Kamis, 05 Mei 2011

Berita pagi Kamis 5 Mei 2011

 Thursday Early BIRD Edition (Edwin Sebayang-MNC Securities).....
Kejatuhan Bursa Indonesia diperkirakan berlanjut dlm Kamis ini dimotori Aksi profit taking lanjutan di sektor komoditas minyak, metal dan CPO ttp akan diimbangi potensi kenaikan saham Bank, consumer, semen dan konstruksi menyusul jatuhnya Wall Street akibat buruknya data ADP dan ISM Services Index AS serta terpuruknya harga minyak mentah 2% dan komoditas logam  spt Nikel turun -5.5%, timah -3.4% & emas turun -1.5%..

Wall Street terjungkal Rabu (4/5) akibat Kejatuhan tajam data The Institute For Supply Management's Non Manufacturing Index bln April mjd 52.8 dari level 57.3 di bln Maret dan dibawah konsensus Ekonom di 57.4 serta turunnya ADP Employment yg hanya bertumbuh 179,000 di bln April, turun dari angka Maret sebesar 207,000 dan dibawah konsensus ekonom pd level 200,000 serta tajamnya penurunan harga minyak dan komoditas metal.

Harga minyak dan komoditas metal juga turun tajam akibat kekuatiran perlambatan pertumbuhan ekonomi di China dan India setelah Bank Sentral ke-2 negara tsb menaikkan suku bunga serta akibat buruknya data sektor Jasa dan Pekerjaan AS.

Indeks Kekuatiran Pelaku pasar, yg tercermin dlm The CBOE volatility index naik 2.3% mjd 17.08, dan naik sebesar 17% thdp 4 hari terakhir perdagangan.

Nilai perdagangan di NYSE Rabu sebesar 8.6 miliar, lebih besar ketimbang nilai trading Selasa sebesar 8.3 miliar lembar, jauh lebih besar ketimbang nilai perdagangan rata2 trading 2011 sebesar 7.74 miliar lembar, serta lebih besar dari  rata-rata perdagangan 2010 sebesar 8.47 miliar saham.

DOW 12723.58  -0.66%
NAS 2828.23  -0.47%
S&P 1347.32  -0.69%
OIL 108.94. -2%
GOLD 1515.40  -1.5%
NICKEL.25825. -5.49%
TIN.31200. -3.41% 
CPO. RM.3309.  -0.09%  
TLK.35.86   (Rp  7664)
IIT.31.06    (Rp 5310)

Thu IDX Range: 3780-3830

BOW: TOTL, BJBR, HRUM, PTBA, INTA, ITMG, ASII, UNTR, BBNI, SMGR, MAPI

SELL:   ENRG, MEDC, INCO, GIAA, ELSA, BLTA, MIRA, BNBR
(ES-MNC Securities/Disclaimer On)
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 D'COINS (DWAC Online Trading System) Technical View
(05 Mei 2011)

Penurunan indeks bursa AS tadi malam sudah diekspektasi investor di BEI kemarin. Tetapi maraknya saham-saham group bakrie, khususnya BUMI dan BNBR, menginspirasi ke ADRO dan beberapa emiten batubara. IHSG hari ini, diduga akan bergerak dalam rentang 3.780 - 3.825.

Beberapa pilihan saham antara lain:

- PGAS arah harga menuju sekitar Rp 4500. Support Rp 4100 dan Resisten Rp 4300.

- MLPL support Rp 265. Resisten Rp. 300, cukup kuat untuk naik berharap Rp 320, walau rumors membisikan menuju Rp 500

- BNBR, rencana kuasi reorganisasi dan restrukturisasi utang menjadi alasan masih menariknya saham ini. Support Rp 71 Resisten Rp 85. Target rumor Rp 120

- HEXA. Grafik mencoba utk lepas dari pola downtrend untuk berusaha menuju level Rp 6300. Support Rp 5800 Resisten Rp 6100.

- DOID pola trading dalam kisaran Support Rp 1210 dan Resisten Rp 1300. Jika level ini tertembus akan kembali menuju Rp 1400an

- WIKA semoga saja Rp 710 bisa tertembus, agar pasar optimis bahwa wika menuju Rp 750 support Rp 670

Trading masih bisa di coba di TRUB target Rp 78, PYFA support Rp 141 Resisten Rp 165, LTLS target Rp 1000, ADMG,  dan TRST

(Discl On)
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Jakarta Composite Index, a benchmark for all stocks price at Indonesia Stock Exchange, today is estimated to swing. Several stocks to watch: PTBA, BLTA, JSMR, and GJTL. Here are stock recommendations as quoted by Bisnis.com today:e-Trading Securities:The JCI today may move at the range of 3,783-3,849 with several stocks to be alerted such as UNTR, PTBA, and BBCA. The index yesterday gained 0.03% or 1.06 points to 3,813.87.Reliance Securities:The index technically may strengthen today and move at the range of 3,800-3,830. Stocks to watch: BDMN with buy recommendation and PGAS with sell recommendation.Panin Sekuritas:The index may swing at the range of 3,802-3,825 today with several stocks to watch: INTA, GJTL, BLTA, and BMRI. The JCI yesterday ended at a positive area, underpinned by accumulative buy  from foreign investor. However, it was still in a pressure of profit taking after breaking 3,800.Sinarmas Sekuritas:The JCI tends to lower at the range of 3,795-3,831. Stocks to watch: WIKA, PGAS, ADRO, and JSMR.
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 DJ Krakatau Steel To Build IDR5.9 Tln Blast Furnace Starting 3Q 2011                                                  JAKARTA (Dow Jones)--PT Krakatau Steel (KRAS.JK) said Thursday that it plans
  to start building a blast furnace in the third quarter of this year to improve
  its long-term performance.
     The blast furnace, expected to be completed by 2014, will cost around
  IDR5.9 trillion ($680 million) and will have the capacity to produce 1.2
  million metric tons of steel a year, Indonesia's largest steelmaker said in a
  statement.
     The company expects the new facility will improve its net profit by
  IDR245.58 billion in 2014 and IDR404.42 billion in 2015.
     Krakatau's 2010 net profit more than doubled last year to IDR1.06 trillion
  from IDR494.67 billion a year earlier. The Indonesian government owns a 80% stake in the company, which produced around 2.75 million tons of finished steel last year.

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