The Combination of Technical-Analysis & Astrolo9y (CTA)

Blog milik Andri Zakarias Siregar, Analis, Trader, Investor & Trainer (Fundamental/Technical/Flowtist/Bandarmologi: Saham/FX/Commodity), berpengalaman 14 tahun. Narasumber: Berita 1 First Media, Channel 95 MNC(Indovision), MetroTV, ANTV, Bloomberg BusinessWeek, Investor Today, Tempo, Trust, Media Indonesia, Bisnis Indonesia, Seputar Indonesia, Kontan, Harian Jakarta, PasFM, Inilah.com, AATI-IFTA *** Semoga analisa CTA & informasi bermanfaat. Happy Zhuan & Success Trading. Good Luck.

Saturday, April 30, 2011

Get Ready For The 1st Program of HITSAHAM in June 2011

Read More: http://hitsaham.blogspot.com/2011/04/mulai-2004-pertama-di-indonesia-dirilis.html

Nantikan The 1st In Indonesia Workshop New Combo Modern Technical Analysis HIT Saham (Level Basic - Intermediate - Advanced), termasuk menganalisa what when where harga saham akan berada dan di kisaran penutupan untuk Short-Term (Trading Intraday & Daily) - Med-Term & Long Term (Investing / Buy & Hold Strategy), analisa saham IPO secara Technical Analysis (Pre IPO & Pasca IPO) akan diadakan di bulan Juni/Juli/Agustus 2011 di Jakarta. Tempat terbatas.

Prediksi IHSG nyaris tepat dalam 3 bulan terakhir, Akhir bulan Februari diprediksi 3.480 (penutupan IHSG akhir Feb; 3.470; missed 10 points); Closing bulan Februari 3.680, closing akhir bulan Maret 3,678.67 (prediksi di Indovision Ch. 95 di 3,680 = missed 1.33 point); Akhir bulan April di 3.810 (penutupan IHSG di 3.819; missed -9 points). Ready to make a call on May 2011 (Monthly BNI Sec: Q1 Earnings Oriented Stocks) & still predict no more test low (3.309) in 2011 & prediksi H1 & H2 2011 (hanya di BNI Securities Outlook 2011).

WORKSHOP T.A:

Syllabus bisa dilihat di http://globalmarketstrategist.blogspot.com/search/label/Workshop

Bahan yang akan diajarkan di Workshop New Combo Modern Technical Analysis HIT Saham (Level Basic - Intermediate - Advanced) diantaranya adalah:

Technical Analysis BNI Securities 28 Maret - 01 April (tidak termasuk BNI Securities Weekly / Monthly / Semester & Yearly Outlook 2011: +/- 80% - 90% Accuracy) & Disiarkan di MNC Business CHannel Indovision Ch.95/Top TV/Okevision.

http://www.ziddu.com/download/14451794/RisetBNIS28Mar-01Apr.rar.html

Kalender Ekonomi & Event Global (02 - 06 Mei 2011): Cautious of Minor Correction Ahead of Inflation (02/05)/ BI Rate/ Full Moon (04/05)/ US Payroll

Kalender Ekonomi & Event Global:
WIB: +11 Jam
http://www.forexfactory.com/calendar.php

Week Ahead: Jobs Report Looms as Dollar Keeps Sliding
http://www.cnbc.com/id/42827466

Jobs, manufacturing data to share stage
http://www.marketwatch.com/story/jobs-manufacturing-data-to-share-stage-2011-04-30?link=MW_home_latest_news

Video: Sell in May & Go Away
http://video.cnbc.com/gallery/?video=3000019261

Analysts Keep Revising Earnings Estimates Upward
http://www.cnbc.com/id/42827543

Earnings Roundup: May 2
http://www.cnbc.com/id/42823638

Mobius Sees Extended Global Equities Bull Market After Fed Move
http://www.bloomberg.com/news/2011-04-28/mobius-sees-extended-global-equities-bull-market-after-fed-easing-decision.html

S&P 1,810? Trend Says it Could Happen in a Year
http://www.cnbc.com/id/42824038

U.S. stocks rise; Dow ends near three-year high
http://www.marketwatch.com/story/us-stocks-tentatively-up-at-the-start-2011-04-29

Money-manager bets on rising oil near record high
http://www.marketwatch.com/story/bets-oil-will-rise-past-110-flirt-with-record-2011-04-29

Scandal puts Buffett’s succession atop agenda
http://www.marketwatch.com/story/scandal-puts-buffetts-succession-atop-agenda-2011-04-29

Asian Stocks Advance as Fed Keeps Rates Low, Pledges to Stimulate Growth
http://www.bloomberg.com/news/2011-04-29/asian-stocks-advance-as-fed-keeps-rates-low-pledges-stimulus.html

Asian Currencies Record Biggest Monthly Gain in 2011 on Rate Speculation
http://www.bloomberg.com/news/2011-04-29/asian-currencies-set-for-biggest-monthly-gain-in-2011-on-rate-speculation.html

10 Tips for Surviving the Housing Market
http://www.cnbc.com/id/42806429

Oil May Rise as Dollar Drops on Fed Low Interest Rate Policy, Survey Shows
http://www.bloomberg.com/news/2011-04-29/crude-oil-may-climb-next-week-as-dollar-drops-on-fed-policy-survey-shows.html

Gold May Extend Gains From Record on Declining Value of Dollar
http://www.bloomberg.com/news/2011-04-28/gold-may-extend-gains-from-record-on-declining-value-of-dollar.html

EWI: Have Stocks Finally Put The Worst Behind Them?

Have Stocks Finally Put The Worst Behind Them?
EWI reveals whether the stock market rally is really a repeat of the 1932 bottom
http://www.elliottwave.com/freeupdates/archives/2011/04/29/Have-Stocks-Finally-Put-The-Worst-Behind-Them-.aspx

Friday, April 29, 2011

Weekend Investment Reading

IMF bombshell: Age of America nears end
BOSTON (MarketWatch) — The International Monetary Fund has just dropped a bombshell, and nobody noticed. For the first time, the international organization has set a date for the moment when the “Age of America” will end and the U.S. economy will be overtaken by that of China. And it’s a lot closer than you may think. According to the latest IMF official forecasts, China’s economy will surpass that of America in real terms in 2016 — just five years from now.

Read More: http://www.marketwatch.com/story/imf-bombshell-age-of-america-about-to-end-2011-04-25?link=MW_home_latest_news

Warning: Are commodities about to crash?
BOSTON (MarketWatch) — Copper is booming. Oil is booming. Cotton is near historic highs. Soaring raw-material costs are driving up prices for consumers, from the gas pumps to the grocery aisles. And speculators are taking record bets that prices are going to keep going up even higher.

Read More: http://www.marketwatch.com/story/warning-are-commodities-about-to-crash-2011-04-27?link=MW_story_popular

How To Use Fibonacci Ratios in Analysis of Commodities and Financial Markets
What tools help you with the difficult task of identifying the market trend, riding it, and getting out before it reverses?

Consider Fibonacci ratios: Mathematical proportions by which moves on a market chart relate to each other. Fibonacci mathematics is an integral part of Elliott wave analysis; Frost & Prechter's classic "Elliott Wave Principle -- Key to Market Behavior" has an entire chapter on it.

Read More: http://www.ziddu.com/download/14789352/FIBOEWI.pdf.html

Wikileaks:A Nuclear Bomb Hidden In Europe
Secret files have revealed that terrorists claim to be hiding a nuclear bomb in Europe, according to WikiLeaks.

Read More: http://beforeitsnews.com/story/595/964/Wikileaks:A_Nuclear_Bomb_Hidden_In_Europe.html

Laporan & Rumor Saham Indonesia 29-04 (Refresh)

Laba emiten BUMN tambang meroket
http://investasi.kontan.co.id/v2/read/1304145568/66170/Laba-emiten-BUMN-tambang-meroket

Pendapatan Tol Topang Laba CMNP Jadi Rp76,8 Miliar
http://pasarmodal.inilah.com/read/detail/1467582/pendapatan-tol-topang-laba-cmnp-jadi-rp768-miliar

Laba bersih Fajar Surya Wisesa turun 4%
http://www.bisnis.com/market/saham/22006-laba-bersih-fajar-surya-wisesa-turun-4

Bank OCBC NISP raih laba Rp47,8 triliun
http://www.bisnis.com/market/saham/22009-bank-ocbc-nisp-raih-laba-rp478-triliun

Pendapatan dan Kurs Ikut Naikan Laba TBLA
http://pasarmodal.inilah.com/read/detail/1467452/pendapatan-dan-kurs-ikut-naikan-laba-tbla

WIKA Catatkan Laba Bersih Jadi Rp92,3 Miliar
http://pasarmodal.inilah.com/read/detail/1467332/wika-catatkan-laba-bersih-jadi-rp923-miliar

Laba Bersih JSMR Naik 21,5% Jadi Rp371,7 Miliar
PT Jasa Marga Tbk (JSMR) pada kuartal I 2011 meraih laba bersih Rp371,7 dari periode yang sama tahun 2010 Rp291,6 miliar atau naik 21,5%. Untuk pendapatan usaha pada periode ini sebesar Rp1,154 triliun dari 1,01 triliun pada periode yang sama tahun 2010. Pendapatan ini didukung pendapatan tol mencapai Rp1,1 triliun dari Rp995,8 miliar. Dengan beban usaha sebesar Rp552,9 miliar pada kuartal I 2011 maka laba usaha menjadi Rp601,7 miliar dibandingkan periode yang sama 2010 sebesar Rp488,02 miliar dengan beban usaha mencapai Rp526,6 miliar. Untuk beban penghasilan sebesar Rp134,4 miliar sehingga laba sebelum pajak Rp467,3 miliar setelah diporong beban pajak penghasilan maka laba bersih menjadi Rp370,7 miliar. Untuk laba bersih per saham (EPS) menjadi Rp54,9 per lembar dari Rp43,02 per lembar di kuartal I 2010. Untuk aset perseroan pada kuartal 1 2011 menjadi Rp19,6 miliar dari Rp18,8 miliar di periode yang sama tahun 2010.

Laba Telkom Naik Tipis Menjadi Rp 3,82 Triliun
http://www.detikfinance.com/read/2011/04/30/101529/1629144/6/laba-telkom-naik-tipis-menjadi-rp-382-triliun

PGAS Bukukan Kenaikan Laba Menjadi Rp2,1 Triliun
http://pasarmodal.inilah.com/read/detail/1466192/pgas-bukukan-kenaikan-laba-menjadi-rp21-triliun

Pendapatan Bunga Dorong Laba BII Naik Jadi Rp150 M
http://pasarmodal.inilah.com/read/detail/1466262/pendapatan-bunga-dorong-laba-bii-naik-jadi-rp150-m

Dividen TGKA sebesar Rp 51 per saham
http://investasi.kontan.co.id/v2/read/1304086621/66144/Dividen-TGKA-sebesar-Rp-51-per-saham

Garuda Raup Rp 5,1 Triliun Dalam 3 Bulan
http://www.detikfinance.com/read/2011/04/29/190400/1628929/6/garuda-raup-rp-51-triliun-dalam-3-bulan

Sampoerna Raup Laba Bersih Rp1,24 Triliun
http://pasarmodal.inilah.com/read/detail/1465872/sampoerna-raup-laba-bersih-rp124-triliun

Mandiri Cetak Kenaikan Laba 88,7% Jadi Rp3,78 T
http://pasarmodal.inilah.com/read/detail/1465642/mandiri-cetak-kenaikan-laba-887-jadi-rp378-t

Laba Bersih CNKO Naik 2.471,64% di Q1-2011
http://pasarmodal.inilah.com/read/detail/1465592/laba-bersih-cnko-naik-247164-di-q1-2011

Laba Bersih EMTK Terkerek 199,94% pada Q1-2011
http://pasarmodal.inilah.com/read/detail/1465512/laba-bersih-emtk-terkerek-19994-pada-q1-2011

Laba bersih ANTM di kuartal I naik 71% mencapai Rp 346,6 miliar
http://investasi.kontan.co.id/v2/read/1304069655/66125/Laba-bersih-ANTM-di-kuartal-I-naik-71-mencapai-Rp-3466-miliar

Bank Danamon Cetak Laba Rp 763 Miliar
http://www.detikfinance.com/read/2011/04/29/163514/1628779/5/bank-danamon-cetak-laba-rp-763-miliar?f9911023

UNVR berhasil catatkan laba bersih Rp 998,1 miliar di kuartal I 2011
http://investasi.kontan.co.id/v2/read/1304068263/66122/UNVR-berhasil-catatkan-laba-bersih-Rp-9981-miliar-di-kuartal-I-2011

Kuartal I 2011, laba bersih AALI melonjak 140,5%
http://investasi.kontan.co.id/v2/read/1304089046/66148/Kuartal-I-2011-laba-bersih-AALI-melonjak-1405

Astra Agro Bagi Dividen Rp830/Saham
http://pasarmodal.inilah.com/read/detail/1465242/astra-agro-bagi-dividen-rp830saham

Harga Dunia Naik, Laba PT Timah Melonjak 150%
http://www.detikfinance.com/read/2011/04/29/161105/1628755/6/harga-dunia-naik-laba-pt-timah-melonjak-150

Outlook kinerja menunjukkan tanda-tanda melambat, saham BBRI tergerus tajam
http://investasi.kontan.co.id/v2/read/1304066864/66119/Outlook-kinerja-menunjukkan-tanda-tanda-melambat-saham-BBRI-tergerus-tajam

Beban operasional membengkak, RIGS merugi di kuartal I 2011
http://investasi.kontan.co.id/v2/read/1304065160/66114/Beban-operasional-membengkak-RIGS-merugi-di-kuartal-I-2011

SGRO membukukan Pendapatan K1-11 Rp759M , naik +151,3%yoy dan Laba Bersih K1-11 Rp189M , naik +337,7%yoy.

Indosat Catat Laba Rp 453 Miliar, Naik 63%
http://www.detikfinance.com/read/2011/04/29/145556/1628651/6/indosat-catat-laba-rp-453-miliar-naik-63

Kuartal I 2011, laba bersih SMGR naik tipis 8,5%
http://investasi.kontan.co.id/v2/read/1304062465/66106/Kuartal-I-2011-laba-bersih-SMGR-naik-tipis-85

Laba Holcim Naik Tipis ke Rp 209 Miliar
http://www.detikfinance.com/read/2011/04/29/140223/1628572/6/laba-holcim-naik-tipis-ke-rp-209-miliar

HERO Cetak Laba Bersih Rp55,54 Miliar pada Q1-2011
http://pasarmodal.inilah.com/read/detail/1464492/hero-cetak-laba-bersih-rp5554-miliar-pada-q1-2011

Laba Bersih XL Naik 26% pada Q1-2011
http://pasarmodal.inilah.com/read/detail/1464252/laba-bersih-xl-naik-26-pada-q1-2011

Bentoel Cetak Laba Bersih Naik 210,45%
http://pasarmodal.inilah.com/read/detail/1464212/bentoel-cetak-laba-bersih-naik-21045

Tiga bulan pertama 2011, laba bersih GGRM tumbuh 18,6%
http://investasi.kontan.co.id/v2/read/1304055302/66096/Tiga-bulan-pertama-2011-laba-bersih-GGRM-tumbuh-186

Laba Bukopin kuartal I terkerek 43,61%
http://www.bisnis.com/finansial/perbankan/21974-laba-bukopin-kuartal-i-terkerek-4361

Laba Kimia Farma Merekah 108% Menjadi Rp 24 Miliar
http://www.detikfinance.com/read/2011/04/29/131553/1628517/6/laba-kimia-farma-merekah-108-menjadi-rp-24-miliar

Indofood Raup Laba Rp 1 Triliun dalam Tiga Bulan
http://www.detikfinance.com/read/2011/04/29/110213/1628403/6/indofood-raup-laba-rp-1-triliun-dalam-tiga-bulan

Penjualan Dongkrak Laba Bersih PTBA Naik 108%
http://pasarmodal.inilah.com/read/detail/1463882/penjualan-dongkrak-laba-bersih-ptba-naik-108

Bahan baku naik, laba bersih ICBP hanya tumbuh 17,8% di kuartal pertama
http://investasi.kontan.co.id/v2/read/1304051175/66089/Bahan-baku-naik-laba-bersih-ICBP-hanya-tumbuh-178-di-kuartal-I-

Laba bersih KRAS di kuartal I anjlok 76%
http://investasi.kontan.co.id/v2/read/1304049354/66084/Laba-bersih-KRAS-di-kuartal-I-anjlok-76

Pemegang Saham BLTA Setujui IPO Anak Usaha
http://pasarmodal.inilah.com/read/detail/1463922/pemegang-saham-blta-setujui-ipo-anak-usaha

Beban Tinggi, Laba Bank Panin Tergerus 20%
http://www.detikfinance.com/read/2011/04/29/105734/1628394/5/beban-tinggi-laba-bank-panin-tergerus-20

Laba PT Pelat Timah Nusantara Tbk (NIKL) atau Latinusa di triwulan I-2011 anjlok 90,23% menjadi Rp 2,74 miliar, dari periode yang sama tahun lalu Rp 28,05 miliar.

Lonsum laba bersih 1Q lonjakan 134,8%
Produsen minyak kelapa sawit PT PP London Sumatra Indonesia Tbk (Lonsum) hari ini mengumumkan lonjakan 134,8% laba bersih pada kuartal pertama tahun ini di bagian belakang peningkatan volume penjualan. Lonsum membukukan laba bersih Rp394.2 miliar atau Rp58 per saham pada 1Q 2011 dari Rp167.9 miliar atau Rp25 per saham pada 1Q 2010, mengirimkan marjin bersih menjadi 33,5% dari 24,7%.

Laba Bersih LPKR Naik 20,3% pada Q1-2011
http://pasarmodal.inilah.com/read/detail/1463602/laba-bersih-lpkr-naik-203-pada-q1-2011

Laba Bank BJB Naik Rp71,18 Miliar
http://www.investor.co.id/moneyandbanking/laba-bank-bjb-naik-rp7118-miliar/10785

Asing Bawa IHSG Cetak Rekor Baru di 3.819,62
http://pasarmodal.inilah.com/read/detail/1465382/asing-bawa-ihsg-cetak-rekor-baru-di-381962

Indeks berhasil berbalik arah di penutupan akhir pekan
http://investasi.kontan.co.id/v2/read/1304069085/66124/Indeks-berhasil-berbalik-arah-di-penutupan-akhir-pekan

Bergerak Fluktuatif, IHSG Sempat Cetak Rekor Lagi
http://www.detikfinance.com/read/2011/04/29/161034/1628758/6/bergerak-fluktuatif-ihsg-sempat-cetak-rekor-lagi

TBLA TO GIVE IDR20/SHARE DIVIDEND

DEWA: 84-120. Dharma Henwa has a similar business with DOID. Dewa is now trading at a pbv ratio of only 0.62X PBV (BV:IDR173/Share) Vs DOID 66X PBV (BV: IDR20). Dewa's assets as of December 31 were at IDR4.0 trillion vs Doid's IDR7.6 trillion. 2010. Net profit of DEWA was at IDR5.1 billion vs DOID's IDR158.67 billion in NET LOSSES. DEWA's liabilities (DEBTS) were at IDR1.08 trillion VS DOID's liabilities of IDR7.5 trillion. DEWA's equity capital was at IDR2.9 trillion vs DOID's IDR136 billion. DEWA DER is now at 0.57X VS DOID's 55X. In the long run, the above figures could reflect that DEWA has more rooms for expansion should the company needs fundraising. DEWA first quarter net profit may double than it had in the full year of 2010, while DOID will likely still have to fight with debt management to return to green. I prefer to invest in DEWA. My 12-month target is at a conservative PBV ratio of 1.8X of IDR311/share (vs DOID now of 66X BV). BUY and HOLD these shares at any levels for midterm investment.

Bloomberg: Fast Retailing, Telkom Indonesia Added to UBS Global Top 40 List

BW PLANTATION DIVIDEND, RP 9
GLOBAL MEDIACOM DIVIDEND, RP 10
ASTRA OTOPARTS DIVIDEND, RP 434 CUM 23 MAY 2011
ASTRA OTOPARTS STOCK SPLIT, RASIO 5:1
ASTRA GRAPHIA DIVIDEND, RP 25 CUM 27 MAY 2011

Unilever, the world’s second- biggest consumer-goods company, reported first-quarter sales that missed estimates and said profitability will drop in the first half, prompting the biggest stock decline in more than eight months. Underlying sales growth, which excludes the effect of acquisitions, disposals and currency fluctuations, was 4.3 percent, Unilever said today.“The group’s outlook statements underscore the uncertainties regarding its margin performance this year,” Richard Withagen, an analyst at SNS Securities in Amsterdam, wrote in a note today. “Margin pressure will be more intense, while price increases will result in lower volume growth.” Commodity cost volatility is “unprecedented” this year, Chief Financial Officer Jean-Marc Huet said today on a conference call with journalists. Crude oil has risen to about $125 a barrel from about $100 since the company’s annual results, he said, particularly affecting the company’s health and personal-care business. Increasing costs of edible oils including palm oil are also hurting the spreads business, he said.

BI Larang 23 Bank Jaring Nasabah Kaya Selama Sebulan
http://www.detikfinance.com/read/2011/04/29/130323/1628501/5/bi-larang-23-bank-jaring-nasabah-kaya-selama-sebulan

Aksi Ambil Untung Bikin IHSG Melorot 10 Poin
http://www.detikfinance.com/read/2011/04/29/113818/1628451/6/aksi-ambil-untung-bikin-ihsg-melorot-10-poin

Penurunan 108 saham bikin indeks bertekuk lutut di sesi I
http://investasi.kontan.co.id/v2/read/1304052049/66091/Penurunan-108-saham-bikin-indeks-bertekuk-lutut-di-sesi-I

Profit Taking, IHSG Sesi I Ditutup Turun 0,19%
http://pasarmodal.inilah.com/read/detail/1464092/profit-taking-ihsg-sesi-i-ditutup-turun-019

JP Morgan naikkan proyeksi, BUMI naik ke level tertinggi 31 bulan
http://investasi.kontan.co.id/v2/read/1304052332/66092/JP-Morgan-naikkan-proyeksi-BUMI-naik-ke-level-tertinggi-31-bulan

Bank Jabar Banten
Unfavourable duet: falling NIM and rising NPLs - by Mulya Chandra CFA
(BJBR IJ / BJBR.JK, UNDERPERFORM - Downgraded, Rp1,290 - Tgt. Rp1,350, Banks)

DOW JONES NEWSWIRES JAKARTA (Dow Jones)--Indonesia's inflation likely eased in April as food   prices continued falling during the current harvest season, which will likely allow the central bank to keep its policy rate unchanged when meets May 12. The median forecast of nine regional economists polled by Dow Jones Newswires is for the Consumer Price Index to rise 6.32% on year in April, slowing from the 6.65% increase on March. Meanwhile, the median forecast of eight economists who made month-on-month predictions is for prices to fall 0.15% from a month earlier after a 0.32% drop in March. "The decline (in food prices) appears to be broader-based compared with March," said Bank Danamon's economist Helmi Arman.

Analysts said that the rupiah's appreciation against the dollar is also helping rein in imported inflation.

The official Central Statistics Agency will release inflation data Monday around 0400 GMT.
Forecasts for Change in April Consumer Price Index
Institution              On-Yr CPI Forecast On-Month CPI Forecast
Danareksa                +6.20%              -0.27%
Stanchart                +6.30%              -0.10%
Action Economics         +6.30%              -0.20%
CIMB Niaga               +6.31%              -0.16%
Danamon                  +6.32%              -0.15%
Mandiri Sekuritas        +6.32%              -0.15%
BII                      +6.37%              -0.11%
OCBC                     +6.40%
ING                      +6.50%               0.0%
Median                   +6.32%              -0.15%
March                    +6.65%              -0.32%

*DJ Mitsui Sumitomo Insurance To Buy 50% Stake In Indonesian Sinar Mas Unit

HRUM dividend schedule: cum date 30 may, payment date 17 june. Dividend amount IDR 244/shs.

Bloomberg: Indosat’s First Quarter Subscribers Rise 20% to 46.2 Million

RTT: China Manufacturing Growth Steadies In April
China's manufacturing sector expanded at a steady pace in April, amid relatively lackluster growth of new business and a slower expansion in manufacturing production, a survey by Markit Economics showed Friday. The Markit/HSBC purchasing managers' index was at 51.8 during the month. The reading was unchanged from the March score and the flash estimate. A PMI reading above 50 suggests expansion of the sector. Employment increased at the fastest pace since last December, Markit said. The rate of input cost inflation moderated to an eight-month low in April, but remained strong.

Rampungkan Placement, Cermati Saham DGIK
http://pasarmodal.inilah.com/read/detail/1463532/rampungkan-placement-cermati-saham-dgik

Inilah Saham Pilihan Jumat (29/4/2011)
http://pasarmodal.inilah.com/read/detail/1462942/inilah-saham-pilihan-jumat-2942011

Saham CTTH Berpotensi Menuju Rp150
http://pasarmodal.inilah.com/read/detail/1463542/saham-ctth-berpotensi-menuju-rp150

Analis: Ada kemungkinan harga emas menyentuh US$ 1.800 tahun ini
http://investasi.kontan.co.id/v2/read/1304043229/66066/Analis-Ada-kemungkinan-harga-emas-menyentuh-US-1.800-tahun-ini

Rupiah Makin Perkasa, Cadangan Devisa RI Tembus US$ 110 Miliar
http://www.detikfinance.com/read/2011/04/29/083851/1628249/6/rupiah-makin-perkasa-cadangan-devisa-ri-tembus-us--110-miliar

Bagian I
Kisah Morgan Stanley Tertipu Bank Garansi Palsu 'Bank Mandiri' US$ 55 Juta
http://www.detikfinance.com/read/2011/04/29/063919/1628209/5/kisah-morgan-stanley-tertipu-bank-garansi-palsu-bank-mandiri-us--55-juta

Bagian II
Kisah Morgan Stanley Tertipu Bank Garansi Palsu 'Bank Mandiri' US$ 55 Juta
http://www.detikfinance.com/read/2011/04/29/074023/1628223/5/kisah-morgan-stanley-tertipu-bank-garansi-palsu-bank-mandiri-us--55-juta

DJ Bank Negara Raised To Buy; Target Upped To IDR4700 Vs IDR3900-UOB

ADMF bagi dividen 65%
http://investasi.kontan.co.id/v2/read/1304035494/66055/ADMF-bagi-dividen-65-

Medco Raih Konsesi di Lapangan Dura Tunisia
http://pasarmodal.inilah.com/read/detail/1462852/medco-raih-konsesi-di-lapangan-dura-tunisia

ASGR Berpeluang ke Rp 1200
http://pasarmodal.inilah.com/read/detail/1463272/asgr-berpeluang-ke-rp-1200

Pertumbuhan Ekonomi Diperkirakan 6%
http://www.investor.co.id/macroeconomics/pertumbuhan-ekonomi-diperkirakan-6/10790

*DJ Bank Of Central Asia Cut To Neutral Vs Outperform-Credit Suisse
*DJ Bank Of Central Asia Target Raised To IDR8700 Vs IDR8200-CS
*DJ Bank Of Central Asia Cut To Neutral Vs Outperform-Credit Suisse

Fundamentally:
CIMB mempertahankan rating OUTPERFORM untuk BW Plantation (BWPT) dengan target harga Rp1480 berdasarkan 20% discount to NAV. Pertumbuhan produksi dan penanaman baru menjadi katalis jangka menengah, dengan potensi M&A pada jangka panjang. Laba inti 1Q11 sebesar Rp54bn sekitar 17% dari angka kami dan sesuai ekspektasi

Bloomberg: Mandiri Expects More Deals Between Indonesian, Chinese Banks

CIMB mempertahankan rating OUTPERFORM untuk Borneo Lumbung Energy (BORN) dengan target harga Rp2050 berdasarkan metode DCF (WACC 12.25%). Laba inti 1Q11 hanya mencapai sekitar 19% dari angka kami, namun sesuai ekspektasi karena 1Q secara musiman merupakan kwartal terburuk. Perlu diperhatikan adalah: 1) produksi sesuai target, 2) ASP yang lebih baik $254/ton (vs estimasi kami $240), 3) cash cost $73/ton (vs angka kami $76), 4) harga coking coal yang tinggi pada 2Q11

CIMB mempertahankan rating NEUTRAL untuk Bank Central Asia (BBCA) dengan target harga Rp8300 dari sebelumnya Rp7650 berdasarkan metode GGM. Laba inti 1Q11 sedikit dibawah ekspektasi sekitar 22% dari FY11. Kredit bertumbuh 25% yoy, namun turun 2.3% qoq. CIR cukup tinggi pada 51% namun akan turun kedepannya.

CIMB mempertahankan rating NEUTRAL untuk Astra International (ASII) dengan target harga Rp62000 (dari Rp61k) berdasarkan metode SOP, sekitar 15-13.6x CY11-12 earnings. Laba inti 1Q11 naik 40% yoy ke Rp4.2tr, sekitar 26% FY11 atau sesuai dengan ekspektasi, apalagi dengan bencana gempa di Jepang. Pertumbuhan yang kuat pada otomotif, UNTR, AALI mendorong earning 43% yoy dan penjualan 30%, serta naiknya EBIT margins sebesar 30bp.

CIMB menurunkan rating menjadi UNDERPERFORM dari neutral untuk Bank Jabar Banten (BJBR) dengan target harga Rp1350 berdasarkan metode GGM. Katalis de-rating akan datang dari penurunan asset quality. Laba inti 1Q11 sesuai ekspektasi (sekitar 25% dari FY11) namun NIM turun ke 6.5% dari 7.3%, sementara NPL naik ke 2.4% dari 1.9% pada 4Q10.

Bloomberg: Mandiri Expects More Deals Between Indonesian, Chinese Banks

(Dow Jones)--Thailand's industrial conglomerate Siam Cement PCL (SCC.TH) said Friday its wholly-owned unit has entered into conditional agreements to purchase majority stakes in two listed Indonesian firms, Keramika Indonesia Asosiasi Tbk (KIAS.JK) and Kokoh Inti Arebama Tbk (KOIN.JK). Keramika is one of the top five players in the Indonesian ceramic market, with a current market share of 10% with 3 plants located in west Java near Jakarta and in east Java near Surabaya. It has a combined production capacity of 27 million square meters ceramics tiles and 23 million pieces of ceramic roof tiles and accessories.

Kokoh is an Indonesian based distributor with a nationwide network of stores specializing in building materials including ceramic wall, floor, and roof tile, sanitary ware, paint, and gypsum boards.

Macro Pulse
What to expect when QE2 docks - by Lee Heng Guie
What could happen when the Fed's QE2 winds down? Investors fret that a period of price volatility may ensue when the financial markets transit to a less accommodative monetary policy, especially when the QE2 ends. Will this mean an end to the rally of stocks, bonds, commodities as well as riskier assets as the era of cheap money and ultra-low interest rates comes to an end? In conclusion, we think that the end of the Fed's quantitative easing program by end-Jun is unlikely to have a major impact on financial markets as the Fed will manage the pace of its unwinding to ensure that its portfolio shrinks in an orderly manner. As the Fed will continue to reinvest its maturing securities for both Treasuries and

Palm Oil to be Between 3,000 and 3,500 Ringgit a Ton, Times Says

BLOOMBERG: BUMI RESOURCES MINERALS PRICE EST. 900 RUPIAH AT NOMURA. Bumi Resources Minerals of Indonesia Rated New ‘Buy’ at Nomura

BLOOMBERG: BANK CENTRAL ASIA TARGET RAISED TO 8,700 RUPIAH: CREDIT SUISSE. BANK CENTRAL TARGET RAISED FROM 8,200 RUPIAH AT CREDIT SUISSE

BLOOMBERG: BANK NEGARA ESTIMATE RAISED TO 5,000 RUPIAH AT CREDIT SUISSE. BANK NEGARA ESTIMATE RAISED FROM 4,300 RUPIAH AT CREDIT SUISSE.

Economic Update
1Q11 GDP: A temporary setback in growth - by Julia Goh / Lee Heng Guie

The US economy lost considerable momentum to 1.8% in 1Q11 (3.1% in 4Q10) as high fuel prices pinched household spending and housing sector continues to be depressed. 1Q GDP growth came in a tad lower than ours as well as consensus estimates (2.0%). We expect the setback in 1Q11 GDP growth to be temporary as it was largely due to bad weather in the first two months. There should be a snapback in the coming quarters, thanks to the continued expansion of the manufacturing and services sectors as well as the improving labour market, which bodes well for consumer spending. High energy and food prices could prove to be strong headwinds for the recovery. We keep our full-year 2011 GDP growth

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

1Q11 results met consensus and our expectations (net and core profits forming 25% and 23% of FY11 forecasts respectively), although earnings quality is deteriorating. NIM fell to 6.5% from 7.3%, while NPL ratio surged to 2.4% from 1.9% in 4Q10, compelling us to downgrade the stock to Underperform from Neutral. Its recent re-rating appears to have been driven by local retail investors, potentially making the stock more volatile. We maintain our FY11-13 earnings forecasts and target price of Rp1,350 (GGM, ROE 21.7%, CoE 15.7%, growth 10.5%). (CIMB)

BW Plantation
2Q may offer upside - by Erwan Teguh / Reinald Wangsanata

(BWPT IJ / BWPT.JK, OUTPERFORM - Maintained, Rp1,200 - Tgt. Rp1,480, Palm Oil)
1Q11 core profit of Rp54bn (+92% yoy) forms 17% of our FY11 forecast and 18% of consensus. Adjusting for seasonality, the results are in line. Sales grew 56% yoy on 11% volume growth and 21% ASP growth. Margins expanded 12% pts yoy to 72%, likely the highest among our planters, reflecting its mostly nucleus estates, while cash costs came down 18%. For now, we maintain our forecasts and target price of Rp1,480, still based on a 20% discount to NAV. Strong production growth and new planting are mid-term catalysts, in our view, while M&As remain possible over the longer term.

Borneo Lumbung Energi [ PDF ]
On track - by Erindra Krisnawan
(BORN IJ / BORN.JK, OUTPERFORM - Maintained, Rp1,710 - Tgt. Rp2,250, Coal Mining)

1Q11 core profit only makes up 19% of our FY11 estimate and 21% of consensus, but the results are deemed to be in line due to stronger quarters expected in the rest of the year. Highlights are: 1) on-track production; 2) slightly better-than-expected ASPs of US$254/ tonne (vs. our full-year estimate of US$240); and 3) in-line costs of US$73/tonne (vs. our US$76). Still-positive coking coal prices in 2Q11 provide comfort and should provide re-rating catalysts. We maintain our Outperform rating, earnings forecasts and target price of Rp2,050, still based on DCF valuation (WACC 12.25%).

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%
Oil. 112.85. -0.01. -0.01%
Gold. 1531.200.+14.100. +0.93%
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%

Timah. 32050. +0. +0.00%
Nikel. 26795. +85. +0.32%

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%
Coal 22 Apr 121.48 vs.123.12(15 Apr)

@Bollinger Band: Bullish Continuation Moves Are Slowing Down

IHSG

USDIDR

DJIA

OIL

GOLD

EURUSD

@BUY: BWPT/ BHIT / JPFA / BBNI / BBRI / BBTN / BTPN / ASII

IHSG: Not so good for trading ahead of FULL MOON

BWPT: weak momentum dalam trend bearish dengan menunjukkan head & shoulder. Intraday Overbought. Buy on weakness 1.160/1.170 target 1220 stop loss dibawah 1.140; buy jika tembus diatas 1.220 target 1.270 stop loss dibawah 1.190.

BTPN: Intraday Overbought, momentum kenaikan hari terkena resistance di 3.100, potensi penurunan terbatas dalam uptrend momentum, target 3.300/3.400 bahkan 4.000/4.150. Buy area 2.800/2.900 target 3.400 stop loss dibawah 2.650.

BHIT: weak momentum, masih konsolidasi dalam trend bearish, momentum kenaikan akan terjadi di awal pekan depan (kemungkinan 3/05 mencapai target lingkaran orange), selama support 162 tidak ditembus.

BBNI: Buying power dominan, tp dalam weak momentum bullish, intraday oversold. Buy on weakness 3.900/3.925 target lingkaran orange pada kisaran tgl 8-9 Mei 2011, selama bertahan diatas 3.725.

JPFA: Courtesy BNI Securities Daily TA 29-04 - Bloomberg. JPFA dalam trend bullish, didukung dengan penutupan diatas 3.625 (pivot point), intraday bullish, stochastic crossing buy, buying power & volume meningkat. Selama bertahan diatas 3.500, JPFA berpeluang menuju resist 3.700/3.850/4.000.
Support di 3.625/3.500/3.400. Rekomendasi: 1) Buy jika tembus 3.700 target 4.000 stop loss dibawah 3.500; 2) Buy 3.625 target 3.700 stop loss dibawah 3.525; 3) Sell jika tembus dibawah 3.400 target 3.175 kecuali naik diatas 3.525.

BWPT:

Thursday, April 28, 2011

Laporan & Rumor Saham Indonesia 28-04 (Refresh)

Triwulan I, BTN Bukukan Laba Rp245 Miliar
http://economy.okezone.com/read/2011/04/28/278/451155/triwulan-i-btn-bukukan-laba-rp245-miliar

The Fed Will Make Sure Obama Wins in 2012: Strategist
http://www.cnbc.com/id/42794512

Did Bernanke Ignite the Market's Next Leg Higher?
http://www.cnbc.com/id/42782816

Time to Exit? A Major Bear Goes Bullish
http://www.cnbc.com/id/42782844

Brace for Profit-Taking in May & June: Strategist
http://www.cnbc.com/id/42780502

BHIT Cetak Laba Bersih Rp170 Miliar
http://economy.okezone.com/read/2011/04/28/278/451148/bhit-cetak-laba-bersih-rp170-miliar

Bhakti Investama Bagi Dividen Tunai Rp59,7 M
http://economy.okezone.com/read/2011/04/28/278/451132/bhakti-investama-bagi-dividen-tunai-rp59-7-m

Laba Bersih Bhakti Capital Naik 7%
http://economy.okezone.com/read/2011/04/28/278/451149/laba-bersih-bhakti-capital-naik-7

Laba AALI Melesat 140%
http://economy.okezone.com/read/2011/04/28/278/451074/laba-aali-melesat-140

Kinerja Emiten Kinclong, IHSG Cetak Rekor Lagi
http://www.detikfinance.com/read/2011/04/28/160551/1627873/6/kinerja-emiten-kinclong-ihsg-cetak-rekor-lagi

Reli delapan sektor menyelamatkan IHSG ke zona hijau di sesi II
http://investasi.kontan.co.id/v2/read/1303982570/66022/Reli-delapan-sektor-menyelamatkan-IHSG-ke-zona-hijau-di-sesi-II

Kinerja & Ekspektasi Dividen Selamatkan IHSG
http://pasarmodal.inilah.com/read/detail/1461852/kinerja-ekspektasi-dividen-selamatkan-ihsg

Astra Raup Untung Rp 4 Triliun dalam 3 Bulan
http://www.detikfinance.com/read/2011/04/28/163538/1627918/6/astra-raup-untung-rp-4-triliun-dalam-3-bulan

Laba BCA Cuma Tumbuh 4,4%
http://economy.okezone.com/read/2011/04/28/278/451068/laba-bca-cuma-tumbuh-4-4

Nilai dividen kurang maksimal, saham BBRI tertekan jelang penutupan
http://investasi.kontan.co.id/v2/read/1303981073/66017/Nilai-dividen-kurang-maksimal-saham-BBRI-tertekan-jelang-penutupan

Agenda May 2011
02 May 2011 Rups Inds, UNTR, AGRO, Pengumuman Data Inflasi, Cum Dev INCO $0.0146
03 May 2011 Rups Inovisi Infracom, OCAP
04 May 2011 Rups MPPA
05 May 2011 Rups Elang Mahkota, MEDC, TURI, SHID
06 May 2011 Rups ASII, Cum Dev MERK 4464, Cum Dev TRIO 15

09 May 2011 Cum Dev INTA 56, Cum Right Issue UNTR 33:4 (15.050), Cum Right INDS 1:5 (1520), Rups PANS, Pertamina Likely To Restart Balikpapan Refinery, Mulai Penawaran IPO Megapolitan Land 240-300

10 May 2011 Rups KBLV, TMPO, COWL, HEXA, INTP, AKRA, Vallar Plc expects to complete a stake increase in BUMI, Listing HD Finance, Mulai penawaran IPO Buana Listya Tama 105-175

11 May 2011 Rups Wahana Ottomitra, TBIG, ACES, Cum Dev TCID 340, Cum Dev EXCL 107, Cum Dev SMCB 23, Cum Dev TRST 20

12 May 2011 Rups BBKP, BAYU, WIKA, FASW, MEGA, BRPT, BLTA, BBCA, SMDR, Pengumuman BI Rate, Akhir penawaran IPO Buana Listya Tama 105-175, Cum Dev TOTL 14,67

16 May 2011 Rups JPFA, MBAI, Cum Dev Majapahit Securities 1

18 May 2011 Rups HMSP, EPMT, PYFA, KKGI, PTSP, Pembangunan Graha Lestari, CPIN, BBNI, PGLI, BBKP

19 May 2011 Rups BBTN, MEDC, ELSA, Mandala Multi Finance, TLKM, GJTL, CPRO, DVLA, Gema Graha Sarana, Mahaka Media, UNVR, Modern International, Listing IPo Buana Listya Tama 105-175

20 May 2011 Rups PUDP, TSPC, BUDI, TBLA, PEGE
23 May 2011 Rups BMRI, SSIA
24 May 2011 Rups DGIK, CSAP, GZCO, CTRS, CTRA, CTRP, KBLM, BIMA, SOBI, SPMA, PLAZA INDONESIA
25 May 2011 Rups ASRM, ERTX, SKLT, LTLS, Modern International, IGAR, MLBI, Apli, Bank Arta Graha, PTRO (agenda stock split), LSIP, KLBF

26 May 2011 Rups RALS, MITI, SCMA, SDPC, FREN, EKAD
27 May 2011 Rups Pan Pacific International, SCCO, KBRI, Multi indo citra, CTTH, MLIA, INDF, ICBP, Cum Dev ADRO 20,50
30 May 2011 Rups Asuransi Jasa Tania
31 May 2011 Rups Dian Swastika

Dividen Total Malindo Feedmill Rp 185 per Saham
http://www.detikfinance.com/read/2011/04/28/151954/1627808/6/dividen-total-malindo-feedmill-rp-185-per-saham

PT Jakarta Setiabudi Bagikan Dividen Rp 18,5 Miliar
http://www.investor.co.id/marketandcorporatenews/pt-jakarta-setiabudi-bagikan-dividen-rp-185-miliar/10748

Astra Graphia siapkan capex Rp200 miliar
http://www.bisnis.com/market/saham/21841-astra-graphia-siapkan-capex-rp200-miliar

TOTL bagi dividen senilai Rp 14,67 per saham
http://investasi.kontan.co.id/v2/read/1303977288/66007/TOTL-bagi-dividen-senilai-Rp-1467-per-saham

Laba Bersih Indo Acidatama Anjlok 90,92%
http://pasarmodal.inilah.com/read/detail/1461322/laba-bersih-indo-acidatama-anjlok-9092

Laba bersih tumbuh signifikan, saham INDS melambung 19,48%
http://investasi.kontan.co.id/v2/read/1303976966/66006/Laba-bersih-tumbuh-signifikan-saham-INDS-melambung-1948

Rupiah Kamis Siang Naik 46 Poin (Rp 8.563)
http://www.investor.co.id/moneyandbanking/rupiah-kamis-siang-naik-46-poin/10739

BPS prediksi deflasi bulan ini menguat
http://www.bisnis.com/ekonomi/makro/21828-bps-prediksi-deflasi-bulan-ini-menguat

PGN {Ticker: PGAS.JK, Closing Price: 4,000 IDR, Target Price: 5,100 IDR, Recommendation: Buy}

Although we reiterate our view that the stock lacks any clear positive catalysts near term, we continue to like its longer term potential given encouraging progress of the LNG receiving terminal project to help address supply concerns longer term.

We see moderate earnings risks near term due to lingering uncertainties surrounding ramp-up of existing contracts & delays in signing of new contracts. Indeed, the regulators have been less supportive of PGAS when allocating gas recently, instead favoring allocations to oil co ' s for oil lifting, PLN, fertilizer co ' s, and even local govt co ' s (eg. recent dispute on Ketapang supply). (DB)

Gudang Garam {Ticker: GGRM.JK, Closing Price: 40,350 IDR, Target Price: 43,500 IDR, Recommendation: Buy}

Fourth major price increase of the year
Gudang Garam is raising prices for all of its major brands by c. 0.7%, which we view as a sign of its strong pricing power, which it has repeatedly demonstrated over the past 3 years. This is GGRM ' s fourth major price hike of the year with the company having raised prices by 2.8% YtD or 8% YoY. The company just needs to raise prices by an additional 1.5% to meet our full year price hike assumption of 8% YoY.(Deutsche Bank)

Duta Graha mundur dari tender gedung baru DPR
http://nasional.kontan.co.id/v2/read/1303967748/65985/Duta-Graha-mundur-dari-tender-gedung-baru-DPR

IMF: STRONGER ASIAN CURRENCIES WOULD EASE HIGHER-RATE `BURDEN'. CHINA INFLATION RATE TO MODERATE LATER THIS YEAR, IMF SAYS. ASIA'S INFLATION RISKS `REMAIN ON THE UPSIDE. IMF SEES NEED FOR MORE MONETARY TIGHTENING IN ASIA. ASIA'S `ROBUST' GROWTH BEING LED BY CHINA AND INDIA.

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)

BBRI akan bagi dividen senilai Rp 70,04 per saham
http://investasi.kontan.co.id/v2/read/1303968826/65988/BBRI-akan-bagi-dividen-senilai-Rp-7004-per-saham-

Naik Tipis, IHSG Sempat Tembus Rekor
http://www.detikfinance.com/read/2011/04/28/120542/1627500/6/naik-tipis-ihsg-sempat-tembus-rekor

Asing Topang IHSG Sesi I Ditutup Naik 0,05%
http://pasarmodal.inilah.com/read/detail/1460602/asing-topang-ihsg-sesi-i-ditutup-naik-005

Berencana go private, bursa suspen saham ALFA hari ini
http://investasi.kontan.co.id/v2/read/1303967525/65984/Berencana-go-private-bursa-suspen-saham-ALFA-hari-ini

Indonesia Stocks: Astra Otoparts, Energi Mega, Medco Energi
http://www.bloomberg.com/news/2011-04-28/indonesia-stocks-astra-otoparts-energi-mega-medco-energi.html

TRIO bagi dividen senilai Rp 66,75 miliar
http://investasi.kontan.co.id/v2/read/1303965590/65977/TRIO-bagi-dividen-senilai-Rp-6675-miliar

Kredit Naik, Laba Bersih BTPN Terkerek 76%
http://pasarmodal.inilah.com/read/detail/1460462/kredit-naik-laba-bersih-btpn-terkerek-76

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.

BUMI membatalkan divestasi 7,4 Juta saham Gallo Oil Ltd Bumi Resources (BUMI) kemarin dikabarkan mengumumkan pembatalan divestasi 7,4 juta saham atau 20% saham Gallo Oil Ltd miliknya ke Florenceville Financial. Pembatalan praktis menghapus aset BUMI USD 290 juta karena dalam laporan keuangan BUMI 2009 dan 2010, dana divestasi itu didefinisikan tagihan senilai harga jual Gallo, USD 290 juta. Sejalan dengan itu, laba yang diperoleh BUMI dari selisih harga jual Gallo dengan nilai investasinya juga terhapus, USD 35,9 juta.

Laba Bersih Bank Permata Naik 108%
http://www.investor.co.id/moneyandbanking/laba-bersih-bank-permata-naik-108/10678

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, Bank BJB (BJBR IJ) is scheduled to announce its 1Q11 financial result

Bank Tabungan Pensiunan
Hunting for bigger pie - by Mulya Chandra CFA

(BTPN IJ / BTPN.JK, OUTPERFORM - Upgraded, Rp2,600 - Tgt. Rp3,500, Banks)

Kalbe Farma
Minor hiccup, but on track - by Erwan Teguh
(KLBF IJ / KLBF.JK, NEUTRAL - Maintained, Rp3,575 - Tgt. Rp3,800, Pharmaceuticals)

1Q11 core profit was up 23% yoy to Rp322bn, forming 21% of our FY11 forecast and consensus. Factoring in seasonality, the results are 10% below our forecast and 8% below consensus, mainly due to lower-than-expected sales growth after the divestment of its packaging business in the middle of last year. Excluding packaging, sales grew 12.2% yoy, in line with our forecast of 15%. Strong margins support our view that margins would be higher this year and as such, we keep our FY11-13 earnings forecasts and target price of Rp3,800, still pegged at 20x CY12 earnings.

Saham SIPD Berpotensi Menuju Rp150
http://pasarmodal.inilah.com/read/detail/1459772/saham-sipd-berpotensi-menuju-rp150

Peluang Menangkan Tender, ADHI Dikerek ke Rp 1200
http://pasarmodal.inilah.com/read/detail/1439392/peluang-menangkan-tender-adhi-dikerek-ke-rp-1200

Harga Perdana HD Finance Ditetapkan Rp200/Saham
http://pasarmodal.inilah.com/read/detail/1459982/harga-perdana-hd-finance-ditetapkan-rp200saham

Kuartal I, Laba Trikomsel Naik 95,8%
http://economy.okezone.com/read/2011/04/28/278/450790/kuartal-i-laba-trikomsel-naik-95-8

Agung Podomoro Cetak Laba Bersih Naik 494%
http://pasarmodal.inilah.com/read/detail/1459922/agung-podomoro-cetak-laba-bersih-naik-494

Laba Bersih Bank Mayapada Anjlok 55% di Q1-2011
http://pasarmodal.inilah.com/read/detail/1459912/laba-bersih-bank-mayapada-anjlok-55-di-q1-2011

Laba Bersih BWPT Naik 68% di Q1-2011
http://pasarmodal.inilah.com/read/detail/1459852/laba-bersih-bwpt-naik-68-di-q1-2011

UNTR Cetak Kenaikan Laba Bersih 42,7% di Q1-2011
http://pasarmodal.inilah.com/read/detail/1459842/untr-cetak-kenaikan-laba-bersih-427-di-q1-2011

Japan Economy Took Bigger Hit in March Than Analysts Estimated
http://www.bloomberg.com/news/2011-04-28/japan-s-industrial-output-plunges-15-3-as-record-quake-disrupts-supplies.html

HRUM siapkan dana Rp 2,58 triliun untuk ekspansi
http://investasi.kontan.co.id/v2/read/1303953146/65957/HRUM-siapkan-dana-Rp-258-triliun-untuk-ekspansi

Pengumuman Fed Bawa Nasdaq ke Titik Tertinggi dalam 10 Tahun
http://www.detikfinance.com/read/2011/04/28/070209/1627193/6/pengumuman-fed-bawa-nasdaq-ke-titik-tertinggi-dalam-10-tahun?f9911013

Bloomberg:Bhakti Investama to Sell 10% Stake in MNC Sky, Daily Reports

Harum Energy to Pay Dividend of 244 Rupiah a Share, Daily Says

Lanjutkan Kenaikan, Pilih Saham Bank-CPO
http://pasarmodal.inilah.com/read/detail/1458302/lanjutkan-kenaikan-pilih-saham-bank-cpo

Laba bersih KLBF naik 23,3% pada triwulan I 2011
http://investasi.kontan.co.id/v2/read/1303949758/65952/Laba-bersih-KLBF-naik-233-pada-triwulan-I-2011

Kuartal satu, pendapatan BMTR naik 16% menjadi Rp 1,57 triliun
http://investasi.kontan.co.id/v2/read/1303908946/65934/Kuartal-satu-pendapatan-BMTR-naik-16-menjadi-Rp-157-triliun

BMTR bagi dividen Rp 10 per saham

Penuhi capex 2011, AUTO jajaki pinjaman senilai Rp 600 miliar
http://investasi.kontan.co.id/v2/read/1303903101/65927/Penuhi-capex-2011-AUTO-jajaki-pinjaman-senilai-Rp-600-miliar

MNCN akan bagikan dividen sebesar Rp 15 per saham
http://investasi.kontan.co.id/v2/read/1303912150/65937/MNCN-akan-bagikan-dividen-sebesar-Rp-15-per-saham

AUTO akan membagikan dividen sebesar 40% dari laba bersih 2010
http://investasi.kontan.co.id/v2/read/1303897648/65918/AUTO-akan-membagikan-dividen-sebesar-40-dari-laba-bersih-2010

Asian Stocks Rise as Federal Reserve Signals Low Interest Rates

Inilah Saham Pilihan Kamis (28/4/2011)
http://pasarmodal.inilah.com/read/detail/1459252/inilah-saham-pilihan-kamis-2842011

Kuartal I, Laba Bersih MNC Naik 27%
http://economy.okezone.com/read/2011/04/27/278/450654/kuartal-i-laba-bersih-mnc-naik-27

BLOOMBERG: INDIKA SAID TO PLAN TO SELL DOLLAR BONDS AS EARLY AS TODAY. INDIKA ENERGY SAID TO MARKET DOLLAR BONDS TO YIELD 7% AREA. INDIKA SAID TO PLAN TO EXCHANGE $185M OF BONDS DUE 2012. INDIKA ENERGY SAID TO PLAN TO SELL $115M OF NOTES DUE 2018

BLOOMBERG: RUPIAH GAIN PACE MUST BE 'RIGHT BALANCE,' PANGESTU SAYS. INDONESIA FOOD PRICE INFLATION 'CALMED DOWN' IN 1Q: PANGESTU. INDONESIA SEEKS TO EXPORT MORE VALUE-ADDED PRODUCTS TO CHINA.

Bloomberg: Indonesia Sells $2.5 Billion Dollar Bonds in Record Start

Rekomendasi: Saham apa yang menarik hari ini?
http://www.bisnis.com/market/saham/21768-rekomendasi-saham-apa-yang-menarik-hari-ini

Dollar AS tumbang, emas kembali cetak rekor sepanjang sejarah
http://investasi.kontan.co.id/v2/read/1303950902/65953/Dollar-AS-tumbang-emas-kembali-cetak-rekor-sepanjang-sejarah

Stok bensin AS turun tajam, harga minyak kembali melejit
http://investasi.kontan.co.id/v2/read/1303948919/65950/Stok-bensin-AS-turun-tajam-harga-minyak-kembali-melejit

@Buy: BMRI / BJBR / BMTR / BNBR / BORN

BMRI: Buying power still strong, wave impulse v/3, ready to breakout triple top 7250 (29/04).

BJBR: Courtesy BNI Securities Daily TA 28-04 - Bloomberg). Analisa HIT 27-04 :masih layak dikoleksi 1280/1290 stop loss dibawah area 1260-1240 support target 1340 (buy jika tembus) target 1400.

BMTR: Corrective wave v/3 is about to over? Oversold for A Technical Rebound Next Week

BNBR:

BORN: Impulse 3 still mode on, buy on 1690-1710 area target 1760/1830 stop loss dibawah 1640

@Bullish Continuation Pattern Until Next Week Mayday (Full Moon)

IHSG

DJIA

Wednesday, April 27, 2011

Tonite Betting Champions League: Barcelona vs Real Madrid

Analisa HITSaham is Real Madrid by 2 -1, peluang 57% Real Madrid vs 43% Barca. Disiarkan pangsung 28/04: 02.45 WIB

11 Fakta Menarik Real Madrid Vs Barcelona
http://bola.vivanews.com/news/read/216993-11-fakta-menarik-real-madrid-vs-barcelona

$2,400 Dinner Helps Real win against Barcelona in Stadium Revenue
http://www.bloomberg.com/news/2011-04-26/real-madrid-s-2-400-dinner-helps-soccer-team-surpass-barcelona-in-sales.html

Real Madrid once again face Barcelona but this time in a Champions League semi-final. Barcelona may be on-course for a third straight league title but Real have found some form and they will go into the match as Copa del Rey champions.
http://news.williamhill.com/a/football/jose-mourinho-he-is-the-special-one/

http://sports.williamhill.com/bet/en-gb/betting/e/1966279/Real-Madrid-v-Barcelona.html

ASIA BETTING: Barca vs Real Madrid: Pukul 02.45 WIB (Asian Bookie)

ODDS:

ladbrokes

m88bet

William Hills

Laporan & Rumor Saham Indonesia 27-04

Asing Dukung IHSG Cetak Rekor Baru di 3.804,93
http://pasarmodal.inilah.com/read/detail/1458202/asing-dukung-ihsg-cetak-rekor-baru-di-380493

Sambut Musim Dividen, IHSG Nemplok Lagi di 3.800
http://www.detikfinance.com/read/2011/04/27/160722/1626848/6/sambut-musim-dividen-ihsg-nemplok-lagi-di-3800

TLKM dan ASII paling diburu asing hingga penutupan sesi kedua
http://investasi.kontan.co.id/v2/read/1303897261/65917/TLKM-dan-ASII-paling-diburu-asing-hingga-penutupan-sesi-kedua

AUTO Stock Split 1:5 Dengan Harga Rp100/Saham
http://pasarmodal.inilah.com/read/detail/1458222/auto-stock-split-15-dengan-harga-rp100saham

Astra Otoparts Bagi Sisa Dividen Rp334,68 M
http://pasarmodal.inilah.com/read/detail/1458162/astra-otoparts-bagi-sisa-dividen-rp33468-m

BLOOMBERG: UNITED TRACTORS 1ST QTR NET INCOME AT 1.267T RUPIAH. UNITED TRACTORS 1ST QTR SALES AT 12.648T RUPIAH

BNI Cetak Kenaikan Laba Bersih 22% di Q1-2011
http://pasarmodal.inilah.com/read/detail/1457712/bni-cetak-kenaikan-laba-bersih-22-di-q1-2011

Laba Bersih KKGI Jadi Rp81,9 M di Kuartal I
http://www.inilah.com/read/detail/1439332/laba-bersih-kkgi-jadi-rp819-m-di-kuartal-i

Berekspansi bangun 266 tower, saham TBIG melesat siang ini
http://investasi.kontan.co.id/v2/read/1303891440/65901/Dikabarkan-berekspansi-bangun-tower-baru-saham-TBIG-melaju-32

DYNA proyeksi proses delisting bisa rampung September 2011
http://investasi.kontan.co.id/v2/read/1303890141/65896/DYNA-proyeksi-proses-delisting-bisa-rampung-September-2011

Samuel: Rekomendasi buy untuk BORN, batas resiko di level 1.700
http://investasi.kontan.co.id/v2/read/1303888297/65893/Samuel-Rekomendasi-buy-untuk-BORN-batas-resiko-di-level-1.700

Pendapatan GIAA tumbuh di atas 10% pada kuartal I tahun ini
http://investasi.kontan.co.id/v2/read/1303888189/65892/Pendapatan-GIAA-tumbuh-di-atas-10-pada-kuartal-I-tahun-ini

HRUM bagi dividen tunai senilai Rp 659,1 miliar
http://investasi.kontan.co.id/v2/read/1303887145/65886/HRUM-bagi-dividen-tunai-senilai-Rp-6591-miliar

Mitra Adiperkasa 1Q net profit up 45%. Net profit grew 45% to Rp44 billion from Rp30 billion in the first quarter of last year. Operating profit increased 56% to Rp82 billion from Rp53 billion. Net revenue after cost of consignment sales increased 21% to Rp1.27 trillion from Rp1.05 trillion.

BLOOMBERG: BAKRIE TELECOM EXPECTS TO CLOSE DEAL IN 2ND HALF 2011: DIRECTOR. BAKRIE TELECOM ALLOCATES $200M FOR CAPEX THIS YEAR. BAKRIE TELECOM TO BUY `BROADBAND WIRELESS' COMPANY

BORN: Q1 2011 Net income Jumps 85% from Q4 2010. Target price Rp 2.000 upgrade by Deutsche Bank Securities (DB).

HRUM berencana membagikan dividen Rp 244.1 / lembar.

Laporan Kinerja Emiten Dorong IHSG Menanjak 19 Poin
http://www.detikfinance.com/read/2011/04/27/120832/1626590/6/laporan-kinerja-emiten-dorong-ihsg-menanjak-19-poin

Ekspektasi bagi dividen lebih besar, saham TLKM sukses dongkrak indeks
http://investasi.kontan.co.id/v2/read/1303879736/65875/Ekspektasi-bagi-dividen-lebih-besar-TLKM-sukses-dongkrak-indeks-siang-ini

Inilah tiga bluechips yang paling diminati di sesi pertama hari ini!
http://investasi.kontan.co.id/v2/read/1303881868/65880/Inilah-tiga-bluechips-yang-paling-diminati-di-sesi-pertama-hari-ini

Asing Masuk, IHSG Sesi I Ditutup Naik 0,51%
http://pasarmodal.inilah.com/read/detail/1457072/asing-masuk-ihsg-sesi-i-ditutup-naik-051

BLOOMBERG: BANK NEGARA 1Q NET INCOME RISES TO 1.25T RUPIAH FROM YEAR AGO. BANK NEGARA 1Q NET INTEREST INCOME UNCHANGED AT 2.89T RUPIAH

BLOOMBERG: *TELKOM INDONESIA GAINS, BIGGEST INDEX MOVE, ON DIVIDEND PAYOUT

RTRS-INDONESIA'S BANK NEGARA SAYS JAPAN'S SBI SECURITIES <8473.T> BUYS 25 PCT OF BNI SECURITIES

Batal divestasi saham anak usaha, saham BUMI bergerak liar
http://investasi.kontan.co.id/v2/read/1303877223/65868/Batal-divestasi-saham-anak-usaha-saham-BUMI-bergerak-liar

Tingkat produksi batubara diramal naik, saham-saham pertambangan terdongkrak
http://investasi.kontan.co.id/v2/read/1303876462/65867/Tingkat-produksi-batubara-diramal-naik-saham-saham-pertambangan-terdongkrak

Indonesia Stock Movers: Aneka Tambang, Bank Tabungan Pensiunan
http://www.bloomberg.com/news/2011-04-27/indonesia-stock-movers-aneka-tambang-bank-tabungan-pensiunan.html

Laba Bank Swadesi Turun 2,48% pada Q1-2011
http://pasarmodal.inilah.com/read/detail/1456822/laba-bank-swadesi-turun-248-pada-q1-2011

Bakrie Telecom, Bank Ekonomi, Permata: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-04-27/bakrie-telecom-bank-ekonomi-permata-indonesia-equity-preview.html

Indonesia Risks Losing Investor ‘Sheen’ as Economy Revamp Slows
http://www.bloomberg.com/news/2011-04-25/indonesia-risks-losing-investor-sheen-as-economy-revamp-slows.html

Indonesia Stocks Expected To Find Traction
http://news.ino.com/headlines/?newsid=42620112264

Palm Oil Futures Decline 0.7% to 3,308 Ringgit/Ton in Malaysia

Bloomberg: Indonesia’s First-Quarter Coal Output Below Target Amid Rains

Bloomberg: Bank Tabungan Pensiunan Gains Most in a Month as Profit Jumps

*BANK INDONESIA DEPUTY GOVERNOR SARWONO COMMENTS ON INFLATION. INDONESIA APRIL CONSUMER PRICES MAY FALL, CENTRAL BANK SAYS

Meski cetak laba, SRSN tak akan bagikan dividen
http://investasi.kontan.co.id/v2/read/1303837691/65838/Meski-cetak-laba-SRSN-tak-akan-bagikan-dividen

JSMR siap terbitkan obligasi infrastruktur http://investasi.kontan.co.id/v2/read/1303824317/65829/JSMR-siap-terbitkan-obligasi-infrastruktur

Cermati Saham TRIL
http://pasarmodal.inilah.com/read/detail/1456322/cermati-saham-tril

Saham ASIA Bakal Digoreng Bandar Menuju Rp150
http://pasarmodal.inilah.com/read/detail/1456302/saham-asia-bakal-digoreng-bandar-menuju-rp150

BPS: Harga Cabai dan Bawang Turun, April Berpotensi Deflasi Lagi
http://www.detikfinance.com/read/2011/04/27/084955/1626389/4/bps-harga-cabai-dan-bawang-turun-april-berpotensi-deflasi-lagi

BUMI Prioritaskan Bayar Utang Dolar AS
http://pasarmodal.inilah.com/read/detail/1455612/bumi-prioritaskan-bayar-utang-dolar-as

IPO, Jaya Agra Wattie Lepas 30% Saham
http://economy.okezone.com/read/2011/04/27/278/450376/ipo-jaya-agra-wattie-lepas-30-saham

Rekomendasi: Belanja saham apa hari ini?
http://www.bisnis.com/market/saham/21582-rekomendasi-belanja-saham-apa-hari-ini

Bloomberg: Indonesia’s Coal Output May Rise to 370 Million Tons, Group Says

Laba melonjak 76%, saham BTPN melaju kencang ke level tertinggi dalam sebulan http://investasi.kontan.co.id/v2/read/1303874298/65862/Laba-melonjak-76-saham-BTPN-melaju-kencang-ke-level-tertinggi-dalam-sebulan

S&P Cuts Japan's Rating Outlook To Negative http://news.ino.com/headlines/?newsid=42620112300

Bloomberg: Indonesian Global Bond Said to Attract $5 Billion Bids: WSJ Link