See important disclaimer at the end of this report

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ID X S t a t is t ic s C lo s ing

JCI 6,094.83

Transactio n Value Regular M arket (IDR tn) 6.799 Transactio n Vo lume Regular M arket (mn shares) 6,480

Fo reign Net B uy (Sell) (IDR bn) (484)

Fo reign Net B uy (Sell) (3.47)

To tal M arket Capitalizatio n (IDR tn) 6,895.47

LQ45 964.97 (0.27) (10.60)

Crude Oil (USD/barrel) 66.88 8:10:41 A M 10.68

Co al (USD/mn to ns) 115.90 8/8/2018 14.98

Natural Gas (USD/mmB tu) 2.95 8:09:53 A M (0.17)

Go ld (USD/o unce) 1,214.55 8:20:44 A M (6.77)

Nickel (USD/mn to ns) 14,055.00 8:20:43 A M 10.15 Tins (USD/mn to ns) 19,540.00 8:20:05 A M (2.42)

CP O (M YR/mn to ns) 2,220.00 8/8/2018 (9.17)

Rubber (JP Y/kg) 164.10 8:03:07 A M (20.11)

Wheat (USD/bushel) 572.25 8:10:43 A M 34.02

Co rn (USD/bushel) 371.25 8:10:43 A M 5.84

P ric e La s t dari t ahun ini Rp 117 t riliun, pada t ahun depan peny aluran KUR j uga akan m eram bah usaha di sekt or pariwisat a. • Dari dalam negeri, kewaj iban penggunaan solar bercam

-pur biodiesel 20% ( B20) akan berlaku per 1 Sept em ber 2018. At uran ini berpot ensi m endongkrak perm int aan CPO di pasar dom est ik dan m em bant u kinerj a em it en perkebu-nan sawit .

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D a ily Cor por a t e a n d I n du st r y N e w s

Am erika Serikat ( AS) akan kem bali m engenakan t arif barang - barang China sebesar 25% pada 23 Agust us 2018. Kant or Perwakilan Perdagangan AS ( USTR) t elah m enerbit kan daft ar t arif pada 279 lini produk im por senilai US$ 16 m iliar. Source: Kont an

Pem erint ah akan m em perluas penyaluran Kredit Usaha Rak yat ( KUR) pada t ahun depan. Selain m enam bah t arget penyaluran KUR m enj adi Rp 140 t riliun dari t ahun ini Rp 117 t riliun, pada t ahun depan peny aluran KUR j uga akan m eram bah usaha di sekt or pariwisat a. Source: Kont an

Kewaj iban penggunaan solar bercam pur biodiesel 20% ( B20) akan berlaku per 1 Sept em ber 2018. At uran ini akan m endongkrak perm int aan CPO di pasar dom est ik dan bisa m enj adi kat alis posit if bagi kinerj a em it en perkebunan sawit . Source: Kont an

Tingkat konsum si beras nasional diperkirakan t um buh 1,50% set iap t ahunnya m enj adi 99,08 kilogram ( kg) per kapit a per t ahun pada 2025 dan selanj ut nya m eningkat 2% set iap t ahunnya m enj adi 99,55 kg per kapit a per t ahun pada 2045. Proyeksi t ersebut t elah m em pert im bangkan penggunaan beras unt uk pangan, pakan, benih, sert a kehi-langan dan pem borosan pangan. Source: I nvest or Daily

Telekom unikasi I ndonesia ( TLKM) m enaikkan t arif I ndihom e unt uk 400.000 pelanggan prem ium . Penaikan bert uj uan m encapai t it ik harga layanan int ernet kabel yang r asional. Telkom m enaikkan harga khusus bagi sekit ar 10% dari t ot al j um lah pelanggan yang m enggunakan paket berlangganan berkecepat an t inggi, yait u sekit ar 400.000 pelang-gan dari t ot al j um lah pelangpelang-gan yang saat ini m encapai 4,1 j ut a pelangpelang-gan. Source: Bisnis I ndonesia

Bank Cent ral Asia ( BBCA) m ulai m elakukan penyesuaian t erhadap suku bunga kredit sebesar 25 bps yang berlaku m ulai Agust us 2018. Dari sisi bunga sim panan, BCA t elah m enaikkan bunga deposit o sebanyak t ot al 100 bps yang dilakukan secara bert ahap pada periode April—Agust us. Sour ce: Bisnis I ndonesia

Pan Brot hers ( PBRX) m engklaim perolehan pendapat an pada sem est er I / 2018 t um buh sekit ar 10% secara t ahunan. Pencapaian it u sej alan dengan t arget kenaikan set ahun penuh sebesar 15% . Source: Bisnis I ndonesia

Pelayaran Tam arin Sam udra ( TAMU) m em prediksi t ahun ini belum bisa m endapat kan laba bersih posit if dan ke-m ungkinan, baru akan ke-m engant ongi laba pada t ahun depan. Unt uk ke-m erealisasikan laba posit if pada t ahun depan, TAMU berencana m engikut i t ender pengangkut an kapal dan m engakuisisi perusahaan lain. Source: Kont an

Tridom ain Perform ance Mat erial ( TDPM) ingin m eningkat kan kont ribusi penj ualan ekspor pada t ahun ini dengan m engej ar peningkat an porsi ekspor dari sem ula 8% - 10% , m enj adi 15% t erhadap t ot al penj ualan. Source: Kont an

I ndosat ( I SAT) m encat at kan t ot al pendapat an sepanj ang sem est er - I 2018 sebesar Rp 11 t riliun, t urun 27% dari t a-hun sebelum nya. Perusahaan m encat at kan rugi periode berj alan yang diat ribusikan kepada pem ilik ent it as induk sebesar Rp 694 m iliar, dari sebelum nya Rp 784 m iliar. Source: I nvest or Daily

Sum m arecon Agung ( SMRA) m em bukuk an t ot al m arket ing sales Rp 1,5 t riliun pada akhir Juli 2018. Adapun selam a sem est er I - 2018, perusahaan propert i ini m encet ak t ot al m arket ing sales Rp 1,15 t riliun at au set ara dengan 28,75% dari t arget t ahun ini Rp 4 t riliun. Source: I nvest or Daily

I nt iland Developm ent ( DI LD) m em ulai em pat proyek baru pada sem est er I I - 2018, dua dari proyek baru t ersebut adalah bagian dari proyek besar yang sudah berj alan at au exist ing. Sepanj ang t ahun ini DI LD m enarget kan t ot al m arket ing sales sebesar Rp 3,38 t riliun dan hingga pert engahan t ahun 2018 sudah m engant ongi 37,87% dari selu-ruh t arget . Source: Kont an

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W or ld Equ it y I n dice s

Source: Bloomberg, Sinarmas Investment Research W O R L D E Q U I T Y I N D I C E S

N O T I C K E R

1 IN D U Index 26,616.71 21,600.34 864.53 3.50 20.68 16.43 3.88 4.03 7,112.29 7,112.29

2 S P X Index 2,872.87 2,417.35 184.09 6.89 22.50 17.73 3.30 3.38 25,058.07 25,058.07

3 C C M P Index 7,933.31 6,177.19 984.94 14.27 39.08 23.38 3.80 3.92 12,332.47 12,332.47

4 S P T S X Index 16,586.46 14,785.78 105.95 0.65 19.84 15.80 1.91 1.88 2,499.81 1,912.05

5 M E X B O L Index 51,620.84 44,429.36 540.14 1.09 19.72 17.62 2.65 2.74 6,032.21 326.82

6 S X 5E Index 3,708.82 3,261.86 (10.36) (0.30) 18.39 14.11 1.67 1.69 2,943.03 3,412.45

7 UK X Index 7,903.50 6,866.94 88.88 1.16 23.28 13.91 1.97 1.98 2,154.04 2,774.62

8 C A C Index 5,657.44 4,995.07 189.34 3.56 18.39 14.67 1.67 1.70 1,604.28 1,860.17

9 D A X Index 13,596.89 11,726.62 (284.10) (2.20) 19.10 13.26 1.86 1.87 1,162.12 1,347.48

10 IB E X Index 10,705.90 9,327.60 (296.80) (2.96) 15.07 12.75 1.47 1.48 608.92 706.05

11 F T S E M IB Index 24,544.26 21,122.51 (63.04) (0.29) 28.62 11.95 1.18 1.18 514.87 597.00

12 A E X Index 576.90 505.92 29.12 5.35 18.98 15.68 1.91 1.96 684.91 794.16

13 S M I Index 9,616.38 8,372.90 (205.72) (2.19) 24.59 16.13 2.59 2.68 1,111.49 1,117.64

14 A S 51 Index 6,306.10 5,639.40 203.40 3.35 17.90 16.04 2.09 2.10 1,859.06 1,379.61

15 A S 30 Index 6,394.30 5,702.20 187.56 3.04 18.90 16.06 2.00 2.01 2,026.26 1,503.69

16 S H S Z 300 Index 4,403.34 3,257.69 (716.35) (17.77) 16.58 11.18 2.05 1.98 26,199.40 3,829.26

17 S H A S H R Index 3,757.20 2,818.06 (589.73) (17.03) 16.86 10.97 1.80 1.76 29,092.93 4,252.17

18 S Z A S H R Index 2,140.56 1,512.40 (453.12) (22.81) 29.07 16.38 3.12 2.91 18,572.28 2,714.49

19 H S I Index 33,484.08 26,863.71 (1,560.01) (5.21) 13.70 11.49 1.39 1.40 18,386.99 2,342.41

20 H S C E I Index 13,962.53 10,405.46 (808.12) (6.90) 9.14 7.81 1.05 1.08 11,693.91 1,489.75

21 S E N S E X Index 37,931.42 31,081.83 3,830.73 11.25 24.56 20.04 3.12 3.25 67,656.26 985.39

22 N IF T Y Index 11,459.95 9,685.55 919.30 8.73 23.83 19.57 3.12 3.25 83,207.82 1,211.89

23 J C I Index 6,693.47 5,557.56 (260.83) (4.10) 24.31 15.71 2.52 2.64 6,895,468.03 478.15

24 LQ 45 Index 1,132.92 871.91 (114.42) (10.60) 21.16 16.40 3.39 3.50 4,402,740.22 305.30

25 K S E 100 Index 47,144.12 37,736.73 2,260.38 5.59 9.00 8.86 1.46 1.51 7,448.40 60.14

26 N K Y Index 24,129.34 19,239.52 (120.63) (0.53) 19.41 16.23 1.89 1.92 390,055.81 3,514.97

27 N E Y Index 376.09 311.55 (11.86) (3.32) 16.02 13.51 1.38 1.40 440,296.06 3,967.70

28 T P X Index 1,911.31 1,578.66 (72.85) (4.01) 16.35 13.57 1.41 1.43 656,376.45 5,914.90

29 F B M K LC I Index 1,896.03 1,657.78 7.92 0.44 16.68 17.33 1.67 1.78 1,125.98 276.28

30 N Z S E Index 1,606.69 1,402.58 61.43 4.07 19.27 20.48 2.03 2.02 129.21 87.13

31 P C O M P Index 9,078.37 6,923.67 (706.96) (8.26) 22.98 18.10 2.51 2.64 9,775.12 184.21

32 F S S T I Index 3,641.65 3,176.26 (76.18) (2.24) 11.07 13.32 1.22 1.24 562.49 412.29

33 K O S P I Index 2,607.10 2,243.90 (166.04) (6.73) 12.75 9.08 1.05 1.05 1,487,042.69 1,328.51

34 T WS E Index 11,270.18 10,189.04 432.39 4.06 15.56 14.11 1.75 1.80 32,994.73 1,077.38

35 S E T Index 1,852.51 1,556.22 (32.07) (1.83) 18.92 15.90 2.08 2.18 17,352.63 522.21

36 S E T 50 Index 1,223.67 991.42 6.55 0.58 17.52 15.87 2.26 2.38 11,996.30 361.02

37 V N IN D E X Index 1,211.34 759.01 (17.97) (1.83) 18.95 16.46 2.81 3.04 3,084,034.05 132.48

2 0 17 2 0 18 E D o m a i n

C u r r e n c y U S D L O W P O I N T % 2 0 17 2 0 18 E

A s i a / P a c i f i c A m e r i c a

5 2 - W E E K C H A N G E Y T D P E R ( x) P B V ( x) M A R K E T C A P ( B n )

E u r o p e

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LQ4 5

L Q 4 5 I n d e x

H I G H L O W P O I N T % 2 0 1 7 2 0 1 8 E 2 0 1 7 2 0 1 8 E

1 A D H I I J 1 , 6 7 0 2 , 5 1 0 1 , 5 3 5 (2 1 5 ) (1 1 . 4 1 ) 1 3 . 0 2 7 . 2 5 1 . 1 5 0 . 9 1 5 , 9 4 6 . 6 2

2 A D R O I J 1 , 9 9 0 2 , 6 5 0 1 , 5 7 5 1 3 0 6 . 9 9 9 . 0 6 8 . 6 3 1 . 2 6 1 . 1 8 6 3 , 6 5 2 . 0 6

3 A K R A I J 4 , 3 2 0 8 , 0 2 5 3 , 9 6 0 (2 , 0 3 0 ) (3 1 . 9 7 ) 2 8 . 1 1 1 5 . 8 7 3 . 3 7 2 . 0 3 1 7 , 3 4 3 . 4 8

4 A N T M I J 9 2 0 1 , 0 1 5 6 0 0 2 9 5 4 7 . 2 0 - 3 8 . 7 0 0 . 8 1 1 . 1 9 2 2 , 1 0 8 . 3 0

5 A S I I I J 7 , 4 2 5 8 , 7 5 0 6 , 1 0 0 (8 7 5 ) (1 0 . 5 4 ) 1 7 . 8 2 1 4 . 2 6 2 . 7 2 2 . 1 9 3 0 0 , 5 9 0 . 3 8

6 B B C A I J 2 3 , 9 2 5 2 4 , 7 0 0 1 8 , 5 0 0 2 , 0 2 5 9 . 2 5 2 3 . 1 7 2 2 . 8 4 4 . 1 1 3 . 9 1 5 8 9 , 8 7 1 . 1 0

7 B B N I I J 8 , 1 0 0 1 0 , 1 7 5 6 , 7 5 0 (1 , 8 0 0 ) (1 8 . 1 8 ) 1 3 . 5 6 9 . 7 9 1 . 8 7 1 . 4 0 1 5 1 , 0 5 4 . 1 2

8 B B R I I J 3 , 3 3 0 3 , 9 2 0 2 , 7 2 0 (3 1 0 ) (8 . 5 2 ) 1 5 . 3 4 1 2 . 6 5 2 . 6 7 2 . 2 0 4 1 0 , 7 4 1 . 5 5

9 B B T N I J 2 , 6 2 0 3 , 8 9 0 2 , 1 1 0 (9 5 0 ) (2 6 . 6 1 ) 1 2 . 4 9 8 . 1 1 1 . 7 5 1 . 1 2 2 7 , 7 4 5 . 8 0

1 0 B J B R I J 2 , 0 7 0 2 , 9 9 0 1 , 9 2 0 (3 3 0 ) (1 3 . 7 5 ) 1 9 . 2 0 1 3 . 6 2 2 . 3 1 1 . 9 3 2 0 , 0 7 1 . 3 2

1 1 B M R I I J 7 , 3 2 5 9 , 0 5 0 6 , 2 5 0 (6 7 5 ) (8 . 4 4 ) 1 8 . 0 9 1 3 . 4 3 2 . 2 4 1 . 8 9 3 4 1 , 8 3 3 . 3 3

1 2 B M T R I J 4 3 2 7 5 5 4 3 0 (1 5 8 ) (2 6 . 7 8 ) - - 0 . 8 8 - 6 , 1 3 3 . 8 0

1 3 B R P T I J 1 , 8 2 0 2 , 7 2 0 1 , 6 7 5 (4 4 0 ) (1 9 . 4 7 ) 2 8 . 8 9 1 5 . 7 8 2 . 1 6 1 . 0 7 3 2 , 3 8 0 . 6 9

1 4 B S D E I J 1 , 2 6 0 1 , 9 6 5 1 , 2 5 5 (4 4 0 ) (2 5 . 8 8 ) 6 . 6 1 8 . 8 7 1 . 2 9 0 . 8 7 2 4 , 2 5 0 . 8 4

1 5 B U M I I J 2 4 6 3 5 6 1 6 6 (2 4 ) (8 . 8 9 ) 2 . 5 7 2 . 8 4 - - 1 6 , 0 8 3 . 2 2

1 6 E X C L I J 3 , 0 5 0 1 , 7 1 0 9 0 3 . 0 4 8 5 . 1 6 7 0 . 4 6 1 . 4 6 1 . 4 7 3 2 , 5 9 8 . 2 8

1 7 G G R M I J 7 7 , 0 0 0 8 6 , 4 0 0 6 1 , 9 2 5 (6 , 8 0 0 ) (8 . 1 1 ) 2 0 . 8 0 1 7 . 6 2 3 . 8 2 3 . 2 4 1 4 8 , 1 5 4 . 7 8

1 8 H M S P I J 3 , 8 2 0 5 , 5 5 0 3 , 2 3 0 (9 1 0 ) (1 9 . 2 4 ) 4 3 . 5 4 3 3 . 3 4 1 6 . 1 3 1 2 . 6 3 4 4 4 , 3 3 5 . 0 5

1 9 I C B P I J 8 , 9 5 0 9 , 2 7 5 7 , 9 0 0 5 0 0 . 5 6 2 7 . 3 1 2 4 . 9 0 5 . 3 1 4 . 8 1 1 0 4 , 3 7 4 . 0 8

2 0 I N C O I J 4 , 3 5 0 4 , 7 2 0 2 , 5 0 0 1 , 4 6 0 5 0 . 5 2 - 2 1 . 5 5 1 . 1 6 1 . 5 7 4 3 , 2 2 3 . 0 7

2 1 I N D F I J 6 , 4 5 0 8 , 7 5 0 6 , 0 7 5 (1 , 1 7 5 ) (1 5 . 4 1 ) 1 6 . 1 8 1 2 . 7 4 2 . 1 5 1 . 6 6 5 6 , 6 3 3 . 7 5

2 2 I N D Y I J 3 , 4 0 0 4 , 6 3 0 8 4 5 3 4 0 1 1 . 1 1 3 . 5 0 6 . 2 0 1 . 2 7 1 . 2 4 1 7 , 7 1 4 . 6 5

2 3 I N T P I J 1 5 , 0 0 0 2 3 , 9 5 0 1 2 , 5 0 0 (6 , 9 5 0 ) (3 1 . 6 6 ) 4 3 . 4 5 3 3 . 7 6 3 . 2 9 2 . 2 3 5 5 , 2 1 8 . 4 8

2 4 J S M R I J 4 , 9 9 0 6 , 7 7 5 3 , 9 2 0 (1 , 4 1 0 ) (2 2 . 0 3 ) 2 1 . 1 1 1 8 . 2 2 3 . 0 8 2 . 1 8 3 6 , 2 1 6 . 7 8

2 5 K L B F I J 1 , 2 9 0 1 , 7 9 5 1 , 1 5 5 (4 0 0 ) (2 3 . 6 7 ) 3 2 . 9 6 2 4 . 0 8 5 . 9 6 4 . 1 2 6 0 , 4 6 8 . 9 1

2 6 L P K R I J 3 6 8 8 0 5 3 2 2 (1 2 0 ) (2 4 . 5 9 ) 1 8 . 0 9 1 0 . 3 5 0 . 4 9 0 . 3 9 8 , 4 9 6 . 0 8

2 7 L P P F I J 6 , 5 0 0 1 1 , 9 7 5 6 , 0 2 5 (3 , 5 0 0 ) (3 5 . 0 0 ) 1 5 . 2 9 9 . 4 4 1 2 . 5 3 5 . 2 0 1 8 , 9 6 6 . 4 7

2 8 M N C N I J 1 , 0 4 0 1 , 6 9 0 8 5 0 (2 4 5 ) (1 9 . 0 7 ) 1 1 . 7 8 8 . 9 2 1 . 8 6 1 . 4 0 1 4 , 8 4 7 . 1 5

2 9 M Y R X I J 1 2 9 1 9 8 1 0 1 1 9 1 7 . 2 7 - - - - 1 1 , 1 8 4 . 7 2

3 0 P G A S I J 1 , 8 7 0 2 , 8 6 0 1 , 3 6 5 1 2 0 6 . 8 6 2 0 . 7 7 1 4 . 4 1 0 . 9 9 1 . 0 0 4 5 , 3 3 1 . 6 2

3 1 P T B A I J 4 , 8 1 0 4 , 8 7 0 1 , 8 1 0 2 , 3 5 0 9 5 . 5 3 5 . 7 9 1 0 . 9 2 1 . 9 1 3 . 2 5 5 5 , 4 1 4 . 3 7

3 2 P T P P I J 1 , 9 9 0 3 , 2 8 0 1 , 8 4 0 (6 5 0 ) (2 4 . 6 2 ) 1 1 . 2 6 7 . 1 1 1 . 4 3 0 . 9 6 1 2 , 3 3 7 . 8 0

3 3 P W O N I J 5 5 5 7 2 5 4 9 4 (1 3 0 ) (1 8 . 9 8 ) 1 7 . 6 2 1 2 . 0 9 3 . 2 0 2 . 1 6 2 6 , 7 2 8 . 5 8

3 4 S C M A I J 2 , 0 8 0 2 , 9 8 0 1 , 9 3 5 (4 0 0 ) (1 6 . 1 3 ) 2 7 . 2 4 1 8 . 3 3 9 . 3 0 5 . 8 9 3 0 , 4 1 2 . 9 3

3 5 S M G R I J 8 , 6 0 0 1 1 , 7 7 5 6 , 5 0 0 (1 , 3 0 0 ) (1 3 . 1 3 ) 2 9 . 1 4 2 4 . 0 0 2 . 0 3 1 . 6 7 5 1 , 0 1 1 . 0 7

3 6 S R I L I J 3 4 4 4 1 4 3 0 2 (3 6 ) (9 . 4 7 ) 7 . 2 6 - 1 . 1 8 - 7 , 0 3 5 . 5 5

3 7 S S M S I J 1 , 3 4 0 1 , 5 7 5 1 , 0 0 5 (1 6 0 ) (1 0 . 6 7 ) 1 8 . 4 4 1 3 . 8 1 3 . 5 4 2 . 7 7 1 2 , 7 6 3 . 5 0

3 8 T L K M I J 3 , 5 5 0 4 , 7 7 6 3 , 2 5 0 (8 4 9 ) (1 9 . 3 0 ) 1 9 . 6 8 1 6 . 2 1 4 . 7 0 3 . 4 8 3 5 7 , 8 3 9 . 9 9

3 9 T P I A I J 5 , 3 2 5 6 , 6 7 5 4 , 1 4 0 (6 7 5 ) (1 1 . 2 5 ) 2 3 . 8 1 2 3 . 0 8 4 . 7 4 3 . 6 9 9 4 , 9 6 3 . 5 0

4 0 T R A M I J 2 3 2 4 3 2 9 4 3 4 1 7 . 1 7 - - - - 1 1 , 5 1 4 . 7 3

4 1 U N T R I J 3 6 , 0 2 5 4 0 , 5 0 0 2 8 , 7 5 0 6 2 5 1 . 7 7 1 7 . 8 4 1 3 . 2 5 2 . 9 1 2 . 5 8 1 3 4 , 3 7 8 . 1 2

4 2 U N V R I J 4 3 , 0 0 0 5 8 , 1 0 0 4 2 , 6 5 0 (1 2 , 9 0 0 ) (2 3 . 0 8 ) 6 0 . 8 9 4 2 . 9 7 8 2 . 4 4 5 3 . 4 2 3 2 8 , 0 9 0 . 0 0

4 3 W I K A I J 1 , 6 7 5 2 , 1 9 0 1 , 2 1 0 1 2 5 8 . 0 6 1 1 . 5 5 1 0 . 1 7 1 . 1 0 1 . 0 7 1 5 , 0 2 4 . 6 7

4 4 W S B P I J 4 1 4 5 1 0 3 3 6 6 1 . 4 7 1 0 . 5 6 8 . 3 5 1 . 4 7 1 . 2 0 1 0 , 9 1 3 . 5 2

4 5 W S K T I J 2 , 0 9 0 3 , 1 5 0 1 , 7 7 0 (1 2 0 ) (5 . 4 3 ) 7 . 3 8 6 . 2 7 2 . 1 4 1 . 6 3 2 8 , 3 6 9 . 4 6 M A R K E T C A P

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M a cr o da t a

Source: Bloomberg, Sinarmas Investment Research

D e s c ript io n 1- D a y ( %) 5 - D a ys ( %) 1- M o nt h ( %) Y T D ( %)

P ro perty (0.89) 1.26 4.34 (8.12)

B asic Industry 1.60 1.77 10.84 20.53

Trade 0.80 (0.57) (1.19) (6.50)

Finance 0.47 2.61 8.43 (3.57)

M iscellaneo us Industry 0.57 (0.39) 14.64 (7.32)

Co nsumer (1.43) (0.69) 0.71 (14.44)

Infrastructure (0.17) 1.53 (1.45) (11.01)

A griculture 4.06 8.79 10.40 (1.78)

M ining (0.62) (0.52) 8.73 33.75

J ul- 18 J un- 18

2.18 3.61

3.18 3.12

0.28 0.59

119.84 122.91

F O R E X S po t R a t e 1- D a y ( %) 1- M o nt h ( %) Y T D ( %)

USD/IDR 14,431.00 - (0.70) (6.07)

USD/CNY 6.84 (0.06) (3.21) (4.81)

USD/EUR 0.86 0.03 1.25 3.43

USD/JP Y 110.77 0.19 0.07 1.73

USD/SGD 1.36 (0.01) (0.48) (2.00)

USD/A UD 1.35 0.13 0.60 5.18

USD/GB P 0.78 0.09 3.01 4.96

( in %)

7.26

1.05

1.46

7.59

7.70

8.06 Inflatio n M o M (in %)

Fo reign Reserves (in USD bn)

S e c t o rs

E c o no m ic Indic a t o rs

Inflatio n YTD (in %)

E c o no m ic P a ra m e t e rs

Inflatio n Yo Y (in %)

Indo nesia 5-Year Go vernment B o nds Yield

Le nding a nd D e po s it R a t e s

JIB OR (in IDR)

LIB OR (in GB P )

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Upcom in g I PO

D ivide n d

Righ t s I ssu e

2 0 1 6 2 0 1 7 2 0 1 8

LKPP A PBN P RA PBN

GDP Gr owth ( % , YoY) 5,0% 5,2% 5,4%

Ex change r ate ( USD/ I DR) 13307 13300 13500

I nflation ( % , YoY) 3% 4,3% 3,5%

3 Months SPN ( % ) 5,7% 5,2% 5,3%

I ndonesian Cr ude Oil ( USD/ bar r el) 40 45 48

Oil Lifting ( thousands bar r el/ day ) 829 815 800

Gas Lifting ( thousands, BOE/ day ) 1.18 1.15 1.2

Total State Budget ( in I DR tr illion) ₁₅₅₆ ₁₇₁₄ ₁₈₇₈

I N D I CA T OR

St o ck D PS ( Rp ) St a t u s Cu m D a t e Ex D a t e Re co r d in g Pa y m e n t

XC I D 1.46 _{01/ 08/ 2018} _{02/ 08/ 2018} _{06/ 08/ 2018} _{21/ 08/ 2018}

AKRA 120 _{11/ 07/ 2018} _{12/ 07/ 2018} _{16/ 07/ 2018} _{03/ 08/ 2018}

XI SB 1.99 _{11/ 07/ 2018} _{12/ 07/ 2018} _{16/ 07/ 2018} _{18/ 07/ 2018}

BMAS 8 _{06/ 07/ 2018} _{09/ 07/ 2018} _{11/ 07/ 2018} _{02/ 08/ 2018}

C ASS 15.65 _{06/ 07/ 2018} _{09/ 07/ 2018} _{11/ 07/ 2018} _{02/ 08/ 2018}

I NAI 30 _{06/ 07/ 2018} _{09/ 07/ 2018} _{11/ 07/ 2018} _{02/ 08/ 2018}

ULTJ 10 _{06/ 07/ 2018} _{09/ 07/ 2018} _{11/ 07/ 2018} _{01/ 08/ 2018}

BATA 5.55 _{05/ 07/ 2018} _{06/ 07/ 2018} _{10/ 07/ 2018} _{27/ 07/ 2018}

C SAP 4 05/ 07/ 2018 06/ 07/ 2018 10/ 07/ 2018 _{01/ 08/ 2018}

T ick e r Pr ice ( Rp ) Cu m Da t e EX Da t e T r a d in g

BBKP 3 : 10 570 06/ 07/ 2018 09/ 07/ 2018 13/ 07/ 2018 - 25/ 07/ 2018

PEGE 3 : 1 100 06/ 07/ 2018 09/ 07/ 2018 13/ 07/ 2018 - 19/ 07/ 2018

Ra t io

St a t e Bu dge t

Co m p a n y Bu sin e ss

I PO Pr ice

( Rp )

I ssu e d Sh a r e s ( Mn )

Of f e r in g Da t e ( 2 0 1 7 ) List in g Un d e r w r it e r

Tr im itr a Pr oper tindo Tbk 773.3 10/ 07/ 2018 - 14/ 08/ 2018 23- Aug- 18

MD Pictur es Tbk 1981.0 25/ 07/ 2018 - 31/ 07/ 2018 07- Aug- 18

Mahk ota Gr oup Tbk 703.7 03/ 07/ 2018 - 09/ 07/ 2018 12- Jul- 18

NFC I ndonesia Tbk 166.7 03/ 07/ 2018 - 05/ 07/ 2018 12- Jul- 18

(7)

Pick s of Th e D a y

ASI I : BUY ON W EAKN ESS

ASI I belum ber hasil br eak Resist ance 7.500,ASI I ber peluang m enguj i Suppor t 7.325, 7.200 dan 7.050 dalam j angka pendek. Nam un, j ikaASI I ber hasil br eak Resist ance 7.500 m akaASI I akan m encoba Resist ance 7.600, 7.700 dan 7.825.ASI I dilihat I ndikator MACD dan St oc Osc m engindikasikan pola Upt rend.

Ent r y point : 7.325 — 7.425

Exit point : 7.600 ( 3.8% ) , 7.700 ( 5.1% ) St op Loss : 7.200 ( - 1.7% )

PGAS : TRAD I N G BUY

PGASber hasil break Trendline 1.820, PGASber peluang unt uk m elanj ut kan penguat an dan m enguj i Resist ance 1.900, 1.950 dan 1.980, Nam un, j ikaPGASgagal br eak Resist ance 1.950 m akaPGAS akan m encoba Suppor t 1.900, 1.870 dan 1.820.PGAS

dilihat I ndikat or MACD dan Stoc osc m engindikasikan pola Upt r end.

Ent r y point : 1.870— 1.880

Jul Aug Sep Oct Nov Dec 2018 Feb Mar Apr May Jun Jul Aug

6,200

ASII - Daily 8/8/2018 4:08:00 PM Open 7400, Hi 7450, Lo 7325, Clos e 7425 (0.7%)MA(Clos e,50)= 6,797.00

7,425

6,797

-200 -100 0 100 200

ASII -MACD(12,26)= 192.53,Signal(12,26,9)= 127.03 192.533

127.026

20 80

ASII -Stoch %K(15,3)= 90.29,Stoch %D(15,3,3)= 83.04 _90.2928

83.0405

1,400

PGAS - Daily 8/8/2018 4:13:00 PM Open 1790, Hi 1875, Lo 1760, Clos e 1870 (5.1%)MA(Clos e,50)= 1,849.50

1,870

1,849.5

-100 0 100 200 PGAS -MACD(12,26)= -3.56,Signal(12,26,9)= -31.48

-3.56341

-31.4838

20 80

PGAS -Stoch %K(15,3)= 91.63,Stoch %D(15,3,3)= 85.12 91.6306

(8)

Pick s of Th e D a y

ERAA : BUY ON W EAKN ESS

ERAAbelum ber hasil break Resist ance 3.070,ERAAberpeluang m enguj i Suppor t 2.940, 2.860 dan 2.8000. Nam un, j ikaERAA

ber hasil br eak Resist ance 3.070 ,m aka ERAAakan m encoba Resist ance 3.100, 3.200 dan 3.320.ERAAdilihat I ndikat or St oc osc m engindikasikan pola Dow nt rend.

Ent r y point : 2.940 — 2.990

RALS : BUY ON W EAKN ESS

RALSbelum ber hasil br eak Resist ance 1.330, RALSberpeluang m enguj i Suppor t 1.300, 1.285 dan 1.270 dalam j angka pendek. Nam un, j ikaRALSber hasil break Resist ance 1.330 m akaRALSakan m encoba Resist ance 1.345, 1.365 dan 1.380.RALSdilihat I ndikator St oc osc m engindikasikan pola Rever sal.

Ent r y point : 1.300 — 1.315

600

ERAA - Daily 8/8/2018 4:13:00 PM Open 2900, Hi 3020, Lo 2860, Clos e 2990 (3.1%)MA(Clos e,50)= 2,783.40

2,990

2,783.4

0 100 200 300 ERAA -MACD(12,26)= 103.31,Signal(12,26,9)= 141.52

103.309

141.522

20 80 ERAA -Stoch %K(15,3)= 28.26,Stoch %D(15,3,3)= 43.64

28.2628

43.6403

850

RALS - Daily 8/8/2018 4:13:00 PM Open 1285, Hi 1320, Lo 1285, Clos e 1315 (2.3%)MA(Clos e,50)= 1,385.50

1,315

1,385.5

-50 0 50 RALS -MACD(12,26)= -16.18,Signal(12,26,9)= -5.11

-16.1844

-5.11342

20 80 RALS -Stoch %K(15,3)= 15.14,Stoch %D(15,3,3)= 18.88

15.1427

(9)

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