KLBF berencana bagi dividen senilai total Rp 643 miliar
http://investasi.kontan.co.id/v2/read/1305717102/67792/KLBF-berencana-bagi-dividen-senilai-total-Rp-643-miliar
APLN bakal akuisisi dua proyek lagi tahun ini
http://investasi.kontan.co.id/v2/read/1305711421/67786/APLN-bakal-akuisisi-dua-proyek-lagi-tahun-ini
Inilah 10 Top Foreign Buy Saham Rabu (18/5)
http://pasarmodal.inilah.com/read/detail/1522492/inilah-10-top-foreign-buy-saham-rabu-185
Inilah 10 Top Foreign Sell Rabu (18/5)
http://pasarmodal.inilah.com/read/detail/1522532/inilah-10-top-foreign-sell-rabu-185
Hasil investor gathering ELTY dgn Lautandhana
Dengan land bank terbesar dgn total 14 ribu hektar atau setara dgn seperlima luas jakarta membuat perseroan berencana membentuk strategic partner utk pengembangan kedepannya. Sekedar informasi, yg pertama harga tanah yg di beli perseroan di rasuna epicentrum yg seluas 54 hektar, saat ini telah meningkat di atas 10 kali. Dan yg kedua, proyek Jonggol akan mendapatkan positive surprise karena Pemda setempat akan membangun jalan menembus lokasi Jonggol milik perseroan yang akan menghubungkan Sentul dan Puncak. Diharapkan dgn adanya jalan baru ini, akan ada 80 ribu traffic kendaraan yg akan lewat lokasi Jonggol. Berdasarkan historis selama 5 th, kontribusi pendapatan yang rata2 66% dr non recurring income & 34% dr recurring income memberikan rata2 pertumbuhan sebesar 34%. Oleh sebab itu dgn adanya proyek jonggol dll, perseroan berkeyakinan akan terjadi peningkatan pertumbuhan pendapatan di 2011 jauh diatas 34%
Saham Unggulan Diburu, IHSG Rebound 40 Poin
http://www.detikfinance.com/read/2011/05/18/160740/1641796/6/saham-unggulan-diburu-ihsg-rebound-40-poin
BLOOMBERG: *KALBE FARMA EXPECTS 2011 NET TO RISE 15% TO 18%. STRONGER RUPIAH WILL BOOST KALBE FARMA'S MARGIN. KALBE FARMA TO PROPOSE DIVIDEND PAYOUT OF 50%.
Pascalibur, IHSG Kembali Melesat (net foreign sell) sebesar Rp63 miliar.
http://pasarmodal.inilah.com/read/detail/1522252/pascalibur-ihsg-kembali-melesat
Asing Nett Sell, IHSG Menguat 40 Poin
http://economy.okezone.com/read/2011/05/18/278/458390/asing-nett-sell-ihsg-menguat-40-poin
IHSG Melonjak 40 Poin
http://www.investor.co.id/marketandcorporatenews/ihsg-melonjak-40-poin/12139
Saham BRI kerek IHSG 1,08% sore ini
http://www.bisnis.com/market/saham/23993-saham-bri-kerek-ihsg-108-sore-ini
Melesat 1,08%, bursa sore tampak sumringah
http://investasi.kontan.co.id/v2/read/1305710431/67785/Melesat-108-bursa-sore-tampak-sumringah
GJTL akan Bayar Utang Obligasi US$10 Juta
http://pasarmodal.inilah.com/read/detail/1522312/gjtl-akan-bayar-utang-obligasi-us10-juta
BTEL Kaji Terbitkan Bond di 2012
http://economy.okezone.com/read/2011/05/18/278/458349/btel-kaji-terbitkan-bond-di-2012
Dolar Anjlok, Rupiah Stagnan
http://economy.okezone.com/read/2011/05/18/278/458360/dolar-anjlok-rupiah-stagnan
ASII Raih Kredit Sindikasi US$145 Juta
http://pasarmodal.inilah.com/read/detail/1521712/asii-raih-kredit-sindikasi-us145-juta
Bisnis Nikel, INCO Siapkan Dana US$232 Juta
http://pasarmodal.inilah.com/read/detail/1521792/bisnis-nikel-inco-siapkan-dana-us232-juta
Gozco Rencana Bagi Dividen 30% Laba Bersih 2010
http://pasarmodal.inilah.com/read/detail/1522062/gozco-rencana-bagi-dividen-30-laba-bersih-2010
Harga CPO melaju ke level tertinggi dalam dua minggu
http://investasi.kontan.co.id/v2/read/1305704035/67766/Harga-CPO-melaju-ke-level-tertinggi-dalam-dua-minggu-terakhir
BWPT Produksi CPO Kualitas FFA hingga 2,8%
http://pasarmodal.inilah.com/read/detail/1521602/bwpt-produksi-cpo-kualitas-ffa-hingga-28
Investor Jepang Sambut Positif NDR BRPT
http://pasarmodal.inilah.com/read/detail/1521362/investor-jepang-sambut-positif-ndr-bwpt
BNI Bagi Dividen Rp65,98 per Saham
http://pasarmodal.inilah.com/read/detail/1521332/bni-bagi-dividen-rp6598-per-saham
Ini Alasan PTPP Batalkan Proyek Properti di Bali
http://pasarmodal.inilah.com/read/detail/1521652/ini-alasan-ptpp-batalkan-proyek-properti-di-bali
PTPP ikuti dua tender PLTD senilai Rp 500 miliar
http://investasi.kontan.co.id/v2/read/1305702043/67757/PTPP-ikuti-dua-tender-PLTD-senilai-Rp-500-miliar
TBIG Berminat Akuisisi Tower Milik EXCL dan ISAT
http://pasarmodal.inilah.com/read/detail/1521162/tbig-berminat-akuisisi-tower-milik-excl-dan-isat
BBKP membagikan dividen sebesar Rp21 per saham dan dijadwalkan dibayarkan pada tanggal 4 Juli 2011. Pemegang saham juga telah memberikan persetujuan atas beberapa agenda yang dijadwalkan.
Research Today: CPIN, cautious outlook Despite strong 1Q11 results, Jessica Irene maintains her SELL call on Charoen Pokphand Indonesia (CPIN IJ). CPIN has a strong start this year and we were too conservative on our gross margin assumption this year. 1Q11 operating and net profits are both making up 31% of our FY assumption. CPIN has increased prices by more than 25% YTD to partially offset higher corn and soybean meal prices. Jessica raised her earnings forecast by 17.8% and 22.2% for FY11 and FY12 respectively. The problem is that chicken meat prices should follow as farmers need to pass on their feed cost inflation. But that does not seem to be the case. Jess’s work suggests that farmer’s earnings are down 29% YoY. We also met CPIN’s competitors recently and learned that in the 2nd quarter market is flooded with day old chicken (DOC). In fact DOC is now selling below costs. While DOC only makes up about 15% of CPIN’s sales, this is a very important indicator, in our view. Clearly not a good indicator as this will mean market is likely to be flooded with chicken in a few months time. Key points of the report: • Revising up our earnings by 18% this year based on higher ASP assumptions. • CP Indo has been successful in increasing its feed and DOC prices by more than 25% YTD.• However, despite the strong start of the year, we remain cautious on the company’s ability to continue increasing ASP going forward given relatively weak chicken meat prices.• We upgrade our target price by 9% to Rp1,750 per share following our earnings upgrade for the year but maintain our SELL call on the stock.• Valuation: stock currently trades at 15x11CL PE versus its peers at 13x.
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.
BLOOMBERG: BANK NEGARA TO PAY CASH DIVIDEND OF 1.23T RUPIAH, SUWONDO SAYS. *BANK NEGARA TO PAY 65.98 RUPIAH A SHARE DIVIDEND
MSCI May 2011 semi-annual index reviewOn its Regular index….MSCI adds XL Axiata (EXCL) into the index. We project a passive inflow of around US$51mn that equates to about 13 days of average daily trading. Going into this announcement we had speculated Indika (INDY) to be added instead of EXCL; but MSCI picked EXCL instead. *** I see the trading buy opportunity in Excelcomindo, being the most liked telecom stock in Indonesia with solid management *** They have increased the weighting for Adaro Energi (ADRO) and reduce it for Bumi Resources (BUMI), on the base of free float changes. The projected passive inflow for ADRO is US$50mn, while the projected outflow for BUMI is US$54mn. The inflow for ADRO equals to 3.6 days of trading, while for BUMI the outflow equals to 1.5 d…
Rekomendasi Saham TA & FA
http://investasi.kontan.co.id/v2/rekomendasi
Regional Positif, IHSG Ngebut Lagi ke Level 3.800
http://www.detikfinance.com/read/2011/05/18/120457/1641551/6/regional-positif-ihsg-ngebut-lagi-ke-level-3800
Menguat, IHSG Semakin Mantap di Level 3.800-an
http://economy.okezone.com/read/2011/05/18/278/458232/menguat-ihsg-semakin-mantap-di-level-3-800-an
Meski Asing Net Sell (Rp104,8 miliar), IHSG Sesi I Naik 0,8%
http://pasarmodal.inilah.com/read/detail/1521042/meski-asing-net-sell-ihsg-sesi-i-naik-08
Lonjakan sektor perkebunan di sesi I berhasil membuat indeks berlari kencang
http://investasi.kontan.co.id/v2/read/1305695948/67742/Lonjakan-sektor-perkebunan-di-sesi-I-berhasil-membuat-indeks-berlari-kencang
Pilih Saham yang Secara Valuasi Murah
http://pasarmodal.inilah.com/read/detail/1521012/pilih-saham-yang-secara-valuasi-murah
BEI: Year to date, pertumbuhan IHSG capai 3%
http://investasi.kontan.co.id/v2/read/1305692591/67735/BEI-Year-to-date-pertumbuhan-IHSG-capai-3
Tower Bersama Bidik Pembangunan 500 Menara BTS
http://www.detikfinance.com/read/2011/05/18/121450/1641564/6/tower-bersama-bidik-pembangunan-500-menara-bts
Saham BORN masih 'Speculative Buy'
http://pasarmodal.inilah.com/read/detail/1520922/saham-born-masih-speculative-buy
Laba Bersih Dipatok Naik 31%
Gozco Siapkan Capex Rp350 Miliar di 2011
http://economy.okezone.com/read/2011/05/18/278/458163/gozco-siapkan-capex-rp350-miliar-di-2011
Proyek Karabbe INCO Dipastikan Rampung Semester II
http://economy.okezone.com/read/2011/05/18/278/458186/proyek-karabbe-inco-dipastikan-rampung-semester-ii
Menjadi incaran investor, saham KLBF sempat melesat 2,86% di transaksi pagi
http://investasi.kontan.co.id/v2/read/1305692351/67734/Menjadi-incaran-investor-saham-KLBF-sempat-melesat-286-di-transaksi-pagi
BEI Majukan Jam Perdagangan Akhir 2011
http://pasarmodal.inilah.com/read/detail/1520652/bei-majukan-jam-perdagangan-akhir-2011
Ruas Tol Gempol-Pandaan Dukung Proyek JSMR
http://pasarmodal.inilah.com/read/detail/1520392/ruas-tol-gempol-pandaan-dukung-proyek-jsmr
ZP: ADMF EPS2011 up to IDR2550
Buy TP 28,000
CUM date 9Juni2011 Deviden Rp954,14/share
(MERRILL LYNCH)Coal – Indonesia: Market volatility creates buying opportunity
No longer see much downside risk in coal priceAt the current price level of US$123/t, we no longer see much downside risk in the coal price. China has come back to the market more aggressively in the last two weeks – the price rise in China domestic coal came earlier than expected. We expect coal prices to trend higher, especially in 4Q (with likely some volatility in 3Q) and we see the risk of our 2012 JFY estimate of US$129/t to the upside. China buying seems to provide support for the marketWe understand from our recent channel checks that: 1) China has been aggressively buying coal from Indonesia, with last week’s offer at US$92-96/t for 5000kcal NAR coal (or roughly 5300kcal GAR), or around US$115/t on index basis, but the ash content is likely higher at ~20%, vs. Japanese quality of <12%. This offer was higher by US$7-10/t than the prices in early April. Perhaps it was driven by speculation by traders, who dominate the China import market ahead of a hot summer. In any case, the momentum seems to be just starting; and 2) There is still about a US$10/t gap between Australia coal and Chinese domestic coal pricing, but the gap continues to narrow, with Chinese coal prices continuing to rise. This should provide near-term support for coal prices. Japan pricing to Indo coal quoted around US$130-136/tAfter Australian coal was priced at US$129/t, the pricing quoted for Indo coal for JFY2011 should be about US$130-136/t, factoring in advantage from lower freight rates and ash content. It seems some of the coal mines have been over-committed for delivery ahead of the Japan tsunami, softening the blow of price correction
BORN will be added to LQ45 list of stocks.
Tambang Batubara Bukit Asam (PTBA-BUY-IDR20,800-TP:IDR29,600)Minor adjustment
Solid 1Q11 results: Higher selling prices & lower COGS Despite seasonality, PTBA reported 1Q11 earnings which were solid with net income up 104% y-y and 23% q-q, relatively in line with our and consensus’ full-year estimates (around 20%). On the back of lower production due to weather disruptions, we expect 1Q performance to be the weakest, forming just 22% of full-year estimate. Note that 1Q10 accounted for only 18.6% of 2010 full-year net profit. Revenues grew 30% y-y and 15% q-q driven by higher selling prices. Domestic ASP grew 29% y-y and 21% q-q to IDR742/ton while export ASP grew 54% y-y or 31% q-q to USD87.7/ton. However, sales volumes declined 4% y-y to 3.1m tons mainly caused by sales volume from trading activities as production was up 16% y-y to 3.0m tons. Bucking the industry trend, PTBA’s COGS fell 0.3% y-y despite rising oil price, partially due to 2% y-y lower stripping ratio to 3.52x. (bahana/dx)
Kembali menjadi incaran asing, saham GJTL sempat melonjak 4,5%
http://investasi.kontan.co.id/v2/read/1305690130/67727/Kembali-menjadi-incaran-asing-saham-GJTL-sempat-melonjak-45-
Triwulan I-2011
Raup Rp 18,3 Triliun, Laba Bank Makin Subur
http://www.detikfinance.com/read/2011/05/18/095048/1641408/5/raup-rp-183-triliun-laba-bank-makin-subur
Masuk ke dalam indeks global, saham EXCL toreh rekor baru
http://investasi.kontan.co.id/v2/read/1305689028/67723/Masuk-ke-dalam-indeks-global-saham-EXCL-toreh-rekor-baru
18 May 2011 Rups HMSP, EPMT, PYFA, KKGI, PTSP, Pembangunan Graha Lestari, CPIN, BBNI, PGLI, BBKP, ADRO -mengikuti tender PLTU 2 x 1000 US$ 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
Permintaan saham IPO Jaya Agra Wattie dilaporkan oversubscribe 2x, sementara permintaan saham IPO Buana Listya Tama diklaim oversubscribed 6x, Sebanyak 39,48% dari 6,65 miliar saham IPO Buana Tama dialokasikan untuk investor asing dengan harga perdana Rp 155/saham.
Harum Energy (HRUM) menganggarkan belanja modal 2011 sebesar $30 juta. Anggaran akan digunakan untuk pengerasan jalan dan kualitas jalan angkut, penyelesaian pembangunan crusher keempat sehingga kapasitas pengolahan batubara akan meningkat menjadi 20 juta ton, pembangunan fasilitas pelabuhan di TBH, serta pembayaran dua set kapal tunda dan tongkang di LLH. Belanja modal yang terealisasi hingga Maret 2011 sebesar$8 juta terutama untuk pembayaran kapal tunda tongkang.
Aneka Tambang (ANTM) menargetkan produksi feronikel di tahun 2011 sebanyak 18.000 ton dan produksi hingga triwulan I 2011 mencapai 4836 ton. Penjualan feronikel tahun 2011 diprediksi mencapai 18.500 ton dan hingga triwulan I 2011 mencapai 2209 ton. Sedang produksi nikel tahun 2011 ditargetkan mencapai 7650 ton dan hingga triwulan I 2011 mencapai 2008 ton. Sementara penjualan nikel diprediksi 5860 ton dan penjualan triwulan I 2011 mencapai 1627 ton.
Fajar Surya Wisesa (FASW) menargetkan perolehan penjualan sepanjang tahun ini mencapai Rp 4,3 triliun, atau meningkat 30,3% dibandingkan pencapaian tahun sebelumnya Rp 3,3 triliun. Kenaikan target penjualan tersebut akan ditopang oleh beroperasinya mesin baru yaitu paper machine 5 yang beroperasi sejak Desember 2010. Perseroan menargetkan margin EBITDA berada di kisaran 18-20%.
Kalbe Farma (KLBF) menargetkan pertumbuhan penjualan bersih 2011 mencapai 12-15% atau sekitar Rp11,75 triliun dibandingkan realisasi 2010 sebesar Rp10,22 triliun. Sedangkan laba usaha dipekirakan naik sebesar 17-18,5% dan laba bersih/saham diproyeksikan tumbuh 15-18% mencapai Rp155-Rp160. Hingga kuartal pertama 2011, perseroan meraih penjualan bersih sebesar Rp2,35 triliun dengan laba bersih Rp315,9 miliar atau Rp34/saham.
Tunas Baru Lampung (TBLA) tengah melakukan ekspansi perkebunan kelapa sawit di wilayah Banyuasin, Sumatera Selatan. Hingga 31 Maret 2011 telah ditanamani kurang lebih 6900 ha untuk lahan inti dan sekitar 1500 ha untuk lahan plasma. Perseroan juga melakukan ekspansi ke wilayah Pontiana, Kalimantan Barat melalui nak usaha yaitu PT. Bumi Perkasa Gemilang. Hingga 31 Maret telahd itanamai sekitar 3100 ha.
Sentul City (BKSL) menghabiskan belanja modal (capex) Rp120 miliar selama kuartal pertama 2011. Jumlah tersebut setara dengan 40% dari total capex tahun ini sebesar Rp300 miliar. Perseroan menggunakan dana tersebut untuk membangun klaster baru dan infrastruktur enam proyek utama yang meliputi pembangunan 599 unit rumah, rumah sakit, ecopark, Kampung Kuliner Bondan Winarno, tiga hotel berbintang dan wahana
outbound terbesar di Indonesia. Nilai enam proyek itu sekitar Rp500 miliar.
Saham apa yang menarik hari ini?
http://www.bisnis.com/market/saham/23909-saham-apa-yang-menarik-hari-ini
Melesat tajam, bursa suspen saham POLY dan ADMG
http://investasi.kontan.co.id/v2/read/1305686205/67716/Melesat-tajam-bursa-suspen-saham-POLY-dan-ADMG
Saham INDY Bertenaga Menuju Rp5.550
http://pasarmodal.inilah.com/read/detail/1519072/saham-indy-bertenaga-menuju-rp5550
Pascalibur, Investor Saham 'Wait and See' Dulu
http://pasarmodal.inilah.com/read/detail/1518582/pascalibur-investor-saham-wait-and-see-dulu
Inilah Rekomendasi Saham Rabu (18/5)
http://pasarmodal.inilah.com/read/detail/1516762/inilah-rekomendasi-saham-rabu-185
Bursa Saham dan Rilis FOMC Tentukan Laju Rupiah
http://pasarmodal.inilah.com/read/detail/1517052/bursa-saham-dan-rilis-fomc-tentukan-laju-rupiah
PROYEKSI IHSG & RUPIAH
IHSG berpotensi menguat hari ini
http://investasi.kontan.co.id/v2/read/1305679800/67696/IHSG-berpotensi-menguat-hari-ini
Telkom Siapkan IPO Mitratel
http://economy.okezone.com/read/2011/05/18/278/458130/telkom-siapkan-ipo-mitratel
Bank Victoria gelar rights issue senilai Rp 199,45 miliar
http://investasi.kontan.co.id/v2/read/1305678900/67692/Bank-Victoria-gelar-rights-issue-senilai-Rp-19945-miliar
CPRO pertahankan kepemilikan di AWS
http://investasi.kontan.co.id/v2/read/1305679200/67694/CPRO-pertahankan-kepemilikan-di-AWS
RUMOR PASAR
Verena akan Diakuisisi Investor dari Korsel
http://pasarmodal.inilah.com/read/detail/1520092/verena-akan-diakuisisi-investor-dari-korsel
Investor Swiss akan Akuisisi 49% Saham Agis
http://pasarmodal.inilah.com/read/detail/1520122/investor-swiss-akan-akuisisi-49-saham-agis
Indomobil Finance May Double Bond Issue, Investor Daily Reports
Intraco Penta Plans $500 Million Rights Offer, Daily Reports
BLOOMBERG: GARUDA INDONESIA RATED NEW `HOLD' AT CITIGROUP. GARUDA INDONESIA SHARE-PRICE EST. 610 RUPIAH AT CITIGROUP
UBS Singapore Kurangi Kepemilikan di CMNP http://pasarmodal.inilah.com/read/detail/1515942/ubs-singapore-kurangi-kepemilikan-di-cmnp
Citigroup Rekomendasi Kurangi Sektor Sumber Daya
http://pasarmodal.inilah.com/read/detail/1517812/citigroup-rekomendasi-kurangi-sektor-sumber-daya
(BN) *XL AXIATA ADDED TO MSCI INDONESIA INDEX; NO STOCKS DELETED
EXCL masuk MSCI di level standard efektif 31 Mei 2011 (dari Indonesia hanya 1, yg di hapus dari Indonesia juga tidak ada). Yg dihapus di small cap MSCI adalah INDY dan DSSA. Yang ditambah di small cap MSCI adalah APLN, BHIT, GIAA, SMCB, JPFA, KRAS, PWON, RALS, TOWR. Untuk EXCL masuknya di standard cap, porsi BUY nya lebih besar daripada small cap.
[Insider Stories] Gozco eyeing 31% growth in profit
Middle-size palm oil company PT Gozco Plantations Tbk (GZCO), which is owned by Indonesian businessman Tjandra Mindharta Gozali, is eyeing a 31% growth iin net profit this year on the back of higher-targeted sales. Gozco is estimated to post Rp210.86 billion net profit this year from Rp160.79 billion last year. EBITDA is expected to grow 12% to Rp379.38 billion from Rp338.19 billion. Gozco targets a 40% increase in sales to Rp637.08 billion this year from realized Rp454.52 billion last year.
[Insider Stories]
Cholil Hasan joins Bakrie & Brothers. : Cholil Hasan, former Finance Director of the state-controlled cement maker PT Semen Gresik Tbk, has joined a strategic position at an investment company owned by Bakrie family, PT Bakrie & Brothers Tbk.
Stocks ended mixed and off the lows of the session, amid concerns over the U.S. economic recovery and a weak earnings forecast from Hewlett-Packard.
Dow. 12479.58. -68.79. -0.55%
Nasdaq. 2783.21. +0.90. +0.03%
S&P 500. 1328.98. -0.49. -0.04%
FTSE. 5861.00. -62.69. -1.06%
Dax. 7256.65. -130.89-1.77%
CAC40. 3941.58. -48.24. -1.21%
Oil. 96.91. -0.46. -0.47%
Gold. 1486.400. -4.200. -0.28%
Rupiah. 8575
Euro. 1.4239
TLKM. 35.76.+0.07 +0.20%.Rp 7666
ISAT. 29.82.-0.07. -0.23%. Rp 5114
Vallar. 1,194.00.+9.00. +0.76%
EIDO. 31.30. +0.08. +0.26%
Timah. 27825. -175. -0.63%
Nickel. 24250. -105. -0.43%
CPOJuli3255RM+6RM+0.18%$1073
Corn. 720.250 +22.750.+3.26%
SoybeanOil.56.040. +0.130. +0.23%
Wheat. 764.000. +27.500.+3.73%
Coal 13 May 118.74 vs.122.71(6 May)
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