Riset Ekonomi Harian - Samuel Sekuritas Indonesia
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Sorotan Berita dan Data Riset Ekonomi Harian Kurs – Komoditas - Obligasi 07 Maret 2017 Samuel Research Berita Global Sentix Euro Zone Investor Confidence membaik ke 20,74 dari 17,4 di Mar17. (Bloomberg) Berita Domestik Untuk menjaga nilai tukar rupiah mencerminkan fundamental ekonomi Indonesia, menurut Gubernur BI Agus Martowardojo, BI tidak akan ragu melakukan intervensi pasar. (Kontan) Gubernur BI Agus DW Martowardojo menyatakan cadangan devisa Feb17 naik karena adanya penerimaan valas dari sektor migas. (Kompas) BI dan Bank of Korea menandatangani perpanjangan perjanjian kerja sama bilateral currency swap arrangement senilai Rp 115 triliun. (Kompas) KPPU masih mendalami praktik kartel komoditas cabai rawit di Indonesia. (Kompas) Kementan menyatakan dampak banjir di kabupaten Brebes, hanya sebesar 3% mengurangi luas tanam bulan Feb17. (Kompas) Pemerintah tengah menyiapkan rencana operasional reformasi agraria. (Antara) Volatilitas meningkat, cadangan devisa Tiongkok ditunggu. Dollar index menguat tipis hingga dini hari tadi setelah sebelumnya melemah signifikan. Secara umum sentimen kenaikan FFR target di tengah Mar17 masih menguasai selain negosiasi reformasi pajak Trump yang masih berlangsung. Fokus hari ini tertuju pada cadangan devisa Tiongkok yang diperkirakan turun serta revisi final pertumbuhan PDB Zona Euro 4Q16 yang diperkirakan stabil di 1,7% YoY. Cadangan devisa naik, BI siap jaga rupiah. Rupiah berhasil menguat pada perdagangan Senin kemarin sejalan dengan pelemahan dollar terhadap mayoritas kurs di Asia. Fokus hari ini tertuju pada rilis data cadangan devisa Feb17 yang BI perkirakan naik. Kenaikan cadangan devisa yang dibarengi oleh komitmen BI untuk menjaga kestabilan rupiah di tengah volatilitas tinggi menjelang FOMC meeting, akan mengurangi sentimen negatif di pasar keuangan. Sentimen positif masih terasa di pasar SUN walaupun yield UST secara konsisten naik. Kembalinya sentimen dollar kuat bisa mendorong pelemahan rupiah lagi pada hari ini. www.samuel.co.id Page 1 of 2 Ekonomi Harian Research Team Andy Ferdinand, CFA Head Of Equity Research, Strategy, Banking, Consumer [email protected] +6221 2854 8148 Rangga Cipta Economist [email protected] +6221 2854 8396 Muhamad Makky Dandytra, CFTe Technical Analyst [email protected] +6221 2854 8382 Akhmad Nurcahyadi, CSA Auto, Aviation, Cigarette, Construction Healthcare, Heavy Equipment, Property [email protected] +6221 2854 8144 Arandi Ariantara Cement, Telecommunication, Utility [email protected] +6221 2854 8392 Marlene Tanumihardja Poultry, Retail, Small Caps [email protected] +6221 2854 8387 Sharlita Lutfiah Malik Mining, Plantation [email protected] +6221 2854 8339 Nadya Swastika Research Associate [email protected] +6221 2854 8338 Evelyn Satyono Head of PWM / Institutional Sales [email protected] +6221 2854 8380 Muhamad Alfatih CSA, CTA, CFTe Senior Technical Portfolio Advisor [email protected] +6221 2854 8129 Ronny Ardianto Institutional Equity Sales [email protected] +6221 2854 8399 Clarice Wijana Institutional Equity Sales [email protected] +6221 2854 8395 Fachruly Fiater Institutional Equity Sales [email protected] +6221 2854 8325 Kelvin Long Head of Equities [email protected] +6221 2854 8150 Yulianah Institutional Equity Sales [email protected] +6221 2854 8146 Lucia Irawati Retail Equity Sales [email protected] +6221 2854 8173 R. Virine Tresna Sundari Head of Fixed Income [email protected] +6221 2854 8170 Yenny Immanuela Batubara Senior Fixed Income Sales [email protected] +6221 2854 8384 Dina Afrilia Senior Fixed Income Sales [email protected] +6221 2854 8309 Rudianto Nugroho Fixed Income Sales [email protected] +6221 2854 8306 Nugroho Nuswantoro Head of Marketing Online Trading [email protected] +6221 2854 8372 Wahyu Widodo Marketing [email protected] +6221 2854 8371 Aben Epapras Marketing [email protected] +6221 2854 8389 Private Wealth Management Equity Sales Team Fixed Income Sales Team Online Trading Sales Team DISCLAIMERS : Analyst Certification : The views expressed in this research accurately reflect the personal views of the analyst(s) about the subject securities or issuers and no part of the compensation of the analyst(s) was, is, or will be directly or indirectly related to the inclusion of specific recommendations or views in this research. The analyst(s) principally responsible for the preparation of this research has taken reasonable care to achieve and maintain independence and objectivity in making any recommendations. This document is for information only and for the use of the recipient. It is not to be reproduced or copied or made available to others. Under no circumstances is it to be considered as an offer to sell or solicitation to buy any security. Any recommendation contained in this report may not be suitable for all investors. Moreover, although the information contained herein has been obtained from sources believed to be reliable, its accuracy, completeness and reliability cannot be guaranteed. All rights reserved by PT Samuel Sekuritas Indonesia www.samuel.co.id Page 2 of 2