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Friday, February 11, 2011

MNC Sky Vision IPO US$ 400 Juta

Operator televisi berbayar, PT MNC Sky Vision menargetkan perolehan dana IPO US$ 400 juta dengan melepas 25% saham pada semester II 2011. Bertindak sebagai penjamin emisi adalah Ciptadana Securities.
 
Anak usaha Global Mediacomm (BMTR) ini berhasil membukukan pendapatan Rp 1,44 triliun hingga akhir 2010, naik 36% dari tahun 2009 sebesar Rp 1,06 triliun. Sebagai operator TV berbayar, MNC Sky memiliki dua merek, yakni Indovision dan Top TV dengan penguasaan pangsa pasar 78%. Pada akhir 2010, jumlah pelanggannya mencapai lebih dari 800 ribu.
Laba sebelum pajak, depresiasi dan amortisasi (EBITDA) juga naik 63% dari Rp 321 miliar menjadi  Rp 522 miliar.

Tahun ini, perseroan menargetkan pendapatan Rp 2,1 triliun. Sedangkan EBITDA ditargetkan sebesar Rp 846 miliar dengan EBITDA marjin juga diproyeksikan meningkat menjadi 40%.
 

Tin hits a new high of US$ 31,800

Tin climbed as much as 1 percent to a record $31,800 a ton, surpassing the previous peak of $31,650 reached on Feb. 8, before dropping 0.3 percent to $31,400. Output of refined tin by PT Timah, Indonesia’s largest producer, was 40,413 tons last year, down from 45,086 tons in 2009, the company said Feb. 7. 

Tin was the LME’s best performer last year, jumping 59 percent as supplies from Indonesia, China and the Democratic Republic Congo dwindled. China is the world’s largest producer and Indonesia the largest exporter.

Telekom to Build 400-Km Cable System With XL, Mora

Telekom Malaysia Bhd., a state- controlled telecommunications provider, signed an agreement with Indonesia’s PT XL Axiata and PT Mora Telematika to jointly build a 400-kilometer submarine cable system between the two countries. 

Telekom Malaysia is investing $4 million in the project, which is expected to start operations by the fourth quarter of this year, Executive Vice President Rozaimy Rahman told reporters after the signing ceremony in Kuala Lumpur today. 

“The design of this cable system has taken into consideration current and future high capacity requirements for next generation Internet applications,” he said. 

Telekom Malaysia shares fell 0.5 percent to 3.86 ringgit in Kuala Lumpur trading at 4:52 p.m. local time. XL Axiata is the Indonesian unit of Axiata Group Bhd., Malaysia’s second-biggest mobile-phone operator. Source: Bloomberg

DBS says no talks with Temasek on Indonesia's Danamon

DBS , Singapore's biggest lender, said on Friday it had not held any talks with state investor Temasek on buying its 68 percent stake in Indonesia's Bank Danamon .

CEO Piyush Gupta told reporters DBS had not held talks with anyone on Bank Danamon.

There has been market talk that DBS, which wants to increase income from outside its core Singapore and Hong Kong markets, could be looking at Bank Danamon, but Gupta has dismissed the idea.

Analysts say Gupta probably wants to avoid expensive buys after DBS got its fingers burnt by overpaying for a bank purchase in Hong Kong a decade ago. Source: Reuters

Indonesia palm oil giant SMART to invest $500 mln for two CPO plants

Palm oil giant PT Sinar Mas Agro Resources & Technology, or SMART plans to invest $500 million in two crude palm oil plants (CPO), Indonesia's industry minister said on Friday. 

The plants will process CPO for other derived products, MS Hidayat said. "The location is still to be discussed, but I expect them to build the factories outside Java," he added.

On Wednesday, SMART president director Daud Dharsono told Reuters that it would work with Indonesian government and non-profit organisation The Forest Trust in a bid to boost its green credentials. Source: Reuters

Shell, Aramco May Build Indonesia Plant, Hidayat Says

Royal Dutch Shell Plc, Europe’s largest oil producer, may build a refinery in Indonesia even as National Iranian Oil Co. scrapped a similar plan, Industry Minister Mohamad Hidayat said.
Shell may team up with Saudi Arabian Oil Co. and PT Pertamina to build the refinery in Tuban in the province of East Java, Hidayat told reporters in Jakarta today after meeting executives from a unit of Shell. 

Darwin Silalahi, head of Shell’s Indonesian unit, and Budiman Moerdijat, a spokesman, didn’t respond to two phone calls and mobile text messages. A Dharan-based spokesman for Saudi Aramco declined to comment when contacted by telephone. 

“The government is preparing a fiscal policy to help attract investors, including for the Aramco project,” Hidayat said. Pertamina will act as an agent to market fuels from the Tuban refinery, he said. 

Indonesia wants to boost investments in refineries to reduce the nation’s dependence on imports of oil products. Consumption of subsidized fuel may rise 6 percent this year to 42.5 million kiloliters because of an increase in vehicle sales, Djaelani Sutomo, marketing director at Pertamina, said in June. 

Indonesia, Southeast Asia’s biggest crude oil producer, imports diesel, gasoline and jet fuel because its refining capacity lags behind consumption.

Refinery Expansion

Pertamina, Indonesia’s state oil company, will agree this year with Saudi Aramco on the development of a $5 billion refinery project, Karen Agustiawan, president director of Pertamina, said Dec. 6. The plant will have a capacity of as much as 300,000 barrels a day, she said. 

Pertamina will also sign a $5 billion accord with Kuwait Petroleum Corp. to expand the Balongan refinery in West Java by as much as 300,000 barrels a day, Agustiawan said. The plant has a capacity of 125,000 barrels a day, according to data compiled by Bloomberg.
“Kuwait Petroleum has performed a feasibility study and in August they will start construction,” Hidayat said today. 

Iranian Oil may cancel a plan to build a refinery because of a disagreement on the price of the crude oil supply, he added. Pertamina and Iranian Oil had planned to build a refinery in western Java with a daily capacity of 150,000 barrels of oil in 2014, Priyo Utomo, then senior vice president at Pertamina, said in July 2009. Source: Bloomberg

Garuda Tumbles as Much as 23% in Jakarta Debut on Rising Fuel Outlook

PT Garuda Indonesia, the nation’s biggest airline, plunged on its trading debut in Jakarta amid concern that rising fuel prices will damp industry profit. 

The stock dropped as much as 23 percent to 580 rupiah on the Indonesia Stock Exchange from its initial public offering price of 750 rupiah. Garuda last month completed a 4.8 trillion rupiah ($538 million) IPO at the bottom of the price range. The shares traded at 640 rupiah at 11:30 a.m., local time. 

Chief Executive Officer Emirsyah Satar plans to use proceeds of the share sale to boost the carrier’s fleet to 153 planes by 2015 and add new routes. The plan for new airplanes comes as higher fuel costs and slowing economic growth this year may slash profit at airlines worldwide 40 percent, according to International Air Transport Association estimates. 

“Investors see an increase in global oil prices impacting Garuda’s profit,” said Norico Gaman, head of research at PT BNI Securities in Jakarta. “Garuda can’t increase ticket prices or it won’t be competitive with other airlines. That’s why investors see the fair price for Garuda shares between 500 and 600 rupiah.” 

Profit at airlines globally may drop to $9.1 billion this year from $15.1 billion in 2010, according to a December IATA forecast. The industry is expected to face “tougher” conditions this year than in 2010, the trade group’s Chief Executive Officer Giovanni Bisignani said. 

Oil prices have climbed 16 percent in the past year based on futures traded on the New York Mercantile Exchange.

Initial Share Sale

Garuda and shareholder PT Bank Mandiri on Jan. 26 sold 6.4 billion new and existing shares at the bottom of a price range that went as high as 1,100 rupiah. PT Bank Mandiri, which owned about 30 percent of the 26 percent stake Jakarta-based Garuda sold, raised about 1.5 trillion rupiah in the sale, with the airline taking the rest.

The carrier, which started flying in 1949, is expanding after signing a final debt agreement with European export credit agencies in December. Garuda resumed flights to Europe in June for the first time in six years after the European Union eased a ban on some Indonesian airlines following a series of fatal crashes. 

“It is normal that the share price is down, as the market is in a bearish trend,” Satar said at the Indonesia Stock Exchange today after trading started. “The more important thing is we’re going to use the proceeds for expansion. This will make Garuda better.”

Five-Star Quest

Garuda aims to achieve a five-star rating from London-based Skytrax in three years, the highest ranking awarded by the research company and one level up from its current status, according to the carrier’s 2009 annual report. Garuda, which flies to 19 international and 31 domestic destinations, was named the world’s most-improved airline last year in a traveler survey by Skytrax. 

The airline also plans to expand its low-fare unit, boosting the fleet to 25 planes from six, Satar said on Jan. 12. Asian budget travel is growing at about 20 percent annually and will probably continue at that pace for at least seven years, according to estimates by Jetstar, the budget arm of Australia’s Qantas Airways Ltd. 

Citigroup Inc., UBS AG, PT Bahana Securities, PT Danareksa Sekuritas and PT Mandiri Sekuritas managed the Garuda share sale. Source: Bloomberg

Hampir 50% saham IPO Garuda Tidak Laku

Hampir 50% dari saham IPO Garuda ternyata tidak laku dipasarkan. Akibatnya, penjamin emisi terpaksa membeli sisa saham yang tidak laku tersebut, yakni sebanyak 47,48% atau 3.008.406.725 saham dari total saham Garuda Indonesia (GIAA). Hanya 3.327.331.275 saham yang dibeli investor, baik melalui pooling ataupun institusi.

Jumlah saham yang laku dibeli investor tersebut dipesan oleh 11.068 pihak.

Riset Adaro Energy oleh AAA Sekuritas

Riset Adaro Energy oleh AAA Sekuritas. Menurut AAA Sekuritas, curah hujan yang tinggi membuat produksi Adaro tidak terpengaruh. Terbukti dari kenaikan sebesar 4% menjadi 42 juta metrik ton atau setara 95% dari target 2010 sebesar 45 juta.

AAAA Sekuritas memasang target harga Rp 3.000 untuk akhir 2011.

Riset Adaro Energy Oleh AAA Sekuritas                                                                                                                                   

Lippo Karawaci prices swift $125 million tap

Ignoring weak market conditions, Lippo Karawaci successfully reopens its April 2015 bond and prices the deal just hours after launch.

Indonesian real estate developer Lippo Karawaci yesterday launched and priced a $125 million tap of its outstanding 9% bond due April 30, 2015.

The deal was launched at about 11am Hong Kong time and closed at around 3.30pm after a quick bookbuild. Investor demand from Asia was so strong that the leads didn't see the need to leave the books open for long, and the early close meant that European accounts had to make their decision by 7.30am London time.


Citi and Deutsche Bank were global coordinators. Bank of America Merrill Lynch was a joint lead manager.

The robust demand came in spite of weak credit markets. The iTraxx Asia Investment Grade Index and sovereign credit default swaps widened by about 5bp to 10bp yesterday, while bonds in the high-yield sector closed about 0.75 points lower.

The initial price guidance was a cash price of 107 to 107.5, which represented a slight discount to the 108.5 bid of the outstanding bond in the secondary market at the time of launch. The guidance was tightened to 107.5 to 108 and the deal eventually priced at 108 to yield 6.776%.

The deal amassed an order book of $790 million. Asia took 94% of the deal and Europe 6%. In terms of investor type, fund managers and hedge funds were allocated 90%, banks 9% and others 1%.

The deal gathered strong momentum because it was an Indonesian credit and offered diversification away from the China property sector. Lippo Karawaci is also viewed as a good high-yield name and has not defaulted on any bonds in the past. The bonds are rated B1/B+/B+ by Moody's/S&P/Fitch (all stable).

The April 2015 bonds were first issued in May last year in connection with a bond exchange. The initial issue size was $270.6 million and this tap will increase the total outstanding amount to $395.6 million.

The proceeds of the tap will go towards repaying practically all of the company's existing bank debt and its outstanding 2011 notes. Lippo Karawaci will repay $66.2 million of the 2011 notes and loans worth $49.8 million from Bank Negara Indonesia. The remaining $9 million will be used for interest, transaction fees and expenses.

According to Standard & Poor’s, the issue allows Lippo Karawaci to ease its debt maturity profile. After the transaction, the company will have only $395 million of senior unsecured notes due 2015 and about $1.3 million of secured debt owed to Bank Agroniaga. Source: Finance Asia

Coal miner Riau Bara Harum eyes $500 mln IPO-sources

* Looking to sell up to 25 pct stake in H2 - sources
* Expects market cap of $1-$2 bln - sources 

Indonesian coal miner Riau Bara Harum aims to raise up to $500 million from an initial public offering (IPO) in the second half of the year, to tap investor demand in the world's biggest thermal coal exporting nation, sources with direct knowledge of the deal told Reuters on Thursday. 

The IPO would offer investors another opportunity to tap into high calorie coal assets, and could be the biggest thermal coal listing in the country for three years since PT Bayan Resources raised $529 million in 2008. 

Riau Bara Harum, which has an estimated 200 to 300 million tonnes of reserves with a calorific value of between 6,100 to 6,200 kcal/kg, owns more than 24,000 hectares of mining areas in Riau on Sumatra island, said one of the three sources. 

"The firm aims to raise up to $500 million in order to expand its business as it has very little production at the moment," said another of the sources briefed on the IPO, adding that the firm expects to sell a 20 to 25 percent stake. 

Local brokerage Ciptadana Securities has been tapped to become an underwriters, one of the sources said, but officials at Ciptadana declined to comment. 

PT Sumber Bara Lestari owns a 95 percent stake in the firm while the rest is owned by PT Karunia Tambang Mandiri, according to Indonesia's 2008/2009 coal book published by the Indonesian coal mining association. 

Lawrence Barki is listed as one of the company's director, the book reported. The Barki family also control another listed coal firm, PT Harum Energy , which raised $320 million in an IPO last year. 

However, sources involved in the deal said the Barki family exited ownership of Riau Bara Harum in 2006. 

The IPO would also follow a listing by thermal coal miner PT Berau Coal in August that raised over $150 million, and by coking coal miner Borneo Lumbung Energi & Metal that raised $632 million in November. 

More private and state-owned firms are coming to the market this year to tap investor demand for Indonesian assets, though worries over inflation have driven the stock market down 9 percent this year after a 46 percent rally in 2010. Source: Reuters

Listrik Negara Unit Seeks 1.32 Million Tons of Coal in Contract

PT Pembangkitan Jawa Bali is calling for offers for as much as 1.32 million metric tons of coal under a one-year contract to supply the Paiton power plant in Indonesia’s East Java province. 

The unit of PT Perusahaan Listrik Negara, the state-owned utility, seeks supplies of about 110,000 tons of coal a month with a gross energy value of 4,700 kilocalories to 4,900 kilocalories a kilogram, the Surabaya, East Java-based company said in a notice on its website dated Feb. 7. 

Potential suppliers have until 3 p.m. local time tomorrow to register for the tender, the notice shows. 

The February price for low-quality coal with heating values of below 5,000 kilocalories a kilogram was set at between $63.34 and $87.06 a ton, the Directorate General of Coal and Minerals at the Energy Ministry said Feb. 8. Source: Bloomberg

Indonesia Short-Lists 7 Banks For Global Bond - Sources

-- Indonesia short-lists seven banks as potential managers for its planned global bond
-- Final decision on lead managers expected next week
-- Could lead to second Asian sovereign bond to hit the international market this year

Indonesia has short-listed seven banks as potential managers for a global bond, a planned deal that is attracting interest from investors looking to bet on bright prospects for Southeast Asia's largest economy over the longer term. 

Barclays Capital, Citigroup, Deutsche Bank, HSBC, JP Morgan, Standard Chartered Bank and UBS have been chosen as possible managers of the sovereign's next global bond sale, people familiar with the matter said Thursday. 

Indonesian Finance Minister Agus Martowardojo later confirmed that the government had short-listed seven banks, although he declined to name them. 

The government will make a decision on the arrangers next week, once the banks in the running have completed presentations to Indonesian officials, two people said. 

"Investors will welcome another dollar Indonesian sovereign bond as the country is benefiting from rapid economic growth and improving fundamentals, save for a bit of rising inflation," said Scott Bennett, head of Asian credit at Aberdeen Asset Management Asia Ltd. 

"Its rating is one notch away from investment grade and investors are speculating as to when it gets that recognition. Those who are optimistic believe that it could happen this year," said Bennett, who manages $1.5 billion at the firm. 

Moody's Investors Service last month upgraded Indonesia by one notch to Ba1, with stable outlook, in an endorsement of the country's progress in fostering economic growth and stabilizing the political climate. Moody's ratings are now on par with the BB+ ranking assigned by Fitch Ratings, but one notch above Standard & Poor's BB rating, with a positive outlook. 

Moody's said in a report Thursday the economy is experiencing "increasing dynamism," and greater foreign direct investment flows, thanks to policy and administrative reforms. That kindled hopes that Indonesia could soon gain its investment-grade credentials. 

Aninda Mitra, senior analyst at the rating agency and author of the report, said that Moody's stable outlook on Indonesia takes into account the gradual deepening of its capital markets and a recent proposal for the creation of a bond stabilization fund. 

"Over the near- to medium-term these developments could begin to enhance the government's onshore debt finance-ability," Mitra said. "And if accompanied by financial and price stability and robust FDI inflows, they may also provide an uplift to the sovereign rating toward an investment-grade level." 

Indonesia's proposed bond could make it the second Asian sovereign to approach the international market for funding this year, after the Philippines sold a 25-year global peso bond worth $1.25 billion in January. 

The government--which frequently targets overseas investors--would use the proceeds from the bond to plug a hole in its budget that is expected to reach 1.8% of gross domestic product in 2011. 

Some investors had speculated the country would delay this year's issuance plans until later in the year following a recent selloff in emerging-market debt, that was aggravated in Indonesia by fears its central bank wasn't acting fast enough against a surge in inflation.

Foreign investors sold $1 billion of Indonesian government bonds in a two-week period in January, sending bond yields up sharply and the stock market down 11% at one point.
Since Bank Indonesia raised interest rates from a record low last Friday--its first move since August 2009--and signalled it would use a stronger rupiah to curb inflation, however, investor sentiment toward the country has perked up again. 

The cost of insuring Indonesia's bonds against default or restructuring has eased back somewhat after soaring in recent weeks. On Thursday, the spread on five-year credit default swaps on Indonesian dollar bonds stood at 151 basis points to 154 basis points, down from a peak of 165 basis points on Jan. 31 but still some way from around 130 basis points at the start of the year. 

The Indonesian government has recently indicated that it will rely less on global issuance and instead raise more funds in the domestic bond market.
But it is still looking to raise $3 billion to $4 billion over the course of 2011 through the sale of global bonds, including an Islamic bond, people familiar with its borrowing plans have said. 

Finance Minister Martowardojo indicated earlier this week the planned U.S. dollar-denominated bond issue could be smaller than its previous offerings. Indonesia sold $2 billion worth of 10-year dollar-denominated bonds in January 2010. Source: Dow Jones

Bank Indonesia Misses Target on 6-Month Term Deposits

Bank Indonesia sold 1.3 trillion rupiah of six-month term deposits at a yield of 6.52271 percent, less than its target of 60 trillion rupiah, the central bank said in a statement today.
“Banks are still studying their liquidity profile,” Hendar, director of monetary operations at the central bank, said by phone after the auction. “So banks need to make sure that they have good liquidity.” 

The central bank is taking measures to mop up excess cash in the system and prevent a sudden outflow of foreign capital as near-zero interest rates in Europe and the U.S. lead investors to seek higher returns in emerging markets such as Indonesia. It discontinued selling six-month bills yesterday, switching to bills with a nine-month minimum tenor.

Bank Indonesia is also preparing to sell nine-month term deposits, Deputy Governor Budi Mulya said yesterday, without giving a timeframe. Source: Bloomberg

Rekomendasi HD Capital, 11 Februari 2011

Berikut rekomendasi HD Capital untuk Jumat, 11 Februari 2011. Rekomendasi beli terhadap saham Telekomunikasi Indonesia (TLKM), Bank Mandiri (BMRI), Bank Rakyat Indonesia (BBRI), dan Astra International (ASII).
BUY: (TLKM, BMRI, BBRI, ASII)

* Pelaku pasar mulai berspekulasi kalau akan ada "invisible hand" yang menopang kenaikan big cap blue chips dengan weighting terbesar di IHSG seperti ASII, TLKM, BBRI, dan BMRI guna menolong kesuksesan listing IPO Garuda sehingga akan terjadi technical rebound

* Pasar melakukan "sell on rumor" akibat berita tak sedap mengenai IPO garuda dan akan "buy on fact" saat IPO tersebut berjalan besok

* IHSG close (10-02) 3.373.644(-43.827/-1.29%) (Val.Rp.4.2T)

* Support: 3.310-3.250-3.150, Resistance: 3.420-3.530-3.620


Stock picks:
1. Telekomunikasi Indonesia (TLKM): (BUY) (target: Rp 7.800) (close 10/01 Rp 7.650)

* Ini merupakan saham berkapitalisasi besar yang termurah di IHSG dengan 2011F PER 10x/PBV 2x yang akan diangkat pertama oleh the "invisible hand"dan secar technical mulai diverge dengan penurunan IHSG dengan tidak mencetak new low lagi.

* Entry: (1) Rp 7.600, Entry (2) Rp 7.500, Cutloss-point: Rp 7.400



2. Bank Mandiri (BMRI) (BUY): (Target: Rp 5.850) (Close 10/02 Rp 5.600)

* Dilusi akibat rights issue sudah tercermin dari koreksi yang terjadi sejak level Rp 6.000 ke low Rp 5.400 sehingga potensi technical rebound akan terjadi

* Pasca rights BMRI akan mendapatkan dana segar untuk expansi pertumbuhan kredit

* Entry (1) Rp 5.500, Entry (2) Rp 5.400, Cut loss point: Rp 5.200


3. Astra International (ASII) (BUY): (Target: Rp 49.500) (Close 10/02 Rp 48.250)

* Emiten ini mempunyai weighting (bobot) terbesar di IHSG sehingga akan jadi incaran pelaku pasar yang mencari saham dengan valuasi murah (PER 2011F 11x) dengan prospek ROE di atas 25%

* Ketakutan pasar bahwa pajak progressif Januari 2011 yang baru akan mengakibatkan penurunan penjualan mobil tidak terbukti karena penjualan Januari naik

* Entry: (1) Rp 48.100, Entry (2) 47.450, Cut loss point: Rp 47.050


4. Bank BRI (BBRI) (BUY) (Target: Rp.4.850) (close 10/02 Rp.4.550)
* Pemain mikro UKM dengan market cap terbesar ini seharusnya tidak akan terpengaruh banyak oleh kenaikan suku bunga regional dan proyeksi pertumbuhan kredit 2011 masih optimistis.

* Koreksi yang cukup dalam selama beberapa membawa saham in ke valuasi yang cukup menarik (PER 2011F 12x)

* Entry: (1) Rp 4.500, Entry (2) Rp 4.400, Cut-loss point: Rp 4.300



Dibuat oleh:
Yuganur Wijanarko
Senior Research HD Capital (Yuganur@hdx.co.id)

Rekomendasi Beberapa Sekuritas, 11 Februari 2011


Berikut rekomendasi dari tiga sekuritas ternama untuk perdagangan Jumat, 11 Februari 2011.
 
1. E-Trading Securities
Pada perdagangan Kamis (10/2), IHSG ditutup turun 43 poin (-1,29%) ke level 3.373,64 setelah sempat turun lebih dari 80 poin pada sesi pertama. Asing tercatat melakukan net selling Rp 142 miliar dengan sektor yang paling banyak dilepas adalah perbankan dan pertambangan. Kemarin, indeks terlihat mendekati garis lower bond-nya yang berada di level 3.349. Indikator RSI menunjukkan perpotongan garis RSI terhadap garis sinyal menuju ke atas. Seiring dengan itu, indeks kami perkirakan berada di kisaran 3.334 -3.457. Amati ASII, SMGR dan BMRI.

2. Sinarmas Sekuritas
IHSG diperkirakan bergerak di kisaran 3.334-3.414 pada perdagangan hari ini. Secara teknikal, indeks masih mixed walaupun sudah mendekati oversold. Namun, faktor regional masih belum mendukung penguatan indeks. Di sisi lain, sentimen IPO Garuda  akan menentukan arah IHSG hari ini.  Saham-saham yang bisa diperhatikan antara lain BBCA, SMCB, dan BNGA.

3. Erdhika Sekuritas
IHSG ditutup melemah 43,83 poin (-1,28%) pada level 3.373,64 kemarin. Seluruh sektor mengalami pelemahan. Hari ini indeks akan bergerak pada kisaran 3.335-3.415 dengan potensi melemah secara teknikal. Saham-saham rekomendasi adalah SMGR, BORN, BDMN.  

4. Sucorinvest Central Gani
Saham-saham sektor barang konsumsi, keuangan, infrastruktur memimpin pelemahan indeks kemarin. Hal ini seiring anjloknya indeks bursa global, penurunan harga komoditas dan kekhawatiran laju pemulihan ekonomi global. Hari ini indeks diperkirakan perkirakan melemah berfluktuasi pada kisaran 3.347-3.397. Buy BNGA, hold AALI, SGRO dan sell AKRA, BBTN, INDF, PGAS, PTBA.