Memperhatikan aksi harga dan akselarasi volume serta broker yg memfasilitasi transaksi beberapa hari terakhir setelah pullback, saya rada sepakat dengan positif01, pergerakan MAPI kembali menunjukkan geliat panas untuk ditarik naik. Beberapa minggu terakhir, yang paling getol akumulasi adalah UOB KayHian yg tdk terdeteksi keluar pasca akumulasi/selama pullback, dan akumulasi oleh CIMB yang tercatat memberikan rekomendasi beli dg TP 3400 selama pullback minggu lalu. Kl melihat profil dan tendensi arah akumulasi dari kedua broker fasilitator di atas sih, besar kemungkinan memang ada akumulasi institusional serius. Besar kemungkinan juga, dg kata lain, penumpang gelap sdh pada diturunkan di jalan slama pullback bbrp hari lalu, dan bandar kembali masuk/main.
--- Pada Jum, 15/4/11, positif01 <[email protected]> menulis: Dari: positif01 <[email protected]> Judul: [saham] cimb Re: explained Re: MAPI code Kepada: Tanggal: Jumat, 15 April, 2011, 6:40 AM There is no such an enjoyment other than beholding a long time-tested buying rule of 52 week high by Fidelity Investmet staying put into the action and resurfacing following a receding pressure. More pleasure further noting one of recommending house such as CIMB (YU) practicing what they preach and picking up the steam on this MAPI 52 week-hi breakout. Keeping on accumulating since recent April 13 stages them back on the center of conviction on the stock whose target they had upgraded from the low Rp820 last year to the recent Rp3400. Longing for what truth and strength of the 52-week high buying rule of Fidelity and O'Neil's CANSLIM will soon reveal for this stock as CIMB unleashed their revelation earlier: Maintain Outperform with higher target price of Rp3,400 (from Rp800), following our earnings upgrade. Our target is still DCF-based (WACC 12.7%) and implies 21x and 17x CY11-12 P/Es. MAP’s share price has risen threefold in the last nine months. We had noted its budding turnaround in a report in Jun 10, and subsequent discussions with management suggest the sustainability of this turnaround, supported by a burgeoning middle class which is its primary target market. We are raising our FY10-12 earnings estimates by 53-118%, factoring in a growing market, better margins and balance-sheet de-leveraging. We predict a 20% earnings CAGR for the next three years against 11% in the past six years. '+' On Thu, Apr 7, 2011 at 8:30 AM, positif01 <[email protected]> wrote: Below: On Wed, Apr 6, 2011 at 3:51 PM, positif01 <[email protected]> wrote: big play code: 52 / ath / lv mh / 4k '+' 1) 52-week high close (April 06, 2011) > 52-week high close (October 21, 2010) for a period of 6 months breakout; how signficant is the breakout? 2) close (April 06, 2011) = all time high = no long-term overhead resistance relevant trading/investing rule: a) The 52-Week High Breakout Strategy attempts to buy a stock when the current day’s closing price reaches a 52-week high. (Fidelity Investments); b) William O'Neil: "Once a general market decline is definitely over, the first stocks that bounce back to new price highs [for significant period of breakout, +] are almost always your authentic leaders. These chart breakouts continue week by week for about 13 weeks. The best ones usually come out in the first three or four weeks. This is the ideal period to buy stocks...you absolutely don't want to miss it." (Finding New Leaders during Market Corrections in "How to Make Money in Stocks", 4th ed., p. 190) 3) valuation - lv mh expensive?...only if none or very few are left to buy. In MAPI case, check recent foreign net buying and accumulation activities. Who knows what? Sophisticated buyer? 4) target price pause looking at all ratios generated based on the past, start gazing into the going concern and the future. check all planned capex to justify projected earnings of all key future ratios. not clear enough, find out why there are still sophisticated buyers outside waiting for the ride, see number 3) '+'
