Profit Taking, Saham Grup Bakrie Turun di Atas 1%. Net sell asing Rp434,23 miliar.
http://pasarmodal.inilah.com/read/detail/1516222/profit-taking-saham-grup-bakrie-turun-di-atas-1
Kehilangan 32,795 poin, indeks sore terbenam di zona merah
http://investasi.kontan.co.id/v2/read/1305537245/67637/Kehilangan-32795-poin-indeks-sore-terbenam-di-zona-merah-
Marak Sentimen Negatif, IHSG-Rupiah Kompak Melemah
http://www.detikfinance.com/read/2011/05/16/160619/1640854/6/marak-sentimen-negatif-ihsg-rupiah-kompak-melemah
Bank Victoria Rights Issue 1,9 Miliar Saham
http://pasarmodal.inilah.com/read/detail/1516242/bank-victoria-rights-issue-19-miliar-saham
Inilah 10 Top Foreign Sell Senin (16/5)
http://pasarmodal.inilah.com/read/detail/1516512/inilah-10-top-foreign-sell-senin-165
Inilah 10 Top Foreign Buy Saham Senin (16/5)
http://pasarmodal.inilah.com/read/detail/1516542/inilah-10-top-foreign-buy-saham-senin-165
MNC Group Bakal Bangun Komplek Media
http://economy.okezone.com/read/2011/05/16/278/457649/mnc-group-bakal-bangun-komplek-media
SSIA Raih Laba Bersih Rp117,6 Miliar pada Q1-2011
http://pasarmodal.inilah.com/read/detail/1481222/ssia-raih-laba-bersih-rp1176-miliar-pada-q1-2011
Kinerja 2010 kinclong, komisaris dan dirut BBCA dapat bonus Rp 105,9 miliar
http://investasi.kontan.co.id/v2/read/1305531844/67628/Kinerja-2010-kinclong-komisaris-dan-dirut-BBCA-dapat-bonus-Rp-1059-miliar
Sediakan capex Rp 1,5 triliun, saham SMDR naik ke level tertinggi dalam sebulan
http://investasi.kontan.co.id/v2/read/1305526687/67620/Sediakan-capex-Rp-15-triliun-saham-SMDR-naik-ke-level-tertinggi-dalam-sebulan
Wah, Credit Suisse paling banyak melepas bluechips di sesi I
http://investasi.kontan.co.id/v2/read/1305524580/67615/Wah-Credit-Suisse-paling-banyak-melepas-bluechips-di-sesi-I
3 Sekuritas Catat Kinerja Kurang Baik di Q1-2011
http://pasarmodal.inilah.com/read/detail/1515862/3-sekuritas-catat-kinerja-kurang-baik-di-q1-2011
Profit Taking, IHSG Sesi I Ditutup Anjlok 1,04%. Net sell foreign Rp213,2 miliar
http://pasarmodal.inilah.com/read/detail/1515552/profit-taking-ihsg-sesi-i-ditutup-anjlok-104
Jatuh 39 Poin, IHSG Tinggalkan Level 3.800
http://www.detikfinance.com/read/2011/05/16/120838/1640564/6/jatuh-39-poin-ihsg-tinggalkan-level-3800
Di sesi I, indeks terhempas 1,04%
http://investasi.kontan.co.id/v2/read/1305522873/67614/Di-sesi-I-indeks-terhempas-104
Reli terlampau tinggi, saham ENRG mengalami penurunan terbesar lima bulan
http://investasi.kontan.co.id/v2/read/1305521914/67612/Reli-terlampau-tinggi-saham-ENRG-mengalami-penurunan-terbesar-lima-bulan
*DJ Astra International Target Raised From IDR64,000 By UOB
*DJ Astra International Target Raised To IDR72,000 By UOB
*DJ Astra International Upgraded To Buy By UOB KayHian
INDR NOW TRADES AT P/E RATIO OF 4.6 X 2011 EARNINGS. 54% DISCOUNTED TO ITS NAVS; 1.15 DEBT TO EQUITY RATIO; 0.9X PBV RATIO; STATUS BUY AT ANY LEVLES; TARGET IDR11,000.
LTLS NOW TRADES AT 4.7X 2011 EARNINGS; PBV RATIO OF 0.94X; TP 1600 FOR 3 MONTHS; STATUS; BUY AT ANY LEVELS BELOW IDR1,050
AFTER QUASI REORGANIZATION, BNBR 2011 NET PROFIT MAY BE AT IDR380 BILLION VS IDR 7.64 TRILLION IN LOSS AT THE END OF 2010.
Reminder: Tgl 16 mei 2011 - 30 Mei 2011 Mulai Perdagangan UNTR-R
Saham Perdana Buana Listya Dijual Rp 200 di Black Market?
http://www.detikfinance.com/read/2011/05/16/110608/1640472/1014/saham-perdana-buana-listya-dijual-rp-200-di-black-market
Saham BUMI kembali terjungkal dilanda aksi jual
http://investasi.kontan.co.id/v2/read/1305519433/67609/Saham-BUMI-kembali-terjungkal-dilanda-aksi-jual
Pekan Ini, Saham Bisa Rame-rame Naik
http://pasarmodal.inilah.com/read/detail/1514562/pekan-ini-saham-bisa-rame-rame-naik
PT Bank Mega Tbk (MEGA) akan membagikan dividen 2010 sebesar Rp 157,20 per saham. Cum date 9 Juni 2011. Ex date 10 Juni 2011. Payment 23 Juni 2011.
PT Indo Tambangraya Megah Tbk (ITMG) membukukan laba bersih US$ 95,23 juta di kuartal I-2011, naik sekitar 41,8% dibandingkan periode yang sama tahun sebelumnya US$ 67,16 juta. Peningkatan laba bersih tersebut bersumber dari kenaikan harga jual
JAKARTA. 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.
LIST OF MSCI CANDIDATES FOR JUNE INCLUSION:
1: CPIN
2. INTP
3. BJBR
4. SMCB
Singapore (AP) : MSCI announced semi-anual changes to the emerging market early this week. Indika energy ( Indy.jk) was enter with 0,08% of the Msci EM index. We estimate fund flows of usd 85,9 mn. This stock impacted should be strong in the market today
Trades of the Day...
Fundamentally:
CIMB mempertahankan rating XL Axiata (EXCL) pada NEUTRAL dengan target harga Rp7500 (WACC 11.9%). Dari non deal roadshow, kami menilai focus XL saat ini adalah pada data business dengan service quality yang membaik. XL menggunakan service sebagai faktor pembeda daripada perang harga. Masih ada ruang untuk margin apabila kompetisi melambat. Kami merasa harga XL telah fairly valued karena kenaikan harga sahamnya. Namun demikian XL tetap menjadi top pick kami untuk sektor telco dengan FCFF yield 8-10%.
ENRG TRADES NOW AT P/E RATIO OF 102X 2011 EARNINGS
ELTY NOW TRADES AT A P/E RATIO OF 90X 2011 EARNINGS
ADMG TRADES NOW AT 2.6X 2011 EARNINGS
SMDR alokasikan belanja modal Rp 1,5 triliun
http://investasi.kontan.co.id/v2/read/1305507600/67589/SMDR-alokasikan-belanja-modal-Rp-15-triliun
Butuh dana US$ 730 juta, TPIA gelar rights issue
http://investasi.kontan.co.id/v2/read/1305507000/67587/Butuh-dana-US-730-juta-TPIA-gelar-rights-issue
Pesanan saham Jaya Agra saat roadshow membludak
http://investasi.kontan.co.id/v2/read/1305505200/67582/Pesanan-saham-Jaya-Agra-saat-roadshow-membludak
Rumor Investordaily (16 Mei 2011)
WINS: Jp Morgan merekomendasikan signal beli , dgn Per lima kali TP Rp 450
BHIT: Perusahaan investasi besar asal Eropa berniat masuk dalam kepemilikan BHIT TP Rp 400
Reminder!
Miliki segera! Saham Baru
PT Salim Ivomas Pratama, Tbk Melalui Initial Public Offering (IPO)
(Anak Usaha Indofood Oil&Fat Pte Ltd)
Adapun informasi tentang kondisi dan ketentuan penawaran umum tersebut antara lain adalah :
Bidang Usaha : Agribisnis
(Perkebunan dan Pengolahan Crude Palm Oil-CPO)
Jumlah Saham : 3,163,260,000 saham baru
Harga IPO : Rp 1.060 – Rp 1700 per lembar saham
Pertimbangan Investasi:
1. Perseroan berdiri sejak 1992, merupakan perusahaan agribisnis CPO terbesar dan slh satu produsen minyak goreng bermerk, margarin dan lemak nabati terbesar di Indonesia
2. Pd tgl 31/12/10, memiliki lahan tertanam seluas 242.000 Hektar, termasuk 205.000 Ha KELAPA SAWIT, 11.000 Ha TEBU, dan sisanya Tanaman Lainnya
3. Perseroan mengoperasikan 20 Pabrik pengolahan sawit di Sumatera dan Kalimantan dgn kapasitas produksi 4,5juta ton/thn, Produksi Rata2 TBS dan CPO ±2,5juta ton dan 750ribu ton
4. Perseroan juga memasarkan Produknya ke 42 Negara, berdasarkan data EuroMonitor, perseroan merupakan market leader utk pasar minyak&lemak nabati sbsr 45,9% 2009 dgn Merk "BIMOLI" 32,5% Market share
Rencana penggunaan dana :
1. Sekitar 40 % utk pembayaran hutang bank.
2. Sekitar 50% utk pembiayaan program penanaman baru, pemeliaharaan tanaman dan pembangunan fasilitas pengolahan divisi perkebunan
3. Sekitar 10% utk penambahan fasilitas produksi&pembelian sarana transportasi kapal divisi minyak&Lemak Nabati
Jadwal Pelaksanaan:
Masa Penawaran Awal /
Bookbuilding: 09 - 20 Mei 2011
Masa Penawaran Umum: 30 – 1 Juni 2011
(Pooling)
Tgl Penjatahan: 6 Juni 2011
Tgl Pencatatan di BEI: 9 Juni 2011
Pencatatan (listing):PT Bursa Efek Indonesia (BEI)
Penjamin Pelaksana
Emisi Efek (Underwriter):
☑ PT KIM ENG Securities
☑ PT Deutsche Bank Securities
☑ PT Mandiri Sekuritas
Untuk pemesanan bookbuilding selambat-lambatnya hari Kamis Tgl 19 Mei 2011 Jam 12.00 siang.
ASRI : Total number of marketing sales in April 2011 is IDR 265,675 million.
Therefore, total marketing sales from January - April 2011 is IDR 737,387
million. Sales in April are high because we launched a new residential
cluster, Sutera Sitara which contributed 61% of sales.
REMINDER::16 May 2011 Rups JPFA, MBAI, Cum Dev AKSI 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, Cum Dev Buana Finance 35
23 May 2011 Rups BMRI, SSIA, BYAN, Cum Dev AUTO 434
BLOOMBERG: *DELTA DUNIA SAYS UNIT OBTAINED $800 MILLION LOAN
Samudera Allocates 1.5 Trillion Rupiah for Capex, Kontan Reports
Medco to Sell $150 Million of Bonds, Bisnis Indonesia Reports
Grup Bakrie Didik 2 Proyek Infrastruktur Jatim
http://www.investor.co.id/infrastructure/grup-bakrie-didik-2-proyek-infrastruktur-jatim/11967
Hari Kejepit, Cermati Saham Berdividen Besar
http://pasarmodal.inilah.com/read/detail/1512142/hari-kejepit-cermati-saham-berdividen-besar
Inilah Pilihan Saham Senin (16/5)
http://pasarmodal.inilah.com/read/detail/1514022/inilah-pilihan-saham-senin-165
MNCN Ubah Harga EMSOP Menjadi Rp806
http://pasarmodal.inilah.com/read/detail/1514052/mncn-ubah-harga-emsop-menjadi-rp806
Pembelian Pesawat Garuda Diduga Syarat Rekayasa
http://pasarmodal.inilah.com/read/detail/1514232/pembelian-pesawat-garuda-diduga-syarat-rekayasa
Saham Perdana Salim Ivomas Cukup Terjangkau
http://pasarmodal.inilah.com/read/detail/1512502/saham-perdana-salim-ivomas-cukup-terjangkau
Pencatatan Saham Perdana Metland Mundur
http://pasarmodal.inilah.com/read/detail/1513542/pencatatan-saham-perdana-metland-mundur
Sejumlah agenda berikut diramal bakal mempengaruhi pasar Asia hari ini
http://investasi.kontan.co.id/v2/read/1305504100/67578/Sejumlah-agenda-berikut-diramal-bakal-mempengaruhi-pasar-Asia-hari-ini
Perusahaan Jepang tertarik investasi di PBRX
http://investasi.kontan.co.id/v2/read/1305457400/67562/Perusahaan-Jepang-tertarik-investasi-di-PBRX
PBRX rencanakan stocksplit 1:4
http://investasi.kontan.co.id/v2/read/1305289381/67498/PBRX-rencanakan-stocksplit-14
BCA Finance bisa patok kupon 7,3%-9,9%
http://investasi.kontan.co.id/v2/read/1305347439/67531/BCA-Finance-bisa-patok-kupon-73-99
JSMR tuntaskan akuisisi Gempol-Pandaan
http://investasi.kontan.co.id/v2/read/1305343463/67529/JSMR-tuntaskan-akuisisi-Gempol-Pandaan
TRAM menjajaki pinjaman bank senilai US$ 90 Juta
http://investasi.kontan.co.id/v2/read/1305340829/67528/TRAM-menjajaki-pinjaman-bank-senilai-US-90-Juta
Impor India melemahkan harga batubara
http://investasi.kontan.co.id/v2/read/1305335812/67521/Impor-India-melemahkan-harga-batubara
Estimasi kinerja perusahaan meleset, bursa AS ditutup melemah
http://investasi.kontan.co.id/v2/read/1305336366/67522/Estimasi-kinerja-perusahaan-meleset-bursa-AS-ditutup-melemah
Chandra Asri Siapkan Rights Issue
http://www.investor.co.id/marketandcorporatenews/chandra-asri-siapkan-rights-issue/11963
Akhir Pekan, Sektor Konsumsi Dongkrak IHSG
http://pasarmodal.inilah.com/read/detail/1509902/akhir-pekan-sektor-konsumsi-dongkrak-ihsg
Gudang Garam Dorong IHSG Rebound 23 Poin http://www.detikfinance.com/read/2011/05/13/161051/1639202/6/gudang-garam-dorong-ihsg-rebound-23-poin
BJBR
(ZP)Bank BJB (BUY) - Exploring new regions
We initiate coverage on Bank BJB with a BUY rating. Our TP is set at Rp1,450/share (12.4x 2011F PER; 2.7x 2011F PBV). Aside from presenting a compelling ROE, the bank is also an attractive dividend player. With an ample CAR of 19.6%, BJB can afford to offer an above-average dividend yield while increasing its loan book at a y/y rate of 25%.
ITMG
(??CS) ITMG - Q1/2011 Earnings Showing Good ASP Momentum with TP Rp 57,000
*ITMG reported a net profit of US US$95 minute, 20% of our full-year forecast and improving 42% YoY. ITMG booked US$9.5 minute of derivatives gains on its long diesel oil swap position. The core profit is in line with our forecast of US$85 minute.
*An ASP upside surprise offset the volume shorfall at Indominco West which management said is due to the impact of rainfall. We see upside risks to our ASP forecast of US$95/t for the year, but this might well be partially offset by the volume shortfall. Visibility on volume may be clearer in 2H11, when two new mines are scheduled to start up.
*We expect ITMG's earnings to improve over the next few quarters as prices should rise above US$100/t by end of the year. We expect costs to go up slightly, but more slowly than the ASP increase.
*We maintain an OUTPERFORM rating on the stock with a target price based on 16x PE at Rp 57,000.
REMINDER:::AN AUSTRALIAN COAL MINER IS IN TALKS WITH EXPLOITASY ENERGY INDONESIA (CNKO) FOR A POSSIBLE BACKDOOR LISTING BY BUYING A MAJORITY STAKE IN CNKO. (rumors; disclaimer on). CNKO book value is now at IDR171. Current prices is trading at 0.79X BV, compared with similar peers of 2.1X.
Perkuat Modal, BII tak Bagi Dividen
http://pasarmodal.inilah.com/read/detail/1509562/perkuat-modal-bii-tak-bagi-dividen
Pembayar dividen aktif, saham BJBR melaju ke level tertinggi dalam 6 minggu
http://investasi.kontan.co.id/v2/read/1305275128/67471/Pembayar-dividen-aktif-saham-BJBR-melaju-ke-level-tertinggi-dalam-6-minggu
DAVO tampik kabar Grup Rajawali membidik saham perseroan
http://investasi.kontan.co.id/v2/read/1305274310/67467/DAVO-tampik-kabar-Grup-Rajawali-membidik-saham-perseroan
HOLD BUY ASII (58.950)/ ENRG (183 Done +6.55%)/ BBRI (6.250)/ TRUB (72Done = +5.55%) + 76/ BWPT 1.170/ BTPN 2.800/ BBNI 3.900/ JPFA 3.625 (Done = +2.07%) & 3.700 (Done = +7.43%/BORN 1690/BMTR (range trading 700-770) BNBR (83-85 tgt 96/132): http://hitsaham.blogspot.com/2011/05/asii-enrg-apakah-masih-bullish.html HOLD BUY: ITMG (47.000): http://hitsaham.blogspot.com/2011/05/buying-power-selling-power.html HOLD BUY: BBRI (6.150)/ BDMN (6.050)/ BJBR (1.230/1.240): http://hitsaham.blogspot.com/2011/05/banking-average-buy-menjelang-bi-rate.html
LTLS: TRADING NOW AT 4.2X 2011 PROSPECTIVE EARNINGS (EPS IDR228); FAIR VALUE ON P/E RATIO OF 11X IS AT IDR2,510.; STATUS: BUY AT ANY LEVELS
ADMG: NOW TRADES AT 2.7X 2011 PROSPECTIVE EARNINGS (EPS IDR226/SHARE); FAIR VALUE BASED ON A CONSERVATIVE P/E RATIO OF 12X IS AT IDR2,700/SHARE.
Chinese Net Coal-Import Growth to Slow This Year, AsiaPulse Says
These 3 Markets Will Beat S&P: Analyst
http://www.cnbc.com/id/43017774
Time to Move Some Money to Stocks From Commodities
http://www.cnbc.com/id/43017057
Saham AALI dan SGRO melejit seiring lonjakan kontrak harga CPO global
http://investasi.kontan.co.id/v2/read/1305270410/67457/Saham-AALI-dan-SGRO-melejit-seiring-lonjakan-kontrak-harga-CPO-global
Indonesia Stocks: Astra Agro, Bank Central Asia, Barito Pacific
http://www.bloomberg.com/news/2011-05-13/indonesia-stock-movers-bank-central-asia-barito-delta-dunia.html
Wow, laba bersih Golden Agri naik dua kali lipat menembus rekor
http://investasi.kontan.co.id/v2/read/1305269352/67456/Wow-laba-bersih-Golden-Agri-naik-dua-kali-lipat-menembus-rekor
Trada Maritime Bagi Dividen Rp42,36 Miliar
http://pasarmodal.inilah.com/read/detail/1508982/trada-maritime-bagi-dividen-rp4236-miliar
Northstar Tambah Dana Rp 1,8 Triliun di DOID
http://pasarmodal.inilah.com/read/detail/1509082/northstar-tambah-dana-rp-18-triliun-di-doid
Sesi Dua, Cermati Sektor Perbankan dan Lapis Dua
http://pasarmodal.inilah.com/read/detail/1508822/sesi-dua-cermati-sektor-perbankan-dan-lapis-dua
Sokongan 98 saham mampu membuat indeks tegar di sesi I
http://investasi.kontan.co.id/v2/read/1305261924/67448/Sokongan-98-saham-mampu-membuat-indeks-tegar-di-sesi-I
Pulihnya Harga Komoditas Angkat IHSG 11 Poin
http://www.detikfinance.com/read/2011/05/13/113954/1638931/6/pulihnya-harga-komoditas-angkat-ihsg-11-poin
Tambah armada, TRAM proyeksikan laba bersih naik dua kali lipat di 2011
http://investasi.kontan.co.id/v2/read/1305261651/67447/Tambah-armada-TRAM-proyeksikan-laba-bersih-naik-dua-kali-lipat-di-2011
Dikabarkan berencana ekspansi, saham BRPT melesat hingga 4,7%
http://investasi.kontan.co.id/v2/read/1305259243/67440/Dikabarkan-berencana-ekspansi-saham-BRPT-melesat-hingga-47
Meski Moody's naikkan peringkat, saham BUMI malah terjungkal
http://investasi.kontan.co.id/v2/read/1305261466/67446/Meski-Moodys-naikkan-peringkat-saham-BUMI-malah-terjungkal
Setelah melonjak ke level tertinggi 20 tahun, profit taking landa saham
GJTL
http://investasi.kontan.co.id/v2/read/1305257117/67436/Setelah-melonjak-ke-level-tertinggi-20-tahun-profit-taking-landa-saham-GJTL
Investor Diminta Geser Dana dari Komoditas keSaham
http://pasarmodal.inilah.com/read/detail/1508752/investor-diminta-geser-dana-dari-komoditas-kesaham
Danai Anak Usaha, Hold Saham UNTR
http://pasarmodal.inilah.com/read/detail/1508232/danai-anak-usaha-hold-saham-untr
BI 'Timbun' Emas Rp 29,75 Triliun
http://www.detikfinance.com/read/2011/05/13/112536/1638911/5/bi-timbun-emas-rp-2975-triliun
Bloomberg: Barito Pacific Gains Most in Two Months After Expansion Report
Bloomberg: Gajah Tunggal Forecasts 2011 Net Sales Growth of as Much as 25%
Wijaya Karya Bidik Kontrak Baru Rp12,29 Triliun http://economy.okezone.com/read/2011/05/13/278/456597/wijaya-karya-bidik-kontrak-baru-rp12-29-triliun
Rekomendasi: Saham apa yang menarik hari ini? http://www.bisnis.com/market/saham/23590-rekomendasi-saham-apa-yang-menarik-hari-ini
Laba Bank Mega Naik Tipis 2,4% Jadi Rp 241 Miliar
http://www.detikfinance.com/read/2011/05/13/104628/1638861/5/laba-bank-mega-naik-tipis-24-jadi-rp-241-miliar
Hapus defisit, BRPT siap berekspansi
http://investasi.kontan.co.id/v2/read/1305251057/67422/Hapus-defisit-BRPT-siap-berekspansi
Group Lippo giat ekspansi agar nilai perusahaan meningkat
http://investasi.kontan.co.id/v2/read/1305250623/67421/Group-Lippo-giat-ekspansi-agar-nilai-perusahaan-meningkat
Bank Central, Barito Pacific, Delta: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-05-13/bank-central-barito-pacific-delta-indonesia-equity-preview.html
Bloomberg: Palm Oil Gains as Much as 0.6% to 3,245 Ringgit a Metric Ton
@BBRI: Buy selama diatas 6.000/6.050 (stop loss dibawah area) target resist 6.300 (buy jika tembus atas) target berikutnya 6.600/6.650 di minggu depan. @ITMG: Spec buy diatas 46600 dengan stop loss dibawah 46.100, untuk resist 47.000/47.550/48.000.
BBCA: fase konsolidasi, target resist 7.350 (buy kembali jika breakout atas) menuju resist 7.700, selama bertahan diatas 7.050 support. @BJBR: selama bertahan di atas 1.220/1.200 target 1.280/1.320 pada kisaran 19-Mei & 23-24 Mei 2011.
CMNP: Trend Bearish, meski penutupan diatas 1.176, stochastic golden cross, breakout symmetrical triangle. Risk <
Reward. Resist: 1.230/1.270/1.320. Support: 1.180/1.140/1.090. Rekomendasi: Buy target 1.250 (1)/ 1.380 (2) stop loss
dibawah 1.160. (BNI Daily TA 13-05). @TRUB: stochastic bullish, penutupan diatas 73 (PP), support di 70/73 (cicil beli area), resist 84-88 target.
CPIN: masih dalam fase konsolidasi 1830-1930, buy jika tembus diatas 1930 target 1980-2000. BBNI: konsolidasi untuk uptrend next week, selama diatas 3.850/3.875 (area buy) target resist 3.975 (buy jika tembus atas) menuju resist 4.1000/4.175. JSMR masih bullish meski memasuki area overbought, potensi kenaikan terbatas di resist 3.525, support 3.375.
@PGAS: ada signal reversal bullish minor, selama bertahan diatas 3.975, berpeuang menuju resist 4.200/4.250. Rekomendasi Spec Buy.
@Kras: dalam trend bearish, menghambat momentum kenaikan jangka pendek, meski oversold. Buy area 1.120-1140 target 1.190/1.200 stop loss dibawah 1.120.
@LSIP: oversold, diatas 2.350, untuk aksi buy target resist 2.525 (buy kembali jika tembus target 2.625/2.700. @UNVR: selling power tetap kuat selama dibawah 15.400 (buy jika tembus atas) untuk menuju support 14850/14500/14100.
ANTM: area buy di 2.175-2.200 menuju 2.300 (buy jika tembus atas) untuk menuju 2.350/2.425, stop loss dibawah 2.100.
Agenda 13 May 2011 Rups TRAM, BNII, PBRX (stock split 1:4), NIPS. Toko Gunung Agung, Listing Ipo Metropolitan Land, Akhir Penawaran Obligasi Subordinasi I BNII
INKP: laba bersih 1Q US$13.03jt vs (US$158.5jt)
TKIM: tkim 1Q net prof naik 47%
BLOOMBERG: BARITO MAY EXPAND INTO RENEWABLE ENERGY, TRANSPORT, BISNIS SAYS
BLOOMBERG: *FAJAR SURYA FILES NOTICE OF NOTES CANCELLATION
Bloomberg: Delta Dunia May Get $800 Million Loan, Bisnis Indonesia Reports
BLOOMBERG: BCA FINANCE TO SELL 1 TRILLION RUPIAH OF BONDS JUNE 16-17
China May Limit Rate Increases After Raising Reserve Ratiohttp://www.bloomberg.com/news/2011-05-12/china-over-tightening-concern-to-limit-rate-moves-as-reserve-ratio-rises.html
BUMI dan BRAU naik peringkat
http://investasi.kontan.co.id/v2/read/1305243235/67404/BUMI-dan-BRAU-naik-peringkat
Permintaan fisik meningkat, harga emas diramal akan meroket minggu depan
http://investasi.kontan.co.id/v2/read/1305243892/67405/Permintaan-fisik-meningkat-harga-emas-diramal-akan-meroket-minggu-depan
Koreksi Harga Minyak, Momentum Beli ADRO
http://pasarmodal.inilah.com/read/detail/1507512/koreksi-harga-minyak-momentum-beli-adro
CIMB Niaga Siap Kucurkan Kredit US$ 200 Juta
http://www.detikfinance.com/read/2011/05/12/181855/1638591/5/cimb-niaga-siap-kucurkan-kredit-us--200-juta?f9911023
Jasa Marga Kaji Terbitkan Sukuk
http://economy.okezone.com/read/2011/05/12/278/456524/jasa-marga-kaji-terbitkan-sukuk
Rumor Investordaily 13 Mei 2011:
Ricy: Spanola Holding Ltd (pemegang mayoritas RICY) dikabarkan sedang menambah kepemilikan sahamnya melalui pembelian di pasar. Spanola saat ini dikendalikan Taipan George Soros.
DAVO: Grup Rajawali dikabarkan tertarik masuk dlm kepemilikan saham Davo melalui Backdoor listing, selain itu Rajawali mengintregasikan bisnis sawitnya dengan coklat, Rajawali akan mengambil saham milik PT Multiprima Perkasa.
KIJA: Lotte Grup Yg berbasis di Korea bakal membeli saham kija untuk memuluskan ekspansi bisnis property, selain itu perseroan sedang mencari mitra untuk membiayai pengembangan kawasan dn propertinya di cikarang maupun cilegon.
MEDC: berencana melunasi utang(refinancing) senilai $90jt dr dana hasil penerbitan obligasi
Sarina and Nick Cashmore looked at Bakrieland (ELTY IJ) as an attractive inflation hedge. ELTY’s stock price has been such a big laggard. At low single digit, Bakriland’s ROE is lower than its peers’. This is partly due to a series of capital raising, which translated intohigher equity base.However, the potential is massive. The company owns 16,000 ha of land but trades at a25% discount to book value. Big leverage to rising property prices in greater Jakartaarea. ing assets will be the key to improving ROA and price performance. Valuation looks very attractive at 0.8x P/B. NAV is Rp460/share, stock price offers 67% discount to our estimated NAV. At current share price, investors are paying US$4.10psm for the underlying land. The stock is one of the cheapest stocks in our property coverage. BUY. ( KZ )
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