Friday, November 4, 2011

The One & Only: 7 Hari Terakhir Untuk Early Bird (Disc Rp 500.000): Workshop CTA - V: "How To Make "Duet Maut" Trading Systems"

Workshop Full T.A Pertama di Indonesia:
CTA System yang telah sukses memprediksikan Kenaikan IHSG di Peak bulan Juli(4.195), Crash IHSG & DJIA di Bulan Agustus & September & Satu-satunya yang memprediksi Kenaikan IHSG & DJIA di bulan Oktober 2011: Dipublikasikan di MNC Business Indovision Channel 95/99, Majalah Trust/ Inilah.com/ BNI Securities Technical Analysis Monthly 2011. 


Materi: "Duet Maut" Trading System Ala CTA
Japanese Style (New Advanced Candlestick + Heiken Ashi +  Kagi + Ichimoku + Renko) 
VS
Western T.A (Fibonacci Retracement * Time Zone * Arc + New Pivots + Gartley & Elliott Wave)

Harga Terbaru: Rp 3.000.000,00; Early Bird Rp 2.000.000,00 sebelum 16 November 2011 

Pendaftaran terakhir 21 November 2011.
Diadakan di sebuah Hotel Berbintang di Jakarta.
Jadwal: 26-27 November 2011: Jam 09.00 - 17.00 WIB*. 
Peserta akan mendapatkan Sertifikat /Modul Materi (Foto Copy & PDF) / Lunch & 2 Coffee Break, Free Wifi.
 
Harap membawa Laptop (Disarankan jangan IPAD) untuk Praktek & Simulasi Trading System, bisa menggunakan  Amibroker, Meta stock, Metatrader, Chartnexus, Tradestation, Ninja Trader dl.
Ditujukan: Semua Kalangan Yang  Mengenal Basic Technical Analysis

Pendaftaran: Isi Nama / Alamat / No HP: Hitsaham@yahoo.com
Transfer Dana Ke: 
BCA       : Acc 6640.144660        An. Andri Zakarias
Mandiri : Acc 124000.5130134  An. Andri Zakarias

11 Keuntungan & Keunggulan:
1.   Dapat Membuat Stock Pick Harian / Mingguan & Bulanan
2.   Dapat Mendeteksi  Saham yang Berpeluang Mengalami Auto Reject (Limit Atas & Bawah)
3.   Dapat Mendeteksi Kemungkinan Terjadinya Crash & Bull Rally (Timing)
4.   Dapat Mengetahui Pola Akumulasi & Distribusi
5.   Dapat Mendeteksi Modal Bandar Jangka Panjang
6.   Dapat Digunakan Untuk Forex / Commodity / CFD / ETF / Options
7.   Bandarmologi & Fundamental Saham
8.   Intermarket Analysis
9.   Stock Pick By Feng Shui
10. Dapat Membuat Manajemen Portofolio (Risk & Reward)
11. Dapat Bergabung Dengan Alumni CTA 1 - 5 di BBM Groups / YM / Email untuk Free Rekomendasi Saham; Konsultasi Investasi & Trading 
 

When You'll See The Next Real Crisis?...Be Prepare & Fasten Your Seatbelt!!!

Credit Suisse: The three biggest risks to the economy now 
These won’t come as a big surprise to regular readers, but Credit Suisse provided their three biggest risks to the economy currently.  Their comments add some nice perspective to the three risks that I have been discussing for the last few months:
READ MORE: http://pragcap.com/the-three-recession-risks


Making Sense Of The Chaos: Europe's Calendar Of Events For The Rest Of November
So here are the main events:
    * Friday, Nov. 4: Greek government confidence vote.
    * Monday, Nov. 7: Meeting of Eurogroup finance ministers. EFSF issuance expected within two weeks of this date. IMF/EU officials start second quarterly evaluation of Portugal’s bailout program implementation. Should also last two weeks.
    * Tuesday, Nov. 8: EU finance ministers meeting. Greek T-bill auction.
    * Thursday, Nov. 10: Italian T-bill auction.
    * Friday, Nov. 11: EUR2.0 billion of Greek T-bills mature.
    * Monday, Nov. 14: Italian bond auction.
    * Tuesday, Nov. 15: Greek T-bill auction.
    * Wednesday, Nov. 16: Portuguese T-bill auction.
    * Thursday, Nov. 17: Spanish and French bond auctions.
    * Friday, Nov. 18: EUR1.3 billion of Greek T-bills mature.
    * Sunday, Nov. 20: Spain holds general election.
    * Thursday, Nov. 24: General strike in Portugal.
    * Friday, Nov. 25: Italian T-bill/zero coupon bond auction.
    * Tuesday, Nov. 29: Italian bond auction. Final Portuguese budget vote.
READ MORE: http://www.zerohedge.com/news/making-sense-chaos-europes-calendar-events-rest-november


Crisis? What Crisis? You Ain't Seen Nothin' Yet!
And the situation is about to get even worse. According to the latest report from the International Labour Organization (ILO) a double-dip jobs recession is about to start and social strife is about to break out like a disease.
Timothy Bancroft-Hinchey
Pravda.Ru

The Next Stage Of The European Debt Crisis; Towards Global Financial Collapse? - Bob Chapman
Those who believe the European crisis is over are mistaken. The dislocation will continue as their economies slow and political, social and economic events converge into further crisis. The most glaring problem is the banks only taking a 50% loss on Greek bonds. The loss should have been 75% or even 80%. There is absolutely no way Greece can overcome that burden in a slowing European economy and an enraged population. They are still striking and demonstrating and they will continue even under a new government.
READ MORE: http://www.globalresearch.ca/index.php?context=va&aid=27427

Market Overvaluation Times 4
Here is a summary of the four market valuation indicators I updated yesterday:
● The Crestmont Research P/E Ratio
● The cyclical P/E ratio using the trailing
    10-year earnings as the divisor
● The Q Ratio, which is the total price of the
    market divided by its replacement cost
● The relationship of the S&P Composite to
    a regression trendline
READ MORE: http://www.econmatters.com/2011/11/market-overvaluation-times-4-guest-post.html

Stock Market Entering the Flash Crash Zone
The VIX completed a 47% retracement of its impulse off its Master Cycle low at 24.44.  It now has the ability to rally through the end of December, according to the predominant cycle patterns.  It is probable the VIX may put in its 13-year cycle high in December, or possibly early next year.  This is something that I have been saying for the better part of the last year.
READ MORE: http://www.thepracticalinvestor.com/

Technical Gold: Ready to Break The $1900’s?
It’s been several weeks since I’ve written about Gold and we have had a wild ride since the 1910-1920 highs in August.  At the time as we approached I forecasted a major correction was nigh and we were shorting the rise from 1862-1910 prior to a huge $208 drop that took place over just a few days.  We covered our short at $1725 and then Gold rallied back to a double top at $1920 and then fell back to $1531.
READ MORE: http://www.econmatters.com/2011/11/technical-gold-ready-to-break-1900s.html

Let's My New CTA Trading Systems Telling That Stock Markets Keep Up Till Early Next Week

Sebagian Indikator New CTA Systems akan diberikan di Workshop CTA 5 "Duet Maut Trading Systems" 26-27 Nov di Jakarta

IHSG: Technically Intraday Oversold, Fase Akumulasi, Penutupan diatas 200-day MA & 61.8 % Fibonacci (3.623) for Bull Attack 3.875/3.950/4.020 selama bertahan diatas area 3.580-3.620.

Hold Buy on rumor strong US Payroll & The Fed.
(Sesi 2 02/11): ADRO ASII AKRA BUMI GGRM ASRI BKSL BBRI SMCB HRUM PGAS BMRI BORN LPCK BJBR MEDC >>> Hold hingga Senin 7/11 - 9/11 (Jika kondisi regional mendukung), stop loss jika IHSG tembus dibawah area 3.620-3.580.

Sebagian saham pilihan ada di Weekly T.A Saham BNI Securities Edisi 1-4 Nov, dirilis 01/11. 


IHSG:
DJIA:
HSI:
ASRI:

BBKP:
APIC:
 
COWL:

IMAS:
ICBP:

MNCN:
BRMS:

UNTR:

Laporan & Rumor Saham Indonesia 04-11 (Refresh)

2nd SESSION JCI on 04.11.11
@3783.62 (+77.81 pts) (+2.10 %) (H:3801.06 ; L: 3706.45)
Value:    4.096 T (NG 419  B )  
Volume: 4.143 B.  (NG 825 M )
Foreign Nett Buy:  612 B      
USD/IDR: 8945

6 MARKET DRIVEN BY SECTOR
FINANCE ( +2.67%) (1.236 T)
MINING.  ( +1.19%).  (797.870 B )
MANUFACTUR ( +2.00%) (786.013 B )
TRADE.  ( +3.63 %) (510.287 B )
INFRASTRUC ( +1.28%) (432.486 B )
PROPERTY.  ( +1.93%) (248.660 B )

6 NETT BUY STOCKs BY FOREIGN
BBRI.  @ 6813 (164.90 B )
BMRI.  @ 7153 (151.27 B )
BBCA @ 7999 (67.48 B )
UNTR @ 24615 (65.53 B )
BBNI.  @ 4008 (33.23 B )
PGAS @ 3075 (21.68 B )

6 NETT SELL STOCKs BY FOREIGN
ASII.    @ 68535 (20.06 B )
BORN @ 874.      (17.50 B )
INDY.  @ 2646.  (14.10 B )
INDF.  @ 5159.    (10.95 B )
ENRG. @ 162.      (9.48 B )
UNVR @ 15839 (3.12 B )

8 MOST ACTIVE STOCKs BY VALUE
BMRI.  @ 7200 (+4.34%)
BBRI.  @ 6800 (+3.03%)
ASII.    @ 68300 (+1.48%)
PGAS @ 3050. (0.00%)
BUMI.  @ 2350. (+1.07%)
UNTR @24650 (+5.34%)
BBCA @ 8000. (+2.56%)
BBNI.  @4000.  (+2.56%)

8 MOST ACTIVE STOCKs BY VOLUME
ENRG @ 158. (701.888 M)
APIC.  @ 300 (166.165 M)
ASRI.  @ 450(139.927 M)
BORN @850. (136.023 M)
KIJA.  @ 161.  (114.345 M)
ELTY @ 115.  (112.971 M)
BTEL @260. (112.381 M)
PNLF. @ 117.  (78.775 M)


Bloomberg; Intl Nickel Indonesia Cut to 'Neutral' at OSK (Asia) Securities

Rupiah Snaps Four-Day Drop as Foreigners Buy Assets; Bonds Gain

*MALAYSIA SMELTING SAYS INDONESIA TIN EXPORT BAN `NEGATIVE'

Astra Agro Sells 7,000 Tons of Palm Oil at Auction

Atlas Resources Signs $50 Million Loan Ahead of Share Listing

Wheat Plunging as Stockpiles Climb to 10-Year High: Commodities

*DJ Erajaya Swasembada To Raise Up To IDR3 Tln From IPO - Bourse Director
*DJ Erajaya Swasembada Plans To Sell Up To 40% Stake Via IPO Later 2011 - Bours

*DJ Bank Indonesia Governor: See Room To Cut Key Rate

Harga IPO Visi Media ditetapkan Rp 300
http://investasi.kontan.co.id/v2/read/1320382203/81852/Harga-IPO-Visi-Media-ditetapkan-pada-Rp-300-

Asing Bertahan, IHSG Ditutup Melesat Naik 2,07%. Net foreign buy Rp611,89 miliar.
http://pasarmodal.inilah.com/read/detail/1793041/asing-bertahan-ihsg-ditutup-melesat-naik-207

Sempat Sentuh Level 3.800, IHSG Akhirnya Ditutup Melonjak 2,10% 
http://finance.detik.com/read/2011/11/04/161544/1760506/6/sempat-sentuh-level-3800-ihsg-akhirnya-ditutup-melonjak-210

Akhir pekan, indeks melejit 2,1%
http://investasi.kontan.co.id/v2/read/1320397368/81887/Akhir-pekan-indeks-melejit-21-

Posisi IHSG Masih Serba Spekulatif
http://pasarmodal.inilah.com/read/detail/1793059/posisi-ihsg-masih-serba-spekulatif

Golden Energy melepas IPO pada harga Rp 2.500
http://investasi.kontan.co.id/v2/read/1320398125/81892/Golden-Energy-melepas-IPO-pada-harga-Rp-2.500-

PYFA bantah isu private placement dengan perusahaan China
http://investasi.kontan.co.id/v2/read/1320396867/81884/PYFA-bantah-isu-private-placement-dengan-perusahaan-China-

Surya Esa Perkasa targetkan IPO di Januari 2012
http://investasi.kontan.co.id/v2/read/1320397253/81886/Surya-Esa-Perkasa-targetkan-IPO-di-Januari-2012-

EMDE perkirakan pendapatan turun 38% dari tahun lalu
http://investasi.kontan.co.id/v2/read/1320389376/81861/EMDE-perkirakan-pendapatan-turun-38-dari-tahun-lalu-

Saham PICA Teraktif Diperdagangkan Jumat (4/11)
http://pasarmodal.inilah.com/read/detail/1793062/saham-pica-teraktif-diperdagangkan-jumat-411

Hindari Pajak, Orang Indonesia Beli Obligasi dari Singapura 
http://finance.detik.com/read/2011/11/04/152233/1760445/6/hindari-pajak-orang-indonesia-beli-obligasi-dari-singapura

MFIN akan terbitkan MTN senilai Rp 115 miliar
http://investasi.kontan.co.id/v2/read/1320398784/81895/MFIN-akan-terbitkan-MTN-senilai-Rp-115-miliar-

Surya Esa Perkasa Bidik IPO 25% di 2012
http://finance.detik.com/read/2011/11/04/125624/1760263/6/surya-esa-perkasa-bidik-ipo-25-di-2012

Lunar Cresent Beli Saham MASA
http://pasarmodal.inilah.com/read/detail/1792984/lunar-cresent-beli-saham-masa

Trimegah dan UOB Kay Hian 'Damai' Soal Pembajakan Karyawan 
http://finance.detik.com/read/2011/11/04/162053/1760513/6/trimegah-dan-uob-kay-hian-damai-soal-pembajakan-karyawan

RX UPGRADE TARGET PRICE BBRI TO Rp9,000

Taruhan Tingkat Tinggi Warnai Parlemen Yunani
http://pasarmodal.inilah.com/read/detail/1793047/taruhan-tingkat-tinggi-warnai-parlemen-yunani

Awas! Bank Asia Mulai Putaran Baru PHK Pekan Ini
http://pasarmodal.inilah.com/read/detail/1792936/awas-bank-asia-mulai-putaran-baru-phk-pekan-ini

BEI: Kondisi Eropa Pengaruhi Kebatinan Investor
http://pasarmodal.inilah.com/read/detail/1792940/bei-kondisi-eropa-pengaruhi-kebatinan-investor

Spekulasi produksi anjlok, CPO sentuh level tertinggi enam pekan
http://investasi.kontan.co.id/v2/read/1320382775/81854/Spekulasi-produksi-anjlok-CPO-sentuh-level-tertinggi-enam-pekan-


Indonesia Equity Movers: Astra International, Bank Rakyat, Medco
http://www.bloomberg.com/news/2011-11-04/astra-international-medco-indofood-indonesia-equity-preview.html

Indonesia Economic Growth Likely Accelerated, Buoyed by Domestic Spending
http://www.bloomberg.com/news/2011-11-03/indonesia-economic-growth-likely-quickened-on-domestic-spending.html

Asing Beli, IHSG Sesi I Ditutup Naik Dekati 3.800. net foreign buy Rp343,15 miliar
http://pasarmodal.inilah.com/read/detail/1792926/asing-beli-ihsg-sesi-i-ditutup-naik-dekati-3800

Sesi I
IHSG Melonjak Hingga 2,34%
http://finance.detik.com/read/2011/11/04/114121/1760188/6/ihsg-melonjak-hingga-234

Sesi Dua: Tetap Fokus Saham Bluechips
http://pasarmodal.inilah.com/read/detail/1792923/sesi-dua-tetap-fokus-saham-bluechips

Surya Eka Perkasa Rencana IPO Awal 2012
http://pasarmodal.inilah.com/read/detail/1792927/surya-eka-perkasa-rencana-ipo-awal-2012

Alarm Kebakaran Bunyi, Penghuni BEI Panik
http://pasarmodal.inilah.com/read/detail/1792920/alarm-kebakaran-bunyi-penghuni-bei-panik

CTRA Tukaran Saham dengan ICD
http://pasarmodal.inilah.com/read/detail/1792918/ctra-tukaran-saham-dengan-icd

Harga Perdana Golden Energy Mines Rp2.500/Saham
http://pasarmodal.inilah.com/read/detail/1792915/harga-perdana-golden-energy-mines-rp2500saham

NAB Reksa Dana Kembali Meningkat Jadi Rp 157,46 Triliun
http://finance.detik.com/read/2011/11/04/112446/1760154/6/nab-reksa-dana-kembali-meningkat-jadi-rp-15746-triliun

Laba bersih AMFG naik 9,3% di kuartal ketiga
http://investasi.kontan.co.id/v2/read/1320381514/81847/Laba-bersih-AMFG-naik-93-di-kuartal-ketiga-

Saham MEDC & ENRG melesat seiring kenaikan harga minyak
http://investasi.kontan.co.id/v2/read/1320378667/81836/Saham-MEDC-ENRG-melesat-seiring-kenaikan-harga-minyak-



Bloomberg: Rupiah Snaps Four-Day Decline as Foreigners Buy Assets on Growth

PM Yunani Siap Mundur
http://pasarmodal.inilah.com/read/detail/1792886/pm-yunani-siap-mundur

Penjualan mobil menanjak, saham ASII ikut terkerek
http://investasi.kontan.co.id/v2/read/1320378202/81834/Penjualan-mobil-menanjak-saham-ASII-ikut-terkerek-

Rupiah Melemah, Harga Emas Batangan Antam Melonjak 
http://finance.detik.com/read/2011/11/04/105307/1760006/4/rupiah-melemah-harga-emas-batangan-antam-melonjak

Fitch: Rencana akuisisi belum mempengaruhi peringkat PWON
http://investasi.kontan.co.id/v2/read/1320376204/81830/Fitch-Rencana-akuisisi-belum-mempengaruhi-peringkat-PWON-

Outlook sektor perbankan menjanjikan, investor berburu BMRI & BBRI
http://investasi.kontan.co.id/v2/read/1320375838/81829/Outlook-sektor-perbankan-menjanjikan-investor-berburu-BMRI-BBRI-

Coal miner PT Berau Coal, a 90% owned subsidiary of PT Berau Coal Energy Tbk (BRAU), is busy to hold exploration in Block 1 Binungan mine site (Prapatan) with a target production of 500,000 tons. The output expansion is intended to underpin BRAU's annual production of 23 million tons. BRAU is now 85% controlled by Bumi Plc, a London-based company that was founded by Nathaniel Rothschild. Public Relations Manager Berau Coal Bintoro Prabowo said the company started a mining construction at Prapatan last month. "Reserves at Binungan site is estimated about 10 million tons. We expect to produce 500,000 tons of coal next year," he said as quoted by Bisnis Indonesia today. Berau Coal produced 17.3 million tons last year, 20.3 million tons this year, and 23 million tons next year.


Agenda 04 November  Rups Myoh, Portugal Parliament to vote on 2012 budget
07 November  Rups KRAS, meeting of Eurogroup finance Ministers
08 November  Rups PTIS,  cum dev KKGI 50, mulai penawaran IPO Visi Media Asia,  ECOFIN Council meeting
09 November  Rups TBLA,  Rups DSSA, ERATEX DJAJA RUPSLB

Bloomberg: Palm Oil Gains as Much as 0.8% to 3,001 Ringgit a Metric Ton

Bloomberg: Asian FX May Rise After No Greek Referendum: BOT-Mitsubishi UFJ

Bloomberg: Mirae Asset Considering Indonesian Acquisition, CEO Koo Says

BLOOMBERG: *FITCH: NO IMMEDIATE RTG IMPACT FROM PAKUWON'S PROPOSED BUY

Bloomberg: Buy Shares of Bank Rakyat, Bank Mandiri, Says BNP Paribas.     *INDONESIA BANKS TO GENERATE HIGH PROFITABILITY IN 2012,BNP SAYS

Bloomberg: Golden Energy Seeks to Raise 2.2 Tln Rupiah in IPO, Daily Says

Bloomberg: Surya Citra Expects 2012 Revenue of 2.4T Rupiah, Bisnis Reports

Inilah Daftar Saham Pilihan Jumat (4/11)
http://pasarmodal.inilah.com/read/detail/1792772/inilah-daftar-saham-pilihan-jumat-411

Rekomendasi Saham
IHSG Cicipi Sentimen Positif Global
http://finance.detik.com/read/2011/11/04/080742/1759829/6/ihsg-cicipi-sentimen-positif-global

Untuk kali pertama dalam lima hari, bursa Asia melaju
http://investasi.kontan.co.id/v2/read/1320371719/81821/Untuk-kali-pertama-dalam-lima-hari-bursa-Asia-melaju-

G20 Desak Eropa Segera Atasi Krisis
http://finance.detik.com/read/2011/11/04/080914/1759830/4/g20-desak-eropa-segera-atasi-krisis

Ini Saham Berpeluang Rebound Hari Ini
http://pasarmodal.inilah.com/read/detail/1792877/ini-saham-berpeluang-rebound-hari-ini

Batalnya Referendum Yunani Ikut Dongkrak IHSG
http://pasarmodal.inilah.com/read/detail/1792881/batalnya-referendum-yunani-ikut-dongkrak-ihsg

Referendum Yunani Batal, Saham Asia Melesat
http://pasarmodal.inilah.com/read/detail/1792871/referendum-yunani-batal-saham-asia-melesat

Cermati! INAF Rencana 'Go Private'
http://pasarmodal.inilah.com/read/detail/1792862/cermati-inaf-rencana-go-private

Ayo Akumulasi! Bandar Sedang Buru Saham ARTI
http://pasarmodal.inilah.com/read/detail/1792861/ayo-akumulasi-bandar-sedang-buru-saham-arti

Referendum Batal, Wall Street Langsung Melesat
http://pasarmodal.inilah.com/read/detail/1792859/referendum-batal-wall-street-langsung-melesat

MASA incar Rp 1,53 triliun dari right issue
http://investasi.kontan.co.id/v2/read/1320325483/81792/MASA-incar-Rp-153-triliun-dari-right-issue-

CFIN naikkan penawaran obligasi
http://investasi.kontan.co.id/v2/read/1320324529/81791/CFIN-naikkan-penawaran-obligasi-

LPPF Buka Gerai di Banda Aceh
http://pasarmodal.inilah.com/read/detail/1792755/lppf-buka-gerai-di-banda-aceh

Oktober, Biaya Eksplorasi KKGI Capai US$1,16 Jt
http://pasarmodal.inilah.com/read/detail/1792747/oktober-biaya-eksplorasi-kkgi-capai-us116-jt

Euro makin terseok karena kisruh Yunani
http://investasi.kontan.co.id/v2/read/1320369815/81819/Euro-makin-terseok-karena-kisruh-Yunani-

Harga kontrak minyak masih mendekati level tertinggi tiga bulan
http://investasi.kontan.co.id/v2/read/1320365626/81808/Harga-kontrak-minyak-masih-mendekati-level-tertinggi-tiga-bulan-

Iklan naik, kinerja pun kian cantik
http://investasi.kontan.co.id/v2/read/1320365624/81810/Iklan-naik-kinerja-pun-kian-cantik-

BORN fr DBS Vickers::: Maintain Hold andRp950 TP, as we are keeping our earnings forecast for now, pending approval from shareholders and regulatory bodies. We are neutral on the acquisition as we understand that Bumi Plc holds one of the best coal assets in Indonesia through KPC with potential upside from unlocking value on BRMS.  But we are a little uncomfortable with the premium BORN paid without controlling interests in the assets.

Trades of the Day...
Fundamentally:
CIMB mempertahankan rating Total Bangun Persada (TOTL) pada OUTPERFORM dengan target harga Rp440 atau 20% discount to market P/E of 13x. TOTL mencatat quarter yang sangat kuat dengan margin tertinggi di sektornya.

CIMB mempertahankan rating Adhi Karya (ADHI) pada OUTPERFORM dengan target harga Rp1200 atau 40% discount to market P/E. Perlambatan projek ground breaking dan write-off menggangu kinerja 9M11. Kontrak baru yang diperoleh cukup besar dan memberikan outlook yang cerah memasuki 2012. 9M11 core profit sebesar Rp30bn (-58% yoy) dibawah prediksi kami sekitar 15-16%. Kami memangkas FY11-13 earning namun mempertahankan OUTPERFORM karena valuasi yang murah

‎​CIMB mempertahankan rating sektor perbankan pada NEUTRAL. Perbankan Indonesia melaporkan result 9M11 yang kuat, earning naik 36% yoy, loan growth naik 26% yoy. Kami tetap waspada terhadap ancaman forex karena berkurangnya forex deposit pada 3Q11. Target harga kami untuk 2012 adalah BBKP 1200, BBCA 10000, BDMN 4600, BJBR 1150, BMRI 9400, BBNI 5200, PNBN 1020, BBRI 7300, BBTN 2000, BTPN 4700. Top picks kami adalah BMRI, BBNI dan BBKP

PT Radiant Utama (RUIS) hingga akhir bulan Oktober 2011 berhasil membukukan kontrak baru senilai Rp1,1 triliun. Angka tersebut merupakan diluar kontrak mobile off shore production unit (MOPU) senilai US$90 juta yang diperoleh dari Santos Ltd.

HRUM fr DBS Vickers::: Harum finally receives Borrow and Use Lincense for TBH Harum Energy (HRUM) finally receives borrow and use permit (izin pinjam pakai) from the Ministry of Forestry for Tambang Batubara Harum (TBH). TBH is now allowed to start exploration activities in the mines and will begin develop infrastructure including the construction of the port.
*** No impact on production volume this year as TBH expects initial production in the next 5-6 months with production is estimated to reach 1.0-1.5m tons next year.
*** Maintain Buy, Rp9,000TP. HRUM is the most attractive growth story in the sector with coal production is estimated to double from 7.5m tons in 2010 to 15m tons by 2012. The stock is attractively priced at 8x FY12F PE against FY10-12F EPS CAGR of 80%.

Dow.      12044.47.+208.43. +1.76%
Nasdaq.  2697.97.+57.99.  +2.20%
S&P 500.1261.15. +23.25.  +1.88%
FTSE.      5545.64. +61.54.  +1.12%
Dax.        6133.18. +167.15. +2.81%
CAC40.    3195.47. +84.88.  +2.73%

Oil.            94.07.  +1.56.    +1.69%
Gold.      1765.100+35.500. +2.05%

IDR.      8965(source: yahoo finance)
Euro.  1.3812

TLKM.  34.19. +0.14+0.41%Rp7663
ISAT.    28.25.  -0.13 -0.46% Rp5065
BumiPLC.765.000.+6.500.  +0.857%
EIDO.        30.120.+0.290.  +0.972%
Timah.      22000.  +175.    +0.80%.  Nickel.      18325.  -55.        -0.30%
CPOJan 2976RM+18RM+0.61%$949
Corn.          653.500+8.500 +1.32%
SoybeanOil. 52.030 +1.180.+2.32%
Wheat.      636.000.+12.500+2.00%
Coal28Okt 117.89vs.118.10(21 Okt)
(DE/ls)

Thursday, November 3, 2011

@IHSG is Proven Resilience Amid Intraday Oversold in Neutral Trend

Hold Buy on rumor strong US Payroll & The Fed. 
(Sesi 2 02/11): ADRO ASII AKRA BUMI GGRM ASRI BKSL BBRI SMCB HRUM PGAS BMRI BORN LPCK BJBR MEDC >>> Hold hingga Jumat (04/11) Atau Senin 7/11 (Jika kondisi regional mendukung), stop loss jika IHSG tembus dibawah area 3.620-3.580.

Sebagian saham pilihan ada di Weekly T.A Saham BNI Securities Edisi 1-4 Nov, dirilis kemarin 01/11.  

IHSG Closing: It Ain't A Bearish Gartley...
IHSG:
DJIA:
VIX Index:
ANTM:

ENRG:
KIJA:
STAR:

GGRM:

Laporan & Rumor Saham Indonesia 03-11 (Refresh)

2nd SESSION JCI on 03.11.11
@3705.81 (-57.22 pts) (-1.52 %) (H:3763.30 ; L: 3686.00)
Value:  4.905. T (NG.  1.731 T )  
Volume: 5.780 B (NG  2.208 B )
Foreign Nett Buy: 75  B      
Incl. Crossing:
MNCN @ 1000 ~ 692 B
WINS @ 420 ~ 155 B
BMTR @ 820 ~ 131 B
USD/IDR: 8960

6 MARKET DRIVEN BY SECTOR
TRADE ( -1.41%) (1.155T )
MINING. ( -2.10%) (951.216 B )
MANUFACTUR ( -1.63%) (873.196 B )
FINANCE ( -1.68%) (810.730 B )
INFRASTRUC ( -0.427%) (600.743 B )
PROPERTY ( -1.74%) (426.455 B )

6 NETT BUY STOCKs BY FOREIGN
BUMI.  @ 2306 (76.70 B )
ADRO. @ 1999 (23.45 B )
ASRI.  @ 450.  (22.91 B )
HRUM. @ 8097 (18.68 B )
BBRI.    @ 6561.  (17.60 B )
AKRA @ 2939 (15.25 B )

6 NETT SELL STOCKs BY FOREIGN
ASII.    @ 67310 (132.16 B )
UNTR.  @ 23604 (51.21 B )
INDF.    @ 5072 (27.52 B )
BBCA.  @ 7806 (17.20 B )
INTP.    @ 14927 (13.16 B )
SMGR @ 8936 (12.76 B )

8 MOST ACTIVE STOCKs BY VALUE
ASII.    @ 67300 (-2.46%)
BUMI.  @ 2325. (0.00%)
BMRI.  @ 6900.(-2.81%)
ASRI.  @ 440.  (-2.22%)
BORN. @ 860.  (-3.37%)
BBRI.  @ 6600 (-1.49%)
ENRG. @ 156.    (-3.10%)
UNTR. @ 23400 (-3.70%)

8 MOST ACTIVE STOCKs BY VOLUME
ENRG @ 156.  (678.003 M )
ASRI. @ 440 (418.438 M )
ELTY @ 114.  (232.861 M )
BORN @ 860 (217.885 M )
BKSL @ 260. (142.982 M )
KIJA.  @ 160.  (125.370 M )
BUMI.  @ 2325 (104.298 M )
APIC.  @ 260. (95.171 M )

IHSG Turun 1,5% Meski Asing Net Buy. net foreign buy Rp768,6 miliar (Nego asing Rp 693 Miliar)
http://pasarmodal.inilah.com/read/detail/1792614/ihsg-turun-15-meski-asing-net-buy

Tunggu Hasil Pertemuan G20, IHSG Melempem 
http://finance.detik.com/read/2011/11/03/161025/1759515/6/tunggu-hasil-pertemuan-g20-ihsg-melempem

Penurunan 188 saham menahan indeks di zona merah
http://investasi.kontan.co.id/v2/read/1320311008/81766/Penurunan-188-saham-menahan-indeks-di-zona-merah-

BJBR siapkan Rp 1 triliun untuk lunasi obligasi
http://investasi.kontan.co.id/v2/read/1320307648/81758/BJBR-siapkan-Rp-1-triliun-untuk-lunasi-obligasi-

TINS hanya akan mengekspor timah sesuai kontrak
http://investasi.kontan.co.id/v2/read/1320306166/81753/TINS-hanya-akan-mengekspor-timah-sesuai-kontrak-

SCMA akan Lunasi Utang Obligasi Rp574,37 M
http://pasarmodal.inilah.com/read/detail/1792627/scma-akan-lunasi-utang-obligasi-rp57437-m

Garap Film, SCMA Gandeng Produser AS
http://pasarmodal.inilah.com/read/detail/1792653/garap-film-scma-gandeng-produser-as

Pilih Pegang Dolar, Bursa Asia Terkapar
http://pasarmodal.inilah.com/read/detail/1792668/pilih-pegang-dolar-bursa-asia-terkapar

Saham INPC Teraktif Diperdagangkan Kamis (3/11)
http://pasarmodal.inilah.com/read/detail/1792645/saham-inpc-teraktif-diperdagangkan-kamis-311


1st SESSION on 03.11.11
@3718.87 (-44.16 pts) (-1.17% %) (H:3763.30 ; L: 3697.44)
Value: 2.721 T (NG 1.255 T  )  
Volume: 3.429 B (NG  1.481 B )
Foreign Nett Buy:  24 B      
Incl. Crossing:
MNCN @ 1000 ~ 692 B (F vs D)
USD/IDR: 8973

6 MARKET DRIVEN BY SECTOR
TRADE.  ( -1.34%) (856.407 B )
MINING.  ( -1.54%) (463.692 B )
MANUFACTUR ( -1.14%) (418.959 B )
FINANCE ( -1.51%) (408.456 B )
PROPERTY.    ( -1.17%) (297.312 B )
INFRASTRUC ( -0.24%) (242.950 B )

6 NETT BUY STOCKs BY FOREIGN
BUMI.  @ 2308 (54.53 B )
ASRI.  @ 454 (27.93 B )
HRUM @ 8147 (15.34 B )
BBRI.  @ 6594 (9.64 B )
BBNI.  @ 3941 (8.83 B )
BMRI.  @ 6912 (7.11 B )

6 NETT SELL STOCKs BY FOREIGN
ASII.      @ 67313 (86.77 B )
UNTR.  @ 23797(24.37 B )
INDF.    @ 5095.  (11.96 B )
ENRG.  @ 158.      (7.80 B )
INTP.    @ 15.106.  (3.54 B )
TLKM. @ 7527.    (3.54 B )

8 MOST ACTIVE STOCKs BY VALUE
BUMI.    @ 2300.(-1.07%)
ASRI.    @ 450.  (0.00%)
ASII.      @ 67300 (-2.46%)
BMRI.    @ 6900.(-2.81%)
BORN.  @ 860.  (-3.37%)
BBRI.    @ 6550.(-2.23%)
TRAM. @ 850.  (-1.16%)
ENRG.  @ 157.    (-2.48%)

8 MOST ACTIVE STOCKs BY VOLUME
ENRG.  @ 157.  (358.207 M)
ASRI.  @ 450 (324.313 M)
ELTY.  @ 115.  (165.836 M)
BORN.  @ 860 (96.485 M)
KIJA.    @ 159.  (79.164 M)
TRAM @ 850. (71.070 M)
BKSL.  @ 265. (68.561 M)
BUMI.    @ 2300 (65.391 M)


Bloomberg: Timah to Fulfill Contractual Tin Shipments, Wachid Usman Says

Bloomberg; Copper Resumes Drop on More Signs of China Slowdown: LME Preview
 

Sesi I
Aksi Ambil Untung Berlanjut, IHSG Terkoreksi 44 Poin
http://finance.detik.com/read/2011/11/03/120401/1759218/6/aksi-ambil-untung-berlanjut-ihsg-terkoreksi-44-poin

Asing Net Buy, IHSG Sesi I Berakhir Anjlok 1,1%
http://pasarmodal.inilah.com/read/detail/1792520/asing-net-buy-ihsg-sesi-i-berakhir-anjlok-11

Sesi Dua: Pilih Saham Bluechips Likuid
http://pasarmodal.inilah.com/read/detail/1792515/sesi-dua-pilih-saham-bluechips-likuid


JSMR revisi naik target transaksi di jalan tol
http://investasi.kontan.co.id/v2/read/1320302063/81738/JSMR-revisi-naik-target-transaksi-di-jalan-tol-

CPO tergelincir karena spekulasi krisis Eropa bakal memburuk
http://investasi.kontan.co.id/v2/read/1320297632/81734/CPO-tergelincir-karena-spekulasi-krisis-Eropa-bakal-memburuk-

Investor Asing Borong Saham MNC Rp 692 Miliar 
http://finance.detik.com/read/2011/11/03/123614/1759264/6/investor-asing-borong-saham-mnc-rp-692-miliar

DSSA Raih Proyek PLTU dari PLN
http://pasarmodal.inilah.com/read/detail/1792537/dssa-raih-proyek-pltu-dari-pln

Bahana Catat Dana Kelolaan Rp18,3 T
http://pasarmodal.inilah.com/read/detail/1792551/bahana-catat-dana-kelolaan-rp183-t

Indonesia Stocks: Energi Mega, Medco Energi, Multistrada, Timah
http://www.bloomberg.com/news/2011-11-03/indonesia-stocks-energi-mega-medco-energi-multistrada-timah.html

Dolar AS Kembali Tembus Rp 9.000
http://finance.detik.com/read/2011/11/03/130609/1759298/6/dolar-as-kembali-tembus-rp-9000

Anak Usaha Garuda Butuh 7 Ribu Tenaga Kerja 
http://finance.detik.com/read/2011/11/03/125430/1759287/6/anak-usaha-garuda-butuh-7-ribu-tenaga-kerja


Net buy asing 716 bio , karena ada transaksi nego di saham MNCN  sebesar 693.2bio = Real Net Buy Asing Rp 23 Miliar.
Broker buy : CG, broker sell: EP. Untuk transaski reguler;
Netbuy: ASRI, BUMI, BORN,PGAS, WIKA,AMAF,BBRI,TINS,ADRO;
Netsell transaski reguler: PNLF,SSIA,INDF,ASII,SMGR,RALS,DEWA,ENRG, UNTR

Duuh! Kemungkinan 50% Inggris Bakal Resesi
http://pasarmodal.inilah.com/read/detail/1792492/duuh-kemungkinan-50-inggris-bakal-resesi

Nasib Yunani di Euro Ditentukan di KTT G20 Kamis
http://pasarmodal.inilah.com/read/detail/1792511/nasib-yunani-di-euro-ditentukan-di-ktt-g20-kamis

Rights Issue, MASA Tawarkan Rp500 per Saham
http://pasarmodal.inilah.com/read/detail/1792478/rights-issue-masa-tawarkan-rp500-per-saham

PWON Tawarkan Rights Issue Rp650-680 per Saham
http://pasarmodal.inilah.com/read/detail/1792475/pwon-tawarkan-rights-issue-rp650-680-per-saham

Naik Tajam, BEI Pantau Saham GTBO
http://pasarmodal.inilah.com/read/detail/1792455/naik-tajam-bei-pantau-saham-gtbo

Dirut BEI: Pasar Modal Indonesia Masih yang Terbaik 
http://finance.detik.com/read/2011/11/03/113627/1759113/6/dirut-bei-pasar-modal-indonesia-masih-yang-terbaik

Dahlan Masih Rahasiakan BUMN yang Siap Go Public
http://finance.detik.com/read/2011/11/03/103813/1759048/6/dahlan-masih-rahasiakan-bumn-yang-siap-go-public

Pemerintah Yakin Bisa Turunkan Rasio Utang Jadi 24% 
http://finance.detik.com/read/2011/11/03/111213/1759092/4/pemerintah-yakin-bisa-turunkan-rasio-utang-jadi-24

Eropa Krisis, Pemerintah Pede Ekonomi RI Tumbuh 6,7% di 2012
http://finance.detik.com/read/2011/11/03/113448/1759109/4/eropa-krisis-pemerintah-pede-ekonomi-ri-tumbuh-67-di-2012

Dilarang ekspor timah, saham TINS melorot hingga 2%
http://investasi.kontan.co.id/v2/read/1320291084/81720/Dilarang-ekspor-timah-saham-TINS-melorot-hingga-2-

Rupiah tergelincir ke level terlemah dalam sebulan
http://investasi.kontan.co.id/v2/read/1320291196/81721/Rupiah-tergelincir-ke-level-terlemah-dalam-sebulan-

Saham-saham berbasis energi tergerus mengikuti harga minyak
http://investasi.kontan.co.id/v2/read/1320290547/81717/Saham-saham-berbasis-energi-tergerus-mengikuti-harga-minyak-

*DJ BHP's IndoMet JV With Adaro Energy Contains 774M Tons Coal
*DJ BHP Says Work On IndoMet To Start By End-Dec Pending Permits


Bloomberg: S&P's Tan Favors Indonesia, China, Hong Kong Stocks

Bloomberg: *SANTOS TO SUPPLY 55 MMSCFD OF GAS TO UTILITY LISTRIK NEGARA

Kim Eng:::: Charoen Pokphand Indonesia (CPIN.IJ, BUY) - Profit hampered by lower DOC price
9M11 net profit grew by 18% y/y to Rp1,93t, on the back of Rp13.5t in sales that rose by 24% y/y. Both topline and bottomline figures were below our expectations.  We lower our TP to Rp3,200 (from Rp3,500). Our TP pegs the stock at 17.8x 2012 PER. Reiterate BUY.

Fr Citigroup:::: 4Q outlook still strong; Still positive —The bank, coal, auto and property sectors will remain drivers of growth in 4Q11 and 2012.

MASA fr Mandiri Sec (CC)::: Multisrtrada Arah Sarana: Will conduct a preemptive rights issue at price Rp500/shares (MASA, Rp500, Buy, TP: Rp710)
 

Agenda 03 November
ECB Interest Rate Decision and press conference  G20 heads of state summit,  French summit and Spanish Auction: Bono Auction

Bloomberg: Indonesian Rupiah Declines to One-Month Low on Greek Concern

Bloomberg: Indonesia Stock Outlook Remains Strong, Citi Says

Bloomberg: Palm Oil Falls as Much as 0.7% to 2,938 Ringgit a Metric Ton

Bloomberg: *FITCH RATES PT BANK COMMONWEALTH'S MTNS 'AAA(IDN)'

Bloomberg: Indonesia Waiting for ‘Window’ to Sell Dollar Islamic Bonds

Indonesia Waiting for ‘Window’ to Sell Dollar Islamic Bonds

Increasing Room for Asian Monetary Easing, Barclays Capital Says

Bloomberg: Increasing Room for Asian Monetary Easing, Barclays Capital Says

Bloomberg: Multistrada Plans 1.53 Tln Rupiah Rights Offer for Expansion

Bloomberg: CIMB Niaga Expects 2011 Net of 4 Trillion Rupiah, Bisnis Reports

Bloomberg: Twenty-Five Indonesian Tin Producers Agree to Extend Export Ban


0208 GMT  [Dow Jones] Indonesian shares are likely to open lower, tracking declines in several Asian markets due to negative Dow Jones futures and ahead of the G-20 summit in France, traders say. They tip the main index to find support at 3700 after it ended up 2.1% Wednesday at 3763.034. "This kind of negative external factor may inspire swift profit-taking after Wednesday's sharp gains," says a fund manager at a local asset management. Coal producer Bumi (BUMI.JK) and Bank Mandiri (BMRI.JK) may lead falls on profit-taking.

JAWA:::: JAKARTA: Kenaikan harga karet mendorong laba bersih PT Jaya Agra Wattie Tbk melejit hingga 176% sepanjang Januari-September 2011 menjadi Rp152,44 miliar dari periode yang sama tahun lalu Rp55,27 miliar. Kenaikan keuntungan emiten berkode saham JAWA ini pun sejalan dengan penjualan bersih perseroan yang naik 68% menjadi Rp502,25 miliar dari sebelumnya Rp298,37 miliar.

KRAS::: JAKARTA: PT Krakatau Steel (KS) akan membangun pusat pengolahan baja untuk industri otomotif dengan nilai investasi sebesar Rp100 miliar.   Perusahaan pengolahan baja yang berlokasi di Karawang itu didirikan bersama Nippon Steel Trading Co.


Abaikan Positifnya Wall Street, IHSG Ambles 31 Poin 
http://finance.detik.com/read/2011/11/03/093633/1758985/6/abaikan-positifnya-wall-street-ihsg-ambles-31-poin

Rekomendasi Saham
IHSG Kena Angin Positif The Fed
http://finance.detik.com/read/2011/11/03/073359/1758930/6/ihsg-kena-angin-positif-the-fed

Inilah Menu Saham Pilihan Kamis (3/11)
http://pasarmodal.inilah.com/read/detail/1792313/inilah-menu-saham-pilihan-kamis-311

Inilah Saham Berpotensi Melemah Hari Ini
http://pasarmodal.inilah.com/read/detail/1792446/inilah-saham-berpotensi-melemah-hari-ini

Analis: IHSG akan bergerak variatif karena sentimen AS dan Eropa
http://investasi.kontan.co.id/v2/read/1320284864/81706/Analis-IHSG-akan-bergerak-variatif-karena-sentimen-AS-dan-Eropa-

IHSG Masih Bullish dan Berujung pada Target 4.025
http://pasarmodal.inilah.com/read/detail/1792345/ihsg-masih-bullish-dan-berujung-pada-target-4025

Ayo Beli! Broker Lokal Bakal Kerek SDRA ke Rp250
http://pasarmodal.inilah.com/read/detail/1792438/ayo-beli-broker-lokal-bakal-kerek-sdra-ke-rp250

BORN Beli BRMS Lagi?
http://pasarmodal.inilah.com/read/detail/1792441/born-beli-brms-lagi

Ekspansi gerai kerek laba AMRT
http://investasi.kontan.co.id/v2/read/1320282056/81703/Ekspansi-gerai-kerek-laba-AMRT-

BJBR Siap Lunasi Utang Obligasi V
http://pasarmodal.inilah.com/read/detail/1792275/bjbr-siap-lunasi-utang-obligasi-v

Inilah Arah IHSG November Ini
http://pasarmodal.inilah.com/read/detail/1792331/inilah-arah-ihsg-november-ini

Tahun depan, JSMR luncurkan produk OBU
http://investasi.kontan.co.id/v2/read/1320238752/81669/Tahun-depan-JSMR-luncurkan-produk-OBU-

Menteri BUMN berharap IPO PLN Enjinering di tahun ini
http://investasi.kontan.co.id/v2/read/1320227951/81655/Menteri-BUMN-berharap-IPO-PLN-Enjinering-di-tahun-ini-

Krisis Utang Eropa Kembali Pukul Saham Asia
http://pasarmodal.inilah.com/read/detail/1792444/krisis-utang-eropa-kembali-pukul-saham-asia

BI rate turun, harga SUN bakal melaju
http://investasi.kontan.co.id/v2/read/1320286541/81708/BI-rate-turun-harga-SUN-bakal-melaju-

Emas potensial mencetak rekor tahun depan
http://investasi.kontan.co.id/v2/read/1320282944/81704/Emas-potensial-mencetak-rekor-tahun-depan-

Harga minyak bergerak mendekati level tertinggi dalam dua hari
http://investasi.kontan.co.id/v2/read/1320279527/81699/Harga-minyak-bergerak-mendekati-level-tertinggi-dalam-dua-hari-

Kredit bermasalah digusur, laba BNI tumbuh subur
http://investasi.kontan.co.id/v2/read/1320279309/81700/Kredit-bermasalah-digusur-laba-BNI-tumbuh-subur-

Kemungkinan pelaksanaan QE3 membuat dollar AS loyo
http://investasi.kontan.co.id/v2/read/1320278833/81698/Kemungkinan-pelaksanaan-QE3-membuat-dollar-AS-loyo-

Wednesday, November 2, 2011

@Short Covering Should Conquer The Serial Bad News Before Big Event of Surprises

Get Ready For A Global Credit Crisis By Year-End
Possibly the most significant consequence of the EU bailouts last week will be that the “solutions” to the problems in Europe will result in a global credit crunch. To me this outcome is a foregone conclusion. It's already happening.
READ MORE: http://www.econmatters.com/2011/11/get-ready-for-global-credit-crisis-by.html

PREVIEW: FOMC rate-decision due at 1630GMT (23.30 WIB) followed by Bernanke’s press conference at 1815GMT (01.15 WIB)
    * The FOMC is expected to keep the Fed funds rate unchanged in the range of 0%-0.25%
    * Policymakers may consider large-scale purchases of MBS to help the housing sector
    * The FOMC may cut its growth and inflation projections for 2011 and 2012
READ MORE: http://www.zerohedge.com/news/previewing-todays-fomc-decision

Morgan Stanley On What Happens Next In Greece, And Why It Is All Very Euro Negative
The EUR is set to remain under pressure as the uncertainty regarding Greece intensifies once again. Any comfort for the EUR from reports Merkel and Sarkozy are to meet with the Greek government and IMF officials Wednesday, ahead of the G20, is likely to be short-lived in our view.
READ MORE: http://www.zerohedge.com/news/morgan-stanley-what-happens-next-greece-and-why-it-all-very-euro-negative

FYI--Global Collapse Appears To Be Imminent Now. MF Global Is The First Crash Of Many! Get Out Now!
If you haven't yet heard, financial firm MF Global filed for bankruptcy.  John Corzine, the ex Gov. of NJ, was chief of Goldman Sachs and left to run MF Global.  There is somewhere between $700 million and $1 billion missing.  However, there may be a 'deeper end' game being played out here. Molly has zero expertise in this area however, below is a stunning article by Ann Barnhart who argues that the collapse of MF Global IS the beginning of a 'planned' crash of the entire financial system.  For your own financial safety and future, please read her article & then, REPLY TO Molly your thoughts and she will pass them on.

How to Be a Great Commodities Investor
Investing in Resources: How to Profit from the Outsized Potential and Avoid the Risks by Adrian Day is an excellent book to get started investing in commodities. Adrian explains investing in everything from gold to copper to oil, in easy-to-read, plain English. I highly recommend this book.
READ MORE: http://www.dailywealth.com/1890/How-to-Be-a-Great-Commodities-Investor

Did You Miss the Dow's Biggest Monthly Point Gain Ever?
After a brutal September, it was refreshing to see October swoop in with a record-breaking monthly point gain. The Dow Jones Industrial Average scored 9.5% gains in October, rising 1,041.63 points, and the Standard & Poor's 500 Index and the Nasdaq Composite rose 11%.
READ MORE: http://moneymorning.com/2011/11/01/did-you-miss-the-dows-biggest-monthly-point-gain-ever/

Three Lessons From the Collapse of MF Global
Those lessons are:
    * Steer clear of leverage. Don't leverage up your portfolio and don't buy into companies that leverage up theirs.
    * Do not invest based on political beliefs. Rely rather on economic analysis.
    * And always stay humble. Maintain a deep skepticism of your own knowledge and wisdom. Neither the best market analysts nor the best baseball players should expect to bat 1.000.
READ MORE: http://moneymorning.com/2011/11/02/three-lessons-from-collapse-of-mf-global/

Rekomendasi BUY NEKAD 8: 16 Saham Pilihan

Buy on rumor strong US Payroll & The Fed. ADRO ASII AKRA BUMI GGRM ASRI BKSL BBRI SMCB HRUM PGAS BMRI BORN LPCK BJBR MEDC >>> Hold hingga Jumat (04/11) Atau Senin 7/11, stop loss jika IHSG tembus dibawah 3.580.

Sebagian saham pilihan ada di Weekly T.A Saham BNI Securities Edisi 1-4 Nov, dirilis kemarin 01/11.

@The Sell Off Will Be Caught Off Guard, Get Ready For Rekomendasi BUY NEKAD 8


IHSG: Outlook Jangka Pendek IHSG Terancam Berubah Menjadi Bearish
IHSG anjlok ke level penutupan 3.685 (Range 3.790-3.685). Momentum penurunan IHSG diperkirakan berlanjut dari kondisi daily Bearish Reversal, Candle Two Crows, Buying Power Melemah, penutupan di bawah 3.719 (Pivot Point), meski tidak didukung trend volume dan fase akumulasi. Selama di bawah 10 & 50-day MA, Risk > Reward menuju support 3.680/3.648/3.629/3.580, jika tembus ke 3.556/3.501/3.468/3.393. Resist: 3.719/3.738/3.756/3.792. IHSG diperkirakan dalam kisaran: 3.580 - 3.700. (BNI Securities Daily T.A 02-11)

DJIA:
VIX Index:
DAX Germany:
ASRI:
BKSL:
 
BORN:
LPCK:
SMCB:



Laporan & Rumor Saham Indonesia 02-11 (Refresh)

2nd session JCI on 02.11.11
3763.03(+78.02pts)(+2.11%)
(H: 3763.39 ; L: 3624.22 )
Saham(+) 191; (-) 52; ( = ) 72
Value:    4.34T
Volume:  2.19B
Foreign Nett Sell: 164 B
Incl. Crossing:
MAPI @ 4950 ~ IDR 139 B (F vs D )
USD/IDR : 8935 (On Shore)
          8937.5 (Off Shore)

6 MARKET DRIVEN BY SECTOR
MINING.          (+3.02%)(1705.854 B )
FINANCE.      (+1.84%)(978.823 B )
MANUFACTUR(+2.42%)(727.476 B )
INFRASTRUC.  (+2.04%)(484.980 B )
PROPERTY (+2.11%)(394.001 B )
CONSUMER (+1.92%)(230.829 B )

6 NETT BUY STOCKs BY FOREIGNers
BBKP.      @661.    (18.59 B )
HRUM.      @8073. (15.25 B )
TLKM.      @7532. (13.64 B )
UNTR.      @24075 (10.19 B )
MNCN.      @1075.  (8.21 B )
LPKR.      @616.  .  (7.42 B )

6 NETT SELL STOCKs BY FOREIGNers
BORN.      @852.    (231.59 B )
BBRI.        @6554.  (33.87 B )
BUMI.      @2241.  (23.63 B )
ADRO.    @2018.  (23.15 B )
BBCA.      @7855.  (18.57 B )
BBNI.        @3942.  (16.54 B )

8 MOST ACTIVE STOCKs BY VALUE
BORN. @890. (+2.29%) (663.388 B )
BMRI.  @7100 (+4.41%) (291.402 B )
BBRI.  @6700(+2.29%)(263.157 B )
BUMI.  @2325 (+8.14%) (257.298 B )
ASII.    @69000(+3.75%)(191.082 B )
ADRO @2050 (+3.01%)(161.852 B )
TLKM.@7550. (+2.02%)(129.262 B )
ENRG. @161.      (+6.62%)(119.098 B )

8 MOST ACTIVE STOCKs BY VOLUME
BORN.  @890. (778.349 M )
ENRG.  @161.  (757.910 M )
ELTY.  @118.  (333.461 M )
BNBR.  @52.    (287.075 M )
ASRI.  @450 (227.286 M )
KIJA.  @161.    (198.028 M )
BHIT.  @240.  (129.399 M )
PNLF.  @120.  (123.147 M )
 

Laba Bank Jabar Banten Tembus Rp 794 Miliar 
http://finance.detik.com/read/2011/11/02/163853/1758640/5/laba-bank-jabar-banten-tembus-rp-794-miliar?f9911023


BRPT Catatkan Rugi Laba Turun Jadi Rp75,94 M
http://pasarmodal.inilah.com/read/detail/1792199/brpt-catatkan-rugi-laba-turun-jadi-rp7594-m


Inflasi Jinak, BI Rate Diprediksi Turun Lagi 25 Basis Poin 
http://finance.detik.com/read/2011/11/02/105718/1758148/5/inflasi-jinak-bi-rate-diprediksi-turun-lagi-25-basis-poin

Perkembangan IHSG Berubah per Detik
http://pasarmodal.inilah.com/read/detail/1792190/perkembangan-ihsg-berubah-per-detik

Saham 'Kelas Berat' Diborong, IHSG Melesat 2,11%. foreign net sell Rp 163,766 miliar
http://finance.detik.com/read/2011/11/02/160931/1758613/6/saham-kelas-berat-diborong-ihsg-melesat-211

Asing getol mengoleksi ASII, BMRI dan BBRI di sesi sore
http://investasi.kontan.co.id/v2/read/1320225971/81650/Asing-getol-mengoleksi-ASII-BMRI-dan-BBRI-di-sesi-sore-

Wow! Meski Asing Net Sell, IHSG Naik 2,12%
http://pasarmodal.inilah.com/read/detail/1792180/wow-meski-asing-net-sell-ihsg-naik-212

BORN Catatkan Saham Teraktif Rabu (2/11)
http://pasarmodal.inilah.com/read/detail/1792188/born-catatkan-saham-teraktif-rabu-211


Wow! Laba Bersih TBLA Naik 198%
http://pasarmodal.inilah.com/read/detail/1792134/wow-laba-bersih-tbla-naik-198


Laba bersih PT Malindo Feedmill Naik 35.03%, membukukan laba bersih sebesar Rp 152.05 miliar.

Caplok Balai Pustaka, Telkom Tunggu Aba-aba Dahlan Iskan
http://finance.detik.com/read/2011/11/02/143844/1758509/6/caplok-balai-pustaka-telkom-tunggu-aba-aba-dahlan-iskan

Fitch: Referendum Naikkan Potensi Default Yunani
http://pasarmodal.inilah.com/read/detail/1792127/fitch-referendum-naikkan-potensi-default-yunani

ASRI: Proyek Placement telah selesai. Kabarnya ASRI akan kembali ke level Rp500 dalam minggu ini

TOP six Kim Eng : BORN, BBNI, HRUM, WIKA, ITMG, MAIN


BLOOMBERG: *S&P REVISES OTLK ON BERLIAN LAJU TANKER TO NEGATIVE; AFFIRMS RT

Arah Jangka Menengah: IHSG di Atas 4.000
http://pasarmodal.inilah.com/read/detail/1791911/arah-jangka-menengah-ihsg-di-atas-4000

Yes! Deflasi Giring IHSG Sesi I Ditutup Naik Tipis. Net foreign sell Rp248,86 miliar.
http://pasarmodal.inilah.com/read/detail/1792077/yes-deflasi-giring-ihsg-sesi-i-ditutup-naik-tipis

PM Yunani Minta Dukungan Kabinet
http://pasarmodal.inilah.com/read/detail/1792084/pm-yunani-minta-dukungan-kabinet

Aset Investor Domestik Naik Jadi Rp946,57 T
http://pasarmodal.inilah.com/read/detail/1792100/aset-investor-domestik-naik-jadi-rp94657-t

Kepanikan Reda, Bursa Eropa akan Bertenaga
http://pasarmodal.inilah.com/read/detail/1792103/kepanikan-reda-bursa-eropa-akan-bertenaga

Renuka Coalindo Akuisisi Jambi Prima Coal
http://pasarmodal.inilah.com/read/detail/1792119/renuka-coalindo-akuisisi-jambi-prima-coal

Garap Kelapa Sawit, AISA Gandeng Bunge Singapore
http://pasarmodal.inilah.com/read/detail/1792121/garap-kelapa-sawit-aisa-gandeng-bunge-singapore

Bakrie Sumatera Dapat Pinjaman Rp 2 Triliun untuk Bayar Utang 
http://finance.detik.com/read/2011/11/02/121424/1758364/6/bakrie-sumatera-dapat-pinjaman-rp-2-triliun-untuk-bayar-utang

Adhi Karya Kaji Akuisisi Produsen Film 'Si Unyil' 
http://finance.detik.com/read/2011/11/02/111754/1758195/6/adhi-karya-kaji-akuisisi-produsen-film-si-unyil

Harga CPO terdongkrak spekulasi ancaman banjir
http://investasi.kontan.co.id/v2/read/1320212920/81623/Harga-CPO-terdongkrak-spekulasi-ancaman-banjir-


Emas diburu seiring mencuatnya rencana referendum Yunani
http://investasi.kontan.co.id/v2/read/1320217930/81629/Emas-diburu-seiring-mencuatnya-rencana-referendum-Yunani-

Pemegang saham VOKS setujui penjaminan aset
http://investasi.kontan.co.id/v2/read/1320213578/81624/Pemegang-saham-VOKS-setujui-penjaminan-aset-


BLOOMBERG: *MORGAN STANLEY RECOMMENDS BUYING INDONESIA STOCKS `ON DIPS'*MORGAN STANLEY RECOMMENDS BUYING INDONESIA STOCKS `ON DIPS'

02 November
VOKSEL ELECTRIC RUPSLB, Sidang FOMC,  Cum Right Issue Panin Financial 6:1 (125), GMTD cum dev Rp 38, cum dev INCO US$0.01/Share,  FOMC meeting, Germany Auction: OBL 1.25% 2016 Tap


Bloomberg: Palm Oil Gains as Much as 0.2% to 2,930 Ringgit a Metric Ton

Bloomberg: Holcim Indonesia Is Strongest Cement Performer for 9M: Kim Eng

Bloomberg: Adaro Energy May Provide Loan to Bhakti Energi, Kontan Reports

Bloomberg: Indonesian Rupiah Falls Most in a Month on Europe Crisis Concern

Terseret Bursa Regional, IHSG Langsung Terpangkas 1,55% 
http://finance.detik.com/read/2011/11/02/093847/1758042/6/terseret-bursa-regional-ihsg-langsung-terpangkas-155

Rupiah keok seiring pasar saham regional anjlok
http://investasi.kontan.co.id/v2/read/1320203391/81598/Rupiah-keok-seiring-pasar-saham-regional-anjlok-

IPO Daya Mandiri Resources mundur di tengah jalan
http://investasi.kontan.co.id/v2/read/1320204514/81603/IPO-Daya-Mandiri-Resources-mundur-di-tengah-jalan-

Situasi Zona Euro Masih Picu Gejolak IHSG
http://pasarmodal.inilah.com/read/detail/1792024/situasi-zona-euro-masih-picu-gejolak-ihsg


Selamat datang anggota kesebelasan Bakrie yang Baru: BORN. Melengkapi B9 BNBR BUMI BRMS BRAU BTEL ENRG ELTY UNSP, sebentar lagi B10 VIVA, mantap Bakrie for RI 1 2014

20% foreign ownership in BORN GONE.... let's force them to buy higher!!!!

ANTAM may give IDR50/share INTERIM DIVIDEND

WIKA Suntik Anak Usaha Rp50 Miliar: PT Wijaya Karya Tbk (WIKA) berencana pelakukan penyertaan dan peningkatan pr... http://bit.ly/rJBIIK

Singapura - Barclays Capital menyediakan $ 200 juta dalam satu tahun untuk menjembatani pembiayaan ke eksportir batubara termal Undonesia Bumi Resources Tbk (BUMI. Basis Point seperti dikutip Reuters melaporkan pada Selasa, mengutip sumber-sumber perbankan. Pinjaman ini akan membantu perusahaan menaikkan dana untuk cicilan pembayaran utang senilai US$600 juta kepada China Investment Corp (CIC). The Basis Point melaporkan hal tersebut akibat Grup Bakrie, sebagai pemilik BUMI telah menandatangani kesepakatan untuk menjual sekitar setengah saham PT Bumi Plc yang listing di London ke Borneo Lumbung Energi senilai US$1 miliar untuk menghindari default utang. Selain pinjaman dari Barclays, JP Morgan juga memberikan pinjaman senilai US$200 juta, dan dari institusi lainnya sebesar US$350 juta. Barclays menolak berkomentar, sementara JPMorgan dan BUMI juga belum memberikan konfirmasi terkait hal tersebut. Total sebesar $ 750 juta dari fasilitas pinjaman lebih dari cukup untuk membayar utang sebesar $ 600 juta yang jatuh tempo pada Oktober 2013 dan cicilan utang sebesar $ 1,9 miliar dari CIC pada September 2009. Utang CIC menggunakan kupon 12 persen per tahun dan sejumlah tambahan pada saat jatuh tempo, dengan pengembalian atas investasi total tahunan CIC menjadi 19 persen

"@Bisniscom: Di balik penyelamatan Bakrie di Bumi Plc http://t.co/6F6aLJFn"

Kerugian Humpuss Naik 3 Kali Lipat: PT Humpuss Intermoda Transportasi Tbk (HITS) membukukan kenaikan kerugian ya... http://bit.ly/ssqSs1

Laba Tempo Scan Pacific Tumbuh 20,5%: PT Tempo Scan Pacific Tbk (TSPC) hingga kuartal III 2011 membukukan laba b... http://bit.ly/unOyOJ

CP Prima Raup Penjualan Rp5,5 Triliun, naik 26%: PT Central Proteinaprima Tbk (CPRO) berhasil memcatatkan penjua... http://bit.ly/s2Nalr

Trades of the Day...Fundamentally:
 
CIMB menurunkan rating Borneo Lumbung Energi (BORN) dari neutral menjadi TRADING SELL dengan target harga Rp690 berdasarkan 5x PER (dari 9.2x) untuk merefleksikan strategi BORN yang memiliki downside yang besar. Rencana membeli 23.8% saham Bumi Plc senilai $1bn sepertinya merugikan pemegang saham minoritas BORN karena sekitar 46% premium terhadap harga saham Bumi Plc saat ini dan 15x PER untuk BUMI. Dampak dari akuisisi ini juga tidak terlalu menambah pendapatan BORN.CIMB mempertahankan rating Adaro Energy (ADRO) pada NEUTRAL dengan target harga Rp1840 berdasarkan 10.2 x core CY12 P/E. Laba inti 9M11 diatas ekspektasi kami dan mencapai 83% dari angka FY11 kami. Curah hujan yang tinggi pada 4Q11 akan mengurangi pendapatan, namun valuasi saat ini sudah cukup mahal dibandingkan saham coal yang lain, 25% premium terhadap sector average.

CIMB mempertahankan rating Aneka Tambang (ANTM) pada  UNDERPERFORM dengan target harga Rp1620 berdasarkan metode DCF. Laba inti 9M11 diatas ekspektasi kami dan mencapai 89% dari angka FY11 kami karena penjualan emas yang kuat. Namun nickel market yang bearish akibat penurunan produksi pabrik besi baja di US, China, Eropa akan menekan earning. Valuasi saat ini di 12.8x CY12 core P/E, sudah diatas historical core P/E di 11.8x. Penjualan emas mencapai 32% dari pendapatan 2011-12 namun 65% pendapatan ANTM masih disumbang oleh nickel

Dow.      11657.96. -297.05.  -2.48%
Nasdaq.  2606.96. -77.45.    -2.89%
S&P 500.1218.28.  -35.02.    -2.79%
FTSE.      5421.57.  -122.65.  -2.21%
Dax.        5834.51.  -306.83.  -5.00%
CAC40.    3068.33.  -174.51.  -5.38%

Oil.            91.58.  -1.61.    -1.73%
Gold.      1721.100 -4.100.  -0.24%

IDR.      8893(source: yahoo finance)
Euro.  1.3696

TLKM.  32.92.  -0.88 -2.60%Rp7318
ISAT.    29.39.  -0.54 -1.80%Rp5227
BumiPLC.706.500. -33.500. -4.527%
EIDO.        28.730. -1.100.  -3.688%

Timah.      21625.  -300.      -1.37%.  Nickel.      18500.  -1010.    -5.17%
CPOJan 2923RM -15RM -0.51%$938
Corn.          654.250+7.250.+1.12%
SoybeanOil. 50.800-0.370.  -0.72%
Wheat.      630.000+1.750. +0.28%

Coal28Okt 117.89vs.118.10(21 Okt)

Referendum Yunani Jadi Topik G20 Pekan Ini
http://pasarmodal.inilah.com/read/detail/1792016/referendum-yunani-jadi-topik-g20-pekan-ini


Inilah Strategi Trading Rabu (2/11)
http://pasarmodal.inilah.com/read/detail/1791882/inilah-strategi-trading-rabu-211

Sentimen Negatif Yunani Kembali Tekan IHSG 
http://finance.detik.com/read/2011/11/02/071517/1757971/6/sentimen-negatif-yunani-kembali-tekan-ihsg

Inilah Saham 'Lagging Movers' Hari Ini
http://pasarmodal.inilah.com/read/detail/1792013/inilah-saham-lagging-movers-hari-ini

Matahari Raup Penjualan Rp6,53 Triliun
http://pasarmodal.inilah.com/read/detail/1792012/matahari-raup-penjualan-rp653-triliun

Referendum Yunani Hancurkan Saham Asia
http://pasarmodal.inilah.com/read/detail/1792006/referendum-yunani-hancurkan-saham-asia

BUMI Raih Pinjaman US$200 Jt dari Barclays
http://pasarmodal.inilah.com/read/detail/1791997/bumi-raih-pinjaman-us200-jt-dari-barclays

Broker Asing Bakal Kerek IMAS ke Rp17 Ribu
http://pasarmodal.inilah.com/read/detail/1791990/broker-asing-bakal-kerek-imas-ke-rp17-ribu

Inilah Daftar Saham Pilihan Rabu (2/11)
http://pasarmodal.inilah.com/read/detail/1791890/inilah-daftar-saham-pilihan-rabu-211

Bargain Hunter Tergoda Pelemahan Tajam IHSG
http://pasarmodal.inilah.com/read/detail/1791892/bargain-hunter-tergoda-pelemahan-tajam-ihsg

Restrukturisasi POLY terhambat persetujuan dari PPA
http://investasi.kontan.co.id/v2/read/1320199530/81593/Restrukturisasi-POLY-terhambat-persetujuan-dari-PPA-

DOID dan BUMA Ubah Perjanjian Kredit
http://pasarmodal.inilah.com/read/detail/1791880/doid-dan-buma-ubah-perjanjian-kredit

Anak usaha AISA bekerjasama dengan Bunge Agribusiness
http://investasi.kontan.co.id/v2/read/1320140820/81562/Anak-usaha-AISA-bekerjasama-dengan-Bunge-Agribusiness-

Sempat Anjlok, Cadangan Devisa RI Kembali Capai US$ 114 Miliar 
http://finance.detik.com/read/2011/11/02/080238/1757991/5/sempat-anjlok-cadangan-devisa-ri-kembali-capai-us--114-miliar

Kontrak minyak mentah terpangkas untuk hari keempat
http://investasi.kontan.co.id/v2/read/1320192708/81586/Kontrak-minyak-mentah-terpangkas-untuk-hari-keempat-