Monday, September 12, 2011

Gado Gado Selasa, 13 September 2011



Dow Jones berhasil tutup di atas level 11000 kembali


Selam winner,
IHSG ditutup pada level 3896.119, turun 102.383 points (-2.56%), dengan total value transaksi sebesar 3.3 trilyun, dimana asing net buy sebesar -271.6 milyard.

Dow : 11,061.12 +68.99 +0.63%
Nasdaq : 2,495.09 +27.10 +1.10%
Nikel : 21465 21665 +415
Timah : 23600 23750 +170
CPO : RM3070 ▲20 ▲0.66% US $1013
OIL : 88.90 +1.66 +1.90%
GOLD : 1,813.50 -42.90 -2.31%

Tip trading buat hari Selasa, tanggal 13 September 2011 :
1. IHSG kemarin mengikuti saham-saham di Asia, terkoreksi cukup dalam sebesar -2.6% dan penurunan diikuti oleh seluruh sector.
2. Namun subuh ini Dow jones diluar dugaan dit utup dalam territorial positif +0.63%, sehingga Dow Jnes kembali diatas level 11.000an, Harga minyak dunia kembali naik mendekati level 99 usd, sedangkan harga emas kembali turun pada level 1814 usd/troy ons.
3. Dow naik baru tehnikal rebound, belum masuk katagory up trend, sehingga kita masih perlu hati-hati saja, pilihan pada saham-saham yang masuk dalam table katagory strong up trend, dan saham-saham yang sebelumnya mencoba r ally, namun tertahan oleh kondisi kemarin, seperti misalnya saham KIJA, dlsb.
4. Perhatikan kembali saham ASII sebagai tolo k ukur IHSG hari ini, dan saham-saham sector property yang sebelumnya hendak rebound namun tertunda, serta saham coal dimana harga minyak dunia kembali naik mendekati level 89 usd, siapa tahu tembus diatas 90 usd kembali.
5. Dianjurkan trading lebih bijaksana dan lebih menguntungkan karena bisa mendapat keuntungan dari harga saham yang bolak balik, sedangkan buy and hold kita pending hingga bulan Oktober 2011 tergantung situasi laporan q-3 tahun 2011.

Happy trading and good luck.

ASII :
Saham ini kembali menjadi ajuan IHSG.
Close>Open.
MACD still up trend.
Membentuk pola symetrical ascending.
S : 68.500... 68.200, R : 70.100... 71.200 RMBA :
Saham ini mencoba rally mengikuti GGRM.
Sepanjang harga diatas 900 berarti posisi aman.
Target harga mencoba menuju level 1020 kembali.
MA5 berhasil cross up MA20, MA200, MA50.
S : 900... 890, R : 1000... 1020.
Batasi resiko pada level 890.

ASRI :
Kemarin semua saham turun, sehingga saham ASRI berpotensi naik tertunda.
Apakah hari ini akan mencoba kembali naik ke level 440?
MA5>MA20>MA50>MA200 > Perfect bullish.
S : 415... 410, R : 430... 440.

JPFA: 4,900-5,500. My 12-month target is at IDR6,200 based on a simple DCF valuation 2012 p/e forward. Overall, Japfa
may benefit from the increased consumers' purchasing power that could support well its core business: the upstream and
downstream poultry feed. It is now trading at a p/e ratio of 7.7X its 2011 prospective earnings (EPS: IDR628), compared
with closest rival CPIN of 15.4X. On the PBV terms, JPFA is now trading at a pbv ratio of only 2.7X which looks more
attractive than CPIN OF 8.4X. Best buy is at any levels below IDR5,200.
(WINS IJ / WINS.JK, OUTPERFORM, Rp405 - Tgt. Rp480, Offshore & Marine)

With over 40 years of experience, Wintermar is one of Indonesia 's leading operators of offshore support vessels (OSVs) supporting the oil and gas (O&G) industry. Wintermar is set to kick into a higher gear with heightened exploration and production (E&P) in Indonesia , as well as Indonesia 's amended cabotage law which benefits domestic players. Projecting a 3-year core earnings CAGR of 32% for FY11-13, we initiate coverage with an OUTPERFORM and target price of Rp480, based on 10x CY12 P/E, roughly in line with the current trading average of Malaysian OSV companies. Stock catalysts are expected from a strong order momentum,
desy.erawati: *DJ Goldman Sachs In Talks To Buy Indonesian Brokerage Tiga Pilar Sekuritas
Last message received on 9/13 at 10:39 AM
Deutsche Banks Call BUY WINS dgn TP.600

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