PERUSAHAAN. Rabu, 24 Agustus IHSG Berpotensi Menguat

Rabu, 24 Agustus 2016

LAPORAN HARIAN

Penutupan Americas INDU Index 18,547.30 SPX Index 2,186.90 CCMP Index 5,260.08 IBOV Index 58,020.04 EMEA UKX Index 6,868.51 CAC Index 4,421.45 RTSSTD Index 12,967.82 IBEX Index 8,580.90 FTSEMIB Index 16,778.05 AEX Index 452.18 SMI Index 8,201.61 Asia / Pacific NKY Index 16,638.89 HSI Index 22,998.93 SHCOMP Index 3,089.71 TWSE Index 9,030.93 KOSPI Index 2,048.84 JCI Index 5,417.14 SET Index 1,540.06 PCOMP Index 7,935.18 SENSEX Index 27,990.21 FSSTI Index 2,850.43 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

17.88 4.26 15.475 238.8

0.10 0.20 0.30 0.41

6.44 6.99 5.05 33.84

17.86 20.50 38.95 158.48

39.97 31.51 66.01 112.9 408.91 4.55 43.76

0.59 0.72 0.51 1.33 2.50 1.02 0.54

10.03 (4.65) 11.43 (10.09) (21.67) 2.34 (6.99)

56.93 22.60 7.54 21.32 3.88 44.32 28.79

141.53 1.02 4.901 49.12 -1.09 -10.035 0.82 -46.03 4.67 9.24 Terakhir 5,832.93 5,934.00 6,014.00 1,013.48 (163,179.00)

0.86 0.00 0.16 0.55 -0.05 -0.18 0.05 -0.58 0.02 0.33

(12.58) 4.95 (12.70) 8.31 4.46 17.94 19.57 14.14 7.17 (1.12) Sebelumnya 5,844.24 6,479.05 5,094.97 786.38 285,814.75

20.67 11.95 17.28 16.50 16.57 27.45 20.52 22.42 20.64 12.21 %Prb -0.19 -8.41 18.04 28.88 -157.09

Sebelumnya 10,265.00 4,748.50 18,540.00 47.05 2.36 68.15 1,337.57 690.00 2,860.00

%Prb 0.00 -0.81 0.86 1.28 0.39 -1.54 -0.02 1.45 -1.49

Terakhir 10,265.00 4,710.00 18,700.00 47.65 2.37 67.10 1,337.29 700.00 2,817.50

Terakhir (US$) Last (US$) 63.01

% Prb %Change 0.21

%Ytd

Konversi (Rp) Conv (Rp) 20,802.28

PERKIRAAN PASAR HARI INI

P/E

Terakhir (Rp) Last (Rp) 4,220.00

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 - Cigarette Pharmaceutical Sector Healthcare Sector Transportation Sector Automotive Sector Poultry Sector Crops Sector Fishery Sector Retail Sector

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

-

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 ([email protected])

PERKEMBANGAN INDUSTRI / PERUSAHAAN 

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

PT PP (PTPP) Akan Laksanakan Rights Issue. BUY. Analyst: Maxi Liesyaputra.


LAPORAN HARIAN

RESEARCH

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 1 2 3 4 5

Stock ASII IJ TLKM IJ BBRI IJ BMRI IJ BBCA IJ

Top Value (IDR) 643,205,400,000 563,447,600,000 430,426,600,000 301,605,400,000 234,870,800,000

No 1 2 3 4 5

Stock BEKS IJ MYRX IJ BKSL IJ TMPO IJ KIJA IJ

Top Volume (Shares) 941,504,000.00 924,117,800.00 213,281,600.00 137,912,600.00 136,177,800.00

No Top Gainers 1 PICO IJ 2 NISP IJ 3 AKKU IJ 4 ASSA IJ 5 PLAS IJ

% change 34.05 23.53 18.56 14.59 13.19

No 1 2 3 4 5

% change -9.9 -9.89 -9.88 -9.84 -9.52

Top Losers MITI IJ EXCL IJ BEKS IJ MSKY IJ SUGI IJ

No Leading Movers 1 TLKM IJ 2 NISP IJ 3 KLBF IJ 4 HMSP IJ 5 MIKA IJ

% change 1.44 23.53 5.52 0.75 4.60

No Lagging Movers 1 ASII IJ 2 BBRI IJ 3 EXCL IJ 4 BMRI IJ 5 SMGR IJ

% change -2.41 -2.53 -9.89 -0.88 -3.36

6,000 14,990

5,500

12,310

5,000 4,500

9,630

4,000

6,950

3,500

4,270

3,000 1-Jan

1,590 11-Mar

20-May

29-Jul

7-Oct

Volume (RHS) (Bn Shares)


16-Dec

24-Feb JCI (LHS)

5-May

14-Jul


LAPORAN HARIAN

RESEARCH

PERKEMBANGAN INDUSTRI / PERUSAHAAN PT PP (PTPP) Akan Laksanakan Rights Issue Berita: 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 ([email protected])



LAPORAN HARIAN

RESEARCH TARGET HARGA SAHAM

Market Capitalization (Bn)

EPS Growth 1 Year

PER FY16F

PBV FY16F

PEG Ratio

DER (x)

ROE (%)

Total Return 1 Year (Current)

% of Free Float Shares

Rec 2016

TP (Rp/share) 2016

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

318,666 91,565 252,242 210,000 17,844 10,375 6,713 129,629

9.27 -15.74 4.98 2.33 62.04 23.38 -5.81 11.49

18.71 11.26 11.63 10.76 8.20 6.20 5.74 10.36

3.87 1.56 2.61 1.88 1.10 1.10 1.03 1.88

2.72 6.50 2.13 2.38 0.28 n.a. n.a. 2.80

9.77 47.50 60.64 48.30 173.70 120.27 21.34 68.79

20.46 13.35 24.47 17.35 14.49 20.44 15.33 17.98

-4.37 -6.15 0.35 -8.64 43.89 32.82 3.44 8.76

50.84 40.00 43.25 40.00 39.97 25.00 20.00

BUY NOT RATED BUY BUY HOLD BUY BUY

14,300 12,200 11,400 1,800 990 510

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

59,452 52,049 5,952 7,893 31,336

-17.65 -18.68 5.88 n.a. -10.15

21.30 11.00 13.76 29.07 18.78

3.00 1.80 0.87 2.18 1.96

n.a. 1.90 n.a. n.a. 1.90

0.51 14.58 0.00 70.63 21.43

16.50 16.57 12.58 2.42 12.02

-20.54 -24.60 95.48 -31.29 4.76

35.97 48.99 23.76 19.36

BUY BUY HOLD HOLD

19,200 12,250 334 1,020

Telecommunication TLKM IJ Equity ISAT IJ Equity EXCL IJ Equity Average

391,104 34,913 39,973 155,330

6.51 34.77 96.84 46.04

17.57 131.40 157.23 102.07

4.02 2.33 2.36 2.90

1.27 n.a. 0.58 0.92

35.66 138.43 197.65 123.91

21.50 -4.93 6.55 7.71

34.42 60.63 1.11 32.05

48.80 20.71 46.91

HOLD BUY BUY

3,900 7,100 4,480

Transportation GIAA IJ Equity BIRD IJ Equity TAXI IJ Equity SOCI IJ Equity WINS IJ Equity Average

12,210 10,184 333 2,979 977 5,336

n.a. -2.08 -72.84 -14.71 n.a. -29.87

9.10 15.00 2.80 7.46 6.95 8.26

0.87 3.48 0.29 0.98 0.58 1.24

n.a. n.a. n.a. n.a. n.a. #DIV/0!

142.56 45.50 174.03 67.94 47.37 95.48

7.30 21.13 0.23 15.86 -2.66 8.37

5.62 -48.29 -83.94 -26.61 -28.57 -36.36

14.86 15.05 49.00 15.00 42.19

BUY HOLD SELL BUY HOLD

525 7,800 160 650 225

Automotive ASII IJ Equity IMAS IJ Equity Average

273,264 3,941 138,602

-24.68 63.82 19.57

16.68 42.83 29.75

1.91 1.32 1.61

1.31 n.a. 1.31

55.83 224.34 140.09

13.25 -0.69 6.28

0.01 -56.90 -28.45

49.85 10.34

HOLD HOLD

7,000 3,000


EPS Growth 1 Year

PER FY16F

PBV FY16F

PEG Ratio

DER (x)

ROE (%)



Rec 2016

TP (Rp/share) 2016

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

18,079 9,757 18,595 34,204 2,677 8,105 15,236

2.78 30.85 39.09 78.26 15.78 -47.28 19.91

23.90 10.77 24.56 23.60 15.56 25.05 20.57

3.79 1.98 6.19 3.30 3.23 3.90 3.73

0.88 0.63 0.84 0.69 0.95 0.54 0.75

64.55 55.57 64.79 79.82 4.57 20.00 48.22

15.10 13.53 21.37 18.86 23.71 8.00 16.76

12.42 55.22 6.44 59.37 -2.88 -7.41 20.53

34.87 74.20 46.48 33.96 33.68 30.39

HOLD BUY BUY BUY BUY BUY

3,180 2,645 4,420 3,150 840 1,090

Infrastructure PGAS IJ Equity JSMR IJ Equity Average

56,483 35,020 45,751

-33.33 3.14 -15.10

12.48 21.30 16.89

2.54 3.00 2.77

n.a. 1.16 1.16

89.61 129.01 109.31

12.84 15.58 14.21

-44.00 -5.61 -24.81

43.03 30.00

HOLD BUY

3,000 6,800

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

4,715 3,649 193 2,455 2,753

n.a. -11.84 -26.35 -78.83 -39.01

1048.86 17.48 5.17 8.44 269.99

122.06 1.37 0.66 0.46 31.14

n.a. n.a. n.a. n.a. #DIV/0!

225.23 28.07 162.70 57.53 118.38

-23.90 15.21 12.86 -5.56 -0.35

-47.57 4.03 17.49 -12.28 -9.58

49.00 41.08 49.82 100.00

BUY NOT RATED NOT RATED HOLD

1,550

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

9,746 5,412 3,108 41,573 22,689 4,035 5,252 2,585 2,964 5,464 29,618 24,924 25,463 5,827 13,476

-45.64 -0.22 -15.29 -46.76 -2.13 -15.44 15.66 -45.93 -27.70 23.65 -49.84 -79.06 -38.26 -14.79 -24.41

7.92 7.65 12.14 17.60 14.19 6.57 9.20 8.18 9.68 9.27 10.11 15.10 18.15 7.10 10.92

1.59 1.06 0.53 2.00 2.56 0.93 1.83 1.22 1.59 1.20 2.96 1.65 3.97 0.97 1.72

n.a. n.a. n.a. 1.27 n.a. n.a. n.a. n.a. n.a. n.a. 1.03 n.a. 1.62 n.a. 1.31

111.59 69.60 14.83 35.86 40.44 60.61 18.73 46.78 42.09 75.00 51.91 65.37 82.31 70.50 56.12

12.01 12.24 1.46 8.69 14.84 7.31 18.66 8.53 24.13 12.97 20.70 2.50 10.79 8.51 11.67

-17.66 -30.00 -8.79 19.99 14.08 15.83 2.30 -35.47 -36.05 -17.74 39.46 -12.51 5.12 7.61 -3.85

48.52 27.09 65.67 37.90 69.37 43.72 37.34 41.79 68.76 65.22 47.80 94.75 67.69 74.12

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

380 300 90 2,225 980 470 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

27,475 6,746 9,245 3,686 6,896 10,810

-75.28 n.a. -32.09 -27.22 -69.64 -51.06

68.93 15.45 13.68 9.76 47.31 31.03

2.75 0.02 1.26 0.77 0.37 1.03

1.13 1.07 n.a. n.a. 2.27 1.49

66.10 135.78 0.00 81.16 52.85 67.18

7.56 -3.87 7.16 8.13 2.04 4.20

-34.18 -49.16 -14.04 12.86 -27.12 -22.33

34.80 34.46 40.41 27.22 21.45

BUY BUY BUY HOLD HOLD

17,600 220 1,700 1,540 450

Metal ANTM IJ Equity INCO IJ Equity TINS IJ Equity Average

17,663 17,190 5,176 13,343

-83.16 -70.59 -84.44 -79.40

14.73 11.55 232.16 86.15

0.50 0.64 0.74 0.63

n.a. n.a. n.a. #DIV/0!

55.20 7.97 39.37 34.18

-7.96 0.55 2.06 -1.78

25.90 -36.48 -3.65 -4.74

35.00 20.49 35.00

HOLD HOLD BUY

420 1,850 810

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

27,188 2,176 10,000 17,915 14,320

-14.21 n.a. -66.67 9.93 -23.65

11.56 7.42 8.59 6.89

0.39 0.43 0.73 1.36 0.73

n.a. n.a. n.a. 16.30 16.30

46.74 0.00 0.00 21.77 17.13

5.32 -7.01 5.63 22.99 6.73

11.98 -26.70 -29.06 -5.30 -12.27

42.89 27.64 29.07 28.74

BUY HOLD BUY BUY

1,090 810 9,800 8,800

331,524 61,902 100,730 35,506 4,619 7,491 129,828 95,943 Market Capitalization (Bn)

-1.29 -19.52 13.44 202.44 -9.11 43.45 19.04 35.49 EPS Growth 1 Year

35.74 19.01 31.60 23.89 22.00 48.81 21.58 28.95 PER FY16F

39.20 2.74 5.19 7.18 3.10 7.94 2.98 9.76 PBV FY16F

4.78 1.59 1.72 0.81 n.a. 0.93 1.22 1.84 PEG Ratio

35.22 64.02 17.51 68.50 96.09 83.67 54.10 59.87 DER (x)

91.56 11.70 20.41 26.23 9.68 25.17 18.51 29.04 ROE (%)

9.75 8.14 39.07 61.38 -23.94 29.76 51.34 25.07 Total Return 1 Year (Current)

15.01 49.92 19.47 66.93 47.12 30.63 23.53

BUY BUY BUY BUY BUY BUY HOLD

43,500 7,700 16,700 32,000 2,150 1,450 68,000


Rec 2016

TP (Rp/share) 2016

Pharmaceutical KLBF IJ Equity KAEF IJ Equity Average

65,391 6,526 35,958

-2.99 -2.76 -2.88

32.65 21.16 26.90

8.65 2.82 5.74

3.77 n.a. 3.77

3.65 17.44 10.54

19.47 12.25 15.86

-16.73 19.43 1.35

43.35 9.97

BUY BUY

1,700 1,370

Healthcare SILO IJ Equity MIKA IJ Equity Average

12,515 39,869 26,192

-2.01 2.63 0.31

237.09 70.45 153.77

9.95 20.90 15.43

n.a. n.a. #DIV/0!

1.88 0.00 0.94

4.42 23.12 13.77

-25.17 11.39 -6.89

29.18 18.00

BUY BUY

16,400 2,800

Poultry CPIN IJ Equity JPFA IJ Equity MAIN IJ Equity Average

59,525 11,673 3,638 24,945

4.67 37.50 29.17 23.78

17.60 14.30 19.71 17.20

4.47 1.42 2.93 2.94

n.a. 0.26 n.a. 0.26

65.79 111.70 126.08 101.19

17.54 18.36 3.74 13.21

30.16 105.51 -6.61 43.02

44.47 42.16 42.91

BUY BUY UNDER REVIEW

4,075 950 -

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 MAPI IJ Equity Average

6,954 6,922 6,938

-4.95 -52.08 -28.52

28.32 26.60 27.46

3.10 4.26 3.68

n.a. 0.51 0.51

0.00 122.89 61.45

10.10 1.49 5.79

47.19 -25.89 10.65

40.46 44.00

HOLD HOLD

830 4,780

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 TBIG IJ Equity Average

42,342 31,537 36,940

253.66 105.87 179.76

30.43 23.93 27.18

8.30 8.10 8.20

0.76 1.17 0.96

128.96 1,161.70 645.33

47.88 63.30 55.59

3.75 -29.01 -12.63

67.28 47.82

HOLD SELL

4,500 6,350

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

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



LAPORAN HARIAN

RESEARCH

RESEARCH TEAM Phone Fax Email Website

: +62 21 25543946 (Hunting) : +62 21 57935831 : [email protected] : www.bnisecurities.co.id

Norico Gaman (Head of Research Division) [email protected] Ext: 3934 Investment Strategy

Maxi Liesyaputra (Head of Equity Research Department) [email protected] Ext: 3968 Construction, Property, Infrastructure, Cement

Ariawan (Head of Fixed Income Research Department) [email protected] Ext: 2098 Fixed Income Market, Corporate & Government Bond

Andri Zakarias Siregar (Head of Technical Analysis Research Department) [email protected] Ext: 2054 Market Strategy, Currency Commodities, Bond & Stocks

Heru Irvansyah (Economist) [email protected] Ext: 2030 Macroeconomic and Financial Market

Yasmin Soulisa (Equity Analyst) [email protected] Ext: 3987 Plantation, Coal Mining, Metal Mining, Oil & Gas, Media & Advertising

Richard Jerry (Equity Analyst) [email protected] Ext: 2032 Telecommunication, Banking, Tower Infrastructure, e-Commerce

Ankga Adiwirasta (Equity Analyst) [email protected] Ext: 3986 Consumer Goods, Pharmaceutical, Health Care, Manufacture

Dessy Lapagu (Equity Analyst) [email protected] Ext: 2051 Poultry, Crops, Fishing, Retail

Thennesia Debora (Equity Analyst) [email protected] Ext: 2123 Transportation, Automotive, Heavy Equipment

R. Venia Allani Meissalina (Research Assistant) [email protected] Ext: 2050 Data Administrator

Indah Lestari Permata Herlina (Research Assistant) [email protected] Ext: 2073 Data Administrator



LAPORAN HARIAN

RESEARCH

EQUITY TEAM CM Fax No

: +62 21 25543946 (Hunting) : +62 21 57935831

Sukanto

ext. 3997

[email protected]

Equity Division Head

Jufrani Amsal

ext. 3957

[email protected]

Channel Distribution Division Head

Entis Sutisman

ext. 3945

[email protected]

Head of Equity Business Department

Fian Pusparini

ext. 3958

[email protected]

Head of Institutional Relation

Yulinda

ext. 3950

[email protected]

Institutional Sales

Teguh Hendro

ext. 3948

[email protected]

Institutional Sales

Danovan Yazir

ext. 3929

[email protected]

Institutional Sales

Dharmawan P.

ext. 3916

[email protected]

Institutional Sales

Fachrial Bayu

ext. 3966

[email protected]

Institutional Sales

Jericho Biere

ext. 3932

[email protected]

Institutional Sales

Dini Desita

ext. 3981

[email protected]

Client Relation

Putri Erinasari

ext. 3920

[email protected]

Client Relation

Anindyah Nurahmah ext. 2140

[email protected]

Client Relation

Iffa Rizqi Izzata

[email protected]

Client Relation

ext. 3931



LAPORAN HARIAN

RESEARCH MAIN OFFICE - JAKARTA PT BNI SECURITIES

Sudirman Plaza, Indofood Tower 16th Floor Jl. Jend. Sudirman Kav. 76-78 Jakarta 12910, Indonesia Phone: (62-21) 25543946 (Hunting) Fax: (62-21) 57935831 e-mail: [email protected] (General) Website: http://www.bnisecurities.co.id JAKARTA – PT BNI Securities Sudirman Plaza Indofood Tower Lt.16 Jl. Jend. Sudirman Kav. 76-78 Jakarta 12910 Phone: (62-21) 25543946 Fax: (62-21) 57935831 e-mail: [email protected] JAKARTA - Mangga Dua Pertokoan Mangga Dua Blok E4 No. 7 Jl. Mangga Dua Raya, Jakarta Utara Phone: (62-21) 6123804-5,62203890 Fax: (62-21) 6123806 e-mail: [email protected] JAKARTA - Puri Indah Ruko Puri Kencana Blok K6 - 2K Lt.2 Puri Kembangan, Jakarta Barat Phone: (62-21) 58357464 Fax: (62-21) 58357465 e-mail: [email protected] JAKARTA - Central Park Central Park, Office Tower Podomoro City Jl. Letjen S. Parman Kav 28, Tanjung Duren Selatan, Grogol Petamburan Phone: (62-21) 29034215 Fax: (62-21) 29034216 email: [email protected] BANDUNG Jl. Perintis Kemerdekaan 3 Bandung - 40117 Phone: (62-22) 4213375 Fax: (62-22) 4220604 e-mail: [email protected] YOGYAKARTA Jl. Laksda Adisucipto 137, Yogyakarta - 55282 Phone: (62-274) 581001-584032 Fax: (62-274) 584023 e-mail: [email protected] SOLO Jl. Honggo Wongso No. 24, Surakarta Phone: (62-271) 729667, 730525 Fax: (62-271) 729668 e-mail: [email protected] SURABAYA Jl. Gubernur Suryo No. 36, Surabaya Phone: (62-31) 5320912 Fax: (62-31) 5318425 e-mail: [email protected]

MALANG Jl. Buring No. 58, Malang Phone: (62-341) 321214,321213,321430 Fax: (62-341) 356876 e-mail: [email protected] DENPASAR Komplek Pertokoan Diponegoro Megah Blok A5-6 Lantai 2 Jl. Diponegoro No. 100, Denpasar - Bali Phone: (62-361) 264376, 2753389 Fax: (62-361) 229170 e-mail: [email protected] MEDAN Jl. Pemuda No. 12, Medan - 20151 Phone: (62-61) 4579616 Fax: (62-61) 4579656 e-mail: [email protected] PALEMBANG Jl. Jend. Sudirman 132, Palembang - 30126 Phone: (62-711) 361969 Fax: (62-711) 319663 e-mail: [email protected] PEKANBARU Jl. Riau, No. 124, Lt. 2, Pekanbaru Phone: (62-761) 46757, 839698 Fax: (62-761) 856279 e-mail: [email protected] MANADO BNI KLN Megamas, Lt. 3, Kawasan Mega Mas Blok I C1 Jl. Piere Tendean, No. 20, Manado Phone: (62-431) 847256 Fax: (62-24) 847256 e-mail: [email protected] ACEH Kantor Cabang BNI Banda Aceh Lt.2 Jl. KH. Ahmad Dahlan No. 111, Banda Aceh Phone: (62-651) 31109 Fax: (62-651) 31107 BANJARMASIN Gd. Bank BNI Antasari Lt. 2 Jl. Pangeran Antasari No. 44 RT 008, Banjarmasin Phone: (62-511) 3253735 Fax: (62-651) 3253754 e-mail: [email protected]

Copyright 2009, BNI Securities. All rights reserved. This research report is prepared for the use of BNI Securities clients and may not be redistributed, retransmitted or disclosed, in whole or in part, or in any form or manner, without the express written consent of BNI Securities. BNI Securities research reports are distributed simultaneously to internal and client websites eligible to receive such research prior to any public dissemination by BNI Securities of the research report or information or opinion contained therein. Any unauthorized use or disclosure is prohibited. Receipt and review of this research report constitutes your agreement not to redistribute, retransmit, or disclose to others the contents, opinions, conclusion, or information contained in this report (including any investment recommendations, estimates or price targets) prior to BNI Securities's public disclosure of such information. The information herein (other than disclosure information relating to BNI Securities and its affiliates) was obtained from various sources and we do not guarantee its accuracy. BNI Securities makes no representations or warranties whatsoever as to the data and information provided in any third party referenced website and shall have no liability or responsibility arising out of or in connection with any such referenced website. his document is not intended to be an offer, or a satisfaction of an offer, to buy or sell relevant securities (i.e. securities mentioned herein or of the same issuer and options, warrants or rights to or interest in any such securities). The information and opinions contained in this document have been compiled from or arrived at in good faith from sources believed to be reliable. No representation or warranty, expressed or implied, is made by BNI SECURITIES or any other member of the BNI Group, including any other member of the BNI Group from whom this document may be received, as to the accuracy or completeness of the information contained herein. All opinions and estimates in this report constitute our judgment as of this date and are subject to change without notice.


PERUSAHAAN. Rabu, 24 Agustus IHSG Berpotensi Menguat

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