Mentari Pagi Edisi 239 jum’at 18 Agustus 2017

REVIEW IHSG

Rabu, 16 Agustus 2017 kemarin IHSG ditutup dilevel 5891.949 menguat 0.98% atau naik 56.907 poin dari level sebelumnya. Sementara itu asing mencatatkan penjualan bersih sebanyak 120.86 M.

Hampir semua sector menguat diantaranya sector property, pertanian, infrastruktur, aneka industry, keuangan, dan yang paling memimpin adalah sector konsumsi dengan 3,456%. 3 sektor lainnya melemah diantaranya sector penjualan, industry dasar, dan sektor pertambangan yang memimpin perlemahan dengan 0,282%.

Kami prediksikan IHSG hari ini akan bergerak turun.

RINCIAN TRANSAKSI BURSA

16 AGUSTUS 2017

Anggaran Rp 404 triliun untuk infrastruktur 2018

KONTAN.CO.ID – JAKARTA. Pemerintah dalam Rancangan Anggaran Pendapatan dan Belanja Negara 2018 (RAPBN 2018) menganggarkan Rp 404 triliun untuk pembangunan infrastruktur. Basuki Hadimuljono, Menteri Pekerjaan Umum dan Perumahan Rakyat mengatakan, anggaran tersebut akan digunakan untuk menggenjot beberapa sektor infrastruktur yang ditangani Kementerian PUPR. Seperti sektor jalan, sumber air dan irigasi air.

 

Opini kami :

Pada era pemerintahan Jokowi sektor infrastruktur memang menjadi primadona bagi investor. Terlebih lagi emiten di sektor kontruksi berhasil membukukan laba bersih yang cemerlang. Berdasarkan data BEI, total laba 11 emiten kontruksi yang sudah di publikasikan dan perkiraan laba satu emiten yang dinyatakan manajemen mencapai sekitar Rp. 2,77 T pada semester tahun ini, angka ini naik 83,17% dibanding semester 1 tahun lalu. Dengan pemerintah menganggarkan Rp. 404 T untuk infrastruktur, angka tersebut naik sekitar Rp. 7,9 T maka kami melihat sektor ini masih akan menjadi primadona.

 

ITMG catatkan kenaikan laba 188%

KONTAN.CO.ID – PT Indo Tambangraya Megah Tbk (ITMG) mencatatkan kenaikan pendapatan di semester pertama tahun 2017 sebesar 22,85% ke angka US$ 748,78 juta. Sebelumnya, ITMG mencatatkan pendapatan semester pertama 2016 sebesar US$ 609,47 di semester 1 2016 yang lalu. Seiring dengan kenaikan pendapatan ITMG, Laba perusahaan juga terkerek sebesar US$ 105,29 juta di semester kedua tahun 2017 ini. Laba tersebut naik sebesar 188% jika dibandingkan dengan laba perusahaan di periode sama tahun sebelumnya yakni sebesar US$ 34,48 juta.

Opini kami :

Kenaikan laba ITMG ditopang dengan harga batubara yang cenderung stabil, bahkan harga batubara melambung menyentuh level tertinggi nya sejak 2013. Beban penjualan yang turun sekitar 12 % atau US$ 41,04 juta juga membuat laba ITMG meningkat.

 

MEDC kantongi peringkat B2 dari Moody’s

KONTAN.CO.ID – Moodys Investors Service menyematkan kembali peringkat B2 bagi PT Medco Energi Internasional Tbk (MEDC). Rating ini ditetapkan per 28 Juli 2017. Di saat bersamaan, lembaga pemeringkat itu juga menegaskan rating B2 untuk obligasi Medco senilai US$ 400 juta. Sebagai pertimbangan, hasil bersih penerbitan obligasi MEDC senilai US$ 383 juta. Dana tersebut akan digunakan untuk mendanai cadangan bunga sekitar US$ 17 juta, melunasi pinjaman untuk proyek Natuna sebesar US$ 220 juta dan membayar kembali obligasi SGD yang beredar sebesar US$ 72 juta. Sisanya, sekitar $ 74 juta akan disimpan dalam rekening escrow untuk pelunasan utang lain yang jatuh tempo dalam 12 bulan ke depan.

 

Opini kami :

Obligasi berperingkat B2 merupakan obligasi yang cenderung spekulatif dan beresiko. Namun jika di lihat dari penjualan MEDC di kuartal I 2017 yang naik sebesar 60,7 % atau US $ 210,26 juta dibandingkan dengan periode yang sama tahun lalu. Laba bersih MEDC juga tumbuh 321,6% mencapai US$ 43,05 juta dari laba periode tahun lalunya yang sebesar US$ 10,21 juta. Kenaikan penjualan dan laba bersih tersebut didapatkan dengan mengeskpolrasi pada dua blok yaitu Blok South Sumatera dan Blok Rimao pada semester 1 2017. Maka kami melihat dengan pertumbuhan tersebut MEDC memiliki prospek yang baik untuk kedepannya.

REKOMENDASI SAHAM

UNVR ada potensi uji resistance kuatnya di 49500,jika berhasil breakout kemungkinan akan menjadi uptrend karena berhasil melewati masa sidewaynya indikator MACD juga berhasil golden cross yg artinya itu merupakan konfirmasi bahwa UNVR potetensi sekali breakout resistance nya.

Rekomendasi buy if breakout 49.500

Stop loss jika breakdown 49.500

 

Create By:Research Hima Ae

Jati Akbar Bahrul Kholbi

Ahmad Ali Ramadhan

Muhamad syarifudin

Agung Kurniawan

Aditya Widianto

Mila septrya

Euis Herlina

 

38 thoughts on “Mentari Pagi Edisi 239 jum’at 18 Agustus 2017

  1. Usually I don’t read post on blogs, but I would like to say that this
    write-up very pressured me to take a look at and
    do it! Your writing style has been surprised me.
    Thanks, quite great article.

    Reply

  2. Way cool! Some very valid points! I appreciate
    you writing this article plus the rest of the site is extremely good.

    Reply

  3. It is not my first time to visit this site, i am visiting this web
    page dailly and take fastidious facts from here everyday.

    Reply

  4. Hi there, yup this paragraph is in fact fastidious and I have learned lot
    of things from it regarding blogging. thanks.

    Reply

  5. Amazing blog! Is your theme custom made or did you download it
    from somewhere? A theme like yours with a few simple tweeks would really make my blog jump out.
    Please let me know where you got your theme. Kudos

    Reply

  6. Greetings! Very useful advice within this article!

    It is the little changes which will make the most important changes.
    Thanks a lot for sharing!

    Reply

  7. Whats up this is somewhat of off topic but I was wanting to know if blogs
    use WYSIWYG editors or if you have to manually code with HTML.
    I’m starting a blog soon but have no coding expertise
    so I wanted to get advice from someone with experience. Any help would
    be greatly appreciated!

    Reply

  8. Do you have a spam issue on this website; I also am
    a blogger, and I was curious about your situation; many of us
    have created some nice procedures and we
    are looking to swap strategies with other folks,
    please shoot me an email if interested.

    Reply

  9. I’m not sure why but this weblog is loading incredibly slow for me.
    Is anyone else having this problem or is it a issue on my
    end? I’ll check back later and see if the problem still exists.

    Reply

  10. This design is steller! You definitely know how to
    keep a reader amused. Between your wit and your videos, I was
    almost moved to start my own blog (well, almost…HaHa!) Great job.

    I really enjoyed what you had to say, and more than that, how you presented it.
    Too cool!

    Reply

  11. Have you ever considered about adding a little bit more than just your articles?

    I mean, what you say is fundamental and all.
    But think about if you added some great images or video clips to give your posts more, “pop”!
    Your content is excellent but with pics and videos, this website could definitely
    be one of the very best in its niche. Superb blog!

    Reply

  12. Quest bars cheap fitnesstipsnew1 quest bars cheap 516999410492780544 quest
    bars cheap
    Every weekend i used to pay a quick visit this
    site, because i want enjoyment, since this this web page conations actually fastidious funny
    material too. Quest bars cheap fitnesstipsnew1 quest bars cheap 516999410492780544
    quest bars cheap

    Reply

  13. I like what you guys tend to be up too. This type of clever work and
    coverage! Keep up the fantastic works guys I’ve incorporated you guys
    to our blogroll.

    Reply

  14. What i do not understood is in truth how you’re not really much more smartly-liked than you may be now.
    You’re very intelligent. You already know therefore
    significantly in the case of this topic, made me for my part imagine it from so many
    varied angles. Its like women and men aren’t interested unless it’s one thing to do with Girl gaga!

    Your personal stuffs great. Always care for it up!

    Reply

  15. Have you ever thought about including a little bit more
    than just your articles? I mean, what you say is valuable and all.
    Nevertheless just imagine if you added some great photos or video clips to give your posts more, “pop”!
    Your content is excellent but with images and videos, this
    site could certainly be one of the greatest in its niche. Terrific blog!

    Reply

  16. Hey there just wanted to give you a quick heads up. The
    words in your post seem to be running off the screen in Safari.
    I’m not sure if this is a formatting issue or
    something to do with browser compatibility but I thought I’d post to let you know.
    The design look great though! Hope you get the issue solved soon. Many thanks

    Reply

  17. Hi, I do think this is an excellent blog. I stumbledupon it
    😉 I will return once again since I book marked it. Money and freedom is the greatest way to change, may you be rich and continue to guide others.

    Reply

  18. Having read this I believed it was extremely informative.
    I appreciate you taking the time and effort to put this information together.
    I once again find myself spending way too much time
    both reading and commenting. But so what, it was still worth
    it!

    Reply

  19. hello there and thank you for your info – I’ve certainly picked up something new from right here.
    I did however expertise a few technical points
    using this website, as I experienced to reload the website a lot of times previous
    to I could get it to load correctly. I had been wondering if your web hosting is OK?
    Not that I am complaining, but slow loading instances
    times will sometimes affect your placement in google and
    can damage your high-quality score if advertising and marketing with Adwords.
    Well I’m adding this RSS to my e-mail and could look out for much more of your respective intriguing content.
    Ensure that you update this again very soon.

    Reply

  20. Greetings I am so happy I found your weblog, I really found you by mistake, while I was browsing on Yahoo for something else, Regardless I am here now and would just like to say cheers for a incredible post and a all round thrilling
    blog (I also love the theme/design), I don’t have time to go through it all at the minute but I have saved
    it and also added in your RSS feeds, so when I have time I will be back
    to read a lot more, Please do keep up the superb jo.

    Reply

  21. Oh my goodness! Incredible article dude! Thanks, However I am having problems with your RSS.

    I don’t understand the reason why I am unable to subscribe to it.
    Is there anybody getting identical RSS issues? Anyone who knows the
    answer can you kindly respond? Thanks!!

    Reply

  22. I love your blog.. very nice colors & theme. Did you design this website yourself or did you hire someone to do it for you?
    Plz reply as I’m looking to design my own blog and would like to find out where u got this from.
    many thanks

    Reply

  23. I’m extremely inspired together with your writing skills as neatly as with the layout to your weblog.
    Is that this a paid subject or did you modify it your self?
    Either way keep up the excellent quality writing, it is rare to look a great
    blog like this one today..

    Reply

  24. 以低能量的1064-Q激光反覆掃於皮膚表面,逐步改善皮膚色素問題。 治療時產生的熱能能促進膠原蛋白的再生,回復肌膚彈性。 使用7mm平行光光頭,使輸出的激光更溫和及均勻。功效: 去除紋身 美白及去除面毛 令整體膚色更白更均勻 減淡及去除荷爾蒙斑或反黑 增加皮膚膠原蛋白,改善皮膚彈性 減淡深層色斑 : 黃褐斑,荷爾蒙斑,蝴蝶斑 以低能量的1064-QS激光反覆掃於皮膚表面,逐步改善皮膚色素問題 使用8-10mm平行光光頭,使輸出的激光 更溫和及均勻 1. 激光能透進皮膚深層 2. 激光被黑色素吸收 3. 產生熱能將黑色素體分解 4. 被呑噬細胞吸收及排出體外

    Reply

  25. I’ve been browsing online more than three hours today, yet I never found any
    interesting article like yours. It’s pretty worth enough for me.
    In my opinion, if all website owners and bloggers
    made good content as you did, the internet will
    be much more useful than ever before.

    Reply

  26. My programmer is trying to convince me to move to .net from PHP.
    I have always disliked the idea because of the costs.
    But he’s tryiong none the less. I’ve been using
    WordPress on a variety of websites for about a year and am anxious about switching to another platform.
    I have heard excellent things about blogengine.net.
    Is there a way I can import all my wordpress posts into
    it? Any kind of help would be really appreciated!

    Reply

Leave a Reply

Your email address will not be published. Required fields are marked *