Tuesday, June 8, 2010

Update Daily Investment News

Indeks Harga Saham Gabungan (IHSG)  Selasa (8/6) sesi I ditutup naik 21,5 poin (0,78%) ke level 2.771,8 karena mengikuti bursa regional yang rebound.Pergerakan indeks diwarnai dengan 114 saham naik, 50 saham masih mengalami penurunan dan 67 saham tercatat stagnan. Volume perdagangan sebanyak 2,7 miliar saham senilai Rp1,1 triliun. Indeks saham JII naik 2,4 poin ke 441,79 dan indeks saham LQ45 juga naik 4,2 poin ke 536,76.

Adapun saham-saham yang naik adalah Goodyear Indonesia(GDYR) naik Rp300 ke Rp12.950, Indosiar Karya Media (IDKM) naik Rp55 ke Rp310, Modern International (MDRN) naik Rp50 ke Rp700. Sementara itu, saham-saham yang turun adalah Astra International (ASII) turun Rp1.450 ke Rp43.500, Astra Agro Lestari (AALI) turun Rp900 ke Rp20.600, Gudang Garam (GGRM) turun Rp900 ke Rp30.050, Tambang Batubara Bukit Asam (PTBA) turun Rp750 ke Rp16.350, Indo Tambangraya Megah (IMMG) turun Rp650 ke Rp34.500, Astra Otoparts (AUTO) turun Rp600 ke Rp12.750, Indocement Tunggal Prakasa (INTP) turun Rp500 ke Rp15.100, Unilever Indonesia (UNVR) turun Rp450 ke Rp15.800, PP London Sumatera (LSIP) turun Rp400 ke Rp8.200. Sementara nilai tukar rupiah dibuka stagnan ke level 9.265 per dolar AS seperti pada penutupan kemarin

Gejolak di pasar saham dunia akhir-akhir ini akibat merebaknya krisis di Eropa justru membuka peluang untuk berbelanja saham di pasar saham Asia. Investor yang bukan tipe spekulator bisa memanfaatkan momentum sekarang ini untuk mengkoleksi saham-saham unggulan yang kini sudah murah.
"Kita masih berada dalam pasar yang bullish," ujar Stephen Biggar, Direktur Global dan Direktur Pelaksana S&P Equity Research seperti dikutip dari The Star, Selasa (8/6/2010).

BNI Kucurkan Kredit Rp500 Miliar ke PP
PT Bank Negara Indonesia Tbk (BNI) memberikan fasilitas kredit ke PT Pembangunan Perumahan (Persero) (PP) senilai Rp500 miliar.

Bursa Asia Bergairah Kembali Dipicu Isu Internal
Pasar saham Asia Selasa (8/6) dibuka menguat di tengah kejatuhan Wall Street, di mana Dow turun lebih dari 1 persen.

BEI Buka Suspensi Saham KARW
BEI memutuskan untuk membuka penghentian sementara perdagangan efek PT Karwell Indonesia Tbk (KARW) di pasar negoisasi mulai sesi I perdagangan efek Selasa (8/6).

Selama Piala Dunia Hindari ‘Buy’ & ‘Hold’!
Sudah jadi mitos Piala Dunia memicu tipisnya transaksi di bursa saham tak terkecuali di 2010. Pelaku pasar disarankan bermain cepat. Hindari aksi ‘beli’ dan ‘hold’!

IHSG Selasa Pagi Terkerek 26,48 Poin ke 2.776,71
Indeks Harga Saham Gabungan (IHSG) Selasa (8/7) pagi menguat 26,48 poin atau naik 0,96% ke level 2.776,71.

Bursa Efek Indonesia (BEI) menghentikan sementara perdagangan saham (suspensi) PT Pan Brothers Tbk (PBRX).

Saham PT Bumi Resources (BUMI), Selasa (8/6) diprediksi menguat seiring positifnya sentimen dari grup Bakrie terkait penjajakan akuisisi BTEL oleh TLKM. Strong buy BUMI!

Sumbangan 20 emiten dengan kontribusi pajak sebesar Rp30,58 triliun per September 2009. Total sumbangan pajak dari emiten sekitar Rp42,35 triliun.
http://www.inilah.com/news/read/ekonomi/2010/06/08/584831/inilah-20-emiten-kontribusi-pajak-di-2009/

PT Bank Agroniaga Tbk (AGRO) dikabarkan sedang diakumulasi para manajer investasi lokal. Pasalnya, PT BRI Tbk pekan ini diwartakan bakal meneken akuisisi 90% saham Agroniaga pada harga Rp200.

Satu investor perusahaan investasi dari Tiongkok dikabarkan bakal mengambil alih (take over) PT Central Korporindo International Tbk (CNKO). Perusahaan tersebut meninati CNKO karena perseroan dinilai berkontribusi dalam ekspor batubara kalori rendah ke negara tersebut. Rasio harga per buku CNKO sat ini masih murah di kisaran 0,6X. 

WIKA Revisi Dividen Jadi Rp10,0182
PT Wijaya Karya Tbk (WIKA) merevisi nilai dividen yang akan dibagikan dari sebelumnya Rp10,02 per saham menjadi Rp10,0182.

AMRT Bagi Dividen Rp13,5 per Saham
PT Sumber Alfaria Trijaya Tbk (AMRT) akan membagikan dividen untuk tutup tahun 2009 sebesar Rp13,5 per saham atau 25% dari laba bersih 2009 sekitar Rp186 miliar.

Telkom Siap Tawarkan Patrakom ke Investor
PT Telekomunikasi Indonesia Tbk (TLKM/Telkom) mengakui akan menawarkan Patrakom dan CSM kepada investor.

PT Pertamina merencanakan IPO sekitar 4 anak perusahaannya. Saat ini tinggal realisasi setelah proses persiapan selesai. "Kami rencanakan IPO sekitar 4 anak perusahaan Pertamina di antaranya PT PHE, PGE, dan lainnya.

Corporate news
TLKM: Telkom akan lepas 40% saham di Patracom
BBRI: Empat Kali BRI Turunkan Bunga Kredit
PT Bank Rakyat Indonesia Tbk mendukung harapan pemerintah untuk menurunkan suku bunga pinjaman guna menopang
MEGA: Kredit baru Bank Mega April-Mei Rp1,2 triliun
BUMI: Operasi anak usaha Bumi Resources dihentikan
AMRT: Hanya Bagikan 25 Persen Deviden
BTEL: Merger Telkom Flexi dan Bakrie Telecom Rampung Akhir 2010
IKAI: Setop Impor Bahan Baku
BNBR: Bakrie Tebus 20,1% Saham UNSP
BRPT: Bayar Akuisisi Perkebunan Sawit dari Hasil Obligasi
SGRO: Tambah Saham National Sago
FAST: Laba Fast Food tumbuh 46%
AQUA: Aqua genjot volume penjualan 10,35%

Corporate Action
    * Hari ini (8/6), cum dividen Astra Agro Lestari Tbk (AALI) Rp 465 per saham Ex dividen (9 Jun 2010)
    * Hari ini (8/6), cum dividen Bank Negara Indonesia (BNI) Tbk (BBNI) Rp 47,48 per saham Ex dividen (9 Jun 2010)
    * Hari ini (8/6), cum dividen Bank Himpunan Saudara 1906 Tbk (SDRA) Rp 6 per saham Ex dividen (9 Jun 2010)
    * Hari ini (8/6), cum dividen Indika Energy Tbk (INDY) Rp 69,68 per saham Ex dividen (9 Jun 2010).

  Barito Bangun Tiga Pabrik Kelapa Sawit
Barito Pasific menginvestasikan Rp 270 miliar untuk membangun tiga pabrik kelapa sawit yang berlokasi di Kalimantan Barat dan Sumatra Utara

  BNBR Batal Terbitkan Obligasi
Analis memprediksi, BNBR akan melakukan rights issue

  TLKM Tawarkan Kupon 8,91%-10,4%
Obligasi itu terdiri dari seri A yang berjangka waktu lima tahun dan seri B yang bertenor 10 tahun.

  Menanti Operasi Pabrik Baru Indocement
Pengoperasian pabrik baru akan menambah kapasitas produksi INTP menjadi 18,6 juta ton

Kerisauan pasar keuangan global terhadap krisis Eropa masih berdampak negatif bagi pasar Surat Utang Negara (SUN) di Indonesia. Pada penutupan perdagangan Senin (7/6), Himpunan Pedagang Surat Utang Negara (Himdasun) mencatat, indeks SUN mengalami koreksi 0,12%, dari level 100,35 ke level 100,23.

PT Pembangunan Perumahan Tbk (PTPP) menggandeng PT Jasa Marga Tbk (JSMR) mengembangkan kota baru di Surabaya, Jawa Timur. Kota baru tersebut diperkirakan akan meraup pendapatan Rp 130 triliun dalam 10 tahun setelah terbentuk.

Sumber: inilah.com, detikfinance.com (market flash), kontan

Investors Pick U.S. Over BRICs in Bloomberg User Poll (Update1)
(Bloomberg) -- The U.S. has supplanted China and Brazil as the most attractive market for investors as confidence in the global economic recovery wanes in the wake of the Greek debt crisis.
http://www.bloomberg.com/apps/news?pid=newsarchive&sid=aaE0ossGaCAQ

Indonesia May Return to Net Oil Exporter by 2020, Wirjawan Says
(Bloomberg) -- Indonesia, Southeast Asia’s biggest crude oil producer, may return to net exporter status by 2020 by increasing exploration and investment in the industry, a government official said.
http://www.bloomberg.com/apps/news?pid=newsarchive&sid=aw9euoJhjlvs

Rupiah May Gain 3 Percent Early in 2011 on Growth, Westpac Says
(Bloomberg) -- Indonesia’s rupiah may strengthen more than 3 percent early next year as political stability bolsters economic growth and investment, according to Westpac Banking Corp.
http://www.bloomberg.com/apps/news?pid=newsarchive&sid=aMEa.xov14LY

Tuesday Look Ahead: Volatile Markets Await Next Jolt from Europe
Soured by last week's U.S. employment report, investors are heading to the high ground in an effort to avoid fall out from Europe.
http://www.cnbc.com/id/37562559

S&P 500’s ‘Painful’ Retreat May Be Over: Technical Analysis
(Bloomberg) -- The Standard & Poor’s 500 Index’s first back-to-back gain since April produced a buy signal in a trend measure, suggesting the biggest retreat since the bull market began may be over, according to Auerbach Grayson & Co.
http://www.bloomberg.com/apps/news?pid=newsarchive&sid=aRDGyqxSHsAs

Bernanke Says Recovery Unlikely to Lower Joblessness Quickly
(Bloomberg) -- Federal Reserve Chairman Ben S. Bernanke said the U.S. recovery probably won’t quickly bring down the unemployment rate, which is likely to stay “high for a while.”
http://www.bloomberg.com/apps/news?pid=20601087&sid=aFDadJQ3Ufrk&pos=7

Pound to Resume Weakness, JPMorgan Says: Technical Analysis
(Bloomberg) -- Investors should hold on to their bets that the pound will decline against the dollar even after the currency advanced against its major counterparts in recent weeks, according to JPMorgan Chase & Co.
http://www.bloomberg.com/apps/news?pid=newsarchive&sid=aTaUE6Dnjm7E

Ringgit May Weaken 0.9 Percent, KAF Says: Technical Analysis
(Bloomberg) -- Malaysia’s ringgit may slide 0.9 percent after falling below a technical level, according to KAF Investment Bank Bhd.
http://www.bloomberg.com/apps/news?pid=newsarchive&sid=aquSPAvS5wEA

U.S. 10-Year May Drop to 2.20%, Citi Says: Technical Analysis
(Bloomberg) -- Yields on 10-year Treasury notes may fall to as low as 2.20 percent if a worsening of Europe’s sovereign debt crisis prompts the securities to break the lowest resistance level of the year, according to Citigroup Inc.
http://www.bloomberg.com/apps/news?pid=newsarchive&sid=a30zB.eoSz3M

Dollar Capped by Ichimoku May Hit 1995 Low: Technical Analysis
(Bloomberg) -- The dollar remains in a downtrend against the yen and may weaken to the lowest level since 1995, according to Mizuho Corporate Bank Ltd., citing technical charts.
http://www.bloomberg.com/apps/news?pid=newsarchive&sid=aNu1n3fCQukk

Small-Cap Drop May Signal ‘Bears in Charge’: Technical Analysis
(Bloomberg) -- Small companies, which helped lead the biggest U.S. equity rally since the 1930s, fell near the average price of the last 200 days and a drop below may signal more losses, Schaeffer’s Investment Research said. 
http://www.bloomberg.com/apps/news?pid=newsarchive&sid=aGLOvdVfjAJY

Europe Committed to Euro's Survival: Fed's Bernanke
European leaders are committed to ensuring the survival of the euro and have enough money to meet obligations of heavily indebted member countries, U.S. Federal Reserve Chairman Ben Bernanke said on Monday.
http://www.cnbc.com/id/37561667

Recovery on Track, Worst Priced In: Goldman's Cohen
Investors remain nervous about the state of the global economy but should be comforted that things are generally better in the US than around the world, Goldman Sachs analyst Abby Joseph Cohen told CNBC.
http://www.cnbc.com/id/37555862

Why Rallies (Still) Aren’t Sustainable
After watching the market rally Monday morning, only to have the Dow close down 115 points, Cramer urged caution and revisited a checklist of six things investors must see before getting bullish. Especially because, since he wrote the list on June 2, things have only gotten worse.
http://www.cnbc.com/id/37554530

Oil & Gold Today
http://www.cnbc.com/id/15840232?video=1515869824&play=1

Halftime Pt. 1: Can S&P Hold 1060?
Investors couldn’t make up their mind Monday with stocks modestly higher around lunchtime after a morning sell-off.
http://www.cnbc.com/id/37554650

Euro Won't Break Above This Dollar Ceiling: Chief Strategist
The euro fell below $1.19 for the first time in more than four years on Monday but recovered most of its losses as U.S. stocks rose slightly and strong German manufacturing data pushed investors to buy back the currency. Ashraf Laidi, chief market strategist at CMC Markets, discussed his insights.
http://www.cnbc.com/id/37551946

Next Support Levels for Euro: $1.16, then $1.03 — Charts
It's just a few weeks since my last note on the euro-dollar but I think an update is appropriate given the continued battering of the single currency.
http://www.cnbc.com/id/37564904

Markets About to Turn Nasty, Buy Barbed Wire: Advisor
Bond markets could get very nasty over the coming months, while stock investors could take a few months off and stop attempting to trade volatile swings in the markets, Anthony Fry, senior managing director at Evercore Partners, told CNBC Monday.
http://www.cnbc.com/id/37549417

Gold's 'Real Move' to $7,000 Coming: Asset Manager
The "real move" in gold is to come, predicted Egon von Gruyerz, founder of precious metals investment and storage company GoldSwitzerland.com, on Monday.
http://www.cnbc.com/id/37550457

Gold May Jump to Record on Double Dip, GFMS Forecasts (Update1)
(Bloomberg) -- Gold, trading within 1.5 percent of a record, may rally to an all-time high as investors seek a haven for their wealth, including protection from a possible double- dip recession in the global economy, according to GFMS Ltd.
http://www.bloomberg.com/apps/news?pid=newsarchive&sid=apdd3TwGfrKU

Global Equity Funds Absorb $1.5 Billion in Week (Update1)
(Bloomberg) -- Global tracked equity funds absorbed about $1.5 billion in the week ended June 2, helped by inflows to European stocks as investors speculated that Germany’s exports will benefit from the euro’s declines, EPFR Global said.
http://www.bloomberg.com/apps/news?pid=newsarchive&sid=ajvvDtdS.ttA

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