News & Analysis: Indonesia & Global 07-10 Feb 2014
WARNING: The Fed saw an ‘unsustainable bubble’ ... Bill Gross: ‘Credit Supernova’
... Nouriel Roubini: ‘Prepare for perfect storm’ ... Jeffrey Gundlach:
‘Kaboom Ahead’ ... Charlie Ellis: ‘Don’t own bonds’ ... Gary Shilling:
‘Shocker’ ... Peter Schiff ‘doubling down’ on his ‘doomsday’ prediction
... and InvestmentNews’ dark warning to 90,000 professional advisers:
‘Tick, tick ... boom!’
17 Feb. IHSG: TP 4.555 DONE (Target ke 6 sejak Okt 2013 DONE; Terlampir Chart 28 Jan) in February BULL; NEXT 2 Target Bull (Black Arrow) vs 2 Target Down (Gaps).
10 Feb
Vale Indonesia, Aneka Rise as Nickel Futures Gain for 3rd Day
PALM OIL JUMPS AS MUCH AS 1.1% TO 2,605 RINGGIT A METRIC TON
Thermal Coal Swaps Decline in Indonesia, China and Australia
Next up for markets—Janet Yellen The Fed chair's first testimony before Congress is the big event for markets in the week ahead, as traders sift through economic data. http://www.cnbc.com/id/101399961
BN: Adhi Karya Rises to 3-Mo. High After 2013 Profit Nearly Doubled; Adhi Karya 2013 Net Income Almost Doubles to 405.98b Rupiah
BN: Bank Tabungan Negara Rises to 4-Mo. High After Gain in Profit; Bank Tabungan Negara Says 2013 Net Income 1.56t Rupiah
BN:Medco, Energi Mega Gain as Crude Oil Climbs for Fifth Day
BN: INDONESIA'S MEDCO UNIT TO BUY 90% STAKE IN MOONBI ENERGY
BN: JPMorgan May Lower Indonesia’s 2014 Current-Account Gap Forecast
BN: Garuda Indonesia Said to Mull 10 More Airbus A330s
BN: INSIDE INDONESIA: Rupiah Steady; Credit Suisse Sees Rate Held
BN: Rupiah Rally Seen on Jokowi Victory by Morgan Stanley to Maybank
BN: LONDON SUMATRA INDONESIA RAISED TO NEUTRAL VS SELL AT UBS
BN: Indonesia Coal Prices Seen Falling on Ample Supply, Survey Shows
Market signals speculators need to know
http://www.marketwatch.com/story/market-signals-speculators-need-to-know-2014-02-06
WEEKAHEAD: Stocks stabilize; now it’s up to Yellen, Cisco, the consumer
http://www.marketwatch.com/story/stocks-stabilize-now-its-up-to-yellen-the-consumer-2014-02-09
Hulbert: How to beat a falling market
http://www.marketwatch.com/story/10-stocks-to-beat-a-declining-market-2014-02-07
7 Feb
BN: ASTRA INTERNATIONAL RAISED TO BUY VS NEUTRAL AT UBS; INDOMOBIL SUKSES CUT TO NEUTRAL VS BUY AT UBS
BN: Indonesia Cuts Feb. Coal Benchmark Price to $80.44/T: Ministry
CTASaham Predicts Payroll (135k; Unemployment 6,7%)! Payrolls in U.S. Probably Expanded at a Faster Pace in January http://www.bloomberg.com/news/2014-02-07/payrolls-in-u-s-probably-expanded-at-a-faster-pace-in-january.html
Mobius Says Emerging-Market Selloff to Deepen Amid Outflows
http://www.bloomberg.com/news/2014-02-07/templeton-s-mark-mobius-says-emerging-markets-selloff-to-deepen.html
Net Buy Asing; TP 4.437 DONE/Next 4.483/4.510 (Sesuai ekspektasi CTA Pekan lalu) Sembilan Sektor Menghijau, IHSG Melaju 40 Poin http://finance.detik.com/read/2014/02/07/113137/2490118/6/sembilan-sektor-menghijau-ihsg-melaju-40-poin
Prediksi Bisnis di Tahun Kuda 2014 http://finance.detik.com/indeksfokus/1367/ramalan-bisnis-2014
Peluang Penguatan Rupiah Terbatas Sebelum Black March Attack! Menutup Pekan Ini, Kurs Tengah BI Melemah Ke Rp12.176/US$
m.bisnis.com/market/read/20140207/93/201692/menutup-pekan-ini-kurs-tengah-bi-melemah-ke-rp12.176us
CTASaham Predict BI Rate Hold 7.5% Next Week! Bank Rakyat, Mandiri Gain on Expectation BI Won’t Raise Rate
Central Omega Berencana Bagi Dividen Rp281,52 M http://pasarmodal.inilah.com/read/detail/2071801/central-omega-berencana-bagi-dividen-rp28152-m#.UvRkf4Xoxio
Vale Indonesia, Aneka Rise as Nickel Gains Most in Almost 4 Wks; Timah Gains for 2nd Day After Drops Depress RSI
Global Funds Cut Holdings of Thailand, Indonesia and India Bonds
Sri Rejeki Isman Plans to Sell $350m of Global Bonds: Kontan
The HSBC China services Purchasing Managers' Index fell to 50.7 in January from 50.9 in December, HSBC Holdings PLC
@MQTerranova hajar kanan saham breakouts Emq, switch dari profit taking saham pilihan tadi, semoga happy big zhuan CTA besok
Get Ready For The Last Swing Bull Rally ... Indonesia ETFs Sidestep Emerging Market Sell-Off http://finance.yahoo.com/news/indonesia-etfs-sidestep-emerging-market-184628837.html …
Foreign Buy Rp 294B; >5-20D MA TP Gap 4.437-4.483 vs PER 20.46x; Pola Diamond; Mercury RX! IHSG Bakal Menguat Besok! http://m.bisnis.com/market/read/20140206/7/201585/ihsg-bakal-menguat-lagi-besok
BN: INDONESIA DEC. LOAN GROWTH AT 21.4% Y/Y, BANK INDONESIA SAYS INDONESIA JAN. FOREX RESERVES AT $100.7B: BANK INDONESIA
BN: Indonesia Consumer Stocks Gain on Economic Outlook, Floods
Indonesia Stocks May Rally if Widodo Were President, CIMB Says
17 Feb. IHSG: TP 4.555 DONE (Target ke 6 sejak Okt 2013 DONE; Terlampir Chart 28 Jan) in February BULL; NEXT 2 Target Bull (Black Arrow) vs 2 Target Down (Gaps).
10 Feb
Vale Indonesia, Aneka Rise as Nickel Futures Gain for 3rd Day
PALM OIL JUMPS AS MUCH AS 1.1% TO 2,605 RINGGIT A METRIC TON
Thermal Coal Swaps Decline in Indonesia, China and Australia
Next up for markets—Janet Yellen The Fed chair's first testimony before Congress is the big event for markets in the week ahead, as traders sift through economic data. http://www.cnbc.com/id/101399961
BN: Adhi Karya Rises to 3-Mo. High After 2013 Profit Nearly Doubled; Adhi Karya 2013 Net Income Almost Doubles to 405.98b Rupiah
BN: Bank Tabungan Negara Rises to 4-Mo. High After Gain in Profit; Bank Tabungan Negara Says 2013 Net Income 1.56t Rupiah
BN:Medco, Energi Mega Gain as Crude Oil Climbs for Fifth Day
BN: INDONESIA'S MEDCO UNIT TO BUY 90% STAKE IN MOONBI ENERGY
BN: JPMorgan May Lower Indonesia’s 2014 Current-Account Gap Forecast
BN: Garuda Indonesia Said to Mull 10 More Airbus A330s
BN: INSIDE INDONESIA: Rupiah Steady; Credit Suisse Sees Rate Held
BN: Rupiah Rally Seen on Jokowi Victory by Morgan Stanley to Maybank
BN: LONDON SUMATRA INDONESIA RAISED TO NEUTRAL VS SELL AT UBS
BN: Indonesia Coal Prices Seen Falling on Ample Supply, Survey Shows
Market signals speculators need to know
http://www.marketwatch.com/story/market-signals-speculators-need-to-know-2014-02-06
WEEKAHEAD: Stocks stabilize; now it’s up to Yellen, Cisco, the consumer
http://www.marketwatch.com/story/stocks-stabilize-now-its-up-to-yellen-the-consumer-2014-02-09
Hulbert: How to beat a falling market
http://www.marketwatch.com/story/10-stocks-to-beat-a-declining-market-2014-02-07
7 Feb
BN: ASTRA INTERNATIONAL RAISED TO BUY VS NEUTRAL AT UBS; INDOMOBIL SUKSES CUT TO NEUTRAL VS BUY AT UBS
BN: Indonesia Cuts Feb. Coal Benchmark Price to $80.44/T: Ministry
CTASaham Predicts Payroll (135k; Unemployment 6,7%)! Payrolls in U.S. Probably Expanded at a Faster Pace in January http://www.bloomberg.com/news/2014-02-07/payrolls-in-u-s-probably-expanded-at-a-faster-pace-in-january.html
Mobius Says Emerging-Market Selloff to Deepen Amid Outflows
http://www.bloomberg.com/news/2014-02-07/templeton-s-mark-mobius-says-emerging-markets-selloff-to-deepen.html
Net Buy Asing; TP 4.437 DONE/Next 4.483/4.510 (Sesuai ekspektasi CTA Pekan lalu) Sembilan Sektor Menghijau, IHSG Melaju 40 Poin http://finance.detik.com/read/2014/02/07/113137/2490118/6/sembilan-sektor-menghijau-ihsg-melaju-40-poin
Prediksi Bisnis di Tahun Kuda 2014 http://finance.detik.com/indeksfokus/1367/ramalan-bisnis-2014
Peluang Penguatan Rupiah Terbatas Sebelum Black March Attack! Menutup Pekan Ini, Kurs Tengah BI Melemah Ke Rp12.176/US$
m.bisnis.com/market/read/20140207/93/201692/menutup-pekan-ini-kurs-tengah-bi-melemah-ke-rp12.176us
CTASaham Predict BI Rate Hold 7.5% Next Week! Bank Rakyat, Mandiri Gain on Expectation BI Won’t Raise Rate
Central Omega Berencana Bagi Dividen Rp281,52 M http://pasarmodal.inilah.com/read/detail/2071801/central-omega-berencana-bagi-dividen-rp28152-m#.UvRkf4Xoxio
Vale Indonesia, Aneka Rise as Nickel Gains Most in Almost 4 Wks; Timah Gains for 2nd Day After Drops Depress RSI
Global Funds Cut Holdings of Thailand, Indonesia and India Bonds
Sri Rejeki Isman Plans to Sell $350m of Global Bonds: Kontan
The HSBC China services Purchasing Managers' Index fell to 50.7 in January from 50.9 in December, HSBC Holdings PLC
@MQTerranova hajar kanan saham breakouts Emq, switch dari profit taking saham pilihan tadi, semoga happy big zhuan CTA besok
Get Ready For The Last Swing Bull Rally ... Indonesia ETFs Sidestep Emerging Market Sell-Off http://finance.yahoo.com/news/indonesia-etfs-sidestep-emerging-market-184628837.html …
Foreign Buy Rp 294B; >5-20D MA TP Gap 4.437-4.483 vs PER 20.46x; Pola Diamond; Mercury RX! IHSG Bakal Menguat Besok! http://m.bisnis.com/market/read/20140206/7/201585/ihsg-bakal-menguat-lagi-besok
BN: INDONESIA DEC. LOAN GROWTH AT 21.4% Y/Y, BANK INDONESIA SAYS INDONESIA JAN. FOREX RESERVES AT $100.7B: BANK INDONESIA
BN: Indonesia Consumer Stocks Gain on Economic Outlook, Floods
Indonesia Stocks May Rally if Widodo Were President, CIMB Says
