Semua Saham BEI (IDX)

23 Jan 2020 09:28 (3 jam 5 menit lalu) - Bank Negara Indonesia(BBNI IJ) Steady Progress We maintain our BUY call on BBNI with a GGM-derived TP of IDR9,000 following the inline FY19 results with 8.6% yoy loans growth in 2019. Post the 100bps policy rate cuts in 2019, we expect the NIM to remain stable at 4.9% this year mainly supported by BBNI’s ability to manage its blended CoF. Our NIM estimate reflects a flat asset yield at 7.9% with a 3.2% blended CoF. In addition, we assume higher credit costs at 189bps this year with an uptick in the gross NPLs ratio to 2.4% as of December 2020F on the back of the first year’s implementation of PSAK 71.  FY19 highlights. The FY19 net pro ...

23 Jan 2020 09:28 (3 jam 5 menit lalu) - FROM EQUITY RESEARCH   Bank Negara Indonesia: Steady Progress (BBNI IJ. IDR 7,625 BUY TP. IDR 9,000) We maintain our BUY call on BBNI with a GGM-derived TP of IDR9,000 following the inline FY19 results with 8.6% yoy loans growth in 2019. Post the 100bps policy rate cuts in 2019, we expect the NIM to remain stable at 4.9% this year mainly supported by BBNI’s ability to manage its blended CoF. Our NIM estimate reflects a flat asset yield at 7.9% with a 3.2% blended CoF. In addition, we assume higher credit costs at 189bps this year with an uptick in the gross NPLs ratio to 2.4% as of December 2020F on the back of the first year’s implementati ...

23 Jan 2020 08:47 (3 jam 46 menit lalu) - Daily Technical 23 Januari 2020 Selamat pagi! Berikut adalah rekomendasi Daily Technical untuk hari ini, Kamis 23 Januari 2020. IHSG ditutup menurun sebesar -4,69 poin (-0.07%) menuju level 6.233,45 pada perdagangan hari Rabu 22 Januari 2020 kemarin. IHSG menurun dengan net buy investor asing, dan bertahan pada support trend line, dengan Stochastic yang oversold. Secara teknikal mendukung untuk mengakhiri pengujian support 6.220 dan memulai rebound. Hari ini IHSG berpotensi bergerak mixed cenderung menguat dalam range 6.220 s/d 6.265. ANTM Testing Support: Menguji support trend line pada 750, pada perdagangan kemarin berhasil dipertahan ...

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23 Jan 2020 07:44 (4 jam 49 menit lalu) - MNC Daily Scope Wave 23 Januari 2020 Meskipun sempat berada di zona hijau, IHSG kemarin (22/1) kembali ditutup terkoreksi 0,1% ke 6,233. Terlihat bahwa tekanan jual masih mendominasi IHSG meskipun sudah tidak terlalu besar, dengan hal ini kami perkirakan IHSG akan mengalami technical rebound yang berada pada area 6,250-6,270. Namun, selama IHSG belum mampu menguat di atas 6,349, maka IHSG masih cenderung terkoreksi menuju 6,150-6,200. Support: 6,220, 6,190 Resistance: 6,250, 6,300 HMSP - Buy on Weakness (2,160) Selama tidak kembali terkoreksi di bawah 2,080, maka kami memperkirakan saat ini HMSP sudah berada di akhir wave [iv] dari wave ...

23 Jan 2020 02:54 (9 jam lalu) - By Kim Khan Investing.com You may not recognize Sea Limited, but with Asian companies struggling due to the worries about the Wuhan coronavirus again today it may be sharp to look at the this stock soaring. Sea Limited is a Singapore-based internet company that Goldman Sachs (NYSE: GS) just elevated to its coveted Conviction List. Shares of Sea Limited (NYSE: SE) rose 8% in afternoon trading. Sea Limited operates digital entertainment, digital financial services and e-commerce. It runs such brands as gaming company Garena, Southeast Asia shopping site Shopee and payment processor AirPay. Goldman boosted the stock to conviction buy from ...

22 Jan 2020 16:36 (19 jam lalu) - SMGR berpeluang untuk memulai uptrendnya dengan membentuk pola bullish double bottoms. Pola ini menandakan bahwa jika SMGR mampu melampaui resistennya, SMGR akan membuka peluang kenaikan lanjutan menuju target awal kenaikan di 14200. Jika target 14200 terlewati, SMGR membuka peluang terus menguat menuju target kedua di 15500. Rekomendasi: Buy kalau naik di atas 13500. Target pertama di 14200 dan target kedua di 15500.

22 Jan 2020 10:29 (1 hari 2 jam lalu) - Indocement Tunggal Prakarsa Solid grounds for optimism INTP booked cement sales in FY19 of 17.85mn tons, similar to 2018’s sales (+0.3%yoy). The flattish cement sales resulted in stable market share of 25.5% since INTP managed to maintain its sales in its home area, West Java and Java. The sales are in-line with our expectation (100.8%). We upgrade our recommendation to BUY, noting the stock’s more attractive valuation since its premium over SMGR has narrowed significantly. We maintain our forecasts on INTP. INTP managed to maintain its market share at 25.5% in FY19.  INTP booked cement sales in FY19 of 17.85mn tons, similar to 2018’s s ...

22 Jan 2020 10:28 (1 hari 2 jam lalu) - FROM EQUITY RESEARCH   Indocement Tunggal Prakarsa: Solid grounds for optimism (INTP IJ. IDR 18,500 BUY TP. IDR 21,600) INTP booked cement sales in FY19 of 17.85mn tons, similar to 2018’s sales (+0.3%yoy). The flattish cement sales resulted in stable market share of 25.5% since INTP managed to maintain its sales in its home area, West Java and Java. The sales are in-line with our expectation (100.8%). We upgrade our recommendation to BUY, noting the stock’s more attractive valuation since its premium over SMGR has narrowed significantly. We maintain our forecasts on INTP. To see the full version of this report, pleaseclick here To see the ...

22 Jan 2020 07:23 (1 hari 5 jam lalu) - MNC Daily Scope Wave 22 Januari 2020 Sempat berada di zona hijau, penutupan IHSG kemarin (21/1) kembali terkoreksi tipis 0,1% di level 6,238. Arah pergerakan IHSG kami perkirakan masih cenderung terkoreksi untuk membentuk wave [ii], sekalipun IHSG rebound, kami perkirakan hanya akan berada pada area 6,260-6,287. Selama IHSG belum mampu menguat di atas 6,349, maka IHSG akan kembali turun ke level 6,150-6,200. Support: 6,220, 6,200 Resistance: 6,270, 6,300 ASII - Buy on Weakness (7,025) Pergerakan ASII kemarin (21/1) tertahan oleh MA 20 dan diperkirakan posisi ASII sudah berada di akhir wave (b) dari wave [iii] dari wave 3. Dimana koreksi ...