L A P O R A N H A R I A N

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Kamis, 4 Maret 2021

L A P O R A N H A R I A N

Daily Report is also available in BNI Sekuritas website : www.bnisekuritas.co.id

RESEARCH

Equity

LAPORAN RISET

Coal Sector: In a Sweet Spot What’s New?

We expect the coal sector to see a steady growth in 2021F, with higher volumes and improving ASPs leading to stronger earnings growth.

Key Highlights:

 A steady strength in China's coal demand on faster

economic recovery and looser import restrictions is a boon for Indonesian coal players.

 Our top pick is PTBA. Coal prices’ rally might drive coal

stocks in the short-term, but fair value should be driven by cash flow generated by the mining concessions.

Analyst: Firman Hidayat ([email protected])

RINGKASAN BERITA

 PTPP tandatangani kontrak konstruksi Paket I Mandalika senilai Rp 940 miliar. PT PP (Persero) Tbk (PTPP) memenangkan kontrak pembangunan paket I Mandalika Urban and Tourism Infrastructure Project (MUTIP) di Nusa Tenggara Bara (NTB) senilai Rp 940 miliar. Proyek yang berlokasi di kecamatan Pujut, kabupaten Lombok Tengah, NTB tersebut dikerjakan konsorsium yang dipimpin perseroan dibantu oleh PT Wijaya Karya Tbk (WIKA) dan PT Bunga Raya Lestasri (BRL). Perseroan bertindak sebagai pemegang 40% dari total pengerjaan proyek tersebut. Penandatanganan pengerjaan proyek tersebut digelar di Jakarta, dengan menerapkan protokol kesehatan Covid-19 dengan ketat. Kontrak kerja sama pembangunan proyek Mandalkika tersebut ditandatangani oleh perusahaan selaku pimpinan JO dengan PT Pembangunan Pariwisata (Persero) (ITDC) yang bertindak sebagai pemilik proyek. Penandatanganan dilakukan SVP Divisi Infrastruktur 1 PTPP Bandung Sasmitoharjo dengan Dirut ITDC M Mansoer. Sedangkan masa pelaksanaan pekerjaan proyek ditargetkan selama 730 hari kalender atau 24 bulan ditambah masa pemeliharaan selama satu tahun. Ruang lingkup pekerjaan proyek milik ITDC ini terdiri atas, yaitu pekerjaan pembangunan jalan, tempat penyebrangan, area parkir, penerangan jalan, river training, tempat evakuasi sementara, laguna barat, fasilitas inti amenity, gerbang dan security booth, jaringan pipa, pemadam kebakaran, tempat limbah, tangki air tanah, dan sebagainya. (Investor Daily)

Global Indices Closing Change %Chg %Ytd P/E

Americas INDU Index 31,270.09 -121.43 -0.39 2.17 27.86 SPX Index 3,819.72 -50.57 -1.31 1.69 31.03 CCMP Index 12,997.75 -361.04 -2.70 0.85 69.66 IBOV Index 111,184.00 -355.8 -0.32 (6.58) 31.65 EMEA UKX Index 6,675.47 61.72 0.93 3.33 121.88 CAC Index 5,830.06 20.33 0.35 5.02 54.80 DAX Index 14,080.03 40.23 0.29 2.63 47.89 IBEX Index 8,329.30 -26.5 -0.32 3.17 #N/A N/A FTSEMIB Index 23,046.77 -36.78 -0.16 3.66 3.88 AEX Index 663.35 0.09 0.01 6.20 #N/A N/A SMI Index 10,771.88 -45.27 -0.42 0.64 24.31 Asia / Pacific NKY Index 29,559.10 150.93 0.51 7.71 33.75 KOSPI Index 3,082.99 39.12 1.29 7.29 28.26 SHCOMP Index 3,576.91 68.314 1.95 2.99 18.78 HSI Index 29,880.42 784.56 2.70 9.73 15.69 TWSE Index 16,211.73 264.85 1.66 10.04 23.23 SENSEX Index 51,444.65 1147.76 2.28 7.73 36.00 SET Index 1,543.40 40.04 2.66 6.49 32.98 PCOMP Index 6,942.76 23.22 0.34 (2.76) 29.11 KLCI Index 1,588.45 18.58 1.18 (2.38) 22.31 FSSTI Index 3,000.37 26.5 0.89 5.51 41.38 JCI Index 6,376.76 17.552 0.28 6.65 35.65

Description Last Previous %Chg

Market Capitalization (IDR Trillion) 7,511.10 7,490.81 0.27 Transaction Volume (Million Shares) 26,563.00 20,797.57 27.72 Transaction Value (IDR Million) 11,621.00 13,348.47 -12.94 Stocks Value (IDR) 437.49 641.83 -31.84 Net Foreign (IDR Million) 521,750.50 29,893.25 1,645.38

Commodities Last Previous %Chg

Nickel (US$/Ton) 18,672.00 18,682.00 -0.05 Copper (US$/Ton) 9,170.50 9,044.00 1.40 Tins (US$/Ton) 24,300.00 23,460.00 3.58 Oil (US$/BBL) (*) 61.28 59.75 2.56 Gas (US$/MMBTU) 3.34 2.84 17.39 Coal (US$/Ton) (**) 87.95 87.50 0.51 CPO MALAYSIA(RM/ton) 3,874.50 3,979.00 -2.63 Gold (US$/Troy Ounce) 1,711.32 1,711.23 0.01

JCI Sectors Performance Weighting (%) YTD Chg (%) 1D Chg (%)

JCI Index 100.00 6.65 2.01

Finance 40.49 13.99 4.15

Consumer Goods 13.46 -5.53 1.42

Infrastructure Utility and Transportation 10.63 6.88 0.96

Basic Industry and Chemicals 10.89 4.53 0.99

Trade Services and Investment 8.85 12.54 -0.17

Mining 6.59 5.15 -2.00

Construction Property and Real Estate 5.31 -1.19 2.70

Miscellaneous Industries 4.21 -3.54 1.65

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Kamis, 4 Maret 2021

L A P O R A N H A R I A N

_RESEARCH

_Equity

Akumulasi Beli/-Jual Bersih Asing

Nilai Tukar USD/IDR dan IHSG

Pergerakan IHSG

0 1,000 2,000 3,000 4,000 5,000 6,000 7,000 0 5,000,000 10,000,000 15,000,000 20,000,000 10 /1 /2 02 0 10 /7 /2 020 10 /1 3/2020 10 /1 9/2020 10 /2 3/2020 11 /3 /2 020 11 /9 /2 020 11 /1 3/2020 11 /1 9/2020 11 /2 5/2020 12 /1 /2 020 12 /7 /2 020 12 /1 4/20 20 12 /1 8/2020 12 /2 8/2020 1/5/ 20 21 1/11 /2 021 1/15 /2 021 1/21 /2 021 1/27 /2 021 2/2/ 20 21 2/8/ 20 21 2/15 /2 021 2/19 /2 021 2/25 /2 02 1 3/3/ 20 21

Accumulation JCI Index

13,000 13,500 14,000 14,500 15,000 15,500 16,000 4,000 4,500 5,000 5,500 6,000 6,500 7,000 10/1/2020 11/1/2020 12/1/2020 1/1/2021 2/1/2021 3/1/2021

JCI Index USDIDR

0 5,000 10,000 15,000 20,000 25,000 30,000 35,000 40,000 0 1,000 2,000 3,000 4,000 5,000 6,000 7,000

Oct-20 Oct-20 Oct-20 Nov-20 Nov-20 Dec-20 Dec-20 Jan-21 Jan-21 Feb-21 Feb-21

Volume JCI Index

No

Stock

Top Value (IDR)

1 BBCA IJ

595,214,100,000

2 MCOR IJ

594,063,300,000

3 ANTM IJ

521,493,500,000

4 BEKS IJ

405,228,100,000

5 BBRI IJ

371,920,700,000

No

Stock

Top Volume (Shares)

1 BEKS IJ

3,664,617,400.00

2 FREN IJ

3,296,692,800.00

3 MCOR IJ

3,136,839,500.00

4 BABP IJ

1,271,102,500.00

5 BNII IJ

563,665,700.00

No

Top Gainers

% Change

1 BABP IJ

34.78

2 LPLI IJ

34.78

3 IKAN IJ

34.48

4 ERTX IJ

34.34

5 AIMS IJ

34.08 No

Top Losers

% Change

1 GDYR IJ

-6.89

2 PORT IJ

-6.88

3 WIIM IJ

-6.78

4 PNSE IJ

-6.76

5 YPAS IJ

-6.72

No Leading Movers

% Change

1 ARTO IJ

6.83

2 BBRI IJ

1.04

3 BNII IJ

15.66

4 ASII IJ

1.79

5 BNGA IJ

12.56 No Lagging Movers

% Change

1 EMTK IJ

-5.80

2 HMSP IJ

-2.43

3 BRPT IJ

-2.29

4 BBNI IJ

-2.03

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Kamis, 4 Maret 2021

L A P O R A N H A R I A N

3 RESEARCH

Equity

TARGET HARGA SAHAM

Market Weighting EPS Growth PER PBV PEG DER (x) ROE (%) Total Return % of Free Rec TP (Rp/share) Last Potential

Capitalization (Bn) (%) 1 Year FY18F FY18F Ratio 1 Year (Current) Float Shares 2020 2020 Price Upside

Banking

BBCA IJ Equity 862,925 15.17 11.00 22.26 3.82 2.02 6.97 15.13 13.05 44.88 BUY 34,200 35,000 -2.29% BBNI IJ Equity 112,358 1.98 13.39 8.88 1.27 0.66 53.54 2.82 -11.40 39.98 NOT RATED - 6,025 #VALUE! BBRI IJ Equity 598,125 10.52 11.16 11.49 2.00 1.03 68.12 9.24 18.29 43.22 HOLD 4,100 4,850 -15.46% BMRI IJ Equity 308,000 5.42 18.76 12.28 1.67 0.65 51.96 8.70 -8.33 37.95 BUY 7,250 6,600 9.85% Cement

SMGR IJ Equity 67,174 1.18 5.88 20.62 1.46 3.51 67.19 8.40 4.10 48.99 BUY 11,000 11,325 -2.87% Telecommunication

TLKM IJ Equity 340,774 5.99 4.07 17.49 3.95 4.30 44.42 18.76 -0.17 47.91 BUY 4,000 3,440 16.28% ISAT IJ Equity 30,702 0.54 -38.76 32.20 1.60 -0.83 215.44 -5.83 161.57 20.71 BUY 3,265 5,650 -42.21% EXCL IJ Equity 23,981 0.42 64.29 52.53 1.45 0.82 175.72 1.94 -9.70 33.60 BUY 3,500 2,240 56.25% Automotive

ASII IJ Equity 229,744 4.04 6.86 16.45 2.02 2.40 40.66 10.65 -0.15 49.81 BUY 7,000 5,675 23.35%

Market Weighting EPS Growth PER PBV PEG DER (x) ROE (%) Total Return % of Free Rec TP (Rp/share) Current Potential Capitalization (Bn) (%) 1 Year FY18F FY18F Ratio 1 Year (Current) Float Shares 2020 2020 Price Upside

Construction

WIKA IJ Equity 16,011 0.28 28.60 7.92 0.87 0.28 78.48 6.70 2.40 34.94 BUY 1,400 1,785 -21.57% ADHI IJ Equity 5,039 0.09 48.50 7.37 0.87 0.15 153.96 5.44 91.97 48.99 BUY 840 1,415 -40.64% PTPP IJ Equity 10,137 0.18 11.70 8.06 1.03 0.69 104.84 3.45 51.37 48.95 BUY 1,175 1,635 -28.13% WSKT IJ Equity 19,750 0.35 17.28 6.03 1.54 0.35 237.92 -18.09 48.39 33.95 HOLD 775 1,455 -46.74% WTON IJ Equity 3,068 0.05 27.80 4.41 0.29 0.16 82.60 8.15 12.36 32.08 BUY 320 352 -9.09% WSBP IJ Equity 6,801 0.12 39.00 7.11 1.09 0.18 74.76 -12.46 40.86 32.98 UR UR 258 #VALUE! Toll Road

JSMR IJ Equity 29,975 0.53 -9.68 18.53 2.22 -1.91 185.14 4.67 -12.92 24.39 BUY 5,300 4,130 28.33% Property

BSDE IJ Equity 26,464 0.47 -20.00 6.90 0.98 -0.34 39.96 3.26 19.05 38.63 BUY 890 1,250 -28.80% PWON IJ Equity 28,414 0.50 18.69 12.13 2.17 0.65 26.51 8.14 8.26 31.29 HOLD 445 590 -24.58% SMRA IJ Equity 12,696 0.22 20.60 26.42 1.70 1.28 94.90 2.63 6.02 65.14 SELL 615 880 -30.11%

Market Weighting EPS Growth PER PBV PEG DER (x) ROE (%) Total Return % of Free Rec TP (Rp/share) Current Potential Capitalization (Bn) (%) 1 Year FY18F FY18F Ratio 1 Year (Current) Float Shares 2020 2020 Price Upside

Agriculture

AALI IJ Equity 21,123 0.37 -16.32 12.33 1.08 -0.76 29.22 4.47 14.25 20.32 HOLD 8,300 10,975 -24.37% TBLA IJ Equity 4,995 0.09 n.a n.a n.a n.a 149.97 10.56 56.81 44.65 BUY 1,185 935 26.74% Metal

ANTM IJ Equity 64,883 1.14 89.30 43.10 1.15 0.48 47.19 2.41 341.07 34.95 BUY 900 2,700 -66.67% INCO IJ Equity 58,873 1.04 62.00 22.96 21.32 0.37 0.00 4.18 117.83 20.49 BUY 4,500 5,925 -24.05% TINS IJ Equity 15,119 0.27 79.80 12.94 0.98 0.16 219.85 -19.73 238.33 35.00 BUY 1,200 2,030 -40.89% Coal

PTBA IJ Equity 31,221 0.55 12.09 9.07 2.09 0.75 3.42 16.00 30.72 31.20 BUY 2,750 2,710 1.48% Consumer

UNVR IJ Equity 262,281 4.61 9.80 44.14 54.08 4.50 80.51 140.20 -1.15 15.01 BUY 9,400 6,875 36.73% INDF IJ Equity 55,317 0.97 7.12 12.58 1.65 1.77 42.38 13.50 -7.78 49.92 BUY 9,200 6,300 46.03% ICBP IJ Equity 101,750 1.79 10.03 24.12 4.65 2.40 8.81 20.09 -18.45 19.47 BUY 11,800 8,725 35.24% GGRM IJ Equity 71,191 1.25 8.64 16.32 3.01 1.89 34.19 17.86 -27.13 23.78 BUY 56,000 37,000 51.35% HMSP IJ Equity 163,427 2.87 5.32 33.44 12.66 6.29 1.17 34.44 -14.50 7.50 HOLD 1,900 1,405 35.23% Pharmaceutical

KLBF IJ Equity 72,656 1.28 4.52 24.14 4.14 5.34 4.89 16.18 30.48 42.55 HOLD 1,815 1,550 17.10% KAEF IJ Equity 19,495 0.34 22.20 21.00 4.01 0.95 111.92 -0.25 371.14 9.97 UR - 3,510 #VALUE! Healthcare

MIKA IJ Equity 41,742 0.73 2.11 43.73 7.13 20.73 0.11 16.74 23.16 38.07 BUY 2,980 2,930 1.71% Retail

ACES IJ Equity 26,583 0.47 16.84 25.05 5.66 1.49 0.00 17.88 7.00 40.03 SELL 1,400 1,550 -9.68% LPPF IJ Equity 3,572 0.06 8.08 13.41 7.33 1.66 664.33 -75.02 -57.37 69.83 SELL 1,250 1,360 -8.09% MAPI IJ Equity 13,612 0.24 68.20 23.10 2.97 0.34 25.69 -5.62 3.14 43.97 HOLD 690 820 -15.85% RALS IJ Equity 5,216 0.09 13.00 20.48 2.57 1.58 0.00 -1.52 -15.70 37.08 HOLD 590 735 -19.73% Heavy Equipment

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Equity

RESEARCH TEAM

Phone : +62 21 25543946 (Hunting) Fax : +62 21 57935831 Email : [email protected] Website : www.bnisekuritas.co.id

Damhuri Nasution [email protected] Head of Research Division & Economist Ext. 3993 Kim Kwie Sjamsudin [email protected] Head of Equity Research Department Ext. 3997

(Strategy, Automotive, Cement, Infrastructure)

Ariawan [email protected] Head of Fixed Income Research Dept. Ext. 2098 (Fixed Income Market, Corporate & Government Bond) Andri Zakarias Siregar [email protected] Head of Technical Analysis Research Dept. Ext. 2054

(Market Strategy, Currency, Commodities, Bond & Stocks) Maxi Liesyaputra [email protected] AVP Equity Analyst Ext. 3968

(Cement, Construction, Property, Precast Concrete)

Handri Thiono [email protected] Economist Ext. 2030 Ahmad Hapiz [email protected] Fixed Income Analyst Ext. 3978

(Fixed Income Market, Corporate & Government Bond) William Ardian Siregar [email protected] Equity Analyst Ext. 3986

(Consumer, Retail)

Posmarito Pakpahan [email protected] Equity Analyst Ext. 3981 (Banking, Telecommunication)

Firman Hidayat [email protected] Equity Analyst Ext. 2034 (Automotive, Coal, Metal, Heavy Equipment, Plantation) Erlangga Aditya Guntoro [email protected] Equity Analyst Ext. 2036

(Pharmaceutical, Healthcare, Toll Road)

R. Venia Allani Meissalina [email protected] Research Administrator Ext. 2050 Indah Lestari Permata Herlina [email protected] Research Administrator Ext. 2073

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Equity

EQUITY TEAM

CM : +62 21 25543946 (Hunting) Fax No : +62 21 57935831

Reynard Poernawan ext. 3988 [email protected] Head of Equity Division Anthon Suryasaputra ext. 3973 [email protected] Head of Equity Sales Trading Teguh Hendro Karno ext. 3948 [email protected] Institutional Sales Trader Yulinda ext. 3950 [email protected] Institutional Sales Trader M. Rudi Riyanto ext. 3919 [email protected] Institutional Sales Trader Ardy Fardiansyah ext. 3969 [email protected] Institutional Sales Trader Entis Sutisman ext. 3951 [email protected] AVP Institutional Sales Ika Agustina ext. 2131 [email protected] Equity Sales

Evi nurhafiza ext. 3929 [email protected] Equity Sales

Jufrani Amsal ext. 3957 [email protected] Head of Channel Distribution Division Fahma Riniarti ext. 3917 [email protected] Head of Channel Development P. Sariningsih ext. 3984 [email protected] Head of Branch Supervision

Teuku Hafez ext. 2084 [email protected] Branch Manager Mangga Dua, Jakarta Hapsari ext. 2078 [email protected] Branch Manager Puri Indah, Jakarta Fadjar Harjo Suseno ext. 2111 [email protected] Branch Manager Central Park, Jakarta M. Yasrul ext. 2081 [email protected] Branch Manager Wisma Bumiputera Fahmi Lubis ext. 2079 [email protected] Branch Manager Bandung

Rifaat Annur ext. 2091 [email protected] Branch Manager Yogyakarta Agus Purwanto ext. 2090 [email protected] Branch Manager Solo Achmad Ridwan ext. 2088 [email protected] Branch Manager Surabaya Edith Febriana ext. 2082 [email protected] Branch Manager Malang Ni Nyoman Citasti ext. 2080 [email protected] Branch Manager Denpasar Nirmasari Nasution ext. 2083 [email protected] Branch Manager Medan Ari Magdalena ext. 2086 [email protected] Branch Manager Palembang Rini Wati ext. 2085 [email protected] Branch Manager Pekanbaru Susan J Mengko ext. 2102 [email protected] Branch Manager Manado Melisa ext. 2136 [email protected] Branch Manager Aceh Yuniar Fariza D ext. 2064 [email protected] Branch Manager Banjarmasin

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RESEARCH

Equity

MAIN OFFICE - JAKARTA

PT BNI SEKURITAS

Sudirman Plaza, Indofood Tower 16th_{Floor, Jl. Jend. Sudirman Kav. 76-78} Jakarta 12910, Indonesia

Phone: (62-21) 25543946 (Hunting) Fax: (62-21) 57935831 e-mail: [email protected] (General)

Website: http://www.bnisekuritas.co.id JAKARTA - Mangga Dua

Pertokoan Mangga Dua Blok E4 No. 7 Jl. Mangga Dua Raya, Jakarta Utara Phone: (62-21) 6123804-5,62203890

Fax: (62-21) 6123806 e-mail: [email protected]

JAKARTA - Puri Indah

Komplek Ruko Sentra Niaga Puri Indah Blok T1 No.11-12 Kembangan Selatan Jakarta 11610

Phone: (62-21) 58357464 Fax: (62-21) 58357465 e-mail: [email protected]

JAKARTA - Central Park

Central Park, APL Tower Podomoro City Jl. Letjen S. Parman Kav 28, Tanjung Duren Selatan, Petamburan

Phone: (62-21) 29034215 Fax: (62-21) 29034216 email: [email protected]

JAKARTA - Wisma Bumiputera

Wisma Bumiputera Lt. 18 Jl. Jend. Sudirman Kav. 75 Jakarta 12910

Phone: (62-21) 2523349 Fax: (62-21) 2523350 e-mail: [email protected] BANDUNG Jl. Perintis Kemerdekaan 3 Bandung - 40117 Phone: (62-22) 4213375 Fax: (62-22) 4220604 e-mail: [email protected] YOGYAKARTA

Jl. Laksda Adisucipto 137, Yogyakarta - 55282 Phone: (62-274) 581001-584032

SOLO

Jl. Honggo Wongso No. 24, Surakarta Phone: (62-271) 729667, 730525

SURABAYA

Jl. Gubernur Suryo No. 36, Surabaya Phone: (62-31) 5320912

MALANG

Jl. Buring No. 58, Malang Phone: (62-341) 321214,321213,321430

DENPASAR

Komplek Pertokoan Diponegoro Megah Blok A5-6 Lantai 2 Jl. Diponegoro No. 100, Denpasar - Bali

Phone: (62-361) 264376, 2753389 Fax: (62-361) 229170 e-mail: [email protected]

MEDAN

Jl. Pemuda No. 12, Medan - 20151 Phone: (62-61) 4579616

PALEMBANG

Jl. Jend. Sudirman 132, Palembang - 30126 Phone: (62-711) 361969

PEKANBARU

Jl. Riau, No. 124, Bank BNI Lt. 2, Pekanbaru Phone: (62-761) 46757, 839698

MANADO

BNI KLN Megamas, Lt. 3, Kawasan Mega Mas Blok I C1 Jl. Piere Tendean, No. 20, Manado

ACEH

Kantor Cabang BNI Banda Aceh Lt.2 Jl. KH. Ahmad Dahlan No. 111, Banda Aceh

Phone: (62-651) 31109 Fax: (62-651) 31107

BANJARMASIN

Gd. Bank BNI Antasari Lt. 2 Jl. Pangeran Antasari No. 44 RT 008, Banjarmasin

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