Sector Semen & Otomotif diuntungkan dari revisi kenaikan TDL yang lebih lunak

Sikap pemerintah yang akhirnya melinak merevisi besara kenaikan TDL menyusul protes pengusaha yang menyebutkan kenaikan TDL melebihi kesepakatan awal sebesar 10% positif untuk industry yang listrik intensif seperti semen & otomotif.

• Di sector semen, rekomen SMGR dengan PER/PBV09 termurah di sektornya & potensi expansi pabrik masih terbuka setelah kebijakan pelunakan TDL ini menarik kembali minat investor asing & domestik untuk expansi pabrik.

• Target 1-minggu SMGR di Rp.9.400, akumulasi di Rp.9.050 & 8.850 dengan cut-loss point di Rp.8.700.

• DI sector otomotif, penambahan beban ongkos produksi mobil untuk ASII tidak akan sebesar yang diperkirakan awalnya sehingga margin keuntungan lebih baik.

• Target 1-minggu ASII di Rp.49.000, akumulasi di Rp.46.750 & 45.500 dengan cut-loss point di Rp.44.500.

Yuganur Wijanarko

Senior Research.  (Yuganur@hdx.co.id)

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