Thursday, April 28, 2011

Laporan & Rumor Saham Indonesia 28-04 (Refresh)

Triwulan I, BTN Bukukan Laba Rp245 Miliar
http://economy.okezone.com/read/2011/04/28/278/451155/triwulan-i-btn-bukukan-laba-rp245-miliar
 

The Fed Will Make Sure Obama Wins in 2012: Strategist
http://www.cnbc.com/id/42794512

Did Bernanke Ignite the Market's Next Leg Higher?
http://www.cnbc.com/id/42782816

Time to Exit? A Major Bear Goes Bullish
http://www.cnbc.com/id/42782844

Brace for Profit-Taking in May & June: Strategist
http://www.cnbc.com/id/42780502


BHIT Cetak Laba Bersih Rp170 Miliar
http://economy.okezone.com/read/2011/04/28/278/451148/bhit-cetak-laba-bersih-rp170-miliar

Bhakti Investama Bagi Dividen Tunai Rp59,7 M
http://economy.okezone.com/read/2011/04/28/278/451132/bhakti-investama-bagi-dividen-tunai-rp59-7-m


Laba Bersih Bhakti Capital Naik 7%
http://economy.okezone.com/read/2011/04/28/278/451149/laba-bersih-bhakti-capital-naik-7

Laba AALI Melesat 140% 

http://economy.okezone.com/read/2011/04/28/278/451074/laba-aali-melesat-140

Kinerja Emiten Kinclong, IHSG Cetak Rekor Lagi 
http://www.detikfinance.com/read/2011/04/28/160551/1627873/6/kinerja-emiten-kinclong-ihsg-cetak-rekor-lagi

Reli delapan sektor menyelamatkan IHSG ke zona hijau di sesi II

http://investasi.kontan.co.id/v2/read/1303982570/66022/Reli-delapan-sektor-menyelamatkan-IHSG-ke-zona-hijau-di-sesi-II

Kinerja & Ekspektasi Dividen Selamatkan IHSG
http://pasarmodal.inilah.com/read/detail/1461852/kinerja-ekspektasi-dividen-selamatkan-ihsg


Astra Raup Untung Rp 4 Triliun dalam 3 Bulan 
http://www.detikfinance.com/read/2011/04/28/163538/1627918/6/astra-raup-untung-rp-4-triliun-dalam-3-bulan


Laba BCA Cuma Tumbuh 4,4%
http://economy.okezone.com/read/2011/04/28/278/451068/laba-bca-cuma-tumbuh-4-4


 Nilai dividen kurang maksimal, saham BBRI tertekan jelang penutupan
http://investasi.kontan.co.id/v2/read/1303981073/66017/Nilai-dividen-kurang-maksimal-saham-BBRI-tertekan-jelang-penutupan


Agenda May 2011
02 May 2011 Rups Inds, UNTR, AGRO, Pengumuman Data Inflasi, Cum Dev INCO $0.0146
03 May 2011 Rups Inovisi Infracom, OCAP
04 May 2011 Rups MPPA
05 May 2011 Rups Elang Mahkota, MEDC, TURI, SHID
06 May 2011 Rups ASII, Cum Dev MERK 4464, Cum Dev TRIO 15

09 May 2011 Cum Dev INTA 56,  Cum Right Issue UNTR 33:4 (15.050),  Cum Right INDS 1:5 (1520),  Rups PANS,  Pertamina Likely To Restart Balikpapan Refinery,  Mulai Penawaran IPO Megapolitan Land 240-300

10 May 2011 Rups KBLV, TMPO, COWL, HEXA, INTP, AKRA,  Vallar Plc expects to complete a stake increase in BUMI,  Listing HD Finance,  Mulai penawaran IPO Buana Listya Tama 105-175

  11 May 2011 Rups Wahana Ottomitra, TBIG, ACES, Cum Dev TCID 340, Cum Dev EXCL 107, Cum Dev SMCB 23, Cum Dev TRST 20

12 May 2011 Rups BBKP, BAYU, WIKA, FASW, MEGA, BRPT, BLTA, BBCA, SMDR, Pengumuman BI Rate,  Akhir penawaran IPO Buana Listya Tama 105-175, Cum Dev TOTL 14,67

16 May 2011 Rups JPFA, MBAI, Cum Dev Majapahit Securities 1

18 May 2011 Rups HMSP, EPMT, PYFA, KKGI, PTSP, Pembangunan Graha Lestari, CPIN, BBNI, PGLI, BBKP

19 May 2011 Rups BBTN, MEDC, ELSA, Mandala Multi Finance, TLKM, GJTL, CPRO, DVLA, Gema Graha Sarana, Mahaka Media, UNVR, Modern International, Listing IPo Buana Listya Tama 105-175

20 May 2011 Rups PUDP, TSPC, BUDI, TBLA, PEGE
23 May 2011 Rups BMRI, SSIA
24 May 2011 Rups DGIK, CSAP, GZCO, CTRS, CTRA, CTRP, KBLM, BIMA, SOBI, SPMA, PLAZA INDONESIA
25 May 2011 Rups ASRM, ERTX, SKLT, LTLS, Modern International, IGAR, MLBI, Apli, Bank Arta Graha, PTRO (agenda stock split), LSIP, KLBF

26 May 2011 Rups RALS, MITI, SCMA, SDPC, FREN, EKAD
27 May 2011 Rups Pan Pacific International, SCCO, KBRI, Multi indo citra, CTTH, MLIA, INDF, ICBP, Cum Dev ADRO 20,50
30 May 2011 Rups Asuransi Jasa Tania
31 May 2011 Rups Dian Swastika


Dividen Total Malindo Feedmill Rp 185 per Saham 
http://www.detikfinance.com/read/2011/04/28/151954/1627808/6/dividen-total-malindo-feedmill-rp-185-per-saham

PT Jakarta Setiabudi Bagikan Dividen Rp 18,5 Miliar
http://www.investor.co.id/marketandcorporatenews/pt-jakarta-setiabudi-bagikan-dividen-rp-185-miliar/10748

Astra Graphia siapkan capex Rp200 miliar
http://www.bisnis.com/market/saham/21841-astra-graphia-siapkan-capex-rp200-miliar

TOTL bagi dividen senilai Rp 14,67 per saham
http://investasi.kontan.co.id/v2/read/1303977288/66007/TOTL-bagi-dividen-senilai-Rp-1467-per-saham


Laba Bersih Indo Acidatama Anjlok 90,92%
http://pasarmodal.inilah.com/read/detail/1461322/laba-bersih-indo-acidatama-anjlok-9092
 


Laba bersih tumbuh signifikan, saham INDS melambung 19,48%
http://investasi.kontan.co.id/v2/read/1303976966/66006/Laba-bersih-tumbuh-signifikan-saham-INDS-melambung-1948

Rupiah Kamis Siang Naik 46 Poin (Rp 8.563)
http://www.investor.co.id/moneyandbanking/rupiah-kamis-siang-naik-46-poin/10739

BPS prediksi deflasi bulan ini menguat
http://www.bisnis.com/ekonomi/makro/21828-bps-prediksi-deflasi-bulan-ini-menguat


PGN {Ticker: PGAS.JK, Closing Price: 4,000 IDR, Target Price: 5,100 IDR, Recommendation: Buy}

Although we reiterate our view that the stock lacks any clear positive catalysts near term, we continue to like its longer term potential given encouraging progress of the LNG receiving terminal project to help address supply concerns longer term.

We see moderate earnings risks near term due to lingering uncertainties surrounding ramp-up of existing contracts & delays in signing of new contracts. Indeed, the regulators have been less supportive of PGAS when allocating gas recently, instead favoring allocations to oil co ' s for oil lifting, PLN, fertilizer co ' s, and even local govt co ' s (eg. recent dispute on Ketapang supply). (DB)

Gudang Garam {Ticker: GGRM.JK, Closing Price: 40,350 IDR, Target Price: 43,500 IDR, Recommendation: Buy}

Fourth major price increase of the year
Gudang Garam is raising prices for all of its major brands by c. 0.7%, which we view as a sign of its strong pricing power, which it has repeatedly demonstrated over the past 3 years. This is GGRM ' s fourth major price hike of the year with the company having raised prices by 2.8% YtD or 8% YoY. The company just needs to raise prices by an additional 1.5% to meet our full year price hike assumption of 8% YoY.(Deutsche Bank)

Duta Graha mundur dari tender gedung baru DPR
http://nasional.kontan.co.id/v2/read/1303967748/65985/Duta-Graha-mundur-dari-tender-gedung-baru-DPR

IMF: STRONGER ASIAN CURRENCIES WOULD EASE HIGHER-RATE `BURDEN'. CHINA INFLATION RATE TO MODERATE LATER THIS YEAR, IMF SAYS. ASIA'S INFLATION RISKS `REMAIN ON THE UPSIDE. IMF SEES NEED FOR MORE MONETARY TIGHTENING IN ASIA. ASIA'S `ROBUST' GROWTH BEING LED BY CHINA AND INDIA.

Japfa Comfeed Indonesia (BUY/Rp3,525/Target: Rp4,175)
So Good Food’s spin-off will have minimal impact on earnings. The US$100m cash proceeds may be used for the next corporate action. (UOB)

BBRI akan bagi dividen senilai Rp 70,04 per saham
http://investasi.kontan.co.id/v2/read/1303968826/65988/BBRI-akan-bagi-dividen-senilai-Rp-7004-per-saham-

Naik Tipis, IHSG Sempat Tembus Rekor  
http://www.detikfinance.com/read/2011/04/28/120542/1627500/6/naik-tipis-ihsg-sempat-tembus-rekor

Asing Topang IHSG Sesi I Ditutup Naik 0,05%
http://pasarmodal.inilah.com/read/detail/1460602/asing-topang-ihsg-sesi-i-ditutup-naik-005

Berencana go private, bursa suspen saham ALFA hari ini
http://investasi.kontan.co.id/v2/read/1303967525/65984/Berencana-go-private-bursa-suspen-saham-ALFA-hari-ini

Indonesia Stocks: Astra Otoparts, Energi Mega, Medco Energi
http://www.bloomberg.com/news/2011-04-28/indonesia-stocks-astra-otoparts-energi-mega-medco-energi.html

TRIO bagi dividen senilai Rp 66,75 miliar
http://investasi.kontan.co.id/v2/read/1303965590/65977/TRIO-bagi-dividen-senilai-Rp-6675-miliar

Kredit Naik, Laba Bersih BTPN Terkerek 76%
http://pasarmodal.inilah.com/read/detail/1460462/kredit-naik-laba-bersih-btpn-terkerek-76

BJBR reported net profit of 260.1bn in 1Q11 (+22.7% yoy), 22.8% of FY11 consensus estimates. Loans grew by 29.1% yoy to Rp24.7tn, bringing LDR to increase slightly to 70.2% at end Mar11 compared with 69.9% at end Mar10. NPL increased to 2.4% at end Mar11 compared with 2.1% at end Mar10. This ,mainly came from commercial segment.At current price, the stock is trading at 2011F PER of 11.5x and P/BV of 2.3x based on consensus estimates.

BUMI membatalkan divestasi 7,4 Juta saham Gallo Oil Ltd Bumi Resources (BUMI) kemarin dikabarkan mengumumkan pembatalan divestasi 7,4 juta saham atau 20% saham Gallo Oil Ltd miliknya ke Florenceville Financial.  Pembatalan praktis menghapus aset BUMI USD 290 juta karena dalam laporan keuangan BUMI 2009 dan 2010, dana divestasi itu didefinisikan tagihan senilai harga jual Gallo, USD 290 juta. Sejalan dengan itu, laba yang diperoleh BUMI dari selisih harga jual Gallo dengan nilai investasinya juga terhapus, USD 35,9 juta.

Laba Bersih Bank Permata Naik 108%
http://www.investor.co.id/moneyandbanking/laba-bersih-bank-permata-naik-108/10678

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, Bank BJB (BJBR IJ) is scheduled to announce its 1Q11 financial result

Bank Tabungan Pensiunan
Hunting for bigger pie - by Mulya Chandra CFA

(BTPN IJ / BTPN.JK, OUTPERFORM - Upgraded, Rp2,600 - Tgt. Rp3,500, Banks)

Kalbe Farma  
Minor hiccup, but on track - by Erwan Teguh
(KLBF IJ / KLBF.JK, NEUTRAL - Maintained, Rp3,575 - Tgt. Rp3,800, Pharmaceuticals)

1Q11 core profit was up 23% yoy to Rp322bn, forming 21% of our FY11 forecast and consensus. Factoring in seasonality, the results are 10% below our forecast and 8% below consensus, mainly due to lower-than-expected sales growth after the divestment of its packaging business in the middle of last year. Excluding packaging, sales grew 12.2% yoy, in line with our forecast of 15%. Strong margins support our view that margins would be higher this year and as such, we keep our FY11-13 earnings forecasts and target price of Rp3,800, still pegged at 20x CY12 earnings.

Saham SIPD Berpotensi Menuju Rp150
http://pasarmodal.inilah.com/read/detail/1459772/saham-sipd-berpotensi-menuju-rp150

Peluang Menangkan Tender, ADHI Dikerek ke Rp 1200
http://pasarmodal.inilah.com/read/detail/1439392/peluang-menangkan-tender-adhi-dikerek-ke-rp-1200

Harga Perdana HD Finance Ditetapkan Rp200/Saham
http://pasarmodal.inilah.com/read/detail/1459982/harga-perdana-hd-finance-ditetapkan-rp200saham

Kuartal I, Laba Trikomsel Naik 95,8%
http://economy.okezone.com/read/2011/04/28/278/450790/kuartal-i-laba-trikomsel-naik-95-8

Agung Podomoro Cetak Laba Bersih Naik 494%
http://pasarmodal.inilah.com/read/detail/1459922/agung-podomoro-cetak-laba-bersih-naik-494

Laba Bersih Bank Mayapada Anjlok 55% di Q1-2011
http://pasarmodal.inilah.com/read/detail/1459912/laba-bersih-bank-mayapada-anjlok-55-di-q1-2011

Laba Bersih BWPT Naik 68% di Q1-2011
http://pasarmodal.inilah.com/read/detail/1459852/laba-bersih-bwpt-naik-68-di-q1-2011

UNTR Cetak Kenaikan Laba Bersih 42,7% di Q1-2011
http://pasarmodal.inilah.com/read/detail/1459842/untr-cetak-kenaikan-laba-bersih-427-di-q1-2011

Japan Economy Took Bigger Hit in March Than Analysts Estimated
http://www.bloomberg.com/news/2011-04-28/japan-s-industrial-output-plunges-15-3-as-record-quake-disrupts-supplies.html

HRUM siapkan dana Rp 2,58 triliun untuk ekspansi
http://investasi.kontan.co.id/v2/read/1303953146/65957/HRUM-siapkan-dana-Rp-258-triliun-untuk-ekspansi

Pengumuman Fed Bawa Nasdaq ke Titik Tertinggi dalam 10 Tahun
http://www.detikfinance.com/read/2011/04/28/070209/1627193/6/pengumuman-fed-bawa-nasdaq-ke-titik-tertinggi-dalam-10-tahun?f9911013

Bloomberg:Bhakti Investama to Sell 10% Stake in MNC Sky, Daily Reports

Harum Energy to Pay Dividend of 244 Rupiah a Share, Daily Says

Lanjutkan Kenaikan, Pilih Saham Bank-CPO
http://pasarmodal.inilah.com/read/detail/1458302/lanjutkan-kenaikan-pilih-saham-bank-cpo

Laba bersih KLBF naik 23,3% pada triwulan I 2011
http://investasi.kontan.co.id/v2/read/1303949758/65952/Laba-bersih-KLBF-naik-233-pada-triwulan-I-2011

Kuartal satu, pendapatan BMTR naik 16% menjadi Rp 1,57 triliun
http://investasi.kontan.co.id/v2/read/1303908946/65934/Kuartal-satu-pendapatan-BMTR-naik-16-menjadi-Rp-157-triliun

BMTR bagi dividen Rp 10 per saham

Penuhi capex 2011, AUTO jajaki pinjaman senilai Rp 600 miliar
http://investasi.kontan.co.id/v2/read/1303903101/65927/Penuhi-capex-2011-AUTO-jajaki-pinjaman-senilai-Rp-600-miliar

MNCN akan bagikan dividen sebesar Rp 15 per saham
http://investasi.kontan.co.id/v2/read/1303912150/65937/MNCN-akan-bagikan-dividen-sebesar-Rp-15-per-saham

AUTO akan membagikan dividen sebesar 40% dari laba bersih 2010
http://investasi.kontan.co.id/v2/read/1303897648/65918/AUTO-akan-membagikan-dividen-sebesar-40-dari-laba-bersih-2010

Asian Stocks Rise as Federal Reserve Signals Low Interest Rates

Inilah Saham Pilihan Kamis (28/4/2011)
http://pasarmodal.inilah.com/read/detail/1459252/inilah-saham-pilihan-kamis-2842011

Kuartal I, Laba Bersih MNC Naik 27%
http://economy.okezone.com/read/2011/04/27/278/450654/kuartal-i-laba-bersih-mnc-naik-27

BLOOMBERG: INDIKA SAID TO PLAN TO SELL DOLLAR BONDS AS EARLY AS TODAY. INDIKA ENERGY SAID TO MARKET DOLLAR BONDS TO YIELD 7% AREA. INDIKA SAID TO PLAN TO EXCHANGE $185M OF BONDS DUE 2012. INDIKA ENERGY SAID TO PLAN TO SELL $115M OF NOTES DUE 2018

BLOOMBERG: RUPIAH GAIN PACE MUST BE 'RIGHT BALANCE,' PANGESTU SAYS. INDONESIA FOOD PRICE INFLATION 'CALMED DOWN' IN 1Q: PANGESTU. INDONESIA SEEKS TO EXPORT MORE VALUE-ADDED PRODUCTS TO CHINA.

Bloomberg: Indonesia Sells $2.5 Billion Dollar Bonds in Record Start

Rekomendasi: Saham apa yang menarik hari ini?
http://www.bisnis.com/market/saham/21768-rekomendasi-saham-apa-yang-menarik-hari-ini

Dollar AS tumbang, emas kembali cetak rekor sepanjang sejarah
http://investasi.kontan.co.id/v2/read/1303950902/65953/Dollar-AS-tumbang-emas-kembali-cetak-rekor-sepanjang-sejarah

Stok bensin AS turun tajam, harga minyak kembali melejit
http://investasi.kontan.co.id/v2/read/1303948919/65950/Stok-bensin-AS-turun-tajam-harga-minyak-kembali-melejit

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