google-site-verification=zsLknblUv9MPpbGfVx9l3sfhCtAjcEQGFzXwTpBAmUo Saham Pilihan Pemilu 2019 Langsung ke konten utama

Saham Pilihan Pemilu 2019

Indonesia Election 2019: Reform Theme Under Jokowi Vs Prabowo

(Henry Wibowo, Ghibran Al Imran – RHB Sekuritas)

Race to the throne. Approximately 192m eligible Indonesians – the third-largest democracy in the world – will cast their votes on 17 Apr 2019 to decide the Republic’s next president for 2019-2024. It will be a reprise of the 2014 election between incumbent President Joko Widodo (Jokowi) and retired army general Prabowo Subianto. In this thematic report, we highlight key reform agendas of both candidates, along with a basket of stocks that we believe will outperform market.

Candidates #01: Jokowi and Ma’ruf Amin. Nicknamed the “Father of Indonesia Infrastructure” by supporters, we believe Jokowi will continue to roll out his infrastructure masterplan (eg toll roads, ports, MRT, LRT, power plants, and broadband connectivity) if elected for a second term. Since the law prohibits a third term for an Indonesian president, we expect Jokowi to also implement less populist but much needed reforms – eg on the labour law (high severance pay) to attract more FDI – especially in the manufacturing sector (Industrial Revolution 4.0) to boost value-added exports and reduce dependency on raw materials. If re-elected, Jokowi also promised to spend more resources on enhancing the quality of Indonesia’s human capital by improving education standards. 

Stock basket. We believe 10 stocks could outperform the market if Jokowi and Amin are elected. They are from the construction (WSKT, WIKA, ADHI, and PTPP), toll road (JSMR), cement (SMGR), and industrial estate (BEST and SSIA) sectors, as well as selected banks: those with high infrastructure lending exposure (BBNI) and shariah-based (BRIS) (Amin factor). We expect post-election market euphoria, with the JCI rallying to +2SD above its mean. 

Candidates #02: Prabowo and Sandiaga Uno. We expect to see a more “Indonesia First” approach and nationalistic measures if Prabowo wins. Reducing dependency on imports, especially food and energy, is among key campaign promises. Prabowo also plans to reduce both corporate and personal tax rates, making it more competitive vs neighbouring countries like Singapore. Existing BPJS healthcare deficit and low national defence budgets are among issues that Prabowo plans to turn round, if elected. 

Stock basket. The 10 stocks we believe could outperform the market if Prabowo and Sandiaga are elected will be Saratoga-affiliated companies (SRTG, ADRO, TBIG, and MPMX), defensive USD-earners with high dividends (ITMG and UNTR), defensive domestic-driven banks/consumer names (BBCA, HMSP, and UNVR), and ISAT (to buy back from Qatar’s Ooredoo – based on a campaign promise). We expect the market to adopt a wait-and-see approach, given the 6-month transition period between election (Apr 2019) and inauguration (Oct 2019).


Reference: RHB

Komentar

Saham Online di Facebook

Postingan populer dari blog ini

Cara Membaca Grafik Saham di Bursa Efek

grafik candlestick saham Pergerakan harga instrumen finansial baik saham maupun forex biasanya digambarkan dalam bentuk grafik. Grafik ini memudahkan trader untuk mengetahui pola-pola pergerakan harga yang terjadi sebelumnya. Ada beberapa jenis grafik yang biasa dipakai di pasar finansial yaitu: Line Chart/Grafik Garis Bar Chart/Grafik Batang Candlestick Chart/Grafik Lilin Grafik  Line Chart  hanya memuat data harga dipenutupan perdagangan yang digambarkan dalam bentuk garis saja. Sementara  Bar Chart  dan  Candlestick Chart  hampir sama dikarenakan memuat data harga pembukaan, harga penutupan, harga tertinggi dan terendah. Hanya saja grafik candlestick lebih mudah dibaca dibandingkan grafik bar. Di samping itu keunggulan lain dari candlestick chart adalah mampu menampilkan psikologi pasar dengan tampilan yang lebih mudah dibaca. Berikut tampilan masing-masing chart menggunakan contoh Indeks S&P500: Line Chart Bar Chart Can...

Saham SMBR | Jadwal Pembagian Dividen Saham SMBR PT Semen Baturaja (Persero) Tbk 2020

Kuhuni.com – Dividen tunai Semen Baturaja (Persero) Tbk (SMBR) tahun 2020 sebesar Rp 0,62 per saham. Jadwal pembagian dividen tunai SMBR kepada pemegang saham dibayarkan pada tanggal 4 September 2020. Dividen tahun 2020 ini turun 67,53% dibanding jumlah dividen tahun 2019 (Rp 1,91 per saham). Saham SMBR pada perdagangan tanggal 7 Agustus 2020 ditutup pada harga Rp 525, sehingga perkiraan dividen yield SMBR sebesar 0,1%. Berikut jadwal pelaksanaan pembagian dividen tunai SMBR: Cum Dividen di Pasar Reguler & Pasar Negosiasi: Tanggal 13 Agustus 2020 Ex Dividen di Pasar Regular & Pasar Negosiasi: Tanggal 14 Agustus 2020 Cum Dividen di Pasar Tunai: Tanggal 18 Agustus 2020 Ex Dividen di Pasar Tunai: Tanggal 19 Agustus 2020 Pencatatan (Recording Date): Tanggal 18 Agustus 2020 Pembayaran Dividen Tunai: 4 September 2020 Keterangan Setiap 1 (Satu) saham akan mendapatkan dividen tunai sebesar Rp 0,6200695.

BELAJAR SAHAM di SAHAM ONLINE

Untuk rekan-rekan yang hendak BELAJAR INVESTASI SAHAM atau TRADING SAHAM, rekan-rekan bisa akses materi pembelajaran terkait dengan mudah dan gratis melalui link di bawah ini WEBSITE SAHAM ONLINE - BELAJAR SAHAM untuk inspirasi dalam investasi saham, rekan-rekan juga bisa baca beberapa artikel melalui link berikut ini WEBSITE SAHAM ONLINE - INSPIRASI SAHAM sedangkan jika rekan-rekan lebih tertarik untuk belajar investasi atau trading saham melalui VIDEO TUTORIAL yang tertata berdasarkan topik sudah terbagi menjadi beberapa playlist, rekan-rekan bisa akses di link berikut ini CHANNEL YOUTUBE SAHAM ONLINE