Stock Investment & Financial Statement

PT Phillip Sekuritas Indonesia

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 Disclaimer On

This presentation is prepared by Phillip Securities Indonesia, PT. (“PSI”). By going through this presentation, you agree to be bound
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This presentation shall not be reproduced in whole or in part, distributed or published by you for any purpose. Phillip Securities
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The information contained in this presentation has been obtained from public sources which Phillip Securities Indonesia has no
reason to believe are unreliable and any analysis, forecasts, projections, expectations and opinions (collectively the “Research”)
contained in this presentation are based on such information and are expressions of belief only. Phillip Securities Indonesia has
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Any opinions, forecasts, assumptions, estimates, valuations and prices contained in this material are as of the date indicated and
are subject to change at any time without prior notice.

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 Investasi

Investasi adalah upaya menanamkan modal atau dana dengan

harapan bisa mendapatkan keuntungan (return) di masa
mendatang.

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 Instrumen Investasi
Saham Deposito
Reksadana Logam Mulia
Obligasi Properti

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 Saham
Saham adalah tanda bukti kepemilikan atas suatu perusahaan.

Dengan membeli saham suatu perusahaan berarti investor

telah ikut menyertakan modal di perusahaan tersebut.

Dengan kata lain membeli saham berarti berinvestasi di bisnis

suatu perusahaan.

Saham dari perusahaan yang go public (Terbuka “Tbk”) atau

disebut emiten diperdagangkan di bursa, sehingga masyarakat
(investor) dapat ambil bagian dalam kepemilikan perusahaan
tersebut

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 Keuntungan Saham
1. Dividen
Bagian dari laba bersih perusahaan yang dibagikan kepada
pemegang saham. Umumnya dibagikan 1-2 kali dalam satu
tahun

2. Capital Gain
Selisih antara harga beli dan harga jual,
dimana harga jual > harga beli

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 Risiko Saham
1. Capital Loss
Merupakan kebalikan dari capital gain, dimana harga jual
lebih rendah dibandingkan harga beli

2. Risiko Likuidasi
Risiko yang timbul karena perusahaan mengalami
kebangkrutan atau dibubarkan

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7
 Cara Beli Saham

Untuk pembelian saham, investor harus menyiapkan dana sesuai harga

saham dan membayar biaya transaksi untuk perusahaan sekuritas.
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8
 Cara Jual Saham

Untuk untuk penjualan saham, total dana yang didapat investor adalah
nilai sesuai harga jual saham dikurangi biaya transaksi dan PPh.
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 Indeks Harga Saham Gabungan
(IHSG)

Indeks harga saham adalah indikator

atau cerminan pergerakan harga
saham. Indeks merupakan salah satu
pedoman bagi investor untuk
melakukan investasi di pasar modal,
khususnya saham.

Dimana IHSG menggunakan semua

Perusahaan Tercatat sebagai
komponen perhitungan Indeks.

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10
Klasifikasi Industri di BEI

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 Contoh Emiten di BEI

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 Fundamental Analysis
Analisa berdasarkan dengan kondisi suatu perusahaan,
kondisi ekonomi dan industri terkait.

• Ekonomi Makro
• Industri
• Perusahaan

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 Ekonomi Makro
• Pertumbuhan ekonomi/PDB
• Tingkat pengangguran
• Inflasi
• Pendapatan per kapita
• Ekspor Impor
• Neraca dagang
• Neraca transaksi berjalan

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 Industri

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 Laporan Keuangan
Laporan yang menyediakan informasi terkait posisi
keuangan, kinerja, serta perubahan posisi keuangan dalam
perusahaan yang memiliki manfaat untuk pengguna dalam
pengambilan keputusan.

Jenis laporan keuangan berdasarkan proses penyajiannya

adalah sebagai berikut:
• Neraca
• Laba Rugi
• Perubahan Modal
• Arus Kas

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 Neraca
Laporan tentang posisi aset, kewajiban dan ekuitas perusahaan
pertanggal tertentu dimana: aset = liabilitas + ekuitas

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 Neraca

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 Laba Rugi
Laporan mengenai pendapatan, beban dan hasil kinerja
perusahaan yaitu laba atau rugi untuk suatu periode
tertentu.

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Phillip Sekuritas Indonesia. All Rights Reserved. For internal circulation only.
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 Laba Rugi

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 Rasio Keuangan

Analisa keuangan perusahaan untuk menilai kinerja suatu

perusahaan berdasarkan perbandingan data keuangan
yang terdapat pada pos laporan keuangan (neraca, laporan
laba/rugi, arus kas)

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22
Phillip Sekuritas Indonesia. All Rights Reserved. For internal circulation only.
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23
 Return on Equity

ROE mengukur kemampuan perusahaan menghasilkan laba dari

modal/ekuitas yang dimiliki. Semakin tinggi ROE artinya semakin
tinggi kemampuan perusahaan menghasilkan laba. Umumnya,
perusahaan dengan ROE > 20%, dikatakan memiliki ROE yang tinggi.

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24
 Return on Asset

ROA atau Return On Assets adalah salah satu jenis rasio profitabilitas
yang mampu menilai kemampuan perusahaan dalam hal memperoleh
laba dari aktiva yang digunakan. Umumnya, perusahaan dengan ROA
> 20%, dikatakan memiliki ROE yang tinggi.

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25
 Net Profit Margin

Net Profit Margin adalah tingkat keuntungan suatu perusahaan dari

penjualan atau pendapatan yang diperoleh.

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26
 Debt to Equity

DER mengukur tingkat utang perusahaan dibandingkan modal yang

dimiliki. Semakin rendah DER artinya semakin rendah tingkat utang.
Semakin tinggi DER artinya semakin tinggi tingkat utang. Umumnya,
perusahaan dengan DER > 2, dikatakan memiliki DER yang tinggi.

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27
 Rasio Keuangan

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28
 Valuasi Saham
Valuasi saham adalah proses penilaian atas harga suatu saham
perusahaan untuk mengetahui harga saham tersebut sesuai atau
tidak dengan nilai intrinsiknya. Nilai suatu saham yang ditentukan
dalam valuasi berbeda dengan harga saham.

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Phillip Sekuritas Indonesia. All Rights Reserved. For internal circulation only.
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 Langkah Valuasi Saham
1. Tentukan sektor bisnis yang ingin dianalisis.
2. Kumpulkan emiten apa saja dalam sektor yang telah ditentukan
3. Cari data laporan keuangan setiap perusahaan yang dipilih
4. Tentukan metode atau rasio keuangan yang akan digunakan.
Misalnya PER (Price Earning Ratio)
5. Hitung rasio keuangan rata-rata industri dengan menjumlahkan
rasio keuangan dari semua emiten dalam sektor tersebut.
6. Buat tabel untuk membandingkan rasio keuangan tiap emiten
serta membandingkan dengan rasio keuangan rata-rata pada
sektor industri tersebut.

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31
 Price to Earnings Ratio

PER membandingkan harga pasar dibandingkan laba per saham. Semakin rendah
PER artinya harga saham perusahaan tersebut semakin murah. Semakin tinggi
PER artinya harga saham perusahaan tersebut semakin mahal. Umumnya,
perusahaan dikatakan mahal jika PER > 15x, namun hal ini tergantung industri
dimana perusahaan berada.

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32
 Price to Book Value

PBV membandingkan harga pasar dibandingkan nilai buku per sahamnya.

Semakin rendah PBV artinya harga saham perusahaan tersebut semakin murah.
Semakin tinggi PBV artinya harga saham perusahaan tersebut semakin mahal.
Umumnya, perusahaan dikatakan mahal jika PBV > 2x, namun hal ini tergantung
industri dimana perusahaan berada

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Phillip Sekuritas Indonesia. All Rights Reserved. For internal circulation only.
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34
 FAANG Stock Comparison

FAANG merupakan lima perusahaan teknologi utama di Wall Street – Facebook

(FB), Amazon (AMZN), Apple (AAPL), Netflix (NFLX), and Google (GOOGL).

PE Average: 39.26

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35
 Tips Investasi Saham
1. Kenali bisnis dari saham yang ingin anda beli
2. Lakukan Analisa
Analisa Fundamental  Saham apa yang dibeli
Analisa Teknikal  Mengetahui entry price dan exit price
3. Terapkan Manajemen Risiko
Tetapkan stop loss, target harga
4. Lakukan Monitor secara rutin
5. Selalu Update berita terbaru

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36
 Risk Profile

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37
 Please wait a moment while our panelists are now
discussing the answers to your questions…

Our Researches are published through:

www.poems.co.id Email
>> Research tab research@phillip.co.id Research – Phillip Securities
Indonesia

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>> PSID page @Talktophillip @Research_PSI

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Phillip Sekuritas Indonesia. All Rights Reserved. For internal circulation only.
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation.
Phillip Sekuritas Indonesia accepts no liability whatsoever with respect to the use of this document or its contents.