PT Panin Asset Management
DAILY UPDATE January 16, 2018 MACROECONOMIC NEWS Equity Markets US Economy - The consumer-price index rose just 0.1% from
Closing % Change November (Bloomberg consensus 0.1%), but core prices jumped
Dow Jones 25803
0.9 0.3% (Bloomberg consensus 0.2%), the most in 11 months. NASDAQ 7261
0.7 Supporting the rise in underlying inflation pressures last month, S&P 500 2786
rents increased 0.4%. Owners' equivalent rent of primary
MSCI excl. Jap 744
residence climbed 0.3% after gaining 0.2% in November. The cost Nikkei 23781
of medical care increased 0.3%, with prices for prescription Shanghai Comp 3410 -0.0 medication surging 1.0% after rising 0.6% in November. The cost Hang Seng 31479
0.4 STI 3531 -0.1 of both hospital and doctor visits increased 0.3%. JCI 6382
0.2 Euro-zone Economy -
Europea U io ’s statisti s age
Indo ETF (IDX)
released the eurozo e’s gross do esti produ t data pri t hi h Indo ETF (EIDO)
came in 0.7% higher than in the three months through June. The stronger performance means Eurozone economic growth in 2017 Currency is more likely to reach the 2.4% forecast by the European Central
Closing Last Trade Ba k’s e o o ist.
US$ - IDR 13332 13337 US$ - Yen 110.54 110.84
Euro - US$ 1.2264 1.2259 US$ - SG$ 1.3212 1.3226
- – PT Wijaya Karya targets to raise USD 400 million through
the issuance of Rupiah-denominated global bonds, Komodo Commodities
Bonds, with roadshow in Asia, London, and the US starting Last Price Chg %Chg th
January 16 2017. Rated Ba2 by Moody ’s, WIKA plans to use the
proceeds from the bonds issuance for prefunding and capex
0.09 purposes. Coal Newcastle 106.4
0.52 Nickel 12860 135
- – PT Tiga Pilar Sejahtera Food was downgraded by Pefindo
0.1 from idBBB to idBB+ with credit watch and negative implication. Gold 1339.4
0.09 CPO Rott 685
- – PT Mitra Keluarga Karyasehat will buy back up to 5% of
CPO Malay 2493.5 -30.5 -1.21
its issued capital or 727.54 million shares. At closing price of IDR 1800/shares as of January 15th 2017, MIKA will potentially raise Indo Gov. Bond Yields IDR 1.3 trillion.
Last Yield Chg %Chg
1 year 5.01 -0.00 -0.02
- – PT Minna Padi Investama Sekuritas will issue 11.3 billion
3 year 5.61 -0.00 -0.04
new shares through rights issue. At closing price of IDR
5 year 5.74 -0.01 -0.10
750/shares as of January 15th 2017, PADI will potentially raise
0.00 IDR 8.47 trillion. 15 year 6.77 -0.00 -0.02
- – PT Bank Negara Indonesia targets SME loan to grow 20% 30 year
7.11 -0.00 -0.01 to IDR 12 trillion in North Sumatera and Aceh this year.
PT. Panin Asset Management CFIN
- – PT Cilipan Finance Indonesia booked funding growth of JSX Building Tower I, 3 rd Floor 145% throughout 2017. Credit distributed reached IDR 8.37 Jl. Jend. Sudirman Kav. 52-53 , Jakarta 12190
T : (021) 515-0595 , F : (021) 515-0601
- – o t’d
- – PT Bank Pembangunan Daerah Jawa Timur booked net profit of IDR 1.15 trillion as of December 2017, up 12.76% yoy through efficiency.
MCAS – PT M Cash Integrasi acquired 99% shares of PT Buana Agya Cipta, a company that owns the brand Elebox. WSKT – PT Waskita Karya obtained IDR 1 trillion syndicate loan from 4 banks: SMI, Bank of Tokyo, BMRI and BNGA.
The proceeds will be used to fund the construction of Salatiga-Kartasura toll road.
– PT Totalindo Eka Persada signed a IDR 600 billion contract to construct flats with 0 down payment.RBMS
- – PT Ristia Bintang Mahkotasejati plans to conduct right issue of 653.44 million new shares. The proceed is targeted to reach IDR 326 billion.
– PT Li k Net se ured shareholders’ appro al to u a k . % shares outsta di g at the a pri e of IDR ,per share in the next 18 months
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