SMALL CAP STOCKS INFO

Friday, 7th October 2022

INVESTMENT INFORMATION
META Rp 174 (+19.18%) : Menanti restu akuisisi tol MBZ
Sector IDX Infra (+0.16%)
Market cap IDR 3.08 T
Didirikan pada 2016, PT Nusantara Infrastucture Tbk Volume 360.71 M (+1609%)
(META) merupakan perusahaan yang bergerak di bidang
Support IDR 160
pengelolaan jalan tol, jasa pelabuhan, jasa telekomunikasi,
perdagangan dan konstruksi. Resistance IDR 189

META akan menyelenggarakan RUPSLB pada 7 Oktober 2022, Stop loss IDR 155
dengan agenda untuk meminta persetujuan terkait rencana
akuisisi yang dilakukan anak usaha META, PT. Marga Utama Net Buyers (value) Net Sellers (value)
Nusantara (MUN), dengan persentase sebesar 40% dari total PD (IDR 1.39 bn) YP (IDR 2.32 bn)
80% saham PT. Jasamarga Jalanlayang Cikampek (JJC), anak AO (IDR 823.9 mn) SQ (IDR 973.6 mn)
usaha Jasa Marga yang mengelola Jalan Layang Sheikh
EP (IDR 747.7 mn) IN (IDR 915.5 mn)
Mohamed Bin Zayed (MBZ) senilai Rp 4,39 triliun. Hal ini
merupakan langkah awal dan wujud komitmen kerja sama
strategis antara META dan Jasa Marga. Jalan Layang MBZ ini Income Q2/2022 Growth
memiliki peran penting dalam jaringan Jalan Tol Trans Jawa Statement (YoY)
sebagai jalur penghubung utama wilayah Jabotabek ke arah Revenue IDR 397.9 bn -16.5%
timur. Seluruh proses transaksi ini direncanakan dapat Net Income IDR 35.4 bn +46.2%
terlaksana pada 10 Oktober 2022, dengan selalu menerapkan
Good Corporate Governance (GCG) pada setiap tahapannya.
Pada perdagangan Kamis, 6 Oktober 2022, META ditutup pada
level harga Rp 174 (+19,18%) dengan kenaikan volume secara
signifikan sebesar 1609% dibandingkan hari sebelumnya.
1 | Small Cap Stocks Info | 07/10/2022 Mirae Asset Sekuritas Indonesia
MLPL Rp 144 (+5.11%) : Peranan penting IBM Guardium
Sector IDX Industrial (-0.51%)
Market cap IDR 2.26 T
Didirikan pada 1975, PT. Multipolar Tbk (MLPL) merupakan Volume 42.38 M (+153%)
perusahaan yang bergerak dalam bidang jasa telekomunikasi,
Support IDR 141
industri informatika, perdagangan umum.
Resistance IDR 150
MLPL menekankan pentingnya melindungi data sensitif
sebagai aset penting perusahaan di era digital saat ini. Proteksi Stop loss IDR 139
data sensitif dengan pemantauan aktivitas data secara real-
time bisa dimungkinkan dengan solusi Database Activity Net Buyers (value) Net Sellers (value)
Monitoring IBM Guardium. Peran IBM Guardium sebagai MG (IDR 753.7 mn) NI (IDR 254.8 mn)
database activity monitoring adalah kemampuannya ZP (IDR 557.0 mn) XC (IDR 228.2 mn)
memproteksi data dan mempermudah monitoring aktivitas
AO (IDR 148.2 mn) CC (IDR 175.2 mn)
database dengan fitur lengkap dan powerful sehingga bisa
memberikan notifikasi saat terjadi aktivitas mencurigakan dan
memblokir aktivitas tersebut. IBM Guardium memiliki fitur data Income Q2/2022 Growth
discovery yang bisa secara otomatis mencari personal data Statement (YoY)
sehingga tidak ada personal data yang terlewatkan. Dibanding Revenue IDR 5.6 tn +9.8%
kompetitornya, IBM Guardium menduduki peringkat teratas di Net Income IDR 78.5 bn +135.1%
Forester Wave untuk data base auditing dan real time protection.
Pada perdagangan Kamis, 6 Oktober 2022, MLPL ditutup pada
level harga Rp 144 (+5,11%) dengan kenaikan volume secara
signifikan sebesar 153% dibandingkan hari sebelumnya.

2 | Small Cap Stocks Info | 07/10/2022 Mirae Asset Sekuritas Indonesia

TAYS Rp 515 (+9.57%) : Bidik pendapatan 2022 +40% YoY
Sector IDX Noncyclicals (+0.25%)
Market cap IDR 565.94 B
Didirikan pada 1 Mei 1998, PT. Jaya Swarasa Agung Tbk Volume 18.57 M (-1.2%)
(TAYS) merupakan perusahaan yang bergerak dalam bidang
Support IDR 87
usaha industri makanan ringan seperti biskuit, coklat, dan
permen serta perdagangan impor dan ekspor. Resistance IDR 101

Seiring dengan pemulihan ekonomi dari pandemi COVID-19, Stop loss IDR 86
TAYS membidik pertumbuhan pendapatan di kisaran 40%
sepanjang 2022. Optimisme tersebut karena dilandasi dengan Net Buyers (value) Net Sellers (value)
adanya penambahan kapasitas produksi maupun peluncuran TF (IDR 3.77 bn) AZ (IDR 3.83 bn)
berbagai produk baru. Adapun pabrik baru telah dibangun di CP (IDR 1.35 bn) YB (IDR 534.3 mn)
Sumedang yang ditujukan untuk menambah kapasitas
HP (IDR 108.2 mn) LG (IDR 190.5 mn)
produksi Tricks baked potato crisps yang merupakan produk
andalan perseroan. Saat ini, kapasitas pabrik untuk kategori
biscuit & cracker sudah mencapai 100% dengan kapasitas 6.900 Income Q2/2022 Growth
ton per tahun. Dengan pembangunan pabrik baru, maka Statement (YoY)
kapasitas diperkirakan meningkat 200% - 250% menjadi sekitar Revenue IDR 157.9 bn +7.3%
17.000 ton per tahun. Adapun produk TAYS telah diekspor ke Net Income IDR 1.8 bn -33.3%
mancanegara, seperti ASEAN, China, Taiwan, Korea, Australia,
Timur Tengah, hingga Amerika Serikat.
Pada perdagangan Kamis, 6 Oktober 2022, TAYS ditutup pada
level harga Rp 515 (+9.57%) dengan penurunan volume
sebesar 1,2% dibandingkan hari sebelumnya.
3 | Small Cap Stocks Info | 07/10/2022 Mirae Asset Sekuritas Indonesia
Disclaimer

This report is published by Mirae Asset Sekuritas Indonesia, a broker-dealer registered in the Republic of Indonesia and
a member of the Indonesia Stock Exchange. Information and opinions contained herein have been compiled in good
faith and from sources believed to be reliable, but such information has not been independently verified and Mirae
Asset Sekuritas Indonesia makes no guarantee, representation or warranty, express or implied, as to the fairness,
accuracy, completeness or correctness of the information and opinions contained herein or of any translation into
English from the Indonesian language. In case of an English translation of a report prepared in the Indonesian
language, the original Indonesian language report may have been made available to investors in advance of this report.
The intended recipients of this report are sophisticated institutional investors who have substantial knowledge of the
local business environment, its common practices, laws and accounting principles and no person whose receipt or use
of this report would violate any laws and regulations or subject Mirae Asset Sekuritas Indonesia and its affiliates to
registration or licensing requirements in any jurisdiction shall receive or make any use hereof. This report is for
general information purposes only and it is not and shall not be construed as an offer or a solicitation of an offer
to effect transactions in any securities or other financial instruments. The report does not constitute investment
advice to any person and such person shall not be treated as a client of Mirae Asset Sekuritas Indonesia by virtue of
receiving this report. This report does not take into account the particular investment objectives, financial situations, or
needs of individual clients. The report is not to be relied upon in substitution for the exercise of independent judgment.
Information and opinions contained herein are as of the date hereof and are subject to change without notice. The price
and value of the investments referred to in this report and the income from them may depreciate or appreciate, and
investors may incur losses on investments. Past performance is not a guide to future performance. Future returns are
not guaranteed, and a loss of original capital may occur. Mirae Asset Sekuritas Indonesia, its affiliates and their
directors, officers, employees and agents do not accept any liability for any loss arising out of the use hereof. Mirae
Asset Sekuritas Indonesia may have issued other reports that are inconsistent with, and reach different conclusions
from, the opinions presented in this report. The reports may reflect different assumptions, views and analytical methods
of the analysts who prepared them. Mirae Asset Sekuritas Indonesia may make investment decisions that are
inconsistent with the opinions and views expressed in this research report. Mirae Asset Sekuritas Indonesia, its affiliates
and their directors, officers, employees and agents may have long or short positions in any of the subject securities at
any time and may make a purchase or sale, or offer to make a purchase or sale, of any such securities or other financial
instruments from time to time in the open market or otherwise, in each case either as principals or agents. Mirae Asset
Sekuritas Indonesia and its affiliates may have had, or may be expecting to enter into, business relationships with the
subject companies to provide investment banking, market-making or other financial services as are permitted under
applicable laws and regulations. No part of this document may be copied or reproduced in any manner or form or
redistributed or published, in whole or in part, without the prior written consent of Mirae Asset Sekuritas Indonesia.

4 | Small Cap Stocks Info | 07/10/2022 Mirae Asset Sekuritas Indonesia