Friday, September 30, 2011

The Case for a Short-Term Market Rally – And How to Play It

The short-term market rally we've seen over the past week represents fresh opportunities to profit, but be forewarned - it won't last. The Dow Jones Industrial Average on Monday rallied 272 points, or 2.5%, and followed with another 148-point, or 1.34%, gain on Tuesday. That's after last week's 738-point, or 6.4%, tumble. The Standard & Poor's 500 Index is up 3.4% this week after last week's 6.5% fall.

Economists: U.S. Has No Way To Avoid Double Dip Recession

Washington, DC, United States (AHN) - The U.S. economy is "tipping into a new recession," the esteemed Economic Cycle Research Institute says. Moreover, there is absolutely nothing that policy makers can do to stop it. In a statement on its website, ECRI stated that it warned its clients last week about the looming double-dip recession. The only thing ECRI says it is not certain of is whether the recession is just around the corner or if it has already started. The ECRI also made a case for why people should heed its forecast.


READ MORE: http://moneymorning.com/2011/09/29/the-case-for-a-short-term-market-rally-and-how-to-play-it/

George Soros Thinks We're Headed Towards Another Depression
George Soros penned an article this morning that he thinks we are headed towards another Great Depression. You know what, he's right.

Europe is on the verge of a collapse, and unless something gets done relatively soon, (perhaps as soon as the next few weeks), Europe is likely to experience their own 2008 scenario. The U.S. and Chinese economies are heavily dependent on exporting goods to Europe, and with Eurozone growth slowing as a result of the potential default in Greece, and then on to the rest of the PIIGS, a "Great Depression-like scenario" could very well play out.

READ MORE: http://www.benzinga.com/markets/bonds/11/09/1954406/george-soros-thinks-were-headed-towards-another-depression

SUPER HOT: Insider Reports Germany Printing Up Marks will Abandon Euro
Long-time EPJ readers know that I have long identified Philippa Malmgren as a major insider. She was Special Assistant to the President for Economic Policy on the National Economic Council (President Bush). She was also a member of the President's Working Group on Financial Markets, aka, the Plunge Protection Team. Her client list includes every elite corporate firm in the world (The list is here.). She is now reporting, according to the Sweden's largest business paper, Dagens Industri, that she expects the Germans will announce they will return to the Deutschmark and that they have already ordered the new currency printed up.

Europe Financial Meltdown Converging With Slump Seen by Investors in Poll
Global investors anticipate Europe’s debt crisis leading to an economic slump, a financial meltdown and social unrest in the next year with 72 percent predicting a country abandoning the euro as a shared currency within five years, a Bloomberg survey found. About three-quarters of those questioned this week said the euro-area economy will fall into recession during the next 12 months and 53 percent said turmoil will worsen in a banking sector laden with government bonds, according to the quarterly Global Poll of 1,031 investors, analysts and traders who are Bloomberg subscribers. Forty percent see the 17-nation currency bloc losing at least one member in the next year.

READ MORE: http://www.bloomberg.com/news/2011-09-29/world-recession-seen-triggered-by-europe-breakdown-in-global-investor-poll.html

@IHSG vs DJIA: Still in Distribution (+) Bear Market Rally vs Window Dressing

IHSG:
DJIA:

Laporan & Rumor Saham Indonesia 30-09 (Refresh)

2nd session JCI on 30.09.11
3549.03(+11.85pts)(+0.33%)
(H: 3579.66 ; L: 3523.17 )
Value:    12.10T (NG 8.15 B )
Volume: 2.03 B (NG 3.22 B )
Foreign Nett Buy: 7.58 T
Incl. Crossing:
LPPF @ 2700 ~ IDR 7.7 T (F vs D)
USD/IDR : 8815 (On Shore)
          8882.5 (Off Shore)

6 MARKET DRIVEN BY SECTOR
MANUFACTUR (+0.92%)(1124.899 B )
FINANCE .     (-0.40%)(1097.542 B )
MINING.         (+0.07%) (917.701 B )
INFRASTRUC(-0.22%)(476.835 B )
CONSUMER (+3.24%)(424.057 B )
PROPERTY.(+1.54%)(290.747 B )

6 NETT BUY STOCKs BY FOREIGN
BBRI.        @5900. (88.38 B )
INDF.         @4967. (22.33 B )
ASRI.       @388.    (15.64 B )
GGRM.     @52771 (15.31 B )
BBNI.         @3685.  (15.04 B )
UNTR.      @21909(14.31 B )

6 NETT SELL STOCKs BY FOREIGN
BMRI.       @6302.   (82.86 B )
ASII.         @64811. (51.45 B )
ADRO.     @1747.   (44.49 B )
TLKM.     @7615.    (31.53 B )
HRUM.     @7069.   (29.96 B )
UNVR.     @16348. (17.63 B )

8 MOST ACTIVE STOCKs BY VALUE
ASII.         @63650.  (-0.62%)
BUMI.       @1950.     (+1.03%)
BBRI.        @5850.    (-0.84%)
BMRI.       @6300.    (-2.32%)
INDF.         @5050.    (+4.12%)
ADRO.     @1720.     (-0.57%)
TLKM.     @7600.    (+2.01%)
UNTR.      @22000 (+0.22%)

8 MOST ACTIVE STOCKs BY VALUE
ASII.         @63650.  (-0.62%)
BUMI.       @1950.     (+1.03%)
BBRI.        @5850.    (-0.84%)
BMRI.       @6300.    (-2.32%)
INDF.         @5050.    (+4.12%)
ADRO.     @1720.     (-0.57%)
TLKM.     @7600.    (+2.01%)
UNTR.      @22000 (+0.22%)

8 MOST ACTIVE STOCKs BY VOLUME
ENRG.       @132.       (285.440 M )
BNBR.       @51.          (283.049 M )
ASRI.        @385.      (162.552 M )
BUMI.        @1950.    (159.540 M )
ELTY.      @112.         (148.546 M )
DEWA.      @75.         (128.190 M )
LPKR.       @680.     (105.337 M )
ADRO.      @1720.   (103.593 M )

Bergerak Labil, IHSG Ditutup Naik Tipis. Foreign net sell Rp 439,709 miliar
http://finance.detik.com/read/2011/09/30/161013/1734182/6/bergerak-labil-ihsg-ditutup-naik-tipis

Aksi Beli Selektif Selamatkan IHSG Akhir Pekan
http://pasarmodal.inilah.com/read/detail/1780277/aksi-beli-selektif-selamatkan-ihsg-akhir-pekan

Tok..Tok.. RUPSLB PT Central Omega Tak Kuorum
http://pasarmodal.inilah.com/read/detail/1780296/toktok-rupslb-pt-central-omega-tak-kuorum

Bursa Asia Anjlok Terbesar Kuartalan Sejak 2008
http://pasarmodal.inilah.com/read/detail/1780291/bursa-asia-anjlok-terbesar-kuartalan-sejak-2008

BEI Buka Suspensi UNIT dan ALFA
http://pasarmodal.inilah.com/read/detail/1780267/bei-buka-suspensi-unit-dan-alfa

Bank Spanyol Ambilalih 3 Bank Gagal
http://pasarmodal.inilah.com/read/detail/1780261/bank-spanyol-ambilalih-3-bank-gagal

Laba Bersih CMNP Naik 26,04%
http://pasarmodal.inilah.com/read/detail/1780232/laba-bersih-cmnp-naik-2604

Crossing, LPPF Dibeli Meadow Rp7,81 Triliun
http://pasarmodal.inilah.com/read/detail/1780210/crossing-lppf-dibeli-meadow-rp781-triliun

Jepang Tambah Dana Intervensi US$195 Miliar
http://pasarmodal.inilah.com/read/detail/1780245/jepang-tambah-dana-intervensi-us195-miliar

18 AB siap meluncurkan online trading hingga akhir 2011
http://investasi.kontan.co.id/v2/read/1317370306/78786/18-AB-siap-meluncurkan-online-trading-hingga-akhir-2011

JAKARTA. PT Indofarma Tbk (INAF) kembali mencatatkan rugi bersih Rp 23,329 miliar di semester pertama 2011. Meskipun masih merugi, namun kerugian perusahaan pelat merah ini mulai berkurang dibandingkan semester pertama tahun lalu yang mencapai Rp 41,37 miliar.


BLOOMBERG: *ALSTOM WINS SUBSTATION CONTRACT IN INDONESIA

BUMI 2012 COAL OUTPUT MAY HIT 80 MILLION METRIC TONS VS 66 MLN TON IN 2011, UP 21%

DB STARTS BUYING BACK BUMI GRADUALLY

BLOOMBERG: *RAMAYANA GAINS FOR FIRST TIME IN 12 DAYS AFTER REPORT ON SALES

BLOOMBERG: *BARCLAYS BANK TO SELL INDONESIAN RUPIAH URIDASHI BONDS

BLOOMBERG: Matahari Ratings Unaffected by 2Q Results: S&P

BLOOMBERG: *FITCH AFFIRMS BENTOEL'S RUPIAH BOND AT 'AAA(IDN)'

Bloomberg: Asia Currencies Set for Worst Month Since ‘97 on Slowdown Signs

Antam Masukkan Dokumen Obligasi Akhir 2011
http://pasarmodal.inilah.com/read/detail/1780219/antam-masukkan-dokumen-obligasi-akhir-2011

Crossing, LPPF Dibeli Meadow Rp7,81 Triliun
http://pasarmodal.inilah.com/read/detail/1780210/crossing-lppf-dibeli-meadow-rp781-triliun

Sentimen di Jerman tak Kuat Topang Saham Eropa
http://pasarmodal.inilah.com/read/detail/1780203/sentimen-di-jerman-tak-kuat-topang-saham-eropa

BEI: 70 Anggota Bursa Sudah Gunakan Online Trading
http://pasarmodal.inilah.com/read/detail/1780186/bei-70-anggota-bursa-sudah-gunakan-online-trading

Anak Usaha BYAN Teken Kontrak dengan Thiess
http://pasarmodal.inilah.com/read/detail/1780192/anak-usaha-byan-teken-kontrak-dengan-thiess

Clipan Finance Tawarkan Obligasi Rp 500 Miliar
http://finance.detik.com/read/2011/09/30/140422/1733999/6/clipan-finance-tawarkan-obligasi-rp-500-miliar

Pasca Diakuisi, Utilisasi Indofarma Akan Naik Hingga 80% 
http://finance.detik.com/read/2011/09/30/132413/1733956/6/pasca-diakuisi-utilisasi-indofarma-akan-naik-hingga-80

XL Axiata Refinancing 960 Miliar
http://finance.detik.com/read/2011/09/30/131108/1733943/6/xl-axiata-refinancing-960-miliar

Asing Borong Saham Matahari Department Store Rp 7,7 Triliun 
http://finance.detik.com/read/2011/09/30/120706/1733907/6/asing-borong-saham-matahari-department-store-rp-77-triliun


Bloomberg: Kalbe Farma Forms M&A Team to Find Asian Acquisition Targets

Bloomberg: Asian Stocks Poised for Biggest Quarterly Drop Since 2008

Bloomberg: Rupiah Heads for Biggest Monthly Slide in Two Years; Bonds Drop

Bloomberg: 'Rupiah Heads for Biggest Monthly Slide in Two Years; Bonds Drop

Bloomberg: Ramayana Expects Sales to Increase by 20% Next Year, Kontan Says

Bloomberg: Rubber Futures Extend Gains in Tokyo, Rising as Much as 3.3%

Bloomberg: Citra Marga First-Half Net Income Gains to 165.5 Billion Rupiah

Inilah Menu Saham Pilihan Jumat (30/9)
http://pasarmodal.inilah.com/read/detail/1779966/inilah-menu-saham-pilihan-jumat-309

Rekomendasi Saham
Bursa Global Variatif, IHSG Fluktuatif 
http://finance.detik.com/read/2011/09/30/075523/1733686/6/bursa-global-variatif-ihsg-fluktuatif

Analis: Meski berpotensi naik, IHSG rentan profit taking
http://investasi.kontan.co.id/v2/read/1317348236/78726/Analis-Meski-berpotensi-naik-IHSG-rentan-profit-taking

Ikuti Global, IHSG Dibuka Naik 0,21%
http://pasarmodal.inilah.com/read/detail/1780113/ikuti-global-ihsg-dibuka-naik-021

ANCAMAN KRISIS GLOBAL
Sepanjang September, rupiah sudah keok 3,3%
http://investasi.kontan.co.id/v2/read/1317353216/78746/Sepanjang-September-rupiah-sudah-keok-33

Laba bersih naik 35%, ANTM reli paling tajam dalam delapan bulan
http://investasi.kontan.co.id/v2/read/1317352398/78742/Laba-bersih-naik-35-ANTM-reli-paling-tajam-dalam-delapan-bulan

Sentimen Positif Mulai Muncul, IHSG Menguat Tipis 
http://finance.detik.com/read/2011/09/30/093635/1733749/6/sentimen-positif-mulai-muncul-ihsg-menguat-tipis

Siap Delisting, Suspansi Saham ALFA Dicabut 
http://finance.detik.com/read/2011/09/30/103018/1733790/6/siap-delisting-suspansi-saham-alfa-dicabut

Laba Naik, 'Hold' Saham Antam
http://pasarmodal.inilah.com/read/detail/1780109/laba-naik-hold-saham-antam

Inilah Saham Berpotensi Profit Taking dan Rebound
http://pasarmodal.inilah.com/read/detail/1780104/inilah-saham-berpotensi-profit-taking-dan-rebound

Refinancing Utang CIC, 'Maintain Buy' BUMI
http://pasarmodal.inilah.com/read/detail/1780105/refinancing-utang-cic-maintain-buy-bumi

UNTR Pinjamkan Anak Usaha US$12 Juta
http://pasarmodal.inilah.com/read/detail/1780100/untr-pinjamkan-anak-usaha-us12-juta

Refinancing Utang CIC, 'Maintain Buy' BUMI
http://pasarmodal.inilah.com/read/detail/1780105/refinancing-utang-cic-maintain-buy-bumi

Saham Energi Dukung Bursa Asia Menguat Pagi Ini
http://pasarmodal.inilah.com/read/detail/1780090/saham-energi-dukung-bursa-asia-menguat-pagi-ini

Saham KIJA Berpotensi Terkerek ke Level Rp250
http://pasarmodal.inilah.com/read/detail/1780096/saham-kija-berpotensi-terkerek-ke-level-rp250

Grup Djarum Incar Saham Trias Sentosa?
http://pasarmodal.inilah.com/read/detail/1780098/grup-djarum-incar-saham-trias-sentosa

Sentimen Beragam, Wall Street Mixed
http://pasarmodal.inilah.com/read/detail/1780062/sentimen-beragam-wall-street-mixed

IPO, Solusi Tunas Pratama Ditetapkan Rp3.400/Saham
http://pasarmodal.inilah.com/read/detail/1779925/ipo-solusi-tunas-pratama-ditetapkan-rp3400saham

Berencana ekspansi, SIPD dapat pinjaman Rp 140 miliar dari BMRI
http://investasi.kontan.co.id/v2/read/1317351492/78740/Berencana-ekspansi-SIPD-dapat-pinjaman-Rp-140-miliar-dari-BMRI

Targetkan kenaikan laba 40%, saham PTBA menjadi incaran investor
http://investasi.kontan.co.id/v2/read/1317350843/78735/Targetkan-kenaikan-laba-40-saham-PTBA-menjadi-incaran-investor

Mengekor mayoritas bursa regional, IHSG dibuka menghijau
http://investasi.kontan.co.id/v2/read/1317350877/78736/Mengekor-mayoritas-bursa-regional-IHSG-dibuka-menghijau

DSSA menjual lahan untuk membiayai proyek PLTU
http://investasi.kontan.co.id/v2/read/1317345305/78721/DSSA-menjual-lahan-untuk-membiayai-proyek-PLTU

Jumlah pelanggan melesu, FREN perkuat layanan data
http://investasi.kontan.co.id/v2/read/1317343551/78719/Jumlah-pelanggan-melesu-FREN-perkuat-layanan-data

TURI bangun lagi empat gerai motor
http://investasi.kontan.co.id/v2/read/1317338866/78713/TURI-bangun-lagi-empat-gerai-motor

Asia Equity Strategy: Net Foreign Buying for Three Consecutive Days – Start of  Trend?
Sales commentary: Indeed, Indonesia is no longer looking crowded in NJA after the net foreign outflows in the past two months. In our observation, JCI is stabilizing, somewhat supported by firm currency and bond markets, and before long, we believe investors will re- appreciate Indonesia’s firm fundamentals and economic resilience – especially on a relative basis to its peers in the region. To play the JCI recovery, we recommend the following themes: 1) value plays – BBRI, INTP and PTBA; and 2) quality plays – ASII and BMRI. We recommend investors to avoid expensive stocks that might lag in the JCI rebound – GGRM, BBCA and KLBF. (credit suisse)

INTA: 640-900. 2011 full year net profit could rise by 81% to exceed IDR150 billion (EPS:IDR69.4) from IDR83 billion by the end of 2010. It is now trading at a p/e ratio of only 9.5X 2011 earnings, far below the industrial average p/e ratio of 16X. INTA is a distributor for heavy equipment for industries. It has almost a similar business with UNTR. My 12-month target is at IDR1,200. Best buy is at any levels below IDR700


RAJA 1H NET PROFIT ROSE 14,837% TO IDR33.38 BILLION FROM IDR241 MILLION A YEAR EARLIER ON HIGHER SALES
14 ribu persen

RAJA 1H SALES ROSE 5,200% TO IDR313 BILLION FROM IDR7 BILLION A YEAR AGO

ASRI: 350-430. FULL YEAR net profit could rise by 99% to IDR578 billion from IDR290 billion a year earlier due to higher sales. It is now trading at a p/e ratio of 11.5X 2011 earnings, far below the property average p/e ratio of 16X. At that average, ASRI should be fairly valued at IDR510. Best buy is at any levels below IDR400.

RAJA 1H SALES JUMPED SIGNIFICANTLY DUE TO REVENUE CONTRIBUTION FROM COAL UNIT

RAJA NOW TRADES AT A P/E RATIO OF 0.6X 2011 EARNINGS; EPS IDR972; FULL YERA NET PROFIT MAY EXCEED IDR650 BILLION

Thursday, September 29, 2011

Don't Let Your Account Crash & Burn & Being The Victim of The Volatile Market

Biaya / Jadwal / Materi / Tujuan 
W.S BASIC CTA IV '3S' 8 Okt 2011 Jkt:
(Konfirmasi Terdaftar 6 orang; 10 is waiting)

Southeast Asia (Indonesia): Strong Growth, Humming Factories, No Debt Crisis

Gloom has enveloped most of the investment landscape these days, but there is still one region that offers strong growth and serious returns. I'm talking about Southeast Asia. There was a time when investors scoffed at the likes of Singapore, Thailand, Malaysia and Indonesia. But no one's laughing now. The naysayers currently are all too busy pulling their money out of the regions they always assumed were safe - the United States, Europe, and even the trendy BRICs (Brazil, Russia, India, and China).

Read More: http://moneymorning.com/2011/09/28/southeast-asia-strong-growth-humming-factories-no-debt-crisis/

Goldman Sachs Sees 40% Risk of ‘Great Stagnation’
Investors and consumers across the world are worried that the global economy is heading back into recession, but analysts at Goldman Sachs are warning the risk of a "great stagnation" is bigger than you might think. Having analyzed 150 years of macroeconomic data, Goldman has found 20 examples of stagnation similar to those experienced by Japan in the 1990’s, most of which occurred during the last 60 years in developed economies.

Read More: http://www.cnbc.com/id/44713332

Citigroup Cuts Global Growth Forecasts--Again
Economists at Citigroup have again cut their global gross domestic product forecasts for 2011 and 2012 as growth prospects “continue to deteriorate quickly.” At a global level, the bank's Citi Investment Research & Analysis unit predicted on Thursday that growth will slow to 3 percent this year and 2.9 percent in 2012. Two percent global growth is seen by the International Monetary Fund and World Bank as the classification for global recession.

Read More: http://www.cnbc.com/id/44712805

HSBC Says Gold Will Average $2,025 Next Year – Here's the Move You Need to Make Now
HSBC Holdings PLC (NYSE ADR: HBC) just predicted that gold prices will likely average $2,025 a troy ounce in 2012 - stating that investor fears about the Eurozone and other regions of the global economy will send them rushing back into such safe-haven holdings as gold.

Read More: http://moneymorning.com/2011/09/26/hsbc-says-gold-will-average-2025-next-year-heres-move-you-need-to-make-now/

Step Aside BBC "Trader": Head Of UniCredit Securities Predicts Imminent End Of The Eurozone And A Global Financial Apocalypse
"the euro is “practically dead” and Europe faces a financial earthquake from a Greek default"... “The euro is beyond rescue”... “The only remaining question is how many days the hopeless rearguard action of European governments and the European Central Bank can keep up Greece’s spirits.”...."A Greek default will trigger an immediate “magnitude 10” earthquake across Europe."..."Holders of Greek government bonds will have to write off their entire investment, the southern European nation will stop paying salaries and pensions and automated teller machines in the country will empty “within minutes.” In other words: welcome to the Apocalypse...

Track Record CTA Hitsaham Trading Systems I - VI in Bull Rally & Flash Crash

Rekomendasi BUY NEKAD VI (Paska Flash Crash Trading 22/09 Sesi 2; 14.50 WIB); hold hingga 29/09 (German Vote). 
ASII (57.400)   Closed Rp 63.750  = +11.06%
BMRI (5.550)   Closed Rp 6.400     = +15.31%
BBRI (5.400)    Closed Rp 5.950    = +10.18%
TLKM (7.150)   Closed Rp 7.450    = +4.19%
GGRM (49.100) Closed Rp 51.750 = +5.39%
KLBF (2.900)    Closed Rp 3.300    = +13.79%
CMNP (1.470)  Closed Rp 1.540    = +4.76%
ASRI (370)       Closed Rp 370        = +0%
JSMR (3.600)   Closed Rp 4.000    = +11.11%
INDF (4.525)    Closed Rp 4.850    = +7.18%

Total Return: Gross +82.97% = Average 10 saham = +8.297%

Belum termasuk Close Trading Buy 5 Posisi hari 27-09 with (+) Return: (ASII/AKRA/BBRI/ICBP/GGRM)

TRACK RECORD BUY NEKAD I / II / III / IV / V :

BUY NEKAD ATTACK I (2011-08-08 7:08 AM (14.08 WIB):
( ) = Modal Buy & Return %:
ASII (64.300 = +13.28%)/ INDF (6.100 = +5.73%)/ BMRI (6.900 = +6.52%)/ BBRI (6.300 = +7.93%)/ TLKM (7.500 = -0.67%)/ UNVR (15.800 = +10.12%)/ GGRM (49.700 = +12.67%)/ ADRO (2.300 = +4.34%)/ BBNI (3.975 = +11.95%)/ SMGR (8.800 = +3.40%)/ PGAS (3.075 = +11.38%)/ UNTR (23.200 = +8.19%)/ BUMI (2.550 = +7.84%). Stop loss -3.5%;

Hasil Total Gross =+102.68%
= +7.9% (Average 13 Saham)


BUY NEKAD ATTACK II (Sesi 2 11/08):

( ) = Modal Buy & Return %:
SESI 2: BORN (1.230 = +4.06%)/ CLPI (1.890 = 4.76%)/ LPCK (1.510 = +58.94%*)/ KLBF (3.300 = +6.18%)/ JSMR (3.800 = +7.23%)/ AKRA (2.775 +6.72%) STOP LOSS IHSG CLOSE BELOW 200-day MA / -5% TARGET  PROFIT TAKING 18-08 (17/08 : INDEPENDENT DAY). *LPCK (Hold hingga 2.975, stop loss dibawah 2.175)

Hasil Total Gross = +87.89%
= +14.65% (Average 6 saham)


BUY NEKAD ATTACK III (Sesi 1 15/08):
( ) = Modal Buy & Return %:
EKAD (390 = +6.40%) + ASII (68.900 = +5.22%) + ITMG (breakout inv H&S: 46.000 = -0.76%) Hingga 18-19 Agustus (Peak).

Hasil Trading Gross: +10.76%
= +3.62% (Average 3 saham)


BUY NEKAD IV (19-08):
( ) = Modal Buy & Return %:
19/08: Cut Rekomendasi BUY NEKAD IV: KLBF 3.400 (19/08: close 3.425)/ BMRI 7.100 (19/08: close 6.900)/ UNSP 385 (19/08: close 385)/ BRAU 530 ((19/08: close 540)/ INDF 6.250 (19/08: close 6.100)/ AKRA 2900 ((19/08: close 2.925)/ ASII 69.000 ((19/08: close 66.400).

HOLD BUY NEKAD V
(Sesi 2: 19-08): ASII 66.700 (19/08: Close 66.150)/ BBRI 6.500 (19/08: close 6.400)/ BBCA 7.900 (19/08: close 8.000)/ PGAS 3.350 (19/08: close 3.300)/ INTA 730 (19/08: close 740)/ CPIN 2.650 (19/08: close 2.625)/ BKSL 200 (19/08: close 200)/UNVR 16.700 (19/08: close 16.600). Risk < -4.5%, Hold Until 23-08.

Rekomendasi BUY NEKAD I / II / III:
http://hitsaham.blogspot.com/2011/08/join-me-to-know-how-market-works.html

Track Record Juni - Juli 2011:

Return: +161% + 254% = +415%
http://hitsaham.blogspot.com/2011/07/analisa-strategis-9-methods-hitsaham-23.html

Track Record 2010:
Return = +1.160%
http://hitsaham.blogspot.com/2011/01/last-of-track-records-combo-technical.html

@Short-Term Party is Over? Close 10 Saham Rek BUY NEKAD (22/09) on Bear Trap & Overbought Intraday

IHSG:
DJIA:
USDIDR:
GOLD:
EUR-USD:

Laporan & Rumor Saham Indonesia 29-09 (Refresh)

Bursa Asia Menguat, IHSG Bertambah 24 Poin. foreign net sell Rp 209,501 miliar
http://finance.detik.com/read/2011/09/29/160827/1733423/6/bursa-asia-menguat-ihsg-bertambah-24-poin


Siapa saja bluechips yang paling diburu sore ini?
http://investasi.kontan.co.id/v2/read/1317287968/78686/Siapa-saja-bluechips-yang-paling-diburu-sore-ini


Saham Tambang Turun, IHSG hanya Naik 0,6%
http://pasarmodal.inilah.com/read/detail/1779840/saham-tambang-turun-ihsg-hanya-naik-06


Lonjakan 110 saham menyebabkan indeks naik 0,68%
http://investasi.kontan.co.id/v2/read/1317287036/78684/Lonjakan-110-saham-menyebabkan-indeks-naik-068-


Yunani Di-bailout, Rupiah Kembali Kuat
http://pasarmodal.inilah.com/read/detail/1779858/yunani-di-bailout-rupiah-kembali-kuat


CLSA turunkan rekomendasi, BUMI jatuh ke level terendah setahun
http://investasi.kontan.co.id/v2/read/1317280651/78667/CLSA-turunkan-rekomendasi-BUMI-jatuh-ke-level-terendah-setahun


Saham BUMI Teraktif Diperdagangkan Kamis (29/9)
http://pasarmodal.inilah.com/read/detail/1779872/saham-bumi-teraktif-diperdagangkan-kamis-299


Volume Batubara PTBA Naik 10%
http://pasarmodal.inilah.com/read/detail/1779803/volume-batubara-ptba-naik-10


BUMI Downgrade, Saham Grup Bakrie Memerah
http://pasarmodal.inilah.com/read/detail/1779799/bumi-downgrade-saham-grup-bakrie-memerah


10 Alasan Penyelamatan Zona Euro Bisa Gagal
http://pasarmodal.inilah.com/read/detail/1779836/10-alasan-penyelamatan-zona-euro-bisa-gagal


Kali Ini Buana Finance Raih Kredit BACA Rp200 M
http://pasarmodal.inilah.com/read/detail/1779887/kali-ini-buana-finance-raih-kredit-baca-rp200-m


BUMI juga Terbanyak Dijual Asing, Kamis (29/9)
http://pasarmodal.inilah.com/read/detail/1779883/bumi-juga-terbanyak-dijual-asing-kamis-299


APRDI Revisi Dana KelolaanJadi Naik 10-12%
http://pasarmodal.inilah.com/read/detail/1779879/aprdi-revisi-dana-kelolaanjadi-naik-10-12


Penjualan Turun, Truba Alam Merugi 11 Miliar 
http://finance.detik.com/read/2011/09/29/171729/1733491/6/penjualan-turun-truba-alam-merugi-11-miliar


Pasar Fluktuatif, Industri Reksa Dana Revisi Target AUM 
http://finance.detik.com/read/2011/09/29/170230/1733466/6/pasar-fluktuatif-industri-reksa-dana-revisi-target-aum


Pajak Dituding Jadi Penghambat Pertumbuhan Reksa Dana 
http://finance.detik.com/read/2011/09/29/174723/1733526/6/pajak-dituding-jadi-penghambat-pertumbuhan-reksa-dana


Pefindo rating 12 perusahaan yang bakal menerbitkan surat utang
http://investasi.kontan.co.id/v2/read/1317292463/78693/Pefindo-rating-12-perusahaan-yang-bakal-menerbitkan-surat-utang


Bloomberg: Mitsubishi, Mitsubishi Heavy Agree Indonesia Gas Project: Link


Bukit Asam Incar Laba Rp 3 Triliun 
http://finance.detik.com/read/2011/09/29/134508/1733265/6/bukit-asam-incar-laba-rp-3-triliun


BBRI Laba Tahun Ini diperkirakan akan mencapai 14T, BMRI laba tahun ini diperkirakan 12T


ASGR NOW TRADES AT 8.9X 2011 EARNINGS; TP 1700


ANALYST AND INVESTORS GATHERING IN LONDON ON BUMI PLC STARTS TODAY. MOST ANALYSTS EXPRESS INTENTION FOR LONG TERM INVESTMENT IN BUMI AND UNITS.


Sesi Dua, Pilih Saham Potensial Secara Teknikal
http://pasarmodal.inilah.com/read/detail/1779743/sesi-dua-pilih-saham-potensial-secara-teknikal


BEI:Saham Emiten Besar Masih Jadi Pilihan Investor
http://pasarmodal.inilah.com/read/detail/1779764/beisaham-emiten-besar-masih-jadi-pilihan-investor


Sst,, Anak Usaha BNI Dibidik Asing
http://pasarmodal.inilah.com/read/detail/1779778/sst-anak-usaha-bni-dibidik-asing


Saham Perbankan, Naik atau Turun?
http://pasarmodal.inilah.com/read/detail/1779777/saham-perbankan-naik-atau-turun


Saham Konsumen Topang IHSG Sesi I Ditutup Positif
http://pasarmodal.inilah.com/read/detail/1779746/saham-konsumen-topang-ihsg-sesi-i-ditutup-positif


Schroder 90 Plus Equity Fund (Agst 2011) :
1 Astra International (Equity)
2 Bank Mandiri (Equity)
3 Bank Negara Ind. (Equity)
4 BRI (Equity)
5 Bumi Resources (Equity) 
6 Citibank N.A (TD)
7 Gudang Garam (Equity)
8 Indofood (Equity)
9 Telkom (Equity)
10 United Tractor (Equity)


Bloomberg: Bumi Drops to One-Year Low as CLSA Downgrades to ‘Underperform’


BLOOMBERG: Bank Mandiri, Rakyat, Bank Negara May Outperform, Deutsche Says


Sesi I
Sepi Transaksi, IHSG Naik Tipis 5 Poin. Asing Net Sell Rp 71 miliar 
http://finance.detik.com/read/2011/09/29/120746/1733074/6/sepi-transaksi-ihsg-naik-tipis-5-poin


Diramal bakal outperform, saham tiga perbankan pelat merah melaju kencang
http://investasi.kontan.co.id/v2/read/1317268551/78638/Diramal-bakal-outperform-saham-tiga-perbankan-pelat-merah-melaju-kencang


Perombakan Direksi Semen Gresik Tertunda Karena RUPS Tak Kuorum
http://finance.detik.com/read/2011/09/29/121208/1733076/6/perombakan-direksi-semen-gresik-tertunda-karena-rups-tak-kuorum


BEI:Asing tak Pernah Abaikan Pasar Saham Indonesia
http://pasarmodal.inilah.com/read/detail/1779725/beiasing-tak-pernah-abaikan-pasar-saham-indonesia


Moody's Revisi Outlook ISAT Jadi Stabil
http://pasarmodal.inilah.com/read/detail/1779694/moodys-revisi-outlook-isat-jadi-stabil


BNI Suntik Dana ke Rp275 M ke AFI
http://pasarmodal.inilah.com/read/detail/1779696/bni-suntik-dana-ke-rp275-m-ke-afi


Ben Bernanke Ajak AS Belajar dari Emerging Market
http://pasarmodal.inilah.com/read/detail/1779704/ben-bernanke-ajak-as-belajar-dari-emerging-market


Auditor Internasional Bersiap Vonis Yunani
http://pasarmodal.inilah.com/read/detail/1779724/auditor-internasional-bersiap-vonis-yunani


Harga kontrak timah anjlok, saham TINS ikut merosot
http://investasi.kontan.co.id/v2/read/1317268876/78641/Harga-kontrak-timah-anjlok-saham-TINS-ikut-merosot


Berencana kuasi reorganisasi, saham BRPT melaju pagi ini
http://investasi.kontan.co.id/v2/read/1317267643/78635/Berencana-kuasi-reorganisasi-saham-BRPT-melaju-pagi-ini


Lunasi utang ke Credit Suisse, UNSP bakal menyerahkan 6,1 juta saham
http://investasi.kontan.co.id/v2/read/1317265840/78633/Lunasi-utang-ke-Credit-Suisse-UNSP-bakal-menyerahkan-61-juta-saham


Rupiah kembali lunglai karena kekhawatiran krisis Eropa
http://investasi.kontan.co.id/v2/read/1317268680/78639/Rupiah-kembali-lunglai-karena-kekhawatiran-krisis-Eropa


Dalam Sepekan Harga Emas Batangan Lokal Turun Rp 20.000/Gram 
http://finance.detik.com/read/2011/09/29/121108/1733068/4/dalam-sepekan-harga-emas-batangan-lokal-turun-rp-20000-gram


AISA::::    Tiga Pilar: Thailand cancelled rice imports to Indonesia, India as an alternative source. AISA is the beneficiary (AISA, Rp670, Not Rated)


Netbuy hari ini: BMRI, BBRI, BSDE, ASRI, MYOH, BORN, TLKM, CMNPINTP, PGAS
netsell: BUMI, ELTY, BRAU, ENRG, TINS, SMRA, INDY


Bumi Resources, the country’s largest listed coal producer, announced a plan on Tuesday to buy back as much as 3.75 percent of its shares, setting aside up to Rp 3.9 trillion ($456 million) for the purchase. In a brief prospectus published in a local newspaper on Tuesday, Bumi planned to buy as many as 780 million of its outstanding shares in the market at a maximum price of Rp 5,000 a share. The shares will then be used to pay its equity-linked debts — specifically, the $375 million worth of convertible bonds that it raised in 2009 and are due in 2014.


Agenda 29 September Rups SDPC, MAIN RUPSLB, 30 September CFIN RIGHT ISSUE, RASIO 20:9 (500) CUM (dapat warrant 1:1), MYOH TECHNOLOGY RUPSLB, XL AXIATA RUPSLB, rups DKFT, TANAH LAUT RUPSLB


Bloomberg: TECHNICALS: Asian Currencies May Slide 10% by Year-End


Bloomberg: Bakrie Sumatera Plantations to Repay Bonds With Buyback Shares


Bloomberg: Palm Oil Falls as Much as 2.1% to 2,850 Ringgit a Metric Ton


Bloomberg: Modern May Spend 180 Bln Rupiah to Build 7-Elevens, Kontan Says


Bloomberg: Rubber Futures Extend Losses in Tokyo, Dropping as Much as 6.4%


Bloomberg: Rupiah Declines as Funds Reduce Holdings on Economic Slowdown


Inilah Saham Pilihan Kamis (29/9)
http://pasarmodal.inilah.com/read/detail/1779525/inilah-saham-pilihan-kamis-299


Mengekor pergerakan regional, IHSG dibuka lunglai
http://investasi.kontan.co.id/v2/read/1317264171/78626/Mengekor-pergerakan-regional-IHSG-dibuka-lunglai


Rekomendasi Saham
IHSG Bisa Ikut Terseret Harga Komoditas
http://finance.detik.com/read/2011/09/29/074255/1732824/6/ihsg-bisa-ikut-terseret-harga-komoditas


Pagi Ini, Bursa Asia Tertekan Saham Energi
http://pasarmodal.inilah.com/read/detail/1779677/pagi-ini-bursa-asia-tertekan-saham-energi


Golden Energy targetkan dana US$ 550 juta dari IPO
http://investasi.kontan.co.id/v2/read/1317216218/78582/Golden-Energy-targetkan-dana-US-550-juta-dari-IPO


Potensi rugi JLU IPO GIAA Rp 750 miliar
http://investasi.kontan.co.id/v2/read/1317258959/78613/Potensi-rugi-JLU-IPO-GIAA-Rp-750-miliar


RALS buka delapan gerai baru di 2012
http://investasi.kontan.co.id/v2/read/1317257287/78609/RALS-buka-delapan-gerai-baru-di-2012


Delapan sekuritas sudah membayar denda terkait sanksi IPO KRAS
http://investasi.kontan.co.id/v2/read/1317226516/78593/Delapan-sekuritas-sudah-membayar-denda-terkait-sanksi-IPO-KRAS


Akuisisi Bhakti Energy, 'Mantain Buy' Adaro
http://pasarmodal.inilah.com/read/detail/1779684/akuisisi-bhakti-energy-mantain-buy-adaro


Terimbas Global, IHSG Dibuka Turun Hampir 1%
http://pasarmodal.inilah.com/read/detail/1779689/terimbas-global-ihsg-dibuka-turun-hampir-1


Inilah Saham-saham Berpotensi Profit Taking
http://pasarmodal.inilah.com/read/detail/1779683/inilah-saham-saham-berpotensi-profit-taking


Skenario Terburuk Krisis Eropa bagi IHSG
http://pasarmodal.inilah.com/read/detail/1779484/skenario-terburuk-krisis-eropa-bagi-ihsg


Ketakutan Krisis Global Pukul Harga Komoditas
http://pasarmodal.inilah.com/read/detail/1779682/ketakutan-krisis-global-pukul-harga-komoditas


Pascakuasi, Harga Wajar KIAS Rp750
http://pasarmodal.inilah.com/read/detail/1779467/pascakuasi-harga-wajar-kias-rp750


MDRN Targetkan Kontribusi 7-Eleven 60%
http://pasarmodal.inilah.com/read/detail/1779435/mdrn-targetkan-kontribusi-7-eleven-60


Rencana Lepas Saham, DOID Dilirik 3 Kandidat
http://pasarmodal.inilah.com/read/detail/1779672/rencana-lepas-saham-doid-dilirik-3-kandidat


KAEF anggarkan capex Rp 180 miliar di 2012
http://investasi.kontan.co.id/v2/read/1317213579/78578/KAEF-anggarkan-capex-Rp-180-miliar-di-2012


Gelontorkan Ratusan Miliar, Unilever Jadikan RI Basis Industri Asia 
http://finance.detik.com/read/2011/09/29/081232/1732840/6/gelontorkan-ratusan-miliar-unilever-jadikan-ri-basis-industri-asia


Palm oil producer PT Bakrie Sumatera Plantations Tbk (UNSP) will use 6.1 million shares obtained from buyback to settle US$600,000 equity-linked notes to Credit Suisse (USA) LLC. The conversion price is set at Rp347.02 per share, higher than yesterday closing price at Rp290. Harry M. Nadir, Bakrie Plantations' Finance Director, said the notes settlement is part of a total of US$199 million equity linked notes which will mature in 2017. Referring to the notes agreement, the company can settle the notes using cash, shares, and a combination of cash and shares. Credit Suisse sent notification to Bakrie Plantations on September 12, saying the creditor has asked the company to settle the notes using shares. The share will be converted into notes within 14 days after the announcement filed


Tower Bersama Group is soon getting a US$200 million loan facility from several banks, as part of a US$2 billion debt seeking program. The 4.5-year-maturity facility, as reported by Bisnis Indonesia today, will be channeled by Australia & New Zealand Bankin Group Ltd, Bank of Tokyo-Mitsubishi UFJ Ltd, DBS Group Holdings Ltd, Credit Agricole CIB, Srandard Bank Group Ltd, Oversea-Chinese Banking Corp, and United Overseas Bank Ltd. The banks are scheduled to enter the facility agreement with Tower Bersama next week


UNSP convertible bonds; conversion rate at IDR347.02/ share


9:19 AM 9/29 Jakarta - Harga saham PT Hanson International Tbk (MYRX) berpeluang menembus level Rp350-500 dalam waktu dekat. Hal ini seiring kabar perseroan yang akan mendapatkan suntikan dana dari investor asal Asia untuk menggarap bisnis pertambangan batubara. Selain itu, kabar perseroan yang akan mendapatkan proyek pengadaan tabung gas elpiji 3 kg dari pemerintah turut menjadi sentimen positif.


Jakarta - PT Bank Victoria International Tbk (BVIC) dikabarkan akan mendapatkan suntikan modal dari salah satu pemegang saham asal Timur Tengah guna mendukung ekspansi perusahaan tahun ini. Selain itu, berdasarkan kabar di pasar, pemegang saham berniat menambah kepemilikan sahamnya. Sentimen ini diprediksi bisa mengerek saham BVIC hingga ke level Rp170. Saham BVIC saat ini cukup murah dengan PER 3,23 kali dan PBV 0,82 kali. Pada perdagangan kemarin saham BVIC ditutup melemah Rp1 ke level Rp130.


Company Update – Jasa Marga – The importance of being resilient Despite minor delays in tariff hikes this year, we believe Jasa Marga should be able to implement its biannual tariff hikes by Oct 11. We estimate no negative impact on its traffic volume. We expect cost-cutting and improvements to its electronic systems to underpin its long-term earnings growth. Also, two new projects have been added so far this year. We adjust our cost estimates for lower employee/km ratios, which raises our earnings estimates by 1-3% for FY11-13. Offsetting a higher market risk premium and WACC of 10.4-10.6% (from 10-10.3%), we have a higher DCF-based target price of Rp4,800 (from Rp4,600). A stable business, active cost management, acquisitions of new projects and the passing


Berdasarkan historycal setiap akhir september selalu ada window dressing yg di lakukan oleh manager investasi maupun emiten yg berkepentingan untk membuat porfolio maupun nilai buku perusahaan menjadi bagus. Ada beberapa saham yg selalu melakukan window dressing dlm kurun 5 tahun belakangan ini.
1. Bank : BMRI,BBRI,BBNI,BBCA     dan BDMN.                              
2 . Coal PTBA,ITMG,HRUM,ADRO.   dan Indy.                              
3. Kontraktor : UNTR dan DOID.                                           
4. Semen : INTP dan SMGR.                                                
5. KONSTRUKSI : WIKA dan ADHI. .                                           
6. Property : BSDE , SMRA , ASRI


BMRI/BBNI/BBRI are likely outperformers in a market recovery
We retain our positive call on the Indonesian banking space, and argue that the valuation premium relative to regional peers can be justified given the growth profile. Indeed, the Indo banking sector’s 11E PEG of 0.8x is comparable to the regional average of 0.7x. Excluding BCA/BTPN/BII, the Indo PEG of 0.5x is clearly cheaper than regional peers (see Figure 15 page 4 for details). The longer term trends too, in our view, should be more compelling than for peers. Within the sector, we have indentified BMRI/BBNI/BBRI as potential outperformers, particularly in market recoveries. On BBCA, we continue to like the stock because of its strong fundamentals, but its massive premiums relative to its domestic peers suggest likely underpin


[Dow Jones] Singapore shares are likely to open lower, following the torrid offshore session Wednesday. While there have been few cues from policymakers so far this week, both sentiment and technical indicators appear to be growing increasingly bearish. "I think we will see people increasingly using bounces to lighten their positions...and whatever bounces we see are not going to be very strong," an analyst at a local brokerage says. He expects support will be firm around the 2603 level, which is the 38.2% retracement of the March 2009-November 2010 bull market. Resistance is likely at the 30-day moving average of 2772. Commodities and other cyclical stocks such as Noble Group (N21.SG), Golden Agri-Resources (E5H.SG), Olam International (O32.SG) and Sembcorp Marine (S51.SG) are again likely to be in focus today. (samuel.holmes@dowjones.com)


[Dow Jones] Trading in Hong Kong's stock and derivatives markets will be suspended for at least part of today as an approaching tropical cyclone brings heavy wind and rain to the city, forcing the closure of schools and much of the public transportation system. The Hong Kong Observatory earlier in the morning issued the Tropical Cyclone Warning Signal 8, meaning all markets, offices, schools and nonessential government departments shut down. This is Hong Kong's first signal 8 in over two years. According to Hong Kong stock exchange arrangements, if a signal 8 remains in place at 0100 GMT, or 9:00 am local time, the morning trading session will be canceled. If a signal 8 is still in place after 0400 GMT, or noon local time, trading will be suspended for the entire day. The Observatory said it expects to keep the signal 8 in place for much of Thursday morning. (jeffrey.ng@dowjones.com)

[Dow Jones] LME base metals slump within the opening minutes of trading in Asia, with copper falling more than 5.9% to $6,824.75/ton. Worries over a global economic slowdown curbing demand for industrial metals and investors turning pessimistic about a quick resolution to Europe's debt crisis, are weighing on sentiment. Analysts say the copper market has cracked and has followed other markets lower in the past few days. Further, weakness in stock markets in Europe and in the U.S. is expected to hurt sentiment towards base metals, which have been tracking stock markets the past few weeks. LME 3-month copper is last at $6,884.75/ton, down $365.25, zinc is at $1,880/ton, down $60, lead is at $1,920/ton, down $20, nickel is at $17,906/ton, down $594, while aluminum is at $2,235/ton, unchanged from its previous close. (arpan.mukherjee@dowjones.com)

[Dow Jones] The Kospi is choppy early, last flat at 1723.75 amid net selling by local institutions and retailers in small volumes, and net buying by foreigners. Analysts note the market lacks strong momentum to move sharply in either direction. Nothing has changed much regarding Europe's debt situation and "stocks are just up one day and down the other, depending on what's news," says Korea Investment & Securities analyst Kim Jung-hoon. He pegs support for the index at 1700. Oil refiners underperform, setting a negative tone for the broader chemicals sector following a drop in crude prices, as weaker crude may drag down companies' product sales prices; SK Innovation (096770.SE) falls 3.2% to KRW135,500 and S-Oil (010950.SE) declines 2.4% to KRW101,000. On the upside, bank shares outperform on dip-buying after their recent declines; KB Financial (105560.SE) rises 2.2% to KRW39,800, while Woori Finance (053000.SE) advances 1.9% to KRW9,790. (min-jeong.lee@dowjones.com)

Gold: After breaking down below key support at 1598.20, the next target for GOLD is 1562.50. First resistance is now 1625.00, and if this level holds firm in the near term, it may well fall to the 1562.50 support.(HND)

[Dow Jones] Gold and silver could move lower after the metals were unable to hold on to the gains made earlier this week, says Barclays Capital based on technical analysis. The house expects gold and silver to target $1,532/oz and $26.08/oz respectively. "We think markets will revisit the lows posted on Friday but look for the velocity of the downtrend to be slower." Analysts remain convinced about the yellow metal's medium- to long-term bullish outlook, but the near-term prospects appear uncertain with volatility proving scary for investors. Spot gold falls more than 1% to an early low of $1,583/oz and silver slips more than 2% to $29.102/oz. Spot gold is last at $1,585.90/oz, down $23.80 and silver is at $29.43/oz, down 50 cents from its previous close. (arpan.mukherjee@dowjones.com)

Asian CDS spreads widen in illiquid trading Thursday, with Hong Kong trade delayed due to a typhoon warning. Risk sentiment slumps after a rally, as market players realise they were getting ahead of themselves, with many hurdles still yet to be cleared in the euro zone. Spreads on the Markit iTraxx Asia ex-Japan CDS index were recently quoted at 240-245 bps, wider than 228-232 bps this time Wednesday; levels will be highly event-driven going forward. For now, sentiment is "rough as old nails," one Asia-based syndicate banker says.(natasha.brereton-fukui@dowjones.com)

Wednesday, September 28, 2011

Pelajari Timing Untuk Entry (Bullish Rally) & Exit (Flash Crash): Hanya Di Workshop Basic '3S' CTA IV

Workshop Basic '3S (Simple - Special - Super) CTA IV Jakarta
Mulai jam 09.00 - 17.00 WIB, 08 Oktober 2011 di Hotel Sofyan Tebet, Jl. Dr. Soepomo S.H, Jakarta 12810, (021) 8295691.  
Dapatkan harga special Rp 1.500.000,00. Early Bird Sebelum 3 Oktober 2011 menjadi Rp 1.250.000.
Harga sudah termasuk Materi (PDF & Fotocopy) / Coffee Break + Lunch / Sertifikat / Free Wifi (harap membawa laptop).
Daftarkan di Hitsaham@yahoo.com: Isi Nama / Alamat / No Hp.

Transfer ke Rek BCA: Andri Zakaria S. No: 6640.144.660. KC: ITC Kuningan Jkt. No Acc Bank Mandiri No 124000.5130134 An: Andri Zakarias.
Lampirkan foto copy transferan anda ke email: Hitsaham@yahoo.com


Ditujukan untuk: Pemula/ Trader/ Investor/ Karyawan/ Sales-Marketing Saham

Tujuan:
* Entry Buy & Sell better level dengan agresif
* Strategy Buy & Hold & Switching
* Untuk menghitung target Kenaikan & Penurunan
* Mengetahui kekuatan trend pasar (Buying Power vs Selling Power)
* Membaca Fase Akumulasi vs Distribusi
* Mengenal Bandarmology + Strategy Buy on Rumor / News
* Mengetahui analisa Intermarket (Flash Trader & Skenario Global)
* Mengetahui Manajemen Resiko dengan Risk vs Reward
 
Materi (Saham + FX + Commodity) :
* Japanese Style Trading

   -  Basic Candlesticks (Bonus: A New Version of Candle)
   -  Ichimoku Kinko Hyo 
   -  Heiken Ashi
* Fibonacci & New Pivots

* Combo Trading Systems (ADX vs Stochastic Oscillator vs MACD vs M.A)
* Bandarmologi & Intermarket Analysis + Psychology Market
* Portfolio Management

Track Record CTA Buy Nekad I - V & Buy & Hold 2010 - 2011:

http://hitsaham.blogspot.com/search/label/Track%20Record%20CTA

The Terrifying 2012 Bear Case Scenario, Morgan Stanley

Investors are worried that corporate profits could fall if the U.S. goes into another recession. Currently, analysts are expecting around $112 per share in S&P 500 earnings, which reflects more than 10% year-over-year growth.However, Morgan Stanley's Adam Parker warns that if earnings decline, they could dive.

Read more: http://www.businessinsider.com/morgan-stanley-the-terrifying-2012-bear-case-scenario-2011-9#ixzz1ZElxOV3L

Prepare to Profit From the Next Stock Market Crash
Indeed, it's not the economy that has driven the stock market higher. Instead, it's been three other factors:
    * First, ultra-low interest rates together with increased leverage have inflated corporate profits.
    * Second, modern communications technology has enabled multinationals to profit from low-cost global sourcing.
    * And third, money -supply expansion - with the St. Louis Fed's broad money MZM up 262% since 1995 compared to GDP's 105% increase has inflated all asset prices. Most notably housing prices in the middle 2000s, Treasuries and gold today.

Read More: http://moneymorning.com/2011/09/27/prepare-to-profit-from-the-next-stock-market-crash/

Goldman Sachs Says Oil Prices Will Soar to $130 in 12 Months … 
We Told You That Weeks Ago
Wall Street heavyweight Goldman Sachs Group Inc. (NYSE: GS) is now predicting that oil prices will soar in the next 12 months, with London-traded Brent crude reaching $130 a barrel and U.S.-traded West Texas Intermediate (WTI) crude reaching $126.50. The fact that oil prices will soar wasn't a surprise to readers of Private Briefing - we made a similar prediction to the charter subscribers of our new premium investment-advisory service six weeks ago. Furthermore, we showed subscribers how to profit.

@IHSG/DJIA - ADRO/ADMG/BRPT/BUMI/CPIN/GJTL/INDF/LPCK/MAPI in Bear Market Rally With Intraday Overbought???

IHSG: Masih bertahan diatas Long-Term MA di 3.211 & Heiken Bullish reversal (Kapitulasi) untuk rebound ke 3.590/3.732 (200-day MA) dalam fase Distribusi & Selling Power masih dominan. New Moon Effect's 100% (27-09). Risk > Reward.
DJIA: Three Peak Domed House Pattern terlihat di daily, dalam fase Distribusi + Selling Power Dominan = Risk > Reward dibawah 11.540.

Rekomendasi BUY NEKAD 22/09 Sesi 2: ASII/ BMRI /BBRI/ TLKM/ GGRM/ KLBF/ CMNP/ ASRI/ JSMR/ INDF hold hingga 29/09. Close Trading 5 posisi hari 27-09 (ASII/AKRA/BBRI/ICBP/GGRM)

ADRO:
ADMG:

BMRI:
BRPT:
BUMI:
LPCK:

INDF:
CPIN:
 MAPI:
GJTL:

Laporan & Rumor Saham Indonesia 28-09 (Refresh)

Aksi Beli Selektif Dorong IHSG Menguat 39 Poin
http://finance.detik.com/read/2011/09/28/160700/1732530/6/aksi-beli-selektif-dorong-ihsg-menguat-39-poin

Net Buy Asing, IHSG Lanjutkan Apresiasi
http://pasarmodal.inilah.com/read/detail/1779400/net-buy-asing-ihsg-lanjutkan-apresiasi

ASII, BMRI dan BBRI sokong indeks hingga mendarat di zona hijau
http://investasi.kontan.co.id/v2/read/1317202564/78566/ASII-BMRI-dan-BBRI-sokong-indeks-hingga-mendarat-di-zona-hijau

Akhir September, Dana Keluar dari Bursa US$1,7 M
http://pasarmodal.inilah.com/read/detail/1779381/akhir-september-dana-keluar-dari-bursa-us17-m

Adaro Tambah Saham di Bhakti Energy
http://finance.detik.com/read/2011/09/28/162632/1732544/6/adaro-tambah-saham-di-bhakti-energy

Bapepam Minta Investor Institusi Tetap di Bursa
http://pasarmodal.inilah.com/read/detail/1779419/bapepam-minta-investor-institusi-tetap-di-bursa

AEI Harapkan Insentif Pajak
http://pasarmodal.inilah.com/read/detail/1779374/aei-harapkan-insentif-pajak

Wow! Yen Naik Jadi Safe Haven Baru
http://pasarmodal.inilah.com/read/detail/1779341/wow-yen-naik-jadi-safe-haven-baru

Agustus 2011, produksi cooking coal BORN capai 2 juta ton
http://investasi.kontan.co.id/v2/read/1317200390/78560/Agustus-2011-produksi-cooking-coal-BORN-capai-2-juta-ton

BRPT yakin kuasi reorganisasi bisa dilakukan akhir 2011
http://investasi.kontan.co.id/v2/read/1317197568/78556/BRPT-yakin-kuasi-reorganisasi-bisa-dilakukan-akhir-2011
 

BLOOMBERG: * SEMEN GRESIK EXPECTS 2013 OUTPUT CAPACITY TO RISE TO 26.2M TONS. *SEMEN GRESIK MAY SELL UP TO $500M OF BONDS LATE NEXT YEAR

Jakarta - Dana keluar dari pasar saham diperkirakan mencapai US$1,7 miliar sejak Agustus hingga menjelang akhir September 2011. Hal itu disampaikan Head of Indonesia Research Citi Indonesia, Ferry Wong saat halal bi halal Asosiasi Emiten Indonesia (AEI), Rabu (28/9). "Dana keluar mencapai US$1,7 miliar dalam dua bulan terakhir sementara pasar obligasi yang keluar sekitar US$3,5 miliar," ujar Ferry. Ferry mengatakan, saat ini kepanikan di pasar sudah mulai mereda. Bank Indonesia telah melakukan intervensi terhadap nilai tukar mata uang asing. Hal itu memberikan sentimen positif ke bursa saham. "Bank sentral juga sudah menurunkan volatilitas di forex,bila forex stabil maka pasar modal dan uang akan kembali," kata Ferry.

Indonesia ‘Informally’ Asks Funds Not Sell Shares, Nurhaida Say
By Novrida Manurung
Sept. 28 (Bloomberg) -- Indonesia has “informally” asked mutual funds, insurance companies and pension funds not to sell shares in the market, Nurhaida, chairman of the nation’s capital market regulator, said in Jakarta today.

Indonesia State Companies Should Prepare to Buy Bonds: Ministry
2011-09-28 07:40:56.352
By Novrida Manurung
Sept. 28 (Bloomberg) -- Indonesia’s large state owned companies and state owned financial companies have been asked to prepare to buy government bonds under the bond stabilization program, Bambang Brodjonegoro told reporters at a press briefing in Jakarta today.


JAKARTA. PT Bank Rakyat Indonesia Tbk (BBRI) memberi isyarat ketertarikan mengakuisisi PT Bank Mutiara Tbk (BCIC). Untuk itu, bank pelat merah ini tengah  mengadakan kajian. "Mungkin saja kami akuisisi kalau penawarannya menarik," ungkap Direktur Utama BRI Sofyan Basir, Rabu (28/9).

JAKARTA. PT Adaro Energy Tbk (ADRO) berencana mengakuisisi saham mayoritas di PT Bhakti Energi Persada di tahun ini. Rencana tersebut disampaikan Sekretaris Perusahaan ADRO Devindra Ratzarwin, di Jakarta, hari ini (28/9). Devindra mengungkapkan, perusahaan mengekspektasi produksi batubara perseroan akan meningkat menjadi 48 juta ton di tahun ini, dari tahun lalu yang sejumlah 42 juta ton. Sebelumnya, di tahun ini, produsen batubara terbesar kedua di Indonesia ini juga sudah mengakuisisi dua perusahaan tambang, yaitu PT Mustika Indah Permai (MIP) di Sumatera Selatan, dan PT Bhakti Energy Persada (BEP) di Kalimantan. Hingga perdagangan pukul 13.41 WIB, saham ADRO bergerak naik 3,07% ke level Rp 1.680 per saham.

Tarif 14 Ruas Tol Naik 7 Oktober.



Bloomberg: Adaro to Buy Majority Stake in Bhakti Energi Persada This Year. *ADARO EXPECTS 2011 COAL OUTPUT TO RISE TO 48M TONS VS 42M TONS

Bloomberg: Rupiah Rebounds From Earlier Loss on Intervention Speculation

Bloomberg: Most Emerging-Market Stocks Gain After Biggest Rally in 2 Years

Asing Pertahankan IHSG Sesi I Ditutup Naik 1,42%
http://pasarmodal.inilah.com/read/detail/1779305/asing-pertahankan-ihsg-sesi-i-ditutup-naik-142

Reli 1,41%, IHSG berhasil mendarat di level 3.500-an
http://investasi.kontan.co.id/v2/read/1317186743/78527/Reli-141-IHSG-berhasil-mendarat-di-level-3.500-an

Sesi I
IHSG Melesat Paling Kencang di Regional
http://finance.detik.com/read/2011/09/28/120524/1732159/6/ihsg-melesat-paling-kencang-di-regional

Dana Asing Rp 14,05 Triliun 'Kabur' dari Surat Utang Pemerintah 
http://finance.detik.com/read/2011/09/28/110835/1732101/5/dana-asing-rp-1405-triliun-kabur-dari-surat-utang-pemerintah

UNSP Alihkan Saham Hasil Buyback untuk Tebus Utang
http://pasarmodal.inilah.com/read/detail/1779315/unsp-alihkan-saham-hasil-buyback-untuk-tebus-utang

Sesi Dua, Cermati Saham Bank-Astra-Properti
http://pasarmodal.inilah.com/read/detail/1779302/sesi-dua-cermati-saham-bank-astra-properti

Ekspor China Melambat Sepanjang Sisa Tahun 2011
http://pasarmodal.inilah.com/read/detail/1779317/ekspor-china-melambat-sepanjang-sisa-tahun-2011

BRI Targetkan Kredit Tumbuh Hingga 23%
http://pasarmodal.inilah.com/read/detail/1779322/bri-targetkan-kredit-tumbuh-hingga-23

Humpuss Bangun Kapal Senilai US$25,92 Juta
http://pasarmodal.inilah.com/read/detail/1779251/humpuss-bangun-kapal-senilai-us2592-juta


BRI Kucurkan Kredit Rp 300 Triliun, Incar Pertumbuhan 23% 
http://finance.detik.com/read/2011/09/28/124218/1732204/5/bri-kucurkan-kredit-rp-300-triliun-incar-pertumbuhan-23

AEI: Waspadai Fluktuasi Pasar, Tapi Jangan Terlalu Khawatir 
http://finance.detik.com/read/2011/09/28/121912/1732180/6/aei-waspadai-fluktuasi-pasar-tapi-jangan-terlalu-khawatir

Hanson Beli Saham Benny Tjokro di Binadaya Rp 400 Miliar 
http://finance.detik.com/read/2011/09/28/110447/1732100/6/hanson-beli-saham-benny-tjokro-di-binadaya-rp-400-miliar

Kim Eng rekomendasi beli, saham CFIN melejit 8,4%
http://investasi.kontan.co.id/v2/read/1317185656/78522/Kim-Eng-rekomendasi-beli-saham-CFIN-melejit-84

Cemas permintaan global melemah, CPO tergerus tajam
http://investasi.kontan.co.id/v2/read/1317189125/78534/Cemas-permintaan-global-melemah-CPO-tergerus-tajam

Target kapitalisasi pasar BEI senilai Rp 3.000 triliun sudah tercapai
http://investasi.kontan.co.id/v2/read/1317184625/78519/Target-kapitalisasi-pasar-BEI-senilai-Rp-3.000-triliun-sudah-tercapai

Asosiasi emiten mengklaim kinerja perusahaan di Q3 lebih baik dari tahun lalu
http://investasi.kontan.co.id/v2/read/1317183033/78516/Asosiasi-emiten-mengklaim-kinerja-perusahaan-di-Q3-lebih-baik-dari-tahun-lalu

Tower Bersama Group cari pinjaman senilai US$ 200 juta
http://investasi.kontan.co.id/v2/read/1317180789/78507/Tower-Bersama-Group-cari-pinjaman-senilai-US-200-juta

Kinerja laba kinclong, saham BRPT sokong reli indeks
http://investasi.kontan.co.id/v2/read/1317182009/78510/Kinerja-laba-kinclong-saham-BRPT-sokong-reli-indeks


Agenda 28 September BBRI RUPSLB, MLBI RUPSLB, SMGR RUPSLB, Cum dev ITMG 1,168, "Update: Tarif tol akan naik mulai tgl 28 sept 11 sekitar 8% - 12%."…. TBLA cum dev Rp20, BUDI ACID JAYA DIVIDEND, RP 8 CUM, cum dev HEXA $0.0206

Bloomberg: Tower Bersama Said to Seek Loan Under $2 Billion Debt Program

Bloomberg: Indonesia Rupiah Drops After Investors Sold Local Bonds, Stocks


Bloomberg: Barito Rises, Third-Biggest Gainer on Index, as Profit Jumps

Bloomberg: Palm Oil Falls as Much as 1.4% to 2,908 Ringgit a Metric Ton

Bloomberg: Rubber Futures Gain 0.4%, Erasing Earlier Losses

Bloomberg; Asian Stocks Swing Between Gains, Losses on U.S., Europe Concern

Bloomberg: *BAOSTEEL SAYS BUYING MORE IRON ORE FROM IRAN, RUSSIA, INDONESIA

Bloomberg: Bank BJB Raised to Outperform vs Neutral at Credit Suisse

Bloomberg: Astra International Raised to Outperform vs Neutral at C.Suisse


Bloomberg: BNP Favors Asia Dollar Bonds as Samsung Asset Avoids Rupiah

Indonesia Stocks May Be Worth ‘Bottom Fishing,’ Citigroup Says
“Bombed out” Indonesian stocks with a defensive earnings outlook could be worth buying as the nation’s economic growth should be among the fastest in Asia Pacific in the next two years, Citigroup Inc. says. “Clients could start to bottom fish slowly,” Ferry Wong and Steve Wirawan, analysts at Citigroup, wrote in report dated yesterday.


Bloomberg: Berlian Laju Refinances $615 Million of Debt, Daily Reports

Bloomberg: Wintermar Offshore Plans to Seek $30 Million Loan, Bisnis Says

Bloomberg: Citi Lists 30 Indonesian ‘Bottom-Picking’ Stocks 


Credit Suisse downgrade all banks target under their coverage.
BBRI from 8,330 to 8,100
BMRI from 9,400 to 8,600
BJBR from 1,320 to 1,300
PNBN from 1,000 to 640
BDMN from 5,100 to 4,900
BBCA from 8,600 to 8,400
BTPN from 4,400 to 4,000
BBTN from 1,725 to 1,350
BBNI from 5,250 to 4,680
 
DEWA ALSO TRADES AT 0.5X PRICE TO BOOK VALUE (PBV), THE CHEAPEST IN COAL MINING INDUSTRY VS 8.1X. DEWA ALSO TRADES AT 0.5X PRICE TO BOOK VALUE (PBV), THE CHEAPEST IN COAL MINING INDUSTRY VS 8.1X of doid

DKFT ON FOREIGN PARTNERSHIP AND POSSIBLE TARGET FOR BACKDOOR LISTING; TP: 4000-5500

*DJ First Financial: Plan To Acquire Small Bank In Indonesia or Thailand

DEWA THIRD-QUARTER NET PROFIT MAY JUMP 1200% TO $12 MILLION (IDR106 BLN) FROM $1.4 MILLION IN SECOND-QUARTER OF 2011. IT NOW TRADES AT P/E RATIO OF ONLY 11 X 2011 EARNINGS. TP: 160

TAIPEI (DOW JONES)--Taiwanese state-controlled First Financial Holding Co. (2892.TW) plans to expand its presence in Southeast Asia by acquiring a small local bank in either Indonesia or Thailand, an executive with the company said Wednesday. SDRA MAY BE A TARGET? SDRA NOW TRADES AT A P/E RATIO OF ONLY 3.8X 2011 EARNINGS, THE CHEAPEST IN THE LOCAL BANKING UNIVERSE

STRONG BUY SDRA

U.S. BERKSHIRE CONTROLLED BY WARREN BUFFET, MAY LOOK AT OPPORTUNITY TO BUY INDONESIA AFTER RECENT SELL-OFF; FINANCIALS AND COMMODITY-RELATED AND CHEMICAL-RELATED SHARES ARE ON TARGETS FOR ACCUMULATION (DISCLAIMER ON).
Last message received on 9/28 at 12:04 PM

BERKSHIRE NOW HAS $40 BILLION UNDER MANAGEMENT; $4 BILLION MAY BE USED TO BUY TOP AMERICAN SHARES AND AROUND UP TO $2.5 BILLION MAY BE INVESTED IN ASIA; EG INDONESIA?

BBRI may give interim dividend of around IDR90/share

GJTL 3500 SOON; STRONG BUY

Asia Pacific Fibers (POLY.IJ) has mandated Credit Suisse (CS) as lead-advisors for its plan to restructure debts and revalue assets. fair Value after debt restructuring may be 30% to POLY's nominal value of IDR10,000. (rumors from the deal table; disclaimer is on)


Inilah Menu Saham Pilihan Rabu (28/9)
http://pasarmodal.inilah.com/read/detail/1779081/inilah-menu-saham-pilihan-rabu-289

Rekomendasi Saham
IHSG Masih Simpan Potensi Penguatan 
http://finance.detik.com/read/2011/09/28/073155/1731935/6/ihsg-masih-simpan-potensi-penguatan

Bersiap Turun, IHSG Dibuka Naik Tipis 0,08%
http://pasarmodal.inilah.com/read/detail/1779245/bersiap-turun-ihsg-dibuka-naik-tipis-008

Meski regional menghijau, IHSG dibuka turun pagi ini
http://investasi.kontan.co.id/v2/read/1317177673/78495/Meski-regional-menghijau-IHSG-dibuka-turun-pagi-ini

Cermati! Bandar Akan Buru Saham ADMG
http://pasarmodal.inilah.com/read/detail/1779228/cermati-bandar-akan-buru-saham-admg

Mandiri Investasi Rencana Luncurkan 4 Produk Baru
http://pasarmodal.inilah.com/read/detail/1779242/mandiri-investasi-rencana-luncurkan-4-produk-baru

Indo Premier Bidik 100 Rb Nasabah Online Syariah
http://pasarmodal.inilah.com/read/detail/1779239/indo-premier-bidik-100-rb-nasabah-online-syariah

Saham BNBR Direkomendasikan 'Speculative Buy'
http://pasarmodal.inilah.com/read/detail/1779238/saham-bnbr-direkomendasikan-speculative-buy

Awasi Saham-saham Yang Sudah Menguat Tajam
http://pasarmodal.inilah.com/read/detail/1779237/awasi-saham-saham-yang-sudah-menguat-tajam

Asing Tambah Kepemilikan PNIN, Target Rp 1000
http://pasarmodal.inilah.com/read/detail/1779224/asing-tambah-kepemilikan-pnin-target-rp-1000

Wall Street Menguat Respon Langkah Uni Eropa
http://pasarmodal.inilah.com/read/detail/1779203/wall-street-menguat-respon-langkah-uni-eropa

Ekspektasi GDP AS Siap Dongkrak Rupiah
http://pasarmodal.inilah.com/read/detail/1779034/ekspektasi-gdp-as-siap-dongkrak-rupiah

Naikkan Tarif Tol, JSMR Tunggu Kepmen PU
http://pasarmodal.inilah.com/read/detail/1779091/naikkan-tarif-tol-jsmr-tunggu-kepmen-pu

Vallar Belum Alihkan Saham Berau ke Publik
http://pasarmodal.inilah.com/read/detail/1779231/vallar-belum-alihkan-saham-berau-ke-publik

Naik 8 Kali Lipat, Laba Barito Pacific Capai Rp 226 Miliar 
http://finance.detik.com/read/2011/09/28/095543/1732034/6/naik-8-kali-lipat-laba-barito-pacific-capai-rp-226-miliar

Pengusaha muulai waspadai pelemahan rupiah
http://investasi.kontan.co.id/v2/read/1317176436/78492/Pengusaha-mulai-waspadai-pelemahan-rupiah

2012, Mandiri Sekuritas pastikan masuk Singapura
http://investasi.kontan.co.id/v2/read/1317173098/78489/2012-Mandiri-Sekuritas-pastikan-masuk-Singapura

HARGA MINYAK
Pasca reli tajam, harga minyak tumbang 1,3% hari ini
http://investasi.kontan.co.id/v2/read/1317167747/78481/Pasca-reli-tajam-harga-minyak-tumbang-13-hari-ini


Lelang SUN masih bisa oversubscribed sampai 2 kali
http://investasi.kontan.co.id/v2/read/1317124470/78465/Lelang-SUN-masih-bisa-oversubscribed-sampai-2-kali

8:59 AM 9/28 PT Barito Pacific Tbk (BRPT), parent company that is controlled by Indonesian businessman Prajogo Pangestu, recorded a 807.6% jump in net profit during the first half of this year. Barito posted Rp226.4 billion net profit in 1H 2011 from Rp24.9 billion in 1H 2010. The steep jump was underpinned by profit before tax that rose 87.9% to Rp353.8 billion from Rp188.3 billion. Barito's revenue increased 13.9% to Rp10 trillion from Rp8.8 trillion. Petrochemical unit contributed 99.5% of Barito's consolidated revenue, while the remaining was supported by forestry, plantation, and property. "The achievement showed that our business remains robust, despite concern on the global economies jittery," said SVP Investor Relations Agustino Sudjono in a press statement today.

9:01 AM 9/28 Jakarta - Beredar kabar di kalangan pelaku pasar modal bahwa salah satu perusahaan keuangan asing sedang bernegosiasi dengan pihak Panin Insurance (PNIN) untuk membeli 11% kepemilikan sahamnya. Investor itu disebut-sebut Crystal Chain Holdings Ltd. yang sebelumnya memiliki 7% saham PNIN. Rencana penambahan porsi kepemilikan sempat tertunda sebelumnya, namun salah satu sumber mengatakan bahwa dalam waktu dekat ini pihak PNIN dan Crystal Chain Holdings Ltd. akan “ketok palu” pada penawaran harga premium di level Rp 1000. Dengan pertimbangan inilah diproyeksikan harga PNIN akan melesat ke level Rp 1000 dalam waktu dekat. Pada perdagangan Selasa (27/9) kemarin, PNIN ditutup di level Rp 490, atau naik 80 poin (19,51%). Volume transaksi tercatat sebesar Rp 2.21 miliar,

9:02 AM 9/28 Jakarta - Induk usaha PT Polychem Indonesia Tbk (ADMG) berencana melepas kepemilikan sahamnya. Kabar ini diisukan akan dimanfaatkan bandar untuk menggiring harga ADMG ini hingga menuju level Rp950-1.000. Bahkan, diberitakan sejumlah investor asing juga siap menjadi strategic buyer saham ADMG, salah satunya investor asal Jepang. Pada perdagangan kemarin saham ADMG ditutup naik Rp65 ke level Rp560.

9:09 AM 9/28 Jakarta - Vallar Investments UK Limited (Vallar) wajib mengalihkan saham PT Berau Coal Energy Tbk (Berau) yang mewakili 4,7% dari seluruh modal ditempatkan dan disetor penuh Berau paling lambat 15 Juni 2013. Dalam keterbukaannya ke bEI disampaikan sampai saat ini Vallar sama sekali belum memindahkan saham Berau ke masyarakat (publik). Pada 8 April 2011, Vallar telah menyelesaikan akuisisi sebanyak 26,17 miliar saham atau setara dengan 75% saham Berau. Pada 15 Juni 2011, Vallar telah menyelesaikan penawaran tender dengan melakukan pembayaran terhadap 3,39 miliar saham atau setara dengan 9,7% saham Berau. Setelah penyelesaian penawaran tender, Vallar sekarang memiliki 29,57 miliar saham Berau atau setara dengan 84,7% saham Berau. 


0050 GMT [Dow Jones] The HSI may rise, after gains on Wall Street, but any upside is likely to be capped around 18,300, as sentiment is expected to remain cautious after the index's sharp gains Tuesday, says Castor Pang, head of research at Core Pacific-Yamaichi. "Tuesday's gains were mostly supported by short-covering activities, after the recent sharp falls in the local bourse." He tips China banks may outperform the broader market as the sector is expected to be less affected by the prevailing concerns over Europe. He expects gold miner stocks could also gain some interest after gold prices snapped a four-session losing streak. The HSI ended up 4.2% at 18,130.55 Tuesday; it is down 11.7% month-to-Tuesday. (susanna.tai@dowjones.com)

[Dow Jones] The Nikkei Stock Average is up 0.6% at 8661.01 after opening in negative territory. But the index lacks direction as investors avoid making big bets before confirming further developments in the ongoing Greek debt saga, says Shigeo Sugawara, senior investment manager at Sompo Japan Nipponkoa Asset Management. "The market wants actions, results, not just speculations that something might or might not happen," he says, noting that Germany's vote on the euro-zone rescue fund on Thursday represents the key event to watch this week. He pegs the Nikkei's range at 8600-8700 for the day. 27/33 Topix subindexes are higher, with heavyweights Softbank (9984.TO) up 3.0% at Y2,197, Fanuc (6954.TO) up 1.7% at Y10,950, and Daikin Industries (6367.TO) up 3.9% at Y2,266. Several high-profile exporters are outperforming, helped by euro strength. Olympus (7733.TO) is up 1.5% at Y2,430 and Sony (6758.TO) is up 1.5% at Y1,497. (judy.lam@dowjones.com)

[Dow Jones] China shares may fall slightly following gains on Tuesday amid tight liquidity at the end of 3Q, and as investors adopt a wait-and-see attitude ahead of the week-long National Day holiday beginning October 1. The benchmark Shanghai Composite Index is likely to remain weak and fluctuate around the 2400 level after rising 0.9% to 2415.05 Tuesday, says Shenyin Wanguo Securities analyst Qian Qimin. "With the end of the third quarter this weekend, banks are working to meet deposit requirements and diverting capital from the stock market." The Shenzhen index ended up 0.4% at 1047.68. (andrew.galbraith@dowjones.com)

[Dow Jones] Singapore shares have a positive offshore lead after stronger U.S. stocks Tuesday, but any gains are likely to be capped as U.S. stocks ended well off their highs on concerns over the Greece bailout; the STI's sharp rise Tuesday, ending up 2.7% at 2725.91, may also inspire some profit taking, following the recent theme of market rebounds being met with selling. "Continuing the pattern of heavier volumes during plunges compared to rebounds, it is hard to envisage (Tuesday's) market strength going beyond the old 2750 support (turned resistance) area in the final days of this quarter, coinciding with U.S. fiscal year-end," says AmFraser's Najeeb Jarhom. He adds "the persistent downtrend and the fact that the 20% threshold (2651) of a bear market definition has been crossed, make traders wary of chasing prices lest they get caught again like in mid-August and towards end-August." In corporate news, SembCorp Industries (U96.SG) is seeking to expand its Liaoning utilities projects, while Tiger Airways (J7X.SG) meets no Australian regulatory opposition to its proposed right issue. (matthew.allen@dowjones.com)

[Dow Jones] The Kospi is being driven higher in early trade by shipbuilder shares following their recent underperformance, while large-cap techs are mostly on the rise on dip-buying; the market is up 0.9% at 1752.04. Analysts, however, expect the Kospi to remain volatile for the day with any sharp gains likely capped by ongoing concerns over Europe's sovereign debt problems; the focus will be on whether the index stays above the 1750 mark. With key countries still unable to show a unified position to resolve Europe's debt crisis, investors are still wary despite the Kospi's sharp 5% gain yesterday, says Daishin Securities analyst Choi Jai-sic. But he expects the recent fall in the local currency to have a positive impact long term impact on the nation's key exporters such as techs. Among shipbuilders, Hyundai Heavy (009540.SE) is up 2.1% KRW269,000 and Samsung Heavy (010140.SE) is 3.6% higher at KRW27,300. In the tech space, Samsung Electronics (005930.SE) advances 1.2% to KRW814,000. (min-jeong.lee@dowjones.com)

 [Dow Jones] Precious metals are trading lower on profit-taking and a stronger USD. While analysts maintain their medium-to-long-term bullish outlook on gold, some analysts say that over the next week or two, the metal could pullback towards $1,600/oz before starting to move towards $1,775/oz. However, the downside is likely to be limited as physical demand for gold continues to be strong, especially in Asia. A strong USD is another headwind as dollar-denominated commodities appear costlier to holders of other currencies when the USD strengthens. The EUR/USD is at 1.3567 vs 1.3584 late Tuesday in New York. Spot gold is at $1,640/oz, down $9.70, silver is at $31.63/oz, down 25 cents, platinum is at $1,548/oz, down $5 and palladium is at $642/oz, down $4 from its previous close. (arpan.mukherjee@dowjones.com)

Kalender Ekonomi & Event


Live Economic Calendar Powered by Forexpros - The Leading Financial Portal