Posted on 64 Comments on Mentari Pagi Edisi 241 Selasa, 22 Agustus 2017

Mentari Pagi Edisi 241 Selasa, 22 Agustus 2017

REVIEW IHSG

Senin, 21 Agustus 2017 kemarin IHSG ditutup dilevel 5861.004 melemah 0.56% atau naik 32.837 poin dari level sebelumnya. Sementara itu asing mencatatkan penjualan bersih sebanyak 52 T.

Hampir semua sektor melemah, kecuali 2 sektor yang menguat yaitu sektor properti dan keuangan. 7 sektor lainnya melemah, yang mempimpin adalah sektor konsumer (2,354%).

Kami prediksikan IHSG pekan ini akan lanjut melemah.

RINCIAN TRANSAKSI BURSA

21 AGUSTUS 2017

RANGKUMAN BERITA EKONOMI

Siap-siap, tarif cukai rokok 2018 naik lagi

KONTAN.CO.ID – Inflasi tahun depan 2018 bakal kembali tersulut oleh asap rokok. Pemerintah berencana menaikkan tarif cukai untuk hasil tembakau pada tahun depan. Ini merupakan kenaikan yang keempat kali berturut-turut selama empat tahun terakhir.

Dalam RAPBN 2018, pemerintah mematok target penerimaan bea dan cukai sebesar Rp 155,2 triliun, naik tipis 1,3% dibanding target dalam APBN Perubahan (APBN-P) 2017. Penerimaan cukai hasil tembakau masih berkontribusi terbesar Rp 148,23 triliun. Sedangkan penerimaan dari cukai etil alkohol Rp 170 miliar, dan cukai minuman yang mengandung etil alkohol (MMEA) Rp 6,5 triliun.

Opini Kami :

Menurut kami kenaikan tarif cukai akan menimbulkan sentimen negatif bagi emiten rokok. Hal ini terlihat dari perdagangan kemarin dua emiten rokok yaitu HMSP dan GGRM bergerak turun, saham HMSP tercatat turun 4.01% ke level Rp3.590 dan saham GGRM melorot 2,30% ke Rp.72.300. Naiknya tarif cukai akan menaikkan biaya produksi dan menekan kinerja emiten. Namun jika kenaikan tarif cukai tidak signifikan tidak akan mempengaruhi kinerja emiten, kenaikan tarif cukai yang dipredikisi lebih rendah akan membuat emiten bisa mengontrol harga yang lebih baik.

Industri semen berharap dari proyek pemerintah

KONTAN.CO.ID – Industri semen mengharapkan anggaran pemerintah untuk infrastruktur dan dana pembangunan pedesaan yang diperkirakan sekitar Rp 60 triliun bisa direalisasikan pada sisa waktu 5 bulan mendatang. Di tengah kondisi properti yg menurun di semester I 2017, industri semen mengharapkan ada kebijakan pemerintah yang bisa mendongkrak pembangunan perumahan pada semester II ini, Seperti kelonggaran down payment, bunga bank, penyediaan lahan yang murah dan lainnya.

 

Opini Kami:

Kapasitas produksi semen Indonesia sudah melebihi kebutuhan dalam negeri, kapasitas produksi semen dalam negeri mencapai 107 ton sedangkan konsumsi semen dalam negeri hanya 63 juta ton pertahun. Hal tersebut akan menekan kinerja emiten semen, kenailkan proyeksi ekspor semen sebesar 2,5 juta ton dari 1,25 juta ton tahun lalu juga tidak akan cukup membantu kinerja emiten. Proyek-proyek pemerintah dan kebijakan pemerintahlah yang menjadi harapan bagi emiten semen. Dalam RAPBN tahun 2018 dana sebesar Rp. 404 T untuk proyek infrastruktur yang di garap oleh pemerintah diharapkan akan membantu kinerja emiten semen.

Pamor emas Antam kembali glamor

KONTAN.CO.ID – Memanasnya kondisi geopolitik global serta kegaduhan politik di Amerika Serikat (AS) kembali mendorong pelaku pasar menyerbu instrumen safe haven. Selain yen, emas pun merasakan ceruk manis tersebut.

Salah satu bukti, Jumat (18/8), harga emas kontrak pengiriman Desember 2017 di Commodity Exchange, naik menjadi US$ 1.291,6 per ons troi. Kenaikan ini berdampak positif pada harga emas batangan produksi PT Aneka Tambang Tbk (ANTM). Jumat lalu, harga emas Antam kembali ke level tertinggi tahun ini di Rp 604.000 per gram.

Opini Kami :

Memanas nya kondisi politik Amerika Serikat, seperti Donald Trump membubarkan dewan penasihat bisnis dan membuat kurs dollar AS tertekan. Serta latihan militer antara Amerika Serikat dan Korea selatan selama 10 hari juga mendorong kenaikan harga emas. Tren kenaikan harga emas ini diharapkan akan berdampak positif bagi pendapatan emiten Antam.

REKOMENDASI SAHAM

SMRA jika di perhatikan ada pola cantik di saham SMRA ini yaitu pola cupandhandle yg artinya saham SMRA ini akan potensi melaju naik jika berhasil breakout dari neckline nya.

Rekomendasi buy if breakout 1145 dengan target 1286

Batasi resiko jika harga breakdown dari 1135

 

Create By : Research of HIMA AE

Jati Akbar Bahrul Kholbi

Ahmad Ali Ramadhan

Mohamad Syarifudin

Agung Kurniawan

Aditya Widianto

Mila septrya

Euis Herlina

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