Update Daily Investment News 25-03

2nd session on 25.03.11
@ 3607.11 (-4.52pts) (-0.12%)
H: 3639.68 ; L: 3591.54
Value: 5 T (NG 614 B )
Volume: 3 B (NG 413 M )
Foreign Nett Buy: 599 B
USD/IDR: 8714

10 most active stocks by value:
BMRI @ 6300 (+2.43%)
ASII @ 57900 (+1.93%)
TLKM @ 7150 (0.00%)
BBRI @ 5350 (+0.94%)
ADRO @ 2275 (0.00%)
ITMG @ 48400 (-4.42%)
DOID @ 1140 (+0.88%)
BUMI @ 3150 (-1.56%)
UNTR @ 22500 (-1.95%)
PGAS @ 3800 (0.00%)

1st session on JCI 25.03.11
@3627.85 (+16pts)(+0.44%)
H: 3639.68 ; L: 3610.88
Value: 2.37 T (NG 220 B )
Volume: 1.68 B (NG 259 M )
Foreign Nett Buy: 384 B
USD/IDR: 8700

10 most active stocks by value:
BMRI @ 6300 (+2.43%)
ASII @ 57950 (+2.02%)
TLKM @ 7200 (+0.69%)
ADRO @ 2300 (+1.09%)
BBRI @ 5350 (0.94%)
BUMI @ 3150 (-1.53%)
PGAS @ 3800 (0.00%)
BJBR @ 1160 (+0.87%)
BORN @ 1670 (+1.21%)
DOID @ 1140 (+0.88%)

Friday Look Ahead: Refreshed Bull May Catch its Breath Before Moving Higher
http://www.cnbc.com/id/42257256

Euro's Collapse Is Not 'Unthinkable': Warren Buffett
http://www.cnbc.com/id/42248019

Asian Stocks Rise, Won Strengthens as Recovery May Withstand Europe Crisis
http://www.bloomberg.com/news/2011-03-25/asian-stocks-rise-won-strengthens-as-recovery-may-withstand-europe-crisis.html

Stocks Are Cheap, Right? Why the Bulls May Be Wrong
http://www.cnbc.com/id/42253348

S&P Cuts Portugal's Rating, Warns of Further Downgrade
http://www.cnbc.com/id/42259272

The Only NYSE Stock to Gain Every Year for 10 Years 
http://www.cnbc.com/id/42248737

Best and Worst Stocks in the Market Bounce
http://www.cnbc.com/id/42235571

US Equities Are Cheap, 'Under-Invested': Larry Fink
http://www.cnbc.com/id/42254264

Stock Trading, Near 2011 Low, May Sink More: Technical Analysis
http://www.bloomberg.com/news/2011-03-24/stock-trading-near-2011-low-may-sink-more-technical-analysis.html

British Pound May Reach Two-Year High, Citigroup Says: Technical Analysis
http://www.bloomberg.com/news/2011-03-22/british-pound-may-reach-two-year-high-citigroup-says-technical-analysis.html

S&P 500 Could Drop 9.9% Before Resuming Rise: Technical Analysis
http://www.bloomberg.com/news/2011-03-22/s-p-500-could-drop-9-9-before-resuming-rise-technical-analysis.html

Daily Forex Technicals |   Written by FXtechtrade
EUR/USD
Today's support: - 1.4130 and 1.4087(main), where correction is possible. Break would give 1.4068, where correction also may be. Then follows 1.4027. Break of the latter would result in 1.3996. If a strong impulse, we would see 1.3973. Continuation will give 1.3916.Today's resistance: - 1.4182 and 1.4226(main). Break would give 1.4244, where a correction is possible. Then goes 1.4275. Break of the latter would result in 1.4308. If a strong impulse, we'd see 1.4331. Continuation will give 1.4356.
USD/JPY
Today's support: - 80.55 and 80.13(main). Break would bring 79.74, where correction is possible. Then 79.21, where a correction may also happen. Break of the latter will give 78.86. If a strong impulse, we would see 78.18. Continuation would give 77.62. Today's resistance: - 81.41 and 81.78(main), where a correction may happen. Break would bring 81.96, where also a correction may be. Then 82.24. If a strong impulse, we would see 82.57. Continuation will give 82.80.
DOW JONES INDEX
Today's support: - 12060.00 and 12010.51(main), where a delay and correction may happen. Break of the latter will give 11968.24, where correction also can be. Then follows 11947.46. Be there a strong impulse, we shall see 11902.68. Continuation will bring 11868.72. Today's resistance: - 12195.06(main), where a delay and correction may happen. Break would bring 12222.11, where a correction may happen. Then follows 12240.00, where a delay and correction could also be. Be there a strong impulse, we'd see 12250.23. Continuation would bring 12277.26 and 12295.23.

Daily Forex Technicals |   Written by Admiral Markets
Currency pair EUR/USD
Level of formed waves is changed, but expectations concerning the local direction while remain former. Presumably, the impulse [3] of v of (v) of [iii] is formed. If the assumption is true, within the limits of its complete set it is possible to expect continuation of growth of the price. Overcoming by level 1.4248 will be confirmation of this idea.

Currency pair GBP/USD.
The labelling of the cable as is changed, however expectations concerning the local direction while remain former. Presumably, the Diagonal Triangle (v) of [i] in which frameworks the correctional wave ii of (v) comes to the end is formed. If the assumption is true, after its terminations it is possible to expect growth of the price as the Zigzag iii of (v).

Currency pair USD/JPY.
Presumably the horizontal Triangle iv of (c) comes to an end. If the assumption is true, after its terminations it is possible to count on local growth of the price as the wave v of (c) of [ii].

Top 10 Keynesian Ways to Boost the US Economy

Keynesian economists are propagandizing the media with a unified message; in one breath lightly touching on the human tragedy in Japan, while in the next anticipating with delight the economic recovery it will (supposedly) create. The natural disaster in Japan is tragic both on a human level and economically. Japan may, possibly, enjoy a GDP boost in six months or so as a result of some rebuilding, but the billions in present-day lost productivity will easily negate any future upside.

The buildings and businesses with billions in loans have (and will continue to) experience enormous losses. Who will realize these losses?  Insurance losses – the capital that would be invested in other productive assets - now must cover billions in claims.  And what about the economic impact resulting from the loss of nuclear efficiency? Consider the power situation in Japan over the coming months with 40% of electricity used in greater Tokyo historically originating from the Niigata and Fukushima prefectures.  In totality, it is mystifying how any economist could predict a net economic positive.

Read More: http://www.goldshark.com/kaspars-comments/item/76-top-10-keynesian-ways-to-boost-the-us-economy.html

Investing in Steel: Nine Ways to Strengthen Your Portfolio

Global steel producers were prolific in 2010, with worldwide output reaching a record 1,414 million metric tons (mmt). According to the World Steel Association (WSA), that represented an average production increase of more than 15% from 2009, when the poor global economy had pushed steel demand down to levels not seen since before the turn of the century.

And, based on recent economic and industry forecasts, both production and demand are expected to continue rising for all of 2011 - which bodes well for investors looking to turn hard metals into solid profits.

The WSA forecasts finished steel consumption in 2011 will rise 5.3% to nearly 1,340 mmt - in spite of the fact that steel prices have reached near-record levels in recent months, climbing in January to more than $800 per ton of hot-rolled coil steel, the industry's base product unit.

Read More: http://moneymorning.com/2011/03/24/investing-in-steel-nine-ways-to-strengthen-your-portfolio/

The Best Dow Stocks for the Next 5 Years

The best performing stocks in the market are usually the fastest growing stocks or the stocks with the highest expected growth rates. In this article, we will present the 5-year growth rate estimates for the 30 members of the Dow Jones Industrial Average. The source of the data is Thomson Financial. Theoretically, the stocks with the highest growth estimates and lowest PE ratios should outperform the market on the average.

There are two main problems with using these estimates. First, the estimates may not be accurate under the current assumptions about the future. Second, the estimates may be accurate under the current assumptions, but we may experience adverse developments in the future that might render these estimates obsolete.

Read More: http://seekingalpha.com/article/259913-the-best-dow-stocks-for-the-next-5-years

Investment Legends: “Dollar Collapse Inevitable”

Jeff Clark, BIG GOLD
BIG GOLD: A lot of economists, including the government, believe the worst is behind us economically. Do you agree? If not, what should we be on the lookout for in 2011?

Jim Rogers: It is better for those getting all the government largesse, but the overall situation is worse. More currency turmoil. State and local problems, plus pension problems.

Bill Bonner: None of the problems that caused the crises in Europe and America have been resolved. They have been delayed and expanded by more debt and more money printing and will lead to more and worse crises. Deleveraging takes time. 2011 will, most likely, be a transition year... not unlike 2010. But the risk is that one of these latent crises will become an active crisis.

Peter Schiff: To me, it's like watching someone walk into the same sliding glass door again and again. Wall Street must know by now that large infusions of liquidity from the Fed spur present consumption at the expense of investment for the future. We are an indebted family going out for an expensive meal to celebrate getting approved for a new credit card. It might feel good (at the time), but we're still simply delaying the inevitable.
Read More: http://www.caseyresearch.com/articles/investment-legends

China's Secret Plot to Dump the Dollar

...and 3 Surprising Places You Should Put Your Money Right Now to Avoid the Carnage and Prosper.

Read More: http://www.caseyresearch.com/crpmkt/crpSolo.php?id=209&ppref=MOR209ED0311D

Update Daily Saham News 24-03

MSCI INTERNATIONAL INDEXC MAY ADD BANK NIAGA TO ITS ASIA -EX JAPAN INVESTMENT LIST. PROPOSED WEIGHTING IS AT 0.22%. BORN is probably add to MSCI next month.

DOID REITERATES THAT THE COMPANY WILL NOT ISSUE RIGHTS SHARES
DOID 2010 NET PROFIT ROSE 4,000% TO IDR480 BILLION FROM IDR160 LOSS AT THE END OF 2009 ON HIGHER SALES AND LOWER COST OF DEBTS; PLANS TO ISSUE BANK LOANS TO REPAY REDUCE DEBTS IN 2011; FAIR VALUE IDR2,200

Bank Rakyat Says 2010 Net Income May Be More Than 9.33T Rupiah

 *DJ Telkom 2010 Net Profit IDR11.4 Tln Vs IDR11.33 Tln - Official
 *DJ Telkom To Seek Shareholder Approval In May For Share Buyback
*DJ Telkom To Spend Up To IDR1.5 Tln For Share Buyback - Official
*DJ Telkom 2010 Revenue Up 3% From IDR64.6 Tln In 2009 - Official

1st session on JCI 24.03.11
@3594.35 (+38pts)(+1.07%)
H: 3598.45 ; L: 3551.41
Value: 2.90 T (NG 224 B )
Volume: 1.90 B (NG 59 M)
Foreign Nett Buy: 323 B
USD/IDR: 8719

10 most active stocks by value:
BUMI @ 3200 (+2.40%)
TLKM @ 7050 (+3.67%)
BORN @ 1610 (+3.87%)
PTBA @ 21150 (+1.92%)
BMRI @ 6000 (0.00%)
ADRO @ 2275 (+1.11%)
ITMG @ 50750 (+1.90%)
PGAS @ 3800 (0.00%)
BJBR @ 1150 (+2.67%)
ASII @ 56350 (+0.89%)

JCI for today:
Support: 3520; 3553
Resistance: 3609; 3630

"Have a great lunch.....

KUALA LUMPUR (Dow Jones)--Cash tin at the Kuala Lumpur tin market closed at US$31,200 a metric ton Thursday, up US$1130 from the previous day. Traded volume totaled 50 tons.Bookmark

PRESS DIGEST by REUTERS (24.03.11) - ANEKA TAMBANG SEES 2011 SALES OF NICKEL ORES TO JAPAN AT 2.4 MLN WMT Mining company PT Aneka Tambang expects 2011 sales of its nickel ores to Japan will reach 2.4 million wet metric tonnes (WMT), up from 2.2 million wmt in 2010, said Bimo Budi Satriyo, the company’s corporate secretary, adding that sales to Japan will not be affected by tsunami and earthquake in Japan as it currently has tree long term Japanese buyers that include Pacific Metals co. Ltd, Sumitomo Metal Mining Co Ltd and Nippon Yakin Kogyo Co Ltd. (Kontan p.3)

REMINDER::::RUMOURS: BYAN IS INTERESTED IN BUYING A MAJORITY STAKE IN BORN OFFER PRICE MAY BE AT IDR2,388/SHARE ON GOODWILL (cross check please....)

REMINDER:::HIT 2010 NET PROFIT MAY RISE TO IDR356 BILLION, OR UP 8,000% FROM IDR48 IN LOSSES AT THE END OF 2009. IT IS NOW TRADING AT A P/E RATIO OF ONLY 2X 2011 EARNINGS, EXCLUDING POTENTIAL REVENUE FROM NEWLY COAL MINING ASSETS. FAIR VALUE IS AT IDR440/SHARE AFTER ACQUIRING THE COAL MINING ASSETS

Rumor INDF: Pembagian Cash Deviden sebesar Rp200 di April 2011

RUMOR:: Doid dpt write-off 40 juta us$

BANK PANIN (PNBN) 2020 NET PROFIT MAY RISE 86% TO IDR1.7 TLN FROM IDR915 BILLION A YEAR EARLIER DUE TO HIGHER NET INTERST INCOME

Deutshe Securities Indonesia: INKP.JK  plans to distribute a dividend of IDR 54 from 50% of earnings per share is IDR 108 (disclaimer)

MEDC 2010 NET PROFIT MAY RISE BY 42% TO $27 MILLION (IDR235 BILLION FROM $19 MILLION (IDR165 BILLION) ON HIGHER REVENUE STEMMING FROM HIGHER OIL AND GAS PRICES.

Perkiraaan laba bersih TINS 2010 melonjak 80% menjadi Rp936miliar.TP 2700 (t.reuters)

TINS 2010 NET PROFIT MAY HIT IDR700 BILLION OR MORE THAN DOUBLED FROM IDR314 BILLION AT THE END OF 2009.

LABA BERSIH BUKIT SENTUL UNTUK TAHUN BUKU 2010 NAIK 6 KALI LIPAT MENJADI RP12 MILYAR DARI RP2MILYAR DITAHUN SEBELUMNYA

Estimasi laba bersih HRUM 2010 mencapai 826,8 miliar dan revenue senilai Rp4,398 TP.11.400 (T.Reuters)

JAKARTA. PT Martina Berto Tbk (MBTO) mencatatkan kenaikan laba bersih sebesar 65,4% di tahun lalu. Laporan keuangan MBTO hasil audit menunjukkan, pada akhir 2010, perseroan tercatat meraup laba bersih Rp 36,764 miliar, dibanding tahun sebelumnya senilai Rp 22,230 miliar.

INILAH.COM, Jakarta - PT Adhi Karya Tbk mencatatkan laba bersih naik 14,4% menjadi Rp189,48 miliar pada 2010 dibandingkan periode sama sebelumnya Rp165,53 miliar.

INILAH.COM, Jakarta - PT Chandra Asri Petrochemical Tbk (TPIA) mengalami penurunan laba bersih sebesar 27,87% menjadi Rp348,29 miliar pada 2010 dari Rp482,88 miliar di 2009.

INILAH.COM, Jakarta - PT Arwana Citramulia Tbk (ARNA) membukukan kenaikan laba bersih sebesar 23,71% menjadi Rp79,04 miliar pada 2010 dari Rp63,89 miliar di 2009.

INILAH.COM, Jakarta - PT Antam Tbk (ANTM) telah menandatangani kesepakatan tahap awal proyek feronikel (FeNi) Halmahera dengan PT PLN (Persero) untuk kerjasama jual beli tenaga listrik.

INILAH.COM, Jakarta - PT Gajah Tunggal Tbk (GJTL) mencatatkan laba bersih turun 8,25% menjadi Rp830,62 miliar pada 2010 dibandingkan periode sama sebelumnya sebesar Rp905,33 miliar.

INILAH.COM, Jakarta - PT Tower Bersama Infrastructure Tbk (TBIG) mencatatkan laba bersih naik 35,76% menjadi Rp326,72 miliar pada 2010 dibandingkan periode sama sebelumnya Rp240,65 miliar.

INILAH.COM, Jakarta - PT KMI Wire and Cable Tbk (KBLI) membukukan kenaikan laba bersih sebesar 133,43% menjadi Rp48,32 miliar pada 2010 dari Rp20,7 miliar di 2009.

@IHSG vs DJIA Are Supported By Long Term Wave M.A

IHSG

IHSG

DJIA

DJIA

EWI: Japan's NIKKEI: Where Would It Be Now If Not for The Earthquake?

The Media Says the "Little Guy" is Back: A Bearish Signal?
http://www.elliottwave.com/freeupdates/archives/2011/03/22/The-Media-Says-the--Little-Guy--is-Back-A-Bearish-Signal.aspx

 Japan's NIKKEI: Where Would It Be Now If Not for The Earthquake?
http://www.elliottwave.com/freeupdates/archives/2011/03/16/Japan-s-NIKKEI-Where-Would-It-Be-Now-If-Not-for-The-Earthquake-.aspx

The Awesome Power of Consensus Thinking
http://www.elliottwave.com/freeupdates/archives/2011/03/21/The-Awesome-Power-of-Consensus-Thinking.aspx

Free Week Update: 19 Commodity Markets, Expanded Forecasts -- on the House
http://www.elliottwave.com/freeupdates/archives/2011/03/18/Free-Week-Update-19-Commodity-Markets,-Expanded-Forecasts----on-the-House.aspx

(Video) U.S. Dollar: Doomed Again?
http://www.elliottwave.com/freeupdates/archives/2011/03/18/U.S.-Dollar-Doomed-Again.aspx

(Video) USDCAD: Example of Short-Term Basic Elliott Wave Analysis
http://www.elliottwave.com/freeupdates/archives/2011/03/17/%28Video%29-USDCAD-Example-of-Short-Term-Basic-Elliott-Wave-Analysis.aspx

(Video) Robert Prechter: Stocks and Social Mood Are Patterned, Not Random
http://www.elliottwave.com/freeupdates/archives/2011/03/18/%28Video%29-Robert-Prechter-Stocks-and-Social-Mood-Are-Patterned,-Not-Random.aspx

Become an Elliott Wave Expert: See Yourself "Cross the Finish Line"
http://www.elliottwave.com/freeupdates/archives/2011/03/17/Become-an-Elliott-Wave-Expert-See-Yourself--Cross-the-Finish-Line-.aspx

(Video) Swiss SMI: Watch An "Ending Diagonal" Elliott Wave Pattern in Action
http://www.elliottwave.com/freeupdates/archives/2011/03/17/%28Video%29-Swiss-SMI-Watch-An--Ending-Diagonal--Elliott-Wave-Pattern-in-Action.aspx

The U.S. Bull Market: At Two Years and Counting, Here's How to Invest

By Martin Hutchinson, Contributing Editor, Money Morning
The current bull market in U.S. stocks celebrated its second birthday on March 9.
With human beings, a 2-year-old is a lusty toddler with a lot more growing to do. For a bull-market-run in stocks, however - particularly a bull market as vigorous as this one has been - the two-year mark is a good time to start searching for some serious signs of aging.

Don't get me wrong: The U.S. bull market could continue - indeed, it probably will continue for some time to come. But we are almost certainly much closer to its end than we are to its March 9, 2009 day of birth.

And that reality means that we need to invest in a certain way.

Read More: http://moneymorning.com/2011/03/22/u.s.-bull-market-two-years-counting-heres-how-to-invest/

The $223 Billion “Bonus Cash” Distribution is About to Begin

As the richest people in the world get ready to receive their portion, a few average investors are putting their names on the list to double their money in the next year.

Below: How you could join them before the first wave of cash is released…

Read more: http://moneymorning.com/video/mmr/mmr_income.php?code=WMMRM305

Update Daily Saham News 23-03

Indonesian BBM: 

MAPI: 2,500-2,750. 2010 net profit rose 23% to IDR201 billion from IDR164 billion a year earlier due to an increase in sales which rose 15% to IDR4.7 trillion from IDR4.1 trillion a year earlier. It is now trading at a p/e ratio of 21.48X its 2010 earnings and 17.2X 2011 prospective earnings. It looks like that upside for the share price is limited as its fair value based on the very promising outlook is only at IDR2,800. It is a sell on strength.


BMRI 2010 NET PROFIT MAY EXCEED IDR9.2 TLN VS IDR7.2 TLN; OR UP 28%
BMRI WILL ANNOUNCE 2010 NET PROFIT LATER TODAY.

BANK NIAGA FIRST QUARTER NET PROFIT MAY RISE 33% TO IDR696 BILLION FROM IDR524 BILLION IN THE SAME PERIOD A YEAR EARLIER.

Mitra Adiperkasa Gains to 11-Week High as 2010 Profit Rises

Indonesia Stocks May Extend Losses
http://news.ino.com/headlines/?newsid=32220111225

Astra, Bank Negara, Medco, Energi Mega: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-03-23/astra-bank-negara-medco-energi-mega-indonesia-equity-preview.html

Federal International Seeks 9 Tln Rupiah of Loans, Daily Says

*PT INCO ESTIMATE RAISED FROM 5,400 RUPIAH AT JPMORGAN  :INCO IJ

JP Morgan target BRI rp6000 dari rp4250

Thornburg's Lewis Kaufman Likes Indocement, Credicorp

Agenda 23 Maret 2011: Rups Nippon Indosari, Fren, BVIC, Lap Keu BMRI

Trades of the Day...

Fundamentally:
CIMB mempertahankan rating Semen Gresik (SMGR) pada NEUTRAL dengan target harga Rp10000, sekitar 14.6x CY12 PER. Laba 2010 cukup menggembirakan dan sesuai ekspektasi kami, meskipun dengan effective tax 23%, lebih rendah dari asumsi kami 25%. Kami memangkas prediksi pertumbuhan dan margin untuk 2012 karena kompetisi dan biaya yang meningkat.

CIMB mempertahankan rating Bakrie Sumatra Plantation (UNSP) pada UNDERPERFORM dengan target harga Rp325, 50% discount to NAV. Katalis yang wajib diperhatikan adalah integrasi Domba Mas, kekurangan supply dan harga CPO. Pasca konsolidasi Domba Mas, BSP mencatat keuntungan dari interest write-off sebesar Rp525bn pada 4Q10, sehingga mencapai laba bersih Rp806bn, 219% yoy, namun laba inti hanya mencapai Rp274bn, 8% dibawah angka kami, 19% dibawah consensus
Technically:
Semen Gresik (SMGR IJ; IDR 8650; Buy) – technical terlihat positif

Holcim Indonesia (SMCB IJ; IDR 1940; Buy) – akan mencapai level 2k dalam waktu dekat

Indocement TP (INTP IJ; IDR 14500; Sell) – risk reward menguntungkan sellers

PRESS DIGEST by REUTERS (23.03.11)
- ANEKA TAMBANG RECORDS 2010 NET PROFIT OF 1.683 TRLN RPH

TRI POLYTA REPORTS 2010 REVENUES UP 9 PCT AT 5.17 TRLN RPH

JASA MARGA GETS LOAN COMMITTMENT OF 7 TRLN RPH

 SEMEN GRESIK RECORDS 2010 NET PROFIT OF 3.63 TRLN RPH

HARUM ENERGY SEES 2011 COAL PRODUCTION UP 55.4 PCT

CNKO Menuju Rp 200

HARGA saham PT Exploitasi Energi Indonesia Tbk (CNKO) bakal diangkat bandar menembus level Rp 200, menyusul naiknya laba perseroan hingga 1.900% untuk tahun buku 2010.

Rumor  23 maret 2011
SAHAM PT Gunawan Dianjaya Steel Tbk (GDST) dikabarkan sedang diburu bandar, seiring kabar perusahaan Jepang bakal mengakuisisi saham perseroan.

ROTI:    berhasil membukukan kenaikan penjualan    sebesar 25,98% menjadi Rp612,19 miliar    di 2010 dari Rp485,92 miliar pada 2009

Agung Podomoro Land (APLN) membukukan laba bersih sebesar Rp 241,8 miliar sepanjang 2010, naik 588% dibandingkan 2009 senilai Rp 35,1 miliar. Adapun pendapatan usaha APLN sepanjang tahun lalu menembus Rp 1,93 triliun, tumbuh sekitar 125% dibandingkan 2009 sebesar Rp 855,9 miliar.

14:48 22Mar11 RTRS-INTERVIEW-UPDATE 1-Indonesia's Bank Rakyat aims to slash dividend to grow loans
    * Seeks to cut dividend payout ratio to 5 pct vs 30 pct in
2010
    * May issue up to 5 trln rph of subordinated debt
    * Aims to boost loan growth up to 22 pct this yr vs 18 pct
in 2010
    * No longer plans to buy Bank Bukopin, eyes other small
lenders

Semen kembali naik daun setelah CLSA melaporkan bahwa keberhasilan SMGR dan SMCB merebut pasar INTP di Jakarta. SMCB punya tenaga yang cukup kuat untuk mencapai 2075, terutama jika mampu break resist 1980.  SMGR mungkin secara ajaib juga dapat mencapai 8900. Sedangkan INTP masih menghadapi resist kuat di 14800.
 Perhatikan resist AMFG di 5200, ada peluang cukup besar untuk break dan berlanjut ke 5550. Lihat juga MAPI yang segera menyentuh resist 2650, apakah juga kemudian mampu menembusnya untuk ke 2775?
 Potensi tersendatnya pasokan parts mobil dari Jepang membuka peluang AUTO untuk menggenjot penjualannya? Jika ya, target naik ke 14100.
 BBTN sedikit lagi mencapai target 1600, INDF masih berjuang untuk dapat close di new high (>5000).


"The year of BW" - by Reinald Wangsanata (BWPT IJ / BWPT.JK, OUTPERFORM - Upgraded, Rp1,140 - Tgt. Rp1,480, Palm Oil) FY10 core earnings account for 101% of our forecast and 108% of consensus, in line, with the slight variation due to lower interest expense of Rp42bn (BW capitalised part of its interest) vs. our Rp72bn estimate. We are leaving our FY11-12 earnings estimates intact, while introducing FY13 forecasts. Maintain target price of Rp1,480, still based on a 20% discount to NAV. We upgrade the stock to Outperform from Neutral as we see catalysts from robust production growth.

INILAH.COM, Jakarta - PT Bentoel International Tbk (RMBA) akan melakukan private placement dalam waktu dekat setelah masuknya PT BAT Indonesia Tbk (BATI). Saham RMBA akan bergerak menuju level Rp1.200 per saham. Sebab sesuai dengan aturan pasar modal, Bentoel harus melepas saham kembali ke publik minimal 20%. Perseroan pada tahun ini juga akan melakukan ekspansi yang didukung kinerja keuangan cukup positif. Pada perdagangan kemarin saham RMBA naik Rp20 ke Rp700 dengan volume 1.637 saham senilai Rp577,1 juta sebanyak 134 kali transaksi.

 Bea Keluar CPO April Turun Jadi 22,5% Bea keluar (BK) produk crude palm oil (CPO) bulan April 2011 ditetapkan 22,5% atau turun dibandingkan BK bulan Maret yang mencapai 25%.

HIGHLIGHT Mansek · Indika Energy: Kideco declared final dividend US$245mn (INDY, Rp3,900, Buy, TP: Rp5,400)

WOMF hari ini dapat pinjaman dari stanchart

Fundamentally: CIMB memperkenalan long trade untuk PTBA dengan rating OUTPERFORM dengan TP Rp27300 dan short trade untuk ADRO dengan rating downgrade ke TRADING SELL dengan Rp2100 berdasarkan PER average 12.7x. Strategi ini juga berdasarkan valuation gap, ADRO sekitar 14.6x CY11 P/E dengan 48% 2010-13 EPS CAGR sementara PTBA pada 12.5x CY11 P/E dengan 38% 3-year EPS CAGR. Ada beberapa faktor: 1) short term cautious atas harga coal, 2) result yang mengecewakand ari ADRO sementara PTBA menarik karena cost advantage. (CIMB)

Sources: variety 

Update Daily Investment News 21-03

*INDOFOOD CBP NET 1.7 TLN RUPIAH; ANALYST EST. 1.69 TLN RUPIAH
*INDOFOOD 2010 NET 2.95 TLN RUPIAH; ANALYST EST. 2.82 TLN RUPIAH
*EAST ASIAN CAN AFFORD TO FUND POLICIES TO SPUR GDP: SRI MULYANI
*ADARO ENERGY RATED NEW `HOLD,' PRICE EST. 2,220 RUPIAH AT BNP
*ADARO ENERGY MAINTAINED AT 'BUY' AT GOLDMAN SACHS :ADRO IJ
*ADARO ENERGY PRICE EST. CUT FROM 3,650 RUPIAH AT GOLDMAN SACHS
*CORRECT: ADARO PRICE EST. CUT TO 3,200 RUPIAH AT CITIGROUP
Rupiah Gains as Central Bank Says GDP Growth to Beat Forecast
Indonesia Government to Buy 7% Stake in Newmont Nusa Tenggara
*INDONESIA MAY CUT PALM OIL EXPORT TAX IN APRIL: ASSOCIATION
Pt Inco Rises Most in Seven Weeks as Japan Shipments Unaffected
Palm Oil Falls as Much as 0.8%, Reversing Advance, on Exports
Garuda Indonesia Declines Most in a Month as Oil Futures Rise
Indonesia Diverts One Japan Coal Shipment to China, Group Says
Bank Indonesia Not Worried About March, April, May Inflation
Indonesia to Delay Curbs on Use of Subsidized Fuel: WSJ Link
Titan Kimia Drops Most in One Month After Posting 2010 Net Loss
Adaro Declines, Biggest Drag on Mining Index, After Rating Cut

Indonesia Stocks: Adaro Energy, Indofood Sukses Makmur, Garuda
http://www.bloomberg.com/news/2011-03-21/indonesia-stocks-adaro-energy-indofood-sukses-makmur-garuda.html

Bukit Asam, Medco Energi, Indofood: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-03-21/bukit-asam-medco-energi-indofood-indonesia-equity-preview.html

Rupiah Gains as Central Bank Says GDP Growth to Beat Forecast
http://www.bloomberg.com/news/2011-03-21/rupiah-gains-as-central-bank-says-gdp-growth-to-beat-forecast.html

Week Ahead: Markets Grapple With Uncertainty
http://www.cnbc.com/id/42159689

Only 7% Believe in Goldilocks: Survey
http://www.cnbc.com/id/42188147

More Easing Coming from Japan: Roubini
http://www.cnbc.com/id/42188441

Japan a 'Buying Opportunity', Will Recover: Buffett
http://www.cnbc.com/id/42188063

Guest Blog - China Shifts Gears, Asia Benefits: Neumann
http://www.cnbc.com/id/42181289

Where Will Warren Buffett Hide From Goldman Sachs?
http://www.cnbc.com/id/42178304