Riset Saham Harian Samuel Research
10 Juli 2017
Market Activity
Bursa US menguat seiring baiknya data pekerjaan
Monday, 10 Jul 2017 Market Index Index Movement Market Volume Market Value
: : : :
5,814.8 -34.8 (-0.59%) Mn shrs 4,050 5,327 Bn rupiah
Last Close Leading Movers BBCA MABA BNLI PWON
Changes +/%
18,500 625 680 650
275 125 20 10
1.5 25.0 3.0 1.6
Lagging Movers UNVR HMSP UNTR GGRM
48,100 3,780 27,200 76,350
-800 -30 -900 -1525
-1.6 -0.8 -3.2 -2.0
Foreign Net Buy / Sell Net Buy (Rpbn) BBCA 122 INDF 34 GGRM 26 PGAS 19 BUMI 15
Net Sell (Rpbn) BMRI 141 ASII 104 BBRI 80 ICBP 20 KLBF 18
Money Market
USD/IDR JIBOR O/N Infl (MoM)
Last Close 13,403 4.3 0.7
Dual Listing Securities Last Close TLKM 34.3 ISAT 40.6 EIDO 26.9
Changes +/% 15.0 -0.1 0.0 Changes +/% 0.0 -0.1 0.3 0.7 0.0 -0.1
World Indices
DJIA S&P 500 Euro Stoxx MSCI World Nikkei Hang Seng
Last Close 21,414 2,425 3,464 1,913 20,044 25,341
Changes +/% 94 0.4 15 0.6 2 0.1 4 0.2 114 0.6 -124 -0.5
Last Close 47 2,528 81 8,895 19,675
Changes +/% 0.4 0.8 -7.0 -0.3 -0.6 -0.8 -157.3 -1.7 -415.0 -2.1
Data pekerjaan (non-farm payrolls) yang melebihi ekspektasi mendorong kenaikan bursa US pada jumat lalu. Di minggu ini, fokus investor diperkirakan akan segera beralih ke earnings season, dimana Citigroup, Wells Fargo, dan JP Morgan Chase dijadwalkan melaporkan kinerjanya dalam waktu dekat. Di Eropa, pertemuan G-20 menjadi perhatian investor, dimana Presiden Trump bertemu dengan Presiden Putin dan diharapkan akan membuat suasana membaik seiring adanya ketegangan terkait geopolitik dan campur tangan Rusia pada pemilu US yang lalu. Sementara itu, ECB masih membahas perihal stimulus ekonomi untuk mendukung perekonomian zona euro. IHSG diperkirakan menguat hari ini sejalan dengan penguatan bursa US pada jumat lalu dan sejumlah bursa pagi ini. Nilai tukar rupiah masih perlu diperhatikan seiring tekanan jual asing yang cenderung menekan rupiah.
Highlights
PTPP: Siapkan Rp9tn
BUMI: Menakar prospek saham BUMI pasca rights issue
JSMR: Sekuritisasi Jagorawi tinggal menunggu Ditjen Pajak
AKRA: Permohonan pailit terhadap PT Kapuas Tunggal Persada kandas
INTA: Ekspansi pembangkit listrik BLTA: Targetkan kinerja positif pada 2017
PTPP: Bangun hunian kelas bawah
Metal: Timah Negatif Saat Prospek AS Positif
Commodities
Brent Oil CPO Malay Coal Newc Nickel Tin
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Page 1 of 7
Riset Saham Harian 10 Juli 2017 PTPP: Siapkan Rp9tn
PT Pembangunan Perumahan (Persero), Tbk (PTPP) menyiapkan dana Rp9tn untuk pengembangan usaha di sektor energi dan produsen listrik s wasta (IPP). Adapun belanja modal PTPP 2017 sebanyak Rp21tn dan telah direalisasikan sebesar Rp1.02tn. (Bisnis Indonesia). PTPP: BUY; 14.7x P/E17E dan 1.7x PBV 17E.
BUMI: Menakar prospek saham BUMI pasca rights issue
Menurut perhitungan manajemen, harga teorits saham BUMI nanti sekitar Rp 600 per saham, atau tepatnya Rp 595 per saham. Harga itu didapat berdasarkan perbandingan antara jumlah saham lama dan saham baru BUMI yang diterbitkan. Perbandingannya memiliki rasio sebesar 36,63:28,75.
Bukan berarti harga saham BUMI pada awal pekan ini bakal langsung dibuka pada level Rp 595 per saham, Harga teoritis itu hanya sebagai acuan layak atau tidaknya investor, terutama pemodal ritel, untuk membeli saham BUMI. Apabila harga saham BUMI dibuka di bawah Rp 595, berarti masih di bawah harga seharusnya pasca right issue di Rp 595. (Kontan). BUMI: BUY.
JSMR: Sekuritisasi Jagorawi tinggal menunggu Ditjen Pajak
PT Jasa Marga Tbk (JSMR) menargetkan upaya sekuritisasi aset jalan tol Jakarta - Bogor - Ciawi (Jagorawi) melalui penerbitan Kontrak Investasi Kolektif Efek Beragun Aset (KIK-EBA) senilai Rp 2 triliun dapat dilakukan dalam waktu dekat. Izin penerbitan saat ini tinggal menunggu selesainya klarifikasi mengenai pajak perseroan yang tengah diproses Ditjen Pajak. (Bisnis Indonesia). JSMR: BUY; 19.9x P/E17E dan 2.8x PBV 17E.
AKRA: Permohonan pailit terhadap PT Kapuas Tunggal Persada kandas
Upaya kedua permohonan pailit kedua t PT AKR Corporindo Tbk (AKRA) terh adap PT Kapuas Tunggal Persada (bergerak di industri tambang) kandas di Pengadilan Negeri Jakarta Pusat. AKRA mengajukan pailit karena PT Kapuas gagal memenuhi tagihan sebesar Rp 19,63 miliar ke AKRA. (Bisnis Indonesia). AKRA: BUY; 21.6x P/E17E dan 3.3x PBV 17E.
INTA: Ekspansi pembangkit listrik
PT Intraco Penta, Tbk (INTA), setelah melakukan right issue kini memiliki banyak rencana ekspansi dengan fokus meningkatkan recurring income. Hal ini sekaligus menjadi strategi usaha dalam melakukan diversifikasi usahanya hingga 2020. Selain itu, INTA juga akan mengerjakan proyek listrik di Bengkulu dengan kapasitas 2x100megawatt yang ditargetkan selesai di tahun 2020. Pasca beroperasi, recurring income diperkirakan dapat mencapai hingga US$2.46miliar selama 25tahun . INTA dapat memanfaatkan produksi batu-bara yang diperkirakan mencapai 1juta ton. (Kontan). INTA. Non-Coverage N/Ax P/E17E dan N/Ax PBV 17E.
BLTA: Targetkan kinerja positif pada 2017
PT Berlian Laju Tanker Tbk. (BLTA) menargetkan kinerja keuangan positif pada tahun ini, dengan didukung penambahan jumlah armada dan perubahan strategi pasar. BLTA juga tengah mempertimbangkan untuk mengganti lokasi pasar dengan memanfaatkan kapal eksisting.
Tahun ini, BLTA menambah wilayah operasi ke Far East Asia dan Pantai Timur India, selain wilayah Indonesia dan ASEAN. (Investor Daily). BLTA: Non-Coverage.
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Page 2 of 7
Riset Saham Harian 10 Juli 2017 PTPP: Bangun hunian kelas bawah
PT Pembangunan Perumahan (Persero), Tbk (PTPP) semakin aktif memabngun hunian un tuk segmen kelas menengah bawah. Setelah meluncurkan 6.000unit apartemen dengan fasilitas khusus FLPP melalui anak usahanya PT PP Urban, kini PTPP akan membangun hunian MBR di tanah milik BPJS.
Pengembangan akan dilakukan melalui PT Sinergi Investasi Properti yang merupakan perusahaan patungan PTPP (20%) dan BPJS (80%).
Penyelesaian proyek yang diperkirakan memakan waktu 4tahun tersebut akan dikembangkan di atas lahan seluas 20ha di kawasan Bagel, Tangerang dengan nilai total investasi sekitar Rp4tn. (Kontan). PTPP: BUY; 14.7x P/E17E dan 1.7x PBV 17E.
Metal: Timah Negatif Saat Prospek AS Positif
Harga timah tertekan setela meroketnya nilai tukar dollar Amerika Serikat (AS). setelah Biro Statistik Tenaga Kerja AS mengumumkan jumlah pekerja baru sektor swasta AS, di luar sektor pertanian, bertambah 222.000 orang Juni lalu.
Harga timah kontrak pengiriman tiga bulan di London Metal Exchange merosot 1,90% menjadi US$ 19.565 per metrik ton. Dalam sepekan harganya anjlok 2,05%.
Tren bearish harga timah masih akan berlanjut, katalis negatif datang dari penurunan ekspor timah Indonesia, yang mengindikasikan sedang terjadipenipisan permintaan secara global. Kementerian Perdagangan mencatatkan ekspor timah Indonesia Jun17 turun 42,7% mom menjadi 4.005 ton. (Kontan). Metal:Neutral.
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Page 3 of 7
Riset Saham Harian 10 Juli 2017 Stock
Rec.
Mkt Cap
Last price
1D Chg
YTD Chg
TP Cons
TP SSI
Upside
PE
PE
PBV
PBV
ROE
ROE
(Rp bn)
(Rp)
(%)
(%)
(Rp)
(Rp)
(%)
17E
18E
17E
18E
17E
18E
Banks BMRI BBCA
BUY HOLD
309,167 456,118
13250 18500
(0.6) 1.5
14.5 19.4
12270 18764
14000 18000
5.7 -2.7
15.6 19.7
12.6 18.6
1.8 3.5
1.5 3.1
11.3% 17.9%
12.0% 16.5%
BBRI BBNI
BUY BUY
371,271 125,412
15050 6725
0.0 (0.7)
28.9 21.7
15078 7111
15550 7350
3.3 9.3
13.2 9.3
11.6 8.0
2.2 1.3
2.0 1.1
16.8% 13.9%
16.8% 14.2%
BBTN BNLI
BUY BUY
26,475 19,069
2500 680
(2.7) 3.0
43.7 26.8
2722 815
2870 890
14.8 30.9
8.5 12.8
7.9 14.2
1.2 0.9
1.1 0.8
14.4% 6.7%
13.7% 5.7%
13.2
12.2
1.8
1.6
0.1
0.1
Average Consumer (Staples) ICBP INDF
BUY BUY
99,126 76,829
8500 8750
(0.3) 0.0
(0.9) 10.4
9435 9603
10300 9900
21.2 13.1
23.9 16.4
20.9 14.3
5.0 2.3
4.4 2.1
20.8% 14.2%
20.9% 14.9%
KLBF ROTI
BUY BUY
76,172 6,049
1625 1195
(0.9) (2.4)
7.3 (25.3)
1724 1793
1750 2050
7.7 71.5
30.7 17.3
27.1 14.8
5.7 3.5
5.1 3.0
18.7% 20.5%
18.7% 20.2%
ULTJ UNVR
BUY HOLD
14,066 367,003
4870 48100
(1.4) (1.6)
6.6 24.0
5750 47699
5300 45200
8.8 -6.0
18.3 51.4
16.6 45.9
3.5 59.9
2.9 52.5
18.9% 116.6%
17.5% 114.4%
SIDO AISA
BUY BUY
488 1565
(0.8) (1.9)
(6.2) (19.5)
682 2264
700 2500
43.4 59.7
13.6 10.0
10.8 8.3
2.6 1.2
2.4 1.0
18.9% 11.7%
22.4% 12.5%
22.7
19.8
10.5
9.2
30.0%
30.2%
34.1 21.6
32.9 20.4
11.7 3.0
10.6 2.7
34.3% 14.1%
32.4% 13.4%
27.8
26.7
7.4
6.7
24.2%
22.9%
35.5 132.7
32.5 104.4
6.9 4.3
6.3 4.0
19.6% 3.3%
19.3% 3.8%
84.1
68.4
5.6
5.1
11.4%
11.6%
7,320 5,037
Average Cigarette HMSP GGRM
BUY BUY
439,682 146,904
3780 76350
(0.8) (2.0)
(1.3) 19.5
4208 79139
4390 77150
16.1 1.0
Average Healthcare MIKA SILO
BUY HOLD
27,865 13,982
1915 10750
(0.3) (1.4)
(25.5) (1.4)
2739 13436
2950 12500
54.0 16.3
Average Poultry CPIN JPFA
BUY BUY
52,802 15,861
3220 1390
(0.9) (1.4)
4.2 (4.5)
3225 1574
4500 1500
39.8 7.9
13.6 8.2
12.6 6.6
1.7 1.5
1.6 1.2
12.8% 18.0%
12.4% 18.9%
MAIN Average
BUY
2,384
1065
(3.2)
(18.1)
1159
2280
114.1
5.8 9.2
4.6 7.9
0.9 1.4
0.8 1.2
15.9% 15.6%
17.2% 16.2%
Retail MAPI
BUY
10,666
6425
2.4
19.0
7474
7700
19.8
42.5
30.7
3.1
2.8
7.2%
9.1%
RALS ACES
BUY HOLD
7,664 19,122
1080 1115
(0.9) 1.4
(9.6) 33.5
1491 1091
1750 900
62.0 -19.3
16.6 27.2
13.2 23.2
2.0 6.0
1.8 5.1
12.0% 22.2%
13.9% 21.8%
LPPF Average
BUY
37,349
12800
(3.8)
(15.4)
16241
19500
52.3
13.5 25.0
13.0 20.0
11.0 5.5
7.8 4.4
81.1% 30.6%
60.0% 26.2%
Telco EXCL
BUY
34,201
3200
(0.3)
38.5
3570
3200
0.0
86.5
57.1
1.6
1.6
1.8%
2.7%
ISAT TLKM
BUY BUY
32,604 466,704
6000 4630
(5.1) (0.4)
(7.0) 16.9
8173 4863
8200 5000
36.7 8.0
16.5 19.3
11.8 14.9
2.2 4.6
2.0 4.0
13.4% 24.0%
16.7% 26.7%
TOWR Average
BUY
40,302
3950
(0.8)
10.3
4627
4500
13.9
11.5 33.4
10.8 23.7
2.8 2.8
2.2 2.4
24.5% 15.9%
20.7% 16.7%
Auto and HE ASII BUY
355,243
8775
(0.3)
6.0
9304
9000
2.6
15.9
13.5
2.7
2.2
17.2%
16.4%
101,460
27200
(3.2)
28.0
30336
31500
15.8
15.6 15.7
13.8 13.6
2.3 2.5
2.1 2.1
14.7% 15.9%
14.9% 15.7%
3.6
385
420
20.0
262.9
26.3
0.6
0.4
0.2%
1.7%
UNTR Average
BUY
Aviation GIAA
HOLD
9,060
350
0.0
Property BSDE
BUY
34,548
1795
(4.0)
2.3
2303
2350
30.9
16.0
13.8
1.4
1.2
8.7%
8.5%
PWON ASRI
BUY HOLD
31,304 6,249
650 318
1.6 (1.2)
15.0 (9.7)
726 438
710 390
9.2 22.6
15.9 9.4
13.3 8.8
3.0 0.8
2.6 0.8
19.2% 8.8%
19.3% 8.7%
SMRA SSIA
HOLD BUY
17,456 2,894
1210 615
(1.2) (4.7)
(8.7) 41.7
1570 975
1307 750
8.0 22.0
52.6 13.7
40.3 11.4
2.1 0.9
1.9 0.9
4.0% 6.6%
4.8% 7.5%
CTRA DMAS
BUY BUY
21,994 9,543
1185 198
(1.3) (3.9)
(11.2) (13.9)
1588 309
1580 300
33.3 51.5
13.8 11.2
11.5 9.0
1.4 1.1
1.3 1.0
10.3% 9.7%
11.1% 10.8%
KIJA Average
BUY
6,653
322
0.0
11.1
446
450
39.8
14.0 18.3
12.4 15.1
1.1 1.5
1.0 1.3
7.8% 9.4%
8.1% 9.8%
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Page 4 of 7
Riset Saham Harian 10 Juli 2017 Construction PTPP BUY
20,522
3310
(0.6)
(13.1)
4592
4150
25.4
14.7
12.4
1.7
1.6
11.8%
ADHI
HOLD
7,798
2190
(1.8)
5.3
2702
2550
16.4
23.5
19.7
1.4
1.3
6.0%
6.5%
WSKT WIKA
BUY BUY
30,270 19,734
2230 2200
(1.3) (1.8)
(12.5) (6.8)
3224 3044
3250 3000
45.7 36.4
13.4 17.7
10.6 15.5
1.6 1.4
1.5 1.3
11.7% 8.0%
14.2% 8.3%
17.3
14.6
1.5
1.4
9.4%
10.4%
12.9% 12.9%
12.6% 12.9%
Average
12.6%
Cement INTP SMGR
SELL HOLD
67,643 60,502
18375 10200
(2.6) 0.7
19.3 11.2
15547 9921
13500 9000
-26.5 -11.8
18.6 15.0
17.5 13.5
2.4 1.9
2.2 1.8
SMCB
SELL
6,015
785
(0.6)
(12.8)
770
700
-10.8
-32.7
-26.2
0.7
0.7
-2.3%
-2.8%
SMBR
HOLD
32,673
3300
0.9
18.3
539
2300
-30.3
86.8
82.5
8.7
7.7
10.0%
9.3%
21.9
21.8
3.4
3.1
8.4%
8.0%
Average Precast WSBP
BUY
12,232
464
(2.5)
(16.4)
704
690
48.7
18.2
11.9
1.5
1.3
8.0%
10.6%
WTON
BUY
5,186
595
(1.7)
(27.9)
1013
1150
93.3
15.7
13.5
1.7
1.4
10.9%
10.6%
16.9
12.7
1.6
1.3
9.4%
10.6%
Average Oil and Gas PGAS
HOLD
AKRA MEDC Average
BUY
56,725 25300.9
2340
(1.3)
(13.3)
2889
2600
11.1
12.9
10.4
1.2
1.1
9.4%
10.7%
6325.0
0.4
5.4
7000.0
7600
20.2
21.6
21.4
3.3
3.0
15.2%
14.0%
BUY
7,531
2260
0.0
71.2
4213
4500
99.1
3.1 12.5
2.9 11.6
0.6 1.7
0.5 1.5
17.6% 14%
16.3% 14%
BUY
38,285
5275
(3.2)
22.1
5884
5000
-5.2
19.9
26.4
2.8
2.6
13.9%
9.8%
ANTM
BUY
17,062
710
2.2
(20.7)
760
1250
76.1
8.3
4.4
0.8
0.8
10.0%
17.8%
INCO
HOLD
18,531
1865
0.3
(33.9)
2434
2145
15.0
70.2
35.1
0.8
0.7
1.1%
2.1%
TINS Average
BUY
5,325
715
(2.1)
(33.5)
1127
1200
67.8
34.0 37.5
21.0 20.2
1.0 0.9
1.0 0.8
2.9% 4.7%
4.5% 8.1%
Utilities JSMR Metal
Coal DOID ITMG ADRO
BUY
830.0
-1.2
62.7
1587.5
1600
92.8
5.7
5.9
2.5
1.7
44.0%
28.6%
BUY BUY
7060.0 20,621 51,497
18250 1610
(0.3) (1.5)
8.1 (5.0)
20965 2008
19000 2100
4.1 30.4
8.6 12.2
8.6 11.1
1.5 1.0
1.4 1.0
17.9% 8.5%
16.6% 8.7%
PTBA
BUY
28,571
12400
1.2
(0.8)
15240
15000
21.0
12.8
10.4
2.5
2.2
19.9%
21.5%
9.8
9.0
1.9
1.6
22.6%
18.9%
Average Plantation AALI
BUY
29,063
15100
(0.5)
(10.0)
17959
19800
31.1
16.6
13.9
1.8
1.7
10.7%
12.1%
LSIP
BUY
9,757
1430
(0.3)
(17.8)
1705
2050
43.4
12.9
10.0
1.2
1.1
9.1%
10.9%
SIMP Average
HOLD
8,778
555
(0.9)
12.3
570
600
8.1
11.8 13.7
10.9 11.6
0.6 1.2
0.6 1.1
5.0% 8.3%
5.2% 9.4%
Source: SSI Research, Bloomberg Note: GIAA, PGAS, ITMG, ADRO, MEDC, INCO, DOID report in USD.
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Page 5 of 7
Riset Saham Harian 10 Juli 2017 Regional Indices
1D Change Points
Last Price
Change (%)
1 Year
1D
3D
1W
1M
3M
YTD
1YR
High
Low
1,913
0.22
(0.37)
(0.39)
(0.50)
3.60
9.25
15.09
1,939
1,641
World
4.18
U.S. (S&P)
15.43
2,425
0.64
(0.16)
0.23
(0.27)
2.89
8.32
13.86
2,454
2,084
U.S. (DOW)
94.30
21,414
0.44
(0.30)
0.60
0.67
3.66
8.36
18.01
21,563
17,884
Europe
1.78
3,464
0.05
(0.45)
0.64
(3.41)
(0.48)
5.27
22.05
3,667
2,769
Emerging Market
(3.68)
1,002
(0.37)
(0.73)
(1.16)
(1.54)
4.64
16.26
20.95
1,023
823
FTSE 100 CAC 40
13.64 (7.24)
7,351 5,145
0.19 (0.14)
(0.09) (0.57)
0.52 0.48
(2.34) (2.92)
0.03 0.74
2.91 5.82
n/a 22.78
7,599 5,442
6,515 4,103 9,389
Dax
7.43
12,389
0.06
(0.39)
0.52
(3.33)
1.54
7.91
28.65
12,952
Indonesia
(34.78)
5,815
(0.59)
(0.86)
(0.26)
2.45
3.02
9.78
16.96
5,910
4,972
Japan
112.76
20,042
0.57
(0.20)
(0.07)
0.14
6.62
4.85
32.67
20,318
15,107
Australia Korea
27.73 3.05
5,731 2,383
0.49 0.13
(0.55) (0.23)
0.82 (0.48)
0.94 0.05
(3.07) 11.70
1.16 17.59
9.57 21.39
5,957 2,403
5,052 1,931
Singapore Malaysia
2.67 (10.60)
3,229 1,760
0.08 (0.60)
0.56 (0.12)
0.08 (0.21)
(0.77) (1.62)
1.49 1.17
12.09 7.20
13.42 7.02
3,275 1,797
2,761 1,614
Hong Kong
(124.37)
25,341
(0.49)
(0.19)
(1.64)
(2.65)
4.45
15.18
23.23
26,090
20,469
China Taiwan
5.51 (70.95)
3,218 10,297
0.17 (0.68)
1.10 (0.49)
0.80 (0.94)
1.89 0.96
(1.57) 4.20
3.68 11.28
7.69 19.17
3,301 10,546
2,932 8,605
Thailand Philipines
(0.20) 1.02
1,569 7,889
(0.01) 0.01
(0.30) 0.71
(0.34) 0.59
0.18 (1.26)
(0.74) 3.56
1.72 15.33
7.82 1.52
1,601 8,118
1,343 6,499
1D Change Points
Last Price
0.00 n/a
4.34 123.09
n/a 0.00 0.24
Monetary Indicators JIBOR Overnight (%) Foreign Reserve (US$bn) Inflation Rate (%)
US Fed Rate (%) Indo Govt Bond Yld (10yr) - % Exchange Rate (per US$)
1D Change
Currency
Points
Indonesia Japan
15.00 0.07
UK Euro China Commodities Indicators
Change (%)
1 Year
1W
1M
3M
YTD
1YR
High
Low
(7.55) n/a
0.41 (1.49)
0.84 1.06
2.58 5.79
(11.45) 12.12
5.39 124.95
4.16 111.41
0.69
n/a
76.92
3550.00
64.29
4.55
0.97
(0.02)
1.25 7.17
0.00 4.96
25.00 3.20
25.00 0.43
66.67 (10.10)
150.00 (2.82)
1.25 8.36
0.50 6.77
Last Price
Change (%)
1 Year
1D
3D
1W
1M
3M
YTD
1YR
High
Low
13403 113.99
(0.11) (0.06)
(0.29) (0.64)
(0.56) (0.54)
(0.73) (3.54)
0.52 2.61
0.52 2.61
(1.98) (9.82)
13,593 118.66
12,920 99.54
0.00 0.00
1.29 1.14
0.02 0.01
(0.32) 0.44
(0.36) 0.33
1.85 1.78
4.48 8.41
4.48 8.41
(0.81) 3.11
1.35 1.14
1.18 1.03
0.00
6.81
(0.06)
(0.07)
(0.36)
(0.15)
2.05
2.05
(1.82)
6.96
6.62
44.60
1D 0.84
3D (1.17)
1W (3.13)
3M (15.98)
YTD (16.98)
1YR (1.78)
High 55.24
Low 39.19
1D Change
Last Price
Change (%)
Points 0.37
CPO
(7.00)
2,528.00
(0.28)
1.24
2.81
5.20
(2.54)
(18.69)
8.03
3,202.00
2,172.00
Rubber Coal
0.00 (0.65)
794.00 80.95
0.00 (0.80)
0.00 1.31
(0.06) 4.18
(5.92) 1.63
(21.93) (7.06)
(18.77) (14.52)
16.85 35.14
1,174.00 112.25
644.00 69.00
Iron Ore
1M (2.68)
1 Year
Spot Oil
(1.01)
60.10
(1.65)
(3.66)
(2.78)
7.96
(24.07)
(23.01)
9.87
94.91
53.60
Tin
(415.00)
19,675.00
(2.07)
(2.79)
(2.74)
1.35
(2.93)
(7.22)
10.85
21,945.00
17,672.50
Nickel
(155.00)
8,920.00
(1.71)
(2.83)
(5.01)
1.25
(12.38)
(10.98)
(8.51)
12,145.00
8,680.00
Copper Gold
(23.00) 2.80
5,828.00 1,212.50
(0.39) 0.23
(1.09) (0.75)
(1.84) (2.27)
3.68 (4.49)
(0.10) (3.18)
5.28 5.43
24.34 (10.74)
6,204.00 1,376.50
4,582.00 1,124.70
Source: SSI Research, Bloomberg
www.samuel.co.id
Page 6 of 7
Research Team Andy Ferdinand, CFA
Head Of Equity Research, Strategy, Banking, Consumer
[email protected]
+6221 2854 8148
Rangga Cipta
Economist
[email protected]
+6221 2854 8396
Muhamad Makky Dandytra, CFTe
Technical Analyst
[email protected]
+6221 2854 8382
Akhmad Nurcahyadi, CSA
Auto, Aviation, Cigarette, Construction Healthcare, Heavy Equipment, Property
[email protected]
+6221 2854 8144
Arandi Ariantara
Cement, Telecommunication, Toll Road, Oil and Gas
[email protected]
+6221 2854 8392
Marlene Tanumihardja
Poultry, Retail, Small Caps
[email protected]
+6221 2854 8387
Sharlita Lutfiah Malik
Mining, Plantation
[email protected]
+6221 2854 8339
Nadya Swastika
Research Associate
[email protected]
+6221 2854 8338
Evelyn Satyono
Head of PWM / Institutional Sales
[email protected]
+6221 2854 8380
Muhamad Alfatih CSA, CTA, CFTe
Senior Technical Portfolio Advisor
[email protected]
+6221 2854 8129
Ronny Ardianto
Institutional Equity Sales
[email protected]
+6221 2854 8399
Clarice Wijana
Institutional Equity Sales
[email protected]
+6221 2854 8395
Fachruly Fiater
Institutional Equity Sales
[email protected]
+6221 2854 8325
Kelvin Long
Head of Equities
[email protected]
+6221 2854 8150
Yulianah
Institutional Equity Sales
[email protected]
+6221 2854 8146
Lucia Irawati
Retail Equity Sales
[email protected]
+6221 2854 8173
Nugroho Nuswantoro
Head of Marketing Online Trading
[email protected]
+6221 2854 8372
Wahyu Widodo
Marketing
[email protected]
+6221 2854 8371
Aben Epapras
Marketing
[email protected]
+6221 2854 8389
Private Wealth Management
Equity Sales Team
Online Trading Sales Team
DISCLAIMERS : Analyst Certification : The v iews expressed in this research accurately ref lect the personal views of the analyst(s) about th e 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 v iews 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 f or information only and f or the use of the recipient. It is not to be reprod uced 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 th is report may not be suitable f or all investors. Moreover, although the inf ormation contained herein has been obtained from sources believed to be reliable, its accuracy, completeness and reliability cannot be guaranteed. All rights reserv ed by PT Samuel Sekuritas Indonesia
www.samuel.co.id
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