Rekomendasi HD Capital, 9 Juni 2011

Berikut rekomendasi HD Capital untuk perdagangan Kamis, 9 Juni 2011.

BUY: (ASII, TRUB, PGAS, INDF)

• Sentimen positif pasar menjelang meeting BI yang diperkirakan menahan suku bunga dapat mewarnai aksi akumulasi dalam beberapa emiten big cap maupun second liner dalam tren sideways ini.

• IHSG close (08-06) 3.831.623(-12.297/-0.35%) (Val.Rp.3.4T)

• Support: 3.770-3.700, Resistance: 3,880-3.950

 

Stock picks:

1.      Astra International (ASII) (BUY) (Target Rp 60.250) (Close 08/06 Rp 59.150)

• Walaupun sempat terimbas sentimen negatif dari penjualan mobil yang flat pada bulan Mei akibat Tsunami Jepang, namun masih optimis penjualan akan membaik di kala produksi mulai beralih ke pacu yang normal lagi di bulan Juni dan Juli mendatang sehingga forecast angka produksi mobil 2011 sekitar 800 ribu unit dapat tercapai.

• Entry (1) Rp 59.050, Entry (2) Rp 58.500, Cut loss point: Rp 58.000

 

2.    Truba Alam (TRUB) (BUY): (Target: Rp 75) (Close 08/06: Rp 71)

• Secara technical mulai ada momentum untuk terjadi perubahan tren dari sideways short term ke uptrend sehingga rekomen mengambil posisi untuk antisipasi rally yang akan membuat daily stochastic 5 hari untuk melewati neutral 50-line ke positive territory sehingga memuka ruang naik ke overbought area.

• Entry (1) Rp 70, Entry (2) Rp 68, Cut-loss point: Rp 66

 

3.    Perusahaan Gas Negara (PGAS) (BUY): (Target: Rp 4.150) (Close 08/06 Rp 3.950)

• Naiknya harga minyak akan membuat gas alam menjadi alternatif ke bahan bakar diesel industri (70% lebih murah memakai gas versus diesel) sehingga permintaan untuk suplai kebutuhan gas dalam negeri tetap meningkat

• Entry: (1) Rp 3.950, Entry (2) Rp 3.850, Cut loss point: Rp 3.750

 

4.   Indofood Sukses Makmur (INDF) (BUY): (Target: Rp 5.650) (Close 08/06 Rp 5.450)

• Dominasi pasar mie domestic (80%), exposure ke CPO dan diuntungkan dari penguatan rupiah dan proses restrukturasi utang (deleveraging), dan ekspansi margin di 2H 2011 akibat kenaikan harga mie instan, merupakan beberapa katalis positif untuk INDF.

• Entry: (1) Rp 5.400, Entry (2) Rp 5.300, Cut loss point: Rp 5.100

 

Dibuat oleh: 

Yuganur Wijanarko

Senior Research HD Capital (Yuganur@hdx.co.id)

Rekomendasi Beberapa Sekuritas, 9 Juni 2011

Berikut rekomendasi beberapa sekuritas untuk perdagangan Kamis, 9 Juni 2011.

1. E-Trading Securites

IHSG kemarin ditutup turun 17 poin (-0,45%) ke level 3.825. Namun, asing melakukan net buying Rp 12,4 miliar.  Secara teknikal, IHSG masih berada dalam fase konsolidasi, namun perlu diwaspadai adanya short terms bearish. Hari ini, indeks masih rawan terkoreksi dan akan bergerak di kisaran 3.797–3.844. Perhatikan JPFA, BDMN, dan SGRO.

2. Trimegah Securities

Dibutuhkan sentimen positif bagi IHSG untuk keluar dari area konsolidasi 3.810-3.850. Untuk hari ini, indeks diperkirakan akan bergerak di level 3.815- 3.845 dengan memperketat stop loss di level 3.780. Trading buy BMRI, BBNI, ASII.

3. Indo Premier Securities  

Ketiadaan sentimen positif dan turunnya bursa saham Asia dan Eropa membuat indeks tidak berdaya, sehingga anjlok 17 poin. Sejauh ini, prospek bursa Eropa dan New York masih muram. Secara teknikal, indeks hari ini masih berpotensi melemah di  kisaran 3.800-3850.  Stock picks kami ketika harga turun  adalah BBRI, BMRI, ASII, UNTR, JSMR.

Saham-saham yang dominan dibeli asing, 7 Juni 2011

Saham-saham yang dominan dibeli asing, Selasa 7 Juni 2011.

Kode Saham                          Volume                   Jual                    Beli

ACES	96.000	0	70.000
ADHI	2.389.000	0	877.000
ADMG	24.740.500	0	1.500.000
AISA	1.262.000	0	126.000
AKRA	4.940.000	563.000	1.386.500
AMFG	269.500	0	39.500
ARNA	380.000	0	150.000
ASGR	7.866.000	159.500	850.500
BBRI	19.060.500	5.590.500	9.686.500
BISI	1.616.500	0	35.000
BJBR	8.286.500	20.000	170.500
BKSL	119.274.500	0	9.610.000
BKSW	339.000	0	337.500
BLTA	12.057.000	0	944.000
BMTR	9.136.500	124.000	160.500
BNBR	577.402.500	1.500	1.195.000
BORN	20.838.000	5.561.000	6.733.000
BRMS	115.940.500	1.540.000	29.574.500
BSDE	4.989.500	28.000	2.175.000
BTEL	15.277.000	1.000.000	10.991.500
BUDI	2.312.000	0	1.250.000
BVIC	533.000	0	50.000
BWPT	12.467.500	0	2.138.000
BYAN	357.000	5.000	273.000
CFIN	2.962.000	45.000	2.080.000
CMNP	11.351.500	50.000	250.000
CPIN	11.974.000	1.537.500	9.534.000
CTRA	27.551.500	518.500	17.153.500
CTRP	14.599.000	0	8.737.000
CTRS	2.025.000	0	500.000
DEWA	1.408.859.000	11.262.500	13.571.000
DILD	7.489.000	359.000	2.227.000
ELSA	2.261.000	0	75.000
ENRG	218.629.000	337.500	1.565.500
EXCL	2.257.500	1.095.500	1.594.500
FREN	182.000	0	50.000
HRUM	6.454.000	0	4.554.500
ICBP	1.167.500	0	611.000
INDF	8.566.500	2.772.500	3.902.000
INTA	15.347.000	0	423.500
ISAT	849.000	484.500	636.000
ITMG	922.000	347.000	516.500
JAWA	10.201.000	0	222.500
JSMR	2.672.500	0	350.000
KAEF	20.502.500	0	2.250.000
KIJA	8.975.000	686.000	3.000.000
LPPS	5.677.500	0	1.000.000
MAPI	1.814.500	217.000	514.500
MBSS	13.123.500	0	1.730.000
MITI	1.129.000	0	125.000
MLPL	10.083.500	35.000	2.168.000
MNCN	18.914.500	6.250.000	8.090.500
MPPA	5.800.500	10.000	606.500
MYOR	435.000	16.000	204.500
PANS	2.102.500	0	45.000
PGAS	21.528.000	13.272.000	14.309.000
PNBN	533.000	0	55.500
POLY	23.771.500	544.500	1.524.500
PTPP	1.493.500	344.500	478.000
PWON	21.994.500	0	2.874.000
RALS	4.700.500	1.100.000	1.393.500
RMBA	89.500	0	57.000
SCMA	678.000	113.000	262.500
SDRA	4.528.000	100.000	300.000
SGRO	1.636.500	70.000	646.500
SMCB	3.287.500	175.000	2.217.500
SMRA	3.275.500	0	1.560.000
SMSM	3.504.000	5.000	854.000
SSIA	6.282.500	50.000	1.213.500
SULI	781.000	0	195.000
TBIG	860.500	380.000	487.500
TINS	2.118.000	0	499.500
TRIL	1.730.000	0	500.000
TURI	2.233.500	0	278.000
UNSP	183.013.000	737.500	10.554.500
UNTR	8.415.500	1.999.500	3.965.000
WINS	4.645.000	0	1.000.500

Indonesia May Delay Rate Increase

Indonesia’s central bank will probably keep interest rates unchanged for a fourth month as slowing inflation and a strengthening currency allows it to delay an increase and support economic expansion. 

Bank Indonesia will hold its benchmark reference rate at 6.75 percent, according to all 14 economists surveyed by Bloomberg News ahead of a decision due in Jakarta tomorrow. 

Governor Darmin Nasution has refrained from adding to the central bank’s first rate increase in more than two years in February even as neighbors from Thailand to the Philippines tightened monetary policy further. Inflation eased for a fourth month in May as a 5.4 percent gain in the rupiah this year capped import costs. 

“Inflation is still under control, so Bank Indonesia will hold interest rates this month to support economic growth,” said David Sumual, an economist at PT Bank Central Asia in Jakarta “It doesn’t mean Bank Indonesia is behind the curve.” 

President Susilo Bambang Yudhoyono’s policy makers have extended fuel subsidies and let the rupiah climb the most after Taiwan in Asia this year to damp inflation, as rising food and oil costs force China, Thailand, India, Vietnam, Malaysia and the Philippines to raise rates. 

The Indonesian currency touched 8,506 a dollar earlier this week, the strongest level since March 2004. A stronger currency has also helped Australia contain inflation, allowing the Reserve Bank of Australia to leave its benchmark rate unchanged at 4.75 percent for a sixth straight meeting yesterday.

Growth Eases

Southeast Asia’s biggest economy expanded 6.5 percent last quarter from a year earlier, slowing from 6.9 percent in the previous three months. Gross domestic product may rise 6.5 percent to 6.9 percent in 2012, Finance Minister Agus Martowardojo said May 20. 

“This isn’t the time for Bank Indonesia to raise rates,” said Erwan Teguh, head of research at PT CIMB Securities Indonesia in Jakarta, citing easing inflation. 

The government will probably refrain from raising fuel prices, helping support “strong GDP growth this year,” Ari Pitoyo, head of research at PT Mandiri Sekuritas in Jakarta, said in a report sent to Bloomberg News on June 6. That would be good for property and consumer goods companies, Pitoyo said. 

CIMB’s Teguh said the outlook is promising for consumer companies such as PT Astra International, PT Gudang Garam, PT Indofood Sukses Makmur and PT Unilever Indonesia.

Stocks Climb

The country’s benchmark stock index has climbed 3.8 percent this year, outperforming those in Japan, Hong Kong, China, Taiwan, South Korea, India, Singapore, Malaysia, Thailand and the Philippines. Jakarta-based Property developer Royal Oak Development Asia led gains. 

Still, Indonesia’s policy makers may raise borrowing costs starting next month if inflation accelerates out of control in July and August, Bank Central Asia’s Sumual said. 

Consumer prices rose 5.98 percent last month from a year earlier, less than the 6.16 percent gain in April. Core inflation accelerated to 4.64 percent from 4.62 percent in April.

Neighboring Thailand raised rates last week for the fourth time this year to damp accelerating inflation, boosting the one- day bond repurchase rate by a quarter of a percentage point to 3 percent. The Philippine central bank increased the rate it pays lenders for overnight deposits to 4.5 percent in May from 4.25 percent in its second move this year, while Bank Negara Malaysia lifted the overnight policy rate by a quarter-point to 3 percent. Source: Bloomberg

AT&T secures license to operate in Indonesia

U.S. telecom operator AT&T Inc said Wednesday it has secured a license to operate in Indonesia, providing the telecommunications giant with a new catalyst to grow its enterprise business in Asia. 

AT&T is the first foreign telecom operator to be granted a license in Indonesia. Previously, the company had to sell its service in partnership with local providers. A license allows AT&T to provide service directly to companies in the country, which can provide a boost to revenue and margins because the company doesn't have to share the pie. 

The license underscores the importance of overseas operations as a growth driver. It also illustrates a trend of countries easing their regulatory controls over business. Wider access for U.S. telecom firms means a shot in the arm for their business units, which still face a stagnant market at home. 

AT&T typically provides multi-national corporations with business services such as virtual private networks, business applications and network access. Through the new license, the company plans to offer Internet phone service and managed networks to global companies in Indonesia. 

"You're seeing a general trend in the region where countries are making moves to open up," said Roman Pacewicz, senior vice president of marketing and global strategy for AT&T. "Any Asian market is a market we look closely at and evaluate." 

AT&T could potentially look to Thailand and Vietnam, which are other fast-growing markets that have recently loosened their regulatory stances. 

The Asia-Pacific business, which AT&T doesn't break out, is the second-largest global region with an annual double-digit growth rate over the past five years.

In comparison, AT&T's total business revenue in the second quarter fell 4.5% to $9.3 billion, although its more advanced services, such as Internet protocol, showed growth. The company has been pushing to replace its older legacy phone and Internet connection revenue with advanced Internet-based services. 

AT&T has about 80 multinational customers in Indonesia now. But the process of billing and selling services was complicated and cumbersome because of the partnership arrangements. Pacewicz said he believes the licenses could potentially allow the company to grow its customer base there. 

The company went through a two-year process of filing for a license and enduring an audit process to get the license. It also had to make some commitments for investments in the country, although the company declined to specify what they were.

The granting of a license has in the past resulted in a stronger foothold in that country and a spark in revenue growth. After AT&T was granted a license to operate in India in 2006, the company saw revenue jump 60% the following year. Since then, revenue in the country has grown in the double-digit rate, although India is among the countries seeing the fastest growth. The company also received a license to operate in Malaysia last year.

AT&T's entrance could mean more competition for local telecom providers in Indonesia including Indosat . But Pacewicz said that AT&T will only be going after the larger global companies, leaving the local businesses to the domestic providers. Source: Market Watch

Rekomendasi HD Capital, 8 Juni 2011

Rekomendasi HD Capital untuk perdagangan Rabu, 8 Juni 2011.

BUY: (UNTR, UNSP, BMRI, ADRO)

• Technical rebound di Dow Jones pasca koreksi berlebihan dari keadaan oversold (jenuh jual) akan membantu IHSG dalam proses mencetak new high.

• IHSG close (07-06) 3.826.623(-5.297/-0.15%) (Val.Rp.3.4T) 

• Support: 3.770-3.700, Resistance: 3,880-3.950

 

Stock picks:

1.      United Tractors (UNTR) (BUY) (Target Rp 23.400) (Close 07/06 Rp 23.100)

• Optimisme bahwa bisnis alat berat mulai membaik dan volume penjualan akan melewati ekspektasi pasar pada 2011 dapat offset penurunan produksi dari segi usaha mining akibat sempatnya mengalami hujan yang masih tinggi pada Q1 2011.

• Entry (1) Rp 23.050, Entry (2) Rp 22.700, Cut loss point: Rp 22.250

 

2.    Bakrie Sumatra (UNSP) (BUY): (Target: Rp 480) (Close 07/06: Rp 460)

• Outlook CPO yang positif dan proses debt restructuring yang mengambil momentum dari menguatnya rupiah (weak US$) merupakan katalis positif untuk perbaikan kinerja laba di laporan keuangan di Q2 2011.

• Exit (1) Rp 455, Entry (2) Rp 440, Cut-loss point: Rp 420

 

3.    Bank Mandiri (BMRI) (BUY): (Target: Rp 7.250) (Close 07/06 Rp 7.050)

• Ekspektasi pasar akan kenaikan LDR (loan to deposit ratio) yang didorong oleh ikim suku bunga kondusif (BI rate tetap) dan sumber pendanaan murah (akibat efek mengutanya rupiah ke government bond) merupakan beberapa alasan untuk BMRI keluar dari tren turun untuk menuju kembali ke Rp 7.250

• Entry: (1) Rp 7.050, Entry (2) Rp 6.950, Cut loss point: Rp 6.850

 

4.   Adaro Energy (ADRO) (BUY): (Target: Rp 2.575) (Close 07/06 Rp 2.475)

• Diuntungkan dari kenaikan harga batubara karena memiliki infrastructure produksi dan transportasi yang terbaik di antara sectornya sehingga proses earnings recovery akan berjalan sesuai scenario untuk sisa tahun 2011.

• Entry: (1) Rp 2.450, Entry (2) Rp 2.425, Cut loss point: Rp 2.375

 

Dibuat oleh: 

Yuganur Wijanarko

Senior Research HD Capital (Yuganur@hdx.co.id)

Rekomendasi Beberapa Sekuritas, 8 Juni 2011

Berikut rekomendasi beberapa sekuritas untuk perdagangan Rabu, 8 Juni 2011.

1. E-Trading Securities

IHSG kemarin naik 8,7 poin (0,22%) ke level 3.842,95 menyusul naiknya harga komoditas. Asing tercatat melakukan net selling Rp 201 miliar. Level 3.815-3.820 masih menjadi support yang cukup kuat bagi IHSG. Sementara untuk hari ini, indeks diperkirakan masih bergerak mixed dalam range 3.817–3.860. Amati HRUM, BMRI, dan BBTN.    

2. Indo Premier Securities

Bursa Asia kembali bergerak melemah karena kekhawatiran adanya ketidakpastian Yunani akan menerima bailout tahap kedua. Meski begitu, indeks berhasil naik 8 poin kemarin. Profit taking masih mungkin terjadi pada hari-hari mendatang. Sementara untuk hari ini, indeks akan bergerak di kisaran 3.829-3873. Stock picks kami adalah BBRI, BMRI, BJBR, ASII, UNTR, JSMR. 

Jasuindo Tiga Perkasa Stock Split 1:5

PT Jasuindo Tiga Perkasa (JTPE) berencana melakukan pemecahan nilai saham (stock split) 1:5 pada 25 Juli 2011. Nilai nominal saham perseroan saat ini adalah Rp 100 dan akan dipecah menjadi Rp 20/saham.

Berikut jadwal pelaksanaan stock split perseroan:

15 Juni 2011: RUPS-LB

25 Juli 2011: Akhir perdagangan saham dengan nilai nominal lama di pasar regular dan negosiasi

26 Juli 2011: awal perdagangan saham dengan nominal baru di pasar regular dan negosiasi

28 Juli 2011: akhir penyelesaian transaksi saham dengan nominal lama di pasar regular dan 

                   negosiasi

28 Juli 2011: tanggal penentuan pemegang rekening yang berhak atas hasil perubahan nominal saham

29 Juli 2011: saham dengan nominal baru didistribusikan kepada pemegang rekening

29 Juli 2011: awal perdagangan saham dengan nilai nominal baru di pasar tunai

29 Juli 2011: tanggal dimulainya penyelesaian transaksi saham dengan nominal baru

Talisman's Jambi Merang gas project began output in late-April -CEO

Talisman Energy Inc started output at its Jambi Merang natural gas project in Indonesia in late-April, earlier than expected, Chief Executive John Manzoni said on Tuesday.

"It is on budget. A little earlier than expected, it started in late-April," Manzoni told reporters on the sidelines of an industry event in the Malaysian capital.

The project was slated to start in the middle of this year. It is expected to produce 8,000 to 10,000 barrels of oil equivalent per day over the next few years, he said.
Manzoni also said the company may not sell its stake in the Kintan project in the Timor sea. Source: Reuters

Saham yang Dominan Dibeli Asing per 6 Juni 2011

Saham-saham yang dominan dibeli asing, Senin 6 Juni 2011.

Kode Saham                          Volume                 Jual                     Beli

AMFG	40,000	0	6,000
ASGR	1,235,500	0	157,500
ASRI	51,018,500	4,255,500	11,967,000
BBNI	18,468,500	6,053,000	6,542,000
BJBR	11,639,000	0	1,243,000
BKSW	250,000	0	250,000
BLTA	9,619,500	0	1,500
BMTR	2,089,500	199,500	281,000
BNBR	337,338,500	0	1,356,000
BNLI	226,500	0	10,000
BORN	55,971,000	8,129,500	18,652,500
BRMS	27,072,000	50,000	300,000
BTEL	14,885,000	500,000	6,270,500
BULL	117,374,500	0	8,100,000
BUMI	130,158,500	22,378,000	49,507,500
BYAN	217,000	35,000	103,500
CPIN	4,671,500	359,000	1,968,000
CTRA	4,882,000	500	2,000,000
CTRP	1,065,500	0	610,500
CTRS	1,437,500	0	1,238,000
DGIK	56,172,000	0	1,250,000
EMTK	64,500	0	38,000
ENRG	455,350,000	9,500,000	19,292,000
EXCL	1,506,500	466,500	514,500
FISH	101,000	20,000	73,000
GGRM	779,500	296,500	648,500
GJTL	3,056,500	488,000	877,500
HEXA	159,500	0	115,000
HRUM	5,143,500	1,506,000	3,758,000
ICBP	6,034,500	302,000	339,000
INCI	7,067,500	0	10,000
INDF	4,362,000	1,173,000	2,832,500
INDS	5,204,000	80,000	161,000
INDY	3,006,000	584,000	908,500
INTA	22,459,000	2,500	565,000
INTP	3,502,000	163,500	2,413,000
IPOL	24,262,500	0	2,650,000
ISAT	469,500	92,500	164,500
ITMG	581,000	159,500	257,500
KRAS	5,120,500	0	100,000
KREN	2,421,000	0	10,000
LSIP	1,769,500	0	5,000
LTLS	141,500	0	500
MAIN	1,029,000	0	150,000
MBSS	8,902,000	0	1,450,500
MDLN	7,484,500	0	500,000
MDRN	120,000	11,500	58,000
MEDC	2,715,500	0	1,006,500
MLPL	4,843,000	0	950,000
MNCN	16,262,500	5,750,000	9,912,500
MPPA	1,876,000	0	378,500
MYOR	260,500	0	84,000
MYTX	20,346,500	0	275,000
POLY	10,013,500	0	10,000
PTBA	876,000	352,500	494,500
PTPP	546,000	180,000	439,500
PTSP	62,000	0	50,000
PWON	18,766,000	0	1,087,500
RAJA	333,000	0	150,000
RALS	1,731,000	300,000	652,000
ROTI	126,500	70,000	116,500
SCMA	55,500	4,500	29,500
SDRA	13,168,500	0	100,000
SGRO	1,262,000	0	511,500
SMCB	1,174,500	47,500	1,047,500
SMRA	913,000	0	235,000
SULI	1,233,000	0	308,500
TBIG	2,472,000	1,022,000	1,357,000
TKIM	286,000	0	55,000
TOTL	734,500	0	20,000
TSPC	564,500	0	25,000
UNSP	52,132,000	10,000	250,000
UNTR	1,444,000	603,500	702,500
UNVR	635,500	209,000	331,000
WINS	4,930,500	15,000	1,160,500

Rekomendasi HD Capital, 7 Juni 2011

Berikut rekomendasi HD Capital untuk perdagangan Selasa, 7 Juni 2011.

BUY: (GJTL, BBNI, PGAS, TLKM)

• Koreksi di IHSG akibat imbas regional tertahan oleh pergerakan sideways (tren samping) di mana strategi dalah mengunakan penurunan sementara untuk akumulasi posisi dan menunggu rally yang akan datang untuk melakukan jual.

• IHSG close (06-06) 3.826.623(-11.697/-0.50%) (Val.Rp.3.4T)

• Support: 3.770-3.700, Resistance: 3,880-3.950

 

Stock picks:

1.      Gajah Tunggal (GJTL) (BUY) (Target Rp 3.100) (Close 06/06 Rp 2.900)

• Pertumbuhan penjualan mobil dan motor untuk 2011 yang diestimasi sekitar 12% dan 13% serta permintaan dari export market untuk ban Michelin dapat offset penurunan margin sementara dari kenaikan harga bahan baku karet yang merupakan 77% dari komponen pembuatan.

• Entry (1) Rp 2.825, Entry (2) Rp 2.750, Cut loss point: Rp 2.650

 

2.    Bank BNI (BBNI) (BUY): (Target: Rp 4.050) (Close 06/06: Rp 3.825)

• Valuasi PBV yang terendah di 2012 dengan kenaikan ROE (diperkirakan selama 2011 ke 2013 akan naik dari 14 ke 17%, serta ekspektasi pertumbuhan pinjaman yang paling agresif pada 2012 dan pengetatan standar kredit menjadi katalis jangka panjang untuk BBNI.

• Exit (1) Rp 3.800, Entry (2) Rp 3.750, Cut-loss point: Rp 3.600

 

3.    Perusahaan Gas Negara (PGAS) (BUY): (Target: Rp 4.075) (Close 06/06 Rp 3.950)

• Status bahan bakar gas sebagai alternatif yang lebih murah versus diesel (75%) untuk sektor industri dapat offset permasalahan pasokan gas yang belum sepenuhnya terkuasai hingga kini sehingga koreksi yang terjadi dapat digunakan sebagai kesempatan untuk akumulasi.

• Entry: (1) Rp 3.950, Entry (2) Rp 3.875, Cut loss point: Rp 3.825

 

4.   Telekomunikasi Indonesia (TLKM) (BUY): (Target: Rp 7.650) (Close 06/06 Rp 7.550)

• Iklim kompetisi bisnis yang lebih sehat sejak tahun lalu akan menguntungkan bagi TLKM yang memiliki jaringan telekomunikasi terbesar di Indonesia (50% dari pasar seluler mobile).

• Entry: (1) Rp 7.500, Entry (2) Rp 7.540, Cut loss point: Rp 7.350

  

Dibuat oleh: 

Yuganur Wijanarko

Senior Research HD Capital (Yuganur@hdx.co.id)

Rekomendasi Beberapa Sekuritas, 7 Juni 2011

Berikut rekomendasi beberapa sekuritas untuk perdagangan hari Selasa, 7 Juni 2011.

1. E-Trading Securities

IHSG kemarin turun 9,8 poin (-0,26%) ke level 3.834. Investor asing membukukan net selling Rp 90,294 miliar. Secara teknikal, pelemahan indeks masih tertahan garis support trend line-nya di level 3.820. Namun perlu diwaspadai koreksi lanjutan, karena Stochastic telah membentuk deathcross. Hari ini indeks diperkirakan bergerak di kisaran 3.799–3.856. Amati INDY, ITMG, dan BUMI. 

2. Indo Premier Securities

Mengawali pekan ini, bursa Asia dibuka lesu karena data pengangguran Amerika Serikat pada Mei memburuk. Oleh karena itu, IHSG berpotensi bergerak dalam kisaran sempit di level 3.829-3873 selama pekan ini. Stock picks kami adalah BORN, HRUM karena dalam sebulan terakhir baru naik masing-masing 6% dan 3%. 

3. Kresna Sekurindo

Minimnya katalis membuat IHSG kembali berkonsolidasi di area negatif. Meskipun tekanan jual diperkirakan masih akan mendominasi market, peluang beli masih terbuka pada saham yang berada di area support. Hari ini indeks diperkirakan bergerak di kisaran 3.800-3.860 dengan BUMI dan TINS sebagai saham pilihan.