wes....kang jesse...mapi-nya hebat tuh bandar asing-nya. tdk berhenti tampung dg full power. sptnya benar ada indikasi jelas institutional buying. para bandar paham ada sisa margin called yg tersisa kasih korting-an. menarik. menunggu dorongan lanjutan krn akumulasinya dahsyat secara proporsi hari ini. mbak yu cimb-nya sdh ditemenin mas bk jp morgan. spt biasanya, ga mungkin mrk biarkan turun.
cl On Mon, Apr 18, 2011 at 9:20 AM, Jesse Livermore < [email protected]> wrote: > > > 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]<http://id.mc777.mail.yahoo.com/mc/[email protected]> > > wrote: > > Below: > > On Wed, Apr 6, 2011 at 3:51 PM, positif01 > <[email protected]<http://id.mc777.mail.yahoo.com/mc/[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) > > '+' > > > >
