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  • Watch Indonesian Plantation Stocks as Palm Oil Price Seen Rising
    2019-01-21 01:34:55.554 GMT


    By Harry Suhartono
    ...
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    (Bloomberg) -- Indonesian plantation shares may gain after
    a projection that the price of palm oil may advance by as much
    as $100 a metric ton through June as inventories of the tropical
    oil decline.
    * NOTE: Crude palm oil price depends on the outlook for
    stockpiles, which will shrink until the middle of the year,
    “especially if Indonesia maintains its heightened pace of
    biodiesel use,” LMC International Ltd. Chairman James Fry, a
    closely watched industry analyst, said on Saturday
    * NOTE: Crude palm oil futures traded at the equivalent of ~
    $540 as of Friday close
    * Stocks to watch are:
    ** Astra Agro Lestari, Perusahaan Perkebunan London Sumatra
    Indonesia, Tunas Baru Lampung, Salim Ivomas Pratama, Sampoerna
    Agro, Provident Agro, Sinar Mas Agro Resources and Technology
    * Jakarta Agricultural Index +1.2% since the start of 2019, the
    worst performer among 9 industry groups in Jakarta Composite
    Index
    ** Benchmark gauge +4.1% so far this month
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  • RHB Indonesia Morning Cuppa: 3 Jan 2019
    Top Story:
    ♦Indonesia Banks: 11M18 Results Round-Up: Softer Loan Growth
    Other Story:
    ♦Indonesia Media: Dec-18 TVR: ANTV, Indosiar Gain Momentum
    ...
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    Economic Research:
    ♦Indonesia Economics: Nov 2018 Credit Growth Softens; M2 Lower
    ♦Indonesia Economics: Inflation: Core Rises But Headline Softened
    Economics - Politics:
    ♦Bank Indonesia may ease rules one export, SME to spur growth
    ♦Indonesia to establish agency to manage disaster funds this year
    Industry:
    ♦Indonesia to review single-presence policy in banking industry on M&A deal
    ♦Indonesia must continue talks with India to get equal import duty for palm oil products as Malaysia
    ♦Indonesia sees total investment in energy rise to USD32bn in 2018
    Corporate:
    ♦BTN (BBTN IJ) targets two acquisitions this year
    ♦Arwana Citramulia (ARNA IJ) aims for 10% sales growth in 2019
    ♦Medco Energy (MEDC IJ)’s potential deal with Ophir seen as diversification play
    ♦Jasa Marga (JSMR IJ) joins tender for two toll roads
    ♦Indika Energy (INDY IJ) obtained a loan of IDR1trn
    ♦Bekasi Fajar Industrial Estate (BEST IJ) booked IDR1.04trn of marketing sales during 2018
    ♦Airport operator AP II served 115m passengers in 2018
    ♦Traveloka to diversify products in 2019

    To see the full report, kindly click the link: https://bit.ly/2CKprA7

    Disclaimer: This message is for information purposes only. Reproduction or dissemination to third party is prohibited. No representation or warranty (express or implied) is given as to the accuracy or completeness of the information nor shall it be construed as an offer/solicitation or recommendation to buy/sell any stocks . Investors should make their own informed decisions by consulting your own independent adviser(s) before investing. We accept no responsibility or liability for loss or damage that may arise from the reliance of this message. For the full information regarding the stocks mentioned herein please refer to the relevant websites.
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  • LOTS Trading Club | lots.co.id
    Lotus Sekuritas | YJ
    Global Market Statistics 28 Dec 2018

    JCI Net Buy (Sell) by foreigners:
    ...
    See More
    Yesterday...................247bn
    Last month...............(1.02tn)
    This month...............(6.01tn)
    Last year............... (40.38tn)
    This year................(47.26tn)
    Since 2014:
    Accumulated.........(50.88tn)
    Nadir......................(59.37tn)
    Peak........................65.21tn

    DJIA..........23138 +260. +1.14%
    S&P 500......2488 +21.1 +0.86%
    Nasdaq.......6579 +25.1 +0.38%
    FTSE............6584 -101. -1.52%
    DAX...........10381 -252. -2.37%
    CAC.............4598 -27.7 -0.60%
    Nikkei........20077 +750. +3.88%
    HSI............25478 -172. -0.67%

    US10Yr.........2.77 -0.04 -1.47%
    Euro..........1.1431 +0.00 +0.68%
    IDR NDF......14561 -16.0 -0.11%
    EIDO............24.68 -0.01 -0.04%
    TLK.............25.96 +0.07 +0.27%

    Crudeoil......45.39 -0.83 -1.80%
    CPO.............2104 +10.0 +0.48%
    Gold.............1276 +9.71 +0.77%
    Nickel........10717 -195. -1.79%
    Tin............19.425 -22.5 -0.12%
    Coal..........101.55 +0.55 +0.54%
    Coal Jan 19..................102.55

    :::» High-Low Nickel Price «::
    - 2011: H 29300, L 16750
    - 2012: H 21800, L 15250
    - 2013: H 18725, L 13285
    - 2014: H 21150, L 13413
    - 2015: H 15550, L   8550
    - 2016: H 11730, L   7595
    - 2017: H 13032, L   8682
    - 2018: H 15865, L 10702!!!

    :::» High-Low Tin Price «:::
    - 2011: H 33300, L 18525
    - 2012: H 25500, L 17345
    - 2013: H 25025, L 18850
    - 2014: H 23700, L 18395
    - 2015: H 19900, L 13365
    - 2016: H 21940, L 13300
    - 2017: H 21167, L 18640
    - 2018: H 21997, L 18175

    :::» High-Low Crude Oil «:::
    - 2011: H 113.93, L 75.67
    - 2012: H 109.77, L 77.69
    - 2013: H 110.53, L 86.68
    - 2014: H 107.26, L 53.27
    - 2015: H   61.43, L 33.98
    - 2016: H   55.44, L 26.05
    - 2017: H   60.51, L 42.05
    - 2018: H   76.90, L 42.36

    :::» High-Low Coal Price «:::
    - 2007: H   93.00, L   51.60
    - 2008: H 192.50, L   75.25
    - 2009: H   90.10, L   60.00
    - 2010: H 122.65, L   88.10
    - 2011: H 138.50, L 108.95
    - 2012: H 118.95, L   78.05
    - 2013: H   94.05, L   76.10
    - 2014: H   84.25, L   61.80
    - 2015: H   71.10, L   49.60
    - 2016: H 115.00, L   48.80
    - 2017: H 101.20, L   73.25
    - 2018: H 119.90, L 91.70

    :::» High-Low Gold Price«:::
    - 2011: H 1900, L 1314
    - 2012: H 1790, L 1539
    - 2013: H 1693, L 1189
    - 2014: H 1383, L 1140
    - 2015: H 1302, L 1046
    - 2016: H 1375, L 1074
    - 2017: H 1350, L 1151
    - 2018: H 1366, L 1172

    :::» High-Low Palm Oil «:::
    - 2011: H 3927, L 2787
    - 2012: H 3568, L 2027
    - 2013: H 2645, L 2167
    - 2014: H 2922, L 1930
    - 2015: H 2451, L 1800
    - 2016: H 3268, L 2188
    - 2017: H 3301, L 2449
    - 2018: H 2627, L 1965

    :::» High-Low USD-IDR «:::
    - 2011: H   9155, L   8465
    - 2012: H   9705, L   8935
    - 2013: H 12261, L   9618
    - 2014: H 12725, L 11289
    - 2015: H 14828, L 12459
    - 2016: H 14001, L 12906
    - 2017: H 13873, L 13156
    - 2018: H 15284, L 13289

    :::» High-Low EIDO «:::
    - 2011: H 34.64, L 23.56
    - 2012: H 31.80, L 25.90
    - 2013: H 36.16, L 21.14
    - 2014: H 29.57, L 21.68
    - 2015: H 28.27, L 16.52
    - 2016: H 27.06, L 19.65
    - 2017: H 28.58, L 23.78
    - 2018: H 30.61, L 20.94

    :::» High-Low IHSG «:::
    - 2011: H 4196, L 3218
    - 2012: H 4418, L 3635
    - 2013: H 5251, L 3838
    - 2014: H 5263, L 4161
    - 2015: H 5524, L 4033
    - 2016: H 5492, L 4409
    - 2017: H 6368, L 5228
    - 2018: H 6693, L 5557

    :::» High-Low Dow Jones «:::
    - 2011: H 12876, L 10404
    - 2012: H 13661, L 12035
    - 2013: H 16588, L 13293
    - 2014: H 18103, L 15340
    - 2015: H 18351, L 15370
    - 2016: H 19987, L 15450
    - 2017: H 24876, L 19732
    - 2018: H 26951, L 21712
    •••••••••
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  • PT Valbury Sekuritas Indonesia
    Market Summary
    06 December 2018

    VIEW MARKET 
    ...
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    Sentimen pasar dari dalam negeri:
    Pemerintah optimistis defisit Anggaran Pendapatan dan Belanja Negara (APBN) tidak lebih dari 2% terhadap Produk Domestik Bruto (PDB) di tahun 2018 atau dibawah dari yang ditargetkan sebear 2,19%. Perkiraan tersebut dengan mempertimbangkan realisasi APBN 2018 per Oktober yang menunjukkan defisit anggaran baru sekitar 1,6% terhadap PDB. Selain itu juga didukung dari penerimaan pajak dan non pajak yang menunjukkan tren positif. Diperkirakan dari penerimaan kedua pos itu dapat membuat penerimaan negara mencapai asumsi APBN 2018. Sementara itu, dari sisi belanja pemerintah pengeluaran lebih efektif dan efisien, sehingga dapat mengurangi beban belanja.

    Pemerintah telah menandatangani peraturan mengenai penghentian pungutan ekspor minyak kelapa sawit (crude palm oil/CPO). Keputusan ini bersifat sementara karena menunggu harga CPO kembali ke batas normal maka kebijakan pungutan akan diberlakukan kembali yakni ketika harga CPO di atas US$ 549 per ton maka BPDP-KS kembali memperlakukan pungutan yaitu CPO sebesar US$ 50 per ton, untuk turunan pertama US$ 30 per ton, dan US$ 20 per ton untuk turunan kedua.

    Sentimen pasar dari luar negeri :
    Kendati AS dan Cina melakukan gencatan tarif selama 90 hari, namun presiden AS Donald Trump kembali memperingatkan akan mengenakan tarif pada mayoritas barang Cina jika kedua pihak tidak dapat menyelesaikan perdebatan. Bahkan Trump mengatakan tim penasihat perdagangannya dan Perwakilan Perdagangan AS Robert Lighthizer akan menentukan apakah kesepakatan nyata dengan Cina itu dimungkinkan. Padahal sebelumnya, Kementerian Perdagangan Cina menyatakan akan mengupayakan tercapainya kesepakatan dengan AS. Namun, dengan sikap Trumo tersebut membuat pelaku pasar kembali berpikir ulang, terhadap AS-Cina apakah benar-benar dapat mencapai kesepakatan dagang..

    Sedangkan dari AS, Penyelidikan Mueller atas kolusi antara Trump dan Rusia pada pemilu AS 2016 terus memunculkan fakta-fakta yang membahayakan orang-orang sekitar Trump dan bahkan berada dalam posisi yang sangat rentan dan tampak semakin terpojok dan berada dalam bahaya yang semakin meningkat.

    Prediksi IHSG :
    Sentimen dari eksternal berupa ketidakpastian pasar atas perang dagang yang kembali mencuat seiring peringatan Trump terhadap Cina mengenai tarif maupun penyelidikan Mueller atas kolusi antara Trump dan Rusia pada pemilu AS 2016 yang kian terpojoknya Trump menjadi hambatan laju pergerakan indeks bursa global. Sementara itu sentimen dari dalam negeri terbilang terbatas. Bauran dari sentimen ini akan menyulitkan bagi IHSG untuk bisa melaju ke zona hijau hari ini.

    Perspektif tenikal
    Support Level :    6088/6042/6019
    Resistance Level :   6156/6179/6224
    Major Trend : Down
    Minor Trend : Up
    Pattern : Down



    TRADING IDEAS :
    These recommendations based on technical and only intended for one day trading

    GGRM: Trading Buy
    • Close 80825, TP 81250
    • Boleh buy di level 80175-80825
    • Resistance di 81250 & support di 80175
    • Waspadai jika tembus di 80175
    • Batasi resiko di 80000

    TLKM: Trading Buy
    • Close 3770, TP 3870
    • Boleh buy di level  3730-3770
    • Resistance di 3870 & support di 3730
    • Waspadai jika tembus di 3730
    • Batasi resiko di 3700

    BMRI : Trading Buy
    • Close 7575, TP 7675
    • Boleh buy di level  7525-7575
    • Resistance di 7675 & support di 7525
    • Waspadai jika tembus di 7525
    • Batasi resiko di 7475

    BBRI:  Trading Buy
    • Close 3650, TP 3750
    • Boleh buy di level  3610-3650
    • Resistance di 3750 & support di 3610
    • Waspadai jika tembus di 3610
    • Batasi resiko di 3580

    APLN:  Trading Buy
    • Close 161, TP 170
    • Boleh buy di level  155-161
    • Resistance di 170 & support di 155
    • Waspadai jika tembus di 155
    • Batasi resiko di 150

    WSKT:  Trading Buy
    • Close 1735, TP 1760
    • Boleh buy di level  1695-1735
    • Resistance di 1760 & support di 1695
    • Waspadai jika tembus di 1695
    • Batasi resiko di 1680

    Ket.  TP : Target Price


    WATCHING ON SCREEN;
    MAIN, ACST, PGAS, ANTM, KLBF. 

    (Disclaimer ON)
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  • [08:50, 11/28/2018] +62 815-7319-0777: FR CGS-CIMB (YU) : Surya Pertiwi | PDF
    Igniting the growth engine
    SPTO IJ / SPTO JK | ADD - Initiation | Rp950.00 tp:Rp1,400.00
    Mkt.Cap:US$177.20m | Avg.Daily Vol:US$0.22m | Free Float:40.00%
    Building Materials
    ...
    See More
    Author(s): Kevie ADITYA +62 (21) 3006 1738,

    --------------------------------------------------------------------------------

    ■ SPTO is the sole distributor of TOTO sanitary products. Its 51%-owned East Java subsidiary plans to boost its capacity by c.500k pieces (pcs) p.a.
    ■ An opportune time to Add as a bottoming property market will lead a demand recovery while demographics fuel secular growth in the sanitary ware market.
    ■ We believe product repositioning catering to the rising middle class will further ignite demand, underpinning 20% core profit CAGR over 2017-20F.
    [08:50, 11/28/2018] +62 815-7319-0777: FR CGS-CIMB (YU) : Agribusiness | PDF
    Potential impact of revision to export levy
    NEUTRAL - Maintained

    Author(s): Ivy NG, CFA +60 (3) 2261 9073,

    --------------------------------------------------------------------------------


    ■ Indonesia has agreed to adjust the levy on palm oil exports due to low prices.
    ■ This is likely to benefit upstream planters and disadvantage processors.
    ■ It could make Indonesia palm oil more cost competitive vs. Malaysia. Maintain Neutral rating and key top picks.
    [08:50, 11/28/2018] +62 815-7319-0777: FR CGS-CIMB (YU) : Indosat | PDF
    3Q18: Some topline growth, but still a miss
    ISAT IJ / ISAT.JK | ADD - Maintained | Rp2,050.00 tp:Rp3,600.00▼
    Mkt.Cap:US$767.50m | Avg.Daily Vol:US$0.14m | Free Float:20.70%
    Telco - Mobile
    Author(s): Choong Chen FOONG +60 (3) 2261 9081,

    --------------------------------------------------------------------------------

    ■ 3Q18 results missed despite EBITDA recovery and lower core net loss qoq.
    ■ Mobile service revenue growth jumped 12% qoq in 3Q18, surpassing peers.
    ■ Maintain Add with a 27% lower target price of Rp3,600.
    [08:50, 11/28/2018] +62 815-7319-0777: FR CGS-CIMB (YU) : Puradelta Lestari Tbk | PDF
    Ample sales pipeline clearly hasn't been priced in; hefty upside from replacement cost standpoint
    DMAS IJ / DMAS.JK | ADD - Maintained | Rp150.00 tp:Rp240.00▼
    Mkt.Cap:US$497.10m | Avg.Daily Vol:US$0.20m | Free Float:17.70%
    Property Devt & Invt
    Author(s): Timothy HANDERSON +62 (21) 30061724, Jovent GIOVANNY

    --------------------------------------------------------------------------------

    ■ Based on our checks, DMAS currently has c.100ha of industrial land sales in the pipeline to be finalised in 4Q and next year.
    ■ Management seems confident of executing sales, which indicates attractive earnings and thus dividend prospects (c.9% yield in FY18-19).
    ■ We lower our earnings estimates by 27-36%, in-line with the company’s guidance. Maintain Add as it trades c.40% below its replacement costs.
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  • Maybank (ZP)

    Regional Plantations

    A possible game changer
    ...
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    Indonesia’s upstream, Malaysia’s exports to benefit
    While sketchy in details, Indonesia’s proposal to temporarily remove palm oil levy will benefit purer upstream planters there and Malaysia’s exports. Indonesia’s downstream players will be the biggest losers as they now have to compete on a level playing field with Malaysian players in the export market. Pending details, we are generally positive on this change as it may help to reduce Malaysia’s high stockpile. Maintain NEUTRAL on the sector with selected BUYs on FR, BAL, GENP and TAH.

    Indonesia to temporarily remove palm oil levy
    News media reported that the Government of Indonesia will temporarily remove a levy on palm oil after a sharp drop in CPO price which has hurt farmers. Indonesia collects USD50/t levy on CPO export, USD20/t on RBD Palm Oil, and USD30/t for RBD Palm Olein exports to help finance the development of its palm-based biodiesel and replanting programme (of smallholders). The latest policy will take effect as soon as the Finance Ministry issues the regulation (said to be on 2 Dec). We understand from another source that the CPO export levy will be USD25/t when CPO price goes up to between USD500-549/t and reinstated in full (ie USD50/t) when CPO price is above USD549/t (presently at ~USD420/t). As for Indonesia’s B20 blend programme, it will proceed as usual in 2019 as we understand the Crop Estate Fund has collected sufficient funds for now.
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  • Maybank (ZP)

    Regional Plantations

    A possible game changer
    ...
    See More

    Indonesia’s upstream, Malaysia’s exports to benefit
    While sketchy in details, Indonesia’s proposal to temporarily remove palm oil levy will benefit purer upstream planters there and Malaysia’s exports. Indonesia’s downstream players will be the biggest losers as they now have to compete on a level playing field with Malaysian players in the export market. Pending details, we are generally positive on this change as it may help to reduce Malaysia’s high stockpile. Maintain NEUTRAL on the sector with selected BUYs on FR, BAL, GENP and TAH.

    Indonesia to temporarily remove palm oil levy
    News media reported that the Government of Indonesia will temporarily remove a levy on palm oil after a sharp drop in CPO price which has hurt farmers. Indonesia collects USD50/t levy on CPO export, USD20/t on RBD Palm Oil, and USD30/t for RBD Palm Olein exports to help finance the development of its palm-based biodiesel and replanting programme (of smallholders). The latest policy will take effect as soon as the Finance Ministry issues the regulation (said to be on 2 Dec). We understand from another source that the CPO export levy will be USD25/t when CPO price goes up to between USD500-549/t and reinstated in full (ie USD50/t) when CPO price is above USD549/t (presently at ~USD420/t). As for Indonesia’s B20 blend programme, it will proceed as usual in 2019 as we understand the Crop Estate Fund has collected sufficient funds for now.
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  • Maybank KE Research : Regional Plantations - A possible game changer
    * Indonesia to temporarily remove palm oil levy News media reported that the Government of Indonesia will temporarily remove a levy on palm oil after a sharp drop in CPO price which has hurt farmers.
    * Indonesia’s upstream and Malaysia’s exports to benefit. Indonesia’s downstream players will be the biggest losers as they now have to compete on a level playing field with Malaysian players in the export market.
    * Maintain NEUTRAL on the sector with selected BUYs on FR, BAL, GENP and TAH.
    * Link : https://factsetpdf.maybank-ke.com/PDF/119115_SF__933645f004e4456898747149eb1b672d.pdf?
    * Sales view : positive for AALI, LSIP, DSNG
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  • LOTS Trading Club | lots.co.id
    Lotus Sekuritas | YJ
    Global Market Statistics 5 Nov 2018

    JCI Net Buy (Sell) by foreigners:
    ...
    See More
    Yesterday..................1.16tn
    Last month...............(1.02tn)
    This month................2.34tn
    Last year............... (40.38tn)
    This year................(49.08tn)
    Since 2014:
    Accumulated.........(52.69tn)
    Nadir......................(59.37tn)
    Peak........................65.21tn

    DJIA..........25270 -109. -0.43%
    S&P 500......2723 -17.3 -0.63%
    Nasdaq.......7356 -77.0 -1.04%
    FTSE............7094 -20.5 -0.29%
    DAX...........11518 +50.4 +0.44%
    CAC.............5102 +16.3 +0.32%
    Nikkei........22243 +556. +2.56%
    HSI............26486 +1070 +4.21%

    US10Yr.........3.21 +0.08 +2.61%
    Euro..........1.1388 -0.00 -0.18%
    IDR NDF......14955 -172. -1.14%
    EIDO............22.87 +0.04 +0.18%
    TLK.............25.80 -0.15 -0.58%

    Crudeoil......63.14 -0.55 -0.86%
    Gold.............1233 -0.54 -0.04%
    CPO.............2152 +8.00 +0.37%
    Nickel........11937 +95.0 +0.80%
    Tin.............19110 +2.50 +0.01%
    Coal..........103.40 +0.55 +0.53%
    Coal Dec 18..................103.60

    :::» High-Low Nickel Price «::
    - 2011: H 29300, L 16750
    - 2012: H 21800, L 15250
    - 2013: H 18725, L 13285
    - 2014: H 21150, L 13413
    - 2015: H 15550, L   8550
    - 2016: H 11730, L   7595
    - 2017: H 13032, L   8682
    - 2018: H 15865, L 11492

    :::» High-Low Tin Price «:::
    - 2011: H 33300, L 18525
    - 2012: H 25500, L 17345
    - 2013: H 25025, L 18850
    - 2014: H 23700, L 18395
    - 2015: H 19900, L 13365
    - 2016: H 21940, L 13300
    - 2017: H 21167, L 18640
    - 2018: H 21997, L 18300

    :::» High-Low Crude Oil «:::
    - 2011: H 113.93, L 75.67
    - 2012: H 109.77, L 77.69
    - 2013: H 110.53, L 86.68
    - 2014: H 107.26, L 53.27
    - 2015: H   61.43, L 33.98
    - 2016: H   55.44, L 26.05
    - 2017: H   60.51, L 42.05
    - 2018: H   76.90, L 58.07

    :::» High-Low Coal Price «:::
    - 2007: H   93.00, L   51.60
    - 2008: H 192.50, L   75.25
    - 2009: H   90.10, L   60.00
    - 2010: H 122.65, L   88.10
    - 2011: H 138.50, L 108.95
    - 2012: H 118.95, L   78.05
    - 2013: H   94.05, L   76.10
    - 2014: H   84.25, L   61.80
    - 2015: H   71.10, L   49.60
    - 2016: H 115.00, L   48.80
    - 2017: H 101.20, L   73.25
    - 2018: H 119.90, L 91.70

    :::» High-Low Gold Price«:::
    - 2011: H 1900, L 1314
    - 2012: H 1790, L 1539
    - 2013: H 1693, L 1189
    - 2014: H 1383, L 1140
    - 2015: H 1302, L 1046
    - 2016: H 1375, L 1074
    - 2017: H 1350, L 1151
    - 2018: H 1366, L 1172

    :::» High-Low Palm Oil «:::
    - 2011: H 3927, L 2787
    - 2012: H 3568, L 2027
    - 2013: H 2645, L 2167
    - 2014: H 2922, L 1930
    - 2015: H 2451, L 1800
    - 2016: H 3268, L 2188
    - 2017: H 3301, L 2449
    - 2018: H 2627, L 2139

    :::» High-Low USD-IDR «:::
    - 2011: H   9155, L   8465
    - 2012: H   9705, L   8935
    - 2013: H 12261, L   9618
    - 2014: H 12725, L 11289
    - 2015: H 14828, L 12459
    - 2016: H 14001, L 12906
    - 2017: H 13873, L 13156
    - 2018: H 15284, L 13289

    :::» High-Low EIDO «:::
    - 2011: H 34.64, L 23.56
    - 2012: H 31.80, L 25.90
    - 2013: H 36.16, L 21.14
    - 2014: H 29.57, L 21.68
    - 2015: H 28.27, L 16.52
    - 2016: H 27.06, L 19.65
    - 2017: H 28.58, L 23.78
    - 2018: H 30.61, L 20.94

    :::» High-Low IHSG «:::
    - 2011: H 4196, L 3218
    - 2012: H 4418, L 3635
    - 2013: H 5251, L 3838
    - 2014: H 5263, L 4161
    - 2015: H 5524, L 4033
    - 2016: H 5492, L 4409
    - 2017: H 6368, L 5228
    - 2018: H 6693, L 5557

    :::» High-Low Dow Jones «:::
    - 2011: H 12876, L 10404
    - 2012: H 13661, L 12035
    - 2013: H 16588, L 13293
    - 2014: H 18103, L 15340
    - 2015: H 18351, L 15370
    - 2016: H 19987, L 15450
    - 2017: H 24876, L 19732
    - 2018: H 26951, L 23360
    **
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  • Indonesia Palm Oil Association proposes USD20/ton cut in CPO export levy
    • Indonesia Palm Oil Association proposes to temporarily reduce CPO export levy by USD20/ton to USD30/ton (from USD50/ton) until CPO prices reach USD700/ton. This is aimed at boosting prices of FFB.
    • Current structure imposes USD50/ton export levy until CPO prices reach USD750/ton. (Bloomberg)

    Comment: If implemented, this would be positive for CPO price as this is likely to boost Indonesia CPO exports. With the levy reduction ,exporters could save USD20/ton. If exporters passedon cost of levy, buyers could buy Indonesia CPO at USD20/ton lower.On the other hand, lower export levy for CPO would reduce incentive for refined products exports, which is currently levied at USD20-40/ton. (Yudha)
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  • Bisnis.com, JAKARTA – Cadangan minyak kelapa sawit di Malaysia kemungkinan akan stabil pada September karena ekspor dari produsen CPO terbesar kedua di dunia melonjak ke titik tertinggi selama tiga dekade meskipun produksinya merangkak naik.

    Data Malaysian Palm Oil Board menunjukkan cadangan minyak kelapa sawit (crude pam oil/CPO) diperkirakan totalnya mencapai 2,49 juta ton pada September, tidak berubah dari jumlahnya pada Agustus. Ekspornya naik sekitar 50% menjadi 1,65 juta ton, kenaikan bulanan terbesar sejak Maret 1991.

    http://market.bisnis.com/read/20181004/94/845808/cadangan-stabil-eskpor-melambung-kerek-harga-cpo-berjangka
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  • AGENDA 01 OKTOBER 2018


    Agenda Emiten
    • Rups : PEGE
    ...
    See More
    • Ex Dividen Interim : TPIA
    • Cum Pemecahan Nilai Nominal Saham (Stock Split) : KPIG 1 : 5
    • Tanggal Pernyataan Efektif dari OJK atas rencana Penggabungan : PT Bank Tabungan Pensiunan Nasional Tbk dan PT Bank Sumitomo Mitsui Indonesia
    • Daftar Saham Marjin Oktober :
    Masuk : BBKP, FASW, MKNT, WINS
    Keluar : AGII, ASGR, BAPA, BIPI, BVIC, PBRX



    Agenda Ekonomi
    • Indonesia : Siaran Pers Inflasi Oktober 2018‼
    • Indonesia : Tourist Arrivals YoY Aug
    • Euro Area : Markit Manufacturing PMI Final Sep, Eurogroup Meeting, Unemployment Rate Aug
    • Japan : Tankan Large Non-Manufacturing Index Q3, Tankan Large Manufacturers Index Q3, Tankan Large Manufacturing Outlook Q3, Tankan Small Manufacturers Index Q3, Tankan Large All Industry Capex Q3, Tankan Non-Manufacturing Outlook Q3, Nikkei Manufacturing PMI Final Sep
    • United Kingdom : Net Lending to Individuals MoM Aug, BoE Consumer Credit Aug, Mortgage Approvals Aug, Mortgage Lending Aug, Markit/CIPS Manufacturing PMI Sep
    • United States : Fed Bostic Speech, Markit Manufacturing PMI Final Sep, ISM Manufacturing Prices Sep, ISM Manufacturing New Orders Sep, Construction Spending MoM Aug, ISM Manufacturing Employment Sep, ISM Manufacturing PMI Sep, 6-Month Bill Auction, 3-Month Bill Auction, Fed Rosengren Speech




    Regulasi
    • Harga referensi produk Crude Palm Oil (CPO) periode Oktober 2018 adalah USD 602,34/MT vs periode September 2018 USD 603,94/MT (melemah USD 1,60 atau 0,27%)

    • Bea keluar CPO pada Oktober 2018 ditetapkan US$ 0/MT

    • 1 Oktober 2018 : Efektif berlaku pengenaan cukai sebesar 57 persen dari harga jual terhadap cairan rokok elektrik atau vape‼

    • 01 Oktober 2018 : Uji Coba E-Tilang (Rute Jendral Sudirman dan M.H. Thamrin

    • 01 Oktober 2018 : Mulai berlaku Kewajiban pemenuhan Giro Rasio Intermediasi Makroprudensial (RIM) Syariah bagi BUS dan UUS serta kewajiban pemenuhan Penyangga Likuiditas Makroprudensial (PLM) bagi BUS





    Event
    • 22 September 2018-2 Mei 2019 : Laporan dan audit dana kampanye

    • 23 September 2018-13 April 2019 : Kampanye calon angota DPR, DPD, dan DPRD serta pasangan calon presiden dan wakil presiden

    • 01-03 Oktober 2018 : Deutsche Bank Leveraged Finance Conference





    Upcoming
    • 04 Oktober 2018 : Laporan Survei Konsumen September 2018

    • 04 Oktober 2018 - Cum Dividen Interim : UNTR Rp 365, ASII Rp 60, AALI Rp 112‼

    • 05 Oktober 2018 : Rilis Statistik Cadangan Devisa September 2018‼

    • 05 Oktober 2018 : Tanggal RUPSLB BTPN dan SMBCI (PT Bank Tabungan Pensiunan Nasional Tbk dan PT Bank Sumitomo Mitsui Indonesia)

    • 5 - 7 Oktober 2018 : Garuda Indonesia Travel Fair @Jakarta Convention Center

    • 07 Oktober 2018 : Menteri Perdagangan (Mendag) Enggartiasto Lukita menerbitkan Peraturan Menteri Perdagangan (Permendag) No 94 Tahun 2018 tentang Ketentuan penggunaan Letter of Credit (L/C) untuk Ekspor Barang Tertentu. Permendag ini diundangkan pada 7 September 2018 dan akan berlaku pada 7 Oktober 2018 untuk empat komoditas, yakni mineral, batu bara, kelapa sawit, serta minyak dan gas bumi

    • 08 Oktober 2018 - 19 Oktober 2018 : Tanggal periode pernyataan kehendak untuk menjual dari pemegang saham BTPN (Rencana Penggabungan PT Bank Tabungan Pensiunan Nasional Tbk dan PT Bank Sumitomo Mitsui Indonesia)‼

    • 08 Oktober 2018 : Laporan Survei Penjualan Eceran Agustus 2018

    • 08 Oktober 2018 - 07 April 2020 : Periode Buy Back (Pembelian Kembali) LPPF (Harga Max Rp 13.330)‼

    • 08 - 14 Oktober 2018 : 2018 Annual Meetings of the International Monetary Fund (IMF) and World Bank Group @Bali Nusa Dua, Indonesia‼

    • 10 Oktober 2018 : Estimasi Rilis Laporan Keuangan Q3 BBNI

    • 15 Oktober 2018 : Jatuh Tempo ORI012 (Coupon 9% - Outstanding IDR 27.438.755.000.000)‼

    • 15 Oktober 2018 : Perkembangan Ekpor Impor Oktober 2018‼

    • 15 Oktober 2018 : Statistik Utang Luar Negeri Indonesia Agustus 2018‼

    • 16 Oktober 2018 : Laporan Survei Perbankan Triwulan III 2018

    • 16 Oktober 2018 : Jatuh Tempo Obligasi Waskita Karya (Persero) Tbk, PT (WSKT) 350 Billion IDR

    • 18 Oktober 2018 : Layanan Path akan dihentikan

    • 22 - 23 Oktober 2018 : Rapat Dewan Gubernur Oktober 2018

    • 24 Oktober 2018 : Estimasi Rilis Laporan Keuangan Q3 TLKM‼

    • 31 Oktober 2018 - 02 November 2018 : 14th Indonesian Palm Oil Conference and 2019 Price Outlook "Palm Oil Development : Contribution to SDGs", organized by the Indonesian Palm Oil Association (GAPKI) @The Bali International Convention Centre (BICC) The Westin Resort Nusa Dua Bali‼

    • 6 November 2018 : Mariah Carey bakal menggelar konser tunggal di Taman Lumbini, Komplek Taman Wisata Candi Borobudur, Kabupaten Magelang, Jawa Tengah

    • 6-7 November 2018 : 7th Coaltrans Emerging Asian Coal Markets @Sheraton Hanoi Hotel Vietnam‼

    • 08 November 2018 : Konser grup band Guns N Roses bertajuk Not In This Lifetime akan digelar di Stadion Gelora Bung Karno Jakarta

    • 13 November 2018 : MSCI November 2018 Semi-Annual Index Review (Announcement date: November 13, 2018, Effective date: December 3, 2018)‼

    • 13 - 15 November 2018 : dbAccess Indonesia Conference 2018 @Mandarin Oriental, Jakarta

    • 16 November 2018 : FTSE Global Equity Index Series Inclusion and Exclusion levels - Quarterly (Announcement Date/after market close : Friday 16 November, Effective Date/ as of open : Monday 24 December)‼

    • 21 November 3018 : Jatuh Tempo SNI18 (Coupon 4% - USD 1,000,000,000)‼

    • 26 November 2018 : Penerapan Penyelesaian Bursa T+2 (T+2)‼

    • 03 Desember 2018 : 175th (Ordinary) OPEC Meeting @Vienna, Austria‼

    • 3 - 14 Desember 2018 : Conferences of the Parties atau COP - Konvensi Kerangka Kerja PBB (UNFCC) @Polandia - Kebijakan mandatori penggunaan biodiesel B20 akan digunakan sebagai bahan paparan perwakilan Indonesia

    • 07 December 2018 : FTSE Shariah Global Equity Index Series - Quarterly (Announcement Date/after market close : Friday 07 December, Effective Date/as of open : Monday 24 December)

    • 11 Desember 2018 : FTSE4Good Index Series - Semi-Annual (Announcement Date/after market close : Tuesday 11 December, Effective Date/as of open : Monday 24 December)‼

    • 27 Desember 2018 : Tanggal Pembayaran atas pembelian saham milik pemegang saham BTPN yang menjual sahamnya (Penggabungan PT Bank Tabungan Pensiunan Nasional Tbk dan PT Bank Sumitomo Mitsui Indonesia)

    • 28 Desember 2018 : Tanggal perdagangan terakhir saham BTPN sebelum penggabungan (PT Bank Tabungan Pensiunan Nasional Tbk dan PT Bank Sumitomo Mitsui Indonesia)


    • PGN resmi mengambil alih 51 persen saham Pertagas dengan nilai akuisisi sebesar USD 1,2 miliar atau setara Rp 16,6 triliun. Pembayaran akan dilakukan melalui dua tahap‼
    Tahap Pertama : 50 persen cash dari kas perseroan yang akan dibayarkan pada 29 September 2018
    Tahap Kedua : Sisa pembayarannya akan dibayar pada semester I 2019


    • 01 Januari 2019 : Tanggal efektif penggabungan (PT Bank Tabungan Pensiunan Nasional Tbk dan PT Bank Sumitomo Mitsui Indonesia)

    • 01 Januari 2019 : Tarif untuk produk impor asal China senilai US$200 miliar akan mulai berlaku per 24 September 2018. AS akan mengenakan tarif 10% hingga akhir tahun, dan pada 1 Januari 2019 tarif akan naik menjadi 25%‼

    • 02 Januari 2018 : Tanggal Efektif Perdagangan saham Bank Yang Menerima Penggabungan di BEI (PT Bank Tabungan Pensiunan Nasional Tbk dan PT Bank Sumitomo Mitsui Indonesia)

    • 15 - 16 Januari 2019 : Nomura Indonesia All Access 2019 @Jakarta

    • 01 Februari 2019 : Pemerintah memutuskan untuk menunda pemberlakuan kewajiban penggunaan asuransi nasional dalam kegiatan ekspor batu bara dan minyak kelapa sawit mentah hingga 1 Februari 2019.

    • 8-17 April 2019 : Pemungutan dan pengitungan suara

    • 14 - 16 April 2019 masa tenang

    • 17 April 2019 : Hasil Pemungutan Suara

    • 18 April 2019-22 Mei 2019 : Rekapitulasi penghitungan suara

    • 23 Mei 2019-15 Juni 2019 : Penyelesaian sengketa hasil pemilu presiden dan wakil presiden

    • 2-4 September 2019 : Penetapan hasil Pemilu‼

    • 20 Oktober 2019 : Sumpah janji pelantikan presiden dan wakil presiden ‼

    • 01 Januari 2020 : Efektif berlaku kebijakan mandatori minyak goreng dalam kemasan

    • 08 Agustus 2021 : Pertamina akan menjadi operator di Blok Rokan dari 2021 sampai 2041‼


    ***********************


    (LS/OCBC - Source : Idx, Bank Indonesia, Trading Economic, Bloomberg, RTI, Depositary Receipts Calendar, Bisnis Indonesia, Kontan, FTSE, MSCI, KPU - Disclaimer On)
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  • LOTS Trading Club | lots.co.id
    Lotus Sekuritas | YJ
    Global Market Statistics 21 Sep 2018

    JCI Net Buy (Sell) by foreigners:
    ...
    See More
    Yesterday...................397bn
    Last month...............(1.48tn)
    This month...............(3.54tn)
    Last year............... (40.38tn)
    This year................(53.17tn)
    Since 2014:
    Accumulated.........(56.79tn)
    Nadir......................(57.45tn)
    Peak........................65.21tn

    DJIA..........26656 +251. +0.95%
    S&P 500......2930 +22.8 +0.78%
    Nasdaq.......8028 +78.2 +0.98%
    FTSE............7367 +36.2 +0.49%
    DAX...........12326 +107. +0.88%
    CAC.............5451 +57.8 +1.07%
    Nikkei........23674 +2.41 +0.01%
    HSI............27477 +70.3 +0.26%

    US10Yr.........3.06 +0.00 +0.00%
    Euro..........1.1778 +0.01 +0.92%
    IDR Jisdor...14839 -57.0 -0.38%
    EIDO...........23.30 +0.52 +2.28%
    TLK.............24.63 +0.55 +2.28%

    Crudeoil......70.80 -0.57 -0.79%
    Gold.............1207 +4.00 +0.33%
    CPO.............2146 -11.0 -0.51%
    Nickel........12660 +167. +1.34%
    Tin.............18975 +87.5 +0.46%
    Coal..........113.15 -1.45 -1.26%
    Coal Oct 18..................111.70

    :::» High-Low Nickel Price «::
    - 2011: H 29300, L 16750
    - 2012: H 21800, L 15250
    - 2013: H 18725, L 13285
    - 2014: H 21150, L 13413
    - 2015: H 15550, L   8550
    - 2016: H 11730, L   7595
    - 2017: H 13032, L   8682
    - 2018: H 15865, L 12192

    :::» High-Low Tin Price «:::
    - 2011: H 33300, L 18525
    - 2012: H 25500, L 17345
    - 2013: H 25025, L 18850
    - 2014: H 23700, L 18395
    - 2015: H 19900, L 13365
    - 2016: H 21940, L 13300
    - 2017: H 21167, L 18640
    - 2018: H 21997, L 18300

    :::» High-Low Crude Oil «:::
    - 2011: H 113.93, L 75.67
    - 2012: H 109.77, L 77.69
    - 2013: H 110.53, L 86.68
    - 2014: H 107.26, L 53.27
    - 2015: H   61.43, L 33.98
    - 2016: H   55.44, L 26.05
    - 2017: H   60.51, L 42.05
    - 2018: H   75.27, L 58.07

    :::» High-Low Coal Price «:::
    - 2007: H   93.00, L   51.60
    - 2008: H 192.50, L   75.25
    - 2009: H   90.10, L   60.00
    - 2010: H 122.65, L   88.10
    - 2011: H 138.50, L 108.95
    - 2012: H 118.95, L   78.05
    - 2013: H   94.05, L   76.10
    - 2014: H   84.25, L   61.80
    - 2015: H   71.10, L   49.60
    - 2016: H 115.00, L   48.80
    - 2017: H 101.20, L   73.25
    - 2018: H 119.90, L 91.70

    :::» High-Low Gold Price«:::
    - 2011: H 1900, L 1314
    - 2012: H 1790, L 1539
    - 2013: H 1693, L 1189
    - 2014: H 1383, L 1140
    - 2015: H 1302, L 1046
    - 2016: H 1375, L 1074
    - 2017: H 1350, L 1151
    - 2018: H 1366, L 1172

    :::» High-Low Palm Oil «:::
    - 2011: H 3927, L 2787
    - 2012: H 3568, L 2027
    - 2013: H 2645, L 2167
    - 2014: H 2922, L 1930
    - 2015: H 2451, L 1800
    - 2016: H 3268, L 2188
    - 2017: H 3301, L 2449
    - 2018: H 2627, L 2145

    :::» High-Low USD-IDR «:::
    - 2011: H   9155, L   8465
    - 2012: H   9705, L   8935
    - 2013: H 12261, L   9618
    - 2014: H 12725, L 11289
    - 2015: H 14828, L 12459
    - 2016: H 14001, L 12906
    - 2017: H 13873, L 13156
    - 2018: H 14940, L 13289

    :::» High-Low EIDO «:::
    - 2011: H 34.64, L 23.56
    - 2012: H 31.80, L 25.90
    - 2013: H 36.16, L 21.14
    - 2014: H 29.57, L 21.68
    - 2015: H 28.27, L 16.52
    - 2016: H 27.06, L 19.65
    - 2017: H 28.58, L 23.78
    - 2018: H 30.61, L 21.27

    :::» High-Low IHSG «:::
    - 2011: H 4196, L 3218
    - 2012: H 4418, L 3635
    - 2013: H 5251, L 3838
    - 2014: H 5263, L 4161
    - 2015: H 5524, L 4033
    - 2016: H 5492, L 4409
    - 2017: H 6368, L 5228
    - 2018: H 6693, L 5557

    :::» High-Low Dow Jones «:::
    - 2011: H 12876, L 10404
    - 2012: H 13661, L 12035
    - 2013: H 16588, L 13293
    - 2014: H 18103, L 15340
    - 2015: H 18351, L 15370
    - 2016: H 19987, L 15450
    - 2017: H 24876, L 19732
    - 2018: H 26616, L 23360
    **
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  • Bisnis.com, JAKARTA – Perdagangan minyak kelapa sawit di bursa Malaysia mengalami lonjakan terbesar untuk kontrak teraktifnya sejak 26 Juli lalu.

    Harga minyak kelapa sawit (crude palm oil/CPO) melonjak 34 poin 1,55% menjadi 2.233 ringgit per ton, dan mencatatkan penurunan 10,35% secara year-to-date (ytd). Kenaikan tersebut menjadi lonjakan terbesar sejak akhir Juli lalu.

    http://market.bisnis.com/read/20180828/94/832615/bursa-malaysia-catat-kenaikan-harga-cpo-tertinggi-sejak-juli-2018
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  • INDONESIA DAYBOOK: Inflation Briefing, Land Reform, Alam Sutera
    By Rieka Rahadiana and Sebastian Tong
    (Bloomberg) --
    Coordinating Minister for Economic Affairs Darmin Nasution and Bank Indonesia Governor Perry Warjiyo to hold press briefing on inflation management team at 10am.
    WHAT TO WATCH:
    ...
    See More
    • Minister Nasution’s meeting on land reform at 4pm
    • Bank Indonesia plans to hold reverse repurchase auctions for 1- and 2-week, and 6-mo.
    • Indonesia Wants Foreigners to Own Less Bonds in Long Run
    • Indonesia Aims to Wrap up Freeport Deal by September: Ministry
    • Asia ADR, GDR Equity Premium/Discounts for August 24
    • ASIA BONDWRAP: Pipeline Builds Up, China Firms Dominate
    • Monetary Policy Via Facebook Is Southeast Asia Tool in Turmoil
    • Emerging Economies 3Q GDP Forecast Steady in Past Week
    • Indonesia’s PLN to Use 451,723 Kiloliters of Biodiesel in 2019
    • Indonesia to Issue Import Permit for 111,000 Tons of Raw Sugar
    • World Growth to Decelerate as China Cools, OECD Projection Shows
    • Indonesia’s Bio Farma to Issue IDR325B 3-Year Shariah MTN: KSEI
    EQUITIES:
    • Alam Sutera (ASRI IJ): 1H Net Income Falls 27% to 517.3 Billion Rupiah
    • Adaro Energy (ADRO IJ): Adaro Energy’s 1H Revenue Rises to $1.61 Billion
    • Watch Indonesian Plantation Stocks After Listrik Negara’s Plan
    • Foreigner Turn Net Buyers of Indonesian Stocks as Index Rallies
    MARKETS:
    • S&P 500 down 0.2% to 2,856.98
    • JCI Index up 0.7% to 5,982.99
    • MXAP Index up 0.02% to 163.21
    • STOXX Europe 600 down 0.2% to 383.38
    • Crude Palm Oil down 1% to 2,218 ringgit/ton in Kuala Lumpur
    • Brent Futures up 0.05% to $74.77/bbl
    • Indonesia 10-year govt bond yield unchanged at 7.9%
    • LQ45 Index up 1.1% to 945.02
    • Indonesian rupiah down 0.3% to 14,630/USD
    To contact the reporters on this story:
    Rieka Rahadiana in Jakarta at rrahadiana@bloomberg.net;
    Sebastian Tong in Singapore at stong41@bloomberg.net
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  • Indonesia’s PLN to Use 451,723 Kiloliters of Biodiesel in 2019
    2018-08-23 11:05:15.949 GMT


    By Viriya Singgih
    ...
    See More
    (Bloomberg) -- Perusahaan Listrik Negara is ready to use
    B20 biodiesel at all of its diesel-fueled power plants starting
    Sept. 1, according to Djoko Rahardjo Abu Manan, a director at
    the state power co.
    * Annual fuel consumption at the plants amounts to 2.25m
    kiloliters at the moment, Manan tells reporters in Jakarta on
    Thursday
    ** Plants consumed 115,750 kl of biofuel in 1H and 294,546 kl in
    2017
    ** Plants able to generate 4,077 megawatt of electricity
    * Co. has been using B30 biodiesel, combined with regular
    diesel, due to lack of supply
    * NOTE: Indonesia to Focus on Expanding Palm Oil Demand,
    Minister Says


    biofuel usage will +53% in 2019 compare to 2017
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  • Indonesia to Focus on Expanding Palm Oil Demand, Minister Says
    2018-08-20 03:52:03.841 GMT


    By Eko Listiyorini
    ...
    See More
    (Bloomberg) -- World’s largest palm oil producer will focus
    on expanding demand for downstream products including by
    boosting biodiesel mandate, Coordinating Minister for Economic
    Affairs Darmin Nasution says in Jakarta on Monday.
    * Govt will also seek for new markets such as Africa, Turkey and
    Central Asia
    * Sea vessel, heavy equipment and railway will use B20 biodiesel
    starting Sept. 1
    ** Military vehicle will have a 2-month trial to use biodiesel
    * NOTE: Indonesia President Has Signed Biodiesel Rule, Minister
    Says
    * NOTE: Indonesian Biodiesel Push to Consume 10% of Top Grower’s Output
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  • Daftar perusahaan pemasok biodiesel terbesar ke Pertamina dan AKR, periode Nov17 – Apr18:
    (Cuma ada SMAR dan TBLA yang listed, lainnya banyak yg non-listed)

    Pertamina:
    PT Wilmar Nabati Indonesia 192.460 kiloliter,
    ...
    See More
    PT Wilmar Bioenergi Indonesia 192.000 kiloliter,
    PT Musim Mas (Singapore) 160.300 kiloliter,
    PT Bayas Biofuels (Duta Palma Group) 104.301 kiloliter,
    PT Cemerlang Energi Perkasa 83.441 kiloliter,
    PT LDC Indonesia 57.589 kiloliter,
    PT Multi Nabati Sulawesi 57.574 kiloliter,
    PT Sinarmas Bio Energy 54.648 kiloliter,
    PT Intibenua Perkasatama 53.541 kiloliter,
    PT Permata Hijau Palm Oleo 50.482 kiloliter,
    PT Kutai Refinery Nusantara 50.060 kiloliter,
    PT Dabi Biofuels 50.064 kiloliter,
    PT Tunas Baru Lampung Tbk 47.794 kiloliter, TBLA
    PT SMART Tbk 46.998 kiloliter, SMAR
    PT Sukajadi Sawit Mekar 36.505 kiloliter.
    PT Batara Elok Semesta Terpadu 34.767 kiloliter,
    PT Ciliandra Perkasa 34.767 kiloliter,
    PT Darmex Biofuels 34.767 kiloliter,
    PT Pelita Agung Agrindustri 27.814 kiloliter,
    PT Energi Baharu Lestari 13.907 kiloliter.

    AKR:
    PT SMART Tbk 6.300 kiloliter, SMAR
    PT Wilmar Nabati Indonesia 9.050 kiloliter,
    PT Musim Mas 3.800 kiloliter,
    PT Wilmar Bioenergi Indonesia 2.000 kiloliter,
    PT Tunas Baru Lampung 880 kiloliter, TBLA
    PT LDC Indonesia 820 kiloliter,
    PT Kutai Refinery Nusantara 700 kiloliter,
    PT Sinarmas Bio Energy 450 kiloliter.
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  • (Bloomberg) -- Finance Ministry aims to raise 10t rupiah by offering bonds maturing in Nov. 2018, June 2019, May 2023, May 2028, May 2033 and May 2038. WHAT TO WATCH:
    • Bank Indonesia’s board of governors hold the first out of two days rate meeting, announcement expected on Wednesday
    • Investment Coordinating Board’s press conference on 1H realization at 9:30am
    • Finance Ministry’s press briefing on latest 2018 state budget at 11:30am
    • Indonesia to Hold Cabinet Meeting on Forex Reserves on Tuesday
    ...
    See More
    • Jokowi Challenger Has a Mountain to Climb on Social Media Battle
    • Riding the Selloff: How EM Investors Are Playing Turkey’s Crisis
    • Asia ADR, GDR Equity Premium/Discounts for August 14
    • ASIA BONDWRAP: Spreads Widen as Turkey Woes Dent Sentiment
    • Turkey Malaise Prompts Japan Manager to Keep Powder Dry on Lira
    • OIL TENDER: Pertamina Is Said to Buy 3 Grades for Nov.- Dec.
    • U.S. Gets 1st Indonesian Lalang Crude Oil in at least 5 Years
    • Lira Looms Over Emerging Markets With Turkey White-Knuckle Ride
    • Indonesia Opens Bid for Six Oil and Gas Blocks
    • Bank Indonesia Absorbs $4.39B Through Overnight Term Deposit
    • Indonesia, Russia Form Working Group to Finalize Counter Trade
    • PALM OIL: Drops Most in a Month on Soy Slump, Trade War Tension
    • Bank Indonesia Adds $260 Million Through FX Swap Auction
    • Wilmar 2Q Profit Jumps on Oilseed Crush Margins, Tropical Oils
    • Emerging Market ETFs Rise for 4th Week in $2.78 Bln Streak
    • Indonesia Raises IDR500B in Private Placement of Islamic Bonds
    EQUITIES:
    • AKR Corporindo (AKRA IJ): MSCI Index Review Wrap: 14 China Stocks Added Globally
    • Bank Central Asia (BBCA IJ): U.S., EM Stocks That Are Forming Major Technical Chart Patterns
    MARKETS:
    • S&P 500 down 0.4% to 2,821.93
    • JCI Index down 3.6% to 5,861.25
    • MXAP Index up 0.2% to 162.72
    • STOXX Europe 600 down 0.3% to 384.91
    • Crude Palm Oil down 1.7% to 2,204 ringgit/ton in Kuala Lumpur
    • Brent Futures up 0.3% to $72.80/bbl
    • Indonesia 10-year govt bond yield unchanged at 7.936%
    • LQ45 Index down 4.1% to 923.23
    • Indonesian rupiah down 0.8% to 14,595/USD
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  • AGENDA 08 AGUSTUS 2018


    Agenda Emiten
    • Rups/Pubex : TAMU, TDPM
    ...
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    • Ex Dividen Tunai : SMSM


    Agenda Ekonomi
    • Indonesia : Laporan Survei Penjualan Eceran Juni 2018
    • China : Balance of Trade Jul, Exports YoY Jul, Imports YoY Jul
    • Japan : Bank Lending YoY Jul, Current Account Jun, BoJ Summary of Opinions, Eco Watchers Survey Outlook Jul, Eco Watchers Survey Current Jul, Machine Tool Orders YoY Jul
    • United Kingdom : 10-Year Treasury Gilt Auction
    • United States : Consumer Credit Change Jun, API Crude Oil Stock Change 3/AUG, MBA 30-Year Mortgage Rate 03/AUG, MBA Mortgage Applications 03/AUG, Fed Barkin Speech, EIA Gasoline Stocks Change 03/AUG, EIA Crude Oil Stocks Change 03/AUG



    Event
    • 02-12 Agustus 2018 : Gabungan Industri Kendaraan Bermotor Indonesia (Gaikindo) akan menyelenggarakan Gaikindo Indonesia International Auto Show (GIIAS) di Indonesia Convention Exhibition (ICE) BSD City

    • 4-10 Agustus 2018 : Pendaftaran pemilihan calon presiden dan wakil presiden untuk Pilpres 2019‼

    • 08-09 Agustus 2018 : JPMorgan Automotive Conference



    Upcoming
    • 09 Agustus 2018 : Non Deal Roadshow (NDR) INCO

    • 09 Agustus 2018 : Indonesia - Laporan Survei Harga Properti Residensial Triwulan II 2018

    • 09 Agustus 2018 : Morgan Stanley Telecom & Media Corporate Access Day

    • 09 Agustus 2018 : Goldman Sachs Power, Utilities, MLPs and Pipelines Conference

    • 09 Agustus 2018 : Credit Suisse Small and Mid Cap One-on-One Conference

    • 10 Agustus 2018 : Neraca Pembayaran Indonesia Triwulan II 2018‼

    • 10 Agustus 2018 : LRT Kelapa Gading akan diresmikan (Proyek ini dimiliki oleh Jakpro dan dibangun oleh WIKA)

    • 13 Agustus 2018 : MSCI August 2018 Quarterly Index Review : Announcement date: August 13, 2018, Effective date: September 3, 2018 (Kemungkinan PTBA masuk MSCI)‼

    • 13 Agustus 2018 : AS berencana menerapkan tarif tinggi, yaitu sampai 25% atas US$ 200 miliar produk impor China. Angka ini lebih tinggi dari sebelumnya yang sebesar 10%. (AS akan merilis daftar barang-barang China yang diajukan untuk dikenakan tarif : Bahan kimia dan ban, ratusan produk makanan juga tembakau, barang-barang elektronik termasuk komponen televisi, furnitur, sampai baja dan aluminium - tarif tambahan bagi China dapat berlaku setelah masa konsultasi publik berakhir pada 30 Agustus 2018)‼

    • 14-15 Agustus 2018 : Rapat Dewan Gubernur Indonesia Agustus 2018‼

    • 14 Agustus 2018 : Indonesia - Foreign Direct Investment YoY Q2 ‼

    • 14 Agustus 2018 : Public Expose Medan - HUT Pasar Modal Ke 41 (Market Outlook, BMRI, WEGE, SMDM, ANTM 13:45 - 14:45)

    • 15-16 Agustus 2018 : Credit Suisse Indonesia Conference (BBCA, BBTN, BIRD, BSDE, DOID, BWPT, ERAA, INPP, JPFA, KINO, LPKR, MEDC, SILO, MIKA, ROTI, PRDA, RALS, SRIL, Sumber Segara Primadaya, SCMA, TLKM, WTON)

    • 15 Agustus 2018 : Perkembangan Ekspor Impor Indonesia Agustus 2018‼

    • 18 Agustus 2018 - 2 September 2018 : Asian Games XVIII ke-18, (Jakarta & Lampung)

    • 20 Agustus 2018 : Statistik Utang Luar Negeri Indonesia Juni 2018

    • 20-23 Agustus 2018 : Pemerintah US akan mengadakan audiensi publik terkait kebijakan Penerapan penambahan tarif impor produk China sebesar 15% dan membuat total tarif masuk menjadi 25% untuk total nilai perdagangan sejumlah USD 200 milyar dan melaksanakannya pada 30 Agustus 2018. Terkait kebijakan ini, China juga mengenakan tarif masuk produk US sebesar USD 60 milyar dengan mengajukan tarif sebesar 25% untuk LNG, bijih tembaga, panel surya, dan lain-lain‼

    • 25-26 September 2018 : FOMC Meetings‼

    • 27 Agustus 2018 : Rilis Laporan Keuangan ANTM‼

    • 27-28 Agustus 2018 : dbAccess Indonesia Corporate Day @Deutsche Bank HK, Hong Kong (ANTM, BBNI, INDF, JSMR, ROTI, PWON, RALS, SMGR, SCMA)

    • 27-29 Agustus 2018 : Macquarie - ASEAN Conference 2018 @The Fullerton Hotel, Singapore (ACES, ADRO, BMRI, BBRI, PTBA, BSDE, OCBC, BBNI, SMGR, TLKM, WILMAR INTERNATIONAL, EXCL)

    • 29 Agustus 2018 : HUT Pasar Modal Ke-41 @Jakarta (Presentasi Dan Konferensi Pers/Pubex - TLKM (Pk 14.15-15.15 Wib)

    • 01 September 2018 : Efektif berlaku Rencana pemerintah memperluas penggunaan mandatori biodiesel 20% atau (B20) untuk non public service obligation (PSO)

    • 04 September 2018 : Maybank Kim Eng Corporate Access 2018 @Singapore

    • 05 September 2018 : FTSE All-World and FTSE Global Small Cap Asia Pacific ex Japan Review - Semi-Annual (Announcement Date/after market close : Wednesday 05 September 2018, Effective Date/as of open : Monday 24 September)‼

    • 05 September 2018 : FTSE Global Equity Index Series Inclusion and Exclusion levels - Quarterly (Announcement Date/after market close : Wednesday 05 September 2018, Effective Date/as of open : Monday 24 September)‼

    • 05 September 2018 : UBS - Global Chemicals & Paper and Packaging Conferences @New York City

    • 07 September 2018 : FTSE Shariah Global Equity Index Series - Quarterly (Announcement Date/after market close : Friday 07 September, Effective Date/as of open : Monday 24 September)

    • 10 September 2018 : Rupslb PGAS‼

    • 10-15 September 2018 : 25th CLSA Investor’s Forum @Grand Hyatt, Hong Kong (TLKM, BUMI)

    • 12 September 2018 : FTSE All-World ex Coal Index Series - Semi-Annual (Announcement Date/after market close : Wednesday 12 September, Effective Date/as of open : Monday 24 September)‼

    • 15 September 2018 : Satelit Merah Putih beroperasi

    • 20 September 2018 : Penetapan dan pengumuman pasangan calon peserta pemilu Presiden dan Wakil Presiden‼


    • Rencana Penggabungan PT Bank Tabungan Pensiunan Nasional Tbk dan PT Bank Sumitomo Mitsui Indonesia :
    24 September 2018 - 19 Oktober 2018 : Tanggal periode pernyataan kehendak untuk menjual dari pemegang saham BTPN‼
    01 Oktober 2018 : Tanggal Pernyataan Efektif dari OJK atas rencana Penggabungan
    05 Oktober 2018 : Tanggal RUPSLB BTPN dan SMBCI
    27 Desember 2018 : Tanggal Pembayaran atas pembelian saham milik pemegang saham BTPN yang menjual sahamnya
    30 Desember 2018 : Tanggal perdagangan terakhir saham BTPN sebelum penggabungan ‼
    01 Januari 2019 : Tanggal efektif penggabungan

    • 01 Oktober 2018 : Mulai berlaku Kewajiban pemenuhan Giro Rasio Intermediasi Makroprudensial (RIM) Syariah bagi BUS dan UUS serta kewajiban pemenuhan Penyangga Likuiditas Makroprudensial (PLM) bagi BUS

    • 1 Oktober 2018 : Efektif Pengenaan cukai sebesar 57 persen dari harga jual terhadap cairan rokok elektrik atau vape

    • 12 - 14 Oktober 2018 : 2018 Annual Meetings of the International Monetary Fund (IMF) and World Bank Group @Bali Nusa Dua, Indonesia

    • 31 Oktober 2018 - 02 November 2018 : 14th Indonesian Palm Oil Conference and 2019 Price Outlook "Palm Oil Development : Contribution to SDGs", organized by the Indonesian Palm Oil Association (GAPKI) @The Bali International Convention Centre (BICC) The Westin Resort Nusa Dua Bali

    • 6-7 November 2018 : 7th Coaltrans Emerging Asian Coal Markets @Sheraton Hanoi Hotel Vietnam

    • 16 November 2018 : FTSE Global Equity Index Series Inclusion and Exclusion levels - Quarterly (Announcement Date/after market close : Friday 16 November, Effective Date/ as of open : Monday 24 December)‼

    • 26 November 2018 : Penerapan Penyelesaian Bursa T+2 (T+2)‼

    • 03 Desember 2018 : 175th (Ordinary) OPEC Meeting @Vienna, Austria

    • 07 December 2018 : FTSE Shariah Global Equity Index Series - Quarterly (Announcement Date/after market close : Friday 07 December, Effective Date/as of open : Monday 24 December)

    • 11 Desember 2018 : FTSE4Good Index Series - Semi-Annual (Announcement Date/after market close : Tuesday 11 December, Effective Date/as of open : Monday 24 December)‼

    • 15 - 16 Januari 2019 : Nomura Indonesia All Access 2019 @Jakarta

    • 01 Februari 2019 : Pemerintah memutuskan untuk menunda pemberlakuan kewajiban penggunaan asuransi nasional dalam kegiatan ekspor batu bara dan minyak kelapa sawit mentah hingga 1 Februari 2019.

    • 8-17 April 2019 : Pemungutan dan pengitungan suara

    • 2-4 September 2019 : Penetapan hasil Pemilu‼

    • 20 Oktober 2019 : Sumpah janji pelantikan presiden dan wakil presiden ‼

    • 08 Agustus 2021 : Pertamina akan menjadi operator di Blok Rokan dari 2021 sampai 2041‼


    ***********************

    (LS/OCBC - Source : Idx, Bank Indonesia, Trading Economic, Bloomberg, RTI, Depositary Receipts Calendar, Bisnis Indonesia, Kontan - Disclaimer On)

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  • AGENDA 07 AGUSTUS 2018


    Agenda Emiten
    • Pencatatan/Listing Perdana di BEI : PT MD Pictures Tbk (FILM) Rp 210
    ...
    See More
    • Pubex IPO/Due Diligence : PT Madurasa Murni Indah Tbk
    • Cum Dividen Tunai : SMSM Rp 15
    • Non Deal Roadshow (NDR) : BTPS
    • HUT Ke 61 Tahun : SMGR



    Agenda Ekonomi
    • Indonesia : Rilis Statistik Cadangan Devisa Juli 2018
    • Indonesia : Lelang Surat Berharga Syariah Negara (SBSN) atau Sukuk Negara, Seri SBSN yang akan dilelang adalah seri SPN-S (Surat Perbendaharaan Negara - Syariah) dan PBS (Project Based Sukuk) untuk memenuhi sebagian dari target pembiayaan dalam APBN 2018
    • Indonesia : Jatuh Tempo Surat Berharga Negara Pemerintah Republik Indonesia seri Surat Berharga Syariah Negara seri SPNS07082018
    • Indonesia : Foreign Direct Investment YoY Q2 (6-7 Agustus 2018)
    • China : Foreign Exchange Reserves Jul
    • Japan : Household Spending Jun, Foreign Exchange Reserves Jul, Average Cash Earnings YoY Jun, Leading Economic Index Prel Jul, Coincident Index Prel Jun
    • United Kingdom : Halifax House Price Index Jul
    • United States : IBD/TIPP Economic Optimism Aug, JOLTs Job Openings Jun, 4-Week Bill Auction



    Event
    • 02-12 Agustus 2018 : Gabungan Industri Kendaraan Bermotor Indonesia (Gaikindo) akan menyelenggarakan Gaikindo Indonesia International Auto Show (GIIAS) di Indonesia Convention Exhibition (ICE) BSD City

    • 4-10 Agustus 2018 : Pendaftaran pemilihan calon presiden dan wakil presiden untuk Pilpres 2019

    • 07 Agustus 2018 : PT Telekomunikasi Indonesia Tbk (Telkom) akan meluncurkan Satelit Merah Putih dari Cape Canaveral Air Force Station, Florida. Satelit ini akan memperkuat posisi TelkomGroup dalam bisnis satelit baik lokal maupun regional.

    • 07 Agustus 2018 : PT Krakatau Nippon Steel Sumikin (KNSS) akan mengadakan opening ceremony (?)

    • 07 Agustus 2018 : Maybank Roundtable - Invitation - INDY

    • 07 Agustus 2018 : Wakil Ketua DPR RI/Korkesra Mengadakan Peluncuran Buku yang berjudul "Mengapa Indonesia Belum Sejahtera? Sebuah Upaya Merekonstruksi Makna dan Indikator Kesejahteraan Indonesia"



    Upcoming
    • 08-09 Agustus 2018 : JPMorgan Automotive Conference

    • 09 Agustus 2018 : Morgan Stanley Telecom & Media Corporate Access Day

    • 10 Agustus 2018 : LRT Kelapa Gading akan diresmikan (Proyek ini dimiliki oleh Jakpro dan dibangun oleh WIKA)

    • 13 Agustus 2018 : MSCI August 2018 Quarterly Index Review : Announcement date: August 13, 2018, Effective date: September 3, 2018

    • 13 Agustus 2018 : AS berencana menerapkan tarif tinggi, yaitu sampai 25% atas US$ 200 miliar produk impor China. Angka ini lebih tinggi dari sebelumnya yang sebesar 10%. (AS akan merilis daftar barang-barang China yang diajukan untuk dikenakan tarif : Bahan kimia dan ban, ratusan produk makanan juga tembakau, barang-barang elektronik termasuk komponen televisi, furnitur, sampai baja dan aluminium - tarif tambahan bagi China dapat berlaku setelah masa konsultasi publik berakhir pada 30 Agustus 2018)

    • 20-23 Agustus 2018 : Pemerintah US akan mengadakan audiensi publik terkait kebijakan Penerapan penambahan tarif impor produk China sebesar 15% dan membuat total tarif masuk menjadi 25% untuk total nilai perdagangan sejumlah USD 200 milyar dan melaksanakannya pada 30 Agustus 2018. Terkait kebijakan ini, China juga mengenakan tarif masuk produk US sebesar USD 60 milyar dengan mengajukan tarif sebesar 25% untuk LNG, bijih tembaga, panel surya, dan lain-lain

    • 15-16 Agustus 2018 : Credit Suisse Indonesia Conference (BBCA, BBTN, BIRD, BSDE, DOID, BWPT, ERAA, INPP, JPFA, KINO, LPKR, MEDC, SILO, MIKA, ROTI, PRDA, RALS, SRIL, Sumber Segara Primadaya, SCMA, TLKM, WTON)

    • 18 Agustus 2018 - 2 September 2018 : Asian Games XVIII ke-18, (Jakarta & Lampung)

    • 27 Agustus 2018 : Rilis Laporan Keuangan ANTM

    • 27-28 Agustus 2018 : dbAccess Indonesia Corporate Day @Deutsche Bank HK, Hong Kong (ANTM, BBNI, INDF, JSMR, ROTI, PWON, RALS, SMGR, SCMA)

    • 27-29 Agustus 2018 : Macquarie - ASEAN Conference 2018 @The Fullerton Hotel, Singapore (ACES, ADRO, BMRI, BBRI, PTBA, BSDE, OCBC, BBNI, SMGR, TLKM, WILMAR INTERNATIONAL, EXCL)

    • 01 September 2018 : Efektif berlaku Rencana pemerintah memperluas penggunaan mandatori biodiesel 20% atau (B20) untuk non public service obligation (PSO)

    • 04 September 2018 : Maybank Kim Eng Corporate Access 2018 @Singapore

    • 05 September 2018 : FTSE All-World and FTSE Global Small Cap Asia Pacific ex Japan Review - Semi-Annual (Announcement Date/after market close : Wednesday 05 September 2018, Effective Date/as of open : Monday 24 September)

    • 05 September 2018 : FTSE Global Equity Index Series Inclusion and Exclusion levels - Quarterly (Announcement Date/after market close : Wednesday 05 September 2018, Effective Date/as of open : Monday 24 September)

    • 05 September 2018 : UBS - Global Chemicals & Paper and Packaging Conferences @New York City

    • 07 September 2018 : FTSE Shariah Global Equity Index Series - Quarterly (Announcement Date/after market close : Friday 07 September, Effective Date/as of open : Monday 24 September)

    • 10 September 2018 : Rupslb PGAS

    • 10-15 September 2018 : 25th CLSA Investor’s Forum @Grand Hyatt, Hong Kong (TLKM, BUMI)

    • 12 September 2018 : FTSE All-World ex Coal Index Series - Semi-Annual (Announcement Date/after market close : Wednesday 12 September, Effective Date/as of open : Monday 24 September)

    • 20 September 2018 : Penetapan dan pengumuman pasangan calon peserta pemilu Presiden dan Wakil Presiden


    • Rencana Penggabungan PT Bank Tabungan Pensiunan Nasional Tbk dan PT Bank Sumitomo Mitsui Indonesia :
    24 September 2018 - 19 Oktober 2018 : Tanggal periode pernyataan kehendak untuk menjual dari pemegang saham BTPN
    01 Oktober 2018 : Tanggal Pernyataan Efektif dari OJK atas rencana Penggabungan
    05 Oktober 2018 : Tanggal RUPSLB BTPN dan SMBCI
    27 Desember 2018 : Tanggal Pembayaran atas pembelian saham milik pemegang saham BTPN yang menjual sahamnya
    30 Desember 2018 : Tanggal perdagangan terakhir saham BTPN sebelum penggabungan
    01 Januari 2019 : Tanggal efektif penggabungan


    • 01 Oktober 2018 : Mulai berlaku Kewajiban pemenuhan Giro Rasio Intermediasi Makroprudensial (RIM) Syariah bagi BUS dan UUS serta kewajiban pemenuhan Penyangga Likuiditas Makroprudensial (PLM) bagi BUS

    • 1 Oktober 2018 : Efektif Pengenaan cukai sebesar 57 persen dari harga jual terhadap cairan rokok elektrik atau vape

    • 12 - 14 Oktober 2018 : 2018 Annual Meetings of the International Monetary Fund (IMF) and World Bank Group @Bali Nusa Dua, Indonesia

    • 31 Oktober 2018 - 02 November 2018 : 14th Indonesian Palm Oil Conference and 2019 Price Outlook "Palm Oil Development : Contribution to SDGs", organized by the Indonesian Palm Oil Association (GAPKI) @The Bali International Convention Centre (BICC) The Westin Resort Nusa Dua Bali

    • 6-7 November 2018 : 7th Coaltrans Emerging Asian Coal Markets @Sheraton Hanoi Hotel Vietnam

    • 16 November 2018 : FTSE Global Equity Index Series Inclusion and Exclusion levels - Quarterly (Announcement Date/after market close : Friday 16 November, Effective Date/ as of open : Monday 24 December)

    • 26 November 2018 : Penerapan Penyelesaian Bursa T+2 (T+2)

    • 03 Desember 2018 : 175th (Ordinary) OPEC Meeting @Vienna, Austria

    • 07 December 2018 : FTSE Shariah Global Equity Index Series - Quarterly (Announcement Date/after market close : Friday 07 December, Effective Date/as of open : Monday 24 December)

    • 11 Desember 2018 : FTSE4Good Index Series - Semi-Annual (Announcement Date/after market close : Tuesday 11 December, Effective Date/as of open : Monday 24 December)

    • 15 - 16 Januari 2019 : Nomura Indonesia All Access 2019 @Jakarta

    • 01 Februari 2019 : Pemerintah memutuskan untuk menunda pemberlakuan kewajiban penggunaan asuransi nasional dalam kegiatan ekspor batu bara dan minyak kelapa sawit mentah hingga 1 Februari 2019.

    • 8-17 April 2019 : Pemungutan dan pengitungan suara

    • 2-4 September 2019 : Penetapan hasil Pemilu

    • 20 Oktober 2019 : Sumpah janji pelantikan presiden dan wakil presiden

    • 08 Agustus 2021 : Pertamina akan menjadi operator di Blok Rokan dari 2021 sampai 2041


    ***********************


    (LS/OCBC - Source : Idx, Bank Indonesia, Trading Economic, Bloomberg, RTI, Depositary Receipts Calendar, Bisnis Indonesia, Kontan - Disclaimer On)
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  • FR CIMB (YU) : Agribusiness | PDF
    Higher stockpile could put pressure on prices
    NEUTRAL - Maintained
    Any feedback/questions, please click on the author's name to email or call them at the number displayed. Author(s):Ivy NG, CFA +60 (3) 2261 9073,

    ...
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    ■ Malaysian palm oil stocks rose 17% mom to 1.78m tonnes at end-Jul 2017. This is 9% above our and consensus projections due to higher output.
    ■ For the first time this year, the monthly output was above 2015’s (pre-El Nino) level.
    ■ We believe spillover harvesting activities in Jul (due to festive holidays in Jun) was one of the reasons behind the stronger output in Jul.
    ■ We project palm oil stock to trend higher in Aug (+12% mom) and this may put pressure on near-term CPO prices.
    ■ Planters projected to report decent 2Q17 results. Maintain Neutral sector rating.
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  • INDONESIA DAYBOOK: July Inflation, Palm Oil, Corp. Earnings

    (Bloomberg) -- July inflation seen at 3.92% according to median estimate of 20 analysts surveyed by Bloomberg ahead of today’s data release.


    ...
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    WHAT TO WATCH:
    * Indonesian palm oil industry to benefit from favorable weather as conditions will boost production in upcoming months, with 34m tons of output seen in the 2016-17 marketing year and 36.5m in 2017-18, USDA’s Foreign Agricultural Service says
    * Foreign investors buy $25.2m net of Indonesian stocks on July 31, trimming net outflow to $797.9m in July
    * Asian equities were poised to kick off August on a weaker note as further strength in the yen weighed on shares in Tokyo amid a continuing advance in commodities
    * Govt seeks to exchange crude palm oil from Indonesia with crude oil from Nigeria, Trade Minister Enggartiasto Lukita tells reporters in Jakarta



    EQUITIES:
    * Aneka Tambang (ANTM IJ): Co. reports 1H sales of 3.17t rupiah
    * Bumi Resources (BUMI IJ): First half net income at $162.3m, vs $20.8m loss in 2016
    * Mitra Adiperkasa (MAPI IJ): First half net income surges 278% to 175b rupiah
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