Inilah Daftar Saham 'Top Foreign Buy' Hari Ini
http://pasarmodal.inilah.com/read/detail/1499362/inilah-daftar-saham-top-foreign-buy-hari-ini
Inilah Daftar 'Top Foreign Sell' Hari Ini
http://pasarmodal.inilah.com/read/detail/1499312/inilah-daftar-top-foreign-sell-hari-ini
Indocement Optimis Penjualan Naik 10% Lebih
http://pasarmodal.inilah.com/read/detail/1499402/indocement-optimis-penjualan-naik-10-lebih
Saham Lapis 2&3 Topang IHSG Berakhir di Zona Hijau
http://pasarmodal.inilah.com/read/detail/1499072/saham-lapis-23-topang-ihsg-berakhir-di-zona-hijau
Harga Minyak Menjinak, IHSG Rebound ke 3.800. Asing mencatat net sell Rp 336 miliar
http://www.detikfinance.com/read/2011/05/10/160622/1636547/6/harga-minyak-menjinak-ihsg-rebound-ke-3800
Astra angkat IHSG 0,40% ke 3.800,52
http://www.bisnis.com/market/saham/23220-astra-angkat-ihsg-040-ke-380052
Hore! Indeks kembali ke level 3.800]
http://investasi.kontan.co.id/v2/read/1305018898/67098/Hore-Indeks-kembali-ke-level-3.800
Rupiah masih menunjukkan keperkasaannya hingga sore ini\
http://investasi.kontan.co.id/v2/read/1305018553/67096/Rupiah-masih-menunjukkan-keperkasaannya-hingga-sore-ini
INTP akan bagi-bagi dividen sebesar 30% dari laba bersih 2010
http://investasi.kontan.co.id/v2/read/1305019101/67099/INTP-akan-bagi-bagi-dividen-sebesar-30-dari-laba-bersih-2010
BEI Pertanyakan Rencana Delisting Anta Tour
http://www.detikfinance.com/read/2011/05/10/163242/1636561/6/bei-pertanyakan-rencana-delisting-anta-tour
Awal Semester II
2 Perusahaan Akan Listing di BEI
http://economy.okezone.com/read/2011/05/10/278/455386/2-perusahaan-akan-listing-di-bei
Liliana Bambang, an analyst at JPMorgan Chase & Co., downgraded Gresik to “underweight” from “overweight,” citing “over-optimistic assumptions” in earnings consensus.
JP Morgan upgrade harga saham INDF menjadi Rp 8.000
Harga Saham Perdana Salim Dinilai Kemahalan
http://pasarmodal.inilah.com/read/detail/1498312/harga-saham-perdana-salim-dinilai-kemahalan
Perluas Jaringan Internet, First Media Bidik Pendapatan Rp 1 Triliun
http://www.detikfinance.com/read/2011/05/10/153035/1636499/6/perluas-jaringan-internet-first-media-bidik-pendapatan-rp-1-triliun
Sucorinvest : Prospek batubara cerah, rekomendasi beli PTBA
http://investasi.kontan.co.id/v2/read/1305017333/67091/Sucorinvest-Prospek-batubara-cerah-rekomendasi-beli-PTBA-
AKRA berencana akuisisi tambang batubara senilai Rp 700 miliar
http://investasi.kontan.co.id/v2/read/1305016531/67089/AKRA-berencana-akuisisi-tambang-batubara-senilai-Rp-700-miliar
AKR Corporindo Bagi Dividen Total Rp 32 per Lembar
http://www.detikfinance.com/read/2011/05/10/144057/1636419/6/akr-corporindo-bagi-dividen-total-rp-32-per-lembar
Melonjak 1,79%, saham INDF pimpin lonjakan di sektor consumer goods
http://investasi.kontan.co.id/v2/read/1305016059/67087/Melonjak-179-saham-INDF-pimpin-lonjakan-di-sektor-consumer-goods
BLOOMBERG: *AKR CORPRINDO PLANS TO BUY COAL MINE THIS YEAR, DIRECTOR SAYS. *AKR CORPRINDO MAY SPEND 700B RUPIAH FOR COAL MINE TAKEOVER
May 10 (Reuters) - Indonesia's domestic car sales, an indicator of consumer demand in Southeast Asia's biggest economy, declined 7 percent from a year earlier to 60,702 units in April, automotive association data showed on Tuesday. Domestic car sales in April were led by Toyota , Daihatsu and Mitsubishi , according to the Indonesian Automotive Association (Gaikindo). Astra International , the country's largest automotive distributor, has said it expects car production to fall 15 percent in the second quarter from a year ago due to part shortages from Japan after its devastating tsunami.
Bloomberg: Palm Oil Stockpiles, Output Reach 6-Month High in Malaysia
Bloomberg: Indofood Gains, Leading Consumer Stocks, as Unit Sets IPO Price
Jakarta - Vallar Investment UK Limited sudah mulai melakukan penawaran tender (tender offer) terhadap 3,4 miliar lembar (9,74%) saham PT Berau Coal Energy Tbk (BRAU) di harga Rp 540 per lembar. Kepala Biro PKP Sektor Riil Bapepam-LK, Anis Baridwan mengatakan, tender offer Vallar terhadap saham Berau telah aktif sejak kemarin."Tender offer Vallar kemarin aktifnya. Sudah efektif kemarin dan harganya Rp 540 per lembar," ujar Anis di Plaza Bapindo, Jakarta, Selasa (10/5/2011).
SOBI Nego di IDR 3500 258.227 lot
Harga Komoditas Mulai Pulih, IHSG Naik Tipis 8 Poin
http://www.detikfinance.com/read/2011/05/10/120611/1636267/6/harga-komoditas-mulai-pulih-ihsg-naik-tipis-8-poin
Saham Bakrie Dukung IHSG Sesi I Ditutup Naik 0,19%. Foreign Net Sell senilai Rp384,4 miliar.
http://pasarmodal.inilah.com/read/detail/1498082/saham-bakrie-dukung-ihsg-sesi-i-ditutup-naik-019
Indeks sesi I masih bertahan di zona hijau, kian mendekati level 3.800
http://investasi.kontan.co.id/v2/read/1305004665/67049/Indeks-sesi-I-masih-bertahan-di-zona-hijau-kian-mendekati-level-3.800
XL Ubah Tugas dan Wewenang Direksi]
http://pasarmodal.inilah.com/read/detail/1498022/xl-ubah-tugas-dan-wewenang-direksi
Sempat Ketahan Kasus KS, IPO Minnapadi Jalan Lagi
http://www.detikfinance.com/read/2011/05/10/121744/1636274/6/sempat-ketahan-kasus-ks-ipo-minnapadi-jalan-lagi
Bloomberg: Indonesian Mining Law Overhaul May Deter Investment, S&P Says
HD Finance Cetak Laba Bersih Rp7,3 M April 2011
http://pasarmodal.inilah.com/read/detail/1497692/hd-finance-cetak-laba-bersih-rp73-m-april-2011
Makinta: Sidomulya Selaras kemungkinan IPO Juli 2011
http://investasi.kontan.co.id/v2/read/1305001827/67040/Makinta-Sidomulya-Selaras-kemungkinan-IPO-Juli-2011
Saham berbasis CPO menjadi incaran, AALI pimpin kenaikan sektor agrikultur
http://investasi.kontan.co.id/v2/read/1305001586/67038/Saham-berbasis-CPO-menjadi-incaran-AALI-pimpin-kenaikan-sektor-agrikultur
Belum juga serahkan laporan keuangan, TRUB dikenai sanksi Rp 50 juta
http://investasi.kontan.co.id/v2/read/1305000598/67034/Belum-juga-serahkan-laporan-keuangan-TRUB-dikenai-sanksi-Rp-50-juta
Sucorinvest : Harga CPO masih akan naik, rekomendasi BUY saham SGRO
http://investasi.kontan.co.id/v2/read/1304998399/67025/Sucorinvest-Harga-CPO-masih-akan-naik-rekomendasi-BUY-saham-SGRO
Hasil RUPS AKRA , Dividen sebesar Rp32/saham. Termasuk dividen interim sebesar Rp30/sahan. Sehingga sisa dividen yg akan di bagikan sebesar Rp2/saham
Incar Rp 5,3 Triliun, Salim Ivomas IPO Rp 1.700 per Saham
http://www.detikfinance.com/read/2011/05/10/114918/1636247/6/incar-rp-53-triliun-salim-ivomas-ipo-rp-1700-per-saham
Sidomulyo Selaras IPO 30% Juli 2011
http://www.detikfinance.com/read/2011/05/10/112337/1636221/6/sidomulyo-selaras-ipo-30-juli-2011
Kresna Securities Rights Issue Rp 700 per Lembar, Diskon 12,5%
http://www.detikfinance.com/read/2011/05/10/104314/1636180/6/kresna-securities-rights-issue-rp-700-per-lembar-diskon-125
*DJ Indofood Agri Resources: PT SIMP Indicative IPO Price Range At IDR1,060 To
*DJ Indofood Agri: Unit PT SIMP To Launch IPO In Second Quarter
*DJ Indofood Agri: Unit PT SIMP To Sell Up To 3.16 Bln Shares In Indonesia IPO
*DJ Indofood Agri Resources: PT SIMP Indicative IPO Price Range At IDR1,060 To
*DJ Indonesia Econ Min: No Plan So Far To Raise Subsidized Fuel Prices
Alam Sutera, Astra Agro, Medco Energi: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-05-10/alam-sutera-astra-agro-medco-energi-indonesia-equity-preview.html
Data PDB dan dana asing membuat rupiah semakin perkasa
http://investasi.kontan.co.id/v2/read/1304997229/67021/Data-PDB-dan-dana-asing-membuat-rupiah-kian-perkasa
VALLAR MAY ASK BUMI TO INCREASE STAKE IN DEWA TO 40% FROM 18.31% AT PRESENT. DEWA NOW TRADES AT 0.69 BOOK VALUE (IDR171); OFFER PRICE MAY BE AT 1.5X PBV OR IDR256/SHARE; STRONG BUY DEWA
Listing Perdana, Saham HD Finance Naik 30%
http://pasarmodal.inilah.com/read/detail/1497572/listing-perdana-saham-hd-finance-naik-30
*S&P REPORT DISCUSSES CO. IMPACT OF INDONESIA'S MINING LAW
Bloomberg: Palm Oil Gains as Much as 0.4% to 3,251 Ringgit Per Metric Ton
dileep: Bumi's coal reserves and resource is. ca 13 billion tons. Reserves alone are 2.9 billion tons. That's equal to 45 years (at actual annual 2010 prodn of 60 m tons). If we take reserves & resource of ca 13 billion tons its then equivalent to over 200 years of 60 mt 2010 production rate or 113 years of projected prodn capability of 100 m tons/year in 2013.
ADMG: 2011 P/E RATIO 2.25x; 1Q NET PROFIT IDR198 BILLION VS FULLYEAR 2010 NET PROFIT OF IDR28 BILLION; FY 2011 NET PROFIT COULD HIT IDR800 BILLION VS IDR28 BILLION IN 2010. TP 1000; STATUS BUY AT ANY LEVELS
JAKARTA (Dow Jones)--Indonesia-based agribusiness firm PT Salim Ivomas Pratama, or SIMP, has set an indicative offer price of between IDR1,060 and IDR1,700 a share for its planned initial public offering of 3.16 billion shares, an official at one of the underwriters told Dow Jones Newswires Tuesday.
valsa adistri: DB: BISI net profit Q12011 jumps 150%, Target price IDR2,000
BNBR: 70-90. I have recommended to buy these shares since it was at IDR63. First quarter financial performance may be better than most analysts' forecast due to lower debt costs and higher revenue contribution from units. BNBR yesterday said it has filed a plan to eliminate the firm's accumulated deficit and revalue its assets and liabilities to Indonesian capital market regulator Bapepam. The "quasi reorganization", which is to restructure the company's equity, would better reflect the company's real value and allow the firm to distribute dividends to shareholders in future. On a two-year outlook, BNBR is the cheapest shares of a diversified holding company. Its fair value based on a simple PBV valuation, should the quasi-reorganization works well, should be at IDR130. Its equity capitalBookmark
GMT [Dow Jones] Indonesian shares are likely higher, helped by a steady rupiah and after stocks in the U.S. finished higher overnight, traders say. They expect the main index to top 3800 after it ended down 0.3% yesterday at 3785.450. "Higher commodity prices should also inspire investors to buy commodity-related stocks after recent falls," says a trader with a local securities firm. Coal producer Bumi (BUMI.JK) and palm oil producer London Sumatra (LSIP.JK) may lead gains on bargain buying.
Indonesia Stocks May Halt Losing Streak
http://news.ino.com/headlines/?newsid=50920111773
Trades of the Day...
Fundamentally:
CIMB menaikan rating sektor plantation dari neutral menjadi TRADING BUY karena production upside setelah 1Q11 yang baik. Saham agri telah underperform pada bulan April namun mulai rebound pada May. Produksi yang kuat dan 4% valuation discount terhadap market memberi alasan. Top picks kami adalah SGRO, LSIP, BWPT
CIMB mempertahankan rating International Nickel Indonesia (INCO) pada OUTPERFORM dengan target harga Rp5800 (dari Rp6000) dengan metode DCF (WACC 10.4%) dengan sejumlah katalis: 1) produksi yang kuat, 2) projek Karebbe tepat waktu, 3) valuasi pada 25% discount terhadap moving average 3yr, 4) cash flow yang kuat dan dividend upside.
CIMB mempertahankan rating Modern Internasional (MDRN) pada OUTPERFORM dengan target harga Rp3000 dengan metode DCF (WACC 11.4%). 7eleven saat ini memberi kontribusi Rp50bn atau 26% dari penjualan, dengan margin naik ke 7% dan net gearing turun 2% ke 64%.
Laba bersih RUIS naik 225% di kuartal I 2011
http://investasi.kontan.co.id/v2/read/1304991007/67005/Laba-bersih-RUIS-naik-225-di-kuartal-I-2011
INDX beli kapal tongkang senilai US$ 7,5 juta
http://investasi.kontan.co.id/v2/read/1304988763/67002/INDX-beli-kapal-tongkang-senilai-US-75-juta
Inilah Saham Pilihan Selasa (10/5/2011)
http://pasarmodal.inilah.com/read/detail/1496662/inilah-saham-pilihan-selasa-1052011
Bloomberg: Alam Sutera to Invest 2-3 Trillion Rupiah This Year, Daily Says
BLOOMBERG: *XL AXIATA RATED NEW `BUY,' PRICE EST. 7,150 RUPIAH AT BNP
Agenda 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, Mulai Penawaran Obligasi Subordinasi I BNII.
Rumor Investor Daily (10 Mei 2011)
AISA: akan membeli salam mie dan mie qaromah, selain itu wilmar disebut” tengah menguji tuntas untuk membeli 15% saham perseroan
SSIA: akan stock split 1:5 pd tgl 23 Mei 2011, selain itu kabar Nestle dan anak usaha Astray g siap membeli lahan perseroan dlm wkt dekat
MTDL: tengah diminati perusahaan penyedia teknologi informasi Singapura rumor akan diakuisisi di harga Rp 250
BNBR: akan melalukan kuasi reorganisasi dgn menghapus deficit senilai Rp 38,2 T (27,7 T merupakan deficit akibat kerugian investasi krisis tahun 2008)
Kuasi reorganisasi bertujuan merestrukturisasi modal perusahaan dn menilai kembali asset dan kewajiban”nya
BORN: dua perusahaan asal Tiongkok, General Nice dn Zhonglian Resources Company Ltd membeli batubara kokas sebanyak dua juta ton dari BORN, pembelian sekitar 55,5% dr target penjualan BORN thn ini sebesar 3,6 juta ton
ENRG: 1Q pendapatan 421 miliar melonjak 64% vs 257 miliar. Laba usaha sebelum penyusutan dan amortisasi (EBITDA) meroket 159% dr 75 miliar menjadi 194,6 miliar, akibat kenaikan harga minyak mentah,
Kontan :
RUIS: 1Q 3,6 miliar atau naik 227,3% yoy
JAKARTA. PT Hambali Dina Mitra (HDM) akan melakukan penawaran tender (tender offer) terhadap saham milik PT Dynaplast Tbk (DYNA). Rencananya, perusahaan akan membeli saham milik DYNA yang beredar di pasar sebanyak 104.635.793 lembar. Harga penawaran tender itu di patok Rp 4.500 per saham. "Hal ini kami lakukan dalam rangka mengubah status perusahaan terbuka menjadi perusahaan tertutup," ujar Tirtadjaja Hambali, Direktur Utama HDM, melalui keterbukaan informasi yang ada di Bursa efek Indonesia (BEI). [ Dyah Megasari ] KONTAN Mon, 09 May 2011 ( 17:21:53 WIB )
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