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Phintraco Sekuritas Official
13 Nov, 09:38
BISA (Belajar Investasi Sampai Bisa) merupakan program edukasi saham secara online dari Phintraco Sekuritas yang diadakan secara rutin.Minggu ini BISA akan membahas mengenai: 📘Judul: Money Management for Beginner 🗓️Hari/Tanggal: Sabtu, 14 November 2026 ⏰Waktu: 09.00-10.00 WIB 🗣️Pembicara: Fajar ImanuddinIkuti kegiatannya melalui “Edukasi” pada aplikasi PROFITS, atau klik link berikut: https://bit.ly/Join-BISA📍GRATIS khusus untuk nasabah Phintraco SekuritasPhintraco Sekuritas Official
13 Nov, 09:36edited
Selama sepekan IHSG ditutup menguat 5.8%IHSG ditutup menguat pada level 5,344.41 (+1.78%) di perdagangan Jumat (13/11). Sehingga secara mingguan IHSG ditutup menguat sekitar 5.8% pada pekan lalu. IHSG bergerak menguat meskipun harga minyak berbalik menguat dan harga emas mengalami koreksi. Saham sektor teknologi dan basic materials membukukan kenaikan terbesar. Pada pekan depan, investor akan menantikan hasil Rapat Dewan Gubernur (RDG) Bank Indonesia (18/11) yang berpeluang akan menaikkan BI Rate sebesar 25 bps menjadi 6%. Sedangkan data pertumbuhan kredit diperkirakan sedikit melambat menjadi 13% di Oktober 2026 dari 13.26% di September 2026. Selain itu dijadwalkan akan dirilis data Current Account yang diperkirakan defisit US$3.3 miliar di 3Q26 dari defisit US$12.5 miliar pada 2Q26. Sementara itu secara teknikal mingguan, indikator Stochastic RSI membentuk Golden Cross di area oversold. Sedangkan histogram negative MACD menyempit. Sehingga IHSG diperkirakan menguji level 5,400-5,500 pada pekan depan, jika bertahan di atas level 5,300.By PHINTRACO SEKURITAS | Research -Disclaimer On -Phintraco Sekuritas Official
13 Nov, 08:48
Phintraco Sekuritas Sector Update | 13 November 2026 Tower Sector Aditya Prayoga https://phintracosekuritas.com/sectoral-update/tower-2/Tower : Non tower business cushions slower tower growth>TOWR outperformed MTEL in revenue growth, but profitability remained under pressure. In 9M26, TOWR's revenue increased 14.18% YoY to IDR11.06 trillion, compared with MTEL's 1.8% YoY growth to IDR7.01 trillion. However, EBITDA growth was slower at 5.48% YoY for TOWR and 0.7% YoY for MTEL, bringing combined EBITDA margin to 78.98% in 9M26.>TOWR's stronger revenue growth was accompanied by margin compression. TOWR's EBITDA margin declined to 76.59% in 9M26 (vs. 82.91% in 9M25), partly reflecting the higher contribution from its lower-margin non-tower business. Meanwhile, MTEL continued to record more moderate revenue growth and weaker performance in 3Q26.>Operator consolidation continues to constrain tenant additions. The combined number of TOWR and MTEL tenants increased 4.9% YoY to 124,904 in 1H26, with the tenancy ratio improving to 1.61x (vs. 1.57x in 1H25). However, quarterly additions were limited to 828 tenants (+0.67% QoQ), reflecting network integration between EXCL and Smartfren and the optimization of overlapping sites.>Non-tower businesses are becoming an increasingly important growth driver. Combined non-tower revenue rose 35.0% YoY to IDR3.95 trillion in 1H26, while tower revenue declined 1.4% YoY to IDR7.95 trillion. TOWR led non-tower growth with a 44.5% YoY increase to IDR3.09 trillion, compared with MTEL's 9.0% YoY growth to IDR858 billion. However, the lower-margin profile of non-tower businesses may weigh on overall profitability as their contribution increases.>Organic growth remains limited amid operator consolidation, although 5G, FWA, and non-tower expansion provide additional growth opportunities. TOWR offers attractive valuation with non-tower business exposure, while MTEL benefits from lower exposure to operator consolidation and broader tower coverage outside Java.>Key risks include more aggressive operator consolidation, higher churn and rental rate pressure, weaker-than-expected non-tower monetization, and higher interest rates and operating costs.By PHINTRACO SEKURITAS | Research — Disclaimer On —Phintraco Sekuritas Official
13 Nov, 08:08
Phintraco Sekuritas Sector Update Banks: Balancing Growth, Funding, and Capital NurwachidahBanking loan growth remained resilient, expanding by 13.26% YoY to Rp9,245 trillion in September 2026, although growth moderated from 13.65% in August. Investment loans remained the primary growth driver, increasing by 23.20% YoY.Funding structure remains a key differentiator, as industry loan growth continued to outpace deposit growth of 8.22% YoY. CASA grew by 10.9% YoY, exceeding the 5.2% growth in time deposits, lifting the industry CASA ratio to 64.9%.Net interest margin remained under pressure, with the industry NIM declining to 4.29% in September 2026 from 4.56% at the end of 2025. Differences in funding composition and loan repricing capabilities contributed to varying margin performance across banks.Asset quality remained relatively manageable, with gross NPL improving to 2.07% and Loan at Risk (LaR) declining to 8.50%. However, LaR remained approximately 4.1 times gross NPL, highlighting the need to monitor potential credit migration and provisioning requirements.Banking sector capitalization remained solid, supported by an industry CAR of 24.30% in September 2026. Strong capital buffers provide support for continued credit expansion, although banks still need to balance risk-weighted asset growth, internal capital generation, and dividend distribution.Full report: https://phintracosekuritas.com/sectoral-update/banks-2/By PHINTRACO SEKURITAS | Research - Disclaimer On -Contact Us : WA : 085287538568 IG : phintracosekuritasofficial YT : Phintraco Sekuritas Official TELE: phintasprofits www.phintracosekuritas.com www.profits.co.idPhintraco Sekuritas Official
13 Nov, 07:24
DOOH - Trading Buy : Pivot breakout 220 memperkuat peluang uji resistance area 266. Golden cross pada MACD dengan volume yang solid sejalan dengan indikasi tersebut. Entry : >=224 Stop-loss : <216 Target 3: 266 Target 2: 250 Target 1: 240 By PHINTRACO SEKURITASPhintraco Sekuritas Official
13 Nov, 07:12
CUAN - Trading Buy : Koreksi cenderung tertahan di atas support area 350 menjadi indikasi awal rebound didukung volume yang solid. Golden cross pada MACD sejalan dengan indikasi tersebut. Entry : >=372 Stop-loss :<356 Target 2: 430 Target 1: 400 By PHINTRACOPhintraco Sekuritas Official
13 Nov, 07:06
Reminder AMRT - First target 1000 achieved Target 2 : 1045 By PHINTRACO SEKURITAS 12/11/2026 15.16 WIB Alrich Paskalis T| Investment Advisor - Disclaimer On -Phintraco Sekuritas Official
13 Nov, 04:39
JCI - First Session Update | November 13th, 2026Phintraco Sekuritas Official
22 Sept, 12:06
PHINTAR (Phintraco Talk with Research)"iPhone 18 & Duo are Coming: Saham ini diuntungkan?"⏰: LIVE Rabu, 23 September 2026 (16.00 WIB) 📺: Youtube Phintraco Sekuritas OfficialPhintraco Sekuritas Official
22 Sept, 11:28
JCI - Movers & Foreign Flow | September 22nd, 2026Phintraco Sekuritas Official
22 Sept, 09:35
IHSG ditutup melemah di bawah level 6,300 meskipun harga minyak lanjut koreksi (22/9)IHSG ditutup melemah pada level 6,277.04 (-1.69%) di perdagangan Selasa (22/9). Saham sektor energi dan industrial mengalami pelemahan terbesar, sedangkan sektor cyclical menjadi satu-satunya sektor yang menguat. Investor menantikan hasil Rapat Dewan Gubernur Bank Indonesia, yang diperkirakan masih akan mempertahankan BI Rate pada level 5.75% (23/9). Harga minyak berlanjut melemah di bawah level USD 100/barel karena adanya harapan upaya diplomatik baru dapat mengakhiri konflik AS-Iran sehingga distribusi minyak dari Timur Tengah dapat pulih kembali. Namun Menteri Keuangan AS menyatakan bahwa seluruh maskapai penerbangan Iran akan dihentikan operasinya mulai 23 September 2026. Presiden Trump dijadwalkan berpidato di hadapan Majelis Umum PBB di New York (22/9). Sementara itu Rupiah ditutup melemah 0.14%Phintraco Sekuritas Official
22 Sept, 09:34
Phintraco Sekuritas Official
22 Sept, 05:38
JCI - First Session Movers & Foreign Flow | September 22nd, 2026Phintraco Sekuritas Official
22 Sept, 05:11
JCI - First Session Update | September 22nd, 2026Phintraco Sekuritas Official
22 Sept, 03:08edited
COMPOSITE Koreksi pasca uji resistance 6700 seiring death cross pada MACD menjadi indikasi koreksi lanjutan ke support area 6400 hingga 6200. Koreksi saat ini masih tergolong wajar/secondary trend. Secara keseluruhan, struktur utama masih bullish. ResistancePhintraco Sekuritas Official
22 Sept, 02:15
CUAN - Trading Buy : Rebound pasca uji support area 900 membuka peluang uji resistance area 1000. Potensi golden cross pada Stochastic RSI sejalan dengan indikasi tersebut. Entry : >=920 Stop-loss : <885 Target 3: 1170 Target 2: 1100 Target 1: 985-1000Phintraco Sekuritas Official
22 Sept, 02:01
COIN - Re entryPhintraco Sekuritas Official
21 Sept, 23:59
Phintraco Sekuritas Official
21 Sept, 23:59
PHINTAS Daily : CA Reminder 22 September 2026Offering Date Tender Offer : [1] IBST : 4-Sep-26 to 2-Oct-26 (Rp5400) [2] SUPR : 25-Aug-26 to 23-Sep-26 (Rp45000) [3] EDGE : 24-Aug-26 to 22-Sep-26 (Rp11500)RUPS Date : [1] POOL : 22-Sep-26 [2] DMAS : 22-Sep-26 [3] SILO : 22-Sep-26 [4] OILS : 22-Sep-26Notes : - Ratio (new : old)By PHINTRACO SEKURITAS | Research - Disclaimer On -Phintraco Sekuritas Official
21 Sept, 23:59
Upcoming Global Economic Calendar 22 September 2026UNITED STATES MARKET ADP Employment Change Weekly Forecast : - Previous : 16.25KFed Williams Speech Forecast : - Previous : -Fed Jefferson Speech Forecast : - Previous : -EURO AREA MARKET Consumer Confidence Flash (Sep) Forecast : -16.5 Previous : -15.5
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