Oktober, bulan penentuan

#kafein bulan Oktober ini adalah bulan yg paling krusial selain bulan Mei (SELL on MAY) tentunya, biasanya awal bulan bearish hingga crash, tapi jika tak terjadi bearish, maka bulan Oktober ini biasanya memberikan harga-harga saham yg cukup murah, dan biasanya dipergunakan untuk profit taking di bulan Januari-April.

Dalam sepekan terakhir ini pula, #ASING terus menambah portfolio mereka, dgn tentu saja konsentrasi terbesar di sektor #BANK, dan pada penutupan kemarin saham #TLKM dibeli secara masif oleh #Macquarie dan menjadikan TOP NET BUY FOREIGN.

So, 2 minggu pertama ini akan menentukan arah pergerakan lebih lanjut bagi #IDX , sedangkan sementara ini #kafein masih ada di sisi #bearish, dgn range #IDX saat ini yg jadi fokus ada di rentang 6043 – 5537.

Estimasi publikasi Laporan Keuangan Q3 2018

*ESTIMASI JADWAL RILIS LAPORAN KEUANGAN Q3 2018*

• BBNI : 10-12 Oktober 2018
• BMRI : 22-25 Oktober 2018
• BDMN : 24 Oktober 2018
• BBTN : 24-30 Oktober 2018
• BBRI : 25-26 Oktober 2018
• BBCA : 26 Okt 2018 – 01 Nov 2018
• BNGA : 30 Okt 2018 – 02 Nov 2018

• WSKT : 16 Oktober 2018
• PTBA : 19-31 Oktober 2018
• JSMR : 23-29 Oktober 2018
• UNVR : 23-30 Oktober 2018
• TLKM : 24-26 Oktober 2018
• PGAS : 25-26 Oktober 2018
• HMSP : 25-31 Oktober 2018
• GGRM : 26-30 Oktober 2018
• SMGR : 26-30 Oktober 2018
• LSIP : 26 Oktober 2018
• AALI : 26 Oktober 2018
• BIRD : 26 Oktober 2018
• ASII : 29-30 Oktober 2018
• ADRO : 29-30 Oktober 2018
• BISI : 29-30 Oktober 2018
• INTP : 29-30 Oktober 2018
• ANTM : 30 Oktober 2018
• UNTR : 30 Oktober 2018
• EXCL : 30 Oktober 2018
• WSBP : 30 Oktober 2018
• INDF : 30-31 Oktober 2018
• ICBP : 30 Okt 2018 – 02 Nov 2018
• ELSA : 30 Okt 2018 – 28 Nov 2018

*********************************************************************

*(LS/OCBC, Source : Bloomberg, YahooFinance, Investing – Disclaimer On)*

Range #IDX sementara ini

Range #IDX

Range #IDX

Sementara ini #IDX bergwrak dalam range 5577 – 6117, hingga terjadi breakout / breakdown.

Jadwal perubahan #MSCI & #FTSE

• 03 September 2018 : MSCI August 2018 Quarterly Index Review : Announcement date: August 13, 2018, Effective date: September 3, 2018‼

MSCI Global Standard Indexes List :
Deletions : AKRA

MSCI Global Small Cap Indexes List
Additions : AKRA
Deletions: PTBA, NIKL

• 21 September 2018 : FTSE Global Equity Index Series Asia Pacific Ex Japan September 2018 Semi-Annual Review (The changes will be effective after the close of business on Friday, 21 September 2018/i.e. on Monday, 24 September 2018)‼

Large Cap
Inclusions : INKP
Exclusions : INDF, INTP, KLBF

Mid Cap
Inclusions : INTP, INDF, KLBF

Small Cap
Inclusions : TKIM, TOPS, TRAM
Exclusions : SMBR, INKP, JPFA, WTON, MPPA, LPCK

FTSE All World (LM)
Inclusions : INKP

FTSE All Cap (LMS)
Inclusions : TKIM, TOPS, TRAM
Exclusions : SMBR, JPFA, WTON, MPPA, LPCK

Rekap Laba (-Rugi) Emiten 1H18 vs 1H17

Rekap Laba (-Rugi) Emiten 1H18 vs 1H17

BANK & FINANCE
• BBRI Rp14.89t vs Rp13.42t
• BMRI Rp12.18t vs Rp9.46t
• BBCA Rp11.42t vs Rp10.53t
• BBNI Rp7.44t vs Rp6.41t
• BDMN Rp2.01t vs Rp2.04t
• BNGA Rp1.77t vs Rp1.38t
• BBTN Rp1.42t vs Rp1.27t
• NISP Rp1.33t vs Rp1.13t
• PNBN Rp1.28t vs Rp1.34t
• BTPN Rp1.09t vs Rp935m
• BNII Rp933m vs Rp998m
• BJBR Rp901m vs Rp826m
• PNLF Rp763m vs Rp811m
• BJTM Rp758m vs Rp675m
• BFIN Rp703m vs Rp526m
• SMMA Rp557m vs Rp637m
• PNIN Rp452m vs Rp506m
• SDRA Rp299m vs Rp222m
• BNLI Rp289m vs Rp620m
• TURI Rp280m vs Rp220m
• BBKP Rp259m vs Rp125m
• BSIM Rp225m vs Rp124m
• CFIN Rp146m vs Rp105m
• AGRO Rp131m vs Rp50.19m
• BRIS Rp120m vs Rp70.66m
• BABP Rp98.70m vs -Rp51.42m
• MCOR Rp39.04m vs Rp49.99m
• NOBU Rp22.52m vs Rp14.24m
• PNBS Rp8.04m vs Rp15.01m
• BBHI -Rp19.12m vs Rp5.21m
• BEKS -Rp67.73m vs -Rp42.26m
• BHIT -Rp424m vs Rp12.96m
• WOMF audit

TELCO, TECH & MEDIA
• TLKM Rp8.69t vs Rp12.10t
• TOWR Rp1.08t vs Rp1.09t
• SCMA Rp844m vs Rp839m
• MNCN Rp636m vs Rp775m
• BMTR Rp247m vs Rp314m
• KREN Rp165m vs Rp151m
• MTDL Rp115m vs Rp97.84m
• MSIN Rp114m vs Rp69.67m
• ASGR Rp87.96m vs Rp71.50m
• MLPT Rp32.38m vs Rp39.05m
• BALI Rp27.17m vs Rp18.65m
• MARI Rp17.73m vs Rp22.13m
• EXCL -Rp81.74m vs Rp143m
• MSKY -Rp137m vs -Rp201m
• EMTK -Rp365m vs Rp215m
• BTEL -Rp540m vs -Rp588m
• ISAT -Rp694m vs Rp784m
• FREN audit

CONSUMER & PHARMACY
• HMSP Rp6.11t vs Rp6.05t
• UNVR Rp3.53t vs Rp3.62t
• ICBP Rp2.29t vs Rp2.09t
• INDF Rp1.96t vs Rp2.24t
• KLBF Rp1.21t vs Rp1.22t
• MYOR Rp736m vs Rp548m
• MLBI Rp464m vs Rp645m
• ULTJ Rp359m vs Rp383m
• TSPC Rp339m vs Rp338m
• SIDO Rp292m vs Rp245m
• STTP Rp133m vs Rp79.33m
• KAEF Rp122m vs Rp95.07m
• DVLA Rp108m vs Rp121m
• FAST Rp102m vs Rp75.75m
• TCID Rp93.67m vs Rp98.42m
• PZZA Rp81.93m vs Rp49.49m
• KINO Rp71.73m vs Rp23.81m
• HOKI Rp50.48m vs Rp45.23m
• ROTI Rp39.97m vs Rp49.84m
• CAMP Rp32.48 vs Rp9.98m
• CLEO Rp27.73m vs Rp17.28m
• ADES Rp21.61m vs Rp13.04m
• WIIM Rp18.49m vs Rp11.57m
• SKLT Rp14.08m vs Rp8.39m
• MICE Rp12.07m vs Rp7.72m
• INAF Rp253jt vs -Rp53.54m

RETAIL
• LPPF Rp1.34t vs Rp1.34t
• MAPI Rp491m vs Rp175m
• RALS Rp486m vs Rp369m
• ERAA Rp435m vs Rp139m
• ACES Rp426m vs Rp328m
• TELE Rp301m vs Rp231m
• AMRT Rp218m vs Rp75.57m
• DNET Rp85.29m vs Rp30.87m
• MAPB Rp56.75m vs Rp20.63m
• MIDI Rp53.78m vs Rp34.33m
• MCAS Rp45.10m vs Rp3.84m
• HERO Rp34.29m vs Rp71.38m
• CSAP Rp30.31m vs Rp40.37m
• RANC Rp21.28m vs Rp18.54m
• MKNT Rp16.41m vs Rp19.36m
• ECII Rp8.09m vs -Rp11.91m
• KIOS Rp4.76m vs Rp2.92m
• MDRN -Rp8.48m vs -Rp654m
• MPPA -Rp262m vs -Rp169m
• MLPL -Rp713m vs -Rp323m

PROPERTY & RELATED
• ELTY Rp3.06t vs Rp32.05m
• PWON Rp1.13t vs Rp900m
• MKPI Rp558m vs Rp602m
• DUTI Rp460m vs Rp278m
• JRPT Rp442m vs Rp511m
• BSDE Rp409m vs Rp2.01t
• MTLA Rp234m vs Rp112m
• PPRO Rp180m vs Rp160m
• CTRA Rp176m vs Rp339m
• DILD Rp142m vs Rp234m
• DMAS Rp93.78m vs Rp121m
• PJAA Rp78.67m vs Rp106m
• GWSA Rp70.29m vs Rp42.82m
• APLN Rp61.80m vs Rp696m
• IKAI Rp60.03m vs -Rp20.48m
• ARMY Rp30.85m vs Rp763jt
• KPIG Rp5.69m vs Rp2.65m
• RBMS Rp278jt vs -Rp2.73m
• NIRO -Rp6.67m vs -Rp16.13m
• SSIA -Rp56.00m vs Rp1.23t
• KIJA -Rp244m vs Rp179m
• BEST limited review
• MDLN limited review
• SMRA audit

CONSTRUCTION
• WSKT Rp2.99t vs Rp1.28t
• WSBP Rp691m vs Rp436m
• WIKA Rp517m vs Rp436m
• PTPP Rp479m vs Rp572m
• PPRE Rp195m vs Rp28.17m
• WEGE Rp181m vs Rp106m
• WTON Rp160m vs Rp137m
• TOTL Rp123m vs Rp127m
• ACST Rp73.44m vs Rp64.16m
• NRCA Rp53.61m vs Rp107m
• IDPR Rp16.25m vs Rp67.27m
• MTRA Rp5.10m vs Rp7.39m
• DGIK Rp4.48m vs Rp15.75m

INFRASTRUCTURE RELATED
• AKRA Rp1.13t vs Rp584m
• JSMR Rp1.04t vs Rp1.02t
• SMGR Rp971m vs Rp1.09t
• INTP Rp355m vs Rp902m
• BUKK Rp194m vs Rp131m
• SMBR Rp24.09m vs Rp60.52m
• BNBR -Rp1.06t vs -Rp401m
• META audit

AUTO & HEAVY EQUIPMENT
• ASII Rp10.38t vs Rp9.34t
• UNTR Rp5.48t vs Rp3.42t
• MPMX Rp4.21t vs Rp323m
• SMSM Rp221m vs Rp212m
• AUTO Rp206m vs Rp198m
• IMAS Rp37.29m vs -Rp340m
• KOBX $1.53jt vs $806rb
• GDYR $1.02jt vs -$2.29jt
• BOGA Rp1.26m vs Rp4.68m
• MASA $461rb vs -$2.34jt
• GJTL -Rp93.88m vs -Rp41.18m
• INTA -Rp110m vs Rp17.10m

MANUFACTURING
• INKP $340jt vs $171jt
• TKIM $148jt vs $4.22jt
• SRIL $56.33jt vs $33.59jt
• INDR $23.52jt vs $6.05jt
• PBID Rp138m vs Rp96.09m
• WOOD Rp113m vs Rp91.79m
• SCCO Rp109m vs Rp121m
• ARNA Rp69.62m vs Rp61.54m
• KBLI Rp54.02m vs Rp222m
• JECC Rp49.49m vs Rp52.95m
• AGII Rp42.10m vs Rp37.92m
• BOLT Rp39.77m vs Rp56.58m
• FPNI $1.93jt vs $1.95jt
• VOKS Rp24.98m vs Rp68.22m
• BUDI Rp15.46m vs Rp26.18m
• ISSP Rp13.08m vs Rp24.96m
• INRU $760rb vs -$2.74jt
• CINT Rp6.61m vs Rp9.46m
• KBLM Rp2.42m vs Rp6.38m
• JPRS Rp2.08m vs -Rp5.33m
• NIKL -$1.50jt vs -$502rb
• KRAS -$16.01jt vs -$56.70jt

TRADE & SERVICES
• GMFI $20.12 jt vs $20.84jt
• ABMM $15.27jt vs $26.51jt
• MIKA Rp321m vs Rp353m
• EPMT Rp284m vs Rp244m
• BIRD Rp190m vs Rp193m
• HITS $7.54jt vs $2.99jt
• ASSA Rp75.64m vs Rp46.89m
• HEAL Rp70.04m vs Rp70.60m
• LTLS Rp64.30m vs Rp84.95m
• IPCM Rp61.39m vs Rp50.89m
• SHIP $4.08jt vs $4.08jt
• SOCI $4.04jt vs $11.02jt
• BLTA $4.03jt vs $1.98jt
• SAME Rp47.73m vs Rp46.57m
• TMAS Rp32.33m vs -Rp13.09m
• PSSI $4.12jt vs $208rb
• TPMA $3.65jt vs $1.72jt
• SMDR $3.30jt vs $3.33jt
• SILO -Rp25.06m vs Rp26.86m
• JGLE -Rp29.46m vs -Rp6.96m
• WINS -$4.41jt vs -$8.66jt
• TAXI -Rp206m vs -Rp133m
• GIAA -$117jt vs -$282jt
• MBSS limited review

ENERGY & MINING
• PTBA Rp2.58t vs Rp1.72t
• ITMG $103jt vs $105jt
• MEDC $41.44jt vs $80.67jt
• MBAP $34.50jt vs $34.28jt
• INCO $29.39jt vs -$21.48jt
• DOID $18.19jt vs $8.67jt
• HRUM $17.17jt vs $22.34jt
• ELSA Rp128m vs Rp14.44m
• ZINC Rp84.86m vs Rp11.12m
• TCPI Rp82.49m vs Rp64.32m
• GTBO $4.96jt vs -$1.17jt
• POWR Rp40.35m vs Rp56.07m
• ESSA $3.80jt vs $1.07jt
• TRAM $1.72jt vs -$522rb
• SMMT Rp23.83m vs Rp3.72m
• RUIS Rp10.17m vs Rp7.11m
• KKGI $220rb vs $6.81jt
• SIAP -Rp6.28m vs -Rp6.05m
• DEWA -$2.13jt vs $43.39rb
• KBRI -Rp79.98m vs -Rp44.99m
• CNKO -Rp586m vs -Rp65.48m
• ENRG audit
• BRPT audit
• BRMS limited review
• PTRO limited review
• INDY limited review

AGRICULTURE & POULTRY
• CPIN Rp2.43t vs Rp1.52t
• CPRO Rp1.94t vs -Rp2.25t
• JPFA Rp1.11t vs Rp450m
• AALI Rp784m vs Rp1.02t
• FASW Rp439m vs Rp181m
• TBLA Rp349m vs Rp502m
• LSIP Rp225m vs Rp428m
• MAIN Rp121m vs Rp26.93m
• SGRO Rp88.48m vs Rp148m
• SIMP Rp57.10m vs Rp314m
• DPUM Rp46.95m vs Rp77.74m
• SULI $1.63jt vs $1.19jt
• BWPT Rp12.93m vs -Rp124m
• BISI Rp9.50m vs Rp87.80m
• DSFI Rp4.32m vs Rp6.81m
• SIPD Rp4.04m vs -Rp236m
• PCAR -Rp3.62m vs -Rp2.98m
• JAWA -Rp88.44m vs -Rp72.76m
• GZCO -Rp123m vs -Rp123m
• SMAR -Rp187m vs Rp522m