In trading Friday, the index finally closed a volatile move strengthened very slim 0.03% in the level of 5893.84. Foreigners recorded net sell significant amounts of $278 billion. Some stocks that supported the strengthening of the index of which is the GGRM, HMSP, the ASII and BBTN offset weakening some of the banking stocks like BMRI and BBRI UNTR heavy equipment as well as players. The increase in this index as opposed to the majority of Asia-Pacific regional exchanges such as the Nikkei and Hang Seng each noted a weakening more than 1%. The weakening of the Nikkei, among others due to the weakening of the USD against the JPY. Meanwhile, most European exchanges on Friday and then also weakened significantly as shown by the Exchange, FTSE 100, CAC 40 and DAX. Rupiah exchange rate closed at position $13,362 per USD. From U.S. exchanges, on Friday and then records the Dow Jones closed 0.35% decrease in level 21674.51 due to firing conducted by Donald Trump against the President's chief strategist, Steve Bannon. At this morning's Asia-Pacific regional exchanges opened. Today's LME metals commodity prices experienced a strengthening, while oil prices strengthened in positioning 48.57 USD per barrel. Therefore today we expect the index will move weakened with the range of 5870 and 5910. Our preferred shares to trade today is the GGRM, ASII, BBTN and CPIN. Analyst: Maxi Liesyaputra ([email protected])
Development of the industry/company: • construction of HSR Jakarta-Bandung will be Finished by the end of 2019. BUY. Analyst: Maxi Liesyaputra. • Add three new factories, PT Sariguna Primatirta Tbk (CLEO) kucurkan Rp 200 billion. NOT RATED. Analyst: Turing Number Adiwirasta. • The performance of PT Adira Multifinance (ADMF) improved in July 2017. NOT RATED. Analyst: Richard Jerry. • PT Sumber Alfaria Trijaya Tbk (AMRT) expanding into distribution sector. NOT RATED. Analyst: Dessy Lapagu. • Main Transindo PT Express Tbk (TAXI) Get The Loan Rp46 Billion. NOT RATED. Analyst: Deborah Thennesia.
News Briefs:
• PT Capital Financial Indonesia Tbk (CASA) planned to do corporate actions in the capital market through Limited public offering with Publishing Rights Order Effect in advance (HMETD) or commonly called Righst Issue. As for the number of shares offered in the action as many 50 billion new shares. Prasidha Aneka Niaga • PT Tbk (PSDN) grabbed sales by Rp733,44 billion to the period 30 June 2017 (1H17) up from sales of Rp464,92 billion in the same period of the previous year (1H16). • The vast sea of PT Tbk (LTLS) add to the deposit of capital to the two children her efforts PT Indonesian Acids Industry and PT Mahkota Indonesia. • PT Bank OCBC NISP Tbk (NISP) until the Semester 1/2017 (1H17) doing a restructuring credit of Rp 2.2 trillion. This figure was down 9% if compared to March 2017. • To continue to develop its business, PT Sriboga Raturaya plan to hold an initial public offering (IPO) in 2019. Later, the funds earned from the IPO would be used to reduce bank loans. (Source: www.iqplus.info)
Bahasa Indonesia
Pada perdagangan Jumat lalu, indeks bergerak fluktuatif yang akhirnya ditutup menguat sangat tipis sebesar 0,03% di level 5893,84. Asing mencatatkan net sell yang cukup signifikan sejumlah IDR 278 miliar. Beberapa saham yang mendukung penguatan indeks di antaranya adalah GGRM, HMSP, BBTN dan ASII yang diimbangi pelemahan beberapa saham perbankan seperti BMRI dan BBRI serta pemain alat berat UNTR. Kenaikan indeks ini berlawanan dengan sebagian besar bursa regional Asia Pasifik seperti Nikkei dan Hang Seng yang masing-masing mencatat pelemahan lebih dari 1%. Pelemahan Nikkei antara lain akibat pelemahan USD terhadap JPY. Sementara itu, sebagian besar bursa Eropa pada Jumat lalu juga melemah signifikan seperti yang ditunjukkan oleh bursa FTSE 100, CAC 40 dan DAX. Kurs rupiah ditutup di posisi IDR 13.362 per USD.
Dari bursa AS, pada Jumat lalu Dow Jones mencatat penurunan 0,35% yang ditutup di level 21674,51 akibat pemecatan yang dilakukan oleh presiden Donald Trump terhadap chief strategist, Steve Bannon. Pada pagi ini bursa regional Asia Pasifik dibuka bervariasi. Hari ini harga komoditas logam di LME mengalami penguatan, sedangkan harga minyak menguat di posisi USD 48,57 per barel. Karena itu hari ini kami perkirakan indeks akan bergerak melemah dengan kisaran 5870 dan 5910. Saham pilihan kami untuk perdagangan hari ini adalah GGRM, ASII, BBTN dan CPIN.
Analyst: Maxi Liesyaputra ([email protected])
Perkembangan Industri/Perusahaan:
• Pembangunan HSR Jakarta-Bandung akan Tuntas pada Akhir 2019. BUY. Analyst: Maxi Liesyaputra.
• Tambah tiga pabrik baru, PT Sariguna Primatirta Tbk (CLEO) kucurkan Rp 200 miliar. NOT RATED. Analyst: Ankga Adiwirasta.
• Kinerja PT Adira Multifinance (ADMF) Membaik pada Juli 2017. NOT RATED. Analyst: Richard Jerry.
• PT Sumber Alfaria Trijaya Tbk (AMRT) ekspansi ke sektor distribusi. NOT RATED. Analyst: Dessy Lapagu.
• PT Express Transindo Utama Tbk (TAXI) Mendapatkan Pinjaman Rp46 Miliar. NOT RATED. Analyst: Thennesia Debora.
Ringkasan Berita:
• PT Capital Financial Indonesia Tbk (CASA) berencana melakukan aksi korporasi di pasar modal melalui Penawaran Umum Terbatas dengan penerbitan Hak Memesan Efek Terlebih Dahulu (HMETD) atau biasa disebut Righst Issue. Adapun jumlah saham yang ditawarkan dalam aksi tersebut sebanyak-banyaknya 50.000.000.000 lembar saham baru.
• PT Prasidha Aneka Niaga Tbk (PSDN) meraih penjualan sebesar Rp733,44 miliar hingga periode 30 Juni 2017 (1H17) naik dari penjualan Rp464,92 miliar di periode sama tahun sebelumnya (1H16).
• PT Lautan Luas Tbk (LTLS) menambah setoran modal ke dua anak usahanya PT Indonesian Acids Industry dan PT Mahkota Indonesia.
• PT Bank OCBC NISP Tbk (NISP) sampai Semester 1/2017 (1H17) melakukan restrukturisasi kredit sebesar Rp 2,2 triliun. Angka ini turun 9% jika dibandingkan Maret 2017.
• Untuk terus mengembangkan usahanya, PT Sriboga Raturaya berencana untuk menggelar initial public offering (IPO) pada tahun 2019. Nantinya, dana yang diraih dari IPO bakal dipakai untuk mengurangi pinjaman bank.
(Sumber: www.iqplus.info)