Mentari Pagi Edisi 257 Rabu 20 September 2017

REVIEW IHSG

Selasa, 19 September 2017 kemarin IHSG ditutup dilevel 5901.326 menguat 0.28% atau naik 16.715 poin dari level sebelumnya. Sementara itu asing mencatatkan penjualan bersih sebanyak 229.80 M.

5 sektor menguat diantaranya sektor property, keuangan, penjualan, aneka industry  dan pertambangan (1,31%).   4 sektor lainnya melemah diantaranya sektor infrastruktur , konsumsi, pertanian, dan industry dasar (0,33).

Kami prediksikan IHSG hari ini akan lanjut menguat.

RINCIAN TRANSAKSI BURSA

19 SEPTEMBER 2017

RANGKUMAN BERITA EKONOMI

Target Dividen BUMN di 2018 Naik Jadi Rp 44,7 Triliun

Jakarta – Dalam Rancangan APBN 2018, pemerintah menetapkan target penerimaan negara atas laba BUMN atau dividen Rp 43,7 triliun. Angka tersebut meningkat 11% target 2017 sebesar Rp 41 triliun. Kepala Badan Kebijakan Fiskal (BKF) Kementerian Keuangan, Suahasil Nazara, selaku ketua tim dari pihak pemerintah menawarkan kenaikan Rp 1 triliun menjadi Rp 44,7 triliun pada tahun 2018. Tawaran tersebut akhirnya disetujui oleh Banggar.
Opini Kami:

Kenaikan dividen BUMN menjadi Rp. 44,7 T dirasa masih rasional, jika dilihat dari BUMN yang melantai di Bursa memiliki kinerja yang sangat baik seperti pada sektor perbankan, telekomunikasi dan kontruksi. Hal ini bisa menjadi sentimen positif karena kami menilai BUMN memiliki peranan penting dalam mendukung pertumbuhan indonesia, karena secara tidak langsung menjadi alat pemerintah untuk menata kebijakan perekonomian di Indonesia dengan kontribusi nya dalam pemabayaran dividen BUMN dan pajak yang disetorkan.

Sumber : Detik

 

Daya beli lemah, emiten ritel mengatur siasat

KONTAN.CO.ID – Sektor ritel modern terus memutar otak agar bisnis bisa berjalan optimal. Daya beli masyarakat yang rendah, masih menjadi momok sektor ini. Tak ayal bila kebanyakan emiten sektor ini cukup tertekan. Siasat pun diatur untuk menebalkan bottom linekinerja emiten.

Salah satu cara yang ditempuh emiten yakni dengan menutup toko-toko yang tidak produktif. Misalnya saja, seperti yang dilakukan PT Matahari Department Store Tbk (LPPF)dengan menutup dua gerai di Pasaraya Manggarai dan Blok M akhir bulan ini. Manajemen memilih fokus pada gerai yang memberi kontribusi positif.

 

Opini kami :

Berubahnya pola konsumsi dimasyarakat seperti berbelanja secara online dan kecenderungan masyarakat berbelanja di minimarket menbuat emiten ritel tertekan dan mau tidak mau emiten ritel harus mengikuti perubahan yang ada. Seperti yang dilakukan LPPF dengan menutup 2 gerai yang dianggap tidak produktif serta RALS menutup 8 gerai berformat supermarket dan menggantinya dengan departement store. Ada juga Alfamart (AMRT) dan Indomart (DNET) yang membuka fitur berbelanja online serta HERO yang sudah membuka 2 Giant Mart yang berkonsep minimarket. Perubahan – perubahan yang dilakukan emiten ritel tersebut diharapkan akan membuat kinerja emiten yang lebih baik.

REKOMENDASI SAHAM

Sentul City.Tbk ( BKSL ) pada perdagangan kemarin testing resistance di level 156 namun tidak berhasil breakout,hari ini kami prediksikan BKSL mampu breakout dari resitance nya.

 

Rekomendasi:Buy if break 156

Batasi resiko jika harga bergerak di bawah 156

 

 

Create By : Research of HIMA AE

Jati Akbar Bahrul Kholbi

Ahmad Ali Ramadhan

Mohamad Syarifudin

Agung Kurniawan

Aditya Widianto

Mila septrya

Euis Herlina

 

17 thoughts on “Mentari Pagi Edisi 257 Rabu 20 September 2017

  1. Mannabase a new Cryptocurrency is actually giving away FREE coins every week to new users. The best part is they are a Humanitarian organisation set to be bigger than Bitcoin. This could be the Biggest Free Investment you ever make. If you have 5 Minutes spare read the Whitepaper these Guys are something else. http://bit.ly/-FreeCryptocurrency

    Reply

  2. Hello would you mind sharing which blog platform you’re working with?
    I’m going to start my own blog soon but I’m having a tough time making a
    decision between BlogEngine/Wordpress/B2evolution and Drupal.
    The reason I ask is because your design and style seems different then most blogs and I’m looking for something unique.
    P.S Apologies for being off-topic but I had to ask!

    Reply

  3. I’m more than happy to uncover this site. I want to to thank you for your time due to this fantastic read!!
    I definitely enjoyed every little bit of it and i also have you saved as a favorite to
    look at new stuff in your site.

    Reply

  4. Attractive portion of content. I just stumbled upon your website and in accession capital to
    assert that I get in fact loved account your blog posts. Anyway I’ll be subscribing to your augment and even I achievement you get admission to
    consistently rapidly.

    Reply

  5. Hello There. I found your blog using msn. This is an extremely well written article.
    I will make sure to bookmark it and come
    back to read more of your useful information. Thanks for the post.

    I’ll definitely comeback.

    Reply

  6. hello!,I like your writing very so much! share we be in contact more about
    your post on AOL? I need a specialist in this house to unravel my problem.
    May be that’s you! Looking forward to peer you.

    Reply

  7. You ought to be a part of a contest for one of the highest quality sites online.

    I most certainly will highly recommend this blog!

    Reply

  8. Hi, Neat post. There’s an issue along with your website
    in internet explorer, could check this? IE still is the market chief
    and a large part of folks will miss your great writing due to
    this problem.

    Reply

  9. Greetings! This is my first comment here so I just wanted to give a quick shout out
    and tell you I genuinely enjoy reading through
    your posts. Can you suggest any other blogs/websites/forums that
    go over the same subjects? Thanks for your time!

    Reply

  10. Hi there would you mind sharing which blog platform you’re working with?
    I’m going to start my own blog in the near future but I’m having
    a tough time making a decision between BlogEngine/Wordpress/B2evolution and Drupal.
    The reason I ask is because your layout seems different then most blogs and I’m looking
    for something completely unique. P.S My apologies for
    getting off-topic but I had to ask!

    Reply

  11. It’s appropriate time to make some plans for the longer term and it is time to be
    happy. I’ve learn this publish and if I may I want to
    recommend you some interesting issues or advice. Perhaps
    you could write next articles relating to this article.

    I wish to read even more things about it!

    Reply

  12. Fantastic goods from you, man. I have understand your stuff previous to
    and you’re just extremely excellent. I really like what you have acquired here, certainly like what you’re stating and the way in which you say it.
    You make it enjoyable and you still care for to keep
    it wise. I cant wait to read far more from you. This is
    actually a wonderful web site.

    Reply

Leave a Reply

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