INCO : Terbentuk pola reversal keatas
yang berpotensi untuk berlanjut didukung oleh Stochastic, histogram, dan MACD
yang mulai rebound.
Support : S1 3.550
S2 3.425
Resisten : R1 3.825 R2 4.050
Rabu, 22 Februari 2012
Selasa, 21 Februari 2012
Indika Energy, Craving Consolidation, CLSA
Energy investment house, Indika Energy, will finally achieve its long held
dream of consolidating a producing coal asset at the top line. The group is
wasting no time deploying cash raised from the 29% sell down of mining
contractor Petrosea buying an 85% stake in privately held Multi
Tambangjaya Utama at what we believe is fair value. The group continues
to look attractive on a sum-of-the-parts basis and downside share price
risk is looks limited at 7x PE. Retain BUY with target price Rp3,450.
dream of consolidating a producing coal asset at the top line. The group is
wasting no time deploying cash raised from the 29% sell down of mining
contractor Petrosea buying an 85% stake in privately held Multi
Tambangjaya Utama at what we believe is fair value. The group continues
to look attractive on a sum-of-the-parts basis and downside share price
risk is looks limited at 7x PE. Retain BUY with target price Rp3,450.
Saham Pilihan Selasa, 21 Februari 2012
INDY : Muncul indicator bullish parabolic sar diikuti oleh golden
crossnya MACD dan positifnya histogram mengindikasikan berlanjutnya tren
penguatan.
Support : S1 2.475
S2 2.400
Resisten : R1 2.600
R2 2.750
Senin, 20 Februari 2012
Indonesia banks Sector, Strongest to prevail, Credit Suisse
Weak
sentiment, good timing. Currently,
the sentiment on Indonesian bank
stocks
appears soft—even for the large banks. Large banks’ variable
rate
marketable
security holdings during the current low government bond
yield
environment
suggest that 1Q12 results may be weak. For large banks, we
expect
their 2H12 earnings to be stronger than 1H12’s, as we believe
current
government
bond yields may not be sustainable given: (1) inflation may
have
troughed
and (2) the current level of government bond yields reflects
the
abnormal,
yet temporary, demand after Indonesia was upgraded to
investment
grade.
Thus, we advise long-term investors to accumulate large
banks.
Indonesian Bank, A Conversation with BI, CLSA
Given the regulatory issues currently overshadowing the Indonesian
banks, we held a conference call with the central bank (BI) to get more
color. Our conversation with Dr. Perry, a BI Director, confirmed that BI is
not targeting to lower NIM or profitability of banks. BI expects banks to
lower their lending rates in response to BI rate cuts. We are maintaining
our view on Indo banks and reiterate our Buy call on BBRI due to its high
NIM and ROAE.
banks, we held a conference call with the central bank (BI) to get more
color. Our conversation with Dr. Perry, a BI Director, confirmed that BI is
not targeting to lower NIM or profitability of banks. BI expects banks to
lower their lending rates in response to BI rate cuts. We are maintaining
our view on Indo banks and reiterate our Buy call on BBRI due to its high
NIM and ROAE.
Saham Pilihan Senin, 20 Februari 2012
BWPT : Muncul kembali indicator bullish parabolic sar diikuti oleh
golden crossnya stochastic dan positifnya histogram mengindikasikan
berlanjutnya tren penguatan.
Support : S1
1.420 S2 1.380
Resisten : R1 1.480 R2 1.540
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