Mentari Pagi Edisi 308, Kamis 7 Desember 2017

REVIEW IHSG

  

Rabu, 6 Desember 2017 kemarin IHSG ditutup dilevel 6035.508 menguat 0.58% atau naik 35,034 poin dari level sebelumnya. Sementara itu asing mencatatkan penjualan bersih sebanyak 451.67 B.

5 sektor menguat diantaranya keuangan, industry dasar, penjualan, konsumsi dan aneka industry  (1,57%).  4 sektor lainnya melemah yaitu sektor property, pertambangan, pertanian dan infrastruktur  (0,82%).

Kami prediksikan IHSG hari ini akan menguat.

RINCIAN TRANSAKSI BURSA

6 DESEMBER 2017

RANGKUMAN BERITA EKONOMI

Permintaan turun, harga batubara terkoreksi

KONTAN.CO.ID – JAKARTA. Harga batubara masih dalam tren koreksi. Kemungkinan negara-negara yang dilanda musim dingin telah selesai menumpuk persediaan batubaranya.

Harga batubara Newcastle untuk kontrak pengiriman Januari 2018 di Bursa ICE pada perdagangan Selasa (5/12) berada di level US$ 95,50 per metrik ton. Harga tersebut terkoreksi 0,93% dari hari sebelumnya. Sedang dalam sepekan harga batubara naik 0,26% dari level US$ 95,25 per metrik ton.

Opini kami:

Impor batubara China dari Australia mengalami penurunan yang berturut-turut dari September sebesar 7,32 juta ton, Oktober sebesar 6,87 jutan ton dan November sebesar 6,47 juta ton, hal ini lah menjadi salah satu penyebab harga batu bara terkoreksi. Namun lain halnya dengan Korea Selatan yang berencana akan membeli 1.075 juta ton batubara ditahun 2018. Permintaan tersebut disebabkan ditutupnya reaktor nuklir di Korsel sehingga beralih ke batubara untuk mensuplai sumber listrik baru. Hal ini lah bisa membuat laju harga batubara di tahun 2018 akan bergerak positif.

Semen Gresik prediksi semen nasional tumbuh 7%

KONTAN.CO.ID – JAKARTA. PT Semen Indonesia Tbk (SMGR) memproyeksikan pertumbuhan konsumsi semen secara nasional tahun depan mencapai 5%-7%. Saat ini, kapasitas terpasang produksi nasional mencapai 106 juta ton. Sementara, kapasitas produksi semen nasional mencapai 90 juta ton per tahun.

Tahun 2017, konsumsi nasional diperkirakan mencapai 66 juta – 67 juta ton per tahun. Bila tahun 2018 dipredikasi ada pertumbuhan sekitar 5%, artinya konsumsi tahun depan diprediksi mencapai sekitar 70 juta – 72 juta ton per tahun. Nah, artinya masih ada angka oversupply.

Opini Kami :

Industri semen memang masih mengalami banyak penekanan, terlihat adanya oversupply yaitu kapasitas prosuksinya melebihi konsumsi. Selain itu adanya tekanan dari harga batubara yang melambung karena perusahaan (SMGR) masih memakai batubara sebagai bahan bakar untuk proses produksinya sehingga melambungkan juga biaya operasionalnya. Hal ini tentu kan menekan kinerja perusahaan. Perlu adanya ekspansi ke pasar luar negeri, dirasa cara yang tepat untuk mendongkrak kinerja perusahaan.

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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