Friday, May 6, 2011

Laporan & Rumor Saham Indonesia 06-05 (Refresh)

Harga Komoditas Anjlok, IHSG Parkir di 3.798 
http://www.detikfinance.com/read/2011/05/06/160603/1634187/6/harga-komoditas-anjlok-ihsg-parkir-di-3798

IHSG ditutup melemah 17,72 poin jadi 3.798,55
http://www.bisnis.com/market/saham/22855-ihsg-ditutup-melemah-1772-poin-jadi-379855

Morgan Stanley, the most profitable international brokerage house of 2010 according to Bloomberg survey, has just reaffirmed their stock rating of Bumi Resources as (BUMI.JK) as Underweight and kept its target price of Rp2.800 in line with the earlier adjustment on January 18, 2011. Meanwhile, Morgan Stanely is cited to maintain coal industry rating worldwide as Attractive.

Investasi di Pasar Modal Lebih Menjanjikan Ketimbang Emas 
http://www.detikfinance.com/read/2011/05/06/163224/1634209/6/investasi-di-pasar-modal-lebih-menjanjikan-ketimbang-emas

Fitch berikan peringkat AA(idn) pada obligasi BII
http://investasi.kontan.co.id/v2/read/1304654230/66744/Fitch-berikan-peringkat-AAidn-pada-obligasi-BII

Laba Bersih INCO Naik 47% di Triwulan 1-2011
http://pasarmodal.inilah.com/read/detail/1489002/laba-bersih-inco-naik-47-di-triwulan-1-2011

Leyand International Cetak Laba Bersih Rp7,19 M
http://pasarmodal.inilah.com/read/detail/1488702/leyand-international-cetak-laba-bersih-rp719-m

Gajah Tunggal Cetak Laba Bersih Rp331,7 Miliar
http://pasarmodal.inilah.com/read/detail/1487392/gajah-tunggal-cetak-laba-bersih-rp3317-miliar

UNTR Prediksi Penjualan 4.200 Unit Alat Berat
http://pasarmodal.inilah.com/read/detail/1487252/untr-prediksi-penjualan-4200-unit-alat-berat

ASII Prediksi Produksi Mobil Turun 15% hingga Juni
http://pasarmodal.inilah.com/read/detail/1487142/asii-prediksi-produksi-mobil-turun-15-hingga-juni

Indomobil Anggarkan Capex Rp120 Miliar di 2011
http://pasarmodal.inilah.com/read/detail/1488562/indomobil-anggarkan-capex-rp120-miliar-di-2011

FISH Dapat Tambahan Pinjaman Modal Kerja US$50 Jt
http://pasarmodal.inilah.com/read/detail/1489052/fish-dapat-tambahan-pinjaman-modal-kerja-us50-jt

Inilah 10 Top Foreign Sell Hari Ini
http://pasarmodal.inilah.com/read/detail/1488552/inilah-10-top-foreign-sell-hari-ini

Inilah 10 Top Foreign Buy Saham Hari Ini
http://pasarmodal.inilah.com/read/detail/1488542/inilah-10-top-foreign-buy-saham-hari-ini

Saham PYFA Teraktif Diperdagangkan Hari Ini
http://pasarmodal.inilah.com/read/detail/1488672/saham-pyfa-teraktif-diperdagangkan-hari-ini

Pelemahan Komoditas Masih Benamkan Rupiah
http://pasarmodal.inilah.com/read/detail/1488622/pelemahan-komoditas-masih-benamkan-rupiah

Bakrie punya andil besar di saham Newmont
http://investasi.kontan.co.id/v2/read/1304685396/66803/Bakrie-punya-andil-besar-di-saham-Newmont

Beli 7% Saham Newmont, Pemerintah Dapat Diskon 
http://www.detikfinance.com/read/2011/05/06/163657/1634212/4/beli-7-saham-newmont-pemerintah-dapat-diskon

BI berikan tiga hukuman sekaligus bagi Citibank
http://investasi.kontan.co.id/v2/read/1304671034/66781/BI-berikan-tiga-hukuman-sekaligus-bagi-Citibank

Penawaran tender Berau tersendat
http://www.bisnis.com/market/saham/22870-penawaran-tender-berau-tersendat

Indonesia’s 2011 Coal Output Expected to Gain 14%: Reuters Link

BNI pasok Rp 500 miliar untuk empat anak usaha
http://investasi.kontan.co.id/v2/read/1304572635/66623/BNI-pasok-Rp-500-miliar-untuk-empat-anak-usaha

Naik 81%, Saham Ratu Prabu Masuk UMA 
http://www.detikfinance.com/read/2011/05/06/144707/1634058/6/naik-81-saham-ratu-prabu-masuk-uma

Transaksi Investor Saham Pontianak Capai Rp 1 Triliun/Bulan 
http://www.detikfinance.com/read/2011/05/06/124914/1633926/6/transaksi-investor-saham-pontianak-capai-rp-1-triliun-bulan

Produksi Mobil Astra Turun 15% 
http://www.detikfinance.com/read/2011/05/06/123810/1633919/1036/produksi-mobil-astra-turun-15?f9911013

UNTR Prediksi Penjualan 4.200 Unit Alat Berat
http://pasarmodal.inilah.com/read/detail/1487252/untr-prediksi-penjualan-4200-unit-alat-berat

Berau Coal Signs Supply Contract With Huaneng, Reuters Says

IHSG Sesi I Ditutup Turun 15,3 Poin, ASing Masih Net Buy Rp 106 miliar
http://pasarmodal.inilah.com/read/detail/1487052/ihsg-sesi-i-ditutup-turun-153-poin

Saham Komoditas Rontok, IHSG Berkurang 15 Poin 
http://www.detikfinance.com/read/2011/05/06/113637/1633884/6/saham-komoditas-rontok-ihsg-berkurang-15-poin

Sektor perdagangan dan agrikultur masih membuat wajah indeks muram di sesi I
http://investasi.kontan.co.id/v2/read/1304657199/66753/Sektor-perdagangan-dan-agrikultur-masih-membuat-wajah-indeks-muram-di-sesi-I

Rekomendasi Saham Kontan:
http://investasi.kontan.co.id/v2/rekomendasi

Menu Sesi Dua: Komoditas & Bank
http://pasarmodal.inilah.com/read/detail/1487062/menu-sesi-dua-komoditas-bank

Rupiah Jumat Pagi Stabil di Posisi Rp8.564 http://www.investor.co.id/home/rupiah-jumat-pagi-stabil-di-posisi-rp8564/11344

GJTL: Laba Q1 2011 naik 34.57% dari Rp 246.4 miliar menjadi Rp 331.7 miliar.

Polycem Indonesia (ADMG) mencatat kenaikan penjualan di Q1 2011 menjadi 1.315T dibanding Q1 921M. Kenaikan ini disebabkan naiknya sales di sektor polyster dan bahan dasar pembuatan polyster (MEG) yg menyebabkan Gross Profit Margin ADMG menjadi 20% di Q1 2011 dibanding Q1 2010 7,3% dan di Full Year 2010 5.26%.

ASII Bagi Sisa Dividen Rp1.130 per Saham
http://pasarmodal.inilah.com/read/detail/1486852/asii-bagi-sisa-dividen-rp1130-per-saham

BYAN Raih Kredit Danai Akuisisi Tambang Batubara
http://pasarmodal.inilah.com/read/detail/1486962/byan-raih-kredit-danai-akuisisi-tambang-batubara

ROTI sudah bangun dua pabrik tahun ini
http://investasi.kontan.co.id/v2/read/1304647146/66733/ROTI-sudah-bangun-dua-pabrik-tahun-ini

Peringkat Obligasi SCTV Naik Jadi idA+
http://economy.okezone.com/read/2011/05/06/278/453950/peringkat-obligasi-sctv-naik-jadi-ida

Arus Modal Masuk Deras, Cadangan Devisa RI Sentuh US$ 113,8 Miliar 
http://www.detikfinance.com/read/2011/05/06/091527/1633737/5/arus-modal-masuk-deras-cadangan-devisa-ri-sentuh-us--1138-miliar

Salim Ivomas Jual 20% Saham Lewat IPO 9 Juni 
http://www.detikfinance.com/read/2011/05/06/101927/1633781/6/salim-ivomas-jual-20-saham-lewat-ipo-9-juni

Adaro Pasok Batubara Shanxi Coal Selama Dua Tahun?
http://www.detikfinance.com/read/2011/05/06/111155/1633853/1014/adaro-pasok-batubara-shanxi-coal-selama-dua-tahun

Dividen Menarik, Pyfa Akan Dikerek ke Rp 300?
http://www.detikfinance.com/read/2011/05/06/095753/1633766/1014/dividen-menarik-pyfa-akan-dikerek-ke-rp-300

REMINDER AGENDA MEI 2011:
-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 BAYU, WIKA, FASW, MEGA, BRPT, BBCA, SMDR, Pengumuman BI Rate,  Akhir penawaran IPO Buana Listya Tama 105-175, Cum Dev TOTL 14,67,  Cum Dev BPFI 10,  Cum Dev LPGI 112

-13 May 2011 Rups TRAM, BNII, PBRX (stock split 1:4), NIPS. Toko Gunung Agung, Listing Ipo Metropolitan Land
-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,  ADRO -mengikuti tender PLTU 2 x   1000 US$ 3 miliar megawatt di Kalimantan Selatan. PLN akan melakukan prakualifikasi ulang   untuk proyek ini karena jumlah peserta tendernya kurang. Prakualifikasi ulang   ini akan berjalan pada 18 Mei 2011.
-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, Cum Dev MKPI 125
-20 May 2011 Rups PUDP, TSPC, BUDI, TBLA, PEGE, Cum Dev TOTL 14,67,  Cum Dev AALI 640,

RUIS SECURED NEW GAS N OIL CONTRACTS IN PEKANBARU. RUIS WILL TEAM UP WITH CHINA'S CNOOC TO DEVELOP THE GAS AND OIL BLOCKS IN PEKANBARU. OFFICIAL ANNOUNCEMENT WIL BE MADE NEXT WEEK. (disc on)

BLOOMBERG:*BUY RUPEE, SELL RUPIAH ON OIL PRICE DROP, CITIGROUP SAYS

BLOOMBERG: *ASTRA INTERNATIONAL ALLOCATES $1.4B FOR 2011 CAPEX. ASTRA ALLOCATES 40% OF 2011 CAPEX FOR UNITED TRACTORS: SUGIARTO.

Indonesia Stocks: Aneka Tambang, London Sumatra, Wijaya Karya
http://www.bloomberg.com/news/2011-05-06/indonesia-stocks-aneka-tambang-london-sumatra-wijaya-karya.html

DJ Astra International Shareholders OK IDR1,130/Share Final Dividend
*DJ Astra International Dividend To Be Paid June 16
*DJ Astra International Shareholders OK IDR1,130/Share Final Dividend

Rumor: ADRO menandatangani MOU kontrak baru Batu Bara untuk 2 tahun kedepan oleh Shanxi Coal Import and Export Group Co., Ltd. Stated own company China sebesar 100 Juta metric Ton . Krisis supply batubara di China menyebabkan melonjaknya permintaan batubara ke seluruh dunia. Hal ini akan diperkirakan meningkatkan revenue ADRO kurang lebih 200% untuk Full Year 2011

ASII bagi deviden sekitar 45% atau Rp 1.600 termasuk deviden interim Rp 470 yg telah dibayarkan 15 Nov 2010. Pembayaran pada tgl 16 Juni 2011 utk pemegang saham yg tercatat pada DPS 1 Juni 2011 pukul 4pm.

BIPI TO BUY COAL PRODUCER IN EAST KALIMANTAN.

[Dow Jones] Indonesian shares are likely to fall, weighed by weak Asian markets and falling commodity prices, traders say. They expect the main index to find support at 3780 after it ended steady at 3816.272 Thursday. "There should be a healthy correction after recent gains, with many investors likely preferring to take cash ahead of the weekend," says a trader with a local securities firm. Commodity-related stocks such as coal producer Bukit Asam (PTBA.JK) and CPO producer Astra Agro (AALI.JK) may lead falls on profit-taking.

By Duncan Mavin
A DOW JONES COLUMN
Indonesian stocks are perkier than a cup of Java. But with Asia twitchy about inflation, is it time investors woke up and smelled the coffee?
The Jakarta Composite Index gained more than 170% in 2009 and 2010. For the first few weeks of 2011 it slipped back on fears about inflation and potential monetary tightening before recovering, setting new records along the way. Jakarta's average multiple of 2011 earnings is about 15; richer than Thailand's 13 times and the multiple of 14 times in the Philippines.

Risks abound. Wing Kin Chow, who runs Prudential Asset Management's IOF Indonesia Equity Fund, says Indonesian stocks still remain vulnerable to rising food and energy prices, currency fluctuations, or any spike in risk aversion that could see capital leaving the market for safe havens overseas. There is the danger that interest rates have to rise sharply to head off inflationary pressures. And the country's creaking infrastructure and its outdated labor and land laws are also in need of an upgrade.

Yet Indonesia has received several tacit endorsements in recent weeks. Standard & Poor's has upgraded Indonesia's sovereign debt to a BB+ rating. Global bond buyers, meanwhile, shelled out $2.5 billion on 10-year Indonesian government bonds yielding 5.1%. And Chinese premier Wen Jiabao visited the capital Jakarta last week on a goodwill visit with a fistful of foreign investment dollars
valsa adistri: All this reflects a strong macroeconomic backdrop. The Indonesian currency, the rupiah, has been at or near seven year highs against the U.S. dollar recently, while foreign direct investment jumped 11.6% in the first quarter of 2011. The country's budget deficit looks under control, and its debt-to-gross domestic product ratio has been coming down steadily in recent years. Indonesia's GDP growth could hit 6.2% in 2011, according to the International Monetary Fund. That's better than any year in the past decade other than 2007 -- when GDP growth was 6.3% -- and better than some of Indonesia's neighbors, such as Malaysia and Thailand are expecting.

Crucially, S&P has also said it might raise Indonesia's credit rating further. That could open up the local debt markets to some foreign investors, such as U.S. pension funds, that can't buy sub- investment grade debt.This could provide the jolt Indonesia needs to weather nervousness about Asian markets in general. In particular, energy and financial services stocks would benefit from a lower cost of borrowing. In this year of living dangerously, Indonesia's upgrade potential offers some insurance.
(Duncan Mavin oined the The Wall Street Journal in Hong Kong from Canada's National Post where he was a foreign correspondent and business reporter. He was previously a chartered accountant in London and Toronto. He can be reached at +852 2832 2397 or by email at duncan.mavin@wsj.com)

Dividen Menarik, PYFA Akan Dikerek ke Rp 300
http://pasarmodal.inilah.com/read/detail/1486522/dividen-menarik-pyfa-akan-dikerek-ke-rp-300

Soft Start Tipped For Jakarta Stocks
http://news.ino.com/headlines/?newsid=50520112659

Bukit Asam Allocates 1 Tln Rupiah for Power Plant, Daily Reports

Agenda 06 May 2011 Rups ASII, Cum Dev MERK 4464, Cum Dev TRIO 15

Provisi meningkat, laba BBCA tergerus
http://investasi.kontan.co.id/v2/read/1304644548/66728/Provisi-meningkat-laba-BBCA-tergerus

Bloomberg: Wijaya Karya Delays Unit’s IPO Until 2012, Bisnis Indonesia Says

Bloomberg: Fajar Surya Seeks $70 Million Bank Loan, Bisnis Indonesia Says

Bloomberg: Tunas Allocates 504.4 Bln Rupiah for 2011 Capex, Bisnis Says

Salim Ivomas to Sell 3.16 Billion New Shares at 200 Rupiah Each

INDONESIA FOREX RESERVE AS OF END APRIL AT $113.8 BILLION

Lippo Karawaci to Build Two JW Marriott Hotels, Kontan Reports

Saham BNII Dilirik Chairul Tanjung
http://pasarmodal.inilah.com/read/detail/1486462/saham-bnii-dilirik-chairul-tanjung

Rumor investordaily:
BRMS: Vallar Plc akan menambah kepimilikan saham di Newmont dan sedang diincar investor Afrika untuk memperbesar konsesi tambang

WINS: akan melakukan placement saham sebesar 5% pada harga Rp 415, placement ini oversubscribed 2,5 kali dimana Northstar, Schroder dan Jamsostek menjadi pembeli terbanyak, dan CSFB dn CLSA ditunjuk sebagai book runner dlm placement ini

Harga Minyak Jatuh, Wall Street Merosot
http://www.detikfinance.com/read/2011/05/06/070349/1633682/6/harga-minyak-jatuh-wall-street-merosot?f9911023

Permintaan lesu, harga tembaga dan timah melemah
http://investasi.kontan.co.id/v2/read/1304636989/66708/Permintaan-lesu-harga-tembaga-dan-timah-melemah

KRAS bangun pabrik besi tanur tinggi senilai Rp 5,92 triliun
http://investasi.kontan.co.id/v2/read/1304640163/66716/KRAS-bangun-pabrik-besi-tanur-tinggi-senilai-Rp-592-triliun

Hati-hati, harga emas masih diprediksi melorot minggu depan
http://investasi.kontan.co.id/v2/read/1304641877/66721/Hati-hati-harga-emas-masih-diprediksi-melorot-minggu-depan

Jasa Marga Catat Laba Bersih Rp371,7 miliar
http://pasarmodal.inilah.com/read/detail/1485582/jasa-marga-catat-laba-bersih-rp3717-miliar

Inilah Nominal Dividen INCO
http://pasarmodal.inilah.com/read/detail/1485122/inilah-nominal-dividen-inco

Akhir Pekan, Lakukan Selective Buying
http://pasarmodal.inilah.com/read/detail/1484622/akhir-pekan-lakukan-selective-buying

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