TSPC mau bagi deviden Rp25,- pada tgl 28 July, tapi sahamnya kok diem saja ya..?
On Wed, Jul 2, 2008 at 9:21 AM, KC <[EMAIL PROTECTED]> wrote: > > > > > > *Our Comment*** > > After a 29% fuel price hike at the last week in May, inflation rose to > 2.46% M/M in June, making YTD inflation at 7.37 Y/Y inflation at 11.03%. Food > and transportation contributed significantly to the rise in inflation. Our > regional economist, Luz Lorenzo, sees that the increase in June inflation is > at the lower end of her expectations. This was due to the slowdown in > other CPI components, such as medical care, education, clothing and housing. > Luz Lorenzo thinks the increase in inflation will likely lead to another > rate hike in the policy rate of Bank of Indonesia. to 8.75% after the board > of governors meet tomorrow. Further rate hikes afterwards will depend on > fuel price policy. > > There has been a rebound in the trade surplus in May as export growth > remained robust while import growth weakened. The May trade surplus > increased to US$3.2bn from US$1.6bn in April as export growth accelerated to > 31.4% Y/Y from 23.1% Y/Y while import growth slowed to 50.1% Y/Y from 66.2% > Y/Y. Fuel price increase, a rise in BI rate and higher trade surplus have > supported the rupiah appreciation. > > *Katarina Setiawan*** > > * * > > * * > > *Highlights*** > > • *Tempo Scan Pacific (BUY)*: Rp25 DPS (yield= 3.73%) > > • *Holcim*: New plant construction cost rise 25-43% > > • *Bank Niaga- Bank Lippo*: Merger update > > • *Mitra Rajasa*: To appoint underwriter for rights issue > > • *Panin Sekuritas*: Rp25 DPS (yield= 6.1%) > > • *IPO update*: Kertas Basuki Rachmat Indonesia > > • *Inflation* rose to 2.46% M/M in June > > • *Export* came in at US$12.9b in May > > *From our chartist desk*** > > *• **JCI*: The index broke 2364 level. We see moving average (MA 50-25 > days) reversal. Positive sentiment is still intact after trend line is > broken. Our near test level 2395 for index. Today's trading range is between > 2323-2348-2363 (supports) and 2389-2399-2424 (resistances) > > *• **TLKM:* Selling pressure has been completed (as corrective wave C). > Buying volume appeared with near-term target price at Rp7950. *TRADING BUY > * > > *• **UNTR*: The fluctuation price plotted impulse wave 3 (positive > sentiment). According trend line, two steps targets are Rp1300 and Rp13450. > *TRADING BUY * > > > > > >
