L A P O R A N H A R I A N RESEARCH PERKIRAAN PASAR HARI INI PERKEMBANGAN INDUSTRI / PERUSAHAAN. Rabu, 24 Agustus IHSG Berpotensi Menguat

(1)

Rabu, 24 Agustus 2016

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

Daily Report dapat dilihat di website BNI Securities : www.bnisecurities.co.id

RESEARCH

_{PERKIRAAN PASAR HARI INI}

IHSG Berpotensi Menguat

Indeks global bergerak rebound. Dow ditutup +0.1% ke

level 18,547, S&P500 naik +0.2% ke level 2,186 diikuti

Nasdaq yang juga menguat +0.3% ke level 5,260. Indeks

penjualan rumah baru US mencatatkan kenaikan yang

signifikan dari 592 ribu pada periode sebelumnya

menjadi 654 ribu Juli 2016 didukung oleh promosi diskon

harga. Pada bursa Eropa, indeks juga turut mencatatkan

penutupan positif dengan rata-rata kenaikan hampir

mencapai 1% didukung oleh data perekonomian Eropa

yang menguat. Selain itu, efek Brexit yang belum

menunjukkan

dampak

yang

signifikan

terhadap

perekonomian turut menjadi sentimen. Untuk IHSG

Selasa, indeks kembali melemah sepanjang perdagangan

dengan penutupan turun sebesar -0.2% pada level 5,417

dengan net sell asing sebesar Rp163 miliar. Pelemahan

terbesar terjadi pada sektor aneka industri yang turun

-2.3% sementara penguatan terbesar terjadi pada sektor

konsumsi yang menguat sebesar +0.8%. Pada penutupan

IHSG kemarin, nilai tukar US Dollar terhadap IDR sempat

menguat hingga menyentuh posisi IDR 13,186 per USD.

IHSG pada hari ini kami perkirakan berpotensi untuk

menguat mengikuti pergerakan global serta akumulasi

sektor-sektor yang telah turun dari awal pekan. Meski

demikian, antisipasi fluktuasi seiring lonjakan harga

minyak

dunia

akibat

efek

Iran

yang

bersedia

membekukan produksi demi mendongkrak harga. USD

juga masih menguat terhadap sebagian mata uang asing

seiring ekspektasi pemulihan ekonomi US. Indeks hari ini

diperkirakan akan bergerak pada rentang 5.380 - 5.450

dengan saham pilihan BBCA, ICBP, ASII, BSDE, PTPP,

ADRO, INAF, TLKM.

Analyst: Dessy Lapagu (dessy@bnisecurities.co.id)

PERKEMBANGAN INDUSTRI / PERUSAHAAN



PT PP (PTPP) Akan Laksanakan Rights Issue. BUY.

Analyst: Maxi Liesyaputra.

Penutupan Perubahan %Prb %Ytd P/E

Americas INDU Index SPX Index CCMP Index IBOV Index EMEA UKX Index CAC Index RTSSTD Index IBEX Index FTSEMIB Index AEX Index SMI Index Asia / Pacific NKY Index HSI Index SHCOMP Index TWSE Index KOSPI Index JCI Index SET Index PCOMP Index SENSEX Index FSSTI Index 18,547.30 17.88 0.10 6.44 17.86 2,186.90 4.26 0.20 6.99 20.50 5,260.08 15.475 0.30 5.05 38.95 58,020.04 238.8 0.41 33.84 158.48 6,868.51 39.97 0.59 10.03 56.93 4,421.45 31.51 0.72 (4.65) 22.60 12,967.82 66.01 0.51 11.43 7.54 8,580.90 112.9 1.33 (10.09) 21.32 16,778.05 408.91 2.50 (21.67) 3.88 452.18 4.55 1.02 2.34 44.32 8,201.61 43.76 0.54 (6.99) 28.79 16,638.89 141.53 0.86 (12.58) 20.67 22,998.93 1.02 0.00 4.95 11.95 3,089.71 4.901 0.16 (12.70) 17.28 9,030.93 49.12 0.55 8.31 16.50 2,048.84 -1.09 -0.05 4.46 16.57 5,417.14 -10.035 -0.18 17.94 27.45 1,540.06 0.82 0.05 19.57 20.52 7,935.18 -46.03 -0.58 14.14 22.42 27,990.21 4.67 0.02 7.17 20.64 2,850.43 9.24 0.33 (1.12) 12.21

Deskripsi Terakhir Sebelumnya %Prb

Kapitalisasi Pasar (IDR Triliun) 5,832.93 5,844.24 -0.19 Volume Transaksi (Juta Saham) 5,934.00 6,479.05 -8.41 Nilai Transaksi (IDR Juta) 6,014.00 5,094.97 18.04 Nilai/ saham (IDR) 1,013.48 786.38 28.88 Net Asing (IDR Juta) (163,179.00) 285,814.75 -157.09

Komoditas Terakhir Sebelumnya %Prb

Nikel/Nickel (US$/Ton) 10,265.00 10,265.00 0.00 Tembaga/Copper (US$/Ton) 4,710.00 4,748.50 -0.81 Timah/Tins (US$/Ton) 18,700.00 18,540.00 0.86 Minyak/Oil (US$/BBL) (*) 47.65 47.05 1.28 Gas (US$/MMBTU) 2.37 2.36 0.39 Batu Bara/Coal (US$/Ton) (**) 67.10 68.15 -1.54 Emas/Gold (USD/OZ) 1,337.29 1,337.57 -0.02 CPO PALMROTT(USD/ton) 700.00 690.00 1.45 CPO MALAYSIA(RM/ton) 2,817.50 2,860.00 -1.49 (*) WTI Cushing

(**) McCloskey Newscatle

ADR Stocks Bloomberg Terakhir % Konversi Terakhir (Rp)

(US$) Prb (Rp)

Saham Kode Last (US$) %Change Conv (Rp) Last (Rp)

Telkom TLK US 63.01 0.21 20,802.28 4,220.00

Saham Pilihan Hari Ini Rekomendasi TP (Rp)

Property and Real Estate Sector NEUTRAL

-Infrastructure Sector OVERWEIGHT

-Cement Sector NEUTRAL

-Banking Sector NEUTRAL

-Telecommunication Sector OVERWEIGHT

-Tower (Telecommunication) Sector OVERWEIGHT

-Oil & Gas Sector OVERWEIGHT

-Metal Mining Sector NEUTRAL

-Coal Mining Sector NEUTRAL

-Palm Oil Sector NEUTRAL

-Consumer Sector - FMCG NEUTRAL

-Consumer Sector - Cigarette NEUTRAL

-Pharmaceutical Sector OVERWEIGHT

-Healthcare Sector OVERWEIGHT

-Transportation Sector NEUTRAL

-Automotive Sector NEUTRAL

-Poultry Sector NEUTRAL

-Crops Sector OVERWEIGHT

-Fishery Sector OVERWEIGHT

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Rabu, 24 Agustus 2016

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

Daily Report dapat dilihat di website BNI Securities : www.bnisecurities.co.id

RESEARCH

RINGKASAN BERITA



PT Aneka Gas Industri Tbk mengincar angka penjualan hingga akhir

tahun ini dapat menembus Rp1,8 triliun. Sementara hingga paruh

pertama tahun ini, penjualan perseroan sudah mencapai sekitar Rp800

miliar.



PT Bank Mandiri Tbk (BMRI) kembali akan melakukan penawaran

umum obligasi berkelanjutan I tahun 2016 dengan target dana yang

akan dihimpun sebesar Rp14 triliun.



PT XL Axiata Tbk (EXCL) masih mencatatkan kinerja yang cukup

positif sampai dengan kuartal II tahun ini. Hal ini terlihat dari laba

yang berhasil dibukukan oleh perseroan.



PT Bukit Asam (Persero) Tbk (PTBA) menyampaikan, pihaknya

berkomitmen untuk mengakuisisi 24% saham Ignite Resource Energy

Ltd. Diharapkan, proses akuisisi ini akan selesai pada tahun ini juga.



PT PP (Persero) Tbk (PTPP) menggelar Rapat Umum Pemegang

Saham Luar Biasa (RUPSLB), yang memutuskan untuk melakukan

peningkatan modal disetor melalui Penawaran Umum Terbatas I (PUT

I) dengan penerbitan Hak Memesan Efek Terlebih Dahulu (HMETD)

atau rights issue.



PT Pelayaran Tempuran Mas Tbk (TMAS) mencatat pertumbuhan

penjualan sebesar 5,34% pada semester I/2016. Perseroan mencatat

penjualan dan pendapatan usaha senilai Rp833,94 miliar. Perolehan

tersebut tumbuh 5,34% dibandingkan dengan periode yang sama

tahun lalu.



Sepanjang semester I/2016, PT Tiga Pilar Sejahtera Food Tbk (AISA)

menorehkan pertumbuhan laba bersih sekitar 30,62%. Perseroan

berhasil mengumpulkan laba yang dapat diatribusikan kepada pemilik

entitas induk senilai Rp255,96 miliar. Perolehan tersebut naik 30,62%

dibandingkan dengan laba di periode yang sama 2015 yakni senilai

Rp195,96 miliar.



PT Agung Podomoro Land Tbk (APLN) berencana melepas dua aset

hotel lewat skema dana investasi real estat dengan nilai ditaksir Rp3,2

triliun. Aset hotel yang akan dijual ke manajer investasi adalah Pullman

Hotel Jakarta Central Park dan Sofitel Nusa Dua Resort.

(Sumber : www.iqplus.info)

No

Stock

Top Value (IDR)

1 ASII IJ

643,205,400,000

2 TLKM IJ

563,447,600,000

3 BBRI IJ

430,426,600,000

4 BMRI IJ

301,605,400,000

5 BBCA IJ

234,870,800,000

No

Stock

Top Volume (Shares)

1 BEKS IJ

941,504,000.00

2 MYRX IJ

924,117,800.00

3 BKSL IJ

213,281,600.00

4 TMPO IJ

137,912,600.00

5 KIJA IJ

136,177,800.00

No

Top Gainers

% change

1 PICO IJ

34.05

2 NISP IJ

23.53

3 AKKU IJ

18.56

4 ASSA IJ

14.59

5 PLAS IJ

13.19 No

Top Losers

% change

1 MITI IJ

-9.9

2 EXCL IJ

-9.89

3 BEKS IJ

-9.88

4 MSKY IJ

-9.84

5 SUGI IJ

-9.52

No Leading Movers

% change

1 TLKM IJ

1.44

2 NISP IJ

23.53

3 KLBF IJ

5.52

4 HMSP IJ

0.75

5 MIKA IJ

4.60 No Lagging Movers

% change

1 ASII IJ

-2.41

2 BBRI IJ

-2.53

3 EXCL IJ

-9.89

4 BMRI IJ

-0.88

5 SMGR IJ

-3.36

1,590 4,270 6,950 9,630 12,310 14,990 3,000 3,500 4,000 4,500 5,000 5,500 6,000

1-Jan 11-Mar 20-May 29-Jul 7-Oct 16-Dec 24-Feb 5-May 14-Jul

(3)

Rabu, 24 Agustus 2016

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

Daily Report dapat dilihat di website BNI Securities : www.bnisecurities.co.id

RESEARCH

PERKEMBANGAN INDUSTRI / PERUSAHAAN

PT PP (PTPP) Akan Laksanakan Rights Issue

Berita:

RUPSLB PTPP kemarin menyetujui rencana penambahan modal dengan hak memesan efek terlebih dahulu (HMETD) atau

rights issue senilai Rp 4,,41 triliun, yang terdiri atas penyertaan modal negara (PMN) senilai Rp 2,25 triliun dan porsi investor

publik Rp 2,16 triliun. Dana hasil rights issue akan digunakan untuk pengembangan kawasan industri, pelabuhan,

pembangunan jalan tol, pembangkit listrik serta hunian untuk masyarakat berpenghasilan rendah. Selain itu PTPP menjajaki

penggalangan dana eksternal melalui penerbitan perpetual capital securities atau surat utang berbunga abadi. Surat utang ini

memiliki tingkat bunga dan pembayaran secara berkala tanpa batas waktu. Nilai emisi ditargetkan antara Rp 8 – 15 triliun

sampai tahun 2020.

Pandangan Analis:

Rencana rights issue PTPP akan memperkuat ekuitas perseroan dengan sangat signifikan melalui perolehan dana Rp 4,41

triliun. Per Juni 2016 ekuitas perseroan mencapai Rp 4,65 triliun. Penambahan modal dalam jumlah yang sangat besar tersebut

akan menambah kemampuan perseroan dalam mengerjakan proyek dengan skala yang lebih besar serta memberikan ruang

yang lebih banyak untuk pendanaan eksternal. Hal tersebut sejalan dengan upaya pemerintah untuk terus meningkatkan

pembangunan infrastruktur di Indonesia yang saat ini masih sangat perlu untuk terus dikembangkan. PTPP diperdagangkan

pada PER dan PBV 2016 masing-masing 24,8x dan 2,4x. Target harga saham PTPP adalah Rp5.500. Rekomendasi: BUY.

(4)

Rabu, 24 Agustus 2016

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

RESEARCH

TARGET HARGA SAHAM

Market EPS Growth PER PBV PEG DER (x) ROE (%) Total Return % of Free Rec TP (Rp/share) Capitalization (Bn) 1 Year FY16F FY16F Ratio 1 Year (Current) Float Shares 2016 2016

Banking

BBCA IJ Equity 318,666 9.27 18.71 3.87 2.72 9.77 20.46 -4.37 50.84 BUY 14,300

BBNI IJ Equity 91,565 -15.74 11.26 1.56 6.50 47.50 13.35 -6.15 40.00 NOT RATED

-BBRI IJ Equity 252,242 4.98 11.63 2.61 2.13 60.64 24.47 0.35 43.25 BUY 12,200

BMRI IJ Equity 210,000 2.33 10.76 1.88 2.38 48.30 17.35 -8.64 40.00 BUY 11,400

BBTN IJ Equity 17,844 62.04 8.20 1.10 0.28 173.70 14.49 43.89 39.97 HOLD 1,800

BJBR IJ Equity 10,375 23.38 6.20 1.10 n.a. 120.27 20.44 32.82 25.00 BUY 990

BJTM IJ Equity 6,713 -5.81 5.74 1.03 n.a. 21.34 15.33 3.44 20.00 BUY 510

Average 129,629 11.49 10.36 1.88 2.80 68.79 17.98 8.76

Cement

INTP IJ Equity 59,452 -17.65 21.30 3.00 n.a. 0.51 16.50 -20.54 35.97 BUY 19,200

SMGR IJ Equity 52,049 -18.68 11.00 1.80 1.90 14.58 16.57 -24.60 48.99 BUY 12,250

SMBR IJ Equity 5,952 5.88 13.76 0.87 n.a. 0.00 12.58 95.48 23.76 HOLD 334

SMCB IJ Equity 7,893 n.a. 29.07 2.18 n.a. 70.63 2.42 -31.29 19.36 HOLD 1,020

Average 31,336 -10.15 18.78 1.96 1.90 21.43 12.02 4.76

Telecommunication

TLKM IJ Equity 391,104 6.51 17.57 4.02 1.27 35.66 21.50 34.42 48.80 HOLD 3,900

ISAT IJ Equity 34,913 34.77 131.40 2.33 n.a. 138.43 -4.93 60.63 20.71 BUY 7,100

EXCL IJ Equity 39,973 96.84 157.23 2.36 0.58 197.65 6.55 1.11 46.91 BUY 4,480

Average 155,330 46.04 102.07 2.90 0.92 123.91 7.71 32.05

Transportation

GIAA IJ Equity 12,210 n.a. 9.10 0.87 n.a. 142.56 7.30 5.62 14.86 BUY 525

BIRD IJ Equity 10,184 -2.08 15.00 3.48 n.a. 45.50 21.13 -48.29 15.05 HOLD 7,800

TAXI IJ Equity 333 -72.84 2.80 0.29 n.a. 174.03 0.23 -83.94 49.00 SELL 160

SOCI IJ Equity 2,979 -14.71 7.46 0.98 n.a. 67.94 15.86 -26.61 15.00 BUY 650

WINS IJ Equity 977 n.a. 6.95 0.58 n.a. 47.37 -2.66 -28.57 42.19 HOLD 225

Average 5,336 -29.87 8.26 1.24 #DIV/0! 95.48 8.37 -36.36

Automotive

ASII IJ Equity 273,264 -24.68 16.68 1.91 1.31 55.83 13.25 0.01 49.85 HOLD 7,000

IMAS IJ Equity 3,941 63.82 42.83 1.32 n.a. 224.34 -0.69 -56.90 10.34 HOLD 3,000

Average 138,602 19.57 29.75 1.61 1.31 140.09 6.28 -28.45

Market EPS Growth PER PBV PEG DER (x) ROE (%) Total Return % of Free Rec TP (Rp/share) Capitalization (Bn) 1 Year FY16F FY16F Ratio 1 Year (Current) Float Shares 2016 2016

Construction

WIKA IJ Equity 18,079 2.78 23.90 3.79 0.88 64.55 15.10 12.42 34.87 HOLD 3,180

ADHI IJ Equity 9,757 30.85 10.77 1.98 0.63 55.57 13.53 55.22 74.20 BUY 2,645

PTPP IJ Equity 18,595 39.09 24.56 6.19 0.84 64.79 21.37 6.44 46.48 BUY 4,420

WSKT IJ Equity 34,204 78.26 23.60 3.30 0.69 79.82 18.86 59.37 33.96 BUY 3,150

TOTL IJ Equity 2,677 15.78 15.56 3.23 0.95 4.57 23.71 -2.88 33.68 BUY 840

WTON IJ Equity 8,105 -47.28 25.05 3.90 0.54 20.00 8.00 -7.41 30.39 BUY 1,090

Average 15,236 19.91 20.57 3.73 0.75 48.22 16.76 20.53

Infrastructure

PGAS IJ Equity 56,483 -33.33 12.48 2.54 n.a. 89.61 12.84 -44.00 43.03 HOLD 3,000

JSMR IJ Equity 35,020 3.14 21.30 3.00 1.16 129.01 15.58 -5.61 30.00 BUY 6,800

Average 45,751 -15.10 16.89 2.77 1.16 109.31 14.21 -24.81

Oil & Gas

MEDC IJ Equity 4,715 n.a. 1048.86 122.06 n.a. 225.23 -23.90 -47.57 49.00 BUY 1,550

ELSA IJ Equity 3,649 -11.84 17.48 1.37 n.a. 28.07 15.21 4.03 41.08 NOT RATED

RUIS IJ Equity 193 -26.35 5.17 0.66 n.a. 162.70 12.86 17.49 49.82 NOT RATED

-ENRG IJ Equity 2,455 -78.83 8.44 0.46 n.a. 57.53 -5.56 -12.28 100.00 HOLD 120

Average 2,753 -39.01 269.99 31.14 #DIV/0! 118.38 -0.35 -9.58

Property

ASRI IJ Equity 9,746 -45.64 7.92 1.59 n.a. 111.59 12.01 -17.66 48.52 HOLD 380

APLN IJ Equity 5,412 -0.22 7.65 1.06 n.a. 69.60 12.24 -30.00 27.09 HOLD 300

BKSL IJ Equity 3,108 -15.29 12.14 0.53 n.a. 14.83 1.46 -8.79 65.67 HOLD 90

BSDE IJ Equity 41,573 -46.76 17.60 2.00 1.27 35.86 8.69 19.99 37.90 HOLD 2,225

CTRA IJ Equity 22,689 -2.13 14.19 2.56 n.a. 40.44 14.84 14.08 69.37 HOLD 980

CTRP IJ Equity 4,035 -15.44 6.57 0.93 n.a. 60.61 7.31 15.83 43.72 HOLD 470

CTRS IJ Equity 5,252 15.66 9.20 1.83 n.a. 18.73 18.66 2.30 37.34 BUY 2,850

BEST IJ Equity 2,585 -45.93 8.18 1.22 n.a. 46.78 8.53 -35.47 41.79 BUY 438

SSIA IJ Equity 2,964 -27.70 9.68 1.59 n.a. 42.09 24.13 -36.05 68.76 BUY 780

MDLN IJ Equity 5,464 23.65 9.27 1.20 n.a. 75.00 12.97 -17.74 65.22 HOLD 450

PWON IJ Equity 29,618 -49.84 10.11 2.96 1.03 51.91 20.70 39.46 47.80 BUY 545

LPKR IJ Equity 24,924 -79.06 15.10 1.65 n.a. 65.37 2.50 -12.51 94.75 HOLD 1,320

SMRA IJ Equity 25,463 -38.26 18.15 3.97 1.62 82.31 10.79 5.12 67.69 BUY 1,830

KIJA IJ Equity 5,827 -14.79 7.10 0.97 n.a. 70.50 8.51 7.61 74.12 BUY 280

(5)

Rabu, 24 Agustus 2016

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

Daily Report dapat dilihat di website BNI Securities : www.bnisecurities.co.id

RESEARCH

TARGET HARGA SAHAM

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

Capitalization (Bn) 1 Year FY16F FY16F Ratio 1 Year (Current) Float Shares 2016 2016

Agriculture

AALI IJ Equity 27,475 -75.28 68.93 2.75 1.13 66.10 7.56 -34.18 34.80 BUY 17,600

BWPT IJ Equity 6,746 n.a. 15.45 0.02 1.07 135.78 -3.87 -49.16 34.46 BUY 220

LSIP IJ Equity 9,245 -32.09 13.68 1.26 n.a. 0.00 7.16 -14.04 40.41 BUY 1,700

SGRO IJ Equity 3,686 -27.22 9.76 0.77 n.a. 81.16 8.13 12.86 27.22 HOLD 1,540

SIMP IJ Equity 6,896 -69.64 47.31 0.37 2.27 52.85 2.04 -27.12 21.45 HOLD 450

Average 10,810 -51.06 31.03 1.03 1.49 67.18 4.20 -22.33

Metal

ANTM IJ Equity 17,663 -83.16 14.73 0.50 n.a. 55.20 -7.96 25.90 35.00 HOLD 420

INCO IJ Equity 17,190 -70.59 11.55 0.64 n.a. 7.97 0.55 -36.48 20.49 HOLD 1,850

TINS IJ Equity 5,176 -84.44 232.16 0.74 n.a. 39.37 2.06 -3.65 35.00 BUY 810

Average 13,343 -79.40 86.15 0.63 #DIV/0! 34.18 -1.78 -4.74

Mining

ADRO IJ Equity 27,188 -14.21 11.56 0.39 n.a. 46.74 5.32 11.98 42.89 BUY 1,090

HRUM IJ Equity 2,176 n.a. - 0.43 n.a. 0.00 -7.01 -26.70 27.64 HOLD 810

ITMG IJ Equity 10,000 -66.67 7.42 0.73 n.a. 0.00 5.63 -29.06 29.07 BUY 9,800

PTBA IJ Equity 17,915 9.93 8.59 1.36 16.30 21.77 22.99 -5.30 28.74 BUY 8,800

Average 14,320 -23.65 6.89 0.73 16.30 17.13 6.73 -12.27

Consumer

UNVR IJ Equity 331,524 -1.29 35.74 39.20 4.78 35.22 91.56 9.75 15.01 BUY 43,500

INDF IJ Equity 61,902 -19.52 19.01 2.74 1.59 64.02 11.70 8.14 49.92 BUY 7,700

ICBP IJ Equity 100,730 13.44 31.60 5.19 1.72 17.51 20.41 39.07 19.47 BUY 16,700

MYOR IJ Equity 35,506 202.44 23.89 7.18 0.81 68.50 26.23 61.38 66.93 BUY 32,000

AISA IJ Equity 4,619 -9.11 22.00 3.10 n.a. 96.09 9.68 -23.94 47.12 BUY 2,150

ROTI IJ Equity 7,491 43.45 48.81 7.94 0.93 83.67 25.17 29.76 30.63 BUY 1,450

GGRM IJ Equity 129,828 19.04 21.58 2.98 1.22 54.10 18.51 51.34 23.53 HOLD 68,000

Average 95,943 35.49 28.95 9.76 1.84 59.87 29.04 25.07

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

Capitalization (Bn) 1 Year FY16F FY16F Ratio 1 Year (Current) Float Shares 2016 2016

Pharmaceutical

KLBF IJ Equity 65,391 -2.99 32.65 8.65 3.77 3.65 19.47 -16.73 43.35 BUY 1,700

KAEF IJ Equity 6,526 -2.76 21.16 2.82 n.a. 17.44 12.25 19.43 9.97 BUY 1,370

Average 35,958 -2.88 26.90 5.74 3.77 10.54 15.86 1.35

Healthcare

SILO IJ Equity 12,515 -2.01 237.09 9.95 n.a. 1.88 4.42 -25.17 29.18 BUY 16,400

MIKA IJ Equity 39,869 2.63 70.45 20.90 n.a. 0.00 23.12 11.39 18.00 BUY 2,800

Average 26,192 0.31 153.77 15.43 #DIV/0! 0.94 13.77 -6.89

Poultry

CPIN IJ Equity 59,525 4.67 17.60 4.47 n.a. 65.79 17.54 30.16 44.47 BUY 4,075

JPFA IJ Equity 11,673 37.50 14.30 1.42 0.26 111.70 18.36 105.51 42.16 BUY 950

MAIN IJ Equity 3,638 29.17 19.71 2.93 n.a. 126.08 3.74 -6.61 42.91 UNDER REVIEW

-Average 24,945 23.78 17.20 2.94 0.26 101.19 13.21 43.02

Crops

BISI IJ Equity 5,205 60.00 19.90 2.67 n.a. 0.00 15.86 7.16 45.92 BUY 1,800

Fishery

DPUM IJ Equity 4,718 n.a. 54.84 4.19 n.a. 19.83 12.30 n.a. 99.85 BUY 1,500

Retail

RALS IJ Equity 6,954 -4.95 28.32 3.10 n.a. 0.00 10.10 47.19 40.46 HOLD 830

MAPI IJ Equity 6,922 -52.08 26.60 4.26 0.51 122.89 1.49 -25.89 44.00 HOLD 4,780

Average 6,938 -28.52 27.46 3.68 0.51 61.45 5.79 10.65

Wholesaler

MPMX IJ Equity 2,008 -41.96 4.20 0.32 n.a. 132.80 5.18 -25.46 27.58 BUY 585

Towers

TOWR IJ Equity 42,342 253.66 30.43 8.30 0.76 128.96 47.88 3.75 67.28 HOLD 4,500

TBIG IJ Equity 31,537 105.87 23.93 8.10 1.17 1,161.70 63.30 -29.01 47.82 SELL 6,350

Average 36,940 179.76 27.18 8.20 0.96 645.33 55.59 -12.63

Heavy Equipment

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

RESEARCH

RESEARCH TEAM

Phone

: +62 21 25543946 (Hunting)

Fax

: +62 21 57935831

Email

: research@bnisecurities.co.id

Website

: www.bnisecurities.co.id

Norico Gaman

Maxi Liesyaputra

Ariawan

Andri Zakarias Siregar

(Head of Research Division)

(Head of Equity

(Head of Fixed Income

(Head of Technical Analysis

norico@bnisecurities.co.id

Research Department)

Ext: 3934

maxi@bnisecurities.co.id

ariawan@bnisecurities.co.id

andri.zakarias@bnisecurities.co.id

Investment Strategy

Ext: 3968

Ext: 2098

Ext: 2054

Construction, Property,

Fixed Income Market,

Market Strategy, Currency

Infrastructure, Cement

Corporate & Government Bond Commodities, Bond & Stocks

Heru Irvansyah

Yasmin Soulisa

Richard Jerry

Ankga Adiwirasta

(Economist)

(Equity Analyst)

heru@bnisecurities.co.id

yasmin@bnisecurities.co.id

richard@bnisecurities.co.id

ankga.adiwirasta@bnisecurities.co.id

Ext: 2030

Ext: 3987

Ext: 2032

Ext: 3986

Macroeconomic and

Plantation, Coal Mining,

Telecommunication, Banking,

Consumer Goods, Pharmaceutical,

Financial Market

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Dessy Lapagu

Thennesia Debora

R. Venia Allani Meissalina

Indah Lestari Permata Herlina

(Equity Analyst)

(Research Assistant)

dessy@bnisecurities.co.id

thennesia@bnisecurities.co.id

venia.allani@bnisecurities.co.id indah.lestari@bnisecurities.co.id

Ext: 2051

Ext: 2123

Ext: 2050

Ext: 2073

Poultry, Crops, Fishing, Retail

Transportation, Automotive,

Data Administrator

Heavy Equipment

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Rabu, 24 Agustus 2016

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

Daily Report dapat dilihat di website BNI Securities : www.bnisecurities.co.id

RESEARCH

EQUITY TEAM

CM

: +62 21 25543946 (Hunting)

Fax No

: +62 21 57935831

Sukanto

ext. 3997

sukanto@bnisecurities.co.id

Equity Division Head

Jufrani Amsal

ext. 3957

amsal@bnisecurities.co.id

Channel Distribution Division Head

Entis Sutisman

ext. 3945

entis@bnisecurities.co.id

Head of Equity Business Department

Fian Pusparini

ext. 3958

fian@bnisecurities.co.id

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Yulinda

ext. 3950

yulinda@bnisecurities.co.id

Institutional Sales

Teguh Hendro

ext. 3948

teguh@bnisecurities.co.id

Institutional Sales

Danovan Yazir

ext. 3929

danovan@bnisecurities.co.id

Institutional Sales

Dharmawan P.

ext. 3916

prasetyo@bnisecurities.co.id

Institutional Sales

Fachrial Bayu

ext. 3966

fachrial@bnisecurities.co.id

Institutional Sales

Jericho Biere

ext. 3932

jericho@bnisecurities.co.id

Institutional Sales

Dini Desita

ext. 3981

dinidesita@bnisecurities.co.id

Client Relation

Putri Erinasari

ext. 3920

putri.erinasari@bnisecurities.co.id Client Relation

Anindyah Nurahmah ext. 2140

anindyah@bnisecurities.co.id

Client Relation

Iffa Rizqi Izzata

ext. 3931 iffa@bnisecurities.co.id Client Relation

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Rabu, 24 Agustus 2016

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

RESEARCH

MAIN OFFICE - JAKARTA

PT BNI SECURITIES

Sudirman Plaza, Indofood Tower 16th Floor

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Phone: (62-21) 25543946 (Hunting)

Fax: (62-21) 57935831

e-mail: bnisec@bnisecurities.co.id (General)

Website: http://www.bnisecurities.co.id

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Phone: (62-21) 25543946 Fax: (62-21) 57935831 e-mail: wisma46@bnisecurities.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: manggadua@bnisecurities.co.id

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Fax: (62-21) 58357465 e-mail: bnispuri@bnisecurities.co.id

JAKARTA - Central Park Central Park, Office Tower Podomoro City

Jl. Letjen S. Parman Kav 28, Tanjung Duren Selatan, Grogol Petamburan Phone: (62-21) 29034215 Fax: (62-21) 29034216 email: centralpark@bnisecurities.co.id BANDUNG Jl. Perintis Kemerdekaan 3 Bandung - 40117 Phone: (62-22) 4213375 Fax: (62-22) 4220604 e-mail: bnisbpk@bnisecurities.co.id YOGYAKARTA

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Fax: (62-274) 584023 e-mail: jogja@bnisecurities.co.id

SOLO

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Phone: (62-31) 5320912 Fax: (62-31) 5318425 e-mail: surabaya@bnisecurities.co.id

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

Fax: (62-341) 356876 e-mail: malang@bnisecurities.co.id

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: denpasar@bnisecurities.co.id

MEDAN

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

Fax: (62-61) 4579656 e-mail: medan@bnisecurities.co.id

PALEMBANG

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

Fax: (62-711) 319663 e-mail: plb@bnisecurities.co.id

PEKANBARU Jl. Riau, No. 124, Lt. 2, Pekanbaru

Phone: (62-761) 46757, 839698 Fax: (62-761) 856279 e-mail: pekanbaru@bnisecurities.co.id

MANADO

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

Phone: (62-431) 847256 Fax: (62-24) 847256 e-mail: manado@bnisecurities.co.id

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

Phone: (62-511) 3253735 Fax: (62-651) 3253754 e-mail: banjarmasin@bnisecurities.co.id

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