IHSG 24 November ditutup menguat pada level 5,211 atau sebesar 0.14% dari harga pembukaan. Dengan kapitalisasi pasar sebesar 5.654 Trilliun, sebanyak 129 saham menguat, 172 saham turun dan 103 saham bergerak stagnan. Hingga kemarin investor asing masih membukukan jual bersih sebesar Rp809.79 Milliar. Hari
ini kami memprediksikan IHSG akan bergerak mix cenderung untuk kembali menguat pada area resistance 5,230 dan
support 5,130. Tetap disiplin dalam trading serta waspada pada aksi
profit takinng untuk kondisi market pada hari ini.
Global & Commodity Indices
------------------------------------------------------------------------------
HIGHLIGHT NEWS
1. OPEC'S Latest Headache: Russian Reluctance To Cut Oil Output.
For months, Russia has told OPEC its preferred option in any eventual oil-supply deal was to freeze production, rather than to cut it. It’s dawning on the group that Moscow may actually mean it.
While Russia talked about a freeze, Saudi Arabia and its allies privately expected Moscow would eventually join a cut if the Organization of Petroleum Exporting Countries delivered its own reduction, according to people briefed on the matter, who asked not to be named because of the sensitive nature of the talks.
Several OPEC members are adamant Russia must reduce supply if the plan to ease a global glut is to succeed. Just one week before OPEC’s ministerial meeting in Vienna, that prospect seems less likely.
The two views are set to clash on Nov. 28 in talks between OPEC and non-OPEC nations. The outcome may decide whether there is any eventual agreement. Russia, Azerbaijan and Mexico are set to participate, according to people familiar with the arrangements. Others that have attended previous gatherings, including Oman, are not joining this time.
If Russia and other non-OPEC producers balk at the idea of cutting output, Saudi Arabia could reconsider pushing ahead.
“The negotiations will continue until the very end, and the deal is likely to go down to the wire,” said Amrita Sen, chief oil analyst at consultant Energy Aspects Ltd. in London.
Russian Energy Minister Alexander Novak on Wednesday said that a delegation plans to meet Saudi Arabia and others on Monday, but that it was too early to say whether the nation would join the formal OPEC ministerial meeting Nov. 30.
It’s easy to see how the Saudis and other OPEC members may have
gotten it wrong. Russia never explicitly ruled out cuts, merely saying
it favored a freeze at current levels -- a record 11.2 million barrels a
day. But recently the message from the Kremlin, at least in public, has
been more uncompromising.For months, Russia has told OPEC its preferred option in any eventual oil-supply deal was to freeze production, rather than to cut it. It’s dawning on the group that Moscow may actually mean it.
While Russia talked about a freeze, Saudi Arabia and its allies privately expected Moscow would eventually join a cut if the Organization of Petroleum Exporting Countries delivered its own reduction, according to people briefed on the matter, who asked not to be named because of the sensitive nature of the talks.
Several OPEC members are adamant Russia must reduce supply if the plan to ease a global glut is to succeed. Just one week before OPEC’s ministerial meeting in Vienna, that prospect seems less likely.
The two views are set to clash on Nov. 28 in talks between OPEC and non-OPEC nations. The outcome may decide whether there is any eventual agreement. Russia, Azerbaijan and Mexico are set to participate, according to people familiar with the arrangements. Others that have attended previous gatherings, including Oman, are not joining this time.
If Russia and other non-OPEC producers balk at the idea of cutting output, Saudi Arabia could reconsider pushing ahead.
“The negotiations will continue until the very end, and the deal is likely to go down to the wire,” said Amrita Sen, chief oil analyst at consultant Energy Aspects Ltd. in London.
Russian Energy Minister Alexander Novak on Wednesday said that a delegation plans to meet Saudi Arabia and others on Monday, but that it was too early to say whether the nation would join the formal OPEC ministerial meeting Nov. 30.
“There is no difficulty for us to freeze production,” Russian President Vladimir Putin said on Sunday after a regional conference, in comments that some OPEC delegates have taken as all but ruling out cuts.
Even as Russia talked about a freeze, it continued to ramp up output. Since September, when Putin and Saudi Deputy Crown Prince Mohammed bin Salman sat down for the last round of bilateral oil talks, Moscow has added another half a million barrels of daily production. “Saudi Arabia is very worried about Putin’s comments suggesting Moscow will merely freeze at current post-soviet record levels,” said Alexandre Andlauer, head of oil at research firm Alphavalue in Paris.
Iraq’s Prime Minister Haider Al-Abadi said Wednesday the nation is now willing to shoulder part of the burden of cuts, potentially removing one obstacle to a deal.
Moscow and other non-OPEC members want specifics before making any commitment and will take a “wait and see” approach, according to a non-OPEC delegate who asked not to be named to avoid jeopardizing the talks.
The hesitation from producers outside OPEC is understandable. Earlier this year, Saudi Arabia sank an output-freeze agreement because of the non-participation by its old foe, Iran.
The Saudi U-turn left Novak, who put a significant amount of political capital into the failed deal, empty handed. It also was a vindication for those in Moscow who have been skeptical about a pact with OPEC, including the powerful head of state-owned oil producer Rosneft PJSC, Igor Sechin.(Bloomberg)
2. CPO Mulai Merangkak Naik Kembali.
JAKARTA. Memasuki pekan ini, pergerakan harga CPO kini mulai merangkak naik. Analis memperkirakan CPO masih berpotensi terus menguat hingga menyentuh RM 3.000 per metrik ton.
Mengutip Bloomberg, Rabu (23/11) pukul 15.24 WIB, harga CPO kontrak pengiriman Februari 2016 di Malaysia Derivative Exchange tumbuh 0,48% ke level RM 2.942 per metrik ton dibanding sehari sebelumnya. Dalam sepekan terakhir, CPO meningkat 3,05%.
Deddy Yusuf Siregar, Research & Analyst PT Soo Gee Futures mengatakan sejauh ini setimen utama yang melekat dari pergerakan harga CPO masih dipengaruhi cuaca. Malaysian Palm Oil Association merilis produksi CPO Malaysia periode 1 – 20 November 2016 turun 3,5% dibanding periode yang sama bulan sebelumnya.
Curah hujan yang lebih tinggi dari biasanya dianggap bisa mempengaruhi proses panen hingga distribusi. “Sampai pekan ini curah hujan cukup tinggi dan bisa memicu banjir bandang,” terangnya kepada Kontan, Rabu (23/11). Proses panen dan distribusi akan terhambat jika terjadi banjir bandang. Alhasil selama periode 1-20 November kemarin ekspor CPO Malaysia mengalami penurunan sekitar 8%-9%. Padahal dari sisi permintaan CPO sendiri masih cukup besar.
Dengan dukungan serangkaian sentimen positif tersebut, Deddy melihat ada peluang CPO bergerak naik menembus level RM 3.000 per metrik ton. Namun untuk mencapai level tersebut, minyak sawit mentah masih terganjal penurunan harga minyak kedelai.
Kini dua negara pengimpor terbesar China dan India mulai banyak beralih ke minyak kedelai yang harganya lebih murah.(Kontan)
3. TPIA Akan Bangun Pabrik Polyethylene US$350 Juta.
JAKARTA. Setelah menyelesaikan ekspansi naphtha cracker pada tahun lalu, perusahaan petrokimia, PT Chandra Asri Petrochemical Tbk (TPIA) akan kembali menambah kapasitas produksinya.
Perseroan akan memperluas kapasitas pabrik polyethylene yang terletak di kompleks Naphtha Cracker yang terintegrasi di Cilegon, Banten. Ekspansi pabrik polyethylene ini diharapkan menambah kapasitas 400.000 ton per tahun. Saat ni, total kapasitas polyethylene perseroan sekitar 336.000 ton per tahun.
Suryandi, Direktur TPIA mengatakan, nilai investasi proyek ini belum final. Namun diperkirakan berkisar US$ 300 juta hingga US$ 350 juta. Perseroan akan menggunakan 30%-40% dana kas internal untuk membiayai proyek tersebut. "Selebihnya, bisa dicari pinjaman bank, atau opsi lain," ujarnya di Jakarta, Rabu (23/11).
Setelah perluasan pabrik ini, perseroan bisa memanfaatkan kelebihan produksi ethylene sekitar 430.000 ton per tahun untuk penggunaan internal. Rancangan final proyek ini baru akan diputuskan pada pengujung Semester I tahun depan. "Sehingga kemungkinan pembangunannya baru dilakukan pada tahun 2018 dan diharapkan selesai pada tahun 2020," imbuhnya.
Pabrik baru ini akan meningkatkan sumber pasokan domestik produk polyethylene yang tidak mencukupi permintaan pasar polyethylene di Indonesia, sekitar 1,4 juta ton per tahun. Untuk pabrik ini, TPIA juga telah menandatangani perjanjian kerja sama dengan Univation Technologies LLC yang berlokasi di Amerika Serikat untuk memakai UNIPOLTM PE Process.
Perjanjian tersebut meliputi paket desain proses, termasuk lisensi, untuk memproduksi linear low density polyethylene (LLDPE), high density polyethylene (HDPE) dan metallocene LLDPE (mLLDPE).(Kontan)
------------------------------------------------------------------------------------
DAILY STOCKPICK
24 NOVEMBER 2016
24 NOVEMBER 2016
SWING TRADE
4-8 MINGGU
DOID
Buy: Rp520-Rp525
Take Profit: Rp620
Cut Loss: Rp505
ANTM
Buy: Rp965-Rp975
Take Profit: Rp1,050
Cut Loss: Rp920-Rp925
AALI
Buy: Rp15,600
Take Profit: RpRp16,350-Rp16,450
Cut Loss: Rp15,000
LSIP
Buy: Rp1,660-Rp1,675
Take Profit: Rp1,800
Cut Loss: Rp1,600
-------------------------------------------------------------------------
FAST TRADE
1-2 HARI
GDST: Rp120-128
JPRS: Rp170-Rp176
BAJA: Rp360-Rp362
Buy: Rp520-Rp525
Take Profit: Rp620
Cut Loss: Rp505
Buy: Rp965-Rp975
Take Profit: Rp1,050
Cut Loss: Rp920-Rp925
Buy: Rp15,600
Take Profit: RpRp16,350-Rp16,450
Cut Loss: Rp15,000
Buy: Rp1,660-Rp1,675
Take Profit: Rp1,800
Cut Loss: Rp1,600
-------------------------------------------------------------------------
FAST TRADE
1-2 HARI
GDST: Rp120-128
JPRS: Rp170-Rp176
BAJA: Rp360-Rp362
Take Profit: 4%-5%
Cut Loss: 2-3%%
!Gunakan Maksimal Hanya 20% Dari Total Dana Anda Dalam Melakukan Fast Trade!
"The Stock Market is A Device For Transferring Money The Impatient To The Patient"
-Warren Buffet-
--------------------------------------------------------------------------------
DISCLAIMER ON:
Segala
keputusan investasi kembali ke masing-masing investor dalam pengambilan
keputusan. Kami tidak melakukan pemaksaan atas transaksi yang dilakukan
investor dan tidak bertanggung jawab atas segala kerugian.
----------------------------------------------------------------------------------------------------
Follow us on Twitter: @Republik_Invest
Join Our Group on Whatsapp for Live Trade Guidance
085781739301
Post a Comment