Jumat, 09 September 2011

Jumat 9 September 2011

Stock Pick B7 : UNSP
UNSP ada support kuat MA200 (harga rata2 200 hari), kemaren turun pullback saja.
sedangkan rewardnya ada gap di 405-430.
Happy Cuan
disclaimer On
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15:02  REMINDER:::ritish American Tobacco (2009 PCA) Limited (BAT) has disposed 970.54 million shares in cigarette maker PT Bentoeal Internasional Investama Tbk (RMBA) to UBS AG, London Branch.
BAT has bagged Rp737.61 billion from the shares sale or representing Rp760 per share. Post the sale, BAT still controls 6.19 billion shareholding in Bentoel Investama or 85.55% stake of the total paid-up capital.


14:10  21 September  Rups KBRI, BATAVIA PROSPERINDO FINANCE (BPFI) RUPSLB, rupslb Indonesia paradise property, Sidang FOMC
22 September  rups argo pantes,  BANK PUNDI INDONESIA RIGHT ISSUE, RASIO 6:5 (100) CUM , Rups ADMF, Rups Tanah Laut,  CATUR SENTOSA ADIPRANA (CSAP) DIVIDEND, RP 2 CUM
23 September  rups CFIN
26 September  Rups AMAG,  BUMI said in a letter to the Capital Market Supervisory Agency (Bapepam) today that the company invites an extraordinary meeting of shareholders, BUMI RESOURCES RUPLSB,
27 September  Cum Right Issue KIJA 219:500 (250),  INCO RUPSLB, RUPSLB KIAS
28 September  BBRI RUPSLB, MLBI RUPSLB, SMGR RUPSLB, Cum dev ITMG 1,168, "Update: Tarif tol akan naik mulai tgl 28 sept 11 sekitar 8% - 12%."…. TBLA cum dev Rp20, BUDI ACID JAYA DIVIDEND, RP 8 CUM


14:00  Royal Oak (RODA IJ) update: suspended property company. 68% stake recently bought by Pikko Land; a general offer for the remaining shares will be held at a minimum price of IDR 225/sh. Stock still awaiting re-listing. (Clsa)

10:46  Rumors:lpck mau masuk msci,oktober


10:38  REMINDER::: Price objective basis & risk BORN
Borneo Lumbung Energy (PBTLF)
Our PO is Rp1750. We set our PO on par with its DCF up to the end of its mine
contract (2039), based on the existing reserves of 69mn t in Kohong and potential
reserve upgrade up to 20% of JORC-certified resources. We use a WACC of 12%
to arrive at the cost of equity of 17%. Risks: 1) weather, 2) shareholders'
commitment in BORN, 3) oil/HCC price volatility, and 4) delay in getting the
permits.
(Merrill Lynch)


10:23  APLN 2011 NET PROFIT COULD RISE BY 189% TO IDR700 BILLION FROM IDR242 BILLLION AT THE END OF 2010. EPS IS EQUAL WITH IDR34/SHARE. NOW TRADES AT 10X P/E RATIO VS PROPERTY SECTOR OF 15X. TP: IDR510


09:38  RUMORS: ADRO MAY BE ON PRIVATE PLACEMENT OF AROUND 8% STAKE FOR IDR6.3 TRILLION OR IDR2,500/SHARE. (DISCLAIMER IS HEAVILY ON)


09:15  Bumi Plc fails to be included in Sept 2011 FTSE index due to technicality; it is subject for further review in December

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 Bila saham kembali turun besar-besaran, maka tetap saham pilihan jangan lepas dari Astra group terutama ASII, UNTR, untuk banking BBRI dan BMRI, serta untuk consumer INDF, GGRM, karena saham itulah yang terlihat asing mengumpulkan dan yang menjadi tulang punggung IHSG. (Anggun trader)

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Remainder
BumiPLC.980.000.-45.000-4.390% 
EIDO.32.510.-0.780.-2.343%

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Setelah kemarin kepayahan bertahan di teritory positif, hari ini Bursa Indonesia berpeluang ditutup diteritory negatif seiring kejatuhan Indeks Dow Jones semalam sebesar -119 poin setelah Pidato Chairman Bernanke yg tidak memberikan janji atau detail khusus tindakan apa yg akan diambil The Fed utk bisa mendorong lambatnya pertumbuhan ekonomi AS saat ini sambil menunggu tindakan apa yg akan diambil Pres Obama berkaitan rencana meningkatkan penyerapan tenaga kerja senilai USD 300 miliar.

Dow Jones kembali ditutup turun -1.04% dlm perdagangan Kamis (7/9) dipimpin kejatuhan saham sektor Keuangan dan Industrial yg fluktuatif yg tercermin dlm kenaikan Indeks Ketakutan Konsumer, The CBOE Volatility Indeks yg kembali naik diatas level 34, setelah Chairman The Fed gagal menyediakan informasi tambahan detail ttg bgm mendorong ekonomi AS yg sdg melemah ditengah kenaikan Klaim Tunjangan Pengangguran Mingguan sebesar 2000 mjd 414,000.

Sementara itu, harga emas LM semalam kembali naik tajam +3% ditutup pd level USD 1871.5/troy ounce (Rp 515295/gram) setelah kejatuhan kembali Wall Street semalam.

DOW 11295.81 -1.04%
NAS 2529.14  -0.78%
S&P 1185.90  -1.06%
OIL 89.05 -0.28 -0.32%
GOLD 1871.5  +2.97%
NICKEL 22050.  +1.26%
TIN 24475. +0.41%
CPO 3010. -0.73%
TLK.35.44  (7590)
IIT.33 (5650)

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