Category Archives: Review

Euforia PilPres US

L#kafein #idx-5233 mulai dekati resist 5239 dgn value market 5T disesi1 ini tp kenaikannya tampak ala kadarnya saja, support 5187 juga baru tembus menjelang siang, kenaikannya mengikuti bursa global yg menguat 2%.

gunakan untuk reduce hingga sos sementara ini hingga esok/jumat dan baru akan kita lihat pekan depan lagi perkembangannya.

Kenaikan bbrp saham juga sudah cukup bagus dan ada yg masih belum capai spt :
#TLKM 2750-2800
#BBRI 3450-3560
#BMRI 6000-6300
#UNVR 8000-8050
#EXCL 2200
#BBCA 30000
#BBTN 1430
and the last&first winner :
#ASII 5500

Rekap Laba/-Rugi Emiten 9M20 vs 9M19

updated : 16.11.2020

Rekap Laba/-Rugi Emiten 9M20 vs 9M19

*BANK & FINANCE*
• BBCA Rp20.03t vs Rp20.92t
• BBRI Rp14.12t vs Rp24.78t
• BMRI Rp14.03t vs Rp20.25t
• BBNI Rp4.32t vs Rp11.97t
• PNBN Rp2.31t vs Rp2.39t
• BNGA Rp1.86t vs Rp2.68t
• BDMN Rp1.48t vs Rp2.59t
• BJBR Rp1.20t vs Rp1.13t
• BBTN Rp1.12t vs Rp801m
• BJTM Rp1.10t vs Rp1.14t
• BNII Rp1.10t vs Rp1.11t
• BFIN Rp521m vs Rp1.09t
• BTPS Rp506m vs Rp976m
• BNLI Rp429m vs Rp1.09tn
• BRIS Rp190m vs Rp56.46m
• WOMF Rp56.25m vs Rp156m
• BBHI Rp48.39m vs -Rp6.71m
• AGRO Rp25.4m vs Rp15.29m
• PNBS Rp244jt vs Rp8.27m
• BEKS -Rp138m vs -Rp108m

*TELCO, TECH & MEDIA*
• TLKM Rp16.68t vs Rp16.46t
• EXCL Rp2.08t vs Rp501m
• TOWR Rp1.91t vs Rp1.60t
• SCMA Rp914m vs Rp1.01t
• TBIG Rp747m vs Rp612m
• LINK Rp699m vs Rp773m
• EMTK Rp476m vs -Rp959m
• MTDL Rp268m vs Rp259m
• BALI Rp50.24m vs Rp31.73m
• ASGR Rp33.67m vs Rp99.96m
• DMMX Rp24.80m vs Rp7.34m
• MARI -Rp15.47m vs Rp22.46m
• KBLV -Rp57.96m vs -Rp25.21m
• ISAT -Rp457m vs -Rp284m
• FREN -Rp1.75t vs -Rp1.64t

*CONSUMER & PHARMACY*
• UNVR Rp5.44t vs Rp5.51t
• GGRM Rp5.65t vs Rp7.24t
• KLBF Rp2.03t vs Rp1.91t
• MYOR Rp1.56t vs Rp1.09t
• SIDO Rp641m vs Rp578m
• TSPC Rp496m vs Rp416m
• GOOD Rp212m vs Rp298m
• KINO Rp162m vs Rp447m
• MLBI Rp153m vs Rp758m
• DVLA Rp147m vs Rp177m
• ROTI Rp127m vs Rp212m
• WIIM Rp109m vs Rp15.40m
• CLEO Rp94.28m vs Rp94.02m
• KAEF Rp37.19m vs Rp41.83m
• HOKI Rp28.59m vs Rp76.16m
• PYFA Rp16.12m vs Rp4.92m
• AISA -Rp59.56m vs -Rp150m
• RMBA -Rp564m vs Rp11.25m

*RETAIL*
• AMRT Rp638m vs Rp650m
• ERAA Rp295m vs Rp165m
• MIDI Rp137m vs Rp141m
• RANC Rp64.93m vs Rp36.42m
• CSAP Rp60.63m vs Rp40.99m
• PZZA -Rp8.63m vs Rp149m
• RALS -Rp95.22m vs Rp612m
• HERO -Rp339m vs -Rp6.68m
• LPPF -Rp617m vs Rp1.19t

*PROPERTY & RELATED*
• LPCK Rp612m vs Rp346m
• PWON Rp601m vs Rp2.15t
• BSDE Rp469m vs Rp2.31t
• DMAS Rp302m vs Rp759m
• SMRA -Rp12.25m vs Rp315m
• BEST -Rp107m vs Rp211m
• SSIA -Rp198m vs -Rp8.12m
• PJAA -Rp252m vs Rp154m
• KIJA -Rp266m vs Rp66.06m
• LPKR -Rp2.34t vs -Rp1.72t

*CONSTRUCTION*
• WEGE Rp131m vs Rp303m
• TOTL Rp85.69m vs Rp143m
• NRCA Rp65.52m vs Rp106m
• WTON Rp54.92m vs Rp303m
• WIKA Rp50.19m vs Rp1.35t
• PTPP Rp26.37m vs Rp519m
• PPRE Rp16.29m vs Rp201m
• ADHI Rp15.38m vs Rp351m
• TOPS -Rp68.38m vs -Rp29.22m
• ACST -Rp753m vs -Rp752m

*INFRASTRUCTURE RELATED*
• SMGR Rp1.54t vs Rp1.29t
• INTP Rp1.12t vs Rp1.17t
• AKRA Rp665m vs Rp565m
• CMNP Rp385m vs Rp512m
• BUKK Rp303m vs Rp554m
• IPCM Rp69.74m vs Rp68.82m
• SMBR -Rp113m vs Rp22.72m

*AUTO & HEAVY EQUIPMENT*
• ASII Rp14.04t vs Rp15.87t
• UNTR Rp5.34t vs Rp8.64t
• SMSM Rp353m vs Rp408m
• HEXA $11.35jt vs $23.23jt
• GJTL -Rp104m vs Rp139m
• AUTO -Rp243m vs Rp512m

*MANUFACTURING*
• SRIL $73.79jt vs $72.22jt
• PBID Rp269m vs Rp148m
• FASW Rp229m vs Rp806m
• BRPT $11.29jt vs $12.47jt
• MARK Rp89.97m vs Rp65.49m
• PTSN $4.33jt vs $2.06jt
• ISSP Rp49.44m vs Rp122m
• JECC Rp12.33m vs Rp70.93m
• KBLM Rp1.03m vs Rp25.81m
• NIKL -$1.05jt vs $1.84jt
• GJTL -Rp104m vs Rp139m
• ESSA -$14.53jt vs $4.54jt
• TPIA -$19.73jt vs $31.45jt

*TRADE & SERVICES*
• BULL $40.84jt vs $12.77jt
• MIKA Rp525m vs Rp532m
• EPMT Rp436m vs Rp471m
• PRDA Rp122m vs Rp121m
• SMDR $5.26jt vs -$21.44jt
• MPMX -Rp10.88m vs Rp379m
• SILO -Rp48.79m vs Rp42.88m
• BIRD -Rp156m vs Rp229m
• SAME -Rp458m vs -Rp92.98m
• CMPP -Rp1.71t vs Rp422m
• GMFI -$161jt vs $9.41jt
• GIAA -$1.07m vs $122jt

*OIL & MINING RELATED*
• PTBA Rp1.73t vs Rp3.10t
• ADRO $109jt vs $406jt
• BYAN $108jt vs $209jt
• INCO $76.64jt vs $160rb
• ANTM Rp836m vs Rp641m
• ITMG $39.99jt vs $101jt
• HRUM $25.74jt vs $16.05jt
• FIRE Rp16.75m vs Rp13.37m
• KKGI -$7.51jt vs $4.18jt
• TINS -Rp255m vs -Rp176m
• BUMI -$137jt vs $76.07jt

*AGRICULTURE & POULTRY*
• CPIN Rp2.28t vs Rp2.56t
• AALI Rp582m vs Rp111m
• SSMS Rp265m vs -Rp1.37m
• JPFA Rp257m vs Rp1.04t
• DSNG Rp164m vs Rp63.09m
• SIPD Rp31.29m vs Rp61.55m
• CPRO Rp28.61m vs -Rp323m
• SGRO Rp17.77m vs Rp16.40m
• GZCO -Rp163m vs -Rp400m
• BWPT -Rp742m vs -Rp775m

#kafein #review on #global #indicator

*#kafein #review on global indicator*
Dow……..27453 -131.4 -0.48%
Masih kuatir krn hanya sedikit diatas support uptrend 27333

S&P 500..3335 -16.1 -0.48%
masih ok dgn diatas 3196

FTSE…….5898 -30.4 -0.51%
cemas krn sudah dekati support 5800, yg apabila masih tembus juga, ftse akan mendekati range 5600-5500.

IDX…4879.10 -27.45 -0.56%
bad, below 4933, support akhir toleran tuk pergerakan positif hingga bullish bagi market.

VIX……………..26.27 +0.08 +0.31%.
Masih agak cemas, volatiliti masih mungkin, bertahan dibawah 25 akan lbh bagus.

*IndoCDS……116.178 -0.656 -0.561%
(5-yr INOCD5) *
hanya inilah indikator kita.yg *very good* dgn ada di range 120-80, sbg tanda market terkontrol dgn baik.

*IDR…..14895.00 -5.00 -0.03!!%*
diatas 14600/14700 yah begitulah, 15k tinggal menunggu waktu.

EIDO…..17.28 -0.09 -0.52%
masih tertahan di range bawah 18-15 alias masih belum bisa kepedean hold barang.

Rekap Laba (-Rugi) Emiten 1H20 vs 1H19

Rekap Laba (-Rugi) Emiten 1H20 vs 1H19
updated : 05 Aug 2020

BANK & FINANCE
• BBCA Rp12.2t vs Rp12.9t
• BNGA Rp1.74t vs Rp1.98t
• NISP Rp1.56t vs Rp1.53t
• PNBN Rp1.29t vs Rp1.59t
• BTPN Rp1.12t vs Rp1.23t
• BDMN Rp892m vs Rp1.91t
• BNII Rp809m vs Rp757m
• BJBR Rp807m vs Rp799m
• PNLF Rp797m vs Rp939m
• BJTM Rp770m vs Rp816m
• BBTN Rp767m vs Rp1.31t
• ADMF Rp597m vs Rp949m
• BTPS Rp407m vs Rp609m
• PNIN Rp349m vs Rp689m
• BFIN Rp332m vs Rp690m
• BBKP Rp54.1m vs Rp120m
• MCOR Rp31.3m vs Rp19.8m
• PNBS Rp1.57m vs Rp5.11m

TELCO, TECH & MEDIA
• TOWR Rp1.27t vs Rp1.32t
• MNCN Rp956m vs Rp1.16t
• BMTR Rp552m vs Rp597m
• TBIG Rp510m vs Rp382m
• SCMA Rp601m vs Rp782m
• MTDL Rp156m vs Rp152m
• MLPT Rp80.2m vs Rp52.1m
• BALI Rp31.2m vs Rp24.5m
• ASGR Rp20.9m vs Rp56.8m
• KREN -Rp24.9m vs Rp143m
• FILM -Rp33.6m vs Rp21.1m
• EMTK -Rp210m vs -Rp954m
• ISAT -Rp341m vs -Rp332m
• FREN -Rp1.22t vs -Rp1.07t

CONSUMER & PHARMACY
• HMSP Rp4.89t vs Rp6.77t
• GGRM Rp3.82t vs Rp4.28t
• UNVR Rp3.62t vs Rp3.69t
• ICBP Rp3.38t vs Rp2.57t
• INDF Rp2.84t vs Rp2.54t
• KLBF Rp1.39t vs Rp1.26t
• MYOR Rp938m vs Rp807m
• ULTJ Rp555m vs Rp508m
• SIDO Rp414m vs Rp374m
• TSPC Rp371m vs Rp331m
• DVLA Rp139m vs Rp114m
• KINO Rp119m vs Rp365m
• ROTI Rp91.4m vs Rp101m
• CLEO Rp64.7m vs Rp63.9m
• MLBI Rp63.1m vs Rp486m
• KAEF Rp48.6m vs Rp47.7m
• WIIM Rp43.6m vs Rp8.55m
• ADES Rp39.9m vs Rp30.6m
• DLTA Rp34.7m vs Rp141m
• MERK Rp32.1m vs Rp6.12m
• HOKI Rp23.9m vs Rp56.4m
• CAMP Rp14.9m vs Rp31.7m
• FOOD -Rp1.57m vs Rp489jt

RETAIL
• AMRT Rp493m vs Rp400m
• ACES Rp360m vs Rp473m
• ERAA Rp113m vs Rp109m
• MIDI Rp103m vs Rp89.0m
• RANC Rp52.5m vs Rp24.7m
• DNET Rp32.3m vs Rp204m
• CSAP Rp31.4m vs Rp17.6m
• DUCK Rp26.8m vs Rp92.6m
• ECII Rp13.3m vs Rp33.4m
• PZZA Rp10.5m vs Rp99.6m
• RALS Rp5.36m vs Rp589m
• MAPB -Rp115m vs Rp57.8m
• HERO -Rp202m vs Rp7.90m
• MPPA -Rp219m vs -Rp187m
• LPPF -Rp358m vs Rp1.16t
• MAPI -Rp408m vs Rp499m
• MLPL -Rp570m vs Rp7.11m

PROPERTY & RELATED
• PWON Rp482m vs Rp1.36t
• LPCK Rp400m vs Rp210m
• CTRA Rp169m vs Rp296m
• DUTI Rp157m vs Rp479m
• ARNA Rp121m vs Rp102m
• DILD Rp89.7m vs Rp9.36m
• DMAS Rp78.9m vs Rp626m
• PPRO Rp51.4m vs Rp158m
• SMRA Rp10.2m vs Rp149m
• APLN -Rp3.00m vs Rp143m
• BEST -Rp37.2m vs Rp114m
• KIJA -Rp84.2m vs Rp52.2m
• BSDE -Rp89.3m vs Rp2.09t
• SSIA -Rp123m vs -Rp33.8m
• PJAA -Rp146m vs Rp71.2m
• LPKR -Rp1.25t vs -Rp1.45t

CONSTRUCTION
• TOTL Rp50.3m vs Rp106m
• NRCA Rp43.1m vs Rp74.1m
• PPRE Rp18.8m vs Rp159m
• PTPP Rp15.9m vs Rp344m
• ADHI Rp11.3m vs Rp215m
• WSBP Rp5.18m vs Rp104m
• IDPR -Rp126m vs Rp67.4m
• ACST -Rp252m vs -Rp404m

INFRASTRUCTURE RELATED
• SMGR Rp612m vs Rp485m
• INTP Rp470m vs Rp640m
• AKRA Rp431m vs Rp391m
• BUKK Rp229m vs Rp259m
• JSMR Rp106m vs Rp1.06t
• SMCB Rp82.1m vs -Rp279m
• IPCM Rp54.1m vs Rp49.9m
• META Rp36.9m vs Rp92.9m
• BNBR -Rp125m vs Rp223m
• SMBR -Rp138m vs Rp7.56m

AUTO & HEAVY EQUIPMENT
• ASII Rp11.4t vs Rp9.80t
• UNTR Rp4.06t vs Rp5.66t
• SMSM Rp203m vs Rp234m
• KOBX -$4.04jt vs $1.04jt
• INTA -Rp96.8m vs -Rp52.5m
• GJTL -Rp141m vs Rp164m
• AUTO -Rp296m vs Rp246m
• IMAS -Rp347m vs Rp463m

MANUFACTURING
• INKP $203jt vs $147jt
• TKIM $89.6jt vs $105jt
• SRIL $49.8jt vs $63.2jt
• KRAS $4.51jt vs -$135jt
• MARK Rp51.7m vs Rp45.1m
• AGII Rp16.7m vs Rp44.0m
• JECC Rp2.66m vs Rp45.1m
• ISSP Rp2.63m vs Rp52.4m
• NIKL $290rb vs $2.41jt
• KBLI -Rp89.8m vs Rp177m
• ESSA -$6.77jt vs $4.23jt
• BRPT -$8.88jt vs $10.9jt
• TPIA -$29.8jt vs $32.9jt

TRADE & SERVICES
• BULL $31.6jt vs $8.52jt
• MIKA Rp289m vs Rp359m
• HEAL Rp104m vs Rp125m
• SMDR $4.92jt vs -$21.9jt
• BLTA $2.36jt vs $698rb
• SOCI $2.04jt vs $9.98jt
• PRDA -Rp12.1m vs Rp81.7m
• IMJS -Rp13.1m vs Rp106m
• BIRD -Rp93.7m vs Rp158m
• BLTZ -Rp185m vs Rp41.1m
• SILO -Rp129m vs Rp4.89m
• GMFI -$99.3jt vs $7.15jt
• GIAA -$713jt vs $24.1jt

OIL & MINING RELATED
• BYAN $69.2jt vs $179jt
• INCO $53.1jt vs -$26.2jt
• HRUM $21.9jt vs $12.7jt
• ELSA Rp130m vs Rp155m
• ANTM Rp84.7m vs Rp428m
• ZINC Rp41.9m vs Rp113m
• FIRE Rp5.96m vs Rp8.63m
• KKGI -$826rb vs $2.28jt
• DKFT -Rp85.1m vs Rp38.9m
• DOID -$7.86jt vs $4.07jt
• TINS -Rp390m vs Rp205m

AGRICULTURE & POULTRY
• CPIN Rp1.65t vs Rp1.73t
• AALI Rp392m vs Rp43.7m
• TBLA Rp321m vs Rp359m
• JPFA Rp155m vs Rp829m
• LSIP Rp91.9m vs Rp10.5m
• SIPD Rp10.4m vs Rp31.0m
• DSFI -Rp8.07m vs Rp7.29m
• MAIN -Rp44.2m vs Rp146m
• SIMP -Rp301m vs -Rp310m
• BWPT -Rp417m vs -Rp491m

Rebalancing indeks Kompas100

*Berikut saham yang ditambahkan ke dalam indeks Kompas100:*

1. PT Bank Bukopin Tbk (BBKP)
2. PT Bank Danamon Indonesia Tbk (BDMN)
3. PT Bank BRIsyariah Tbk (BRIS)
4. PT Buana Lintas Lautan Tbk (BULL)
5. PT HK Metals Utama Tbk (HKMU)
6. PT Indofarma Tbk (INAF)
7. PT Kimia Farma Tbk (KAEF)
8. PT Kino Indonesia Tbk (KINO)
9. PT Link Net Tbk (LINK)
10. *PT J Resoruces Asia Pasifik Tbk (PSAB)*
11. PT Salim Ivomas Pratama Tbk (SIMP)

*Berikut saham yang dikeluarkan dari indeks Kompas100:*

1. PT Sentul City Tbk (BKSL)
2. PT Bank CIMB Niaga Tbk (BNGA)
3. PT Bintang Oto Global Tbk (BOGA)
4. PT Surya Esa Perkasa Tbk (ESSA)
5. PT Harum Energy Tbk (HRUM)
6. PT Mahkota Group Tbk (MGRO)
7. PT PP Properti Tbk (PPRO)
8. PT Solusi Bangun Indonesia Tbk (SMCB)
9. PT Tridomain Performance Materials Tbk (TDPM)
10. PT Tiphone Mobile Indonesia Tbk (TELE)
11. PT Totalindo Eka Persada Tbk (TOPS)

http://investasi.kontan.co.id/news/rebalancing-simak-daftar-11-saham-anggota-baru-kompas100-periode-agustus-januari

*Rebalancing, simak daftar 11 saham anggota baru Kompas100 periode Agustus-Januari*