11:28 BJBR: 1,210-1,360. It is still trading below its fair value of IDR1,900 based on a simple DCF valuation. It is now trading at a p/e ratio of
10.75X 2011 prospective earnings, far below the banking industrial average of 15.5X. At that average the bank should be fairly valued
at IDR1,900. Best buy is at any levels below IDR1,300.
------------------------------------------------------------------------------
10:35 INILAH.COM, Jakarta - PT Bank Rakyat Indonesia (BRI) Tbk membukukan laba bersih mencapai Rp3,260 triliun pada kuartal I 2011.
Jumlah ini naik 51,58 persen dibanding kuartal I 2010 sebesar Rp2,151 triliun. Peningkatan laba ini didukung total asset yang meningkat 20,70 persen sebesar Rp 366,734 triliun dibanding tahun lalu sebesar Rp 303,843 triliun.
-------------------------------------------------------------------------------
10:28 LSIP 1Q2011: sales +72% to Rp 1.175,8 bn (25% from our 2011F target Rp4.701,5 bn). Net income +134% to Rp394,2 bn (24% from our 2011F target Rp1.637,8 bn). We believe that good performance will continue until year end 2011 supported by high CPO and rubber price. We optimist with our TP at Rp3.000 reflect PE2011F 12,8x. LSIP share price now traded at PE2011F 10x. Potential upside 25%. BUY. (Sugiarto, Lautandhana)
-------------------------------------------------------------------------------
10:18 Laba bersih Krakatau Steel (KRAS) 1Q11 turun sebesar 76%
menjadi Rp113,52 miliar dibandingkan periode yang sama tahun
sebelumnya sebesar Rp468,06 miliar. Penurunan laba disebabkan turunnya penjualan dan meningkatnya beban perseroan.
-------------------------------------------------------------------------------
BZ Key HighLight
Indofood: membukukan laba bersih 1Q11 sebesar Rp1,17 triliun, naik 53% y-o-y. Sementara ICBP membukukan laba bersih 1Q11 sebesar Rp463 miliar, naik 16% y-o-y.
Tambang Batubara Bukit Asam: Laba bersih 1Q11 sebesar Rp760 miliar, naik 104% y-o-y.
Astra International (ASII) : Laba bersih 1Q11 sebesar Rp4,3 triliun, naik 43% y-o-y.
Bank Central Asia (BBCA) : Laba bersih 1Q11 sebesar Rp2,02 triliun, naik 4% y-o-y.
Bank Tabungan Negara (BBTN) : Laba bersih untuk 1Q11 sebesar Rp 245 miliar atau naik 2% y-o-y.
BW Plantation (BWPT) : Laba bersih untuk 1Q11 sebesar Rp 54,1 miliar atau naik 73,45% y-o-y.
Bank BRI (BBRI) : Membagikan dividen 20% dari laba bersih yaitu sebesar Rp 2,3 triliun.
Bank Bukopin (BBKP) : Laba bersih untuk 1Q11 sebesar Rp 156 miliar atau naik 46%
Jumat, 29 April 2011
Berita pagi Jum'at 29 April 2011
Good morning,
Stocks closed at new highs for yet another session despite mixed economic news and a varied batch of earnings reports, putting all three major indices on track for the best April since 2009.
The dollar's weakness helped to push gold prices higher again to record levels. Gold futures for May deliver rose 0.94 percent to $1,530 an ounce, the 12th record settling price for the precious metal in April. Comex silver for May delivery rose 3.4 percent to $47.52, the highest level since Jan. 17, 1980.
The mostly positive tone to the market follows a strong response to Fed Chairman Ben Bernanke's press conference Wednesday, held after the Fed's policy-setting committee met.
It was good for investors to hear Bernanke's explanation of the Fed's thinking, although he didn't say much new. "It gives a lot of confidence to investors".
In Europe, markets closed at an eight-week high, propelled by earnings.
Dow. 12763.31. +72.35.+0.57%
Nasdaq. 2872.53. +2.65. +0.09%
S&P 500. 1360.48. +4.82.+0.36%
FTSE. 6069.90. +1.74. +0.03%
Dax. 7475.22. +70.27.+0.95%
CAC40. 4104.90. +37.18. +0.91%
Russell 2000. 861.55. 3.24. 0.38%
Crude Oil. 112.81. 0.05. 0.04%
Natural Gas. 4.57. 0.16. 3.58%
Gold ($/oz.). 1534.93. 7.58. 0.50%
Rupiah. 8585
Euro. 1.4825
TLKM. 35.34. -0.37. -1.04% Rp 7785
ISAT. 30.26. -0.26. -0.85%.Rp 5196
Vallar. 1,399.00.+0.00 +0.00%
EIDO. 31.29. +0.09.+0.29%
Oil. 112.85. -0.01. -0.01%
Gold. 1531.200.+14.100. +0.93%
Timah. 32050. +0. +0.00%
Nikel. 26795. +85. +0.32%
Coal 22 Apr 121.48 vs.123.12(15 Apr)
CPOJuli3293RM+16RM+0.49%$1114
Corn. 729.250-30.000. -3.95%
SoybeanOil.56.930.-1.480. -2.53%
Wheat. 777.500-34.500. -4.25%
--------------------------------------------------------------------
Friday Early BIRD Edition (Edwin Sebayang-MNC Securities).....
Kembali naiknya Bursa Regional, perkiraan CPI April 2011 yg akan mencapai deflasi -0.3% oleh BPS, terus menguatnya Rupiah yg akan menuju Rp 8500, masa pembagian dividen, akan lebih baiknya Lap Keuangan Q1/2011 serta akan terus menguatnya harga energi dan komoditas metal akibat akan terus melemahnya US Dollar mjd katalis investor wajib melakukan akumulasi beli atas saham berfundamental bagus terlebih yg memberikan dividen pay out ratio yg besar.
Wall Street kembali ditutup pd level tertinggi baru ditengah The CBOE Volatility Index (VIX), cara mengukur indeks ketakutan didalam pasar- turun mencapai level 14, dimana level rata2 VIX sepanjang tahun ini sebesar 18.60 dan jauh lebih kecil dgn periode setara tahun lalu sebesar 22.50 serta beragamnya hasil data ekonomi dan Laporan Keuangan emiten, membuat ke-3 Indeks didalam jalur tertinggi semenjak April 2009.
Akibat lemahnya US Dollar membuat harga emas mencetak level tertinggi baru dan diperkirakan akan terus menguat krn The Fed akan melanjutkan kebijakan Q2 Jilid 3.
DOW 12763.31 +0.56%
NAS 2872.53 +0.09%
S&P 1360.48 +0.36%
OIL 112.77 -0.36%
GOLD 1536 +0.56%
NICKEL.26850. +0.83%
TIN.32050. -2%
CPO. RM.3321. +0.48%
TLK.35.34 (Rp 7580 )
IIT.30.26 (Rp.5193)
Fri IDX Range: 3780-3850
Friday Action Strategy:
BUY: HRUM, BJBR, ANTM, INCO, TINS, ITMG, BORN, PTBA, INDY, INTA, UNTR, BBNI, INTP, INDF, SMGR, MAPI
SELL: ELSA, GIAA, BLTA, BNBR, MIRA (ES-MNC Securities/Disclaimer On)
Have a Lovely Friday & GBU All....
Updating Performance on PTBA Q1/2011: Laba Bersih PTBA Naik Tajam 100.2%
Pd Q1/2011 PTBA membukukan kenaikan revenue sebesar +29.98% (+Rp 534 miliar) mjd sebesar Rp 1.243 triliun. Sementara Operating Profit yg dibukukan Q1/2011 NAIK TAJAM +123.36% (Rp 521.73 miliar) menjadi Rp 944.643 miliar. Alhasil, Net Profit yg dibukukan PTBA pd Q1/2011 juga naik tajam sebesar +100.2% (Rp 366.3 miliar) menjadi Rp 760.92 miliar (Edwin Sebayang-MNC Securities).
KOMENTAR KAMI: Revenue yg diperoleh PTBA in-line dgn eskpektasi awal kami, tetapi Operating Profit dan Net Profit yg dibukukan PTBA lebih tinggi dari ekspektasi awal kami. Melihat pencaain luar biasa tsb, Kami kembali Merekomendasikan BUY atas saham PTBA dengan TP Rp 26.500 dan kemungkinan besar saya akan meng-upgrade TP tsb. (ES-MNC Securities/Disclaimer On)
------------------------------------------------------------------------------
• UOB KayHian Kelapa Gading •
Commentary.
Good news from property stocks like ASRI, APLN, ELTY, BSDE and SMRA. If you have been holding them since 2010 and booked paper losses, Friday, April 29, 2011 this report is important to you. Those stocks are bullish and are likely to record a new yearly high. Use this moment to BUY more at a lower price to get the best
average price. If you plan to make a new BUY, we strongly recommend ASRI, SMRA, and APLN for short-term investments.
Short-term analysis.
This week, the moon will transit to Pisces (28 April) and Aries (30 April) which could create a peak formation. We have found a potential time band between 27 and 29 April followed by a new moon phase on 3 May. The JCI will very
likely peak on those dates at 3,820-3,850 and then consolidate, which is a good time to accumulate big caps. Meanwhile, Mars and Jupiter will meet in a conjunction on 30 April. The price swing could be large and the market will be very attractive this week.
Special Review
Agung Podomoro Land (APLN IJ). The multi-week downside should end its run soon. The weekly momentum is bullish, followed by the bullish daily momentum. Also, the latest support in March coincides with the 90-day solar cycle, which is likely to be a trend change momentum. On 27 April, the stock breached its previous peak and closed
above Rp340 for the first time. The result is highly likely to be a multi-week upside with a target price of at least to Rp400.
Strategy. If you have been holding this stock since the IPO, BUY now to get a better average cost price, at least Rp400-415. We expect the target price to be reached this summer around June-July.
-------------------------------------------------------------------------------------
BUMI RESOURCES MINERALS ( BRMS ) PRICE EST. 900 RUPIAH AT NOMURA. Bumi Resources Minerals of Indonesia Rated New ‘Buy’ at Nomura
BANK NEGARA INDONESIA ( BBNI ) ESTIMATE RAISED TO 5,000 RUPIAH AT CREDIT SUISSE. ESTIMATE RAISED FROM 4,300 RUPIAH AT CREDIT SUISSE
Astra International ( ASII ) 1Q Net Profit IDR4.3 Tln vs IDR3.01 Tln
Bukit Asam ( PTBA ) 1Q Net Profit IDR760.92 Bln Vs IDR365.70 Bln
Bank Central Asia ( BBCA )1Q Net Profit IDR2.02 Tln Vs IDR1.93 Tln
Borneo Lumbung Energy ( BORN ) 1Q Net Pft IDR425.91B Vs IDR10.32B
Bank Rakyat Indonesia ( BBRI )1Q Net Profit IDR3.26 Tln Vs IDR2.15 Tln
INDF 1Q Net Profit IDR1.23 Tln Vs IDR842.72 Bln
------------------------------------------------------------------
Stock Pick :
ASRI, uptrend yg cakep, terlihat sdh di channel atas garis uptrendnya, jika pullback ke bawah, ada support di 290-295, dan yg terkuat di 275-280.
Sedangkan resistnya ada di 310 dan all time new hi 320.
BJBR, penurunan kemaren2 dari 1400, sudah sampai di support kuat 1270-1280, dan menjadi baseline yg kuat untuk naik lebih lanjut.
Resist ada di 1340 dan 1360.
ENRG jika pullback ke bawah... ada support di 146 dan 141.
Always Happy Cuan...
disclaimer On.
Stocks closed at new highs for yet another session despite mixed economic news and a varied batch of earnings reports, putting all three major indices on track for the best April since 2009.
The dollar's weakness helped to push gold prices higher again to record levels. Gold futures for May deliver rose 0.94 percent to $1,530 an ounce, the 12th record settling price for the precious metal in April. Comex silver for May delivery rose 3.4 percent to $47.52, the highest level since Jan. 17, 1980.
The mostly positive tone to the market follows a strong response to Fed Chairman Ben Bernanke's press conference Wednesday, held after the Fed's policy-setting committee met.
It was good for investors to hear Bernanke's explanation of the Fed's thinking, although he didn't say much new. "It gives a lot of confidence to investors".
In Europe, markets closed at an eight-week high, propelled by earnings.
Dow. 12763.31. +72.35.+0.57%
Nasdaq. 2872.53. +2.65. +0.09%
S&P 500. 1360.48. +4.82.+0.36%
FTSE. 6069.90. +1.74. +0.03%
Dax. 7475.22. +70.27.+0.95%
CAC40. 4104.90. +37.18. +0.91%
Russell 2000. 861.55. 3.24. 0.38%
Crude Oil. 112.81. 0.05. 0.04%
Natural Gas. 4.57. 0.16. 3.58%
Gold ($/oz.). 1534.93. 7.58. 0.50%
Rupiah. 8585
Euro. 1.4825
TLKM. 35.34. -0.37. -1.04% Rp 7785
ISAT. 30.26. -0.26. -0.85%.Rp 5196
Vallar. 1,399.00.+0.00 +0.00%
EIDO. 31.29. +0.09.+0.29%
Oil. 112.85. -0.01. -0.01%
Gold. 1531.200.+14.100. +0.93%
Timah. 32050. +0. +0.00%
Nikel. 26795. +85. +0.32%
Coal 22 Apr 121.48 vs.123.12(15 Apr)
CPOJuli3293RM+16RM+0.49%$1114
Corn. 729.250-30.000. -3.95%
SoybeanOil.56.930.-1.480. -2.53%
Wheat. 777.500-34.500. -4.25%
--------------------------------------------------------------------
Friday Early BIRD Edition (Edwin Sebayang-MNC Securities).....
Kembali naiknya Bursa Regional, perkiraan CPI April 2011 yg akan mencapai deflasi -0.3% oleh BPS, terus menguatnya Rupiah yg akan menuju Rp 8500, masa pembagian dividen, akan lebih baiknya Lap Keuangan Q1/2011 serta akan terus menguatnya harga energi dan komoditas metal akibat akan terus melemahnya US Dollar mjd katalis investor wajib melakukan akumulasi beli atas saham berfundamental bagus terlebih yg memberikan dividen pay out ratio yg besar.
Wall Street kembali ditutup pd level tertinggi baru ditengah The CBOE Volatility Index (VIX), cara mengukur indeks ketakutan didalam pasar- turun mencapai level 14, dimana level rata2 VIX sepanjang tahun ini sebesar 18.60 dan jauh lebih kecil dgn periode setara tahun lalu sebesar 22.50 serta beragamnya hasil data ekonomi dan Laporan Keuangan emiten, membuat ke-3 Indeks didalam jalur tertinggi semenjak April 2009.
Akibat lemahnya US Dollar membuat harga emas mencetak level tertinggi baru dan diperkirakan akan terus menguat krn The Fed akan melanjutkan kebijakan Q2 Jilid 3.
DOW 12763.31 +0.56%
NAS 2872.53 +0.09%
S&P 1360.48 +0.36%
OIL 112.77 -0.36%
GOLD 1536 +0.56%
NICKEL.26850. +0.83%
TIN.32050. -2%
CPO. RM.3321. +0.48%
TLK.35.34 (Rp 7580 )
IIT.30.26 (Rp.5193)
Fri IDX Range: 3780-3850
Friday Action Strategy:
BUY: HRUM, BJBR, ANTM, INCO, TINS, ITMG, BORN, PTBA, INDY, INTA, UNTR, BBNI, INTP, INDF, SMGR, MAPI
SELL: ELSA, GIAA, BLTA, BNBR, MIRA (ES-MNC Securities/Disclaimer On)
Have a Lovely Friday & GBU All....
Updating Performance on PTBA Q1/2011: Laba Bersih PTBA Naik Tajam 100.2%
Pd Q1/2011 PTBA membukukan kenaikan revenue sebesar +29.98% (+Rp 534 miliar) mjd sebesar Rp 1.243 triliun. Sementara Operating Profit yg dibukukan Q1/2011 NAIK TAJAM +123.36% (Rp 521.73 miliar) menjadi Rp 944.643 miliar. Alhasil, Net Profit yg dibukukan PTBA pd Q1/2011 juga naik tajam sebesar +100.2% (Rp 366.3 miliar) menjadi Rp 760.92 miliar (Edwin Sebayang-MNC Securities).
KOMENTAR KAMI: Revenue yg diperoleh PTBA in-line dgn eskpektasi awal kami, tetapi Operating Profit dan Net Profit yg dibukukan PTBA lebih tinggi dari ekspektasi awal kami. Melihat pencaain luar biasa tsb, Kami kembali Merekomendasikan BUY atas saham PTBA dengan TP Rp 26.500 dan kemungkinan besar saya akan meng-upgrade TP tsb. (ES-MNC Securities/Disclaimer On)
------------------------------------------------------------------------------
• UOB KayHian Kelapa Gading •
Commentary.
Good news from property stocks like ASRI, APLN, ELTY, BSDE and SMRA. If you have been holding them since 2010 and booked paper losses, Friday, April 29, 2011 this report is important to you. Those stocks are bullish and are likely to record a new yearly high. Use this moment to BUY more at a lower price to get the best
average price. If you plan to make a new BUY, we strongly recommend ASRI, SMRA, and APLN for short-term investments.
Short-term analysis.
This week, the moon will transit to Pisces (28 April) and Aries (30 April) which could create a peak formation. We have found a potential time band between 27 and 29 April followed by a new moon phase on 3 May. The JCI will very
likely peak on those dates at 3,820-3,850 and then consolidate, which is a good time to accumulate big caps. Meanwhile, Mars and Jupiter will meet in a conjunction on 30 April. The price swing could be large and the market will be very attractive this week.
Special Review
Agung Podomoro Land (APLN IJ). The multi-week downside should end its run soon. The weekly momentum is bullish, followed by the bullish daily momentum. Also, the latest support in March coincides with the 90-day solar cycle, which is likely to be a trend change momentum. On 27 April, the stock breached its previous peak and closed
above Rp340 for the first time. The result is highly likely to be a multi-week upside with a target price of at least to Rp400.
Strategy. If you have been holding this stock since the IPO, BUY now to get a better average cost price, at least Rp400-415. We expect the target price to be reached this summer around June-July.
-------------------------------------------------------------------------------------
BUMI RESOURCES MINERALS ( BRMS ) PRICE EST. 900 RUPIAH AT NOMURA. Bumi Resources Minerals of Indonesia Rated New ‘Buy’ at Nomura
BANK NEGARA INDONESIA ( BBNI ) ESTIMATE RAISED TO 5,000 RUPIAH AT CREDIT SUISSE. ESTIMATE RAISED FROM 4,300 RUPIAH AT CREDIT SUISSE
Astra International ( ASII ) 1Q Net Profit IDR4.3 Tln vs IDR3.01 Tln
Bukit Asam ( PTBA ) 1Q Net Profit IDR760.92 Bln Vs IDR365.70 Bln
Bank Central Asia ( BBCA )1Q Net Profit IDR2.02 Tln Vs IDR1.93 Tln
Borneo Lumbung Energy ( BORN ) 1Q Net Pft IDR425.91B Vs IDR10.32B
Bank Rakyat Indonesia ( BBRI )1Q Net Profit IDR3.26 Tln Vs IDR2.15 Tln
INDF 1Q Net Profit IDR1.23 Tln Vs IDR842.72 Bln
------------------------------------------------------------------
Stock Pick :
ASRI, uptrend yg cakep, terlihat sdh di channel atas garis uptrendnya, jika pullback ke bawah, ada support di 290-295, dan yg terkuat di 275-280.
Sedangkan resistnya ada di 310 dan all time new hi 320.
Resist ada di 1340 dan 1360.
ENRG jika pullback ke bawah... ada support di 146 dan 141.
Always Happy Cuan...
disclaimer On.
Kamis, 28 April 2011
Update News and Rumours..:D
15:12 Borneo Lumbung Energy per maret 2011 meraih kenaikan laba bersih 4.026 persen menjadi Rp425,9 miliar dibanding Rp10,32 miliar periode sama tahun sebelumnya. Keterangan kamis menyebutkan pendapatan usaha naik jadi Rp1,2 triliun dari Rp537,2 miliar dan laba operasi menjadi Rp533,6 miliar dari Rp175,44 miliar. Laba sebelum pajak diraih Rp535,03 miliar dari laba sebelum pajak ditahun sebelumnya Rp46,22 miliar.
PT Total Bangun Persada Tbk (TOTL) akhirnya membagikan dividen tunai sebesar
Rp 50,02 miliar, atau 62% dari total laba bersih tahun buku 2010. Tiap pemegang
saham akan mendapatkan Rp 14,67 per saham. Sementara, sisa laba bersih sebesar
Rp 20,75 miliar ditetapkan sebagai laba ditahan.
Pembayaran dividen akan dilakukan pada 8 Juni mendatang. Dengan cum dividen di pasar
reguler dan negosiasi sampai 20 Mei 2011.
---------------------------------------------------------------------
14:45 JAKARTA (Dow Jones)--PT Pertamina said Thursday it has managed to boost crude
oil production in the Offshore Northwest Java block to 30,000 barrels a day
from 21,000 b/d before it bought the block in 2009.
The state-owned oil and gas company is the operator of the block, in which
it bought a 46% stake from BP Plc (BP) for $280 million.
Pertamina is also campaigning to take over from South Korea's Kodeco Energy
Ltd. as operator of the Offshore West Madura block. The Indonesian company has
said that it will invest up to $1 billion over the next five years if it's
allowed to operate the block, boosting crude output to 30,000 b/d from 13,000
b/d currently.
-------------------------------------------------------------------------
14:19 REMINDER:::Agenda 29 April 2011 Rups TGKA, GIAA, BLTA, AALI, Akhir tender offer SOBI Rp 3500 , Bank Tabungan Negara (BBTN IJ) is scheduled to announce its 1Q11 result, Lap Keu EXCL
-------------------------------------------------------------------------
11:53 Japfa Comfeed Indonesia (BUY/Rp3,525/Target: Rp4,175)
So Good Food’s spin-off will have minimal impact on earnings. The US$100m cash proceeds may be used for the next corporate action. (UOB)
--------------------------------------------------------------------------
11:25 Dividen BRI sebesar Rp 70,04/ saham, tgl pencatatan 1 Juni 2011
---------------------------------------------------------------------------
BJBR reported net profit of 260.1bn in 1Q11 (+22.7% yoy), 22.8% of FY11 consensus estimates.
Loans grew by 29.1% yoy to Rp24.7tn, bringing LDR to increase slightly to 70.2% at end Mar11 compared with 69.9% at
end Mar10.
NPL increased to 2.4% at end Mar11 compared with 2.1% at end Mar10. This ,mainly came from commercial segment.
At current price, the stock is trading at 2011F PER of 11.5x and P/BV of 2.3x based on consensus estimates.
-----------------------------------------------------------------------------
10:36 (BTPN IJ / BTPN.JK, OUTPERFORM - Upgraded, Rp2,600 - Tgt. Rp3,500, Banks
Agung Podomoro Cetak Laba Bersih Naik 494%
http://pasarmodal.inilah.com/read/detail/1459922/agung-podomoro-cetak-laba-bersih-naik-494
http://pasarmodal.inilah.com/read/detail/1459852/laba-bersih-bwpt-naik-68-di-q1-2011
PT Total Bangun Persada Tbk (TOTL) akhirnya membagikan dividen tunai sebesar
Rp 50,02 miliar, atau 62% dari total laba bersih tahun buku 2010. Tiap pemegang
saham akan mendapatkan Rp 14,67 per saham. Sementara, sisa laba bersih sebesar
Rp 20,75 miliar ditetapkan sebagai laba ditahan.
Pembayaran dividen akan dilakukan pada 8 Juni mendatang. Dengan cum dividen di pasar
reguler dan negosiasi sampai 20 Mei 2011.
---------------------------------------------------------------------
14:45 JAKARTA (Dow Jones)--PT Pertamina said Thursday it has managed to boost crude
oil production in the Offshore Northwest Java block to 30,000 barrels a day
from 21,000 b/d before it bought the block in 2009.
The state-owned oil and gas company is the operator of the block, in which
it bought a 46% stake from BP Plc (BP) for $280 million.
Pertamina is also campaigning to take over from South Korea's Kodeco Energy
Ltd. as operator of the Offshore West Madura block. The Indonesian company has
said that it will invest up to $1 billion over the next five years if it's
allowed to operate the block, boosting crude output to 30,000 b/d from 13,000
b/d currently.
-------------------------------------------------------------------------
14:19 REMINDER:::Agenda 29 April 2011 Rups TGKA, GIAA, BLTA, AALI, Akhir tender offer SOBI Rp 3500 , Bank Tabungan Negara (BBTN IJ) is scheduled to announce its 1Q11 result, Lap Keu EXCL
-------------------------------------------------------------------------
11:53 Japfa Comfeed Indonesia (BUY/Rp3,525/Target: Rp4,175)
So Good Food’s spin-off will have minimal impact on earnings. The US$100m cash proceeds may be used for the next corporate action. (UOB)
Bank BTPN Tbk mencatatkan kenaikan laba bersih sebesar 76% menjadi Rp271,9 miliar pada kuartal I-2011 dari Rp154,6 miliar pada periode serupa 2010.
--------------------------------------------------------------------------
11:25 Dividen BRI sebesar Rp 70,04/ saham, tgl pencatatan 1 Juni 2011
---------------------------------------------------------------------------
BJBR reported net profit of 260.1bn in 1Q11 (+22.7% yoy), 22.8% of FY11 consensus estimates.
Loans grew by 29.1% yoy to Rp24.7tn, bringing LDR to increase slightly to 70.2% at end Mar11 compared with 69.9% at
end Mar10.
NPL increased to 2.4% at end Mar11 compared with 2.1% at end Mar10. This ,mainly came from commercial segment.
At current price, the stock is trading at 2011F PER of 11.5x and P/BV of 2.3x based on consensus estimates.
-----------------------------------------------------------------------------
10:36 (BTPN IJ / BTPN.JK, OUTPERFORM - Upgraded, Rp2,600 - Tgt. Rp3,500, Banks
Agung Podomoro Cetak Laba Bersih Naik 494%
http://pasarmodal.inilah.com/read/detail/1459922/agung-podomoro-cetak-laba-bersih-naik-494
http://pasarmodal.inilah.com/read/detail/1459852/laba-bersih-bwpt-naik-68-di-q1-2011
Berita Pagi Kamis 28 April 2011
Stocks ended sharply higher, climbing to new multi-year highs after Federal Reserve Chairman Ben Bernanke spoke to the press on Wednesday.
Dow. 12690.96. +95.59. +0.76%
Nasdaq. 2689.88. +22.34. +0.78%
S&P 500. 1355.66. +8.42. +0.62%
FTSE. 6068.16. -1.20. -0.02%
Dax. 7404.95. +48.44. +0.66%
CAC40. 4067.52. +22.43. +0.55%
Oil. 113.19. +0.98. +0.87%
Gold. 1527.600. +24.100.+1.60%
Rupiah. 8633
Euro. 1.4779
TLKM. 35.71.+0.71.+2.03% Rp 7707
ISAT. 30.52.+0.17.+0.55%.Rp 5270
Vallar. 1,399.00.+6.50 +0.47%
EIDO. 31.20. +0.14.+0.45%
Timah. 32050. -625. -1.91%
Nikel. 26710. +75. +0.28%
CPOJuli3270RM-53RM+1.59%$1110
Corn. 759.250-13.500. -1.75%
SoybeanOil.58.410.-0.210. -0.36%
Wheat. 812.000-35.000. -4.13%
Coal 22 Apr 121.48 vs.123.12(15 Apr)
--------------------------------------------------------------------
Thursday PART 1 Early BIRD Edition (Edwin Sebayang-MNC Securities).....
STRONG BUY Alias HAJAR KANAN!!! Itulah Kalimat pembuka pertama dan utama Saya dlm edisi Early BIRD PART 1 pagi ini setelah mendengar penjelasan Chairman The Fed, Ben Bernanke bahwa The Fed akan MELANJUTKAN Kebijakan Program Stimulus alias kebijakan Quantitative Easing karena The Fed memproyeksikan Pertumbuhan Ekonomi AS 2011 bertumbuh MELAMBAT dimana AS diperkirakan hanya akan bertumbuh sekitar 3.1% s/d 3.3%, lebih kecil dari perkiraan yg dibuat awal Januari sekitar 3.4% s/d 3.9%serta inflasi 2011 diperkirakan meningkat mjd 2.8% dari perkiraan awal sebesar 2.8% akibat naiknya harga minyak mentah, tetapi Inflasi Inti alias Core Inflation meningkat marginal mjd 1.3% s/d 1.6%.
Sdgkan Tingkat Pengangguran diperkirakan menurun ttp msh berada diatas periode rata-rata perkiraan 3 tahun dimana utk Thn 2011, The Fed memperkirakan US Unemployment Rate akan sebesar 8.4% s/d 8.7%, lebih baik dari perkiraan bln January sebesar 8.9% s/d 9.0%.
Yang terpenting Pertanyaan nya adalah saham apa yg kudu wajib dibeli!? Dari statement Chairman The Fed tsb, Saya memperkirakan ada indikasi The Fed msh akan melanjutkan Kebijakan QE Jilid 3 walaupun mungkin dlm format lain dmn itu artinya The Fed blm akan menaikkan Fed Rate dan US Dollar berpotensi msh akan melemah kedepannya dmn itu artinya dgn US Dollar murah tsb harga komoditas energi (oil, coal) dan berbasis metal (gold, nickel & tin) berpotensi terus meningkat.
DOW 12690.96 +0.76%
NAS 2869.88 +0.78%
S&P 1355.66 +0.62%
OIL 113.18 +1.06%
GOLD 1527.5 +1.68%
NICKEL.26630. -0.07%
TIN.32700. 0%
CPO. RM.3305. -1.49%
TLK.35.71 (Rp 7700)
IIT.30.52 (Rp.5265)
Thu IDX Range: 3780-3850
STRONG BUY: BJBR, BMRI, BBRI, INCO, ITMG, BORN, PTBA, HRUM, INDY, INTA, UNTR, BBNI, TINS, INTP, INDF, SMGR, MAPI
SELL: ELSA, GIAA, BLTA, BNBR, MIRA (ES-MNC Securities/Disclaimer On)
Have a Profitable Trading & GBU All....
---------------------------------------------------------------------------
Thursday PART 2 Early BIRD Edition (Edwin Sebayang-MNC Securities).....
Bgm dampaknya terhadap BI Rate, Rupiah, Cadangan Devisa RI dan Bursa Indonesia? Dengan pertimbangan Inflasi Indonesia thn 2011 akan berada di level 6.5% (spt tercantum dlm MNC Research Division Investment Outlook 2011), Saya memperkirakan BI Rate sampai akhir thn 2011 akan berada pd range 7.0% - 7.25%, maka itu artinya ruang penyaluran kredit perbankan Indonesia akan terus bertumbuh diatas 23% (membuat saham perbankan layak dibeli) dan Rupiah berpotensi terus menguat ke level Rp 8500 akibat Capital Inflow akan terus mengalir akibat US Dollar murah tsb dan Cadangan Devisa RI bisa berada diatas US 105 miliar.
Dengan inflasi yg rendah, BI Rate yg rendah, EPS 2011E 25%, Rupiah menuju Rp 8500, dan capital inflow yg msh cukup besar serta GDP growth 2011E sekitar 6.6%dan GDP per capita naik mjd USD 3230 maka Bursa Indonesia diperkirakan akan mudah melalui level 4000 pada tahun 2011 ini. (ES-MNC Securities/Disclaimer On)
------------------------------------------------------------------------
News today: adhi karya (adhi) dikabarkan menangi tender proyek gdg baru dpr dengan nilai anggaran 1.13 T. Elnusa, Tbk(Elsa) anak usaha dari pertamina akan berencana membeli kapal seismik dan dimungkinkan akan dikerek ke 500 rupiah.
Laba Bank Jabar (BJBR) Triwulan I 2011 diinformasikan Naik 140 persen dibandingkan dengan periode thn lalu (YoY) angka lebih tinggi dibandingkan dengan konsesus analis asing. (Disclaimer)
@MNCN berencana akan membagikan dividen sebesar Rp 15 per saham.
Menurut Harry Tanoe, Direktur Utama MNCN, jumlah keseluruhan
dana yang dianggarkan untuk dibagikan kepada pemegang saham
itu mencapai Rp 207,32 miliar. Angka ini setara dengan sekitar
30% dari laba bersih tahun lalu.
@BMTR membagikan dividen tunai dari perolehan laba bersih 2010 sebesar Rp 137,94 miliar atau setara Rp 10 per saham. Dividen ini
meningkat dibandingkan tahun lalu yang sebesar Rp 5 per saham
atau senilai total Rp 68,8 miliar.
@MAPI mencatatkan laba bersih sebesar Rp 44 miliar pada kuartal-I 2011.
Angka ini tumbuh sebesar 45% dari periode yang sama tahun sebelumnya
sebesar Rp 30 miliar.
"Penjualan bersih kita pun naik 21% dari Rp 1,05 triliun menjadi Rp
1,27 triliun," kata Sekretaris Perusahaan MAPI Fetty Kwartati.
----------------------------------------------------------------------------
Stock Pick
BNBR, Ngetem di resist 67, next resist adalah 70, 73.
ELTY ngetem di MA200 144, dgn volume besar kemaren, bukannya tidak mungkin manggung hari ini.
next resist 148, 150.
Jangan lupakan juga BORN, ngetem lagi di 1720.
Happy Cuan !
disclaimer On ya...:D
Dow. 12690.96. +95.59. +0.76%
Nasdaq. 2689.88. +22.34. +0.78%
S&P 500. 1355.66. +8.42. +0.62%
FTSE. 6068.16. -1.20. -0.02%
Dax. 7404.95. +48.44. +0.66%
CAC40. 4067.52. +22.43. +0.55%
Oil. 113.19. +0.98. +0.87%
Gold. 1527.600. +24.100.+1.60%
Rupiah. 8633
Euro. 1.4779
TLKM. 35.71.+0.71.+2.03% Rp 7707
ISAT. 30.52.+0.17.+0.55%.Rp 5270
Vallar. 1,399.00.+6.50 +0.47%
EIDO. 31.20. +0.14.+0.45%
Timah. 32050. -625. -1.91%
Nikel. 26710. +75. +0.28%
CPOJuli3270RM-53RM+1.59%$1110
Corn. 759.250-13.500. -1.75%
SoybeanOil.58.410.-0.210. -0.36%
Wheat. 812.000-35.000. -4.13%
Coal 22 Apr 121.48 vs.123.12(15 Apr)
--------------------------------------------------------------------
Thursday PART 1 Early BIRD Edition (Edwin Sebayang-MNC Securities).....
STRONG BUY Alias HAJAR KANAN!!! Itulah Kalimat pembuka pertama dan utama Saya dlm edisi Early BIRD PART 1 pagi ini setelah mendengar penjelasan Chairman The Fed, Ben Bernanke bahwa The Fed akan MELANJUTKAN Kebijakan Program Stimulus alias kebijakan Quantitative Easing karena The Fed memproyeksikan Pertumbuhan Ekonomi AS 2011 bertumbuh MELAMBAT dimana AS diperkirakan hanya akan bertumbuh sekitar 3.1% s/d 3.3%, lebih kecil dari perkiraan yg dibuat awal Januari sekitar 3.4% s/d 3.9%serta inflasi 2011 diperkirakan meningkat mjd 2.8% dari perkiraan awal sebesar 2.8% akibat naiknya harga minyak mentah, tetapi Inflasi Inti alias Core Inflation meningkat marginal mjd 1.3% s/d 1.6%.
Sdgkan Tingkat Pengangguran diperkirakan menurun ttp msh berada diatas periode rata-rata perkiraan 3 tahun dimana utk Thn 2011, The Fed memperkirakan US Unemployment Rate akan sebesar 8.4% s/d 8.7%, lebih baik dari perkiraan bln January sebesar 8.9% s/d 9.0%.
Yang terpenting Pertanyaan nya adalah saham apa yg kudu wajib dibeli!? Dari statement Chairman The Fed tsb, Saya memperkirakan ada indikasi The Fed msh akan melanjutkan Kebijakan QE Jilid 3 walaupun mungkin dlm format lain dmn itu artinya The Fed blm akan menaikkan Fed Rate dan US Dollar berpotensi msh akan melemah kedepannya dmn itu artinya dgn US Dollar murah tsb harga komoditas energi (oil, coal) dan berbasis metal (gold, nickel & tin) berpotensi terus meningkat.
DOW 12690.96 +0.76%
NAS 2869.88 +0.78%
S&P 1355.66 +0.62%
OIL 113.18 +1.06%
GOLD 1527.5 +1.68%
NICKEL.26630. -0.07%
TIN.32700. 0%
CPO. RM.3305. -1.49%
TLK.35.71 (Rp 7700)
IIT.30.52 (Rp.5265)
Thu IDX Range: 3780-3850
STRONG BUY: BJBR, BMRI, BBRI, INCO, ITMG, BORN, PTBA, HRUM, INDY, INTA, UNTR, BBNI, TINS, INTP, INDF, SMGR, MAPI
SELL: ELSA, GIAA, BLTA, BNBR, MIRA (ES-MNC Securities/Disclaimer On)
Have a Profitable Trading & GBU All....
---------------------------------------------------------------------------
Thursday PART 2 Early BIRD Edition (Edwin Sebayang-MNC Securities).....
Bgm dampaknya terhadap BI Rate, Rupiah, Cadangan Devisa RI dan Bursa Indonesia? Dengan pertimbangan Inflasi Indonesia thn 2011 akan berada di level 6.5% (spt tercantum dlm MNC Research Division Investment Outlook 2011), Saya memperkirakan BI Rate sampai akhir thn 2011 akan berada pd range 7.0% - 7.25%, maka itu artinya ruang penyaluran kredit perbankan Indonesia akan terus bertumbuh diatas 23% (membuat saham perbankan layak dibeli) dan Rupiah berpotensi terus menguat ke level Rp 8500 akibat Capital Inflow akan terus mengalir akibat US Dollar murah tsb dan Cadangan Devisa RI bisa berada diatas US 105 miliar.
Dengan inflasi yg rendah, BI Rate yg rendah, EPS 2011E 25%, Rupiah menuju Rp 8500, dan capital inflow yg msh cukup besar serta GDP growth 2011E sekitar 6.6%dan GDP per capita naik mjd USD 3230 maka Bursa Indonesia diperkirakan akan mudah melalui level 4000 pada tahun 2011 ini. (ES-MNC Securities/Disclaimer On)
------------------------------------------------------------------------
News today: adhi karya (adhi) dikabarkan menangi tender proyek gdg baru dpr dengan nilai anggaran 1.13 T. Elnusa, Tbk(Elsa) anak usaha dari pertamina akan berencana membeli kapal seismik dan dimungkinkan akan dikerek ke 500 rupiah.
Laba Bank Jabar (BJBR) Triwulan I 2011 diinformasikan Naik 140 persen dibandingkan dengan periode thn lalu (YoY) angka lebih tinggi dibandingkan dengan konsesus analis asing. (Disclaimer)
@MNCN berencana akan membagikan dividen sebesar Rp 15 per saham.
Menurut Harry Tanoe, Direktur Utama MNCN, jumlah keseluruhan
dana yang dianggarkan untuk dibagikan kepada pemegang saham
itu mencapai Rp 207,32 miliar. Angka ini setara dengan sekitar
30% dari laba bersih tahun lalu.
@BMTR membagikan dividen tunai dari perolehan laba bersih 2010 sebesar Rp 137,94 miliar atau setara Rp 10 per saham. Dividen ini
meningkat dibandingkan tahun lalu yang sebesar Rp 5 per saham
atau senilai total Rp 68,8 miliar.
@MAPI mencatatkan laba bersih sebesar Rp 44 miliar pada kuartal-I 2011.
Angka ini tumbuh sebesar 45% dari periode yang sama tahun sebelumnya
sebesar Rp 30 miliar.
"Penjualan bersih kita pun naik 21% dari Rp 1,05 triliun menjadi Rp
1,27 triliun," kata Sekretaris Perusahaan MAPI Fetty Kwartati.
----------------------------------------------------------------------------
Stock Pick
next resist 148, 150.
Jangan lupakan juga BORN, ngetem lagi di 1720.
Happy Cuan !
disclaimer On ya...:D
Rabu, 27 April 2011
update news and rumours...:D
11:32 Bank Rakyat Target Raised To IDR7200 Vs IDR6100-Morgan Stanley
CMNP PROPOSES IDR62/SHARE DIVIDEND; YIELD 5.36%
-----------------------------------------------------------------------------------
11:25 Global market info: We predict that pool of funds from some global investors particularly US investors will flow to Indonesia stock exchange during May - June 2011.Most US investors are considering to allocate their funds into emerging market included Indonesia after responded S&P's statement on downgrading US credit rating. Indonesia is seen as an attractive investment destination since the country has strong & stable economic growth in recent years which also supportrd by improving credit rating. Therefore,we recommend investors to focus on consumers,resources, banking,and infrastructure related stocks which will be considered as investment target by those US investors. (Norico Gaman-BNIS)
-------------------------------------------------------------------------------------
11:10 Salah satu hasil RUPS: HRUM rencana bagikan deviden IDR244.1 per lembar.yield dev 2.6%
-------------------------------------------------------------------------------------
10:37 Japan’s sovereign-rating outlook was cut to “negative” by Standard & Poor’s as the nation’s reconstruction needs following last month’s earthquake will likely add to what’s already the world’s biggest debt loan.
-------------------------------------------------------------------------------------
10:23 BORN: Q1 2011 Net Income Jumps 85% from Q4 2010. Target price Rp2,000 upgrade by Deutsche Bank Securities (DB)
CMNP PROPOSES IDR62/SHARE DIVIDEND; YIELD 5.36%
-----------------------------------------------------------------------------------
11:25 Global market info: We predict that pool of funds from some global investors particularly US investors will flow to Indonesia stock exchange during May - June 2011.Most US investors are considering to allocate their funds into emerging market included Indonesia after responded S&P's statement on downgrading US credit rating. Indonesia is seen as an attractive investment destination since the country has strong & stable economic growth in recent years which also supportrd by improving credit rating. Therefore,we recommend investors to focus on consumers,resources, banking,and infrastructure related stocks which will be considered as investment target by those US investors. (Norico Gaman-BNIS)
-------------------------------------------------------------------------------------
11:10 Salah satu hasil RUPS: HRUM rencana bagikan deviden IDR244.1 per lembar.yield dev 2.6%
-------------------------------------------------------------------------------------
10:37 Japan’s sovereign-rating outlook was cut to “negative” by Standard & Poor’s as the nation’s reconstruction needs following last month’s earthquake will likely add to what’s already the world’s biggest debt loan.
-------------------------------------------------------------------------------------
10:23 BORN: Q1 2011 Net Income Jumps 85% from Q4 2010. Target price Rp2,000 upgrade by Deutsche Bank Securities (DB)
Berita Pagi Rabu, 27 April 2011
Stocks rallied to close at multi-year highs Tuesday after several robust earnings reports and a surprisingly strong report on consumer confidence added to increasing optimism about economy.
Dow. 12595.37. +115.49+0.93%
Nasdaq. 2847.54. +21.66. +0.77%
S&P 500. 1347.24. +11.99. +0.9%
FTSE. 6069.36. +51.06 +0.85%
Dax. 7356.51. +61.02. +0.84%
CAC40. 4045.29. +23.41 +0.58%
Oil. 112.21. -0.07 -0.06%
Gold. 1503.500. -5.600. -0.37%
Rupiah. 8652.5
Euro. 1.4647
TLKM. 35.00. -0.04. -0.11%. Rp 7571
ISAT. 30.35. -0.79. -2.52%. Rp 5252
Vallar. 1,400.00.+20.00 +1.45%
EIDO. 31.06. -0.04. -0.13%
Timah. 32675. -25. -0.08%
Nikel. 26635. -205. -0.76%
CPOJuli3330RM-30RM-0.89%$1116
Corn. 772.750 +4.250.+0.55%
SoybeanOil.58.620.-0.200. -0.34%
Wheat. 847.000 -14.250.-1.65%
Coal 22 Apr 121.48 vs.123.12(15 Apr)
---------------------------------------------------------------------
Wednesday Early BIRD Edition
(Edwin Sebayang)
Bounce-back nya Wall Street semalam mencapai level tertinggi sejak Juni 2008, cum dividennya bbrp emiten, laporan Q1/2011 yg diperkirakan lebih baik. Dr periode Q1/2010, outlook Rupiah menuju Rp 8500 serta perkiraan CPI April yg akan tjd deflasi -0.1 s/d -0.2% mjd katalis Bursa Indonesia menguat setelah turun 2 hari berturut-turut ttp dgn volume dan value trading yg kecil.
Terjadi rally di Wall Street dan ditutup Naik di level tertinggi sejak Juni 2008 dlm perdagangan Selasa setelah keluarnya data earnings emiten yg menakjubkan spt: Ford, 3M & UPS, serta laporan yg kuat mengenai tingkat naiknya level kepercayaan konsumen AS bln April mjd 65.4 dari level revisi 63.8 pd bulan Maret walaupun harga bensin lokal mengalami kenaikan menambah optimisme
arief_hoki: pelaku pasar AS mengenai ekonomi mrk.
Sejauh ini, 75% dari 151 emiten yg telah mengeluarkan Lap Keuangan Q1/2011 dilaporkan telah melebihi prediksi awal earnings, sementara 70% telah melebihi prediksi awal revenue, menurut laporan Thomson Reuters.
Nilai perdagangan di NYSE Selasa (26/4) sebesar 7.22 miliar lembar, lebih besar dan ramai ketimbang trading Senin yg hanya sebesar 5.34 miliar lembar, tetapi masih lebih kecil dari rata-rata perdagangan tahun 2010 sebesar 8.47 miliar saham.
DOW 12595.37 +0.93%
NAS 2847.54 +0.77%
S&P 1347.24 +0.9%
OIL 111.99 -0.22%
GOLD 1502. -0.38%
NICKEL.26650. -0.93%
TIN.32700. +0.15%
CPO. RM.3355. -0.74%
TLK.35 (Rp.7569)
IIT.30.35 (Rp.5251)
Wed IDX Range: 3750-3810
Wednesday Action Strategy:
BUY: AKRA, INCO, INTA, BJBR, BMRI, ITMG, PTBA, UNTR, BBNI, BBTN, INTP, INDF, SMGR, MAPI
SELL: ELSA, GIAA, BLTA, BNBR, MIRA
(ES-Disclaimer On)
----------------------------------------------------------------------------
Standard & Poor's Ratings Services menetapkan peringkat BB+ terhadap rencana penerbitan obligasi global Indonesia.
Pemerintah saat ini sedang menjajaki penerbitan obligasi global senilai sekitar US$1,5 miliar untuk membiayai APBN pada tahun ini.
Analis Kredit S&P Agost Benard mengungkapkan obligasi tersebut direncanakan mempunyai tenor 10 tahun dan merupakan bagian dari program global medium term notes senilai US$9 miliar. Indonesia memiliki peringkat BB+ dengan prospek positif.
"Peringkat terhadap Indonesia didukung oleh perbaikan yang berkelanjutan terhadap neraca pemerintah dan likuiditas eksternal," paparnya malam ini.
Meski, lanjut dia, peringkat ini dihadapkan kepada rendahnya pendapatan per kapita dan tingkat inflasi yang relatif tinggi. Selain itu, adanya hambatan struktural dan institusional terhadap pertumbuhan yang lebih tinggi, serta adanya kerentanan gincangan eksternal terhadap pasar modal domestik.
Agost mengungkapkan opsi peningkatan peringkat Indonesia apabila tingkat inflasi bisa dikendalikan, terjadi perbaikan neraca, serta rasionalisasi subsidi.
UBS Indonesia Deutsche Bank dan JP Morgan bertindak sebagai penjamin pelaksana emisi dalam penerbitan obligasi global ini.
------------------------------------------------------------------------
Stock Pick
UNSP, setelah 2 bulan sideways, kemaren breakout di 365, target selanjutnya adalah 395, 405.
DOID, mulai pullback, semoga bisa dapet di 1230, cakep !
BUMI, sangat patuh dgn MA20 (garis coklat)....:D
Congrats ya, sdh Cuan AKRA.
Always happy cuan
disclaimer On
Dow. 12595.37. +115.49+0.93%
Nasdaq. 2847.54. +21.66. +0.77%
S&P 500. 1347.24. +11.99. +0.9%
FTSE. 6069.36. +51.06 +0.85%
Dax. 7356.51. +61.02. +0.84%
CAC40. 4045.29. +23.41 +0.58%
Oil. 112.21. -0.07 -0.06%
Gold. 1503.500. -5.600. -0.37%
Rupiah. 8652.5
Euro. 1.4647
TLKM. 35.00. -0.04. -0.11%. Rp 7571
ISAT. 30.35. -0.79. -2.52%. Rp 5252
Vallar. 1,400.00.+20.00 +1.45%
EIDO. 31.06. -0.04. -0.13%
Timah. 32675. -25. -0.08%
Nikel. 26635. -205. -0.76%
CPOJuli3330RM-30RM-0.89%$1116
Corn. 772.750 +4.250.+0.55%
SoybeanOil.58.620.-0.200. -0.34%
Wheat. 847.000 -14.250.-1.65%
Coal 22 Apr 121.48 vs.123.12(15 Apr)
---------------------------------------------------------------------
Wednesday Early BIRD Edition
(Edwin Sebayang)
Bounce-back nya Wall Street semalam mencapai level tertinggi sejak Juni 2008, cum dividennya bbrp emiten, laporan Q1/2011 yg diperkirakan lebih baik. Dr periode Q1/2010, outlook Rupiah menuju Rp 8500 serta perkiraan CPI April yg akan tjd deflasi -0.1 s/d -0.2% mjd katalis Bursa Indonesia menguat setelah turun 2 hari berturut-turut ttp dgn volume dan value trading yg kecil.
Terjadi rally di Wall Street dan ditutup Naik di level tertinggi sejak Juni 2008 dlm perdagangan Selasa setelah keluarnya data earnings emiten yg menakjubkan spt: Ford, 3M & UPS, serta laporan yg kuat mengenai tingkat naiknya level kepercayaan konsumen AS bln April mjd 65.4 dari level revisi 63.8 pd bulan Maret walaupun harga bensin lokal mengalami kenaikan menambah optimisme
arief_hoki: pelaku pasar AS mengenai ekonomi mrk.
Sejauh ini, 75% dari 151 emiten yg telah mengeluarkan Lap Keuangan Q1/2011 dilaporkan telah melebihi prediksi awal earnings, sementara 70% telah melebihi prediksi awal revenue, menurut laporan Thomson Reuters.
Nilai perdagangan di NYSE Selasa (26/4) sebesar 7.22 miliar lembar, lebih besar dan ramai ketimbang trading Senin yg hanya sebesar 5.34 miliar lembar, tetapi masih lebih kecil dari rata-rata perdagangan tahun 2010 sebesar 8.47 miliar saham.
DOW 12595.37 +0.93%
NAS 2847.54 +0.77%
S&P 1347.24 +0.9%
OIL 111.99 -0.22%
GOLD 1502. -0.38%
NICKEL.26650. -0.93%
TIN.32700. +0.15%
CPO. RM.3355. -0.74%
TLK.35 (Rp.7569)
IIT.30.35 (Rp.5251)
Wed IDX Range: 3750-3810
Wednesday Action Strategy:
BUY: AKRA, INCO, INTA, BJBR, BMRI, ITMG, PTBA, UNTR, BBNI, BBTN, INTP, INDF, SMGR, MAPI
SELL: ELSA, GIAA, BLTA, BNBR, MIRA
(ES-Disclaimer On)
----------------------------------------------------------------------------
Standard & Poor's Ratings Services menetapkan peringkat BB+ terhadap rencana penerbitan obligasi global Indonesia.
Pemerintah saat ini sedang menjajaki penerbitan obligasi global senilai sekitar US$1,5 miliar untuk membiayai APBN pada tahun ini.
Analis Kredit S&P Agost Benard mengungkapkan obligasi tersebut direncanakan mempunyai tenor 10 tahun dan merupakan bagian dari program global medium term notes senilai US$9 miliar. Indonesia memiliki peringkat BB+ dengan prospek positif.
"Peringkat terhadap Indonesia didukung oleh perbaikan yang berkelanjutan terhadap neraca pemerintah dan likuiditas eksternal," paparnya malam ini.
Meski, lanjut dia, peringkat ini dihadapkan kepada rendahnya pendapatan per kapita dan tingkat inflasi yang relatif tinggi. Selain itu, adanya hambatan struktural dan institusional terhadap pertumbuhan yang lebih tinggi, serta adanya kerentanan gincangan eksternal terhadap pasar modal domestik.
Agost mengungkapkan opsi peningkatan peringkat Indonesia apabila tingkat inflasi bisa dikendalikan, terjadi perbaikan neraca, serta rasionalisasi subsidi.
UBS Indonesia Deutsche Bank dan JP Morgan bertindak sebagai penjamin pelaksana emisi dalam penerbitan obligasi global ini.
------------------------------------------------------------------------
Stock Pick
Congrats ya, sdh Cuan AKRA.
Always happy cuan
disclaimer On
Selasa, 26 April 2011
Update News and Rumors....:D
14:07 BORN posisi 1670 5k, 1680 4k
turun hari ini ga ada volume, hanya sekitar 36k. Padahal kemaren waktu di tarik ke 1720, volumenya 160k.
Juga ada support Break Out di 1660...
So....1660-1670 adalah harga diskon.
----------------------------------------------------------------------
13:45 Info Gempa Mag:6.3 SR, 26-Apr-11 13:39:33 WIB, Lok:8.60 LS,108.36 BT (120 km BaratDaya CILACAP-JATENG), Kedlmn:24 Km
-----------------------------------------------------------------------
13:25 Astra Agro 1Q Net Profit IDR682.23 Bln Vs 284.209 Bln
Indonesian Government: To Ask Telkom To Put Aside 55% Of 2010 Net Profit For Div Payment
-----------------------------------------------------------------------
11:18 REMINDER::27 April 2011:: Rups DYNA, MNCN, BMTR, HRUM, BNLI, AUTO (stocksplit dn dev), Cum Dev NIKL 10, Indonesia To Sell Global Bond
28 April 2011:: Rups BBRI,BHIT, BCAP, ASGR, ADMF, DLTA, IATA, BWPT, Jkt Setiabudi, Malindo Feedmill (MAIN), Megapolitan Dev (EMDE), MKPI, TOTL, BBLD, Chinese Prime Minister Hu Jin Tao is visiting Indonesia From April 28. This may include China's focus to get more Indonesian coal and other commodities. The visit could also pave a way to renew talks on possible partnership in Kimia Farma…, Dep Perdagangan AS Akan merilis estimasi pertumbuhan PDB AS Q1.
-----------------------------------------------------------------------
10:23 Bumi first quarter net profit may rise by 61% to $160 million from $96.8 million a year earlier due to higher average selling price of its coal and sales volume and lower cost of debt.
-----------------------------------------------------------------------
09:23 Hingga 1Q11, pendapatan PT Holcim Indonesia (SMCB) diperkirakan mengalami kenaikan lebih
dari 15% dimana membukukan penjualan senilai Rp1,3 triliun pada 1Q2010. Jumlah produksi
SMCB mencapai 1.8 juta ton semen pada 1Q11.
Komentar: Hingga 1Q2011, volume penjualan domestik SMCB tumbuh 24.4% YoY, dibandingkan
dengan nasional 8.6%. Kami perkirakan pendapatan SMCB tumbuh di atas kompetitiornya yaitu
INTP dan SMGR pada 1Q2011. Top pick untuk sektor semen: SMCB, TP Rp2,700/shm.
turun hari ini ga ada volume, hanya sekitar 36k. Padahal kemaren waktu di tarik ke 1720, volumenya 160k.
Juga ada support Break Out di 1660...
So....1660-1670 adalah harga diskon.
----------------------------------------------------------------------
13:45 Info Gempa Mag:6.3 SR, 26-Apr-11 13:39:33 WIB, Lok:8.60 LS,108.36 BT (120 km BaratDaya CILACAP-JATENG), Kedlmn:24 Km
-----------------------------------------------------------------------
13:25 Astra Agro 1Q Net Profit IDR682.23 Bln Vs 284.209 Bln
Indonesian Government: To Ask Telkom To Put Aside 55% Of 2010 Net Profit For Div Payment
-----------------------------------------------------------------------
11:18 REMINDER::27 April 2011:: Rups DYNA, MNCN, BMTR, HRUM, BNLI, AUTO (stocksplit dn dev), Cum Dev NIKL 10, Indonesia To Sell Global Bond
28 April 2011:: Rups BBRI,BHIT, BCAP, ASGR, ADMF, DLTA, IATA, BWPT, Jkt Setiabudi, Malindo Feedmill (MAIN), Megapolitan Dev (EMDE), MKPI, TOTL, BBLD, Chinese Prime Minister Hu Jin Tao is visiting Indonesia From April 28. This may include China's focus to get more Indonesian coal and other commodities. The visit could also pave a way to renew talks on possible partnership in Kimia Farma…, Dep Perdagangan AS Akan merilis estimasi pertumbuhan PDB AS Q1.
-----------------------------------------------------------------------
10:23 Bumi first quarter net profit may rise by 61% to $160 million from $96.8 million a year earlier due to higher average selling price of its coal and sales volume and lower cost of debt.
-----------------------------------------------------------------------
09:23 Hingga 1Q11, pendapatan PT Holcim Indonesia (SMCB) diperkirakan mengalami kenaikan lebih
dari 15% dimana membukukan penjualan senilai Rp1,3 triliun pada 1Q2010. Jumlah produksi
SMCB mencapai 1.8 juta ton semen pada 1Q11.
Komentar: Hingga 1Q2011, volume penjualan domestik SMCB tumbuh 24.4% YoY, dibandingkan
dengan nasional 8.6%. Kami perkirakan pendapatan SMCB tumbuh di atas kompetitiornya yaitu
INTP dan SMGR pada 1Q2011. Top pick untuk sektor semen: SMCB, TP Rp2,700/shm.
Berita Pagi Selasa 26 April 2011
Good morning.....
Stocks ended mixed in a quiet session with techs offering one of the few bright spots ahead a week filled with earnings and economic news, including the Federal Reserve's latest views on monetary policy.
Meanwhile, a researcher at the Chinese central bank warned that China must watch out for yields rising on U.S.Treasurys, given the U.S.'s struggles with taming its deficit.
Asian stocks finished mixed in thin post-Easter trading while markets in Europe, Australia and Hong Kong closed for Easter Monday.
Dow. 12479.88. -26.11. -0.21%
Nasdaq. 2825.88. +5.72. +0.2%
S&P 500. 1335.25. -2.13. -0.16%
FTSE. 6018.30. Closed Closed
Dax. 7295.49. Closed. Closed
CAC40. 4021.88. Closed. Closed
Rupiah. 8620
Euro. 1.458
TLKM. 35.04. -0.60. -1.68%. Rp 7551
ISAT. 31.14.+0.37. +1.20%. Rp 5369
Vallar. 1380,00. Closed Closed
EIDO. 31.10. -0.31. -0.99%
Oil. 112.10. -0.18. -0.16%
Gold. 1509.100.+5.300. +0.35%
Coal 22 Apr 121.48 vs.123.12(15 Apr)
Timah. 32700. Closed Closed
Nikel. 26840. Closed Closed
CPOJuli3360RM-10RM-0.30%$1117
Corn. 768.500+24.000.+3.22%
SoybeanOil.58.820.-0.090. -0.15%
Wheat. 861.250+26.500 +3.17%
----------------------------------------------------------------
Good morning......
Tuesday Early BIRD Edition (Edwin Sebayang-MNC Securities).....
Sepinya partisipasi pelaku pasar setelah Paskah membuat market relatif stagnan walaupun scr fundamental Bursa Indonesia berpeluang menguat sepanjang pekan ini didorong bbrp 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 harga minyak mentah serta komoditas metal yg cenderung naik sbg konsekuensi lemahnya US Dollar.
Wall Street ditutup beragam dlm perdagangan yg tersepi sepanjang thn 2011 dgn saham sektor teknologi yg memberi salah satu outlook terbaik menjelang pekan perdagangan yg akan dipenuhi Laporan Keuangan emiten dari sektor consumer products, industrials & energy dimana secara historis setelah Hari Paskah pasar cenderung bullish utk bbrp minggu kedepan bahkan sampai 1 bulan kedepan, serta data ekonomi termasuk apa pandangan US Federal Reserve mengenai bgm kondisi ekonomi AS saat ini, terutama mengenai Kapan Program pembelian obligasi senilai USD 600 miliar (Quantitative Easing 2) akan berakhir (normatif berakhir Juni) serta kebiijakan moneter apa yg akan diterapkan The Fed yg akan dipaparkan hari Selasa dan Rabu.
Nilai perdagangan di NYSE Senin sebesar 5.34 miliar lembar, jauh lebih sepit ketimbang nilai perdagangan Kamis sebesar 6.45 miliar lembar, dan semakin jauh lebih kecil dari rata-rata perdagangan tahun 2010 sebesar 8.47 miliar saham.
DOW 12479.88. -0.21%
NAS 2825.88 +0.20%
S&P 1335.25 -0.16%
OIL 112.24 -0.04%
GOLD 1507.70 +0.26%
NICKEL.26900. 0%
TIN.32650. 0%
CPO. RM.3380. +0.74%
TLK.35.04 (Rp.7551)
IIT.31.14 (Rp. 5369)
Tue IDX Range: 3750-3830
Tuesday Action Strategy:
BUY: INCO, BJBR, INTA, BMRI, ITMG, PTBA, UNTR, AKRA, BBNI, BBTN, INTP, INDF, SMGR
SELL: ELSA, GIAA, BLTA, BNBR, MIRA (ES-MNC Securities/Disclaimer On)
Have a Profitable Trading & GBU All....
-----------------------------------------------------------------
Stock Pick :
BORN, Saham ini sdh menarik sejak break 1660, lalu 1690. Sekarang sedang ngetem di resist 1720 dgn volume 2 hari ini yg signifikan.
Target berikutnya adalah 1780 dan 1820, dgn uptrend sejak maret 2011, bukan tidak mungkin tercapai.
ASRI, saham ini juga uptrend sejak februari 2011. penutupan kemaren 295 dgn volume yg membesar. Target berikutnya 310 dan 320.
TRUB, jika suka saham second liner, TRUB boleh jadi pertimbangan, dgn adanya Volume yg besar saat kenaikan, dan setelah sempat menyentuh 66, tiga hari lalu, saat ini pullback di harga 60 perak, dan di sana ada support MA60. Yuukk....:D
Always Happy Cuan....:D
disclaimer On.
Stocks ended mixed in a quiet session with techs offering one of the few bright spots ahead a week filled with earnings and economic news, including the Federal Reserve's latest views on monetary policy.
Meanwhile, a researcher at the Chinese central bank warned that China must watch out for yields rising on U.S.Treasurys, given the U.S.'s struggles with taming its deficit.
Asian stocks finished mixed in thin post-Easter trading while markets in Europe, Australia and Hong Kong closed for Easter Monday.
Dow. 12479.88. -26.11. -0.21%
Nasdaq. 2825.88. +5.72. +0.2%
S&P 500. 1335.25. -2.13. -0.16%
FTSE. 6018.30. Closed Closed
Dax. 7295.49. Closed. Closed
CAC40. 4021.88. Closed. Closed
Rupiah. 8620
Euro. 1.458
TLKM. 35.04. -0.60. -1.68%. Rp 7551
ISAT. 31.14.+0.37. +1.20%. Rp 5369
Vallar. 1380,00. Closed Closed
EIDO. 31.10. -0.31. -0.99%
Oil. 112.10. -0.18. -0.16%
Gold. 1509.100.+5.300. +0.35%
Coal 22 Apr 121.48 vs.123.12(15 Apr)
Timah. 32700. Closed Closed
Nikel. 26840. Closed Closed
CPOJuli3360RM-10RM-0.30%$1117
Corn. 768.500+24.000.+3.22%
SoybeanOil.58.820.-0.090. -0.15%
Wheat. 861.250+26.500 +3.17%
----------------------------------------------------------------
Good morning......
Tuesday Early BIRD Edition (Edwin Sebayang-MNC Securities).....
Sepinya partisipasi pelaku pasar setelah Paskah membuat market relatif stagnan walaupun scr fundamental Bursa Indonesia berpeluang menguat sepanjang pekan ini didorong bbrp 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 harga minyak mentah serta komoditas metal yg cenderung naik sbg konsekuensi lemahnya US Dollar.
Wall Street ditutup beragam dlm perdagangan yg tersepi sepanjang thn 2011 dgn saham sektor teknologi yg memberi salah satu outlook terbaik menjelang pekan perdagangan yg akan dipenuhi Laporan Keuangan emiten dari sektor consumer products, industrials & energy dimana secara historis setelah Hari Paskah pasar cenderung bullish utk bbrp minggu kedepan bahkan sampai 1 bulan kedepan, serta data ekonomi termasuk apa pandangan US Federal Reserve mengenai bgm kondisi ekonomi AS saat ini, terutama mengenai Kapan Program pembelian obligasi senilai USD 600 miliar (Quantitative Easing 2) akan berakhir (normatif berakhir Juni) serta kebiijakan moneter apa yg akan diterapkan The Fed yg akan dipaparkan hari Selasa dan Rabu.
Nilai perdagangan di NYSE Senin sebesar 5.34 miliar lembar, jauh lebih sepit ketimbang nilai perdagangan Kamis sebesar 6.45 miliar lembar, dan semakin jauh lebih kecil dari rata-rata perdagangan tahun 2010 sebesar 8.47 miliar saham.
DOW 12479.88. -0.21%
NAS 2825.88 +0.20%
S&P 1335.25 -0.16%
OIL 112.24 -0.04%
GOLD 1507.70 +0.26%
NICKEL.26900. 0%
TIN.32650. 0%
CPO. RM.3380. +0.74%
TLK.35.04 (Rp.7551)
IIT.31.14 (Rp. 5369)
Tue IDX Range: 3750-3830
Tuesday Action Strategy:
BUY: INCO, BJBR, INTA, BMRI, ITMG, PTBA, UNTR, AKRA, BBNI, BBTN, INTP, INDF, SMGR
SELL: ELSA, GIAA, BLTA, BNBR, MIRA (ES-MNC Securities/Disclaimer On)
Have a Profitable Trading & GBU All....
-----------------------------------------------------------------
Stock Pick :
Target berikutnya adalah 1780 dan 1820, dgn uptrend sejak maret 2011, bukan tidak mungkin tercapai.
Always Happy Cuan....:D
disclaimer On.
Senin, 25 April 2011
Update Bursa
14:21 PT Benakat Petroleum Energy Tbk (BIPI) membatalkan rencana
penjualan sahamnya di PT Elnusa Tbk (ELSA).
Hari ini, Direktur BIPI Firlie Ganinduto menyatakan, batalnya penjualan
saham tersebut lebih karena BIPI tidak mendapatkan penawaran harga saham yang
bagus.
Firlie bilang, perseroan melihat ELSA sebagai investasi jangka panjang.
Saat ini, BIPI memegang 37,15% saham perusahaan penyedia jasa bisnis
perminyakan itu.
-------------------------------------------------------------
14:15 Bloomberg: Astra Drops, Biggest Index Mover, After Toyota Output Estimate
Bloomberg: Toyota Astra Finance Plans Bond Sale in May or June
-------------------------------------------------------------
REMINDER::Agenda 27 April 2011 Rups DYNA, MNCN, BMTR, HRUM, BNLI, AUTO (stocksplit dn dev), Cum Dev NIKL 10
-------------------------------------------------------------
Bloomberg memprediksi The Federal Reserves akan menjaga target suku bunganya di antara 0% hingga 0,25%, pada pertemuan 27 April mendatang.
-------------------------------------------------------------
penjualan sahamnya di PT Elnusa Tbk (ELSA).
Hari ini, Direktur BIPI Firlie Ganinduto menyatakan, batalnya penjualan
saham tersebut lebih karena BIPI tidak mendapatkan penawaran harga saham yang
bagus.
Firlie bilang, perseroan melihat ELSA sebagai investasi jangka panjang.
Saat ini, BIPI memegang 37,15% saham perusahaan penyedia jasa bisnis
perminyakan itu.
-------------------------------------------------------------
14:15 Bloomberg: Astra Drops, Biggest Index Mover, After Toyota Output Estimate
Bloomberg: Toyota Astra Finance Plans Bond Sale in May or June
-------------------------------------------------------------
REMINDER::Agenda 27 April 2011 Rups DYNA, MNCN, BMTR, HRUM, BNLI, AUTO (stocksplit dn dev), Cum Dev NIKL 10
-------------------------------------------------------------
Bloomberg memprediksi The Federal Reserves akan menjaga target suku bunganya di antara 0% hingga 0,25%, pada pertemuan 27 April mendatang.
-------------------------------------------------------------
Berita Pagi Senin 25 April 2011
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....
-----------------------------------------------------------------------------------
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.
-----------------------------------------------------------------------------------------
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....
-----------------------------------------------------------------------------------
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.
-----------------------------------------------------------------------------------------
Jumat, 22 April 2011
Happy Easter Eggs
Bobby OW
F=Do
F Gm/F
MEMUJI-MU
C F
LEWAT SUARAKU
Dm Gm C
T'RASA CUKUP BAGIKU
F Gm/F
NAMUN SEMUA
Gm/E A Dm C Bb
TERNYATA LEBIH DARI YANG KU KIRA
Gm C
KU HANYA PEDULI DIRIKU
Gm C
KU TAK MAU TAHU RINDU-MU
REFF:
Bb Am Gm
TAK CUKUP HANYA KUBERNYANYI
C F C/E Dm
MENGANGKAT SUARA 'TUK MEMUJI
Gm A
HIDUP MEMBERI DIRI KEPADA-MU
Dm C/E F
ITU KERINDUAN-MU
Bb Am Gm
TAK CUKUP MULUT YANG MEMUJI
C F C/E Dm
TAK CUKUP MULUT YANG BERNYANYI
Gm
MELAKUKAN FIRMAN-MU
C F
ITULAH PUJIAN SEJATI
http://www.youtube.com/watch?v=kFLw_Y0Yekg&feature=player_embedded
Kamis, 21 April 2011
Update Bursa...
15:38 BBRI PBV 4.34 at 6450
kalo BMRI PBV 3.96 at 7050
DJ S&P Raises PT Bank Danamon Indonesia Tbk. Rtg To BB From BB-; Outlook Stable
------------------------------------------------------------------------------------------
14:55 SINGAPURA. PT Indika Energy Tbk (INDY) mulai menawarkan obligasi hasil
restrukturisasi obligasi sebelumnya dengan yield antara 6,875% hingga 7,375%.
Sebelumnya, perusahaan tambang dan servis ini menyatakan ada dua utang
yang akan diperbaharui. Pertama, utang dari anak usaha Indo Integrated Energy
BV yang diterbitkan 8 Mei dan jatuh tempo 2012. Kedua, utang dari Indo
Integrated Energy II BV dengan tenor 2009-2016.
Perpanjangan utang ini melibatkan INDY dan Indika Inti Corporindo selaku
pihak penjamin serta HSBC Institutional Trust Service selaku waliamanat.
Tawarkan Pemanis Dari surat utang senior yang diterbitkan Indo Integrated BV
senilai US$ 250 juta, INDY menawarkan penukaran (exchange offer) senilai US$
165 juta
Instrumen yang ditawarkan sebagai pengganti adalah surat utang yang akan
diterbitkan Indo Energy Finance BV. INDY merancang ketentuan utang yang berbeda
dalam surat utang barunya.
Sayang, tidak disebutkan syarat maupun jangka waktu yang diminta INDY.
Namun, perusahaan menjanjikan consent fee US$ 7,5 setiap US$ 1.000 surat utang
2012 pihak yang setuju dengan perubahan tersebut.
INDY juga meminta persetujuan untuk mengubah indenture surat utang yang
diterbitkan 2009. Surat utang yang jatuh tempo 2016 ini memiliki nilai nominal
US$ 230 juta. Bagi pihak yang menyetujui perubahan indenture ini, INDY akan
memberikan consent fee sebesar US$ 17,5 untuk tiap surat utang 2006 bernilai
nominal US$ 1.000.
---------------------------------------------------------------------------------------
14:40 CLSA : Energi Mega (ENRG IJ)
Trading on EV/2P of only $1.36/boe, this is the cheapest oil and gas play in the region by far. Balance sheet is also deleveraging as the current key assets starting to get monetized. 4Q2011 saw a huge turnaround and momentum will gain in 2012.
----------------------------------------------------------------------------------------
14:35 Watcing Meta may NPRI 10% to Rajawali at premium 25 pct
----------------------------------------------------------------------------------------
13:46 Stock Pick
TKIM, uptrend, sedang pullback bikin baseline...cakep jika dapet di 3000.
INKP, juga Uptrend, ada support kuat di 1690-1700.
Happy Cuan
Disclaimer On
---------------------------------------------------------------------------
11:01 Danareksa: Upgrade TP PTBA menjadi Rp 27.300, BUY
- Kami masih menyukai PTBA karena valuasinya yang menarik yaitu dengan P/E FY11-12F sebesar 13,5-11,8x dan prospek pertumbuhan jangka panjang yang bagus dengan adanya penyelesaian 2 railway baru. Lebih jauh, kami juga memasukkan kenaikan harga untuk pengiriman batubara kepada PLN sehingga mengangkat estimasi EPS kami untuk FY11-12F sebesar 16,5-11,6%. Rekomendasi BUY tetap kami pertahankan dengan menaikkan TP menjadi Rp 27.300, yang mengimplikasikan P/E FY11-12F sebesar 16,6-14,5x.
----------------------------------------------------------------------------
10:04 REMINDER::: Agenda 27 April 2011:: Rups DYNA, MNCN, BMTR, HRUM, BNLI, AUTO (stocksplit dn dev), Cum Dev NIKL 10
----------------------------------------------------------------------------
9:22 YU [BLTA] : The key positive from the listing of BLTA's domestic shipping arm, Buana is that the proceeds will help fund its potential growth through several contract bids though BLTA will be sacrificing a 40% share. The listing will also trim BLTA's high gearing. Our key concern is the listing multiple of 0.73-1.02x P/BV, which suggests that Buana could be sold for as much as 27% discount to BV. This would have negative implications for BLTA's own valuations. Nevertheless, with our target price of Rp495 (20% discount to SOP), this risk is reasonably well covered. We maintain our OUTPERFORM rating, with a successful Buana listing and gradual recovery of chemical shipping rates being the potential catalysts.
kalo BMRI PBV 3.96 at 7050
DJ S&P Raises PT Bank Danamon Indonesia Tbk. Rtg To BB From BB-; Outlook Stable
------------------------------------------------------------------------------------------
14:55 SINGAPURA. PT Indika Energy Tbk (INDY) mulai menawarkan obligasi hasil
restrukturisasi obligasi sebelumnya dengan yield antara 6,875% hingga 7,375%.
Sebelumnya, perusahaan tambang dan servis ini menyatakan ada dua utang
yang akan diperbaharui. Pertama, utang dari anak usaha Indo Integrated Energy
BV yang diterbitkan 8 Mei dan jatuh tempo 2012. Kedua, utang dari Indo
Integrated Energy II BV dengan tenor 2009-2016.
Perpanjangan utang ini melibatkan INDY dan Indika Inti Corporindo selaku
pihak penjamin serta HSBC Institutional Trust Service selaku waliamanat.
Tawarkan Pemanis Dari surat utang senior yang diterbitkan Indo Integrated BV
senilai US$ 250 juta, INDY menawarkan penukaran (exchange offer) senilai US$
165 juta
Instrumen yang ditawarkan sebagai pengganti adalah surat utang yang akan
diterbitkan Indo Energy Finance BV. INDY merancang ketentuan utang yang berbeda
dalam surat utang barunya.
Sayang, tidak disebutkan syarat maupun jangka waktu yang diminta INDY.
Namun, perusahaan menjanjikan consent fee US$ 7,5 setiap US$ 1.000 surat utang
2012 pihak yang setuju dengan perubahan tersebut.
INDY juga meminta persetujuan untuk mengubah indenture surat utang yang
diterbitkan 2009. Surat utang yang jatuh tempo 2016 ini memiliki nilai nominal
US$ 230 juta. Bagi pihak yang menyetujui perubahan indenture ini, INDY akan
memberikan consent fee sebesar US$ 17,5 untuk tiap surat utang 2006 bernilai
nominal US$ 1.000.
---------------------------------------------------------------------------------------
14:40 CLSA : Energi Mega (ENRG IJ)
Trading on EV/2P of only $1.36/boe, this is the cheapest oil and gas play in the region by far. Balance sheet is also deleveraging as the current key assets starting to get monetized. 4Q2011 saw a huge turnaround and momentum will gain in 2012.
----------------------------------------------------------------------------------------
14:35 Watcing Meta may NPRI 10% to Rajawali at premium 25 pct
----------------------------------------------------------------------------------------
13:46 Stock Pick
Happy Cuan
Disclaimer On
---------------------------------------------------------------------------
11:01 Danareksa: Upgrade TP PTBA menjadi Rp 27.300, BUY
- Kami masih menyukai PTBA karena valuasinya yang menarik yaitu dengan P/E FY11-12F sebesar 13,5-11,8x dan prospek pertumbuhan jangka panjang yang bagus dengan adanya penyelesaian 2 railway baru. Lebih jauh, kami juga memasukkan kenaikan harga untuk pengiriman batubara kepada PLN sehingga mengangkat estimasi EPS kami untuk FY11-12F sebesar 16,5-11,6%. Rekomendasi BUY tetap kami pertahankan dengan menaikkan TP menjadi Rp 27.300, yang mengimplikasikan P/E FY11-12F sebesar 16,6-14,5x.
----------------------------------------------------------------------------
10:04 REMINDER::: Agenda 27 April 2011:: Rups DYNA, MNCN, BMTR, HRUM, BNLI, AUTO (stocksplit dn dev), Cum Dev NIKL 10
----------------------------------------------------------------------------
9:22 YU [BLTA] : The key positive from the listing of BLTA's domestic shipping arm, Buana is that the proceeds will help fund its potential growth through several contract bids though BLTA will be sacrificing a 40% share. The listing will also trim BLTA's high gearing. Our key concern is the listing multiple of 0.73-1.02x P/BV, which suggests that Buana could be sold for as much as 27% discount to BV. This would have negative implications for BLTA's own valuations. Nevertheless, with our target price of Rp495 (20% discount to SOP), this risk is reasonably well covered. We maintain our OUTPERFORM rating, with a successful Buana listing and gradual recovery of chemical shipping rates being the potential catalysts.
Berita Pagi Kamis 21 April 2011
Congrats yang Cuan AKRA, DEWA dan DOID :D
Stocks closed sharply higher in a rally sparked by strength in the technology and manufacturing sectors, although bank stocks weakened after Wells Fargo reported a slide in revenue.
Dow. 12453.54. +186.79+1.52%
Nasdaq. 2802.51. +57.54. +2.1%
S&P 500. 1330.36. +17.74. +1.35%
FTSE. 6022.26. +125.39.+2.13%
Dax. 7249.19. +206.88 +2.98%
CAC40. 4004.62. +96.04. +2.46%
Oil. 111.45. +3.17. +2.93%
Gold. 1498.900.+3.800. +0.25%
Rupiah. 8655
Euro. 1.4522
TLKM. 35.79 +1.00 +2.87% Rp 7744
ISAT. 31.08 +0.47.+1.54%.Rp 5380
Vallar. 1380,00. +9,00. +0.66%
EIDO. 31.35. +0.83. +2.72%
Timah. 32600. +250. +0.77%
Nikel. 26350. +825. +3.23%
CPOJuni3315RM+60RM+1.84%$1100
Corn. 740.500.-16.500. -2.18%
SoybeanOil.58.790.+0.630. +1.08%
Wheat. 820.750 -0.250. -0.03%
Coal 15 Apr 123.12 vs.123.30 (8 Apr)
--------------------------------------------------------
Flash Review News AABN - Indonesia's rupiah advanced the most in more than two weeks, after an increase in U.S. housing construction suggested the global economic recovery is on track, improving investor appetite for emerging-market assets. The rupiah strengthened 0.5% to 8,648 per dollar
--------------------------------------------------------
On Tap This Week:
THURSDAY: Weekly jobless claims, Philadelphia Fed survey, leading indicators, money supply, Citigroup shareholders meeting; earnings from DuPont, GE, McDonald's, Morgan Stanley, Travelers and Verizon before-the-bell and Advanced Micro and Capital One after-the-bell.
FRIDAY: Good Friday—All markets closed, banks open.
-------------------------------------------------------
KKGI- reported 1Q11 net profit of Rp82bn, in line with our FY11 forecast of Rp422bn- expect KKGI to book stronger performance in 2Q11and 2H11 on higher average selling price and production volume. We maintain our BUY call with TP of Rp5,150 for now.
ADRO- plans to refinance part of its $1.6bn debt and to acquire 2-3 coal mines this year. Adaro also declared final dividend of Rp20.5/share (0.9% yield)
BDMN- cum dividend Rp119.83 or 1.9% yield
TCID- declared final dividend of Rp340/ share or 4.3% yield
-----------------------------------------------------------
ADHI and WIKA's consortium is reported to be a strong candidate in the tender for the construction of a new building which later became the House debate. By this tender, revenue will increase dramatically ADHI rumored for 2011 this. DPR new building construction project will cost approximately USD 1.13 trillion. Regardless of political and other factors, the project is said to be a gold project of ADHI. Coupled with other major projects that await ADHI this year, one of which is a project contract Mass Rapid Transit (MRT) from the government so that an open opportunity for ADHI the price will up to IDR 1200 per share. Technically, the stock ADHI has demonstrated the potential of strengthening the golden cross with a supported volume buy. From trading yesterday, shares of ADHI rose 20 points (+2.33%) to Rp 880 per share. Traded with a volume of 9.61 million shares valued at 8:36 billion rupiah.
-----------------------------------------------------------
PRESS DIGEST by REUTERS
- BRI SEES Q1 NET PROFIT AT 4 TRLN RPH
Lender Bank Rakyat Indonesia (BRI) expects net profit in the first quarter will reach around 4 trillion rupiah, up 85 percent compared to the same period last year, said Sofyan Basir, the bank’s CEO. (Investor Daily p.1)
- BCA ACQUIRES TRANSPACIFIC GENERAL INSURANCE
Indonesia’s biggest lender by market value Bank Central Asia (BCA) spent 40 billion rupiah to acquire an insurance company Transpacific General Insurance aiming to expand into insurance business, said the company’s deputy CEO Jahja Setiaatmadja, adding that it is currently submitting proposal to get approval from capital market supervisory agency. (Bisnis Indonesia p.5)
- ADARO TO ACQUIRE THREE COAL MINES
Adaro Energy plans to acquire up to three coal mines in Central and South Kalimantan and South Sumatera this year, said Garibaldi Thohir, the company’s CEO. Andre J. Mamuaya, the company’s director added it is currently considering to acquire mine company Bhakti Energi Persada that owns mine concession in East Kalimantan with coal reserves in Bulungan block of up to 110 million tonnes and in Kutai Timur of up to 5.6 billion tonnes. (Kontan p.3 & Bisnis Indonesia p.f1))
- BAKRIE TELECOM TO ADD 500 BTS
Bakrie Telecom will spend $200 million on capital expenditure that will be used to build 500 base transceiver stations (BTS) to add its current 4,000 units, said Muhammad Danny Buldansyah, the company’s deputy CEO. (Investor Daily p.10)
- PP WINS GAS POWER PLANT CONTRACT
Construction firm Pembangunan Perumahan (PP) won BOOT (build, own, operate, and transfer) contract of gas power plant project worth $59 million in Talang Duku, South Sumatera, said Musyanif, the company’s CEO, adding that it has set up a joint venture with Bangun Energy resources, Navigat Energy, SCN Lavalin and General Electric. (Investor Daily p.15 & Kontan p.4)
-------------------------------------------------------------
Stocks closed sharply higher in a rally sparked by strength in the technology and manufacturing sectors, although bank stocks weakened after Wells Fargo reported a slide in revenue.
Dow. 12453.54. +186.79+1.52%
Nasdaq. 2802.51. +57.54. +2.1%
S&P 500. 1330.36. +17.74. +1.35%
FTSE. 6022.26. +125.39.+2.13%
Dax. 7249.19. +206.88 +2.98%
CAC40. 4004.62. +96.04. +2.46%
Oil. 111.45. +3.17. +2.93%
Gold. 1498.900.+3.800. +0.25%
Rupiah. 8655
Euro. 1.4522
TLKM. 35.79 +1.00 +2.87% Rp 7744
ISAT. 31.08 +0.47.+1.54%.Rp 5380
Vallar. 1380,00. +9,00. +0.66%
EIDO. 31.35. +0.83. +2.72%
Timah. 32600. +250. +0.77%
Nikel. 26350. +825. +3.23%
CPOJuni3315RM+60RM+1.84%$1100
Corn. 740.500.-16.500. -2.18%
SoybeanOil.58.790.+0.630. +1.08%
Wheat. 820.750 -0.250. -0.03%
Coal 15 Apr 123.12 vs.123.30 (8 Apr)
--------------------------------------------------------
Flash Review News AABN - Indonesia's rupiah advanced the most in more than two weeks, after an increase in U.S. housing construction suggested the global economic recovery is on track, improving investor appetite for emerging-market assets. The rupiah strengthened 0.5% to 8,648 per dollar
--------------------------------------------------------
On Tap This Week:
THURSDAY: Weekly jobless claims, Philadelphia Fed survey, leading indicators, money supply, Citigroup shareholders meeting; earnings from DuPont, GE, McDonald's, Morgan Stanley, Travelers and Verizon before-the-bell and Advanced Micro and Capital One after-the-bell.
FRIDAY: Good Friday—All markets closed, banks open.
-------------------------------------------------------
KKGI- reported 1Q11 net profit of Rp82bn, in line with our FY11 forecast of Rp422bn- expect KKGI to book stronger performance in 2Q11and 2H11 on higher average selling price and production volume. We maintain our BUY call with TP of Rp5,150 for now.
ADRO- plans to refinance part of its $1.6bn debt and to acquire 2-3 coal mines this year. Adaro also declared final dividend of Rp20.5/share (0.9% yield)
BDMN- cum dividend Rp119.83 or 1.9% yield
TCID- declared final dividend of Rp340/ share or 4.3% yield
-----------------------------------------------------------
ADHI and WIKA's consortium is reported to be a strong candidate in the tender for the construction of a new building which later became the House debate. By this tender, revenue will increase dramatically ADHI rumored for 2011 this. DPR new building construction project will cost approximately USD 1.13 trillion. Regardless of political and other factors, the project is said to be a gold project of ADHI. Coupled with other major projects that await ADHI this year, one of which is a project contract Mass Rapid Transit (MRT) from the government so that an open opportunity for ADHI the price will up to IDR 1200 per share. Technically, the stock ADHI has demonstrated the potential of strengthening the golden cross with a supported volume buy. From trading yesterday, shares of ADHI rose 20 points (+2.33%) to Rp 880 per share. Traded with a volume of 9.61 million shares valued at 8:36 billion rupiah.
-----------------------------------------------------------
PRESS DIGEST by REUTERS
- BRI SEES Q1 NET PROFIT AT 4 TRLN RPH
Lender Bank Rakyat Indonesia (BRI) expects net profit in the first quarter will reach around 4 trillion rupiah, up 85 percent compared to the same period last year, said Sofyan Basir, the bank’s CEO. (Investor Daily p.1)
- BCA ACQUIRES TRANSPACIFIC GENERAL INSURANCE
Indonesia’s biggest lender by market value Bank Central Asia (BCA) spent 40 billion rupiah to acquire an insurance company Transpacific General Insurance aiming to expand into insurance business, said the company’s deputy CEO Jahja Setiaatmadja, adding that it is currently submitting proposal to get approval from capital market supervisory agency. (Bisnis Indonesia p.5)
- ADARO TO ACQUIRE THREE COAL MINES
Adaro Energy plans to acquire up to three coal mines in Central and South Kalimantan and South Sumatera this year, said Garibaldi Thohir, the company’s CEO. Andre J. Mamuaya, the company’s director added it is currently considering to acquire mine company Bhakti Energi Persada that owns mine concession in East Kalimantan with coal reserves in Bulungan block of up to 110 million tonnes and in Kutai Timur of up to 5.6 billion tonnes. (Kontan p.3 & Bisnis Indonesia p.f1))
- BAKRIE TELECOM TO ADD 500 BTS
Bakrie Telecom will spend $200 million on capital expenditure that will be used to build 500 base transceiver stations (BTS) to add its current 4,000 units, said Muhammad Danny Buldansyah, the company’s deputy CEO. (Investor Daily p.10)
- PP WINS GAS POWER PLANT CONTRACT
Construction firm Pembangunan Perumahan (PP) won BOOT (build, own, operate, and transfer) contract of gas power plant project worth $59 million in Talang Duku, South Sumatera, said Musyanif, the company’s CEO, adding that it has set up a joint venture with Bangun Energy resources, Navigat Energy, SCN Lavalin and General Electric. (Investor Daily p.15 & Kontan p.4)
-------------------------------------------------------------
Rabu, 20 April 2011
Stock Pick untuk Kamis 21 April 2011
Reminder : Hari Besar RA. Kartini...
BUMI, sejak Februari 2011 sdh mulai uptrend, saat ini merupakan time to buy di harga 3275/3300, karena alasan2 yg ada di gambar atas...
dan juga BUMI sudah PERFECT LINE yaitu MA5> MA20 (coklat)> ma60 (biru)> ma 200 (hijau)
BNBR, walaupun bid offer lotnya bikin frustasi...tapi saham ini menyimpan potensi besar.
alasan saya adalah :
1. karena ada pattern triangle,
2. karena hampir perfect line,
3. karena bolinger band makin menyempit,
saya merekomendasikan Beli untuk saham BNBR ini di 66-67.
ENRG, saham ini mulai mengikuti saudaranya - dewa.
Alasan memilih saham ini adalah :
1. adanya inverted head and shoulder (HS), dgn target max 164.
2. perfect line.
3. candle morubozu with Hi Volume.
adapun resist1 di 147, resist2 di 152
Jika ingin beli agresif, hajar harga 138-139. kalau mau sabar tunggu pullback (mundur) di level support 134.
LSIP, sejak akhir Februari sdh menunjukkan peningkatan volume,
dan saat ini LSIP membentuk pattern ascending triangle.
Yang mana di level 2425 ini sebagai level break out nya. Jika memang hal ini terjadi, target 2550 tidaklah susah di capai. Buy.
Happy Cuan, and always disclaimer ON :D
dan juga BUMI sudah PERFECT LINE yaitu MA5> MA20 (coklat)> ma60 (biru)> ma 200 (hijau)
alasan saya adalah :
1. karena ada pattern triangle,
2. karena hampir perfect line,
3. karena bolinger band makin menyempit,
saya merekomendasikan Beli untuk saham BNBR ini di 66-67.
Alasan memilih saham ini adalah :
1. adanya inverted head and shoulder (HS), dgn target max 164.
2. perfect line.
3. candle morubozu with Hi Volume.
adapun resist1 di 147, resist2 di 152
Jika ingin beli agresif, hajar harga 138-139. kalau mau sabar tunggu pullback (mundur) di level support 134.
dan saat ini LSIP membentuk pattern ascending triangle.
Yang mana di level 2425 ini sebagai level break out nya. Jika memang hal ini terjadi, target 2550 tidaklah susah di capai. Buy.
Happy Cuan, and always disclaimer ON :D
PT Bank Rakyat Indonesia Tbk (BBRI) mengungkapkan perkiraan laba selama 1Q11.
Presiden Direktur BRI Sofyan Basir mengatakan, perkiraan laba selama tiga bulan pertama
mencapai Rp 4 triliun. Andai laba BRI sepanjang kuartal I 2011 benar Rp 4 triliun, berarti, laba bank
naik 85% dibanding periode yang sama tahun lalu. Di kuartal I 2010, laba BRI mencapai Rp 2,15 triliun.
Peningkatan laba ini salah satunya didukung kenaikan penyaluran kredit. Sofyan memperkirakan,
kredit bank naik menjadi 22% selama kuartal I 2011. Tahun lalu, untuk periode yang sama,
pertumbuhan kredit BRI 18%.
Presiden Direktur BRI Sofyan Basir mengatakan, perkiraan laba selama tiga bulan pertama
mencapai Rp 4 triliun. Andai laba BRI sepanjang kuartal I 2011 benar Rp 4 triliun, berarti, laba bank
naik 85% dibanding periode yang sama tahun lalu. Di kuartal I 2010, laba BRI mencapai Rp 2,15 triliun.
Peningkatan laba ini salah satunya didukung kenaikan penyaluran kredit. Sofyan memperkirakan,
kredit bank naik menjadi 22% selama kuartal I 2011. Tahun lalu, untuk periode yang sama,
pertumbuhan kredit BRI 18%.
Berita pagi Rabu 20 April 2011
Good morning..... Stocks ended higher amid a slew of largely upbeat earnings and a jump in commodity prices, as the major indices recovered about half of Monday's losses in the wake of Standard & Poor's revised outlook on U.S. debt.
Volume in the markets remains sluggish despite the number of earnings reports, in part because of the Passover and Easter holidays. Volume on the consolidated tape of the New York Stock Exchange was 3.7 billion shares, while 843 million shares changed hands on the NYSE floor. Gold futures hit a intraday high of $1,500 an ounce before closing up 0.15 percent at $1,494.50.
On the U.S. economic front, housing starts in March rose 7.2 percent to a seasonally adjusted annual rate of 549,000 units, while building permits for the month rose 11.2 percent, the Commerce Department said Tuesday.
In Europe, Swiss drugmaker Novartis reported first-quarter earnings above analyst forecasts. The stock was 3.3 percent higher in mid-morning trading. European shares closed higher, helped by positive earnings.
Happy Cuan yaa...
Volume in the markets remains sluggish despite the number of earnings reports, in part because of the Passover and Easter holidays. Volume on the consolidated tape of the New York Stock Exchange was 3.7 billion shares, while 843 million shares changed hands on the NYSE floor. Gold futures hit a intraday high of $1,500 an ounce before closing up 0.15 percent at $1,494.50.
On the U.S. economic front, housing starts in March rose 7.2 percent to a seasonally adjusted annual rate of 549,000 units, while building permits for the month rose 11.2 percent, the Commerce Department said Tuesday.
In Europe, Swiss drugmaker Novartis reported first-quarter earnings above analyst forecasts. The stock was 3.3 percent higher in mid-morning trading. European shares closed higher, helped by positive earnings.
Dow. 12266.75. +65.16. +0.53%
Nasdaq. 2744.97. +9.59. +0.35%
S&P 500. 1312.62. +7.48. +0.57%
FTSE. 5896.87. +26.79.+0.46%
Dax. 7039.31. +12.46. +0.18%
CAC40. 3908.58. +27.34. +0.7%
Rupiah. 8678 Euro. 1.4335
TLKM. 34.79 +1.33 +3.97%. Rp 7548
ISAT. 30.61 +0.09.+0.29%.Rp 5313
Vallar. 1371,00. -9,00. -0.65%
EIDO. 30.52. +0.52. +1.73%
Oil. 108.28. +0.59. +0.55%
Gold. 1495.100.+2.200. +0.15%
Coal 15 Apr 123.12 vs.123.30 (8 Apr)
Timah. 32350. -275. -0.84%
-----------------------------------------------------
Kuatnya makro ekonomi Indonesia yg ditandai kecilnya defisit APBN hanya 1.8%dibandingkan Amerika Serikat sebesar 11% serta ekspektasi terjadinya deflasi di bulan April -0.1% s/d -0.2% membuat Bursa Indonesia bertahan dan diperkirakan melanjutkan penguatannya ditengah musim masa pembagian dividen.
Wall Street ditutup menguat ditengah laporan keuangan Q1/2011 emiten yg menggembirakan dan bounce-backnya harga komoditas, dmn sebagian besar Indeks mengalami peningkatan hampir setengah dari level kejatuhan hari Senin setelah S&P men-downgraded US Long Term Debt Outlook mjd "Negative".
Sementara musim laporan keuangan masih awal, tetapi sdh 71% laporan tsb sesuai dgn ekspektasi dan baru 4% hasilnya diatas ekspektasi menurut pooling Thomson Reuters.
Trend lainnya adalah "emiten yg konsisten bertumbuh"
adlh di sektor consumer staples, health care, utilities, dan telekomunikasi menjadi pemimpin kenaikan utk bbrp bulan ini ketimbang sektor musiman spt: materials dan industrials, White said. Ini lebih krn investor concern akan pengetatan yg dilakukan di Eropa, AS dan negara Asia spt China utk menekan inflasi.
Nilai perdagangan di NYSE Selasa sebesar 6.65 miliar, jauh lebih kecil ketimbang nilai perdagangan Senin sebesar 7.83 miliar lembar, dan semakin jauh lebih kecil dari rata-rata perdagangan tahun 2010 sebesar 8.47 miliar saham.
--------------------------------------------------------------------
Wednesday Early BIRD Edition (Edwin Sebayang-MNC Securities).....
Kuatnya makro ekonomi Indonesia yg ditandai kecilnya defisit APBN hanya 1.8%dibandingkan Amerika Serikat sebesar 11% serta ekspektasi terjadinya deflasi di bulan April -0.1% s/d -0.2% membuat Bursa Indonesia bertahan dan diperkirakan melanjutkan penguatannya ditengah musim masa pembagian dividen.
Wall Street ditutup menguat ditengah laporan keuangan Q1/2011 emiten yg menggembirakan dan bounce-backnya harga komoditas, dmn sebagian besar Indeks mengalami peningkatan hampir setengah dari level kejatuhan hari Senin setelah S&P men-downgraded US Long Term Debt Outlook mjd "Negative".
Sementara musim laporan keuangan masih awal, tetapi sdh 71% laporan tsb sesuai dgn ekspektasi dan baru 4% hasilnya diatas ekspektasi menurut pooling Thomson Reuters.
Trend lainnya adalah "emiten yg konsisten bertumbuh" adlh di sektor consumer staples, health care, utilities, dan telekomunikasi menjadi pemimpin kenaikan utk bbrp bulan ini ketimbang sektor musiman spt: materials dan industrials, White said. Ini lebih krn investor concern akan pengetatan yg dilakukan di Eropa, AS dan negara Asia spt China utk menekan inflasi.
Nilai perdagangan di NYSE Selasa sebesar 6.65 miliar, jauh lebih kecil ketimbang nilai perdagangan Senin sebesar 7.83 miliar lembar, dan semakin jauh lebih kecil dari rata-rata perdagangan tahun 2010 sebesar 8.47 miliar saham.
DOW 12266.75. +0.53%
NAS 2744.97 +0.35%
S&P 1312.62 +0.56%
OIL 108.38 +0.86%
GOLD 1495.40 -0.08%
NICKEL.25300. -0.78%
TIN.32400. +0.15%
CPO. RM.3277. +0.52%
TLK.34.79 (Rp 7544 )
IIT.30.61 (Rp.5310 )
Wed IDX Range: 3702-3750
Wednesday Action Strategy
BUY: INTA, INCO, AKRA, BMRI, BBRI, BBNI, INTP, INDF, ICBP, SMGR, UNTR
SELL: GIAA, BNBR, MIRA, BLTA (ES-MNC Securities/Disclaimer On)
Have A Fantastic Trading & GBU All....
----------------------------------------------------------------------
• UOB KayHian Kelapa Gading •
Pay attention between 17 and 22 Apr 11. There will be many short-term reversal trends in many active stocks on the Indonesia Stock Exchange (IDX). However, between late-Apr 11 and early-May 11, several planets that rule finance, industry and consumer will meet with the malefic planets (Uranus, Saturn and Mars). What is the impact? A SELL signal is more likely to appear than a BUY. Short-term traders are safe to trade while maintaining their risk profiles unchanged, while mid- to long-term investors are advised to wait for the pullback before BUYing.
What to Buy?
• UNTR IJ. The complex correction pattern is unfolding (see chart). This
stock will likely retrace to Rp20,900-21,300 which is a fair price to BUY
(short-term trading), and then is expected to see a 2% risk with 5% gain.
The risk to reward ratio will be 2.5x.
• CMNP IJ. This stock is moving inside the potential wave 4 that could be a
sideways movement. Based on the wave analysis theory, the next target
will be Rp980-1,000. However, just in case another scenario happens to
invalidate the downtrend view, watch the “uptrend confirmation line” in the
chart on the next page. When the price rises above it, the trend will be
bullish again.
• ANTM IJ. The good news comes from ANTM. The fans of ANTM could be
ready to BUY this stock at Rp2,250 at 50.0-61.8% of the Fibonacci
retracement with 3% stop loss and expect to sell it at Rp2,400. The risk toreward ratio is 2x.
• TBIG IJ. The short consolidation since 7 Apr 11 signals a bullish continuation. If you have no position on this stock, BUY at Rp2,375-2,425 with stop loss at Rp2,300. The short-term target is Rp2,600.
• INCO IJ. The ascending triangle on the weekly chart could bring this stock to above Rp5,000. We then prepare to BUY at Rp4,750-4,800 or when it break the latest minor peak at Rp4,900. Stop loss of 3% with initial target price at Rp5,200.
---------------------------------------------------
Stocks to watch:
ASII - car sales in March was 83,058 units (+19.5% mom) while motorcycle sales reached 710,635 units (+16.5% mom). Meanwhile, the management said that Toyota Astra Motor plans to increase its annual production by 33% to 200K units over the next 2-3 years.
MNCN- expects FY11 revenue to hit Rp8tn (+65% yoy)- the number is far above market consensus of Rp5.7tn
ASRI- 1Q11 sales was Rp471bn (+2.8% yoy) - it's already 34% of FY11 consensus of Rp1.39tn
SSIA- data from Colliers International, SSIA's industrial plot sales accounted for 50% of total industrial plot sales in 1Q11, which reached 344 hectares (64% of totak sales in 2010)
--------------------------------------------------------------------------------
JAKARTA: PT Astra Otoparts Tbk, produsen suku cadang otomotif dari Grup Astra, berencana melakukan pemecahan nilai nominal saham atau stock split dengan rasio 1:5 guna membuat saham perseroan menjadi likuid.
Direktur Astra Otoparts Robby Sani mengatakan rencana pelaksanaan stock split itu akan diajukan saat RUPS perseroan pada 27 April 2011.
----------------------------------------------------------------
Stock Pick :
LSIP, cakep bgt, bentuknya Ascending triangle...target deket 2475, 2550.
Kuatnya makro ekonomi Indonesia yg ditandai kecilnya defisit APBN hanya 1.8%dibandingkan Amerika Serikat sebesar 11% serta ekspektasi terjadinya deflasi di bulan April -0.1% s/d -0.2% membuat Bursa Indonesia bertahan dan diperkirakan melanjutkan penguatannya ditengah musim masa pembagian dividen.
Wall Street ditutup menguat ditengah laporan keuangan Q1/2011 emiten yg menggembirakan dan bounce-backnya harga komoditas, dmn sebagian besar Indeks mengalami peningkatan hampir setengah dari level kejatuhan hari Senin setelah S&P men-downgraded US Long Term Debt Outlook mjd "Negative".
Sementara musim laporan keuangan masih awal, tetapi sdh 71% laporan tsb sesuai dgn ekspektasi dan baru 4% hasilnya diatas ekspektasi menurut pooling Thomson Reuters.
Trend lainnya adalah "emiten yg konsisten bertumbuh"
adlh di sektor consumer staples, health care, utilities, dan telekomunikasi menjadi pemimpin kenaikan utk bbrp bulan ini ketimbang sektor musiman spt: materials dan industrials, White said. Ini lebih krn investor concern akan pengetatan yg dilakukan di Eropa, AS dan negara Asia spt China utk menekan inflasi.
Nilai perdagangan di NYSE Selasa sebesar 6.65 miliar, jauh lebih kecil ketimbang nilai perdagangan Senin sebesar 7.83 miliar lembar, dan semakin jauh lebih kecil dari rata-rata perdagangan tahun 2010 sebesar 8.47 miliar saham.
--------------------------------------------------------------------
Wednesday Early BIRD Edition (Edwin Sebayang-MNC Securities).....
Kuatnya makro ekonomi Indonesia yg ditandai kecilnya defisit APBN hanya 1.8%dibandingkan Amerika Serikat sebesar 11% serta ekspektasi terjadinya deflasi di bulan April -0.1% s/d -0.2% membuat Bursa Indonesia bertahan dan diperkirakan melanjutkan penguatannya ditengah musim masa pembagian dividen.
Wall Street ditutup menguat ditengah laporan keuangan Q1/2011 emiten yg menggembirakan dan bounce-backnya harga komoditas, dmn sebagian besar Indeks mengalami peningkatan hampir setengah dari level kejatuhan hari Senin setelah S&P men-downgraded US Long Term Debt Outlook mjd "Negative".
Sementara musim laporan keuangan masih awal, tetapi sdh 71% laporan tsb sesuai dgn ekspektasi dan baru 4% hasilnya diatas ekspektasi menurut pooling Thomson Reuters.
Trend lainnya adalah "emiten yg konsisten bertumbuh" adlh di sektor consumer staples, health care, utilities, dan telekomunikasi menjadi pemimpin kenaikan utk bbrp bulan ini ketimbang sektor musiman spt: materials dan industrials, White said. Ini lebih krn investor concern akan pengetatan yg dilakukan di Eropa, AS dan negara Asia spt China utk menekan inflasi.
Nilai perdagangan di NYSE Selasa sebesar 6.65 miliar, jauh lebih kecil ketimbang nilai perdagangan Senin sebesar 7.83 miliar lembar, dan semakin jauh lebih kecil dari rata-rata perdagangan tahun 2010 sebesar 8.47 miliar saham.
DOW 12266.75. +0.53%
NAS 2744.97 +0.35%
S&P 1312.62 +0.56%
OIL 108.38 +0.86%
GOLD 1495.40 -0.08%
NICKEL.25300. -0.78%
TIN.32400. +0.15%
CPO. RM.3277. +0.52%
TLK.34.79 (Rp 7544 )
IIT.30.61 (Rp.5310 )
Wed IDX Range: 3702-3750
Wednesday Action Strategy
BUY: INTA, INCO, AKRA, BMRI, BBRI, BBNI, INTP, INDF, ICBP, SMGR, UNTR
SELL: GIAA, BNBR, MIRA, BLTA (ES-MNC Securities/Disclaimer On)
Have A Fantastic Trading & GBU All....
----------------------------------------------------------------------
• UOB KayHian Kelapa Gading •
Pay attention between 17 and 22 Apr 11. There will be many short-term reversal trends in many active stocks on the Indonesia Stock Exchange (IDX). However, between late-Apr 11 and early-May 11, several planets that rule finance, industry and consumer will meet with the malefic planets (Uranus, Saturn and Mars). What is the impact? A SELL signal is more likely to appear than a BUY. Short-term traders are safe to trade while maintaining their risk profiles unchanged, while mid- to long-term investors are advised to wait for the pullback before BUYing.
What to Buy?
• UNTR IJ. The complex correction pattern is unfolding (see chart). This
stock will likely retrace to Rp20,900-21,300 which is a fair price to BUY
(short-term trading), and then is expected to see a 2% risk with 5% gain.
The risk to reward ratio will be 2.5x.
• CMNP IJ. This stock is moving inside the potential wave 4 that could be a
sideways movement. Based on the wave analysis theory, the next target
will be Rp980-1,000. However, just in case another scenario happens to
invalidate the downtrend view, watch the “uptrend confirmation line” in the
chart on the next page. When the price rises above it, the trend will be
bullish again.
• ANTM IJ. The good news comes from ANTM. The fans of ANTM could be
ready to BUY this stock at Rp2,250 at 50.0-61.8% of the Fibonacci
retracement with 3% stop loss and expect to sell it at Rp2,400. The risk toreward ratio is 2x.
• TBIG IJ. The short consolidation since 7 Apr 11 signals a bullish continuation. If you have no position on this stock, BUY at Rp2,375-2,425 with stop loss at Rp2,300. The short-term target is Rp2,600.
• INCO IJ. The ascending triangle on the weekly chart could bring this stock to above Rp5,000. We then prepare to BUY at Rp4,750-4,800 or when it break the latest minor peak at Rp4,900. Stop loss of 3% with initial target price at Rp5,200.
---------------------------------------------------
Stocks to watch:
ASII - car sales in March was 83,058 units (+19.5% mom) while motorcycle sales reached 710,635 units (+16.5% mom). Meanwhile, the management said that Toyota Astra Motor plans to increase its annual production by 33% to 200K units over the next 2-3 years.
MNCN- expects FY11 revenue to hit Rp8tn (+65% yoy)- the number is far above market consensus of Rp5.7tn
ASRI- 1Q11 sales was Rp471bn (+2.8% yoy) - it's already 34% of FY11 consensus of Rp1.39tn
SSIA- data from Colliers International, SSIA's industrial plot sales accounted for 50% of total industrial plot sales in 1Q11, which reached 344 hectares (64% of totak sales in 2010)
--------------------------------------------------------------------------------
JAKARTA: PT Astra Otoparts Tbk, produsen suku cadang otomotif dari Grup Astra, berencana melakukan pemecahan nilai nominal saham atau stock split dengan rasio 1:5 guna membuat saham perseroan menjadi likuid.
Direktur Astra Otoparts Robby Sani mengatakan rencana pelaksanaan stock split itu akan diajukan saat RUPS perseroan pada 27 April 2011.
----------------------------------------------------------------
Stock Pick :
Happy Cuan yaa...
Selasa, 19 April 2011
Bernanke May Sustain Stimulus to Avoid ‘Cold Turkey’ End to Aid
Federal Reserve Chairman Ben S. Bernanke may keep reinvesting maturing debt into Treasuries to maintain record stimulus even after making good on a pledge to complete $600 billion in bond purchases by the end of June.
----------------------------------------------------------------------------------------------------
BLOOMBERG: INDONESIA STATISTICS OFFICE CHAIRMAN HERIAWAN COMMENTS ON CPI. INDONESIA APRIL CONSUMER PRICES MAY FALL 0.2%, HERIAWAN SAYS
Federal Reserve Chairman Ben S. Bernanke may keep reinvesting maturing debt into Treasuries to maintain record stimulus even after making good on a pledge to complete $600 billion in bond purchases by the end of June.
----------------------------------------------------------------------------------------------------
BLOOMBERG: INDONESIA STATISTICS OFFICE CHAIRMAN HERIAWAN COMMENTS ON CPI. INDONESIA APRIL CONSUMER PRICES MAY FALL 0.2%, HERIAWAN SAYS
Ada yg bilang If I have to choose i prefer to invest in coal miners rather than the coal contractor simply because contractor margin is fixed and execution risk is high plus they have to borrow or lease heavy equipments and take the financing risk in its book. Even rania was saying that they will only get bonus upon the mercy of coal miners when the price of coal is up. Also with doid market cap of usd 1 billion plus debt usd 600 million with ebitda usd 120 million makes the ev ebitda valuation and price to book plus pe ratio is definitely not a value stock.
------------------------------------------
DILD, bagi yg suka semi gorengan...saham ini mulai gerak dgn vol besar...kemaren Senin turun...pullback ke 350.
------------------------------------------
------------------------------------------
DILD, bagi yg suka semi gorengan...saham ini mulai gerak dgn vol besar...kemaren Senin turun...pullback ke 350.
------------------------------------------
Selasa Pagi 19 April 2011
Stocks closed down more than 1 percent, although well off the lows of the session, in the wake of news that Standard & Poor's downgraded its outlook on the long-term sovereign debt of the United States to "negative."
Dow. 12201.59. -140.24. -1.14%
Nasdaq. 2735.38. -29.27. -1.06%
S&P 500. 1305.14. -14.54. -1.1%
FTSE. 5870.08. -125.93. -2.1%
Dax. 7026.85. -151.44. -2.11%
CAC40. 3881.24. -93.24. -2.35%
Oil. 107.38. -2.28. -2.08%
Gold. 1495.800.+2.900. +0.19%
Rupiah. 8702.5
Euro. 1.4225
TLKM. 33.46 +0.15 +0.45% Rp 7280
ISAT. 30.52 +0.14.+0.46%.Rp 5312
Vallar. 1380,00. -20,00. -1.43%
EIDO. 30.00. -0.57. -1.86%
Timah. 32625. -375. -1.14%
Nikel. 25575. -560. -2.14%
CPOJuni3246RM+13RM+0.40%$1076
Corn. 759.500.+10.000 +1.33%
SoybeanOil.58.010. +0.560. +0.97%
Wheat. 810.750. +30.750 +3.94%
Coal 15 Apr 123.12 vs.123.30 (8 Apr)
----------------------------------------------
Untuk pertama kali, outlook kredit rating jangka panjang AS turun jadi negatif
Standard & Poor's mengingatkan pemerintah AS, bahwa negara tersebut memiliki resiko untuk kehilangan rating kredit AAA miliknya. Menurut S&P, hal itu bisa dihindari jika pemerintah AS menyetujui rencana mengurangi defisit anggaran dan utang negara hingga 2013.
"Jika tidak terjadi kesepakatan, kami memandang profil fiskal AS akan lebih rendah dari AAA," jelas perusahaan rating yang berbasis di New York itu. Kendati begitu, S&P masih mempertahankan rating AAA untuk kredit jangka panjang AS, namun menurunkan outlooknya menjadi negatif untuk kali pertama.
S&P menambahkan, ada kemungkinan kalau rating tersebut akan dipangkas dalam dua tahun ke depan.
"Bagi kebanyakan investor, tidak ada tempat lain untuk menginvestasikan dana mereka. Pasalnya, AS masih menjadi pasar yang paling kuat dan likuid di dunia. Tidak ada alternatif lain," papar Chris Rupkey, chief financial economist Bank of Tokyo-Mitsubishi UFJ Ltd.
-----------------------------------------------------------------------------
Along with the regional trends, IDX may have a lower opening. However, the US rating cut may switch some interests back to the emerging markets; thus, we might expect some liquidity to flow into IDX, providing some supports for the market
Stocks to watch:
KLBF- targets FY11 net profit to grow by 15%-18% or around Rp1.5tn (in line with consensus).
Meanwhile, to fund its acquisitions, Kalbe might sell its treasury shares, 780.9mn shares (7.7%), valued at Rp2.8tn. Kalbe bought the stocks in 2008 and 2009 at average price of Rp880. The timing of the sale has not been decided yet.
Last but not least, Kalbe plans to propose a 50% dividend payout or Rp 68.5/share (1.9% yield)
SMCB- declared cash dividend of Rp23 per share or 1.1% yield
Cum Dividend:
BJBR - Rp59.67 = 4.4% yield
ROTI - Rp24.64 = 0.8% yield
ITMG - Rp407.0 = 0.8% yield
-----------------------------------------------------------------------
obligasi perbankan di Irlandia yg dijamin Pemerintah juga diturunkan ratingnya 2 notch mjd kategori Sampah alias Junk Bond.
-------------------------------------------------------------------------
VIEW MARKET
IHSG dalam perdagangan saham hari ini diperkirakan masih berpeluang mengalami tekanan. Pergerakan IHSG tetap akan dibayangi oleh sentimen dari luar, seperti; pernyataan IMF mengenai gejala overheating di sejumlah negara, kondisi ekonomi sejumlah negara Eropa seperti Portugal, Spanyol dan Irlandia yang masih bergulat dengan krisis anggaran dan utang, serta langkah Cina yang menaikan kecukupan modal perbankan. Rentang gerak IHSG pada kisaran 3700-3745.
REKOMENDASI :
These recommendations based on technical and only intended for one day trading
AALI: TB, TR22650–23300, TP23200
TLKM: TB, TR7350–7500, TP7450
GGRM: TB, TR40600–41050, TP41050
BDMN: TB, TR6200–6450, TP6450
UNVR: TB, TR14950–15200, TP22850
UNTR: TB, TR22200–22600, TP22500
LSIP: TB, TR2350-2450, TP2450
TB : Trading Buy, TR : Trading Range and TP : Target Price
GOSIP EMITEN :
∙ Bumi Resources (BUMI) sentimen Vallar Plc dan kenaikan harga batu bara akan menjadi katalis bagi harga sahamnya
∙ Grup Salim dikabarkan tawar saham Kertas Basuki Rachmat Indonesia (KBRI)
∙ Medco Energi Internasional (MEDC) terkait keinginan bangun stasiun pengisian bahan bakar gas
Disclaimer ON
----------------------------------------------------------------------------------
HEADLINE NEWS
∙KLBF usulkan bagi dividen Rp 68,5 per saham.
∙KBLF kaji pelepasan 780.9 juta saham treasury stock
∙Pacific Asia Holding Ltd tingkatkan kepemilikan di LPKR
∙ELSA targetkan pendapatan seismic marine USD 55 Juta
∙BBLD dapat pinjaman dari StanChart Bank USD 30 juta
∙BUMI siapkan investasi USD 1,25 miliar
∙Cadangan batubara BUMI capai 2,9 miliar ton
∙GIAA siap kuasi reorganisasi
∙TLKM berencana buyback 3 trilyun
∙SMCB cari pinjaman untuk danai pabrik baru
∙SMCB bagi dividen Rp23/saham
∙BNGA putuskan untuk mendirikan multifinance baru
∙Laba bersih KPIG 1Q11 naik 91%
∙TRIO menganggarkan capex sebesar USD20-25juta.
∙Dua pemegang saham DGIK siap lepas kepemilikan sahamnya
∙ADMF terbitkan obligasi.
-------------------------------------------------------------------------
Stock Pick :
KRAS, kuat di ma20 yaitu 1180.
DOID, sdh menunjukkan Up Trend nya, dan dengan target dari UBS 2230, makin bertenaga saja nampaknya....kalau saya tetap tunggu pullback di 1230...semoga di samperin...:D
BLTA, membentuk pola ascending triangle, dgn resist 375, semoga lewat ya..
never... Never... NEVER... Give In !
Dow. 12201.59. -140.24. -1.14%
Nasdaq. 2735.38. -29.27. -1.06%
S&P 500. 1305.14. -14.54. -1.1%
FTSE. 5870.08. -125.93. -2.1%
Dax. 7026.85. -151.44. -2.11%
CAC40. 3881.24. -93.24. -2.35%
Oil. 107.38. -2.28. -2.08%
Gold. 1495.800.+2.900. +0.19%
Rupiah. 8702.5
Euro. 1.4225
TLKM. 33.46 +0.15 +0.45% Rp 7280
ISAT. 30.52 +0.14.+0.46%.Rp 5312
Vallar. 1380,00. -20,00. -1.43%
EIDO. 30.00. -0.57. -1.86%
Timah. 32625. -375. -1.14%
Nikel. 25575. -560. -2.14%
CPOJuni3246RM+13RM+0.40%$1076
Corn. 759.500.+10.000 +1.33%
SoybeanOil.58.010. +0.560. +0.97%
Wheat. 810.750. +30.750 +3.94%
Coal 15 Apr 123.12 vs.123.30 (8 Apr)
----------------------------------------------
Untuk pertama kali, outlook kredit rating jangka panjang AS turun jadi negatif
Standard & Poor's mengingatkan pemerintah AS, bahwa negara tersebut memiliki resiko untuk kehilangan rating kredit AAA miliknya. Menurut S&P, hal itu bisa dihindari jika pemerintah AS menyetujui rencana mengurangi defisit anggaran dan utang negara hingga 2013.
"Jika tidak terjadi kesepakatan, kami memandang profil fiskal AS akan lebih rendah dari AAA," jelas perusahaan rating yang berbasis di New York itu. Kendati begitu, S&P masih mempertahankan rating AAA untuk kredit jangka panjang AS, namun menurunkan outlooknya menjadi negatif untuk kali pertama.
S&P menambahkan, ada kemungkinan kalau rating tersebut akan dipangkas dalam dua tahun ke depan.
"Bagi kebanyakan investor, tidak ada tempat lain untuk menginvestasikan dana mereka. Pasalnya, AS masih menjadi pasar yang paling kuat dan likuid di dunia. Tidak ada alternatif lain," papar Chris Rupkey, chief financial economist Bank of Tokyo-Mitsubishi UFJ Ltd.
-----------------------------------------------------------------------------
Along with the regional trends, IDX may have a lower opening. However, the US rating cut may switch some interests back to the emerging markets; thus, we might expect some liquidity to flow into IDX, providing some supports for the market
Stocks to watch:
KLBF- targets FY11 net profit to grow by 15%-18% or around Rp1.5tn (in line with consensus).
Meanwhile, to fund its acquisitions, Kalbe might sell its treasury shares, 780.9mn shares (7.7%), valued at Rp2.8tn. Kalbe bought the stocks in 2008 and 2009 at average price of Rp880. The timing of the sale has not been decided yet.
Last but not least, Kalbe plans to propose a 50% dividend payout or Rp 68.5/share (1.9% yield)
SMCB- declared cash dividend of Rp23 per share or 1.1% yield
Cum Dividend:
BJBR - Rp59.67 = 4.4% yield
ROTI - Rp24.64 = 0.8% yield
ITMG - Rp407.0 = 0.8% yield
-----------------------------------------------------------------------
obligasi perbankan di Irlandia yg dijamin Pemerintah juga diturunkan ratingnya 2 notch mjd kategori Sampah alias Junk Bond.
-------------------------------------------------------------------------
VIEW MARKET
IHSG dalam perdagangan saham hari ini diperkirakan masih berpeluang mengalami tekanan. Pergerakan IHSG tetap akan dibayangi oleh sentimen dari luar, seperti; pernyataan IMF mengenai gejala overheating di sejumlah negara, kondisi ekonomi sejumlah negara Eropa seperti Portugal, Spanyol dan Irlandia yang masih bergulat dengan krisis anggaran dan utang, serta langkah Cina yang menaikan kecukupan modal perbankan. Rentang gerak IHSG pada kisaran 3700-3745.
REKOMENDASI :
These recommendations based on technical and only intended for one day trading
AALI: TB, TR22650–23300, TP23200
TLKM: TB, TR7350–7500, TP7450
GGRM: TB, TR40600–41050, TP41050
BDMN: TB, TR6200–6450, TP6450
UNVR: TB, TR14950–15200, TP22850
UNTR: TB, TR22200–22600, TP22500
LSIP: TB, TR2350-2450, TP2450
TB : Trading Buy, TR : Trading Range and TP : Target Price
GOSIP EMITEN :
∙ Bumi Resources (BUMI) sentimen Vallar Plc dan kenaikan harga batu bara akan menjadi katalis bagi harga sahamnya
∙ Grup Salim dikabarkan tawar saham Kertas Basuki Rachmat Indonesia (KBRI)
∙ Medco Energi Internasional (MEDC) terkait keinginan bangun stasiun pengisian bahan bakar gas
Disclaimer ON
----------------------------------------------------------------------------------
HEADLINE NEWS
∙KLBF usulkan bagi dividen Rp 68,5 per saham.
∙KBLF kaji pelepasan 780.9 juta saham treasury stock
∙Pacific Asia Holding Ltd tingkatkan kepemilikan di LPKR
∙ELSA targetkan pendapatan seismic marine USD 55 Juta
∙BBLD dapat pinjaman dari StanChart Bank USD 30 juta
∙BUMI siapkan investasi USD 1,25 miliar
∙Cadangan batubara BUMI capai 2,9 miliar ton
∙GIAA siap kuasi reorganisasi
∙TLKM berencana buyback 3 trilyun
∙SMCB cari pinjaman untuk danai pabrik baru
∙SMCB bagi dividen Rp23/saham
∙BNGA putuskan untuk mendirikan multifinance baru
∙Laba bersih KPIG 1Q11 naik 91%
∙TRIO menganggarkan capex sebesar USD20-25juta.
∙Dua pemegang saham DGIK siap lepas kepemilikan sahamnya
∙ADMF terbitkan obligasi.
-------------------------------------------------------------------------
Stock Pick :
never... Never... NEVER... Give In !
Senin, 18 April 2011
Saham2 pilihan untuk Trading beberapa hari
Yg pasti secara Chart, saham DEWA ini mulai minor uptrend. dan transaksi Jum'at menunjukkan Big Volume, sehingga saya rekomen saham ini, yg sabar tunggu aja pullback di 69-70.
Gudlak frens.
Never Give Up and Cia Yoo....
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