15:44 Tasrul Tanar: BMRI, Buy !
15:05 BUMI bisa lead the way balik ke 2000
15:03 Indonesian shares now trade at 2012 p/e ratio of 11X vs 16.9X high average p/e ratio vs 13.9X Asian markets
14:37 eropa mulai Hijau Semua
Senin, 26 September 2011
Senin 26 September 2011
14%3A25+%28IF%29Market+is+now+trades+at+13x+PE%2711.+Using+5yrs+average+of+12x%2C+downside+should+limited+at+3000+level.+Avoid+commodity+play+as+the+revenue+will+get+impact+from+rupiah+depreciation%2C+n+coy+with+huge+debt+%28the+reason+why+bumi+n+adro+drop+a+lot%29.+Keep+defensive+with+consumer+stock+%28indf%2C+klbf%29+and+domestic+sector+ie+banking+%28bmri%2C+bbri%29+n+cement+%28smgr%29.%0D%0A%0D%0A%0D%0A10%253A14%2B%2526nbsp%253BTOP%2BHOLDINGSCompany%2Bname%2B%2525%2BNet%2Bassets%2B%250D%250AAstra%2BInternational%2BTbk%2B12.96%2525%2B%250D%250ABank%2BCentral%2BAsia%2BTbk%2B9.49%2525%2B%250D%250ATelekomunikasi%2BIndonesia%2BTbk%2BCommon%2BStock%2BIdr250.%2B7.08%2525%2B%250D%250ABank%2BRakyat%2BIndonesia%2B%2528Persero%2529%2BTbk%2BB%2B6.99%2525%2B%250D%250ABank%2BMandiri%2BTbk%2BPt%2BCommon%2BStock%2BIdr500.0%2B6.13%2525%2B%250D%250AUnited%2BTractors%2BTbk%2B3.83%2525%2B%250D%250ABumi%2BResources%2BTbk%2B3.82%2525%2B%250D%250APT%2BPerusahaan%2BGas%2BNegara%2B%2528Persero%2529%2BTBK%2B3.12%2525%2B%250D%250AGudang%2BGaram%2BTBK%2B3.08%2525%2B%250D%250ABank%2BNegara%2BIndonesia%2B2.95%2525%2B%250D%250APercentage%2Bof%2Bholdings%2B59.45%2B%250D%250A%250D%250A%250D%250A09%253A33%2526nbsp%253B%2BADRO%2Bati2%2Brumornya%2Btanah%2Byg%2Bdibeli%2Banak%2Busahanya%2Bsenilai%2B%2524200%2Bjuta%2Bsengketa%2B%2528%2Bsumber%2Bkontan%2Bmingguan%2Bhari%2Bini%2529%250D%250A%250D%250A-----------------------------------------------%2B%250D%250ALOTS%2BTradYng%2BCluy%25E2%2584%25A2%2B%257C%2Bwww.lots.co.id%2B%250D%250ALautandhana%2BSecurindo%2B%257C%2BYJ%250D%250AInvestor%2BReference%2B26%2BSep%2B2011%250D%250A%250D%250AYunani%252C%2Byang%2Bmenjadi%2Bepicenter%2Bdari%2Bkrisis%2BEropa%252C%2Bmenunjukkan%2Bitikad%2Bbaik%2Buntuk%2Bmemenuhi%2Bprasyarat%2Bcairnya%2Bbailout%2Btahap%2Bdua.%2BNamun%2Bsemua%2Bitu%2Bbelum%2Bdianggap%2Bcukup%2Boleh%2Blender%2Bdan%2Bjustru%2Btengah%2Bmenyiapkan%2Blangkah%2Bantisipasi%2Bjika%2Bakhirnya%2BYunani%2Bdefault.%2BDunia%2Binternasional%2Bpun%2Bmenuntut%2BEropa%2Bmenyiapkan%2Bdana%2Bcadangan%2Byang%2Blebih%2Bbesar%2Bdari%2Bhanya%2Bsekedar%2B%25E2%2582%25AC440%2Bmiliar.%2BAngka%2B%25E2%2582%25AC2%2Btriliun%2Bbaru%2Bdianggap%2Bmampu%2Bmeredam%2Bkrisis%2Blanjutan%2Bseandainya%2Bmelebar%2Bhingga%2BSpanyol%2Bdan%2BItalia.%250D%250A%250D%250AAkhir%2Bpekan%2Blalu%2Bpasar%2Bfinansial%2Bglobal%2Bmenghela%2Bnafas%2Bdengan%2Bkenaikan%2Bmoderat%2Bdi%2Bbursa%2Bsaham%2Bdan%2Bpenguatan%2Bmajor%2Bcurrencies%2Batas%2BYen%2Bdan%2BDollar.%2BGold%2Banjlok%2Bkarena%2Bdunia%2Btidak%2Blagi%2Bmengkhawatirkan%2Binflasi%2Bdan%2Bjustru%2Bdeflasi%2Bkembali%2526nbsp%253B%2Bmengancam.%2BNamun%2Bpagi%2Bini%2Brasanya%2Btidak%2Bdapat%2Bberharap%2Bbanyak%2Bkarena%2Bdollar%2Bkembali%2Bmenguat%2Bsementara%2Bbursa%2Bregional%2Bmixed%2Bcenderung%2Bturun.%2BPergerakan%2Bindeks%2Bsaham%2Bakan%2Bdipengaruhi%2Boleh%2Bperubahan%2Bsentimen%2Bglobal%2Bdalam%2Bhitungan%2Bmenit.%2BOleh%2Bkarenanya%252C%2BIHSG%2Bdiperkirakan%2Bikut%2Bcenderung%2Btertekan%2Bmengingat%2Bmasih%2Bbesarnya%2Bketidakpastian%2Bdan%2Bsentimen%2Bpasar%2Byang%2Bsangat%2Bfragile.%250D%250A--------------------------------------------------------%250D%250A%250D%250A%250D%250APERSONAL%2BVIEW%2Bon%2B26.09.11%250D%250AOn%2BJCI%250D%250AKetidakpastian%2Bthdp%2Bkondisi%2Bekonomi%2Bglobal%2Btlh%2Bmemicu%2Bpelemahan%2Bsentimen%2Bnegatif%252C%2Bhingga%2Bsempat%2Bmenyentuh%2Bkoreksi%2B9%2525.%2BForeigners%2B%2528spt%2Bbiasanya%2529%2Bmsh%2Bmemilih%2Butk%2Bhengkang%2Bdr%2Bbursa%2Bstlh%2Bcukup%2Bbnyk%2Bmengeruk%2Bprofit.%2BTidak%2Bhanya%2Bbursa%2Btetapi%2Bkurs%2BRupiah%2Bpun%2Btdk%2Bluput%2Bdiporakporandakan%2Boleh%2Binvestor%2Basing.%2BShgg%2Bindeksyg%2Bdic+ka%2Bpekan%2Blalu%2Bpd%2Blevel%2B3755.05%2Bterpaksa%2Bhrs%2Bmelemah%2Bsampai%2Bke%2Blevel%2B3369%252C14%2Bpd%2Bhari%2Bkamis%252C%2Bdan%2Bberhasil%2Bditutup%2Bmenguat%2Btipis%2Bke%2Blevel%2B3426.36.%2BRupiah%2Bikut%2Bterpuruk%2Bmenyentuh%2Blevel%2B9400%2Bnamun%2Bakhirnya%2Bditutup%2Bmenguat%2Bkembali%2Bke%2Blevel%2BRp.8941%2Bper%2Bdolar%2BAS.%2526nbsp%253B%2BUsaha%2Bkeras%2BBank%2BIndonesia%2Bmelalui%2Bintervensi%2Bbuyback%2BSUN%2B%2526amp%253B%2Bmembanjiri%2Bdollar%2Bdi%2Bpasar%2Butk%2Bmeredam%2Bpenguatan%2Bdolar%2BAS.%250D%250A%250D%250ABlm%2Badanya%2Blangkah%2Briil%2Butk%2Bmengatasi%2Bkrisis%2Bfaktor%2Bglobal%2B%2526amp%253B%2526nbsp%253B%2Bserta%2Bmengatasi%2Bsentimen%2Bnegatif%2Bdr%2Bdi%2Bdlm%2Bnegeri%2Bmsh%2Bakan%2Bmembuat%2Bpergerakan%2Bindeks%2Bdibayangi%2Bdgn%2Btekanan%2Bjual%2Bselama%2Bsepekan%2Bkedepan.%2BMskpn%2Baksi%2Bsell-off%2Bdr%2Bforeigners%2Bterutama%2Bdisaham2%2Bberbasis%2Bmanufaktur%252C%2Bperbankan%2B%2526amp%253B%2Bmining%2Bsdh%2Bmulai%2Bmereda%2526nbsp%253B%2Bprediksi%2Bpergerakan%2Bindeks%2Bhari%2Bini%2Bmsh%2Bvolatile%2Bdan%2Bberada%2Bdi%2Bkisaran%2B3338-3480.%2BLedakan%2Bbom%2Byg%2Btjd%2Bdi%2Bkota%2BSolo%2Bstlh%2Bsblmnya%2Btjd%2Bdi%2Bkota%2BAmbon%2Byg%2Bberbau%2BSARA%2Bdiharapkan%2Btdk%2Bmenambah%2Bkekhawatiran%2Binvestor%2Btdhp%2Baksi%2Bterorisme.%2BInvestor%2Bmasih%2Bmenanti%2Bkepastian%2Barah%2B%2526amp%253B%2Bmembutuhkan%2Bstimulus%2Bpositif%2Bdlm%2Bmenentukan%2Binvestasinya.%250D% 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Jumat, 23 September 2011
Jum'at 23 September 2011
16:11 The European Central Bank may act to address risks to growth as soon as next month should economic data disappoint, Governing Council member Luc Coene said.
Potential measures include the reintroduction of longer- term bank loans with maturities of 12 months or even longer, Coene, who heads Belgium’s central bank, said in an interview in Washington late yesterday. Asked if an interest-rate cut is warranted, Coene said while that wouldn’t help to bring down longer-term borrowing costs, “the ECB has never ruled out things beforehand.”
15:55 PGAS di down grade menjadi Rp2200 (YU) dis claimer on
15:19 Yos ngomong di metro
15:06 Menurut Direktur Utama BEI, Ito Warsito, Otoritas bursa juga telah menjalankan protokol manajemen krisis guna menghadapi berbagai kemungkinan situasi pasar.
Hal ini disampaikan Ito dalam pesan singkat kepada detikFinance, di Jakarta, Jumat (23/9/2011).
14:55 Central banks flooding banking with cheap money......
13:47 Evaluasi Schroders thd kondisi pasar: (1) kejatuhan IHSG dan rupiah lbh krn faktor teknis & sentimen, dipicu oleh pemburukan kondisi Eropa. Fundamental pasar dan ekonomi Indonesia relatif tdk berubah; (2) sekarang valuasi IHSG lbh atraktif dibanding regional; (3) rentang fluktgAsi indeks dan rupiah akan makin lebar krn volatilitas pasar Eropa dan USA; (4) tetap fokus pd investasi jangka panjang, "buy on fundamentals", dan jgn terpengaruh oleh volatilitas tajam dlm 1-2 bln kedepan ini; (5) bila ingin tetap invest, ~Akukan "rupiah averaging", dg frekuensi subscription lbh sering tapi dg volume yg lbh kecil, dg tujuan memaksimalkan jumlah unit pd saat valuasi yg lbh atraktif ini. (Discl on 23/09/11).
11:31 BANKING on the move
11:24 intervensi melalui broker DX
10:58 NDF (non delivery foward) turun ke 221 dari 270 .. good for idr
--------------------------------------------------------------
Tips Trading Hari Jumat: Ditengah kondisi pasar yang OVERSOLD saat ini, Sy perkirakan market hari ini lebih tenang ketimbang kemarin krn seperti biasa short term orang agak emosional sehingga panic selling plus ada unsur kesengajaan ingin menciptakan suatu skenario seolah-olah ada capital outflow jika BI jadi menurunkan BI RatE. Gunayan pola trading jika dimungkinkan atau lakukan pembelian secara perlahan atas saham-saham berfundamental bagus dan sedikit atau tidak punya hutang US Dollar jika pasar melemah. Jika kurang puas, hubungi Divisi Research MNC Securities utk menanyakan kondisi fundamental dan teknikal suatu saham yg diminati (ES-MNC Securities)
--------------------------------------------------------------
- Tidak ada yang tahu akan turun hingga berapakah turunnya IHSG, namun apabila secara FA menginginkan PER IHSG berada pada level 12x, maka IHSG akan berada pada posisi 3150, sedangkan apabila IHSG dengan PER 10x, maka IHSG akan berada pada level 2625.
- Buat trader masih menanti adanya bottom reversal, namun buat investor saat ini saham-saham papan atas seperti BBRI dan BMRI PER’nya sudah dibawah 10x, sehingga sudah termasuk murah dengan tingkat growth sekitar 20%/tahun, sehingga buat investor sudah mulai melirik-lirik saham yang akan dikoleksinya, hanya tinggal menanti pada level berapa untuk masuknya. (sumber : Anggun Trader)
---------------------------------------------------------------
Pagi ini all commodity rebound. Future di u.s jg naik 1 pct. Di tambah dng rupiah yg di buka pagi ini dng spread yg lebar 8785 - 8965. Semua mata uang dunia menguat thd us$
Potential measures include the reintroduction of longer- term bank loans with maturities of 12 months or even longer, Coene, who heads Belgium’s central bank, said in an interview in Washington late yesterday. Asked if an interest-rate cut is warranted, Coene said while that wouldn’t help to bring down longer-term borrowing costs, “the ECB has never ruled out things beforehand.”
15:55 PGAS di down grade menjadi Rp2200 (YU) dis claimer on
15:19 Yos ngomong di metro
15:06 Menurut Direktur Utama BEI, Ito Warsito, Otoritas bursa juga telah menjalankan protokol manajemen krisis guna menghadapi berbagai kemungkinan situasi pasar.
Hal ini disampaikan Ito dalam pesan singkat kepada detikFinance, di Jakarta, Jumat (23/9/2011).
14:55 Central banks flooding banking with cheap money......
13:47 Evaluasi Schroders thd kondisi pasar: (1) kejatuhan IHSG dan rupiah lbh krn faktor teknis & sentimen, dipicu oleh pemburukan kondisi Eropa. Fundamental pasar dan ekonomi Indonesia relatif tdk berubah; (2) sekarang valuasi IHSG lbh atraktif dibanding regional; (3) rentang fluktgAsi indeks dan rupiah akan makin lebar krn volatilitas pasar Eropa dan USA; (4) tetap fokus pd investasi jangka panjang, "buy on fundamentals", dan jgn terpengaruh oleh volatilitas tajam dlm 1-2 bln kedepan ini; (5) bila ingin tetap invest, ~Akukan "rupiah averaging", dg frekuensi subscription lbh sering tapi dg volume yg lbh kecil, dg tujuan memaksimalkan jumlah unit pd saat valuasi yg lbh atraktif ini. (Discl on 23/09/11).
11:31 BANKING on the move
11:24 intervensi melalui broker DX
10:58 NDF (non delivery foward) turun ke 221 dari 270 .. good for idr
--------------------------------------------------------------
Tips Trading Hari Jumat: Ditengah kondisi pasar yang OVERSOLD saat ini, Sy perkirakan market hari ini lebih tenang ketimbang kemarin krn seperti biasa short term orang agak emosional sehingga panic selling plus ada unsur kesengajaan ingin menciptakan suatu skenario seolah-olah ada capital outflow jika BI jadi menurunkan BI RatE. Gunayan pola trading jika dimungkinkan atau lakukan pembelian secara perlahan atas saham-saham berfundamental bagus dan sedikit atau tidak punya hutang US Dollar jika pasar melemah. Jika kurang puas, hubungi Divisi Research MNC Securities utk menanyakan kondisi fundamental dan teknikal suatu saham yg diminati (ES-MNC Securities)
--------------------------------------------------------------
- Tidak ada yang tahu akan turun hingga berapakah turunnya IHSG, namun apabila secara FA menginginkan PER IHSG berada pada level 12x, maka IHSG akan berada pada posisi 3150, sedangkan apabila IHSG dengan PER 10x, maka IHSG akan berada pada level 2625.
- Buat trader masih menanti adanya bottom reversal, namun buat investor saat ini saham-saham papan atas seperti BBRI dan BMRI PER’nya sudah dibawah 10x, sehingga sudah termasuk murah dengan tingkat growth sekitar 20%/tahun, sehingga buat investor sudah mulai melirik-lirik saham yang akan dikoleksinya, hanya tinggal menanti pada level berapa untuk masuknya. (sumber : Anggun Trader)
---------------------------------------------------------------
Pagi ini all commodity rebound. Future di u.s jg naik 1 pct. Di tambah dng rupiah yg di buka pagi ini dng spread yg lebar 8785 - 8965. Semua mata uang dunia menguat thd us$
Kamis, 22 September 2011
Kamis 22 september 2011
16:14 By Widya Utami
Sept. 22 (Bloomberg) -- The Indonesia Stock Exchange won’t
take any “extreme actions” amid the plunge in the Jakarta
Composite index, Eddy Sugito, a director at the bourse, said by
telephone today in response to a question whether it would
suspend trading.
The bourse is studying the cause of today’s drop, which was
likely triggered by overseas investors “taking profit” amid
concern over the economy in the U.S. and Europe, Sugito said.
The decline will likely be temporary and Indonesian stock
investors shouldn’t panic, he said. The Jakarta Composite index
tumbled 8.9 percent to 3,369.14 at the 4 p.m. local-time close.
15:36 Kalo di CNBC harusnya lebih real krn itu offshore yg quoting..
15:01 IDR 8790 CNBC
14:33 berita mau suspend (hoax)
14:18 DJ Indonesia Bourse Official: May Suspend Trade If Index Falls 10%(rumours)
Indonesia Economic Minister: Market, Rupiah Falls Will Be Temporary
Sept. 22 (Bloomberg) -- The Indonesia Stock Exchange won’t
take any “extreme actions” amid the plunge in the Jakarta
Composite index, Eddy Sugito, a director at the bourse, said by
telephone today in response to a question whether it would
suspend trading.
The bourse is studying the cause of today’s drop, which was
likely triggered by overseas investors “taking profit” amid
concern over the economy in the U.S. and Europe, Sugito said.
The decline will likely be temporary and Indonesian stock
investors shouldn’t panic, he said. The Jakarta Composite index
tumbled 8.9 percent to 3,369.14 at the 4 p.m. local-time close.
15:36 Kalo di CNBC harusnya lebih real krn itu offshore yg quoting..
15:01 IDR 8790 CNBC
14:33 berita mau suspend (hoax)
14:18 DJ Indonesia Bourse Official: May Suspend Trade If Index Falls 10%(rumours)
Indonesia Economic Minister: Market, Rupiah Falls Will Be Temporary
Kamis 22 September 2011
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Rabu, 21 September 2011
Rabu 21 September 2011
14:47 Jumat lalu kan pemerintah beli sun, salah satu penjualnya DB, tapi DB gagal serah
13:58 Kim Eng Indonesia Research : Rupiah Plays
Rupiah plays
We believe the rupiah weakening would be temporary. The rupiah will rebound as the global economic risks decline and risk appetite returns. For instance, when Lehman Brothers collapsed in September 2008, which increased risks in the global banking system, the rupiah fell to its weakest level in November 2008; however, it had appreciated steadily from then on. This time around, we may see the same trend, though probably in a more moderate form.
Analyst
Katarina Setiawan
13:30 ENRG: 160-270. STILL, it is the Masela factor that in the future would help ENRG's performance and increase its asset
value. Anyway, this may put ENRG to become a target of acquisition by both foreign and domestic companies due to
promising outlook on Kangean and Masela gas and oil block acquired in 2009. My 12-month target on M&A possibility is
at IDR320. It is a buy at any levels below IDR180
13:10 Markets are expecting the Fed to unveil a modern day "Operation Twist," similar to a Federal Reserve program in the early 1960s which was named for the famous dance, the topic of Checkers' songs. Fed watchers speculate on various degrees of easing, but they basically agree the Fed is about to unveil a program to buy longer dated Treasury securities in a bid to hold down interest rates.
11:27 Temasek is bidding 60% Poly's stake and assuming debt from Damiano Investment BV, the Netherland. Price Range at IDR3000-IDR4000, a 50% discount to IDR6,000 pre reversed stock in 2008. (RUMORS ON STREET)
11:20 Temasek di beritakan akan menjadi salah satu bidder ADMG. Disclamer ON
10:56 Kospi + 1 %. Shg + 2 .5%. Asx + 0,6 %. Nikkei + 0.5%. Hgsng - 0.1%.
10:27 hangseng membaik minus 0.37 pct
09:57 UNTR: Penjualan Komatsu di 8M11 naik 54.6%
09:55 REMINDER::ANGKOK (Dow Jones)--Siam Cement PCL (SCC.TH), Thailand's largest industrial
conglomerate by sales, said Tuesday it has agreed to buy a 30% stake in
Indonesia's PT Chandra Asri Petrochemical Tbk (TPIA.JK) for around $441.2
million.
Siam Cement will buy a 22.9% stake from Apleton Investments, a unit of
Singapore government's investment arm Temasek Holdings Pte. Ltd., and a 7.1%
stake from PT Barito Pacific Tbk (BRPT.JK).
Chandra Asri, Indonesia's sole cracker operator, operates 520,000 metric tons
per year of cracker at Merak, West Java. The company produces polyethylene,
polypropylene, styrene monomer and various other olefins products.
Siam Cement will buy the shares for IDR4,088 each disclaimer ON
09:40 hangseng membaik minus 0.87 pct
--------------------------------------------------------------
Wednesday (21/9) Early BIRD Fundamental Prespective Edwin Sebayang
Bursa Indonesia & Rupiah berpotensi terkena tekanan jual kembali dlm perdagangan Rabu (21/9) stlh Dow hanya ditutup flat 7.65 poin menyusul blm selesainya review atas Yunani sebelum dpt dikucurkan paket bailout selanjutnya setelah Tim Troi mengatakan akan kembali ke Yunani Oktober nanti utk mereview situasi keuangan terakhir Yunani.
Tekanan lain dtg dari Moody's yg mengatakan Repatriasi Devisa akan berdampak negatif atas Indonesia dan menyulitkan emiten2 spt: BUMI, ADRO, BRAU dan UNSP sbg contoh dlm hal mendapatkan pendanaan dari kreditur asing.
Setelah sempat menguat lebih dari 120 poin, Dow Jones akhirnya ditutup hanya naik tipis +7.65 poin (+0.07%) dlm perdagangan Selasa (20/9), menyusul laporan belum adanya kesepakatan mengenai pencairan dana bantuan selanjutnya utk Yunani setelah "the Troika" (EU, ECB & IMF) mengatakan akan kembali mengunjungi Athena di bln Oktober utk menyelesaikan review mrk mengenai situasi keuangan di Yunani & investor sdg menunggu hasil pertemuan rapat The Fed mengenai kebijakau suku bunga dimana FOMC diharapkan akan mendorong turun kembali suku bunga jangka panjang yg sdh rendah tsb ke tingkat yg lebih rendah kembali minggu ini dgn merubah melalui obligasi bertenor panjang dlm portofolio mrk yg dikenal sbg "Operation Twist".
Data ekonomi Konstruksi Rumah Baru Agustus yg turun -5%, turun terendah sejak April 2011 mjd sebesar 571.000 unit (ekspektasi 590.000 uni), menarik turun pertumbuhan ekonomi & memberikan tekanan keras kpd Pres Obama utk bekerja lebih keras utk menolong ekonomi yg sdg lemah spt kurang darah.
DOW 11408.66 +0.07%
NAS 2590.23 -0.86%
S&P 1202.08 -0.17%
OIL 86.38 +0.66%
GOLD 1807.10 +1.59%
TLK.33.06 (Rp.7300 )
IIT.31.45 (Rp.5555)
Wed IDX Range: 3718-3870
BOW: ITMG (43900-45950), JSMR (3850- 4100), ASII (64050-66900), AKRA (2550-2750), INTP (12650-13650), BBRI (6050-6350), TBLA (650-710)
ES-Discl On
-----------------------------------------------------------
PERSONAL VIEW on 21.09.11
On Global Market
Laporan keuangan positif kwartal 3 yg mulai dirilis para emiten, rumours ttg bailout utang Yunani, rencana kunjungan Dewa TROIKA ( European Union, European Central Bank and International Monetary Fund ) ke Athena di awal Oktober, meniupkan angin segar bagi bursa global mskpn pelaku pasar msh menanti dg pesimis hasil pertemuan FOMC yg akan membahas "operation twist" (low long-term interest rates, restructuring portfolio) serta proposal "class walfare" yg diajukan Obama(utk m'atasi defisit anggaran $3.6 trillion melalui kenaikan tax).
Bursa Eropa & AS ditutup di zona positif mengabaikan "downgrade"prediksi pertumbuhan ekonomi masing2 negara yg dirilis oleh IMF(thn ini hanya akan tumbuh 1.5% this turun dr 2.5%), serta penurunan rating hutang negara Italy oleh pemeringkat S&P, serta perkiraan penurunan laporan indikator pergerakan ekonomi yg akan dirilis minggu ini.
On Regional Market
Dr kawasan Asia, The MSCI Emerging Markets Index ditutup naik 0.3%, Russia’s Micex Index (+1.6%) & the BSE India Sensitive Index naik 2.1%. Kecuali Nikkei (-1.61%), mayoritas bursa ditutup membaik HSI (+0.51%), China (+0.41%)
On Currencies & Commodities
Penguatan USD msh berlanjut, tercatat mata uang 'safe haven' Franc turun 0.5% mjd 1.21387 per Euro & terdepresiasi 0.6% thdp USD pasca kebijakan pembatasan penyimpanan dlm mata uang ini. € sedikit melemah thdp USD (-0.7%).
Komoditas(gandum & jagung) mengalami rally hampir 1%, sedangkan harga emas kembali naik signifikan 1.7% ke level $1,809.10 per ounce.
Copper turun cukup tajam(-20% sejak bln feb'11 yg lalu) Komoditas(gandum & jagung) mengalami rally hampir 1%, sedangkan harga emas kembali naik signifikan 1.7% ke level $1,809.10 per ounce.
Copper turun cukup tajam(-20% sejak bln feb'11 yg lalu) sejalan dgn prediksi IMF atas lambatnya pertumbuhan ekonomi dunia yg b'dampak akan melemahnya permintaan penggunaan metal (used in wired & pipes)
On JCI
Kegamangan atas situasi kisruh di Eropa & AS msh mjd fokus bagi para pelaku pasar di bursa lokal kita. Penantian adanya kepastian sejauh mana antisipasi yg akan dilakukan oleh para dewa penyelamat membuat banyak pelaku pasar mengambil posisi 'wait & see'. Support pemerintah atas berbagai tameng mulai menumbuhkan sentimen positif, fund manager lokal & institusi besar mulai bersiap2 mengakumulasi banyak saham cantik yg memiliki lap keu baik & berpotensi mendistribusikan return yg optimal thn ini.
Ditutup dilevel support 3752.11 (-0.07%) pembalikan arah saham2 berkapitalisasi bsr berbasis Manufacture & Financial di sesi 2 mjd tumpuan harapan atas pergerakan saham scr keseluruhan dgn value Rp. 4.7tn, mskpn foreigners msh melakukan sell-off senilai Rp.784 M (BMRI, BBRI & ASII). Nilai tukar Rupiah thdp dolar AS kmrn mengalami penguatan dan ditutup mjd Rp. 8893. Prediksi hari ini pergerakan IHSG msh dilingkup yg terbatas dgn kisaran 3698-3780.
Sbg catatan, IHSG selama 2thn terakhir memiliki kinerja terbaik di Asia Pasifik dgn imbal hasil 86,98% (2009) dan 46,13% (2010). Selama sepekan total capital outflow dr bursa saham lokal mencapai US$98.92 jt.
On Stock Pick
Akumulasi buy utk investor dgn time horizon mid & long term, dg optimal return di akhir thn:
Finance: BBRI, BMRI, BBNI,BBCA,BDMN,BJBR;
Manufacture: ASII, IMAS,GJTL, MASA;
Infrastructure: TLKM,JSMR,SMGR,META;
Mining: PTBA,HRUM,ITMG, BUMI,BRMS,MEDC
Consumer Goods: INDF,KLBF,GGRM, AISA;
Property: ASRI, SSIA
Trading Buy: ENRG, KIJA
JCI for today:
Support: . 3710 ; 3672
Resistance: 3775 ; 3800
USD/IDR: 8850-9000
"Selamat berkarya & berinvestasi"
(By: Cynthia. Source: BN, CNBC, BI, Kontan)
*********
--------------------------------------------------------------------
RUMOR 1 September 2011
Temasek Tambah Saham BDMN
TEMASEK Holdings melalui anak usahanya, Asia Financial Pte Ltd, kabarnya berencana menambah kepemilikan saham di PT Bank Banamon Tbk (BDMN) dari saat ini sebesar 67,37%. Skema yang ditempuh adalah private placement, sehingga harga BDMN berpeluang ke level Rp 6.000 untuk jangka pendek
TINS Menuju Rp 3.000
PT TIMAH Tbk (TINS) diprediksi mampu membukukan pertumbuhan laba bersih 200% pada 2011. Hal itu bakal berdampak positif terhadap harga sahamnya. Saat ini, PER TINS hanya tujuh kali, termurah di sektor tambang. Sejalan dengan itu, kabarnya TINS bakal dikerek ke Rp 3.000 dalam jangka pendek. Kemarin, TINS naik Rp 25 (1,2%) menjadi Rp 2.100
ALMI Akuisisi Perusahaan Malaysia
PT ALUMINDO Light Metal Tbk (ALMI) kabarnya berencana mengakusisi perusahaan alumunium asal Malaysia, sejalan niat perseroan memperluas pasarnya di Asia. Selain itu, peningkatan produksi menjadi 144 ribu ton per tahun juga berdampak positif. Hal tersebut diprediksi memicu saham menuju target jangka pendek di level Rp 1.500
13:58 Kim Eng Indonesia Research : Rupiah Plays
Rupiah plays
We believe the rupiah weakening would be temporary. The rupiah will rebound as the global economic risks decline and risk appetite returns. For instance, when Lehman Brothers collapsed in September 2008, which increased risks in the global banking system, the rupiah fell to its weakest level in November 2008; however, it had appreciated steadily from then on. This time around, we may see the same trend, though probably in a more moderate form.
Analyst
Katarina Setiawan
13:30 ENRG: 160-270. STILL, it is the Masela factor that in the future would help ENRG's performance and increase its asset
value. Anyway, this may put ENRG to become a target of acquisition by both foreign and domestic companies due to
promising outlook on Kangean and Masela gas and oil block acquired in 2009. My 12-month target on M&A possibility is
at IDR320. It is a buy at any levels below IDR180
13:10 Markets are expecting the Fed to unveil a modern day "Operation Twist," similar to a Federal Reserve program in the early 1960s which was named for the famous dance, the topic of Checkers' songs. Fed watchers speculate on various degrees of easing, but they basically agree the Fed is about to unveil a program to buy longer dated Treasury securities in a bid to hold down interest rates.
11:27 Temasek is bidding 60% Poly's stake and assuming debt from Damiano Investment BV, the Netherland. Price Range at IDR3000-IDR4000, a 50% discount to IDR6,000 pre reversed stock in 2008. (RUMORS ON STREET)
11:20 Temasek di beritakan akan menjadi salah satu bidder ADMG. Disclamer ON
10:56 Kospi + 1 %. Shg + 2 .5%. Asx + 0,6 %. Nikkei + 0.5%. Hgsng - 0.1%.
10:27 hangseng membaik minus 0.37 pct
09:57 UNTR: Penjualan Komatsu di 8M11 naik 54.6%
09:55 REMINDER::ANGKOK (Dow Jones)--Siam Cement PCL (SCC.TH), Thailand's largest industrial
conglomerate by sales, said Tuesday it has agreed to buy a 30% stake in
Indonesia's PT Chandra Asri Petrochemical Tbk (TPIA.JK) for around $441.2
million.
Siam Cement will buy a 22.9% stake from Apleton Investments, a unit of
Singapore government's investment arm Temasek Holdings Pte. Ltd., and a 7.1%
stake from PT Barito Pacific Tbk (BRPT.JK).
Chandra Asri, Indonesia's sole cracker operator, operates 520,000 metric tons
per year of cracker at Merak, West Java. The company produces polyethylene,
polypropylene, styrene monomer and various other olefins products.
Siam Cement will buy the shares for IDR4,088 each disclaimer ON
09:40 hangseng membaik minus 0.87 pct
--------------------------------------------------------------
Wednesday (21/9) Early BIRD Fundamental Prespective Edwin Sebayang
Bursa Indonesia & Rupiah berpotensi terkena tekanan jual kembali dlm perdagangan Rabu (21/9) stlh Dow hanya ditutup flat 7.65 poin menyusul blm selesainya review atas Yunani sebelum dpt dikucurkan paket bailout selanjutnya setelah Tim Troi mengatakan akan kembali ke Yunani Oktober nanti utk mereview situasi keuangan terakhir Yunani.
Tekanan lain dtg dari Moody's yg mengatakan Repatriasi Devisa akan berdampak negatif atas Indonesia dan menyulitkan emiten2 spt: BUMI, ADRO, BRAU dan UNSP sbg contoh dlm hal mendapatkan pendanaan dari kreditur asing.
Setelah sempat menguat lebih dari 120 poin, Dow Jones akhirnya ditutup hanya naik tipis +7.65 poin (+0.07%) dlm perdagangan Selasa (20/9), menyusul laporan belum adanya kesepakatan mengenai pencairan dana bantuan selanjutnya utk Yunani setelah "the Troika" (EU, ECB & IMF) mengatakan akan kembali mengunjungi Athena di bln Oktober utk menyelesaikan review mrk mengenai situasi keuangan di Yunani & investor sdg menunggu hasil pertemuan rapat The Fed mengenai kebijakau suku bunga dimana FOMC diharapkan akan mendorong turun kembali suku bunga jangka panjang yg sdh rendah tsb ke tingkat yg lebih rendah kembali minggu ini dgn merubah melalui obligasi bertenor panjang dlm portofolio mrk yg dikenal sbg "Operation Twist".
Data ekonomi Konstruksi Rumah Baru Agustus yg turun -5%, turun terendah sejak April 2011 mjd sebesar 571.000 unit (ekspektasi 590.000 uni), menarik turun pertumbuhan ekonomi & memberikan tekanan keras kpd Pres Obama utk bekerja lebih keras utk menolong ekonomi yg sdg lemah spt kurang darah.
DOW 11408.66 +0.07%
NAS 2590.23 -0.86%
S&P 1202.08 -0.17%
OIL 86.38 +0.66%
GOLD 1807.10 +1.59%
TLK.33.06 (Rp.7300 )
IIT.31.45 (Rp.5555)
Wed IDX Range: 3718-3870
BOW: ITMG (43900-45950), JSMR (3850- 4100), ASII (64050-66900), AKRA (2550-2750), INTP (12650-13650), BBRI (6050-6350), TBLA (650-710)
ES-Discl On
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PERSONAL VIEW on 21.09.11
On Global Market
Laporan keuangan positif kwartal 3 yg mulai dirilis para emiten, rumours ttg bailout utang Yunani, rencana kunjungan Dewa TROIKA ( European Union, European Central Bank and International Monetary Fund ) ke Athena di awal Oktober, meniupkan angin segar bagi bursa global mskpn pelaku pasar msh menanti dg pesimis hasil pertemuan FOMC yg akan membahas "operation twist" (low long-term interest rates, restructuring portfolio) serta proposal "class walfare" yg diajukan Obama(utk m'atasi defisit anggaran $3.6 trillion melalui kenaikan tax).
Bursa Eropa & AS ditutup di zona positif mengabaikan "downgrade"prediksi pertumbuhan ekonomi masing2 negara yg dirilis oleh IMF(thn ini hanya akan tumbuh 1.5% this turun dr 2.5%), serta penurunan rating hutang negara Italy oleh pemeringkat S&P, serta perkiraan penurunan laporan indikator pergerakan ekonomi yg akan dirilis minggu ini.
On Regional Market
Dr kawasan Asia, The MSCI Emerging Markets Index ditutup naik 0.3%, Russia’s Micex Index (+1.6%) & the BSE India Sensitive Index naik 2.1%. Kecuali Nikkei (-1.61%), mayoritas bursa ditutup membaik HSI (+0.51%), China (+0.41%)
On Currencies & Commodities
Penguatan USD msh berlanjut, tercatat mata uang 'safe haven' Franc turun 0.5% mjd 1.21387 per Euro & terdepresiasi 0.6% thdp USD pasca kebijakan pembatasan penyimpanan dlm mata uang ini. € sedikit melemah thdp USD (-0.7%).
Komoditas(gandum & jagung) mengalami rally hampir 1%, sedangkan harga emas kembali naik signifikan 1.7% ke level $1,809.10 per ounce.
Copper turun cukup tajam(-20% sejak bln feb'11 yg lalu) Komoditas(gandum & jagung) mengalami rally hampir 1%, sedangkan harga emas kembali naik signifikan 1.7% ke level $1,809.10 per ounce.
Copper turun cukup tajam(-20% sejak bln feb'11 yg lalu) sejalan dgn prediksi IMF atas lambatnya pertumbuhan ekonomi dunia yg b'dampak akan melemahnya permintaan penggunaan metal (used in wired & pipes)
On JCI
Kegamangan atas situasi kisruh di Eropa & AS msh mjd fokus bagi para pelaku pasar di bursa lokal kita. Penantian adanya kepastian sejauh mana antisipasi yg akan dilakukan oleh para dewa penyelamat membuat banyak pelaku pasar mengambil posisi 'wait & see'. Support pemerintah atas berbagai tameng mulai menumbuhkan sentimen positif, fund manager lokal & institusi besar mulai bersiap2 mengakumulasi banyak saham cantik yg memiliki lap keu baik & berpotensi mendistribusikan return yg optimal thn ini.
Ditutup dilevel support 3752.11 (-0.07%) pembalikan arah saham2 berkapitalisasi bsr berbasis Manufacture & Financial di sesi 2 mjd tumpuan harapan atas pergerakan saham scr keseluruhan dgn value Rp. 4.7tn, mskpn foreigners msh melakukan sell-off senilai Rp.784 M (BMRI, BBRI & ASII). Nilai tukar Rupiah thdp dolar AS kmrn mengalami penguatan dan ditutup mjd Rp. 8893. Prediksi hari ini pergerakan IHSG msh dilingkup yg terbatas dgn kisaran 3698-3780.
Sbg catatan, IHSG selama 2thn terakhir memiliki kinerja terbaik di Asia Pasifik dgn imbal hasil 86,98% (2009) dan 46,13% (2010). Selama sepekan total capital outflow dr bursa saham lokal mencapai US$98.92 jt.
On Stock Pick
Akumulasi buy utk investor dgn time horizon mid & long term, dg optimal return di akhir thn:
Finance: BBRI, BMRI, BBNI,BBCA,BDMN,BJBR;
Manufacture: ASII, IMAS,GJTL, MASA;
Infrastructure: TLKM,JSMR,SMGR,META;
Mining: PTBA,HRUM,ITMG, BUMI,BRMS,MEDC
Consumer Goods: INDF,KLBF,GGRM, AISA;
Property: ASRI, SSIA
Trading Buy: ENRG, KIJA
JCI for today:
Support: . 3710 ; 3672
Resistance: 3775 ; 3800
USD/IDR: 8850-9000
"Selamat berkarya & berinvestasi"
(By: Cynthia. Source: BN, CNBC, BI, Kontan)
*********
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RUMOR 1 September 2011
Temasek Tambah Saham BDMN
TEMASEK Holdings melalui anak usahanya, Asia Financial Pte Ltd, kabarnya berencana menambah kepemilikan saham di PT Bank Banamon Tbk (BDMN) dari saat ini sebesar 67,37%. Skema yang ditempuh adalah private placement, sehingga harga BDMN berpeluang ke level Rp 6.000 untuk jangka pendek
TINS Menuju Rp 3.000
PT TIMAH Tbk (TINS) diprediksi mampu membukukan pertumbuhan laba bersih 200% pada 2011. Hal itu bakal berdampak positif terhadap harga sahamnya. Saat ini, PER TINS hanya tujuh kali, termurah di sektor tambang. Sejalan dengan itu, kabarnya TINS bakal dikerek ke Rp 3.000 dalam jangka pendek. Kemarin, TINS naik Rp 25 (1,2%) menjadi Rp 2.100
ALMI Akuisisi Perusahaan Malaysia
PT ALUMINDO Light Metal Tbk (ALMI) kabarnya berencana mengakusisi perusahaan alumunium asal Malaysia, sejalan niat perseroan memperluas pasarnya di Asia. Selain itu, peningkatan produksi menjadi 144 ribu ton per tahun juga berdampak positif. Hal tersebut diprediksi memicu saham menuju target jangka pendek di level Rp 1.500
Selasa, 20 September 2011
Selasa 20 September 2011
Stock review... CMNP
CMNP, midterm masih strong Uptrend, ditambah tgl 28 September ini ada kenaikan harga tarif Tol 10-12 persen.
secara teknikal, jangka pendek, terdapat pola Head and shoulder, dengan neck atau leher di 1570-1580, jika jebol dengan volume, akan ada target maksimal di 1430, pas di channel uptrendnya.
Support kuat di 1500-1510.
Semoga bermanfaat. Disclaimer On
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16:09 Buy BKSL. A waiting merrillynch riset. Tp 550
15:55 Tasrul Tanar: BBRI , Buy ,resis berikut di 6500
15:29 Tasrul Tanar: PTBA mulai akumulasi beli
15:28 SMGR 8300 signal reversal (doji) with Volume
disclaimer On
15:05 Breaking news. Eropa 1% up
14:25 Tasrul Tanar: ASII spec buy
14:25 Rumours on the street SALIM group masuk di INDF
14:01 Spot usd/idr running 9020/9040
12:41 Menkeu sudah memerintahkan PIP dan institusi pendamping untuk beli saham dan obligasi serta menjaga rupiah dari kejatuhan. PIP dan institusi pendamping dikabarkan menyiapkan sekitar Rp12 trilyun untuk operasi pasar yang akan dimulai sore ini.
11:41 India + 1 pct
11:40 Medco Plans to Resume Area 47 Operation in Libya Next Month
2011-09-20 04:16:06.442 GMT
By Yoga Rusmana
Sept. 20 (Bloomberg) -- PT Medco Energi Internasional plans to resume operation of its Area 47 oil block in Libya next month, President Director Lukman Mahfoedz said in Jakarta today.
11:35 Papandreou is considering holding a referendum on whether
his nation should remain or exit from the euro common currency,
the Kathimerini newspaper said, citing people it didn’t name. A
bill to set up a referendum on the euro may be submitted to
parliament and discussed in the coming days, the Greek newspaper
said.
Siam Cement’s SCG Chemicals Unit Buys Stake in Chandra Asri
2011-09-20 01:21:59.164 GMT
By Tony Jordan
Sept. 20 (Bloomberg) -- Siam Cement Pcl said its SCG
Chemicals Co. unit bought a 30 percent stake in Indonesia’s PT
Chandra Asri Petrochemical.
The Bangkok-based company bought 218.5 million shares from
PT Barito Pacific and 701.3 million shares from Apleton
Investments Ltd. at 4,088 rupiah a share, valuing the
transaction at 13.5 billion baht, the company said in a
statement today.
Link to Statement:{NSN LRSRKG3PR6RK <GO>}
secara teknikal, jangka pendek, terdapat pola Head and shoulder, dengan neck atau leher di 1570-1580, jika jebol dengan volume, akan ada target maksimal di 1430, pas di channel uptrendnya.
Support kuat di 1500-1510.
Semoga bermanfaat. Disclaimer On
---------------------------------------------------------------------------
16:09 Buy BKSL. A waiting merrillynch riset. Tp 550
15:55 Tasrul Tanar: BBRI , Buy ,resis berikut di 6500
15:29 Tasrul Tanar: PTBA mulai akumulasi beli
15:28 SMGR 8300 signal reversal (doji) with Volume
disclaimer On
15:05 Breaking news. Eropa 1% up
14:25 Tasrul Tanar: ASII spec buy
14:25 Rumours on the street SALIM group masuk di INDF
14:01 Spot usd/idr running 9020/9040
12:41 Menkeu sudah memerintahkan PIP dan institusi pendamping untuk beli saham dan obligasi serta menjaga rupiah dari kejatuhan. PIP dan institusi pendamping dikabarkan menyiapkan sekitar Rp12 trilyun untuk operasi pasar yang akan dimulai sore ini.
11:41 India + 1 pct
11:40 Medco Plans to Resume Area 47 Operation in Libya Next Month
2011-09-20 04:16:06.442 GMT
By Yoga Rusmana
Sept. 20 (Bloomberg) -- PT Medco Energi Internasional plans to resume operation of its Area 47 oil block in Libya next month, President Director Lukman Mahfoedz said in Jakarta today.
11:35 Papandreou is considering holding a referendum on whether
his nation should remain or exit from the euro common currency,
the Kathimerini newspaper said, citing people it didn’t name. A
bill to set up a referendum on the euro may be submitted to
parliament and discussed in the coming days, the Greek newspaper
said.
Siam Cement’s SCG Chemicals Unit Buys Stake in Chandra Asri
2011-09-20 01:21:59.164 GMT
By Tony Jordan
Sept. 20 (Bloomberg) -- Siam Cement Pcl said its SCG
Chemicals Co. unit bought a 30 percent stake in Indonesia’s PT
Chandra Asri Petrochemical.
The Bangkok-based company bought 218.5 million shares from
PT Barito Pacific and 701.3 million shares from Apleton
Investments Ltd. at 4,088 rupiah a share, valuing the
transaction at 13.5 billion baht, the company said in a
statement today.
Link to Statement:{NSN LRSRKG3PR6RK <GO>}
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