Senin 15 Agustus 2011

14%3A45%26nbsp%3B+Bercemin+pada+GoldKomoditi+yang+berkilau+1+ini+ternyata+dapat+menjadi+cermin+pergerakan+arah+tren+jangka+pendek+untuk+IHSG+dan+Dow+Jones.+Dalam+1-2+bulan+terakhir+kita+sering+melihat+bahwa+jalannya+Gold+dan+index+saham+berbanding+terbalik.+Hal+ini+terjadi+karena+jika+kondisi+ekonomi+jelek+yang+terimplikasi+pada+kejatuhan+index+saham+maka+dana+akan+menuju+ke+komoditi+emas+yang+dianggap+sebagai+tempat+investasi+yang+paling+aman.+Uniknya%2C+hubungan+tarik-menarik+dari+keduanya+sangat+erat+dan+dapat+kita+jadikan+sebagai+salah+satu+metode+analisa+market+timing.Dalam+beberapa+saat+lagi+kami+melihat+bahwa+Gold+akan+melemah+menuju+level+US%241%2C660-1%2C670+berdasarkan+teori+gap+filling+yang+terjadi+pada+tanggal+5+Agustus+2011+lalu.+Disamping+itu%2C+terbentuknya+pattern+head+and+shoulder+memperkuat+dugaan+bahwa%26nbsp%3B+koreksi+pada+gold+sudah+dekat.+Apakah+dampaknya%3F+pasar+saham+akan+diuntungkan.+Saat+gold+benar-benar+terkoreksi%2C+maka+index+saham+Dow+Jones+akan+bergerak+positif+yang+tentunya+akan+diikuti+oleh+index+regional+termasuk+IHSG.Sincerly+YoursGema+Merdeka+Goeyardi%0D%0A%0D%0A%0D%0A14%3A44%26nbsp%3B+REMINDER%3A%3A%3A+AKRA+akan+bagi+dev+idr+200+cum+22+Agt+2011%0D%0A%0D%0A%0D%0A%26nbsp%3B13%3A32%26nbsp%3B%26nbsp%3B+*DJ+S%26amp%3BP%3A+See+Opportunities+In+Asia+Defensive+Stocks%2C+Banks%2C+Food+Companies%0D%0A%0D%0A%0D%0A13%3A32%26nbsp%3B+*S%26amp%3BP+Exec%3A+See+No+Double+Dip+US+Recession+Yet+But+Risks+Higher%0D%0A*S%26amp%3BP+Exec%3A+Asia+Likely+To+Grow+Even+If+US+Slips+Into+Mild+Recession%0D%0A%0D%0A*S%26amp%3BP%3A+China%2C+India%2C+Indonesia+Equity+Markets+More+Resilient+On+Local+Demand%0D%0A%0D%0A%0D%0A11%3A26%26nbsp%3B+LPCK+NOW+TRADES+AT+6.4X+2011+EARNINGS%2C+FAR+BELOW+PROPERTY+INDUSTRIAL+AVERGAE+P%2FE+RATIO+OF+14X%3B+AT+THAT+AVERAGE+LPCK+SHOULD+BE+FAIRLY+TRADED+AT+IDR4%2C200.+%28EPS%3A+IDR298%29+%0D%0A%0D%0A11%3A06+%26nbsp%3BKZ%3A+Lippo+Cikarang+%28LPCK+IJ%29+held+an+analyst+briefing+last+Friday+by+Sarina+Lesmina%0D%0A%0D%0AOur+NAV%2Fsh+for+LPCK+is+Rp4%2C200%2Fsh+%28latest+closing+price+is+Rp1%2C550%29.+Company%27s+NAV+estimate+is+%7ERp9%2C000%2Fsh.+We+use+DCF+wtih+11%25+ave+price.+Company%27s+estimate+implies+an+ave.+and+selling+price+of+Rp1.5m+psm+for+735ha+land+bank+and+based+on+60%25+saleable.%0D%0A%0D%0A%0D%0A10%3A51+%26nbsp%3BMayora+Indah%26nbsp%3B%26nbsp%3B%26nbsp%2u%5B%26nbsp%3B+PDF%26nbsp%3B+%5D%0D%0ASales+growth+focus+-+by+Erwan+Teguh+%2F+Irenne+Achmad+%0D%0A%28MYOR+IJ+$K+MYOR.JK%2C+OUTPERFORM+-+Upgraded%2C+Rp14%2C700+-+Tgt.+Rp17%2C400%2C+Food+%26amp%3B+Beverages%29%0D%0A%0D%0A%0D%0A10%3A50%26nbsp%3B+RUMORS%3A+PWON+ON+PRIVATE+PLACEMENT+ATY+IDR1%2C260%2FSHARE+TO+SINGAPORE+KEPPEL+LAND+%28DISCLAIMER+ON%29%0D%0A%0D%0A%0D%0A09%3A33+%26nbsp%3BAgenda+15+Agustus%26nbsp%3B+Cum+dev+Plaza+Indonesia+2%2C5%2C%26nbsp%3B+cum+clpi+27%2C8%2C+Rupslb+CNKO%2C+TRUB%0D%0A18+Agustus%26nbsp%3B+Rups+INCF%2C+Elty%2C+BUMI+will+publish+the+material+transaction+and+shares+buyback+program%2C+lap+keu+BNBR%0D%0A19+Agustus%26nbsp%3B+RUPSLB+SAIP%2C+kren%2C+cum+dev+BRNA+90%2C+Lap+Keu+BNBR%0D%0A22+Agustus%26nbsp%3B+Cum+dev+Lppf+14%2C0%2C%26nbsp%3B+rupslb+BDMN%2C+rups+lppf%2C%26nbsp%3B+NUSANTARA+INFRASTRUCTURE+RUPSLB%2C+cum+dev+AKRA+200%2C+Lap+Keu+BUMI%0D%0A%0D%0A------------------------------------------------------------------------+%0D%0AMonday+Early+BIRD+Fundamental+Prespective+%28Edwin+Sebayang-MNC+Securites%29..Sepanjang+minggu+ini+data+ekonomi+yg+keluar+di+AS+cukup+byk+spt%3A+penjualan+rumah%2C+manufacturing%2C+CPI+serta+earnings+emiten+spt%3A+Hewlett+Packard%2C+Wal-Mart+%26amp%3B+perlu%26nbsp%3B+mencermati+krisis+hutang+pemerintahan+Euro+Zone+terutama+hasil+pertemuan+antara+Kanselir+Jerman+Anggela+Market+dan+Presiden+Perancis+Nicolas+Sarkozy+Selasa+%2816%2F8%29+serta+apa+yg+akan+dilakukan+Bank+Sentral+Eropa+setelah+mrk+membeli+obligasi+Spanyol+dan+Italy.%0D%0A%0D%0ANaiknya+Indeks+Dow+Jones+Jumat+%2B1.13%25+%28125.71+poin%29+diikuti+turunnya+The+CBOE+Volatility+Index%2C+mendekati+level+36%2C+mengindikasikan+penurunan+Dow+sdh+mereda+dan+berpotensi+menguat+kedepannya+dmn+IDX+akau%1Bkembali+menguat+hr+Senin+%2815%2F8%29+merujuk+menariknya+valuasi+byk+saham+setelah+kejatuhan+tajam+bbrp+waktu+lalu.+Akan+ttp+Investor+MNC+Sec+tetap+perlu+waspada%2C+bukan+mustahil%2C+pergerakan+Dow+Jones+bisa+naik%2Fturun+tajam+spt+minggu+lalu+jk+data+ekonomi+yg+keluar+lebih+buruk+dari+perkiraan+awal.%0D%0A%0D%0AMelihat+tajamnya+volatility+pekan+lalu%2C+ada+5+hal+yg+perlu+dicermati+investor+MNC+Securities%3A%0D%0A1%29+Pertumbuhan+ekonomi+dibyk+negara+maju+turun+atau+stagnan+spt+pertumbuhan+ekonomi+Prancis+yg+hanya+0%25+pd+Q2%2F2011.%0D%0A%0D%0A2%29+Implikasi+jatuhnya+harga+saham+di+AS+%26amp%3B+Eropa+diartikan+investor+di+Eropa+%26amp%3B+AS+tidak+percaya+lagi+atas+proyeksi+Laba+Bersih+emiten2+tahun+depan%3B%0D%0A%0D%0A3%29+Krisis+Zona+Euro+masih+jauh+dari+mereda%2C+ttp+keputusan+Bank+Sentral+membeli+surat+hutang+Italy+dan+Spanyol%2C+paling+sedikit+saat+ini+meredakan+ketegangan.%0D%0A%0D%0A4%29+Bbrp+minggu+kedepan+belum+ada+laporan+ekonomi+yg+sangat+berat+yg+akan+keluar%2C+kecuali+data+GDP+AS+Q3%2F2011+yg+akan+keluar+2+bln+kedepan.%0D%0A%0D%0A5%29+Terjadi+kekhawatiran+atas+kondisi+fundamental+perbankan+di+Eropa+dan+AS%2C+dimana+Bank+Soci%C3%A9t%C3%A9+G%C3%A9n%C3%A9rale%2C+Citi+dan+Bank+of+America+semuanya+membukukan+kejatuhan+tajam+dlm+intraday+trading+lebih+dari+1%2F5+nilai+saham+mrk.%0D%0A%0D%0AMon+IDX+Range%3A+3861-3956%0D%0ABUY%3A+AKRA%2C+ASII%2C+ITMG%2C+SIMP%2C+BBNI%2C+ICBP%2C+GGRM%2C+INDF%2C+ANTM%2C+BBRI%2C+TBLA%2C+MAPI+%28ES-MNC+Sec%2FDisc+On%29