Research Insight

Oleh Sinarmas Sekuritas

Daily Research Research Insight Company Focus

7-7-2020 - 04:58

Smart Money - June 2020

3-6-2020 - 03:05

Smart Money - February 2020

3-6-2020 - 03:04

Smart Money - March 2020

3-6-2020 - 03:03

Smart Money - May 2020

10-2-2020 - 09:36

The Journal 10 Februari 2020

5-2-2020 - 01:33

Smart Money - January 2020

3-2-2020 - 08:20

The Journal 3 February 2020

20-1-2020 - 08:48

The Journal 20 January 2020

13-1-2020 - 08:44

The Journal 13 January 2020

6-1-2020 - 04:05

Smart Money - December 2019

11-11-2019 - 08:30

The Journal 11 November 2019

4-11-2019 - 04:18

Smart Money - October 2019

4-11-2019 - 08:54

The Journal 4 November 2019

28-10-2019 - 09:53

The Journal 28 October 2019

14-10-2019 - 09:52

The Journal 14 October 2019

3-10-2019 - 05:56

Smart Money - September 2019

30-9-2019 - 10:22

The Journal 30 September 2019

23-9-2019 - 10:30

The Journal 23 September 2019

16-9-2019 - 03:56

The Journal 16 September 2019

9-9-2019 - 09:27

The Journal 9 September 2019

3-9-2019 - 05:27

Smart Money - August 2019

2-9-2019 - 09:40

The Journal 2 September 2019

19-8-2019 - 10:35

The Journal 19 August 2019

12-8-2019 - 10:09

The Journal 12 August 2019

5-8-2019 - 10:48

The Journal 5 August 2019

1-8-2019 - 05:34

Smart Money - July 2019

29-7-2019 - 11:21

The Journal 29 July 2019

22-7-2019 - 09:57

The Journal 22 July 2019

18-7-2019 - 02:48

Strategy - Time to Overweight

15-7-2019 - 09:14

The Journal 15 July 2019

1-7-2019 - 04:10

Smart Money - June 2019

24-6-2019 - 09:45

The Journal 24 June 2019

17-6-2019 - 09:28

The Journal 17 June 2019

11-6-2019 - 11:28

The Journal 27 May 2019

11-6-2019 - 11:26

Smart Money - May 2019

20-5-2019 - 10:05

The Journal 20 May 2019

13-5-2019 - 09:19

The Journal 13 May 2019

6-5-2019 - 09:54

The Journal 6 May 2019

29-4-2019 - 09:58

The Journal 29 April 2019

18-4-2019 - 08:49

Strategy - Election Report - Jokowi to Defend the Throne in 2019 Indonesian Presidential Election

15-4-2019 - 09:49

The Journal 15 April 2019

11-4-2019 - 10:59

FLASH NOTE - INDF IJ - Plan to Buy Indofood Agri

10-4-2019 - 02:34

Smart Money - March 2019

10-4-2019 - 02:34

The Journal 8 April 2019

5-4-2019 - 05:22

SITE VISIT NOTE - Surya Semesta Internusa

1-4-2019 - 11:12

The Journal 1 April 2019

29-3-2019 - 11:42

Flash Note - Poultry Sector - Intensified Concerns

25-3-2019 - 10:52

The Journal 25 March 2019

18-3-2019 - 10:43

The Journal 18 March 2019

11-3-2019 - 10:05

The Journal 11 March 2019

4-3-2019 - 09:45

The Journal 4 March 2019

26-2-2019 - 04:22

SITE VISIT NOTE - Surya Pertiwi

25-2-2019 - 09:53

The Journal 25 February 2019

19-2-2019 - 03:43

FLASH NOTE - TINS IJ - The End of Illegal Tin Mining

18-2-2019 - 09:09

The Journal 18 February 2019

11-2-2019 - 08:59

The Journal 11 February 2019

7-2-2019 - 05:49

Smart Money - January 2019

28-1-2019 - 09:49

The Journal 28 January 2019

21-1-2019 - 03:33

The Journal 21 January 2019

15-1-2019 - 08:30

The Journal 14 January 2019

7-1-2019 - 08:28

The Journal 7 January 2019

3-1-2019 - 09:56

Sinarmas Market Outlook 2019 - The Economy and The Election

4-12-2018 - 09:35

Smart Money - November 2018

26-11-2018 - 08:35

The Journal 19 November 2018

26-11-2018 - 08:34

The Journal 26 November 2018

12-11-2018 - 09:59

The Journal 12 Nov 2018

3-10-2018 - 03:47

Smart Money - September 2018

2-10-2018 - 03:27

Smart Money - August 2018

2-10-2018 - 03:26

FLASH NOTE - TBLA IJ - B20 Cherry on Top

3-8-2018 - 11:13

Smart Money - July 2018

11-7-2018 - 02:40

FLASH NOTE - SMRA IJ - Expecting Target Revision

10-7-2018 - 11:48

Strategy - Strong CCI in June

4-7-2018 - 08:39

Smart Money - June 2018

2-7-2018 - 01:46

FLASH NOTE - Property - Views on BI Relaxation

28-6-2018 - 06:04

FLASH NOTE - INKP IJ - Public Expose Key Takeaways

7-6-2018 - 10:10

Strategy - BI Raises Policy Rate to 4.75%

7-6-2018 - 09:58

Smart Money - May 2018

30-5-2018 - 10:54

Strategy - 2018 A Year of Never Ending Festive Mood

30-5-2018 - 10:54

FLASH NOTE - RALS IJ - Potentially Beats Projection

18-5-2018 - 09:04

Strategy - The Well-Anticipated 25 bps Rate-Hike

17-5-2018 - 10:32

Smart Money - April 2018

17-5-2018 - 10:32

SITE VISIT NOTE - Adaro Indonesia

17-5-2018 - 10:31

FLASH NOTE - ASII IJ - 1Q18 RESULTS

17-5-2018 - 10:31

Smart Money - March 2018

17-5-2018 - 10:30

SITE VISIT NOTE - WIKA LRT, Velodrome, and Equestrial Construction Progress

17-5-2018 - 10:29

FLASH NOTE - SCMA IJ - FY17 Earnings Call Update

17-5-2018 - 10:28

FLASH NOTE - DMO Pricing Rules

14-2-2018 - 08:52

FLASH NOTE - Latest Update on Domestic Coal Price

13-2-2018 - 11:27

FLASH NOTE - Deal Struck for First Payment of LRT Jabodetabek

7-2-2018 - 04:10

FLASH NOTE - PT Bumi Serpong Damai (Persero) Tbk. (BSDE) - A Good Start

14-12-2017 - 09:13

FLASH NOTE - Construction Sector - LRT Jabodetabek Structure

1-11-2017 - 08:58

FLASH NOTE - Construction Sector - IPO WIKA Gedung

25-10-2017 - 01:02

COMPANY VISIT NOTE - PT Indo Tambangraya Megah Tbk. (ITMG)

24-10-2017 - 04:59

FLASH NOTE - Construction Sector - IPO PP Presisi

18-10-2017 - 10:48

FLASH NOTE - Telecommunication Sector - Spectrum Auction

17-10-2017 - 10:42

COMPANY VISIT NOTE - PT Ramayana Lestari Sentosa Tbk. (RALS)

17-10-2017 - 10:41

FLASH NOTE - PT Bumi Serpong Damai Tbk. (BSDE)

13-10-2017 - 06:14

COMPANY VISIT NOTE - PT Jasa Marga Tbk. (JSMR)

13-10-2017 - 06:14

COMPANY VISIT NOTE - PT Surya Semesta Internusa Tbk. (SSIA)

13-10-2017 - 06:13

COMPANY VISIT NOTE - PT Puradelta Lestari Tbk. (DMAS)

28-9-2017 - 04:37

FLASH NOTE - Coal Mining Sector - Clarification on Cost Plus Margin Policy

28-9-2017 - 04:36

FLASH NOTE - Coal Mining Sector - Price Divergence

14-9-2017 - 03:15

FLASH NOTE - Cement Sector - 8M17 Cement Sales

13-9-2017 - 04:35

FLASH NOTE - PT Bukit Asam (Persero) Tbk. (PTBA) - Bumpy Road

12-9-2017 - 05:54

FLASH NOTE - Plantation Sector - MPOB August Performance

23-8-2017 - 11:56

Strategy - First Key Rates Cut Since October 2016

31-7-2017 - 12:00

FLASH NOTE - PT Bukit Asam (Persero) Tbk. (PTBA) - 1H17 Results

24-7-2017 - 12:00

FLASH NOTE - Tobacco Sector - Weaker than Expected Volume

18-7-2017 - 12:00

FLASH NOTE - Coal Mining Sector - Rising Demand from China

18-7-2017 - 12:00

COMPANY FLASH NOTE - PT Summarecon Agung Tbk. (SMRA)

14-7-2017 - 12:00

FLASH NOTE - Plantation Sector - MPOB June Performances

6-7-2017 - 12:00

COMPANY FLASH NOTE - PT Adaro Energy Tbk. (ADRO)

6-7-2017 - 12:00

FLASH NOTE - Media Sector - 6M17 Audience shares

14-6-2017 - 12:00

FLASH NOTE - PT Bank Tabungan Negara (Persero) Tbk. (BBTN) - Solid Performance in May

13-6-2017 - 12:00

FLASH NOTE - Cement Sector - 5M17 Cement Sales

22-5-2017 - 12:00

Strategy - The Long Awaited Investment Grade

16-5-2017 - 12:00

FLASH NOTE - Construction Sector - Financial Closure of HSR Project Finally Signed

20-2-2017 - 12:00

FLASH NOTE: SinemArt Press Release (SCMA)

20-2-2017 - 12:00

FLASH NOTE - PPRO Right Issue Plan

20-2-2017 - 12:00

FLASH NOTE - UNVR's Indicative FY16 Results

17-2-2017 - 12:00

FLASH NOTE - Mitra Pinasthika Mustika - MPMX - Company Visit

17-2-2017 - 12:00

FLASH NOTE - Cement Sector - Jan 2017 Cement Sales

10-2-2017 - 12:00

FLASH NOTE: PT Selamat Sempurna Tbk (SMSM) - Company Visit

26-10-2016 - 12:00

FLASH NOTE: ADHI Revised Down Financial Performance Target 2016

25-10-2016 - 12:00

FLASH NOTE: Batang IPP Project Site Visit

12-10-2016 - 12:00

FLASHNOTE: PLANTATION SECTOR l Soft Rebound in Inventory Level as Exports Weakened

27-9-2016 - 12:00

FLASH NOTE: RGM Has Finally Settled With a Payment of $71.8 Mn to BBNI

13-7-2016 - 12:00

PLANTATION SECTOR l Waiting for Catalysts

28-6-2016 - 12:00

FLASH NOTE: Cautiously Optimistic on Indonesian Banks

28-6-2016 - 12:00

Technical Update June 2016 5th week (27June - 01 July)

23-5-2016 - 12:00

FLASH NOTE: Off-net Interconnection Tariffs Cut

23-5-2016 - 12:00

28-4-2016 - 12:00

FLASH NOTE: Bottom Fishing or Bear Trap?

28-4-2016 - 12:00

LQ45 1Q16 Earnings as at 26 Apr 2016

12-2-2016 - 12:00

PLANTATION SECTOR: Tree Stress Kicks in, yet Remain Cautious

10-12-2015 - 12:00

Flash Note Sector Pharmaceutical: Rencana Regulasi Industri Farmasi

2-12-2015 - 12:00

JCI/IHSG UPDATE MSCI Rebalancing on 30 November 2015

2-12-2015 - 12:00

Flash Note: WIKA 9M15 Update-Core Businesses Picking Up; Still Largely a Waiting Game

2-12-2015 - 12:00

JCI / IHSG UPDATE November Inflation

1-12-2015 - 12:00

Flash Note: WTON 9M15 Update-Results Still Disappointing, Yet Bet on a Strong Year End

30-11-2015 - 12:00

FLASH NOTE: Kinerja BBRI Hinnga Bulan Oktober 2015

27-11-2015 - 12:00

FLASH NOTE SECTOR TELCO The Era of Data Boom Monetization

25-11-2015 - 12:00

FLASH NOTE: Kinerja BBNI Hingga Bulan Oktober 2015

25-11-2015 - 12:00

FLASH NOTE: Kinerja BMRI Hingga Bulan Oktober 2015

25-11-2015 - 12:00

FLASH NOTE: Kinerja BBTN Hingga Bulan Oktober 2015

23-11-2015 - 12:00

Flash Note SMRA - Penjualan Perdana Summarecon Bandung Terserap Habis

18-11-2015 - 12:00

Flash Note: 50 BPS Cut on Primary Reserve to Benefit BBTN

17-11-2015 - 12:00

FLASH NOTE: PT Waskita Karya Menjadi Kontraktor Utama LRT Palembang

17-11-2015 - 12:00

FLASH NOTE: Investor Summit and Capital Market Expo 2015 - Cement Sector

17-11-2015 - 12:00

Construction/Toll Road- Investor Summit & Capital Market Expo 2015

17-11-2015 - 12:00

FLASH NOTE: Investor Summit and Capital Market Expo 2015 - Banking Sector

17-11-2015 - 12:00

FLASH NOTE: Property Sector- Investor Summit and Capital Market Expo 2015

17-11-2015 - 12:00

FLASH NOTE: Consumer Goods Sector - Investor Summit & Capital Market Expo 2015

22-10-2015 - 12:00

Flash Note: Company Visit SMGR dan INTP

16-10-2015 - 12:00

JCI IHSG UPDATE Government Stimulus Package IV

13-10-2015 - 12:00

PLANTATION SECTOR UPDATE Another Record High Inventory for 2015

13-10-2015 - 12:00

MACRO OUTLOOK 2016 Tough Times Produce Good Economic Policy

13-10-2015 - 12:00

13-10-2015 - 12:00

13-10-2015 - 12:00

13-10-2015 - 12:00

13-10-2015 - 12:00

13-10-2015 - 12:00

13-10-2015 - 12:00

13-10-2015 - 12:00

7-10-2015 - 12:00

JCI/IHSG UPDATE Government Stimulus Package II

1-10-2015 - 12:00

FLASH Note: Kinerja BMRI Hingga Bulan Agustus 2015

28-9-2015 - 12:00

Company Visit: PT Kalbe Farma Tbk (KLBF)

25-9-2015 - 12:00

FLASH NOTE: Kinerja BBTN Hingga Bulan Agustus 2015

21-9-2015 - 12:00

JCI/IHSG UPDATE l NO HIKE - Digesting the Fed

21-9-2015 - 12:00

FLASH NOTE: Kinerja BBNI Hingga Bulan Agustus 2015

17-9-2015 - 12:00

FLASH NOTE: China to Agree to Non-Subsidized Train Projects

17-9-2015 - 12:00

FLASH NOTE: BBTN Signed MOU With ICBC Amounted to RMB 5 Bn to Support One Million Houses

10-9-2015 - 12:00

JCI / IHSG UPDATE Government Stimulus Package I

3-9-2015 - 12:00

JCI / IHSG UPDATE l Ahead of The FOMC Meeting

1-9-2015 - 12:00

FLASH NOTE: Kinerja BBCA Hingga Bulan Juli 2015

1-9-2015 - 12:00

FLASH NOTE: Kinerja BBRI Hingga Bulan Juli 2015

28-8-2015 - 12:00

JCI / IHSG UPDATE Tough Time in Early Second Semester due to a Broad Based Sell Off

28-8-2015 - 12:00

FLASH NOTE Kinerja BBNI hingga Bulan Juli 2015

28-8-2015 - 12:00

FLASH NOTE PT Jasa Marga to Issue Rights Amounting to Rp. 1.8 tn in 2016

28-8-2015 - 12:00

JCI/IHSG UPDATE Escalating Geopolitical Risk From Regional Market to Add Further Pressure on Emerging Market Index

28-8-2015 - 12:00

FLASH NOTE USDA Jolted Soft Commodity Prices

25-8-2015 - 12:00

FLASH NOTE: Kinerja BBTN Hingga Bulan Juli 2015

25-8-2015 - 12:00

Flash Note: Kinerja BMRI Hingga Bulan Juli 2015

25-8-2015 - 12:00

FLASH NOTE: Company Visit TOTO

25-8-2015 - 12:00

JCI/ IHSG UPDATE Currency War Continues

25-8-2015 - 12:00

20-8-2015 - 12:00

FLASH NOTE: Government Infrastructure RAPBN Not As Glamorous As It May Seem

20-8-2015 - 12:00

FLASH NOTE: Potensi Buyback Emiten BUMN Tanpa Melalui RUPS

20-8-2015 - 12:00

FLASH NOTE: Company Visit WIKA/WTON

18-8-2015 - 12:00

FLASH NOTE: Subsidi Bunga KUR Menurut RAPBN 2016

28-7-2015 - 12:00

Company Visit:PT Indofood Sukses Makmur Tbk (INDF) and PT Indofood CBP Sukses Makmur Tbk (ICBP)

24-7-2015 - 12:00

FLASH NOTE: Kenaikan Bea Masuk Sejumlah Barang Terkait Dengan Peraturan Menkeu

24-7-2015 - 12:00

JCI / IHSG UPDATE l 2Q15 Earnings Spotlight

9-7-2015 - 12:00

Company Visit: Catur Sentosa Adiprana (CSAP)

9-7-2015 - 12:00

Company Visit: PT Bank Negara Indonesia (Persero) Tbk (BBNI), PT Bank Central Asia Tbk (BBCA), PT Bank Mandiri (Persero) Tbk (BMRI)

17-6-2015 - 12:00

FLASH NOTE: Update on KUR Micro Lending Rate

16-6-2015 - 12:00

Company Visit: Sarana Menara Nusantara (TOWR)

12-6-2015 - 12:00

FLASH NOTE: Vice President Jusuf Kalla to Set a Ceiling on KUR at 12.0%

27-5-2015 - 12:00

SECTORAL UPDATE l PLANTATION Cautiously Bullish on EL Nino

27-5-2015 - 12:00

Flash Note: Lower Income Consumers to Support GGRM's Volume Growth

20-5-2015 - 12:00

Highlight IHSG period May 2015

13-5-2015 - 12:00

Sectoral Update l Plantation Sector El Nino Strikes Back!

12-5-2015 - 12:00

PT Nippon Indosari Corpindo Tbk (ROTI IJ)-BUY TP 1430- Praiseworthy Performance during This Challenging Time

12-5-2015 - 12:00

PT Indo Tambangraya Megah Tbk (ITMG IJ) - BUY TP 17400 - 1Q15 Results: Slightly Below Our Estimate

5-5-2015 - 12:00

Highlight Jakarta Composite Index (JCI) / IHSG - The Times when Government Intervention is Urgently Needed to boost Our Economy

16-4-2015 - 12:00

PT Arwana Citra Mulia Tbk (ARNA) - BUY TP 910- Creative Strategies to Survive the Storm

14-4-2015 - 12:00

Flash Note: What to Expect From Big Banks in the First Quarter

14-4-2015 - 12:00

Highlight Sectoral Jakarta Composite Index (JCI) / IHSG Period April 2015

13-3-2015 - 12:00

Highlight IHSG periode March 2015

10-3-2015 - 12:00

STOCK UPDATE l BJBR From Quantity to Quality

10-3-2015 - 12:00

STOCK UPDATE l WTON Acceleration of Trans-Sumatra Toll Road to boost WTON performance (Short-Term BUY)

9-3-2015 - 12:00

JCI / IHSG Update l Tax Law Enforcement to be strictly scrutinized Sector Related: Property Sector

26-1-2015 - 12:00

JCI/IHSG UPDATE QE is BACK, Risk ON

30-8-2013 - 12:00

KENAIKAN SUKU BUNGA ACUAN BI DAN FASBI

20-8-2013 - 12:00

Banking Sector Updates

1-8-2013 - 12:00

PT Arwana Citra Mulia Tbk

10-6-2013 - 12:00

PT Erajaya Swasembada Tbk (ERAA)

5-6-2013 - 12:00

PT Sentul City Tbk (BKSL)

28-5-2013 - 12:00

PT Austindo Nusantara Jaya Tbk

26-6-2012 - 12:00

IPO Notes PT Bank Jatim Tbk

8-6-2012 - 12:00

PT TRISULA INTERNATIONAL Tbk

6-3-2012 - 12:00

INCO Company Notes

25-1-2012 - 12:00

Four Indonesian Market Trends to Watch This Year

25-1-2012 - 12:00

Expect a Good 2012, But Be Ready for a Few Bumps

25-1-2012 - 12:00

An Unconventional Approach Alters the Natural Gas Game

8-11-2011 - 12:00

Why GEMS is considered cheap compared to other peers?

28-9-2011 - 12:00

A New Reality But Not Without Opportunity

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