PT Panin Asset Management

 0  0  3  2018-01-18 16:20:02 Report infringing document

  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

  Oil Brent



  0.09 purposes. Coal Newcastle 106.4


  0.52 Nickel 12860 135

  1.1 AISA

  • – PT Tiga Pilar Sejahtera Food was downgraded by Pefindo

  Tin 20300


  0.1 from idBBB to idBB+ with credit watch and negative implication. Gold 1339.4


  0.09 CPO Rott 685


  1.48 MIKA

  • – 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

  10 year



  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.


  • – 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


  The analyst(s) whose work appears in this report certifies that his or her remuneration is not correlated to his or her judgment(s) on the performance of the company(ies). The information and/or opinions contained in this report has been assembled by Panin Asset Management from sources which we deem to be reliable and in good faith, but no representation or warranty, express or implied, is made as to their accuracy, completeness or correctness. This report may not be reproduced, distributed or published by any recipient for any purpose. Any recommendations contained herein are based on a consideration of the securities alone, and as such are conditional and must not be relied upon as a solitary basis for investment decisions. Under no circumstances is this report to be used or considered as an offer to sell, or a solicitation of an offer buy. All opi io s a d esti ates herei refle t the author’s judg e t o the date of this report a d are su je t to ha ge ithout notice. Panin Asset Management, its related companies, their officers, employees, representatives and agents expressly advice that they shall not be liable in any way whatsoever for any loss or damage, whether direct, indirect, consequential or othe wise howsoever arising (whether in negligence or otherwise) out of or in connection with the contents of and/or any omi sions from this communication. Any investments referred to herein may involve significant risk, are not necessarily available in all jurisdictions, may be illiquid and may not be suitable for all investors. Investors should make their own independent assessment and seek professional financial advice before they make their investment decisions. Due to its nature as an asset management firm, it is very much possible that Panin Asset Management and/or persons connected with it may, to the extent permitted by law, have long or short positions or may otherwise be interested in any transactions or investments (including derivatives) referred to in this publication. In addition, Panin Asset Management and/or its parent, Panin Sekuritas, and/or its affiliated companies may provide services for or solicit business from any company referred to in this publication. The analyst(s) named in this report certifies that all of the views expressed by the analyst(s) in this report reflect the personal views of the analyst(s) with regard to any and all of the content of this report relating to the subject securities and issuers covered by the analyst(s) and no part of the compensation of the analyst(s) was, is, or will be, directly or indirectly, related to the specific recommendation or views expressed by the analyst(s) in this report.


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