Masyarakat Ekonomi Syariah mengadakan Topi Diksi dengan tema Prospek Pasar Modal Syariah 2018 dengan narasumber tim riset dari Henan Putihrai (Sekuritas). Berikut cuplikan materinya:
We think that economy is still on the good shape while the consolidative and soft recovery in business remains intact. By assuming the GDP to be picked up in 2018 amid low interest rate cycle, stable rupiah currency and low inflation rate, we suggest to consider the company that would maintains its earnings growth momentum. PER have been trading at 16.9x or slightly above its historical value. This suggest the limited room for the upside. However, we are expecting the earning to improve by 10% amid the better economic outlook. This would bring the 2018 PER to around 14x. Compares to regional index, the Indonesia PE was slightly above the region, but we think that it was justified by its profitability and ROE that at 18% or above the peers at 11%. Thus we think that the index at 6750 next year is still reasonable.
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