Asing akan kembali ke bursa
Pelonggaran kebijakan terus terjadi: Kami melihat bahwa pelonggaraan kebijakan moneter terus berlanjut di India, Indonesia, Korea Selatan, dan Malaysia akan terus terjadi setelah Trump menjadi presiden dan memberikan policy keuangan yang lebih tegas dan jelas sehingga sentiment investor membaik secara signifikan.
Rebalancing portofolio selesai, asing balik ke Indonesia: Rebalancing oleh asing untuk menyeimbangkan portofolio mereka untuk mengecilkan tracking error yang sebelulmnya membuat IHSG rentan terhadap risiko sudah seleasai dan asing akan kembali untuk melakukan net buy lagi pada awal hingga pertengahan 2017.
Stock picks & 1-week targets: (BUY: ASII, TLKM, BMRI, BBNI)
- Astra International (ASII) (BUY) (Trading target: Rp.8.250-8.450)
Entry buy (1) Rp.8.025, Entry buy (2) Rp. 7.975, Cut loss point: Rp.7.850
- Telekomunikasi (TLKM) (BUY) (Trading target: Rp.4.150)
Entry (1) Rp.3.900, Entry (2) Rp.3.800, Cut-loss point: Rp.3.675
- Bank Mandiri (BMRI) (BUY) (Trading target Rp.11.750-12.200)
Entry: (1) Rp.10.950, Entry (2) Rp.10.850, Cut loss point Rp.10.750
- Bank BNI (BBNI) (BUY): (Trading target Rp.5.900)
Entry: (1) Rp.5.500, Entry (2) Rp.5.350, Cut loss point Rp.5.275
Disclaimer: Investasi di pasar modal adalah hal yang beresiko dan dapat mengakibatkan kerugian material. Tulisan ini hanya bertujuan hanya sekedar memberikan informasi dan tidak boleh ditafsirkan sebagai ajakan atau penawaran untuk membeli dan/atau menjual efek atau instrumen keuangan lainnya. Setiap keputusan investasi yang di ambil merupakan tanggung jawab sepenuhnya investor.
Disclaimer on: This document has been prepared by PT.KGI Sekuritas Indonesia. The information has been compiled from public source, which we believe to be reliable but no representation or warranty, express or implied is made as to accuracy, completeness or fairness of the information and opinions contained in this document. Information and opinion contained herein are used to assist recipients, but are not to be relied upon as authoritative or taken in substitution for the exercise of judgment by any recipients as of this date. Any opinion and expressed in this report are subject to change without notice and PT. KGI Sekuritas Indonesia is not under obligation to update or keep current the information contained herein. This report is not, and should not be construed as, an offer or solicitation to buy or to sell any securities. PT. KGI Sekuritas Indonesia accepts no liabilities whatsoever for any direct, indirect or consequential loss or damage suffered by any person as a result of relying on any statement or omission in any information contained in this report. No part of this report may be produced, distributed or published without the written permission of PT. KGI Sekuritas Indonesia. All rights reserved
Yuganur Wijanarko Senior Research (yuganur.wijanarko@kgi.com) (kgi.id)
