Riset Saham Harian
Samuel Research 09 Januari 2018
www.samuel.co.id
Page 1 of 7
IHSG berpeluang menguat
Optimisme akan pertumbuhan ekonomi AS mendorong S&P500 dan Nasdaq composite mencetak rekor tertingginya semalam. Rencana penurunan pajak dan antisipasi earnings season menjadi katalis. Beberapa bank besar akan melaporkan kinerja keuangannya dalam waktu dekat. Investor tengah mencermati dampak penurunan pajak terhadap bisnis emiten-emiten.
Bursa Eropa ditutup variatif kemarin, diwarnai oleh berita politik terkait pembentukan koalisi di Jerman serta reshuffle kabinet di UK, serta kesepakatan bisnis China dan Perancis. Selain itu, investor juga mengantisipasi earnings season.
IHSG ditutup menguat kemarin dengan foreign net buy Rp 332 miliar di pasar reguler. Berita kenaikan cadangan devisa dapat menjadi sentimen positif, setelah sebelumnya indeks keyakinan konsumen menunjukkan optimisme yang meningkat. Penguatan bursa global dan sejumlah berita positif dari dalam negeri dapat mendorong kenaikan IHSG hari ini.
Highlights
SMRA: Alokasikan belanja modal Rp2.4tn
MAPI: Merubah Area Eks Debenhams Menjadi Specialty Store
BDMN: Tengah menghadapi proses hukum
DOID: Fokus bisnis pertambangan
Toll Road: Jalan tol beroperasi ditargetkan bertambah 933 km di 2018
TPIA: Sediakan belanja modal US$ 300 juta
Batubara: harga terus menguat ke level $ 95/ ton
AKRA: Gandeng BP Plc, akan tambah 17 SPBU, dimandatkan mendistribusi solar bersubsidi di 2018 - 2022
: 6,385.4
: +31.7 (+0.5%) : 4,050 Mn shrs : 5,327 Bn rupiah
CloseLast +/- %
ADRO 2,160 170 8.5
BMRI 7,925 100 1.3
UNVR 54,400 400 0.7
CASA 216 56 34.6
CPIN 3,290 -310 -8.6
ICBP 9,000 -275 -3.0
TLKM 4,260 -20 -0.5
GEMS 2,500 -250 -9.1
Foreign Net Buy / Sell
Net Buy (Rpbn) Net Sell (Rpbn)
ADRO 78 BUMI 59
BBCA 61 SCMA 35
UNTR 49 BBRI 31
ITMG 47 BBNI 31
PTPP 40 PGAS 16 Money Market
Last
Close +/- %
USD/IDR 13,427 11.0 -0.1
JIBOR O/N 3.9 0.0 -
Infl (MoM) 0.7 - -
Dual Listing Securities
CloseLast +/- %
TLKM 31.8 0.1 0.3
ISAT 54.8 0.7 1.3
EIDO 29.0 0.1 0.2
World Indices Last
Close +/- %
DJIA 25,283 -13 -0.1
S&P 500 2,748 5 0.2
Euro Stoxx 3,616 9 0.2
MSCI World 2,158 1 0.1
Nikkei 23,901 186 0.8
Hang Seng 30,900 85 0.3
Commodities Last
Close +/- %
Brent Oil 68 0.2 0.2
CPO Malay 2,612 28.0 1.1
Coal Newc 105 1.8 1.7
Nickel 12,502 3.5 0.0
Tin 20,020 5.0 0.0
Changes Changes
Changes
Changes Lagging Movers
Market Value
Changes Leading Movers
Market Activity Tuesday, 09 Jan 2018 Market Index Index Movement Market Volume
Riset Saham Harian
09 Januari 2018
www.samuel.co.id
Page 2 of 7
SMRA: Alokasikan belanja modal Rp2.4tn
PT Summarecon Agung Tbk (SMRA) akan terus melakukan ekpansi dan mengeksekusi proyek dalam pipelinenya melalui alokasi belanja modal Rp2.4tn (dibawah tahun lalu Rp2.7tn). Marketing sales yang tidak mencapai target tahun lalu (hanya Rp3.6tn dari Rp4tn target), masih bertumbuh positif. (Kontan). SMRA: HOLD; 18E’ PE: 42.1x, PBV: 1.4x.
MAPI: Merubah Area Eks Debenhams Menjadi Specialty Store
PT Mitra Adiperkasa Tbk. (MAPI) fokus untuk membesarkan gerai specialty store pada tahun ini dan rencana tersebut sudah tercetus sejak tahun lalu, dengan memutuskan untuk menutup Lotus dan Debenhams. Menurut data internal dari perusahaan, kontrak Debenhams dengan pengelola pusat perbelanjaan berakhir pada Februari 2018 namun perusahaan menutup gerai lebih awal untuk merenovasi calon gerai baru yang mengusung konsep specialty store. (Kontan). MAPI:
BUY; 18E’ PE: 21.0x, PBV: 2.6x.
BDMN: Tengah menghadapi proses hukum
BDMN melawan upaya eksekusi aset terkait sengketa wanprestasi yang diajukan oleh PT Danamon International. Mahkamah Agung telah memutuskan BDMN harus membayar pokok modal pinjaman dan bunganya kepada PT Danamon International Rp 285,97 miliar. Pengadilan di tingkat Peninjauan Kembali juga memutuskan hal yang sama. Belum ada pernyataan resmi dari BDMN. (Bisnis Indonesia). BDMN: Non-Coverage.
DOID: Fokus bisnis pertambangan
DOID kini tengah mengurus pengembalian izin usaha pertambangan (IUP) milik anak usahanya yang telah berakhir sejak 2014 dan 2016 lalu. berakhirnya IUP eksplorasi dua anak usaha DOID, PT Pulau Mutiara Persada (PMP) dan PT Banyubiru Sakti (BBS) membuat eksplorasi saat ini dihentikan. DOID kini berfokus dalam mengembangkan PT Bukit Makmur Mandiri Utama (BUMA), seiring aktivitas kegiatan meningkat merespon stabilnya harga batubara. (Kontan). DOID: BUY;
18E’ PE: 6.2x, PBV: 2.3x.
Toll Road: Jalan tol beroperasi ditargetkan bertambah 933 km di 2018
Pemerintah menargetkan panjang jalan tol yang dapat dioperasikan pada tahun 2018 mencapai 933,45 km, terdiri dari jalan tol yang tertunda sepanjang 227,17 km dan jalan tol yang direncanakan beroperasi tahun ini sepanjang 766,28 km. Total biaya konstruksi diperkirakan mencapai Rp 100 triliun dengan asumsi Rp 100 miliar/km. (Investor Daily). Toll Road: Neutral.
TPIA: Sediakan belanja modal US$ 300 juta
PT Chandra Asri Petrochemical Tbk (TPIA) mempercepat penyelesaian agenda ekspansi yang
sedianya tuntas di 2019, akan dipercepat menjadi tahun ini. Untuk itu, TPIA menyiapkan belanja
modal sebesar US$ 300 juta, bertambah US$ 60 juta dari anggaran awal. TPIA akan
menggunakan belanja modal tersebut untuk pembangunan pabrik polietilina dan perluasan pabrik
polipropilene. (Kontan). TPIA: HOLD; 18E’ PE: 23.5x, PBV: 3.9x.
Riset Saham Harian
09 Januari 2018
www.samuel.co.id
Page 3 of 7
Batubara: harga terus menguat ke level $ 95/ ton
Kementerian Energi dan Sumber Daya Mineral (ESDM) menetapkan harga batubara acuan (HBA) Januari 2018 sebesar US$ 95,54/ton +1,6% mom dan +10.7% yoy.
Sesuai dengan estimasi kami, harga batubara di 1Q18 masih dalam penguatan. Kondisi ini menunjukkan tren membaiknya harga akan terus berlangsung sepanjang 2018. Sementara meningkatnya permintaan di sejumlah negara seperti Vietnam, Tiongkok, dan India menjadi fa ktor menguatnya harga ditengah berhentinya kegiatan tambang batubara di China. (Investor Daily).
Batubara: Neutral.
AKRA: Gandeng BP Plc, akan tambah 17 SPBU, dimandatkan mendistribusi solar bersubsidi di 2018 - 2022
PT AKR Corporindo Tbk (AKRA) bekerja s ama dengan BP Plc akan membangun 17 stasiun
pengisian bahan bakar umum (SPBU) baru pada tahun 2018. SPBU baru tersebut rencananya
tersebar di Jakarta, Bandung, dan Surabaya dan hanya akan menjual BBM nonsubsidi. Lebih
lanjut, AKRA juga dimandatkan oleh pem erintah untuk menyalurkan BBM subsidi di periode 2018
– 2022. AKRA mendapat tugas mendistribusikan solar bersubsidi sebesar 250 ribu kiloliter (KL) di
seluruh Indonesia, dengan Pertamina menyalurkan solar bersubsidi sebesar 15,37 juta KL dan
minyak tanah 610 ribu KL. (Investor Daily). AKRA: BUY; 18E’ PE: 18.8x, PBV: 2.8x.
Riset Saham Harian
09 Januari 2018
www.samuel.co.id
Page 4 of 7
Stock Rec. Mkt Cap JCI Wgt 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 BUY 369,833 5.3 7925 1.3 (0.9) 7772 7900 -0.3 18.6 15.4 2.1 1.8 11.4% 11.9%
BBCA HOLD 551,039 7.9 22350 0.4 2.1 21701 21300 -4.7 23.9 21.3 4.2 3.6 17.6% 17.0%
BBRI BUY 442,811 6.3 3590 0.0 (1.4) 3539 3560 -0.8 16.0 13.4 2.7 2.3 16.7% 17.3%
BBNI BUY 173,433 2.5 9300 0.0 (6.1) 8719 8400 -9.7 13.1 11.3 1.8 1.6 13.6% 14.0%
BBTN HOLD 36,218 0.5 3420 (0.6) (4.2) 3442 3300 -3.5 12.3 10.3 1.7 1.5 13.7% 14.3%
BNLI BUY 16,966 0.2 605 0.8 (3.2) 818 890 47.1 16.4 16.8 0.8 0.7 4.8% 4.4%
Average 16.7 14.7 2.2 1.9 12.9% 13.2%
Consumer (Staples)
ICBP BUY 104,957 1.5 9000 (3.0) 1.1 9438 10200 13.3 26.7 24.7 5.3 4.8 19.9% 19.3%
INDF BUY 68,926 1.0 7850 2.3 3.0 9422 9900 26.1 15.4 14.0 2.2 2.0 14.2% 14.4%
KLBF BUY 83,672 1.2 1785 1.4 5.6 1711 1900 6.4 34.4 30.3 6.3 5.6 18.4% 18.5%
ROTI BUY 7,764 0.1 1255 0.8 (1.6) 1386 1590 26.7 33.5 18.9 4.1 3.5 12.2% 18.3%
UNVR HOLD 415,072 6.0 54400 0.7 (2.7) 50701 49900 -8.3 58.6 53.4 76.9 68.2 131.3% 127.7%
SIDO BUY 8,550 0.1 570 0.0 4.6 542 550 -3.5 17.4 16.6 3.0 2.8 17.1% 17.1%
AISA HOLD 1,538 0.0 478 0.0 0.4 867 900 88.3 3.6 3.1 0.4 0.3 9.7% 10.1%
Average 27.1 23.0 14.0 12.5 31.8% 32.2%
Cigarette
HMSP BUY 565,306 8.2 4860 0.2 2.7 4199 4390 -9.7 43.7 42.2 15.0 13.7 34.3% 32.4%
GGRM BUY 163,163 2.4 84800 0.0 1.2 84770 83700 -1.3 23.3 21.8 3.6 3.2 15.6% 14.8%
Average 33.5 32.0 9.3 8.5 25.0% 23.6%
Healthcare
MIKA BUY 25,391 0.4 1745 0.0 (3.6) 2311 2950 69.1 32.6 29.5 6.3 5.7 19.4% 19.4%
SILO HOLD 14,144 0.2 8700 0.0 (9.1) 11163 10700 23.0 107.6 88.0 3.5 3.3 3.3% 3.7%
Average 70.1 58.7 4.9 4.5 11.3% 11.6%
Poultry
CPIN HOLD 53,949 0.8 3290 (8.6) 9.7 3230 3380 2.7 18.8 14.2 3.3 2.8 17.6% 20.0%
JPFA BUY 15,233 0.2 1335 (4.0) 2.7 1640 1500 12.4 11.5 10.8 1.5 1.3 13.0% 12.4%
MAIN BUY 1,612 0.0 720 (2.7) (2.7) 965 1200 66.7 4.3 3.4 0.6 0.5 14.6% 16.2%
Average 11.5 9.5 1.8 1.6 15.1% 16.2%
Retail
MAPI BUY 10,583 0.2 6375 2.4 2.8 8048 7900 23.9 28.7 21.0 2.9 2.6 10.2% 12.4%
RALS BUY 8,089 0.1 1140 4.1 (5.0) 1222 1250 9.6 19.2 16.7 2.1 2.0 11.1% 12.0%
ACES BUY 22,467 0.3 1310 4.8 13.4 1359 1600 22.1 29.9 25.2 6.7 5.6 22.4% 22.4%
LPPF BUY 32,827 0.5 11250 (2.2) 12.5 12452 11500 2.2 15.0 14.6 9.7 7.3 64.5% 49.8%
Average 23.2 19.4 5.4 4.4 27.1% 24.1%
Media
MNCN BUY 19,201 0.3 1345 (1.1) 4.7 1832 2000 48.7 9.9 8.9 1.9 1.7 19.3% 19.3%
SCMA BUY 36,262 0.5 2480 (0.8) 0.0 2450 2300 -7.3 19.0 17.2 8.2 6.7 43.2% 39.0%
Average 14.4 13.1 5.0 4.2 31.3% 29.2%
Telco
EXCL BUY 34,308 0.5 3210 6.6 8.4 3914 3200 -0.3 100.3 42.8 1.6 1.5 1.6% 3.6%
ISAT BUY 28,121 0.4 5175 6.7 7.8 7453 8200 58.5 15.6 10.5 1.9 1.7 12.4% 16.3%
TLKM BUY 429,408 6.2 4260 (0.5) (4.1) 4765 5000 17.4 18.2 16.0 4.6 4.1 25.1% 25.9%
TOWR BUY 40,812 0.6 4000 1.0 0.0 4854 4500 12.5 15.3 13.8 3.2 2.8 20.9% 20.2%
Average 37.3 20.8 2.8 2.5 15.0% 16.5%
Auto and HE
ASII BUY 336,013 4.9 8300 0.0 0.0 9058 9400 13.3 14.4 12.7 2.7 2.1 18.6% 16.6%
UNTR BUY 133,166 1.9 35700 0.8 0.8 38153 41500 16.2 19.1 18.9 3.0 2.7 15.5% 14.2%
Average 16.8 15.8 2.8 2.4 17.1% 15.4%
Aviation
GIAA HOLD 7,870 0.1 304 (1.9) 1.3 361 350 15.1 228.3 222.7 0.6 0.6 0.3% 0.3%
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09 Januari 2018
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Property
BSDE BUY 32,816 0.5 1705 0.6 0.3 2192 2350 37.8 15.2 13.1 1.3 1.1 8.7% 8.6%
PWON BUY 34,434 0.5 715 0.7 4.4 740 767 7.3 17.4 14.7 3.3 2.8 19.2% 19.1%
ASRI BUY 7,349 0.1 374 4.5 5.1 420 448 19.8 14.0 13.1 0.9 0.9 6.7% 6.7%
SMRA HOLD 14,283 0.2 990 2.1 4.8 1136 1110 12.1 44.1 42.1 1.2 1.4 2.8% 3.4%
SSIA HOLD 2,423 0.0 515 2.0 0.0 731 626 21.6 33.4 31.0 0.8 0.8 2.4% 2.6%
CTRA BUY 21,530 0.3 1160 2.7 (2.1) 1427 1580 36.2 17.2 15.8 1.5 1.4 8.7% 9.2%
DMAS BUY 8,097 0.1 168 0.0 (1.8) 259 228 35.7 9.5 7.7 0.9 0.8 9.7% 10.8%
KIJA BUY 5,998 0.1 288 0.0 0.7 384 450 56.3 12.5 11.3 1.0 0.9 7.8% 7.9%
Average 20.4 18.6 1.4 1.3 8.3% 8.5%
Construction
PTPP BUY 17,856 0.3 2880 7.5 9.1 4133 4150 44.1 12.8 10.8 1.5 1.4 11.8% 12.6%
ADHI BUY 6,979 0.1 1960 3.4 4.0 2599 2550 30.1 20.4 15.1 1.2 1.2 6.1% 7.9%
WSKT BUY 32,577 0.5 2400 4.3 8.6 2832 3250 35.4 14.4 11.4 1.6 1.5 11.2% 13.6%
WIKA BUY 15,249 0.2 1700 7.6 9.7 2463 3000 76.5 13.7 12.0 1.1 1.0 8.0% 8.3%
Average 15.3 12.3 1.4 1.3 9.3% 10.6%
Cement
INTP SELL 85,589 1.2 23250 0.1 5.9 17845 13500 -41.9 41.5 31.2 3.2 3.0 7.7% 9.6%
SMGR HOLD 65,247 0.9 11000 0.9 11.1 10840 9000 -18.2 22.7 18.4 2.1 2.0 9.4% 10.7%
SMCB SELL 6,245 0.1 815 (0.6) (2.4) 677 700 -14.1 -10.7 -11.2 0.8 0.9 -7.8% -7.7%
SMBR HOLD 30,965 0.4 3120 (2.2) (17.9) 598 2300 -26.3 173.3 173.3 9.3 9.0 5.4% 5.2%
Average 56.7 52.9 3.9 3.7 3.7% 4.4%
Precast
WSBP BUY 11,230 0.2 452 3.4 4.4 647 500 10.6 11.6 9.0 1.4 1.2 12.3% 13.6%
WTON BUY 4,706 0.1 540 3.8 8.0 850 750 38.9 14.2 13.5 2.1 1.9 14.6% 14.0%
Average 12.9 11.3 1.7 1.6 13.4% 13.8%
Oil and Gas
PGAS BUY 44,604 0.6 1840 2.8 5.1 2027 2200 19.6 16.7 12.5 1.0 0.9 5.9% 7.5%
AKRA BUY 25,841 0.4 6450 4.03 1.6 7730 8500 31.8 15.8 18.8 3.2 2.8 20.0% 15.2%
TPIA HOLD 102,543 1.5 5750 0.9 -4.2 5298 5800 0.9 25.6 23.5 4.4 3.9 17.1% 16.8%
BRPT BUY 29,176 0.4 2090 -0.5 -7.5 2302 2600 24.4 15.8 14.3 1.3 1.1 8.0% 7.6%
MEDC BUY 17,108 0.2 965 1.6 8.4 1093 1125 16.6 7.3 6.7 1.1 0.9 14.7% 13.8%
Average 16.2 15.2 2.2 1.9 13.1% 12.2%
Utilities
JSMR BUY 47,721 0.7 6575 1.2 2.7 6948 7500 14.1 23.2 19.8 3.2 2.8 13.6% 14.3%
Metal
ANTM BUY 15,620 0.2 650 (0.8) 4.0 824 840 29.2 -650.0 65.0 0.8 1.0 -0.1% 1.5%
INCO BUY 31,498 0.5 3170 0.0 9.7 3157 3800 19.9 -1509.5 38.6 1.3 1.3 -0.1% 3.3%
TINS BUY 6,070 0.1 815 (2.4) 5.2 1161 1150 41.1 12.7 10.9 1.1 1.0 8.4% 9.4%
Average -715.6 38.2 1.1 1.1 2.7% 4.7%
Coal
DOID BUY 7,570 0.1 885.0 12.7 23.8 1364.0 1450 63.8 13.2 6.2 3.7 2.3 27.8% 36.7%
ITMG BUY 25,960 0.4 22975 9.0 11.0 24818 24500 6.6 8.3 8.3 1.8 1.7 22.1% 20.8%
ADRO BUY 69,090 1.0 2160 8.5 16.1 2318 2400 11.1 11.0 10.7 1.2 1.2 11.3% 10.8%
PTBA BUY 30,760 0.4 2670 2.3 8.5 2870 2900 8.6 13.2 8.5 2.4 2.1 18.1% 24.6%
Average 11.4 8.4 2.3 1.8 19.8% 23.2%
Plantation
AALI BUY 25,598 0.4 13300 2.7 1.1 16779 17800 33.8 10.4 9.6 1.5 1.3 14.1% 13.8%
LSIP BUY 9,552 0.1 1400 3.3 (1.4) 1739 1950 39.3 11.9 11.5 1.1 1.1 9.7% 9.4%
SIMP HOLD 7,908 0.1 500 0.8 7.8 530 550 10.0 11.6 10.2 0.5 0.5 4.6% 5.0%
Average 11.3 10.4 1.0 1.0 9.5% 9.4%
Source: SSI Research, Bloomberg
Note: GIAA, PGAS, ITMG, ADRO, MEDC, BRPT, INCO, DOID, TPIA report in USD.
Riset Saham Harian
09 Januari 2018
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Regional Indices 1D Change
Points 1D 3D 1W 1M 3M YTD 1YR High Low
World 1.36 2,158 0.06 0.71 1.98 4.08 7.20 2.59 21.44 2,158 1,775
U.S. (S&P) 4.56 2,748 0.17 1.28 2.77 3.63 7.98 2.77 21.10 2,749 2,254
U.S. (DOW) (12.87) 25,283 (0.05) 1.45 2.28 3.92 11.08 2.28 27.13 25,312 19,678
Europe 8.82 3,616 0.24 3.04 3.21 0.70 0.16 3.21 9.29 3,709 3,214
Emerging Market 5.86 1,207 0.49 1.91 4.18 8.65 9.67 4.18 37.39 1,207 877
FTSE 100 (27.71) 7,697 (0.36) 0.33 0.11 4.09 2.51 0.11 n/a 7,733 7,094
CAC 40 16.67 5,487 0.30 2.93 3.29 1.64 2.27 3.29 12.27 5,536 4,734
Dax 48.14 13,368 0.36 3.00 3.48 1.63 3.02 3.48 15.60 13,526 11,425
Indonesia 31.67 6,385 0.50 2.14 0.47 5.88 7.95 0.47 20.11 6,446 5,228
Japan 190.56 23,905 0.80 5.01 4.34 4.80 15.54 5.01 22.88 23,953 18,225
Australia 17.83 6,148 0.29 1.17 1.43 2.57 7.13 1.37 5.87 6,149 5,583
Korea 8.84 2,522 0.35 2.26 1.71 2.36 5.33 2.21 23.10 2,562 2,040
Singapore 22.73 3,512 0.65 1.38 3.21 2.56 6.70 3.21 17.80 3,515 2,962
Malaysia 14.18 1,832 0.78 2.20 1.97 6.44 3.86 1.97 9.85 1,832 1,658
Hong Kong 84.89 30,900 0.28 1.11 3.28 7.89 9.08 3.28 36.97 30,929 22,476
China 17.73 3,409 0.52 1.20 3.09 3.63 1.04 3.09 7.51 3,450 3,017
Taiwan 35.95 10,916 0.33 1.06 2.56 4.97 3.64 2.56 16.84 10,918 9,281
Thailand (2.64) 1,793 (0.15) 0.80 2.84 5.06 5.94 2.23 14.62 1,813 1,529
Philipines (24.88) 8,745 (0.28) 0.24 2.46 5.30 4.51 2.18 20.19 8,858 7,123
Monetary Indicators 1D Change
Points 1W 1M 3M YTD 1YR High Low
JIBOR Overnight (%) 0.00 3.90 (4.28) (1.19) 1.87 0.00 (6.63) 4.96 3.89
Foreign Reserve (US$bn) n/a 130.20 n/a 3.36 0.61 11.89 11.89 130.20 116.89
Inflation Rate (%) n/a 0.71 n/a 255.00 446.15 69.05 69.05 0.97 (0.07)
US Fed Rate (%) 0.00 1.50 0.00 20.00 20.00 0.00 100.00 1.50 0.75
Indo Govt Bond Yld (10yr) - % 0.00 6.13 (2.68) (6.58) (6.56) (3.01) (21.28) 7.81 6.13
Exchange Rate (per US$) 1D Change
Currency Points 1D 3D 1W 1M 3M YTD 1YR High Low
Indonesia 11.00 13427 (0.08) 0.38 1.05 0.90 1.05 1.05 (0.46) 13,645 13,145
Japan 0.05 113.14 (0.04) (0.34) (0.75) 0.37 (0.40) (0.40) 2.55 116.87 107.32
UK 0.00 1.36 0.00 0.13 (0.16) 1.70 0.41 0.41 11.55 1.37 1.20
Euro 0.00 1.20 0.04 (0.80) (0.72) 1.72 (0.27) (0.27) 13.22 1.21 1.05
China 0.01 6.50 (0.18) 0.05 0.11 1.86 0.11 0.11 6.73 6.94 6.44
Commodities Indicators 1D Change
Spot Points 1D 3D 1W 1M 3M YTD 1YR High Low
Oil 0.43 62.16 0.70 0.24 2.97 8.37 25.37 2.88 19.63 62.56 42.05
CPO 28.00 2,612.00 1.08 0.11 4.35 3.90 (4.32) 4.35 (13.71) 3,175.00 2,390.00
Rubber 0.00 737.50 0.00 0.00 0.68 (0.41) (11.09) 0.68 (25.05) 1,174.00 732.50
Coal 1.75 105.45 1.69 4.41 3.74 8.15 8.54 3.74 28.21 105.50 71.25
Iron Ore 0.13 73.16 0.18 0.52 3.36 2.31 15.76 3.36 (7.15) 94.91 54.24
Tin 5.00 20,020.00 0.02 0.29 (0.38) 2.55 (3.10) (0.38) (4.99) 21,276.00 18,750.00
Nickel 10.00 12,535.00 0.08 0.97 (1.76) 14.47 18.25 (1.76) 22.35 13,030.00 8,680.00
Copper 4.00 7,125.00 0.06 (0.31) (1.68) 8.43 6.88 (1.68) 27.46 7,312.50 5,462.50
Gold (1.40) 1,319.00 (0.11) (0.20) 0.22 5.82 2.79 0.97 11.32 1,358.50 1,172.20
Source: SSI Research, Bloomberg
Last Price
Last Price Change (%) 1 Year
Change (%) 1 Year
Last Price
Last Price Change (%) 1 Year
Change (%) 1 Year
DISCLAIMERS : Analyst Certification : The v iews expressed in this research accurately ref lect 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 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 o bjectivity in making any recommendations. This document is f or information only and f or the use of the recipient. It is not to be r eproduced 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 recommenda tion 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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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
