Riset Saham Harian
Samuel Equity Research 17 Mei 2018
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Pasar nantikan pengumuman BI hari ini
Indeks AS semalam ditutup menguat, sedangkan pasar Eropa kemarin ditutup mixed. VIX indeks tercatat turun tajam -8.27% ke level 13.42. Dari update data makro, pasar tengah menantikan rilisnya data manufaktur dan new home sales, sementara pada 24/5/18 FOMC diskedulkan merilis minutes meetingnya.
Dari pasar komoditas, instrument safe haven (emas) menguat, sedangkan harga minyak dunia naik ke level 3.5YR highnya ditengah penurunan US crude stockpiles (sebanyak 1.4mn barrels).
Dari pasar APAC pagi ini beberapa indeks acuan yang telah beroperasi perdagangannya terlihat bergerak naik. Dari pasar domestik hari ini pasar tengah menantikan keputusan BI apakah akan menaikan 7D RR atau tidak (pasar / konsensus berharap kenaikan sebesar 25bp menjadi 4,5%). Nilai tukar rupiah tercatat melemah ke level terendahnya dalam satu tahun terakhir Rp14.093 vs Rp14.037 sehari sebelumnya, sedangkan pasar EIDO naik.
Highlights
Perbankan:
Bank enggan menaikkan suku bunga kredit
ADHI:
Kontrak baru April18 Rp3.8tn
HEAL:
Siap bangun 12 RS
Sektor Batubara:
Capai Level Tertinggi Lima Tahun
ROTI:
Akan membagikan dividen
Migas:
Pertamina memastikan tidak akan menaikkan harga
bahan bakar minyak nonsubsidi dalam periode Idul Fitri
Migas:
Pertamina memperkirakan konsumsi BBM bakal naik
15,2% dibanding hari normal selama periode Ramadan dan
Idul Fitri
Telekomunikasi:
Program registrasi ulang menghasilkan
pelanggan riil sebanyak 254 juta pelanggan prabayar
: 5,841.5 : +3.3 (+0.1%) : 4,050 Mn shrs : 5,327 Bn rupiah Last Close +/- % TLKM 3,480 110 3.3 BBCA 22,375 175 0.8 HMSP 3,710 30 0.8 ADRO 1,800 85 5.0 UNVR 45,750 -1700 -3.6 TPIA 5,875 -175 -2.9 KLBF 1,340 -45 -3.2 HEAL 3,170 -530 -14.3Foreign Net Buy / Sell (Regular Market)
Net Buy YTD (Rpbn): -37,430 Net Buy (Rpbn) Net Sell (Rpbn)
INKP 109 ASII 142 TLKM 56 BMRI 95 BBRI 39 ADRO 93 BDMN 11 UNVR 66 MAPI 11 BBTN 57 Money Market Last Close +/- % USD/IDR 14,093 56.0 -0.4 JIBOR O/N 4.0 0.0 -Infl (MoM) 0.1 -
-Dual Listing Securities
Last Close +/- % TLKM 24.5 0.8 3.2 ISAT 53.3 0.4 0.7 EIDO 24.5 0.3 1.3 World Indices Last Close +/- % DJIA 24,769 63 0.3 S&P 500 2,722 11 0.4 Euro Stoxx 3,563 -1 0.0 MSCI World 2,123 3 0.1 Nikkei 22,808 91 0.4 Hang Seng 31,110 -42 -0.1 Commodities Last Close +/- % Brent Oil 79 0.0 0.0 CPO Malay 2,414 -22.0 -0.9 Coal (ICE) 107 0.1 0.0 Nickel 14,432 51.0 0.4 Tin 20,800 -150.0 -0.7 Market Value Changes Leading Movers Market Activity Thursday, 17 May 2018 Market Index Index Movement Market Volume Changes Changes Changes Changes Lagging Movers
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17 Mei 2018
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Perbankan: Bank enggan menaikkan suku bunga kredit
Sejumlah bankir diberitakan belum akan menaikkan suku bunga kredit dalam waktu dekat meski BI RR rate dinaikkan untuk meredam tekanan pada nilai tukar rupiah.
Kondisi likuiditas dinilai masih cukup terjaga. Sementara itu, kenaikan suku bunga kredit dikhawartirkan dapat menekan pertumbuhan kredit yang saat ini masih relatif lemah. (Bisnis Indonesia, Investor Daily). Banking: Overweight.
ADHI: Kontrak baru April18 Rp3.8tn
PT. Adhi Karya (Persero), Tbk (ADHI) melaporkan pertumbuhan kontrak baru hingga April18 menjadi Rp3.8tn atau +25.9%YoY. Pencapaian tersebut didorong oleh perolehan kontrak antara lain: RSKIA Tahap II sebesar Rp279,5miliar, Apartemen Cordova Rp164,0miliar dan Novotel Bali Rp153,0miliar (melalui Adhi Persada Gedung).
Kontribusi tertinggi masih dari Konstruksi & Energi sebesar 88,2%, sedangkan unit usaha Properti sebesar 9,5%.
Dari update proyek LRT, hingga 4 Mei 2018 progres Fase I telah mencapai 37,4%, dengan rincian untuk ruas Cawang -Cibubur telah mencapai 59%, Cawang-Kuningan-Dukuh Atas 21.2%, sedangkan Cawang-Bekasi Timur telah mencapai 33.3%. Fase I tersebut (wilayah Jabodebek) direncanakan selesai pada tahun 2019. ADHI: BUY; 18E’ PE: 10.5x, PBV: 1.0x.
HEAL: Siap bangun 12 RS
PT. Medikaloka Hermina, Tbk (HEAL), tahun ini akan membangun empat RS baru. Pre IPO perusahaan telah membuka RS yang ke 29 di Samarinda. Setelah pembukaan tersebut akan kembali membuka di Padang dan Palembang dan satu RS lagi yang akan dibangun di 4Q18. HEAL membutuhkan investasi sekitar Rp110miliar per RSnya atau setara total Rp440miliar
untuk rencana ekspansi 4 RS tersebut. Melalui eskpansi tersebut perusahaan akan mendapatkan tambahan 200 beds, sehingga total menjadi 400beds. Adapun total keseluruhan beds hingga FY17 HEAL sebanyak 2.780beds. HEAL: Non-Coverage; 18E’ PE: N/Ax, PBV:
N/Ax.
Sektor Batubara: Capai Level Tertinggi Lima Tahun
Harga batubara Newcastle pengiriman Juli naik 0,85% jadi US$ 106,25 per ton pada Rabu (16/5). Harga ini merupakan harga tertinggi sejak lima tahun terakhir. (Kontan).
Comment:
Kami masih melihat permintaan dan produksi batubara di China masih jadi faktor penggerak. Permintaan batubara China masih relatif tumbuh seiring China belum siap beralih ke bahan bakar non batubara, sehingga terjadi hambatan pada pembangkit listrik utama. Sementara, sudah memasuki musim panas di China, berpeluang meningkatkan pengguna batubara untuk menjalankan pendingin ruangan. Disisi lain, kenaikan harga batubara sejalan dengan menguatnya harga minyak yang tertinggi dalam tiga tahun terkahir. Dengan menguatnya harga minyak, menjadikan batubara sebagai alternative pembangkit energi dengan harga yang masih di level wajar. Sektor batubara: Overweight.
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ROTI: Akan membagikan dividen
PT Nippon Indosari Corpindo Tbk (ROTI) bakal membagikan dividen tunai dari laba tahun buku 2017 kepada pemegang saham. Berdasarkan pengumuman di laman Kustodian Sentral Efek Indonesia (KSEI), Selasa (15/5), perseroan akan menebar dividen senilai Rp 5,82 per saham.
Tanggal terakhir perdagangan saham dengan hak dividen alias cum dividen saham ROTI di pasar reguler dan negosiasi pada 18 Mei 2018. Sementara, cum dividen di pasar tunai pada 23 Mei 2018. Pada tanggal yang sama akan dilakukan pencatatan daftar pemegang saham yang berhak mendapatkan dividen alias recording date. (Kontan). ROTI: BUY; 18E’ PE: 16.3x, PBV: 3.0x.
Migas: Pertamina memastikan tidak akan menaikkan harga bahan bakar minyak
nonsubsidi dalam periode Idul Fitri
PT Pertamina tengah berkonsultasi dengan pemerintah terkait rencana perubahan harga BBM nonsubsidi atau BBM jenis umum. Namun, Pertamina memastikan tidak akan menaikkan harga BBM jenis umum dalam periode Idul Fitri. (Bisnis Indonesia). Oil and gas: Neutral.
Migas: Pertamina memperkirakan konsumsi BBM bakal naik 15,2% dibanding hari
normal selama periode Ramadan dan Idul Fitri
PT Pertamina memperkirakan konsumsi bahan bakar minyak (BBM) jenis bensin akan naik 15,2% dibanding hari normal menjadi 103.777 kiloliter (kl), selama periode Ramadan dan Idul Fitri. Pertamina akan melakukan impor BBM Premium untuk menjamin ketersediaan . Di sisi lain, konsumsi Solar diperkirakan menurun 12,9% dibanding hari normal menjadi 33.389 kl. Penurunan disebabkan oleh turunnya aktivitas truk pada saat Idul Fitri. (Bisnis Indonesia). Oil and gas: Neutral.
Telekomunikasi: Program registrasi ulang menghasilkan pelanggan riil sebanyak
254 juta pelanggan prabayar
Berdasarkan hasil data Direktorat Jenderal Kependudukan dan Pencatatan Sipil dan operator, total nomor seluler prabayar terdaftar per 30 April 2018 adalah sebanyak 254,8 juta, turun 27% dibanding 6 hari sebelumnya yang sebanyak 350 juta pelanggan . (Bisnis Indonesia).
Riset Saham Harian
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Stock Rec. JCI Wgt Last price 1D Chg YTD Chg TP Cons TP SSI Upside PE PE PBV PBV ROE ROE (%) (Rp) (%) (%) (Rp) (Rp) (%) 18E 19E 18E 19E 18E 19E Banks BMRI BUY 4.9 6850 0.0 (14.4) 8749 9000 31.4 12.9 11.0 1.8 1.6 13.6% 14.3% BBCA HOLD 8.4 22375 0.8 2.2 24146 23700 5.9 21.3 19.8 3.6 3.2 17.0% 16.0% BBRI BUY 5.8 3070 0.0 (15.7) 3838 4000 30.3 11.5 10.6 2.0 1.8 17.7% 16.8% BBNI BUY 2.3 8000 (0.9) (19.2) 9793 10000 25.0 9.4 8.6 1.4 1.2 14.5% 14.2% BBTN HOLD 0.5 2860 (2.7) (19.9) 3772 3500 22.4 8.7 7.4 1.2 1.1 14.3% 14.7% BNLI BUY 0.2 498 (0.4) (20.3) 791 890 78.7 13.8 13.5 0.6 0.6 4.4% 4.4% Average 12.9 11.8 1.8 1.6 13.6% 13.4% Consumer (Staples) ICBP BUY 1.5 8300 1.2 (6.7) 9277 10200 22.9 23.1 21.2 4.4 3.9 19.1% 18.6% INDF BUY 0.9 6425 (0.8) (15.7) 8800 8400 30.7 12.2 11.0 1.7 1.5 13.6% 13.8% KLBF BUY 1.0 1340 (3.2) (20.7) 1602 1650 23.1 22.7 20.4 4.2 3.8 18.5% 18.6% ROTI BUY 0.1 1080 (4.0) (15.3) 1304 1620 50.0 16.3 13.9 3.0 2.5 18.3% 18.3% UNVR HOLD 5.4 45750 (3.6) (18.2) 49154 49900 9.1 44.9 41.6 57.4 52.1 127.7% 125.2% Average 23.8 21.6 14.1 12.8 39.4% 38.9% Cigarette HMSP SELL * 6.6 3710 0.8 (21.6) 4311 3900 5.1 33.4 31.3 11.4 10.3 34.0% 32.8% GGRM BUY 2.0 69000 1.2 (17.7) 85196 83700 21.3 17.8 17.2 2.6 2.4 14.8% 13.6% Average 25.6 24.3 7.0 6.3 24.4% 23.2% Healthcare MIKA BUY 0.4 1775 (0.3) (1.9) 2091 2050 15.5 34.6 28.5 5.2 4.2 14.9% 14.6% SILO UR 0.2 7075 1.1 (26.1) 9732 10700 51.2 104.8 90.7 1.5 1.3 1.4% 1.4% Average 69.7 59.6 3.3 2.7 8.2% 8.0% Poultry CPIN BUY 0.9 3410 (2.6) 13.7 3876 4300 26.1 17.9 11.8 3.1 2.6 17.5% 22.3% JPFA BUY 0.3 1625 0.9 25.0 1829 1800 10.8 11.9 9.3 1.7 1.4 14.0% 15.5% MAIN BUY 0.0 710 (0.7) (4.1) 803 850 19.7 22.2 14.8 0.7 0.7 3.2% 4.6% Average 17.3 12.0 1.8 1.6 11.6% 14.1% Retail MAPI BUY 0.2 8400 1.7 35.5 9327 9300 10.7 28.2 17.8 3.5 2.9 12.3% 16.5% RALS BUY 0.1 1340 (2.9) 11.7 1431 1550 15.7 22.7 20.0 2.5 2.4 11.2% 12.2% ACES BUY 0.3 1225 8.9 6.1 1475 1550 26.5 23.6 20.1 6.0 5.1 25.4% 25.3% LPPF BUY 0.4 8950 (2.7) (10.5) 12350 13200 47.5 12.1 11.3 7.6 5.7 63.2% 50.6% Average 21.6 17.3 4.9 4.0 28.0% 26.2% Media MNCN BUY 0.3 1275 0.0 (0.8) 1830 2000 56.9 8.4 7.8 1.6 1.5 19.3% 18.8% SCMA BUY 0.5 2330 (2.9) (6.0) 2879 3000 28.8 18.9 14.8 6.9 5.3 36.3% 35.8% Average 13.7 11.3 4.2 3.4 27.8% 27.3% Telco EXCL BUY 0.3 1810 3.4 (38.9) 3668 3200 76.8 24.1 15.2 0.9 0.8 3.6% 5.5% ISAT BUY 0.3 3280 0.0 (31.7) 5698 8200 150.0 6.7 6.2 1.1 1.0 16.3% 16.2% TLKM BUY 5.4 3480 3.3 (20.9) 4520 5000 43.7 13.1 11.4 3.4 3.1 25.9% 26.7% TOWR BUY 0.4 2850 (0.3) (28.8) 4500 4500 57.9 9.8 9.0 2.0 1.7 20.2% 19.2% Average 13.4 10.4 1.8 1.7 16.5% 16.9% Auto and HE ASII BUY 4.3 6900 (0.4) (16.9) 8774 9400 36.2 13.8 12.3 2.0 1.8 14.7% 14.7% UNTR BUY 2.0 34775 0.2 (1.8) 42236 41500 19.3 15.6 12.1 2.5 2.2 16.2% 18.3% Average 14.7 12.2 2.3 2.0 15.4% 16.5% Aviation GIAA HOLD 0.1 256 (0.8) (14.7) 321 295 15.2 187.5 18.6 0.5 0.4 0.3% 2.1%
Riset Saham Harian
17 Mei 2018 www.samuel.co.id Page 5 of 7 Property BSDE BUY 0.5 1645 0.6 (3.2) 2162 1950 18.5 6.0 5.5 0.9 0.7 14.6% 13.6% PWON BUY 0.4 530 1.0 (22.6) 733 767 44.7 12.9 10.8 2.2 1.9 16.8% 17.2% ASRI SELL 0.1 328 (3.5) (7.9) 422 310 -5.5 5.3 5.2 0.7 0.6 12.3% 12.4% SMRA SELL 0.2 840 (1.8) (11.1) 1134 782 -6.9 33.6 31.7 1.5 1.6 4.6% 5.1% SSIA HOLD 0.0 510 1.0 (1.0) 749 490 -3.9 30.7 26.8 0.8 0.8 2.6% 2.9% CTRA BUY 0.3 990 (1.0) (16.5) 1440 1180 19.2 20.0 18.7 1.0 1.0 5.0% 5.1% DMAS HOLD 0.1 145 0.7 (15.2) 250 156 7.6 10.4 9.7 0.9 0.8 8.8% 8.7% KIJA SELL 0.1 240 0.0 (16.1) 240 210 -12.5 53.3 47.1 0.8 0.8 1.5% 1.7% Average 21.5 19.4 1.1 1.0 8.3% 8.3% Construction PTPP BUY 0.2 2250 2.3 (14.8) 3830 4150 84.4 8.5 6.5 1.1 0.9 12.6% 14.6% ADHI BUY 0.1 1880 4.2 (0.3) 2790 3250 72.9 10.5 7.4 1.0 0.8 9.1% 11.4% WSKT BUY 0.4 2020 1.8 (8.6) 3289 3250 60.9 7.4 6.9 1.1 1.0 14.3% 14.8% WIKA BUY 0.2 1465 4.3 (5.5) 2262 3000 104.8 10.3 8.9 0.9 0.8 8.3% 8.5% Average 9.2 7.4 1.0 0.9 11.1% 12.3% Cement INTP SELL 1.0 18500 (1.6) (15.7) 17852 13300 -28.1 24.8 21.1 2.4 2.2 9.6% 10.5% SMGR BUY 0.8 8700 (2.2) (12.1) 10003 12000 37.9 14.5 13.3 1.6 1.4 10.7% 10.7% SMCB SELL 0.1 725 (2.7) (13.2) 824 700 -3.4 -9.9 -11.9 0.8 0.8 -7.7% -6.6% Average 9.8 7.5 1.6 1.5 4.2% 4.9% Precast WSBP BUY 0.2 382 2.7 (6.4) 611 580 51.8 9.0 7.6 1.1 1.0 12.4% 12.5% WTON BUY 0.1 448 0.0 (10.4) 701 750 67.4 9.3 8.1 1.0 0.8 10.2% 9.8% Average 9.2 7.9 1.0 0.9 11.3% 11.2%Oil and Gas
PGAS BUY 0.7 1925 2.7 10.0 2639 3000 55.8 13.1 12.1 1.0 0.9 7.5% 7.7% AKRA BUY 0.3 4530 -4.63 -28.7 5850 7000 54.5 13.2 12.4 2.0 1.8 15.2% 14.7% TPIA SELL 1.6 5875 -2.9 -2.1 5720 5480 -6.7 24.0 21.6 4.0 3.5 16.8% 16.2% BRPT HOLD 0.5 2230 -3.0 -1.3 2663 2400 7.6 15.3 13.6 1.2 1.0 7.6% 7.4% MEDC BUY 0.3 1195 (1.2) 34.3 1850 2000 67.4 8.3 6.3 1.1 1.0 13.8% 15.9% Average 14.8 13.2 1.9 1.7 12.2% 12.4% Utilities JSMR BUY 0.5 4070 (0.7) (36.4) 6073 7500 84.3 12.3 9.3 1.8 1.6 14.3% 16.8% Metal ANTM BUY 0.3 810 (1.2) 29.6 1076 1050 29.6 73.6 36.8 1.2 1.1 1.6% 3.1% INCO BUY 0.5 3490 (0.3) 20.8 3746 3600 3.2 42.5 29.2 1.4 1.4 3.3% 4.7% TINS BUY 0.1 930 (2.6) 20.0 1297 1150 23.7 14.1 11.5 1.1 1.1 8.1% 9.4% Average 43.4 25.8 1.2 1.2 4.3% 5.7% Coal DOID BUY 0.1 850.0 -1.2 18.9 1576.0 1500 76.5 5.8 5.3 2.0 1.5 34.4% 27.3% ITMG BUY 0.5 27425 4.2 32.5 34157 38000 38.6 9.9 9.3 2.1 1.9 20.8% 20.8% ADRO BUY 0.9 1800 5.0 (3.2) 2597 3050 69.4 6.5 6.2 1.0 0.9 15.0% 14.5% PTBA BUY 0.6 3500 (0.8) 42.3 3780 4000 14.3 9.4 10.6 2.7 2.3 28.1% 22.0% Average 7.9 7.9 1.9 1.7 24.6% 21.2% Plantation AALI HOLD 0.4 11900 (0.8) (9.5) 15438 13500 13.4 10.6 10.4 1.2 1.1 11.3% 11.1% LSIP BUY 0.1 1115 0.0 (21.5) 1628 1950 74.9 9.3 8.4 0.9 0.8 9.3% 9.8% SIMP HOLD 0.1 525 0.0 13.1 593 550 4.8 10.7 10.3 0.5 0.5 5.0% 5.0% Average 10.2 9.7 0.9 0.8 8.6% 8.6%
Source: SSI Research, Bloomberg
Note: GIAA, PGAS, ITMG, ADRO, MEDC, BRPT, INCO, DOID, TPIA report in USD. Note: *: Under Review
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Regional Indices 1D Change
Points 1D 3D 1W 1M 3M YTD 1YR High Low
World 2.99 2,123 0.14 (0.61) (0.03) 0.31 (0.70) 0.93 12.77 2,250 1,873 U.S. (S&P) 11.01 2,722 0.41 (0.19) 0.91 0.59 (0.36) 1.83 15.50 2,873 2,353 U.S. (DOW) 62.52 24,769 0.25 (0.25) 0.92 (0.07) (1.79) 0.20 20.20 26,617 20,553 Europe (1.44) 3,563 (0.04) (0.07) (0.19) 2.44 3.97 1.68 (0.61) 3,709 3,262 Emerging Market 4.83 1,155 0.42 (1.18) (0.13) (0.80) (3.72) (0.29) 14.52 1,279 985 FTSE 100 11.22 7,734 0.15 0.12 0.94 7.03 6.02 0.60 n/a 7,793 6,867 CAC 40 14.38 5,568 0.26 0.46 0.59 4.00 5.41 4.80 4.69 5,571 4,995 Dax 26.29 12,996 0.20 (0.04) 0.41 3.26 4.37 0.61 2.89 13,597 11,727 Indonesia 3.35 5,841 0.06 (1.94) 1.16 (7.07) (11.38) (8.09) 4.02 6,693 5,578 Japan 84.76 22,802 0.37 (0.28) 1.35 4.37 4.98 0.16 15.08 24,129 19,240 Australia (18.56) 6,088 (0.30) (0.76) (0.50) 4.23 3.12 0.38 5.23 6,150 5,630 Korea 11.60 2,471 0.47 (0.19) 0.29 0.72 2.05 0.16 7.78 2,607 2,267 Singapore (7.18) 3,533 (0.20) (1.04) (0.44) 1.00 2.60 3.82 9.58 3,642 3,190 Malaysia 10.06 1,858 0.54 0.64 0.64 (1.18) 1.09 3.42 4.65 1,896 1,708 Hong Kong (41.83) 31,110 (0.13) (0.04) 1.88 3.48 (0.02) 3.98 23.00 33,484 25,025 China (22.55) 3,170 (0.71) 0.20 0.33 3.35 (0.93) (4.16) 2.10 3,587 3,022 Taiwan 22.84 10,898 0.21 0.36 1.81 0.81 4.57 2.39 8.83 11,270 9,896 Thailand (16.24) 1,751 (0.92) (0.87) (0.36) (0.28) (3.06) (0.18) 13.07 1,853 1,541 Philipines (16.41) 7,870 (0.21) 3.94 3.85 1.89 (8.63) (8.05) 0.55 9,078 7,499
Monetary Indicators 1D Change
Points 1W 1M 3M YTD 1YR High Low
JIBOR Overnight (%) (0.02) 4.01 (0.12) 20.58 17.19 2.92 (10.00) 4.96 3.89 Foreign Reserve (US$bn) n/a 124.90 n/a (0.88) (5.36) (4.07) 1.34 131.98 123.09 Inflation Rate (%) n/a 0.10 n/a (50.00) (83.87) (85.92) 11.11 0.71 (0.07)
US Fed Rate (%) 0.00 1.75 0.00 0.00 16.67 16.67 75.00 1.75 1.00 Indo Govt Bond Yld (10yr) - % (0.00) 7.22 (2.34) 8.97 12.29 14.20 2.50 7.39 6.09
Exchange Rate (per US$) 1D Change
Currency Points 1D 3D 1W 1M 3M YTD 1YR High Low
Indonesia 56.00 14093 (0.40) (0.96) (0.06) (2.26) (3.73) (3.73) (5.63) 14,114 13,145 Japan (0.03) 110.37 0.03 (0.64) (0.88) (3.05) 2.10 2.10 0.42 114.73 104.56
UK 0.01 1.35 0.44 (0.07) 0.20 (5.19) 0.24 0.24 4.44 1.44 1.26
Euro 0.00 1.18 0.05 (0.95) (0.85) (4.49) (1.59) (1.59) 5.87 1.26 1.11 China (0.01) 6.37 0.09 (0.59) (0.14) (1.49) 2.12 2.12 8.09 6.90 6.24
Commodities Indicators 1D Change
Spot Points 1D 3D 1W 1M 3M YTD 1YR High Low
Oil 0.16 71.65 0.22 0.97 0.41 7.71 16.16 18.59 46.02 71.92 42.05 CPO (22.00) 2,414.00 (0.90) 1.39 3.07 1.90 (3.67) (3.56) (7.51) 2,876.00 2,329.00 Rubber (1.00) 642.50 (0.16) 0.08 0.08 2.64 (12.47) (12.29) (31.14) 960.50 610.50 Coal 0.05 107.40 0.05 5.66 7.62 17.44 4.58 5.66 47.63 109.65 73.75 Iron Ore (0.02) 65.44 (0.03) 1.84 0.69 4.79 (12.22) (7.54) 14.05 80.91 54.24 Tin (150.00) 20,800.00 (0.72) (1.13) (1.89) (1.38) (4.90) 3.50 3.74 22,104.00 18,866.50 Nickel 50.00 14,475.00 0.35 2.99 3.95 0.98 3.99 13.44 58.72 16,690.00 8,680.00 Copper 18.00 6,826.00 0.26 (1.67) 0.23 (1.22) (5.63) (5.81) 21.65 7,312.50 5,485.00 Gold (1.10) 1,290.40 (0.09) (2.11) (2.41) (4.15) (4.68) (1.22) 2.52 1,365.80 1,204.00 Source: SSI Research, Bloomberg
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Last Price Change (%) 1 Year
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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 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 s ecurity. 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
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Research Team
Andy Ferdinand, CFA Head Of Equity Research, Strategy,
Banking, Consumer [email protected] +6221 2854 8148 Ahmad Mikail 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
Private Wealth Management
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
Equity Sales Team
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
Online Trading Sales Team
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
