Riset Saham Harian Samuel Research
07 Juli 2017
Market Activity
Friday, 07 Jul 2017 Market Index Index Movement Market Volume Market Value Last Close Leading Movers TLKM GGRM UNVR TBIG
: : : :
5,849.6 +24.5 (+0.4%) Mn shrs 4,050 5,327 Bn rupiah Changes +/%
4,650 77,875 48,900 7,200
70 2075 860 550
1.5 2.7 1.8 8.3
Lagging Movers BBRI 15,050 BBCA 18,225 BKSW 344 ICBP 8,525
-150 -125 -106 -150
-1.0 -0.7 -23.6 -1.7
Foreign Net Buy / Sell Net Buy (Rpbn) TLKM 40 BBNI 40 ITMG 28 INDF 24 PGAS 21
Net Sell (Rpbn) BBRI 246 ASII 175 BMRI 127 BBCA 91 ICBP 56
Tekanan IHSG dari prediksi 2Q17 BI dan pelemahan bursa global Indeks AS semalam ditutup melemah di tengah kenaikan yield global. Tingkat yield surat utang luar negeri global saat ini menanjak, di mana yield obligasi Jerman tenor 10 tahun naik di atas 0,5%, sedangkan yield surat utang AS tenor 10 tahun naik ke level 2,38%. Kenaikan yield tersebut menjadi penyebab penurunan saham-saham teknologi. FOMC minutes menyatakan pandangan hawk ish pejabat the Fed. Data jobless claims tercatat inline dengan estimasi konsensus di 248.000 namun data ADP menunjukkan penambahan 158.000 lapangan pekerjaan pada bulan lalu tercatat lebih rendah dari ekspektasi sebesar 185.000. Harga minyak tercatat kembali melemah ke level US$ 47,4/barel setelah investor memprediksi tingkat produksi AS akan kembali meningkat. Di sisi lain, data persediaan minyak AS turun 6,3 juta barel menjadi 502,9 juta barel,
Money Market Last Close 13,388 4.3 0.7
Changes +/% 24.0 -0.2 0.0 -
jauh di atas estimasi analis dengan penurunan sebesar 2 juta barel. Harga
Dual Listing Securities Last Close TLKM 34.4 ISAT 40.3 EIDO 26.9
Changes +/% 0.4 1.3 -0.5 -1.2 -0.3 -0.9
setelah BI memprediksi pertumbuhan ekonomi 2Q17 akan lebih rendah dari
USD/IDR JIBOR O/N Infl (MoM)
emas tercatat flat di US$ 1.222/toz. Dari pasar dalam negeri,kami perkirakan IHSG hari ini mendapat tekanan proyeksi 5,1% yoy. Saat ini pasar menanti data cadangan devisa yang rencananya dirilis hari ini. Nilai tukar rupiah tercatat flat di Rp13.388, sedangkan pasar EIDO tercatat melemah.
World Indices
DJIA S&P 500 Euro Stoxx MSCI World Nikkei Hang Seng
Last Close 21,320 2,410 3,462 1,909 19,922 25,465
Changes +/% -158 -0.7 -23 -0.9 -16 -0.5 -11 -0.6 -72 -0.4 -57 -0.2
Commodities
Brent Oil CPO Malay Coal Newc Nickel Tin
Last Close 48 2,535 82 9,052 20,090
www.samuel.co.id
Changes +/% -0.5 -1.0 13.0 0.5 0.1 0.1 -86.5 -0.9 265.0 1.3
Highlights
Batubara: Harga batubara Juli naik tipis
UNSP: Cetak penjualan Rp 414 Miliar
SILO: Operasikan RS di Bangka Belitung
MDRN: Merubah Fokus Usaha
INTA: Right Issue Rp232.6miliar
Migas: Realisasi investasi migas capai US$ 3,98 miliar, turun 30% yoy
MEDC: Amman Mineral siap IPO di tahun ini
PTPP: Akan akuisisi PT Lancar Jaya Page 1 of 7
Riset Saham Harian 07 Juli 2017 Batubara: harga batubara Juli naik tipis
Kementerian Energi dan Sumber Daya Mineral (ESDM) menetapkan harga batubara acuan (HBA) Juli 2017 sebesar US$ 78,95 per ton. naik 4,62% mom
Membaiknya harga batubara dipengaruhi oleh berkurangnya suplai Indonesia ke pasar dunia yang disebabkan oleh sejumlah faktor antara lain tingginya curah hujan di daerah penghasil batubara seperti di Kalimantan Timur dan Kalimantan Selatan. Selain itu peka n terakhir Juni kemarin aktivitas tambang berkurang seiring dengan libur Lebaran. (Investor Daily). Batubara: Neutral.
UNSP: Cetak penjualan Rp 414 Miliar
PT Bakrie Sumatera Plantations Tbk (UNSP) berhasil membukukan penjualan sebesar Rp 414 miliar naik 24% yoy. Kenaikan tersebut ditopang penjualan komoditas sawit senilai Rp 253 miliar dan komoditas karet Rp 161 miliar.
Perseroan terus bekerja keras melakukan serangkaian program revitalisasi perkebunan dan fasilitas produksi untuk menjaga produktivitas kebun inti sawit dan karet, ditengah fluktuasi harga komoditas CPO (Crude Palm Oil) dan karet dunia pada kuartal I-2017. (Investor Daily). UNSP: Non-Coverage.
SILO: Operasikan RS di Bangka Belitung
PT Siloam International Hospitals, Tbk (SILO) telah membuka Rumah Sakit berlokasi di Bangka Belitung (merupakan RS ke 27). Sepanjang tahun ini, SILO berencana akan membuka beberapa rumah sakit lainnya.
Saat ini SILO mengelola sebanyak 27 RS dan 16 klinik berlokasi pada 20 kota di seluruh Indonesia. Adapun kapasitas tempat tidur sebanyak 5.600 kapasitas tempat tidur yang didukung oleh lebih dari 2.400 spesialis dan dokter umum serta lebih dari 8.600 perawat maupun staf pendukung. (Bisnis Indonesia).SILO: HOLD; 134.6x P/E17E dan 4.4x PBV 17E.
MDRN: Merubah Fokus Usaha
Setelah seluruh gerai waralaba 7-Eleven ditutup pada akhir Juni lalu, PT Modern Internasional Tbk. (MDRN) akan fokus pada lini bisnis distribusi peralatan kesehatan medis dan percetakan. MDRN memutuskan untuk menutup seluruh gerai 7 – Eleven yang masih mulai beroperasi mulai 30 Juni 2017 lalu. Hingga akhir tahun lalu, MDRN masih mengoperasikan 161 gerai 7 – Eleven di Jakarta.
Adapun kontribusi penjualan alat kesehatan mencapai 13,14% pada tahun 2016, mengalami peningkatan daripada tahun 2015 yang hanya tercatat sebesar 10.27%. (Bisnis Indonesia). MDRN: Non-Coverage.
INTA: Right Issue Rp232.6miliar
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PT Intraco Penta, Tbk (INTA) akan melakukan right issue dengan target perolehan dana sebesar Rp232.6miliar. INTA akan menerbitkan sebanyak 1.1miliar saham atau sekitar 35% dari modal disetor dengan harga pelaksanaan Rp200/sahamnya.
Adapun right issue tersebut akan disertai warran seri I sebanyaknya 756juta unit, dimana setiap 13 saham akan disertai dengan 20 warran. Dana hasil RI tersebut akan digunakan untuk mengakuisisi sebanyak 68.124 unit saham PT Petra Unggul Sejahtera (perusahaan yang bergerak di bidang konsultan manajemen). (investor Daily). INTA: Non-Coverage.
Page 2 of 7
Riset Saham Harian 07 Juli 2017 Migas: Realisasi investasi migas capai US$ 3,98 miliar, turun 30% yoy
Investasi sektor hulu minyak dan gas bumi tercatat terus turun. Satuan Kerja Khusus Pelaksana Kegiatan Usaha Hulu Minyak dan Gas Bumi (SKK Migas) mencatat realisasi investasi hulu migas di 1H17 hanya sebesar US$ 3,98 miliar, turun 30% yoy dan hanya 28% dari target tahun 2017 yang sebesar US$ 13,8 miliar. Masih lemahnya harga minyak menjadi pemicu turunnya minat investasi migas di Indonesia.
Di sisi lain, penerimaan negara dari sektor hulu migas di 1H17 tercatat melebihi target, SKK Migas mencatat realisasi penerimaan negara mencapai US$ 6,48 miliar atau sekitar 59% dari target APBN yang sebesar US$ 10,9 miliar. Sementara angka cost recovery tercatat sebesar US$ 4,8 miliar atau hanya 46% dari patokan angka di APBN yang sebesar US$ 10,5 miliar. (Investor Daily). Oil and gas: Neutral.
MEDC: Amman Mineral siap IPO di tahun ini
Anak usaha PT Medco Energi Internasional Tbk (MEDC), PT Amman Mineral Nusa Tenggara (AMNT) tengah menyiapkan rencana penawaran umum perdana (IPO) yang diharapkan terlaksana di tahun ini. Saat ini proses IPO s edang dalam tahap due diligence dan dokumen legal dan belum dapat dipastikan tanggal pelaksanaan IPO. (Investor Daily). MEDC: BUY; 17E’ PE: 3.1x, PBV: 0.6x.
PTPP: Akan akuisisi PT Lancar Jaya
PT PP Persero Tbk (PTPP) terus melakukan ekspansi, salah satunya melalui akuisisi perusahaan. Melalui salah satu anak usahanya PT PP Peralatan akan mengakuisisi PT Lancarjaya Mandiri Abadi (PT LMA) dengan nilai sekitar Rp800miliar
Adapun PT LMA memiliki tiga jenis spesialisasi dalam pengerjaan proyek sipil: (1) rekayasa tanah atau earth moving (2) pengerukan dan penimbunan tanah untuk proses konstruksi atau cut and fill dan (3) penyedia penyewaan alat berat. (Kontan). PTPP: Non-Coverage, 18.4x P/E17E dan 2.2x PBV 17E.
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Page 3 of 7
Riset Saham Harian 07 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
310,917 449,338
13325 18225
0.0 (0.7)
15.1 17.6
12280 18732
14000 18000
5.1 -1.2
15.7 19.4
12.7 18.3
1.8 3.5
1.5 3.0
11.3% 17.9%
12.0% 16.5%
BBRI BBNI
BUY BUY
371,271 126,345
15050 6775
(1.0) 1.9
28.9 22.6
15050 7100
15550 7350
3.3 8.5
13.2 9.3
11.6 8.1
2.2 1.3
2.0 1.1
16.8% 13.9%
16.8% 14.2%
BBTN BNLI
BUY BUY
27,216 18,508
2570 660
(1.2) 0.8
47.7 23.0
2722 803
2870 890
11.7 34.8
8.7 12.5
8.1 13.8
1.3 0.8
1.1 0.8
14.4% 6.7%
13.7% 5.7%
13.1
12.1
1.8
1.6
0.1
0.1
Average Consumer (Staples) ICBP INDF
BUY BUY
99,418 76,829
8525 8750
(1.7) 0.0
(0.6) 10.4
9468 9603
10300 9900
20.8 13.1
23.9 16.4
21.0 14.3
5.0 2.3
4.4 2.1
20.8% 14.2%
20.9% 14.9%
KLBF ROTI
BUY BUY
76,875 6,201
1640 1225
0.0 1.2
8.3 (23.4)
1724 1793
1750 2050
6.7 67.3
30.9 17.8
27.3 15.1
5.8 3.6
5.1 3.1
18.7% 20.5%
18.7% 20.2%
ULTJ UNVR
BUY HOLD
14,269 373,107
4940 48900
0.0 1.8
8.1 26.0
5750 47699
5300 45200
7.3 -7.6
18.6 52.2
16.8 46.6
3.5 60.9
2.9 53.3
18.9% 116.6%
17.5% 114.4%
SIDO AISA
BUY BUY
492 1595
0.0 1.9
(5.4) (18.0)
682 2264
700 2500
42.3 56.7
13.7 10.2
10.9 8.4
2.6 1.2
2.4 1.1
18.9% 11.7%
22.4% 12.5%
23.0
20.1
10.6
9.3
30.0%
30.2%
34.3 22.1
33.1 20.8
11.8 3.1
10.7 2.8
34.3% 14.1%
32.4% 13.4%
28.2
27.0
7.4
6.8
24.2%
22.9%
35.6 134.6
32.5 105.8
7.0 4.4
6.3 4.0
19.6% 3.3%
19.3% 3.8%
85.1
69.2
5.7
5.2
11.4%
11.6%
7,380 5,134
Average Cigarette HMSP GGRM
BUY BUY
443,172 149,838
3810 77875
0.5 2.7
(0.5) 21.9
4208 79139
4390 77150
15.2 -0.9
Average Healthcare MIKA SILO
BUY HOLD
27,937 14,177
1920 10900
1.6 (2.0)
(25.3) 0.0
2739 13436
2950 12500
53.6 14.7
Average Poultry CPIN JPFA
BUY BUY
53,294 16,089
3250 1410
(0.9) 1.4
5.2 (3.1)
3225 1574
4500 1500
38.5 6.4
13.7 8.3
12.7 6.7
1.8 1.5
1.6 1.3
12.8% 18.0%
12.4% 18.9%
MAIN Average
BUY
2,463
1100
(0.2)
(15.4)
1159
2280
107.3
5.9 9.3
4.7 8.0
0.9 1.4
0.8 1.2
15.9% 15.6%
17.2% 16.2%
Retail MAPI
BUY
10,417
6275
2.0
16.2
7474
7700
22.7
41.6
30.0
3.0
2.7
7.2%
9.1%
RALS ACES
BUY HOLD
7,735 18,865
1090 1100
(0.9) 7.8
(8.8) 31.7
1491 1051
1750 900
60.6 -18.2
16.8 26.8
13.3 22.9
2.0 5.9
1.8 5.0
12.0% 22.2%
13.9% 21.8%
LPPF Average
BUY
38,808
13300
0.0
(12.1)
16241
19500
46.6
14.1 24.8
13.5 19.9
11.4 5.6
8.1 4.4
81.1% 30.6%
60.0% 26.2%
Telco EXCL
BUY
34,308
3210
(1.2)
39.0
3592
3200
-0.3
86.8
57.3
1.6
1.6
1.8%
2.7%
ISAT TLKM
BUY BUY
34,370 468,720
6325 4650
0.0 1.5
(1.9) 17.4
8173 4895
8200 5000
29.6 7.5
17.4 19.4
12.5 15.0
2.3 4.7
2.1 4.0
13.4% 24.0%
16.7% 26.7%
TOWR Average
BUY
40,608
3980
0.8
11.2
4643
4500
13.1
11.6 33.8
10.9 23.9
2.8 2.9
2.3 2.5
24.5% 15.9%
20.7% 16.7%
Auto and HE ASII BUY
356,255
8800
0.0
6.3
9304
9000
2.3
15.9
13.5
2.7
2.2
17.2%
16.4%
104,817
28100
1.0
32.2
30336
31500
12.1
16.1 16.0
14.2 13.9
2.4 2.6
2.1 2.2
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
35,991
1870
1.4
6.6
2303
2350
25.7
16.7
14.4
1.5
1.2
8.7%
8.5%
PWON ASRI
BUY HOLD
30,822 6,327
640 322
1.6 0.6
13.3 (8.5)
726 438
710 390
10.9 21.1
15.6 9.5
13.1 8.9
3.0 0.8
2.5 0.8
19.2% 8.8%
19.3% 8.7%
SMRA SSIA
HOLD BUY
17,673 3,035
1225 645
(3.5) 2.4
(7.5) 48.6
1570 975
1307 750
6.7 16.3
53.3 14.3
40.8 11.9
2.1 0.9
1.9 0.9
4.0% 6.6%
4.8% 7.5%
CTRA DMAS
BUY BUY
22,272 9,929
1200 206
0.4 (1.9)
(10.1) (10.4)
1588 309
1580 300
31.7 45.6
14.0 11.7
11.7 9.4
1.4 1.1
1.3 1.0
10.3% 9.7%
11.1% 10.8%
KIJA Average
BUY
6,653
322
0.6
11.1
446
450
39.8
14.0 18.6
12.4 15.3
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 07 Juli 2017 Construction PTPP
BUY
20,646
3330
0.0
(12.6)
4592
4150
24.6
14.8
12.5
1.7
1.6
11.8%
ADHI
HOLD
7,941
2230
2.3
7.2
2702
2550
14.3
24.0
20.1
1.4
1.3
6.0%
6.5%
WSKT
BUY
30,677
2260
(0.4)
(11.4)
3224
3250
43.8
13.5
10.7
1.6
1.5
11.7%
14.2%
WIKA
BUY
20,093
2240
0.9
(5.1)
3044
3000
33.9
18.1
15.8
1.4
1.3
8.0%
8.3%
17.6
14.8
1.6
1.4
9.4%
10.4%
Average
12.6%
Cement INTP
SELL
69,483
18875
1.3
22.6
15547
13500
-28.5
19.1
18.0
2.5
2.3
12.9%
12.6%
SMGR
HOLD
60,057
10125
1.8
10.4
9921
9000
-11.1
14.8
13.4
1.9
1.7
12.9%
12.9%
SMCB
SELL
6,054
790
(2.5)
(12.2)
770
700
-11.4
-32.9
-26.3
0.7
0.7
-2.3%
-2.8%
SMBR
HOLD
32,376
3270
0.9
17.2
539
2300
-29.7
86.1
81.8
8.6
7.6
10.0%
9.3%
21.8
21.7
3.4
3.1
8.4%
8.0%
Average Precast WSBP
BUY
12,548
476
(0.4)
(14.2)
704
690
45.0
18.7
12.2
1.5
1.3
8.0%
10.6%
WTON
BUY
5,273
605
0.0
(26.7)
1013
1150
90.1
15.9
13.8
1.7
1.5
10.9%
10.6%
17.3
13.0
1.6
1.4
9.4%
10.6%
13.0 21.5
10.6 21.3
1.2 3.3
1.1 3.0
9.4% 15.2%
10.7% 14.0%
Average Oil and Gas PGAS AKRA MEDC
HOLD BUY BUY
57,452 25200.9 7,531
2370 6300.0
1.3 0.4
(12.2) 5.0
2960 7000.0
2600 7600
9.7 20.6
2260
(1.7)
71.2
4213
4500
99.1
Average
3.1
2.9
0.6
0.5
17.6%
16.3%
12.6
11.6
1.7
1.5
14%
14%
20.6
27.3
2.9
2.7
13.9%
9.8%
Utilities JSMR
BUY
39,555
5450
0.9
26.2
ANTM
BUY
INCO
HOLD
TINS
BUY
5857
5000
-8.3
16,701
695
(0.7)
18,482
1860
(1.3)
(22.3)
760
1250
79.9
8.1
4.3
0.8
0.8
10.0%
17.8%
(34.0)
2434
2145
15.3
70.0
35.0
0.8
0.7
1.1%
5,437
730
(0.7)
2.1%
(32.1)
1178
1200
64.4
34.8
21.5
1.0
1.0
2.9%
4.5%
37.6
20.3
0.9
0.8
4.7%
8.1%
Metal
Average Coal DOID ITMG ADRO
BUY
840.0
-0.6
64.7
1587.5
1600
90.5
5.7
6.0
2.5
1.7
44.0%
28.6%
BUY BUY
7145.0 20,678 52,297
18300 1635
3.7 0.9
8.4 (3.5)
20965 2008
19000 2100
3.8 28.4
8.6 12.4
8.6 11.3
1.5 1.0
1.4 1.0
17.9% 8.5%
16.6% 8.7%
PTBA
BUY
28,226
12250
1.2
(2.0)
15240
15000
22.4
12.6
10.3
2.5
2.2
19.9%
21.5%
9.8
9.0
1.9
1.6
22.6%
18.9%
Average Plantation AALI
BUY
29,207
15175
(0.2)
(9.5)
17959
19800
30.5
16.6
13.9
1.8
1.7
10.7%
12.1%
LSIP
BUY
9,791
1435
3.2
(17.5)
1705
2050
42.9
12.9
10.0
1.2
1.1
9.1%
10.9%
SIMP
HOLD
8,857
560
0.9
13.4
570
600
7.1
11.9
11.0
0.6
0.6
5.0%
5.2%
13.8
11.7
1.2
1.1
8.3%
9.4%
Average Source: SSI Research, Bloomberg Note: GIAA, PGAS, ITMG, ADRO, MEDC, INCO, DOID report in USD.
www.samuel.co.id
Page 5 of 7
Riset Saham Harian 07 Juli 2017 Regional Indices
1D Change Points
Last Price
Change (%)
1 Year
1D
3D
1W
1M
3M
YTD
1YR
High
Low
World U.S. (S&P)
(11.32) (22.79)
1,909 2,410
(0.59) (0.94)
(0.52) (0.56)
(0.39) (1.27)
(0.94) (0.96)
3.44 2.30
9.01 7.63
16.12 14.86
1,939 2,454
1,639 2,084
U.S. (DOW) Europe
(158.13) (16.35)
21,320 3,462
(0.74) (0.47)
(0.14) (0.85)
(0.63) (0.27)
0.69 (2.45)
3.21 (0.97)
7.88 5.21
19.13 24.53
21,563 3,667
17,817 2,768
Emerging Market
(3.69)
1,006
(0.37)
(0.06)
(0.46)
(0.94)
4.63
16.69
21.67
1,023
821
FTSE 100 CAC 40
(30.32) (27.70)
7,337 5,152
(0.41) (0.53)
(0.54) (0.83)
(0.18) (0.04)
(1.89) (2.15)
(0.16) 0.33
2.72 5.97
n/a 25.12
7,599 5,442
6,464 4,103
Dax Indonesia
(72.43) 24.52
12,381 5,850
(0.58) 0.42
(0.75) (1.03)
(0.28) 0.53
(2.30) 2.31
1.28 3.47
7.84 10.44
31.45 17.66
12,952 5,910
9,389 4,972
Japan Australia
(79.29) (70.56)
19,915 5,688
(0.40) (1.23)
(0.59) (1.65)
(0.59) (0.58)
(0.35) 0.37
6.70 (2.97)
4.19 0.40
30.36 8.80
20,318 5,957
15,107 5,052
Korea
(6.61)
2,381
(0.28)
0.03
(0.44)
0.89
10.66
17.51
20.62
2,403
1,931
Singapore Malaysia
(22.37) 2.37
3,226 1,771
(0.69) 0.13
0.09 0.11
(0.99) (0.05)
(0.13) (0.86)
1.54 1.65
12.00 7.85
12.72 7.26
3,275 1,797
2,761 1,614
Hong Kong China
(56.75) 5.31
25,465 3,212
(0.22) 0.17
(1.24) 0.52
(1.93) 0.76
(1.96) 2.30
4.94 (2.26)
15.75 3.51
22.98 6.48
26,090 3,301
20,469 2,932
Taiwan Thailand
(36.59) (5.38)
10,368 1,570
(0.35) (0.34)
(0.43) (0.62)
(0.51) (0.54)
1.55 0.20
5.01 (0.88)
12.05 1.73
19.99 7.75
10,546 1,601
8,605 1,343
Philipines
39.47
7,888
0.50
0.28
1.29
(1.42)
4.02
15.32
1.74
8,118
6,499
3M 0.80
YTD 2.57
1YR (11.46)
High 5.39
Low 4.16
Monetary Indicators
1D Change
JIBOR Overnight (%)
Points (0.00)
Foreign Reserve (US$bn)
Change (%)
Last Price 4.34
1W (7.54)
1M 1.00
1 Year
n/a
124.95
n/a
1.38
4.25
7.38
20.62
124.95
111.41
Inflation Rate (%) US Fed Rate (%)
n/a 0.00
0.69 1.25
n/a 0.00
76.92 25.00
3550.00 25.00
64.29 66.67
4.55 150.00
0.97 1.25
(0.02) 0.50
Indo Govt Bond Yld (10yr) - %
0.03
6.96
1.85
0.13
(2.55)
(12.77)
(5.71)
8.36
6.77
1D Change Points
Last Price
Indonesia
24.00
Japan UK Euro China
Exchange Rate (per US$) Currency
Change (%)
1 Year
1D
3D
1W
1M
3M
YTD
1YR
High
Low
13388
(0.18)
(0.15)
(0.45)
(0.68)
0.63
0.63
(1.87)
13,593
12,920
0.04 (0.00)
113.26 1.30
(0.04) (0.05)
0.02 0.35
(0.77) (0.46)
(3.04) 0.04
3.27 5.06
3.27 5.06
(11.03) 0.44
118.66 1.35
99.54 1.18
(0.00) (0.00)
1.14 6.80
(0.06) 0.01
0.62 (0.02)
(0.09) (0.21)
1.41 (0.09)
8.55 2.11
8.55 2.11
3.19 (1.66)
1.14 6.96
1.03 6.62
1D Change Points
Last Price
1D
3D
1W
1M
3M
YTD
1YR
High
Low
Oil CPO
(0.46) 13.00
45.06 2,535.00
(1.01) 0.52
(4.27) 1.77
0.29 2.67
(1.44) 3.98
(13.74) (3.61)
(16.12) (18.46)
(0.18) 8.33
55.24 3,202.00
39.19 2,172.00
Rubber Coal
0.00 0.05
794.00 81.60
0.00 0.06
0.00 4.28
(0.13) 4.75
(8.63) 4.95
(23.69) (7.85)
(18.77) (13.83)
16.85 37.61
1,174.00 112.25
644.00 69.00
Commodities Indicators Spot
Iron Ore
Change (%)
1 Year
(1.43)
60.95
(2.29)
(1.41)
8.72
10.06
(24.01)
(21.92)
12.45
94.91
53.60
Tin Nickel
265.00 (85.00)
20,090.00 9,075.00
1.34 (0.93)
(1.83) (3.35)
(1.01) (2.31)
1.57 2.37
(1.36) (9.97)
(5.26) (9.43)
12.16 (9.11)
21,945.00 12,145.00
17,672.50 8,680.00
Copper Gold
10.00 (2.50)
5,851.00 1,220.80
0.17 (0.20)
(1.30) 0.13
(1.50) (1.88)
4.18 (5.43)
(0.12) (2.77)
5.70 6.16
23.18 (10.37)
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 an d 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 this 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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