equity capital market by ka mahaswara

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PT Mandiri Sekuritas Plaza Mandiri 29th Floor Jl. Jend. Gatot Subroto Kav. 36-38 Jakarta 12190 - Indonesia Tel: (62-21) 526 3445 Fax: (62-21) 526 3521 Capital Market

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Page 1: Equity capital market by ka mahaswara

PT Mandiri SekuritasPlaza Mandiri 29th Floor Jl. Jend. Gatot Subroto Kav. 36-38Jakarta 12190 - IndonesiaTel: (62-21) 526 3445 Fax: (62-21) 526 3521

Capital Market

Page 2: Equity capital market by ka mahaswara

Invest

Page 3: Equity capital market by ka mahaswara

Mandiri Sekuritas

Page 4: Equity capital market by ka mahaswara

January

1, 2003

June 1, 2

003

November

1, 2003

April 1, 2

004

Septem

ber 1, 2

004

Febru

ary 1, 2

005

July 1, 2

005

December

1, 2005

May 1, 2

006

October

1, 2006

March 1, 2

007

August

1, 2007

January

1, 2008

June 1, 2

008

November

1, 2008

April 1, 2

009

Septem

ber 1, 2

009

Febru

ary 1, 2

010

July 1, 2

010

December

1, 2010

May 1, 2

011

October

1, 2011

March 1, 2

012

August

1, 2012

January

1, 2013

June 1, 2

013

November

1, 2013

April 1, 2

014

Septem

ber 1, 2

014

Febru

ary 1, 2

0150.00%

2.00%

4.00%

6.00%

8.00%

10.00%

12.00%

14.00%

16.00%

18.00%

20.00%

Indonesia’s Inflation

Inflation

7,18%

Mandiri Sekuritas

Minimal Return Investasi per tahun

Page 5: Equity capital market by ka mahaswara

Pangsa Pasar – Perdagangan Saham Dan Surat Utang NegaraProfil PerusahaanMandiri Sekuritas

Financial Planningis simply the process of meeting your life needs or goals through the proper

management of your finances

Page 6: Equity capital market by ka mahaswara

13

Timeline of Your Life

“RISK PROFILE”

Aggressive Moderate Conservative

“Sedini mungkin Anda berinvestasi, semakin besar hasil yang diperoleh”

0-10 yo 10-20 yo 20-30 yo 30-40 yo 40-50 yo 50-60* yo Pension

Productive*

Page 7: Equity capital market by ka mahaswara

Mandiri Sekuritas

10-15 Tahun ?

Page 8: Equity capital market by ka mahaswara

INVESTASI SAHAM BUKAN JUDI

Page 9: Equity capital market by ka mahaswara

16

Investment Products

“Old Savings” “Well-Diversified Portfolios”

SWITCH!

Page 10: Equity capital market by ka mahaswara

Pangsa Pasar – Perdagangan Saham Dan Surat Utang NegaraProfil PerusahaanMandiri Sekuritas

Harry Max Markowitz

Page 11: Equity capital market by ka mahaswara

Pangsa Pasar – Perdagangan Saham Dan Surat Utang NegaraProfil PerusahaanMandiri Sekuritas

Page 12: Equity capital market by ka mahaswara

Produk dan Layanan Investasi Mandiri Sekuritas 19

1 23

45

6

7

8

9

SAHAM

Low Risk

Return High

SBI SUNObligasi Korporat

Reksa Dana

Individual properti

Saham

Komersial Real Estate

Benda seni & antik

Futures

Page 13: Equity capital market by ka mahaswara

Mandiri Sekuritas

Smart Investing

65%, Monthly

10%, Lifestyle

15%, Hobby, Gadget, etc

10%, YOUR INVESTMENT!! (minimum)

Pasar Modal Indonesia

Page 14: Equity capital market by ka mahaswara

Mandiri Sekuritas

Investasi di Pasar Modal Indonesia = Resiko Tinggi

Page 15: Equity capital market by ka mahaswara

Mandiri Sekuritas

Risk comes from not knowing what you’re doing.

Someone is sitting in the shade today because someone planted a

tree a long time ago

Page 16: Equity capital market by ka mahaswara

Bond

Page 17: Equity capital market by ka mahaswara

Pangsa Pasar – Perdagangan Saham Dan Surat Utang NegaraProfil PerusahaanMandiri Sekuritas

Obligasi merupakan surat utang jangka menengah-panjang yang dapat dipindahtangankan, yang berisi janji dari pihak yang menerbitkan untuk membayar imbalan berupa bunga pada periode tertentu dan melunasi pokok utang pada waktu yang telah ditentukan kepada pihak pembeli obligasi tersebut.

BOND

Page 18: Equity capital market by ka mahaswara

Pangsa Pasar – Perdagangan Saham Dan Surat Utang NegaraProfil PerusahaanMandiri Sekuritas

Butuh Modal Usaha

Kupon (% )/tahun +Uang Kembali

Capital/Loss Gain

Page 19: Equity capital market by ka mahaswara

Walt Disney’s Bond

Page 20: Equity capital market by ka mahaswara

Mandiri Sekuritas

OBLIGASI DARI SISI PENERBIT

Municipal Bonds

Government Bonds

Corporate Bonds

Obligasi Telkom, Indosat, Bank Mandiri, Indofood dll

ORI008, ORI009, ORI010, SR003, SR004, VR0023, VR0024 dll

Obligasi Pemerintah Daerah Jakarta, Bandung, Lampung, Kalimantan dll

Page 21: Equity capital market by ka mahaswara

Mandiri Sekuritas

OBLIGASI DARI SEGI PEMBAYARAN BUNGA

Zero Coupon Bonds

Coupon Bonds

Fixed Coupon Bonds

Floating Coupon Bonds

Page 22: Equity capital market by ka mahaswara

Mutual Fund

Page 23: Equity capital market by ka mahaswara

Pangsa Pasar – Perdagangan Saham Dan Surat Utang NegaraProfil PerusahaanMandiri Sekuritas

Wa d a h y a n g d i p e r g u n a k a n u n t u k m e n g h i m p u n d a n a d a r i m a s y a r a k a t p e m o d a l u n t u k s e l a n j u t n y a d i i n v e s t a s i k a n d a l a m p o r t o f o l i o E f e k o l e h M a n a j e r I n v e s t a s i .

Mutual Fund

Page 24: Equity capital market by ka mahaswara

Mandiri Sekuritas

Unit Penyertaan

Page 25: Equity capital market by ka mahaswara

Mandiri Sekuritas

JENIS REKSADANA

Reksadana Pasar Uang

Reksadana Pendapatan Tetap

Reksadana Saham

Reksadana Campuran

Page 26: Equity capital market by ka mahaswara

Mandiri Sekuritas

Keuntungan Berinvestasi Reksadana

Diversifikasi portofolio dengan dana yang relatif murah

Efisiensi waktu

Dikelola oleh profesional di bidangnya (Manajer Investasi)

Akses informasi luas

Praktis dan mudah

Page 27: Equity capital market by ka mahaswara

Mandiri Sekuritas

Kerugian Berinvestasi Reksadana

Penurunan nilai Unit Penyertaan (UP)/Aktiva Bersih (NAB)

Wanprestasi

Likuiditas

Page 28: Equity capital market by ka mahaswara

Stock

Page 29: Equity capital market by ka mahaswara

Mandiri Sekuritas

Page 30: Equity capital market by ka mahaswara

Self Regulatory Organization :

Pangsa Pasar – Perdagangan Saham Dan Surat Utang NegaraProfil PerusahaanStock Market

Source of Fund

Investment

Alternative

Individual / Institution

Capital Gain

Dividen

Likuidasi

Suspensi

Capital Loss

Ekspansi

Refinancing

Page 31: Equity capital market by ka mahaswara

MENJADI INVESTOR PASAR MODALMandiri Sekuritas

NASABAH TRANSAKSI

Transaksi

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Order Buy/Sell

Advisory

Order Buy/Sell

Order Buy/Sell

Dealer

Account Officer

Order Buy/Sell

Page 33: Equity capital market by ka mahaswara

Mandiri Sekuritas

Page 34: Equity capital market by ka mahaswara

Mandiri Sekuritas

Investor

Outlet IPOBAE

Page 35: Equity capital market by ka mahaswara

FORM BOOK BUILDING

Mandiri Sekuritas

Page 36: Equity capital market by ka mahaswara

DATA IPO

Mandiri Sekuritas

2014

Code Company Name IPO Price

Listing Price

Potensial G/L IPO High Low Potensial

G/L (HL) ClosePotensial

G/L (Open/Clos

e)

Life Price

Life Price % Underwriter Sector Public

Share

LINK Link Net 1600 2000 25% 3620 1900 91% 3605 80% 5800 263% Ciptadana Telecomunication 10%

LRNA Eka Sari Lorena Transport 900 990 10% 990 640 55% 775 -22% 146 -84% Valbury Transportation 42.86%

MGNA Magna Finance 105 127 21% 174 113 54% 118 -7% 90 -14% Jasa Utama Capital Insurance 70%

TARA Sitara Propertindo 106 125 18% 180 120 50% 180 44% 498 370% Sinarmas Property 63.51%

ASMI Asuransi Mitra Maparya 270 280 4% 415 280 48% 414 48% 740 174% Kresna Insurance 29%

WTON Wika Beton 590 770 31% 885 665 33% 750 -3% 1200 103% Mandiri Sekuritas, Danareksa,Bahana, Sucorinvest

Infrastructure 23.47%

BPII Batavia Prosperindo Internasional 500 605 21% 690 520 33% 520 -14% 1500 200% Panin Sekuritas Invetsmen

t 28.18%

BALI Bali Towerindo Sentra 400 585 46% 750 585 28% 750 28% 2475 519% RHB OSK Banking 28.18%

DNAR Bank Dinar 110 149 35% 187 149 26% 187 26% 145 32% AAA Banking 22.22%

BLTZ Blitz 3000 3100 3% 3595 3100 16% 3475 12% 2700 -10% IPOT Entertaiment 46.62%

BINA Bank Ina Perdana 240 260 8% 290 253 15% 267 3% 282 18% Evergreen Banking 33.33%

MDIA Intermedia Capital Indonesia 1380 1520 10% 1600 1400 14% 1500 -1% 3750 172% Sinarmas, Ciptadana, Kresna Finance 15%

PNBS Bank Panin Syariah 100 105 5% 105 92 14% 93 -11% 252 152% Evergreen,OSK Banking 48.72%

CANI Capitol Nusantara 200 250 25% 253 222 14% 242 -3% 264 32% Trimegah,OCBC Tower 25%

DAJK Dwi Aneka Jaya Kemasindo 470 480 2% 535 475 13% 530 10% 680 45% Valbury, Sucorinvest Magazine 40%

MBAP Mitra Adiperdana 1300 1440 11% 1440 1285 12% 1310 -9% 1290 -1% Dana Reksa, Sucorinvest Mining 58.50%

CINT Chitose Internasional 330 367 11% 387 350 11% 363 -1% 354 7% Dana Reksa, Sinarmas Trading 30%

Average G/L 17% 947 715 31% 887 11% 1304 116%

Page 37: Equity capital market by ka mahaswara

Mandiri Sekuritas

KENAPA HARUS INVESTASI SEKARANG ?

19 Mei 2015

Page 38: Equity capital market by ka mahaswara

Mandiri Sekuritas

KEUNTUNGAN MENJADI INVESTOR MELALUI MANDIRI SEKURITAS

Mendapatkan Update Informasi Pasar

Dapat berinvestasi Saham, Obligasi dan Reksadana

Training untuk pemula ataupun investor setiap bulan *Free

Tim riset yang profesional

Mendapatkan rekomendasi saham yang diberikan pada Institusi (Matriks Valuation)

Sekuritas No.1 Indonesia

Aktif menjadi Penjamin Emisi / Underwriter

Page 39: Equity capital market by ka mahaswara

PT. Mandiri SekuritasPlaza Mandiri 28th Floor Jl. Jend. Gatot Subroto Kav. 36-38Jakarta 12190IndonesiaTel: (+62-21) 526 3445 Fax: (+62-21) 526 3521

Head Office

Terima Kasih

Contact DetailMandiri Sekuritas

@Most_OLT

[email protected]