Friday, August 26, 2011

ALERT!!! European Bankers Warn: Market Crash ‘Could Hit Within Weeks’ !

How long can YOUR 401k last ?
Market crash ‘could hit within weeks’, warn bankers
A more severe crash than the one triggered by the collapse of Lehman Brothers could be on the way, according to alarm signals in the credit markets.
The cost of insuring RBS bonds is now higher than before the taxpayer was forced to step in and rescue the bank in October 2008

Read More: http://www.telegraph.co.uk/finance/financialcrisis/8721151/Market-crash-could-hit-within-weeks-warn-bankers.html

3, 2, 1: Global Debt Meltdown

We are steamrolling toward a massive global debt meltdown, and at this point world leaders seem to be all out of solutions.  Over the last 30 years or so, the greatest debt bubble in the history of the planet has produced unprecedented prosperity in the western world.  But now that debt bubble is starting to burst and the bills are coming due.  Many believe that “ground zero” for the coming global debt meltdown will be in Europe.

Read More: http://theeconomiccollapseblog.com/archives/3-2-1-global-debt-meltdown

Remainder: Feng Shui 2011 By CLSA (Buat Antisipasi Awal Sept 2011)

Courtesy of Credit Lyonais (CLSA) Asia Pasific Markets: Feng Shui Index >>> The Year of The Rabbit (Alternatif selain Moon (Alert 29-30 Sept & Solar Cycle)
Zoom The Picture

Laporan & Rumor Saham Indonesia 26-08 (Refresh)

Detik: foreign net sell Rp 469,954 miliar

Investor Butuh Cash, IHSG Ditutup Turun 0,10%
http://pasarmodal.inilah.com/read/detail/1769195/investor-butuh-cash-ihsg-ditutup-turun-010

IHSG Tak Semangat Sambut Lebaran 
http://finance.detik.com/read/2011/08/26/160810/1712086/6/ihsg-tak-semangat-sambut-lebaran


Indonesia Stocks: London Sumatra Indonesia, Medco Energi, Timah
http://www.bloomberg.com/news/2011-08-26/indonesia-stocks-london-sumatra-indonesia-medco-energi-timah.html


BLOOMBERG: *ADARO DECLINES TO 11-MONTH LOW AS CIMB CUTS COAL MINING RATING

BLOOMBERG: *FITCH UPGRADES PAKUWON JATI TO 'B'; OUTLOOK STABLE

Bloomberg: Indonesia’s Coal Mining Industry Reduced to ‘Neutral’ at CIMB

UNTR Resmi Akuisisi Agung Bara Prima
http://pasarmodal.inilah.com/read/detail/1769178/untr-resmi-akuisisi-agung-bara-prima

CPO terbenam ke level terendah dua pekan
http://investasi.kontan.co.id/v2/read/1314337892/76335/CPO-terbenam-ke-level-terendah-dua-pekan

Wikileaks Ungkap Kisah Saham BUMI & Sri Mulyani 
http://finance.detik.com/read/2011/08/26/143134/1711902/6/wikileaks-ungkap-kisah-saham-bumi-sri-mulyani

Sengketa Kuasa Pertambangan, PTBA Gugat Bupati Lahat 
http://finance.detik.com/read/2011/08/26/151635/1711996/6/sengketa-kuasa-pertambangan-ptba-gugat-bupati-lahat


Bloomberg: Bumi Resources Tbk PT Cut to 'Neutral' at CIMB

RUMORS: BNBR TO HIRE CREDIT SUISSE AS ADVISOR FOR QUASI-REORGANIZATION PROCESS. AFTER QUASI REORGANIZATION, BNBR FINANCIAL PEFORMANCE WILL BE POSITIVE AS IT WILL BE ALLOWED TO ERASE DEBTS BUT REDUCED ITS ASSETS

*DJ Bank Indonesia Expects Rupiah To Continue To Strengthen On Inflows
*DJ Bank Indonesia Sees 2011 Inflation Below 4.9%
*DJ Bank Indonesia Sees August Core Inflation At Less Than 5.0%
*DJ Bank Indonesia Sees August On-Month Inflation At +0.87% To +0.9%
 

Aksi Jual Tekan IHSG Sesi I Anjlok 1,01%. Foreign Net Sell Rp 183 Miliar
http://pasarmodal.inilah.com/read/detail/1769100/aksi-jual-tekan-ihsg-sesi-i-anjlok-101

Ingin Ambil Posisi? Pilihan Pada 3 Sektor Saham
http://pasarmodal.inilah.com/read/detail/1769091/ingin-ambil-posisi-pilihan-pada-3-sektor-saham

Saham Blue Chip Dilepas, IHSG Terpangkas 38 Poin 
http://finance.detik.com/read/2011/08/26/113647/1711744/6/saham-blue-chip-dilepas-ihsg-terpangkas-38-poin


Bloomberg; Palm Oil Set for Fifth Weekly Drop on Malaysian Exports Outlook

Bloomberg; Timah Declines Most in a Week as CIMB-GK Sees Risk in Tin Price

Bloomberg; Emerging Markets Bond Funds Saw $116M Inflows: Morgan Stanley

Menakar Risiko IHSG Selama Libur Lebaran
http://pasarmodal.inilah.com/read/detail/1768941/menakar-risiko-ihsg-selama-libur-lebaran

Laporan Keuangan Semester I-2011
Laba PGN Turun 0,89% Jadi Rp4,42 Triliun
http://pasarmodal.inilah.com/read/detail/1769039/laba-pgn-turun-089-jadi-rp442-triliun

INILAH.COM, Jakarta - Harga saham PT Eterindo Wahanatama Tbk (ETWA) berpeluang ke level Rp800 dalam waktu dekat. Kabarnya, perseroan mendapatkan komitmen pendanaan dari perusahaan finansial domestik untuk mendukung ekspansi membeli kebun sawit. Selain itu, kabarnya perusahaan CPO terbesar di dunia dan produsen biodiesel yang mencatatkan sahamnya di bursa Singapura sedang menjajaki pembelian saham ETWA. Pada perdagangan kemarin, saham ETWA ditutup mewnguat Rp10 ke level Rp445.

INILAH.COM, Jakarta - Fund Manager asing dan lokal kabarnya sedang memburu saham PT Exploitasi Energi Indonesia Tbk (CNKO). Hal itu menyusul kabar perusahaan baja India yang mengincar saham perseroan untuk memasok batubara ke pabrik bajanya. Selain itu, anak usaha Sinarmas ke sektor tambang disebut-sebut tengah mengincar saham CNKO, sehingga berpotensi menembus Rp300. Pada perdagangan kemarin, harga saham CNKO ditutup naik Rp3 ke level Rp114.

Bursa Asia Berayun Jelang Pertemuan The Fed
http://pasarmodal.inilah.com/read/detail/1769034/bursa-asia-berayun-jelang-pertemuan-the-fed

 
Laporan Keuangan Semester I-2011
WIKA Raih Laba Bersih Rp141,46 Miliar
http://pasarmodal.inilah.com/read/detail/1768929/wika-raih-laba-bersih-rp14146-miliar

WIKA Kantongi Kontrak Baru Senilai Rp7,91 Triliun
http://pasarmodal.inilah.com/read/detail/1768933/wika-kantongi-kontrak-baru-senilai-rp791-triliun

Indomobil Bidik Saham Multistrada
http://pasarmodal.inilah.com/read/detail/1769048/indomobil-bidik-saham-multistrada

Saham LPCK Diperdagangkan Kembali Hari Ini
http://pasarmodal.inilah.com/read/detail/1769050/saham-lpck-diperdagangkan-kembali-hari-ini

Tertekan Regional, IHSG Dibuka Turun 0,7%
http://pasarmodal.inilah.com/read/detail/1769052/tertekan-regional-ihsg-dibuka-turun-07

BEI Raup Laba Bersih Rp156,42 Miliar
http://pasarmodal.inilah.com/read/detail/1769057/bei-raup-laba-bersih-rp15642-miliar

MYOH Ubah Bisnis Investasi ke Tambang
http://pasarmodal.inilah.com/read/detail/1769060/myoh-ubah-bisnis-investasi-ke-tambang

Bakrie Sumatra Raup Laba Rp 218 Miliar, Melonjak 362%
http://finance.detik.com/read/2011/08/26/100427/1711651/6/bakrie-sumatra-raup-laba-rp-218-miliar-melonjak-362

Emas Diborong, Omzet Pegadaian Sebulan Tembus Rp 8 Triliun
http://finance.detik.com/read/2011/08/26/105809/1711687/5/emas-diborong-omzet-pegadaian-sebulan-tembus-rp-8-triliun

Tertolong Pendapatan Bunga, Laba BISI Naik Tipis 1,74%
http://finance.detik.com/read/2011/08/26/095314/1711633/6/tertolong-pendapatan-bunga-laba-bisi-naik-tipis-174

Asing kurangi kepemilikan, rupiah melemah 0,2% pada pekan ini
http://investasi.kontan.co.id/v2/read/1314331202/76322/Asing-kurangi-kepemilikan-rupiah-melemah-02-pada-pekan-ini

Harga emas menuju penurunan mingguan pertama dalam tujuh pekan
http://investasi.kontan.co.id/v2/read/1314331746/76325/Harga-emas-menuju-penurunan-mingguan-pertama-dalam-tujuh-pekan

Saham TINS melorot ke level terendah dalam seminggu terakhir
http://investasi.kontan.co.id/v2/read/1314329797/76318/Saham-TINS-melorot-ke-level-terendah-dalam-seminggu-terakhir

Suspensi dicabut, saham LPCK sudah tumbang 14,58%
http://investasi.kontan.co.id/v2/read/1314328605/76316/Suspensi-dicabut-saham-LPCK-sudah-tumbang-1458

Intiland siapkan Rp 500 miliar untuk bangun hotel tahun 2012
http://investasi.kontan.co.id/v2/read/1314323507/76310/Intiland-siapkan-Rp-500-miliar-untuk-bangun-hotel-tahun-2012

Hati-hati, harga saham BBCA sudah meninggi
http://investasi.kontan.co.id/v2/read/1314323377/76309/Hati-hati-harga-saham-BBCA-sudah-meninggi

Penjualan properti Sinarmas capai Rp 2 triliun
http://investasi.kontan.co.id/v2/read/1314314205/76292/Penjualan-properti-Sinarmas-capai-Rp-2-triliun

@Consolidation Pattern Ahead of Fed Bernanke, US GDP Q2, IMF Lagarde

IHSG:
DJIA:
VIX INDEX:

Thursday, August 25, 2011

Remainder: 9 Hari Menjelang Pendaftaran Terakhir Workshop CTA II (10-11 Sept 2011)

Ikutilah Workshop CTA HITSAHAM Level Intermediate - Pre Advanced di Jakarta (10-11 September; Hotel Sofyan Tebet Jakarta Selatan) & Surabaya (24-25 September; Hotel Novotel).

BONUS THE 1st IN INDONESIA: "Edukasi Basic mengenai High Frequency Trading (HFT >>> Flash Trading (Speed Nanosecond: US Brown Forman  dalam Kurang Dari Satu Detik anjlok dari $70 ke $16.64,  75% atau Rugi $7.5 billion untuk sebuah perusahaan senilai $10 billion) yang heboh di AS, menjadi salah satu penyebab CRASHNYA 2008 & MINI CRASH MEI & AGUSTUS 2011 (Istilah populernya FLASH CRASH), untuk mengantisipasi kedatangannya di Indonesia (ELTY/ BKSL)"

Be The 1st To Win In A Market 
When Bull Rally / Crash

Saksikan Analisa Saham Astro & Interaktif Saham Power Breakfast 26/08; 09.00 - 09.45 Wib; Edisi Khusus Astrology (Moon Cycle + Solar 24 + Zodiac) 29/08. Hanya di MNC Business Indovision Channel 95/ Top TV & Okevision Channel 99.  

TRACK RECORD: BUY NEKAD V & 23-25 Agustus (3 Saham mengalami AUTO REJECT ATAS; LPCK/ MYOH/ BKSL):
HOLD BUY NEKAD V (Sesi 2: 19-08): ASII 66.700 (25/08; +1.04%)/ BBRI 6.500 (19/08: 0%)/ BBCA 7.900 (25/08: +1.26%)/ PGAS 3.350 (-4.5%)/ INTA 730 (25/08; +8.21%)/ CPIN 2.650 (25/08: +9.43%)/ BKSL 200 (25/08: +62.5%)/UNVR 16.700 (25/08: -0.89%)/ BORN 1.190 (25/08; 0%)/ HRUM 7.800 (+5.12%) = +87.56% - 4.39% = Net Gross +82.17 (Average 10 Saham = +8.217%)

25/08. Trading BUY: ASII (67.400; 0.37%)/ INDF (6.200; -2.57%)/ ICBP (5.550; 0%)/ CPIN (2.725 -4.5%)/ BSDE (1.040; 0%)/ MYOH (120; +9.09%)/ DKFT (Suspend)/ MNCN (1.000; +2.04%)/ BKSL (295; +16.07)/ADRO (2.100;-1.07%)/ / AISA (750; 0%) = Net Gross = +19.43% (Average 10 Saham = +1.943%) 

23/08: Trading Buy (INDF (+4.65%)/ ICBP (+2.67%)/ MAPI (0)/ UNVR (0.9%)/ GGRM (0), Coal , ASII (Buy jika tembus 67.900), 4 Top Banks (BBRI +1.57%/ BMRI +1.47%/ BBNI + 2.46%/ BBCA +2.58%, SMGR (+2.2%)/ INTP (+0.33%)/ CFIN (-7.93%)/ AISA (+1.33%)/ AKRA (-3.63%)/ GJTL (+1.72%)/ SSIA (0) = Net Gross +12.60% (Average 19 saham = +0.66% )

TRACK RECORD BUY NEKAD 1 / II / III / IV; Juni - Juli 2011 & 2010
http://hitsaham.blogspot.com/2011/08/dont-miss-it-hanya-combo-ta-hitsaham_9304.html

Charting The Upcoming Recession, And Is Goldman Really Predicting A 2012 Year End S&P Range Of 700 – 900?

In his weekly chart packet, Goldman’s high frequency strategist, David Kostin, who now changes his year end S&P targets almost as frequently as the firm’s economic team changes its GDP forecast, once again gets decidedly fatalistic (very much like Citigroup did yesterday, and Morgan Stanley last week), and is now openly contemplating downside cases to his EPS forecast. And with 2012 EPS numbers thrown around like $91 based on what is certainly an upcoming (but for now still hypothetical) margin contraction, $82 based on a 2% drop (almost guaranteed) in GDP Y/Y, and $75 based on historical earnings plunges in a recession, it may be time to listen up, because apply a traditional contractionary multiple of about 9-10x, and you have yourself a tidy little range of 700 – 910 on the S&P in about a year, absent yet another round of fiscal and/or monetary stimulus.

Read More: http://www.themarketguardian.com/2011/08/charting-the-upcoming-recession-and-is-goldman-really-predicting-a-2012-year-end-sp-range-of-700-900/

Fed Economists – “We see a 15 year Bear Market for Stocks”
Bruce Krasting
The San Francisco Fed has come out with a research paper connecting the dots between the retiring baby boomers and stock prices. The thinking is that the boomers will divest themselves of stocks as they retire and eat into their savings. This is an old argument, but I still found it interesting. The authors, Zheng Liu and Mark M. Spiegel have attempted to quantify the implications. Their principal conclusions:

Read More: http://www.themarketguardian.com/2011/08/fed-economists-%E2%80%93-%E2%80%9Cwe-see-a-15-year-bear-market-for-stocks%E2%80%9D/

Nouriel Roubini
Double Dip is ahead for US & Europe: Philly Fed plunges after NY survey; Home Sales are collapsing; EU bank shares plunging & sov spreads up

Here's Why Gold in Flash "CRASH"

GOLD in USD: Contract Non Commercial di CFTC menunjukkan Long 263.954 kontrak vs short 63.868 kontrak, sementara Kontrak Commercial posisi long 160.562 vs Short 409.409 menunjukkan spekulan telah mengambil posisi short terlebih dahulu ketika investor masih akumulasi = Indikasi Flash Crash pun terjadi. TA menunjukkan bearish divergence dan peak wave 5

"Upgraded Harga GOLD menjadi US$ 2.338 di Q4 2011 & 3.050 di Q2 2012, meski ada potensi menuju support 1.645/1580." 2011-08-26 4:40 AM (11.40 WIB)
GOLD in RUPIAH

Laporan & Rumor Saham Indonesia 25-08 (Refresh)

Aksi Jual, Paksa IHSG Ditutup Turun 0,07%
http://pasarmodal.inilah.com/read/detail/1768840/aksi-jual-paksa-ihsg-ditutup-turun-007

Investor Hati-hati, IHSG Terkoreksi. Net foreign sell Rp 317 miliar
http://pasarmodal.inilah.com/read/detail/1768849/investor-hati-hati-ihsg-terkoreksi

Koreksi Saham Tambang 'Geser' IHSG ke Zona Merah 
http://finance.detik.com/read/2011/08/25/160833/1711189/6/koreksi-saham-tambang-geser-ihsg-ke-zona-merah

Aksi buang CPIN, PGAS, dan UNVR menggerus indeks di sesi sore
http://investasi.kontan.co.id/v2/read/1314265248/76261/Aksi-buang-CPIN-PGAS-dan-UNVR-menggerus-indeks-di-sesi-sore

Saham PGAS Teraktif Diperdagangkan Kamis (25/8)
http://pasarmodal.inilah.com/read/detail/1768864/saham-pgas-teraktif-diperdagangkan-kamis-258

Rupiah Anjlok, BI Intervensi US$200 Juta
http://pasarmodal.inilah.com/read/detail/1768868/rupiah-anjlok-bi-intervensi-us200-juta

Agustus, Pertumbuhan Kredit Perbankan Tembus 24,45%
http://economy.okezone.com/read/2011/08/25/320/496332/agustus-pertumbuhan-kredit-perbankan-tembus-24-45

Proyek INDY Diharap Berproduksi Kuartal I-2012
http://economy.okezone.com/read/2011/08/25/278/496079/proyek-indy-diharap-berproduksi-kuartal-i-2012

Data AS Membaik, Bursa Asia Terangkat
http://pasarmodal.inilah.com/read/detail/1768862/data-as-membaik-bursa-asia-terangkat

DSSA Dirikan DSSP Power Sumsel
http://pasarmodal.inilah.com/read/detail/1768835/dssa-dirikan-dssp-power-sumsel

BISI Raup Laba Bersih Rp80,57 Miliar
http://pasarmodal.inilah.com/read/detail/1768828/bisi-raup-laba-bersih-rp8057-miliar

Wow! Laba Bersih Citra Tubindo Naik 584,25%
http://pasarmodal.inilah.com/read/detail/1768772/wow-laba-bersih-citra-tubindo-naik-58425

Agus Marto Waspada 30% Surat Utang RI Dikuasai Asing 
http://finance.detik.com/read/2011/08/25/171022/1711353/4/agus-marto-waspada-30-surat-utang-ri-dikuasai-asing

JCRA naikkan peringkat Indonesia, mayoritas yield SBN bergerak turun
http://investasi.kontan.co.id/v2/read/1314261035/76251/JCRA-naikkan-peringkat-Indonesia-mayoritas-yield-SBN-bergerak-turun

Ekspor Malaysia surut, harga CPO kian melorot
http://investasi.kontan.co.id/v2/read/1314256018/76245/Ekspor-Malaysia-surut-harga-CPO-kian-melorot

Harga jual timah naik, laba bersih TINS melonjak 114%
http://investasi.kontan.co.id/v2/read/1314252143/76240/Harga-jual-timah-naik-laba-bersih-TINS-melonjak-114 


By Scott Lanman and Craig Torres
Aug. 25 (Bloomberg) -- Federal Reserve Chairman Ben S. Bernanke tomorrow may disappoint stock investors betting on a commitment to step up stimulus. He has little choice, given rising consumer prices and a U.S. economy that is still growing.


BLOOMBERG: *UBS CUTS RUPIAH FORECAST TO 8,800 FROM 8,500. *UBS CUTS RUPIAH FORECAST TO 8,800 FROM 8,500

BLOOMBERG: *INDONESIA SAID TO PLAN TO SELL $1 BILLION OF ISLAMIC BONDS

Bloomberg: Indonesia Doesn’t See Urgent Need to Adjust Rate, Ministry Says


Buyback Bumi Lebih Tinggi 42,85% dari Harga Wajar
by Indonesia Finance Today
JAKARTA (IFT) - PT Bumi Resources Tbk (BUMI) berencana membeli kembali (buyback) sebesar-besarnya 780 juta saham atau 3,75% dari total saham beredar dengan harga maksimal Rp 5.000 per saham. Harga pembelian kembali ini lebih tinggi 42,85% dari harga wajar saham perseroan, menurut Departemen Riset IFT. Berdasarkan harga penutupan Selasa sebesar Rp 2.650, saham Bumi diperdagangkan pada price to earning ratio (PER) sebesar 11,9 kali. Perhitungan PER yang disetahunkan ini menggunakan laba bersih per saham (earning per share/EPS) semester I yang setara dengan Rp 109,65 (kurs Rp 8.500 per dolar Amerika Serikat). Dengan membandingkan PER Indeks Harga Saham Gabungan (IHSG) yang di kisaran 16 kali, harga wajar saham Bumi berkisar Rp 3.500. Dengan begitu, harga buyback yang diajukan perseroan lebih tinggi 42,85% dari harga wajar dan 88,68% di atas harga pasar. Dileep Srivastava, Direktur dan Sekretaris Perusahaan Bumi Resources, mengatakan berdasarkan performa keuangan sampai semester I 2011, harga buyback ada di kisaran Rp 5.000 per saham sehingga total nilai 


CITIGROUP:
Indonesian Strategy: Global Market Volatility Provides Opportunity
Not 2008, we see upside — Despite bearishness about the global economy, we believe Indonesia’s domestic-driven economy will show resilience. Its exports as a share of GDP are one of the lowest in Asia, with net exports at just 2% of GDP. Its economy and stock market are in a much better shape now than they were in 2008. Our Indonesia universe is trading on a 2012E P/E of 11.9x, slightly below its 5-year mean. Our bottom-up approach indicates a JCI index target of 4,700.

COWL: 2011 NET PROFIT COULD RISE BY 614% TO IDR60 BILLION (EPS: IDR79.4) FROM IDR8.4 BILLION AT THE END OF 2010. nOW TRADES AT P/E RATIO OF 3.46x 2011 EARNINGS, FAR BELOW PROPERTY AVERAGE P/E RATIO OF 14x. AT THAT AVERAGE, COWL MAY BE FAIRLY VALUED AT  14x IDR79.4 OR IDR1,110. 

Aug. 25 (Bloomberg) -- Federal Reserve Chairman Ben S. Bernanke tomorrow may disappoint stock investors betting on a commitment to step up stimulus. He has little choice, given rising consumer prices and a U.S. economy that is still growing. Gasoline costs are 33 percent higher, consumer inflation is twice as fast and inflation expectations are above levels since Bernanke signaled more easing a year ago at the annual Fed symposium in Jackson Hole, Wyoming. While the U.S. expansion has slowed, the Chicago Fed’s index of 85 economic indicators improved in July for a third month on gains in production. 


PGAS DIRECTOR WAHID SUTOPO SAID PGAS HAS NO PLAN TO ISSUE RIGHTS SHARES. SUTOPO SAID PGAS CASH IN HANDS NOW IDR12 TRILLION.

Bloomberg: *INDONESIA 3Q GDP MAY GROW AT LEAST 6.5%, MARTOWARDOJO SAYS

Indonesia Stocks: Bisi, International Nickel, Multistrada Arah
http://www.bloomberg.com/news/2011-08-25/indonesia-stocks-bisi-international-nickel-multistrada-arah.html

Pemain Lokal Bertahan, IHSG Sesi I Tetap Positif. Foreign net sell Rp 137 Miliar
http://pasarmodal.inilah.com/read/detail/1768713/pemain-lokal-bertahan-ihsg-sesi-i-tetap-positif

Aksi Ambil Untung Bikin IHSG Cuma Naik 8 Poin 
http://finance.detik.com/read/2011/08/25/120642/1710949/6/aksi-ambil-untung-bikin-ihsg-cuma-naik-8-poin

UNSP dikabarkan dapat komitmen pinjaman US$ 190 juta dari dua bank
http://investasi.kontan.co.id/v2/read/1314246167/76230/UNSP-dikabarkan-dapat-komitmen-pinjaman-US-190-juta-dari-dua-bank

Perbankan dan Astra untuk Sesi Dua
http://pasarmodal.inilah.com/read/detail/1768700/perbankan-dan-astra-untuk-sesi-dua

PIP Kucuri Anak Usaha CMNP Rp95 Miliar
http://pasarmodal.inilah.com/read/detail/1768689/pip-kucuri-anak-usaha-cmnp-rp95-miliar

Beban Operasi Naik, Laba Bank Ekonomi Anjlok 45% ke Rp 173 Miliar 
http://finance.detik.com/read/2011/08/25/111511/1710876/5/beban-operasi-naik-laba-bank-ekonomi-anjlok-45-ke-rp-173-miliar


Bloomberg: Bakrie Sumatera Said to Attract Another 2 Banks to Loan Facility

Naik 378,95%, BEI Suspensi Saham DKFT
http://pasarmodal.inilah.com/read/detail/1768667/naik-37895-bei-suspensi-saham-dkft

Batal jual 40% saham, MASA tergerus tajam
http://investasi.kontan.co.id/v2/read/1314243545/76223/Batal-jual-40-saham-MASA-tergerus-tajam

Setuju beli saham Tanindo Subur, BISI melaju 3,3%
http://investasi.kontan.co.id/v2/read/1314242378/76220/Setuju-beli-saham-Tanindo-Subur-BISI-melaju-33

BRI Akuisisi Remittance di Hongkong
http://pasarmodal.inilah.com/read/detail/1768661/bri-akuisisi-remittance-di-hongkong

Berlipat Ganda, Laba Timah Capai Rp 688 Miliar 
http://finance.detik.com/read/2011/08/25/103653/1710809/6/berlipat-ganda-laba-timah-capai-rp-688-miliar
 

Bloomberg: Bisi International Gains Most in Two Weeks After Stake Purchase. Bisi International Agrees to Buy 46% Tanindo Subur Prima Stake

Bloomberg: Multistrada Drops, Second-Biggest Decliner, After Sale Report. Multistrada Cancels Its Plan to Sell 40% Stake, Bisnis Reports

Bloomberg: Palm Oil Falls as Much as 0.4% to 3,024 Ringgit a Metric Ton

Bloomberg: Timah’s First-Half Net Income Gains to 689 Billion Rupiah

Bloomberg. Indika Plans to Sell Stake in Petrosea Next Month, Bisnis Says

Sentimen Global Dorong IHSG Dibuka Naik 0,52%
http://pasarmodal.inilah.com/read/detail/1768645/sentimen-global-dorong-ihsg-dibuka-naik-052

Inilah Saham-saham Pendongkrak IHSG Hari Ini
http://pasarmodal.inilah.com/read/detail/1768633/inilah-saham-saham-pendongkrak-ihsg-hari-ini

IHSG 'Disemangati' Bursa Global 
http://finance.detik.com/read/2011/08/25/082041/1710726/6/ihsg-disemangati-bursa-global

IHSG Hari Ini Bakal Menguat Ikuti Global
http://pasarmodal.inilah.com/read/detail/1768632/ihsg-hari-ini-bakal-menguat-ikuti-global

INILAH.COM, Jakarta - Saham PT Perdana Gapuraprima Tbk (GPRA) berpotensi untuk terkerek ke level Rp400-500 dalam jangka pendek. Berdasarkan kabar yang berhenbus di pasar, perseroan dan BUMD properti akan menggarap proyek superblok di Jakarta Timur. Selain itu, dikabarkan sindikasi perbankan siap mendukung ekspansi perseroan tahun ini. Pada perdagangan kemarin, saham GPRA ditutup naik Rp2 ke level Rp132.

INILAH.COM, Jakarta - Bandar kabarnya sedang memburu saham PT Bank Victoria International Tbk (BVIC) terkait kabar perseroan menjadi target akuisisi Standar Chartered Bank. Dikabarkan, harga yang ditawarkan cukup premium, yaitu di harga Rp200-300 per saham. Selain itu, perusahaan finansial lain juga dikabarkan turut menjajaki saham perseroan. Pada perdagangan kemarin, saham BVIC ditutup naik Rp3 ke level Rp146.

Tips Bijak Main Saham Jelang Lebaran
http://pasarmodal.inilah.com/read/detail/1768544/tips-bijak-main-saham-jelang-lebaran

Setujui Kredit, BBNI Dapat Jaminan Saham IPI
http://pasarmodal.inilah.com/read/detail/1768536/setujui-kredit-bbni-dapat-jaminan-saham-ipi

Inilah Menu Saham Pilihan Kamis (25/8)
http://pasarmodal.inilah.com/read/detail/1768554/inilah-menu-saham-pilihan-kamis-258

IHSG Koreksi, Saat Tepat untuk Masuk
http://pasarmodal.inilah.com/read/detail/1768555/ihsg-koreksi-saat-tepat-untuk-masuk

JLU menyatakan belum ada kesepakatan terkait rencana pelepasan saham GIAA
http://investasi.kontan.co.id/v2/read/1314234772/76200/JLU-menyatakan-belum-ada-kesepakatan-terkait-rencana-pelepasan-saham-GIAA

Indikasi permintaan bakal naik, minyak rebound di pasar Asia
http://investasi.kontan.co.id/v2/read/1314234625/76198/Indikasi-permintaan-bakal-naik-minyak-rebound-di-pasar-Asia-

Emas akhirnya catatkan penurunan terbesar selama 18 bulan terakhir
http://investasi.kontan.co.id/v2/read/1314204637/76194/Emas-akhirnya-catatkan-penurunan-terbesar-selama-18-bulan-terakhir

Seluruh segmen bisnis bertumbuh, MAIN cetak kenaikan laba bersih 57%
http://investasi.kontan.co.id/v2/read/1314183456/76179/Seluruh-segmen-bisnis-bertumbuh-MAIN-cetak-kenaikan-laba-bersih-57-

Genjot penjualan, TRIO jadi distributor resmi produk Hewlett-Packard
http://investasi.kontan.co.id/v2/read/1314177622/76172/Genjot-penjualan-TRIO-jadi-distributor-resmi-produk-Hewlett-Packard

Digosipkan banting setir, saham MYOH terbang ke level tertinggi enam tahun
http://investasi.kontan.co.id/v2/read/1314175324/76167/Digosipkan-banting-setir-saham-MYOH-terbang-ke-level-tertinggi-enam-tahun-

Central Omega berencana terbitkan 983,736 juta saham baru
http://investasi.kontan.co.id/v2/read/1314174948/76166/Central-Omega-berencana-terbitkan-983736-juta-saham-baru

Pertumbuhan memuaskan, PVP enggan lepas MASA
http://investasi.kontan.co.id/v2/read/1314174942/76165/Pertumbuhan-memuaskan-PVP-enggan-lepas-MASA


Heavy equipment distributor PT Intraco Penta Tbk, that was founded by Halex Halim, is scouting a coal acquisition with the valuation above US$200 million.
Intraco Penta President Director Petrus Halim said the target coal company may have valuation higher than Intraco's market capitalization which is now about US$200 million.

Q&A di Saham Movers & Shakers 24/08; 19.00-20.00 (Rerun 22.00 Wib & 07.30 Wib) di Indovision Channel 95/ 99.

#
Clement Jahja Malam,target price AKRA sampai december 2011 & view IHSG di bulan september..? Thanks.
16 hours ago · LikeUnlike
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Maria Magdalena Sri Slmt mlm,shm2 sy bjbr,intp,hrum,indf,brp tp nya ya?krn msh nyangkut semua,trimakasih.
16 hours ago · LikeUnlike
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Monicha Singgih Hartono pak andri, ADRO, how low can you go? area buy di berapa? tks
16 hours ago · LikeUnlike
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Merlyn Ong Pak tlg sy pny INDF ϑï 6500 kira2 dg releasenya lap keuangan Чǝлб naik apakah bisa kembali naik ķϠ level high 6800 Ű jumat besok? Jga Ű ASII knp Чα.. κ̣̇☹Φ Ğª naik2? Saya pny ϑï 68400 gmn pak pergerakannya hbs lebaran?
16 hours ago · LikeUnlike
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Henny Widjaja Malam mba Nawa dan pak Andri. Tolong saham RALS dan CNKO untuk september setelah lebaran, berapa support, resistance dan TP nya? Terima kasih.
15 hours ago · LikeUnlike
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Tjoewanda Prajitna Malam. Bagaimana saham DILD dan POLY untuk akhir minggu ini dan setelah lebaran, berapa TP nya? Tx
15 hours ago · LikeUnlike
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Djoko Santiko kenapa hari ini bursa Asia anomali dng DOW dan Europe..>
14 hours ago · LikeUnlike
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Andri Zakarias Siregar Clement: AKRA target akhir tahun di 3.575, jika extend 4.200.
14 minutes ago · LikeUnlike
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Andri Zakarias Siregar IHSG: September menunjukkan Risk > Reward, menunggu hasil Jumat ini untuk kepastian QE3, karena signal IHSG menunjukkan symmetrical triangle dengan resist 3.960 support 3.806
12 minutes ago · LikeUnlike
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Andri Zakarias Siregar Maria: BJBR target short-term 1.140 untuk penentuannya, INTP ke target 15700-16.300 area (jika skenario IHSG arah 3.960), HRUM target short-term 8.300/8.400, INDF setelah breakout pola diamond target 7.300
9 minutes ago · LikeUnlike
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Andri Zakarias Siregar INDF dalam fase akumulasi & sell on the news (lapkeu) kemarin masih layak dikoleksi saham groupnya (SIMP, INDF, ICBP), ASII intraday bearish, meski dalam fase akumulasi, potensi rally hari ini jika tembus 68.000
8 minutes ago · LikeUnlike
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Andri Zakarias Siregar RALS masih dalam fase konsolidasi dimana selling power masih dominan, potensi kenaikan relatif terbatas di 830, jika tembus ke 890, CNKO telah mencapai target v-shaped minor, berpeluang konsolidasi 105-120 dalam waktu dekat dengan selling power masih dominan
5 minutes ago · LikeUnlike
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Andri Zakarias Siregar DILD ada potensi kenaikan terbatas dari candle mornin star & breakout resist target 315, jika tembus ke 335. POLY selama bertahan diatas 590 berpeluang ke 660/690 dalam kondisi overosld
2 minutes ago · LikeUnlike
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Andri Zakarias Siregar ADRO ada signal bullish divergence & volume climaxxx, buy jika tembus diatas 2.175 atau buy on weakness 2.100 stop loss dibawah 2.000
about a minute ago · LikeUnlike
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Andri Zakarias Siregar ‎@Kemarin IHSG terkoreksi karena imbas TA intraday yang overbought dan dampak dari dowgrade rating jepang

Wednesday, August 24, 2011

Chart Talk: Bear Market Rally in ASII/ ASRI/ BBCA/ BORN/ MASA???

IHSG in Heiken Ashi: Symmetrical Triangle Ahead of Testimony Fed Bernanke in Distribution Phase
 ASII:
ASRI:
BBCA:
BORN:
MASA

Laporan & Rumor Saham Indonesia 24-08 (Refresh)

Direktur DKFT Feni S. Budiman dalam keterbukaan informasi BEI, hari ini (24/8) menyebut, perseroan akan menggelar Rapat Umum Pemegang Saham Luar Biasa untuk aksi korporasi ini. Rencananya, RUPSLB digelar pada 30 September 2011. Sebelum menggelar RUPSLB, perseroan menargetkan bisa memperoleh pernyataan efektif HMETD dari Bapepam, pada 29 September 2011.

POLY: AFTER QUASI, DIVIDEND PAYMENT MAY BE POSSIBLE FOR 2011
POLY MAY GIVE IDR48/SHARE INTERIM DIVIDEND FROM 1H EARNINGS

*DJ Bank Negara Targets 2013 Net Profit Of Over IDR10 Tln

Jakarta - PT Central Omega Resources Tbk (DKFT) akan menerbitkan saham baru melalui hak memesan efek terlebih dahulu (HMETD) sebanyak 983.736.000 lembar, dengan harga penawaran Rp 1.000 per lembar. Direktur Central Omega, Feni S. Budiman mengatakan dana hasil rights issue tersebut digunakan perseroan sebagai peningkatan modal untuk penyertaan investasi pengolahan nikel (smelter). Saham baru bernilai nominal Rp 500 per lembar, dengan harga penawaran Rp 1.000. Total dana yang perseroan dapat mencapai Rp 983 miliar. Setiap pemegang satu lembar saham, berhak atas sembilan saham baru HMETD. Setiap 27 lembar saham rights issue juga disertakan waran secara cuma-cuma. Total waran seri I ini mencapai 36.434.667 lembar.

http://finance.detik.com/read/2011/08/24/124318/1710105/6/central-omega-lepas-rights-issue-di-rp-1000

 AN INVETSMENT BANK FROM THE MIDDLE EAST IS IN TALKS WITH SDRA'S FOUNDING SHAREHOLDER TO BUY A STAKE OF SDRA. BANK SAUDARA IS NOW TRADING AT A P/E RATIO OF 4.1X 2011 EARNINGS (EPS: IDR50) AND PBV RATIO OF 1.16X, COMPARED WITH INDONESIA'S BANKING P/E AVERAGE OF 15.2x AND PBV RATIO OF 3.2X. FAIR VALUE BASED ON PBV RATIO IS AT IDR592 AND IDR760 BASED ON P/E RATIO. BUY AT ANY LEVELS FOR MID-TERM INVESTMENT.

http://finance.detik.com/read/2011/08/24/132751/1710140/6/latinusa-peroleh-lisensi-plat-timah-nippon-steel

REMINDER::: Research Today: PGAS, the end of cheap gas Jayden wrote a note on Perusahaan Gas (PGAS IJ) today. This is a non-consensus call as we are the only SELL on PGAS on the street and Jayden’s analysis is thorough and gives good basis for the negative call. This stock now does not really have a defensive profile and will see its abnormally high gas distribution margins normalized to those of regional gas utility peers. The company remains in the regulatory purgatory and this uncertainty will limit any re-rating potential in the near-term. Key points from the report: • Today we are re-initiating on PGAS with a SELL recommendation and a TP of Rp3,075 implying 8% downside.

REMINDER::emegang saham setujui right issue BKSL JAKARTA. Rencana PT Sentul City Tbk (BKSL) menerbitkan saham baru tanpa hak memesan efek terlebih dahulu (Non-HMETD) akhirnya tinggal selangkah lagi. Perusahaan properti tersebut baru saja mendapatkan persetujuan dari pemegang saham guna melakukan hajatan tersebut. "Penerbitan right issue sudah disetujui dalam rapat umum pemegang saham tadi," kata Sekretaris Perusahaan BKSL Pesta Uli di Jakarta (3/8). Dengan mengantongi persetujuan tersebut BKSL segera merealisasikan penerbitan 2,854 miliar saham baru seri C tanpa hak memesan efek terlebih dahulu (Non-HMETD).

*DJ Hanwha Chemical Will Make Non-Binding Offer For Sulfindo Later This Week -S
*DJ Hanwha Chemical To Bid For Indonesia's Sulfindo Adiusaha -Source    


Investor Ambil Risiko, IHSG Sesi I Masih Positif. Net Sell Rp 134 miliar
http://pasarmodal.inilah.com/read/detail/1768334/investor-ambil-risiko-ihsg-sesi-i-masih-positif

Sesi I
Dibayangi Sentimen Negatif Jepang, IHSG Naik Tipis 
http://finance.detik.com/read/2011/08/24/121815/1710081/6/dibayangi-sentimen-negatif-jepang-ihsg-naik-tipis

Aksi beli BBRI, CPIN, dan UNVR menopang indeks di sesi I
http://investasi.kontan.co.id/v2/read/1314163881/76146/Aksi-beli-BBRI-CPIN-dan-UNVR-menopang-indeks-di-sesi-I

Central Omega Lepas Rights Issue di Rp 1.000 
http://finance.detik.com/read/2011/08/24/124318/1710105/6/central-omega-lepas-rights-issue-di-rp-1000

Wow, saham CPIN melaju ke level tertinggi dalam 20 tahun terakhir
http://investasi.kontan.co.id/v2/read/1314157270/76132/Wow-saham-CPIN-melaju-ke-level-tertinggi-dalam-20-tahun-terakhir

Unilever Ingin Naikkan Distribusi Sara Lee
http://pasarmodal.inilah.com/read/detail/1768341/unilever-ingin-naikkan-distribusi-sara-lee

Saham Tambang Penggerak Sesi Dua
http://pasarmodal.inilah.com/read/detail/1768329/saham-tambang-penggerak-sesi-dua

Nippon Steel Suntik Rp76,77 Miliar ke NIKL
http://pasarmodal.inilah.com/read/detail/1768298/nippon-steel-suntik-rp7677-miliar-ke-nikl

Laba Bersih Salim Ivomas Naik 109,42%
http://pasarmodal.inilah.com/read/detail/1768285/laba-bersih-salim-ivomas-naik-10942

Indofood ICB Raup Penjualan Rp9,42 Triliun
http://pasarmodal.inilah.com/read/detail/1768283/indofood-icb-raup-penjualan-rp942-triliun

Penjualan Indofood Naik 10,5% Jadi Rp21,84 T
http://pasarmodal.inilah.com/read/detail/1768272/penjualan-indofood-naik-105-jadi-rp2184-t

Penjualan grup tumbuh, laba bersih INDF naik 12% di semester I
http://investasi.kontan.co.id/v2/read/1314158795/76135/Penjualan-grup-tumbuh-laba-bersih-INDF-naik-12-di-semester-I

Berencana akuisisi 30% saham Adani, pergerakan saham PTBA volatil
http://investasi.kontan.co.id/v2/read/1314158955/76137/Berencana-akuisisi-30-saham-Adani-pergerakan-saham-PTBA-volatil-

Outlook ekonomi global buruk, mata uang Asia loyo
http://investasi.kontan.co.id/v2/read/1314160608/76143/Outlook-ekonomi-global-buruk-mata-uang-Asia-loyo

Kantongi pinjaman Rp 400 miliar, saham DILD terbang
http://investasi.kontan.co.id/v2/read/1314157794/76133/Kantongi-pinjaman-Rp-400-miliar-saham-DILD-terbang

REMINDER::TRST NOW TRADES AT P/E RATIO OF 6.6X 2011 FORWARD EARNINGS, FAR BELOW ASIAN CHEMICAL INDUSTRIAL AVERAGE P/E RATIO OF 14.4X. AT THAT AVERAGE, TRST SHOULD BE FAIRLY VALUED TA IDR1400. BEST BUY AT ANY LEVELS BELOW IDR700

POLY: AFTER QUASI, DIVIDEND PAYMENT MAY BE POSSIBLE FOR 2011
POLY MAY GIVE IDR48/SHARE INTERIM DIVIDEND FROM 1H EARNINGS 

Bloomberg: Adaro Rises, Leading Mining Companies, After Acquisition Deal

BLOOMBERG: *PALM OIL FALLS AS MUCH AS 0.6% TO 3,051 RINGGIT A METRIC TON

Bloomberg: Bank Pan Indonesia Raised to 'Outperform' at CIMB

Bloomberg: Listrik Negara Unit Seeks 3.96 Million Tons of Coal Supply

Bloomberg: Asian Shares Erase Gain as U.S. Stock Futures Extend Loss

Bloomberg: Charoen Pokphand Said to Hire Four Banks for $200 Million Loan

Bloomberg: Intiland Gets 400 Billion Rupiah Loan, Bisnis Indonesia Reports

Bloomberg: Adira Plans to Sell 1.5 Trillion Rupiah of Bonds, Bisnis Reports

Bloomberg: London Sumatra Indonesia Raised to Outperform at Credit Suisse

Bloomberg: Gudang Garam Rated New Buy at Nomura; PT 65,000 Rupiah

24 Agustus Rups BDMN, Cum dev PNSE 60, Lap Keu INDF
25 Agustus cum Dev KREN 9,05, rups CNKO, KREN DIVIDEND, RP 7,24 CUM
26 Agustus BENAKAT PETROLEUM ENERGY RUPSLB, Rups Bank Pundi Indonesia

BLOOMBERG: *INDOFOOD 1H REVENUE INCREASES 20.5% TO 21.84 TRILLION RUPIAH. *INDOFOOD 1H NET INCOME INCREASES 12% TO 1.58 TRILLION RUPIAH *INDOFOOD CBP 1H NET INCOME RISES 23.7% TO 990 BILLION RUPIAH   *INDOFOOD CBP 1H REVENUE RISES 5.7% TO 9.42 TRILLION RUPIAH

Inilah Menu Saham Pilihan Rabu (24/8)http://pasarmodal.inilah.com/read/detail/1768130/inilah-menu-saham-pilihan-rabu-248

IHSG Hari Ini Bakal menguat Ikuti Regional
http://pasarmodal.inilah.com/read/detail/1768253/ihsg-hari-ini-bakal-menguat-ikuti-regional

Rekomendasi Saham
Bursa Global Cerah, IHSG Siap Menguat 
http://finance.detik.com/read/2011/08/24/072444/1709755/6/bursa-global-cerah-ihsg-siap-menguat

IHSG Siap Kembali ke Level 3.900-an
http://economy.okezone.com/read/2011/08/24/278/495591/ihsg-siap-kembali-ke-level-3-900-an

IHSG Tembus 3.900, Tapi Dibayangi Penurunan Peringkat Jepang 
http://finance.detik.com/read/2011/08/24/094434/1709823/6/ihsg-tembus-3900-tapi-dibayangi-penurunan-peringkat-jepang

INILAH.COM, Jakarta - Fund manager asing kabarnya sedang memburu saham PT Catur Sentosa Adiprana Tbk (CSAP). Hal ini seiring rencana perusahaan asal Jerman ini yang ingin membeli saham perseroan. Perusahaan Jerman ini merupakan mitra strategis CSAP. Kabarnya, pembelian dilakukan di harga Rp400-600. Pada perdagangan kemarin, saham CSAP ditutup stagnan di level Rp265.

INILAH.COM, Jakarta - Harga saham PT Bayu Buana (BAYU) diperkirakan akan melesat. Seiring musim liburan dan menjelang Hari Raya, tidak dapat dielakkan lagi bahwa banyak orang menyiapkan diri untuk berwisata. Momen ini ditangkap banyak perusahaan penyedia jasa perjalanan wisata untuk lebih gencar menawarkan jasa-jasanya. Salah satu perusahaan penyedia jasa terbaik adalah Bayu Buana.Bayu Buana mencatat peningkatan pendapatan yang luar biasa pada periode awal semester dua 2011. Sedangkan target untuk laba usaha BAYU tahun ini akan meningkat sekurang-kurangnya 40% dibanding laba tahun lalu.Dalam momen euphoria oleh kabar go private-nya ANTA pada 15 Agustus lalu, BAYU ikut diburu oleh investor, sebelum harganya melaju kencang. BAYU yang memiliki fundamental perusahaan jauh lebih baik dibanding perusahaan lain di sektor pariwisata, dikabarkan akan mencapai harga Rp500, akibat kabar go private salah satu kompetitor BAYU ini.Pada perdagangan Selasa (23/8) kemarin, BAYU ditutup menguat 65 poin (23,64%) ke level Rp340 per lembar saham, dengan volume transaksi sebesar 33,98 juta lembar senilai Rp10,77 miliar. [ast]

INILAH.COM, Jakarta - PT Bakrie Sumatra Plantations Tbk (UNSP) resmi mendapatkan fasilitas kredit senilai US$250 juta untuk melunasi (refinancing) utang. Selain itu, kabarnya pinjaman ini juga akan digunakan untuk membeli kembali (buyback) saham yang akan dimulai pada September mendatang. Pada perdagangan kemarin, saham UNSP ditutup naik Rp5 ke level Rp385.

Akuisisi MIP, 'Buy' Adaro
http://pasarmodal.inilah.com/read/detail/1768256/akuisisi-mip-buy-adaro

Penjualan Salim Ivomas capai Rp6,13 triliun
http://www.bisnis.com/articles/penjualan-salim-ivomas-capai-rp6-13-triliun

Investor Saham Disarankan Hati-hati
The Fed Sudah Kehabisan Peluru?
http://pasarmodal.inilah.com/read/detail/1768127/the-fed-sudah-kehabisan-peluru

Antisipasi Lebaran, Telkomsel Tambah Kapasitas
http://pasarmodal.inilah.com/read/detail/1768238/antisipasi-lebaran-telkomsel-tambah-kapasitas

Tren Harga Saham ASII Ditentukan Hari Ini
http://pasarmodal.inilah.com/read/detail/1768139/tren-harga-saham-asii-ditentukan-hari-ini

Harga Saham Naik Tajam, Saham STAR Diawasi
http://pasarmodal.inilah.com/read/detail/1768250/harga-saham-naik-tajam-saham-star-diawasi

Mandom menunda pindah produksi
http://investasi.kontan.co.id/v2/read/1314144600/76103/Mandom-menunda-pindah-produksi

SMCB memperluas pasar dengan menekan margin
http://investasi.kontan.co.id/v2/read/1314144000/76102/SMCB-memperluas-pasar-dengan-menekan-margin

Semester I, Realisasi Capex Unilever Rp870 Miliar
http://economy.okezone.com/read/2011/08/24/278/495597/semester-i-realisasi-capex-unilever-rp870-miliar

Pasokan terbatas, harga CPO mulai berbalik menguat
http://investasi.kontan.co.id/v2/read/1314147600/76111/Pasokan-terbatas-harga-CPO-mulai-berbalik-menguat

Minat investor susut, lelang SUN terserap Rp 830 miliar
http://investasi.kontan.co.id/v2/read/1314146400/76108/Minat-investor-susut-lelang-SUN-terserap-Rp-830-miliar

MI minta dikecualikan dari kewajiban minimal MKBD
http://investasi.kontan.co.id/v2/read/1314148200/76113/MI-minta-dikecualikan-dari-kewajiban-minimal-MKBD-

Reli tinggi, indeks S&P 500 berhasil bangun dari valuasi terendah sejak 2009
http://investasi.kontan.co.id/v2/read/1314141921/76100/Reli-tinggi-indeks-SP-500-berhasil-bangun-dari-valuasi-terendah-sejak-2009

Harga emas alami penurunan terbesar dalam setahun terakhir
http://investasi.kontan.co.id/v2/read/1314143540/76101/Harga-emas-alami-penurunan-terbesar-dalam-setahun-terakhir

CPIN: 2,600-2,900. If good performance persists, CPIN full year 2011 net profit could breach IDR2.5 trillion (EPS: 152), or only up 14% from IDR2.2 trillion at the end of 2010. It is now trading at 18.4X 2011 earnings, far above its historical average high p/e ratio of 14.9X. At a simple discounted model, CPIN should be fairly valued at IDR2,600. It is a sell on strength now

REMINDER::: DKFT menargetkan right issue Rp1tn (DKFT, Rp1.180) • Central Omega Resources berencana menggelar right issue pada September 2011 dengan mengincar dana maksimal Rp1tn. Sumber dana hasil right issue akan digunakan untuk membiayai pembangunan pabrik smelter nikel di Sulawesi. Nilai total investasi pembangunan pabrik tersebut sebesar Rp4-5tn. Dalam right issue itu, pemegang saham mayoritas, PT Jinsheng Mining, akan bertindak sebagai stand buy buyer.

Tuesday, August 23, 2011

Counting Down: 11 Days Of The Last Registration of Workshop CTA HITSAHAM

Ikutilah Workshop CTA HITSAHAM Level Intermediate - Pre Advanced (Hanya sekali diadakan) di Jakarta (10-11 September; Hotel Sofyan Tebet Jakarta Selatan) & Surabaya (24-25 September; Hotel Novotel Jl. Ngagel*).
Jika Anda ingin mendapatkan hasil Trading saham yang memuaskan anda di saat BULL RALLY / CRASH?  Telah terdaftar di Jakarta (9 Orang); Surabaya (5 orang). 


BONUS THE 1st IN INDONESIA: "Edukasi basic mengenai High Frequency Trading (HFT) yang heboh di AS, menjadi salah satu penyebab CRASHNYA 2008 & MINI CRASH MEI & AGUSTUS 2011 (Dengan istilah populernya FLASH CRASH), untuk mengantisipasi kedatangannya di Indonesia (Elty.jk)"

Be The 1st To Know Market When Bull Rally / Crash.
Click The Link For More Information (Materi/ Harga/ Jadwal):

Saksikan Analisa Saham Astro & Interaktif Saham Movers & Shakers 24/08; 19.00-20.00 (Rerun 22.00 Wib & 07.30 Wib); Power Breakfast 26/08; 09.00 - 09.45 Wib; Edisi Khusus Astrology (Moon Cycle + Solar 24 + Zodiac) 29/08. Hanya di MNC Business Indovision Channel 95/ Top TV & Okevision Channel 99.  

Track Record: Trading Buy 23/08 & Buy Nekad V

23/08: Trading Buy from Open (INDF (+4.65%)/ ICBP (+2.67%)/ MAPI (0)/ UNVR (0.9%)/ GGRM (0), Coal , ASII (Buy jika tembus 67.900), 4 Top Banks (BBRI +1.57%/ BMRI +1.47%/ BBNI + 2.46%/ BBCA +2.58%, SMGR (+2.2%)/ INTP (+0.33%)/ CFIN (-7.93%)/ AISA (+1.33%)/ AKRA (-3.63%)/ GJTL (+1.72%)/ SSIA (0) = Net Gross +12.60% = +0.66% (Average 19 saham)

HOLD BUY NEKAD V (Sesi 2: 19-08)
: ASII 66.700 (23/08: Close 67.250)/ BBRI 6.500 (23/08: close 6.450)/ BBCA 7.900 (23/08: close 7.950)/ PGAS 3.350 (23/08: close 3.225)/ INTA 730 (23/08: close 780)/ CPIN 2.650 (23/08: close 2.800)/ BKSL 200 (23/08: close 210)/UNVR 16.700 (23/08: close 16.800). Risk < -4.5%. 23/08: BUY BORN 1.190 target 1.270; HRUM Buy 7.700-7.800 area target 8.200/8.300 stop loss <5%"  2011-08-23 4:59 AM = 11.59 WIB. Hold Until 25-08.

@Market Profile: IHSG (B) vs DJIA (C) = Bear Market Rally Continues

IHSG:
DJIA:

Commodity: Debunking 'The Gold Bubble' in 3 Charts

Debunking 'The Gold Bubble' in 3 Charts
Gold continued to make headlines this week, reaching nearly $1,900 an ounce on Friday before resting around the $1,850 level. Gold’s 15 percent rise to new nominal highs over the past month has rekindled “gold bubble” talk from many pundits. Long-term gold bulls have been forced to listen to these naysayers since gold reached $500 an ounce. If you would have joined their groupthink then, you would’ve missed gold’s roughly 270 percent rise since.

Read More: http://www.econmatters.com/2011/08/debunking-gold-bubble-in-3-charts-guest.html

Weekly Charting Precious Metals Gold Silver And Platinum
While Gold received most of the headlines/attention in the last few weeks, what has been quietly happening to Silver and Platinum prices? Let’s take a look at the parabolic move in Gold and see what the companion moves have been in related precious metals Silver and Platinum.

Read More: http://www.dailymarkets.com/stock/2011/08/22/weekly-charting-precious-metals-gold-silver-and-platinum/

Commodity Currencies Advance As Markets Price In QE3

Fundamental Headlines

• Gold Advances to Record as Platinum Climbs – Bloomberg

• Housing’s Drag on Economy May Worsen – Bloomberg

• Italy’s Debt May Swell as Austerity Chokes Growth – Bloomberg

• Bernanke to Aid Recovery with Gradual Boost in Dosage – Reuters

• Rebels Seize Most of Tripoli – WSJ

Read More: http://www.dailymarkets.com/forex/2011/08/22/commodity-currencies-advance-as-markets-price-in-qe3/

Laporan & Rumor Saham Indonesia 23-08 (Refresh)

Bloomberg: Clipan Finance Declines to Four-Month Low After Share Sale Plan

Bloomberg: *INDONESIA AUG. INFLATION MAY REACH UP TO 1%, BRODJONEGORO SAYS. *INDONESIA AUG. INFLATION MAY BE DRIVEN BY RICE: BRODJONEGORO

Bloomberg: *AXIATA SAYS 2Q PROFIT BOOSTED BY EARNINGS FROM XL IN INDONESIA

Bloomberg: Bumi Resources Tbk PT Raised to 'Buy' at Kim Eng Securities

Bloomberg: PP London Sumatra Cut to 'Neutral' at CIMB

Bloomberg: Asia Stocks Climb as Exporters Rise on Fed Stimulus Hopes, China

Sempat Labil, IHSG Akhirnya Melesat 40 Poin 
http://finance.detik.com/read/2011/08/23/161015/1709393/6/sempat-labil-ihsg-akhirnya-melesat-40-poin

Hore! Meski Asing Net Sell, IHSG Tetap Naik 1,06%. net foreign sell Rp65,7 miliar
http://pasarmodal.inilah.com/read/detail/1768057/hore-meski-asing-net-sell-ihsg-tetap-naik-106

IHSG masih menghijau dengan lonjakan 1,06% di penutupan sesi II

http://investasi.kontan.co.id/v2/read/1314090686/76073/IHSG-masih-menghijau-dengan-lonjakan-106-di-penutupan-sesi-II

Wow! Cadangan Devisa RI Tembus US$ 124,5 miliar 
http://finance.detik.com/read/2011/08/23/144051/1709277/5/wow-cadangan-devisa-ri-tembus-us--1245-miliar

Kinerja Positif, Saham Semen Bisa Jadi Pilihan
http://pasarmodal.inilah.com/read/detail/1767967/kinerja-positif-saham-semen-bisa-jadi-pilihan

Astra Agro Berhasil Jual 688,89 Rb Ton CPO
http://pasarmodal.inilah.com/read/detail/1768004/astra-agro-berhasil-jual-68889-rb-ton-cpo

Komoditas Dorong Bursa Saham Eropa Reli
http://pasarmodal.inilah.com/read/detail/1768015/komoditas-dorong-bursa-saham-eropa-reli

RUPSLB Eratex Setujui Konversi Utang ke Saham
http://pasarmodal.inilah.com/read/detail/1768005/rupslb-eratex-setujui-konversi-utang-ke-saham

ERTX Harap Raih Penjualan US$16 Juta
http://pasarmodal.inilah.com/read/detail/1768021/ertx-harap-raih-penjualan-us16-juta

PGN Rencana Tambah Kepemilikan di CBM Lematang
http://pasarmodal.inilah.com/read/detail/1767912/pgn-rencana-tambah-kepemilikan-di-cbm-lematang

Dirumorkan bangun pabrik 33.000 ha, saham MASA rebound dari penurunan tajam
http://investasi.kontan.co.id/v2/read/1314089365/76069/Dirumorkan-bangun-pabrik-33.000-ha-saham-MASA-rebound-dari-penurunan-tajam

TCID tunda pemindahan produksi dari Jepang ke Indonesia
http://investasi.kontan.co.id/v2/read/1314088057/76066/TCID-tunda-pemindahan-produksi-dari-Jepang-ke-Indonesia

ROTI targetkan kenaikan kapasitas produksi jadi 1,8 juta potong per hari
http://investasi.kontan.co.id/v2/read/1314086961/76064/ROTI-targetkan-kenaikan-kapasitas-produksi-jadi-18-juta-potong-per-hari

Saham STAR terjaring daftar unusual market activity
http://investasi.kontan.co.id/v2/read/1314089721/76071/Saham-STAR-terjaring-daftar-unusual-market-activity


ETWA:::: RUMORS: China Petroleum & Chemical (Sinopec) is eyeing a stake in Eterindo Wahanatama as part of its plans to expand market to South East Asian region. Talks on the street are that sinopec may buy etwa above IDR700 or equal with a price to book value of 1.9X.

BUMI Siapkan Rp3,9 Triliun Buyback Saham
http://pasarmodal.inilah.com/read/detail/1767884/bumi-siapkan-rp39-triliun-buyback-saham

Harga Sawit Tinggi, Laba London Sumatra Melesat 112,1% 
http://finance.detik.com/read/2011/08/23/104018/1708992/6/harga-sawit-tinggi-laba-london-sumatra-melesat-1121

BORN Temukan Cadangan Baru
http://pasarmodal.inilah.com/read/detail/1767846/born-temukan-cadangan-baru

Laba Bersih Dirilis, Target INDF Rp6.700
http://pasarmodal.inilah.com/read/detail/1767751/laba-bersih-dirilis-target-indf-rp6700

REMINDER::: MYOH akan backdoor listing
MYOH akan melakukan RUPSLB Tgl 30 September 2011, persetujuan penerbitan HMETD, persetujuan pengambilalihan saham PT Sims Jaya Kaltim dgn menggunakan dana hasil penawaran umum terbatas I, persetujuan perubahan kegiatan usaha utama perseroan mjd investasi di bidang usaha pertambangan batu bara dn jasa pertambangan

LSIP 1H NET PROFIT UP 112% TO IDR886.4 BILLION FROM IDR417.8 BILLION

REMINDER::: MYOH akan backdoor listing

MYOH akan melakukan RUPSLB Tgl 30 September 2011, persetujuan penerbitan HMETD, persetujuan pengambilalihan saham PT Sims Jaya Kaltim dgn menggunakan dana hasil penawaran umum terbatas I, persetujuan perubahan kegiatan usaha utama perseroan mjd investasi di bidang usaha pertambangan batu bara dn jasa pertambangan

Multifinance: Clipan Finance Indonesia (CFIN.IJ) will conduct rights issues V of 1.17b shares. The company will also to issue warrant V as a sweetener of 911.15m shares. The rights issue ratio is 20: 9 (new), with offer price of Rp500 per share. Every 9 shares will get 7 free warrants V. The warrant exercise price is Rp550, with exercise period 9 April 2012 – 6 October 2014.

PT Myoh Technology Tbk, a technology information company, plans a back door listing by acquiring coal mining and services PT Sims Jaya Kaltim from Samtan Co Ltd. In an agenda of extraordinary general meeting submitted to Indonesian  Central Securities Depository, Myoh will use proceed from rights issue to support the acquisition. South Korea's company Samtan owns 49% shareholding in coal miner PT Kideco Jaya Agung, which is also 46% owned by PT Indika Energy Tbk and 5% owned by PT Muji Inti Utama. However, there is no clear information about the proceed generated from the rights issue. Sims Jaya Kaltim is one of contractors working for Kideco. Sims Jaya's equity is US$2 million. Samtan has partnered with the US-based company Samchully. Sim Jaya, founded on April 1 2001, is represented by Lim Jae Jung with 528 local and five korean employees. In 2003, the company recorded US$19.19 million revenue and US$1.8 million net profit. Prior to the rights issue, Myoh plans to reverse its outstanding shares. MYOH stocks today surged 14% on the backdoor's plan.

SDRA: 200-260. It is now trading at a p/e ratio of only 4.5X 2011 earnings, far below the small-banking industrial average p/e ratio of 14X. At that average, SDRA should be fairly valued at IDR616. Full year 2011 net profit could rise to exceed IDR110 billion, up 83% from IDR60 billion at the end of 2010 due to higher net interest income and lower cost of funds. Best buy is at any levels below IDR250.


Saham POLY Berpeluang Menuju Rp1.000
http://pasarmodal.inilah.com/read/detail/1767850/saham-poly-berpeluang-menuju-rp1000 


Hari ini, harga emas batangan menembus Rp 576.000 per gram
http://investasi.kontan.co.id/v2/read/1314066723/76007/Hari-ini-harga-emas-batangan-menembus-Rp-576.000-per-gram

Mengepung luar Jawa dengan pabrik roti baru
http://investasi.kontan.co.id/v2/read/1314065982/76004/Mengepung-luar-Jawa-dengan-pabrik-roti-baru

Koreksi Saham Astra Seret IHSG ke Teritori Negatif 
http://finance.detik.com/read/2011/08/23/094037/1708922/6/koreksi-saham-astra-seret-ihsg-ke-teritori-negatif

Laporan dari Singapura
Ekonomi Asia Diprediksi Melambat 0,5% 
http://finance.detik.com/read/2011/08/23/095243/1708944/4/ekonomi-asia-diprediksi-melambat-05


IHSG Hari Ini Akan Fluktuatif dan Cenderung Naik
http://pasarmodal.inilah.com/read/detail/1767855/ihsg-hari-ini-akan-fluktuatif-dan-cenderung-naik

Buyback Saham, 'Maintain Buy' Saham BUMI
http://pasarmodal.inilah.com/read/detail/1767857/buyback-saham-maintain-buy-saham-bumi


Bloomberg: Bumi Plans to Buy Back Shares for as Much as 3.9 Trillion Rupiah

Bloomberg: Multistrada May Form Venture With Japan Investor, Daily Reports

Bloomberg: Sidomulyo Selaras Targets 100% Profit Growth, Bisnis Reports

Jakarta Stocks Poised For Higher Open
http://news.ino.com/headlines/?newsid=82220111155

Indonesia Stocks: Bumi Resources, Bank Danamon, Semen Gresik
http://www.bloomberg.com/news/2011-08-22/indonesia-stocks-bakrie-brothers-danamon-inco-indonesia.html

Inilah Rekomendasi Saham Pilihan Selasa (23/8)
http://pasarmodal.inilah.com/read/detail/1767741/inilah-rekomendasi-saham-pilihan-selasa-238

Rekomendasi Saham
IHSG Mulai Naik Tipis-tipis 
http://finance.detik.com/read/2011/08/23/072824/1708833/6/ihsg-mulai-naik-tipis-tipis

Rekomendasi: Saham apa yang menarik hari ini?
http://www.bisnis.com/articles/rekomendasi-saham-apa-yang-menarik-hari-ini-51

Saham ENRG Terbanyak Dibeli Asing, Senin (22/8)
http://pasarmodal.inilah.com/read/detail/1767714/saham-enrg-terbanyak-dibeli-asing-senin-228

Saham BUMI Terbanyak Dijual Asing, Senin (22/8)
http://pasarmodal.inilah.com/read/detail/1767676/saham-bumi-terbanyak-dijual-asing-senin-228

Perlambatan Ekonomi Eropa Siap Gerogoti Rupiah
http://pasarmodal.inilah.com/read/detail/1767786/perlambatan-ekonomi-eropa-siap-gerogoti-rupiah

Inilah Beda 'Market Crash' 2008 dan 2011
http://pasarmodal.inilah.com/read/detail/1767735/inilah-beda-market-crash-2008-dan-2011

Target Kredit Tercapai, BBKP Melaju Kencang
http://pasarmodal.inilah.com/read/detail/1767841/target-kredit-tercapai-bbkp-melaju-kencang

PTPP Terbitkan MTN senilai Rp150 Miliar
http://pasarmodal.inilah.com/read/detail/1767685/ptpp-terbitkan-mtn-senilai-rp150-miliar

Market Bullish, Harga INDF Rp10.000
http://pasarmodal.inilah.com/read/detail/1767769/market-bullish-harga-indf-rp10000

SSIA jual lahan 200 hektare
http://investasi.kontan.co.id/v2/read/1314063437/75993/SSIA-jual-lahan-200-hektare

GJTL menambah belanja modal untuk kerek kapasitas produksi
http://investasi.kontan.co.id/v2/read/1314062043/75989/GJTL-menambah-belanja-modal-untuk-kerek-kapasitas-produksi

Intiland akan meluncurkan proyek baru di semester II
http://investasi.kontan.co.id/v2/read/1314061168/75988/Intiland-akan-meluncurkan-proyek-baru-di-semester-II

META refinancing utang senilai Rp 750 miliar
http://investasi.kontan.co.id/v2/read/1314059328/75987/META-refinancing-utang-senilai-Rp-750-miliar

Untuk kali pertama, harga emas bertengger di atas US$ 1.900
http://investasi.kontan.co.id/v2/read/1314057717/75982/Untuk-kali-pertama-harga-emas-bertengger-di-atas-US-1.900-

JAKARTA (Dow Jones)--Indonesian gas distributor PT Perusahaan Gas Negara (PGAS.JK) plans this year to spend up to IDR1.5 trillion ($175 million) to acquire stakes in several gas and oil blocks in efforts to fulfil the domestic gas demand, an official at the company said. "We expect to complete acquisitions of minority stakes in two gas and oil companies this year," Investment Planning Director Wachid Sutopo told Dow Jones Newswires late Monday. He didn't name the two companies that are targets of the acquisitions. Sutopo said that his company plans to be more aggressive in looking for possibility to increase its gas supply to domestic customers. Gas Negara distributes and sells 780 million cubic feet a day each year, far  below domestic industrial demand  of 2,700 mmscfd.

*DJ Bank Danamon Target Cut To IDR5100 Vs IDR5700 By Credit Suisse

Palm oil producer PT PP London Sumatra Indonesia Tbk (Lonsum) today reported a 112.14% jump in net profit for the first 6 months of this year as sales rose 51.59%. In the financial statement published today, London Sumatra reported Rp886.26 billion attributable profit in 1H 2011 from Rp417.78 billion in 1H 2010.
Operating profit surged 92.14% to Rp1.06 trillion from Rp550.18 billion, sending a higher margin to 44.54% from 35.12%. London Sumatra's gross profit rose 68.69% to Rp1.27 trillion from Rp750.39 billion, while sales increased 51.59% to Rp2.38 trillion from Rp1.57 trillion.

Trades of the Day...
Fundamentally:
CIMB menurunkan rating sektor plantation dari trading buy menjadi NEUTRAL karena melambatnya momentum pertumbuhan pada 2H11, dengan slowdown memasuki 2012. harga CPO tetap menjadi resiko karena perlambatan ekonomi dunia. Kami menurunkan target PER kami sebesar 12-15%, sehingga memangkas target price sebesar 12-20%. Kami menurunkan rating untuk LSIP, SGRO & BWPT dari outperform menjadi NEUTRAL dengan target harga masing-masing Rp2500, 3600, 1300. Kami mempertahankan rating NEUTRAL untuk AALI dengan target harga Rp23800 dan satu-satunya OUTPERFORM untuk SIMP dengan target harga Rp1600. AALI menghasilkan dividend yield tertinggi sementara SIMP menawarkan yield dan growth prospect.

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