Saturday, November 26, 2011

The Bloody Weeks is Coming To An End or It's Just A Beginning

Don't Miss These Three Year-End Trading Strategies
Before yesterday's Thanksgiving leftovers even got cold many U.S. consumers ventured out to catch the best Black Friday deals, already worried about how much this holiday shopping season will cost them. But instead of fretting over how much you'll spend this year, now's the time to focus on how much more you can earn.
READ MORE: http://moneymorning.com/2011/11/25/dont-miss-these-three-year-end-trading-strategies/

Euro Meltdown: This One European Country Can Bring Down The Entire EU
… 
And The Rest Of The Global Economy With It
It's been a rough few weeks for the Eurozone. Portugal is still in trouble, Spain will be back on the coals after its elections, and if I were a bond trader, I would be shorting Belgium, which has serious deficit and debt problems, runs for months at a time without a government and is in some danger of splitting apart into its French and Flemish bits.
READ MORE: http://moneymorning.com/2011/11/25/euro-meltdown-this-one-european-country-can-bring-down-the-entire-eu-and-the-rest-of-the-global-economy-with-it/

10 Signs That Fossil Fuels Are Changing The Commodities Market
There are a number of different aspects in Commodity markets which are far outpacing expectations, and changing market dynamics because of it. Here are ten of them:
READ MORE: http://www.econmatters.com/2011/11/10-signs-that-fossil-fuels-are-changing.html

Trouble

The global economy is heading for a massive amount of trouble in the months ahead.  Right now we are seeing the beginning of a credit crunch that is shaping up to be very reminiscent of what we saw back in 2008.
READ MORE: http://theeconomiccollapseblog.com/archives/trouble

12 Eerie Quotes From Wall Street Pros About The Coming Global Financial Collapse
Is the world on the verge of another massive global financial collapse?  Yes.  The western world is drowning in an ocean of debt unlike anything the world has ever seen before, and our financial markets are gigantic casinos that are dependent on huge mountains of risk and leverage remaining very stable.
READ MORE: http://www.econmatters.com/2011/11/12-eerie-quotes-from-wall-street-pros.html

Weekly Bull/Bear Recap: Thanksgiving Edition, 2011
Risk markets are losing their patience.  The Eurozone situation is approaching a major climax.  This is by far the most important story to follow in the coming days and weeks.  U.S. Economic data has been quite encouraging and the economy remains muddling along. 
READ MORE: http://www.zerohedge.com/news/weekly-bullbear-recap-thanksgiving-edition-2011

Japan ‘May Be’ Close to a Downgrade: S&P

http://www.bloomberg.com/news/2011-11-24/s-p-says-may-be-right-it-s-closer-to-japan-downgrade-as-finances-worsen.html

Fitch Ratings cut Portugal’s debt rating to “junk” status. After markets closed, Standard & Poor’s dealt yet another blow to Eurozone debt, cutting Belgium’s rating to AA from AA+.  S&P cited growing doubts that Belgium will be able to reduce its debt load as the continent’s economic situation deteriorates. Meanwhile, Moody’s Investors Service lowered Hungary’s debt rating to junk on Thursday, and Greece reportedly was trying to drive a harder bargain with creditors as it negotiates to have a large portion of its debt forgiven.

Why the Collapse of MF Global Should Frighten You

I try to not do apocalyptic posts because I do not want to unduly alarm our readers. But I can’t dodge this one because I believe the subject is genuinely disturbing. I apologize for springing this on you all at Thanksgiving — a time when we should all be enjoying being with family and friends, instead of worrying about our finances and the condition of our country’s economy.
READ MORE: http://fellowshipofminds.wordpress.com/2011/11/23/why-the-collapse-of-mf-global-should-concern-you/

World Economies In 2012
GDP and PPP by Country
GDP trillion    PPP          GDP per head   PPP per head
United States 15.6             15.6         $49340        $49340
China          8.13            12.3          $6120         $9280
Japan          6.41             4.5         $50830        $36000
Germany        3.49             3.2         $43740        $40280
France         2.73             2.3         $42930        $36220
UK             2.51             2.3         $39770        $36310
Brazil         2.50             2.4         $12850        $12500
India          2.37             5.1          $1940         $4170
Italy          2.20             2.0         $36100        $32700
Russia         1.93             2.5         $13650        $17750
Canada         1.79             1.5         $51530        $41860
Spain          1.54             1.5         $33180        $32140
Australia      1.40             1.0         $61040        $42130
South Korea    1.25             1.6         $25010        $31770
Mexico         1.10             2.0          $9570        $17700
Indonesia      0.99             1.2          $3990         $4900
http://en.wikipedia.org/wiki/List_of_countries_by_past_and_future_GDP_%28nominal%29#2010_to_2016_estimates

Jim Rogers: I Am Short Stocks (US Technology, Emerging Markets And Europe)
Be prepared for the next great transfer of wealth. Buy physical silver and storable food.

Bloomberg has reported that Venezuela will receive the first shipment of gold reserves being repatriated from U.S., Canadian and European banks today.

Presenting The Latest Hedge Fund Hotel:
These Are The Most Beloved Stocks By Hedge Funds At September 30
Every quarter, Goldman's David Kostin conveniently compiles a list of the 50 stock that "matter the most" to hedge funds, which is simply a polite way to define the "hedge fund hotel", or the companies which are expected to generate the most alpha.
READ MORE: http://www.zerohedge.com/news/presenting-latest-hedge-fund-hotel-these-are-most-beloved-stocks-hedge-funds-september-30

Friday, November 25, 2011

Laporan & Rumor Saham Indonesia 25-11 (Refresh)

2nd SESSION JCI on 25.11.11
3637.12 (-58.84 pts) (-1.59 %) (H:3696.12 ; L:3628.75 )
Value: 3.262. T (NG 1.045 T )   
Volume: 2.811 B (NG 783 M  )
Foreign Nett Buy: 530 B       
Incl. Crossing:
SMMA @ 3000 ~ 415 B (F vs D )
PLIN.    @ 1200 ~ 204 B (F vs D )
TKIM.  @ 2350 ~ 150 B (F vs D )
BBCA. @ 7686 ~ 99 B.  (F vs F )
USD/IDR: 9100

JCI for next Monday:
Support:      3617 ; 3580
Resistance:    3659 ; 3696

6 MARKET DRIVEN BY SECTOR
FINANCE (-1.94%).  (1.267 T)
MANUFACTUR (-1.14%) (579.406 B )
MINING.  (-2.60%) (567.911 B )
TRADE.  (-1.16%).  (443.008 B )
INFRASTRUC (-1.53%) (281.657 B )
CONSUMER.  (+0.26%)(130.986 B )

4 NETT BUY STOCKs BY FOREIGN
BBRI.    @ 6616.  (55.82 B )
BBNI.    @ 3643 (15.93 B )
UNVR.  @ 17522 (3.49 B )
TMPI.  @ 141.    (523.52 M )

6 NETT SELL STOCKs BY FOREIGNers
ITMG.    @ 39411 (80.05 B )
BMRI.    @ 6503 (52.23 B )
TLKM.  @ 7365 (46.77 B )
UNTR.  @ 23996 (43.21 B )
CPIN.      @ 2341 (32.34 B )
BBCA.  @ 7508 (31.11 B )

8 MOST ACTIVE STOCKs BY VALUE
BMRI.    @ 6450.  (-3.73%)
BBRI.      @ 6550.  (-1.50%)
ITMG.    @ 38700 (-6.52%)
BUMI.    @ 2000.  (-3.61%)
UNTR.  @ 23850 (-3.44%)
ASII.      @ 68100. (-1.87%)
BBCA.  @ 7450.  (-2.61%)
ADRO.  @ 1870.    (-2.09%)

8 MOST ACTIVE STOCKs BY VOLUME
BIPI-W @ 32.  (478.175 M)
BIPI.      @ 176. (402.153 M)
ENRG.  @ 147 (242.748 M)
TMPI.    @ 143 (125.235 M)
TRAM. @ 790 (83.546 M)
VIVA-W @ 220 (70.087 M)
PNLF.  @ 99.    (63.127 M)
ASRI.  @ 420 (62.053 M)
 
Bloomberg: Indonesia’s Coal Producers Fall on Concern Demand Will Weaken

Asia Stocks Fall for Third Day After Merkel Rules Out Euro Bonds

*RUBBER FUTURES DECLINE AS MUCH AS 0.6%, ERASING EARLIER GAINS

*DEUTSCHE BANK TO SELL 42B RUPIAH OF 3YR DISCOUNT URIDASHI BONDS

*INDONESIA DISCUSSING POSSIBILITY OF RAISING RICE IMPORT QUOTA

Bank Tabungan Negara Forecasts 2011, 2012 Loan Growth of 25%

Asing Menepi, IHSG Sesi I Anjlok 1,66%
http://pasarmodal.inilah.com/read/detail/1800552/asing-menepi-ihsg-sesi-i-anjlok-166

Tekanan Jual Semakin Tinggi, IHSG Anjlok 64 Poin 
http://finance.detik.com/read/2011/11/25/113858/1775471/6/tekanan-jual-semakin-tinggi-ihsg-anjlok-64-poin

Kekhawatiran Lanjut, Saham Eropa Bakal Melorot
http://pasarmodal.inilah.com/read/detail/1800575/kekhawatiran-lanjut-saham-eropa-bakal-melorot

MDLN: Akuisisi PIS dan NAIE Menguntungkan
http://pasarmodal.inilah.com/read/detail/1800553/mdln-akuisisi-pis-dan-naie-menguntungkan

Eratex Alihkan Utang US$27,88 Jt dari HSBC ke GIL
http://pasarmodal.inilah.com/read/detail/1800608/eratex-alihkan-utang-us2788-jt-dari-hsbc-ke-gil

Cardig Aero Services Raup Rp125,21 Miliar dari IPO
http://pasarmodal.inilah.com/read/detail/1800614/cardig-aero-services-raup-rp12521-miliar-dari-ipo

Harga Naik Tajam, BEI Awasi BIPI dan BIPI-W
http://pasarmodal.inilah.com/read/detail/1800560/harga-naik-tajam-bei-awasi-bipi-dan-bipi-w

Elnusa Jual Cucu Usaha ke Salamander Energy
http://finance.detik.com/read/2011/11/25/105030/1775406/6/elnusa-jual-cucu-usaha-ke-salamander-energy

Bunga KPR BTN Turun Jadi 8,25%
http://finance.detik.com/read/2011/11/25/141128/1775597/1016/bunga-kpr-btn-turun-jadi-825

PJAA datangkan delapan tokoh kartun di 2012
http://investasi.kontan.co.id/v2/read/1322198158/83643/PJAA-datangkan-delapan-tokoh-kartun-di-2012-

Harga CPO melunak seiring pelemahan mata uang
http://investasi.kontan.co.id/v2/read/1322197562/83640/Harga-CPO-melunak-seiring-pelemahan-mata-uang-

CDS menembus 300, investor cenderung beralih ke safe haven
http://investasi.kontan.co.id/v2/read/1322194581/83631/CDS-menembus-300-investor-cenderung-beralih-ke-safe-haven-

Outlook kinerja menurun, saham RALS jatuh ke level terendah dalam dua tahun
http://investasi.kontan.co.id/v2/read/1322193914/83629/Outlook-kinerja-menurun-saham-RALS-jatuh-ke-level-terendah-dalam-dua-tahun-

Saham AALI dan UNSP merosot mengikuti harga CPO dunia
http://investasi.kontan.co.id/v2/read/1322193127/83628/Saham-AALI-dan-UNSP-merosot-mengikuti-harga-CPO-dunia-



Agenda 25 November Akhir Fit and proper test calon Deputi Gubernur BI, CENTRAL OMEGA RESOURCES RIGHT ISSUE, RASIO 1:9 (1000) CUM, PERDANA GAPURAPRIMA RUPSLB, ALAM SUTERA REALTY RUPSLB, Italian Auction: CTZ Auction, Black Friday, NYSE early close, Fed balance sheet, money supply, USDA food prices outlook, China's Shenzhen Municipality To Sell CNY2.2 Bln Bonds

Bloomberg: Palm Oil Falls as Much as 0.9% to 3,081 Ringgit a Metric Ton

Bloomberg: Anhui Conch Indonesia Plant Approved by NDRC, Xinhua Says

Indonesian Rupiah, Bonds Set for Weekly Decline on Europe’s Woes

Indonesia’s Rupiah Drops 1.5% to 9,170 Per Dollar

Indonesia May Sell Retail Islamic Bonds in March, Kontan Reports

*RUBBER FUTURES ADVANCE 0.3% TO 263.8 YEN/KG IN TOKYO

Inilah Saham Pilihan Jumat (25/11)
http://pasarmodal.inilah.com/read/detail/1800385/inilah-saham-pilihan-jumat-2511

Dibayangi Sentimen Negatif, IHSG Menipis 13 Poin 
http://finance.detik.com/read/2011/11/25/093626/1775317/6/dibayangi-sentimen-negatif-ihsg-menipis-13-poin

Rekomendasi Saham
IHSG Fluktuatif Ikuti Regional
http://finance.detik.com/read/2011/11/25/080259/1775274/6/ihsg-fluktuatif-ikuti-regional

Investor Hati-hati, IHSG Dibuka Turun 0,34%
http://pasarmodal.inilah.com/read/detail/1800494/investor-hati-hati-ihsg-dibuka-turun-034

Inilah Saham Rebound Hari Ini
http://pasarmodal.inilah.com/read/detail/1800488/inilah-saham-rebound-hari-ini

Cermati! ARTI Berpeluang Menuju Rp600
http://pasarmodal.inilah.com/read/detail/1800481/cermati-arti-berpeluang-menuju-rp600

Sikap Jerman Kacaukan Saham Asia
http://pasarmodal.inilah.com/read/detail/1800484/sikap-jerman-kacaukan-saham-asia

MASA Bidik Penjualan Naik 50% di 2012
http://pasarmodal.inilah.com/read/detail/1800396/masa-bidik-penjualan-naik-50-di-2012

CKRA Akan Ubah Usaha ke Pertambangan
http://pasarmodal.inilah.com/read/detail/1800497/ckra-akan-ubah-usaha-ke-pertambangan

Tembus 3.750, IHSG Kembali ke Atas 3.800
http://pasarmodal.inilah.com/read/detail/1800390/tembus-3750-ihsg-kembali-ke-atas-3800

ELSA Jual 100% Saham Elnusa Chariot
http://pasarmodal.inilah.com/read/detail/1800379/elsa-jual-100-saham-elnusa-chariot

Medco Manfaatkan Gas Metana Jadi Listrik
http://pasarmodal.inilah.com/read/detail/1800365/medco-manfaatkan-gas-metana-jadi-listrik

TBLA siap masuk bisnis gula
http://investasi.kontan.co.id/v2/read/1322182019/83605/TBLA-siap-masuk-bisnis-gula-

2012, AISA akan genjot pendapatannya lampaui Rp 2 triliun
http://investasi.kontan.co.id/v2/read/1322143932/83594/2012-AISA-akan-genjot-pendapatannya-lampaui-Rp-2-triliun-

PBRX incar kenaikan 30% di 2012
http://investasi.kontan.co.id/v2/read/1322140282/83591/PBRX-incar-kenaikan-30-di-2012-


FROM THE PRESS by CC
*Tiga Pilar eyes for 78% and 33% revenue growth in 2011 and 2012

Tiga Pilar Sejahtera Food (AISA) aims to book Rp2tn in 2012 revenues, which represents a 33%yoy increase from its 2011 revenue target of Rp1.5tn (+78%yoy). As of 9M11, AISA has booked Rp1.1tn in revenues. The company mentioned that rice and food business will be the main drivers for growth in 2012. AISA has also budgeted around Rp360bn of capex for these two divisions, which will be financed through its rights issue that will take place next month. Furthermore, AISA also revealed that its new Taro snack brand, which was recently acquired from Unilever Indonesia (UNVR) for Rp200bn, will be able to contribute around Rp300bn in 2012 revenues. (Investor Daily)

*Ciputra Property shareholders approved buy-back 10% shares

Based on news from the company, Ciputra Property (CTRP) shareholders approved its buy-back plan of maximum 10% shares or 615mn shares which will be conducted within 1 year until Nov 20, 2012. Total allocated fund is estimated to be Rp204.68bn which will be generated from internal cash. (Bisnis Indonesia)

*Tunas Baru Lampung (TBLA IJ) is entering sugar business

TBLA, an oil palm company, is entering to sugar business. TBLA will build refined sugar mill with a capacity of 600 ton per hour and expect to commence the sugar mill from the beginning of 2013.  The mill will be located in Way Lunik, Lampung.  Capital expenditure for the sugar mill is around Rp500bn, which 65% of it will be financed from bank loan and the rest from internal cashflow. The mill will be processed imported raw sugar from Brazil and Thailand to become refined sugar.  TBLA plans to have integrated sugar business by2015 by planting cane plantation to supply raw material to its sugar mill. (Kontan)
********

Just Foward ..
Goldman Sachs ("GS") merilis 'update' riset terbarunya tentang PT Bumi Resources, Tbk. kemarin utk konsumsi investor institusinya di dunia. Menindaklanjuti rilis lapkeu terbaru kuartal 3-2011 oleh BUMI, berikut adalah penilaian GS.
InformasiBUMI mlaporkan krugian US$46 jt utk kuartal 3-2011 saja. Adapun utk kseluruhan 9 bln pertama 2011, laba bersih yg diklaim oleh BUMI hanya mencapai 51% dr proyeksi se-thn penuh GS di 2011,dan hanya 50% dr konsensus Bloomberg.
BUMI membukukan US$234jt laba 'one-off' atau 'non-recurring' slama smester 1-2011 yg mayoritas berasal dr perolehan forex dan derivatif,kemudian US$99 jt dr laba tsb hilang tak berbekas ditelan kerugian sepanjang kuartal 3-2011. Bahkan menurut GS jk kondisi membaik di luar dugaan berpihak kpd BUMI, GS tetap memproyeksikan laba bersih pokok US$174jt selama 9 bln pertama 2011 hanya 39% dr proyeksi GS di 2011.
AnalisisHasil dr operasi usaha berjalan di bwh ekspektasi. EBIT turun 11% QoQ diakibatkan sbagian bsr oleh kenaikan biaya produksi&trn-nya vol produksi YTD. Bumi telah menjual 46,4 MT slama 9 bln pertama 2011, hanya 70% dr proyeksi GS 66 MT.
GS mencatat bhw BUMI telah mengkapitalisasi lbh lanjut US$25jt biaya kas produks ke 'deferred stripping costs' pd kuartal 3-2011 dg asumsi kepemilikan 100% di tambang KPC/Arutmiin.Total akumulasi 'deferred stripping costs' pd neraca saat ini membengkak jadi US$699jt,yg berdsrkan basis 100% sama dg 52% dr dana pemegang saham. GS mencatat bhw BUMI telah menghapusbukukan US$275 jt 'deferred stripping costs' selama FY09.
Berdsrkan analisis GS, arus kas dari operasi yg tlh disesuaikan pasca-'deferred stripping costs' slama 9bln pertama 2011 sbesar US$0,2 jt vs. EBITDA US$907 jt.ImplikasiGS memperkirakan reaksi pasar negatif terhadap hsl rilis lapkeu kuartal 3-2011 BUMI.
GS sekali lg mempertahankan rekomendasi JUAL dan msk ke dlm CL-Conviction List yg menandakan level keyakinan tertinggi dlm suatu rekomendasi. GS menetapkan target hrg BUMI Rp1.500

Trades of the Day...
Fundamentally: 
CIMB mempertahankan rating Bank Negara Indonesia (BBNI) pada OUTPERFORM dengan target harga Rp5200 dengan metode GGM, CoE: 16.2%, g:12.1%. Harga saham BBNI masih lagging dibangingkan peers 10-33% ytd. BBNI akan menjadi BMRI berikutnya dengan cerita turnaround yang sama. Setahun setelah rights issue dan BOD baru, 2012 akan menjadi tahun pertumbuhan pesat bagi BBNI. PBV saat ini masih dibawah 2x dengan PEG 0.4x
CIMB mempertahankan rating Bank Rakyat Indonesia (BBRI) pada UNDERPERFORM dengan target harga Rp7300 dengan metode GGM, CoE: 16.5%. Capital ratio sepertinya sudah mulai tipis setelah sejumlah akuisisi. Subdebt juga tidak bisa terlalu diandalkan lagi karena adopsi dari aturan baru Basel 3. BBRI selama ini mengandalkan NIM yang tinggi, yang tidak akan efektif tahun depan karena outlook yang lemah. Valuasi saat ini juga telah premium dibandingkan BMRI & BBNI, dan juga telah outperform selama ini
CIMB mempertahankan rating Bank Mandiri (BMRI) pada OUTPERFORM dengan target harga Rp9400 dengan metode GGM, CoE: 16.2%. Sebagai bank terbesar nasional, BMRI memiliki earning growth yang solid, dan lebih murah dibandingkan BBCA. BMRI juga memiliki capital yang cukup sehingga loan growth kami prediksi akan lebih cepat dibandingkan peers pada 2012. Kredit mikro dan auto bisa tumbuh 25-40% yoy, SME dan konsumsi 25-30%, corporate 15%. Kerjasama ATM dengan BBCA menurut kami lebih menguntungkan BMRI
CIMB mempertahankan rating Bank Danamon (BDMN) pada UNDERPERFORM dengan target harga Rp4600 dengan metode GGM, CoE: 16.2%. Terlalu banyak resiko untuk BDMN pada 2012, antara lain likuiditas US$, perlambatan kredit, penurunan NIM. Forex LDR BDMN saat ini sudah diatas 100% dan BDMN pernah mengalami forex failure pada 2008. Meskipun harga sahamnya lagging jauh dibandingkan peers, sepertinya sulit untuk mengejar ketinggalannya. Pertumbuhan kredit 2012 diprediksi 18-20% atau turun dari 25-26%, NIM juga akan turun ke 8% dari 10%. Satu-satunya yang

8:43 AM 11/25 JAKARTA: PT Selamat Sempurna Tbk, emiten onderdil otomotif milik Grup ADR, menjalin kerja sama dengan perusahaan asal Jepang yang bernama Tokyo Roki Co Ltd. Hal itu disampaikan perseroan kepada Bursa Efek Indonesia dan dipublikasikan di situs otoritas bursa semalam. Kerja sama tersebut mencakup master supplier agreement (MSA), technical assistance agreement (TAA), dan consigment production agreement (CPA). "Pada 22 November telah dilangsungkan penandatanganan MSA, TAA, dan CPA antara perseroan dan Tokyo Roki," ujar Direktur & Sekretaris Perusahaan Selamat Sempurna Ang Andri Pribadi dalam keterbukaan itu. Penandatanganan perjanjian dilakukan Direktur Utama Selamat Sempurna Eddy Hartono dan Direktur Utama Tokyo Roki Mitsumasa Ohno.

Dow. 11257.55. Closed. Closed Nasdaq. 2460.08. Closed. Closed S&P 500.1161.79. Closed Closed FTSE. 5127.27. -12.21. -0.24% Dax. 5428.11. -29.26. -0.54% CAC40. 2822.25. -0.18. -0.01% Oil. 97.03. +0.86. +0.89% Gold. 1698.800+2.900. +0.17% IDR. 8985(source: yahoo finance) Euro. 1.3346 TLKM. 32.48.Closed Closed Rp7344 ISAT. 28.43.Closed Closed Rp5143 BumiPLC.888.500.+37.000.+4.345% EIDO. 27.360. Closed. Closed Timah. 20250. -50. -0.25%. Nickel. 16975. -53. -0.76% CPOFeb3108RM-53RM-1.68%$977 Corn. 595.500 Closed. Closed SoybeanOil. 49.580. Closed. Closed Wheat. 594.250. Closed. Closed Coal 18Nov 113.69vs.115.40(11 Nov)

Thursday, November 24, 2011

New Year, Same Issues: Hot Markets For 2012

It’s been a rough year for markets. Between the unrest and disruptions associated with the Arab Spring to the ongoing sovereign debt crises in Europe, a new — or in the case of the Eurozone, the same on-again/off-again event — crisis has rocked the markets every time volatility began to subside.

With the new year around the corner, we asked analysts to look ahead to 2012 for their opinions of which markets have the potential to outperform next year. As it turned out, looking ahead necessitates a look back at recent events because most analysts feel that many of this year’s problems will not be resolved anytime soon.

READ MORE: http://www.futuresmag.com/Issues/2011/December-2011/Pages/New-year-same-issues.aspx

CTA Next Outlook 2011 To Be Release on January 2012, Only For Alumni CTA 1 - 6 & Limited VIP's.

@IHSG vs DJI: Risk Increasing, Pointing Lower Ahead of "Scenario" in 28/11

CTA Have Warned U Before About This "Bad Scenario, Since 9 Nov" 


IHSG: Triangle Support is in Danger, should we worried about killer wave 3 or maybe still in wave B (As long closed above triangle support line at 3.670)
DJIA: Solar Sell Signal + Ahead of New Moon + Bearish Gartley = Down!
USDIDR:

VIX Index:
EURUSD: Downside Pressure Intensified, Sell on Rally!!!
GBPUSD: No Sign of Bullish Reversal, So Sell on Rally!!!
HSI:

Laporan & Rumor Saham Indonesia 24-11 (Refresh)

2nd session JCI on 24.11.11
3696.03(+9.02pts)(+0.24%)
(H: 3696.89 ; L: 3659.43 )
Value:    2.84T (NG 661 B )
Volume:  3.08 B (NG 999 M )
Foreign Nett Sell: 201 B
Incl.Crossing:
BTEL @ 265 ~ IDR 145 B.  ( F vs F )
BBRI.  @ 6600 ~ IDR 155 B. ( F vs F )
PGAS@ 2900 ~ IDR 134 B ( F vs F )
USD/IDR : 8980.  (On Shore)
                    9147.5 (Off Shore)
JCI for tomorrow:
Support:      3659; 3624      
Resistance: 3736; 3758

6 MARKET DRIVEN BY SECTOR
FINANCE.        (+0.06%)(869.038 B )
MANUFACTUR (+0.73%)(553.829 B )
INFRASTRUC(-0.21%)(534.742 B )
MINING.            (+0.47%)(437.891 B )
CONSUMER.  (-0.09%)(172.701 B )
PROPERTY.  (+0.13%)(146.141 B )

6 NETT BUY STOCKs BY FOREIGNers
ASII.      @68929 (86.63 B )
BBRI.      @6646.  (30.75 B )
PGAS    @2911.    (23.33 B )
ICBP.      @4952.  (15.48 B )
GJTL.    @2834.  (7.17 B )
LSIP.      @2329.  (6.68 B )

6 NETT SELL STOCKs BY FOREIGNers
BMRI.    @6591.    (133.65 B )
BBCA.    @7689.  (32.38 B )
UNTR.    @24468 (29.72 B )
INDF.      @4723.  (24.83 B )
INTP.      @14859. (15.82 B )
UNVR.    @17359.  (15.12 B )

8 MOST ACTIVE STOCKs BY VALUE
BMRI.      @6700.  (+0.75%)
ASII.        @69400(+2.05%)
BBRI.      @6650.  (0.00%)
BBNI.      @3700.  (+1.37%)
TRAM.  @800.    (+1.26%)
BUMI.      @2075.  (+2.46%)
UNTR.    @24700 (+0.40%)
ADRO.    @1910.    (0.00%)

8 MOST ACTIVE STOCKs BY VOLUME
BIPI.        @169.    (317.584 M )
BIPI-W. @28.      (251.899 M )
ENRG.    @153.    (195.864 M )
PNLF.    @102.    (140.584 M )
TMPI.    @137.    (113.549 M )
TRAM.  @800.  (109.512 M )
VIVA-W@220.  (93.158 M )
IGAR.    @500.  (76.423 M )

Intervensi total BI $380 mio (sp 330 mio + OR 50)

Akhirnya IHSG Bisa Menguat 0,2%
http://pasarmodal.inilah.com/read/detail/1800260/akhirnya-ihsg-bisa-menguat-02

Sudah Sangat Oversold, IHSG Rebound Tipis
http://finance.detik.com/read/2011/11/24/160811/1774956/6/sudah-sangat-oversold-ihsg-rebound-tipis

IHSG Hijau, Bukan Sinyal Positif
http://pasarmodal.inilah.com/read/detail/1800266/ihsg-hijau-bukan-sinyal-positif

Bursa Eropa Alami 'Rebound'
http://pasarmodal.inilah.com/read/detail/1800246/bursa-eropa-alami-rebound

Rupiah Diprediksi Terus Bergejolak Dalam 2 Bulan 
http://finance.detik.com/read/2011/11/24/164533/1775002/6/rupiah-diprediksi-terus-bergejolak-dalam-2-bulan

Multistrada Incar Pertumbuhan Penjualan Ban 50% di 2012 
http://finance.detik.com/read/2011/11/24/172055/1775035/6/multistrada-incar-pertumbuhan-penjualan-ban-50-di-2012

AISA Prediksi Pendapatan Rp2 T Lebih di 2012
http://pasarmodal.inilah.com/read/detail/1800267/aisa-prediksi-pendapatan-rp2-t-lebih-di-2012

AISA Siap Rights Issue Senilai Rp702,2 M
http://pasarmodal.inilah.com/read/detail/1800295/aisa-siap-rights-issue-senilai-rp7022-m

IPO, ABM Investama Tetapkan Harga Rp3.750/Saham
http://pasarmodal.inilah.com/read/detail/1800273/ipo-abm-investama-tetapkan-harga-rp3750saham

Rupiah 'Technical Rebound' 125 Poin
http://pasarmodal.inilah.com/read/detail/1800284/rupiah-technical-rebound-125-poin

PBRX Proyeksikan Penjualan Capai US$250 Juta
http://pasarmodal.inilah.com/read/detail/1800306/pbrx-proyeksikan-penjualan-capai-us250-juta

Mandiri Targetkan Pertumbuhan Kartu Kredit 20-25%
http://pasarmodal.inilah.com/read/detail/1800261/mandiri-targetkan-pertumbuhan-kartu-kredit-20-25

5 Alasan Ekonomi AS Bersyukur di Hari Thanksgiving
http://pasarmodal.inilah.com/read/detail/1800239/5-alasan-ekonomi-as-bersyukur-di-hari-thanksgiving

Tolak Penghematan, Pekerja Portugal Mogok Massal
http://pasarmodal.inilah.com/read/detail/1800257/tolak-penghematan-pekerja-portugal-mogok-massal

WIKA Raup Kontrak Baru Rp 2,5 Triliun
http://finance.detik.com/read/2011/11/24/133129/1774743/6/wika-raup-kontrak-baru-rp-25-triliun

TPIA dapat fasilitas pinjaman US$ 150 juta
http://investasi.kontan.co.id/v2/read/1322117200/83548/TPIA-dapat-fasilitas-pinjaman-US-150-juta-

Asing Net Sell, IHSG Sesi I Ditutup Turun 0,37%
http://pasarmodal.inilah.com/read/detail/1800156/asing-net-sell-ihsg-sesi-i-ditutup-turun-037

Investor Wait and See, IHSG Menipis 16 Poin 
http://finance.detik.com/read/2011/11/24/120606/1774653/6/investor-wait-and-see-ihsg-menipis-16-poin

Menu Sesi Dua: Saham Tambang, Bank & Infrastruktur
http://pasarmodal.inilah.com/read/detail/1800151/menu-sesi-dua-saham-tambang-bank-infrastruktur

Dolar Perkasa Hingga Rp 9.200 
http://finance.detik.com/read/2011/11/24/110459/1774570/6/dolar-perkasa-hingga-rp-9200

TBLA Anggarkan Capex Rp1 Triliun di 2012
http://pasarmodal.inilah.com/read/detail/1800140/tbla-anggarkan-capex-rp1-triliun-di-2012

Moody's Ingatkan Rating Kredit AS Dalam 'Bahaya'
http://pasarmodal.inilah.com/read/detail/1800131/moodys-ingatkan-rating-kredit-as-dalam-bahaya

Topang Harga, TINS Diminta Hentikan Ekspor'http://pasarmodal.inilah.com/read/detail/1800110/topang-harga-tins-diminta-hentikan-ekspor

Ini Dia 40 Orang Terkaya Indonesia
http://finance.detik.com/read/2011/11/24/110918/1774573/4/ini-dia-40-orang-terkaya-indonesia

Dapat Utang Rp 1,35 Triliun, Chandra Asri Siap Ekspansi 
http://finance.detik.com/read/2011/11/24/123249/1774697/6/dapat-utang-rp-135-triliun-chandra-asri-siap-ekspansi

Garap proyek US$ 500 juta, saham DKFT sempat melaju 5%
http://investasi.kontan.co.id/v2/read/1322107433/83532/Garap-proyek-US-500-juta-saham-DKFT-sempat-melaju-5-

PTPP pertimbangkan spin off anak usaha di pertengahan 2012
http://investasi.kontan.co.id/v2/read/1322105453/83523/PTPP-pertimbangkan-spin-off-anak-usaha-di-pertengahan-2012-


Agenda 24 November SCHERING PLOUGH INDONESIA RUPSLB, Rupslb SHID,T IGA PILAR SEJAHTERA FOOD RUPSLB, Thanksgiving Day: All US markets closed 

Bloomberg: Asia Stocks Erase Losses as Australian, Chinese Banks Advance

Bloomberg: Rupiah Touches 17-Month Low as Europe Debt Crisis Spurs Outflows

Bloomberg: Palm Oil Falls as Much as 1.9% to 3,100 Ringgit a Metric Ton

Bloomberg: Indonesia Tin Association to Ask Timah to Stop Shipments

Bloomberg: Euro Fallout Manageable for Most Asian Corporates, Fitch Says

Bloomberg: Ciputra Property Plans to Buy Back 10% of Shares, Kontan Reports

Bloomberg: Jasa Marga Expects 2012 Revenue to Increase 12%, Bisnis Reports

Krisis Eropa Masih Seret IHSG Dibuka Turun 0,7%
http://pasarmodal.inilah.com/read/detail/1800088/krisis-eropa-masih-seret-ihsg-dibuka-turun-07

Rekomendasi Saham
IHSG Masih dalam Tekanan Global 
http://finance.detik.com/read/2011/11/24/074342/1774350/6/ihsg-masih-dalam-tekanan-global

Inilah Saham Pilihan Kamis (24/11)
http://pasarmodal.inilah.com/read/detail/1799965/inilah-saham-pilihan-kamis-2411

IHSG Punya Alasan Meneruskan Pelemahannya
http://pasarmodal.inilah.com/read/detail/1799962/ihsg-punya-alasan-meneruskan-pelemahannya

Mandiri Optimis LDR Naik 3% di 2012
http://pasarmodal.inilah.com/read/detail/1799944/mandiri-optimis-ldr-naik-3-di-2012

Akumulasi! MYOH Bakal Terkerek ke Level Rp800
http://pasarmodal.inilah.com/read/detail/1800062/akumulasi-myoh-bakal-terkerek-ke-level-rp800

Krisis Utang Eropa Menyebar, Saham Asia Loyo
http://pasarmodal.inilah.com/read/detail/1800068/krisis-utang-eropa-menyebar-saham-asia-loyo

Berencana melakukan buyback, saham CTRP tergerus 2%
http://investasi.kontan.co.id/v2/read/1322102450/83516/Berencana-melakukan-buyback-saham-CTRP-tergerus-2-

Renminbi China Bakal Geser Posisi Dolar AS?
http://pasarmodal.inilah.com/read/detail/1800077/renminbi-china-bakal-geser-posisi-dolar-as

Beberapa Saham Komoditas Akan Tertekan Hari Ini
http://pasarmodal.inilah.com/read/detail/1800083/beberapa-saham-komoditas-akan-tertekan-hari-ini

Masih Ada Gain di Balik Saham Asap
http://pasarmodal.inilah.com/read/detail/1799958/masih-ada-gain-di-balik-saham-asap

Inilah Siklus Astrologi Penting bagi IHSG
http://pasarmodal.inilah.com/read/detail/1799540/inilah-siklus-astrologi-penting-bagi-ihsg

IHSG Sideways, Buru ASII, BBCA dan BBRI
http://pasarmodal.inilah.com/read/detail/1799061/ihsg-sideways-buru-asii-bbca-dan-bbri

Krisis Eropa Memburuk, Kilau Harga Emas Meredup 
http://finance.detik.com/read/2011/11/24/074801/1774352/4/krisis-eropa-memburuk-kilau-harga-emas-meredup

Harga kontrak minyak tertekan setelah lelang obligasi Jerman tak capai target
http://investasi.kontan.co.id/v2/read/1322098564/83504/Harga-kontrak-minyak-tertekan-setelah-lelang-obligasi-Jerman-tak-capai-target-

Kondisi Eropa memburuk, dollar diburu sebagai safe haven
http://investasi.kontan.co.id/v2/read/1322099003/83505/Kondisi-Eropa-memburuk-dollar-diburu-sebagai-safe-haven-

Nilai penjualan 7.000 menara EXCL diprediksi mencapai Rp 16,8 triliun
http://investasi.kontan.co.id/v2/read/1322094638/83500/Nilai-penjualan-7.000-menara-EXCL-diprediksi-mencapai-Rp-168-triliun-

Wanita Kelola Investasi Sendiri, Kenapa Tidak? Ini Tipsnya 
http://finance.detik.com/read/2011/11/24/081709/1774370/479/wanita-kelola-investasi-sendiri-kenapa-tidak-ini-tipsnya


Jakarta - PT Bhakti Capital Indonesia Tbk (BCAP) akan membagikan Dividen tunai sebesar Rp2 per saham. Demikian mengutip keterbukaan informasi yang diterbitkan BEI, kemarin. Perseroan akan membayar dividen tersebut pada tanggal 29 Desember 2011. Adapun Cum dan Ex Dividen di Pasar Reguler/Negosiasi akan dilakukan pada tanggal 12 dan 13 Desember 2011. Sementara, Cum dan Ex Dividen di Pasar Tunai akan dilakukan pada tanggal 15 dan 16 Desember 2011. [hid]
7:34 AM 11/24 Jakarta - PT Sorini Agro Asia Corporindo Tbk (SOBI) akan melakukan diversifikasi produk untuk meningkatkan kinerja perseroan. Presiden Direktur PT Sorini Agro Asia Corporindo Tbk, Kanwarlal Chopra menuturkan, salah satu strategi untuk meningkatkan kinerja dengan pengenalan produk baru ke pasar dan difersifikasi produk. Perseroan juga akan meningkatkan potensi pertumbuhan yang besar dari pasar domestik dengan menerapkan strategi import substitution. Berdasarkan data perseroan periode Januari-Mei 2011, kontribusi penjualan produk sweeteners untuk domestik sebesar 45%, produk starch untuk domestik sebesar 5%, dan sisanya ekspor. Kanwarlal menambahkan, kapasitas produksi perseroan mencapai 300 ribu ton per tahun. Utilisasi produk perseroan sebesar 90%.

Berita" dr Bisnis Indonesia:::
http://m.bisnis.com/articles/elnusa-akhirnya-lepas-bengkanai http://m.bisnis.com/articles/siapa-forestdale-si-agen-batu-bara-bumi http://m.bisnis.com/articles/bank-mandiri-masih-berniat-akuisisi-bank http://m.bisnis.com/articles/central-omega-resource -ekspansi-ke-pengolahan-nikel http://m.bisnis.com/articles/global-mediacom-perbesar-kepemilikan-di-mnc http://m.bisnis.com/articles/ciputra-property-berharap-buyback-selesai-bulan-depan http://m.bisnis.com/articles/japfa-comfeed-serahkan-dokumen-obligasi-ke-bapepam-lk http://m.bisnis.com/articles/krakatau-daihatsu-and-ptpn-iii-raih-indonesia-quality-award

7:32 AM 11/24 Dow. 11257.55. -236.17.-2.05% Nasdaq. 2460.08. -61.20. -2.43% S&P 500.1161.79. -26.25. -2.21% FTSE. 5139.78. -67.04. -1.29% Dax. 5457.77. -79.62. -1.44% CAC40. 2822.43. -48.25. -1.62% Oil. 95.86. -2.15. -2.19% Gold. 1695.900-6.500. -0.38% IDR. 9045(source: yahoo finance) Euro. 1.3336 TLKM. 32.48.+0.03+0.09% Rp7344 ISAT. 28.43. -0.77 -2.64%. Rp5143 BumiPLC.851.500.-23.500. -2.69% EIDO. 27.360 -0.850. -3.01% Timah. 20300. -375. -1.81%. Nickel. 17105. -435. -2.48% CPOFeb3161RM-14RM-0.44%$994 Corn. 595.500 -10.250-1.69% SoybeanOil. 49.580. -1.450. -2.84% Wheat. 594.250. -8.750. -1.45% Coal 18Nov 113.69vs.115.40(11 Nov) 

Wednesday, November 23, 2011

Confirmation Workshop CTA Level Intermediate: 26-27 Nov 2011: "The 1st Duel Maut (No Fear of Crash) Trading Systems

The Next Schedule in 2012:

No Sign of Healing...But U Are Haven't Seen Anything "BIG" Yet!!!

Three Doomsday Scenarios: What Happens If the Eurozone Breaks Up?
The time has come to confront an ugly truth: The possibility that the Eurozone will break up, or rather fall apart, is growing increasingly likely.
READ MORE: http://moneymorning.com/2011/11/22/three-doomsday-scenarios-what-happens-if-the-eurozone-breaks-up/

Perfect Storm For Europe to Declare Bankruptcy in Early 2012?
Panic is spreading says Steen Jakobsen, chief economist at Saxo Bank. Steen eyes the perfect storm including a potential "Chapter 11" call for European banks.
READ MORE: http://www.econmatters.com/2011/11/perfect-storm-for-europe-to-declare.html

Expect A Global Recession No Matters What Happens In The Euro Zone
After MF Global went bust, most people believe it was an extreme "spectacular recklessness" under Jon Corzine, and that the U.S. banks should have only "moderate" European Exposure.  However, banking stocks have been under pressure with increasing investors worries.
READ MORE: http://www.econmatters.com/2011/11/expect-global-recession-no-matters-what.html

Gerald Celente: Run, “Entire System is Collapsing”
Many have long predicted a time to run for cover would come, but the notion that the reason for selling your paper assets to move into plain ol’ cash, or better yet, physical gold and silver, would be triggered by a fear of becoming victim of fraud by the U.S. government is beyond newsworthy; it’s perverse.
Read more: http://www.beaconequity.com/gerald-celente-run-%e2%80%9centire-system-is-collapsing%e2%80%9d-2011-11-18/#ixzz1eWVGQTq5

APOCALYPSE NOW?
Even more calendars predict End in 2012
With all the hype about the ancient Mayan calendar suggesting the demise of human civilization taking place in 2012, an American author wants everyone to know that other calendars predict the same outcome, and he claims a demonic plot bringing about the end date could be hiding in plain sight inside the U.S. Capitol and your wallet right now.
Read more: http://www.wnd.com/?pageId=368437#ixzz1eWVgJuLG

China media says US sitting on debt 'bomb'
SHANGHAI (AFP) - China's state media Tuesday blasted the United States over its "ticking debt bomb" and urged American lawmakers to be more responsible after they failed to agree on deficit-cutting measures.

Commodity Futures Market News
Further Downside
Most commodities and stocks have traded lower in recent sessions and we feel there is more to come...trade accordingly. From here we see support at the 18 day MA at $96.20 with resistance at the 9 day MA at $98.50 in January.
READ MORE: http://www.commoditytrader.com/2011/11/further-downside.php

From Bad To Worse As Europe Opens
The overnight news of worries over Dexia's bailout deal and the weak Chinese PMI print did nothing to help the generally poor sentiment as the US closed on the stress test news. Equity and Treasury Futures (as cash was closed in Tokyo) were in risk off mode but stabilized with ES around 1170 (-1% from US close).
READ MORE: http://www.zerohedge.com/news/bad-worse-europe-opens

Futures Plunge As Fed Discloses New Stress Test:
Fears US Banks Will Need To Raise Tens Of Billions In New Capital. Those banks are Bank of America, Citigroup, Goldman Sachs, JPMorgan Chase, Morgan Stanley and Wells Fargo.

@IHSG vs DJI FUT: Is Corrective Killer 3 Wave's Coming? Be Ready & Be Prepared!

IHSG:
DJI FUT:
GOLD:
EURUSD:
GBPUSD:
CRUDE OIL:

HSI:

Laporan & Rumor Saham Indonesia 23-11 (Refresh)

2ND SESSION JCI on 23.11.11
@3687.00 (-48.52 pts) (-1.29 %) (H:3734.62 ; L:3665.50 )
Value:    2.41 T (NG 295 B )   
Volume: 2.55 B (NG 745 M )
Foreign Nett Sell:  346 B       
USD/IDR: 9040

JCI for tomorrow:
Support:      3650 ; 3593
Resistance: 3740 ; 3778

6 MARKET DRIVEN BY SECTOR
FINANCE ( -1364%) (644.847 B )
MANUFACTUR ( -1.05%) (557.469 B )
MINING.  ( -1.71%).  (417.833 B )
INFRASTRUC ( -0.61%) (369.592 B )
TRADE.  ( -1.00%) (263.363 B )
CONSUMER ( +0.39%) (200.468 B )

6 NETT BUY STOCKs BY FOREIGN
UNVR @ 17330 (22.47 B )
ADRO @ 1897.  (15.15 B )
LSIP.  @ 2326.  (9.78 B )
HRUM @ 7598.  (6.55 B )
INCO.  @ 3136.  (5.46 B )
INDF.    @ 4749 (2.52 B )

6 NETT SELL STOCKs BY FOREIGNers
BMRI.  @ 6610. (120.56 B )
BBCA.  @ 7674 (41.72 B )
SMGR @ 8841. (38.87 B )
BUMI.  @ 2046 (32.09 B )
AKRA @ 2993. (23.01 B )
ASII.    @ 67791 (21.46 B )

8 MOST ACTIVE STOCKs BY VALUE
BMRI.  @ 6650 (-2.20%)
ASII.    @ 6800 (-1.94%)
BUMI.  @ 2025(-4.70%)
ADRO @ 1910.  (-0.52%)
BBNI.    @ 3650 (-2.01%)
UNTR. @ 24600 (-1.60%)
TLKM @ 7550 (+1.34%)
BBRI.  @ 6650 (-0.74%)

8 MOST ACTIVE STOCKS BY VOLUME
ENRG.  @ 150.    (319.800 M)
TRAM @ 790.  (83.486 M)
BNBR.  @ 50.      (73.182 M)
PNLF.    @ 101.    (72.792 M)
BUMI.    @ 2025 (58.573 M)
VIVA-W @ 220 (56.779 M)
INAF.    @ 132.    (55.061 M)
NIKL.    @ 260.    (54.245 M)

Seiring Regional, IHSG Melemah 1,3%. Net foreign sell Rp346,1 miliar
http://pasarmodal.inilah.com/read/detail/1799833/seiring-regional-ihsg-melemah-13

Saham Grup Astra Seret IHSG Jatuh 48 poin
http://finance.detik.com/read/2011/11/23/161049/1773889/6/saham-grup-astra-seret-ihsg-jatuh-48-poin

Unilever Indonesia Gains Most in 7 Weeks on ‘Defensive’ Appeal

Chandra Asri Drops Most in Two Weeks After Rights Offer Report

Melejit 4,2%, analis rekomendasikan "Tahan" saham UNVR
http://investasi.kontan.co.id/v2/read/1322037972/83461/Melejit-42-analis-rekomendasikan-Tahan-saham-UNVR-

Mandiri Harap Setoran Dividen Hanya 20%
http://pasarmodal.inilah.com/read/detail/1799822/mandiri-harap-setoran-dividen-hanya-20

Saham NIKL Teraktif Diperdagangkan Rabu (23/11)
http://pasarmodal.inilah.com/read/detail/1799840/saham-nikl-teraktif-diperdagangkan-rabu-2311

Data China Tekan Bursa Eropa Negatif
http://pasarmodal.inilah.com/read/detail/1799809/data-china-tekan-bursa-eropa-negatif

Antam Prediksi Produksi Nikel 18 Rb Ton di 2012
http://pasarmodal.inilah.com/read/detail/1799775/antam-prediksi-produksi-nikel-18-rb-ton-di-2012

PNIN Beli Saham PNLF Senilai Rp290,8 M
http://pasarmodal.inilah.com/read/detail/1799789/pnin-beli-saham-pnlf-senilai-rp2908-m

Pertama di Eropa, Belgia-Prancis Bailout Dexia
http://pasarmodal.inilah.com/read/detail/1799754/pertama-di-eropa-belgia-prancis-bailout-dexia

Setoran Cukai Rokok Capai Rp 65 Triliun
http://finance.detik.com/read/2011/11/23/161032/1773882/4/setoran-cukai-rokok-capai-rp-65-triliun

BI 'Turun Tangan' Tahan Pelemahan Rupiah
http://finance.detik.com/read/2011/11/23/125153/1773690/6/bi-turun-tangan-tahan-pelemahan-rupiah

CTRP buy back saham pada akhir tahun
http://investasi.kontan.co.id/v2/read/1322034669/83456/CTRP-buy-back-saham-pada-akhir-tahun-

JSMR anggarkan capex Rp 6,5 triliun pada 2012
http://investasi.kontan.co.id/v2/read/1322034072/83455/JSMR-anggarkan-capex-Rp-65-triliun-pada-2012-

EXCL targekan pendapatan Rp 19 triliun
http://investasi.kontan.co.id/v2/read/1322031823/83450/EXCL-targekan-pendapatan-Rp-19-triliun-


BLOOMBERG: *SEMEN GRESIK TO BUILD 2 CEMENT PLANTS IN SUMATRA: PRESIDENT. Indonesia 2012 Cement Demand Growth May Slow, Semen Gresik Says. Semen Gresik Plans to Spend 5 Trillion Rupiah on Capex Next Year

Asing Menepi, IHSG Sesi I Ditutup Anjlok 1,37%. Net foreign sell Rp108,93 miliar.
http://pasarmodal.inilah.com/read/detail/1799718/asing-menepi-ihsg-sesi-i-ditutup-anjlok-137

Sesi I
IHSG Ambles 55 Poin
http://finance.detik.com/read/2011/11/23/120710/1773632/6/ihsg-ambles-55-poin

Dolar Makin Perkasa, Tembus Rp 9.180
http://finance.detik.com/read/2011/11/23/104008/1773509/6/dolar-makin-perkasa-tembus-rp-9180

MEDC, ENRG dan BBKP menyeret jatuh IHSG
http://investasi.kontan.co.id/v2/read/1322020129/83418/MEDC-ENRG-dan-BBKP-menyeret-jatuh-IHSG-

Inilah Saham Bluechip Pilihan Sesi Dua
http://pasarmodal.inilah.com/read/detail/1799711/inilah-saham-bluechip-pilihan-sesi-dua

Ekspansi Kredit, CIMB Niaga Jual Obligasi Rp 1,5 Triliun 
http://finance.detik.com/read/2011/11/23/110034/1773529/6/ekspansi-kredit-cimb-niaga-jual-obligasi-rp-15-triliun

EXCL prediksi kenaikan pendapatan 6%-8%
http://investasi.kontan.co.id/v2/read/1322023295/83426/EXCL-prediksi-kenaikan-pendapatan-6-8-

Cadangan AS naik, harga minyak mentah mulai melandai
http://investasi.kontan.co.id/v2/read/1322022601/83424/Cadangan-AS-naik-harga-minyak-mentah-mulai-melandai-

Anggarkan capex Rp 5 triliun, SMGR malah amblas 2%
http://investasi.kontan.co.id/v2/read/1322020528/83420/Anggarkan-capex-Rp-5-triliun-SMGR-malah-amblas-2-

Ups! PMI China November Terendah dalam 32 Tahun
http://pasarmodal.inilah.com/read/detail/1799679/ups-pmi-china-november-terendah-dalam-32-tahun


Bloomberg: Asian Stocks Drop on U.S, Chinese Data, Australian Mining Tax

Bloomberg: Bukopin Falls, Leading Banks’ Drop, as Profit Misses Estimate

Bloomberg: Rupiah Falls to 17-Month Low as European Woes Sap Sentiment

Bloomberg: China Nov. HSBC Flash Manufacturing PMI Falls to 32-Month Low. China Nov. HSBC Flash Manufacturing PMI 48 vs 51 in Oct

BLOOMBERG: *PALM OIL FALLS AS MUCH AS 0.7% TO 3,154 RINGGIT/METRIC TON

BLOOMBERG: *INDONESIA'S RUPIAH DROPS TO 17-MONTH LOW OF 9,129 PER DOLLAR

BLOOMBERG: Chandra Asri Plans to Raise $565 Million, Investor Daily Reports

Bloomberg; Golden Agri Forecasts Increased Palm-Oil Output on Expansion

Bloomberg: Bank CIMB Niaga to Offer 1.5 Trillion Rupiah of Bonds in Dec

Bank CIMB Niaga, Chandra Asri, Medco: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-11-23/bank-cimb-niaga-chandra-asri-medco-indonesia-equity-preview.html

Indonesia’s Stocks May Extend Declines on MACD Signal: Technical Analysis
http://www.bloomberg.com/news/2011-11-22/indonesia-s-stocks-may-extend-declines-on-macd-signal-technical-analysis.html

Sentimen Regional Seret IHSG Dibuka Anjlok 1,01%
http://pasarmodal.inilah.com/read/detail/1799651/sentimen-regional-seret-ihsg-dibuka-anjlok-101

Terseret Tren Negatif Bursa Asia, IHSG Jatuh 38 Poin 
http://finance.detik.com/read/2011/11/23/093606/1773447/6/terseret-tren-negatif-bursa-asia-

Rekomendasi Saham
IHSG Fluktuatif Cenderung Menguat
http://finance.detik.com/read/2011/11/23/072523/1773379/6/ihsg-fluktuatif-cenderung-menguat

Inilah Daftar Saham Pilihan Rabu (23/11)
http://pasarmodal.inilah.com/read/detail/1799499/inilah-daftar-saham-pilihan-rabu-2311

Inilah Saham Berpotensi Terkoreksi Hari Ini
http://pasarmodal.inilah.com/read/detail/1799644/inilah-saham-berpotensi-terkoreksi-hari-ini

Fed Umumkan Putaran Baru Stress Test Bank Besar
http://pasarmodal.inilah.com/read/detail/1799653/fed-umumkan-putaran-baru-stress-test-bank-besar

Black Friday, Occupy Wall Street Boikot Ritel
http://pasarmodal.inilah.com/read/detail/1799664/black-friday-occupy-wall-street-boikot-ritel

2012, Grup Lippo Targetkan Tumbuh di Atas 20%
http://pasarmodal.inilah.com/read/detail/1799667/2012-grup-lippo-targetkan-tumbuh-di-atas-20

Grup Lippo Bangun 6 Rumah Sakit di 2012
http://pasarmodal.inilah.com/read/detail/1799670/grup-lippo-bangun-6-rumah-sakit-di-2012

Jaga CAR 12%, BMRI Pilih Konservatif
http://pasarmodal.inilah.com/read/detail/1799531/jaga-car-12-bmri-pilih-konservatif

IHSG Bergerak Cepat, Antisipasi dengan Cepat!
http://pasarmodal.inilah.com/read/detail/1799547/ihsg-bergerak-cepat-antisipasi-dengan-cepat

Akhir Bulan, Permata Janji Turunkan Suku Bunga
http://pasarmodal.inilah.com/read/detail/1799488/akhir-bulan-permata-janji-turunkan-suku-bunga

Sekuritas Rekomendasi Buy Saham META
http://pasarmodal.inilah.com/read/detail/1799629/sekuritas-rekomendasi-buy-saham-meta

Ekonomi AS dan Utang Spanyol Libas Saham Asia
http://pasarmodal.inilah.com/read/detail/1799634/ekonomi-as-dan-utang-spanyol-libas-saham-asia

Tumbuh 37%, Laba Bukopin Sentuh Rp 460 Miliar 
http://finance.detik.com/read/2011/11/23/101045/1773487/5/tumbuh-37-laba-bukopin-sentuh-rp-460-miliar

Saham-saham Super Murah Seharga Gocap, Layakkah Dikoleksi? 
http://finance.detik.com/read/2011/11/23/073524/1773382/6/saham-saham-super-murah-seharga-gocap-layakkah-dikoleksi

Laba di bawah ekspektasi, BBKP langsung anjlok 3,1%
http://investasi.kontan.co.id/v2/read/1322019396/83416/Laba-di-bawah-ekspektasi-BBKP-langsung-anjlok-31-

Naik tipis, emas masih akan diburu investor
http://investasi.kontan.co.id/v2/read/1322018805/83413/Naik-tipis-emas-masih-akan-diburu-investor-

90 produk reksadana telah ditutup
http://investasi.kontan.co.id/v2/read/1322018169/83410/90-produk-reksadana-telah-ditutup-

Rupiah jatuh ke level terendah 17 bulan
http://investasi.kontan.co.id/v2/read/1322017708/83409/Rupiah-jatuh-ke-level-terendah-17-bulan-

Strategi GGRM hadapi tantangan cukai
http://investasi.kontan.co.id/v2/read/1322014411/83399/Strategi-GGRM-hadapi-tantangan-cukai-

AUTO menyiapkan capex 1,2 triliun
http://investasi.kontan.co.id/v2/read/1322014258/83398/AUTO-menyiapkan-capex-12-triliun-

Tuesday, November 22, 2011

Is It Time For A Consolidation .........Again........Ahead of Thanksgiving???

6 Reasons Stocks Are Likely to Grind Higher
Directions: In a large bowl, combine the following contents with a hugely confused investor population. Toss lightly. Just before roasting the turkey, spoon ingredients loosely into the body cavity of the turkey and do not overstuff. Truss all the openings so that no investors can escape. Use skewers if necessary.
http://www.minyanville.com/businessmarkets/articles/EV-Energy-partners-Wall-Street-icon/11/21/2011/id/38020?link=mktw

The Goldman Rule: Don't Let This Puppet Master Pull Your Strings
Goldman Sachs Group Inc. (NYSE: GS) Chief Executive Officer Lloyd Blankfein was really on a roll speaking at an investment conference in New York last week.
READ MORE: http://moneymorning.com/2011/11/21/the-goldman-rule-dont-let-this-puppet-master-pull-your-strings/

Was the October Rally Just a Melt Up?
Basically, his argument helps explain what stretched out the historic melt-up rally in equities (the Dow Transportation Average had its best month in 72 years -- that's pretty historic). His argument revolves around the announcement which came out of Europe on October 28, and why it impacted the equity markets.
READ MORE: http://moneymorning.com/2011/11/14/was-october-rally-just-a-melt-up/

S&P 500 Technicals: Is It 2008 All Over Again?

When I was looking at some long term charts, I found out that the current situation for the SP500 is very similar to the situation in 2008.
Check out the following chart below, and you will see why…
READ MORE: http://www.econmatters.com/2011/11/sp-500-technicals-is-it-2008-all-over.html

Gold and Silver Technicals: Why We Are On The Verge of Another Huge Market Crash
We might be on the verge of another huge market crash, one similar to 2008.
Check out the following chart below, and you will see why…
READ MORE: http://www.econmatters.com/2011/11/gold-and-silver-technicals-why-we-are.html

Credit Suisse Goes For Broke: Predicts End Of Euro, Bank Runs
Just because Credit Suisse bankers are people too (even if 1% people, but still people), and just because they know too damn well that “no ECB intervention” means “no bonus”, and very likely “no job”
READ MORE: http://www.activistpost.com/2011/11/credit-suisse-goes-for-broke-predicts.html

How Goldman Sachs Controls Europe

Goldman Explains What The Supercommittee Failure Means 
By now everyone knows that the Supercommittee is an official dud. But what does that really mean for the economy and the stock market? Goldman's Alec Phillips chimes in with one of the better explanations of what this means.
READ MORE: http://www.zerohedge.com/news/goldman-explains-what-supercommittee-failure-means

Margin Debt Soars By Most Since June 2007 Just In Time For November Market Rout
http://www.zerohedge.com/news/margin-debt-soars-most-june-2007-just-time-november-market-rout

@IHSG & DJIA Are Saved By Support Lines???

DJI FUT: Bullish Reversal Potential, Target Support Almost Reached?

IHSG:
S&P 500:
DAX Germany:
HSI:
EUR-USD: Weak Distribution, Oversold, Risk < Reward
GBP-USD: Weak Distribution, Oversold, Risk < Reward

Laporan & Rumor Saham Indonesia 22-11 (Refresh)

2nd SESSION JCI on 22.11.11
@ 3735.53(+55.70 pts) (+1.51 %) (H:3736.02 ; L:3671.39 )
Value:    4.591 T (NG 1.604 T )  
Volume: 3.277 B (NG 703 M )
Foreign Nett Buy: 422 B      
Incl. Crossing:
BBRI @ 6550 ~ 154 B (F vs F)
SMMA @ 3000 ~ 836 B ( F vs D)
TKIM @ 2350 ~ 150 B ( F vs D)
USD/IDR: 9035

JCI for today:
Support:      3703 ; 3668
Resistance:    3754 ; 3792

6 MARKET DRIVEN BY SECTOR
FINANCE.  (+1.88%) (1.193 T)
MANUFACTUR ( +2.05%) (931.483 B )
MINING.    (+1.49%) (754.935 B )
INFRASTRUC ( +0.23%) (428.132 B )
TRADE.    (+0.68%) (409.949 B )
CONSUMER ( +1.86%) (237.337 B )

6 NETT BUY STOCKs BY FOREIGNers
UNVR. @ 16482 (19.09 B )
PGAS. @ 2994. (10.64 B )
SMGR @ 9040. (10.02 B )
AKRA @ 3039.  (8.26 B )
VIVA.  @ 509.    (8.06 B )
BUMI.  @ 2117.    (7.84 B )

6 NETT SELL STOCKs BY FOREIGNers
ADRO. @ 1894 (158.62 B )
BMRI.  @ 6653 (89.61 B )
UNTR.  @ 24637 (83.06 B )
BBCA.  @ 7787 (71.80 B )
BBTN.  @ 1270 (37.03 B )
BBNI.    @ 3682 (35.83 B )

8 MOST ACTIVE STOCKs BY VALUE
BMRI.  @ 6800 (+3.81%)
ADRO @ 1920 (+2.12%)
BBRI.  @ 6700 (+3.07%)
ASII.    @ 69350 (+2.51%)
PGAS @ 3000 (-0.82%)
BBCA. @ 7800 (+0.64%)
BUMI.  @ 2125 (+2.41%)

8 MOST ACTIVE STOCKs BY VOLUME
VIVA.  @ 510.  (194.118 M)
ENRG.  @ 157.  (185.964 M)
VIVA-W @ 280 (184.651 M)
PNLF.  @ 102.  (171.911 M)
ADRO. @ 1920(147.529 M)
BIPI.      @ 136.  (145.449 M)
TRAM @ 800 (112.141 M)
INAF.    @ 142.  (105.372 M)


Bloomberg: Indonesia’s November Inflation May Reach 0.3%-0.4%, Sarwono Says

Bloomberg: Palm Oil Futures Gain 0.6% to 3,210 Ringgit, Reversing Loss

Bloomberg: World Bank Sees China Soft Landing, Asia Stimulus Room: Economy

Bloomberg: Indonesia’s Tin Producers to Review Export Halt, Group Says

Asing Net Buy, IHSG Menguat Tajam 1,5%. net foreign buy Rp421,9 miliar
http://pasarmodal.inilah.com/read/detail/1799408/asing-net-buy-ihsg-menguat-tajam-15

Di sesi II, indeks berlari kencang dengan lonjakan 1,5%
http://investasi.kontan.co.id/v2/read/1321952492/83358/Di-sesi-II-indeks-berlari-kencang-dengan-lonjakan-15-


Rebound 55 Poin, IHSG Paling Perkasa di Asia 
http://finance.detik.com/read/2011/11/22/161037/1773046/6/rebound-55-poin-ihsg-paling-perkasa-di-asia

ADRO, BBRI, BMRI Dongkrak Penguatan IHSG
http://pasarmodal.inilah.com/read/detail/1799420/adro-bbri-bmri-dongkrak-penguatan-ihsg

Saham Futures Indikasikan Wall Street Bakal Mixed
http://pasarmodal.inilah.com/read/detail/1799416/saham-futures-indikasikan-wall-street-bakal-mixed

Dikabarkan akan mengakuisisi tambang, saham BCIP meroket 24%
http://investasi.kontan.co.id/v2/read/1321950964/83355/Dikabarkan-akan-mengakuisisi-tambang-saham-BCIP-meroket-24-

2012, JSPT anggarkan capex Rp 2 triliun
http://investasi.kontan.co.id/v2/read/1321942760/83334/2012-JSPT-anggarkan-capex-Rp-2-triliun-


Asing Gerus IHSG Sesi I Ditutup Turun 0,02%. net foreign sell Rp216,54 miliar.
http://pasarmodal.inilah.com/read/detail/1799279/asing-gerus-ihsg-sesi-i-ditutup-turun-002

Sesi I
Sempat Menghijau, IHSG Bergerak Sideways 
http://finance.detik.com/read/2011/11/22/121042/1772768/6/sempat-menghijau-ihsg-bergerak-sideways

Menu Sesi Dua: Saham Tambag & CPO
http://pasarmodal.inilah.com/read/detail/1799275/menu-sesi-dua-saham-tambag-cpo

Bank Dunia: Asia Timur Rawan Tekanan Zona Euro
http://pasarmodal.inilah.com/read/detail/1799273/bank-dunia-asia-timur-rawan-tekanan-zona-euro

Warren Buffet: Sistem Zona Euro 'Cacat'
http://pasarmodal.inilah.com/read/detail/1799269/warren-buffet-sistem-zona-euro-cacat

Oktober 2011, Panin Kelola Dana Rp9 Triliun
http://pasarmodal.inilah.com/read/detail/1799248/oktober-2011-panin-kelola-dana-rp9-triliun

SHID Rencana Lakukan Kuasi Reorganisasi
http://pasarmodal.inilah.com/read/detail/1799241/shid-rencana-lakukan-kuasi-reorganisasi

Laba Bumi Resources 'Datar' di US$ 241 Juta 
http://finance.detik.com/read/2011/11/22/111023/1772706/6/laba-bumi-resources-datar-di-us--241-juta

Buyback 5% Saham, PTBA Siapkan Rp 2 Triliun 
http://finance.detik.com/read/2011/11/22/103522/1772650/6/buyback-5-saham-ptba-siapkan-rp-2-triliun

Saham MEDC tergerus 3,26% mengikuti pergerakan harga minyak dunia
http://investasi.kontan.co.id/v2/read/1321935122/83317/Saham-MEDC-tergerus-326-mengikuti-pergerakan-harga-minyak-dunia-

Saham ANTM menanjak ke level tertinggi dalam dua pekan terakhir
http://investasi.kontan.co.id/v2/read/1321934742/83315/Saham-ANTM-menanjak-ke-level-tertinggi-dalam-dua-pekan-terakhir-

Saham BUMI melaju setelah laba bersih kuartal III naik 17%
http://investasi.kontan.co.id/v2/read/1321934429/83313/Saham-BUMI-melaju-setelah-laba-bersih-kuartal-III-naik-17-

Asing pangkas kepemilikan aset Indonesia, rupiah pun keok
http://investasi.kontan.co.id/v2/read/1321933849/83311/Asing-pangkas-kepemilikan-aset-Indonesia-rupiah-pun-keok- 


Astra, Bumi Resources, Gudang Garam: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-11-22/astra-bumi-resources-gudang-garam-indonesia-equity-preview.html#

BLOOMBERG: *BUMI CITRA PERMAI PLANS RIGHTS OFFER TO ACQUIRE IRON ORE MINE

Bloomberg: Indonesia’s Gapki Sees Palm Oil 3,000-3,400 Ringgit Until March


Bloomberg: Bumi Gains, Leading Mining Stocks, After Posting Profit Growth

Bloomberg: Rupiah Declines as Foreign Funds Reduce Holdings on U.S., Europe

Bloomberg: Palm Oil Drops 0.6% to 3,173 Ringgit Per Metric Ton in Malaysia

Bloomberg; Bukit Asam Plans to Buy Back as Much as 2.3 Billion Shares

Bloomberg: *RUBBER FUTURES CLIMB TO 264.9 YEN A KILOGRAM IN TOKYO

Bloomberg: World Bank Says Asia Has Room for Stimulus to Limit Europe Hit

Bloomberg: Asian Shares Rebound After S&P, Moody’s Affirm U.S. Rating

Bloomberg: Siam Cement Plans Expansion in Indonesia: Bangkok Post Link

Bloomberg: *ARPENI PRATAMA OCEAN LINE FILES OFFER EXCHANGE NOTES

Bloomberg; Surya Artha Finance to Sell 1.2 Tln Rupiah of Bonds, Bisnis Says

Bloomberg: Indonesia May Raise Cigarette Excise Tax Next Year, Bisnis Says

Bloomberg: Emerging Stocks at 35% Discount Luring Goldman as Rates Decline

Terseret Regional, IHSG Dibuka Turun 0,15%
http://pasarmodal.inilah.com/read/detail/1799207/terseret-regional-ihsg-dibuka-turun-015

Marak Sentimen Negatif, IHSG-Rupiah Ambles
http://finance.detik.com/read/2011/11/22/093608/1772559/6/marak-sentimen-negatif-ihsg-rupiah-ambles

Rekomendasi Saham
Bursa Regional Rontok, IHSG Siap Mengekor 
http://finance.detik.com/read/2011/11/22/072032/1772496/6/bursa-regional-rontok-ihsg-siap-mengekor

Inilah Daftar Saham Pilihan Selasa (22/11)
http://pasarmodal.inilah.com/read/detail/1799131/inilah-daftar-saham-pilihan-selasa-2211

Inilah Saham Rebound Hari Ini
http://pasarmodal.inilah.com/read/detail/1799198/inilah-saham-rebound-hari-ini

Kondisi Utang Eropa dan AS Goyang Saham Asia
http://pasarmodal.inilah.com/read/detail/1799185/kondisi-utang-eropa-dan-as-goyang-saham-asia

Bank Khawatir, Transaksi Properti China Anjlok
http://pasarmodal.inilah.com/read/detail/1799203/bank-khawatir-transaksi-properti-china-anjlok

Moody's Ingatkan Rating Utang Prancis
http://pasarmodal.inilah.com/read/detail/1799212/moodys-ingatkan-rating-utang-prancis

Akumulasi, Saham ADMG Bakal Menuju Rp800
http://pasarmodal.inilah.com/read/detail/1799180/akumulasi-saham-admg-bakal-menuju-rp800

Produk 7 Eleven, Tertinggi Sumbang Penjualan MDRN
http://pasarmodal.inilah.com/read/detail/1799134/produk-7-eleven-tertinggi-sumbang-penjualan-mdrn

Wall Street Melemah Jelang Liburan Tanksgiving
http://pasarmodal.inilah.com/read/detail/1799172/wall-street-melemah-jelang-liburan-tanksgiving

Trader Diminta Waspadai Saham VIVA
http://pasarmodal.inilah.com/read/detail/1798850/trader-diminta-waspadai-saham-viva

Surya Artha Nusantara Finance Raih Peringkat 'A+'
http://pasarmodal.inilah.com/read/detail/1799214/surya-artha-nusantara-finance-raih-peringkat-a

Harga Emas Turun Semakin Dalam
http://finance.detik.com/read/2011/11/22/073929/1772502/4/harga-emas-turun-semakin-dalam

Baru Lulus? Ini Dia 20 Tips Mencari Kerja di Saat Krisis 
http://finance.detik.com/read/2011/11/22/084220/1772527/4/baru-lulus-ini-dia-20-tips-mencari-kerja-di-saat-krisis

Seputar 'SMS Ngutang' (Bagian 1)
http://finance.detik.com/read/2011/11/22/070124/1772488/722/seputar-sms-ngutang--bagian-1-

Dollar dan yen masih terus melanjutkan keperkasaan
http://investasi.kontan.co.id/v2/read/1321928627/83296/Dollar-dan-yen-masih-terus-melanjutkan-keperkasaan-

Obligasi baru masih tetap semarak
http://investasi.kontan.co.id/v2/read/1321926563/83293/Obligasi-baru-masih-tetap-semarak-

Prospek reksadana dolar meredup
http://investasi.kontan.co.id/v2/read/1321924649/83287/Prospek-reksadana-dolar-meredup-

MIRA tempatkan modal di Putri Kencana
http://investasi.kontan.co.id/v2/read/1321883216/83268/MIRA-tempatkan-modal-di-Putri-Kencana-

PJAA bangun 900 unit apartemen baru
http://investasi.kontan.co.id/v2/read/1321885325/83271/PJAA-bangun-900-unit-apartemen-baru-

Kalender Ekonomi & Event


Live Economic Calendar Powered by Forexpros - The Leading Financial Portal