RISET SAHAM HARIAN Samuel Equity Research
Wednesday, 14 December 2016
Market Activity
Bursa global menguat, IHSG diprediksi naik
Wednesday, 14 Dec 2016 Market Index Index Movement Market Volume Market Value
: : : :
Last Close
5,293.6 -14.5 (-0.27%) Mn shrs 4,050 5,327 Bn rupiah Changes +/%
Leading Movers BBRI 11,725 INTP 16,800 PGAS 2,920 ICBP 8,950
250 550 80 100
2.2 3.4 2.8 1.1
Lagging Movers UNVR 40,725 BMRI 10,825 LPPF 14,800 MAYA 3,150
-725 -150 -600 -350
-1.7 -1.4 -3.9 -10.0
Foreign Net Buy / Sell Net Buy (Rpbn) PGAS 67 BBRI 56 JSMR 44 INDF 29 ADRO 19
Net Sell (Rpbn) ANTM 64 UNVR 50 UNTR 27 LPPF 22 TLKM 19
Last Close 13,308 4.2 0.5
Changes +/% -20.0 0.2 0.0 -
Dual Listing Securities Last Close TLKM 29.7 ISAT 42.1 EIDO 24.7
Changes +/% 0.6 1.9 -0.3 -0.6 0.4 1.5
World Indices
DJIA S&P 500 Euro Stoxx MSCI World Nikkei Hang Seng
Last Close 19,911 2,272 3,237 1,774 19,241 22,447
S&P 500 yang pada kuartal ketiga tercatat meningkat. Investor saat ini didorong oleh ekspektasi bahwa presiden terpilih, Donald Trump dan
Kongres
yang
dikendalikan
partai
Republik
akan
memberlakukan kebijakan pro-pertumbuhan. Mayoritas bursa Eropa juga di tutup menguat didiorong oleh kenaikan saham UniCredit, (bank terbesar Italia) mendorong penguatan indeks dengan lonjakan 16% setelah menyatakan rencana penambahan modal perusahaan yang juga mencakup penjualan kredit macet dan pemotongan biaya. Harga minyak melemah setelah American Petroleum Institute memperkirakan persediaan minyak mentah AS meningkat.
+/115 15 38 14 -10 14
Last Close 56 3,071 82 11,357 21,450
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kami perkirakan berpeluang menguat, memfaktorkan penguatan di bursa global. Saat ini fokus investor terletak terhadap kebijakan suku bunga The Fed dan Bank Indonesia. Rupiah menguat tipis di perdagangan Selasa walaupun mayoritas kurs di Asia melemah. Tetapi masih terasa sentimen negatif dari pasar global melihat pelemahan tajam SUN dan IHSG. Highlights
Changes % 0.6 0.7 1.2 0.8 -0.1 0.1
Commodities Brent Oil CPO Malay Coal Newc Nickel Tin
termasuk pasar tenaga kerja yang kuat dan kinerja emiten indeks
Dari regional Asia, mayoritas bursa dibuka menguat. IHSG hari ini
Money Market
USD/IDR JIBOR O/N Infl (MoM)
Bursa AS ditutup menguat, didukung oleh data ekonomi yang positif,
Changes +/% 0.0 0.1 24.0 0.8 0.1 0.1 88.8 0.8 300.0 1.4
WTON JSMR
: Akan tambah kontrak baru : Tawarkan saham ke BUMD Jateng
MYRX
: Siapkan tiga anak usaha
Plantation
: Ekspor minyak sawit naik 34% mom
Utilities
: Menhub akan wajibkan transaksi nontunai
Sektor unggas: Impor dari 7 negara diberhentikan
DISCLAIMERS : Anal yst Certification : The vi ews express ed in this research acc uratel y reflect the personal views of the anal ys t(s) about the s ubjec t s ecurities or issuers and no part of the c ompens ation of the analys t(s) was, is, or will be direc tl y or indirec tl y related to the incl usion of s pecific recommendati ons or vi ews in this res earch. The anal yst(s) princi pall y res ponsible for the pr eparati on of this r esearch has taken reasonable car e to ac hi eve and maintain i ndependence and obj ecti vity in maki ng any rec ommendati ons . This document is for information onl y and for the use of the recipient. It is not to be repr oduced or copied or made available to others. Under no circumstanc es is it to be considered as an offer to s ell or solicitation to buy any s ecurity. Any r ecommendation c ontai ned in this report may not be s uitable for all investors. Mor eover, although the i nfor mation contained herein has been obtained from sources believed to be r eliabl e, its accurac y, c ompleteness and reli ability c annot be guaranteed. All rights res er ved by PT Samuel Sekuritas Indonesi a.
WTON: Akan tambah kontrak baru PT Wijaya Karya Beton (WTON), tengah mengincar penambahan kontrak baru Rp300miliar hingga Rp400miliar sehingga kontrak baru tahun ini akan mencapai Rp6tn. Sebelumnya WTON telah mencatat kontrak baru Rp1,3tn dari proyek Jalan Tol Samarinda-Balikpapan. Perolehan tersebut telah mendorong total kontrak baru menjadi Rp5.6tn atau melampaui target awal Rp4.3tn. Adapun target kontrak baru untuk menambah pencapaian (menjadi Rp6tn) diharapkan akan diperoleh bulan ini. (Bisnis Indonesia). WTON: Buy; 27.2x P/E17E dan 3.0x PBV 17E. JSMR: Tawarkan saham ke BUMD Jateng PT Jasa Marga Tbk (JSMR) memastikan rencana untuk mengurangi kepemilikan saham di ruas tol Semarang – Solo melalui opsi penawaran kembali kepada PT Sarana Pembangunan Jawa Tengah. JSMR menguasai 60% saham mayoritas dan berniat menawarkan porsi saham sebesar 5 – 10% kepada BUMD Jateng. Belum ada kesepakatan harga penawaran dan waktu pengalihan saham. Selain ruas tol tersebut, JSMR juga berencana melepas porsi saham minoritas di toll JORR WI Kebon Jeruk (Puri Indah) – Penjaringan. (Bisnis Indonesia) JSMR: Buy; 17E’ PE: 16.9x, PBV: 2.4x. MYRX: Siapkan tiga anak usaha PT Hanson International (MYRX), akan melepas anak usaha PT Armidian Karyatama di 1H17. Adapun rencananya secara total terdapat tiga anak usaha yang akan didivestasikan. PT Armidian dianggap yang paling siap dengan nilai asset saat ini sekitar Rp400miliar-Rp500miliar. Selain itu, MYRX juga berencana menerbitkan PUB Tahap I senilai Rp500miliar (1H17). Adapun posisi hutang jangka pendek saat ini sebesar Rp535.56miliar dan jangka panjang Rp27.89miliar, sedangkan kas sebesar Ro492.49miliar per 1H16. Perusahaan mengalokasikan belanja modal tahun depan Rp500miliar untuk meningkatkan jumlah cadangan lahan. Saat ini jumlah landbank seluas 3.700ha (Maja). Sementara di wilayah lain landbak seluas 750ha (Serpong), 400ha (Bekasi) dan 136ha (Cengkareng). Fokus pengembangan masih akan di wilayah Serpong dan Maja. (Bisnis Indonesia). MYRX. Non Coverage 137.35x P/E17E dan 2.44x PBV 17E. Plantation: Ekspor minyak sawit naik 34% mom Ekspor minyak sawit mentah (CPO) dan produk turunannya sepanjang JanuariOktober 2016 mencapai 20,92 juta ton. Ekspor tertinggi dicapai pada Oktober sebesar 2,54 juta ton yang naik 34% mom, sedangkan ekspor terendah terjadi pada Juli yang hanya sekitar 1,74 juta ton. (Investor Daily). Plantation: Overweight.
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Page 2 of 7
Utilities: Menhub akan wajibkan transaksi nontunai Menteri Perhubungan, Budi Karya Sumadi dalam kunjungan kerjanya ke Ger bang Tol Karang Tengah, mengatakan transaksi nontunai menjadi solusi dari persoalan kemacetan menuju gerbang tol dan beliau merencanakan agar pengguna jalan tol kedepannya diwajibkan untuk menggunakan e-toll. Untuk itu Menteri akan memanggil industri perbankan sebagai pihak yang bekerjasama dalam transaksi nontunai. (Metrotvnews.com) Utilities: Neutral. Sektor unggas: Impor dari 7 negara diberhentikan Badan Karantina Kementerian Pertanian melarang unggas dan produk unggas segar yang masuk dari negara yang terjangkit wabah flu burung. Adapun tujuh negara yang dinyatakan terlarang mengekspor unggas ke Indonesia adalah Rumania, Jepang, Belanda, Perancis, Finlandia, India, dan Swedia. Instruksi tersebut dikeluarkan oleh Kepala Badan Karantina Banun Harpini pada tanggal 30 November 2016 lalu kepada Kepala Unit Pelaksanaan Teknis Karantina Pertanian (UPTKP). (Kontan) Sektor Unggas: Overweight.
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Page 3 of 7
Ticker
Rec.
JCI Wgt Last price 1D Chg 5D Chg 1M Chg YTD Chg TP Cons (%)
(Rp)
(%)
(%)
PE
PBV
ROE
EV/EBITDA (x)
TP SSI
Upside
(%)
(%)
(Rp)
(Rp)
(%)
16E
17E
16E
17E
16E
17E
16E
17E
Banks BMRI BBCA
HOLD BUY
4.4 6.3
10825 14700
(1.4) 0.0
1.64 0.34
4.8 2.3
17.0 10.5
11039 16292
10300 17100
-4.8 16.3
14.5 18.6
11.3 15.7
1.6 3.3
1.5 2.8
11.3% 17.6%
13.1% 17.9%
n/a n/a
n/a n/a
BBRI
BUY
5.0
11725
2.2
5.39
5.4
2.6
12988
13700
16.8
11.2
9.5
2.0
1.7
17.9%
18.1%
n/a
n/a
BBNI
BUY
1.8
5475
0.0
2.82
6.8
9.7
6352
6300
15.1
9.6
7.9
1.2
1.1
12.2%
13.4%
n/a
n/a
BBTN
BUY
0.3
1715
(0.9)
3.31
3.3
32.4
2169
2300
34.1
7.8
6.5
1.0
0.9
12.4%
13.1%
n/a
n/a
12.3
10.2
1.8
1.6
14.3%
15.1%
n/a
n/a 17.9
Average Consumer (Staples) ICBP
BUY
1.8
8950
1.1
0.85
4.7
32.8
10157
10300
15.1
28.1
25.1
5.9
5.2
21.0%
20.8%
21.0
INDF
BUY
1.2
8125
0.9
7.97
6.9
57.0
9921
9900
21.8
18.1
15.3
2.4
2.2
13.2%
14.2%
9.6
8.6
KLBF ROTI
HOLD BUY
1.3 0.1
1545 1505
(1.9) (0.3)
1.31 (1.63)
3.3 (1.6)
17.0 19.0
1736 1738
1700 2000
10.0 32.9
32.2 28.4
28.6 21.2
6.2 5.4
5.4 4.5
19.1% 18.9%
19.0% 21.1%
22.1 13.3
18.6 11.8
ULTJ
BUY
0.2
4600
0.0
-
0.2
16.6
5367
5300
15.2
21.1
17.3
3.9
3.3
18.7%
18.9%
13.3
11.4
UNVR
HOLD
5.4
40725
(1.7)
(3.55)
(0.7)
10.1
44308
45200
11.0
48.7
43.5
57.8
50.7
118.9% 116.6%
34.0
31.1
SIDO AISA
BUY BUY
0.1 0.1
550 2000
0.9 0.0
(0.90) 4.71
6.8 6.4
0.0 65.3
690 2427
730 2240
32.7 12.0
17.1 16.0
15.3 12.3
3.0 1.7
2.9 1.5
17.7% 10.7%
18.9% 12.2%
7.8 14.2
6.2 12.9
27.7
23.8
12.1
10.6
32.5%
32.8%
17.3
15.1
Average Cigarette HMSP
HOLD
8.1
3980
0.0
0.76
3.4
5.9
4252
4390
10.3
39.1
35.0
13.0
11.8
33.3%
33.8%
28.0
25.3
GGRM Average
BUY
2.2
66850
(0.1)
(1.07)
8.5
21.5
77883
77150
15.4
19.7 29.4
18.9 27.0
3.0 8.0
2.7 7.3
15.2% 24.2%
14.1% 24.0%
12.7 20.4
11.7 18.5
MIKA
HOLD
0.6
2520
(0.8)
-
(6.0)
5.0
3109
2950
17.1
55.1
48.4
10.2
9.2
18.5%
19.1%
29.6
26.6
SILO Average
BUY
0.2
10250
0.0
(4.65)
5.5
6.3
11154
12500
22.0
136.7 95.9
107.7 78.0
5.6 7.9
5.0 7.1
4.1% 11.3%
4.7% 11.9%
18.3 23.9
14.9 20.8
Healthcare
Retail MAPI
HOLD
0.1
5025
(2.4)
(1.47)
0.9
32.4
5569
5500
9.5
44.5
26.2
2.6
2.4
5.8%
9.0%
8.6
6.8
RALS
BUY
0.1
1155
(3.3)
0.43
(4.5)
79.1
1492
1570
35.9
21.0
17.8
2.3
2.1
11.0%
12.1%
16.8
15.7
ACES
BUY
0.2
825
(2.4)
(6.78)
2.5
0.0
972
960
16.4
22.9
21.2
4.6
3.9
20.0%
18.7%
15.8
13.9
LPPF Average
BUY
0.8
14800
(3.9)
2.42
(4.5)
(15.9)
20568
23150
56.4
17.9 26.6
15.5 20.1
19.8 7.3
12.8 5.3
110.6% 36.8%
82.3% 30.5%
13.4 13.6
12.0 12.1
EXCL ISAT
BUY HOLD
0.4 0.6
2380 6275
0.0 0.0
4.85 (0.40)
4.4 2.9
(33.9) 14.1
3200 7624
4550 6600
91.2 5.2
297.5 38.5
30.5 17.1
1.2 2.5
1.1 2.3
0.4% 6.5%
3.7% 13.2%
5.3 4.1
4.6 3.7
TLKM Average
BUY
7.0
3970
0.3
0.25
4.7
28.4
4681
5000
25.9
20.3 118.8
16.5 21.4
4.5 2.7
4.0 2.5
22.3% 9.8%
24.0% 13.7%
7.8 5.7
7.1 5.1
ASII
BUY
5.5
7850
0.3
(0.32)
3.0
30.8
8700
9000
14.6
17.2
14.2
2.9
2.4
16.7%
17.2%
14.6
14.1
UNTR
BUY
1.5
22475
(1.4)
(4.36)
3.1
32.6
24056
25050
11.5
19.4
16.3
2.1
1.9
10.7%
11.9%
5.4
4.8
18.3
15.2
2.5
2.2
13.7%
14.6%
10.0
9.4
Telco
Auto and HE
Average Aviation GIAA Property
HOLD
0.2
374
(0.5)
-
12.7
21.0
394
445
19.0
19.7
14.4
0.7
1.0
3.8%
7.1%
1.1
3.4
BSDE PWON
HOLD HOLD
0.6 0.5
1780 640
(1.9) (0.8)
(3.78) (3.76)
0.0 (3.0)
(1.1) 29.0
2357 732
2350 710
32.0 10.9
13.9 23.0
11.3 21.3
1.5 3.9
1.3 3.4
11.1% 16.8%
11.8% 15.8%
10.3 9.2
9.0 8.0
KPIG ASRI
BUY HOLD
0.2 0.1
1375 382
(8.0) (2.1)
17.52 1.06
1.1 0.5
(2.5) 11.4
n/a 450
1810 438
31.6 14.7
32.0 11.9
27.0 11.1
1.1 1.1
1.1 1.0
3.5% 9.0%
4.1% 8.9%
n/a 5.9
n/a 5.1
SMRA Average
HOLD
0.4
1485
0.3
2.77
14.2
(10.0)
1713
1750
17.8
32.6 20.4
30.6 18.6
2.8 2.3
2.6 2.1
8.5% 11.4%
8.4% 11.3%
10.0 8.8
9.0 7.8
0.4
3940
(0.8)
1.03
3.6
7.0
5065
5100
29.4
24.1
20.8
3.4
3.0
13.9%
14.4%
10.1
8.9
0.1 0.6 0.4
2120 2570 2480
(2.8) 0.0 (1.2)
11.87 3.63 0.81
3.9 12.2 (2.0)
(0.9) 53.9 1.4
2556 3314 3004
2750 3250 3000
29.7 26.5 21.0
15.9 20.1 21.6
13.1 16.3 18.3
1.4 1.8 2.4
1.3 1.6 2.1
8.9% 9.2% 11.2%
9.5% 9.9% 11.4%
6.0 22.2 13.0
5.3 18.9 11.2
20.4
17.1
2.3
2.0
10.8%
11.3%
12.8
11.1
15.6% 13.8%
14.4% 13.0%
7.9 5.6
6.7 4.6
Construction PTPP BUY ADHI WSKT WIKA
BUY BUY BUY
Average Cement INTP SMGR
HOLD HOLD
1.1 1.0
16800 9300
3.4 0.0
5.33 0.81
12.9 10.4
(24.7) (18.4)
16367 10546
18000 10000
7.1 7.5
15.0 14.0
14.7 13.5
2.3 1.9
2.1 1.8
SMCB
SELL
0.1
930
(4.1)
2.76
4.5
(6.5)
912
920
-1.1
30.5
19.7
0.8
0.8
2.6%
3.9%
10.1
8.2
19.8
16.0
1.7
1.5
10.7%
10.4%
7.9
6.5
Average Precast WSBP
BUY
0.3
575
(2.5)
-
n/a
n/a
693
690
20.0
28.4
22.6
2.4
2.2
8.4%
9.6%
22.8
17.9
WTON
BUY
0.1
860
0.0
(0.58)
3.6
4.2
1093
1150
33.7
26.7
20.3
2.7
2.2
10.2%
10.9%
19.4
15.2
27.5
21.5
2.6
2.2
9.3%
10.2%
21.1
16.5
Average
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Page 4 of 7
Ticker
Rec.
JCI Wgt Last price 1D Chg 5D Chg 1M Chg YTD Chg TP Cons (%) (Rp) (%) (%) (%) (%) (Rp)
Utility PGAS BUY JSMR BUY Average Coal and Metal ANTM BUY INCO HOLD TINS HOLD ITMG BUY ADRO BUY PTBA BUY Average Plantation AALI BUY LSIP BUY SIMP BUY Average Poultry BUY CPIN BUY JPFA BUY MAIN Average Other Sectors HOLD AKRA BUY DOID
Upside (%)
PE
PBV
ROE
EV/EBITDA (x)
16E
17E
16E
17E
16E
17E
16E
17E
1.2 0.6
2920 4490
2.8 3.0
6.18 2.98
28.6 3.5
6.4 (13.9)
3067 5792
3375 6500
15.6 44.8
12.5 17.1 14.8
10.4 16.9 13.7
1.5 2.6 2.1
1.4 2.4 1.9
12.3% 15.3% 13.8%
13.5% 13.9% 13.7%
19.2 10.8 15.0
18.1 10.4 14.3
0.4 0.6 0.2 0.3 0.9 0.5
900 3250 1240 17100 1700 12625
(4.8) (1.8) 0.0 3.3 1.2 (0.6)
(6.74) (5.25) (4.62) (0.73) (1.73) (6.31)
1.7 (1.5) 7.4 (3.8) 5.9 (1.6)
186.6 98.8 145.5 198.7 230.1 179.0
816 2679 848 18207 1814 14005
840 2800 850 19000 2100 15000
-6.7 -13.8 -31.5 11.1 23.5 18.8
450.0 250.0 124.0 14.4 15.2 21.1 145.8
128.6 35.3 59.0 7.4 12.9 13.0 42.7
1.2 1.3 1.7 1.6 1.2 3.0 1.7
1.1 1.3 1.7 1.4 1.1 2.6 1.5
0.3% 0.5% 1.4% 11.3% 7.6% 14.1% 5.9%
0.9% 3.7% 2.9% 19.6% 8.5% 19.9% 9.2%
36.6 214.4 9.2 88.4 88.6 15.9 75.5
29.1 138.4 8.0 100.2 79.0 9.9 60.8
0.6 0.2 0.1
17125 1720 505
(1.9) (1.7) 0.0
(2.70) (7.77) (0.98)
8.0 6.2 0.0
13.4 30.3 52.1
17584 1765 558
17000 1830 600
-0.7 6.4 18.8
19.8 24.2 18.0 20.7
18.8 15.5 11.5 15.3
2.1 1.5 0.6 1.4
2.0 1.4 0.6 1.3
10.7% 6.3% 3.1% 6.7%
10.7% 9.1% 4.9% 8.2%
14.8 7.1 6.0 9.3
13.4 5.8 5.6 8.3
0.9 0.3 0.1
3160 1640 1300
0.0 (0.6) 0.4
1.28 4.46 (0.76)
2.9 (8.9) (7.8)
21.5 158.3 (14.8)
3820 2335 2073
4800 2240 2280
51.9 36.6 75.4
14.9 9.9 7.6 10.8
13.3 9.0 7.0 9.8
1.9 2.0 1.2 1.7
1.7 1.7 1.1 1.5
13.0% 20.7% 16.3% 16.7%
12.8% 18.7% 15.6% 15.7%
12.3 8.9 10.6 10.6
11.3 11.6 8.7 10.5
0.5 0.1
6475.0 540.0
1.2 1.9
-0.4 -0.9
-0.8 14.9
-9.8 900.0
7345.5 na
6900 850
6.6 57.4
23.2 9.6 16.4
20.7 5.1 12.9
3.8 2.8 3.3
3.4 1.8 2.6
16.2% 28.7% 22.5%
16.3% 35.9% 26.1%
15.2 27.2 21.2
12.2 26.2 19.2
Average Source: SSI Research, Bloomberg Note: GIAA, PGAS, ITMG, ADRO, INCO report in USD.
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TP SSI (Rp)
Page 5 of 7
Regional Indices
1D Change Points
World
13.76
Last Price
Change (%)
1 Year
1D
3D
1W
1M
3M
YTD
1YR
High
Low
1,774
0.78
0.79
1.41
4.83
4.81
6.69
8.68
1,776
1,460
U.S. (S&P)
14.76
2,272
0.65
1.14
2.69
4.97
6.87
11.14
12.35
2,278
1,810
U.S. (DOW) Europe
114.78 37.60
19,911 3,237
0.58 1.18
1.51 1.60
3.43 4.38
5.53 6.48
10.40 9.17
14.27 (0.94)
14.64 3.10
19,954 3,345
15,451 2,673
Emerging Market
4.96
877
0.57
(0.24)
1.82
4.56
(0.90)
10.46
13.74
930
687
FTSE 100
78.15
6,969
1.13
0.53
2.78
3.19
4.42
11.63
n/a
7,130
5,500
CAC 40
43.10
4,804
0.91
1.44
3.71
6.55
9.92
3.60
7.40
4,808
3,892
Dax
94.44
11,285
0.84
0.94
4.73
5.53
8.73
5.04
11.30
11,300
8,699
Indonesia
(14.51)
5,294
(0.27)
0.54
0.48
3.48
2.87
15.25
21.02
5,492
4,331
Japan
(29.43)
19,221
(0.15)
1.18
3.92
8.76
15.69
0.98
1.79
19,869
14,864
Australia
39.75
5,585
0.72
0.43
1.95
4.47
6.83
5.46
13.31
5,611
4,707
Korea
6.53
2,043
0.32
0.88
2.54
3.45
2.16
4.14
5.95
2,074
1,818
Singapore
3.04
2,955
0.10
(0.12)
0.21
6.03
5.19
2.51
4.98
2,981
2,528
Malaysia
3.86
1,645
0.24
0.78
1.25
1.77
(0.97)
(2.79)
0.94
1,729
1,601
Hong Kong
13.68
22,447
0.06
(1.82)
(1.01)
1.01
(3.21)
2.43
5.33
24,364
18,279
China Taiwan
2.07 32.20
3,155 9,382
0.07 0.34
(1.88) 0.07
(1.39) 1.42
(1.72) 4.94
5.07 5.39
(10.85) 12.52
(10.39) 16.69
3,685 9,430
2,638 7,628
Thailand Philipines
3.89 12.02
1,530 6,881
0.25 0.17
0.64 (2.01)
1.90 1.10
4.15 0.14
4.94 (8.81)
18.80 (1.02)
20.72 2.00
1,558 8,118
1,221 6,084
1D Change Points
Last Price
0.00 n/a
4.20 111.47
n/a
Monetary Indicators JIBOR Overnight (%) Foreign Reserve (US$bn) Inflation Rate (%)
US Fed Rate (%) 0.00 Indo Govt Bond Yld (10yr) - % (0.00) Exchange Rate (per US$)
1D Change
Currency
Points
Indonesia Japan
(20.00) (0.12)
UK Euro China Commodities Indicators
Change (%)
1 Year
1W
1M
3M
YTD
1YR
High
Low
(0.03) n/a
7.76 (3.10)
(1.50) (1.83)
(44.68) 5.23
(27.96) 11.20
8.26 115.67
4.20 102.13
0.47
n/a
235.71
2450.00
(51.04)
123.81
0.96
(0.45)
0.50 7.74
0.00 0.40
0.00 (2.34)
0.00 9.06
0.00 (11.53)
100.00 (14.67)
0.50 9.11
0.25 6.77
Last Price
Change (%)
1 Year
1D
3D
1W
1M
3M
YTD
1YR
High
Low
13308 115.07
0.15 0.10
(0.16) 0.22
0.56 (1.13)
0.43 (5.78)
3.61 4.48
3.61 4.48
5.80 5.18
14,075 123.56
12,920 99.02
(0.00) 0.00
1.27 1.06
(0.01) 0.08
0.68 0.70
0.25 (1.10)
1.34 (0.95)
(14.11) (2.09)
(14.11) (2.09)
(16.41) (3.25)
1.51 1.16
1.18 1.05
(0.00)
6.90
0.06
(0.17)
(0.30)
(0.62)
(5.93)
(5.93)
(6.43)
6.92
6.45
1D
3D
1W
1M
3M
YTD
1YR
High
Low
20.75
20.03
41.23
44.06
54.51
26.05
1D Change
Last Price
Change (%)
1 Year
Spot
Points
Oil
(0.67)
52.31
(1.26)
1.57
5.10
CPO
24.00
3,071.00
0.79
(1.41)
(1.16)
3.71
20.43
23.58
22.84
3,157.00
2,172.00
Rubber
2.50
876.00
0.29
2.64
3.91
15.80
32.13
62.37
46.61
876.00
506.50
Coal
0.05
81.55
0.06
2.71
3.23
(19.46)
15.84
61.17
56.53
112.25
51.75
Iron Ore
(0.64)
80.49
(0.79)
0.29
1.19
14.72
43.73
85.46
106.38
81.53
37.50
300.00
21,450.00
1.42
1.91
0.68
(0.20)
12.40
47.01
47.12
21,945.00
13,223.80
Nickel
90.00
11,390.00
0.80
2.57
(1.89)
1.61
15.52
29.14
30.99
12,145.00
7,550.00
Copper
(78.00)
5,690.00
(1.35)
(1.59)
(3.30)
2.54
22.37
20.94
20.99
6,045.50
4,318.00
2.70
1,160.50
0.23
(0.01)
(1.33)
(5.01)
(12.22)
9.45
9.10
1,377.50
1,046.70
Tin
Gold
Source: SSI Research, Bloomberg
www.samuel.co.id
Page 6 of 7
Research Team Andy Ferdinand, CFA
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Rangga Cipta
Head Of Equity Research,Strategy, Banking, Consumer Economist
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Muhamad Makky Dandytra, CFTe
Technical Analyst
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Akhmad Nurcahyadi, CSA
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Arandi Ariantara
Auto, Aviation, Cigarette, Construction Healthcare, Heavy Equipment, Property Cement, Telecommunication, Utility
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Poultry, Retail, Small Caps
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Mining, Plantation
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Adde Chandra Kurniawan
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Muhamad Alfatih CSA, CTA, CFTe
Head of PWM / Head of Institutional Marketing Senior Technical Portfolio Advisor
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Ronny Ardianto
Institutional Equity Sales
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Clarice Wijana
Institutional Equity Sales
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Wahyudi Budiono
Dealer
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Kelvin Siwah Long
Head of Equities
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Yulianah
Institutional Equity Sales
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Indra S. Affandi
Institutional Equity Sales
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Lucia Irawati
Head of Retail Equity Sales
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Ferry Khusaeri
Equity Sales
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Iwan Setiadi
Equity Sales
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Lia Chaterina
Equity Sales
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Amelia Sintama
Equity Sales
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Salt World Widjaja
Equity Sales
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Jovita Widjaja
Equity Sales
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James Wihardja
Equity Sales
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Joseph Soegandhi
Equity Sales
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Dian Anggraeni
Equity Sales
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Sylviawati
Equity Sales
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Verawati Gunawan
Equity Sales
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Cenni Liawisusi
Equity Sales
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Frans Ferdiansah
Equity Sales
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Muhamad Faisyal
Dealer
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Wulan Budi Setyowati
Dealer
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Bismar Ferryaman
Dealer
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Nugroho Nuswantoro
Head Of Marketing OLT
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Wahyu Widodo
Marketing
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Rina Lestari
Customer Service
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Customer Service
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Customer Service
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Private Wealth Management Evelyn Satyono
Equity Sales Team
Online Trading Sales Team
DISCLAIMERS : Analyst Certification : The views expressed in this research accurately reflect the personal views of the analyst(s) about the subject securities or issuers and no part of the compensation of the analyst(s) was, is, or will be directly or indirectly related to the inclusion of specific recommendations or views in this research. The analyst(s) principally responsible for the preparation of this research has taken reasonable care to achieve and maintain independence and objectivity in making any recommendations. This document is for information only and for the use of the recipient. It is not to be reproduced or copied or made available to others. Under no circumstances is it to be considered as an offer to sell or solicitation to buy any security. Any recommendation contained in this report may not be suitable for all investors. Moreover, although the information contained herein has been obtained from sources believed to be reliable, its accuracy, completeness and reliability cannot be guaranteed. All rights reserved by PT Samuel Sekuritas Indonesia.
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