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HD Monthly strategy-Aug (24-07-2012) (BUY):"Apakah Euphoria berlanjut?

Monthly Strategy-Aug (24-07-2012) (BUY):   "Apakah Euphoria berlanjut?"

Lagu lama diputar kembali:"Expektasi pasar mengenai stimulus Fed di September mengangkat IHSG sebulan terakhir, walaupun banyak terjadi downgrade ekonomi global di Asia, Amerika dan Eropa akibat imbas krisis yang masih akan berlanjut sehingga IHSG masih bergerak di trend sideways 3.900-4.100

Selective play: Pergerakan IHSG selama bulan terakhir masih di dominasi oleh blue chips dan lapis dua yang bergerak di tema konsumsi domestik, seperti TLKM, JSMR, dan BISI, MAIN, SSIA.

Rekomendasi Portofolio & Target Price 1-bulan:

Ticker TP 1 bln PER12 PBV12 ROE12
TLKM Rp.9.200 13x 2.29x 20%
JSMR Rp.5.800 23x 4x 18%
BISI Rp.1.450 14x 2.7x 20%
MAIN Rp.1.750 9x 5x 53%
SSIA Rp.1.200 6x 2.5x 26%
ASII Rp.6.750 15x 3.5x 20%
CPIN Rp.3.150 15x 7x 44%

(Disclaimer on)

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Yuganur Wijanarko, Senior Research (mailto:Yuganur@hdx.co.id

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