TNEWS DAN RISET 25 SEPTEMBER 2014
1.PT Telekomunikasi Indonesia Tbk (TLKM/Telkom) plans to acquire a tower operator by end of 2015, aiming at becoming the largest player in the industry of telecommunication tower.
The state-controlled company might complete the plan by a share swap in its subsidiary PT Dayamitra Telekomunikasi (Mitratel) though it had not revealed the exact value.
At the same time, the company is seeking external fund worth Rp5 trillion to Rp10 trillion for capital expenditure (capex) this year, including rupiah bond issue, global bond, and bank loans.
In 2014, the largest cellular provider expects revenue to grow by 8% to Rp89.59 trillion compared to that of the earlier year. (IDN FIN)
2.PT Jasa Marga Tbk (JSMR) expects to get 15% revenue from non-core business lines within the next five years.
Through subsidiaries, it will run business lines of property, fiber optic and road maintenance that will still in the corridor of the existing toll roads.
The state-controlled company expects revenue from toll road Rp6.7 trillion this year. Moreover, it predicts transaction in its toll roads to increase 8.9% to Rp1.37 trillion this year, compared to Rp1.25 trillion last year.
Jasa Marga sets capital expenditure Rp5.38 trillion in 2014, rising 9.3% from that of the earlier year. Total asset value is expected to rise 17.8% to Rp33.41 trillion from one year earlier.(IDN FIN)hursday (25/09/2014) Early BIRD Fundamental Perspective (Edwin Sebayang CSA®-MNC Securities)
Setelah DJIA selama 2 hari berturut-turut turun sebesar -223.87 poin (-1.30%), akhirnya dihari ke-3 DJIA bangkit dan rebound sebesar +154.19 poin (+0.90%) didorong data New Home Sales bulan Agustus naik +18% menjadi sebesar 504,000 unit kelevel tertinggi selama 6 tahun sejak bulan Mei 2008 (konsensus memperkirakan terjadinya kontraksi sebesar -1.6%), yang menunjukkan perbaikan ekonomi AS masih "on-track" serta didorong reboundnya saham sektor farmasi serta saham sektor consumer seperti: Bed Bath & Beyond +7.4%, Wal-Mart +2% tetapi ditengah lebih kecilnya perdagangan Rabu tercermin dalam volume perdagangan berjumlah 5.63 miliar saham (jauh dibawah rata-rata dari awal bulan hingga 24 September berjumlah 6.01 miliar saham).
Setelah 3 hari berturut-turut IHSG turun sebesar -53.58 poin (-1.03%), ada peluang IHSG akan mengalami REBOUND alias menguat dalam perdagangan Kamis didorong penguatan EIDO +1.68%, DJIA +0.90%, Oil +1.42%, Nickel +1.61% & CPO +1.32%.So manfaatkan rebound nya IHSG Kamis ini dengan melakukan Trading Buy dengan pilihan berbagai macam saham yang ES telah siapkan sesuai dengan "tebal tipis"nya kantong investor.
DJIA +154.19 +0.90% 17210.06
NASDAQ +46.53 +1.03% 4555.22
S&P +15.53 +0.78% 1998.30
GOLD -4.60-0.38% 1217.40
OIL +1.30 +1.42% 92.86
TIN +30 +0.14% 21,180
NICKEL +275 +1.61% 17,400
CPO +28 +1.32% 2,15
EIDO +0.47 +1.68% $28.45
TLK 48.12 (2,880)
IDR 11,968
Thursday IDX Range: 5,152 - 5,196
BUY: AKRA, LSIP, SILO, GGRM, INDF, JSMR, ICBP, TINS, INCO, UNTR, ADHI, AALI, ASII, SMGR, BBRI, INTP, BBCA, PGAS, WIKA, CPIN, UNVR, PTPP, CTRA, TBIG, ITMG, PTBA, ADRO
SELL: BMRI, BBNI, ANTM (ES CSA®-MNC Sec/Disc On)
"Have a Splendid Thursday and GBU All"
Thursday (25/09/2014) Early BIRD Technical Prespective (Edwin Sebayang CSA®-MNC Sec)
IDX Composite 5,152 - 5,196
Pola Two Black Crows dengan volume tipis terbentuk atas IDX mengindikasikan munculnya aksi beli dalam perdagangan Kamis.
Thursday Stocks Pick:
AKRA 5225-5350 (TP 2014F:5400) Pola Short White Candle terbentuk atas AKRA mengindikasikan munculnya aksi beli. BUY 5265
LSIP 1865-1925 (TP 2014F:2200) Pola Gravestone Doji terbentuk atas LSIP mengindikasikan munculnya aksi beli. BUY 1880
SILO 15775-16250 (TP 2014F:17000) Pola Four Price Doji terbentuk atas SILO mengindikasikan melambatnya aksi beli. BUY 15875
GGRM 55500-56800 (TP 2014F:59950) Pola Homing Pigeon terbentuk atas GGRM mengindikasikan munculnya aksi beli. BUY 55775
INDF 7010-7150 (TP 2014F:8000) Pola Homing Pigeon terbentuk atas INDF mengindikasikan munculnya aksi beli. BUY 7040
JSMR 6350-6500 (TP 2014F:6675) Pola Four Price Doji terbentuk atas JSMR mengindikasikan munculnya aksi beli. BUY 6390
ICBP 10800-11500 (TP 2014F:12650) Pola Bullish Harami terbentuk atas ICBP mengindikasikan munculnya aksi beli. BUY 10975
TINS 1240-1280 (TP 2014F:1670) Pola Homing Pigeon terbentuk atas TINS mengindikasikan munculnya aksi beli. BUY 1250
INCO 3850-3950 (TP 2014F:4500) Pola Bullish Harami Cross terbentuk atas INCO mengindikasikan Bullish Reversal. BUY 3870
UNTR 20375-21100 (TP 2014F:24650) Pola Piercing terbentuk atas UNTR mengindikasikan Bullish Reversal. BUY 20575
ADHI 2875-2965 (TP 2014F:3400) Pola Homing Pigeon terbentuk atas ADHI mengindikasikan Bullish Reversal. BUY 2905
AALI 23025-23475 (TP 2014F:31000) Pola Homing Pigeon terbentuk atas AALI mengindikasikan Bullish Reversal. BUY 23150 (ES CSA®-MNC Sec/Disc On)
MARKETs STOCK INDEXES
(25 September 2014)
• INDONESIA
JCI : 5,174.007 -14.107 -0.272%
Val : 4,493 (Bill Rp)
Vol : 6,254 (Mill. Sh)
Reguler : 3,443 B
Negotiated : 1,049 B
Today Foreign Net Trading Value : Net Sell -440.6 (in billion Rp)
Year 2014 Foreign Net Trading Value : Net Buy 51,890.8 (in billion Rp)
USD/IDR BI : 11,976.0
WTI OIL ($/bbl) : 91.6
INOCD5 Indonesia CDS 5-yr : 148.51 -1.425 -0.95%
• US MARKETs
DJIA : 17210.06 +154.19 +0.90%
S&P 500 : 1998.30 +15.53 +0.78%
Nasdaq : 4555.22 +46.53 +1.03%
VIX : 13.27 -1.66 -11.12%
EIDO : 28.45 +0.47 +1.68%
DJUSCL : 114.13 -0.64 -0.56%
• EUROPE MARKETs
DAX : 9661.97 +66.94 +0.70%
FTSE 100 : 6706.27 +30.19 +0.45%
CAC 40 : 4413.72 +54.37 +1.25%
ARMS.L : 67.00 -1.00 -1.47%
• ASIA PACIFIC MARKETs
Nikkei 225 : 16,167.45 -38.45 -0.24%
Shanghai : 2344.32 +34.60 +1.50%
Hangseng (HSI) : 23,921.61 +84.54 +0.35%
KOSPI : 2,035.64 +6.73 +0.33%
Malaysia (KLCI) : 1,840.08 -0.11 -0.01%
Singapore (STI) : 3,292.81 -5.28 -0.16%
Thailand (SET:IND) : 1,591.41 +1.28 +0.08%
• DUALISTING :
ASX:ATM (ANTM, CDI 1:5) : 1.10
NY:TLK (TLKM) : 48.12 +0.37 +0.77% (2,880)
SP:JAP (Japfa Ltd) : 0.855 -0.010 -1.16%
OTCMKTS:CPOKY (Charoen Pokphand Foods Public Co. Ltd) : 3.90 +0.01 +0.26%
US:VALE (Vale SA) : 11.59 +0.17 +1.49%
NYSE:BTU (Peabody Energy Corporation) : 12.72 -0.14 -1.09%
NSE:COALINDIA (Coal India Ltd) : 351.50 +16.35 +4.88%
HKG:1898 (China Coal Energy Company Limited) : 4.62 +0.18 +4.05%
• COMMODITIES
Crude Oil (US$)/Barrel : 92.86 +1.30 +1.42%
Natural Gas (US$)/mmBtu : 3,90 -0,014 -0,36%
GOLD (US$)/Ounce : 1217.40 -4.60 -0.38%
NYSEARCA:KOL (Market Vectors-Coal ETF) : 17.66 +0.08 +0.46%
CPO (MYR)/MT : 2,154 +28 +1.32%
Nickel (US$)/MT (LME Nickel 3MO/LMNIDS03 ($)) : 17,400.00 +275.00 +1.61%
TIN (US$)/MT (LME 3 Month Tin (LMSNDS03:COM)) : 21,275.00 +100.00 +0.47%
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- Update BNIS Daily Technical Analysis 09.25.14
Pola Bearish Closing Marubozu & < 5.203 Masih Dukung Kerawanan Profit-Taking
IHSG masih berpeluang konsolidasi, dimana trend jangka pendek IHSG masih bullish selama > 5.133, meski Stochastic Overbought, Fase Distribusi, penutupan di atas 5-Day MA (5.203), candle Bearish Closing Marubozu, Trend Volume menurun, dukung ekspektasi momentum kenaikan IHSG terbatas & rawan koreksi lebih lanjut, selama IHSG <5.231-5.262. IHSG selama di atas 5.117 - 5.133 target 5.289/ 5.352. Resist: 5.190/5.207/5.231/5.262. Support: 5.151/5.114/5.076/5.043. Perkiraan Range: 5.130 - 5.210.
• BMRI: Resist: 10.600/10.700/10.850/11.000. Support: 10.475/10.325/10.150/9.950. Rekomendasi: SELL 10.600-10.650 target 10.450/10.300 kecuali naik di atas 10.725.
• UNTR: Resist: 20.875/21.200/21.925/22.500. Support: 20.400/20.100/19.550/19.175. Rekomendasi: SELL 20.700-20.800 target 20.100/19.600 kecuali naik di atas 21.200.
• PTBA: Resist: 13.275/13.500/13.825/14.150. Support: 13.025/12.725/12.375/12.175. Rekomendasi: BUY 12.950-13.050 target 13.500 stop loss di bawah 12.650.
• BWPT: Resist: 755/800/825/890. Support: 685/645/595/530. Rekomendasi: SELL 720-750 target 685/640 kecuali naik di atas 800.
• APLN: Resist: 345/355/364/376. Support: 332/315/296/284. Rekomendasi: BUY 340-342 target 355/363 stop loss di bawah 332.
• ANTM: Resist: 1.135/1.160/1.220/1.290. Support: 1.115/1.070/1.035/1.000. Rekomendasi: BUY 1.100-1.120 target 1.1160/1.200 stop loss di bawah 1.080.
(Technical Analyst: Andri Zakarias)
India’s Top Court Cancels 214 Coal Field Permits
New Delhi. India’s top court cancelled more than 200 government permits for coal mines and handed down fines worth hundreds of millions of dollars to some companies Wednesday after the licensing process was deemed illegal.
The ruling triggered a sharp slide on the stock market, deepening the crisis in the mining sector which has been in turmoil since the government-run procedure for awarding the coal blocks between 1993 and 2009 had been declared illegal.
After the Supreme Court’s momentous ruling last month, the coal industry had been fearing the worst from Wednesday’s hearing.
http://www.thejakartaglobe.com/business/indias-top-court-cancels-214-coal-field-permits/
1) Indeks Dow Jones ditutup di level 17,210.06 menguat 154.19 point (0.90%) #kopipagi
2) IHSG ditutup di level 5,174.01 melemah 14.11 point (-0.27%), bergerak dalam range 5150-5200 #kopipagi
3) Spekulatif AALI 23-23500. BCIP lampaui target #kopipagi kemarin, potensi uji 700.
4) DGIK 183-190, ENRG 102-110, KBLV speculative 3350-3600, KRAS 485-500
5) PNBN lampaui target #kopipagi kemarin , salam profit. Range baru 950-1000
6) Do this ordinary thing (Charting) and you will get extraordinary results (profits consistently) #kopipagi
7) Semoga #kopipagi 25 September 2014 memberi manfaat yang luar biasa bagi Anda. On.fb.me/ellen_may
Disclaimer : Segala rekomendasi untuk beli atau jual bukan sebuah perintah melainkan sebagai bahan pertimbangan dalam transaksi saham.
Segala keuntungan & kerugian akibat pembelian saham menjadi tanggung jawab pelaku pasar & merupakan bagian dari risiko fluktuasi pasar.
--
Salam profit,
Ellen May
TODAY 25 SEPTEMBER
• RUPS
INCO
• PUBEX
BKSW, RIGS
• DEVIDEN
LTLS CashDeviden DistDate
PTIS CashDeviden DistDate
Suku Bunga Obligasi Pemerintah untuk Obligasi Seri VR0019, VR0022, VR0025 dan VR0030 periode 25 Juni 2014 s.d 25 September 2014 yang akan jatuh waktu pada tanggal 25 September 2014 adalah sebesar 5,42500%.
• EVENT
• 22-26 Sept 33rd International Coal Supply Contracts and Transport Logistics
• 24-25 Sept East Asia Networking Forum
24-Sep 25-Sep London, U.K. Global Steel and Mining Conference Credit Suisse institutional salesperson
25-Sep 25-Sep NYC Private Equity Conference Starlight Capital 713-385-0302starlightcapital.com
• AGENDA ECONOMIC
US : 5-Year Note Auction
ARGENTINA : GDP Growth Rate QoQ, GDP Growth Rate YoY
PHILIPPINES: Balance of Trade
AUSTRALIA : RBA's Governor Glenn Stevens, RBA Bulletin
MALAYSIA : Unemployment Rate
UNITED KINGDOM : Nationwide Housing Prices YoY, Nationwide Housing Prices MoM SEP
AUSTRIA : Industrial Production YoY
SPAIN : PPI YoY
SWEDEN : PPI MoM/YoY AUG
EU : Private Loans YoY
TURKEY : Tourist Arrivals YoY AUG, TCMB Interest Rate Decision
HONGKONG : Balance of Trade
BELGIUM : Industrial Production MoM/YoY
ITALY : Retail Sales MoM/YoY
SOUTH AFRICA : PPI MoM/YoY AUG
BRAZIL : Unemployment Rate, Unemployment Rate, Unemployment Rate, Unemployment Rate
US : Continuing Jobless Claims, Durable Goods Orders MoM, Durable Goods Orders ex Transp MoM, Initial Jobless Claims, Markit Services PMI - Flash, EIA Natural Gas Stocks chg
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