DAILY STOCKPICK 26 JULI 2016

Mengawali pekan ini IHSG kembali menguat 0.45% dan ditutup pada level 5,220. Asing kembali melakukan net buy sebesar 100.33 Milliar dalam satu hari pembukaan market. Hari ini kami memprediksikan IHSG akan bergerak mix kecenderungan untuk melemah dengan level resistance 5,242 dan support 5,172.
Berikut saham-saham penggerak IHSG dari berbagai sektor.

Global & Commodities Indices

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HIGHLIGHT NEWS

1. Harga Minyak ke Level Terendah Sejak April.

Jakarta. Harga minyak dunia kembali ke level terendah dalam lebih dari tiga bulan setelah tingginya pasokan membayangi pergerakan harga. Mengutip Bloomberg, Senin (25/7) pukul 19.45 WIB, harga minyak WTI kontrak pengiriman September 2016 di New York Mercantile Exchange tergerus 1,5% ke level US$ 43,53 per barel dibanding sehari sebelumnya. Harga minyak telah tergerus di hari keempat dan berada di level terendah Sejak 18 April 2016. Sepekan terakhir harga minyak terkikis 4,1%. Yulia Safrina, Research and Analyst PT Monex Investindo Futures memaparkan, sentimen utama penggerak harga minyak masih terkait persediaan. "Memang tingkat persediaan minyak Amerika Serikat (AS) sedang turun, tetapi ada cadangan di beberapa wilayah yang meningkat. Beberapa proyeksi menyatakan belum ada potensi keseimbangan harga," paparnya. Rilis terakhir dari Energi Information Administration, pasokan minyak AS turun 2,3 juta barel secara mingguan. Tetapi total cadangan minyak sebesar 519,5 juta barel atau angka tertinggi sepanjang tahun ini.(Kontan)

 

2. Kereta Api Bikin Penjualan PTBA Naik 11%.

Jakarta. Volume penjualan batubara PT Bukit Asam Tbk tercatat meningkat hingga Semester I tahun ini. Adib Ubaidillah, Sekretaris Perusahaan PTBA mengatakan, PTBA tetap optimistis bisa mencapai target penjualan di akhir tahun. Pada periode Januari hingga Juni 2016, volume penjualan PTBA tercatat sekitar 10,02 juta ton. Jumlah itu naik 11% dibandingkan periode yang sama tahun lalu sebesar 9,03 juta ton.  Adib mengatakan, penjualan ini terdiri dari ekspor sebesar 40% dan sisanya dari penjualan domestik. "Peningkatan volume penjualan lebih disebabkan daya angkutan kereta api yang membaik," ujarnya kepada KONTAN, Senin (25/7). PT Kereta Api Indonesia (KAI) memang sudah menyelesaikan pembangunan rel dobel track dari lokasi tambang di Tanjung Enim hingga ke Prabumulih. Sebelumnya, KAI juga menambah lokomotif dan gerbong batubara dalam jumlah besar. Hal ini membuat target angkutan batubara KAI juga naik 50% dibandingkan tahun lalu menjadi 23,7 juta ton di tahun ini. Dengan begitu, pelabuhan Tarahan juga dapat beroperasi penuh sesuai dengan kapasitasnya sebesar 25 juta ton per tahun.(Kontan)

 

3. Five Things to Watch on The Economy.

I. Fed rate decision

The Federal Reserve is not expected to take action on interest rates at the conclusion of its two-day policy meeting at 18:00GMT, or 2:00PM ET, on Wednesday, as policymakers wait for the dust to settle from Britain's decision to leave the EU. A recent string of better than expected data reignited speculation that the U.S. central bank will raise interest rates before the end of the year. Interest rate futures are currently pricing in a 16% chance of a rate hike by September. December odds were at 45%, compared with less than 20% a week ago and up from 9% at the start of this month

II. BOJ policy announcement

The Bank of Japan's latest monetary policy announcement is due during Asian morning hours on Friday. Central bank Governor Haruhiko Kuroda will hold a press conference afterward. Speculation has mounted in recent weeks that the BOJ will cut its main interest rate deeper into negative territory and expand its monetary stimulus program in an effort to help the domestic economy emerge from deflation and fend off possible adverse effects from Brexit. A recent Reuters poll showed 85% of analysts expect the BOJ to ease on July 29, alongside the fiscal spending boost Prime Minister Shinzo Abe is set to announce this month. The BOJ has already implemented negative interest rates and is printing 80 trillion yen ($750 billion) a year to stimulate inflation after decades of deflation and stagnant growth, yet inflationary expectations appear to be weakening. 

III. U.S. advanced second quarter growth data

The U.S. is to release preliminary figures on second quarter economic growth at 12:30GMT, or 8:30AM, Friday. The data is expected to show that the economy expanded at a healthy 2.6% annual rate in the April-to-June quarter, improving from growth of 1.1% in the first quarter. Recent U.S. economic data, including June housing starts, retail sales, ISM manufacturing and employment were all better than expected, suggesting that economic growth regained speed in the second quarter. 

IV. U.K. preliminary Q2 GDP figures

The Office for National Statistics is to produce preliminary data on U.K. economic growth for the second quarter at 08:30GMT, or 4:30AM ET, on Wednesday, although the number will be seen as less relevant in the wake of the Brexit decision. The report is forecast to reveal the economy grew 0.5% in the three months ended June 30, after expanding 0.4% in the preceding quarter, confirming that the British economy went into the EU referendum on a solid footing. Growth is expected to slow down sharply in the second half of the year as U.K. businesses face uncertainty over the country’s future direction in wake of the Brexit vote.

V. Euro zone second quarter flash GDP

The euro zone will publish its first estimate on second quarter economic growth at 09:00GMT, or 5:00AM ET, on Friday. The consensus forecast is that the report will show the economy grew 0.3% in the April-June period, after expanding 0.6% in the preceding three months.(Investing.com)

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DAILY STOCKPICK

26 JULI 2016

SWING TRADE

1-4 MINGGU

ADRO
Buy on Breakout: Rp1,070-Rp1,080
Take Profit: Rp1,140
Cut Loss: Rp1,060




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FAST TRADE
1-2 HARI 

MLPL: Rp400-Rp404
BEST: Rp304-Rp306
INCO: Rp2,540-2,560
ADMG: Rp212
KLBF: Rp1,665-1,670

Take Profit: 4%-5%
Cut Loss: 2%

!Gunakan Maksimal Hanya 20% Dari Total Dana Anda Dalam Melakukan Fast Trade!




"Never Stop Investing, Never Stop Improving, Never Stop Doing Something New"
-Bob Parsons-

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