Posted on 86 Comments on MENTARI PAGI EDISI 375 SELASA 10 JULI 2018

MENTARI PAGI EDISI 375 SELASA 10 JULI 2018

REVIEW IHSG

Senin, 9 Juli 2018 kemarin Indeks Harga Saham Gabungan ditutup menguat 1,97% pada level 5807.375 atau +112.463, diperkirakan kenaikan IHSG ini didukung oleh semua sektor, Sektor yang memimpin paling kuat yaitu Finance(3.33%), Infrastructure(2,58%). Bisa dilihat dari data dibawah ini.

Investor asing mencatat pembelian bersih 13,99 miliar di seluruh pasar, Saham-saham dengan pembelian bersih terbesar asing adalah PT Telekomunikasi Indonesia Tbk (TLKM) 16,9 miliar, PT Indah Kiat Pulp and Paper Tbk (INKP) 9,1 miliar, dan PT Bank Central Asia Tbk (BBCA) 5,9 miliar.

Indeks saham LQ45 menguat 2,4% ke posisi 916,86. Seluruh sektor saham kompak menguat. Sebanyak 281 saham menghijau sehingga mengangkat IHSG. 114 saham lainnya melemah dan 108 saham diam di tempat.

Sementara dilihat pada indeks global, DOW 30 (+1,25%), NASDAQ 100 (+0.59), Nikkei (+1.21%), FTSE 100 (+0.95%), dan dari indeks asia Shanghai (+2,47%), jika kita lihat dari indeks global ini sudah menjadi sentimen positif untuk IHSG hari ini, Diperkirakan IHSG hari ini masih akan terus menguat.

BERITA EKONOMI

Sri Rejeki Isman membidik tambahkan Ekspor

KONTAN.CO.ID – JAKARTA. Melemahnya nilai tukar rupiah terhadap dollar Amerika Serikat (AS) rupiah tak melulu menjadi kabar buruk di mata pelaku usaha. Paling tidak bagi PT Sri Rejeki Isman Tbk alias Sritex. Perusahaan yang bergerak dalam bisnis tekstil dan produk tekstil tersebut, justru berencana memanfaatkan kondisi tersebut dengan meningkatkan kontribusi ekspor.

Sritex ingin kontribusi penjualan ekspor tahun ini bertambah 5%. Sementara sasaran pasar mancanegara mereka ke negara-negara di kawasan Asia, Eropa, Australia, Timur Tengah dan Afrika.

Dari sejumlah alternatif itu, peluang pasar Afrika paling menjanjikan. “Khusus untuk Afrika saat ini memiliki potensi yang baik juga karena adanya dukungan dari beberapa lembaga keuangan untuk mendukung perluasan ekspor ke sana,” ujar Welly Salam, Sekretaris Perusahaan PT Sri Rejeki Isman Tbk kepada Kontan.co.id, Jumat (6/7).

Asal tahu, komposisi penjualan ekspor dan domestik Sritex sejatinya tak terpaut terlampau jauh. Tahun lalu, penjualan ekspor tercatat US$ 404,87 juta atau sekitar 53,32% terhadap total penjualan bersih US$ 759,35 juta. Sementara penjualan ke pasar dalam negeri mencapai US$ 404,87 juta atau 46,68% terhadap total penjualan bersih.

Hingga kuartal I 2018, penjualan ekspor masih lebih unggul ketimbang penjualan domestik. Kalau dihitung, penjualan ekspor berkontribusi 54,28% sedangkan penjualan domestik menyumbang 45,72%. (lihat tabel)

Agar perburuan pasar ekspor lancar, secara bersamaan Sritex menawarkan produk baru. Perusahaan berkode saham SRIL di Bursa Efek Indonesia tersebuT menekankan pada jenis produk yang bisa memberikan nilai tambah sehingga bisa mendukung perolehan laba bersih.

Mengenai kemampuan produksi, Sritex tak khawatir karena tahun ini sudah ada penambahan kapasitas produksi benang, kain mentah, kain jadi dan pakaian jadi. Besar masing-masing penambahannya tediri dari 1,1 juta bales benang, 180 juta meter kain mentah, 240 juta yard kain jadi dan 30 juta potong pakaian jadi.

Kalau dibandingkan dengan catatan kapasitas produksi sebelumnya, peningkatan kemampuan produksi benang dan kain jadi hingga 100%. Kalau peningkatan kapasitas produksi kain mentah 50% dan pakaian jadi 80%.

OPINI KAMI:

Dengan adanya aksi menambah pasar ekspor merupakan sentimen positif bagi saham SRIL, dimana dengan adanya tambahan pasar sasaran akan menambah pendapatan perusahaan ini. Kemudian sepanjang kuartal I-2018 perusahaan ini telah mencatatkan penjualan US$ 267,83 juta atau bertumbuh 49,57% dibandingkan periode yang sama tahun lalu US$ 179,06 juta. Namun, perlu juga diwaspadai karena masih adanya sentimen negatif seperti perang dagang yang masih mungkin akan terjadi serta ancaman Presiden Amerika Serikat (AS) Donald Trump yang ingin menerapkan tarif bea masuk terhadap sejumlah produk Indonesia termasuk tekstil. Pemerintah Amerika Serikat (AS) tengah mengevaluasi status Indonesia sebagai negara penerima manfaat skema generalized system of preferences (GSP). Namun SRIL tetap optimis karena pada kuartal-I 2018 ekspor SRIL ke Asia sekitar 41% dari total penjualan, sedangkan ekspor ke Amerika sekitar 3,5% dari total penjualan. Pada perdagangan Senin, 9 Juli 2018, SRIL ditutup menguat pada harga 320, dilihat dari indicator MACD belum ada tanda-tanda akan terjadi Golden Cross, namun jika dilihat dari indicator RSI terpantau bergerak naik.

REKOMENDASI SAHAM

Senin, 9 Juli 2018, Bank Negara Indonesia (Persero) Tbk. (BBNI) ditutup menguat sebesar 3,6%. Pada pergerakan market BBNI kita telah melihat pola pattern Drop dan diikuti Base maka terforecasting saham tersebut akan bullish/Rally. Dan jika dilihat dari indikator MACD yang akan membentuk Golden Cross (Sinyal Beli). Jika dilihat dari analisa teknikal, saham BBNI akan mengalami penguatan.

Rekomendasi    : Buy

Target Price        : 8752

Stop Lost             : 6789

DISCLAIMER ON

 

                                                                           Create By:Research Hima Ae

Bella Ainun Gustiandini
Cindy Alicia
Muh. Fauzan Arlan
Ahmad Ali Ramadhan
M. Yusuf Alfikri
Hari Setiawan
Putri Devy Andriyani
Dwi Saputri
Ibnu Hasan
Khotimah

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