Research ZP

Wah Salut utk Nona Violine… :applause: :applause: Makasih Infonya, Semoga Rejeki nya tambah banyak , atas kebaikannya bagi info.. :applause: :applause: Boleh kenalan nih ?? :party: :party: Tuh mbak violine ada yang mau cari jodoh ? atau mau jodohin anaknya ? smile smile
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Mgkn jg mau jodohin cu2nya? :rofl:
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EGP :p :p , mau diomong jodohin anaknya atau cucunya :p :p :rofl: :rofl: :party: :party: :applause: :applause:
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Makasih Infonya, Semoga Rejeki nya tambah banyak , atas kebaikannya bagi info.. :applause: :applause: Boleh kenalan nih ?? :party: :party: Tuh mbak violine ada yang mau cari jodoh ? atau mau jodohin anaknya ? smile smile Mgkn jg mau jodohin cu2nya? :rofl: semua boleh, asal jadi nasabah ZP :x smile semua riset saya dapat free dari zp, jadi nggak masalah kok bagi2 ke ksc, semoga bermanfaat dan bisa nambah cuan [-o< tiap cuan yang didapat dari riset ini, akan saya tagih kelak di surga :p Semoga sukses :hug:
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Our Comment\r\n\r\nLast Friday Bakrie Brothers conducted an analyst meeting about its plans to acquire affiliated companies. In light with the plan, the company will conduct a reverse stock with ratio 1:2. Afterwards, the company will conduct a rights issue with ratio 119:20 (post reverse). The proceeds will be used to acquire 35% Bumi Resources (at Rp5,432/share), 40% of Energi Mega (at Rp1,249/share), and 40% Bakrieland (Rp556/share). Compared to last Friday’s closing, the acquisition prices are below market value. Hence, a light correction on Bumi, Energi Mega and Bakrieland may occur.\r\n\r\nRecently Bank of Indonesia announced a policy to lower Risk Weighted Assets (ATMR) for medium and micro loans from 75% to 30%. The new policy is only for working capital loan, not for consumption, and is guaranteed by PT Askrindo and Perum Sarana Pengembangan Usaha. Accordingly, banks will have more capacity to boost its micro lending without having to increase its capital base. Two banks which may benefit most from this policy are Bank Rakyat Indonesia and Bank Danamon.\r\n\r\nRicardo Silaen\r\n\r\n \r\n\r\n \r\n\r\nHighlights\r\n\r\n• Bakrie & Brothers (HOLD): Update on upcoming corporate actions\r\n\r\n• Telkom: Telkomsel to seek US$750m financing\r\n\r\n• Fajar Surya Wisesa: To postpone rights issue\r\n\r\n• Alfa Retailindo: Carrefour agreed to pay Rp1,925 per share\r\n\r\n• Samudera Indonesia: Acquired US$28.9m container vessel\r\n\r\n• Nusantara Infrastructure: To acquire 3 infrastructure companies \r\n\r\n• IPO update: Elnusa\r\n\r\nFrom our chartist desk\r\n\r\n• JCI: US stock market (Dow Jones) declined –0,5% last Friday. We expect minor technical rebound on JCI to happen, referring to pull back above 107 yen/dollar currency. We have maintained target trend line at 2350 in the mid-term. Trading range is between 2412-2504-2557 (supports) and 2649-2688-2780 (resistances) \r\n\r\n• PGAS: Daily TD sequential is still sell set-up 5th days, with new below trend line target is Rp12550. TRADING SELL\r\n\r\n• ISAT: The second corrective wave is nearly complete, with entry level at Rp6900-Rp7000. BUY ON WEAKNESS
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Our Comment\r\n\r\nAsian stock markets plummeted triggered by concerns over US recession yesterday. India stock market was hit the worst, plunging over 7% while China, Hong Kong and Singapore were down over 5%. The US market was closed this morning. We expect weak market today as a number of big institutions are set to announce losses related to investment in US mortgage securities. Bank of China and Societe Generale are expected to write down around US$2b losses. As such, Jakarta market, along with other markets in the region, are still facing pressure.\r\n\r\nCharoen Pokphand is likely to increase selling prices of its poultry feed in light of higher raw material prices. Maintain BUY, TP is Rp1,200.\r\n\r\nKatarina Setiawan\r\n\r\n \r\n\r\n \r\n\r\nHighlights\r\n\r\n• Charoen (BUY): Poultry feed price will increase 25% in FY08 \r\n\r\n• Alfa Retailindo: Carrefour buys Alfa at 6.3% discount\r\n\r\n• Lautan Luas: To issue Rp600b bond\r\n\r\nFrom our chartist desk\r\n\r\n• JCI: US stock market closed (Martin Luther Holiday). Regional markets are still experiencing selling pressure. Strengthening yen (at 105,smile will not help. JCI is on TD sequential sell set up 5th days with trend line target at 2350 in the mid-term. Trading range is between 2245-2380-2433 (supports) and 2568-2650-2785 (resistances) \r\n\r\n• AALI: All indicators; exponential moving average (EMA), MACD and stochastic indicate corrections. Target is Rp28150. TRADING SELL\r\n\r\n• MASA: We expect the peak of impulse wave 3 and buy countdown (13 days) indicate Rp280. TRADING BUY
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Our Comment\r\n\r\nThe Fed saved the day! Its 75bp rate cut a week ahead of a regular meeting was responded positively. That was the first emergency rate cut after 2001. The US government also promised fiscal stimulus to be over 1% GDP. Regional markets opened this morning are already up over 3%. \r\n\r\nWe expect Jakarta market to follow suit. After the recent sell-offs everything looks cheap in Jakarta. Some stocks are already down over 20% in the last few days. Hence, we expect heavy buying from bargain hunting to occur. Perusahaan Gas, Telkom, Indosat, Inco, Bank Mandiri, are among the very attractive large-cap stocks at their current prices. In the short term, we expect the market to continue showing high volatilities while it is finding new equilibrium; the US economy will continue to be the major factor of influence. \r\n\r\nOn our company visit to Ramayana, we’ve got management indications on FY07 performance (15% net profit growth on the back of 9% revenue growth) which is inline with our expectation. We expect the company to show growth, driven by outside Java stores as strong commodity price and higher minimum wage will help purchasing power there.\r\n\r\nKalbe Farma’s FY07 revenue indication is also in line with our expectation. \r\n\r\nKatarina Setiawan\r\n\r\n \r\n\r\n \r\n\r\nHighlights\r\n\r\n• Ramayana (UNDER REVIEW): Company visit\r\n\r\n• Kalbe Farma (BUY): FY07 revenue grew 15%\r\n\r\n• Dayaindo Resources: To conduct rights issue \r\n\r\n• IPO update: Truba Jaya Engineering\r\n\r\nFrom our chartist desk\r\n\r\n• JCI: Positive sentiment sweeps over regional markets, they are on technical rebound with average +3% after fund rate cuts 75 basis points. Same direction for the JCI today. It has a close gap level at 2462, potentially about +7% go up. Trading range is between 1988-2147-2220 (supports) and 2378-2463-2621 (resistances) \r\n\r\n• BUMI: The stock touched support trend line yesterday at Rp4250, there exists potential technical rebound. Target is Rp5000. BUY\r\n\r\n• TLKM: TD sequential sell countdown 13 days has been completed. Plus, the stock cut lower line of Bollinger band, indicating technical rebound. BUY
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BUMI TLKM buka tadi pagi loncat semua smile BUY di awang-awang deh smile smile smile
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Our Comment\r\n\r\nDow Jones continued rallying and was closed 2.5% higher. The index fluctuated some 600 points from the lowest to the highest point during trading last night. Regional markets opened this morning are already up over 1%. We expect Jakarta market to follow suit. In the short term, we expect the market to continue showing high volatilities while it is finding new equilibrium; the US economy will continue to be the major factor of influence. We encourage investors to use market strength to exit until the market stabilizes and clearer trend is visible.\r\n\r\nCigarette sector posts 7% volume growth in FY07, driven mostly by smaller producers. Volume of hand rolled cigarettes grew stronger than that of machine made cigarettes. Gudang Garam volume was up 4%. The above shows that customers switch to lower-priced brands produced by smaller producers and to hand rolled cigarettes as those producers and hand rolled cigarettes bear lower excise rates. Gudang Garam is still facing pressure from continued increase in excise. However, the share price has been deeply corrected. The positive volume growth data will add to positive sentiment. The current stock price represents a TRADING BUY opportunity\r\n\r\nKatarina Setiawan\r\n\r\n \r\n\r\n \r\n\r\nHighlights\r\n\r\n• Alam Sutera (BUY): Sees 400% net profit growth in 2008\r\n\r\n• Semen Gresik (BUY): To defer bond issuance schedule\r\n\r\n• P Gas (UNDER REVIEW): Aims at 30-40% Y/Y top line growth in 2008\r\n\r\n• Medco Energi: Asking higher production split in Aceh\r\n\r\n• Cigarette sector: Volume up 7% in FY07\r\n\r\nFrom our chartist desk\r\n\r\n• JCI: TD sequential on yen/dollar has completed sell set up of 9th days. We expect the index to reach fibonacci projection at 2609, as minor ‘wave b’ line. Trading range is between 2243-2347-2411 (supports) and 2515-2554-2658 (resistances) \r\n\r\n• ENRG: Morning star was confirmed by a long white candle yesterday, with resistance level is Rp1330. BUY\r\n\r\n• ITMG: Share prrice is still folowing up trend channel right now. It showed heavy trading volume during reversal yesterday. Target is Rp25200. BUY
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KETIKA BEDAH SAHAM, JANGAN MASUKKAN ANALISA TEKNIKAL. ITU BULLSHIT SEMUA, KATA BAPAK INVESTASI DUNIA, BENJAMIN GRAHAM. MANA MUNGKIN DATA HISTORICAL MASA LALU HARGA SAHAM DIUTAK-ATIK MENJADI ACUAN DI MASA KINI & MASA MENDATANG. KALAU TEORI ITU BETUL, PASTI BANYAK AHLI SEJARAH DAN PUSTAKAWAN YANG SUDAH KAYA RAYA. ANALISA FUNDAMENTAL YANG HARUS DIKEDEPANKAN. JANGAN LIHAT HARGA SAHAM, TAPI LIHATLAH NILAI INTRINSIK PERUSAHAAN YANG TERKANDUNG DALAM SAHAM ITU. NILAI INTRINSIK BISA DIHITUNG DARI 6 ASPEK: PERJALANAN PANJANG BISNIS PERUSAHAAN YANG TELAH TERUJI, KEKUATAN KOMPETITIF BISNIS PERUSAHAAN, PRODUKNYA YANG DIBUTUHKAN BANYAK ORANG, MORAL MANAJEMENNYA, PROYEKSI KEUNTUNGAN PERUSAHAAN DI MASA DEPAN, LAPORAN KEUANGANNYA YANG POSITIF, DAN KELAYAKAN (MURAHNYA) HARGA SAHAM PERUSAHAAN SAAT INI. KALAU FUNDAMENTALNYA KUAT, TIDAK AKAN ADA ISTILAH RUGI BAGI PERUSAHAAN TERSEBUT, DAN JANGAN PEDULI BILA MR. MARKET MENGOBOK-OBOK HARGA SAHAMNYA, KARENA SUATU SAAT SETIAP ORANG AKAN MELEK MELIHAT POTENSI PERUSAHAAN ITU SEHINGGA OTOMATIS HARGA SAHAMNYA AKAN TERKEREK NAIK DENGAN SENDIRINYA. TOLONG JANGAN JADI TRADER ATAU SPECULATOR. JADILAH INVESTOR, KARENA 100% LONG TERM INVESTMENT SELALU MENGUNTUNGKAN! THAT''S ALL!
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