2011 Halftime: Global Oil Market Outlook & E.W Shanghai Composite

By Frank Holmes
This year has been eventful for the oil patch. Natural disasters, revolutions, terrorist attacks and political maneuvering kept oil bouncing around $100 per barrel and 3.8 percent higher on the year at the end of June. Despite the volatility and large number of external forces affecting oil prices, the International Energy Agency (IEA) said in its most recent Oil Market Report that “the bull run evident since autumn 2010 therefore looks in large part to be justified by supply and demand fundamentals.”

Read More: http://www.econmatters.com/2011/07/2011-halftime-global-oil-market-outlook.html

An Elliott Wave Analysis of The Shanghai Composite
 

By Ramki Ramakrishnan
Elliott Wave Analysis of Shanghai SE Composite Index reveals a five wave rally that completed at 3478. That level was just about 38.2% retracement of the whole big move down from 6120 to 1655. If you examine the internal waves of the rally to 3478, you will see that the 5th wave was longer than all the other impulse waves.

Read More: http://www.econmatters.com/2011/07/elliott-wave-analysis-of-shanghai.html

Laporan & Rumor Saham Indonesia 22-07 (Refresh)

Regional Positif, IHSG Semangat Catat Rekor Baru. Net foreign buy Rp508 miliar
http://pasarmodal.inilah.com/read/detail/1726112/regional-positif-ihsg-semangat-catat-rekor-baru

Hore! Saham (Sari) ROTI Naik Rp175 ke Rp3.575
http://pasarmodal.inilah.com/read/detail/1726232/hore-saham-sari-roti-naik-rp175-ke-rp3575

Laporan keuangan semester I INDF bakal telat dirilis
http://investasi.kontan.co.id/v2/read/1311311158/73504/Laporan-keuangan-semester-I-INDF-bakal-telat-dirilis

Dikabarkan akan menerbitkan obligasi, saham ASRI diburu investor
http://investasi.kontan.co.id/v2/read/1311318356/73514/Dikabarkan-akan-menerbitkan-obligasi-saham-ASRI-diburu-investor

Melonjak 6%, investor gencar mengoleksi saham GJTL
http://investasi.kontan.co.id/v2/read/1311321796/73523/Melonjak-6-investor-gencar-mengoleksi-saham-GJTL

Hebat, rekor baru indeks tembus di atas level 4.100
http://investasi.kontan.co.id/v2/read/1311325483/73536/Hebat-rekor-baru-indeks-tembus-di-atas-level-4.100

POLY –
In The Middle Of Debt Restructuring
• The biggest player in yarn and fiber market.
• Limit on expansion fund.
• Debt restructuring plan.

Debt restructuring plan. POLY tries to restructure its secure debt as much as US$1 Bn or translate to
81% of total debts, with this scenario:
• As much as US$108 Mn will be paid in cash
• As much as US$892 Mn will be exchanged to 2 bn shares (debt equity swap)
By doing debt equity swap as much as US$892 million to 2 billion shares, the price per share is Rp4,059 or far from the current market price is Rp425. At first glance, the price is very far from current market prices and bond holders may not do the swap. But we suspect bondholders purchased the bond at a big discount from par value in secondary market, thus, POLY dares to offer with this price. herefore, Rp4,059 cannot be used as a benchmark of fair value of the stock price. Dilution as much as 46% as impact restructuring.

Currently there are constraints of the debt restructuring:
• The existence of rules of PPA is restricted to the elimination of interest
• Unable to restructure separately between the bonds held by Damiano and PPA.

But if it is realized, this restructuring scheme will be very positive for the company, because:
• Equity will be positive
• Funding can obtained from external funds and POLY production capacity can be increased
• Firm value will increase
Valuation, P/OPS’11E will be 3.0 x. Assuming debt equity swap will be realized in this year, the number of POLY’s shares will increase to 4.4 bn shares from 2.4 bn shares. By conservatively annualizing 1Q11 performance, P/OPS’11F will be 3.0x compared to its peers Tifico Fiber (TFCO) at 6.9x.

We view the high discount between POLY and TFCO was due to the high leverage level of POLY. Post-restructuring, we believe that either POLY can reduce its spread with TFCO or its share price may increase. Furthermore, POLY can be calculated by net asset value because previously almost all of their assets are secured for issuing debt. According to calculation in January 2010, total net asset value is US$591 million or approximately Rp1,230 per share (vs current price Rp435). We believe if the restructuring process is realized, the stock price will climb

Sesi I
IHSG Cuma 'Numpang Lewat' di Level 4.100. Net foreign buy Rp122,71 miliar.
http://finance.detik.com/read/2011/07/22/113630/1686849/6/ihsg-cuma-numpang-lewat-di-level-4100

Masih Naik, IHSG Sesi I Ditutup Dekati 4.100.
http://pasarmodal.inilah.com/read/detail/1724882/masih-naik-ihsg-sesi-i-ditutup-dekati-4100

IHSG Sentuh 4.100, Belum Mahal
http://pasarmodal.inilah.com/read/detail/1724792/ihsg-sentuh-4100-belum-mahal

Bursa Hong Kong Bakal Akuisisi Bursa London?
http://pasarmodal.inilah.com/read/detail/1724732/bursa-hong-kong-bakal-akuisisi-bursa-london

Gajah Tunggal (GJTL IJ) sold 2.65% stake at Polychem (ADMG IJ). Gajah Tunggal, one of the country’s tyre producer, has sold 2.65% stake at Polychem Indonesia and plans to sell the rest 26.25% stake. Gajah Tunggal argued that it wanted to focus on its core business namely tyre making, not in plastic or polyester business. (CLSA-KZ)

Indonesia Equities: Astra Agro, Bank Danamon, London Sumatra
http://www.bloomberg.com/news/2011-07-22/astra-agro-alam-sutera-bank-danamon-indonesia-equity-preview.html

ADMG: First Half Result Profits Jumps 120% - KZ Initiate coverage BUY T/P Rp1,500

Obligasi II/2006 BSDE Dapat Peringkat A-
http://pasarmodal.inilah.com/read/detail/1724262/obligasi-ii2006-bsde-dapat-peringkat-a-

Buyback Saham, 'Buy' Saham Telkom
http://pasarmodal.inilah.com/read/detail/1724282/buyback-saham-buy-saham-telkom

Laba Bersih Danasupra Merosot 53,33%
http://pasarmodal.inilah.com/read/detail/1724542/laba-bersih-danasupra-merosot-5333

Rombak Direksi, Elia Jadi Dirut Elnusa
http://pasarmodal.inilah.com/read/detail/1724462/rombak-direksi-elia-jadi-dirut-elnusa

Anak Usaha OKAS Sewakan Rig Senilai US$4,98 Juta
http://pasarmodal.inilah.com/read/detail/1723222/anak-usaha-okas-sewakan-rig-senilai-us498-juta

Saham AALI masih menjadi incaran meski harga CPO mengalami penurunan
http://investasi.kontan.co.id/v2/read/1311304157/73490/Saham-AALI-masih-menjadi-incaran-meski-harga-CPO-mengalami-penurunan

Medco Energi (MEDC) – Readying itself for M&A activities?

· We visited the company yesterday and found several key points to highlight. First, management changes in the company is on-going. Second, the company launched a standby loan facility of US$500mn recently. Given the big amount, we suspect that the company is readying itself for M&A, hearing that a number of large oil and gas blocks in Indonesia could be put on sale. MEDC’s current leverage level is still comfortable at 1.2x as of 1Q11.

· Third, Senoro project is showing good progress. To recap, the gas sales agreement (GSA) for Senoro-Toili was signed in Jan-09, for total volume of 250 mmscfd (MEDC’s part). The GSA complements the LNG head of agreement (HOA) at the downstream

REMINDER:: 25 Juli Rups BJBR, Cum dev ctra 6, cum dev GGRM 880, JTPE cum STOCK SPLIT, RASIO 5:1

26 Juli cum dev Indf 133, cum dev ipol RP 3 ,

27 Juli BUMI RP 41,78, cum dev SMGR RP 248,26, cum dev PTRO 1195,5

28 Juli Rups SONA, CKRA, FAST, Cum Dev PANR 1,07

29 Juli Rups Trub, Mitra International Resources

CS reduced target BDMN price from Rp 6.200,00 to Rp 5.700,00 and stay neutral on the stock.

BLOOMBERG: *IMF SEES `NO SIGNS' OF MISALIGNMENT IN INDONESIA EXCHANGE RATE. *IMF SEES INDONESIAN ECONOMIC GROWTH ABOUT 6.5% IN 2011-2012

AGENDA 22 Juli Rups Elsa, rups GMCW, CFIN RP 15, AMAG RP 10, PNIN RP 5

BLOOMBERG: *IMF SEES `NO SIGNS' OF MISALIGNMENT IN INDONESIA EXCHANGE RATE. *IMF SEES INDONESIAN ECONOMIC GROWTH ABOUT 6.5% IN 2011-2012

ADMG AND POLY MAY BE ADDED TO LQ45 LIST OF INVESTMENT, REPLACING ELSA AND BSDE, FOR AUGUST SCHEDULE.

Bloomberg; Alam Sutera May Sell 1.1 Trillion Rupiah of Bonds, Bisnis Says

Palm Oil Gains as Much as 0.3% to 3,139 Ringgit a Metric Ton

Bloomberg: Rice Market Will See Trend of High Prices, Thai Exporters Say

AGENDA 22 Juli Rups Elsa, rups GMCW, CFIN RP 15, AMAG RP 10, PNIN RP 5

Bloomberg: Rice Market Will See Trend of High Prices, Thai Exporters Say

*DJ Borneo Lumbung Target Cut To IDR1600 Vs IDR1900 By Credit Suisse

*DJ Borneo Lumbung Cut To Neutral Vs Outperform By Credit Suisse

Inilah Rekomendasi Saham Pilihan Jumat (22/7)

http://pasarmodal.inilah.com/read/detail/1723562/inilah-rekomendasi-saham-pilihan-jumat-227

Simak beberapa event penting yang bakal mempengaruhi pasar Asia hari ini

http://investasi.kontan.co.id/v2/read/1311292856/73463/Simak-beberapa-event-penting-yang-bakal-mempengaruhi-pasar-Asia-hari-ini

Porsi asing mencapai 35% di pasar SUN

http://investasi.kontan.co.id/v2/read/1311292709/73464/Porsi-asing-mencapai-35-di-pasar-SUN

ACES kebut pembangunan enam gerai lagi

http://investasi.kontan.co.id/v2/read/1311299611/73480/ACES-kebut-pembangunan-enam-gerai-lagi

INILAH.COM, Jakarta - Hedge fund Hong Kong dikabarkan akan membeli saham PT Delta Dunia Makmur Tbk (DOID) di pasar saham. Hedge fund tersebut juga aktif untuk mengakumulasi saham grup Bakrie. Hedge fund tertarik karena tidak kebagian rights issue DOID.Pada perdagangan saham kemarin, saham DOID ditutup di level Rp1.010 per saham dengan volume perdagangan saham 41,04 juta saham.

INILAH.COM, Jakarta – Saham Tempo Inti Media (TMPO) diperkirakan akan segera melesat ke level Rp300, karena adanya substitusi kepemilikan. Tersiar kabar bahwa salah satu taipan perusahaan media lokal akan membeli 10% porsi kepemilikan PT Jaya Raya Utama. Dengan rencana ini, maka komposisi kepemilikan TMPO akan berubah. Juga beredar kabar bahwa akan ada penggantian komposisi komisaris TMPO. Salah satu pucuk pimpinan perusahaan yang akan masuk dalam TMPO dinobatkan menjadi komisaris di sana. Perusahaan tahun ini menargetkan bisa membukukan peningkatan laba minimal 35%. Masuknya taipan perusahaan media ke TMPO akan membawa angin segar kepada korporasi dan akan mengarahkan TMPO lebih baik. Saham TMPO yang dalam beberapa tahun belakangan stagnan akan didongkrak kinerjanya setelah komposisi komisaris berubah. Target harga TMPO akan menyentuh level Rp 300 per lembar sahamnya. Saham TMPO pada perdagangan Kamis (21/7) ditutup auto reject pada level Rp149 atau naik 38 poin (34,23%). Volume transaksi mencapai 89.24 juta lembar, senilai Rp12.26 miliar. [ast]

INILAH.COM, Jakarta - Mitra strategis dikabarkan akan menginjeksi modal kepada PT Agis Tbk (TMPI) untuk mengembangkan usaha. Kabar tersebut membuat saham TMPI akan diburu oleh fund manager Eropa dan mendukung aksi korporasi perseroan dengan ekspansi ke sektor pertambangan. Saham TMPI akan dikerek ke level Rp200 per saham.

Pada perdagangan saham kemarin, saham TMPI ditutup di level Rp118 per saham dengan volume 32,41 juta saham.

Trades of the Day...

Fundamentally:

CIMB mempertahankan rating UNDERPERFORM untuk Telekomunikasi Indonesia (TLKM) dengan target harga Rp7400 dari metode DCF, dan memilih EXCL sebagai top picks. Kami cemas dengan rencana TLKM menyewakan gedungnya untuk operator hotel (melalui Graha Sarana Duta) dan ini bukan core business mereka. TLKM seharusnya menjual gedung ini untuk membantu balance sheet. TLKM memiliki 3k gedung dan lahan di Indonesia

CIMB mempertahankan rating OUTPERFORM untuk Bank Tabungan Negara (BBTN) dengan target harga Rp2800 dari metode GGM dengan ekspektasi result 2H11 yang lebih baik. Result 1H111 sekitar 43% dari angka tahunan kami sesuai ekspektasi karena faktor seasonal. Kredit tumbuh 21.5% yoy, 6% qoq. NIM turun ke 5.6% dari 6.1% karena naiknya cost of fund.

NPL naik ke 4.4% dari 4.0% dari KPR bersubsidi.

Bakrie & Brothers [ PDF ]

Size isn't everything - by Erwan Teguh

(BNBR IJ / BNBR.JK, Rp70, Conglomerate)

We are ceasing coverage on Bakrie and Brothers due to lack of investors interest. Our last ratings was Outperform with Rp144 target price.

Saham ADMG Layak Terbang ke Rp1.100

http://pasarmodal.inilah.com/read/detail/1723612/saham-admg-layak-terbang-ke-rp1100

Laporan Kinerja Q2 INDF dan ICBP Akhir Agustus

http://pasarmodal.inilah.com/read/detail/1723702/laporan-kinerja-q2-indf-dan-icbp-akhir-agustus

PLTU, akan Dorong Penjualan Batubara BRAU

http://pasarmodal.inilah.com/read/detail/1723752/pltu-akan-dorong-penjualan-batubara-brau

Anak Usaha OKAS Sewakan Rig Senilai US$4,98 Juta

http://pasarmodal.inilah.com/read/detail/1723222/anak-usaha-okas-sewakan-rig-senilai-us498-juta

Urusan utang beres, UNSP genjot bisnis Domas

http://investasi.kontan.co.id/v2/read/1311295675/73471/Urusan-utang-beres-UNSP-genjot-bisnis-Domas

Rekomendasi Saham

IHSG Dapat Sentimen Positif Lagi 

http://finance.detik.com/read/2011/07/22/072706/1686669/6/ihsg-dapat-sentimen-positif-lagi

Stocks closed sharply higher Thursday after EU leaders agreed on a final bailout package for Greece, in addition to an encouraging report on the Fed's mid-Atlantic manufacturing survey and some robust earnings reports.

Dow. 12724.44. +152.50+1.21%

Nasdaq. 2834.43. +20.20. +0.72%

S&P 500. 1343.80. +17.96. +1.35%

FTSE. 5899.89. +46.07. +0.79%

Dax. 7290.14. +68.78. +0.95%

CAC40. 3816.75. +62.15. +1.66%. Oil. 99.13. +0.73. +0.74%

Gold. 1587.000. -9.900. -0.62%

Rupiah. 8541

Euro. 1.4423

TLKM. 34.49.+1.15+3.45% Rp7364. ISAT. 31.70.+0.96+3.12%.Rp5414

BumiPLC 1115.000 +5.000.+0.450%

EIDO. 33.860. +0.460.+1.377%

Timah. 28000. -100. -0.36%. Nickel. 23760. -140. -0.59%

CPOSep3130RM-23RM-0.73%$1049

Corn. 673.000. -4.750. -0.70%

SoybeanOil.57.380. -0.320. -0.55%

Wheat. 677.250.-19.750.-2.83%

Coal15 Jul 120.61 vs.122.45(8 Jul)

What To Look For In A Bearish Turn For Stocks

STUDY and SCREENING PROCESS
Does the current market look more like 2004 or 2007? The answer is important because stocks did well from August 2004 to October 2007, but they performed very poorly between October 2007 and March 2009. The fundamental picture remains quite uncertain with:

    * Debt problems in Europe and the U.S.
    * Inflation in Asia
    * Central bankers with limited ammo

Read More: http://www.greenfaucet.com/technical-analysis/what-to-look-for-in-a-bearish-turn-for-stocks/86768

Stock Market Outlook 2011-2012
Check this Video: http://www.youtube.com/watch?v=f1PMzEFgCk4&feature=youtu.be

The next, worse financial crisis
Commentary: Ten reasons we are doomed to repeat 2008

Read More: http://www.marketwatch.com/story/the-next-worse-financial-crisis-2011-07-06?siteid=bigcharts&dist=bigcharts

The S&P 500 is headed for a breakout
(MarketWatch) — The market had a powerful showing Tuesday with the Standard & Poor’s 500 Index rallying 1.6% for the day. Market indicators suggest a potential 100-point rise in the index over the next few months.

Read More: http://www.marketwatch.com/story/the-sp-500-is-headed-for-a-breakout-2011-07-19?link=MW_story_insert

Laporan & Rumor Saham Indonesia 21-07 (Refresh)

IHSG Kembali Ukir Level Baru di 4.068. Foreign net sell Rp 6,563 miliar
http://finance.detik.com/read/2011/07/21/161105/1686201/6/ihsg-kembali-ukir-level-baru-di-4068

Meski Asing Jual, IHSG Cetak Rekor Baru di 4.068
http://pasarmodal.inilah.com/read/detail/1722342/meski-asing-jual-ihsg-cetak-rekor-baru-di-4068

Indeks rekor akibat investor asing kembali memborong bluechips
http://investasi.kontan.co.id/v2/read/1311239296/73423/Indeks-rekor-akibat-investor-asing-kembali-memborong-bluechips-

Indonesia Stocks: Bank Tabungan Negara, BW Plantation, Timah
http://www.bloomberg.com/news/2011-07-21/london-sumatra-bank-tabungan-negara-indonesia-equity-preview.html

Inilah Daftar 'Top Foreign Sell' Kamis (21/7)
http://pasarmodal.inilah.com/read/detail/1723032/inilah-daftar-top-foreign-sell-kamis-217

Inilah Daftar 'Top Foreign Buy' Kamis (21/7)
http://pasarmodal.inilah.com/read/detail/1723342/inilah-daftar-top-foreign-buy-kamis-217

Saham SPMA Teraktif Diperdagangkan Kamis (21/7)
http://pasarmodal.inilah.com/read/detail/1722942/saham-spma-teraktif-diperdagangkan-kamis-217

ACES buka gerai Ace Home Center terluas di dunia
http://investasi.kontan.co.id/v2/read/1311234760/73411/ACES-buka-gerai-Ace-Home-Center-terluas-di-dunia

Anak usaha bangun PLTU Rp 140 miliar, saham BRAU terbang tinggi
http://investasi.kontan.co.id/v2/read/1311222409/73383/Anak-usaha-bangun-PLTU-Rp-140-miliar-saham-BRAU-terbang-tinggi

Bidik proyek penyediaan air minum, saham META sudah reli 2,7%
http://investasi.kontan.co.id/v2/read/1311221416/73381/Bidik-proyek-penyediaan-air-minum-saham-META-sudah-reli-27-

Semester I, 'Oustanding' KPR BNI Capai Rp14,79 T
http://pasarmodal.inilah.com/read/detail/1722132/semester-i-oustanding-kpr-bni-capai-rp1479-t

Laba diindikasi melebihi ekspektasi, BWPT maju ke level tertinggi dua pekan
http://investasi.kontan.co.id/v2/read/1311224769/73389/Laba-diindikasi-melebihi-ekspektasi-BWPT-maju-ke-level-tertinggi-dua-pekan

Kim Eng rekomendasi beli, saham JAWA naik ke level tertinggi tujuh pekan
http://investasi.kontan.co.id/v2/read/1311223909/73388/Kim-Eng-rekomendasi-beli-saham-JAWA-naik-ke-level-tertinggi-tujuh-pekan

Harga timah dunia jeblok, saham TINS ikut terkikis
http://investasi.kontan.co.id/v2/read/1311223531/73386/Harga-timah-dunia-jeblok-saham-TINS-ikut-terkikis

ADHI Tetap Mampu Raih Target Pendapatan 2011
http://pasarmodal.inilah.com/read/detail/1719872/adhi-tetap-mampu-raih-target-pendapatan-2011

Saingi CT, Telkom Grup Rambah Bisnis Hotel
http://pasarmodal.inilah.com/read/detail/1717402/saingi-ct-telkom-grup-rambah-bisnis-hotel

Tenang..Tidak Ada Alasan BI Rate Naik
http://ekonomi.inilah.com/read/detail/1723412/tenangtidak-ada-alasan-bi-rate-naik

Nah Lho! Saham (Sari) ROTI Hari Ini Turun Rp225
http://pasarmodal.inilah.com/read/detail/1723182/nah-lho-saham-sari-roti-hari-ini-turun-rp225

MTLA Catat Marketing Sales Rp260 M
http://pasarmodal.inilah.com/read/detail/1721642/mtla-catat-marketing-sales-rp260-m

Semester I, 'Oustanding' KPR BNI Capai Rp14,79 T
http://pasarmodal.inilah.com/read/detail/1722132/semester-i-oustanding-kpr-bni-capai-rp1479-t

SBY Bangga Peringkat Daya Saing RI ke-44 Dunia 
http://finance.detik.com/read/2011/07/21/122654/1685941/4/sby-bangga-peringkat-daya-saing-ri-ke-44-dunia

Agenda 21 juli Cum dev Apli 20, ASDM, RP 35

Bloomberg: Palm Oil Gains as Much as 0.2% to 3,159 Ringgit a Metric Ton

Bloomberg: Bank Danamon Indonesia Initiated at RHB Research

Bloomberg: Bank Tabungan Pensiunan PT Raised by 19% to 4,400 Rupiah at CS

Bloomberg: Nusantara Infrastructure Eyes Water Projects, Daily Reports

Rice Prices Up 70% Make Asian Inflation Tough for Central Banks

(Bloomberg) -- Bank Rakyat Indonesia Persero Tbk PT (BBRI IJ) was rated new "Outperform" at RHB Research Institute by equity analyst Alexander Chia. The 12-month target price is IDR 8,500 per share

Trades of the Day...

Fundamentally:

CIMB mempertahankan rating OUTPERFORM untuk Harum Energy (HRUM) dengan target harga Rp12k berdasarkan 16x target PER. Kami tetap memilih HRUM sebagai salah satu top pick di sektor coal, dan valuasi saat ini ada di 13x forward PER. Ancaman utama adalah reserve life HRUM yang cukup pendek, namun dengan nearaca yang kuat, akuisisi akan membantu menyelesaikan masalah ini. Kami baru saja site visit ke tambang Mahakam Sumber Jaya dan masalah di Santan sepertinya sudah selesai. Kami memprediksi pertumbuhan produksi sebesar 35% pada 2011.

JAKARTA (Dow Jones)--Foreign and domestic companies spent IDR62.0 trillion ($7.3 billion) on projects in Indonesia during the second quarter of 2011, rising 22.1% from the same period a year earlier, a government official said Thursday. The official told Dow Jones Newswires that foreign direct investment

spending alone rose 21.1% to IDR43.1 trillion during the period. The figures show that growth in Southeast Asia's largest economy is becoming broad based, and is not just underpinned by household consumption, analysts said. Investment during the January-March period totaled IDR53.6 trillion, an increase of 27.3% on year, with foreign investors spending IDR39.5 trillion and local companies IDR14.21 trillion, government data released earlier

Indonesia Stocks May Fall On Profit Taking

http://news.ino.com/headlines/?newsid=72020112000

London Sumatra, Bank Tabungan Negara: Indonesia Equity Preview

http://www.bloomberg.com/news/2011-07-21/london-sumatra-bank-tabungan-negara-indonesia-equity-preview.html

Inilah Rekomendasi Saham Pilihan Kamis (21/7)

http://pasarmodal.inilah.com/read/detail/1719692/inilah-rekomendasi-saham-pilihan-kamis-217

Rekomendasi Saham

IHSG Makin Rawan Profit Taking 

http://finance.detik.com/read/2011/07/21/074057/1685738/6/ihsg-makin-rawan-profit-taking

Rekomendasi: Saham apa yang menarik hari ini?

http://www.bisnis.com/market/saham/32060-rekomendasi-saham-apa-yang-menarik-hari-ini

Grup Sinarmas Minati CNKO?

SAHAM PT Exploitasi Energi Indonesia Tbk (CNKO) diperkirakan menuju level Rp 225-250 untuk jangka pendek dan menengah. Hal itu seiring kabar perseroan bakal menerbitkan obligasi untuk mendanai pembangunan tiga proyek PLTU. Selain itu, kabarnya Grup Sinar Mas sedang mengincar CNKO. Saham CNKO kemarin stagnan di level Rp 118.

Bursa Asia Berjuang Lanjutkan Penguatan

http://pasarmodal.inilah.com/read/detail/1720392/bursa-asia-berjuang-lanjutkan-penguatan

Dikabarkan Tender Offer, SPMA Melaju Kencang

http://pasarmodal.inilah.com/read/detail/1719012/dikabarkan-tender-offer-spma-melaju-kencang

Jangan Buru-buru Profit Taking Saham DILD

http://pasarmodal.inilah.com/read/detail/1719752/jangan-buru-buru-profit-taking-saham-dild

Saham INDF Layak Beli dengan target Rp 6.300

http://pasarmodal.inilah.com/read/detail/1719882/saham-indf-layak-beli-di-6300

ADHI Tetap Mampu Raih Target Pendapatan 2011

http://pasarmodal.inilah.com/read/detail/1719872/adhi-tetap-mampu-raih-target-pendapatan-2011

Saham Apple Melonjak, Wall Street Terkoreksi Tipis 

http://finance.detik.com/read/2011/07/21/071250/1685731/6/saham-apple-melonjak-wall-street-terkoreksi-tipis

Waduh, Produksi Minyak RI Turun Lagi Jadi 904 Ribu Bph 

http://finance.detik.com/read/2011/07/21/081451/1685748/1034/waduh-produksi-minyak-ri-turun-lagi-jadi-904-ribu-bph

FPNI cari pinjaman US$ 5 miliar untuk bangun pabrik baru

http://investasi.kontan.co.id/v2/read/1311209027/73355/FPNI-cari-pinjaman-US-5-miliar-untuk-bangun-pabrik-baru

Harga karet bikin beban produksi GJTL naik

http://investasi.kontan.co.id/v2/read/1311211385/73359/Harga-karet-bikin-beban-produksi-GJTL-naik

Cadangan minyak AS kian mini, harga minyak kembali naik untuk hari ketiga

http://investasi.kontan.co.id/v2/read/1311207092/73353/Cadangan-minyak-AS-kian-mini-harga-minyak-kembali-naik-untuk-hari-ketiga

Newedge meramal, harga emas akan sentuh US$ 1.800 pada akhir tahun

http://investasi.kontan.co.id/v2/read/1311208030/73354/Newedge-meramal-harga-emas-akan-sentuh-US-1.800-pada-akhir-tahun

SINGAPORE (Dow Jones)--PT Bank Danamon (BDMN.JK) is seeking to raise about       IDR5 trillion (US$585 million) from its recently announced rights issue, a       person familiar with the deal said Wednesday. The bank, which is 67.4%-owned by Asia Financial (Indonesia) Pte. Ltd., said last week it plans to hold an extraordinary shareholders meeting Aug. 22 to seek approval for a rights issue, but didn't specify the amount.The person said an announcement about the details of the issue is due later this month. PT Danamon said last week it appointed Citigroup and Deutsche Bank as standby buyers and Danareksa Sekuritas as the arranger of the issuance.

Street News - Rumors of tender offer give positif impact of SPMA share price. Shangton Ltd.. and UBS Singapore will reportedly increase the portion of its stake in the SPMA through a tender offer at a indication price of Rp 600. Based on financial data late last year, SPMA net profit growing 10% over the same period last year. Sales this year are projected to grow approximately 14-20%. The first quarter of 2011, the company has recorded net sales of Rp 392 billion, up 3% from the same period last year. The rise in net sales primarily due to rising average prices of raw materials of pulp and paper products. Moreover, in this year's SPMA will build the installation of new paper-making machine for the anticipated increase in demand for construction production and production waste handling ins

PT Delta Dunia Makmur Tbk (DOID) is indicated to post a weak earning in the second quarter of this year (2Q2011), mainly due to margin compression driven by a jump in depreciation cost, spare part-maintenance cost, and accounting changes in salary and bonus payment from cash basis into accrual basis. "In addition, there would be one-off refinancing cost of US$16 million-US$17 million," said a morning notes issued by PT Mandiri Sekuritas today. Overall, it potentially reduces Mandiri Sekuritas's FY11 forecast operating margin by 2%-3% or equivalent to Rp130 billion-Rp200 billion earning, compared to the brokerage's previous FY11F net profit forecast of Rp454 billion. Delta Dunia, parent of Indonesia's second largest coal mining contractor, is budgeting US$250 million capex with potential upgrade to US$280 million if certain projects are awarded. The capex was higher than US$200 million of realized capex last year and US$75 million in 2009. On the operating side, overburden removal reached 155.7 million bank cubic meter in 1H11 or 43.3% of Mandiri Sekuritas's forecast. DOID is now guiding 350 million bcm overburden removal, or 2.7% lower than previous number of 360 million bcm. To achieve this target, the company needs to ramp up its overburden to 32 million-33 million bcm per month, versus 27 million-28 million bcm in May and June.

Stocks slipped in the final minutes of trading to end lower Wednesday as investors took a breather following a sharp rally in the previous session and amid ongoing jitters over the debt ceiling talks and fears over the euro zone crisis.

      Dow. 12571.91. -15.51. -0.12%

      Nasdaq. 2814.23. -12.29. -0.43%

      S&P 500. 1325.84. -0.89. -0.07%

      FTSE. 5853.82. +63.83.+1.1%

      Dax. 7221.36. +28.69 +0.4%

      CAC40. 3754.60. +59.65 +1.61%. Oil. 98.35. +0.85. +0.87%

      Gold. 1596.900. -4.200. -0.26%

      Rupiah. 8535

      Euro. 1.4223

      TLKM. 33.34. -0.01 -0.03%. Rp7114. ISAT. 30.74. -0.09 -0.29%. Rp5247

      BumiPLC 1110.000 +5.000.+0.452%

      EIDO. 33.40. +0.250.+0.754%

      Timah. 28100. +350. +1.26%. Nickel. 23900. -110. -0.46%

      CPOSep3153RM+46RM+1.48%$1054

      Corn. 677.750. -9.500. -1.38%

      SoybeanOil.57.700. +0.130.+0.23%

      Wheat. 697.000.+3.500. +0.50%

      Coal15 Jul 120.61 vs.122.45(8 Jul)

38 Steps to Becoming a Successful Trader

   1. We accumulate information - buying books, going to seminars and researching.
   2. We begin to trade with our 'new' knowledge.
   3. We consistently 'donate' and then realise we may need more knowledge or information.
   4. We accumulate more information.
   5. We switch the commodities we are currently following.
   6. We go back into the market and trade with our 'updated' knowledge.
   7. We get 'beat up' again and begin to lose some of our confidence. Fear starts setting in.
   8. We start to listen to 'outside news' and to other traders.
   9. We go back into the market and continue to 'donate'.
  10. We switch commodities again.
  11. We search for more information.
  12. We go back into the market and start to see a little progress.
  13. We get 'over-confident' and the market humbles us.
  14. We start to understand that trading successfully is going to take more time and more knowledge than we anticipated.


MOST PEOPLE WILL GIVE UP AT THIS POINT, AS THEY REALISE WORK IS INVOLVED.

  15. We get serious and start concentrating on learning a 'real' methodology.
  16. We trade our methodology with some success, but realise that something is missing.
  17. We begin to understand the need for having rules to apply our methodology.
  18. We take a sabbatical from trading to develop and research our trading rules.
  19. We start trading again, this time with rules and find some success, but over all we still hesitate when it comes time to execute.
  20. We add, subtract and modify rules as we see a need to be more proficient with our rules.
  21. We feel we are very close to crossing that threshold of successful trading.
  22. We start to take responsibility for our trading results as we understand that our success is in us, not the methodology.
  23. We continue to trade and become more proficient with our methodology and our rules.
  24. As we trade we still have a tendency to violate our rules and our results are still erratic.
  25. We know we are close.
  26. We go back and research our rules.
  27. We build the confidence in our rules and go back into the market and trade.
  28. Our trading results are getting better, but we are still hesitating in executing our rules.
  29. We now see the importance of following our rules as we see the results of our trades when we don't follow the rules.
  30. We begin to see that our lack of success is within us (a lack of discipline in following the rules because of some kind of fear) and we begin to work on knowing ourselves better.
  31. We continue to trade and the market teaches us more and more about ourselves.
  32. We master our methodology and our trading rules.
  33. We begin to consistently make money.
  34. We get a little over-confident and the market humbles us.
  35. We continue to learn our lessons.
  36. We stop thinking and allow our rules to trade for us (trading becomes boring, but successful) and our trading account continues to grow as we increase our contract size.
  37. We are making more money than we ever dreamed possible.
  38. We go on with our lives and accomplish many of the goals we had always dreamed of.

                                     +++++++++++++++
 
Most traders will identify with this list and should be able to place themselves within these steps. Keep in mind that very few people progress through these steps in an orderly fashion. Developing your trading skills is an iterative process.

For example, you may reach Step 13., find that although you were making money, your basic premise for trading was flawed (you might have been benefiting from the bull market, rather than your own trading prowess and then have been rudely awakened when the market entered a bear phase) and you may drop back to Step 4. and start 'climbing' the steps again.

Having the proper mindset, attitude and psychological makeup becomes increasingly important as you progress through the steps. The focus of the earlier steps is on external issues, i.e. developing proficiency in the mechanics of trading while the focus of the latter steps (particularly from Step 30, on) is on internal issues, i.e. improving ourselves mentally and psychologically, maturing as traders.

Market Profile: Fase Akumulasi Tengah Berjalan; Trading Buy

JCI

ASII

BBRI

ITMG

Laporan & Rumor Saham Indonesia 20-07 (Refresh)

IHSG Kembali Parkir di Posisi Tertinggi Baru
http://finance.detik.com/read/2011/07/20/161251/1685417/6/ihsg-kembali-parkir-di-posisi-tertinggi-baru

IHSG KembaliTembus Rekor Baru
http://pasarmodal.inilah.com/read/detail/1718762/ihsg-kembalitembus-rekor-baru

Semester I, Laba Bersih BTN hanya Rp480 M
http://pasarmodal.inilah.com/read/detail/1718852/semester-i-laba-bersih-btn-hanya-rp480-m

KRAS & POSCO Bangun Pabrik Senilai US$450 Juta
http://pasarmodal.inilah.com/read/detail/1718732/kras-posco-bangun-pabrik-senilai-us450-juta

Properti Dongkrak IHSG Capai Rekor Baru
http://pasarmodal.inilah.com/read/detail/1718722/properti-dongkrak-ihsg-capai-rekor-baru

Gajah Tunggal Jajaki Jual Ban ke Proton'http://pasarmodal.inilah.com/read/detail/1718092/gajah-tunggal-jajaki-jual-ban-ke-proton

Ups! Saham TRST dan IDKM Masuk UMA
http://pasarmodal.inilah.com/read/detail/1718222/ups-saham-trst-dan-idkm-masuk-uma

Adhi Karya Sudah Untung Rp 7,2 Miliar dari Proyek Hambalang
http://finance.detik.com/read/2011/07/20/150711/1685319/6/adhi-karya-sudah-untung-rp-72-miliar-dari-proyek-hambalang''

EMTK dan IDKM kembali cetak rekor hari ini
http://investasi.kontan.co.id/v2/read/1311149226/73318/EMTK-dan-IDKM-kembali-cetak-rekor-hari-ini

Ekspor Malaysia naik 5,4%, harga CPO lanjut reli hari kedua
http://investasi.kontan.co.id/v2/read/1311146501/73315/Ekspor-Malaysia-naik-54-harga-CPO-lanjut-reli-hari-kedua

TOTO incar 45% saham ARNA?
http://investasi.kontan.co.id/v2/read/1311141776/73304/TOTO-incar-45-saham-ARNA

Bloomberg; Adiperkasa Declines Most in 3 Weeks After Downgraded to Neutral

Bloomberg: Bank Tabungan 1H Net Income Rises to 480 Bln Rupiah Vs Year Ago

Bloomberg: *TAMBANGRAYA REACHES 3-MONTH HIGH AMID SPECULATION COAL TO RISE

Bloomberg: Aneka Tambang Raised to 'Buy' at AmCapital Indonesia

JAKARTA (Dow Jones)--Thermal coal producer PT Bumi Resources (BUMI.JK) said in a statement Wednesday it plans to hold an extraordinary meeting to seek shareholders' approval for its plan to buy back shares and sell a 75% stake in unit PT Bumi Resources Minerals (BRMS.JK).

REMINDER::: MYOR TP CIMB 17.400 dn GGRM TP CIMB 56.500

REMINDER::: Borneo Lumbung Energi    [  PDF  ]
Value emerging - by Erindra Krisnawan
(BORN IJ / BORN.JK, OUTPERFORM - Maintained, Rp1,410 - Tgt. Rp2,050, Coal Mining)

1st session on JCI 20.07.11
@ 4,028.012 (+4.595pts) (+0.114%)
H: 4,055.055 ; L: 4,020.824
Value: 2.53 T (NG 345 B )
Volume: 3.75 B (NG 251 M )
Foreign Nett Sell: 22 B

5 most active stocks by value:
BMRI @ 7,550 (-1.31%)
LPKR @ 740 (+7.25%)
BUMI @ 3,025 (-0.82%)
ASII @ 71,950 (+0.63%)
ELTY @ 164 (+1.23%)

5 most active stocks by volume:
ELTY @ 164 (+1.23%)
KIJA @ 174 (+8.75%)
BKSL @ 177 (0.00%)
LPKR @ 740 (+7.25%)
DEWA @ 114 (-0.87%)

5 most up:
IDKM @ 1,660 (+16.08%)
EMTK @ 2,475 (+13.79%)
CTRS @ 910 (+13.75%)
LMPI @ 375 (+10.29%)
APLN @ 375 (+10.29%)

5 most down:
BAEK @ 1,900 (-11.63%)
INRU @ 900 (-8.16%)
DOID @ 1,000 (-3.85%)
BBLD @ 550 (-3.51%)
JKON @ 840 (-3.45%)

5 Leading Movers:
ASII @ 71,950 (+2.13%)
GGRM @ 51,900 (+1.91%)
EMTK @ 2,475 (+1.80%)
LPKR @ 740 (+1.35%)
SMMA @ 2,825 (+1.27%)

5 Lagging Movers:
BMRI @ 7,550 (-2.70%)
PGAS @ 3,900 (-2.12%)
BBCA @ 7,950 (-1.43%)
ADRO @ 2,550 (-0.93%)
BAEK @ 1,900 (-0.77%)
Rgds, Nadya Isnaeni Data administrator Research Dept BNI Securities

Bloomberg: KT&G to Buy Indonesian Cigarette Maker, Maeil Business Says

IHSG Sempat Raih Rekor Tertinggi di 4.055 
http://finance.detik.com/read/2011/07/20/120440/1685055/6/ihsg-sempat-raih-rekor-tertinggi-di-4055

Sesi I, IHSG Bertahan di Zona Hijau
http://pasarmodal.inilah.com/read/detail/1717752/sesi-i-ihsg-bertahan-di-zona-hijau

Aksi boyong ASII, GGRM dan EMTK menyokong IHSG di sesi pagi
http://investasi.kontan.co.id/v2/read/1311140815/73303/Aksi-boyong-ASII-GGRM-dan-EMTK-menyokong-IHSG-di-sesi-pagi

Sesi Dua: Pilihlah Saham Astra dan Batu Bara
http://pasarmodal.inilah.com/read/detail/1717722/sesi-dua-pilihlah-saham-astra-dan-batu-bara

Ramai-Ramai Mengakumulasi Saham Properti
http://pasarmodal.inilah.com/read/detail/1717902/ramai-ramai-mengakumulasi-saham-properti

http://finance.detik.com/read/2011/07/20/081734/1684761/5/cuma-akal-akalan-bank-waspadai-tawaran-personal-loan

Mitratel Jual Saham Perdana Medio 2012
http://finance.detik.com/read/2011/07/20/123737/1685110/6/mitratel-jual-saham-perdana-medio-2012

Semester I, BRI Salurkan Kredit Rp59,1 T ke BUMN
http://pasarmodal.inilah.com/read/detail/1717602/semester-i-bri-salurkan-kredit-rp591-t-ke-bumn

HSBC turunkan proyeksi menjadi netral, saham AMRT masih stagnan
http://investasi.kontan.co.id/v2/read/1311133726/73284/HSBC-turunkan-proyeksi-menjadi-netral-saham-AMRT-masih-stagnan

MAPI bergerak dua arah setelah HSBC pangkas proyeksi menjadi netral
http://investasi.kontan.co.id/v2/read/1311134736/73286/MAPI-bergerak-dua-arah-setelah-HSBC-pangkas-proyeksi-menjadi-netral

TOTO incar 45% saham ARNA?
http://investasi.kontan.co.id/v2/read/1311141776/73304/TOTO-incar-45-saham-ARNA

DAVO 1H NET PROFIT MAY JUMP 345% TO IDR48 BILLION ON HIGHER SALES; LOWER COST OF DEBTS

REMINDER::: Listri: *DJ Kawasan Industri Jababeka Started At Buy,Target IDR250 By UBS

REMINDER::: TP ASRI fr CIMB 460

KIJA NOW TRADES AT A P/E RATIO OF 26X 2011 EARNINGS; PBV RATIO OF 1.45X VS INDUSTRIAL AVERAGE P/E RATIO OF 17X AND PBV RATIO OF 2.0X; EXPENSIVE

UNIFLORA TO RESUME STAKE BUY IN DAVO; PRICE AT IDR 108

*DJ Aneka Tambang Target Raised To IDR1780 Vs IDR1160 By Citigroup

BLOOMBERG: *TELKOM INDONESIA UNIT MITRATEL PLANS IPO IN 2H 2012: IRIANTO. TELKOM INDONESIA UNIT SAYS MAY SPEND 2.5T RUPIAH ON 2011 CAPEX

Palm Oil Gains as Much as 0.6% to 3,125 Ringgit a Metric Ton

Gelar RUPSLB, BUMI Minta Restu Buyback
http://pasarmodal.inilah.com/read/detail/1717162/gelar-rupslb-bumi-minta-restu-buyback 

Saham BUMI Bakal Melaju ke Rp3.200
http://pasarmodal.inilah.com/read/detail/1716432/saham-bumi-bakal-melaju-ke-rp3200 

Saham BTEL tertekan setelah Fitch turunkan prospek menjadi negatif
http://investasi.kontan.co.id/v2/read/1311132315/73280/Saham-BTEL-tertekan-setelah-Fitch-turunkan-prospek-menjadi-negatif 

Kalahkan Arab Saudi, Venezuela Kini Punya Cadangan Minyak Terbesar
http://finance.detik.com/read/2011/07/20/084514/1684782/1034/kalahkan-arab-saudi-venezuela-kini-punya-cadangan-minyak-terbesar 

Jelang Lebaran, Investor Akumulasi Saham LMPI?
http://finance.detik.com/read/2011/07/20/095048/1684851/1014/jelang-lebaran-investor-akumulasi-saham-lmpi 

Rekomendasi Saham
Rekor Baru Lagi untuk IHSG?
http://finance.detik.com/read/2011/07/20/073053/1684747/6/rekor-baru-lagi-untuk-ihsg 

Anak Usaha Telkom Dapat Pinjaman Rp 1 Triliun Dari BRI
http://finance.detik.com/read/2011/07/20/100204/1684859/6/anak-usaha-telkom-dapat-pinjaman-rp-1-triliun-dari-bri 

Anak Usaha Telkom Niat Kuasai 3.000 Menara
http://finance.detik.com/read/2011/07/20/102657/1684894/6/anak-usaha-telkom-niat-kuasai-3000-menara


Inilah Menu Saham Pilihan Rabu (20/7)

Divergence Pattern: IHSG (Accumulation Mode) vs DJIA (Distribution Mode)

IHSG

DJIA

Laporan & Rumor Saham Indonesia 19 - 07 (Refresh)

AGENDA::: 19 Juli  Cum dev BRAM 50, cum dev ISAT 59,55, FORTUNE INDONESIA DIVIDEND, RP 4 , cum dev bbnp, PGAS RP 144,24 ,  SUMI INDO KABEL DIVIDEND, RP 10,  BBNP RP 11,4, RUIS cum dev RP 8 , strong buy TRST  RP 1 20 Juli  cum dev SMSM RP 30, cum dev INDR RP 85 ,  CTBN  US$ 0,021

 1st session JCI on 19.07.11
4010.53(-22.44pts)(-0.55%)
(H: 4032.62 ; L: 4005.53 )
Value:    2.22T (NG 436 B  )
Volume: 2.69 B (NG 173 M )
Foreign Nett Sell:  131 B
USD/IDR : 8557

JCI for today:
Support:      3956;  3980  
Resistance: 4030; 4050  

6 MARKET DRIVEN BY SECTOR
MANUFACTUR (-0.71%) (585.308 B )
FINANCE.            (-1.20%) (423.902 B )
MINING.                (-0.47%)(387.044 B )
INFRASTRUC.  (-0.32%) (269.631 B )
PROPERTY.      (+1.58%) (261.187 B )
TRADE.              (+0.23%)(174.319 B )

8 MOST ACTIVE STOCKS BY VALUE
BUMI.              @ 3000 (+0.84%)
BMRI.              @ 7650 (-2.54%)
BBRI.              @ 6600 (-1.49%)
LPKR.            @ 680.    (+1.49%)
ASII.                @71650(-1.30%)
ADMG.            @ 870.  (+8.75%)
UNSP.            @ 425 (76.709 M )

BLOOMBERG: *MAYBANK, MANDIRI COLLABORATE ON ISLAMIC TREASURY, TRADE FINANCE

REMINDER:::INILAH.COM, Jakarta - PT Sentul City Tbk (BKSL) pada 11 Agustus 2011 mendatang akan menerbitkan saham biasa seri C atau rights issue  di harga Rp117 per lembar saham.

0231 GMT  [Dow Jones] The Indonesian government's IDR7 trillion bond auction will likely attract good demand later as inflation is still under control in Indonesia, while the country is expected to get investment-level grade in the near future, dealers say.

GPRA investasi sebesar Rp700milyar (GPRA, Rp124)
Perdana Gapuraprima akan membangun proyek terpadu (mixed use) di Pulo Mas, Jakarta Timur, senilai Rp700milyar. Proyek tersebut akan mulai dikerjakan pada 2012. Perseroan sedang menjajaki pinjaman bank sekitar Rp200milyar atau 30% dari total investasi. Hingga kuartal I-2011, Gapuraprima sudah menyerap 25% belanja modal atau sekitar Rp100milyar dari total Rp400milyar. Rendahnya penyerapan belanja modal disebabkan karena perseroan hanya mengalokasikan untuk pembebasan lahan dan pemeliharaan proyek yang sudah ada.

Sesi Dua: Pilih Saham yang Akan Merilis Kinerja
http://pasarmodal.inilah.com/read/detail/1713912/sesi-dua-pilih-saham-yang-akan-merilis-kinerja

Koreksi Berlanjut, IHSG Sesi I Turun 0,5%. Net foreign sell Rp130,4 miliar
http://pasarmodal.inilah.com/read/detail/1713992/koreksi-berlanjut-ihsg-sesi-i-turun-05

Saham Big Cap Berjatuhan, IHSG Turun 23 Poin 
http://finance.detik.com/read/2011/07/19/120605/1684223/6/saham-big-cap-berjatuhan-ihsg-turun-23-poin

Antam Masih Pikir-pikir Menambang Nikel di Raja Ampat 
http://finance.detik.com/read/2011/07/19/121521/1684232/6/antam-masih-pikir-pikir-menambang-nikel-di-raja-ampat

BLOOMBERG: *FITCH REVISES BTEL'S OUTLOOK TO NEGATIVE; AFFIRMS 'B'

BLOOMBERG: *PALM OIL FALLS AS MUCH AS 0.5% TO 3,064 RINGGIT A METRIC TON

London Sumatra, Garuda, Indofood: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-07-19/adhi-astra-international-medco-indonesia-equity-preview.html

ATPK akan Terbitkan Saham Baru
http://pasarmodal.inilah.com/read/detail/1713182/atpk-akan-terbitkan-saham-baru

Cermati juga Saham BUMI, GJTL dan TKIM
http://pasarmodal.inilah.com/read/detail/1713152/cermati-juga-saham-bumi-gjtl-dan-tkim

Hore! BEI Cabut Suspensi Saham TRUB
http://pasarmodal.inilah.com/read/detail/1713382/hore-bei-cabut-suspensi-saham-trub

Semester I, BTPN Raih Laba Bersih Rp585,1 Miliar
http://pasarmodal.inilah.com/read/detail/1713642/semester-i-btpn-raih-laba-bersih-rp5851-miliar

Fundamental Baik, Saham UNSP Masih Murah
http://pasarmodal.inilah.com/read/detail/1713032/fundamental-baik-saham-unsp-masih-murah

Transaksi pagi, saham DILD sudah tergerus 1,59%
http://investasi.kontan.co.id/v2/read/1311045872/73181/Transaksi-pagi-saham-DILD-sudah-tergerus-159

Produksi batubara melorot, saham DOID dilanda aksi jual
http://investasi.kontan.co.id/v2/read/1311046310/73182/Produksi-batubara-melorot-saham-DOID-dilanda-aksi-jual

Harga CPO melorot selama tiga hari, investor lepas saham LSIP
http://investasi.kontan.co.id/v2/read/1311049290/73188/Harga-CPO-melorot-selama-tiga-hari-investor-lepas-saham-LSIP-

Semester I, Penjualan Martina Berto Capai Rp290 Miliar
http://economy.okezone.com/read/2011/07/19/278/481442/semester-i-penjualan-martina-berto-capai-rp290-miliar

Kapitalisasi Pasar Modal Tembus Rp 3.598 Triliun 
http://finance.detik.com/read/2011/07/19/111129/1684153/6/kapitalisasi-pasar-modal-tembus-rp-3598-triliun

CPIN 1H NET PROFIT MAY RISE 52% TO IDR1.43 TRILLION FROM IDR942 BILLION A YEAR EARLIER DUE TO HIGHER SALES.

AUTO 1H NET PROFIT MAY RISE TO IDR720 BILLION, UP 27% FROM IDR569 BILLION A YEAR EARLIER ON HIGHER SALES.

REMINDER: DEWA.JK : CITIGROUP raise the ranking of PT Darma Henwa Tbk (DEWA.JK) from “Neutral” to “Outperform”. Our target price is Rp 205 from the previous Rp 165.

Price fair share based on discounted cash flow method (discounted cash flow / DCF), with a small debt ratio and good prospects in Q3-Q4 2011, we predict up to FY2011 earnings per share reached Rp25 per share.

DEWA traded at PBV 0.77, PER 8.8x, DER 0.2 is more attractive and cheap than BUMI.JK (PER 21x), BYAN.JK (PER 30.5x), ITMG.JK (16.28x PER), PTBA.JK (16x), BORN.JK (14.7x) and DOID.JK (PER 10x and 25.4x DER)

REMINDER:::::27 Juli  Cum Panorama Sentra Wisata 1,07, BUMI RP 41,78,  cum dev SMGR RP 248,26, cum dev PTRO  1195,5

REMINDER:  PT Intraco Penta, Tbk (INTA) recorded a 164.4% jump in net income during the first quarter of this year on the back of robust sales of heavy equipment. 

Indonesia Has More Than 50% Chance of Rating Upgrade in a Year

RUPS BBCA : menyetujui div Rp 112.5 per lbr, sebelumnya div interim Rp 42.5 sehingga sisa div sebesar Rp 70 per lbr.

REMINDER::: TP BSDE fr CIMB idr 1.250

Heard on the street: BMRI may be looking at opprtunity to buy a stake in Tifa Finance in efforts to expand its business. So far, only BMRI BBNI and BBRI that don't have leasing unit. BDMN has Adira Finance BBCA has BCA Finance.

BLOOMBERG: *FITCH SAYS INDONESIA HAS `HIGHER PROSPECTS' ON INVESTMENT GRADE *INDONESIA CHANCES FOR INVESTMENT GRADE AHEAD OF PHILS. BETTER

Bloomberg: Palm Oil Gains as Much as 0.7% to 3,098 Ringgit a Metric Ton

Flash Review News AABN - Indonesia's car sales in June rose

to 70,157 units from 61,055 units in May. Domestic motorcycle sales in June fell to 658,817 units

from 706,293 units in May.

Rally May Stall For Indonesia Stocks

http://news.ino.com/headlines/?newsid=71820111453

Bloomberg: CIMB Falls on Concern of Indonesia Bank Ownership Limit Plan

Bloomberg: Adhi Karya Posts First-Half Net Income of 21.6 Billion Rupiah

Bloomberg: Indonesia’s Rupiah Advances as Global Investors Purchase Assets

RUMOR PASAR

Hedge Fund Masuk UNSP

BEBERAPA hedge fund lokal maupun asing disebut-sebut sedang berburu saham PT Bakrie Sumatra Plantations Tbk (UNSP). UNSP dinilai memiliki fundamental yang kuat dan harganya masih murah. Seiring membaiknya saham-saham Grup Bakrie, UNSP dan BUMI kini menjadi incaran. Kemarin, UNSP stagnan di posisi Rp 215

Rekomendasi Saham

IHSG Siap Tinggalkan Rekor Tertinggi 

http://finance.detik.com/read/2011/07/19/074218/1683970/6/ihsg-siap-tinggalkan-rekor-tertinggi

Inilah Menu Saham Pilihan Selasa (19/7)

http://pasarmodal.inilah.com/read/detail/1712382/inilah-menu-saham-pilihan-selasa-197

Awas! IHSG Terancam Koreksi

http://pasarmodal.inilah.com/read/detail/1713102/awas-ihsg-terancam-koreksi

Penjualan Otomotif Naik, Saham ASII Jadi Ciamik

http://pasarmodal.inilah.com/read/detail/1711772/penjualan-otomotif-naik-saham-asii-jadi-ciamik

Akuisisi MOPU, Laba RUIS akan Meningkat

http://pasarmodal.inilah.com/read/detail/1712332/akuisisi-mopu-laba-ruis-akan-meningkat

Berau Coal Komit Terapkan Rescue Program

http://pasarmodal.inilah.com/read/detail/1712572/berau-coal-komit-terapkan-rescue-program

UNTR Dapat Andalkan Batubara Mulai 2013

http://pasarmodal.inilah.com/read/detail/1712412/untr-dapat-andalkan-batubara-mulai-2013

Bursa Asia Didominasi Koreksi

http://pasarmodal.inilah.com/read/detail/1713022/bursa-asia-didominasi-koreksi

Inilah Strategi Trading Saham Versi Astronacci

http://pasarmodal.inilah.com/read/detail/1711602/inilah-strategi-trading-saham-versi-astronacci

Bisnis Melonjak, PUDP Diminati Asing

http://pasarmodal.inilah.com/read/detail/1712862/bisnis-melonjak-pudp-diminati-asing

Fundamental Baik, Saham UNSP Masih Murah

http://pasarmodal.inilah.com/read/detail/1713032/fundamental-baik-saham-unsp-masih-murah

Saham PTBA Siap Balik Arah Menguat

http://pasarmodal.inilah.com/read/detail/1712222/saham-ptba-siap-balik-arah-menguat

Laba Adhi Karya Turun Tipis Jadi Rp 21,6 Miliar 

http://finance.detik.com/read/2011/07/19/064800/1683919/6/laba-adhi-karya-turun-tipis-jadi-rp-216-miliar

Tumbuh 63%, BTPN Raup Laba Rp 585 Miliar 

http://finance.detik.com/read/2011/07/19/062814/1683916/5/tumbuh-63-btpn-raup-laba-rp-585-miliar

ELSA incar kontrak baru US$ 30 juta

http://investasi.kontan.co.id/v2/read/1311033600/73157/ELSA-incar-kontrak-baru-US-30-juta

Beban naik, TRUB merugi Rp 55 miliar di 2010

http://investasi.kontan.co.id/v2/read/1311034200/73158/Beban-naik-TRUB-merugi-Rp-55-miliar-di-2010

Harga emas mencapai US$$1.607,90 per ounce

http://www.bisnis.com/market/saham/31698-harga-emas-mencapai-us160790-per-ounce

Stocks came off session lows, but still finished sharply lower Monday, as bank stocks slumped amid ongoing macroeconomic concerns and ahead of a big earnings week.

Dow.      12385.16.  -94.57.  -0.76%

Nasdaq.  2765.11.  -24.69.  -0.88%

S&P 500. 1305.44.  -10.70.  -0.81%

FTSE.      5752.81.  -90.85.  -1.55%

Dax.        7107.92.  -112.20 -1.55%

CAC40.    3650.71.  -75.88.  -2.04%.  Oil.            96.15.  +0.22.  +0.23%

Gold.      1604.900 +2.500. +0.16%