Mei 2017: Event & News Saham Indonesia & Pasar Mata Uang Komoditas Global
Rating S&P bikin IHSG menembus rekor tertingginya http://investasi.kontan.co.id/news/rating-sp-bikin-ihsg-menembus-rekor-tertingginya Sinyal BUY CTA (18-5) lebih awal, PER 23.6x YTD 9.3% (9th in Asia)
IHSG rebound 0,53% setelah rilis suku bunga BI http://investasi.kontan.co.id/news/ihsg-rebound-053-setelah-rilis-suku-bunga-bi The Power of Lines & Timing JCI BUMI, Volatile 3-10 & 15-19 Mei, Foreign Buy YTD Rp 28 T, > 5.577
Dana asing serbu RI capai RP 105 Trilun https://finance.detik.com/moneter/d-3505025/dana-asing-serbu-ri-capai-rp-105-t Belum lapor kinerja keuangan 74 emiten bisa di denda https://finance.detik.com/bursa-dan-valas/d-3505023/belum-lapor-kinerja-keuangan-74-emiten-ini-bisa-didenda
May 2017 Semi-Annual Index Review - Effective date : June 1, 2017
INDONESIA
•MSCI Global Standard Indexes List
Additions : -
Deletions : -
https://files.acrobat.com/a/preview/2776ab2b-ee4e-4867-9676-3a4d958bd319
•MSCI Small Cap Indexes List
Additions : BIRD, BUMI, DOID, HRUM, MEDC, NIKL, MNC INVESTAMA, INAF, TBLA, WSBP
Deletions : APLN, ARNA, BISI, LPCK, MLPL
https://files.acrobat.com/a/preview/baf96a45-5154-40ad-a648-b9205260bc46
•MSCI Micro Cap Indexes List
Additions : -
Deletions : -
https://files.acrobat.com/a/preview/2996e7c1-f6e5-4d7a-9d38-aeed803f074a
NEXT :
August 2017 Quarterly Index Review : Announcement date: August 10, 2017 And Effective date: September 1, 2017
https://files.acrobat.com/a/preview/cbff2b73-eaa3-4284-87fc-c8f506a082ae
**Cum Date Pekan Ini***
NRCA : Rp30/saham
Cum : 15 Mei 2017
Pay : 7 Juni 2017
SSIA : Rp11/saham
Cum : 15 Mei 2017
Pay : 8 Juni 2017
TOTL : Rp45/sahan
Cum : 15 Mei 2017
Pay : 8 Juni 2017
FASW : Rp127/saham
Cum : 16 Mei 2017
Pay : 23 Mei 2017
MYOH : USD0,00771/saham
Cum : 17 Mei 2017
Pay : 9 Juni 2017
BBKP : Rp35,8749/saham
Cum : 17 Mei 2017
Pay : 9 Juni 2017
PRDA : Rp28,20288/saham
Cum : 17 Mei 2017
Pay : 9 Juni 2018
LPGI : Rp170/saham
Cum : 18 Mei 2017
Pay : 9 Juni 2017
MREI : Rp55/saham
Cum : 18 Mei 2017
Pay : 8 Juni 2017
CSAP : Rp3,5/saham
Cum : 18 Mei 2017
Pay : 9 Juni 2017
POWR : Rp46,87371/saham
Cum : 18 Mei 2017
Pay : 14 Juni 2017
(ksei)
FAC
Oil jumps after Saudis, Russia say supply cut to be extended to March 2018 http://www.cnbc.com/2017/05/14/russian-energy-minister-alexander-novak-says-russia-agrees-with-saudis-on-extending-crude-output-cuts-to-march-2018.html Crude TP $ 51.20/53.76 in wave corr iv/A
Awas jangan langsung nyalakan komputer kantor hari Senin besok http://tekno.kompas.com/read/2017/05/14/09090027/awas.jangan.langsung.nyalakan.komputer.kantor.hari.senin.besok
Analis: IHSG Tinggalkan Level 5.700 http://m.bisnis.com/market/read/20170514/189/653289/ihsg-tinggalkan-level-5.700-simak-komentar-analis- Rejection Ke 7 support IHSG, Foreign Buy Weekly Rp 4.95 T vs Data BOP, < 5D MA
Duh, emas Antam beresiko turun ke Rp 500.000/gram http://m.kontan.co.id/news/duh-emas-antam-beresiko-turun-ke-rp-500000gram Gold Oversold Buy menuju $ 1.240-1.250 sebelum Summer Bear Attack
Saham emiten batubara masih tertekan http://m.kontan.co.id/news/saham-emiten-batubara-masih-tertekan break support line dalam wave corr c, hunting lower low (crude oil TP $ 38-43)
Why the emerging markets rally may just be emerging http://www.cnbc.com/2017/05/11/why-the-emerging-markets-rally-may-just-be-emerging.html 5ummer USD Attack (CTA Calls since 2010) by 4stro, Cycle, Wave
IHSG - 0,19% dibayangi putusan Ahok http://investasi.kontan.co.id/news/ihsg-berakhir-longsor-019-dibayangi-putusan-ahok Proven The 6th rejection lines < 5.747, YTD foreign buy Rp 26 T, bearish C'rab.
China Berpotensi Pangkas Batu Bara http://industri.bisnis.com/read/20170508/44/651899/china-berpotensi-pangkas-batu-bara Buy on weakness saham Coal (wave corr B), Crude Oil TP $ 40-43, Bad Cycle di Mei
Indonesia's Still a Darling for Investors Ignoring Earnings
https://www.bloomberg.com/news/articles/2017-05-04/indonesia-s-still-a-darling-for-investors-shrugging-off-earnings
Macron wins seen as an upbeat sign for the stock market http://www.marketwatch.com/story/macron-handily-wins-french-presidential-electionan-upbeat-outcome-for-wall-street-2017-05-07 Hold BUY DJIA (iii/5); JCI > 5.726 TP 5.852, Hold N225 HSI
Menakar prospek pergerakan INDY (See CTA Blog) http://investasi.kontan.co.id/news/menakar-prospek-pergerakan-harga-saham-indy Reliance: Akuisisi WOM Finance belum berakhir http://keuangan.kontan.co.id/news/reliance-akuisisi-wom-finance-belum-berakhir
IHSG rebound 0,53% setelah rilis suku bunga BI http://investasi.kontan.co.id/news/ihsg-rebound-053-setelah-rilis-suku-bunga-bi The Power of Lines & Timing JCI BUMI, Volatile 3-10 & 15-19 Mei, Foreign Buy YTD Rp 28 T, > 5.577
Dana asing serbu RI capai RP 105 Trilun https://finance.detik.com/moneter/d-3505025/dana-asing-serbu-ri-capai-rp-105-t Belum lapor kinerja keuangan 74 emiten bisa di denda https://finance.detik.com/bursa-dan-valas/d-3505023/belum-lapor-kinerja-keuangan-74-emiten-ini-bisa-didenda
May 2017 Semi-Annual Index Review - Effective date : June 1, 2017
INDONESIA
•MSCI Global Standard Indexes List
Additions : -
Deletions : -
https://files.acrobat.com/a/preview/2776ab2b-ee4e-4867-9676-3a4d958bd319
•MSCI Small Cap Indexes List
Additions : BIRD, BUMI, DOID, HRUM, MEDC, NIKL, MNC INVESTAMA, INAF, TBLA, WSBP
Deletions : APLN, ARNA, BISI, LPCK, MLPL
https://files.acrobat.com/a/preview/baf96a45-5154-40ad-a648-b9205260bc46
•MSCI Micro Cap Indexes List
Additions : -
Deletions : -
https://files.acrobat.com/a/preview/2996e7c1-f6e5-4d7a-9d38-aeed803f074a
NEXT :
August 2017 Quarterly Index Review : Announcement date: August 10, 2017 And Effective date: September 1, 2017
https://files.acrobat.com/a/preview/cbff2b73-eaa3-4284-87fc-c8f506a082ae
**Cum Date Pekan Ini***
NRCA : Rp30/saham
Cum : 15 Mei 2017
Pay : 7 Juni 2017
SSIA : Rp11/saham
Cum : 15 Mei 2017
Pay : 8 Juni 2017
TOTL : Rp45/sahan
Cum : 15 Mei 2017
Pay : 8 Juni 2017
FASW : Rp127/saham
Cum : 16 Mei 2017
Pay : 23 Mei 2017
MYOH : USD0,00771/saham
Cum : 17 Mei 2017
Pay : 9 Juni 2017
BBKP : Rp35,8749/saham
Cum : 17 Mei 2017
Pay : 9 Juni 2017
PRDA : Rp28,20288/saham
Cum : 17 Mei 2017
Pay : 9 Juni 2018
LPGI : Rp170/saham
Cum : 18 Mei 2017
Pay : 9 Juni 2017
MREI : Rp55/saham
Cum : 18 Mei 2017
Pay : 8 Juni 2017
CSAP : Rp3,5/saham
Cum : 18 Mei 2017
Pay : 9 Juni 2017
POWR : Rp46,87371/saham
Cum : 18 Mei 2017
Pay : 14 Juni 2017
(ksei)
FAC
Oil jumps after Saudis, Russia say supply cut to be extended to March 2018 http://www.cnbc.com/2017/05/14/russian-energy-minister-alexander-novak-says-russia-agrees-with-saudis-on-extending-crude-output-cuts-to-march-2018.html Crude TP $ 51.20/53.76 in wave corr iv/A
Awas jangan langsung nyalakan komputer kantor hari Senin besok http://tekno.kompas.com/read/2017/05/14/09090027/awas.jangan.langsung.nyalakan.komputer.kantor.hari.senin.besok
Analis: IHSG Tinggalkan Level 5.700 http://m.bisnis.com/market/read/20170514/189/653289/ihsg-tinggalkan-level-5.700-simak-komentar-analis- Rejection Ke 7 support IHSG, Foreign Buy Weekly Rp 4.95 T vs Data BOP, < 5D MA
Duh, emas Antam beresiko turun ke Rp 500.000/gram http://m.kontan.co.id/news/duh-emas-antam-beresiko-turun-ke-rp-500000gram Gold Oversold Buy menuju $ 1.240-1.250 sebelum Summer Bear Attack
Saham emiten batubara masih tertekan http://m.kontan.co.id/news/saham-emiten-batubara-masih-tertekan break support line dalam wave corr c, hunting lower low (crude oil TP $ 38-43)
Why the emerging markets rally may just be emerging http://www.cnbc.com/2017/05/11/why-the-emerging-markets-rally-may-just-be-emerging.html 5ummer USD Attack (CTA Calls since 2010) by 4stro, Cycle, Wave
IHSG - 0,19% dibayangi putusan Ahok http://investasi.kontan.co.id/news/ihsg-berakhir-longsor-019-dibayangi-putusan-ahok Proven The 6th rejection lines < 5.747, YTD foreign buy Rp 26 T, bearish C'rab.
China Berpotensi Pangkas Batu Bara http://industri.bisnis.com/read/20170508/44/651899/china-berpotensi-pangkas-batu-bara Buy on weakness saham Coal (wave corr B), Crude Oil TP $ 40-43, Bad Cycle di Mei
Indonesia's Still a Darling for Investors Ignoring Earnings
https://www.bloomberg.com/news/articles/2017-05-04/indonesia-s-still-a-darling-for-investors-shrugging-off-earnings
Macron wins seen as an upbeat sign for the stock market http://www.marketwatch.com/story/macron-handily-wins-french-presidential-electionan-upbeat-outcome-for-wall-street-2017-05-07 Hold BUY DJIA (iii/5); JCI > 5.726 TP 5.852, Hold N225 HSI
Menakar prospek pergerakan INDY (See CTA Blog) http://investasi.kontan.co.id/news/menakar-prospek-pergerakan-harga-saham-indy Reliance: Akuisisi WOM Finance belum berakhir http://keuangan.kontan.co.id/news/reliance-akuisisi-wom-finance-belum-berakhir
*Rekap Laba (-Rugi) Emiten 1Q17 vs 1Q16*
*BANK & FINANCE*
• BBRI Rp6.64t vs Rp6.24t
• BBCA Rp4.99t vs Rp4.51t
• BMRI Rp4.08t vs Rp3.82t
• BBNI Rp3.23t vs Rp2.97t
• BDMN Rp1.05t vs Rp813m
• PNBN Rp725m vs Rp574m
• BNGA Rp639m vs Rp268m
• BBTN Rp594m vs Rp491m
• NISP Rp563m vs Rp457m
• BNII Rp499m vs Rp450m
• BTPN Rp478m vs Rp429m
• BNLI Rp453m vs -Rp376m
• BJBR Rp448m vs Rp446m
• PNLF Rp409m vs Rp318m
• BJTM Rp340m vs Rp313m
• ADMF Rp328m vs Rp285m
• BBKP Rp290m vs Rp274m
• BFIN Rp254m vs Rp159m
• TURI Rp105m vs Rp104m
• AGRO Rp36.2m vs Rp27.6m
• AMAG Rp30.0m vs Rp42.3m
• WOMF Rp27.7m vs Rp20.7m
• MCOR Rp25.4m vs Rp15.8m
• TRIM Rp13.1m vs Rp11.3m
• PNBS Rp12.7m vs Rp2.66m
• BBHI Rp2.32m vs Rp2.89m
• BABP -Rp19.3m vs Rp2.07m
• BEKS -Rp39.9m vs -Rp80.1m
*CONSUMER & PHARMACY*
• HMSP Rp3.29t vs Rp3.12t
• UNVR Rp1.96t vs Rp1.57t
• GGRM Rp1.89t vs Rp1.69t
• INDF Rp1.20t vs Rp1.08t
• ICBP Rp1.09t vs Rp945m
• KLBF Rp588m vs Rp563m
• MYOR Rp361m vs Rp323m
• TSPC Rp207m vs Rp206m
• DLTA Rp76.9m vs Rp57.1m
• FAST Rp37.2m vs Rp8.29m
• WIIM Rp18.9m vs Rp35.2m
• ADES Rp11.1m vs Rp15.1m
• KINO Rp3.55m vs Rp71.7m
• SKLT Rp3.14m vs Rp1.70m
• PYFA Rp1.31m vs Rp949jt
*AUTO & HEAVY EQUIPMENT*
• ASII Rp5.09t vs Rp3.11t
• UNTR Rp1.50t vs Rp730m
• AUTO Rp147m vs Rp80.7m
• SMSM Rp112m vs Rp91.7m
• KOBX $524rb vs $72.3rb
• CARS Rp44.8m vs Rp49.2m
• MASA -$309rb vs -$1.32jt
*RETAIL*
• LPPF Rp244m vs Rp244m
• ACES Rp154m vs Rp139m
• AMRT Rp73.3m vs Rp66.6m
• ERAA Rp65.4m vs Rp60.9m
• MAPI Rp58.6m vs Rp15.4m
• MIDI Rp18.4m vs Rp13.3m
• RANC Rp6.81m vs Rp10.9m
• RALS Rp2.87m vs Rp8.40m
• DNET -Rp31.2m vs Rp45.8m
• MPPA -Rp177m vs -Rp103m
*TELCO, TECH & MEDIA*
• TLKM Rp31.0t vs Rp27.5t
• MNCN Rp419m vs Rp479m
• SCMA Rp301m vs Rp361m
• LINK Rp236m vs Rp188m
• KREN Rp69.8m vs Rp25.4m
• BALI Rp50.5m vs Rp39.9m
• BMTR Rp48.2m vs Rp213m
• MTDL Rp45.1m vs Rp32.1m
• ASGR Rp33.5m vs Rp43.5m
• EMTK Rp22.6m vs -Rp65.6m
• MLPT Rp19.4m vs Rp20.1m
• BHIT -Rp10.9m vs Rp283m
• MARI Rp9.02m vs Rp8.75m
• MSKY -Rp104m vs Rp127m
• FREN -Rp754m vs -Rp266m
*PROPERTY*
• PWON Rp348m vs Rp543m
• MKPI Rp312m vs Rp281m
• JRPT Rp256m vs Rp242m
• MDLN Rp225m vs Rp62.0m
• CTRA Rp216m vs Rp192m
• LPCK Rp185m vs Rp223m
• ASRI Rp176m vs Rp527m
• LPKR Rp143m vs Rp311m
• DMAS Rp123m vs Rp271m
• PPRO Rp91.2m vs Rp90.6m
• BEST Rp83.4m vs Rp123m
• SMRA Rp71.9m vs Rp28.3m
• MTLA Rp65.3m vs Rp65.1m
• KIJA Rp54.7m vs Rp135m
• PJAA Rp39.8m vs Rp48.6m
• GWSA Rp38.1m vs Rp62.0m
• DILD Rp19.7m vs Rp101m
• KPIG Rp1.16m vs Rp420m
• BKSL Rp658jt vs Rp23.0m
• NIRO -Rp8.09m vs -Rp3.84m
• JGLE -Rp16.2m vs Rp34.6m
• MYRX -Rp63.9m vs Rp8.94m
• BSDE limited review
• RIMO audit
*CONSTRUCTION*
• WSKT Rp407m vs Rp127m
• WIKA Rp245m vs Rp71.7m
• WSBP Rp196m vs Rp101m
• PTPP Rp130m vs Rp98.2m
• TOTL Rp63.7m vs Rp61.9m
• WTON Rp51.0m vs Rp50.2m
• IDPR Rp33.4m vs Rp37.9m
• ACST Rp30.6m vs Rp19.3m
• NRCA Rp20.6m vs Rp30.0m
• ADHI Rp19.1m vs Rp10.7m
• BTON Rp1.85m vs -Rp5.31m
*INFRASTRUCTURE RELATED*
• PGAS $96.8jt vs $101jt
• SMGR Rp746m vs Rp1.03t
• JSMR Rp523m vs Rp404m
• INTP Rp491m vs Rp958m
• AKRA Rp258m vs Rp255m
• CMNP Rp146m vs Rp148m
• BUKK Rp38.9m vs Rp21.5m
• SMBR Rp32.0m vs Rp28.3m
• RAJA $1.66jt vs $1.24jt
• SMCB -Rp116m vs Rp66.9m
• BNBR -Rp155m vs Rp165m
*MANUFACTURING*
• INKP $85.8jt vs $26.7jt
• SRIL $17.7jt vs $16.4jt
• BRPT $48.9jt vs $12.1jt
• GJTL Rp216m vs Rp338m
• FASW Rp147m vs Rp244m
• TKIM $7.71jt vs $9.66jt
• TOTO Rp74.1m vs Rp46.3m
• KBLI Rp63.5m vs Rp61.9m
• JECC Rp42.4m vs Rp34.4m
• FPNI $1.66jt vs $424rb
• BOLT Rp33.6m vs Rp37.8m
• SPMA Rp28.4m vs Rp49.4m
• EKAD Rp25.4m vs Rp23.7m
• AGII Rp23.3m vs Rp17.6m
• INDS Rp17.3m vs Rp13.4m
• KDSI Rp15.5m vs Rp5.96m
• IGAR Rp14.4m vs Rp11.5m
• KBLM Rp5.67m vs Rp6.39m
• ALMI Rp2.92m vs -Rp27.5m
• BRNA -Rp7.45m vs Rp10.2m
• NIKL -$506rb vs $855rb
• KRAS -$20.7jt vs -$59.8jt
*SERVICES*
• SRTG Rp874m vs Rp2.93t
• MIKA Rp185m vs Rp184m
• BIRD Rp117m vs Rp138m
• SILO Rp41.0m vs Rp40.5m
• PRDA Rp32.3m vs Rp24.1m
• ASSA Rp22.9m vs Rp10.9m
• SAME Rp22.6m vs Rp24.8m
• TPMA $573rb vs -$421rb
• EPMT Rp90.0m vs Rp123m
• ARNA Rp39.4m vs Rp23.0m
• PTRO $2.47jt vs -$3.41jt
• SHIP $2.15jt vs $564rb
• SAME Rp22.6m vs Rp24.8m
• SMDR $1.56jt vs $4.47jt
• SONA Rp15.9m vs Rp15.4m
• BLTA $1.47jt vs -$4.64jt
• TMAS Rp11.5m vs Rp54.9m
• BLTZ -Rp6.95m vs -Rp16.4m
• MBSS -$2.56jt vs -$1.30jt
• WINS -$3.98jt vs -$1.42jt
• TAXI -Rp58.5m vs -Rp9.84m
• GIAA -$98.5jt vs $1.02jt
• SOCI limited review
*ENERGY & MINING*
• ADRO $97.1jt vs $59.7jt
• BUMI $88.0jt vs $22.5jt
• PTBA Rp871m vs Rp332m
• BYAN $52.9jt vs -$802rb
• POWR $27.5jt vs $83.7jt
• DOID $23.75jt vs $3.06jt
• INDY $22.1jt vs -$4.85jt
• HRUM $12.4jt vs $1.30jt
• KKGI $4.45jt vs $2.50jt
• MYOH $3.39jt vs $5.97jt
• ANTM Rp6.63m vs Rp5.29m
• ELSA Rp5.18m vs Rp93.8m
• SMMT Rp4.42m vs -Rp3.93m
• MITI -Rp1.29m vs -Rp7.78m
• DKFT -Rp7.07m vs -Rp10.2m
• CNKO -Rp109m vs -31.8m
• BRMS -$5.87jt vs -$1.54jt
• INCO -$6.16jt vs -$15.4jt
*AGRICULTURE & POULTRY*
• AALI Rp801m vs Rp417m
• CPIN Rp626m vs Rp762m
• LSIP Rp374m vs Rp50.4m
• SIMP Rp340m vs Rp67.7m
• SMAR Rp340m vs Rp462m
• SGRO Rp158m vs Rp14.0m
• JPFA Rp91.4m vs Rp277m
• BISI Rp76.2m vs Rp65.4m
• MAIN Rp24.6m vs Rp52.1m
• SULI $1.45jt vs $1.92jt
• BWPT -Rp18.2m vs -Rp69.3m
• GZCO -Rp38.4m vs -Rp62.1m
*Laba (-Rugi) Emiten FY16 vs FY15*
• DGIK -Rp387m vs Rp4.68m
• SKLT Rp20.6m vs Rp20.4m
Prediksi IHSG awal Mei http://m.kontan.co.id/news/prediksi-arah-ihsg-awal-mei Foreign Buy YTD Rp 22 T, YTD 7% (8th in Asia), Jelang FOMC, NFP, Bad Astrocycle, Gann lines
Kinerja emiten konstruksi makin kokoh http://m.kontan.co.id/news/kinerja-emiten-konstruksi-makin-kokoh Sesuai 2 rekomendasi CTA di April, Cycle & wave reBound
