Senin 26 Maret 2012

11:34  POLY EPS: IDR82; NOW TRADES AT P/ERATIO OF 4.5 X 2011 EPS; 2.7X 2012 EPS VS CHEMICAL INDUSTRIAL AVERAGE P/E RATIO OF 12X; FAIR VALUE BASED ON 12 X IDR125 = IDR1,500. DEBT RESTRUCTURING IS IN THE PROGRESS, TOO.


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 On Tap This Week:

MONDAY: Fed's Plosser speaks, Bernanke speaks, Chicago Fed national activity, pending home sales index, Dallas Fed mfg survey

TUESDAY: S&P Case-Shiller home price index, consumer confidence, 2-yr note auction, Fed's Rosengren speaks; Earnings from Lennar, Walgreen

WEDNESDAY: Weekly mortgage apps, durable goods orders, oil inventories, 5-yr note auction, Fed's Bullard speaks, FDA discusses obesity drugs

THURSDAY: GDP, jobless claims, corporate profits, Fed's Plosser speaks, 7-yr note auction, farm prices, Fed's Lacker speaks; Earnings from Best Buy, Research In Motion

FRIDAY: Personal income & outlays, Chicago PMI, consumer sentiment, Stringer's last day as Sony CEO.
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Monday (26/03) Early BIRD Fundamental Prespective (Edwin Sebayang-MNC Securities)

Aksi beli Fund Managers AS di menit2 terakhir atas saham2 yg outperform sampai saat ini menjelang berakhirnya Q 1/2012 atau DKL Window Dressing mjd pendorong Wall Street menguat sepanjang minggu ini. 

Di minggu terakhir Q1/2012, Wall Street akan mendpt data ekonomi lebih lengkap mengenai kondisi ekonomi spt: Tingkat Kepercayaan bln Maret (Selasa), Pesanan Barang Tahan Lama (Rabu), GDP Q4/2011 plus Data Personal Income & Personal Spending bln February & Chicago Purchasing Managers Index serta data Sentiment Consumers (Jumat).

Sdgkan dari dlm negeri, bbbrp faktor yg perlu dicermati: 1) Dlm rangka menolak kenaikan harga BBM, tgl 27 Maret'12 rencananya akan dilakukan aksi demonstrasi serentak di 33 Propinsi, tgl 27 Mar'12, ES MENGHIMBAU kpd seluruh nasabah MNC Securities utk MENGURANGI posisi portofolio yg sudah Cuan (Untung), Pegang cash & JANGAN PANIK sementara waktu sambil melihat perkembangan selanjutnya.

DOW 13080.73 +0.27%
OIL 106.87 +1.44%
GOLD 1662.4 +1.21%
NICKEL 18175. -1.49%
TIN.22225. +0.52%
CPO. 3470. +3.06% 

Monday IDX Range: 4016-4057

BOW: ASII, UNTR, AALI, ICBP, BBRI, HEXA, BBNI, MAPI, WIKA, BBCA, JAWA, ROTI, GTBO (ES-MNC Securities/Disc On)