Friday, July 29, 2011

Day Trading Do's And Don'ts: What Does it Take To be a Profitable Day Trader

The chaotic image of the stock market is a popular one in movies, television and even on cartoons.

Close your eyes and you can probably picture the scene really well: the clanging bells, the urgent shouts of buy, buy, buy or sell, sell, sell, and people milling around on the crowded floor, waving sheets of paper and motioning to people on the level above them.

Monitors flash information and every new bit of data sends the crowd into a new flurry of frenzied motion. A bell rings and everybody files out, trading is now done for the day, but they will all be trudging back in to do the same thing the next day.

Read More: http://www.goodpennystocks.org/day-trading-dos-and-donts-what-does-it-take-to-be-a-profitable-day-trader-part-1

Day Trading Do’s And Don’ts: What Does it Take To be a Profitable Day Trader (Part 1) http://www.goodpennystocks.org/day-trading-dos-and-donts-what-does-it-take-to-be-a-profitable-day-trader-part-1

Day Trading Do’s And Don’ts: What Does it Take To be a Profitable Day Trader (Part 2) http://www.goodpennystocks.org/day-trading-dos-and-donts-what-does-it-take-to-be-a-profitable-day-trader-part-2/

Day Trading Do’s And Don’ts: What Does it Take To be a Profitable Day Trader (Part 3) http://www.goodpennystocks.org/day-trading-dos-and-donts-what-does-it-take-to-be-a-profitable-day-trader-part-3

Day Trading Do’s And Don’ts: What Does it Take To be a Profitable Day Trader (Part 4)
http://www.goodpennystocks.org/day-trading-dos-and-donts-what-does-it-take-to-be-a-profitable-day-trader-part-4

Day Trading Do’s And Don’ts: What Does it Take To be a Profitable Day Trader (Part 5) http://www.goodpennystocks.org/day-trading-dos-and-donts-what-does-it-take-to-be-a-profitable-day-trader-part-4

Day Trading Do’s And Don’ts: What Does it Take To be a Profitable Day Trader (Part 6) http://www.goodpennystocks.org/day-trading-dos-and-donts-what-does-it-take-to-be-a-profitable-day-trader-part-4

Day Trading Do’s And Don’ts: What Does it Take To be a Profitable Day Trader (Part 7) http://www.goodpennystocks.org/day-trading-dos-and-donts-what-does-it-take-to-be-a-profitable-day-trader-part-7

Day Trading Do’s And Don’ts (Part 8-14)
http://www.goodpennystocks.org/day-trading-dos-and-donts-what-does-it-take-to-be-a-profitable-day-trader-part-8

Laporan & Rumor Saham Indonesia 29-07 (Refresh): Close All HITSAHAM Buy Position Ahead of New Moon (28-29/07)

Meski Asing Net Buy, IHSG Tetap Turun 0,36%
http://pasarmodal.inilah.com/read/detail/1749052/meski-asing-net-buy-ihsg-tetap-turun-036

Kinerja Positif Emiten Tak Mampu 'Ceriakan' IHSG. foreign net buy Rp 274,897 miliar
http://finance.detik.com/read/2011/07/29/160534/1692488/6/kinerja-positif-emiten-tak-mampu-ceriakan-ihsg

Capital Inflow Tahan Koreksi IHSG Lebih Lanjut
http://pasarmodal.inilah.com/read/detail/1748962/capital-inflow-tahan-koreksi-ihsg-lebih-lanjut

Intraco Penta Bukukan Laba Rp 61 Miliar, Melesat 96% 
http://finance.detik.com/read/2011/07/29/163345/1692507/6/intraco-penta-bukukan-laba-rp-61-miliar-melesat-96
 

Bloomberg: Telkom Indonesia 1H Profit Falls 1.5% Y/y to 5.94t Rupiah

Bloomberg: *S&P AFFIRMS 'B' RATING ON PT GAJAH TUNGGAL; OFF WATCH NEG

Bloomberg: Gudang Garam First-Half Net Income Rises to 2.29 Trillion Rupiah

Bloomberg: Cowell Rises Most in More Than Three Years as Net Income Surges

Produksi Batubara Adaro hingga 12,21 Juta ton
http://pasarmodal.inilah.com/read/detail/1748822/produksi-batubara-adaro-hingga-1221-juta-ton

Meski catatkan kenaikan laba bersih, aksi jual melanda saham GGRM
http://investasi.kontan.co.id/v2/read/1311924795/74140/Meski-catatkan-kenaikan-laba-bersih-aksi-jual-melanda-saham-GGRM-

Kian tertekan, saham GIAA alami penurunan terbesar dalam lima bulan terakhir
http://investasi.kontan.co.id/v2/read/1311925090/74142/Kian-tertekan-saham-GIAA-alami-penurunan-terbesar-dalam-lima-bulan-terakhir

Laba bersih naik 11 kali lipat, saham COWL membumbung 35%
http://investasi.kontan.co.id/v2/read/1311925641/74145/Laba-bersih-naik-11-kali-lipat-saham-COWL-membumbung-35

Laba bersih terkikis, harga saham TLKM naik tipis
http://investasi.kontan.co.id/v2/read/1311926011/74147/Laba-bersih-terkikis-harga-saham-TLKM-naik-tipis

Ekspansi ke Sulteng, INCO Siap Gelontorkan US$ 500 Juta 
http://finance.detik.com/read/2011/07/29/150959/1692421/6/ekspansi-ke-sulteng-inco-siap-gelontorkan-us--500-juta

Indomobil Hasilkan Laba Rp 551 Miliar di Semester Pertama
http://finance.detik.com/read/2011/07/29/141843/1692343/6/indomobil-hasilkan-laba-rp-551-miliar-di-semester-pertama

Truba Masih Garap 4 Proyek hingga Akhir Tahun
http://pasarmodal.inilah.com/read/detail/1748522/truba-masih-garap-4-proyek-hingga-akhir-tahun

Rugi Bersih Indosiar Capai Rp15,20 Miliar
http://pasarmodal.inilah.com/read/detail/1748572/rugi-bersih-indosiar-capai-rp1520-miliar

Laba TRST Capai Rp120,9 M Terdongkrak Penjualan
http://pasarmodal.inilah.com/read/detail/1748662/laba-trst-capai-rp1209-m-terdongkrak-penjualan


29 Juli  Rups Trub, Mitra International Resources

Terpangkas 36 Poin, IHSG Hampir Tinggalkan 4.100 
http://finance.detik.com/read/2011/07/29/113443/1692140/6/terpangkas-36-poin-ihsg-hampir-tinggalkan-4100

Terimbas Regional, IHSG Sesi I Ditutup Merah. net foreign buy Rp95,5 miliar.
http://pasarmodal.inilah.com/read/detail/1747872/terimbas-regional-ihsg-sesi-i-ditutup-merah

IHSG Terus Terkoreksi, Sebaiknya Profit Taking
http://pasarmodal.inilah.com/read/detail/1747832/ihsg-terus-terkoreksi-sebaiknya-profit-taking

Naik 3,24%, Bank Mega Bukukan Laba Rp431,37 M
http://pasarmodal.inilah.com/read/detail/1747702/naik-324-bank-mega-bukukan-laba-rp43137-m

Produsen Bir Bintang Tenggak Laba Rp 246 Miliar 
http://finance.detik.com/read/2011/07/29/111939/1692124/6/produsen-bir-bintang-tenggak-laba-rp-246-miliar

Merugi hingga 205%, saham GIAA ikut terpojok
http://investasi.kontan.co.id/v2/read/1311911448/74119/Merugi-hingga-205-saham-GIAA-ikut-terpojok


ENRG Bukukan Laba Rp34 Miliar
http://pasarmodal.inilah.com/read/detail/1747462/enrg-bukukan-laba-rp34-miliar

Agung Podomoro Tawarkan Kupon Obligasi 9,5-11,5%
http://pasarmodal.inilah.com/read/detail/1747512/agung-podomoro-tawarkan-kupon-obligasi-95-115


Bloomberg: Borneo Lumbung Gains Most in Four Months as Net Income Surges

Bloomberg: Palm Oil Falls as Much as 0.6% to 3,096 Ringgit a Metric Ton

Bloomberg: Tata Power Mundra Unit Gets Indonesian Coal: Business Line Link

Bloomberg: Bank Mandiri PT Raised to 9,300 Rupiah vs 8,100 Rupiah at HSBC

Bloomberg: Indocement’s First-Half Net Income Rises to 1.72 Trillion Rupiah

Bloomberg: Adaro Energy Reports Higher Coal Sales, Output in Second Quarter

Bloomberg: Unilever Indonesia Raised to 'Overweight' at JPMorgan

Adaro, Astra, Bank Rakyat, Indocement: Indonesia Equity Preview

Indonesia’s Coal-Export Ban May Deter Investments, Mulyono Says

Inilah Rekomendasi Saham Pilihan Jumat (29/7)
http://pasarmodal.inilah.com/read/detail/1746532/inilah-rekomendasi-saham-pilihan-jumat-297

IHSG Hari Ini Masih Dibayangi Tekanan Jual

Rekomendasi Saham
IHSG Ikuti Stagnan Menunggu Voting Utang AS 

Naik 15,15%, XL Raup Laba Rp1,52 Triliun

Laba di Atas Estimasi, Hold Saham ASII

Laba Bersih Intiland Turun 45,6%

BRI Kantongi Laba Bersih Rp6,79 Triliun

Laba Borneo Lumbung Energi Melesat 3904% 

Laba Tumbuh, Investor Akumulasi LAMI?

Bursa Asia Kembali Turun Terkait Ketidakpastian Utang AS 

Asing Tambah Kepemilikan, PNBN Menuju Rp 1.500?

INDF Mantap Menuju Rp7.500 Sebelum Lebaran

Saham Citatah Dibidik Investor Italia

Sekuritas Asing Targetkan Harga BMTR di 1.000

Anak usaha ASGR bentuk usaha patungan senilai US$ 2 juta

Pendapatan naik, laba bersih JSMR tumbuh 16% di semester I

Paruh pertama 2011, laba bersih SMSM naik 35,57%

Semester I, laba bersih HMSP naik 31% menjadi Rp 3,792 triliun

Beban stabil, laba bersih MNCN di semester pertama naik 33%

CPO bisa anjlok ke US$ 952

TBLA: Laba bersih di semester dua akan tumbuh di atas 200%

AKSI KORPORASI BDMN
Menebalkan modal sebelum kerek kredit

KINERJA EMITEN
Lampaui target, laba bersih BUDI menanjak 318%

Pertumbuhan kredit naik, saham BMRI bergerak volatil

Thursday, July 28, 2011

Laporan & Rumor Saham Indonesia 28-07 (Refresh)

Agenda Agustus
01 Agustus  Cum dev MFIN  30
02 Agustus  DUTA GRAHA INDAH DIVIDEND
03 Agustus  Cum dev TSPC 40, cum dev esti 1, rups BKSL, cum dev FISH 10
04 Agustus
05 Agustus  cum dev KREN 9,05, rups Indo Setu Bara (CPDW)
08 Agustus  FIRST MEDIA RUPSLB, Rups SIMA ,cum bonus INVS 5:2
09 Agustus  Cum dev Unsp, FOMC
10 Agustus  Rups CMNP
12 Agustus  Rups Alakasa Industri,  ALUMINDO LIGHT METAL DIVIDEND, RP 70 CUM
15 Agustus  Cum dev Plaza Indonesia 2,5,  cum clpi 27,8, Rupslb CNKO
18 Agustus  Rups INCF, Elty
19 Agustus  RUPSLB SAIP, kren,
22 Agustus  Cum dev Lppf 14,0,  rupslb BDMN, rups lppf,  NUSANTARA INFRASTRUCTURE RUPSLB, cum dev AKRA 200
23 Agustus  Rupslb ERTX, CNTX, BRMS,  BUMI RESOURCES RUPSLB,
24 Agustus  Rups BDMN
25 Agustus  cum Dev KREN 9,05
26 Agustus  Rupslb BIPI


Wow! Laba Bersih Kimia Farma Melesat 112,78%
http://pasarmodal.inilah.com/read/detail/1745072/wow-laba-bersih-kimia-farma-melesat-11278

Semen Gresik Raup Laba Bersih Rp1,89 Triliun
http://pasarmodal.inilah.com/read/detail/1745102/semen-gresik-raup-laba-bersih-rp189-triliun

Pendapatan Naik, Laba MIDI Jadi Rp7,12 Miliar
http://pasarmodal.inilah.com/read/detail/1745002/pendapatan-naik-laba-midi-jadi-rp712-miliar

Pendapatan naik, laba bersih SMRA tumbuh 52% di semester I
http://investasi.kontan.co.id/v2/read/1311841085/74053/Pendapatan-naik-laba-bersih-SMRA-tumbuh-52-di-semester-I

LONDON (Dow Jones)--Monitise PLC (MONI.LN), a technology company delivering mobile banking, payments and commerce networks worldwide, said Thursday Monitise Asia Pacific plans to launch mobile banking, payments and commerce services in Indonesia via a new joint venture with PT Astra Graphia
Information Technology, or AGIT.

JAKARTA. Sahamm PT Semen Gresik (SMGR) anjlok dalam sore ini. Pada pukul 15.34, saham SMGR tercatat turun 4,5% menjadi Rp 9.550. Penurunan saham produsen semen ini terjadi seiring dirilisnya kinerja SMGR. Berdasarkan data di Keterbukaan Informasi BEI, laba bersih SMGR pada semester I 2011 naik 14,7% menjadi Rp 1,87 triliun. Sekadar informasi, laba bersih SMGR pada periode yang sama tahun lalu hanya sebesar Rp 1,63 triliun. Sementara itu, tingkat penjualan SMGR naik menjadi Rp 7,61 triliun dari posisi tahun lalu sebesar Rp 6,66 triliun.

REMINDER::: CIMB initiate coverage Salim Ivomas (SIMP) pada rating OUTPERFORM dengan target harga Rp1860 atau 9.6 PER vs sector average 13.7x PER. SIMP memiliki 3yr earning CAGR 26% dengan bisnis gula tebu. Target harga kami Rp1860 sekitar 14x PER, sejalan dengan Indofood Agri.

Rumor: Result INDF 1H2011 Net Profits jumps 132%. RX Upgrade INDF target price to Rp7,800.

PT SIMP is an undervalued CPO-related stock in Indonesia, trading at a forward
P/E of only 9.6x vs. the regional sector’s average P/E of 13.7x. This is unjustified in view of its large capitalisation among Indonesia-listed planters and a strong 3-year earnings CAGR of 26%. We believe the market has overlooked the group’s wellintegrated palm-oil business and potential earnings accretion from its sugar business. Our target price of Rp1,860 is based on 14x forward P/E, in line with the historical valuations of its parent Indofood Agri. Potential upside is 45% from current levels, with catalysts expected from increased brokers’ coverage of the stock, higherthan-expected production, better CPO, sugar & rubber prices and M&A possibilities.

VRNA melaporkan, laba bersih semester I naik 68% dibanding periode yang sama tahun lalu menjadi Rp 15,78 miliar.

Tunas Baru Lampung 1H Net Profit May Rise By 173% To IDR350 bln From IDR128 Bln; EPS IDR148; NOW TRADES AT 4.79X 2011 EARNINGS VS 14X INDUSTRIAL AVERAGE;  TARGET IDR2,072 ON INDUSTRIAL P/E AVERAGE

Radian Intrensinco (RUIS) 1H Net Profit Rises By 80% to IDR11.9 Bln Vs IDR6.6 Bln - Source

BTEL rampungkan akuisisi perusahaan 4G di kuartal ketiga 2011
http://investasi.kontan.co.id/v2/read/1311831360/74027/BTEL-rampungkan-akuisisi-perusahaan-4G-di-kuartal-ketiga-2011

ADB: Semester I 2011, performa pasar saham Indonesia terbaik di Asia
http://investasi.kontan.co.id/v2/read/1311836523/74041/ADB-Semester-I-2011-performa-pasar-saham-Indonesia-terbaik-di-Asia

Laba bersih melambung 68%, saham VRNA catat rekor baru
http://investasi.kontan.co.id/v2/read/1311837155/74045/Laba-bersih-melambung-68-saham-VRNA-catat-rekor-baru

Dorab Mistry: CPO bisa jatuh ke level RM 2.800 pada September 2011
http://investasi.kontan.co.id/v2/read/1311837894/74048/Dorab-Mistry-CPO-bisa-jatuh-ke-level-RM-2.800-pada-September-2011

UNTR Dapat Andalkan Batubara Mulai 2013
http://pasarmodal.inilah.com/read/detail/1712412/untr-dapat-andalkan-batubara-mulai-2013

BSD Raup Penjualan Rp1,7 Triliun per Juli 2011
http://pasarmodal.inilah.com/read/detail/1743872/bsd-raup-penjualan-rp17-triliun-per-juli-2011

Sesi Dua, Cermati Saham Lapis Dua
http://pasarmodal.inilah.com/read/detail/1743972/sesi-dua-cermati-saham-lapis-dua

Bapepam Tunda Ijin IPO Visi Media & Minna Padi
http://pasarmodal.inilah.com/read/detail/1665802/bapepam-tunda-ijin-ipo-visi-media-minna-padi


1st session on JCI 28.07.11
@ 4,138.516 (-35.596pts) (-0.85%)
H: 4,172.248 ; L: 4,122.001
Value: 2.60 T (NG 291 B )
Volume: 2.68 B (NG 155 M )
Foreign Nett Buy: 17 B

5 most active stocks by value:
ASII @ 72,050 (-3.93%)
ADRO @ 2,650 (+1.92%)
KRAS @ 1,120 (-1.75%)
BBRI @ 6,800 (-1.45%)
BMRI @ 7,900 (-1.86%)

5 most active stocks by volume:
BNBR @ 72 (-1.37%)
KRAS @ 1,120 (-1.75%)
ENRG @ 250 (0.00%)
DEWA @ 122 (0.00%)
ELTY @ 168 (-1.75%)

5 most up:
GTBO @ 158 (+21.54%)
MTFN @ 465 (+19.23%)
DART @ 235 (+14.63%)
LAMI @ 255 (+10.87%)
IATA @ 55 (+10.00%)

5 most down:
KONI @ 230 (-16.36%)
GSMF @ 112 (-11.81%)
BAPA @ 168 (-7.69%)
YULE @ 67 (-6.94%)
DPNS @ 550 (-6.78%)

5 Leading Movers:
UNVR @ 15,500 (+2.23%)
ADRO @ 2,650 (+1.87%)
PNBN @ 950 (+1.39%)
CPIN @ 2,825 (+0.95%)
BNII @ 560 (+0.65%)

5 Lagging Movers:
ASII @ 72,050 (-13.9%)
BBCA @ 8,150 (-5.70%)
BMRI @ 7,900 (-4.05%)
BBRI @ 6,800 (-2.85%)
UNTR @ 27,050 (-2.83%)
Rgds, Nadya Isnaeni Data administrator Research Dept BNI Securities


Indonesia Stocks: Bakrie Sumatera, Bank Bukopin, Medco Energi
http://www.bloomberg.com/news/2011-07-28/indonesia-stocks-bakrie-sumatera-bank-bukopin-medco-energi.html

Ditekan Regional, IHSG Sesi I Berakhir Merah. net foreign buy Rp16,99 miliar.
http://pasarmodal.inilah.com/read/detail/1744012/ditekan-regional-ihsg-sesi-i-berakhir-merah

Koreksi Saham Blue Chip Pangkas IHSG 35 Poin 
http://finance.detik.com/read/2011/07/28/120801/1691316/6/koreksi-saham-blue-chip-pangkas-ihsg-35-poin

BSD Raup Penjualan Rp1,7 Triliun per Juli 2011
http://pasarmodal.inilah.com/read/detail/1743872/bsd-raup-penjualan-rp17-triliun-per-juli-2011

Sesi Dua, Cermati Saham Lapis Dua
http://pasarmodal.inilah.com/read/detail/1743972/sesi-dua-cermati-saham-lapis-dua

Beban Penjualan Tinggi, Laba Astra Otoparts Tergerus 12% 
http://finance.detik.com/read/2011/07/28/121450/1691324/6/beban-penjualan-tinggi-laba-astra-otoparts-tergerus-12


Bakrie & Brothers, Garuda, Jasa Marga: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-07-28/bakrie-brothers-garuda-jasa-marga-indonesia-equity-preview.html


JAKARTA (Dow Jones)--Indonesia's consumer price index for July is expected to   rise by less than 1.0% from a month earlier, the head of the national statistics agency Rusman Heriawan told reporters Thursday. "Meanwhile, on-year inflation for July could be less than 5.0%," Heriawan said without elaborating. Indonesia's consumer price index rose 5.54% in June from a year earlier. 

Laba Bersih Elnusa Naik 79,23%
http://pasarmodal.inilah.com/read/detail/1743412/laba-bersih-elnusa-naik-7923

Optimistis Raup Dana, 'Speculative Buy ' BNBR
http://pasarmodal.inilah.com/read/detail/1743632/optimistis-raup-dana-speculative-buy-bnbr

Laba Sesuai Estimasi, Buy Saham JSMR
http://pasarmodal.inilah.com/read/detail/1743602/laba-sesuai-estimasi-buy-saham-jsmr

Kinerja di Atas Estimasi, Hold UNTR
http://pasarmodal.inilah.com/read/detail/1743532/kinerja-di-atas-estimasi-hold-untr

Saham-saham 'Second Liner' Bakal Melemah Hari Ini
http://pasarmodal.inilah.com/read/detail/1743512/saham-saham-second-liner-bakal-melemah-hari-ini

Laba naik 51%, saham BBKP mencetak rekor tertinggi
http://investasi.kontan.co.id/v2/read/1311823973/74006/Laba-naik-51-saham-BBKP-mencetak-rekor-tertinggi

SDPC teken perjanjian distribusi obat dengan Nulab Pharmaceutical
http://investasi.kontan.co.id/v2/read/1311827825/74015/SDPC-teken-perjanjian-distribusi-obat-dengan-Nulab-Pharmaceutical-

Semester I, UNTR Catat Laba Rp2,54 T
http://economy.okezone.com/read/2011/07/28/278/485218/semester-i-untr-catat-laba-rp2-54-t

ALMI'S IDR70 PER SHARE DIVIDEND IS EQUAL WITH 4.9% YIELD. FIRST HALF NET PROFIT COULD RISE BY 270% TO IDR62 BILLION; ALMI NOW TRADES AT A 20% DISCOUNT TO ITA IDR1726 NAVs and IDR 1800 FAIR VALUE ON SIMPLE DCF. IT IS A BUY AT ANY LEVELS

CMNP.JK ----Capital increase without Preemptive Rights PT Citra Marga Nusaphala Persada Tbk (CMNP) at Rp1560

Prospek peringkat Indosat positif
http://www.bisnis.com/market/saham/33067-prospek-peringkat-indosat-positif


28 Juli  Rups SONA, CKRA, FAST, Cum Dev PANR 1,07
29 Juli  Rups Trub, Mitra International Resources


Bloomberg: Bank Bukopin Gains to Record After First-Half Net Income Rises

Kinerja gemilang, saham MBTO bermain lincah di area positif
http://investasi.kontan.co.id/v2/read/1311822971/74001/Kinerja-gemilang-saham-MBTO-bermain-lincah-di-area-positif

Beban bunga melonjak, saham INDS bergerak liar
http://investasi.kontan.co.id/v2/read/1311822481/73999/Beban-bunga-melonjak-saham-INDS-bergerak-liar

Semester pertama, gerai MAPI bertambah 77 unit
http://investasi.kontan.co.id/v2/read/1311820965/73992/Semester-pertama-gerai-MAPI-bertambah-77-unit

Sinarmas Land dan Gramedia Bangun Hall di BSD City
http://pasarmodal.inilah.com/read/detail/1743352/sinarmas-land-dan-gramedia-bangun-hall-di-bsd-city

POLY 1H NET PROFIT IDR820 BILLION VS IDR244.944 BILLION; UP 236%

REMINDER::: laba bersih bbkp 337.399 vs 223.796


Lapkeu rilis hari ini : SCMA lonjak 82% menjadi Rp383 miliar, AUTO turun 13% menjadi Rp525 miliar, EPMT naik tipis 13% menjadi Rp112 miliar, PJAA lonjak 58% menjadi Rp78 miliar, ELSA lonjak 77% menjadi Rp48 miliar, JSMR naik 16% Rp750 miliar, BBKP lonjak 50,8% menjadi Rp337 miliar, JPRS turun 23% menjadi Rp30 miliar,SMRA lonjak 53% menjadi Rp155 miliar, UNTR naik 34% menjadi Rp2,5 triliun

Bloomberg: Palm Oil Falls as Much as 0.6% to 3,110 Ringgit a Metric Ton

Bloomberg: Palm Oil Falls as Much as 0.6% to 3,110 Ringgit a Metric Ton

BLOOMBERG: *ADB: ASIA INFLATION SPURRED BY DEMAND, COMMODITIES, FUND FLOWS *ADB: CHINA GROWTH SUGGESTS TIGHTENING HAS YET TO IMPACT ECONOMY. *CHINA LIKELY TO KEEP TIGHTENING MONETARY POLICY. *ASIA FACES RISING PRICE PRESSURE EVEN AS GROWTH SLOWS. *ADB MAY CUT 7.9% GROWTH FORECAST FOR EMERGING EAST ASIA IN 2011

Bloomberg: Palm Oil May Drop to 2,800 Ringgit on Supplies, Mistry Says

Bloomberg: Franklin Favors Bonds of Korea, Indonesia on Currency Gains

Bloomberg: Astra Otoparts Receives 430 Billion Rupiah of Loans, Daily Says

Bloomberg: Bakrie May Raise $200-$300M for Infrastructure Projects: Daily

BLOOMBERG: *GARUDA INDONESIA'S FLIGHTS OPERATE NORMALLY, SPOKESMAN SAYS

Inilah Menu Saham Pilihan Kamis (28/7)
http://pasarmodal.inilah.com/read/detail/1742392/inilah-menu-saham-pilihan-kamis-287

Rekomendasi Saham
Bursa Global Berjatuhan, IHSG Terancam 
http://finance.detik.com/read/2011/07/28/073759/1691004/6/bursa-global-berjatuhan-ihsg-terancam

Dibidik Saratoga, ELSA Bakal Diburu
http://pasarmodal.inilah.com/read/detail/1743032/dibidik-saratoga-elsa-bakal-diburu

BUMI dalam Tekanan, Profit Taking Saja!
http://pasarmodal.inilah.com/read/detail/1742242/bumi-dalam-tekanan-profit-taking-saja

BUMI Laporkan Kinerja Sem-I Terakhir 31 Agustus
http://pasarmodal.inilah.com/read/detail/1742302/bumi-laporkan-kinerja-sem-i-terakhir-31-agustus

Perkuat Sektor Properti, PTPP Akuisisi PT GSN
http://pasarmodal.inilah.com/read/detail/1742112/perkuat-sektor-properti-ptpp-akuisisi-pt-gsn

Kekhawatiran Utang Meningkat, Bursa Asia Terseret
http://pasarmodal.inilah.com/read/detail/1742972/kekhawatiran-utang-meningkat-bursa-asia-terseret

Pendapatan TOWR Kurangi Beban Keuangan
http://pasarmodal.inilah.com/read/detail/1742422/pendapatan-towr-kurangi-beban-keuangan

BNBR optimistis himpun US$ 300 juta
http://investasi.kontan.co.id/v2/read/1311819300/73986/BNBR-optimistis-himpun-US-300-juta

TBLA pakai kas internal untuk capex
http://investasi.kontan.co.id/v2/read/1311813218/73973/TBLA-pakai-kas-internal-untuk-capex

Pasar dilingkupi sentimen negatif, harga minyak ditransaksikan melorot
http://investasi.kontan.co.id/v2/read/1311812922/73972/Pasar-dilingkupi-sentimen-negatif-harga-minyak-ditransaksikan-melorot

ENRG ( New TP 360, by CC )
Inpex Corp has finally decided to sell 30% stake in the gas-rich Masela project to Shell. Although we have foreseen this would happen, we do not expect this to happen soon. Latest data showed that average acquisition price for upstream M&A was around US$1.0-2.0/boe, which is higher than the acquisition price of Masela by Energi Mega Persada (ENRG) US$0.3/boe. The inclusion of Shell in the project will not only improve project feasibility (i.e., Shell has strong financial capacity and upstream expertise), but also elevate ENRG’s value in Masela. Assuming acquisition price of US$1-2/boe and ENRG’s Masela acquisition price of Rp23.5/share, we estimate an upside in ENRG value by Rp73-147/share. Using the mid-price of US$1.5/boe, we arrived at our new TP of Rp360/share

Indonesia Loan Growth to Exceed Central Bank Forecast, BCA Says
2011-07-27 23:00:00.5 GMT
By Novrida Manurung
   July 28 (Bloomberg) -- Indonesia’s loan growth will probably surpass the central bank’s estimate this year as low interest rates help drive demand in Southeast Asia’s biggest economy, the nation’s largest lender said.  Commercial lending may rise as much as 25 percent, more than last year’s 23 percent growth and higher than Bank Indonesia’s 2011 estimate of 24 percent, as slowing consumer prices allow policy makers to hold borrowing costs at a near-record low, PT Bank Central Asia President Director Jahja Setiaatmadja said in his first interview since being named to the position in June.

Toll road operator PT Jasa Marga Tbk (JSMR) today reported a 16.05% increase in net profit for the first 6 months of this year on the back of higher operating revenue. The state-controlled toll road operator booked Rp751.58 billion net profit in 1H 2011 from Rp647.64 billion in 1H 2010.Operating profit increased 12.84% to Rp1.23 trillion from Rp1.09 trillion. However, the company's operating margin slightly increased to 52.12% from 51.90%. Jasa Marga's operating revenue grew 12.38% to Rp2.36 trillion from Rp2.10 trillion.

Property developer PT Jababeka Tbk (KIJA) is seeking US$310 million financing to underpin its business expansion and refinance debt this year. Jababeka President Director Setyono Djuandi Darmono, as quoted by Bisnis Indonesia today, said the financing is consisting of US$160 million for land acquisition, US$110 million to develop infrastructure facilities in industrial estate, Cikarang, and US$40 million to refinance debt to CIMB Niaga."We are exploring options of bond issuance, rights issue, and combination of both," he said. To develop infrastructure facilities, he said Jababeka needs financing to accomplish power plant of Bekasi Power and Cikarang Dry Port. The company is scouting 400 hectares of land acquisition.Jababeka has officially mandated PT Danareksa Sekuritas as financial adv

 JAKARTA. Ternyata PT Krakatau Steel Tbk (KRAS) masih terus mencari pinjaman untuk membangun pabrik besi dengan tanur tinggi. Kali ini KRAS tengah menjajaki pinjaman dari institusi keuangan asal Eropa. Direktur Keuangan KRAS Sukandar menyebutkan, emiten ini sedang melakukan pembicaraan dengan beberapa bank asal Benua Biru. "Ya akhirnya kami juga lakukan pembicaraan dengan pihak lain, yaitu dari Eropa," kata dia, Senin (25/7).  Selama ini KRAS sudah melakukan penjajakan untuk mendapat pinjaman dari sejumlah bank asal China. Sukandar menuturkan KRAS masih melakukan pembicaraan dengan beberapa bank asal Negeri Tembok Raksasa.

Stocks ended sharply lower Wednesday, following a Fed report that said pace of economic growth moderated in many districts and amid growing uncertainty over the ongoing debt talks in Washington.

Dow.      12302.55.  -198.75.-1.59%
Nasdaq.  2764.79.  -75.17.  -2.65%
S&P 500. 1304.89.  -27.05.  -2.03%
FTSE.      5856.58.  -73.15.  -1.23%
Dax.        7252.68.  -96.77.  -1.32%
CAC40.    3734.07.  -53.81.  -1.42%.  Oil.            97.24.    -2.35.    -2.36%
Gold.      1616.500. -2.800.  -0.17%
Rupiah.  8490
Euro.      1.4376

TLKM.  34.76.+0.10+0.29%.Rp7378  ISAT.    31.92. -0.33 -1.02%. Rp5420
BumiPLC 1120.000 +25.000+2.283%
EIDO.        34.210.  +0.100. +0.293%
Timah.      28600.  +240.    +0.85%.  Nickel.      24300.  +250.    +1.04%

CPOSep3130RM+11RM+0.35%$1064

Wednesday, July 27, 2011

27/07. How Long Can You Go, IHSG? Saham Movers Shakers, 17.30-19.30 WIB. Rerun 22.00 & 07.30 (28/07) wib, MNC Business Channel Indovision Ch 95/ Okevision TV & Top TV Ch 99.

Brace for the Worst as Debt Ceiling Crisis Deadline Nears

If Washington lawmakers don't beat the debt ceiling crisis deadline, we'll see plummeting stocks, soaring interest rates, a slumping dollar and a severe shock to the weak economy. All of which will hit you in the wallet - and hard. Most investors are not prepared for the consequences of the failure of U.S. lawmakers to agree on a plan that will raise the federal debt ceiling before the Aug. 2 deadline. Few believed it even possible, but with only a week to go Congressional leaders and U.S. President Barack Obama are no closer to a deal than they were several months ago.

Read More: http://moneymorning.com/2011/07/26/brace-for-worst-as-debt-ceiling-crisis-deadline-nears/

US Economy: Countdown To Default?
One line of reasoning from the “no tax hikes” crowd in the debt ceiling debate is the inaccurate premise that the very wealthy, the top 0.1%, are job creators. If they’re the “job creators,” it might be in the public interest to protect them from excessive taxation - thereby allowing these top 0.1% to spend money on creating jobs--This is incorrect.

Read More: http://www.econmatters.com/2011/07/us-economy-count-down-to-default-guest.html

IHSG: How Long Can You Go???

New Moon:Beware of The Darkest New Moon in Sturgeon Moon Cycle

IHSG:Target 4.165/ 4.400, beware of breakout support line (Courtesy of BNI Securities Technical Analysis Daily 27-07)

Laporan & Rumor Saham Indonesia 27-07 (Refresh)

JAKARTA (Dow Jones)--Heavy equipment company PT United Tractors (UNTR.JK) said Wednesday that its first-half net profit rose 26% on higher sales. Net profit Q2 period rose to IDR1.234 trillion from IDR980.76 billion a year earlier. Sales rose 39% to IDR12.970 trillion from IDR9.361 trillion.

*WSJ: Borneo Lumbung To Produce More Than 3.6M Tons - CEO
*WSJ: Coking Coal Likely To Avg $250/Ton - Borneo Lumbung CEO


Dana Asing Masuk, IHSG Catat Rekor Lagi
http://pasarmodal.inilah.com/read/detail/1741102/dana-asing-masuk-ihsg-catat-rekor-lagi

IHSG-Rupiah Cetak Rekor Baru. foreign net buy Rp 422,788 miliar 
http://finance.detik.com/read/2011/07/27/160705/1690694/6/ihsg-rupiah-cetak-rekor-baru


JAKARTA. PT Indospring Tbk (INDS) membukukan kenaikan laba bersih sebesar 59% di semester pertama tahun ini. Laporan keuangan perseroan menyebutkan, laba bersih di akhir Juni 2011 mencapai Rp 62,759 miliar, dibanding periode yang sama tahun lalu senilai Rp 39,414 miliar. Pertumbuhan laba itu ditopang kenaikan penjualan perseroan sekitar 19% di paruh pertama tahun ini, yaitu menjadi Rp 575,498 miliar. Sementara, beban pokok penjualannya tidak naik signifikan, sehingga laba kotor perusahaan juga bisa meningkat hingga 59,6% menjadi Rp 133,684 miliar di semester pertama tahun ini.   

JAKARTA. PT Bakrie & Brother Tbk (BNBR) masih belum menuntaskan komposisi   investasi dengan Samsung C&T Corporation untuk proyek Pembangkit Listrik Tenaga Uap (PLTU) Tanjung Jati. "Masih negosiasi," ujar Direktur Keuangan BNBR Eddy Soeparno, Rabu (27/7).Kendati demikian, BNBR berharap menjadi pemegang saham mayoritas dalam proyek senilai US$ 2 miliar tersebut. Apalagi, BNBR merupakan pemilik lisensi dari proyek yang sempat mangkrak selama sepuluh tahun tersebut. "Kalau bisa (BNBR) di atas 51%," tambah Eddy. Nantinya, setelah komposisi investasi ditentukan, maka sumber pendanaan akan dilakukan oleh masing-masing pihak. Samsung nantinya akan mengoordinir pendanaan dari perbankan Korea Selatan. 


Rekor Lagi, IHSG Sesi I Ditutup Naik ke 4.158,85. Net foreign buy Rp203,63 miliar
http://pasarmodal.inilah.com/read/detail/1739892/rekor-lagi-ihsg-sesi-i-ditutup-naik-ke-415885

Refloating Dinilai Wajar untuk Tambah Saham
http://pasarmodal.inilah.com/read/detail/1740182/refloating-dinilai-wajar-untuk-tambah-saham

MAPI Berhasil Dongkrak Laba 57,54%
http://pasarmodal.inilah.com/read/detail/1740012/mapi-berhasil-dongkrak-laba-5754

Inilah Saham-saham Penekan IHSG Hari Ini
http://pasarmodal.inilah.com/read/detail/1739442/inilah-saham-saham-penekan-ihsg-hari-ini

Bahaya, Rating Surat Utang Amerika akan Turun
http://pasarmodal.inilah.com/read/detail/1739472/bahaya-rating-surat-utang-amerika-akan-turun

Pilot Rencana Mogok, Saham Garuda Jatuh 1,92%
http://pasarmodal.inilah.com/read/detail/1739592/pilot-rencana-mogok-saham-garuda-jatuh-192

Agung Podomoro Rencana Terbitkan Obligasi Rp800 M
http://pasarmodal.inilah.com/read/detail/1739622/agung-podomoro-rencana-terbitkan-obligasi-rp800-m

Kredit Korporasi CIMB Niaga di Atas 50% Target
http://pasarmodal.inilah.com/read/detail/1739782/kredit-korporasi-cimb-niaga-di-atas-50-target

Masuk UMA, BEI Awasi Saham AKPI
http://pasarmodal.inilah.com/read/detail/1740392/masuk-uma-bei-awasi-saham-akpi

Naik 12,3%, Laba Bersih ARNA Capai Rp49,5 Miliar
http://pasarmodal.inilah.com/read/detail/1740542/naik-123-laba-bersih-arna-capai-rp495-miliar

Laba Bersih Bank Swadesi Naik 21,4%
http://pasarmodal.inilah.com/read/detail/1740762/laba-bersih-bank-swadesi-naik-214

BNBR Optimis Kuasi Reorganisasi Selesai Q-III 2011
http://pasarmodal.inilah.com/read/detail/1740802/bnbr-optimis-kuasi-reorganisasi-selesai-q-iii-2011

DILD lakukan toping off hotel baru di Semarang
http://investasi.kontan.co.id/v2/read/1311748947/73916/DILD-lakukan-toping-off-hotel-baru-di-Semarang

Budi Acid memperkirakan laba bersih semester I naik hampir 100%
http://investasi.kontan.co.id/v2/read/1311742981/73904/Budi-Acid-memperkirakan-laba-bersih-semester-I-naik-hampir-100

Anak usaha dapat kontrak baru, saham WINS sempat meroket 7,8%
http://investasi.kontan.co.id/v2/read/1311738382/73894/Anak-usaha-dapat-kontrak-baru-saham-WINS-sempat-meroket-78

Kantongi pinjaman, saham MEDC sempat terdongkrak 2%
http://investasi.kontan.co.id/v2/read/1311737951/73892/Kantongi-pinjaman-saham-MEDC-sempat-terdongkrak-2

Krisis Utang AS Belum Usai, Rupiah Semakin Perkasa 
http://finance.detik.com/read/2011/07/27/132054/1690511/6/krisis-utang-as-belum-usai-rupiah-semakin-perkasa


Bloomberg: Telkom Indonesia Raised at OSK (Asia) Securities

Bloomberg: Bank Mandiri Studies Option of Buying Bank Mutiara, Daily Says

Bloomberg: Agung Podomoro to Offer 800 Billion Rupiah of Bonds in August

Bloomberg: Unilever Indonesia’s First-Half Profit Rises to 2.07 Tln Rupiah

BLOOMBERG: *ULTRO TECHNOLOGIES AGREES TO SELL STAKE IN INDONESIAN UNIT

Inilah Rekomendasi Saham Pilihan Rabu (27/7)
http://pasarmodal.inilah.com/read/detail/1738242/inilah-rekomendasi-saham-pilihan-rabu-277

Rekomendasi Saham
Rekor IHSG Tidak akan Bertahan
http://finance.detik.com/read/2011/07/27/075524/1690192/6/rekor-ihsg-tidak-akan-bertahan

Laporan Keuangan Sokong Positifnya IHSG
http://economy.okezone.com/read/2011/07/27/278/484682/laporan-keuangan-sokong-positifnya-ihsg

Belanja saham apa hari ini
http://www.bisnis.com/market/saham/32847-belanja-saham-apa-hari-ini

TCL Tambah Porsi Kepemilikan, TIFA Menuju Rp 700
http://pasarmodal.inilah.com/read/detail/1738762/tcl-tambah-porsi-kepemilikan-tifa-menuju-rp-700

Pasokan seret buat laba PGAS terancam memuai
http://investasi.kontan.co.id/v2/read/1311730878/73873/Pasokan-seret-buat-laba-PGAS-terancam-memuai

Realisasi belanja modal TINS baru 35%
http://investasi.kontan.co.id/v2/read/1311731605/73875/Realisasi-belanja-modal-TINS-baru-35

EMTK Lunasi Saham IDKM Senilai Rp1,1 Triliun
http://pasarmodal.inilah.com/read/detail/1738172/emtk-lunasi-saham-idkm-senilai-rp11-triliun

Tembus Rp25.800, UNTR Melaju ke Rp29 Ribu
http://pasarmodal.inilah.com/read/detail/1738422/tembus-rp25800-untr-melaju-ke-rp29-ribu

Cermati! Saham WOMF Tengah Diburu Fund Manager
http://pasarmodal.inilah.com/read/detail/1738992/cermati-saham-womf-tengah-diburu-fund-manager

Saham SRSN Bakal Terkerek ke Rp100
http://pasarmodal.inilah.com/read/detail/1738962/saham-srsn-bakal-terkerek-ke-rp100

Kinerja Perseroan Dukung EPS BNI Naik 15%
http://pasarmodal.inilah.com/read/detail/1738352/kinerja-perseroan-dukung-eps-bni-naik-15

Bursa Asia Pagi Ini Terkoreksi
http://pasarmodal.inilah.com/read/detail/1738982/bursa-asia-pagi-ini-terkoreksi

Nilai kontrak WINS lampaui target
http://investasi.kontan.co.id/v2/read/1311728733/73868/Nilai-kontrak-WINS-lampaui-target

Asing juga minati obligasi korporasi
http://investasi.kontan.co.id/v2/read/1311726318/73865/Asing-juga-minati-obligasi-korporasi

Harga minyak melorot seiring prediksi kenaikan cadangan minyak AS
http://investasi.kontan.co.id/v2/read/1311724857/73860/Harga-minyak-melorot-seiring-prediksi-kenaikan-cadangan-minyak-AS

BCA Pasang Bunga KPR 7,5% 
http://finance.detik.com/read/2011/07/27/070212/1690164/5/bca-pasang-bunga-kpr-75

Penjualan Arwana tumbuh 14%
http://www.bisnis.com/market/saham/32846-penjualan-arwana-tumbuh-14

Tuesday, July 26, 2011

Market Profile: DJIA vs BUMI/ BJBR/ TINS = Will Are They Go To The Moon???

Pelajaran Untuk Level Advanced di bulan Oktober 2011:

DJIA: V-Shaped Formation in Wave 3???
BUMI: Find A New Elliquibrium Level Before Bull Rally / M-Shaped Formation???
BJBR: Breakout Descending Triangle / Adam & Eve Pattern???
TINS: After Diamond Pattern, Adjusting A Broadening Bullish Formation???

Trading Rules: Speculate vs Forecast vs Trading

You are only ready to speculate when…

    * You have an emergency fund of atleast 3 months worth of expenses set aside in a bank account that you will not touch
    * You have a steady income that exceeds your expenses
    * You are fully contributing to your company 401k plan or 403b or have fully funded your IRA
    * You have sat down and developed a investment plan
    * You have backtested your trading strategy and have reasonable expectations
    * You are mentally prepared to lose some of your money
    * You have saved enough surplus funds to begin investing


Trading vs. Forecasting


Trading has made you money. Trading is not forecasting.
Trading is all of these:
   1. Selection (choosing your instrument)
   2. Timing (entry and exit)
   3. Money Management (position sizing, stop loss protection etc.)
   4. Psychology (controlling one's emotions)


Forecasting is:
Cycle analysis (seasonals, fixed, expansion and contraction), gann wheel, empirical models, Non-linear models, Fibonacii time/price projections etc. to arrive at likely CIT times and prices. Forecasting is a skill which when used properly impoves item number two on our trading list... timing. It also can help with item 4... psychology, by improving our confidence (provided that expectation kept in stochastic perspective). Last but not least, forecasting is fun.

Timing (and in turn forecasting) is the least important aspect of trading. Katz and McCormick (in their book: Encyclopedia of Trading Strategies) proved that (in theory) traders can make money even with a random entry is used. Why used a 200 dma when a flip of a coin will do?

Any respectable Technical Analyst will advise you against trading the forecast.

Laporan & Rumor Saham Indonesia 26-07 (Refresh)

Ekspektasi Kinerja Dorong IHSG Cetak Rekor Lagi. net foreign buy Rp 81,5 miliar
http://pasarmodal.inilah.com/read/detail/1737572/ekspektasi-kinerja-dorong-ihsg-cetak-rekor-lagi

Transaksi Capai Rp 6 Triliun, IHSG Tembus Rekor Baru Lagi 
http://finance.detik.com/read/2011/07/26/160817/1689816/6/transaksi-capai-rp-6-triliun-ihsg-tembus-rekor-baru-lagi

Aksi beli ASII, BBCA dan BMRI giring indeks torehkan rekor baru
http://investasi.kontan.co.id/v2/read/1311673730/73827/Aksi-beli-ASII-BBCA-dan-BMRI-giring-indeks-torehkan-rekor-baru

Inilah Saham Teraktif Perdagangan Selasa (26/7)
http://pasarmodal.inilah.com/read/detail/1737512/inilah-saham-teraktif-perdagangan-selasa-267

Inilah 10 Top Foreign Sell Saham Selasa (26/7)
http://pasarmodal.inilah.com/read/detail/1737492/inilah-10-top-foreign-sell-saham-selasa-267

SDPC Berhasil Raup Laba Rp1,55 Miliar
http://pasarmodal.inilah.com/read/detail/1737662/sdpc-berhasil-raup-laba-rp155-miliar

Laba Astra Agro Naik Hampir 100%
http://pasarmodal.inilah.com/read/detail/1737502/laba-astra-agro-naik-hampir-100

PER 2,5 Kali, AKRA Siap Meroket ke Rp4.500
http://pasarmodal.inilah.com/read/detail/1736522/per-25-kali-akra-siap-meroket-ke-rp4500

Saham ASRI Bertenaga ke Level Rp550
http://pasarmodal.inilah.com/read/detail/1734502/saham-asri-bertenaga-ke-level-rp550

Masih Banyak Saham Layak Dilirik
http://pasarmodal.inilah.com/read/detail/1734662/masih-banyak-saham-layak-dilirik

Laba Bersih Alfaria Naik 91%
http://pasarmodal.inilah.com/read/detail/1737272/laba-bersih-alfaria-naik-91

BLOOMBERG: *RADIANT RISES TO 16-MONTH HIGH AFTER DEAL TO BUY OFFSHORE UNIT

Bloomberg: Palm Oil Futures Gain 0.4% to 3,111 Ringgit a Metric Ton

Bloomberg: Bank Mandiri Provides 11 Trillion Rupiah Loan to Port Operator

Bloomberg: Bukit Asam, HD Finance, Tractors: Indonesia Equity Preview

Bloomberg: Medco Rises to Near Six-Week High After $150 Million Loan Deal

Bloomberg: BW Plantation Gains Most in Two Months as Profit Nearly Doubles

Bukit Asam, HD Finance, Tractors: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-07-26/bukit-asam-hd-finance-tractors-indonesia-equity-preview.html

Mandiri Prediksi Kredit Tumbuh 27% YoY
http://pasarmodal.inilah.com/read/detail/1736832/mandiri-prediksi-kredit-tumbuh-27-yoy

Saham PTBA Masih Direkomendasikan 'Buy'
http://pasarmodal.inilah.com/read/detail/1735642/saham-ptba-masih-direkomendasikan-buy

Catat Produksi Tertinggi, 'Buy' Saham DOID
http://pasarmodal.inilah.com/read/detail/1735632/catat-produksi-tertinggi-buy-saham-doid

Penjualan Naik, Hold Saham UNTR
http://pasarmodal.inilah.com/read/detail/1735662/penjualan-naik-hold-saham-untr

TOWR Raup Laba Bersih Rp252,62 Miliar
http://pasarmodal.inilah.com/read/detail/1736012/towr-raup-laba-bersih-rp25262-miliar

Saham Eropa Dibuka Jatuh oleh Buruknya Kinerja BP
http://pasarmodal.inilah.com/read/detail/1736802/saham-eropa-dibuka-jatuh-oleh-buruknya-kinerja-bp

Kedaung Rugi Rp542,12 Juta
http://pasarmodal.inilah.com/read/detail/1736932/kedaung-rugi-rp54212-juta

Penjualan HERO Naik 13,8% Jadi Rp4,08 Triliun
http://pasarmodal.inilah.com/read/detail/1737052/penjualan-hero-naik-138-jadi-rp408-triliun

Pejabat Mandiri Bakal Jadi Plt Dirkeu Garuda
http://pasarmodal.inilah.com/read/detail/1736962/pejabat-mandiri-bakal-jadi-plt-dirkeu-garuda

WINS Raih Proyek dari KPC US$18 Juta
http://pasarmodal.inilah.com/read/detail/1737092/wins-raih-proyek-dari-kpc-us18-juta

Ups! Laba JPRS Ternyata Turun 15,11%
http://pasarmodal.inilah.com/read/detail/1736232/ups-laba-jprs-ternyata-turun-1511

Laba Duta Pertiwi Naik 13,77%
http://pasarmodal.inilah.com/read/detail/1736612/laba-duta-pertiwi-naik-1377

ALDO kaji joint venture dengan perusahaan Thailand
http://investasi.kontan.co.id/v2/read/1311667758/73809/ALDO-kaji-joint-venture-dengan-perusahaan-Thailand

Stok kedelai terancam cuaca buruk, harga CPO akhirnya rebound
http://investasi.kontan.co.id/v2/read/1311665143/73805/Stok-kedelai-terancam-cuaca-buruk-harga-CPO-akhirnya-rebound-

Pendapatan bersih KRAS Rp 8,41 triliun
http://investasi.kontan.co.id/v2/read/1311646999/73762/Pendapatan-bersih-KRAS-Rp-841-triliun

MEDC kantongi fasilitas kredit US$ 150 juta dari BBNI
http://investasi.kontan.co.id/v2/read/1311652198/73781/MEDC-kantongi-fasilitas-kredit-US-150-juta-dari-BBNI

Wintermar Sediakan Tiga Kapal untuk KPC
http://finance.detik.com/read/2011/07/26/152607/1689773/6/wintermar-sediakan-tiga-kapal-untuk-kpc

Agenda 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

BLoomberg: Bank Danamon Indonesia Cut to 'Underperform' at CIMB

BLOOMBERG: *BUKIT ASAM 1H REVENUE 5.1 TRILLION RUPIAH (+76%) VS 3.8 TLN RUPIAH.     *BUKIT ASAM 1H NET INCOME 1.6 TRILLION RUPIAH VS 908.1 BILLION.

Inilah Rekomendasi Saham Selasa (26/7)
http://pasarmodal.inilah.com/read/detail/1734552/inilah-rekomendasi-saham-selasa-267

Rekomendasi Saham
IHSG 'Pantau' Laporan Keuangan Emiten
http://finance.detik.com/read/2011/07/26/075025/1689295/6/ihsg-pantau-laporan-keuangan-emiten

Laba Melesat, Cermati Saham JPRS
http://pasarmodal.inilah.com/read/detail/1735332/laba-melesat-cermati-saham-jprs

Investor Malaysia Bidik Saham MAIN
http://pasarmodal.inilah.com/read/detail/1735342/investor-malaysia-bidik-saham-main

Membangkitkan "Raksasa" Dalam JPRS
http://pasarmodal.inilah.com/read/detail/1733782/membangkitkan-raksasa-dalam-jprs

Wait & See, Rupiah Diproyeksikan Stagnan
http://economy.okezone.com/read/2011/07/26/278/484244/wait-see-rupiah-diproyeksikan-stagnan

Masih Banyak Saham Layak Dilirik
http://pasarmodal.inilah.com/read/detail/1734662/masih-banyak-saham-layak-dilirik

Saham Grup Bakrie Dominan Direkomendasikan
http://pasarmodal.inilah.com/read/detail/1734682/saham-grup-bakrie-dominan-direkomendasikan

BWPT Catat Laba Bersih Naik 99,4%
http://pasarmodal.inilah.com/read/detail/1734602/bwpt-catat-laba-bersih-naik-994

Masalah Utang AS Masih Membelit Wall Street 
http://finance.detik.com/read/2011/07/26/072248/1689285/6/masalah-utang-as-masih-membelit-wall-street

EXCL tunda pembayaran utang
http://investasi.kontan.co.id/v2/read/1311608883/73745/EXCL-tunda-pembayaran-utang

Proyeksi kenaikan laba emiten menopang laju bursa Asia pagi ini
http://investasi.kontan.co.id/v2/read/1311642323/73753/Proyeksi-kenaikan-laba-emiten-menopang-laju-bursa-Asia-pagi-ini

Citra Marga rights issue Rp240 miliar
http://www.bisnis.com/korporasi/aksi-korporasi/32714-citra-marga-rights-issue-rp240-miliar

IHSG Masih Digelayuti "Awan Mendung"
http://economy.okezone.com/read/2011/07/26/278/484242/ihsg-masih-digelayuti-awan-mendung

The state-controlled coal miner PT Bukit Asam Tbk (PTBA) today reported Rp1.61 trillion net profit or Rp699 per share in the first half of this year, reflecting a 78.97% from Rp901.07 billion net profit or Rp394 per share a year earlier. The robust bottom line was underpinned by higher coal sales. Operating profit rose 87.62% to Rp1.97 trillion from Rp1.05 trillion, surging its margin to 38.48% from 27.70%. Bukit Asam posted Rp5.12 trillion in sales, a 35.09% increase from Rp3.79 trillion  Toll road operator PT Citra Marga Nusaphala Persada Tbk (CMNP) aims to raise Rp240 billion from the new shares sale without preemptive rights. The proceed will be used by the operator to develop its business. Citra Marga will issue 200 million new shares at a minimum exercise price at Rp1,200, Rp140 lower or 11.67 discount from closing price yesterday at Rp1,340 per share. According to the company's announcement today, it will seek approval shareholders' meeting scheduled on August 10 2011.

Trades of the Day...
Fundamentally:
CIMB menurunkan rating Bank Danamon (BDMN) dari neutral menjadi UNDERPERFORM dengan target harga Rp5000 (dari Rp6200) dengan metode GGM (COE 15.8%, growth 11.9%, long term ROE 19% dari 20.7%). Sepertinya dana hasil rights issue pada 2009 hanya memberikan return yang rendah, namun kembali lagi ada rencana rights issue pada 11Sep mendatang. Kami ragu dana ini bisa memberikan return yang tinggi, apalagi yield BDMN terus turun karena perubahan business mix.

Stocks finished lower in light-volume trading Monday as the ongoing debt ceiling debates raised concerns of a possible U.S. ratings downgrade.

Dow.      12592.80.  -88.36.  -0.70%
Nasdaq.  2842.80.  -16.03.  -0.56%
S&P 500. 1337.43.  -7.59.    -0.56%
FTSE.      5925.26.  -9.76.    -0.16%
Dax.        7344.54.  +18.15. +0.25%
CAC40.    3812.97.  -29.73.  -0.77%.  Oil.            99.20.  -0.67.    -0.67%
Gold.      1614.400.+10.700+0.67%
Rupiah.  8507.5
Euro.      1.4378

TLKM.  34.48. -0.57 -1.63%. Rp7333  ISAT.    32.12. -0.36 -1.11%. Rp5465
BumiPLC 1085.000 -26.000.-2.340%
EIDO.        33.640.  -0.050.  -0.148%
Timah.      28050.  -145.  -0.51%.  Nickel.      23745.  -105.  -0.44%

CPOSep3100RM-40RM-1.27%$1045
Corn.          674.500.-11.000 -1.60%
CPOSep3100RM-40RM-1.27%$1045
Corn.          674.500.-11.000 -1.60%
SoybeanOil.56.950. -0.530.  -0.92%
Wheat.      688.500. -3.750.  -0.54%

Coal22 Jul 120.95 vs.120.61(15 Jul)

SPECIAL MENTION:
POLY: 570-780. POLY may benefit the most from the appreciation of the rupiah as most of its raw materials are imported. Full Year 2011 net profit could rise by 379% to exceed IDR1.6 trillion (EPS: IDR672) from IDR335 billion (EPS: IDR140) at the end of 2010. It is now trading at a p/e ratio of ONLY 0.6X 2011 prospective earnings. Fair value at a discounted industrial p/e average of 12X is at IDR7,000. It is a buy at any levels. My 12-month target remains at IDR1,200.

Analisa Strategis 9 Methods HITSaham (23 Mei - Juli)

@JPRS: Buy!!! menyusul ADMG, telah capai target (analisa 23/05): 710/760 pada 06/06: didukung buying power & volume meningkat, fase akumulasi,  revisi target potensi Cup With Handle di 1.020 & 1.350 (med-term target). @NIKL is coming soon to Rally, still hold buy 380 target 500/530 (potential W-Shaped). http://hitsaham.blogspot.com/2011/06/rekomendasi-technical-analysis-saham.html

Analisa 9 methods CTA HITSAHAM (prediksi 12/07: 2nd liner akan rally terbukti hari ini, diantaranya ADMG +16%/ TURI/ IMAS/ RUIS/CLPI/ INDS/ JPFA/ CPIN dll) telah menciptakan ratusan % antara Juni - Juli = +161% + Hold Buy 31 saham (Sejak 23-24 Juni), termasuk 5 IPO TIFA (+23% dalam 5 menit)/ PTIS (+13.24% +Buy 970)/ ALDO/ SDMU/ STAR (target buy 129 tercapai di 147 (sell done; 14/07=+13.95%) + POLY + DEWA +  KIJA + BKSL (liat di Laporan & Rumor Saham Indonesia 13-07).

Monday, July 25, 2011

30 Trading Truths

In no particular order of importance

   1. It's all about risk management … never risk what you can't comfortably lose.
   2. Never fall in love with a stock.
   3. To be succesfull in trading; study, understand and practice. The rest is easier.
   4. Always start by assuming your analysis is WRONG and that people much smarter and with more recent information are already positioned opposite you.
   5. Never take on a position larger than your comfort zone. (Don't overtrade)
   6. Patience. never chase a stock.
   7. Before entering the trade very think carefully what will make you wrong, write it down clearly and put it infront of you where you trade, and when your wrong get out happy you've followed your trading discipline.
   8. Buy strength, sell weakness. Most traders are essentially counter-trend; most traders lose.
   9. No one ever went broke taking a profit!
  10. Once you find a good one, hang on unless of course they do you wrong.

  11. Never add to a losing position! (Unless scaling in was part of the plan).
  12. Whenever you think you've found the key to the lock, they'll change the lock.
  13. Do not overtrade.
  14. Trade price not perception.
  15. Know the difference between stocks that you want to stay married to and those that are just a fling.
  16. The only sure way to make a small fortune is to start with a large one.
  17. and to paraphrase Will Rogers: Buy only stocks that will go up. Don't buy the ones that don't go up. "THIS is GAMBLING." Cut your losses quickly and you may have a chance.
  18. An indicator works until it doesn't.
  19. "MR. MARKET" IS ACTUALLY "MRS. MARKET" ONLY WOMEN CAN THINK, AND ACT THE WAY THE MARKET DOES. THAT IS WHY -ON AVERAGE -WOMEN ARE BETTER TRADERS THAN MEN, THEY UNDERSTAND WHAT THEY DEALING WITH!
  20. I will be charged a transaction fee.

  21. A healthy dose of 'Common-sense' mixed with a little 'Patience'…increases the chances for trading success in the long-run…Let the trading set-ups come to you(i.e..master the art of patience)…Don't let yourself be dragged in to chasing set-ups(i.e…show impatience)
  22. If it's that obvious , it's obviously wrong" … Joe Granville
  23. When you have that King-Kong feeling stop trading for a while.
  24. In this business only the sky is the limit. Our personality is the gravity.
  25. "I never benefited much from a move if I did not get in at somewhere near the beginning of that move. And the reason is that I missed the backlog of profit which is very necessary to provide the courage and patience to sit through a move until the end comes."
  26. Jesse Livermore/ How to Trade in Stocks never plunge, in or out, of the market. Move in deliberately slow adjusting steps over time.
  27. How do you know if you are overtrading and/or overleverged?
  28. Simple! You feel "rushed" or compelled to plunge. Spend MUCH more time picking stocks (or trade setups) than timing the overall market. Depending SOLELY on the latter as a way to earn return is doomed to failure and for most a quick ticket into the poor house
  29. Don't make any presumptions when entering into a new trade that you are going to be an investor or trader on it. It will tell you the answer depending on how it pans out later. Just don't let a loser run. Objective is to get into a winning position and then stick with it as long as possible. Cutting a winner prematurely is more deadly and costly than hanging onto a loser for too long.
  30. Ever Present Temptations to ALWAYS Resist:
          * Trading a Forecast
          * Trading a move BEFORE it happens… don't jump the gun
          * Trying to pick a top in an uptrending stock and vice versa
          * Asking or wondering "why?" to explain things
          * Being influenced by the external news/events. They are totally meaningless to market
          * Betting the farm
          * Being myopic or closed minded in your selections or beliefs
          * Trying to make alot in a least amt of time
          * Trying too hard, watching too closely
          * Assuming the "majority" is wrong
          * Trading on tips or "themes"
          * …and Betting too much on any single trade Not diversifying enough     (over time, stock and sectors) 


Source: Anonymous Trader

Laporan & Rumor Saham Indonesia 25-07 (Refresh)

Bloomberg: United Tractors’ June Heavy Equipment Sales Rise to 742 Units

Tambang Tekan IHSG Ditutup Turun 0,48%. Net foreign sell Rp 101,87 miliar.
http://pasarmodal.inilah.com/read/detail/1733402/tambang-tekan-ihsg-ditutup-turun-048

Saham Blue Chip Kena Tekanan Jual, IHSG Turun 19 Poin 
http://finance.detik.com/read/2011/07/25/160802/1688986/6/saham-blue-chip-kena-tekanan-jual-ihsg-turun-19-poin

GGRM, BBCA, dan TLKM jadi tiga bluechips yang paling gede menggerus indeks
http://investasi.kontan.co.id/v2/read/1311586319/73722/GGRM-BBCA-dan-TLKM-jadi-tiga-bluechips-yang-paling-gede-menggerus-indeks

Inilah 10 Top Foreign Buy Saham Senin (25/7)
http://pasarmodal.inilah.com/read/detail/1733582/inilah-10-top-foreign-buy-saham-senin-257

Inilah 10 Top Foreign Sell Senin (25/7)
http://pasarmodal.inilah.com/read/detail/1733662/inilah-10-top-foreign-sell-senin-257

Saham BHIT Catatkan Saham Teraktif Senin (25/7)
http://pasarmodal.inilah.com/read/detail/1733512/saham-bhit-catatkan-saham-teraktif-senin-257

Rupiah Menari di Atas Derita Utang AS & Eropa
http://pasarmodal.inilah.com/read/detail/1733792/rupiah-menari-di-atas-derita-utang-as-eropa

Komut BYAN Jual 1,03 Juta saham
http://pasarmodal.inilah.com/read/detail/1733612/komut-byan-jual-103-juta-saham

Jasa Kustodian BRI Kelola Dana Rp 34 Triliun 
http://finance.detik.com/read/2011/07/25/150834/1688935/6/jasa-kustodian-bri-kelola-dana-rp-34-triliun

TLKM bakal bangun hotel bintang empat?
http://investasi.kontan.co.id/v2/read/1311587250/73723/TLKM-bakal-bangun-hotel-bintang-empat


Agenda 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

Bloomberg: Coal India Seeks Approval to Buy 30% Stake in Indonesian Company

Bloomberg: Indonesian, India Bonds to Return Most: Morgan Stanley

Inilah 5 Dampak jika Amerika Gagal Bayar Utang
http://pasarmodal.inilah.com/read/detail/1733172/inilah-5-dampak-jika-amerika-gagal-bayar-utang

HD Finance Raih Kredit dari 3 Bank Rp280 M
http://pasarmodal.inilah.com/read/detail/1733132/hd-finance-raih-kredit-dari-3-bank-rp280-m

Bursa Eropa Tertekan Alotnya Pembatasan Utang AS
http://pasarmodal.inilah.com/read/detail/1733132/hd-finance-raih-kredit-dari-3-bank-rp280-m

BNI: Harga Bank Mutiara Kemahalan
http://pasarmodal.inilah.com/read/detail/1733002/bni-harga-bank-mutiara-kemahalan

Volume Penjualan CPO AALI Naik 18,7%
http://pasarmodal.inilah.com/read/detail/1732942/volume-penjualan-cpo-aali-naik-187

Layanan Cool Banking, BII Targetkan 200 Perusahaan
http://pasarmodal.inilah.com/read/detail/1732752/layanan-cool-banking-bii-targetkan-200-perusahaan

Laba bersih naik hampir 14 kali, saham AKRA meroket ke level tertinggi 20 bulan
http://investasi.kontan.co.id/v2/read/1311582419/73713/Laba-bersih-naik-hampir-14-kali-saham-AKRA-meroket-ke-level-tertinggi-20-bulan

IQPlus - PT Bursa Efek Indonesia (BEI) memasukan lima Emiten baru kedalam daftar saham LQ45 terhitung mulai periode perdagangan Agustus 2011 sampai dengan Januari 2012. " Kelima Emiten baru tersebut adalah PT Borneo Lumbung Energy & Metal Tbk (BORN), PT XL Axiata Tbk (EXCL), PT Harum Energy Tbk (HRUM), PT Indofood CBP Sukses Makmur Tbk (ICBP), PT Krakatau Steel Tbk (KRAS)," ujar Kepala Divisi Perdagangan saham BEI, andre P.J. Toelle dalam pengumuman Bursa,

Mandiri Seeks Bank-Stake Limits to Level Asean Playing Field July 25 (Bloomberg) -- PT Bank Mandiri, Indonesia’s biggest bank by assets, said it welcomes limits on commercial bank stakes as it would help level the playing field with regional rivals from markets that already cap ownership. “We need to have a more reciprocal policy with other countries,” Managing Director Pahala N. Mansury said in an interview yesterday in Bali, Indonesia. “If other banks coming from other countries can establish their presence here, why is that we are not allowed” to do the same in their countries? (selengkapnya email)

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.


1st session on JCI 25.07.11
@ 4,080.328 (-26.494pts) (-0.645%)
H: 4,104.463 ; L: 4,074.357
Value: 2.15 T (NG 153 B )
Volume: 3.19 B (NG 42 M )
Foreign Nett Sell: 40 B

5 most active stocks by value:
ENRG @ 245 (+8.89%)
ELTY @ 171 (+3.01%)
CMNP @ 1,340 (+7.20%)
BMRI @ 7,650 (+0.66%)
BBRI @ 6,550 (-1.50.14%)

5 most active stocks by volume:
ELTY @ 171 (+3.01%)
ENRG @ 245 (+8.89%)
DEWA @ 122 (0.00%)
BNBR @ 71 (0.00%)
CMNP @ 1,340 (+7.20%)

5 most up:
ARGO @ 1,100 (+22.22%)
AKPI @ 1,740 (+16.00%)
PEGE @ 265 (+12.77%)
POLY @ 680 (+11.48%)
KONI @ 265 (+10.42%)

5 most down:
GSMF @ 90 (-25.00%)
TMPO @ 124 (-16.78%)
ABDA @ 730 (-7.59%)
BAPA @ 185 (-7.04%)
SOBI @ 2,800 (-6.67%)

5 Leading Movers:
BMRI @ 7,650 (+1.35%)
AKRA @ 2,850 (+1.12%)
BBNI @ 4,025 (+1.08%)
EMTK @ 2,375 (+1.05%)
ENRG @ 245 (+0.94%)

5 Lagging Movers:
BBRI @ 6,550 (-2.85%)
BBCA @ 8,150 (-2.85%)
BDMN @ 5,450 (-2.43%)
GGRM @ 52,950 (-2.25%)
ASII @ 72,450 (-2.13%)
Rgds, Nadya Isnaeni Data administrator Research Dept BNI Securities

Profit Taking, IHSG Sesi I Ditutup Turun 0,65%
http://pasarmodal.inilah.com/read/detail/1732262/profit-taking-ihsg-sesi-i-ditutup-turun-065

Aksi Profit Taking Pangkas IHSG 26 Poin 
http://finance.detik.com/read/2011/07/25/120751/1688615/6/aksi-profit-taking-pangkas-ihsg-26-poin

Rawan Koreksi, Pilih Saham Lapis Dua
http://pasarmodal.inilah.com/read/detail/1732252/rawan-koreksi-pilih-saham-lapis-dua


Laba BRI per Mei 2011 Sedikit di Atas Mandiri
http://pasarmodal.inilah.com/read/detail/1732032/laba-bri-per-mei-2011-sedikit-di-atas-mandiri

Bank Mandiri Raup Laba Rp5,4 Triliun per Mei 2011
http://pasarmodal.inilah.com/read/detail/1732002/bank-mandiri-raup-laba-rp54-triliun-per-mei-2011

Laba bersih naik 41%, saham BBNI reli ke level tertinggi 12 pekan
http://investasi.kontan.co.id/v2/read/1311570672/73682/Laba-bersih-naik-41-saham-BBNI-reli-ke-level-tertinggi-12-pekan

Rights issue, saham BDMN terjungkal ke level terendah enam bulan
http://investasi.kontan.co.id/v2/read/1311563235/73659/Rights-issue-saham-BDMN-terjungkal-ke-level-terendah-enam-bulan-

Laba Kotor KRAS Turun 95%
http://pasarmodal.inilah.com/read/detail/1731712/laba-kotor-kras-turun-95

Wow! Laba Bakrieland Naik 100,2%
http://pasarmodal.inilah.com/read/detail/1731492/wow-laba-bakrieland-naik-1002

Danamon Rights Issue 1,21 Miliar Saham
http://pasarmodal.inilah.com/read/detail/1731472/danamon-rights-issue-121-miliar-saham

Rencana Rights Issue, Hold Saham CMNP
http://pasarmodal.inilah.com/read/detail/1731692/rencana-rights-issue-hold-saham-cmnp

Laba Melesat, Hold Saham AKRA
http://pasarmodal.inilah.com/read/detail/1731632/laba-melesat-hold-saham-akra

Kinerja kinclong, saham SRSN melaju kencang
http://investasi.kontan.co.id/v2/read/1311564231/73662/Kinerja-kinclong-saham-SRSN-melaju-kencang

Kantongi kontrak baru, saham ELSA bergerak fluktuatif
http://investasi.kontan.co.id/v2/read/1311564633/73664/Kantongi-kontrak-baru-saham-ELSA-bergerak-fluktuatif

Partner di Blok Masela jual saham, ENRG maju ke level tertinggi 20 bulan
http://investasi.kontan.co.id/v2/read/1311569941/73679/Partner-di-Blok-Masela-jual-saham-ENRG-maju-ke-level-tertinggi-20-bulan


BNI 1H net Profit IDR2.792 Tln vs IDR1.934 Tln

Aneka Tambang, Astra International: Indonesia Equity Previewhttp://www.bloomberg.com/news/2011-07-25/aneka-tambang-astra-international-indonesia-equity-preview.html

ELTY: 160-190. Second quarter net profit rose 216% to IDR152 billion from IDR48.1 billion in the first quarter due to higher sales. First half net profit almost tripled to IDR200 billion from IDR70 billion a year earlier. ELTY is ow trading at a p/e ratio of 15.8X 2011 earnings (EPS: IDR10.5), far below its historical average high of 23X. 12-month target is at IDR230. Best buy is at any levels below IDR166.

CMNP'S NON -PREEMPTIVE RIGHTS MAY BE OFFERED AT IDR1,600-IDR2,200/SHARE

BUMI RESOURCES MINERALS Tbk (BRMS)
Pathway to Newmont Nusa Tenggara
Initiate BUY, price target of Rp910/sh
We give an initiate price of Buy or Rp910/sh on catalyst of 1) the only indirect investment on Newmont Nusa Tenggara (NNT); 2) IPO of NNT; 3) DSO production on Mauritania; 4) exploitation permit for Dairi.

The only indirect investment into Newmont Mining in Indonesia
BRM offer an indirect investment into Newmont Nusa Tenggara mining at Batu Hijau. Government is finalizing its last 7% divestment of the total 51% where BRM owns 18% effective rate through PT Multi Daerah Bersaing. After the final divestment, Newmont would have initial public offering which would raise the valuation of NNT significantly. 


*DJ Temasek Unit To Take Up Its 67.4% Of PT Bank Danamon Rights Issue - Source

BLOOMBERG: *BANK DANAMON TO SELL SHARES AT 4,100-4,800 RUPIAH, TERMS SHOW.     *BANK DANAMON TO RAISE 5 TLN RUPIAH IN RIGHTS OFFER, TERMS SHOW

BLOOMBERG: *PALM OIL FALLS AS MUCH AS 0.8% TO 3,116 RINGGIT A METRIC TON

Bloomberg: Bank Danamon Indonesia Cut to 'Neutral' at CIMB

Bloomberg: Danamon Drops to 6-Month Low After Share Sale Plan, Rating Cut

Rekomendasi Saham
IHSG Siap Digoyang Profit Taking 

Inilah Menu Saham Pilihan Senin (25/7)

BI Dinilai Berlebihan Soal Bubble Sektor Otomotif 

Langkah Buyback TLKM akan Naikkan Laba Per Saham

Bursa Asia Senin Dibuka Melemah

Saham BUMI Masih Undervalue

RALS Dikerek Naik ke Rp1500?

Shell incar 30% saham ENRG?

Saham OKAS Bakal Menembus Level Rp500

Dukungan Capex, DILD Miliki Prospek Cerah

Danamon Rights Issue 1,21 Miliar Saham

BUMI Rp3.500 Bukan Mustahil Pekan Ini

AKRA bayar dividen interim kedua senilai Rp 200 per saham

Marketing sales ASRI mencapai Rp 1 triliun

Tengah tahun, laba ELTY melesat 100%

The Dow finished lower Friday after Caterpillar's profit missed estimates, but stocks overall closed the week in positive territory following a handful of robust earnings and a finalized bailout package for Greece.

Dow. 12681.16. -43.25. -0.34%
Nasdaq. 2858.83. +24.40. +0.86%
S&P 500. 1345.02. +1.22. +0.09%
FTSE. 5935.02. +35.13. +0.6%
Dax. 7326.39. +36.25. +0.5%
CAC40. 3842.70. +25.95. +0.68%. Oil. 99.87. +0.74. +0.75%
Gold. 1601.500.+14.500+0.91%
Rupiah. 8528
Euro. 1.4356

TLKM. 35.05.+0.56+1.62% Rp7473 ISAT. 32.48.+0.78+2.46%.Rp5540
BumiPLC 1110.000 -5.000.-0.450%
EIDO. 33.690. -0.170.-0.52%
Timah. 28195. +195. +0.70%. Nickel. 23850. +90. +0.38%

CPOSep3140RM+10RM+0.32%$1056
Corn. 685.500.+12.500+1.86%
SoybeanOil.57.480. +0.100. +0.17%
Wheat. 692.250. +15.000+2.21%

Coal22 Jul 120.95 vs.120.61(15 Jul)

Trades of the Day...
Fundamentally:
CIMB melakukan initiate coverage untuk Indika Energy (INDY) dengan rating OUTPERFORM dengan target harga Rp4725. INDY memiliki Kideco, tambang batubara terbesar ketiga nasional, dengan 45.6% CAGR 2011-2013 net profit dengan memiliki perusahaan logistik MBSS. Valuasi 11.0x forward PER juga termurah di sektor coal. Katalis jangka pendek adalah potensi listing dari Petrosea (PTRO) CIMB mempertahankan rating UNDERWEIGHT untuk sektor telco, Telekomunikasi Indonesia (TLKM) masih UNDERPERFORM dengan target harga Rp7400, dan tetap memilih EXCL sebagai top picks sementara Neutral untuk ISAT. Kami terkejut dengan rencana regulator Indonesia untuk mengumumkan floor tarif untuk on-network call untuk mencegah persaingan tarif, yang akan menguntungkan Telkomsel karena 1) operator kecila tidak bisa bersaing tarif, 2) Telkomsel memiliki lebih banyak porsi on-network call. CIMB mempertahankan rating NEUTRAL untuk sektor plantation dengan top pick regional pada Wilmar, meskipun Indonesia menurunkan pajak ekspor CPO sebesar 2.5%