Kamis, 1 Maret 2012

11:25  MDLN WATCHOUT FOR AN EARLY BREAKOUT


11:05  *DJ Indonesia Feb CPI +0.05% On Month; +0.27% Expected
 Indonesia Feb CPI +3.56% On Year; +3.80% Expected

10:30 market tunggu data inflasi yg akan d release BPS jam 11 nanti

10:29  NEGO BTEL 275 73.450 LOT


10:17  Bumi Resources expects to redeem its $231 million short-term investment in Recapital Advisors, recover the remaining $260 million of a loan given to coal miner PT Bukit Mutiara and sell up to a 20% stake in its non-coal unit PT Bumi Resources Minerals (BRMS.JK) for up to $560 million.

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Zp- Modernland (MDLN.IJ, BUY) - Starting the engine of growth

–          Modernland plans to introduce three new projects around Greater Jakarta Area from 2012-2014; the total estimated value is Rp750b.

–          The company currently has a 735-ha landbank. Going forward, the company plans to develop its existing 228 ha of raw land to be the next crown jewel development, namely Kota Modern Extension.

–          We derive our TP of Rp590 from a 44%-discount to our estimated NAV of Rp1,063 per share. Our TP translates into a PBV of 2.3x that is on par with the industry average.

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Thursday (01/03) Early BIRD Fundamental Prespective (Edwin Sebayang-MNC. Securities)

Tidak adanya "Benang Merah" dari The Fed Chairman - Ben Bernanke, mengenai akan dikucurkannya Paket Stimulus baru membuat Wall Street dilanda aksi profit taking semalam dmn Dow turun -53.05 poin (-0.41%) ttp The CBOE Volatility Index stabil pd level diatas 18, serta jg menjungkir-balikkan harga emas & perak dmn harga emas jatuh tajam sebesar USD -91.3/troy ounce (-5.1%) ditengah berita positif yg keluar diawal perdagangan mengenai GDP AS Q4/2011 yg bertumbuh 3%, tercepat sejak Q2/2010, setelah ekonomi bertumbuh 1.8% di Q3/2011 serta data Aktivitas Bisnis Midwest Index bln Febraury menguat kelevel 64, suatu level tertinggi sejak April 2011.

Bursa Indonesia ES perkirakan masih berpeluang menguat terbatas didorong "sisa-sisa" eforia penguatan Rabu akibat absent nya kenaikan harga minyak & penguatan Rupiah  ditengah 2 faktor ekonomi penting yg harus terus diperhatikan yakni: bgm ketegasan Pemerintah & DPR mengenai berapa besar kenaikan harga BBM Premium ditengah kekhawatiran Inconsistency kebijakan BI atas BI Rate sbg tanggapan inflasi kedepannya.

WASPADAI!!! aksi profit taking atas saham ANTM, INCO & TINS, khususnya ANTM setelah MENGECEWAKANnya Laporan Keuangan Q4/2011 dmn Net Profit hanya tumbuh +13% dan TAJAMNYA KEJATUHAN harga emas semalam sebesar -5.1% ditutup dibawah USD 1700/troy ounce serta kejatuhan harga nickel -2.53% serta Timah turun -1.8%.

DOW 12952.07 -0.41%
NASDAQ 2966.89 -0.67%
S&P 1365.68 -0.47%
OIL 106.84 +0.27%
GOLD 1697.1 -5.1%
NICKEL.19255. -2.53%
TIN.23625. -1.79%
CPO 3225. -0.71% 
TLK.30.89 (Rp.6960)
IIT.30.08 (Rp 5420)
IDR Rp 9.010

Thursday IDX Range: 3953-4005

BUY: INDF, BBNI, SMGR, PGAS, BBRI, ASII, INTP, BMRI, UNTR, ICBP, UNVR, PTPP, INTA(ES-MNC Securities/Disc On)