Semua Saham BEI (IDX)

14 Dec 2018 16:28 (1 hari 14 jam lalu) - ADRO berpeluang memulai rebound nya dengan membentuk pola bullish double bottoms. Pola ini menandakan bahwa jika ADRO mampu menguat di atas resisten 1345, ADRO berpeluang terus menguat menutup resisten gap di 1450-1480. Indicator teknikal MACD yang lebih dahulu golden cross mendukung potensi uptrend ADRO. Rekomendasi: Speculative buy kalau naik di atas 1345, target 1450-1480.

14 Dec 2018 09:33 (1 hari 20 jam lalu) - Download PDF Plantation sector: Chairman of Association of Indonesian Bio-Fuel Producers (Aprobi), Master Tumanggor sees that lower trade tension between US and China will potentially lift China's soybean import from The US and might be negative for Indonesia's palm oil export to China. Nonetheless, he noted that reduced trade tension between the two countries had been positive for palm oil price. We note that palm oil price for Feb'19 delivery had reached MYR2,046 per ton while the price for delivery in Mar'19 stood at MYR2,127 per ton. (Bisnis Indonesia) Comment: Potential lower demand from China will be offset by increasing demand from In ...

14 Dec 2018 09:27 (1 hari 21 jam lalu) - Download PDF XL Axiata (EXCL IJ; Rp1,945; Buy)'s home broadband cooperates with Indian film entertainment company, Eros International PLC ( EROS ). EROS, a lobal company in Indian film entertainment, announced that "Eros Now", Eros' digital over-the-top (OTT) South Asian entertainment platform, has partnered with XL Home. XL Home is home broadband service backed with fiber optic. Erox Now's library includes over than 11K films, original show, and music videos. Through this cooperation, consumer can access home entertainment with fibre optic internet (month and annual subscription price is Rp26K and Rp260K respectively). (Street Insider). Co ...

14 Dec 2018 09:25 (1 hari 21 jam lalu) - Download PDF Puradelta Lestari (DMAS IJ; Rp163; Buy) reportedly will soon sell 100ha on industrial land by the end of December. Based on the news gathered by Kontan, the buyers for the 100ha land were Alibaba (30-40ha), Asia's biggest automotive player (40ha), and couple of smaller companies (10ha each). DMAS management has confirmed the potential land sales, however DMAS has not yet willing to confirm the buyers identity. (Kontan). Comment: We are positive towards the news as the sales would be DMAS ' revenue contributors in 2019 and possibly 2020 as the land will be sold in big chunk. Assuming flat ASP of Rp1.6-Rp1.7mn/sqm, the sales w ...

14 Dec 2018 07:00 (1 hari 23 jam lalu) - ADHI: Realisasi kontrak baru mencapai 92% dari target ADHI berhasil mengantongi kontrak baru senilai Rp21.5T sampai dengan Nov 18 dimana ini setara dengan 92.3% dari target. Kontrak baru yang didapatkan adalah pembangunan jalan tol Aceh – Sigli, revitalisasi Terminal 2 Bandara Soekarno Hatta dan pembangunan dermaga Patimban. Saat ini ADHI masih menunggu hasil tender senilai Rp2T sehingga ada kemungkinan pencapaian kontrak baru akan diatas target yang sebesar Rp23.3T. (aks) Sumber: Bisnis Indonesia Pendapat kami: Pencapaian kontrak baru ini menjadi sentimen positif tambahan bagi ADHI mengingat baru-baru ini ADHI telah menerima pembayaran ke ...

13 Dec 2018 23:16 (2 hari 7 jam lalu) - Melanjutkan analisa beli saham JSMR saat harga break out dari level 4.020 pada 2 pekan lalu dalam rekomendasi: “JSMR: TENDENCYTO REBOUND”. Saat ini JSMR telah memberikan potensial gain sekitar 14% dan profit tersebut masih berpeluang untuk terus berlanjut. Selamat bagi member kami yang telah membeli saham ini sesuai arahan di grup WA premium. Happy Profit! JSMR membentuk pola bullish flag dan bersiap melanjutkan penguatannya Setelah berhasil rebound, saat ini JSMR sedang berkonsolidasi membentuk pola bullish flag pattern dikisaran area MA 200-nya. Kemampuan saham ini untuk bertahan diatas garis MA 200 dan kembali melanjutkan penguatannya den ...

13 Dec 2018 16:49 (2 hari 13 jam lalu) - LSIP berpeluang melanjutkan uptrendnya dengan membentuk pola bullish inverted head and shoulders. Pola ini menandakan bahwa jika LSIP mampu menembus resisten 1400, LSIP akan berpeluang melanjutkan kenaikannya Rekomendasi: Buy kalau LSIP naik di atas 1400 target pertama di 1580-1600.

13 Dec 2018 09:52 (2 hari 20 jam lalu) - BPD Jatim(BJTM IJ) A sound dividend play   We maintain our BUY call on BJTM with a higher GGM-derived TP of IDR850 (implying 1.4x 2019F P/BV) as we roll over the valuation to next year. We like the bank for its strong foothold in East Java’s civil servants salary-based lending segment with a lower risk weight. CAR will remain high at 24.2% with 9.3% loans growth expected next year. Yet, NIM is expected to dip to 7.6% on the back of lower asset yields coming from lower rates on salary-based loans. The dividend payout ratio will remain enticing, however, especially in view of its status as a regional bank and its ample capital. We assume a ...

13 Dec 2018 09:48 (2 hari 20 jam lalu) - Sido Muncul (SIDO IJ) Healthy growth ahead   Sido Muncul is on track to book solid earnings growth in FY18-20F given: (1) additional production capacity and (2) the full commercialization of its expanded extraction plant which will support higher margins. The plan to improve distribution and penetrate export markets will also drive growth. Maintain BUY with a TP of IDR1,000.   Strong 11M18 sales; on track to achieve 9.2% yoy FY18F revenues growth. In a recent conversation with the company we learnt that the new factory in Semarang - which will provide additional capacity of 100mn sachets/month - is on track to commence operations by the ...

13 Dec 2018 09:47 (2 hari 20 jam lalu) - FROM EQUITY RESEARCH BPD Jatim:   A sound dividend play (BJTM IJ. IDR 700.BUY.TP IDR 850)  We maintain our BUY call on BJTM with a higher GGM-derived TP of IDR850 (implying 1.4x 2019F P/BV) as we roll over the valuation to next year. We like the bank for its strong foothold in East Java’s civil servant salary-based lending segment with a lower risk weight. CAR will remain high at 24.2% with 9.3% loans growth expected next year. Yet, NIM is expected to dip to 7.6% on the back of lower asset yields coming from lower rates on salary-based loans. The dividend payout ratio will remain enticing, however, especially in view of it ...