Dew Morning 23 - Minna Padi Investama
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JULY
23
Morning
Dew
www.minnapadi.comMARKET
RECAP
COMPOSITE INDEX
(IHSG)
Last
6,101.7
Change
-0.58%
Volume Value Frequency
(million shares) (billion IDR) (times)
15,823 12,194 1,303,493
www.minnapadi.comMARKET
RECAP
SECTORAL INDEXES
3.0%
2.4%
2.5%
2.0%
1.5% 1.3%
1.0%
0.6%
0.5% 0.2%
0.0%
-0.5%
-0.3%
-0.5% -0.5%
-1.0% -0.7% -0.9%
-1.0%
-1.5%
-2.0%
-1.8%
-2.5%
www.minnapadi.comMARKET
RECAP
TOP GAINERS
34.7%
25.0% 25.0% 24.9% 24.8%
GLOB MASA UANG BSIM ZYRX
TOP LOSERS
PLAN CASH SDRA JECC ARTA
-6.9% -6.8%
-6.9%
-7.0%
-7.4%
www.minnapadi.comMARKET
TOP MARKET CAP TOP TRADING VOLUME
RECAP
(In trillion IDR) (In million shares)
800 14 13
737
700 12
600
10 9 9
473 9
500 8
8
400
314 6
276
300
224
4
200
100 2
0 0
BBCA BBRI TLKM BMRI ARTO FREN BGTG BABP PNBS ZINC
TOP TRADING VALUE TOP TRADING FREQUENCY
(In billion IDR) (In times traded)
600 120,000
106,295
485
500 100,000
403
400 360 80,000
344 338
300 60,000
40,466
200 40,000 33,066 30,348
25,852
100 20,000
0 0
BBCA ARTO UNVR ANTM BBRI BABP BGTG PNBS UNVR YELO
www.minnapadi.comNEWS
BNLI. ID
HIGHLIGHTS
BNLI TO CONDUCT RIGHT ISSUE OF Rp10.96 T
PT Bank Permata Tbk (BNLI) will carry out additional capital through a pre-emptive rights scheme (HMETD)
through a Limited Public Offering (PUT) IX by offering a maximum of 8,138,620,315 new shares with a nominal
value of Rp125 per share, or equivalent to 22.49% of the company's issued and fully paid capital after the PUT
IX. In detail, every 400,000 old shares have 116,089 Preemptive Rights, of which one Preemptive Right gives
the holder the right to purchase one new share at an exercise price of Rp1,347 per share. Thus from the right
issue, BNLI will receive Rp10.96 T. The proceeds will be used to strengthen the company's capital structure
and will entirely be used to finance the increase in credit and other productive assets in the context of
business development.
HEXA. ID
HEXA REVISED UP ITS HEAVY EQUIPMENT SALES TARGET
PT Hexindo Adiperkasa (HEXA) predicts that commodity prices that tend to be stable, the agriculture and
forestry sectors are predicted to still dominate Hitachi's heavy equipment sales this year. So as the result,
HEXA revised up its heavy equipment sales target in 2021 from 1,500 units to 1,600 units, or up by +5%
compared to 2020 heavy equipment sales realizations of 1,600 units. As additional information, in 1Q2021
HEXA recorded its heavy equipment sales reached 427 units. Total sales include 363 excavators, 53 mini
excavators, 8 wheel loaders, and 3 articulated dump trucks. By percentage, the forestry sector with sales of
90 units (25%), mining 88 units (24%), and construction 48 units (13%). At the same time, HEXA allocated a
Capex of US$10 M, most of the Capex aims to develop company infrastructure, provide operational vehicles,
and develop the internet of things (IoT).
MYOR . ID
MYOR TO ADD NEW EXPORT MARKETS
PT Mayora Indah Tbk. (MYOR ) will expand its export share by venturing into new export markets, thereby
strengthening its position in the existing export market. MYOR plans to add new export destinations this year
to Ivory Coast, Switzerland, and Belgium. Meanwhile, for existing export countries, additional product
variations will be offered as well as increasing market share. At the same time, MYOR in 2021 is aiming sales
to Rp26.98 T, or up by 10.3% from last year's realization of Rp24.47 T.
www.minnapadi.comTECHNICAL
OUTLOOK
JCI TEND TO CONTINUE ITS WEAKENING
JCI closed lower by -0.58% to 6,101.7 with the key Resistance hanging still at 6,230/387 along with the
Support lay still at 5,947/884. EMA 5&20 avoiding the dead cross pattern and still in the golden cross
pattern along with the PSAR green dot still appeared. MACD is still in the positive area but tends to
move in sideways movement along with the Candlestick already breached the upper BB line. RSI curled
lower along with the Stochastic signaling negative.
www.minnapadi.comSTOCK
PICKS
BBCA JPFA
ENTRY RESISTANCE ENTRY RESISTANCE
30,200 31,950 1,710 1,870
TARGET SUPPORT TARGET SUPPORT
31,500 29,900 1,980 1,535
STOP GAIN/LOSS STOP GAIN/LOSS
29,500 -25 / -0.08% 1,450 -25 / -1.46%
LAST STATUS LAST STATUS
30,175 BUY / OPEN 1,685 BUY / OPEN
www.minnapadi.comDISCLAIMER This report is prepared by PT Minna Padi Investama Sekuritas, Tbk. for information purposes only. It is not to be used or considered as an offer or the solicitation of an offer to sell or to buy or to subscribe for securities or other financial instruments. The report has been prepared without regard to individual financial circumstances, needs or objectives of the person who receive it. The securities discussed in this report may not be suitable for all investors. The appropriateness of any particular investment or strategy whether opined on or referred to in this report or otherwise will depend on the investor’s individual circumstances and objectives and should be independently evaluated and confirmed by such investor and if appropriate, with his/her professional advisers independently before adaptation or implementation (either as is or varied). RESEARCH TEAM Andre Setiawan Bayu Santoso Geri Eka Putra Andre.setiawan@minnapadi.com bayusantosa@minnapadi.com gery@minnapadi.com PT MINNA PADI INVESTAMA SEKURITAS, Tbk. Head Office Investment Gallery Equity Tower 11th Floor Sudirman Central Business District Lot 9 SOLO Jl. Jend. Sudirman Kav. 52-53 Jl. Monginsidi No. 27A/B Jakarta Selatan, Indonesia Solo, 57129 Tel: +62 21 525 5555 Tel: +62 271 667 679 Fax: +62 21 527 1527 Fax: +62 271 635 470 www.minnapadi.com
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