Jum'at 29 Juli 2011

15:46  BUY NOW FOR NEXT WEEK HARVEST

10:55  asing nett buy 70 bio lokalnya yg panik

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stock Pick : DEWA, IPOL, MLPL
                   ENRG berita byk sekali...trading jgn lebihi limit.
disc On.
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DJ Garuda Indonesia 1H Net Loss IDR185.74 Bln Vs Net Profit IDR60.61 Bln

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 PNBN will increased portion Foreign Ownership: Currently PNBN still have a small portion of foreign ownership, rumor said PNBN will placemented some shares to Votraint. That skenario will change in the ownership structure of foreign portion PNBN. PNBN known for its conservative banking company. With the addition of foreign share in ownership structure, PNBN line of busines will be more "aggressive". PNBN profit levels for several years to grow on average by 21% for this year are predicted PNBN profit 25% higher than last year. In the bank's financial reports to Bank Indonesia for the period of late December 2010 until April 2011 (year to date), PNBN able to raise the share of demand deposits and savings deposits and lower portions. The collection of deposits rose 10.66% to 16.34 trillion from Rp 14.77 trillion. able to raise cheap funds portion of the composition consisting of savings and demand deposits (current accounts and savings accounts / CASA) according to plan early. Increase servings of low-cost funds can reduce the cost of funds (cost of funds). Compared with other banking stocks, PNBN still entered in the stock price is relatively cheap so that targeted PNBN prices could reach Rp 1,500 per share. PNBN traded as much as 72.58 million shares with a value of 68.49 billion rupiah and closed up 50 points (+5.56%) to Rp 950 per share
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ENRG
ENRG today reported EBITDA and Net Profit of Rp 380 billion and Rp 34 billion respectively in its 1H 2011 financial results. The Company’s EBITDA rose by 183% in the 1H 2011 from the same period of last year.
ENRG also turned around its bottom line result into a Net Profit of Rp 34 billion in the 1H 2011. The Company’s improved financial results are driven by a combination of increased selling price, higher production rate, and improved debt to equity ratio.

ENRG-W
Target ENRG 6 bl kedepan 500 (turn arround cnmpany). Target warrant (500 ~ tebus190)+(500 x premium 8%) = 310 + 40 = 350 . Jadi pilih warrantnya, ada potensi gain lebih 300% (warrant bupet july 2011).
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PERSONAL VIEW on 29.07.11 by cynthia
Stlh rally 4hari berturut-turut, konsolidasi sehat dialami oleh IHSG, ditutup -0.67% menjadi 4145.82 didukung Value (Rp.5.65Tn) & Volume (1.39 Milyar lembar saham) yg cukup kuat. Tercatat nett buy asing sebesar Rp.9 Milyar,melemah tipisnilai tukar Rp.8494 per dolar AS. Saham dari sektor Mining & Cons. mjd support index sedangkan sektor Manufactur, Finance, Infrastruc & Trade yg kmrn dilanda aksi profit taking secara merata.

Imbas kenaikan market Global diprediksi akan mendorong gerak IHSG diteritori positif dgn kisaran 4108-4205. Selain maintain buy utk saham blue chip, rekomendasi bagi para investor utk meluangkan sedikit wkt dlm memilah & mengakumulasi saham2 'sleeping beauty' yg memiliki fundamental serta didukung growth positif sektor & lini bisnis adlh pilihan investasi menarik.

Kbl mengoleksi saham2 blue chip yg memiliki lapkeu 1H11 yg diatas rata2, yg kmrn mengalami koreksi, saham finance (BBRI, BMRI,BBCA). Saham berbasis Agri yg msh blm bergerak bnyk adlh alternatif pilihan menarik lainnya  (SGRO,BWPT,TBLA). Utk saham Mining (PTBA,ADRO, HRUM)sdgkan saham Infrastructure yg dijadikan underlying stock fund manager, msh layak dikoleksi hingga akhir 2011(TLKM, SMGR, INTP,JSMR). 

Conglomerate Stocks: Investor setia group Astra, kmrn mendpt kesempatan langka utk mengakumulasi saham ASII yg terkoreksi 4%, UNTR & AALI msh mjd pilihan bagus hingga akhir tahun.  Bakrie's lover kelihatannya msh diminta kesabarannya utk menantikan giliran saham2 group ini 'naik pentas'. Cermati geliat saham BRAU, BRMS & BUMI yg sdh mulai terlihat. ENRG & ELTY siap2 aksi profit taking. Group Indofood, msh akan diuntungkan dgn persiapan hari raya saham2nya berpotensi melonjak tajam(INDF, SIMP, LSIP).

Saham 2nd + 3rd liner dgn fundamental & story line business yg baik, yg berpeluang memberikan optimal gain: PNBN,CPIN, MAPI, WINS,ASRI,SSIA, POLY, ADMG.

JCI for today:
Support:         4082; 4104
Resistance:    4175; 4200
USD/IDR:        8480-8510