Friday, July 8, 2011

Rally Off Weekly Confluence Support Shows Bullish Strength In Triple Index Check

I’m assuming most traders were surprised at the recent power-rally in the US Equity Markets recently. However, taken into the larger context or perspective, this rally formed off major “Make or Break” Confluence Support as best seen on the Weekly Chart. What started as a simple “retracement” buy-in has ignited a powerful “Positive Feedback Loop” that morphed into a powerful Short-Squeeze.

Read More: http://www.dailymarkets.com/stock/2011/07/07/rally-off-weekly-confluence-support-shows-bullish-strength-in-triple-index-check/

The 1st Technical Analysis IPO PT Tifa Finance Tbk (TIFA)

Moon Cycle: Baik untuk trading & investasi, 1/2 perjalanan dalam bull rally.
 
Gann Analysis:

Rekomendasi: Sell on Rally
 9.45 WIB: IPO TIFA: Dalam 5 menit Profit +24.89% (Buy 245 target 305). Hold Buy Breakout 325 target 385 stop loss dibawah 285.
Resist   : 235/245 (Buy jika breakout)/260/285/305 (Sell)/325 (Buy jika breakout) Extend to 389/432/462/497
Support: 190/183 (Buy)/175/160 (Buy)

Laporan & Rumor Saham Indonesia 08-07 (Refresh)

2nd session on JCI 08.07.11
@ 4,003.691 (+64.218pts) (+1.630%)
H: 4,005.686 ; L: 3,939.749
Value: 5.82 T (NG 1.06 T )
Volume: 60 M (NG 1.23 B )
Foreign Nett Buy: 611 B

5 most active stocks by value:
BMRI @ 7,600 (+3.40%)
ITMG @ 47,150 (+5.36%)
ASII @ 67,800 (+2.96%)
BUMI@ 3,025 (+1.68%)
BBRI @ 6,800 (+2.26%)

5 most active stocks by volume:
ASRI @ 330 (+3.13%)
BNBR @ 68 (+1.49%)
MITI @ 60 (-11.76%)
ENRG @ 200 (+0.50%)
TBLA @ 650 (-1.52%)

5 most up:
ALKA @ 550 (+22.22%)
WOMF @ 470 (+18.99%)
BEKS @ 151 (+12.84%)
FORU @ 138 (+12.20%)
STTP @ 560 (+9.80%)

5 most down:
ESTI @ 101 (-22.31%)
MITI @ 60 (-11.76%)
GTBO @ 139 (-10.32%)
KDSI @ 225 (-6.25%)
RAJA @ 640 (-4.48%)

5 Leading Movers:
ASII @ 67,800 (+9.22%)
BBCA @ 8,050 (+7.13%)
BMRI @ 7,600 (+6.75%)
BBRI @ 6,800 (+4.28%)
GGRM @ 51,000 (+3.93%)

5 Lagging Movers:
PGAS @ 3,975 (-0.70%)
AMRT @ 3,600 (-0.60%)
BRMS @ 710 (-0.59%)
ICBP @ 5,700 (-0.34%)
PNBN @ 900 (-0.27%)
Rgds, Nadya Isnaeni Data administrator Research Dept BNI Securities

Inilah Alasan IHSG Tembus Level 4.000
http://pasarmodal.inilah.com/read/detail/1681912/inilah-alasan-ihsg-tembus-level-4000

Bapepam-LK akan minta klarifikasi soal rencana merger LPPF dengan Meadow
http://investasi.kontan.co.id/v2/read/1310121260/72384/Bapepam-LK-akan-minta-klarifikasi-soal-rencana-merger-LPPF-dengan-Meadow

ASII, BBCA, dan BMRI jadi 3 bluechips yang bikin indeks terbang di akhir pekan
http://investasi.kontan.co.id/v2/read/1310117296/72373/ASII-BBCA-dan-BMRI-jadi-3-bluechips-yang-bikin-indeks-terbang-di-akhir-pekan

Asia Leisure Network lepas 11,34% saham BUVA
http://investasi.kontan.co.id/v2/read/1310120838/72381/Asia-Leisure-Network-lepas-1134-saham-BUVA


08 Juli  cum dev epmt 5, cum dev fast food Indonesia 448,18 (2:63), cum dev unic 33

Bloomberg: Bank Negara Indonesia Initiated at Barclays Capital

Bloomberg: Bank Danamon Indonesia Initiated at Barclays Capital

Bloomberg: China Stocks May Join Korea, Russia Gain, Credit Suisse Says

Rencana Franchise, 7 Eleven Siapkan Pasokan
http://pasarmodal.inilah.com/read/detail/1680992/rencana-franchise-7-eleven-siapkan-pasokan

Semester I, Pasar Modal Himpun Dana Capai Rp49,2 T
http://pasarmodal.inilah.com/read/detail/1681192/semester-i-pasar-modal-himpun-dana-capai-rp492-t

Saham Operator Jalan Tol Pun Bersorak
http://pasarmodal.inilah.com/read/detail/1681042/saham-operator-jalan-tol-pun-bersorak

Kredit Korporasi BNGA sudah di Atas 10%
http://pasarmodal.inilah.com/read/detail/1680692/kredit-korporasi-bnga-sudah-di-atas-10

Potensi Dana Rp 49 Triliun Siap Masuk Pasar Modal 
http://finance.detik.com/read/2011/07/08/153536/1677480/6/potensi-dana-rp-49-triliun-siap-masuk-pasar-modal

Saham Perdana Sidomulyo Selaras Oversubscribed 1,6 Kali
http://finance.detik.com/read/2011/07/08/145619/1677445/6/saham-perdana-sidomulyo-selaras-oversubscribed-16-kali

Solusi Tunas Pratama Melantai di Bursa Triwulan III-2010
http://finance.detik.com/read/2011/07/08/124859/1677323/6/solusi-tunas-pratama-melantai-di-bursa-triwulan-iii-2010


Research Today: Gudang Garam – Refocusing on profitability – BUY Tp57,000 Another good piece from Merlissa. She is still a buyer of Gudang Garam (GGRM IJ) as we believe in their ability to deliver double-digit earnings growth despite competitive industry. We upgrade our TP to Rp57,000/sh, implying 19x P/E 2012CL. ( CLSA - KZ )

ASRI : We are glad to give you a brief update about our marketing sales figure. Total marketing sales in June 2011 is IDR 163.846 billion. Therefore, total marketing sales from January - June 2011 is IDR 1,016.218 billion.
12:47 PM 7/8 Citi Group upgraded TP for coal players in Indonesia: ADRO (Top pick) - 3,850 from 3,550 PTBA - 27,500 vs 23,500 ITMG - 67,500 vs 58,000 BUMI - 4,500 vs 4,200

 Trades of the Day... Fundamentally: CIMB mempertahankan rating OUTPERFORM untuk Astra International (ASII) dengan target harga Rp70000, masih berdasarkan metode SOP setelah menaikan earning 2% karena penjualan yang kuat pada Juni dan recovery dari Jepang. Target harga kami sekitar 15x CY12 PER dan menaikan prediksi penjualan mobil 2011 sebesar 8% ke 853k dengan market share motor dari 46.5 menjadi 50%. Kami menilai street upgrade masih akan berlangsung, angka kami 4% diatas consensus saat ini. CIMB mempertahankan rating OUTPERFORM untuk Gudang Garam (GGRM) dengan target harga Rp56500, setelah menaikan ASP sebesar 1-2% pada akhir Juni karena kenaikan harga tembakau dan cengkih. Panen selanjutnya adalah bulan Sep-Nov11. GGRM akan memasuki tahun depan dengan antisipasi kenaikan cukai.

Where's the Gas? Derating in the Pipeline; Assume at UW Download the complete report (30 pgs) Gas volume constraints - likely until 2013 - and associated earnings risk will hamper the stock's performance over the next 12-18 months, in our view.Longer term,declining ROE from new gas supplies will likely drive a further derating in PGAS shares. Gas constraints and 2012 earnings riskur 2012 EPS estimate is 4% lower than consensus and assumes gas volumes of 895mmscfd. However, we see up to 8% additional downside to our EPS forecast if the 100mmscfd of gas earlier diverted from ConocoPhillips does not return in 2012. We expect new gas supplies in Indonesia to ramp up only in 2013, and with current basins maturing, gas sourcing will remain issue for PGAS in the medium term. (morgan stanley

Jakarta - PT Bayan Resources Tbk (BYAN) bekerja sama dengan Universal Cresent Power Private Limited asal India, untuk memasok 100 juta MT batubara ke negeri Hindustan tersebut. Batubara itu akan digunakan untuk bahan bakar pembangkit. Menurut Direktur Bayan Alastair McLeod, perseroan sudah menandatangani kesepakatan kerjasama dengan perusahaan asal India tersebut pada Kamis 7 Juli 2011 kemarin. "Perjanjian jual beli akan berlaku selama 15 tahun terhitung sejak tahun 2015 dengan catatan Universal harus mendapatkan pembiayaan atas proyek-proyeknya sebelum tanggal 31 Maret 2013," katanya dalam keterangan tertulis, Jumat (8/7/2011). sudah memiliki konsesi disana dan sudah ahli dalam sektor tersebut. Sementara WIKA sudah memiliki pasar untuk sektor aspal tersebut.  


Asing Net Buy, IHSG Sesi I Gagal Ditutup di 4.000. Net foreign buy Rp240,7 miliar
http://pasarmodal.inilah.com/read/detail/1680362/asing-net-buy-ihsg-sesi-i-gagal-ditutup-di-4000

Bank-Tambang Akan Dukung IHSG Sesi II
http://pasarmodal.inilah.com/read/detail/1680342/bank-tambang-akan-dukung-ihsg-sesi-ii

IHSG Catat Rekor Tembus Level 4.000 
http://finance.detik.com/read/2011/07/08/114127/1677286/6/ihsg-catat-rekor-tembus-level-4000


Laba diproyeksi naik dua kali lipat, saham BWPT melejit tajam
http://investasi.kontan.co.id/v2/read/1310098805/72329/Diproyeksi-raih-laba-dua-kali-lipat-saham-BWPT-melejit-tajam

Satu lagi perusahaan independent tower bakal melantai di bursa tahun ini
http://investasi.kontan.co.id/v2/read/1310099328/72333/Satu-lagi-perusahaan-independent-tower-bakal-melantai-di-bursa-tahun-ini 


Bloomberg: BW Plantation Gains Most in Seven Weeks After Profit Forecast

JPMorgan Cuts China, H.K. Stocks to ‘Underweight’
http://www.bloomberg.com/news/2011-07-08/jpmorgan-cuts-china-h-k-stocks-to-underweight-.html

Alfa, BW Plantation, Tower Bersama: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-07-08/alfa-bw-plantation-tower-bersama-indonesia-equity-preview.html

Indonesia Stocks: BW Plantation, Tifa Finance, Tower Bersama
http://www.bloomberg.com/news/2011-07-08/indonesia-stocks-bw-plantation-tifa-finance-tower-bersama.html

Tifa Finance Targetkan Pembiayaan Rp1 T di 2011
http://pasarmodal.inilah.com/read/detail/1680152/tifa-finance-targetkan-pembiayaan-rp1-t-di-2011

BEI Cabut Suspensi Saham MIRA & SAIP
http://pasarmodal.inilah.com/read/detail/1680172/bei-cabut-suspensi-saham-mira-saip

Hari pertama listing di bursa, saham TIFA sudah meroket 70%
http://investasi.kontan.co.id/v2/read/1310094319/72317/Hari-pertama-listing-di-bursa-saham-TIFA-sudah-meroket-70

Dikabarkan bakal akuisisi 4.000 tower, saham TBIG berlari kencang
http://investasi.kontan.co.id/v2/read/1310094306/72316/Dikabarkan-bakal-akuisisi-4.000-tower-saham-TBIG-berlari-kencang

Melonjak 320%, Saham PSDN Kembali Disuspen 
http://finance.detik.com/read/2011/07/08/102336/1677193/6/melonjak-320-saham-psdn-kembali-disuspen

Bloomberg: Tower Bersama Rises to Five-Month High After Expansion Report

Bloomberg: Tifa Finance Advances 20 Percent in Trading Debut in Jakarta

Asing Masih Beli, IHSG Dibuka Naik 0,5%
Bursa saham Indonesia pada perdagangan Jumat (8/7) pagi dibuka naik 19,62 poin atau 0,5% ke 3.959,10. Volume perdagangan mencapai 154 juta saham senilai Rp195,4 miliar.

Investor dalam Proses Akumulasi Saham BUMI
http://pasarmodal.inilah.com/read/detail/1679492/investor-dalam-proses-akumulasi-saham-bumi

ISAT akan Jual Tower ke TBIG
http://pasarmodal.inilah.com/read/detail/1679722/isat-akan-jual-tower-ke-tbig

Bloomberg: Carrefour Indonesia Offers to Buy Alfa at 4,500 Rupiah a Share

Bloomberg: BW Plantation’s First-Half Net May Have Risen 80%, Daily Reports

Inilah Rekomendasi Saham Pilihan Jumat (8/7)

Rekomendasi Saham
IHSG Siap Tertular Penguatan Wall Street

RUMOR PASAR:
INILAH.COM, Jakarta - PT Mitra Investindo Tbk (MITI) dikabarkan sedang dilirik perusahaan batubara besar untuk diakuisisi. Perseroan juga disebut-sebut akan mengakuisisi tambang batubara di Sumatera dan Kalimantan. Saham MITI diperkirakan akan bergerak menuju level Rp100-150 per lembar.Saham MITI kemarin ditutup naik Rp16 ke Rp68 dengan volume 581.130 saham senilai Rp18,5 miliar sebanyak 2.758 kali transaksi.

INILAH.COM, Jakarta - PT Capitalinck Investment Tbk (MTFN) dikabarkan akan meakukan backdoor listing menjadi perusahaan migas. Perseroan juga akan berganti nama menjadi PT Kineta Petroleum Tbk. Dalam waktu dekat saham MTFN diperkirakan akan menuju Rp1.700-2.000. Pada perdagangan kemarin saham MTFN ditutup turun Rp30 ke Rp1.200 dengan volume 84 saham senilai Rp50,2 juta sebanyak 20 kali transaksi.

Target Terdekat Saham BUMI Rp3.125-3.200

BWPT Perkirakan Raih Laba Bersih Rp170 M

BYAN Raih Kontrak Penjualan Batubara dari India

BNII Beli Saham WOMF dari IFC 11,97%

TIFA Catatkan Saham Perdana di BEI Hari Ini

Non-farm Payrolls AS Bakal Hambat Penguatan Rupiah

Data lapangan kerja AS positif, harga minyak naik ke level tertinggi 3 minggu

Buat bayar utang, BRMS andalkan anak usaha

Menanti aksi ekspansi Telkom di luar negeri

Jumlah MI bertambah, investor harus naik

Kiwoom incar pertumbuhan bisnis online trading

Standar repo saham segera dirilis

Data EKonomi Rilis, WallStreet Bersemangat

Pasca Lebaran, tarif tol "disesuaikan"

Don't Miss The Final Early Bird Workshop CTA For Your Better Future

The Final Day (8 Juli) untuk Early Bird Workshop CTA 

Ikuti Workshop New Style of Combo T.A Saham: Basic & Intermediate " 9 Simple & Powerful Methods For Trading Like A Pro*" di bulan Juli, hanya membayar Rp 1.500.000 (Early Bird sebelum 1 Juli 2011) dari Rp 2.500.000 (Perubahan bobot Training Basic 10% & 90% Intermediate).
Level Advanced tetap Rp 5.000.000 akan dibuka di bulan September/Oktober 2011

Bobot Workshop : 
(Semua diberikan dalam Bahasa Indonesia)
40% Teori vs 60% Praktek.
Level Basic 10% vs Intermediate 90%
Technical Analysis 80%, Fundamental 10% (*), Bandarmologi 10%. (*) Akan mendatangkan analis FA sekuritas BUMN.
(Click The Picture)

Di adakan di Tee Box Cafe, Jl. Grand Wijaya Jakarta Selatan
16-17 Juli 2011 (09.00 - 16.00 WIB). 
(*) Tentative. Termasuk Sertifikat, 2 Coffee Break + Lunch, Modul, Discount Membership Rekomendasi Saham & Hot Spot (WIFI-Harap Membawa Laptop) Tersedia.  Peserta akan di prioritaskan untuk mengikuti Workshop The 1st Advanced Technical Analysis di akhir tahun 2011. (Coming Soon Medan & Surabaya).

Jika anda berminat, Untuk Pendaftaraan & keterangan lebih lanjut dapat contact saya (pengajar saya sendiri: Andri Zakarias Siregar) di Hitsaham@yahoo.com dengan Isi Nama/Alamat/No Hp.
YM: a_zakarias@yahoo.com.
FB: a_zakarias@yahoo.com.
HP / SMS: 0813-196-11900.
PIN BB: 21791CDE
Transfer ke Rek. BCA: Andri Zakaria S
No: 6640144660. KC: ITC Kuningan JKT.
Lampirkan foto copy transferan anda ke email: Hitsaham@yahoo.com, Konfirmasi by sms/FB/email/BB untuk notifikasi.
Good Luck & Happy Cuan All.  

Track Records:
HOLD BUY 23 saham 2 liners (target ada di artikel sebelumnya 23/24 Juni): SIPD/RUIS/CMNP/EKAD/JPRS/LCGP/INTA/MASA/DOID/CFIN/JTPE/CNKO/IPOL/MICE/GREN/BJBR/BORN/CMNP-DOID (01-07)/GJTL-CPIN-BUMI (05-07). @ADMG buy breakout 620 target 670 (tercapai sesi 2 06/07)/780/850 selama diatas 450/460; @MNCN Buy 960/970 target 1.150 stop dibawah 900
                                         ===
(16-23 Juni)
PYFA (72%: 3 Posisi) + EKAD (5%) + CLPI (7.2%) + INDS (12.6%) + BIPI (14.28%) + ALMI (3.12%) + JTPE (10.27%) + KAEF (21.5%) + SSIA (3.03%) + TURI (12.72%) = Total +161.72% hanya dalam 1 pekan.

 Pelajaran Analisa CTA Saham Basic - Intermediate - Advanced

Thursday, July 7, 2011

20 Warning Signs Of A Global Doomsday

Worries of a Lehman-like financial crisis spreading through Europe and the world has made Greece talk of the market lately. Not to let Greece dominate the spotlight, the U.S. debt ceiling debate is also getting to be as traumatic since a failure to raise the debt ceiling could mean imminent default and credit downgrades for the United States sovereign debt.

Laporan & Rumor Saham Indonesia 07-07 (Refresh)

Bloomberg: Gudang Garam Advances, Boosting Stock Index, as Estimate Raised

Bloomberg: Astra Agro Sells 8,000 Tons of Palm Oil at Auction

Bloomberg: Prakarsa Semesta Alam Sells IDR 54 Billion 1.5-Yr MTN 

Indonesia Stocks: Bank Panin, Bumi Resources, United Tractors
http://www.bloomberg.com/news/2011-07-07/indonesia-stocks-bank-panin-sampoerna-agro-united-tractors.html

Asing Masuk Rp1,9 T, IHSG Naik 30 Poin
http://pasarmodal.inilah.com/read/detail/1677912/asing-masuk-rp19-t-ihsg-naik-30-poin

Menanjak 30 Poin, IHSG Mantapkan Posisi di Level 3.900 
http://finance.detik.com/read/2011/07/07/160838/1676761/6/menanjak-30-poin-ihsg-mantapkan-posisi-di-level-3900

Asing paling banyak koleksi ASII, BMRI, dan GGRM di sesi sore
http://investasi.kontan.co.id/v2/read/1310031420/72253/Asing-paling-banyak-koleksi-ASII-BMRI-dan-GGRM-di-sesi-sore

UNTR Akuisisi Saham Bukit Enim Senilai US$21 Juta
http://pasarmodal.inilah.com/read/detail/1677762/untr-akuisisi-saham-bukit-enim-senilai-us21-juta

CLSA naikkan proyeksi harga, GGRM jadi pendongkrak IHSG kedua terbesar
http://investasi.kontan.co.id/v2/read/1310029110/72247/CLSA-naikkan-proyeksi-harga-GGRM-jadi-pendongkrak-IHSG-kedua-terbesar

Harga Mahal, BLTA Tunda Beli Kapal Tanker Kimia
http://pasarmodal.inilah.com/read/detail/1677532/harga-mahal-blta-tunda-beli-kapal-tanker-kimia

ELSA belum terima ganti dana yang dibobol di Bank Mega
http://investasi.kontan.co.id/v2/read/1310027840/72242/ELSA-belum-terima-ganti-dana-yang-dibobol-di-Bank-Mega

POLY: 390-550. PT Asia Pacific Fibers announced earnings results for the first quarter of 2011. The profit recorded by the company totaling IDR 410.7 billion or an increase of 80.74%. If performance persists, 2011 full year net profit may rise by 379% to IDR1.6 trillion ( EPS: IDR672) due to higher sales which is expected to increase by 30% to exceed IDR5 trillion from IDR4.46 trillion a year earlier. It is now trading at P/E ratio of only 0.58X 2011 earnings. TP: IDR1,200


07 Juli  Rups Blta, Listing minna Padi 395,  cum dev ptpp 14,57,  cum dev bank swadesi 23,  cum dev smart 150,  cum dev jtpe 140,  cum dev kaef 4,995,  cum dev bank bumi artha 3,  cum right issue bank pundit Indonesia 5:6 (100), cum stock split lpps 1:2

Jakarta - PT Bank Internasional Indonesia Tbk (BNII) menambah kepemilikan sahamnya di PT Wahana Ottomitra Multiartha Tbk (WOMF) sebanyak 239,4 juta lembar (11,97%) saham. Kini, jumlah kepemilikan BII di WOM Finance menjadi 62%.

*DJ Matahari Putra Plans To Merge With Meadow Indonesia - Lippo Group Chairman
*DJ Matahari Plans To Seek Holders OK For Merger On August 22
*DJ New Entity May Seek Seek Strategic Partner To Develop Hypermart Business
*DJ Matahari Plans To Seek Holders OK For Merger On August 22
*DJ Matahari Putra Plans To Merge With Meadow Indonesia - Lippo Group Chairman


Bloomberg: United Tractors’ Unit Acquires 20% Stake in Bukit Enim Energi

Bloomberg: FKS Multi Gains to Four-Year High as Cattle Export Ban Lifted

2012, Tambahan Jam Perdagangan Saham Diberlakukan
http://pasarmodal.inilah.com/read/detail/1677262/2012-tambahan-jam-perdagangan-saham-diberlakukan

Bank Permata Batalkan Niat Akuisisi Bank Muamalat 
http://finance.detik.com/read/2011/07/07/132526/1676593/5/bank-permata-batalkan-niat-akuisisi-bank-muamalat

Investor Asing Borong Saham Indomobil Rp 1,2 Triliun 
http://finance.detik.com/read/2011/07/07/124305/1676550/6/investor-asing-borong-saham-indomobil-rp-12-triliun

Lepas kepemilikan di Jakarta Setiabudi, saham PNBN melejit 2,3%
http://investasi.kontan.co.id/v2/read/1310021444/72227/Lepas-kepemilikan-di-JSPT-saham-PNBN-reli-tertajam-dalam-empat-pekan


1st session on JCI 07.07.11
@ 3,937.028 (+28.072pts) (+0.718%)
H: 3,944.579 ; L: 3,908.572
Value: 4.71 T (NG 2.97 T )
Volume: 2.01 B (NG 453 M )
Foreign Nett Buy: 1.80 T

5 most active stocks by value:
ASII @ 65,200 (+0.15%)
BMRI @ 7,350 (+1.38%)
UNTR @ 25,450 (+3.25%)
BBRI @ 6,700 (+1.52%)
BUMI @ 2,975 (-0.83%)

5 most active stocks by volume:
KIJA @ 157 (+1.95%)
ADMG @ 720 (+7.46%)
TRAM @ 610 (+1.67%)
SIPD @ 68 (-1.45%)
BHIT @ 230 (0.00%)

5 most up:
PSDN @ 315 (+23.53%)
IIKP @ 640 (+23.08%)
MLIA @ 495 (+22.22%)
FISH @ 2,350 (+14.63%)
GTBO @ 154 (+13.24%)

5 most down:
MFMI @ 285 (-9.52%)
APIC @ 109 (-7.63%)
KDSI @ 230 (-6.12%)
LCGP @ 57 (-5.00%)
JECC @ 500 (-3.85%)

5 Leading Movers:
UNTR @ 25,450 (+3.49%)
GGRM @ 49,350 (+2.92%)
BBRI @ 6,700 (+2.85%)
BMRI @ 7,350 (+2.70%)
CPIN @ 2,350 (+1.44%)

5 Lagging Movers:
BBCA @ 7,750 (-1.43%)
BNII @ 560 (-0.65%)
BUMI @ 2,975 (-0.60%)
ANTM @ 2,100 (-0.55%)
KLBF @ 3,600 (-0.29%)
Rgds, Nadya Isnaeni Data administrator Research Dept BNI Securities


Menu Sesi II: Sektor Bank, Batubara dan Grup Astra. Net buy asing Rp 1.8 triliun
http://pasarmodal.inilah.com/read/detail/1676932/menu-sesi-ii-sektor-bank-batubara-dan-grup-astra

Saham Konsumer Melesat, IHSG Naik 28 Poin 
http://finance.detik.com/read/2011/07/07/120622/1676523/6/saham-konsumer-melesat-ihsg-naik-28-poin

Sektor perdagangan pimpin IHSG naik 1,85% di sesi pagi
http://investasi.kontan.co.id/v2/read/1310015764/72217/Sektor-perdagangan-pimpin-IHSG-naik-185-di-sesi-pagi

Indonesia Stocks: Bank Panin, Sampoerna Agro, United Tractors
http://www.bloomberg.com/news/2011-07-07/indonesia-stocks-bank-panin-sampoerna-agro-united-tractors.html

Mitra, Wahana, Panin, United Tractors: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-07-07/mitra-wahana-panin-united-tractors-indonesia-equity-preview.html

Bahana Beacon: Spotlight - Wijaya Karya - Expanding mode (WIKA-BUY-IDR670-TP:830)

GJTL: Asset MAnagement Jepang sudah masuk ke GJTL melalui JP Morgan hari ini. Mereka menargetkan saham ini berada di posisi Rp3,700 akhir bulan ini. (disc on)

CHINA PHARMACEUTICAL GROUP (1093; HK) is talking with PT Pyridam International Corp. To Buy Up to 28% Stake In Pyfa. The china company is bidding at 2.1X book value or equal with IDR321.2. (disc on) 


Bloomberg: Rupiah, Bonds Gain as Global Funds Bolster Indonesian Holdings

Adaro Dapat Guyuran Pinjaman US$750 Juta
http://pasarmodal.inilah.com/read/detail/1676392/adaro-dapat-guyuran-pinjaman-us750-juta

Bloomberg: United Rises to at Least 19-Year High on Stake Purchase Report


Trades of the Day...
Fundamentally:
CIMB mempertahankan rating OVERWEIGHT untuk banking sector dengan top pick pada BMRI, BBKP, BBTN masing-masing dengan target harga Rp 9300, 1200, 2800. Ditengah apresiasi Rupiah, external debt/GDP terus merosot ke 27.4% pada 1Q11 dari 28.3% pada 2010 dan 36% di 2006. External debt dari private sector lebih banyak yang mature pada short term daripada pemerintah. Sepertinya domestic bank masih menjadi pilihan untuk berhutang dan mengurangi resiko terulangnya 1997.

Bloomberg: Pertamina Plans to Buy 51% Stake in Mahakam Block, Kontan Says

Bloomberg: Bank Panin Sells 15% Stake in Jakarta Setiabudi, Daily Reports

BLOOMBERG: *INDONESIA 2011 GROWTH FORECAST RAISED TO 6.5% FROM 6.4% BY HSBC

BLOOMBERG: *FITCH REVISES PROCESS OF ASSIGNING NATL RATINGS IN INDONESIA

Bloomberg: Bank Internasional Acquires 12% Stake of Wahana, Daily Reports

Bloomberg: United Tractors Acquires 20% Stake of Bukit Enim, Daily Reports

Bloomberg: Coal Worst Quarter of 2011 Looms on China, Japan: Energy Markets

Inilah Menu Saham Hari Ini

IHSG diprediksi terkoreksi

Rekomendasi Saham
IHSG Masih Bergerak Fluktuatif 

ASII Masih Koreksi, Saat Tepat Akumulasi

RUMOR PASAR
INILAH.COM, Jakarta - Rumor positif menerpa PT Tunas Baru Lampung Tbk (TBLA). Sekitar 20% sahamnya dikabarkan akan dibeli pengusaha ternama Prajogo Pangestu. Rumor ini ramai dibicarakan sebagian pelaku pasar. Selain itu, Prajogo Pangestu melalui unit usahanya, dikabarkan juga akan membeli saham TBLA di pasar. Pada penutupan perdagangan kemarin (6/7), saham TBLA ditutup naik Rp70 ke Rp660.

SDPC Jadi Target Akuisisi
SAHAM PT Millennium Pharmacon International Tbk (SDPC) berpeluang tembus level Rp 100-200 dalam jangka pendek. Saat ini berembus kabar SDPC jadi target akuisisi perusahaan farmasi ternama yang juga tercatat di BEI. Selain itu, dikabarkan SDPC akan membangun pabrik obat, sehingga kinerja bakal terkerek. Selasa (5/7), saham SDPC turun Rp 1 (-1,3%) ke level Rp 72.

Setelah Yunani, Giliran Portugal Gerus Rupiah

Indosurya: Jika pasar mendukung, buy on weakness HRUM, GJTL, dan INTP

WIKA Raih Kontrak Rp5,8 Triliun

Pendapatan Multi Indocitra diprediksi naik 15%

Stok turun untuk pekan kelima, harga minyak berhasil reli

Wednesday, July 6, 2011

Jangan Lewatkan!!! Kesempatan Hanya Sekali di 2011 - 2 Hari Terakhir Early Bird Workshop CTA

 Ingin membuat analisa Technical Analysis yang Simple & Powerful sehingga menghasilkan Return Trading Saham yang anda inginkan & bisa berhemat untuk mengikuti Workshop CTA pertama di Indonesia.
Meski IHSG terkoreksi; CTA HITSAHAM bisa Outperform Kinerja IHSG & saham Blue Chip. 

Track Records:
HOLD BUY 23 saham 2 liners (target ada di artikel sebelumnya 23/24 Juni): SIPD/RUIS/CMNP/EKAD/JPRS/LCGP/INTA/MASA/DOID/CFIN/JTPE/CNKO/IPOL/MICE/GREN/BJBR/BORN/CMNP-DOID (01-07)/GJTL-CPIN-BUMI (05-07). @ADMG buy breakout 620 target 670 (tercapai sesi 2 06/07)/780/850 selama diatas 450/460
===
(16-23 Juni)
 PYFA (72%: 3 Posisi) + EKAD (5%) + CLPI (7.2%) + INDS (12.6%) + BIPI (14.28%) + ALMI (3.12%) + JTPE (10.27%) + KAEF (21.5%) + SSIA (3.03%) + TURI (12.72%) = Total +161.72% hanya dalam 1 pekan.
 ===
Ikuti
 Workshop New Style of Combo T.A Saham: Basic & Intermediate " 9 Simple & Powerful Methods For Trading Like A Pro*" di bulan Juli, hanya membayar Rp 1.500.000 (Early Bird sebelum 1 Juli 2011) dari Rp 2.500.000 (Perubahan bobot Training Basic 10% & 90% Intermediate).
Level Advanced tetap Rp 5.000.000 akan dibuka di bulan September/Oktober 2011 

*** 2 hari lagi untuk EARLY BIRD  (Disc 40%; 8 Juli) *** 

The 10 Traders Who Have Influenced Me the Most

We’ve all experienced the effect of a mentor, whether it is a teacher, coach, or colleague. These are the 10 top traders that have played the biggest role in my trading, both as an inspiration and through their teachings.

1. Peter Reznicek - ShadowTrader
At last we come to the trader who has influenced me the most, his name is Peter Reznicek. I chose Peter as #1 because he introduced me to market internals what really is going on “under the hood” of the market. Peter puts out a weekly video and comments daily on a Squawk box on the Thinkorswim platform. There is also a phenomenal audio series he put together that I have listened to over and over again, ingraining the concepts into my subconscious.
Primarily Traders – Futures, Stocks, Options
Specialty - Market Internals


Etc....
Read More: http://www.traderslaboratory.com/forums/trading-articles/10235-10-traders-who-have-influenced-me.html?utm_content=a_zakarias%40yahoo.com&utm_source=VerticalResponse&utm_medium=Email&utm_term=Continue%20Reading...&utm_campaign=The%2010%20Traders%20Who%20Have%20Influenced%20Me%20the%20Mostcontent

Laporan & Rumor Saham Indonesia 06-07 (Refresh)

2nd session on JCI 06.07.11
@ 3,908.956 (-15.171pts) (-0.387%)
H: 3,933.021 ; L: 3,890.550
Value: 3.71 T (NG 500 B )
Volume: 4.01 B (NG 462 M )
Foreign Nett Sell: 14 B

5 most active stocks by value:
ASII @ 65,100 (+1.81%)
BBRI @ 6,600 (-1.49%)
ADRO @ 2,525 (+1.00%)
KLBF @ 3,625 (0.00%)
SMGR @ 9,750 (+0.52%)

5 most active stocks by volume:
KIJA @ 154 (+3.36%)
SIPD @ 69 (+2.99%)
BKSL @ 128 (-4.48%)
ADMG @ 670 (+11.67%)
LCGP @ 60 (0.00%)

5 most up:
PSDN @ 255 (+24.39%)
TBLA @ 660 (+11.86%)
ADMG @ 670 (+11.67%)
MICE @ 710 (+9.23%)
KDSI @ 245 (+8.89%)

5 most down:
BABP @ 90 (-24.37%)
IIKP @ 520 (-20.00%)
CENT @ 110 (-15.38%)
APIC @ 118 (-10.61%)
GTBO @ 136 (-9.33%)

5 Leading Movers:
CPIN @ 2,275 (+2.88%)
BMRI @ 7,250 (+1.35%)
JPFA @ 5,050 (+0.96%)
ADRO @ 2,525 (+0.93%)
BYAN @ 23,750 (+0.77%)

5 Lagging Movers:
ASII @ 65,100 (-5.68%)
BBRI @ 6,600 (-2.85%)
GGRM @ 48,050 (-1.80%)
BBNI @ 3,800 (-1.62%)
BBCA @ 7,800 (-1.43%)
Rgds, Nadya IsnaeniData administrator Research Dept BNI Securities


Aneka Industri Pimpin Koreksi IHSG Nyaris 3.900
http://pasarmodal.inilah.com/read/detail/1674772/aneka-industri-pimpin-koreksi-ihsg-nyaris-3900

Aksi Beli Jelang Penutupan Tahan IHSG di Level 3.900 
http://finance.detik.com/read/2011/07/06/161107/1675991/6/aksi-beli-jelang-penutupan-tahan-ihsg-di-level-3900

Pefindo Tetapkan Peringkat BTEL Jadi 'BBB+'
http://pasarmodal.inilah.com/read/detail/1673672/pefindo-tetapkan-peringkat-btel-jadi-bbb


Penguatan Rupiah Tunggu Arah Pergerakan IHSG
http://pasarmodal.inilah.com/read/detail/1673642/penguatan-rupiah-tunggu-arah-pergerakan-ihsg




Pelita Sejahtera Akuisisi 99% Minna Padi Resort
http://pasarmodal.inilah.com/read/detail/1674102/pelita-sejahtera-akuisisi-99-minna-padi-resort

BBRI, APLN, dan ANTM bergerak tidak wajar hari ini
http://investasi.kontan.co.id/v2/read/1309946398/72138/BBRI-APLN-dan-ANTM-bergerak-tidak-wajar-hari-ini

Anak usaha Adaro peroleh fasilitas pinjaman US$ 750 juta
http://investasi.kontan.co.id/v2/read/1309964803/72164/Anak-usaha-Adaro-peroleh-fasilitas-pinjaman-US-750-juta

TURI berharap pertumbuhan penjualan tahun ini mencapai 20%
http://investasi.kontan.co.id/v2/read/1309964588/72163/TURI-berharap-pertumbuhan-penjualan-tahun-ini-mencapai-20

MIRA negoisasi Northem terkait pembayaran piutang penjualan Apexindo
http://investasi.kontan.co.id/v2/read/1309954477/72155/MIRA-negoisasi-Northem-terkait-pembayaran-piutang-penjualan-Apexindo

Re-audit laporan keuangan per Juni 2011, MIRA ingin suspen dicabut
http://investasi.kontan.co.id/v2/read/1309952831/72154/Re-audit-laporan-keuangan-per-Juni-2011-MIRA-ingin-suspen-dicabut 


Agenda 06 Juli  Rups Trub, turi, cum dev jsmr 105,6888, Antm 70,71,  cum dev lmsh 50, cum dev lion 200, SSIA STOCK SPLIT, RASIO 4:1

Standard Chartered May Be Named Advisor For RUIS 30% Stake Sale At IDR425-IDR450/Share

Bank Mandiri Guyurkan Pinjaman Rp60,3 M untuk WEHA
http://pasarmodal.inilah.com/read/detail/1674442/bank-mandiri-guyurkan-pinjaman-rp603-m-untuk-weha

Saham Tambang Tawarkan Harapan
http://pasarmodal.inilah.com/read/detail/1674162/saham-tambang-tawarkan-harapan

Indo Infrastructure alihkan saham TRUB ke Credit Suisse
http://investasi.kontan.co.id/v2/read/1309937078/72114/Indo-Infrastructure-alihkan-saham-TRUB-ke-Credit-Suisse

Saham BBCA terhempas seiring aksi jual investor asing
http://investasi.kontan.co.id/v2/read/1309939467/72122/Saham-BBCA-terhempas-seiring-aksi-jual-investor-asing

Nomura Beli Saham Jakarta Setiabudi Rp 138 Miliar 
http://finance.detik.com/read/2011/07/06/143603/1675903/6/nomura-beli-saham-jakarta-setiabudi-rp-138-miliar


0703 GMT  [Dow Jones] STOCK CALL: HSBC upgrades Indofood Agri Resources (5JS.SG) to Neutral from Underweight and cuts its target price to S$1.79 from S$2.04 on lower EPS/higher capex estimates.

Bloomberg: HSBC Says Stay With China; Upgrades Singapore, Australia

Indonesia Stock Movers: Agung Podomoro, Aneka Tambang, Medco
http://www.bloomberg.com/news/2011-07-06/indonesia-stock-movers-agung-podomoro-aneka-tambang-medco.html

Indonesia Raises 2012 GDP Growth Forecast to as Much as 7%
http://www.bloomberg.com/news/2011-07-05/indonesia-raises-2012-gdp-growth-forecast-to-as-much-as-7-1-.html

DBS’s Wee Forecasts Rupiah to Rise 2.8 Percent by December
http://www.bloomberg.com/news/2011-07-06/dbs-s-wee-forecasts-rupiah-to-rise-2-8-percent-by-december.html 


Rumours : AKRA : Shell akan ambilalih 32% saham Arthakencana Rayatama; kalau rencana ini benar dan terealisasi, AKRA bisa 3500-4000; disclaimer ON

July 6, 2011 -- Standard & Poor's Ratings Services said today that it had placed its 'B' long-term corporate credit rating on Indonesia-based tire manufacturer PT Gajah Tunggal Tbk. on CreditWatch with negative implications. We also placed our 'B' issue rating on the company's senior secured notes on CreditWatch with negative implications.

Rumor: Salah satu Asset Management Negeri sakura melalui Nomura membeli saham GJTL sebesar 30% alokasi portfolio untuk Indonesia. Kabarnya GJTL akan mencapai level 3700 akhir Juli ini.


BI Diperkirakan Jaga Rupiah di Level Rp8.500/US$
http://pasarmodal.inilah.com/read/detail/1673862/bi-diperkirakan-jaga-rupiah-di-level-rp8500us

Pelita Sejahtera Akuisisi 99% Minna Padi Resort
http://pasarmodal.inilah.com/read/detail/1674102/pelita-sejahtera-akuisisi-99-minna-padi-resort

Asing Bertahan, IHSG Sesi I hanya Turun 0,1%
http://pasarmodal.inilah.com/read/detail/1673732/asing-bertahan-ihsg-sesi-i-hanya-turun-01

Pelita Sejahtera Akuisisi 99% Minna Padi Resort
http://pasarmodal.inilah.com/read/detail/1674102/pelita-sejahtera-akuisisi-99-minna-padi-resort

Semester I, Pembiayaan FIF Capai Rp9,1 Triliun
http://economy.okezone.com/read/2011/07/06/320/476588/semester-i-pembiayaan-fif-capai-rp9-1-triliun 


1st session on JCI 06.07.11
@ 3,919.941 (-4.186pts) (-0.107%)
H: 3,933.021 ; L: 3,906.219
Value: 1.74 T (NG 250 B )
Volume: 2.03 B (NG 138 M )
Foreign Nett Buy: 107 B

5 most active stocks by value:
ADRO @ 2,600 (+4.00%)
KLBF @ 3,625 (0.00%)
JPFA @ 5,100 (+9.68%)
BUMI @ 2,975 (0.00%)
CPIN @ 2,300 (+8.24%)

5 most active stocks by volume:
KIJA @ 159 (+6.71%)
SIPD @ 71 (+5.97%)
COWL @ 141 (-5.37%)
TRAM @ 610 (0.00%)
TBLA @ 650 (+10.17%)

5 most up:
PSDN @ 255 (+24.39%)
TBLA @ 650 (+10.17%)
JPFA @ 5,100 (+9.68%)
KDSI @ 245 (+8.89%)
ROTI @ 3,100 (+8.77%)

5 most down:
CENT @ 110 (-15.38%)
AHAP @ 180 (-7.69%)
APIC @ 123 (-6.82%)
COWL @ 141 (-5.37%)
EKAD @ 530 (-5.36%)

5 Leading Movers:
ADRO @ 2,600 (+3.74%)
CPIN @ 2,300 (+3.36%)
BMRI @ 7,250 (+1.35%)
JPFA @ 5,100 (+1.09%)
UNVR @ 14,900 (+0.89%)

5 Lagging Movers:
BBCA @ 7,650 (-5.70%)
BBRI @ 6,600 (-2.85%)
ASII @ 65,750 (-2.60%)
GGRM @ 47,800 (-2.36%)
BBNI @ 3,800 (-1.6e%)
Rgds, Nadya Isnaeni Data administrator Research Dept BNI Securities

Bloomberg: HSBC Says MSCI Asia Ex-Japan Index to Rise 11% by Year-End

Bloomberg: BPD Nusa Tenggara Timur Sells IDR 135 Bln 11.5% 7-Yr Bond

Bergerak Fluktuatif, IHSG Menipis 4 Poin 
http://finance.detik.com/read/2011/07/06/120413/1675716/6/bergerak-fluktuatif-ihsg-menipis-4-poin

Ini dia tiga saham bluechips yang menghambat langkah indeks
http://investasi.kontan.co.id/v2/read/1309929453/72103/Ini-dia-tiga-saham-bluechips-yang-menghambat-langkah-indeks

Saham-saham berbasis CPO tergerus di sesi I
http://investasi.kontan.co.id/v2/read/1309926311/72094/Saham-saham-berbasis-CPO-tergerus-di-sesi-I

Sesi Dua, Cermati Saham Komoditas & Infrastruktur
http://pasarmodal.inilah.com/read/detail/1673552/sesi-dua-cermati-saham-komoditas-infrastruktur

Anak Usaha Astra Dapat Restu Menteri Hukum dan HAM 
http://finance.detik.com/read/2011/07/06/104337/1675633/6/anak-usaha-astra-dapat-restu-menteri-hukum-dan-ham

Pefindo Tetapkan Peringkat BTEL Jadi 'BBB+'
http://pasarmodal.inilah.com/read/detail/1673672/pefindo-tetapkan-peringkat-btel-jadi-bbb

Penguatan Rupiah Tunggu Arah Pergerakan IHSG
http://pasarmodal.inilah.com/read/detail/1673642/penguatan-rupiah-tunggu-arah-pergerakan-ihsg

IIG Alihkan 0,1% Saham TRUB ke Credit Suisse
http://pasarmodal.inilah.com/read/detail/1673562/iig-alihkan-01-saham-trub-ke-credit-suisse

Anak Usaha MEDC akan Garap PTLG Batam
http://pasarmodal.inilah.com/read/detail/1673372/anak-usaha-medc-akan-garap-ptlg-batam

Tambah Armada, White Horse Dapat Utang Rp 60 Miliar 
http://finance.detik.com/read/2011/07/06/102016/1675605/6/tambah-armada-white-horse-dapat-utang-rp-60-miliar


Bloomberg: DBS’s Wee Forecasts Rupiah to Rise 2.8 Percent by December

Agung Podomoro, Benakat, Medco Energi: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-07-06/agung-podomoro-benakat-medco-energi-indonesia-equity-preview.html

TBLA:  550-900. It is now still trading at a historical LOW p/e ratio of only 5.6X 2011 prospective earnings, far below the industrial average p/e ratio of 15X. 2011 net profit could rise to IDR500 billion, or up more than 100% from IDR247 billion at the end of 2010. My 12-month target at a discounted model of 11X average p/e ratio is at IDR1,733. Short term target is at IDR900. It is a buy at any levels for mid- and long term investment.

KAEF: 270-400. First half net profit may rise by 84% to IDR46 billion from IDR25 billion a year earlier due to higher sales and lower cost of sales, thank to the stronger rupiah which helps reduce its cost of imported raw materials. It is now trading at a p/e ratio of only 11.8X its 2011 prospective earnings, far below the industrial p/e average of 15X. At that average KAEF should be fairly valued at IDR270/share. Best buy is at any levels below IDR275.

POLY: 390-550. PT Asia Pacific Fibers announced earnings results for the first quarter of 2011. The profit recorded by the company totaling IDR 410.7 billion or an increase of 80.74%. If performance persists, 2011 full year net profit may rise by 379% to IDR1.6 trillion ( EPS: IDR672) due to higher sales which is expected to increase by 30% to exceed IDR5 trillion from IDR4.46 trillion a year earlier. It is now trading at P/E ratio of only 0.58X 2011 earnings. TP: IDR1,200 


Produk HSM Karakatau Steel akan Angkat Penjualan
http://pasarmodal.inilah.com/read/detail/1672942/produk-hsm-karakatau-steel-akan-angkat-penjualan


Bloomberg: Medco Gains Most in Two Weeks as Unit Wins Power Plant Tender

BLOOMBERG: *S&P PLACES PT GAJAH TUNGGAL 'B' RATING ON WATCH NEGATIVE

Awas, Hari Ini IHSG Rawan Koreksi!
http://pasarmodal.inilah.com/read/detail/1672912/awas-hari-ini-ihsg-rawan-koreksi

Lautan Luas Tambah Modal Setor di Anak Usaha
http://pasarmodal.inilah.com/read/detail/1672972/lautan-luas-tambah-modal-setor-di-anak-usaha

BLOOMBERG: *MEDCO UNIT WINS TENDER FOR 179 BLN RUPIAH POWER PLANT PROJECT. *MEDCO POWER, PARTNERS TO BUILD GAS-FIRED POWER PLANT IN BATAM

Bloomberg: United Tractors Favored by Credit Suisse; BNP More Cautious

Bloomberg: Agung Podomoro May Sell 800 Bln Rupiah of Bonds, Bisnis Reports

Inilah Rekomendasi Saham Pilihan Rabu (6/7)

Rekomendasi Saham
IHSG Masih Diterpa Ambil Untung

Rekomendasi: Saham apa yang menarik hari ini?

RUMOR PASAR
INILAH.COM, Jakarta - PT Astra Agro Lestari Tbk (AALI) sebagai emiten CPO akan diuntungkan menjelang aktifitas puasa dan lebaran tahun ini. Saat ini perseroan melakukan penjualan didominasi pasar lokal hingga 91% dari ttal produk yang dihasilkan setiap tahun. Pada bulan Mei lalu, perseroan memproduksi 485.889 ton CPO. Pada perdagangan kemarin saham perseroan turun Rp50 ke Rp23.350 dengan volume 688 saham senilai Rp7,9 miliar sebanyak 219 kali transaksi.

INILAH.COM, Jakarta - PT Millennium Pharmacon International Tbk (SDPC) dikabarkan sedang didekati perusahaan farmasi besar yang akan mengakuisisi saham perseroan. Saham SDPC diperkirakan akan dapat menembus level 100-200 dalam jangka pendek. Perseroan juga rencananya akan membangun pabrik obat untuk meningkatkan kinerja tahun ini. Pada perdagangan kemarin saham SDPC ditutup turun Rp1 ke Rp72 dengan volume 30 saham senilai Rp1,08 juta sebanyak 3 kali transaksi.

INILAH.COM, Jakarta - PT Mutika Ratu Tbk (MRAT) dikabarkan sedang didekati perusahaan kosmetik, Oriflame. Perusahaan asal dunia asal Swedia ini disebut-sebut akan membeli hak paten produk Mustika Ratu untuk dipasarkan di Eropa. Sebaliknya MRAT akan melakukan distribusi produk Oriflame di Indonesia dan juga Asia. Saham MRAT pada perdagangan kemarin tutup menguat Rp10 ke Rp540 dengan volume perdagangan 4.834 saham senilai Rp1,3 miliar sebanyak 303 kali transaksi.

Jangan Main-main Dulu di Saham BUMI!

WEHA Raih Kredit Rp60,3 Miliar dari Mandiri

AUTO Dirikan Anak Usaha Baru

Bahaya! Jika IHSG Turun ke Bawah 3.850

PTPP Miliki Sisa Dana IPO Senilai Rp328,8 M

Sektor Perbankan Picu Bursa Asia Tidak Bergairah

AISA mengoperasikan pabrik beras di Cikarang sejak Juli

Demi efisiensi, LPPF merger dengan Meadow

Panorama raih kredit Rp60,3 miliar dari Mandiri

RUPSLB Matahari tertunda

Moody’s Pangkas Peringkat Portugal 4 Tingkat

BJBR menjajaki merger 52 BPR anak usaha (BJBR, Rp1.200)
Bank Pembangunan Daerah Jawa Barat dan Banten tengah menjajaki penggabungan usaha atau merger 52 bank perkreditan rakyat (BPR) anak usaha. Upaya ini dilakukan untuk menyehatkan dan memperkuat posisi BPR tersebut. Kepemilikan BJBR di BPR-BPR tersebut bervariasi dengan kepemilikan maksimal 15%. Menurut manajemen BJBR, perseroan telah menyiapkan dana Rp300milyar untuk memperbesar kepemilikannya di BPR anak usaha.

APLN berencana menerbitkan obligasi Rp800milyar (APLN, Rp330)
Agung Podomoro Land berencana menerbitkan surat utang senilai Rp800milyar pada tahun ini, sebagai salah satu alternative pendanaan untuk belanja modal. Perseroan telah menunjuk Mandiri Sekuritas, Danareksa Sekuritas, Deutsche Bank dan Standard Chartered Indonesia sebagai penjamin emisi obligasi.

Trades of the Day...
Fundamentally:
CIMB mempertahankan rating OVERWEIGHT untuk coal sector karena underperformance pada 2Q11. Kami percaya untuk 3Q11 demand akan menguat mendukung ASP. Positive earnings 53% CAGR 2010-13. Meskipun volume growth melambat pada 2Q, namun akan membaik pada 3Q karena cuaca yang lebih baik. Sector ini pada 12.3x forward PER, 10% discount terhadap 3yr historical average. Top pick kami adalah HRUM, PTBA, BORN dengan target harga Rp12k, Rp26k, Rp2k. Satu-satunya neutral rating adalah untuk ADRO dengan TP Rp2600

Stocks finished mixed in choppy, low-volume trading Tuesday, with the Dow and S&P breaking a five-day winning streak, as investors largely shrugged off Moody's downgrade of Portugal's rating into junk territory and ahead of some key employment news expected later this week.

Dow.      12569.87.  -12.90  -0.10%
Nasdaq.  2825.77. +9.74.  +0.35%
S&P 500. 1337.88.  -1.79.    -0.13%
FTSE.      6024.03. +6.49.  +0.11%
Dax.        7439.44.  -3.52.    -0.05%
CAC40.    3978.83.  -24.28.  -0.61%.  Oil.            96.97.  +2.00.    +2.10%
Gold.      1512.700.+30.100.+2.03%
Rupiah.  8540               
Euro.      1.4422     

TLKM.  33.98. -0.47.  -1.36% Rp7254
ISAT.    29.91.+0.00.  +0.00.  Rp5109
BumiPLC 1131.00. -9.00.    -0.79%
EIDO.  32.32.        -0.44.    -1.34%

Timah.      26445. +845.  +3.30%   
Nickel.      23300. +180.  +0.78%

CPOSep3040RM-10RM-0.33%$1008
Corn.        612.500. +15.750+2.64%
SoybeanOil.56.210.  -0.090.  -0.16%
Wheat.      635.500. +23.250+3.80%

3 Days Left To Get Early Bird Workshop 9 Methods of T.A Saham

Workshop 9 Methods of T.A Saham (Level Basic-Intermediate) on 16-17 July.  Ahead of Workshop 8 Methods of T.A Saham (Advanced Level) in September/Oktober 2011. 

Tuesday, July 5, 2011

Week-long Rally Shows Bull Market Still Has Some Kick Left

US. stocks ripped higher every day of the past week following positive news on U.S. manufacturing, Greek sovereign debt and an absolutely epic amount of short-covering. The past week's rally has shown at least that the spirit of the bull market still lives. It rarely pays to be bearish for more than a few weeks at a time, and even then only very selectively. So long-term investors need to keep their eyes on the on the horizon until sellers can prove their moxie.


What’s better: Gold at $5000, or gold at $1000?
Seems like an easy question for most of us – a $5000 spot price translates into 3x to 9x returns. But the future is always uncertain. Nobody knows tomorrow. So wouldn’t it be great to invest in gold and profit from a run-up, and profit also in a run-down? Not doing some risky option, but a solid stock. That’s precisely what we’ve uncovered. See how right here.

Laporan & Rumor Saham Indonesia 05-07 (Refresh)

JPFA Gabungkan Dua Anak Usaha
http://pasarmodal.inilah.com/read/detail/1671732/jpfa-gabungkan-dua-anak-usaha

BEI akan Panggil Manajemen MIRA
http://pasarmodal.inilah.com/read/detail/1671322/bei-akan-panggil-manajemen-mira

Inilah Daftar 'Top Foreign Buy' Selasa (5/7)
http://pasarmodal.inilah.com/read/detail/1670972/inilah-daftar-top-foreign-buy-selasa-57

Lelang SUN oversubcribed hampir lima kali
http://investasi.kontan.co.id/v2/read/1309868078/72036/Lelang-SUN-oversubcribed-hampir-lima-kali

Medco Menang Tender PLTG Batam Rp 179 Miliar 
http://finance.detik.com/read/2011/07/05/194029/1675345/1034/medco-menang-tender-pltg-batam-rp-179-miliar?f9911023


Bloomberg: Indonesia’s April Palm Oil Exports Gain to 1.69 Million Tons

BLOOMBERG: *VALE SAYS INDONESIA, AFRICA FOCUS FOR POTENTIAL ACQUISITIONS


2nd session on JCI 05.07.11
@ 3,924.127 (-29.390pts) (-0.743%)
H: 3,958.118 ; L: 3,905.726
Value: 6.49 T (NG 3.17 T )
Volume: 759 M (NG 1.29 B )
Foreign Nett Buy: 80 B

5 most active stocks by value:
KLBF @ 3,625 (+1.40%)
BUMI @ 2,975 (0.00%)
ASII @ 66,300 (-3.21%)
BBRI @ 6,700 (-2.90%)
BMRI @ 7,200 (0.00%)

5 most active stocks by volume:
KIJA @ 149 (+10.37%)
BNBR @ 67 (+1.52%)
BKSL @ 134 (0.00%)
ENRG @ 205 (0.00%)
COWL @ 149 (+7.97%)

5 most up:
MFIN @ 960 (+15.66%)
PEGE @ 275 (+14.58%)
GTBO @ 150 (+13.64%)
PTSN @ 92 (+12.20%)
TFCO @ 660 (+11.86%)

5 most down:
APIC @ 132 (-29.03%)
LMSH @ 5,250 (-9.48%)
LPPS @ 138 (-8.00%)
JECC @ 500 (-7.41%)
RAJA @ 630 (-5.97%)

5 Leading Movers:
CPIN @ 2,125 (+1.92%)
TSPC @ 2,450 (+1.31%)
KLBF @ 3,625 (+0.59%)
EXCL @ 6,000 (+0.49%)
HEXA @ 7,700 (+0.44%)

5 Lagging Movers:
ASII @ 66,300 (-10.4%)
BBRI @ 6,700 (-5.71%)
INDF @ 5,800 (-2.05%)
UNVR @ 14,800 (-1.78%)
BBCA @ 7,850 (-1.43%)
Rgds, Nadya Isnaeni Data administrator Research Dept BNI Securities


Terpangkas 29 Poin, IHSG Bertahan di Level 3.900 
http://finance.detik.com/read/2011/07/05/160611/1675099/6/terpangkas-29-poin-ihsg-bertahan-di-level-3900

Aksi Profit Taking Merahkan IHSG. Net foreign buy Rp80 miliar
http://pasarmodal.inilah.com/read/detail/1670702/aksi-profit-taking-merahkan-ihsg

Saham BBRI Teraktif Diperdagangkan Selasa (5/7)
http://pasarmodal.inilah.com/read/detail/1670742/saham-bbri-teraktif-diperdagangkan-selasa-57

Atlas Energy Lepas 17 Saham Lewat IPO 
http://finance.detik.com/read/2011/07/05/162034/1675113/6/atlas-energy-lepas-17-saham-lewat-ipo


BUMI belum dapatkan pembeli potensial untuk konversi obligasi
http://investasi.kontan.co.id/v2/read/1309850206/71998/BUMI-belum-dapatkan-pembeli-potensial-untuk-konversi-obligasi

Bangun Ciputra World II tahap pertama, CTRP siapkan investasi Rp 1,1 triliun
http://investasi.kontan.co.id/v2/read/1309845668/71985/Bangun-Ciputra-World-II-tahap-pertama-CTRP-siapkan-investasi-Rp-11-triliun

Produksi Minyak ENRG Naik 1.924 Barel
http://pasarmodal.inilah.com/read/detail/1670012/produksi-minyak-enrg-naik-1924-barel
 

05 Juli  Cum dev MDRN 10, cum dev mapi 20, cum dev bsde 6, cum dev mbto 10,  cum right issue lpps 3:4 (140), cum dev KKGI 50, cum  Reverse stock lpps 2:1, DJ Indonesia Aims To Raise IDR7 Tln Via Bond Auction

Koreksi di Saham Unggulan Bikin IHSG Menciut 12 Poin 
http://finance.detik.com/read/2011/07/05/120622/1674766/6/koreksi-di-saham-unggulan-bikin-ihsg-menciut-12-poin

Jakarta - PT Matahari Department Store Tbk (LPPF), perusahaan yang dulunya bernama PT Pacific Utama Tbk, berniat merger dengan PT Meadow Indonesia (MI). Rencana ini akan dibawa ke rapat umum pemegang saham (RUPS) keduanya pada 22 Agustus 2011 untuk dimintai persetujuan. Seperti dikutip dari keterangan tertulis perseroan, Selasa (5/7/2011), jumlah dari penurunan kepemilikan saham (dilusi) yang dimiliki oleh setiap pemegang saham Matahari akibat penggabungan ini adalah maksimum sebesar 4,28%.

Sesi Dua : BOW Saham Lapis Dua
http://pasarmodal.inilah.com/read/detail/1669202/sesi-dua-bow-saham-lapis-dua

Keseringan Subsidi, RI Sulit Dapat 'Investment Grade' 
http://finance.detik.com/read/2011/07/05/114126/1674731/4/keseringan-subsidi-ri-sulit-dapat-investment-grade


BLOOMBERG: *ASTRA DROPS MOST IN SIX WEEKS AS FOUR-DAY RALLY SEEN EXCESSIVE

Jajaran direksi diganti, saham IDKM berlari lincah
http://investasi.kontan.co.id/v2/read/1309840829/71975/Jajaran-direksi-diganti-saham-IDKM-berlari-lincah

Dapat pinjaman Rp 1,5 triliun, saham CTRP melonjak 1,18%
http://investasi.kontan.co.id/v2/read/1309840534/71974/Dapat-pinjaman-Rp-15-triliun-saham-CTRP-melonjak-118


5 Top Net Buy asing hari ini : TLKM, ADRO, KLBF, BMRI, BBRI. 5 Top Net Sell asing : BDMN, UNTR, BORN, INDF, CFIN

CMNP.JK : Rajawali Corporation plans to buy shares in PT Citra Marga Nusphala Tbk (CMNP) became the majority in order to strengthen the company in this line of business infrastructure.

JAKARTA. PT Ciputra Property Tbk (CTRP) sudah memasuki tahap akhir negosiasi untuk memperoleh pinjaman senilai Rp 1,5 triliun - Rp 1,7 triliun. Pinjaman tersebut akan digunakan untuk penyelesaian proyek Ciputra World I di kawasan Kuningan, Jakarta Selatan.


Asing lepas kepemilikan, saham ASII terjungkal hebat
http://investasi.kontan.co.id/v2/read/1309839101/71971/Asing-lepas-kepemilikan-saham-ASII-terjungkal-hebat

Berencana mengoperasikan pabrik di Jatim, saham JTPE melonjak tinggi
http://investasi.kontan.co.id/v2/read/1309836208/71961/Berencana-mengoperasikan-pabrik-di-Jatim-saham-JTPE-melonjak-tinggi

BEI Suspen Perdagangan PSDN dan SAIP
http://pasarmodal.inilah.com/read/detail/1669102/bei-suspen-perdagangan-psdn-dan-saip

BLOOMBERG:  *INDONESIA RAISES 2012 GDP GROWTH TO AS MUCH AS 7%: LAWMAKER. *INDONESIA FORECASTS 2012 BUDGET DEFICIT OF UP TO 1.9% OF GDP. 

Bloomberg: Medco Energi International Sells USD 50 Mln 5-Year Bond

Bumi, Krakatau Steel, United Tractors: Indonesia Equity Preview

*DJ Semen Gresik Target Raised To IDR10,700 From IDR9,500 By Citi Group

Bloomberg: Jasuindo Advances to Six-Week High After Report on New Plant

Bumi Plc, London-based company, has agreed to issue 11.74 million voting ordinary shares to purchase 676.65 million shares in PT Bumi Resources Tbk (BUMI) or 3.3%. In an official statement filed to London Stock Exchange on June 30, the additional shares swap is part of a step-up transactions. Following the shares swap, Bumi Plc's shareholding in BUMI will increase to 32.1% from 28.9%. Assuming to Bumi Plc's closing price at 11.35 pound sterling on July 4, the shares swap equal to Rp2,689 per share BUMI

BPD Jawa Barat & Banten - Growing through loans TP 1500 - MACQUARIE RESEARCH

Thai-based company SCG Building Materials Company Limited aims to hold a cash offer for 550 million shares or 6.53% stake of ceramics maker PT Keramika Indonesia Asosiasi Tbk (KIAS) at Rp85 per share or Rp46.75 billion. In an official statement today, SCG Company has mandated PT CIMB Securities Indonesia to arrange the cash offer during July 5 to August 3. 

0200 GMT  [Dow Jones] Indonesia shares are likely to fall, as weakness in several regional bourses so far may prompt investors to take profit, traders say. They expect the main index to trade in a 3930-3970 range, after it ends up 0.7% Monday at a new record closing high of 3953.517. "There may be some healthy correction after recent sharp gains, but expected further foreign buying may limit losses on the main index," says a fund manager at a local asset management company. Note, foreigners were net buyers of around IDR2 trillion worth of shares in the previous seven sessions. Car maker Astra (ASII.JK) and Bank Rakyat (BBRI.JK) may lead falls on profit taking after their recent sharp gains

Rekomendasi FA/TA Harian:

Bloomberg: Krakatau Steel to Spend $120 Million to Raise Output, Daily Says

Bloomberg: United Tractors Targets 2011 Sales of 7,500 Units, Bisnis Says

Bloomberg:  Tin’s Bear Market Bottoming as Shortages Boost Profit for Timah

RUMOR PASAR
MICE Backdoor Listing
PT MULTI Indocitra Tbk (MICE ) disebut-sebut akan diakuisisi Roda Mas sebagai kendaraan backdoor listing. Roda Mas kabarnya akan beli 60,44% saham MICE milik PT Buana Graha Utama di kisaran Rp 850- 1.000. Selanjutnya, MICE akan berubah jadi Roda mas. Kabar ini ditengarai jadi faktor pendongkrak saham MICE beberapa hari terakhir. Kemarin, saham MICE naik Rp 80 (13,3%) ke level Rp 680.

Inilah Rekomendasi Saham Pilihan Selasa (5/7)

Investor Besar Bertahap Beli Saham ADRO

IHSG besok diprediksi kembali menguat

Saham Konsumer Pilihan Hari Ini

Profit Taking Bakal Gerus IHSG 

ADRO resmi masuk ke proyek PLTU Pemalang

EMTK: Pergantian direksi IDKM karena kinerja jeblok

MTFN segera memecah nilai saham dengan rasio 1:5

ASRI mendorong pendapatan berulang

MEDC tandatangani perjanjian jual-beli minyak dengan anak usaha Mitsubishi

First Media (KBLV IJ) is divesting 49% share of Link Net to CVC for Rp2.4tn. KBLV is reported to be selling 49% shares of Link Net to CVC Partners Asia Pacific for Rp2.4tn. Link Net contains the core business of KBLV, including its cable TV and internet business. Annualizing 1Q11 earnings, the deal is valued at 9.8x EBITDA.

Fundamentally:
CIMB mempertahankan rating NEUTRAL untuk Indofood CBP (ICBP) dengan target harga Rp5900 (dari Rp5800) berdasarkan metode DCF (WACC 14.4%). Kami tidak mengubah angka kami meskipun dengan net cash position yang lebih tinggi. Turunnya harga gandum dan sedikit naiknya harga tepung Bogasari membantu margin mie, yang offset oleh lambatnya volume growth karena naiknya GDP/capita dan konsumsi yang sudah tinggi. Outlook dari dairy (Indolakto) masih baik dengan pertumbuhan 5x lebih cepat dari mie, namun dihalangi oleh keterbatasan kapasitas dan short term cost pressure. Sepertinya juga ada peluang akuisisi. Kami lebih memilih INDF dari ICBP karena exposure ke bahan pokok.

US markets on holiday in the independence day.

Dow.      12582.77. Closed  Closed
Nasdaq.  2816.03. Closed.  Closed
S&P 500. 1339.67. Closed.  Closed
FTSE.      6017.54. +27.78.  +0.46%
Dax.        7442.96.  +23.52.  +0.32%
CAC40.    4003.11.  -4.24.    -0.11%.  Oil.            94.97.  +0.03.    +0.03%
Gold.      1495.500.+12.900.+0.87%
Rupiah.  8517.5.                
Euro.      1.4547        

TLKM.  34.45. Closed closed. Rp7336
ISAT.    29.91. Closed closed  Rp5095
BumiPLC 1140.00. -26.00.    -2.23%
EIDO.  32.760.      Closed.  Closed

Timah.      25600. +100.  +0.39%    
Nickel.      23120. +30.    +0.13%

CPOSep3054RM+18RM+0.59%$1017
Corn.        597.750.  Closed. Closed
SoybeanOil.56.300.  Closed. Closed
Wheat.      612.250.  Closed. Closed

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