Mentari Pagi Edisi 304 Kamis,30 November 2017

REVIEW IHSG

Rabu, 29 November 2017 kemarin IHSG ditutup dilevel 6061.367 melemah 0.15% atau turun 9,349 poin dari level sebelumnya. Sementara itu asing mencatatkan penjualan bersih sebanyak 7.06 T.

4 sektor menguat diantaranya sektor industry dasar, penjualan, property, dan pertambangan (1,64%).  5 sektor lainnya melemah yaitu sektor infrastruktur, aneka industry, pertanian, keuangan dan konsumsi (0,74%).

Kami prediksikan IHSG hari ini akan melemah.

 

RINCIAN TRANSAKSI BURSA

29 NOVEMBER 2017

RANGKUMAN BERITA EKONOMI

Tiga BUMN Tambang Menuju Non-Persero

Jakarta: Tiga perusahaan tambang pelat merah ‎yakni PT Bukit Asam (Persero) Tbk (PTBA), PT Timah (Persero) Tbk (TINS), dan PT Aneka Tambang (Persero) Tbk (ANTM) sedang menggelar Rapat Umum Pemegang Saham Luar Biasa (RUPSLB) Rabu, 29 November 2017.
Tujuan menjalankan RUPSLB membahas perubahan anggaran dasar perseroan terkait perubahan status persero menjadi non-persero. Ujungnya, mereka akan menjadi holding BUMN tambang. Di mana induknya dikendalikan oleh PT Indonesia Asahan Aluminium (Persero) atau Inalum.
Opini kami:

Perubahan status Non-Persero da telah resminya pembetukan holding BUMN tambang akan memberikan sentimen positif dipasar. Pelaku pasar melihat terbentuknya holding BUMN akan lebih efektif dan efisien karena sebelumnya pengambilan kebijakan harus dengan persetujuan DPR. Terpilihnya PT Indonesia Asahan Aluminium (Persero) atau Inalum bukan tanpa alasan, karena PT Indonesia Asahan Aluminium (Persero)  sahamnya dipegang oleh pemerintah 100%. Sentimen positif lainnya yaitu dalam mencari dana ketiga perusahaan akan lebih mudah, karena aset inalum akan lebih besar sehingga perbankan lebih mudah memberikan dana untuk ekspansi perusahaan. Selain itu akan banyak sinergi antara anggota holding misalnya Inalum membutuhkan listrik banyak sehingga bisa dibangun PLTU oleh PTBA.

Sumber : metrotvnews.com

Tahun 2018, industri semen masih kelebihan pasokan

KONTAN.CO.ID – JAKARTA. Kondisi kelebihan pasokan atau oversupply pada industri semen masih menghantui tahun depan. Meski demikian, volume penjualan semen masih diprediksi tumbuh.

Christian Kartawijaya, Direktur Utama PT Indocement Tunggal Prakarsa Tbk (INTP) menyatakan kondisi tersebut tidak bisa terhindarkan. Pasalnya, ada beberapa pabrik maupun terminal semen yang baru beroperasi.

Opini kami:

Terjadinya oversupply memang menjadi sentimen negatif untuk emiten semen. Emiten semen berharap dari proyek infrastruktur pemerintah yang memang sedang digencarkan hal itu dilihat dari APBN, proyek infrastruktur dianggarkan lebih dari Rp. 400 triliun. Dengan hal tersebut emiten semen berharap adanya efek domino dari sektor lain terhadap proyek infratsruktur.

REKOMENDASI SAHAM

PTPP secara teknikal masih minor downtrend, namun saat ini PTPP sudah menarik untuk dilakukan Buy On Weakness. Area buy 2510 – 2570.  Target price 2780. Batasi kerugian apabila harga bergerak dibawah 2480.

Create By:Research Hima Ae

Jati Akbar Bahrul Kholbi
Ahmad Ali Ramadhan
Muhamad syarifudin
Agung Kurniawan
Aditya Widianto
Mila septrya
Euis Herlina

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