PERUSAHAAN. Selasa, 27 September 2016

Selasa, 27 September 2016

LAPORAN HARIAN

Penutupan Americas INDU Index 18,120.17 SPX Index 2,139.12 CCMP Index 5,235.03 IBOV Index 57,350.38 EMEA UKX Index 6,813.55 CAC Index 4,394.19 RTSSTD Index 12,985.54 IBEX Index 8,715.50 FTSEMIB Index 16,399.26 AEX Index 444.70 SMI Index 8,195.71 Asia / Pacific NKY Index 16,496.88 HSI Index 23,550.45 SHCOMP Index 3,026.05 TWSE Index 9,152.88 KOSPI Index 2,013.40 JCI Index 5,321.84 SET Index 1,492.73 PCOMP Index 7,575.84 SENSEX Index 28,634.50 FSSTI Index 2,852.14 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

-3.63 -0.04 -9.539 270.62

-0.02 0.00 -0.18 0.47

3.99 4.66 4.55 32.30

17.45 20.08 40.76 157.60

103.27 61.74 30.28 82.1 207.1 5.63 65.27

1.54 1.43 0.23 0.95 1.28 1.28 0.80

9.15 (5.24) 11.58 (8.68) (23.43) 0.65 (7.06)

57.27 22.43 7.00 21.62 3.88 41.80 29.30

-22.41 214.86 23.202 250.58 -2.38 54.072 13.66 22.08 35.47 24.69 Terakhir 5,729.32 3,455.00 3,793.00 1,097.83 (97,419.25)

-0.14 0.92 0.77 2.81 -0.12 1.03 0.92 0.29 0.12 0.87

(13.33) 7.47 (14.50) 9.77 2.66 15.87 15.89 8.97 9.64 (1.06) Sebelumnya 5,669.93 4,876.69 6,140.76 1,259.21 (140,336.50)

20.51 12.63 17.56 17.09 18.50 26.38 19.94 21.21 21.40 11.99 %Prb 1.05 -29.15 -38.23 -12.82 -30.58

Sebelumnya 9,725.00 4,788.00 19,100.00 43.03 2.35 71.15 1,313.13 695.00 2,816.50

%Prb 4.37 -0.25 1.31 0.63 6.98 0.14 0.12 2.16 0.60

Terakhir 10,150.00 4,776.00 19,350.00 43.30 2.52 71.25 1,314.77 710.00 2,833.50

Terakhir (US$) Last (US$) 63.54

% Prb %Change 1.86

%Ytd

Konversi (Rp) Conv (Rp) 20,504.31

PERKIRAAN PASAR HARI INI

P/E

Terakhir (Rp) Last (Rp) 4,200.00

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 Mengalami Pelemahan Bursa Amerika kembali ditutup di zona merah, di mana Dow Jones melemah 0,91% dan S&P 500 tercatat mengalami penurunan sebesar 0,86%. Hal serupa juga dialami bursa Eropa, di mana Euro Stoxx 600 mengalami penurunan sebesar 1,55% pada perdagangan kemarin. Melemahnya saham perbankan menjadi salah satu faktor yang menyebabkan melemahnya bursa Amerika dan Eropa setelah pemerintah Jerman mengindikasikan bahwa perlu dilakukan langkah penyelamatan untuk Deutsche Bank. Haven assets tercatat mengalami kenaikan permintaan di tengah ketidakpastian ekonomi global dan menyusul debat pertama calon preisden AS. Di pasar komoditas, WTI Crude ditutup di level USD 45,7/barrel, setelah Arab Saudi mengindikasikan akan melakukan pengurangan produksi. Sedangkan di Asia, indeks NIKKEI ditutup melemah 1,25%, salah satunya diakibatkan penguatan Yen dan pelemahan saham supplier dari Apple akibat kekhawatiran penjualan iPhone 7 yang akan kurang menggembirakan di Eropa. Sedangkan indeks Shanghai Composite mencatat pelemahan sebesar 1,76%. Bursa Asia Tenggara tercatat mengalami penurunan, termasuk IHSG yang ditutup melemah 0,68% ke level 5.352,14. Sektor aneka industri mencatatkan penurunan terdalam, yaitu sebesar 1,89%, disusul konsumer (-1,23%) dan perdagangan (-0,98%). Penurunan ini menyusul penurunan yang terjadi di bursa global pada perdagangan hari Jumat sebelumnya serta pasar yang cenderung mencermati hasil debat presiden di AS hari ini. Investor asing mencatatkan net sell sebesar Rp 335,91 miliar. Di pasar valas, nilai tukar Rupiah terhadap USD ditutup menguat 0,31% ke level Rp 13.041/USD. Kami melihat indeks berpotensi kembali mengalami pelemahan pada hari ini, menyusul sentimen negatif dari pasar global pada perdagangan hari Senin. Analyst: Richard Jerry ([email protected])

PERKEMBANGAN INDUSTRI / PERUSAHAAN 

Puradelta Lestari (DMAS) Akan Tuntaskan Akuisisi Lahan. NOT RATED. Analyst: Maxi Liesyaputra.



BI Berencana Turunkan Batas Maksimum Bunga Kartu Kredit. NEUTRAL. Analyst: Richard Jerry.

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


LAPORAN HARIAN

RESEARCH

RINGKASAN BERITA 

PT Astra Graphia Tbk (ASGR) akan membagikan dividen interim tunai kepada pemegang sahamnya sebesar Rp27 per saham pada 17 Oktober 2016.



PT Barito Pasific Tbk (BRPT) berhasil meraih laba sebesar US$49,30 juta pada 1H16 usai menderita rugi sebesar US$2,01 juta pada periode yang sama tahun lalu.



PT Renuka Coalindo Tbk (SQMI) berniat melepas sebagian atau seluruh investasinya di dua entitas usahanya. Dua anak usaha Renuka Coalindo tersebut yakni PT Jambi Prima Coal dan PT Surya Global.



Pendapatan PT Apexindo Pratama Duta Tbk (APEX) alami penurunan tajam menjadi US$71,30 juta pada 1H16 dibandingkan US$146,79 juta pada periode sama tahun sebelumnya.



PT Gajah Tunggal Tbk (GJTL) mengatakan bahwa pada 22 September 2016 lalu perseroan melaporkan kepada National Highway Traffic Safety Administration (NHTSA) di Amerika Serikat.



PT Selamat Sempurna Tbk (SMSM) berencana melakukan stock split atau pemecahan nilai saham dalam rangka meningkatkan likuiditas. Syarat minimal saham beredar di publik atau free float 7,5% sudah dipenuhi emiten suku cadang kendaraan bermotor ini. Publik saat ini menggenggam 602,85 juta saham atau setara 41,87% modal ditempatkan daan disetor penuh.



PT Lippo Cikarang Tbk (LPCK) akan meluncurkan proyek hunian terjangkau (affordable housing) Urban Home Cikarang pada akhir 2016. Strategi pemasaran Perseroan akan menyasar pembeli rumah pertama dengan segmen kelas menengah dan menengah atas. Apartemen ini akan dibanderol dengan harga mulai dari Rp400 juta per unit. (Sumber : www.iqplus.info; www.bisnis.com)

No 1 2 3 4 5

Stock TLKM IJ BMRI IJ BBCA IJ LPPF IJ BBRI IJ

Top Value (IDR) 490,648,700,000 273,405,200,000 261,505,300,000 257,445,200,000 234,978,700,000

No 1 2 3 4 5

Stock BEKS IJ MYRX IJ BKSL IJ TLKM IJ NIKL IJ

Top Volume (Shares) 609,920,900.00 566,752,800.00 178,498,300.00 120,404,300.00 80,294,800.00

No Top Gainers 1 AKKU IJ 2 TMPO IJ 3 MKNT IJ 4 NELY IJ 5 MAYA IJ

% change 30 29.61 24.85 17.11 14.81

No 1 2 3 4 5

% change -10 -10 -9.72 -9.59 -9.33

Top Losers FORU IJ NAGA IJ AIMS IJ ASBI IJ BYAN IJ

No Leading Movers 1 TLKM IJ 2 ASII IJ 3 GGRM IJ 4 BBCA IJ 5 HMSP IJ

% change 2.69 3.13 4.04 0.99 0.74

No Lagging Movers 1 BBNI IJ 2 BYAN IJ 3 BBRI IJ 4 INDF IJ 5 ISAT IJ

% change -3.20 -9.33 -0.63 -0.88 -1.86

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

16-Dec

Volume (RHS) (Bn Shares)


24-Feb JCI (LHS)

5-May

14-Jul

22-Sep


LAPORAN HARIAN

RESEARCH

PERKEMBANGAN INDUSTRI / PERUSAHAAN Puradelta Lestari (DMAS) Akan Tuntaskan Akuisisi Lahan Berita: DMAS menargetkan akan menuntaskan akuisisi lahan seluas 135 hektar (ha) di bagian selatan kawasan industri Kota Deltamas pada 4Q16. Nilai akuisisi antara Rp 810-945 miliar. Kisaran harga tanah antara Rp 600.000 – 700.000 per meter persegi. Hingga saat ini proses akuisisi telah mencapai 90%. Dana akuisisi berasal dari kas internal dan dana hasil IPO. Pandangan Analis: Langkah perseroan dalam terus melakukan akuisisi lahan akan dapat menunjang pertumbuhan kinerja dalam jangka panjang. Hal ini juga terkait dengan peningkatan kebutuhan lahan industri seiring dengan pertumbuhan ekonomi Indonesia dan sejalan dengan upaya pemerintah untuk terus meningkatkan kontribusi dari industri non-migas. Setelah rencana akuisisi 135 ha ini terlaksana, landbank DMAS akan meningkat menjadi 1.785 ha yang akan memberikan ruang besar dalam menunjang pertumbuhan kinerja perseroan. Rekomendasi: NOT RATED. Analyst: Maxi Liesyaputra ([email protected])

PERKEMBANGAN INDUSTRI / PERUSAHAAN BI Berencana Turunkan Batas Maksimum Bunga Kartu Kredit Berita: Bank Indonesia berencana untuk menurunkan batas maksimum (capping) suku bunga kartu kredit menjadi 2,24% per bulan atau 26,95% per tahun untuk mendorong penggunaan transaksi nontunai. "PBI belum keluar, namun Dewan Gubernur sudah sepakati capping akan turun," kata Deputi Gubernur Bank Indonesia Ronald Waas saat mengisi sesi pelatihan wartawan ekonomi di Semarang, Jawa Tengah, Sabtu (24/9/2016), seperti dikutip dari Antara. Sumber: Bisnis Indonesia Pandangan Analis: Bila peraturan ini disahkan menjadi PBI, maka hal ini akan mampu mendorong pertumbuhan konsumsi melalui kredit, yang tercatat sempat mengalami penurunan pada 1Q16 akibat keinginan regulator yang memanfaatkan data kartu kredit untuk mengecek status pajak seseorang. NEUTRAL. Analyst: Richard Jerry ([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

372,291 107,230 292,330 254,917 21,392 16,144 8,742 153,292

9.27 -15.74 4.98 2.33 62.04 23.38 -5.81 11.49

18.71 11.26 11.63 10.76 8.40 6.15 5.74 10.38

3.87 1.56 2.61 1.88 1.00 1.00 1.03 1.85

1.91 0.54 0.92 1.09 0.45 n.a. n.a. 0.98

9.77 47.50 60.64 48.30 173.70 120.27 21.34 68.79

20.62 15.71 21.78 13.88 13.61 20.35 15.17 17.30

30.18 25.82 24.04 30.49 98.12 164.63 72.76 63.72

50.88 39.73 43.25 40.00 39.95 25.00 20.14

BUY NOT RATED BUY BUY BUY BUY BUY

14,300 13,500 11,400 2,290 990 495

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

63,685 59,760 15,642 8,697 36,946

-17.65 -18.68 5.88 n.a. -10.15

16.29 16.12 13.76 29.07 18.81

3.25 3.42 0.87 2.18 2.43

7.06 2.29 n.a. n.a. -8.87

0.51 14.58 0.00 70.63 0.20

19.20 17.00 10.13 3.18 13.75

-1.81 18.15 499.97 7.53 130.96

35.97 48.99 23.76 19.36

HOLD HOLD HOLD HOLD

17,400 10,850 334 1,020

Telecommunication TLKM IJ Equity ISAT IJ Equity EXCL IJ Equity Average

411,264 28,256 29,178 156,233

6.51 34.77 96.84 46.04

17.57 131.40 157.23 102.07

4.02 2.33 2.36 2.90

1.17 n.a. 0.45 0.81

35.66 138.43 208.24 127.44

24.72 -1.15 6.13 9.90

56.56 43.24 11.92 37.24

48.80 20.71 33.64

BUY HOLD BUY

3,300 5,400 4,200

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

11,331 6,781 367 2,922 961 4,472

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

10.28 15.00 2.80 6.81 6.95 8.37

0.80 3.48 0.29 1.15 0.58 1.26

n.a. n.a. n.a. n.a. n.a. n.a.

142.56 45.50 174.03 67.94 47.37 95.48

-1.68 21.13 -4.79 15.86 -2.64 5.58

43.23 -54.83 -77.03 -5.67 43.71 -10.12

14.86 15.05 49.00 15.00 42.16

BUY HOLD UNDER REVIEW BUY HOLD

425 7,800

Automotive ASII IJ Equity IMAS IJ Equity Average

333,989 4,148 169,069

-24.68 63.82 19.57

14.09 42.83 28.84

1.97 1.32 2.02

1.92 n.a. -13.03

55.83 224.34 1.53

13.37 -1.29 12.23

45.55 -46.16 -0.31

49.81 10.34

BUY 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

19,678 9,507 21,355 35,562 2,779 8,062 16,157

2.78 30.85 39.09 78.26 15.78 -47.28 19.91

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

1.03 0.61 1.02 0.50 1.00 n.a. 1.38

64.55 55.57 64.79 79.82 4.57 20.00 0.69

16.04 13.34 25.61 17.20 25.03 8.00 18.75

20.55 42.99 29.74 64.14 31.30 0.10 31.47

34.93 74.20 46.65 33.96 33.67 30.76

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

68,119 32,640 50,379

-33.33 3.14 -15.10

12.48 23.10 17.79

2.54 3.49 3.02

n.a. 1.06 0.13

89.61 129.01 1.02

11.16 15.58 17.73

16.81 -1.27 7.77

43.03 30.00

HOLD BUY

3,000 6,850

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

5,065 3,576 185 2,455 2,820

n.a. -11.84 -26.35 -284.43 -107.54

1048.86 17.48 5.17 8.44 0.77

122.06 1.37 0.66 0.46 371.08

n.a. n.a. n.a. n.a. -0.11

225.23 28.07 162.70 112.56 1.47

-21.64 15.21 13.23 -41.02 12.87

11.61 22.12 13.06 -5.66 10.28

49.00 41.08 49.82 100.00

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

9,432 6,355 3,385 40,226 23,292 3,695 5,042 2,971 2,729 4,637 29,618 23,770 24,526 6,281 13,283

-45.64 -0.22 -15.29 -46.76 -2.13 -15.44 15.66 -45.93 -27.46 23.65 -49.84 -79.06 -38.26 -14.79 -24.39

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

n.a. n.a. n.a. 3.23 n.a. n.a. n.a. n.a. n.a. n.a. 1.03 0.31 2.17 n.a. -0.30

111.59 69.60 14.83 35.86 40.44 60.61 18.73 46.78 41.25 75.00 51.91 65.37 82.31 70.50 0.57

10.39 11.38 1.46 8.20 14.84 7.31 18.66 9.45 4.74 11.94 19.22 1.48 6.01 8.73 16.20

42.77 -6.50 80.96 42.87 90.72 65.32 27.26 16.16 -16.70 8.72 82.67 -4.70 30.70 61.26 37.25

48.52 27.09 65.67 37.90 69.35 43.69 37.33 41.79 68.76 73.34 47.80 94.75 67.69 74.12

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


825 225

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

31,276 6,305 10,780 3,742 7,877 11,996

-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

4.00 n.a. n.a. n.a. 52.92 28.46

66.10 135.78 0.00 81.16 52.85 67.18

7.11 -6.10 6.04 2.19 2.22 2.29

12.27 -25.80 52.39 44.28 11.53 18.93

20.32 34.46 40.41 27.22 21.45

HOLD BUY BUY HOLD HOLD

20,000 220 1,700 1,540 450

Metal ANTM IJ Equity INCO IJ Equity TINS IJ Equity Average

16,701 28,120 5,958 16,926

-83.16 -70.59 -84.44 -79.40

14.73 11.55 232.16 28.44

0.50 0.64 0.74 1.26

n.a. n.a. n.a. 2.49

55.20 7.97 39.37 0.75

-6.92 -0.63 1.23 4.91

72.54 110.14 39.83 74.17

35.00 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

39,663 2,960 12,599 23,445 19,667

-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

1.99 n.a. n.a. 1.61 1.80

46.74 0.00 0.00 21.77 17.13

5.36 -6.29 4.80 21.98 6.46

134.55 19.02 49.88 80.09 70.88

42.57 27.64 29.07 28.74

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

344,304 72,439 112,537 33,426 6,791 7,846 118,428 99,396

-1.29 -19.52 13.44 202.44 -9.11 43.45 19.04 35.49

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

3.95 1.84 1.63 1.36 n.a. 0.97 1.14 1.81

35.22 64.02 17.51 68.50 96.09 83.67 54.10 59.87

132.42 13.06 21.60 21.76 11.19 23.80 19.80 34.80

23.51 75.98 64.21 43.57 32.49 44.03 54.84 48.38

15.01 49.92 19.47 66.93 48.54 30.63 23.53

HOLD BUY BUY BUY BUY BUY HOLD

40,000 7,600 16,700 32,000 3,150 1,450 52,000


EPS Growth 1 Year

PER FY16F

PBV FY16F

PEG Ratio

DER (x)

ROE (%)



Rec 2016

TP (Rp/share) 2016

Pharmaceutical KLBF IJ Equity KAEF IJ Equity Average

79,688 11,608 45,648

-2.99 -2.76 -2.88

32.65 21.16 26.90

8.65 2.82 5.74

3.30 #N/A N/A 1.61

3.65 17.44 0.02

20.56 13.69 19.35

13.72 217.77 115.75

43.35 9.97

BUY BUY

1,700 1,370

Healthcare SILO IJ Equity MIKA IJ Equity Average

12,023 41,324 26,674

-2.01 2.63 0.31

237.09 70.45 153.77

9.95 20.90 15.43

#N/A N/A #N/A N/A #DIV/0!

1.88 0.00 0.94

4.43 23.12 13.78

-21.69 5.29 -8.20

29.18 18.00

BUY HOLD

16,400 2,800

Poultry CPIN IJ Equity JPFA IJ Equity MAIN IJ Equity Average

58,869 17,515 3,470 26,618

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 N/A 0.22 #N/A N/A 0.22

65.79 111.70 126.08 101.19

20.50 29.66 13.91 21.36

80.90 345.32 31.22 152.48

44.22 45.96 42.91

BUY UNDER REVIEW UNDER REVIEW

4,075 -

Crops BISI IJ Equity

5,235

60.00

0.00

3.03

#N/A N/A

0.00

17.31

46.68

45.92

BUY

2,200

Fishery DPUM IJ Equity

4,593

#N/A N/A

0.00

3.03

#N/A N/A

19.83

12.30

#N/A N/A

40.12

BUY

1,500

Retail ACES IJ Equity LPPF IJ Equity MAPI IJ Equity MPPA IJ Equity RALS IJ Equity Average

16,293 57,045 7,204 9,734 8,622 19,780

4.96 25.72 -52.08 -66.99 -4.95 -18.67

28.32 28.32 28.32 28.32 26.60 27.98

3.10 3.10 3.10 3.10 4.26 3.33

1.75 1.37 0.40 1.26 1.28 1.21

0.88 0.00 122.89 23.42 0.00 29.44

23.43 #N/A N/A 1.69 -0.49 15.04 9.92

86.29 20.22 42.72 -17.97 124.55 51.16

40.03 79.52 44.00 23.68 40.46

BUY UNDER REVIEW UNDER REVIEW UNDER REVIEW UNDER REVIEW

1,200 -

Wholesaler MPMX IJ Equity

2,990

-41.96

4.20

0.32

#N/A N/A

132.80

4.93

37.40

27.58

BUY

775

Towers TOWR IJ Equity TBIG IJ Equity Average

40,608 28,180 34,394

253.66 105.87 179.76

30.43 23.93 27.18

8.30 8.10 8.20

#N/A N/A 2.16 2.16

128.96 1,161.70 645.33

53.80 55.41 54.61

-0.50 -7.09 -3.79

67.28 47.82

HOLD HOLD

4,500 7,000



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

Richard Jerry (Equity Analyst) [email protected] Ext: 2032 Telecommunication, Banking, Tower Infrastructure, eCommerce, Oil & Gas

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

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

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

Ahmad Hapiz (Junior Fixed Income Analyst) [email protected] Ext: 3968

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

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. Selasa, 27 September 2016

Recommend Documents