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02 Jan 2024 12:00

Webinar Market Outlook 1H 2024 dengan Bu Kartika Sutandi CFA

- View & Insight mengenai sector 2024
- Q&A

Yuk Join dan beli tiket Market Outlook 1H2024 dengan Ibu Kartika Sutandi CFA, webinar akan di adakan pada :
Tgl : 27 Januari 2024
Jam : 1-3 siang

Dengan nilai investasi sebesar Rp 500.000 dapatkan tiketnya di Blibli atau tiket.com dibawah ini ⬇

Link Tiket
https://www.tiket.com/to-do/marketoutlook2024

Link Blibli
http://blib.li/outlook2024

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02 Jan 2024 09:56

Eropa buka ijo di pimpin saham2 energy

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02 Jan 2024 09:48

PGEO jika mampu rebound dan higher high 1305-1345 makin cakep lagi nih

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02 Jan 2024 09:31

ESSA break last high 550
break resist inu membuka peluang essa membentuk double bottom dgn target 605 jika break resist down channel 570 membuka peluang rally lebih jauh lagi (disc on)

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02 Jan 2024 09:21

*BRMS potensi BUY jika mampu break dan bertahan di atas 176-177*, dengan resist terdekat di 180-183, 187-190 dan 194-200. Support dan stop loss terdekat jika turun di bawah 165-167.

*Disclaimer On - BCA Sekuritas*

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02 Jan 2024 08:40

*ESSA Industries Indonesia (ESSA) Berharap Kinerja Membaik di Tahun 2024*

KONTAN.CO.ID - JAKARTA. Emiten produsen amoniak, PT ESSA Industries Indonesia Tbk (ESSA) berharap kinerja membaik di tahun depan seiring dengan harga amonia yang mulai membaik di kuartal III-2023.

Direktur ESSA Prakash Chand Bumb mengatakan, pendapatan ESSA di tahun ini diproyeksikan lebih rendah dari 2022. Namun, di tahun depan ESSA Industries Indonesia berharap kinerja akan lebih baik seiring harga anomia yang mulai membaik dibandingkan yang terjadi di tiga kuartal sebelumnya.

https://investasi.kontan.co.id/news/essa-industries-indonesia-essa-berharap-kinerja-membaik-di-tahun-2024

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02 Jan 2024 08:34

*Manuver Berlanjut! Boy Thohir Bungkus 98,75 Juta Saham Surya Esa (ESSA) Rp525 per Lembar*

EmitenNews.com - Garibaldi Thohir alias Boy Thohir menambah timbunan saham Surya Esa Perkasa (ESSA). Kakak kandung menteri BUMN Erick Thohir itu, diketahui menjala saham Surya Esa 98.753.900 helai alias 98,75 juta eksemplar. Transaksi pembelian telah dituntaskan pada Jumat, 22 Desember 2023. 

Melalui kepanjangan tangan Indo Premier Sekuritas, dan Trimegah Sekuritas Indonesia, dan Ciptadana Sekuritas Asia, pembelian terjadi pada harga Rp525 per lembar. Menyusul skema harga itu, Boy Thohir dipaksa merogoh kocek Rp51,84 miliar. 

https://www.emitennews.com/news/manuver-berlanjut-boy-thohir-bungkus-9875-juta-saham-surya-esa-essa-rp525-per-lembar

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02 Jan 2024 08:14

Reminder !

Maybank (ZP)

Mayora Indah (MYOR IJ)
Strong organic growth ahead
Maintain BUY with higher TP of IDR3,700

Reiterate BUY as MYOR benefits from its large export market base, which should boost its medium-term earnings growth and limit sales dependency on its home market. MYOR’s factory expansion also bodes
well for growth. After revising up our FY23E/24E EPS by 10%/12% and rolling forward our valuation base to end-FY24E, our TP rises to IDR3,700, based on 28x FY24E PER, its three-year mean. Main downside risk: significant rise in soft commodity prices.

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02 Jan 2024 05:34

MIRAE (YP)

*MAPI BUY TP 2250*
*ACES BUY TP 950*

*Mirae Asset Sekuritas Indonesia Sector Update*

*Consumer Cyclicals - Retail (Overweight/Upgrade)* - Investment Playbook: Strategic Expansion of Outlets to Capitalize on Demographic Opportunities by Rut Yesika Simak (rut.simak@miraeasset.co.id)
January 2, 2024

Fragmented market is a nature of retailers in Indonesia
We see the Indonesian retail sector exhibits vigorous and diversified competition. It operates within a highly fragmented market landscape, encompassing prominent retail conglomerates, local small-scale merchants, global brand entities, and a burgeoning e-commerce segment. The retail landscape offers a wide range of formats, from traditional markets and family-owned stores to modern supermarkets and shopping complexes.

*Unleashing potential of retail market*
We are in the positive view in the future of the retail market in Indonesia and the broader Southeast Asian region, particularly in the active lifestyle segment, as it is expected to maintain its growth trajectory. This shift has been propelled by the younger generation, who prioritizes both comfort and style in their clothing selections.

*Anticipating resilient middle-to-upper income shoppers*
Indonesia's inflation is under control, leading to a 3.4% YoY minimum wage increase in 2024F, lower than expected by workers who proposed a 15% hike. This increase falls below Bank Indonesia's GDP growth forecast of 4.7%-5.5% YoY for 2024. The modest wage increase may affect lower to middle-income shoppers' spending habits, impacting RALS and LPPF (both are not rated). However, upper to middle-income shoppers like *ACES and MAPI are expected to remain resilient due to Indonesia's strong economy and potential interest rate decrease*, boosting shopper confidence. This also benefits ACES and MAPI by reducing salary-related expenses, accounting for 11-19% of their total sales.

Strengthening omnichannel and expanding brick-and-mortar stores
As economies recover, online shopping growth has slowed, particularly for high-margin products like MAPI and ACES, as consumers prefer physical stores. These retailers are expanding their physical presence. In 2023, *MAPI opened 700 new stores and expanded into Southeast Asia, while ACES added 13 stores and improved existing ones with "seamless shopping." Despite a 34.4% growth in online shopping in Indonesia, it still represents only 1.2% of all transactions, lower than in other countries. In addition*, we believe the omnichannel model will continue to evolve and benefit retailers of all levels. Integrating Generative AI (Gen AI) is crucial for future success, as it enhances personalization and builds customer loyalty, as seen in McKinsey's fashion retail example.

Overweight rating for the sector
Retailers in Indonesia have substantial growth potential, supported by urban population growth and resilient revenue despite challenges. Future growth will be driven by omnichannel models, store expansion, and Gen AI integration. MAPI and ACES, targeting middle to upper-income segments, have upside potential, in our view. We have a Buy recommendation for *MAPI and ACES with unchanged target prices of IDR 2,250 and IDR 950, respectively.*

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22 Dec 2023 16:06

*ASII IJ: No halt for Indonesia market, export is temporarily suspended*
by: _paulina.tjoa@maybank.com_

- Astra Daihatsu Motor has released an official statement, clarifying that it has coordinated with the domestic authority and has decided that Daihatsu will operate normally in Indonesia.

- ⁠*No production and distribution halt, no recall for existing products for the domestic market.*

- ⁠*Production for export market for several alerted products is temporarily suspended*, awaiting for confirmation from authorities in destinated countries.

Link to the ADM press release:
https://daihatsu.co.id/program-and-event/press-release/detail-content/produksi-dan-distribusi-daihatsu-di-indonesia-tetap-berjalan-normal/

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21 Dec 2023 14:39

Webinar Market Outlook 1H 2024 dengan Bu Kartika Sutandi CFA

- View & Insight mengenai sector 2024
- Q&A

Yuk Join dan beli tiket Market Outlook 1H2024 dengan Ibu Kartika Sutandi CFA, webinar akan di adakan pada :
Tgl : 27 Januari 2024
Jam : 1-3 siang

Dengan nilai investasi sebesar Rp 500.000 dapatkan tiketnya di Blibli atau tiket.com dibawah ini ⬇

Link Tiket
https://www.tiket.com/to-do/marketoutlook2024

Link Blibli
http://blib.li/outlook2024

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21 Dec 2023 10:24

https://market.bisnis.com/read/20231221/7/1726072/ceo-medco-energi-medc-borong-saham?utm_source=Whatsapp&utm_medium=Referral&utm_campaign=Mobile_Share.

*Direktur sekaligus CEO PT Medco Energi Internasional Tbk. (MEDC) Roberto Lorato menambah kepemilikan sahamnya di perseroan. Roberto Lorato, warna negara Italia, membeli 1.895.000 (1,89 juta) saham MEDC pada 18 Desember 2023. Rerata harga yang dibeli Rp1.132,35 per saham sehingga total transaksi mencapai Rp2,14 miliar.*

"Tujuan dari transaksi investasi pribadi, status kepemilikan saham langsung," paparnya dalam laporan tertulis ke Bursa Efek Indonesia (BEI), Kamis (21/12/2023). Setelah transaksi, Roberto Lorato memegang 143.724.260 (143,72 juta) saham MEDC, dari sebelumnya 141.829.260 (141,89 juta) saham.

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21 Dec 2023 07:39

TPIA Chandra Asri Group Berhasil Raih Predikat Emas dan Hijau di Ajang PROPER 2023 dari Kementerian LHK

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20 Dec 2023 04:37

skrg uda golden cross

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20 Dec 2023 04:36

BRIS cakep TF weekly real game nya kalau mampu break 1820

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02 Jan 2024 09:57

*European shares start New Year at 23-month high on energy boost*

*Energy shares (.SXEP) jumped 1.4%, tracking higher oil prices.*

https://reut.rs/3vgI0tz

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02 Jan 2024 09:49

Reminder

*ESSA*

Presiden Direktur Essa Industries Indonesia Kanishk Laroya meramalkan bahwa harga amonia akan bertahan pada tingkat yang tinggi, dibandingkan dengan kondisi pada kuartal III/2023. Kenaikan harga ini seiring dengan kenaikan harga komoditas yang terjadi sejalan dengan meningkatnya ketidakpastian geopolitik.

*“ESSA memperkirakan harga amonia akan tetap pada tingkat yang tinggi dibandingkan pada kuartal III/2023,” katanya dalam paparan publik, Rabu (6/12/2023).*

https://market.bisnis.com/read/20231206/192/1721610/essa-industries-essa-buka-bukaan-prospek-bisnis-amonia-2024

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02 Jan 2024 09:31

modal essa kita sm Pak Boy ga beda jauh

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02 Jan 2024 09:31

PTBA break resist jk
pendek 2490, membuka peluang ptba membentuk double bottom dgn target 2700

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02 Jan 2024 08:46

Reminder !

*ESSA*

*Fitch Sees Higher Prices for Ammonia, Urea, Phosphate Rock -- Commodity Comment*
Published: Dec. 11, 2023

Fitch Ratings said it was increasing its price assumptions for several types of fertilizer, including ammonia, urea and phosphate rock, reflecting "year-to-date prices, higher gas prices and supportive supply-demand trends," it said.

Ammonia Assumptions

Fitch said its 2024-2025 ammonia assumptions "reflect higher gas price assumptions and improving demand, particularly in 2024, and the lack of capacity additions in 2025." The agency also said new Gulf Coast capacity of 1.3mt should come online in the first quarter of next year, "after which we do not expect any material additional merchant capacity in the coming years." Around 2mt of Russian exports will return to the market when a new Baltic Sea terminal is commissioned in the second half of 2024, which will "largely replace exports via the Black Sea (of 2.5mt), which are unlikely to resume."

https://www.marketwatch.com/story/fitch-sees-higher-prices-for-ammonia-urea-phosphate-rock-commodity-comment-d72a18a3

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02 Jan 2024 08:35

Spek BUY ESSA (breakout)

TP 585 610 640
SL 525 500

Disc On

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02 Jan 2024 08:14

Spek BUY MYOR

TP 2580 2660 2730
SL 2420 2340

Disc On

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02 Jan 2024 05:40

MAPI: Expanding its empire further to luxurious business. BUY! (by willy.goutama@maybank.com)

MAPI just secured another exclusivity on Hugo Boss (USD4.7b german-listed co at 19x PER) for Indonesia business this evening. On top of its exisiting luxury Loewe brand, this marks MAPI’s new journey to expand its empire into luxurious business.

Maintain BUY with street-high TP of IDR2,600. With our 11% FY22-25E EPS CAGR forecast, we strongly believe MAPI’s current valuation (12.3x FY24E PER, 1.5SD below its 3-year) is still attractive (MAPI’s regional peers comparison is available inside the link).

IDX Trading Community (ITC) - Tidak Terima Titip DANA

02 Jan 2024 05:29

Spek Trading BUY MAPI (double bottom)

TP 1945 2010 2070
SL 1815 1755

Disc On

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22 Dec 2023 09:34

Crude oil potensi rebound ke 79.19

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21 Dec 2023 10:29

CEO MEDC Roberto Lorato menambah kepemilikan saham MEDC sebanyak 1.895.000 (1,89 juta) lembar 18 Desember 2023. Rerata harga yang dibeli Rp1.132,35 per saham sehingga total transaksi mencapai Rp2,14 miliar.

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21 Dec 2023 09:06

Indonesia’s Gas Negara Signs 5-Year Gas Purchase Deal With MEDC
2023-12-19 09:12:10.512 GMT


By Norman Harsono
(Bloomberg) -- Indonesia’s Gas Negara, known as PGN, signs
a agreement with Medco E&P Grissik Ltd to get around 410 BBTUD
of gas from the Corridor Block in South Sumatra, it says in a
statement.
* Five-year contract is an extension of the previous 20-year
agreement that ended Sept. 30
* NOTE: Medco Wins Govt Approval to Amend New Corridor Block
Contract


To contact the reporter on this story:
Norman Harsono in Jakarta at

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20 Dec 2023 11:20

*SSIA*

PT Surya Semesta Internusa Tbk (SSIA) angkat suara soal rencana penawaran umum perdana saham (initial public offering/IPO) entitas anak perseroan, PT Horizon Internusa Persada atau yang biasa dikenal Travelio.

Like♥️, Share✅ this content jika kalian berasa bermanfaat dan Follow🔷 Me For more content on financial industry ⬇️

Disc On

https://www.instagram.com/reel/C1Dj5ooy3Cq/?igshid=MzRlODBiNWFlZA==

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20 Dec 2023 04:37

REMINDER watch BRIS resist dekat di 1665..
Jika break next resist 1820 dan 2020.
Stoploss 1610

weekly macd potensi golden cross

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20 Dec 2023 04:32

https://investor.id/finance/349185/calon-investor-baru-bsi-bris-minta-porsi-saham-lebih-besar