Monday Early BIRD Edition (Edwin Sebayang-MNC Securities).....
Bursa Indonesia berpeluang menguat sepanjang pekan ini didorong 7 faktor: perkiraan tjdnya deflasi bln April -0.1% s/d -0.2%, Cum dividen bbrp saham, result FS Q1/2011 yg lebih tinggi dari ekspektasi, perkiraan penguatan Rupiah menuju Rp 8500, penguatan Bursa Regional dan kenaikan harga minyak mentah serta komoditas metal. Wall Street ditutup naik pekan dimana lalu Indeks Dow Jones naik 1.33%, Indeks S&P 500 naik 1.3% dan Indeks Nasdaq naik 2% stlh 3 minggu mengalami penurunan setelah semakin banyak emiten yg melaporkan kenaikan Earnings yg lebih sehat mendorong kenaikan dlm perdagangan Kamis, walaupun terbatas sambil menunggu laporan keuangan Q1/2011 180 Emiten kembali selama 1 minggu ini. Lap keuangan Q1/2011 Emiten Apple, GE, DuPont dan McDonald yg luar biasa dan bbrp emiten lain mendorong pasar tetap bullish ditengah bbrp data ekonomi spt kenaikan Weekly Jobless Claims atau Aktivitas Pabrik didaerah Mid-Atlantik (Factory activity in the U.S. Mid-Atlantic region) yang melambat tajam di bulan April yg mengecewakan. Sejauh ini, Earnings Naik +18.2% untuk 137 emiten yg telah mengeluarkan Lap Keuangan Q1/2011 (yg mewakili 27% dr seluruh komponen Indeks S&P 500) menurut Thomson Reuters. Nilai perdagangan di NYSE Kamis sebesar 6.45 miliar lembar, lebih kecil dan sepi ketimbang trading Rabu sebesar 7.6 miliar lembar, dan jauh lebih kecil dari rata-rata perdagangan tahun 2010 sebesar 8.47 miliar saham.
DOW12505.99. +0.42% NAS 2820.16. +0.63% S&P1337.38 +0.53% OIL 112.29 +0.87% COAL 121.48 -1.33% GOLD 1503.80 +0.21%
NICKEL.26900. +1.89% TIN.32650. 0% CPO. RM.3355. -0.60 % TLK.35.64 (Rp.7685 ) IIT.30.77 (Rp.5308)
Mon IDX Range: 3780-3830
Monday Action Strategy:
BUY: BJBR, INTA, BMRI, ASII, UNTR, AKRA, BBNI, BBTN, INCO, INTP, INDF, SMGR, JSMR,
SELL: ELSA, GIAA, BLTA, BNBR, MIRA, BLTA
(ES-MNC Securities/Disclaimer On)
Have a Fantastic Monday & GBU All....
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On Tap This Week:
MONDAY: New home sales; earnings before-the-bell from Kimberly Clark and after-the-bell from Netflix.
TUESDAY: Consumer confidence; earnings before-the-bell from Coca-Cola, Ford, 3M, UPS, Coach, Cummins, Delta Air Lines, U.S. Steel and Valero, and after-the-bell from Amazon.com, Broadcom, Dreamworks, and Western Union.
WEDNESDAY: Durable goods, oil inventories; earnings before-the-bell from Boeing, BP, ConocoPhillips, Barrick Gold, Corning, Credit Suisse, General Dynamics, Northrop Grumman, and after-the-bell from eBay, Starbucks, Allstate, Baidu, Citrix, Flowserve, and Norfolk Southern.
THURSDAY: GDP, jobless claims, pending home sales; earning before-the-bell from AstraZeneca, Deutsche Bank, Exxon Mobil, PepsiCo, P&G, Royal Dutch Shell, Sanofi-Aventis, Bristol Myers, Discovery Communications, Dow Chemical, Medco Health, Motorola Solutions, Occidental Petroleum, Pulte Group, Raytheon, Sprint Nextel, Starwood, Thomson Reuters, Time Warner Cable, and Viacom, and after-the-bell from Microsoft, Cliffs Natural Resources, and Motorola Mobility.
FRIDAY: Personal income, personal spending, Chicago PMI, Thomson Reuters/University of Michigan consumer sentiment; earnings before-the-bell from Caterpillar, Chevron, Merck, DR Horton, Pitney Bowes, and Weyerhaeuser.
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