Tuesday, April 26, 2011

Laporan & Rumor Saham Indonesia 26-04

Asing Jauhi Pasar, IHSG Ditutup Turun 0,36%
http://pasarmodal.inilah.com/read/detail/1454532/asing-jauhi-pasar-ihsg-ditutup-turun-036

BLOOMBERG: HSBC SAYS REQUIRED TO REDUCE EKONOMI STAKE TO 88.89% BY AUGUST. HSBC TO ACHIEVE REDUCTION VIA SHR SALE ON INDONESIAN EXCHANGE. HSBC SAYS IT'S MUST REDUCE BANK EKONOMI STAKE FROM 98.96%.

Kuartal I, laba AALI melonjak lebih dari dua kali menjadi Rp 682,23 miliar
http://investasi.kontan.co.id/v2/read/1303806111/65798/Kuartal-I-laba-AALI-melonjak-lebih-dari-dua-kali-lipat-menjadi-Rp-68223-miliar

HSBC Rekomendasi Overweight Beli Untuk Saham LPKR
http://pasarmodal.inilah.com/read/detail/1453632/hsbc-rekomendasi-overweight-beli-untuk-saham-lpkr

Bayar Pajak, Laba DEFI Turun 11,16% di Q1-2011
http://pasarmodal.inilah.com/read/detail/1453762/bayar-pajak-laba-defi-turun-1116-di-q1-2011

Usaha Merosot, ARTA Rugi Rp155,54 Jt di Q1-2011
http://pasarmodal.inilah.com/read/detail/1453712/usaha-merosot-arta-rugi-rp15554-jt-di-q1-2011

DJ Bumi 1Q Coal Average Selling Price Up 27% To $80/Ton -Source
*DJ Bumi 1Q Revenue May Rise To $1.2 Bln Vs $1.0 Bln -Source

Laba ENRG Jadi Rp14,4 Miliar di Kuartal I 2011
http://pasarmodal.inilah.com/read/detail/1454272/laba-enrg-jadi-rp144-miliar-di-kuartal-i-2011

JPFA akan jual anak usaha So Good
http://investasi.kontan.co.id/v2/read/1303803431/65791/JPFA-akan-jual-anak-usaha-So-Good

UNSP:::LABA BERSIH FIRST QUARTERNYA NAIK 4 KALI LIPAT

BUMI 1Q NET PROFIT $160 MLN VS $96.8 MLN -SOURCE

ENRG today reported EBITDA and Net Profit of Rp 194 bn and Rp 14 bn respectively in the 1stQ 2011. The company's EBITDA increases by 374% from the 1stQ 2010 to the 1st Q 2011

JAKARTA (Dow Jones)--The Indonesian government will ask PT Telekomunikasi  Indonesia (TLKM.JK) to put aside 55% of its 2010 net profit for dividend payment, an official at the state-enterprise ministry told reporters Tuesday. "We will propose that this should be discussed at Telkom's shareholders meeting on May 19," said Irnanda Laksnawan, deputy state-enterprise minister. Telkom posted a net profit of IDR11.54 trillion in 2010, or IDR572 earnings  per share. If the government's proposal is approved, Telkom will pay IDR315 dividend per share to shareholders. The Indonesian government has a 51.19% stake in the nation's largest  telecommunication company by assets and subscribers.

Asing Keluar, IHSG Sesi I Ditutup Turun 0,98%
http://pasarmodal.inilah.com/read/detail/1453482/asing-keluar-ihsg-sesi-i-ditutup-turun-098

Profit Taking Saham Bank Bikin IHSG Jatuh 37 Poin 
http://www.detikfinance.com/read/2011/04/26/120551/1625691/6/profit-taking-saham-bank-bikin-ihsg-jatuh-37-poin

Penutupan siang, performa indeks semakin melempem
http://investasi.kontan.co.id/v2/read/1303794727/65767/Penutupan-siang-performa-indeks-semakin-melempem

Kedaung Masih Rugi Rp782,71 Jt pada Q1-2011
http://pasarmodal.inilah.com/read/detail/1453182/kedaung-masih-rugi-rp78271-jt-pada-q1-2011

Wah, saham ASII masih dilanda aksi jual
http://investasi.kontan.co.id/v2/read/1303787399/65742/Wah-saham-ASII-masih-dilanda-aksi-jual

CIMB Niaga Cetak Laba Rp 727 Miliar, Naik 38% 
http://www.detikfinance.com/read/2011/04/26/104128/1625540/5/cimb-niaga-cetak-laba-rp-727-miliar-naik-38?f9911023

Kinerja kinclong, saham AKRA melejit ke level tertinggi dalam enam minggu
http://investasi.kontan.co.id/v2/read/1303787973/65745/Kinerja-kinclong-saham-AKRA-melejit-ke-level-tertinggi-dalam-enam-minggu

Laba AKRA Naik 2.480% pada Q1-2011
http://pasarmodal.inilah.com/read/detail/1452762/laba-akra-naik-2480-pada-q1-2011

Saham GPRA Siap Diakumulasi Fund Manager Asing
http://pasarmodal.inilah.com/read/detail/1452602/saham-gpra-siap-diakumulasi-fund-manager-asing

Bagi Dividen, COWL Berpotensi Menuju Rp300
http://pasarmodal.inilah.com/read/detail/1452562/bagi-dividen-cowl-berpotensi-menuju-rp300

Dilirik Rajawali, Cermati Saham META
http://pasarmodal.inilah.com/read/detail/1452552/dilirik-rajawali-cermati-saham-meta

Bangun Megapolitan Sentul City, EMDE gandeng perusahaan properti China
http://investasi.kontan.co.id/v2/read/1303784277/65731/Bangun-Megapolitan-Sentul-City-EMDE-gandeng-perusahaan-properti-China

CIMB News:
Fundamentally:
CIMB mempertahankan rating OVERWEIGHT untuk sektor retail dengan top picks pada MAPI dengan target harga Rp3400 dan RALS dengan target harga Rp1060 karena delivery yang baik dan proxy terhadap ekonomi serta valuasi yang menarik. Penjualan retail 1Q11 mencapai 12-39% yoy dengan 3-12% SSG. Masih ada upside dengan consumer confidence yang terus meningkat serta inflasi yang terkendali, didukung oleh penguatan harga komoditas dan pertumbuhan investasi. Rupiah yang menguat secara stabil juga merupakan faktor penting. MAPI sendiri mencatat pertumbuhan penjualan 1Q11 18% yoy dengan 10% SSG. ACES baru membuka gerai baru di Serpong yang mencatat penjualan 39% yoy dengan 11.7% SSG. RALS sekitar 12% yoy dengan 3.2% SSG karena lebih sensitif terhadap inflasi.

Agenda 26 April 2011:: HEARD ON STREET: ASIA RIVER HAS SIGNED CONDITIONAL SALE AND PURCHASGE AGREEMENT WITH PT LOKASINDO ADITAMA TO BUY 22.5% STAKE IN DUTA GRAHA INDAH (DGIK) FOR IDR260 BILLION OR IDR201/SHARE. OFFICIAL ANNOUNCEMENT WILL BE MADE TUESDAY. 

BNGA Q1 net profit naik 50.52% menjadi 769,79 M vs 511,402 M

(Dow Jones)--PT CIMB Bank Niaga (BNGA.JK) said Tuesday that its first-quarter net profit rose 39% to IDR727.53 billion from IDR524.18 billion a year earlier due to higher net interest income.

BNGA: First quarter net profit rose 39% to IDR727.53 billion from IDR524.18 billion a year earlier due to higher net interest income. Net interest income for the January-to-March period rose 13% to IDR1.88 trillion from IDR1.67 trillion. For the full year of 2011, BNGA, now the fifth largest bank by assets, is expected to have its net profit exceed IDR3.4 trillion or up 33% from IDR2.55 trillion by the end of 2010. This is equal with IDR130 earning per share. It is now trading at a p/e ratio of 13.8X 2011 prospective earnings, slightly below the industrial banking average of 15.5X. At that p/e average, BNGA is fairly valued at IDR2,025. Best buy is at any levels below IDR1,770.

PT Bakrie Conectivity, yang 100% dimiliki oleh Bakrie Telecom (BTEL), bersama dengan Research in Motion (RIM) (NASDAQ: RIMM; TSX: RIM) meluncurkan BlackBerry® Curve™ 8530 from AHA berbasis teknologi CDMA, tawarkan layanan yang komperhensif dan menarik untuk memenuhi kebutuhan para pelanggan yang semakin berkembang Solusi Blackberry® Smartphone Curve 8530 from AHA menggabungkan fungsi smart phones, software dan services untuk memberikan akses nirkabel yang mudah untuk mengakses jejaring sosial, email, messaging, telepon, organizer, web, multimedia dan beragam mobile applications.

[Dow Jones] Singapore's STI is down 0.2% at 3182.53, tracking losses in most regional markets. The index touched a low of 3172.48 in morning trade. "Short term seems to be at some sort of inflection point across markets. (We are) watching 3,200/05 to 3,180 region on the STI as breakout levels, for a short term push in either direction," says Ming Weii Phua of Phillip Securities. Several stocks are trading after the cut-off dates for shareholders to receive dividends or other payments, which also explains their decline. Sembcorp Marine (S51.SG) is down 5.2% at S$5.68, while its parent Sembcorp Industries (U96.SG) is down 2.9% at S$5.36, both trading ex-dividend. Keppel Corp. (BN4.SG) is the biggest loser, down 9.6% at S$11.66 as investors who buy the stock today won't be eligibl

[Dow Jones] Indonesian shares will likely open lower, weighed by the bearish trend in many Asian markets so far and a weaker IDR, traders say. They expect the main index to find support at 3770 after it ended down 0.3% at 3788.540 Monday. "We expect bargain buying by foreign investors in select blue chips, that are due to report strong first-quarter earnings, to offset losses of the main index later in the session," says a trader with a local securities house. Bank Mandiri (BMRI.JK) and Astra (ASII.JK) may lead falls on further profit-taking, but coal producer Bumi (BUMI.JK) may gain on bargain buying and hopes for strong 1Q earnings

BMD CPO futures will likely open MYR5-MYR15 lower on profit-taking, taking cues from weaker soyoil and crude oil futures; "the market has been in overbought territory since last Friday...today's liquidation of long positions may drag palm oil towards support levels around MYR3,280-MYR3,320/ton," says a trading executive in Singapore. Still, weather concerns in the U.S., Western Europe and Canada may limit downside in grain as well as vegoil markets. Benchmark July CPO ended MYR10 lower at MYR3,360/ton Monday. May e-CBOT soyoil is 0.6% lower at 57.85 cents/pound in screen trade; Nymex June crude oil is 0.8% lower at $111.50/bbl on Globex

Indonesia’s leading bulk logistics and distributor of petroleum and basic chemical distributor PT AKR Corporindo Tbk (AKRA) today reported a 2,480% jump in net profit to IDR1.81 trillion in the quarter ended March 31, 2011 from IDR70 billion in the same period last year

Net profit without extra ordinary gains rose 82% to IDR128 billion during from IDR70 billion, a press statement obtained by Bisnis today

XL AXIATA PENCTTAN HASIL LONG TERM INCENTIVE 26 APR 2011, 10.566.332 SHM
BANK DANAMON KONVERSI ESOP TAHAP III 26 APRIL 2011, 11.500 SAHAM
BANK AGRONIAGA KONVERSI WARAN SERI I 26 APRIL 2011, 449.500 SHM
NUSANTARA INFRASTRUCTURE HSL KONVERSI WARAN SR I, 26 APRIL 2011 34.088 SHM

Bumi first quarter net profit may rise by 61% to $160 million from $96.8 million a year earlier due to higher average selling price of its coal and sales volume and lower cost of debt.

*DJ Indonesia To Sell Global Bond Today Or Tomorrow - Source
REMINDER::27 April 2011:: Rups DYNA, MNCN, BMTR, HRUM, BNLI, AUTO (stocksplit dn dev), Cum Dev NIKL 10,  Indonesia To Sell Global Bond
28 April 2011:: Rups BBRI,BHIT, BCAP, ASGR, ADMF, DLTA, IATA, BWPT, Jkt Setiabudi, Malindo Feedmill (MAIN), Megapolitan Dev (EMDE), MKPI, TOTL, BBLD,  Chinese Prime Minister Hu Jin Tao is visiting Indonesia From April 28. This may include China's focus to get more Indonesian coal and other commodities. The visit could also pave a way to renew talks on possible partnership in Kimia Farma…,  Dep Perdagangan AS Akan merilis estimasi pertumbuhan PDB AS Q1

INKP: Indah Kiat siapkan ekspansi
PT Indah Kiat Pulp and Paper Tbk berencana membeli mesin baru dan menambah unit pembangkit tenaga listrik untuk meningkatkan kapasitas produksi perseroan. Saat Ini, kapasitas produksi bubur kertas atau pulp Indah Kiat mencapai 2 juta ton per tahun, sementara kapasitas produksi kertas 700.000 ton per tahun. (bisnis/uth)

Banking: Bank Tabungan Negara (BBTN IJ) is scheduled to announce its 1Q11 result on 29 April 2011. Bank BJB (BJBR IJ) is scheduled to announce its 1Q11 financial result on 28 April 2011.

*DJ Indonesia Aims To Raise $1.5 Bln In Global Dollar Bond Sale - Source

JAKARTA. PT Telekomunikasi Seluler (Telkomsel), anak usaha PT Telekomunikasi Indonesia Tbk (TLKM) akan mengalokasikan dana sebesar US$ 1,1 miliar untuk belanja modal alias capital expenditure (capex) di 2011. "Sekitar 60% dana akan dialokasikan untuk pengembangan broadband," ujar Sarwoto Atmosutarno Presiden Direktur PT Telkomsel Seluler hari ini (26/4).
        
Dow Jones)--The Republic of Indonesia plans to raise $1.5 billion through the sale of a 10-year global dollar bond, which will conclude Wednesday, a person familiar with the proposed deal said Tuesday. Another person familiar with the matter said it planned to price the bond to yield in the "low 5% area." Deutsche Bank, JP Morgan Chase and UBS are lead managers for the proposed issue, which is expected to be rated Ba1 with a stable outlook by Moody's Investors Service and BB+ with a positive outlook by Fitch Ratings and Standard & Poor's Ratings Services.

Indonesia's last global bond issuance was in January 2010, when it sold $2 billion in 10-year bonds at a yield of 6%.

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