|20 March 2018
Top pick for the day: Indonesia Strategy
Dana Asing telah keluar sebanyak US$1.3 milliar di pasar saham YTD, sementara IHSG kehilangan nilai US$ 7..7 miliar YTD. Dana asing juga turut keluar pada pasar obligasi YTD sebesar US$ 120 juta. Adanya kejutan yang positif dari konsumsi domestik, dengan menguatnya SSSG 5-12% dari retail, membaiknya penjualan marketing property dan meningkatnya penjualan otomotif Economist kami juga melihat bahwa inflasi akan melunak di tahun 2018 dari 3.7% menjadi 3.4%, yang disebabkan karena tidak berubahnya tariff listrik dan subsidi BBM . Market telah koreksi sebesar -1.0% YTD dan support DMA 200 berada di level 6,086.
|PT Indah Kiat Pulp & Paper (INKP; Rp 10900) – Buy
· PT Astra International (ASII; Rp 7275) – Buy
|# Full-report incl. disclosures: [ PDF ]|
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