Phillip Sekuritas Indonesia - Research Division: POEMS
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Phillip Sekuritas Indonesia – Research Division:
Jasa Adhimulya, Head of Research Stefanus Adrian Chandra .W
Telco
Banking, Economist
Anugerah Zamzami Nasr Muhammad Syahrizannas
Cement, Precast Technical Analyst
Michael Filbery
Plantation
PT. Phillip Sekuritas Indonesia
Atria @Sudirman, Level 23B
Jl. Jend. Sudirman Kav. 33A Thursday, December 3, 2020
Jakarta 10220, Indonesia
Phone: +62 21 57 900 900
customercare@phillip.co.id
www.poems.co.id | www.phillip.co.id
FTSE: 6,463 +1.23%
DAX: 13,313 -0.52%
DJIA: 29,883 +0.20%
NIKKEI: 26,800 +0.04%
HSI: 26,532 -0.13%
S&P: 3,669 +0.18%
NASDAQ: 12,349 -0.05% STI: 2,810 -0.11%
JCI: 5,813 +1.56%
45.28 +1.64% 3,237 -1.37%
48.25 +1.75% 16,284 +1.52%
1,830 +0.62% 18,790 -0.56%
70.90 +2.60% 3.48 +0.11%
JCI Indication
Bearish (Moderate)
Support / Resistance: 5,707 – 5,867
Market Drivers:
Vaccines on Horizon
▪ The U.K. became the 1st country to authorize the Pfizer-BioNTech vaccine for emergency use
▪ The vaccine will be rolled out in the country next week, with elderly people in care homes and medical
workers first in line
▪ China and Russia also have moved ahead with inoculation campaigns with their own vaccines
▪ The U.S. should be able to distribute enough coronavirus vaccine doses to immunize 100 million people by the
end of February
The Final Jibun Bank Japan Services PMI (November)
▪ Edged up to 47.8 from 47.7, better than a preliminary 46.7 reading but rmained firmly in contraction territory
(below 50)
▪ A third wave of COVID-19 infections had depressed demand and led to more challenging business conditions
Economic Data for Today
▪ Australia: Trade Balance for October
▪ China: Caixin/Markit Services PMI for November
Market News
ADHI ADHI PT Adhi Karya (Persero) Tbk
ADHI booked new contracts worth IDR 17.3 trillion as of November 30, 2020. The
Close: 1,200 acquisition of new contracts in November 2020 was up 130.7 percent compared
P/E: 208.32 P/BV: 0.77 to October 2020 valued at IDR 7.5 trillion.
TBIG TBIG PT Tower Bersama Infrastructure Tbk
Close: 1,475 TBIG completed the issuance of Continuous Bonds IV Phase II in 2020 worth IDR
750 billion. The total issuance of TBIG IV Phase II Bonds consists of Rp295 billion
P/E: 33.53 P/BV: 5.58 in 370 days and Rp455 billion in three years. Each tenor has a coupon rate of 5.75
percent and 7.25 percent.
INDY INDY PT Indika Energy Tbk
Close: 1,745 INDY increased the share ownership proportion in the gold project Nusantara
Resources. The total ownership of the company together with another subsidiary,
P/E: -8.70 P/BV: 0.81
PT Indika Mineral Investindo, is 27.75 percent as of November 2020.
4
Foreign Flow Analysis in Equity Dec, 2 2020: Net Buy (RG) IDR 15.03 Bn Total Flow Ytd: Net Sell IDR 60.63 Tn
Technical Recommendation
Powered by:
JSMR
• Short Term Trend: Bearish
• Medium Term Trend: Bullish
• Trade Buy : 4,340
• Target Price 1: 4,430
• Target Price 2: 4,580
• Stop Loss: 4,203
Phillip Sekuritas Indonesia. All Rights Reserved. For internal circulation only.
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation.
Phillip Sekuritas Indonesia accepts no liability whatsoever with respect to the use of this document or its contents.
Technical Recommendation
Powered by:
KAEF
• Short Term Trend: Sideways
• Medium Term Trend: Sideways
• Buy on Weakness: 3,340-3460
• Target Price 1: 3,630
• Target Price 2: 3,790
• Stop Loss: 3,080
Phillip Sekuritas Indonesia. All Rights Reserved. For internal circulation only.
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation.
Phillip Sekuritas Indonesia accepts no liability whatsoever with respect to the use of this document or its contents.
Technical Recommendation
Powered by:
KRAS
• Short Term Trend: Bullish
• Medium Term Trend: Bullish
• Trade Buy: 432
• Target Price 1: 450
• Target Price 2: 470
• Stop Loss: 412
Phillip Sekuritas Indonesia. All Rights Reserved. For internal circulation only.
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation.
Phillip Sekuritas Indonesia accepts no liability whatsoever with respect to the use of this document or its contents.
Please wait a moment while our panelists are now
discussing the answers to your questions…
Phillip Webinar ID:
November 2020: 960-489-067
Link Webinar 2020: http://bit.ly/pw_nov20
Our Researches are published through:
www.poems.co.id Email
>> Research tab research@phillip.co.id Research – Phillip Securities
Indonesia
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