Thursday (21/08/2014) Early BIRD Fundamental Perspective (Edwin Sebayang CSA®-MNC Securities)
Setelah DJIA sebelumnya menguat selama 2 hari sebesar +256.68 poin (+1.54%), investor di Wall Street kembali melanjutkan aksi pembeliaan sehingga DJIA kembali menguat +59.54 poin (+0.35%), sehingga selama 3 hari DJIA menguat +316.22 poin (+1.89%), didorong relief dari minutes the Federal Reserve's July meeting ketika memotong paket stimulus sebesar US$10 miliar dimana diindikasikan ada peluang The Fed belum akan terburu-buru menaikkan Fed Rate dalam waktu dekat ditengah kembali sepinya perdagangan Rabu tercermin dlm vol perdagangan berjumlah 4.5 miliar saham (dibawah rata-rata perdagangan dari awal Agustus - 20 Agustus yg berjumlah 5.2 miliar saham).Selanjutnya perhatian investor di Wall Street tertuju atas the annual meeting of top central bankers di Jackson Hole, Wyoming yang akan berlangsung mulai Kamis hingga Sabtu, termasuk Chairwoman The Fed Janet Yellen akan memberikan pidatonya.Faktor naiknya EIDO +0.1% & DJIA +0.35% ditengah Kamis ini akan diumumkannya hasil akhir sengketa Pilpres oleh MK serta terus makin mahalnya valuasi IDX mendorong ES memproyeksikan ada peluang IDX melanjutkan penguatannya dalam kisaran terbatas, tetapi bukan mustahil bisa berbalik turun jika kondisi dilapangan tidak kondusif.
DJIA +59.54 +0.35% 16979.13
S&P +4.91 +0.25% 1986.51
NASDAQ -1.03 -0.02% 4526.48
OIL +0.61 +0.66% 93.47
GOLD -4.4 -0.34% 1292.3
TIN +20 +0.09% 22,420
NICKEL +400 +2.16% 18,950
CPO -19 -0.92% 2,049
EIDO +0.03 +0.1% $29.26
TLK 46.71 (2,704)
IDR 11,705
Thursday IDX Range: 5,158 - 5,207
BUY: INCO, WIKA, CTRA, BBRI, ASII, KLBF, UNTR, PGAS, BBCA, UNVR, PTPP, TLKM, GGRM, SIMP (ES CSA®-MNC Sec/Disc On)"Have a Splendid Thursday & GBU All"
Thursday (21/08/2014) Early BIRD Technical Prespective (Edwin Sebayang CSA®-MNC Sec)
IDX Composite 5,158 - 5,207
Pola White Marubozu diteritori Overbought terbentuk atas IDX mengindikasikan lanjutan kenaikan dibayangi profit taking.
Thursday Stocks Pick:
INCO 3910-4075 (TP 2014F:4500) Pola White Candle terbentuk atas INCO mengindikasikan Bullish Reversal. BUY 3950
WIKA 2840-2935 (TP 2014F:3050) Pola Four White Soldiers terbentuk atas WIKA mengindikasikan Bullish Continuation. BUY 2885
CTRA 1190-1270 (TP 2014F:1350) Pola Two White Soldiers terbentuk atas CTRA mengindikasikan Bullish Continuation. BUY 1215
BBRI 10800-11275 (TP 2014F:11500) Pola White Candle terbentuk atas BBRI mengindikasikan Bullish Reversal. BUY 11000
ASII 7600-7850 (TP 2014F:8100) Pola Bullish Engulfing terbentuk atas ASII mengindikasikan Bullish Reversal. BUY 7700
KLBF 1630-1730 (TP 2014F:1750) Pola Three White Soldiers terbentuk atas KLBF mengindikasikan Bullish Continuation. BUY 1670
UNTR 24000-24800 (TP 2014F:24850) Pola Bullish Engulfing terbentuk atas UNTR mengindikasikan Bullish Reversal. BUY 24375
PGAS 5850-5975 (TP 2014F:6300) Pola Bullish Engulfing terbentuk atas PGAS mengindikasikan Bullish Reversal. BUY 5875
BBCA 11650-11850 (TP 2014F:12750) Pola Bullish Harami terbentuk atas BBCA mengindikasikan Bullish Reversal. BUY 11750
UNVR 31600-32250 (TP 2014F:33500). Pola White Opening Marubozu terbentuk atas UNVR mengindikasikan Bullish Reversal. BUY 31875
PTPP 2390-2510 (TP 2014F:2610) Pola Piercing terbentuk atas PTPP mengindikasikan Bullish Reversal. BUY 2455
TLKM 2675-2780 (TP 2014F:2850) Pola Bullish Harami terbentuk atas TLKM mengindikasikan Bullish Reversal. BUY 2715
GGRM 54525-55475 (TP 2014F:59950) Pola Bullish Engulfing terbentuk atas GGRM mengindikasikan Bullish Reversal. BUY 54975
SIMP 890-925 (TP 2014F:1100) Pola Two White Soldiers terbentuk atas SIMP mengindikasikan Bullish Continuation. BUY 900 (ES CSA®-MNC Sec/Disc On)
TODAY 21 AGUSTUS 2014
• PUBEX :
ANTM, GJTL, ICBP, INDF, LTLS, SILO, SMSM
• RIGHT ISSUE :
BABP-R EndTrading
BCAP-R EndTrading
• DEVIDEN :
DPNS CashDeviden DistDate
ETWA CashDeviden DistDate
GEMA CashDeviden DistDate
PANR CashDeviden DistDate
XCID CashDeviden DistDate
• LISTING/EVENT/CONFERENCE :
-PTBA : resmi memperdagangkan fisik batubara online di Bursa Berjangka Jakarta. Pada tahap awal lelang, perseroan menawarkan 75 ribu ton batubara, masing-masing 60 ribu ton BA-70 HS dengan kalori 7 ribu kcal/kg dan 15 ribu (BA-63) dengan kalori 6,3 ribu kcal/kg. Lelang online tersebut dijadwalkan akan dibuka 21 Agustus 2014.
-8th Annual Indonesia Conference & Site Tours CIMB institutional salesperson - CIMB Securities @Bali - 21-22 August 2014
-17-Aug 21-Aug Denver, CO 19th Annual Oil & Gas Conference Enercom, Inc. theoilandgasconference.com
-DEUTSCHE BANK ROADSHOW
Cement Ltd: Post Result Update - HK 8/18-20 & SG 8/21
Albert Saputro: Indonesian Property, Constructions & Coal Sector Update - SG 8/18-20 & HK 8/21-22
• AGENDA ECONOMIC :
US : FOMC Minutes, Jobless Claims, PMI Manufacturing Index Flash, Phadelphia FED Survey, Existing Home Sales, Leading Indicators, EIA Natural Gas Report, 3-Month Bill Announcement, 6-Month Bill Announcement, 2-yr FRN Announcement, 2-yr Note Announcement, 5-yr Note Announcement, 7-yr Note Announcement, 5-yr TIPS Auction, FED Balance Sheet, Money Supply, EIA Natural Gas Stocks chg, Philadelphia Fed Manufacturing Index, Existing Home Sales Change MoM, Existing Home Sales, CB Leading Index MoM, Markit Manufacturing PMI Flash, Continuing Jobless Claims, Initial Jobless Claims
EU : Consumer Confidence, Markit Comp PMI Flash, Markit Manufacturing PMI Flash, Markit Services PMI - Flash
JAPAN : Stock Investment by Foreigners, Markit/JMMA Manufacturing PMI Flash
CN : HSBC Manufacturing PMI Flash
MY : Unemployment Rate
HK : Inflation Rate YoY
CH : Balance of Trade
Constitutional Court Set to Rule on Election Dispute
Prabowo’s likely dissatisfaction with the Constitutional Court verdict has also raised concerns over the possibility of rioting and violence — with party officials in the camp, including Prabowo himself, having continued to deliver fiery speeches seemingly aimed at undermining Joko’s assumption of the presidency in October.
KPU chairman Husni Kamil Manik last week reported Muhammad Taufik, a senior member of Prabowo’s Great Indonesia Movement Party (Gerindra), to police after Taufik called on Prabowo supporters, who staged a protest outside the Constitutional Court, to kidnap Husni.
Indria said if the court verdict went against Prabowo today, there was a strong possibility of rioting.
http://www.thejakartaglobe.com/news/constitutional-court-set-rule-election-dispute/
MCI Update (21 Agustus 2014):
7:38AM:
DJ(+0.35% );
NK(+0.59%);
IDR 11698;
EUR 1.3256;
JPY 103.75
Pg ini bursa regional mixed. IHSG fluktuatif, menguat terbatas
7:39AM:
Nikel 18867(+2.2% );
Timah 22377(+0.1% );
Coal Newc $69.2(+0.5% );
Coal Rotter $79.4(0% );
CPO 2054(-1.0% );
Gold 1289.86;
Oil 93.52;
TLK 2732;
Silver 19.43
• Penjualan GEMS Naik 26,7%
• Laba Bersih TBIG Turun 21,34%
• INDF Divestasi Seluruh Saham di Nissinmas
• PTPP Bidik Kenaikan Order Book Jadi Rp46 Triliun
• MEDC Selesaikan Akuisisi Storm Ventures
• WTON Masih Miliki Belanja Modal Rp 895,2 Miliar
• ASRI Bukukan Marketing Sales Rp 3,16 Triliun
Trading Ideas (disclaimer):
TrdBuy: KLBF,TP 1710-1730,SL 1640; BBTN,TP 1230-1255,SL 1175; ERAA,TP 1200,SL 1155
BoW: TLKM,TP 2780/2795,SL 2675
BoBreak: BBRI,TP 11325-11450,SL 10900
©Mega Capital Indonesia
MNC LAND KEMBANGKAN KAWASAN GOLF DI LIDO, JAWA BARAT
PT MNC Land Tbk (KPIG) berencana mengembangkan sebuah kawasan golf bertaraf internasional. Lapangan golf ini rencananya akan dibangun di kawasan resor di Lido, Jawa Barat.
"Kita rencananya akan membangun lapangan golf dengan kapasitas 18 hole. Saat ini kita bangun 9 dulu yang baru," kata Corporate Secretary MNC Land M Budi Rustanto, pada seremonial lapangan golf di Lido, Rabu.
Lapangan golf ini, lanjut Budi, ditargetkan mampu menampung 3.000 hingga 4.000 pemain pada tahun pertama, dan 4.000 hingga 4.500 pada tahun kedua.
"Masterplan dari pengembangan dari lapangan golf ini nantinya di sebelah kanan akan ada VIP. Ini khusus untuk tamu seperti presiden dan menteri. Lalu ada ruangan khususnya, sekitar 4 atau 5 ruangan. Ini rencana awal. Lalu ada juga khusus bagi member dan non member. Sedangkan untuk publik juga akan ada tempat yang berbeda," ujar Budi. (IQPlus)
Japan looks to Indonesian poultry supplies after Chinese food scandal
Japan banned Indonesian poultry imports about 10 years ago due to concerns over avian flu, and any resumption in shipments could benefit poultry producers such as PT Charoen Pokphand Indonesia Tbk, PT Malindo Feedmill Tbk and PT Japfa Comfeed Indonesia Tbk.
Their stocks rose in a range of 1.6 percent to 3 percent on Wednesday, outperforming the 0.5 percent gain on the broader Jakarta stock exchange
http://af.reuters.com/article/idAFL4N0QQ31A20140820
Good morning,
U.S. stocks mostly advanced on Wednesday, lifting the S&P 500 to within reach of a record, after minutes from the Federal Reserve's last meeting showed some Fed officials want a "relatively prompt" rate hike based on the economy's progress.
Dow.........16979 +59.5 +0.35%
Nasdaq......4527 -1.03 -0.02%
S&P 500.....1987 +4.9 +0.25%
FTSE..........6756 -23.8 -0.35%
DAX...........9315 -19.7 -0.21%
CAC...........4241 -13.7 -0.32%
Nikkei......15455 +4.7 +0.03%
HSI..........25160 +36.8 +0.15%
Shanghai...2240 -5.1 -0.23%
ST Times...3324 +7.2 +0.22%
Indo10Yr. 8.3514+0.0014+0.17%
US10Yr....2.43% +0.02 +0.87%
VIX...........11.78 -0.43 -3.52%
USD Index...82.26+0.37 +0.45%
Como Indx.288.28+1.24 +0.43%
DJUSCL.....131.64 +0.40 +0.30%
(Dow Jones US Coal Index)
IndoCDS...141.38x5 -0.11 -0.08%
(5-yr INOCD5)
IDR.. 11705+25.8+0.22% (blmbrg)
Jisdor...... 11707 +25 +0.21%
Euro........1.3258 -0.0061 -0.45%
TLKM..46.71+0.27 +0.58%Rp2734
ARMS Plc....70.00 +0.50 +0.72%
EIDO......... 29.26 +0.03 +0.10%
EEM.......... 45.06 -0.09 -0.20%
Oil.............96.07 +1.59 +1.68%
Gold ......1290.72 -5.10 -0.39%
Timah......22362 -29 -0.13% Nickel......18465 -56.5 -0.31%
Coal.........68.85 +0.35 +0.51%
CPO.......2042RM -23 -1.14%$645
Corn........367.50 -4.75 -1.28%
SoybeanOil.33.22 +0.21 +0.64%
Wheat......550.00 -8.50 -1.52%
(DE/ls- 21-08-14)
NEWS :
1.INDF : Pada tgl 20 Agustus 2014 telah menandatangani conditional sale and purchase agreement dgn Nissin Foods Holdings Co Ltd, sehubungan dgn rencana perseroan utk melakukan divestasi atas seluruh shm yg dimiliki oleh perseroan dlm PT Nissinmas yaitu sebanyak 11.720.555 lbr (49%) dr seluruh saham yg dikeluarkan oleh PT Nissinmas, kepada Nissin Foods Holdings Co Ltd, trx akan dilakukan pd harga USD5.437.224 (IDX)
2.HUT PTPP Ke-61, Menteri Dahlan Iskan Resmikan Mega Proyek PTPP, Proyek-proyek yang diresmikan tersebut adalah Proyek Grand Kamala Lagoon di Bekasi, Proyek Grand Sungkono Lagoon di Surabaya, Pabrik Pracetak di Sadang, Proyek PLTU 2 x 7 MW Gunung Sugih di Lampung Tengah dan Kantor Divisi Operasi 4 PTPP di Makassar. Peresmian ini merupakan salah satu acara dalam rangka memperingati Hari Ulang Tahun ke-61 yang jatuh pada tanggal 26 Agustus 2014. (IDX)
3.PT SURYA SEMESTA INTERNUSA TBK (“SSIA”)
Review 1st Half of 2014
1.Projecting forward, SSIA plans:
• to expand its industrial estate including secure additional land bank and build commercial area, warehousing and Standard Factory Building (SFB);
• to maintain growth of its construction business units including diversification into infrastructure such as construction of toll roads and supporting facilities for mining operations (e.g: roads and ports) and;
• to maintain growth of its hospitality business units including diversification into business hotel segments. (IDX)
1) Indeks Dow Jones melanjutkan penguatan ke level 16.979 naik 59.54 point (0.35%) #kopipagi
2) IHSG ditutup di level 5,190.17 menguat 25 point (0.48%), masih bergerak flat dekat area resisten 5200-5250. #kopipagi
3) Pasar menantikan hasil keputusan MK, market masih bergerak flat dekat area resisten #kopipagi
4) BBRI flat 10.900-11.300,TLKM 2690-2750 #kopipagi
5) ERAA range trading 1150-1200,BHIT 370-400, SMRA 1375-1450 #kopipagi
6) 'Price is what you pay, Value is what you get " Warren Buffet #kopipagi
7) Demikian #kopipagi 21 Agustus 2014, semoga mencerahkan & salam profit !
Ellen May
Disclaimer : Segala rekomendasi untuk beli atau jual bukan sebuah perintahmelainkan sebagai bahan pertimbangan dalam transaksi saham.
Segala keuntungan & kerugian akibat pembelian saham menjadi tanggung jawab pelaku pasar & merupakan bagian dari risiko fluktuasi pasar.
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