Minus 35 Poin, IHSG Bertahan di Level 3.800
http://www.detikfinance.com/read/2011/05/03/160536/1631514/6/minus-35-poin-ihsg-bertahan-di-level-3800
Raih Izin, Tambang Batu Bara AKRA Siap Berproduksi
http://economy.okezone.com/read/2011/05/03/278/452789/raih-izin-tambang-batu-bara-akra-siap-berproduksi
Pemegang Saham Lepas Kepemilikan di Wahana Phonix
http://pasarmodal.inilah.com/read/detail/1476342/pemegang-saham-lepas-kepemilikan-di-wahana-phonix
214 Saham Lolos Kategori Daftar Efek Syariah
http://economy.okezone.com/read/2011/05/03/278/452765/214-saham-lolos-kategori-daftar-efek-syariah
Apa saja yang diharamkan MUI dalam trading?
http://investasi.kontan.co.id/v2/read/1304407923/66407/Apa-saja-yang-diharamkan-MUI-dalam-trading-
CIMB: Buy BMRI target Rp 9.300.
Bhakti Capital Cetak Laba Bersih Rp67,88 Miliar
http://pasarmodal.inilah.com/read/detail/1475872/bhakti-capital-cetak-laba-bersih-rp6788-miliar
Terbesar, BRI Salurkan KUR Rp5,3 Triliun
http://economy.okezone.com/read/2011/05/03/320/452709/terbesar-bri-salurkan-kur-rp5-3-triliun
Laba Bersih Multistrada Tumbuh 20%
http://economy.okezone.com/read/2011/05/03/278/452700/laba-bersih-multistrada-tumbuh-20
Kuartal I, Laba Bersih BSD Melejit 97,2%
http://economy.okezone.com/read/2011/05/03/278/452686/kuartal-i-laba-bersih-bsd-melejit-97-2
REMINDER:::04 May 2011 Rups MPPA
05 May 2011 Rups Elang Mahkota (EMTK), 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
Inilah Prediksi Analis untuk Sektor Telekomunikasi
http://pasarmodal.inilah.com/read/detail/1475592/inilah-prediksi-analis-untuk-sektor-telekomunikasi
Koreksi Wajar, IHSG Sesi I Turun 33,04 Poin, Asing Net Buy Rp 73 miliar
http://pasarmodal.inilah.com/read/detail/1475612/koreksi-wajar-ihsg-sesi-i-turun-3304-poin
Akumulasi Saham Yang Dekati Support-nya
http://pasarmodal.inilah.com/read/detail/1475532/akumulasi-saham-yang-dekati-support-nya
Saham Blue Chip Dilego, IHSG Jatuh 33 Poin
http://www.detikfinance.com/read/2011/05/03/120547/1631164/6/saham-blue-chip-dilego-ihsg-jatuh-33-poin
Sektor keuangan anjlok, indeks di sesi I tak berkutik
http://investasi.kontan.co.id/v2/read/1304399498/66384/Sektor-keuangan-anjlok-indeks-di-sesi-I-tak-berkutik
Harga Minyak RI Melambung ke US$ 123 Akibat Krisis Timteng
http://www.detikfinance.com/read/2011/05/03/110002/1631080/1034/harga-minyak-ri-melambung-ke-us--123-akibat-krisis-timteng
BUMI estimasi penjualan batubara bisa mencapai 14 juta ton di kuartal I
http://investasi.kontan.co.id/v2/read/1304398509/66381/BUMI-estimasi-penjualan-batubara-bisa-mencapai-14-juta-ton-di-kuartal-I
Indonesia Stocks: Bank Rakyat Indonesia, Mandiri, Indofood CBP
http://www.bloomberg.com/news/2011-05-03/indonesia-stocks-bank-rakyat-indonesia-mandiri-indofood-cbp.html
Bloomberg: Bank Rakyat, Central Asia Drop in Jakarta on Valuation Concerns
(Bloomberg) -- PT Bumi Resources sold an estimated 14 million tons of coal at an average price of more than $80 a ton in the first quarter, Dileep Srivastava, a director at the Indonesian coal producer said in an e-mailed statement today. Sales revenue is expected to “far exceed” the amount in the first quarter of 2010 because of “exponentially higher prices,” Srivastava said. Bumi expects to sell 66 million tons of coal this year, he said.
Suku Bunga Rendah, Saham TRUB Cerah
http://pasarmodal.inilah.com/read/detail/1474742/suku-bunga-rendah-saham-trub-cerah
Asiariver Tetap Beli 20% Saham Duta Graha
http://www.investor.co.id/marketandcorporatenews/asiariver-tetap-beli-20-saham-duta-graha/11077
Anak usaha ASII dapat pinjaman US$ 341 juta
http://investasi.kontan.co.id/v2/read/1304393397/66369/Anak-usaha-ASII-dapat-pinjaman-US-341-juta
Macquarie pangkas rekomendasi saham ICBP
http://investasi.kontan.co.id/v2/read/1304393636/66371/Macquarie-pangkas-rekomendasi-saham-ICBP
Pendapatan naik, laba bersih WIKA ikut terdongkrak 33,7% di kuartal I
http://investasi.kontan.co.id/v2/read/1304393286/66368/Pendapatan-naik-laba-bersih-WIKA-ikut-terdongkrak-337-di-kuartal-I
Bank Mutiara raih laba Rp40,23 miliar
http://www.bisnis.com/finansial/perbankan/22328-bank-mutiara-raih-laba-rp4023-miliar
BLOOMBERG: INDOFOOD CBP CUT TO `NEUTRAL' FROM `OUTPERFORM' AT MACQUARIE
CPIN first quarter net profit IDR653 billion; FY net profit could hit IDR3.2 tln up 45% from IDR2.2 trillion at the end of 2010. 12-month target is at IDR2400
Telkom Incar Pendapatan Music Digital Rp1,5 Triliun
http://www.investor.co.id/home/telkom-incar-pendapatan-music-digital-rp15-triliun/11056
Northstar Beli WINS di Rp 415
Northstar Pacific disebut-sebut pelaku aasar akan membeli 8% saham PT Wintermar Offshore Marine Tbk (WINS) pada harga Rp 415. Northstar diberitakan telah menunjuk JP Morgan sebagai perwakilan. Diterapkannya asas cabotage menjadi salah satu alasan Northstar masuk WINS. Selain itu, WINS dikabarkan akan membagi dividen Rp 15 per saham pada Mei mendatang.
PT Asia Pacific Fibers Tbk (POLY) dan anak usahanya membukukan pertumbuhan laba bersih sebesar 80% di kuartal pertama tahun ini. Selama tiga bulan pertama 2011, perseroan mengantongi laba bersih senilai Rp 410,708 miliar, dibanding periode yang sama tahun sebelumnya senilai Rp 227,232 miliar.Kinerja laba yang positif ditopang pendapatan usaha yang mencapai Rp 1,5 triliun, atau naik 46% dari triwulan pertama tahun lalu yang senilai Rp 1,028 triliun.
BUMI EXPECTS 2012 COAL SALES VOLUME TO HIT 80 METRIC MILLION TONS VS 66 MILLION METRIC TONS TARGETED IN 2011.
WOMF: P/E RATIO 5.2X 2011 EARNINGS VS MFIN 6.1x
WATCH ASGR...IT MAY HAVE BECOME A TARGET OF TAKE OVER AS ASTRA INTERNATIONAL (PARENT COMPANY) PLANS TO STREAMLINE BUSINESS AND FOCUES ON CORE. CHINA, EUROPE AND HONG KONG COMPANIES ARE BIDDING ASGR AT 30% PREMIUM TO THE CURRENT MARKET PRICE. (DISC ON)
Sector Update – Property – Boon from population boom
We continue to believe the market has under-appreciated the growth and profit outlook of Indonesian property developers. Inflation concerns have been exaggerated, in our view, with the market overlooking the facts that: 1) properties are dearly held as inflation hedges in Indonesia and periods of high inflation normally coincide with bigger price increases; and 2) rising income and the middle class render property demand less sensitive to inflation. The country's demographics and 2008 changes in the tax code are two structural changes that could propel profits to new highs, we believe. Above-market earnings growth and potential RNAV upgrades should provide sector catalysts. Our top picks are Alam Sutera and Ciputra Dev. A laggard that could be poised for re-rating is BSD, with catalysts from accelerated returns. (CIMB)
Outlook
Distribution volume outlook remains tepid in 2011E as there is no definite date when PGAS will receive back its allocated gas currently shifted for oil-shifting purposes. The ramp up in Jambi Merang gas production has been below expectation as well. The volume outlook is considerably better for 2012E as management revealed that PGAS has appointed a contractor for its FSRU West Java project and expects the project to be completed in 2012E, as previously expected. We maintain our Buy rating on the stock as we think the tepid earnings growth for 2011E has been factored in the share price. We expect earnings growth to resume in 2012E post the commissioning of PGAS' FSRU project. (Citigroup).
Indonesia Inflation Slows, Providing Room to Hold Benchmark Interest Rate
http://www.bloomberg.com/news/2011-05-02/indonesia-inflation-slows-providing-room-to-hold-benchmark-interest-rate.html
Rally May Run Out Of Steam For Indonesia Stocks
http://news.ino.com/headlines/?newsid=50220111642
Bloomberg: Bank Danamon PT Raised to 7,000 Rupiah vs 6,300 at Credit Suisse.
Bloomberg: Bank Mandiri PT Raised to 8,950 Rupiah vs 8,400 at Credit Suisse
Total Bangun to Pay 14.67 Rupiah a Share as Dividend, Daily Says
Gozco’s First-Quarter Net Income at 45.3 Tln Rupiah, Kontan Says
Jasa Marga to Invite Contractors for Its Projects, Bisnis Says
Bloomberg: Asian Stocks Drop as Raw Material Producers Slip, ANZ Bank Falls
Rupiah Declines on Speculation Policy Makers Will Check Gains
UNTR akuisisi dua tambang senilai Rp 2,73 triliun
http://investasi.kontan.co.id/v2/read/1304379484/66346/UNTR-akuisisi-dua-tambang-senilai-Rp-273-triliun
MLPL Diakuisisi Asing, Target Rp 500
http://pasarmodal.inilah.com/read/detail/1474562/mlpl-diakuisisi-asing-target-rp-500
Global Mediacom Raup Laba Bersih Rp282 Miliar
http://pasarmodal.inilah.com/read/detail/1473692/global-mediacom-raup-laba-bersih-rp282-miliar
Bhakti Investama Cetak Laba Bersih Rp342,95 Miliar
http://pasarmodal.inilah.com/read/detail/1473712/bhakti-investama-cetak-laba-bersih-rp34295-miliar
TBIG Raup Laba Sebelum EBITDA Rp166,7 M
http://pasarmodal.inilah.com/read/detail/1474212/tbig-raup-laba-sebelum-ebitda-rp1667-m
Kimia Farma akan Akuisisi Saham SDPC
http://pasarmodal.inilah.com/read/detail/1474692/kimia-farma-akan-akuisisi-saham-sdpc
Inilah Rekomendasi Saham Selasa (3/5)
http://pasarmodal.inilah.com/read/detail/1473002/inilah-rekomendasi-saham-selasa-35
Rekomendasi: Saham apa yang menarik hari ini?
http://www.bisnis.com/market/saham/22300-rekomendasi-saham-apa-yang-menarik-hari-ini
Kekuatan IHSG Mulai Pudar
http://www.detikfinance.com/read/2011/05/03/074740/1630940/6/kekuatan-ihsg-mulai-pudar
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