PERUSAHAAN. Rabu, 10 Februari IHSG Masih Berpotensi Tertekan

Rabu, 10 Februari 2016

LAPORAN HARIAN

Penutupan Americas INDU Index 16,014.38 SPX Index 1,852.21 CCMP Index 4,268.76 IBOV Index 40,592.09 EMEA UKX Index 5,632.19 CAC Index 3,997.54 RTSSTD Index 11,383.00 IBEX Index 7,927.60 FTSEMIB Index 15,913.12 AEX Index 392.58 SMI Index 7,583.27 Asia / Pacific NKY Index 16,010.81 HSI Index 19,288.17 SHCOMP Index 2,763.49 TWSE Index 8,063.00 KOSPI Index 1,917.79 JCI Index 4,768.63 SET Index 1,303.96 PCOMP Index 6,637.43 SENSEX Index 24,020.98 FSSTI Index 2,623.21 Deskripsi Kapitalisasi Pasar (IDR Triliun) Volume Transaksi (Juta Saham) Nilai Transaksi (IDR Juta) Nilai/ saham (IDR) Net Asing (IDR Juta) Komoditas Nikel/Nickel (US$/Ton) Tembaga/Copper (US$/Ton) Timah/Tins (US$/Ton) Minyak/Oil (US$/BBL) (*) Gas (US$/MMBTU) Batu Bara/Coal (US$/Ton) (**) Emas/Gold (USD/OZ) CPO PALMROTT(USD/ton) CPO MALAYSIA(RM/ton) (*) WTI Cushing (**) McCloskey Newscatle ADR Stocks Saham Telkom

Bloomberg Kode TLK US

RESEARCH

Perubahan

%Prb

%Ytd

P/E

-12.67 -1.23 -14.99 -229.64

-0.08 -0.07 -0.35 -0.56

(8.10) (9.38) (14.75) (6.36)

14.55 16.68 36.48 21.41

-57.17 -68.77 -157.37 -194.5 -528.08 -8.03 -175.94

-1.00 -1.69 -1.36 -2.39 -3.21 -2.00 -2.27

(9.77) (13.79) (2.19) (16.94) (25.70) (11.14) (14.00)

23.94 20.17 7.87 16.34 3.88 24.85 18.48

-74.63 105.08 -17.531 -68.24 1.53 -30.321 -3.61 -127.7 -266.44 64.72 Terakhir 5,062.04 2,306.00 3,296.00 1,429.31 337,386.63

-0.46 0.55 -0.63 -0.84 0.08 -0.63 -0.28 -1.89 -1.10 2.53

(15.88) (11.98) (21.92) (3.30) (2.22) 3.82 1.24 (4.53) (8.03) (9.00) Sebelumnya 5,094.26 3,772.10 7,753.43 2,055.47 2,317,499.25

17.62 8.40 14.58 12.98 14.34 26.73 16.41 19.02 18.17 11.02 %Prb -0.63 -38.87 -57.49 -30.46 -85.44

Sebelumnya 8,215.00 4,610.50 15,675.00 29.69 2.17 51.50 1,189.13 652.50 2,386.00

%Prb -1.52 -2.20 0.22 -5.89 6.34 -2.04 0.16 0.00 0.25

Terakhir 8,090.00 4,509.00 15,710.00 27.94 2.31 50.45 1,191.03 652.50 2,392.00

Terakhir (US$) Last (US$) 49.36

% Prb %Change -1.54

Konversi (Rp) Conv (Rp) 16,798.44

PERKIRAAN PASAR HARI INI IHSG Masih Berpotensi Tertekan Mayoritas indeks global kembali ditutup melemah. Indeks AS cenderung stagnan, dimana Dow melemah tipis ke level 16.014 (-0,08%). Demikian halnya dengan indeks zona Eropa yang rata-rata ditutup melemah diatas 1%. Seiring itu, harga minyak dunia kembali jatuh ke level USD 27,94 per barrel. Pelemahan indeks global ini masih dipicu kekhawatiran investor terhadap ketidakstabilan kondisi ekonomi global. Kekhawatiran akan pengetatan di pasar uang Eropa, kembali membuat saham-saham perbankan di Eropa turun signifikan. Eurobank Ergasias turun 12% dan Credit Suisse turun 8,4% pasca Bank Nasional Swiss memberikan sinyal masih adanya peluang penurunan suku bunga acuannya meski telah berada di area negatif. Selain itu, harga minyak dunia yang kembali jatuh dibawah level USD 30 per barrel turut menekan kinerja indeks global. Harga minyak dunia kembali jatuh pasca Badan Energi Internasional memprediksikan kelebihan stok minyak global sebanyak 1,75 juta barel per hari pada 1H16.

Terakhir (Rp)

Pada indeks domestik, IHSG ditutup melemah 0,6% ke level 4.768 pada perdagangan kemarin seiring dengan pelemahan indeks global dan regional. Tercatat investor domestik yang banyak melakukan aksi jual, sedangkan investor asing masih mencatatkan pembelian bersih senilai Rp 337 miliar. Sahamsaham berkapitalisasi besar masih menjadi pilihan investor asing. Kami memprediksikan IHSG hari ini masih akan cenderung tertekan terkena imbas dari penurunan harga minyak dunia yang kembali menekan kinerja saham-saham berbasis energi.

Last (Rp) 3,375.00

Saham pilihan kami hari ini adalah BBRI, ASII, TLKM, BBCA, dan BBNI dengan rentang indeks antara 4.715 - 4.800.

Saham Pilihan Hari Ini

Rekomendasi

TP (Rp)

Property and Real Estate Sector Infrastructure Sector Cement Sector Banking Sector Telecommunication Sector Tower (Telecommunication) Sector Oil & Gas Sector Metal Mining Sector Coal Mining Sector Palm Oil Sector Consumer Sector - FMCG Consumer Sector - Fcigarette Retail Sector Pharmaceutical Sector Healthcare Sector Transportation Sector Automotive Sector Poultry Sector Crops Sector Fishery Sector

NEUTRAL OVERWEIGHT NEUTRAL NEUTRAL OVERWEIGHT OVERWEIGHT OVERWEIGHT NEUTRAL NEUTRAL NEUTRAL NEUTRAL NEUTRAL NEUTRAL OVERWEIGHT OVERWEIGHT NEUTRAL NEUTRAL NEUTRAL OVERWEIGHT OVERWEIGHT

-

Analyst: Thennesia Debora ([email protected])

PERKEMBANGAN INDUSTRI / PERUSAHAAN 

Daily Report dapat dilihat di website BNI Securities : www.bnisecurities.co.id

Sektor Otomotif - Persaingan Semakin Ketat Ditengah Perlambatan Ekonomi. NEUTRAL. Analyst: Thennesia Debora.


LAPORAN HARIAN

RESEARCH

RINGKASAN BERITA 

PT Mitra Pemuda Tbk, perusahaan yang bergerak di bidang konstruksi akan mencatatkan sahamnya di Bursa Efek Indonesia dengan kode perdagangan MTRA. Menurut keterangan BEI disebutkan bahwa MTRA adalah emiten yang ke-523 yang tercatat di bursa. Jumlah saham yang ditawarkan sebanyak 170.000.000 lembar senilai Rp31.450.000.000.



PT Bukit Asam Tbk (PTBA) siap mencairkan fasilitas pinjaman 400 juta dolar AS atau setara Rp5,4 triliun dari The Export Import Bank of China (Cexim) 2016 dari total komitmen pinjaman 1,2 miliar dolar AS (Rp16,3 triliun).



PT PP Properti Tbk (PPRO) membentuk perusahaan patungan dengan PT Jababeka Tbk (KIJA) pada 4 Februari 2016. Nilai transaksi modal saham perusahaan patungan mencapai Rp73.872.550.000. Modal itu terdiri dari setoran PT Jababeka Tbk sebesar Rp37.675.000.000 dan Perseroan sebesar Rp36.197.550.000.



PT Bank MNC Internasional Tbk atau MNC Bank (BABP) berencana menggenjot perolehan pendapatan berbasis biaya atau Fee Based Income (FBI). Untuk itu, MNC Bank siap meluncurkan produk digital banking di tahun ini.



Kontraktor pelat merah PT Waskita Karya (Persero) Tbk (WSKT) berhasil membukukan laba bersih yang dapat diatribusikan kepada entitas induk sebesar Rp1,04 triliun sepanjang 2015, meroket 104% dari tahun sebelumnya Rp511,57 miliar.



PT Waskita Karya Tbk (WSKT) berencana menjual saham dua anak usahanya melalui skema divestasi. Kedua anak usaha itu adalah PT Waskita Beton Precast (WBP) dan PT Waskita Tol Road (WTR).



PT Sri Rejeki Isman Tbk (SRIL) memperoleh kontrak pengadaan seragam militer untuk Uni Emirat Arab (UEA), yang disusul pemberian fasilitas pinjaman sebesar USD18 juta dari Bank Rakyat Indonesia Tbk (BBRI) untuk pembiayaan ekspansi. Tahun ini, SRIL akan menyediakan sekitar 150 ribu potong pakaian.



PT Vale Indonesia Tbk. (INCO) menghabiskan dana sebesar US$340.567,3 untuk kegiatan eksplorasi pada Januari 2016. Nilai tersebut setara dengan Rp4,66 miliar jika memakai acuan kurs tengah BI hari ini di level Rp13.689/US$.

No 1 2 3 4 5

Stock BBNI IJ BBRI IJ TLKM IJ ASII IJ BBCA IJ

Top Value (IDR) 297,875,700,000 295,220,300,000 241,205,000,000 212,791,600,000 145,167,700,000

No 1 2 3 4 5

Stock MYRX IJ ELSA IJ ANTM IJ TLKM IJ BBNI IJ

Top Volume (Shares) 95,798,300.00 81,204,900.00 76,303,600.00 71,371,200.00 56,088,700.00

No Top Gainers 1 ASBI IJ 2 BIMA IJ 3 KDSI IJ 4 INRU IJ 5 PICO IJ

% change 24.93 20.83 18.38 16.05 12.31

No 1 2 3 4 5

% change -10 -10 -10 -9.63 -9.58

Top Losers FORU IJ GLOB IJ TGKA IJ FMII IJ AKKU IJ

No Leading Movers 1 HMSP IJ 2 ASII IJ 3 UNVR IJ 4 INDF IJ 5 PGAS IJ

% change 2.00 1.88 0.62 1.90 1.44

No Lagging Movers 1 TLKM IJ 2 BBRI IJ 3 BMRI IJ 4 ICBP IJ 5 BBCA IJ

% change -3.57 -2.64 -2.90 -4.52 -0.93 14,990

(Sumber : IQplus, Kontan, Indonesia Finance Today)

5,000

12,310

4,500

9,630

4,000

6,950

3,500

4,270

3,000 1-Jan

11-Mar

20-May

29-Jul Volume (RHS) (Bn Shares)


7-Oct

16-Dec JCI (LHS)

24-Feb

1,590 5-May


LAPORAN HARIAN

RESEARCH

PERKEMBANGAN INDUSTRI / PERUSAHAAN Sektor Otomotif - Persaingan Semakin Ketat Ditengah Perlambatan Ekonomi Berita: Sepanjang tahun 2015 kemarin, dua pemain besar di pasar mobil premium, yakni BMW dan Mercedes-Benz mencatatkan pertumbuhan penjualan ditengah perlambatan ekonomi. BMW mencatatkan kenaikan penjualan sebesar 6% menjadi 2.700 unit, dan Mercedes-Benz mencatatkan kenaikan penjualan sebesar 5,5% menjadi 3.784 unit. Kondisi ini berbanding terbalik dengan penjualan mobil merek Audi, Lexus, Jaguar, Chrysler, Infinity yang mencatatkan penurunan penjualan di tahun 2015. Disisi lain, agen pemegang merek mobil Suzuki, PT Suzuki Indomobil Sales telah menyusun rencana untuk memperbesar pangsa pasar mereka. 1) Perseroan akan merilis empat mobil baru yang akan diluncurkan setiap kuartal. Mobil pertama yang akan diluncurkan di 1Q16 adalah Suzuki Ertiga Dreza, 2Q16 perseroan akan meluncurkan mini sport utility vehicle (SUV) dan medium SUV pada 3Q16. Sedangkan di 4Q16, perseroan akan meluncurkan mobil hatchback. 2) Menambah jumlah diler tahun ini. Kurang lebih perseroan akan menambah 12 diler tahun ini. Pandangan analis: Kami menilai kinerja perusahaan otomotif hingga 1H16 ini masih cenderung tertekan. Kami memperkirakan penjualan mobil di FY16 nanti tidak akan jauh berbeda dari FY15 lalu dan hanya bertumbuh sebesar 5% yoy. Adapun faktor yang mempengaruhinya adalah masih rendahnya daya beli masyarakat ditengah kondisi ekonomi saat ini. Selain itu, tingginya tingkat non performing loan (NPL) di sektor otomotif menyebabkan perusahaan pembiayaan lebih selektif dalam memberikan kredit mereka. Ini tentu saja semakin menekan angka penjualan otomotif di Indonesia. Kami melihat SUV dan MPV masih akan menjadi primadona tahun ini. Sebagai tambahan informasi, selama FY15 penjualan mobil nasional turun 16,12% yoy menjadi 1.013.291 unit. Dan semenjak 1Q16, sudah ada dua agen mobil yang menyatakan mundur dari pasar otomotif Indonesia, yakni Ford Motor Indonesia dan agen pemegang merek mobil Abarth. Kami melihat tantangan di bisnis otomotif Indonesia masih cukup berat. Tingkat persaingan yang semakin ketat tidak diimbangi oleh peningkatan daya beli konsumen. Ini menjadi tantangan besar bagi pembisnis otomotif di Indonesia saat ini. Oleh karena itu, kami memiliki pandangan NEUTRAL untuk sektor otomotif Indonesia di FY16. Analyst: Thennesia Debora ([email protected])



LAPORAN HARIAN

RESEARCH TARGET HARGA SAHAM

Market Capitalization (Bn)

EPS Growth 1 Year

PER FY16F

PBV FY16F

PEG Ratio

Banking BBCA IJ Equity BBNI IJ Equity BBRI IJ Equity BMRI IJ Equity BBTN IJ Equity BJBR IJ Equity BJTM IJ Equity Average

332,843 96,507 283,079 208,250 13,122 7,175 6,295 135,324

15.62 19.05 13.57 9.16 -28.53 -18.70 13.92 3.44

18.71 11.26 11.63 10.76 8.40 6.15 5.74 10.38

3.87 1.56 2.61 1.88 1.00 1.00 1.03 1.85

1.20 0.59 0.86 1.17 -0.29 -0.33 0.41 0.52

Cement INTP IJ Equity SMGR IJ Equity SMBR IJ Equity SMCB IJ Equity Average

73,625 65,543 3,217 8,161 37,636

5.20 3.60 -10.35 -29.98 -7.88

16.29 16.12 13.76 29.07 18.81

3.25 3.42 0.87 2.18 2.43

3.13 4.47 -1.33 -0.97 -8.87

292,320 29,072 32,201 117,864

1.63 28.57 15.10

17.57 131.40 157.23 102.07

4.02 2.33 2.36 2.90

7,968 17,452 292 2,824 739 5,855

5.63 -10.82 -25.18 -10.12

10.28 15.00 2.80 6.81 6.95 8.37

249,986 7,190 128,588

-1.17 -1.17

14.09 42.83 28.84

Telecommunication TLKM IJ Equity ISAT IJ Equity EXCL IJ Equity Average Transportation GIAA IJ Equity BIRD IJ Equity TAXI IJ Equity SOCI IJ Equity WINS IJ Equity Average Automotive ASII IJ Equity IMAS IJ Equity Average


EPS Growth 1 Year

PER FY16F

DER (x) ROE (%)

Total Return 1 Year (Current)

% of Free Float Shares

Rec 2016

TP (Rp/share) 2016

22.00 15.60 24.66 19.23 12.67 18.24 14.94 18.19

3.00 -9.78 0.44 -15.68 11.70 3.21 7.78 0.10

50.84 40.00 43.25 40.00 39.89 25.00 20.00

BUY NOT RATED BUY BUY HOLD BUY BUY

0.01 0.16 0.01 0.62 0.20

20.73 19.56 13.60 0.96 13.75

-15.96 -31.12 -12.87 -51.95 -27.97

35.97 48.99 23.76 19.36

HOLD HOLD HOLD HOLD

17,400 10,850 334 1,020

10.75 4.60 7.67

0.82 2.97 3.32 2.37

21.77 -13.40 -3.60 1.59

5.20 62.90 -30.61 12.50

48.81 20.71 33.57

BUY HOLD BUY

3,300 5,400 4,200

0.80 3.48 0.29 1.15 0.58 1.26

2.66 -0.26 -0.28 0.71

0.91 44.54 1.57 0.71 0.48 9.64

-10.93 31.46 2.26 17.66 3.86 8.86

-35.58 -2.15 -88.12 -84.16 -52.50

14.86 15.05 49.00 15.00 42.44

BUY HOLD UNDER REVIEW BUY HOLD

425 7,800

1.97 1.32 2.02

-12.02 -13.03

0.73 2.33 1.53

17.49 -2.52 12.23

-9.00 -26.20 -17.60

49.85 10.46

HOLD HOLD

7,000 3,000

Rec 2016

TP (Rp/share) 2016

PBV FY16F

PEG Ratio

DER (x) ROE (%)



16,000 13,500 11,000 1,350 940 495

825 225

Construction WIKA IJ Equity ADHI IJ Equity PTPP IJ Equity WSKT IJ Equity TOTL IJ Equity WTON IJ Equity Average

17,679 8,030 18,304 23,341 2,199 7,975 12,921

7.81 -20.17 26.44 35.86 -15.76 6.84

23.90 10.77 24.56 35.06 15.56 25.05 22.48

3.79 1.98 6.19 5.86 3.23 3.90 4.16

3.06 -0.53 0.93 0.98 -0.99 1.38

0.76 1.16 1.01 1.11 0.00 0.09 0.69

13.29 22.59 23.46 14.25 24.46 10.20 18.75

-5.47 -2.88 28.10 69.39 -33.71 -25.40 5.01

34.87 74.20 49.00 33.95 33.73 38.03

HOLD BUY BUY BUY BUY BUY

3,180 2,645 4,420 2,180 840 1,090

Infrastructure PGAS IJ Equity JSMR IJ Equity Average

72,361 33,252 52,806

-25.00 36.56 5.78

12.48 23.10 17.79

2.54 3.49 3.02

-0.50 0.63 0.13

0.68 1.35 1.02

15.83 12.52 17.73

-49.31 -28.88 -39.10

43.03 29.99

HOLD BUY

3,320 6,850

Oil & Gas MEDC IJ Equity ELSA IJ Equity RUIS IJ Equity ENRG IJ Equity Average

3,866 2,270 173 2,455 2,191

-75.65 72.15 88.12 -78.83 1.45

1048.86 17.48 5.17 8.44 0.77

122.06 1.37 0.66 0.46 371.08

-13.86 0.24 0.06 -0.11 -0.11

1.38 0.48 2.52 1.09 1.47

-4.95 15.57 16.06 -3.10 12.87

-69.40 -51.89 18.51 -50.50 -38.32

49.00 41.08 49.82 94.29

HOLD NOT RATED NOT RATED HOLD

1,250

Property ASRI IJ Equity APLN IJ Equity BKSL IJ Equity BSDE IJ Equity CTRA IJ Equity CTRP IJ Equity CTRS IJ Equity BEST IJ Equity SSIA IJ Equity MDLN IJ Equity PWON IJ Equity LPKR IJ Equity SMRA IJ Equity KIJA IJ Equity Average

6,779 5,904 2,135 32,912 19,470 2,815 4,530 3,589 2,800 6,079 21,768 30,001 22,794 4,525 11,864

25.17 0.41 -91.53 37.37 35.09 -6.69 30.80 -47.84 -39.69 -70.99 122.07 107.38 26.86 297.85 30.45

7.92 7.65 12.14 12.83 14.19 6.57 9.20 8.18 9.68 9.27 10.11 15.10 18.15 7.10 10.58

1.59 1.06 0.53 2.11 2.56 0.93 1.83 1.22 1.59 1.20 2.96 1.65 3.97 0.97 1.73

0.31 18.70 -0.13 0.34 0.40 -0.98 0.30 -0.17 -0.24 -0.13 0.08 0.14 0.68 0.02 -0.30

1.08 1.01 0.26 0.28 0.54 0.60 0.15 0.16 0.48 0.68 0.63 0.64 0.80 0.62 0.57

5.80 13.80 -0.51 14.12 18.51 6.88 22.12 14.51 18.41 8.95 40.27 16.65 26.83 1.82 16.20

-31.62 -18.60 -33.11 -1.01 -1.51 -43.09 -15.67 -45.61 -30.43 -5.45 -5.22 18.23 11.94 -22.86 -16.00

48.52 27.14 74.27 35.43 69.50 44.70 38.14 41.79 68.72 64.04 47.80 94.74 67.69 68.95

HOLD HOLD HOLD BUY HOLD HOLD BUY BUY BUY HOLD BUY HOLD BUY BUY

380 300 90 2,360 980 470 2,850 438 780 450 545 1,320 1,830 280


120


LAPORAN HARIAN

RESEARCH TARGET HARGA SAHAM


EPS Growth 1 Year

PER FY16F

PBV FY16F

PEG Ratio

DER (x) ROE (%)



Rec 2016

TP (Rp/share) 2016

Agriculture AALI IJ Equity BWPT IJ Equity LSIP IJ Equity SGRO IJ Equity SIMP IJ Equity Average

29,448 5,233 8,836 2,693 6,216 10,485

38.99 -27.82 18.79 185.71 62.68 55.67

68.93 15.45 13.68 9.76 47.31 31.03

2.75 0.02 1.26 0.77 0.37 1.03

1.77 -0.56 0.73 0.05 0.75 0.55

0.87 2.30 0.16 0.88 0.89 1.02

7.07 -1.16 9.74 8.69 2.60 5.39

-24.62 -56.65 -33.40 -36.80 -47.34 -39.76

20.32 27.71 40.41 32.95 21.60

HOLD BUY BUY HOLD HOLD

20,000 220 1,700 1,540 450

Metal ANTM IJ Equity INCO IJ Equity TINS IJ Equity Average

8,579 16,991 3,947 9,839

325.00 31.51 178.26

14.73 11.55 232.16 28.44

0.50 0.64 0.74 1.26

0.04 7.37 2.49

0.71 0.27 0.90 0.75

-4.51 5.09 6.29 4.91

-57.86 -59.08 -57.55 -58.16

74.20 20.49 35.00

BUY HOLD BUY

420 1,850 610

Mining ADRO IJ Equity HRUM IJ Equity ITMG IJ Equity PTBA IJ Equity Average

18,712 2,082 7,938 13,594 10,581

-23.80 -99.03 -11.76 12.72 -30.47

11.56 7.42 8.59 6.89

0.39 0.43 0.73 1.36 0.73

-0.49 0.00 -0.63 0.68 -0.11

0.47 0.12 0.39 0.79 0.44

4.77 -5.02 12.18 22.27 8.55

-46.44 -50.00 -57.64 -55.27 -52.34

43.00 28.85 34.84 29.34

BUY HOLD HOLD BUY

670 810 7,900 6,900

Consumer UNVR IJ Equity INDF IJ Equity ICBP IJ Equity MYOR IJ Equity AISA IJ Equity ROTI IJ Equity GGRM IJ Equity Average

288,414 46,975 73,470 23,700 4,796 6,428 96,974 77,251

7.28 64.29 17.22 -61.28 4.27 19.35 24.01 10.73

35.74 19.01 31.60 23.89 22.00 48.81 21.58 28.95

39.20 2.74 5.19 7.18 3.10 7.94 2.98 9.76

4.91 0.30 1.83 -0.39 5.15 2.52 0.90 2.18

0.26 0.54 0.10 1.12 0.89 0.45 0.31 0.52

104.61 9.78 21.02 23.84 10.94 24.70 16.11 30.14

19.71 -18.87 13.01 5.52 -31.78 3.39 -16.34 -3.62

15.01 49.92 19.47 66.93 52.92 29.25 23.53

HOLD BUY HOLD BUY BUY BUY HOLD

40,000 7,600 15,800 32,000 3,150 1,450 52,000

Rec 2016

TP (Rp/share) 2016


EPS Growth 1 Year

PER FY16F

PBV FY16F

PEG Ratio

DER (x) ROE (%)



Pharmaceutical KLBF IJ Equity KAEF IJ Equity Average

63,281 5,443 34,362

7.32 9.35 8.33

32.65 21.16 26.90

8.65 2.82 5.74

4.46 2.26 1.61

0.03 0.02 0.02

22.06 14.66 19.35

-25.07 -28.28 -26.68

43.31 9.97

BUY BUY

1,700 1,370

Retail RALS IJ Equity MAPI IJ Equity Average

5,003 7,130 6,066

-9.08 -77.21 -43.15

28.32 26.60 66.82

3.10 4.26 3.68

-3.12 -0.34 4.14

0.00 0.91 0.46

9.44 -0.36 14.85

-15.26 -20.93 -18.10

40.46 44.00

HOLD HOLD

830 3,500

Healthcare SILO IJ Equity MIKA IJ Equity Average

11,301 36,450 23,875

13.63 13.63

237.09 70.45 153.77

9.95 20.90 15.43

17.40 17.40

0.02 0.00 0.01

4.67 30.13 17.40

-30.54 -30.54

29.18 18.00

BUY HOLD

16,400 2,800

Poultry CPIN IJ Equity JPFA IJ Equity MAIN IJ Equity Average

52,392 4,904 2,843 20,046

-30.67 -44.59 -37.63

17.60 14.30 19.71 17.20

4.47 1.42 2.93 2.94

-0.57 -0.32 1.09

60.28 136.85 174.96 124.03

11.25 -3.00 -15.85 -1.95

-22.24 -61.52 -51.35 -45.03

44.46 42.49 58.73

BUY HOLD BUY

5,110 400 2,000

Crops BISI IJ Equity

4,110

29.90

0.00

3.03

0.00

0.00

15.30

179.30

45.92

BUY

1,800

Wholesaler MPMX IJ Equity

1,968

-28.61

4.20

0.32

-0.15

1.11

9.35

-52.46

27.56

BUY

775

Towers TOWR IJ Equity TBIG IJ Equity Average

42,852 32,496 37,674

396.49 5.65 201.07

30.43 23.93 27.18

8.30 8.10 8.20

0.08 4.23 2.15

2.61 4.52 3.57

15.58 31.06 23.32

1.45 -27.15 -12.85

67.28 47.82

HOLD HOLD


4,500 7,000


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RESEARCH

RESEARCH TEAM Research Division : +62 21 25543946 Fax No. : +62 21 57935831 Thendra Crisnanda [email protected] (Equity Analyst)

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PERUSAHAAN. Rabu, 10 Februari IHSG Masih Berpotensi Tertekan

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