2nd SESSION JCI on 28.02.12
(By: Gita Adiwoso - D'Origin)
IHSG @3903.55 (+42.54 pts) (+1.10 %)
(H: 3907.14 ; L: 3858.08)
Value: 4.332 T (NG 611 B )
Volume: 3.067 B (NG 277 M )
Foreign Nett Sell: 369 B
Incl. Crossing:
ASII @ 69.650 ~ 240 B (F vs F)
USD/IDR: 9130 (On Shore)
9125 (Off Shore)
JCI for tomorrow:
Support: 3858 ; 3838
Resistance: 3952 ; 3976
6 MARKET DRIVEN BY SECTOR
MANUFACTUR (+1.38%) (1.645 T )
FINANCE (+1.06%). (759.958 B )
MINING. (+0.80%) (650.552 B )
TRADE. (+1.17%). (470.144 B )
INFRASTRUC (+0.54%) (368.797 B )
PROPERTY. (+0.89%) (301.510 B )
7 NETT BUY STOCKs BY FOREIGNers
GGRM. @ 52371 (21.55 B )
PTBA. @ 20764 (17.29 B )
ENRG. @ 192. (15.01 B )
ASRI. @ 558. (14.39 B )
BBCA. @ 7439 (10.38 B )
ITMG. @ 43162(9.72 B )
INCO. @ 3533. (9.11 B )
7 NETT SELL STOCKs BY FOREIGNers
ASII. @ 69576 (176.91 B )
BBRI. @ 6691. (75.05 B )
ADRO @ 1886. (41.54 B )
AKRA @ 3592. (31.01 B )
UNTR. @ 27906 (21.37 B )
SMGR @ 10629 (20.72 B )
BBNI. @ 3568. (19.04 B )
8 MOST ACTIVE STOCKs BY VALUE
ASII. @ 69800 (+1.60%)
BMRI. @ 6250. (+3.30%)
BBRI. @ 6650. (0.00%)
UNTR @ 28250 (+3.29%)
SMGR@ 10850 (+3.29%)
ITMG. @ 43200 (+3.10%)
ADRO@ 1900. (+0.52%)
BBNI. @ 3600. (+0.69%)
8 MOST ACTIVE STOCKs BY VOLUME
FREN. @ 103. (594.144 Lot)
ENRG. @ 192. (575.814 Lot)
DEWA @ 98. (549.611 Lot)
MDLN. @ 400(271.937 Lot)
LCGP. @ 126 (227.227 Lot)
TRAM @ 890(194.774 Lot)
ASRI. @ 560(147.937 Lot)
GDST @ 144 (128.118 Lot)
Bloomberg: Woori Bank Denies Report It Is Seeking to Acquire Bank Saudara
Bank Rakyat FY Net 15.08T Rupiah; Analysts Est. 13.53T Rupiah
Indonesia Revised 2012 Budget Deficit About 2.2% of GDP: Rajasa
Net Sell Rp396 M, IHSG Masih 'Hijau'
http://pasarmodal.inilah.com/read/detail/1835277/net-sell-rp396-m-ihsg-masih-hijau
Investor Asing Agresif Beli, IHSG Rebound 42 Poin
http://finance.detik.com/read/2012/02/28/160956/1853659/6/investor-asing-agresif-beli-ihsg-rebound-42-poin
ASII akan Bagikan Sisa Dividen Rp1.380 per Saham
http://pasarmodal.inilah.com/read/detail/1835216/asii-akan-bagikan-sisa-dividen-rp1380-per-saham
HRUM Proyeksikan Produksi Batubara 9,8 Jt Ton
http://pasarmodal.inilah.com/read/detail/1835189/hrum-proyeksikan-produksi-batubara-98-jt-ton
BNI Bagi-bagi Dividen Maksimal Rp 1,7 Triliun
http://finance.detik.com/read/2012/02/28/163632/1853707/6/bni-bagi-bagi-dividen-maksimal-rp-17-triliun
Laba Bersih BTN Capai Rp1,1 Triliun
http://pasarmodal.inilah.com/read/detail/1835149/laba-bersih-btn-capai-rp11-triliun
BBCA Raih Laba Bersih Rp10,21 T di 2011
http://pasarmodal.inilah.com/read/detail/1835140/bbca-raih-laba-bersih-rp1021-t-di-2011
2012, Mandiri Sekuritas Bidik 6 IPO & 11 Obligasi
http://pasarmodal.inilah.com/read/detail/1835249/2012-mandiri-sekuritas-bidik-6-ipo-11-obligasi
ADRO pikir ulang berikan pinjaman ke Bhakti Energi
http://investasi.kontan.co.id/news/adro-pikir-ulang-berikan-pinjaman-ke-bhakti-energi
Januari, AALI Jual CPO Capai 96.662 Ton
http://pasarmodal.inilah.com/read/detail/1835235/januari-aali-jual-cpo-capai-96662-ton
Berlian Laju Tanker Gagal Bayar Bunga Enam Obligasi
http://finance.detik.com/read/2012/02/28/110001/1853277/6/berlian-laju-tanker-gagal-bayar-bunga-enam-obligasi
Bursa Eropa menghijau akibat voting Jerman
http://investasi.kontan.co.id/news/bursa-eropa-menghijau-akibat-voting-jerman
Pefindo turunkan rating BTEL
http://investasi.kontan.co.id/news/pefindo-turunkan-rating-btel
Astra Gains, Biggest Boost to Index, as Profit Beats Estimates
*DJ Indonesia Official: China's SDIC To Invest IDR1.6 Tln Initially For Cement Plan This Year
*S&P REPORT: INDONESIA'S INFRASTRUCTURE A GROWTH LIMITATION
*S&P: INDONESIA CAN SEE STRONGER GROWTH FROM INFRASTRUCTURE INVT
BLOOMBERG: *BANK NEGARA INDONESIA EXPECTS 18%-20% LOAN GROWTH FOR 2012
Indonesia Expects to Complete Land Acquisition Rules in March
*DJ Indonesia Minister: To Propose Subsidy Of IDR2,000/Liter For Gasoline, Diesel
*DJ Indonesia Minister: To Propose IDR1,500/Liter Rise For Gasoline, Diesel Price
1st SESSION JCI on 28.02.12
(By: Gita Adiwoso - D'Origin)
IHSG @ 3865.11(+4.10 pts) (+0.10 %)
(H: 3888.30 ; L: 3858.08)
Value: 1.774 T (NG 271 B )
Volume: 1.149 B (NG 80 M )
Foreign Nett Sell: 115 B
USD/IDR: 9155 (On Shore)
9146. (Off Shore)
JCI for today:
Support: 3830 ; 3808
Resistance: 3902 ; 3953
6 MARKET DRIVEN BY SECTOR
MANUFACTUR (+0.53%) (748.129 B )
FINANCE (-0.28%) (253.041 B )
MINING. (-0.12%). (251.620 B )
TRADE. (-0.82%) (210.547 B )
INFRASTRUC (+0.69%) (163.514 B )
PROPERTY. (+0.22%) (113.216 B )
7 NETT BUY STOCKs BY FOREIGNers
GGRM @ 51842(10.17 B )
TLKM @ 6979. (7.41 B )
INDF. @ 4884 (6.98 B )
PTBA @ 20758(5.84 B )
ASRI. @ 551. (5.37 B )
INTP. @ 16526(5.02 B )
BBCA. @ 7386. (4.97 B )
7 NETT SELL STOCKs BY FOREIGNers
BMRI. @ 6051. (32.17 B )
SMGR @ 10520(20.60 B )
ADRO @ 1881. (16.11 B )
AKRA @ 3599. (13.26 B )
ASII. @ 69487(11.44 B )
BBNI. @ 3544. (10.60 B )
UNTR @ 27607(8.29 B )
8 MOST ACTIVE STOCKs BY VALUE
ASII. @ 69400(+1.01%)
BMRI. @ 6000. (-0.82%)
TRAM @ 890. (+1.13%)
BBRI. @ 6650. (0.00%)
UNTR. @ 27450(+0.36%)
SMGR @ 10400 (-1.42%)
AKRA @ 3575. (-3.37%)
ADRO @ 1870. (-1.05%)
8 MOST ACTIVE STOCKs BY VOLUME
DEWA. @ 98. (360.175 Lot)
TRAM @ 890 (172.646 Lot)
ENRG. @ 191. (167.136 Lot)
LCGP. @ 130. (87.898 Lot)
FREN. @ 102. (74.552 Lot)
LPKR. @ 690 (61.247 Lot)
ASRI. @ 550 (57.093 Lot)
BKSL. @ 245 (53.839 Lot)
Indonesia Stock Movers: Astra International, Elnusa, Medco
http://www.bloomberg.com/news/2012-02-28/indonesia-stock-movers-astra-international-elnusa-medco.html
Bank Negara Indonesia 2011 Net Profit IDR5.81 Tln Vs IDR4.10 Tln
BN 02/28 03:15 *BANK NEGARA FY NET 5.81T RUPIAH; ANALYSTS EST. 5.47T RUPIAH
Bloomberg: Astra International Raised to Overweight at HSBC
Bloomberg; Jasa Marga Plans to Enter Property Business After March: Post
Berau to Increase Capex to $691 Million Until 2014, Daily Says
Rubber Futures Decline as Much as 1.4% in Tokyo
Asian Currencies Rise on Lower Oil Prices, ECB’s LTRO Tomorrow
Bloomberg: Palm Oil Gains as Much as 0.4% to 3,297 Ringgit a Metric Ton
Berau Coal, Jasa Marga, Pembangunan: Indonesia Equity Preview
http://www.bloomberg.com/news/2012-02-28/berau-coal-jasa-marga-pembangunan-indonesia-equity-preview.html
IHSG Dibuka Menguat 0,6% ke 3.861,33
http://pasarmodal.inilah.com/read/detail/1835127/ihsg-dibuka-menguat-06-ke-386133
Laba Bersih BBRI Capai Rp14,14 T di 2011
http://pasarmodal.inilah.com/read/detail/1835120/laba-bersih-bbri-capai-rp1414-t-di-2011
Harga Saham Tinggi, Astra Stock Split 1:10
http://finance.detik.com/read/2012/02/28/101530/1853212/6/harga-saham-tinggi-astra-stock-split-110
Inilah Menu Saham Pilihan Selasa (28/2)
http://pasarmodal.inilah.com/read/detail/1835010/inilah-menu-saham-pilihan-selasa-282
BLTA Lakukan Restrukturisasi Sejumlah Utang
http://pasarmodal.inilah.com/read/detail/1835003/blta-lakukan-restrukturisasi-sejumlah-utang
Saham MDLN Siap Menuju Rp700
http://pasarmodal.inilah.com/read/detail/1835098/saham-mdln-siap-menuju-rp700
IHSG Akan Bearish Secara Zigzag
http://pasarmodal.inilah.com/read/detail/1835000/ihsg-akan-bearish-secara-zigzag
Laba Bersih BNI Capai Rp5,6 T
http://pasarmodal.inilah.com/read/detail/1835105/laba-bersih-bni-capai-rp56-t
Bursa Asia Dibuka Mixed
http://pasarmodal.inilah.com/read/detail/1835117/bursa-asia-dibuka-mixed
Investor Pegang Cash, Trader Bagaimana?
http://pasarmodal.inilah.com/read/detail/1835009/investor-pegang-cash-trader-bagaimana
IHSG masih Berpotensi Melemah
http://pasarmodal.inilah.com/read/detail/1835109/ihsg-masih-berpotensi-melemah
Inilah Masalah Seputar Penerapan RDN
http://pasarmodal.inilah.com/read/detail/1834997/inilah-masalah-seputar-penerapan-rdn
Golkar Usul BBM Premium Naik Jadi Rp 6.500/liter
http://finance.detik.com/read/2012/02/28/085728/1853119/1034/golkar-usul-bbm-premium-naik-jadi-rp-6500-liter
Selain IPO, Big Daddy gelar konser Lady Gaga
http://investasi.kontan.co.id/news/selain-ipo-big-daddy-gelar-konser-lady-gaga/2012/02/28
Targetkan kenaikan capex, saham BRAU melaju
http://investasi.kontan.co.id/news/targetkan-kenaikan-capex-saham-brau-melaju/2012/02/28
Secara teknikal sudah tinggi, harga minyak melorot
http://investasi.kontan.co.id/news/secara-teknikal-sudah-tinggi-harga-minyak-melorot/2012/02/28
HEADLINE NEWS
• laba bersih ASII 2011 naik 23,79% jadi Rp 17,78 triliun
• ASII ajukan dividen final 2011 Rp 1380 per saham
• ASII rencana lakukan stock split rasio 1:10
• SMGR akan bangun 30 packing plant hingga 2015
• SMGR akan lakukan efisiensi biaya operasional dan biaya produksi
• BBNI laba bersih unaudited 2011 naik 28% jadi Rp 5,7 triliun
• Laba bersih BBCA 2011 unaudited tumbuh 18% jadi Rp 10,2 triliun
• BDMN alokasikan Rp1,25 triliun untuk lunasi obligasi
• BRAU naikkan capex menjadi USD 691 juta
• Laba bersih BRAU belum diaudit sekitar USD 180 juta
• ELTY rambah pasar properti di Yogyakarta.
• UNVR pertahankan harga jual di 1Q2012
• AMFG akan naikan kapasitas produksi kaca otomotif di 2012
• PJAA rencana melunasi obligasi yang jatuh tempo Juni 2012
• ERAA naikan target kontribusi penjualan smartphone jadi 90%
• TELE tambah modal kepada PT Telesindo Shop
• TELE incar distributor Apple
• BLTA masih lakukan pembicaraan restrukturisasi utang
• Chevron gandeng PTIS garap proyek USD 989 ribu
• Produksi ATPK meningkat 50%
• INAF rencana privatisasi PT Indofarma Global Medika
Commodities;
∙ Crude Oil-(barel)US$108.56 (-1.21)
∙ Gold-(troy oz)-US$1767.68 (-4.78)∙ Nickel
-(ton)-US$20155.00 (-20.00)
∙ Tin-(ton)-US$23705.00 (-145.00)
∙ Coal (Newc)/ton US$115.60 (-2.00)
∙ CPO Mal-(ton) MYR3180.50 (-0.50)
* weekly
Indeks Global;
∙ DOW: 12981.51 (-0.01%)
∙ NASDAQ: 2966.16 (0.08%)
∙ HANG SENG: 21217.86 (-0.88%)
∙ NIKKEI 225* : 9567.12 (-0.14%)
*running
Foreign Exchange
∙ USD/IDR*9,168.75 (120.75)
*running
Corporate Action;
∙ BIPI-RUPST-29/02
∙ SIMM-RUPSLB-29/02
Source : Bloomberg dan dari berbagai sumber
SELASA, 28/02/2012
Valbury Asia Securities
VIEW MARKET
Prediksi hari ini ; IHSG masih rawan koreksi
Sentimen pasar;
∙ S&P turunkan peringkat kredit jangka panjang Yunani menjadi selective
default (negatif)
∙ Parlemen Jerman menyetujui bailout Yunani (positif)
∙ forum Uni Eropa akan mengadakan pertemuan pada Kamis dan Jumat di
Brussel (neutral)
∙ IMF peringatkan ancaman perlambatan ekonomi dunia (negatif)
Range; 3809-3891
Perspekti teknikal: bearish pattern
TRADING IDEAS :
These recommendations based on technical and only intended for one day trading
ASII: Trading Buy∙
Close 68700, TP 70800
∙ Boleh buy di level 68300-68800
∙ Resistance di 70917 & support di 67617
∙ Waspadai jika pivot poin di 68183
∙ Batasi resiko di 68100
UNVR: Trading Buy
∙ Close 18600, TP 20000
∙ Boleh buy di level 18400-18700
∙ Resistance di 20067 & support di 17967
∙ Waspadai jika tembus pivot poin di 18383
∙ Batasi resiko di 18300
JSMR: Trading Buy
∙ Close 4650, TP 4800
∙ Boleh buy di level 4575-4675
∙ Resistance di 4825 & support di 4575
∙ Waspadai jika tembus support di 4575
∙ Batasi resiko di 4525
AALI: Trading Buy
∙ Close 21300, TP 22000
∙ Boleh buy di level 21000-21400
∙ Resistance di 22150 & support di 20950
∙ Waspadai jika tembus pivot poin di 20950
∙ Batasi resiko di 20850
UNTR: Trading Buy
∙ Close 27350, TP 27950
∙ Boleh buy di level 27150-27400
∙ Resistance di 28667 & support di 26767
∙ Waspadai jika tembus support di 27133
∙ Batasi resiko di 27000
SMCB: Trading Buy
∙ Close 2275, TP 2350
∙ Boleh buy di level 2250-2275
∙ Resistance di 2350 & support di 2250
∙ Waspadai jika tembus support di 2250
28/02/2012
Henan Putihrai Market Update
DJI 12981: -0.0%
Kospi 1999: +0.4%
NKY 9551: -0.9%
ASX 4267: +0.0%
Indo ETF 28.2: -1.5%
TLKM $30.3: -0.9%
ISAT $29.2: -1.2%
USD/IDR Rp9143
CPO MYR3235: +0.1%
OIL $107.9: -0.6%
NIKEL $20071: -0.1%
TIN $23670: -0.6%
GOLD $1768.3: +0.0%
· ASII Membukukan Kenaikan Laba 24%
· BDMN Akan Melunasi Obligasi
· Ekspor Benih Sawit Akan Meningkat
· Astra Honda Motor Akan Membeli Lahan SSIA
· BRAU Meningkatkan Belanja Modal
Henan Putihrai Key Calls :
ITMG ; buy di 41450-41500 ; stop loss di 41300 ; target di 43150-43200
INDY ; buy di 2550-2575 ; stop loss di 2475 ; target di 2675-2700
BN 02/28 01:51 *UBS ECONOMIST LARRY HATHEWAY COMMENTS ON OIL PRICE IN REPORT
BN 02/28 01:50 *OIL NEARING LEVELS `WHERE WORRIES HAVE ARISEN' IN PAST: UBS
BN 02/28 01:50 *OIL PRICES TO BECOME NEXT `RISK ITEM' FOR INVESTORS, UBS SAY
Oil Prices to Become Next `Risk Item' for Investors, UBS Says
2012-02-28 01:55:13.316 GMT Darren Boey
Feb. 28 (Bloomberg) -- Oil prices will becoming the next "risk item" for market participants as European concerns ease, according to Larry Hatheway, London-based chief economist at UBS AG. "Oil prices are already approaching levels where worries have arisen in the past," Hatheway wrote in a report dated today. "For oil consuming countries, rising prices will begin
to crimp purchasing power."
For Related News and Information:
Top Stories:{TOP}
Astra International [ PDF]
Another record year
ASII IJ / ASII.JK | OUTPERFORM - Maintained | Share Price Rp68700 - Tgt.
Rp79000
Autos | - by Erwan TEGUH / Cindy EFFENDI
Driven by all three key business lines, core profit broke 2010's record to hit
an all-time high of Rp17.5tr. 2012 is expected to be another record year despite
dampened sentiment. Outperform maintained. FY11 core profit was up 21% yoy
formed 100% and 101% of ours and consensus, while sales grew 26% yoy, 3-4%
higher than expectations. Nevertheless, we trim earnings to reflect downgrades
in AAL; lower car ASP. Our higher target price, pegged to +1std P/E, with
possible upside to +1.5std on an auto up-cycle.
Cimb call buy" SSIA". SSIA- Investor Daily reported
that Astra Honda Motor has interest to buy 40-80ha of land in Suryacipta City of
Industry, an industrial estate which is owned by SSIA's subsidiary. SSIA's
management admitted the company is participating in a bidding process and no
deal has been reached- should the deal go through, it would be another positive
catalyst for the stock. BUY with TP Rp1,290
