22.74 (2.94) 7.62 (2.56) (1.60) 1.71 6.86 YTD% (9.04) (23.05) (9.27) (22.95) 0.73 0.34 (11.91) (4.19) (7.97) 2.73 (6.79) (5.10) YTD% (2.97) (22.44) (24.61) (2.42) (11.25) (4.32) (5.29) YTD% (6.84) 2.83 2.37 (4.57) (3.78) (6.58) GDP YoY (%) 2.90 1.00 2.90 -0.90 7.00 YTD% 7.23 6.23 5.76

1 Mth (%) (1.27) (0.69)

4,861.32 3,561.78 4,972.25 4,422.30 (0.34) YTD%

Market Review Beberapa hari mendekati libur lebaran, IHSG justru ditutup menguat mendekati level 4,900 di akhir perdagangan Senin (13/7). IHSG mengalami kenaikan sebesar 0,72% atau 34,88 poin ke level 4,983.92. Naiknya IHSG didukung oleh positifnya kabar dari Yunani yang telah mencapai kesepakatan dengan para pemimpin Eropa untuk menyusun dana talangan baru dan China yang melanjutkan penguatan setelah mengalami kemerosotan pada beberapa hari lalu. Investor asing mencatatkan net sell sebesar Rp 110,09 miliar. Namun, data menunjukkan beberapa indeks sektoral mengalami kenaikan. Sektor infrastruktur naik sebesar 1,63% disusul sektor misc industry di mana sektor ini naik sebesar 1,47%. Hanya sektor mining dan trade yang mengalami penurunan. Global Market Sementara itu, bursa Wall Street mengakhiri perdagangan di zona positif pada awal pekan kemarin dimana indeks Dow Jones menguat 1,22% ke level 17,977.68, S&P 500 mengalami penguatan sebesar 1,11% ke level 2,099.60 dan Nasdaq naik sebesar 1,48% ke level 5,071.51. Para pelaku pasar menyoroti aktifitas perdagangan internasional China, di mana nilai export China mengalami kenaikan 2,1% dari sebelumnya -2,8%. Selain itu, isu utang Yunani yang mulai sirna setelah mendapatkan jalan keluar melalui perundingan maraton juga mampu mendorong bursa AS ke zona hijau. JCI Prediction Kami memperkirakan IHSG akan bergerak mixed dengan kecenderungan menguat seiring dengan sentimen positif dari China dan Yunani yang mampu menjadi katalis penggerak IHSG ke zona hijau. Secara teknikal, IHSG masih berada di bawah midle Bollinger band dengan tingkat volume yang berkurang. Indikator Stochastic Oscillator bergerak menguat diikuti indicator MFI dan RSI yang juga bergerak naik. IHSG diprediksikan akan bergerak di kisaran 4,870 – 4,930. Highlight News

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Binakarya Jadi Emiten ke-516 Restrukturisasi BRAU Mulai Agustus DILD Raih Penjualan Rp316 Miliar Zephyr Caplok Anak Usaha TRUB TRIS Tahan Ekspansi Gerai SUGI Perpanjang Pinjaman Blue Bird Siapkan Golden Bird Lounge ADHI Pacu Kontrak Baru

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Today News Binakarya Jadi Emiten ke-516 PT Binakarya Jaya Aba di Tbk. resmi tercatat sebagai emiten ke-516 di PT Bursa Efek Indonesia dengan kode saham BIKA. Perseroan menjadi emiten ke-11 yang telah melantai di pasar modal tahun ini. Sebelumnya, terdapat 10 perusahaan yang telah mencatatka sahamnya di BEI sejak awal tahun dan dua di antaranya relisting. Restrukturisasi BRAU Mulai Agustus 2015 PT Berau Coal Energy Tbk.(BRAU) akan melakukan restrukturisasi setelah mendapat persetujuan para pemegang saham atas masuknya direksi baru dari Grup Sinarmas, yang dijadwalkan digelar pada Agustus. Seperti diketahui, perseroan telah berstatus default karena gagal membayar obligasi senilai US$450 juta yang jatuh tempo pada 8 Juli 2015. Perseroan juga memiliki surat utang lain sebesar US$500 juta yang sedianya jatuh tempo pada Maret 2017. Pihak Sinarmas sedang mengurus legalitas dan administrasi akuisisi saham Asia Resources Minerals Plc (ARMS). ARMS adalah pemegang sa ham terbesar BRAU melalui Vallar Investments UK Ltd., yang kepemilikan sahamnya hampir 85% DILD Raih Penjualan Rp316 Miliar PT Intiland Development Tbk.(DILD) memperoleh Rp316 miliar melalui penjualan unit kondominium Graha Golf, di Surabaya. Harga per unit yang kami pasarkan kira-kira sekitar Rp4 miliar. Ada 79 unit yang terjual. Jadi perseroan mendapatkan nilai penjualan sekitar Rp316 miliar. Zephyr Caplok Anak Usaha TRUB Anak usaha PT Truba Manunggal Engineering Tbk. (TRUB), Radianz Investment Limited., harus merelakan kepemilikannya di Manunggal Infrasolusi International Pte. Ltd. dicaplok oleh Zephyr International Company Limited. Hal itu dilakukan akibat Radianz Investment Limited., belum memenuhi pembayaran utang senilai US$265,33 juta kepada Zephyr International Company Limited. TRIS Tahan Ekspansi Gerai PT Trisula International Tbk.(TRIS) menahan ekspansi gerai pada semester pertama 2015 karena kondisi ekonomi domestik yang tidak kondusif. Padahal perseroan berencana menambah 33 outlet baru tahun ini. Perseroan memiliki 297 gerai per akhir 2014, dan menargetkan mempunyai 330 outlet pada akhir tahun ini. Perseroan terkena dampak penguatan dolar AS. Ekonomi sekarang sedang turun, dolar AS juga naik terus. Jadi, perseroan memutuskan untuk menunda dulu. SUGI Perpanjang Pinjaman PT Sugih Energy Tbk.(SUGI) memperpanjang pinjaman (roll over) dari PT Bank Mayapada Internasional Tbk. dengan plafon hingga Rp100 miliar. Fasilitas yang dimaksud adalah pinjaman senilai total Rp100 miliar yang jatuh tempo pada 17 Juni 2015. Utang dari Bank Mayapada ini diperoleh perseroan pada 11 November 2014. Jangka pinjaman adalah 12 bulan sejak 17 Juni 2014 sampai 17 Juni 2015. Blue Bird Siapkan Golden Bird Lounge PT Blue Bird Tbk. (BIRD) membuka Golden Bird Lounge di Bandara Soekarno-Hatta, Cengkareng, untuk mendukung pelayanan moda transportasi darat terutama menjelang Idulfitri. Pihak perseroan mengatakan bahwa pembukaan layanan itu guna mengantisipasi peningkatkan aktivitas armada miliknya antara 20%-30% saat masa mudik Lebaran. ADHI Pacu Kontrak Baru PT Adhi Karya (Persero) Tbk. memacu pertumbuhan perolehan kontrak baru hingga 74% sepanjang semester I/2015 dibandingkan dengan periode yang sama tahun sebelumnya. Pada paruh pertama tahun ini, perseroan telah mengikuti total tender sebesar Rp21,7 triliun, dengan perolehan kontrak baru sebesar Rp6,12 triliun

Sumber: Kontan, Investor Daily, Bisnis Indonesia

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Trading Idea ASII Pada perdagangan kemarin saham ini ditutup menguat. Indikator stochastic yang sebelumnya mengalami golden cross terlihat melanjutkan penguatannya. Selain itu MACD histogram terlihat mengalmi penguatan.

Recommendation : Trading Buy Target Price : 6930 Support : 6670 Cutloss : 6630

AALI Berdasarkan indikator stochastic oscilator saham ini sudah hampir 2 pekan berada di area jenuh beli. Selain itu volume MACD histogram terlihat melemah. Namun indikator MFI dan ROC terlihat menguat.

Recommendation : Speculative buy Target Price : 26.300 Support : 25.500 Cutloss : 25.300

WSKT Volume MACD histogram terlihat terus menguat. Namun indikator stochastic berusaha membentuk pola deathcross yang mengindikasikan akan terjadi penurunan.

Recommendation : Sell Support : 1905 Resistance : 1830

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Fundamental Analysis (LQ 45) Ticker AALI ADHI ADRO AKRA ANTM ASII ASRI BBCA BBNI BBRI BBTN BDMN BMRI BMTR BSDE CPIN CTRA EXCL GGRM HRUM ICBP INCO INDF INTP ITMG JSMR KLBF LPKR LPPF LSIP MNCN PGAS PTBA PTPP PWON SCMA SMGR SMRA TAXI TBIG TLKM UNTR UNVR WIKA WSKT

Last Price 25,900 2,500 620 5,225 615 6,800 560 13,500 5,475 10,475 1,155 4,180 10,050 1,130 1,865 2,700 1,260 3,270 47,600 1,070 12,500 2,490 6,525 21,025 11,400 5,775 1,665 1,190 17,300 1,555 1,855 4,085 7,050 4,050 421 2,900 11,300 1,800 1,000 8,950 2,890 19,200 40,350 3,150 1,865

P/BV 3.52 2.66 0.53 3.58 0.50 2.75 1.72 4.17 1.70 2.69 0.99 1.20 2.27 1.36 2.02 3.88 2.50 2.10 2.66 0.75 5.04 1.03 2.19 3.01 1.12 4.22 7.86 1.56 146.64 1.48 2.82 2.49 1.87 7.90 3.12 11.25 2.64 4.52 2.35 11.54 3.96 1.86 48.57 4.88 6.35

P/E 16.24 9.64 6.66 16.86 11.94 12.92 6.69 15.89 7.61 8.78 6.47 9.93 9.45 11.22 12.14 13.69 11.89 30.49 13.61 11.50 20.51 9.86 12.10 13.59 6.55 20.26 28.04 14.91 21.93 11.30 11.58 10.98 9.21 20.74 8.01 21.92 11.11 16.97 14.15 21.02 15.52 11.38 43.84 20.96 23.18

PEG 0.56 (0.70) (0.00) 0.91 #VALUE! (12.72) 0.41 1.26 0.48 0.78 (0.36) (0.47) 1.27 2.07 0.22 (0.95) 0.41 #VALUE! 0.73 #VALUE! 1.56 0.00 0.37 2.81 (0.60) 0.79 5.11 0.10 1.47 0.67 3.78 (0.45) 0.66 1.32 0.07 2.64 3.41 0.71 (1.82) 6.82 11.70 1.19 7.09 4.86 1.00

BETA 0.15 2.59 0.33 1.03 0.43 1.51 2.35 1.23 1.79 1.82 1.46 0.92 1.76 1.29 1.62 2.28 2.08 0.52 1.03 0.04 1.18 0.53 1.10 1.32 0.45 1.00 0.98 1.98 1.26 0.23 1.08 0.80 0.59 2.00 2.11 0.91 1.36 1.83 1.45 0.32 0.93 0.88 0.79 1.99 2.31

ROA ROE 10.38 16.85 3.14 20.39 1.65 3.85 6.54 17.62 (3.35) (6.16) 7.91 19.50 6.72 18.65 3.19 22.87 2.88 20.20 3.44 27.97 0.82 9.88 1.27 7.37 2.51 21.07 2.08 4.50 15.07 28.78 7.90 13.77 5.93 18.61 (3.25) (14.61) 9.33 16.09 (1.96) (2.82) 10.97 19.55 7.81 10.13 3.98 13.42 18.84 21.27 10.49 15.27 4.46 14.70 17.05 22.69 7.37 16.95 52.06 #N/A N/A 9.80 12.10 13.80 19.55 11.39 24.92 13.26 23.97 4.35 24.91 18.02 45.61 30.94 42.77 16.03 24.20 9.20 26.23 4.39 12.57 5.21 28.40 10.68 21.82 8.83 14.90 41.04 99.87 3.49 14.38 4.76 19.72

DER 0.39 1.16 0.68 0.77 0.67 0.73 1.08 0.12 0.39 0.59 1.68 0.90 0.52 0.64 0.28 0.60 0.54 1.83 0.55 0.24 0.10 1.07 0.01 1.35 0.03 0.64 3.88 0.36 0.68 0.26 1.01 0.63 0.00 0.16 0.80 1.96 4.04 0.33 0.07 0.27 0.76 1.11

EAT 1 Year Fair Value 38.99 23,325 (20.17) 3,660 (195,184.68) 970 24.16 6,050 #N/A N/A 730 (1.17) 7,400 25.17 730 15.62 13,900 19.05 7,150 13.57 13,050 (28.53) 1,300 (35.57) 4,290 9.16 12,275 15.56 1,690 37.37 2,275 (30.67) 3,580 35.09 1,455 #N/A N/A 4,920 24.01 58,575 (99.03) 1,070 17.22 15,250 3,900,000.00 3,095 64.29 8,475 5.20 22,550 (11.76) 16,225 36.56 7,525 7.32 1,830 107.38 1,295 23.26 19,375 18.79 1,785 4.17 2,550 (25.00) 4,480 12.72 10,175 26.44 4,725 122.07 570 10.99 3,495 3.60 13,925 26.86 1,965 (10.82) 1,205 5.65 9,100 1.63 3,200 11.11 21,725 7.28 36,650 7.81 3,280 35.86 1,905

Up-Side Recommendation (9.94) Sell 46.40 Buy 56.45 Buy 15.79 Buy 18.70 Buy 8.82 Buy 30.36 Buy 2.96 Hold 30.59 Buy 24.58 Buy 12.55 Buy 2.63 Hold 22.14 Buy 49.56 Buy 21.98 Buy 32.59 Buy 15.48 Buy 50.46 Buy 23.06 Buy 0.00 Hold 22.00 Buy 24.30 Buy 29.89 Buy 7.25 Buy 42.32 Buy 30.30 Buy 9.91 Buy 8.82 Buy 11.99 Buy 14.79 Buy 37.47 Buy 9.67 Buy 44.33 Buy 16.67 Buy 35.39 Buy 20.52 Buy 23.23 Buy 9.17 Buy 20.50 Buy 1.68 Hold 10.73 Buy 13.15 Buy (9.17) Sell 4.13 Hold 2.14 Hold

Market Cap 40.79 4.50 19.83 20.58 5.87 275.29 11.00 332.84 102.10 258.41 12.21 40.06 234.50 16.04 35.90 44.27 19.11 27.93 91.59 2.89 72.89 24.74 57.29 77.40 12.88 39.27 78.05 27.46 50.48 10.61 26.48 99.03 16.24 19.61 20.28 42.40 67.03 25.97 2.15 42.93 291.31 71.62 307.87 19.37 26.10

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Technical Analysis (LQ 45) Ticker JCI AALI ADHI ADRO AKRA ANTM ASII ASRI BBCA BBNI BBRI BBTN BDMN BMRI BMTR BSDE CPIN CTRA EXCL GGRM HRUM ICBP INCO INDF INTP ITMG JSMR KLBF LPKR LPPF LSIP MNCN PGAS PTBA PTPP PWON SCMA SMGR SMRA TAXI TBIG TLKM UNTR UNVR WIKA WSKT

Last 4,894 25,900 2,500 620 5,225 615 6,800 560 13,500 5,475 10,475 1,155 4,180 10,050 1,130 1,865 2,700 1,260 3,270 47,600 1,070 12,500 2,490 6,525 21,025 11,400 5,775 1,665 1,190 17,300 1,555 1,855 4,085 7,050 4,050 421 2,900 11,300 1,800 1,000 8,950 2,890 19,200 40,350 3,150 1,865

Open

High

4,863 25,575 2,380 640 5,325 625 6,700 570 13,300 5,500 10,300 1,185 4,150 10,000 1,125 1,805 2,705 1,275 3,280 46,000 1,075 12,125 2,510 6,600 20,800 11,550 5,700 1,650 1,205 17,600 1,590 1,870 4,000 7,275 4,050 423 2,925 11,300 1,780 995 8,600 2,895 19,025 40,000 3,100 1,815

4,898 25,900 2,505 645 5,400 625 6,825 575 13,550 5,525 10,525 1,195 4,205 10,075 1,150 1,885 2,740 1,280 3,295 47,600 1,080 12,500 2,555 6,600 21,150 11,675 5,800 1,670 1,210 17,600 1,600 1,880 4,085 7,300 4,090 428 2,980 11,350 1,800 1,005 8,950 2,895 19,300 41,000 3,175 1,880

Low 4,861 25,500 2,365 610 5,200 615 6,675 555 13,300 5,425 10,300 1,150 4,140 9,975 1,120 1,780 2,690 1,250 3,235 46,000 1,070 12,125 2,465 6,500 20,800 11,250 5,700 1,630 1,175 16,750 1,555 1,845 3,995 6,975 4,010 419 2,870 11,225 1,765 990 8,425 2,875 18,625 40,000 3,080 1,795

Year-to-Date (YtD%) -6.37% 6.80% -28.16% -40.38% 26.82% -42.25% -8.42% 0.00% 2.86% -10.25% -10.09% -4.15% -7.62% -6.73% -20.70% 3.32% -28.57% 0.80% -32.79% -21.58% -35.54% -4.58% -31.31% -3.33% -15.90% -25.85% -18.09% -9.02% 16.67% 15.33% -17.72% -26.97% -31.92% -43.60% 13.29% -18.25% -17.14% -30.25% 18.42% -14.53% -7.73% 1.41% 10.66% 24.92% -14.40% 30.16%

MA5

RSI Rec

Positif Positif Negatif Positif Positif Positif Positif Negatif Positif Negatif Negatif Negatif Positif Negatif Negatif Negatif Positif Positif Negatif Positif Positif Positif Positif Negatif Positif Positif Positif Negatif Positif Positif Positif Positif Positif Positif Negatif Positif Negatif Positif Negatif Positif Positif Positif Positif Positif Negatif Negatif

Trading OverBought OverBought Oversold Oversold Strong Buy Trading Trading Trading Trading Trading Trading Trading Trading Trading Trading Trading Trading Oversold Trading Oversold Trading Oversold Trading Trading Oversold Trading Trading Trading Trading Trading Oversold Trading Strong Buy OverBought Trading Trading Oversold Trading Trading Trading Trading Trading Trading OverBought OverBought

MACD Trend Positif Positif Positif Negatif Negatif Negatif Negatif Positif Negatif Positif Positif Negatif Negatif Positif Positif Positif Negatif Positif Negatif Positif Negatif Positif Negatif Positif Positif Negatif Positif Positif Positif Positif Negatif Positif Negatif Negatif Positif Negatif Positif Negatif Positif Positif Negatif Negatif Negatif Positif Positif Positif

Bollinger Band Pivot Point Lower Middle Upper 4,839 4,918 4,996 4,879 21,000 23,900 26,775 25,725 1,915 2,175 2,430 2,440 625 745 860 630 5,175 5,650 6,125 5,300 610 680 755 620 6,650 6,925 7,175 6,750 510 560 610 565 13,200 13,525 13,825 13,425 5,225 5,475 5,700 5,475 10,050 10,575 11,100 10,400 1,100 1,165 1,230 1,170 3,995 4,210 4,420 4,170 9,675 9,975 10,250 10,025 1,090 1,155 1,220 1,130 1,635 1,745 1,860 1,835 2,630 2,845 3,060 2,710 1,210 1,290 1,370 1,265 2,990 3,635 4,280 3,270 43,575 45,725 47,875 46,800 1,060 1,120 1,175 1,075 11,825 12,525 13,250 12,325 2,475 2,710 2,950 2,505 6,350 6,650 6,950 6,550 20,575 21,100 21,600 20,950 11,575 12,825 14,075 11,475 5,350 5,725 6,100 5,750 1,615 1,660 1,705 1,655 1,075 1,165 1,255 1,195 16,050 17,025 18,000 17,325 1,525 1,590 1,655 1,575 1,830 1,925 2,015 1,865 4,020 4,235 4,450 4,040 7,025 8,375 9,700 7,150 3,200 3,645 4,090 4,050 398 425 451 423 2,745 2,895 3,045 2,920 11,225 12,000 12,750 11,300 1,580 1,690 1,795 1,785 960 1,005 1,045 1,000 8,500 8,950 9,425 8,725 2,835 2,895 2,950 2,890 18,425 19,650 20,900 19,050 39,300 40,550 41,800 40,350 2,410 2,780 3,145 3,125 1,450 1,640 1,835 1,840

Support 1 2 4,860 4,842 25,550 25,325 2,370 2,300 615 595 5,175 5,100 615 610 6,675 6,600 555 545 13,275 13,175 5,450 5,375 10,275 10,175 1,150 1,125 4,135 4,105 9,975 9,925 1,115 1,100 1,785 1,730 2,680 2,660 1,255 1,235 3,245 3,210 46,000 45,200 1,070 1,065 12,125 11,950 2,455 2,415 6,525 6,450 20,750 20,600 11,275 11,050 5,700 5,650 1,640 1,615 1,180 1,160 17,025 16,475 1,550 1,530 1,845 1,830 4,000 3,950 7,000 6,825 4,010 3,970 418 414 2,860 2,810 11,250 11,175 1,775 1,750 990 985 8,525 8,200 2,885 2,870 18,775 18,375 39,675 39,350 3,080 3,030 1,800 1,755

Resistance Stop Loss 1 2 Level 4,897 4,916 4,770 25,950 26,125 24,950 2,510 2,580 2,265 650 665 585 5,375 5,500 5,000 625 630 600 6,825 6,900 6,500 575 585 535 13,525 13,675 12,975 5,550 5,575 5,300 10,500 10,625 10,025 1,195 1,215 1,110 4,200 4,235 4,040 10,075 10,125 9,775 1,145 1,160 1,085 1,890 1,940 1,705 2,730 2,760 2,620 1,285 1,295 1,220 3,305 3,330 3,160 47,600 48,400 44,525 1,080 1,085 1,050 12,500 12,700 11,750 2,545 2,595 2,380 6,625 6,650 6,350 21,100 21,300 20,275 11,700 11,900 10,875 5,800 5,850 5,550 1,680 1,695 1,590 1,215 1,230 1,145 17,875 18,175 16,225 1,595 1,620 1,505 1,880 1,900 1,800 4,090 4,130 3,890 7,325 7,475 6,725 4,090 4,130 3,910 427 432 408 2,970 3,030 2,765 11,375 11,425 11,000 1,810 1,820 1,725 1,005 1,015 970 9,050 9,250 8,075 2,905 2,910 2,825 19,450 19,725 18,075 40,675 41,350 38,750 3,175 3,220 2,985 1,885 1,925 1,725

Recommendation Speculative Hold Sell Speculative Speculative Buy Hold Hold Hold Hold Hold Sell Hold Hold Hold Hold Hold Speculative Speculative Speculative Speculative Speculative Speculative Hold Speculative Speculative Speculative Hold Speculative Speculative Hold Buy Hold Buy Sell Hold Hold Speculative Hold Speculative Hold Hold Hold Speculative Sell Sell

Buy

Buy Buy

Buy Buy Buy Buy Buy Buy Buy Buy Buy Buy Buy

Buy Buy

Buy

OSO SECURITIES



Calender Economics Date 13-Jul-15 13-Jul-15 13-Jul-15 13-Jul-15 13-Jul-15 13-Jul-15 14-Jul-15 14-Jul-15 14-Jul-15 14-Jul-15 14-Jul-15 14-Jul-15 14-Jul-15 14-Jul-15 14-Jul-15 14-Jul-15 14-Jul-15 14-Jul-15 14-Jul-15 14-Jul-15 14-Jul-15 14-Jul-15 14-Jul-15 14-Jul-15 15-Jul-15 15-Jul-15 15-Jul-15 15-Jul-15 15-Jul-15 15-Jul-15 15-Jul-15 15-Jul-15 15-Jul-15 15-Jul-15 15-Jul-15 15-Jul-15 15-Jul-15 15-Jul-15 15-Jul-15 15-Jul-15 15-Jul-15 15-Jul-15 15-Jul-15 15-Jul-15 16-Jul-15 16-Jul-15 16-Jul-15 16-Jul-15 16-Jul-15 16-Jul-15 16-Jul-15 16-Jul-15 16-Jul-15 16-Jul-15 16-Jul-15 16-Jul-15 16-Jul-15

Agenda China Balance of Trade China Export YoY China Import YoY Japan Tertiary Industry Index MoM MAY UK BoE Credit Conditions Survey Q2 Euro Area Eurogroup Meeting US Monthly Budget Statement JUN Indonesia Interest Rate Decision Indonesia Growth YoY Jun SG GDP Growth Rate QoQ Adv Q2 SG GDP Growth Rate YoY Adv Q2 Germany Inflation Rate YoY Final JUN Italy Inflation Rate YoY Final JUN UK Core Inflation Rate YoY JUN UK Inflation Rate YoY UK Inflation Rate MoM JUN Euro Area Ecofin Meeting Euro Area Industrial Production YoY MAY Euro Area Industrial Production MoM MAY Germany Zew Current Conditions JUL Germany Zew Economic Sentiment Index JUL US Retail Sales MoM JUN US Retail Sales YoY JUN US Retail Sales Ex Autos MoM JUL US Fed's George Speech \ Indonesia Exports YoY JUN Indonesia Import YoY Indonesia Balnce of Trade China Fixed Asset Investment YoY MAY China GDP Growth Rate QoQ Q2 China GDP Growth Rate YoY Q2 China Industrial Production YoY MAY China Retail Sales YoY MAY Japan BoJ Interest Rate Decision Franch Inflation Rate YoY JUN UK Claimant Count Change JUN UK Unemployment Rate MAY UK Average Earnings incl. Bonus MAY US Core PPI MoM JUN US PPI MoM JUN US Capacity Utilization JUN US Industrial Production MoM JUN US Fed's Yellen Testimony to the Congress US Fed's Mester Speech US Fed's Beige Book US Fed's Williams Speech China FDI (YTD) YoY JUN Japan BoJ Monthly Report Euro Area Balance of Trade MAY Euro Area Core Inflation Rate YoY Final JUN Euro Area Inflation Rate YoY Final JUN Euro Area Inflation Rate MoM JUN Euro Area ECB Interset Rate Decision Euro Area ECB Press Conference US Fed's Yellen Testimony to the Senate US NAHB Housing Market Index JUL US Philadelphia Fed Manufacturing Index JUL

Sumber :Trading economics

Country CNY CNY CNY JPY GBP EUR USD IDR IDR SGD SGD GBP EUR GBP GBP GBP EUR EUR EUR EUR EUR USD USD USD USD IDR IDR IDR CNY CNY CNY CNY CNY JPY EUR GBP GBP GBP USD USD USD USD USD USD USD USD CNY JPY EUR EUR EUR EUR EUR EUR USD USD USD

Actual $46.54 2.80% -6.10% -0.70%

$51.8B

-4.60% 1.70%

Prior Consensus $59.488B $55.7B -2.5% -0.2% -17.6% -15.0% -0.2%

$-82.4B 7.5% 10.4% 3.2% 2.6% 0.7% 0.1% 0.9% 0.1% 0.2%

$51B 7.5%

0.8% 0.1% 62.9 31.5 1.2% 2.7% 1.0%

1.9% 0.2% 60 30 0.3%

-15.24% -21.40% $0.95B 11.4% 1.3% 7.0% 6.1% 10.1% 0% 0.3% -6.5K 5.5% 2.7% 0.1% 0.5% 78.1% -0.2%

0.8% 2.4% 0.3% 0.1% 0.0% 0.1%

0.5%

11.2% 6.9% 6.0% 10.1%

-9.0K 5.5% 3.3% 0.1% 0.2% 78.2% 0.2%

10.1% €24.9B 0.9% 0.3% 0.2% 0.05%

0.8% 0.2% 0%

59 15.2

59 12.0

OSO SECURITIES



RUPS Code BLTA SDPC GJTL INVS MTFN MTLA BLTA ITMA

Agenda RUPS RUPS RUPS RUPS RUPS RUPS RUPS RUPS

Date 9-Jul-15 9-Jul-15 10-Jul-15 10-Jul-15 10-Jul-15 10-Jul-15 14-Jul-15 14-Jul-15

Time 9.00 10.00 10.00 10.00 14.00 14.00 14.00 10.00

Place Hotel Millenium Lt.3, Ruang Irian Jaya Jl. Fachruddin No. 3 Jakarta 10250 Ruang Ksatria-Arya-Wira Hotel Century Park Jalan Pintu Satu Senayan Jakarta 10270 Grand Mercure Jakarta Harmoni Hotel Lantai 3 Jl. Hayam Wuruk No. 36-37, Jakarta Balai Kartini, Ruang Anggrek Jl. Jendral Gatot Subroto Kav.37 Jakarta Selatan 12950 Allura 3 Room, Grandkemang Hotel Lantai 1 Jl Kemang Raya 2 H Jakarta 12730 Ruang Seminar BEI, Gedung Bursa Efek Indonesia Tower II Jl. Jend. Sudirman Kav. 52-53 Jakarta 12190 Hotel Novotel Gajah Mada Jakarta Jl. Jend. Sudirman Kav. 29-31 Jakarta Selatan

DIVIDEN

No 1 2 3 4 5 6

Code

Cum- Date 7-Jul-15 7-Jul-15 7-Jul-15 7-Jul-15 7-Jul-15 7-Jul-15

RUIS INAI CTRS CTRP CTRA BMAS

RIGHT ISSUE No Code 1 ADHI 2 AHAP 3 AGRO 4 BIPP 5 CENT 6 INPP 7 HDFA 8 TOTO 9 WSKT

OS 100000 25 4 100 5 100 100000 24 100000

: : : : : : : : :

NS 76190 17 3 54 2 337 99111 1 36852

Ex-Date 8-Jul-15 8-Jul-15 8-Jul-15 8-Jul-15 8-Jul-15 8-Jul-15 Price (IDR) 2000-2700 150 100 140 150 325 190-245 3600 1450

Pay -Date 31-Jul-15 31-Jul-15 28-Jul-15 28-Jul-15 31-Jul-15 31-Jul-15

Ammount (IDR) 10.00 35.00 26.00 6.00 8.00 3.21

Cum

Trade

22-Jun-15 25-Jun-15 2-Jul-15 19-Jun-15 19-Jun-15 6-Jul-15 17-Jun-15 17-Jun-15

29 Jun - 3 Jul 15 2 Jul - 8 Jul 15 9 Jul - 22 Jul 15 26 Jun - 2 Jul 15 26 Jun - 9 Jul 15 13 Jul - 23 Jul 15 24 Jun - 1 Jul 15 24 Jun -1 Jul 15

OSO SECURITIES



RESEARCH TEAM Supriyadi

Head of Research

+62 21 2991 5300

Research Analyst

+62 21 2991 5300

Research Analyst

+62 21 2991 5300

([email protected])

Rifqiyati ([email protected])

RiskaAfriani ([email protected])

HEAD OFFICE

Cyber 2 Tower, 22nd Floor Jl. HR. Rasuna Said Blok X-5 No. 13 JakartaSelatan 12950 Tel: +62-21-299-15-300 Fax : +62-21-290-21-497 BRANCHES Semarang Jl. Dr. Cipto No. 96 C - D Semarang, Jawa Tengah Tel: 024 - 3575511

Yogyakarta GaleriInvestasi UIN SunanKalijaga Jl. MarsdaAdisucipto Yogyakarta 55281 Tel: +62-274 55 31 63 Fax: +62-274 55 31 63

Akastiebi STIE Bisnis Indonesia Kampus Kebayoran AKA Building Jl. Bangka Raya No.2 Kebayoran Baru Jakarta Selatan Tel: +62-21 717 945 52 (General) Fax: +62 –21 717 944 65

Solo Solo Centre Point Jl. SlametRiyadi 373, Ruko A7B, Purwosari, Solo JawaTengah Tel: +62-271 717 909 Fax: +62-271 710 689

Bandung Grand Royal Panghegar lnt 2,10-11 JL. Merdeka No 2 Bandung, Jawa Barat Tel: +62-22 424 0269 (General) Fax +62-22 424 0279

Surabaya Jl. Dr. Sutomo No. 97C Fl. 5th,Surabaya JawaTimur Tel: +62-31 563 0234 (Hunting) Fax: +62-31 5630 26

Bali Shopping Archade A-4 JL. PantaiKuta The Stones Hotel Bali, Indonesia Tel: 0361-754020, 0361-757037 Fax : 0361–754779

Jember Jember Business Centre (JBC) Jl. Trunojoyo No. 26 Blok A-8, Jember JawaTimur Tel: +62-331 421050 (Hunting) Fax: +62-331 420320

Medan Mandiri Building Fl. VII Jl. Imam Bonjol No. 16 D Medan, Sumatera Utara Tel: +62-614539955 Fax: +62-614529427

Makasar Jl. Pengayoman no.118 (sampingcarefour) Makassar, Sulawesi Selatan Tel: 0411 - 439 050 Fax. 0411 - 431 373

Malang Ruko Borobudur Bisnis Center Jl. Terusan Borobudur Kav. 5 Malang, JawaTimur Tel: 0341 - 407771

DISCLAIMER This report has been prepared by PT OSO Securities on behalf of itself and its affiliated companies and is provided for information purposes only. Under no circumstance.is it to be used or considered as an offer to sell, or a solicitation of any offer to buy. This report has been produced independently and the forecasts, opinions and expectations contained herein are entirely those of PT. OSO Securities. We expressly disclaim any responsibility or liability (express or implied) of PT. OSO Securities, 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 PT. OSO Securities, its affiliated companiesor their respective employees or agents accepts liability for any errors, omissions or mis-statements, 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. The information contained in this report is not be taken as any recommendation made by PT. OSO Securities or any other person to enter into any agreement with regard to any investment mentioned in this document. This report is prepared for general circulation. It does not have regards tothe specific person who may receive this report. In considering any investments you should make your own independent assessment and seek your own professional financial and legal advice.

OSO SECURITIES. OSODaily 14 Juli 2015 JCI 4, %

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