Saham dan pilihan sector di 2017
Pilihan saham dan sector di 2017: Kami melihat bahwa sektor perbankan, kosumer, industri dasar, dan aneka industri masih menjadi pilihan menarik di 2017. Melihat prediksi tumbuhnya fundamental perekonomian tentu akan meningkatkan kinerja saham-saham di manufacturing, serta sektor komoditas tambang juga akan terkena imbas positif kenaikan harga dan perbaikan permintaan.
Konstruksi dan Perbankan patut dilihat: Saham konstruksi dan perbankan dapat menjadi pilihan lain selain diatas karena dari perbankan masih ada kemungkinan perbaikan NPL (kredit macet) juga lending akan meningkat sehingga harga sahamnya yang lumayan terkoreksi dan stagnan di 2016 lalu dapat naik kembali di februari 2017.
Stock picks & 1-week targets: (BUY: ASII, ICBP, BMRI, LSIP)
- Astra International (ASII) (BUY) (Trading target: Rp.8.350-8.450)
Entry buy (1) Rp.8.125, Entry buy (2) Rp.8.075, Cut loss point: Rp.7.950
- Indofood Consumer brand product (INDF) (BUY) (Trading target: Rp.9.000)
Entry (1) Rp.8.400, Entry (2) Rp.8.200, Cut-loss point: Rp.7.975
- 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
- London Sumatra (LSIP) (BUY): (Trading target Rp.1.700)
Entry: (1) Rp.1.575, Entry (2) Rp.1.550, Cut loss point Rp.1.525
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)
