Keputusan organisasi negara-negara eksportir minyak atau OPEC yang memangkas produksi minyak berpeluang mendorong kenaikan harga komoditas energi tersebut. Para analis menilai, hal ini bakal menjadi angin segar bagi sejumlah emiten berbasis energi. Christian Saortua, Analis Minna Padi Investama, mengatakan, secara konsensus, harga minyak bisa naik ke level US$ 55 per barel hingga US$ 62 per barel pada tahun depan. Permintaan minyak juga diprediksi bakal mulai naik meski terlihat belum signifikan.
Untuk sementara kenaikannya belum akan signifikan, tetapi level itu cukup nyaman untuk produsen minyak," imbuh Christian. Namun, Kepala Riset MNC Securities Edwin Sebayang mengatakan, potensi kenaikan harga minyak masih bergantung dengan seberapa disiplin anggota OPEC melaksanakan kesepakatan tersebut. Kabar dari OPEC mulai melambungkan saham produsen minyak ataupun saham-saham yang bergerak di bisnis infrastruktur dan jasa pengelolaan minyak.
Misalnya saham PT Medco Energi Internasional Tbk (MEDC) yang naik 7,54% ke level Rp 1.355 per saham. Lalu, saham PT Elnusa Tbk (ELSA) juga naik 9,91% ke level Rp 466 per saham. Keduanya menduduki jajaran top gainers pada perdagangan kemarin. Meski harga saham-saham energi mulai melambung, Edwin mengingatkan, masih ada risiko fluktuasi nilai tukar rupiah terhadap dollar Amerika Serikat (AS) yang akan mempengaruhi kinerja emiten-emiten tersebut.
Christian menambahkan, saham-saham komoditas batubara juga akan terdorong naik oleh sentimen tersebut. Harga batubara diperkirakan bisa terus mengekor potensi naiknya harga minyak. Sehingga, ia merekomendasikan investor mencermati saham-saham minyak dan batubara. Ia bilang, selain MEDC dan ELSA, saham PT AKR Corporindo Tbk (AKRA) juga akan mendapat angin segar. Maka, Christian memberi rekomendasi beli untuk ketiga saham tersebut. Tetapi, Edwin lebih menjagokan saham-saham batubara dengan likuiditas yang tinggi seperti saham PTBA, ADRO, ITMG dan HRUM.
IN ENGLISH
OPEC's decision sparked Energy Stocks
Decisions organization of oil exporting countries or OPEC cut oil production likely to push up the prices of energy commodities. The analysts consider that this will be a fresh breeze for a number of energy-based issuers. Christian Saortua, Analyst Minna Padi Investama, say, by consensus, the price of oil could rise to US $ 55 per barrel to US $ 62 per barrel next year. Oil demand is also predicted to be started up though looks not significant.
For a while the increase will not be significant, but the level was quite convenient for oil producers, "added Christian. However, Head of Research at MNC Securities Edwin Sebayang said the potential rise in oil prices still depend on how closely OPEC members to implement the agreement. The news from OPEC began to toss oil producer stocks or stocks that move in the business of oil infrastructure and management services.
For example PT Medco Energi International Tbk (MEDC), which rose 7.54% to a level of Rp 1,355 per share. Then, PT Elnusa Tbk (ELSA) also rose 9.91% to a level of Rp 466 per share. Both occupy the ranks of the top gainers in trading yesterday. Although the price of energy stocks began to rebound, Edwin reminded, there is still the risk of fluctuation of the rupiah against the US dollar (US), which will affect the performance of the issuers.
Christian added, commodity stocks of coal will also be pushed up by the sentiment. The price of coal is expected to continue to follow the potential of rising oil prices. Thus, he recommends investors look at stocks of oil and coal. He said, in addition to MEDC and ELSA, the shares of PT AKR Tbk (AKRA) will also get a fresh breeze. Thus, Christian gives buy recommendation for all three shares. However, over a candidate Edwin coal stocks with high liquidity such as shares PTBA, ADRO, ITMG and HRUM.
Kontan, Page-5, Friday, Dec,2,2016
No comments:
Post a Comment