1 www.samuel.co.id DAILY Market Market Activity Market Index : 6,126.9 Index Movement : +48.7 0.80% Market Volume : 18,552 Mn shrs Market Value : 9,128 Bn rupiah Last Close +/- % Leading Movers ARTO 14,650 600 4.3 BBRI 3,930 60 1.6 BBCA 33,000 300 0.9 ASII 5,350 100 1.9 Lagging Movers DCII 46,025 -1,975 -4.1 POLL 3,060 -230 -7.0 TPIA 7,550 -50 -0.7 BDMN 2,690 -100 -3.6 Foreign Net Buy / Sell (Regular Market) Net Buy (IDR bn) Net Sell (IDR bn) TLKM 89 ARTO 73 UNTR 63 BBRI 45 PTBA 51 PGAS 31 BBCA 33 UNVR 15 ADRO 28 BSDE 11 Money Market Last Close +/- % USD/IDR 14,263 -10.0 0.1 JIBOR O/N 5.9 0.0 Dual Listing Securities Last Close +/- % TLKM 23.8 0.2 0.8 EIDO 21.6 0.3 1.6 Global Indices Last Close +/- % DJIA 35,369 -75 -0.21 S&P 500 4,535 -2 -0.03 Euro Stoxx 4,202 -30 -0.71 MSCI World 3,164 3 0.08 STI 3,084 -5 -0.16 Nikkei 29,128 -4,372 2.05 Hang Seng 25,902 -188 -0.7 Commodities Last Close +/- % Brent Oil 72.6 -0.4 -0.72 Coal (ICE) 178.8 3.7 1.00 CPO Malay 4,310 69.0 1.63 Gold 1,828 18.1 1.00 Nickel 19,801 320.3 1.64 Tin 33,500 -445.0 -1.33 Changes Changes Changes Changes Changes Friday, 03 Sep 2021 IHSG Diperkirakan Melanjutkan Pergerakan Flat Semalam (7/9), bursa AS tutup dikarenakan merayakan Labor Day. Minggu ini investor global kami perkirakan akan mengantisipasi hasil pertemuan ECB dan data initial jobless claims AS bulan September, yang akan dirilis pada Kamis (9/9) mendatang. Pasar komoditas terpantau bergerak mixed kemarin. WTI naik +0.1% ke level USD 68.9/bbl, Brent bergerak turun (-0.5% ke level USD 72/bbl), batubara turun -0.6% ke level USD 178/ton, nikel -1.3% ke level USD 19,622/ton, CPO naik +0.5% ke level MYR 4,330/ton. Harga emas terpantau melemah -0.5% ke level USD 1,824/toz. Bursa Asia kemarin ditutup naik: Kospi +0.1%, Hang Seng +1.0%, Shanghai +1.1%, Nikkei +1.8%. IHSG ditutup flat +0.0% pada perdagangan hari Senin (7/9) di level 6,127, dengan net buy asing sebesar IDR 366.9 miliar. Net buy asing tertinggi dicatatkan oleh BBCA (IDR 79.6 miliar), TLKM (IDR 79.0 miliar), dan BUKA (IDR 52.1 miliar). Net sell asing di pasar regular dicetak oleh TOWR (IDR 42.2 miliar), ARTO (IDR 36.9 miliar), dan UNVR (IDR 17.7 miliar). Top leading movers adalah BMRI, EMTK, dan ASII sedangkan top lagging movers adalah BBRI, DCII, dan TPIA. Kasus harian COVID-19 kembali menurun. Terjadi penambahan 4,413 kasus baru COVID-19 pada hari Senin (6/9) (Minggu: 5,403 kasus) dengan positive rate sebesar 4.6%. Sejauh ini, telah ditemukan sebanyak 4.1 juta kasus COVID-19 di Indonesia, dengan 3.85 juta di antaranya sembuh (recovery rate: 93.2%, active case: 146 ribu). Terkait vaksinasi, sejauh ini 67.1 juta orang di Indonesia telah menerima dosis pertama vaksin COVID-19 (+372 ribu pada Senin) dan 38.4 juta telah menerima dosis kedua (+248 ribu pada Senin), merefleksikan 32.3% dari total target. Pagi ini pasar regional dibuka mixed, dengan Kospi -0.19%, dan Nikkei +0.72%. Kami memproyeksikan IHSG melanjutkan pergerakan flat mengikuti pergerakan bursa regional. DAILY RESEARCH AKRA : Penandatanganan Perjanjian Pengembangan Pelabuhan dengan Freeport Indonesia 7 September 2021 Highlights
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1 www.samuel.co.id
DAILY
RESEAR
CH
Market
Market Activity
Market Index : 6,126.9
Index Movement : +48.7 0.80%
Market Volume : 18,552 Mn shrs
Market Value : 9,128 Bn rupiah
Last
Close +/- %
Leading Movers
ARTO 14,650 600 4.3
BBRI 3,930 60 1.6
BBCA 33,000 300 0.9
ASII 5,350 100 1.9
Lagging Movers
DCII 46,025 -1,975 -4.1
POLL 3,060 -230 -7.0
TPIA 7,550 -50 -0.7
BDMN 2,690 -100 -3.6
Foreign Net Buy / Sell (Regular Market)
Net Buy (IDR bn) Net Sell (IDR bn)
TLKM 89 ARTO 73
UNTR 63 BBRI 45
PTBA 51 PGAS 31
BBCA 33 UNVR 15
ADRO 28 BSDE 11
Money Market
Last
Close +/- %
USD/IDR 14,263 -10.0 0.1
JIBOR O/N 5.9 0.0
Dual Listing Securities
Last
Close +/- %
TLKM 23.8 0.2 0.8
EIDO 21.6 0.3 1.6
Global Indices
Last
Close +/- %
DJIA 35,369 -75 -0.21
S&P 500 4,535 -2 -0.03
Euro Stoxx 4,202 -30 -0.71
MSCI World 3,164 3 0.08
STI 3,084 -5 -0.16
Nikkei 29,128 -4,372 2.05
Hang Seng 25,902 -188 -0.7
Commodities
Last
Close +/- %
Brent Oil 72.6 -0.4 -0.72
Coal (ICE) 178.8 3.7 1.00
CPO Malay 4,310 69.0 1.63
Gold 1,828 18.1 1.00
Nickel 19,801 320.3 1.64
Tin 33,500 -445.0 -1.33
Changes
Changes
Changes
Changes
Changes
Friday, 03 Sep 2021
IHSG Diperkirakan Melanjutkan Pergerakan Flat Semalam (7/9), bursa AS tutup dikarenakan merayakan Labor Day. Minggu ini
investor global kami perkirakan akan mengantisipasi hasil pertemuan ECB dan data
initial jobless claims AS bulan September, yang akan dirilis pada Kamis (9/9)
mendatang.
Pasar komoditas terpantau bergerak mixed kemarin. WTI naik +0.1% ke level USD
68.9/bbl, Brent bergerak turun (-0.5% ke level USD 72/bbl), batubara turun -0.6%
ke level USD 178/ton, nikel -1.3% ke level USD 19,622/ton, CPO naik +0.5% ke level
MYR 4,330/ton. Harga emas terpantau melemah -0.5% ke level USD 1,824/toz.
Bursa Asia kemarin ditutup naik: Kospi +0.1%, Hang Seng +1.0%, Shanghai +1.1%,
Nikkei +1.8%. IHSG ditutup flat +0.0% pada perdagangan hari Senin (7/9) di level
6,127, dengan net buy asing sebesar IDR 366.9 miliar. Net buy asing tertinggi
dicatatkan oleh BBCA (IDR 79.6 miliar), TLKM (IDR 79.0 miliar), dan BUKA (IDR 52.1
miliar). Net sell asing di pasar regular dicetak oleh TOWR (IDR 42.2 miliar), ARTO
(IDR 36.9 miliar), dan UNVR (IDR 17.7 miliar). Top leading movers adalah BMRI,
EMTK, dan ASII sedangkan top lagging movers adalah BBRI, DCII, dan TPIA.
Kasus harian COVID-19 kembali menurun. Terjadi penambahan 4,413 kasus baru
COVID-19 pada hari Senin (6/9) (Minggu: 5,403 kasus) dengan positive rate sebesar
4.6%. Sejauh ini, telah ditemukan sebanyak 4.1 juta kasus COVID-19 di Indonesia,
dengan 3.85 juta di antaranya sembuh (recovery rate: 93.2%, active case: 146 ribu).
Terkait vaksinasi, sejauh ini 67.1 juta orang di Indonesia telah menerima dosis
pertama vaksin COVID-19 (+372 ribu pada Senin) dan 38.4 juta telah menerima dosis
kedua (+248 ribu pada Senin), merefleksikan 32.3% dari total target.
Pagi ini pasar regional dibuka mixed, dengan Kospi -0.19%, dan Nikkei +0.72%. Kami
memproyeksikan IHSG melanjutkan pergerakan flat mengikuti pergerakan bursa
regional.
DAILY RESEARCH
AKRA : Penandatanganan Perjanjian Pengembangan Pelabuhan
DISCLAIMER: Analyst Certification: The views expressed in this research accurately reflect the personal views of the analyst(s) about the subject securities or issuers and no part of the compensation of the analyst(s) was, is, or will be directly or indirectly related to the inclusion of specific recommendations or views in his research. The analyst(s) principally responsible for the preparation of this research has taken reasonable care to achieve and maintain independence and objectivity in making any recommendations. This document is for information only and for the use of the recipient. It is not to be reproduced or copied or made available to others. Under no circumstances is it to be considered as an offer to sell or solicitation to buy any security. Any recommendation contained in this report may not be suitable for all investors. Moreover, although the information contained herein has been obtained from sources believed to be reliable, its accuracy, completeness and reliability cannot be guaranteed. All rights reserved by PT Samuel Sekuritas Indonesia
Equity Research│7 September 2021
www.samuel.co.id 8
Research Team
Suria Dharma Head of Equity Research, Strategy, Banking, Consumer Staples [email protected] +6221 2854 8148