Jumat 11 okt 2013, dow naik banyak, trading pendek, tetap bawa cash long weekeend

Market Review

IHSG kembali berhasil ditutup menguat dalam tiga hari berturut pada perdagangan sore hari ini. Bersama sebagian bursa regional Asia, IHSG menguat merespon optimisme terhadap penyelesaian penetapan batas anggaran dan utang AS. Presiden Obama sendiri telah mengundang kedua partai, Demokrat dan Republik, untuk membicarakan penyelesaian batas anggaran dan utang. tersebut

IHSG ditutup menguat 29,24 poin (+0,66%) pada level 4486,68 poin. Sebanyak 157 saham ditutup menguat, 104 ditutup melemah dan 87 saham tidak berubah harganya. Dengan demikian, dalam tiga hari berturut, IHSG menguat 2,54%.

8 dari 10 indeks sektoral pada perdagangan sore hari ini ditutup menguat. Tiga sektor yang memimpin kenaikan IHSG : aneka industri (+3,08%), keuangan (+1,19%) dan infrastruktur (+1,12%). Sektor yang melemah signifikan : perdagangan (-1,10%). Investor asing melakukan

net sell  saham senilai Rp 230 miliar.

Sore ini indeks bursa regional Asia ditutup mixed. Indeks Nikkei 225 +1,12%,  Hang Seng -0,36%, Shanghai  -0,94%, STI +0,54% dan Bursa Korea -0,07%.



By : David Manurung – Brent Securities

 2nd SESSION JCI on 10.10.13
(By: Veni Fitriani - D'Origin)

IHSG @4486.68 (+29.240pts) (+0.656%)
(H: 4503.08 ; L: 4477.46)
Value: 6.130 T (NG 1.192 B )
Volume: 10.246 M Lot (NG 2.278 M Lot)
Foreign Nett Sell 229.89 B **
Incl.Crossing **
ASRI @610 ~ 242.95 B (D vs F) **
BBCA @10394 ~ 235.24 B (F vs F)
ABDA @4037 ~ 197.79 B (D vs F) **
Foreign Value 38.9%

*BUY (Regular)
F Buy 1800.4 B
D Buy 3137.3 B
*SELL (Regular)
F Sell 1528.4 B
D Sell 3409.3 B

USD/IDR:....!!!
11542 (Onshore)
11148 (Offshore)

JCI for tomorrow:
Support: 4422, 4386
Resist:    4505, 4565

6 MARKET DRIVEN BY SECTOR
FINANCE (+1.19%) (1,403.39 B )
TRADE (-1.10%) (1,388.47 B )
MANUFACTURE(+0.76%) (1,190.29 B )
PROPERTY (+0.42%) (815.52 B )
INFRASTRUCT(+1.12%) (776.18 B )
CONSUMER (-0.18%) (514.52 B )

7 NETT BUY STOCKs BY FOREIGNers
BBRI.   @8030. (81.98 B )
UNTR. @18160 (61.41 B )
SMGR @13831 (50.32 B )
BBNI.    @4431. (48.52 B )
TLKM @2290 (34.36 B )
ASII.    @6759.  (26.95 B )
AALI.   @20547 (18.33 B )

7 NETT SELL STOCKs BY FOREIGNers
GGRM @34552 (31.35 B )
LPKR.  @1027. (25.40 B )
BMRI.  @8727. (24.59 B )
INDF.    @6714.  (20.76 B )
ICBP.    @11047 (12.01 B )
BMTR @2041.  (11.89 B )
UNVR.  @30562 (10.64 B )

8 MOST ACTIVE STOCKs BY VALUE
MNCN @2600 (-10.34%)
BBRI.   @8050 (+1.90%)
ASII.    @6800 (+3.82%)
BMRI.  @8750 (+0.57%)
TRAM @1570 (+0.64%)
PGAS. @5350 (+1.90)
BBCA. @10600 (+1.92%)
TLKM @2325 (+2.20%)

8 MOST ACTIVE STOCKs BY VOLUME
VIVA.  @240 (624.929 lot)
ENRG @84.    (497.711 lot)
MNCN @2600 (289.084 lot)
TMPI.  @445 (282.959 lot)
TRAM @1570 (275.347 lot)
SUGI.   @460 (249.890 lot)
GAMA @480 (241.637 lot)
BRAU. @200 (239.761 lot)

"....Have a blessed Thursday evening...."

Friday (11/10/2013) Early BIRD Fundamental Perspective (Edwin Sebayang CSA®-MNC Securities)

Proposal yang ditawarkan Partai Republik di House of Representatives kepada Presiden Obama untuk memperpanjang waktu jatuh tempo Debt Ceiling selama 4 sampai 6 minggu menjadi pertengahan atau di akhir November dari sebelumnya tanggal 17 Oktober sehingga bisa terhindar dari default untuk beberapa mingggu kedepan menjadi faktor pendorong Dow Jones NAIK TAJAM sebesar +323.09 poin (+2.18%) ditutup dilevel 15126.07 disertai tajamnya kejatuhan -15.92% ditutup dilevel 16.48 ditengah masih berlakunya "partial shutdown" pegawai dan fasilitas pemerintahan serta naiknya data Weekly Jobless Claims tertinggi selama 6 minggu terakhir.

Merujuk TAJAM nya KENAIKAN DJIA sebesar +323.09 poin (+2.18%) & EIDO:US sebesar +3.56% maka dari ES hanya ada 1 kata untuk perdagangan Jumat ini yaitu "Hajar Kanan Dude" karena ES perkirakan IHSG berpeluang melanjutkan kenaikannya dan IHSG berpotensi ditutup diatas level 4,550.

DJIA +323.09 +2.18% 15126.07
S&P +36.16 +2.18% 1692.56
NASDAQ +82.97 +2.26% 3760.75
VIX -3.12 -15.92% 16.48
OIL +1.4 +1.38% 103.01
GOLD -10.3 -0.79% 1296.9
NICKEL +89 +0.65% 13,749
TIN -65 -0.27% 23,360
CPO +22 +0.93% 2,341
EIDO:US +0.90 +3.56% 26.20
TLK 40.14 (2,307)
IDR 11,480

Friday IDX Range: 4,474 - 4,562

BUY: ASII, BBRI, TLKM, ITMG, PGAS, BBNI, INTP, AALI, TINS, LSIP, BWPT, BMRI, SMGR, INCO (ES CSA®-MNC Sec/Disc On)

"Have A Fantastic Fiday & GBU All"

Friday (10/10/2013) Early BIRD Technical Prespective (Edwin Sebayang. CSA®-MNC Sec)

IDX Composite 4,474 - 4,562
Pola Three White Soldiers terbentuk atas IDX mengindikasikan Bullish Continuation.

Friday Stocks Pick:  ;
ASII 6650-7150 (TP 2013F:6900) Pola Three White Soldiers terbentuk atas ASII mengindikasikan Bullish Continuation. BUY 6750

BBRI 7950-8300 (TP 2013F:7800) Pola Three White Soldiers terbentuk atas BBRI mengindikasikan Bullish Continuation. BUY 8000

TLKM 2175-2325 (TP 2013F:2350) Pola Two White Soldiers terbentuk atas TLKM mengindikasikan Bullish Continuation. BUY 2225

ITMG 29500-31000 (TP 2013F:32500) Pola Three White Soldiers terbentuk atas ITMG mengindikasikan Bullish Continuation. BUY 29950

PGAS 5250-5700 (TP 2013F:6700) Pola Bullish Engulfing terbentuk atas PGAS mengindikasikan Bullish Continuation. BUY 5300

BBNI 4375-4550 (TP 2013F:5000) Pola Four Price Doji terbentuk atas BBNI mengindikasikan pergerakan konsolidasi. BUY 4400

INTP 19350-20050 (TP 2013F:24400) Pola Evening Doji Star terbentuk atas INTP mengindikasikan melambatnya aksi beli. BUY 19450

AALI 20300-21350 (TP 2013F:19800) Pola Three White Soldiers terbentuk atas AALI mengindikasikan Bullish Continuation. BUY 20700.

TINS 1610-1690 (TP 2013F:1410) Pola Evening Doji Star terbentuk atas TINS mengindikasikan melambatnya aksi beli. . BUY 1620

LSIP 1370-1500 (TP 2013F:1700) Pola Three White Soldiers terbentuk atas LSIP mengindikasikan Bullish Continuation. BUY 1420.

BWPT 910-1010 (TP 2013F:1100) Pola Three White Soldiers terbentuk atas BWPT mengindikasikan Bullish Continuation. BUY 930

BMRI 8650-9050 (TP 2013F:8900) Pola Hammer terbentuk atas BMRI mengindikasikan melambatnya aksi beli. BUY 8700

SMGR 13700-14400 (TP 2013F:15050) Pola Evening Doji Star terbentuk atas SMGR mengindikasikan melambatnya aksi beli. BUY 13800

INCO 2500-2650 (TP 2013F:2300) Pola Five White Soldiers terbentuk atas INCO mengindikasikan Bullish Continuation. BUY 2525 (ES CSA®-MNC Sec/Disc On)

Good morning,

Stocks closed out the session with a sharp bang Thursday, with major averages rallying more than 2 percent across the board, as lawmakers seemed to move closer to a deal to resolve the political stalemate in Washington.

Major averages logged their second-best gains this year.

House Speaker John Boehner said the GOP would offering a temporary increase in the debt ceiling in return for discussions with President Obama on other budget and deficit issues.

And President Barack Obama is willing to look at the proposal to extend the debt ceiling but insists that lawmakers end the government shutdown as well, according to a White House official.

President Obama and congressional leaders were set to meet on Thursday for further discussions.

Dow.........15126 +323.1+2.18%!!!
Nasdaq......3761 +82.9  +2.26%!!!
S&P 500.....1693 +36.2  +2.18%!!!
FTSE..........6430 +92.6  +1.46%
DAX...........8686 +169.1 +1.99%
CAC...........4218 +91.1   +2.21%!!!
Nikkei......14195 +156.9 +1.12%
HSI..........22951  -82.7    -0.36%
PSE...........6436  +58.2  +0.91%
Indo10Yr. 8.111%+0.029+0.36%
US10Yr.....2.68%  +0.03  +1.32%
VIX...........16.48    -3.12. -15.92%!!!
USD Index80.49   +0.13  +0.16%
Como Indx.287.38+2.38  +0.84%
DJUSCL......129.79+4.01  +3.19%
(Dow Jones US Coal Index)
IndoCDS....232.33 -6.17   -2.58%!!!
(5-yr INOCD5)
Oil.........102.89   +1.28  +1.26%
Gold....1286.96    -19.83  -1.52%
IDR......11148 -65  -0.58%(blmbrg)
Kurs Tengah BI  11542 vs 11540
Euro.....1.3521    -0.0004  -0.036%
TLKM....40.14+0.77+1.96%Rp2237
BumiPlc...215.00  -3.00    -1.38%
EIDO........26.20   +0.90  +3.56%!!!
Timah......23290   -65       -0.28%     Nickel......13700  +75      +0.55%
Coal.........79.10   +0.80   +1.02%
CPO.......2388RM +20 +0.84 $748
Corn.........438.25  -5.25    -1.18%
SoybeanOil.41.22 +0.55   +1.35%
Wheat......685.50  -5.00     -0.72%
DOC(24Sep)6750

(DE/ls- 11-10-13)

**************
Cimb: MNCN.JK | NEUTRAL - Maintained | Rp2,600.00 - TP: Rp3,000.00Mkt.Cap: US$3,279.00m | Avg.Daily Vol: US$5.50m | Free Float: 21.00%Media - Integrated | Author(s): Irenne ACHMAD +62 (21) 30061728,MNCN was reported to have lost ownership of its second most-watched TV network, MNC TV, to Tutut, after almost a decade-long legal drama. However, management plans to appeal, which suggests that the end is nowhere near. We are keeping our FY13-15 earnings forecasts, pending further clarity. We maintain our Neutral call, but cut our target price to Rp3,000, switching our target price basis from DCF (WACC 12.9%, LTG 6%) to 17.5x CY14 P/E, a 30% discount to our target multiple for peer SCMA, to price in the overhang risk.
1)      Bursa saham AS ditutup menguat tajam ke level 15.126/ naik 323 point (2.18%). EIDO naik 3.56% ke level 26.02 #kopipagi

2)      Optimisme muncul setelah ada perkembangan mengenai negosiasi batas hutang Amerika untuk jk pendek yg diajukan partai republik #kopipagi

3)      IHSG 10 Okt 2013 ditutup di 4486, naik 29 point (+0.65%).Asing net buy 247 Milliar. IHSG berpeluang naik ke kisaran 4500-4600. #kopipagi

4)      ASII potensi uji resisten 7000 dan 7200. Cum dev ASII 10 Okt sebesar Rp 64 #kopipagi

5)      MEDC potensi uji resisten 3000 dalam jangka menengah. BWPT uji resisten 1000, waspada profit taking. #kopipagi

6)      Saham TLKM bergerak di range 2250-2450.BMRI bergerak di range 8500-9000.BBCA bergerak di range 10450-11.000 #kopipagi

7)      Kemarin BUMI dan BRMS disuspend terkait penyelesaian hutang dgn CIC #kopipagi

8)      Grup Bhakti (MNCN,BMTR) kemarin melemah tajam setelah pihak Mbak Tutut memenangkan kasasi MA untuk memperebutkan TPI  #kopipagi

9)      Saham2 second liner yg sedang aktif ASGR, COWL, GAMA, BCIP, NIPS, CPGT, MPPA, SMSM. Waspadai volatilitas tinggi #kopipagi

10)  Minggu depan transaksi perdagangan akan dimulai hari Rabu dikarenakan cuti bersama dan libur Idul Adha #kopipagi

11)  “The most important rule of trading is to play great defense, not great offense." - Paul Tudor Jones #kopipagi

12)  Trader juga wajib belajar investasi saham. Baca “Smart Trader Rich Investor: The Baby Steps” http://bit.ly/ordertbs

13)  Demikian #kopipagi 11 Oktober 2013. Have a nice weekend and long holiday.Salam profit, Ellen May


--
Salam profit,



Ellen May
Market Research - First Asia Capital (PC) 11/10/2013

* Redahnya kekhawatiran ancaman krisis utang AS membuat aksi beli meningkat di pasar saham. IHSG berhasil melanjutkan penguatannya ditutup naik 29,240 poin (0,6%) di 4486,678. Saham pertambangan, perkebunan, aneka industri, dan infrastruktur menjadi motor penguatan indeks. Nilai transaksi di Pasar Reguler meningkat mencapai Rp.4,9 triliun dibandingkan rata-rata harian pekan ini sebesar Rp.4,25 triliun. Namun asing masih membukukan net selling yang mencapai Rp.230 miliar.
* Pelaku pasar merespon positif kemajuan pembicaraan negosiasi persetujuan anggaran antara pemimpin Republik di DPR AS dengan pemerintahan Obama yang berasal dari Demokrat. Partai Republik yang menguasai DPR AS juga setuju kenaikan pagu utang AS meskipun untuk jangka pendek guna mencegah default menjelang tenggat waktu 17 Oktober mendatang. Merespon hal tersebut, indeks utama Wall Street tadi malam ditutup melonjak. Indeks DJIA dan S&P masing-masing menguat 2,18%  ditutup di 15126,07 dan 1692,56. Indeks Nasdaq menguat 2,26% tutup di 3760,75.
* Sentimen positif dari pasar global tersebut diperkirakan akan mendorong aksi beli lanjutan hari ini. IHSG diperkirakan berpeluang melanjutkan penguatan dengan resisten di 4530 dan support di 4450.

IHSG : S1 4450  S2 4420  R1 4505  R2 4530

Saham Pilihan

PGAS 5200-5600 TB, SL 5100
ANTM 1470-1540 SoS, SL 1450
INCO 2425-2650 TB, SL 2400
BBRI 7900-8350 TB, SL 7850
BBTN 920-1040 Buy, SL 900
LPCK 4900-5450 Buy, SL 4750
MDLN 750-800 TB, SL 710
SMGR 13150-14550 TB, SL 13000
ENRG 80-88 TB, SL 78
BRAU 192-220 TB, SL 190

Disclaimer On
First Asia Research
LOTS Trading Club™ | lots.co.id
Lautandhana Securindo | YJ
Global Market Statistics 11 Oct 2013

DJIA.........15126 +323. +2.18%
S&P 500....1692 +36.2 +2.18%
Nasdaq......3761 +82.9 +2.26%
FTSE..........6430 +92.6 +1.46%
CAC...........4218 +91.1 +2.21%
DAX...........8686 +169. +1.99%
Nikkei......14195 +157. +1.12%
HSI..........22951  -82.7  -0.36%
US10Yr.......2.68 +0.02 +0.75%
EUR........1.3525 +0.00 +0.01%
IDR..........11148  -65.0  -0.58%
EIDO.........26.20 +0.90 +3.56%
TLK...........40.14 +0.77 +1.96%
BUMI Plc...215.0  -3.00  -1.38%
CrudeOil...103.0 +1.40 +1.38%
Gold..........1286  -33.4  -2.53%
Tin...........23290  -65.0  -0.28%
Nickel......13700 +75.0 +0.55%
Coal.........79.10 +0.80 +1.02%
CPO......RM2388 +19.0 +0.80%
DOC..........6750 (24 Sep 2013)

Global Market Snapshot
=================
• Major U.S. stock indexes posted their strongest rally in more than nine months on Thursday after signs of progress in negotiations to raise the U.S. debt limit.

• White House endorsed a short debt-limit increase with no policy conditions attached, but it wouldn’t end the 10-day-old partial shutdown of the federal government. The plan would push the lapse of U.S. borrowing authority to Nov. 22 from Oct. 17.

• Jobless claim jumped last week to the highest level in 6-months, providing the first warning that the damage from the shutdown is starting to ripple through the economy.

• Gold will extend losses into 2014 amid expectations The Fed will pare stimulus as the U.S. recovers, according to Morgan Stanley, adding to bearish calls from Goldman Sachs and Credit Suisse.

• Tin buyers are becoming increasingly nervous about securing enough of the metal in coming months to supply industries such as electronics, which is critical for Japanese and Korean electronics firms.