RISET SAHAM HARIAN Samuel Equity Research
Friday, 23 December 2016
Market Activity
Stagnan menyambut hari libur
Friday, 23 Dec 2016 Market Index Index Movement Market Volume Market Value
: : : :
Last Close
5,042.9 -68.5 (-1.34%) Mn shrs 4,050 5,327 Bn rupiah Changes +/%
Leading Movers DNET 1,150 SMRA 1,300 SCMA 2,560 MIKA 2,540 Lagging Movers HMSP 3,630 ASII 7,525 UNVR 37,975 BBRI 10,875 Foreign Net Buy / Sell Net Buy (Rpbn) BMRI 146 LPPF 24 ADHI 13 BUMI 12 BWPT 9
60 50 40 40
5.5 4.0 1.6 1.6
-110 -175 -525 -125
-2.9 -2.3 -1.4 -1.1
Net Sell (Rpbn) BBRI 101 UNVR 58 SCMA 41 HMSP 30 INCO 25
Last Close 13,453 4.2 0.5
Changes +/% -16.0 0.1 0.0 -
Dual Listing Securities Last Close TLKM 27.6 ISAT 39.4 EIDO 22.7
Changes +/% -0.3 -1.2 -0.5 -1.3 -0.4 -1.7
World Indices
DJIA S&P 500 Euro Stoxx MSCI World Nikkei Hang Seng
Last Close 19,919 2,261 3,270 1,758 19,428 21,636
3,3% vs 2Q16 3,2%. Di sisi lain, data jobless claims tercatat meningkat 21.000 menjadi 275.000 di periode 17 Desember, melebihi estimasi konsensus yang sebesar 256.000. Dari pasar komoditas, harga minyak tercatat menguat ke level US$ 55/barel, dengan katalis rencana pemangkasan produksi negara penghasil minyak sedangkan emas menguat ke US$ 1.129/toz seiring dengan pembelian emas untuk cadangan negara (gold reserves) oleh Rusia di bulan November, cadangan tercatat meningkat menjadi 51,9 juta toz. Bursa wilayah Asia Pasifik pagi ini dibuka turun dengan bursa
Last Close 55 3,076 90 10,693 21,065
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Jepang, Kaisar Akihito. Kami memperkirakan IHSG masih stagnan menyambut libur Natal dan Tahun Baru 2017. Berita perubahan rating credit outlook dari Fitch menjadi sentimen positif, rencana pelonggaran ekspor mineral mentah, serta survey Bloomberg yang menyatakan Indonesia dan India merupakan negara favorit investor global untuk
emerging
market
akan
menjadi katalis
untuk
pergerakan bursa. Nilai tukar rupiah tercatat melemah ke Rp13.473, sedangkan EIDO tercatat turun.
Changes +/-23 -4 -1 -2 -17 -174
% -0.1 -0.2 0.0 -0.1 -0.1 -0.8
Commodities Brent Oil CPO Malay Coal Newc Nickel Tin
3Q16 tercatat jauh diatas konsensus, tercatat 3,5% vs konsensus
Jepang ditutup hari ini untuk merayakan hari ulang tahun kaisar
Money Market
USD/IDR JIBOR O/N Infl (MoM)
Bursa US ditutup melemah meski data pertumbuhan ekonomi di
Changes +/% 0.6 1.1 -38.0 -1.2 1.1 1.2 -100.3 -0.9 31.0 0.1
Highlights
TLKM : Telkomsel akan menggandeng 14 mitra bisnis baru
AKRA: 6 investor akan investasi di kawasan industri JIIPE
WIKA: Siapkan capex Rp12tn
TINS:Bersama sucofindo kerjasama di bidang pertambangan
Mining: Ekspor Mineral Mentah Siap Dibuka
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.
TLKM: Telkomsel akan menggandeng 14 mitra bisnis baru Anak usaha PT Telekomunikasi Indonesia Tbk (TLKM), Telkomsel, menggandeng 14 mitra bisnis untuk memasarkan produk layanan telekomunikasi. Mitra bisnis berasal dari beragam bidang, seperti Traveloka, Grab, Bukalapak, dan lain lain. (Kontan) TLKM: Buy; 17E’ PE:15.6x, PBV: 3.8x. AKRA: 6 investor akan investasi di kawasan industri JIIPE Kawasan industri milik PT AKR Corporindo Tbk (AKRA), Java Integrated Industrial and Port (JIIPE) di Gresik, Jawa Timur mulai menarik investor dari industri manufaktur. Sekitar 6 investor akan melakukan investasi di kawasan tersebut mulai tahun depan, perusahaan tersebut bergerak di food industries, chemical, building industries dan akan mengakuisisi 40 ha lahan. Pasokan listrik yang dibutuhkan oleh industri di kawasan tersebut di rencanakan akan mulai mengalir di 3Q17. (Kontan) AKRA: Buy; 17E’ PE:17.6x, PBV: 2.9x. WIKA: Siapkan capex Rp12tn PT Wijaya Karya, Tbk (WIKA) mengalokasikan belanja modal sebesar Rp12tn dengan target order book sebesar Rp102.93tn (26.3%mengalokasikan belanja modal sebesar Rp12tn dengan target order book sebesar Rp102.93tn (26.3%YoY), dimana sebesar Rp43.26tn adalah target kontrak baru. Selain itu, perusahaan juga optimis proses pembebasan lahan proyek HRCnya akan segera selesai. ( Investor Daily). WIKA: Buy; 17.1x P/E17E dan 2.0x PBV 17E. TINS: Bersama sucofindo kerjasama di bidang pertambangan PT Timah Tbk dan PT Sucofindo (Persero) bersinergi dalam peningkatan kinerjadan pengembangan bisnis barang dan jasa di sektor pertambangan. Kerja sama tersebut terkait dengan kualitas, kuantitas produksi, dan kegiatan eksplorasi serta operasi produksi bahan mineral serta bahan tambang lainnya. Kerjasama tersebut meliputi kegiatan yang berkaitan dengan bidang inspeksi dan audit, pengujian komoditi timah, analisa dampak lingkungan (AMDAL), sertifikasi, konsultasi, pelatihan, kegiatan eksplorasi, dan jasa lainnya untuk proses bisnis di Timah. (Investor Daily). TINS: Buy; 17E’ PE: 52.1x, PBV: 1.5x.
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Page 2 of 7
Mining: Ekspor Mineral Mentah Siap Dibuka Pemerintah sudah menyepakati sejumlahpoin revisi Peraturan Pemerintah(PP) Nomor 23/2010tentang Pelaksanaan KegiatanUsaha Pertambangan Mineraldan Batubara (Minerba), serta aturan turunannya. Menteri Energi dan Sumber Daya Mineral Ignasius Jonan menyatakan, ada dua poin kesepakatan. Pertama, relaksasi perubahan pengajuanperpanjangan izin usaha pertambangan.Aturan yang berlakusaat ini menetapkan pembahasannya bisa dilakukandalam dua tahun sebelumkontrak pertambangan. Pemerintah akan mengubahnyamenjadi lima tahun lebih cepat. Kedua, pemerintah akan membuka dan membebaskan ekspor bijih mineral mentah. Syaratnya, pemegang kontrak karya (KK) mengubahstatusnya menjadi Izin UsahaPe r t ambang an Khusus(IUPK). Belum dijelaskan mendetail jeniskomoditas yang berhak dapat relaksasi. Konsentrat tembaga dapat relaksasI, sedangkan untuk komoditas nikel ore dan bauksit tidak. (Kontan). Mining: 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
PE
PBV
ROE
EV/EBITDA (x)
TP SSI
Upside
(%)
(Rp)
(%)
(%)
(%)
(%)
(Rp)
(Rp)
(%)
16E
17E
16E
17E
16E
17E
16E
17E
Banks BMRI BBCA
BUY BUY
4.5 6.5
10750 14550
0.0 (0.9)
(0.46) (1.52)
(1.4) (1.0)
16.2 9.4
11031 16251
12400 17100
15.3 17.5
14.4 18.4
11.2 15.5
1.6 3.2
1.5 2.8
11.3% 17.6%
13.1% 17.9%
n/a n/a
n/a n/a
BBRI BBNI
BUY BUY
4.9 1.8
10875 5300
(1.1) (0.9)
(4.61) (1.85)
(5.4) 3.4
(4.8) 6.2
13039 6341
13700 6300
26.0 18.9
10.3 9.3
8.9 7.6
1.9 1.1
1.6 1.0
17.9% 12.2%
18.1% 13.4%
n/a n/a
n/a n/a
BBTN
BUY
0.3
1630
(1.2)
(4.96)
(5.2)
25.9
2045
2300
41.1
Average Consumer (Staples) ICBP INDF
BUY BUY
1.7 1.2
7775 7250
(1.9) (1.7)
KLBF
BUY
1.2
1430
(1.7)
(6.54)
ROTI
BUY
0.1
1510
0.0
(0.33)
ULTJ
BUY
0.2
4500
(1.3)
UNVR
BUY
5.3
37975
SIDO AISA Average
BUY BUY
0.1 0.1
BUY BUY
Cigarette HMSP GGRM Average
Healthcare MIKA HOLD
(10.63) (11.4) (9.09) (5.8)
7.4
6.2
0.9
0.8
12.4%
13.1%
n/a
n/a
12.0
9.9
1.8
1.5
14.3%
15.1%
n/a
n/a
15.4 40.1
10109 9916
10300 9900
32.5 36.6
24.4 16.1
21.8 13.6
5.1 2.1
4.5 1.9
21.0% 13.2%
20.8% 14.2%
18.1 8.9
15.4 8.0
(4.7)
8.3
1763
1700
18.9
29.8
26.5
5.7
5.0
19.1%
19.0%
20.4
17.1
(1.9)
19.4
1763
2000
32.5
28.5
21.3
5.4
4.5
18.9%
21.1%
13.3
11.8
(0.44)
(2.2)
14.1
2703
5300
17.8
20.6
16.9
3.9
3.2
18.7%
18.9%
13.0
11.1
(1.4)
(5.42)
(6.1)
2.6
43996
45200
19.0
45.4
40.6
53.9
47.3
118.9% 116.6%
31.7
29.0
515 1910
(4.6) (0.5)
(4.63) (2.05)
(6.4) (3.5)
(6.4) 57.9
640 2427
700 2240
35.9 17.3
16.0 15.3 25.8
14.3 11.7 22.1
2.8 1.6 11.3
2.7 1.4 9.9
17.7% 10.7% 32.5%
18.9% 12.2% 32.8%
7.3 13.9 16.1
12.5 14.0
7.7
3630
(2.9)
(9.25)
(7.6)
(3.5)
4255
4390
20.9
35.6
31.9
11.9
10.8
33.3%
33.8%
25.5
23.1
2.1
60850
(1.9)
(8.22)
(5.7)
10.6
77849
77150
26.8
17.9 26.8
17.2 24.6
2.7 7.3
2.4 6.6
15.2% 24.2%
14.1% 24.0%
11.7 18.6
10.8 16.9
5.8
0.7
2540
1.6
1.60
(6.3)
5.8
3109
2950
16.1
55.5
48.7
10.3
9.3
18.5%
19.1%
29.8
26.9
SILO Average Retail
BUY
0.2
10100
0.5
(0.98)
1.6
4.7
11149
12500
23.8
134.7 95.1
106.1 77.4
5.5 7.9
5.0 7.1
4.1% 11.3%
4.7% 11.9%
19.9 24.8
16.2 21.5
MAPI RALS
BUY BUY
0.1 0.1
4790 1145
(4.7) (1.7)
(4.68) 4.57
(2.0) (6.1)
26.2 77.5
5644 1358
6700 1500
39.9 31.0
42.4 20.8
24.9 17.6
2.5 2.3
2.2 2.1
5.8% 11.0%
9.0% 12.1%
8.3 16.6
6.6 15.6
ACES LPPF
BUY BUY
0.2 0.8
785 14450
(3.1) (0.3)
(3.09) 0.35
(9.8) (0.9)
(4.8) (17.9)
973 20236
1000 21300
27.4 47.4
21.8 19.8
20.1 17.5
4.6 19.3
4.2 12.5
21.2% 97.7%
20.7% 71.2%
15.0 13.1
13.2 11.7
26.2
20.0
7.2
5.3
33.9%
28.3%
13.2
11.8
Average Telco EXCL ISAT TLKM
HOLD BUY BUY
0.4 0.6 6.9
2240 6175 3750
0.9 0.8 (0.8)
(1.32) (0.40) (4.09)
(0.4) (2.0) (4.8)
(37.8) 12.3 21.3
3173 7661 4692
2200 7200 5000
-1.8 16.6 33.3
280.0 41.4 19.1
38.6 19.1 15.6
1.1 2.5 4.3
1.1 2.2 3.8
0.4% 6.0% 22.3%
2.8% 11.7% 24.0%
5.2 4.1 7.4
4.5 3.6 6.7
TOWR Average
BUY
0.7
3600
0.0
-
(2.7)
(24.2)
4838
4500
25.0
11.8 88.1
10.5 20.9
3.4 2.8
2.6 2.4
28.8% 0.1
24.5% 0.2
8.6 6.3
7.9 5.7
Auto and HE ASII BUY
(2.90)
5.6
7525
(2.3)
(3.2)
25.4
8756
9000
19.6
16.5
13.6
2.7
2.3
16.7%
17.2%
14.1
13.6
BUY
1.3
19525
(3.1)
(13.41) (10.8)
15.2
24152
25050
28.3
16.8 16.7
14.2 13.9
1.8 2.3
1.7 2.0
10.7% 13.7%
11.9% 14.6%
4.6 9.4
4.1 8.8
BUY
0.2
332
(2.4)
(10.75)
7.4
395
445
34.0
17.5
12.8
0.7
0.9
3.8%
7.1%
0.9
3.2
BSDE PWON
BUY HOLD
0.6 0.5
1660 545
(2.9) (0.9)
(5.14) (8.5) (7.63) (21.0)
(7.8) 9.9
2369 726
2350 710
41.6 30.3
13.0 19.6
10.6 18.1
1.4 3.3
1.2 2.9
11.1% 16.8%
11.8% 15.8%
9.6 7.8
8.4 6.7
KPIG ASRI
BUY HOLD
0.2 0.1
1400 344
(4.8) (2.3)
3.70 21.2 (7.03) (9.9)
(0.7) 0.3
n/a 436
1810 390
29.3 13.4
32.6 10.7
27.5 10.1
1.2 1.0
1.1 0.9
3.5% 9.0%
4.1% 8.8%
n/a 5.6
n/a 4.8
SMRA Average
BUY
0.3
1300
4.0
(6.81)
(7.1)
(21.2)
1706
1750
34.6
28.6 18.0
26.8 16.4
2.4 2.0
2.3 1.8
8.5% 11.4%
8.4% 11.2%
8.9 8.0
8.0 7.0
Construction PTPP BUY ADHI BUY
0.4 0.1
3600 1995
(3.7) (3.6)
(5.76) (4.55)
(6.7) (0.3)
(2.3) (6.8)
4780 2576
5100 2750
41.7 37.8
22.0 15.0
19.0 12.4
3.1 1.3
2.7 1.2
13.9% 8.9%
14.4% 9.5%
11.8 5.6
10.4 4.9
0.6 0.4
2300 2320
(2.5) (3.3)
(8.73) (8.30)
(2.5) (5.7)
37.7 (5.1)
3290 3050
3250 3000
41.3 29.3
17.9 20.2
14.6 17.1
1.7 2.3
1.4 2.0
9.2% 11.2%
9.9% 11.4%
19.8 12.2
16.9 10.5
18.8
15.8
2.1
1.8
10.8%
11.3%
12.3
10.7
UNTR Average Aviation GIAA Property
WSKT WIKA
BUY BUY
(2.9)
Average Cement INTP SMGR
SELL HOLD
1.0 1.0
15000 8925
(2.6) (2.2)
(7.12) (0.56)
2.9 6.3
(32.8) (21.7)
16301 10350
13500 9000
-10.0 0.8
13.4 13.6
13.1 13.1
2.1 1.9
1.9 1.7
15.6% 13.7%
14.4% 12.9%
6.9 5.4
5.9 4.4
SMCB SMBR Average
SELL HOLD
0.1 0.5
880 2550
(1.1) (1.2)
(2.76) (2.67)
(1.1) 2.4
(11.6) 776.3
920 382
700 2300
-20.5 -9.8
-88.0 77.3 4.1
-36.7 67.1 14.2
0.8 7.7 3.1
0.8 6.7 2.8
-0.9% 9.9% 0.1
-2.3% 10.0% 0.1
9.8 52.8 18.7
8.0 47.5 16.4
Precast WSBP
BUY
0.3
530
(2.8)
(6.19)
(6.2)
NA
693
690
30.2
26.2
20.8
2.2
2.0
8.4%
9.6%
21.2
16.7
WTON
BUY
0.1
825
(2.4)
(2.94)
(0.6)
0.0
1094
1150
39.4
25.6
19.5
2.6
2.1
10.2%
10.9%
18.8
14.7
25.9
20.2
2.4
2.1
9.3%
10.2%
20.0
15.7
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 BUY TINS BUY 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 BUY AKRA BUY DOID
Upside (%)
PE
PBV
ROE
EV/EBITDA (x)
16E
17E
16E
17E
16E
17E
16E
17E
1.1 0.5
2480 4130
(3.9) (3.5)
(11.43) (7.81)
(2.0) (1.7)
(9.7) (20.8)
3058 5720
3375 5000
36.1 21.1
10.6 15.8 13.2
8.8 15.6 12.2
1.3 2.4 1.9
1.2 2.2 1.7
12.3% 15.3% 13.8%
13.5% 13.9% 13.7%
7.0 10.3 8.6
6.2 9.9 8.0
0.4 0.5 0.1 0.3 1.0 0.5
860 2700 1095 16075 1680 12175
(2.8) (4.3) (3.1) (3.7) 0.6 0.0
(3.91) (11.8) (16.92) (19.9) (3.95) (12.4) (8.14) (0.8) 0.60 3.1 (4.13) 2.3
173.9 65.1 116.8 180.8 226.2 169.1
862 2811 1153 18207 1828 14121
990 3500 1200 19000 2100 15000
15.1 29.6 9.6 18.2 25.0 23.2
430.0 207.7 109.5 13.5 15.0 20.4 132.7
122.9 29.3 52.1 6.9 12.7 12.6 39.4
1.1 1.1 1.5 1.5 1.1 2.9 1.5
1.1 1.1 1.5 1.4 1.1 2.5 1.4
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%
35.4 13.8 8.1 6.0 9.8 15.4 14.7
28.1 8.9 7.1 6.6 8.6 9.5 11.5
0.6 0.2 0.1
16575 1690 486
(1.3) (3.2) (0.8)
9.7 28.0 46.4
18028 1791 558
19800 2050 600
19.5 21.3 23.5
19.2 23.8 17.4 20.1
18.2 15.2 11.0 14.8
2.0 1.5 0.5 1.4
2.0 1.4 0.5 1.3
10.7% 6.3% 3.1% 6.7%
10.7% 9.1% 4.9% 8.2%
14.4 7.0 5.9 9.1
13.0 5.7 5.5 8.1
0.9 0.3 0.0
2900 1480 1190
(4.3) (6.3) (0.8)
(8.81) (13.9) (11.38) (15.7) (5.56) (9.2)
11.5 133.1 (22.0)
3734 2326 1989
4500 2200 1730
55.2 48.6 45.4
13.7 8.9 7.0 9.9
12.2 8.1 6.4 8.9
1.8 1.8 1.1 1.6
1.6 1.5 1.0 1.4
13.0% 20.7% 16.3% 16.7%
12.8% 18.7% 15.6% 15.7%
11.5 8.1 10.0 9.9
10.5 10.8 8.3 9.9
0.4 0.1
5500.0 492.0
-3.5 -3.5
-12.7 -3.5
-23.3 811.1
7400.0 na
7600 850
38.2 72.8
19.7 8.8 14.2
17.6 4.6 11.1
3.2 2.5 2.9
2.9 1.7 2.3
16.2% 28.7% 22.5%
16.3% 35.9% 26.1%
13.2 4.3 8.8
10.6 3.9 7.3
(2.79) (4.79) (3.76)
Average Source: SSI Research, Bloomberg Note: GIAA, PGAS, ITMG, ADRO, INCO, DOID report in USD.
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TP SSI (Rp)
6.3 0.9 (2.8)
-17.0 -6.3
Page 5 of 7
Regional Indices
1D Change Points
World
(2.26)
Last Price
Change (%)
1 Year
1D
3D
1W
1M
3M
YTD
1YR
High
Low
1,758
(0.13)
(0.20)
0.18
2.81
1.63
5.72
5.16
1,776
1,460
U.S. (S&P)
(4.22)
2,261
(0.19)
(0.07)
(0.05)
2.55
4.45
10.62
9.53
2,278
1,810
U.S. (DOW) Europe
(23.08) (1.24)
19,919 3,270
(0.12) (0.04)
0.18 0.36
0.34 0.61
4.38 7.83
9.08 7.82
14.31 0.06
13.16 (0.52)
19,988 3,314
15,451 2,673
Emerging Market
(8.66)
843
(1.02)
(1.01)
(1.88)
(1.57)
(8.17)
6.09
4.90
930
687
FTSE 100
22.26
7,064
0.32
0.66
0.92
3.61
2.23
13.16
n/a
7,130
5,500
CAC 40
0.81
4,835
0.02
0.25
0.32
6.74
7.71
4.26
3.42
4,857
3,892
Dax
(12.54)
11,456
(0.11)
0.26
0.79
7.44
7.80
6.64
6.79
11,480
8,699
Indonesia
(68.52)
5,043
(1.34)
(2.87)
(4.03)
(3.24)
(6.42)
9.79
11.50
5,492
4,409
Japan
(16.82)
19,428
(0.09)
0.19
0.80
6.96
15.96
2.07
2.86
19,593
14,864
Australia
(2.54)
5,641
(0.05)
0.90
1.96
2.86
3.87
6.52
9.72
5,650
4,707
Korea
(1.44)
2,034
(0.07)
(0.37)
(0.39)
2.33
(0.96)
3.72
1.75
2,074
1,818
Singapore
(19.66)
2,882
(0.68)
(1.07)
(1.66)
1.49
0.88
(0.02)
0.64
2,981
2,528
Malaysia
(6.39)
1,623
(0.39)
(0.68)
(0.84)
(0.44)
(2.86)
(4.10)
(2.42)
1,729
1,601
Hong Kong
(173.60)
21,636
(0.80)
(0.90)
(1.92)
(4.59)
(8.66)
(1.27)
(1.83)
24,364
18,279
China Taiwan
2.13 (85.51)
3,140 9,119
0.07 (0.93)
0.69 (1.30)
0.70 (2.58)
(3.13) (0.65)
3.48 (1.79)
(11.29) 9.36
(13.66) 9.66
3,685 9,430
2,638 7,628
Thailand Philipines
(4.45) (99.19)
1,504 6,587
(0.29) (1.48)
(1.20) (1.89)
(1.02) (3.91)
0.52 (3.65)
0.75 (14.71)
16.78 (5.25)
18.02 (5.93)
1,558 8,118
1,221 6,084
1D Change Points
Last Price
0.01 n/a
4.22 111.47
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
(16.00) (0.07)
UK Euro China Commodities Indicators
Change (%)
1 Year
1W
1M
3M
YTD
1YR
High
Low
23.25 n/a
24.53 (3.10)
3.07 (1.83)
(44.45) 5.23
(28.39) 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)
0.75 7.86
0.00 (1.55)
50.00 (2.31)
50.00 14.46
50.00 (10.12)
50.00 (9.97)
0.75 8.86
0.50 6.77
Last Price
Change (%)
1 Year
1D
3D
1W
1M
3M
YTD
1YR
High
Low
13453 117.47
0.12 0.06
(0.50) 0.33
(0.41) 0.39
(0.07) (4.21)
2.49 2.34
2.49 2.34
1.65 2.94
13,985 121.69
12,920 99.02
(0.00) 0.00
1.23 1.04
(0.04) 0.02
(0.73) 0.49
(1.74) (0.11)
(1.33) (1.08)
(16.68) (3.89)
(16.68) (3.89)
(17.44) (4.33)
1.50 1.16
1.18 1.04
0.00
6.95
(0.06)
0.17
(0.02)
(0.84)
(6.54)
(6.54)
(6.76)
6.96
6.45
1D
3D
1W
1M
3M
YTD
1YR
High
Low
9.76
18.35
42.12
40.37
54.51
26.05
1D Change
Last Price
Change (%)
Spot
Points
Oil
(0.31)
52.64
(0.59)
0.78
1.43
CPO
1 Year
(38.00)
3,076.00
(1.22)
(2.10)
(2.69)
5.05
12.88
23.78
24.64
3,202.00
2,172.00
Rubber
3.00
953.50
0.32
(0.05)
0.21
14.74
37.59
76.74
64.68
954.00
506.50
Coal
1.05
90.00
1.18
6.64
7.59
(3.12)
24.22
77.87
75.10
112.25
51.75
Iron Ore
(1.00)
78.98
(1.25)
(3.04)
(4.24)
8.15
42.82
81.98
104.08
83.70
39.80
Tin
31.00
21,065.00
0.15
(1.10)
(1.38)
(1.01)
8.05
44.37
43.57
21,945.00
13,223.80
Nickel
(100.00)
10,730.00
(0.92)
(1.38)
(5.04)
(5.63)
0.66
21.66
24.19
12,145.00
7,550.00
Copper
13.00
5,518.00
0.24
0.40
(3.73)
(1.69)
13.70
17.28
18.27
6,045.50
4,318.00
Gold
(2.50)
1,129.10
(0.22)
(1.04)
0.04
(6.78)
(15.78)
6.49
5.12
1,377.50
1,058.50
Source: SSI Research, Bloomberg
www.samuel.co.id
Page 6 of 7
Research Team Andy Ferdinand, CFA
[email protected]
+6221 2854 8148
Rangga Cipta
Head Of Equity Research,Strategy, Banking, Consumer Economist
[email protected]
+6221 2854 8396
Muhamad Makky Dandytra, CFTe
Technical Analyst
[email protected]
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Akhmad Nurcahyadi, CSA
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Arandi Ariantara
Auto, Aviation, Cigarette, Construction Healthcare, Heavy Equipment, Property Cement, Telecommunication, Utility
[email protected]
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Marlene Tanumihardja
Poultry, Retail, Small Caps
[email protected]
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Sharlita Lutfiah Malik
Mining, Plantation
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Adde Chandra Kurniawan
Research Associate
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[email protected]
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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
[email protected]
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Clarice Wijana
Institutional Equity Sales
[email protected]
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Wahyudi Budiono
Dealer
[email protected]
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Kelvin Siwah Long
Head of Equities
[email protected]
+6221 2854 8150
Yulianah
Institutional Equity Sales
[email protected]
+6221 2854 8146
Indra S. Affandi
Institutional Equity Sales
[email protected]
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Lucia Irawati
Head of Retail Equity Sales
[email protected]
+6221 2854 8173
Ferry Khusaeri
Equity Sales
[email protected]
+6221 2854 8304
Iwan Setiadi
Equity Sales
[email protected]
+6221 2854 8313
Lia Chaterina
Equity Sales
[email protected]
+6221 2854 8315
Amelia Sintama
Equity Sales
[email protected]
+6221 2854 8308
Salt World Widjaja
Equity Sales
[email protected]
+6221 2854 8163
Jovita Widjaja
Equity Sales
[email protected]
+6221 2854 8314
James Wihardja
Equity Sales
[email protected]
+6221 2854 8397
Joseph Soegandhi
Equity Sales
[email protected]
+6221 2854 8872
Dian Anggraeni
Equity Sales
[email protected]
+6221 2854 8301
Sylviawati
Equity Sales
[email protected]
+6221 2854 8112
Verawati Gunawan
Equity Sales
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Cenni Liawisusi
Equity Sales
[email protected]
+6221 2854 8303
Frans Ferdiansah
Equity Sales
[email protected]
+6221 2854 8337
Muhamad Faisyal
Dealer
[email protected]
+6221 2854 8155
Wulan Budi Setyowati
Dealer
[email protected]
+6221 2854 8369
Bismar Ferryaman
Dealer
[email protected]
+6221 2854 8368
Nugroho Nuswantoro
Head Of Marketing OLT
[email protected]
+6221 2854 8372
Wahyu Widodo
Marketing
[email protected]
+6221 2854 8371
Rina Lestari
Customer Service
[email protected]
+6221 2854 8180
Martha Lamtiurma Tampubolon
Customer Service
[email protected]
+6221 2854 8182
Mohamad Andhika Prasetia
Customer Service
[email protected]
+6221 2854 8183
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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