Bloomberg: Holcim Indonesia Raised to 'Buy' at Mandiri Sekuritas
Inilah 10 Top Foreign Buy Saham Jumat (20/5)
http://pasarmodal.inilah.com/read/detail/1530642/inilah-10-top-foreign-buy-saham-jumat-205
Inilah 10 Top Foreign Sell Jumat (20/5)
http://pasarmodal.inilah.com/read/detail/1530682/inilah-10-top-foreign-sell-jumat-205
Menguat 13 Poin, IHSG Semakin dekati 3.900
http://www.detikfinance.com/read/2011/05/20/160716/1643475/6/menguat-13-poin-ihsg-semakin-dekati-3900
Akhir Pekan, IHSG Catat Rekor Lagi. (Net foreign buy) sebesar Rp86 miliar.
http://pasarmodal.inilah.com/read/detail/1530392/akhir-pekan-ihsg-catat-rekor-lagi
Ini dia tiga saham bluechips yang mampu membuat indeks mencetak rekor baru
http://investasi.kontan.co.id/v2/read/1305884194/68038/Ini-dia-tiga-saham-bluechips-yang-mampu-membuat-indeks-mencetak-rekor-baru
Tunas Baru Lampung Bagi Dividen hingga Rp73,99 M
http://pasarmodal.inilah.com/read/detail/1530522/tunas-baru-lampung-bagi-dividen-hingga-rp7399-m
Budi Acid Jaya Bagi Dividen Rp19 Miliar
http://pasarmodal.inilah.com/read/detail/1530252/budi-acid-jaya-bagi-dividen-rp19-miliar
Spekulasi produksi kembali normal, ASII melejit ke level tertinggi sejak 1991
http://investasi.kontan.co.id/v2/read/1305881967/68028/Outlook-produksi-bakal-normal-ASII-melejit-ke-level-tertinggi-sejak-1991
Tempo Scan bagikan dividen tunai Rp40/lembar
http://www.bisnis.com/korporasi/kinerja-bisnis/24309-tempo-scan-bagikan-dividen-tunai-rp40lembar
2nd session on JCI 20.05.11
@3872.95 (+13.14pts)(+0.34%)
H: 3872.95; L: 3855.89
Value: 4.82 T (NG 1.19 T )
Volume: 751 M (NG 1.32 B )
(Incl. Crossing EMTK@1078 ~ IDR 495 B )
Foreign Nett Buy: 88 B
USD/IDR: 8525
10 most active stocks by value:
ASII @ 62000 (+1.47%)
SMGR @ 9750 (+1.56%)
BUMI @ 3525 (0.00%)
BMRI @ 7250 (0.00%)
UNTR @ 22250 (+0.22%)
BBRI @ 6550 (0.00%)
PGAS @ 4000 (+0.62%)
TLKM @ 7650 (+0.65%)
ADRO @ 2375 (0.00%)
CMNP @ 1280 (+3.22%)
10 most active stocks by volume:
BNBR @ 84 (-2.32%)
ELTY @ 171 (-2.28%)
ENRG @ 193 (-3.01%)
ENRG-W @ 55 (-6.78%)
DEWA @ 102 (-2.85%)
UNSP @ 490 (+2.08%)
TRUB @ 72 (-4.00%)
ELTY-W @ 34 (-8.10%)
BLTA @ 420 (+3.70%)
TRAM @ 590 (0.00%)
23 May 2011 Rups BMRI, SSIA, Cum Dev AUTO 434, IPO Buana Listya Tam
24 May 2011 Rups , CSAP, GZCO, CTRS, CTRA, CTRP, KBLM, BIMA, SOBI, SPMA, PLAZA INDONESIA, Cum Dev Tigaraksa Satria 51, Akhir tender offer agro oleh bbri 182
Astra Gains to Highest Since at Least 1991 on Supply Outlook
JAKARTA. PT Darya-Varia Laboratoria Tbk (DVLA) akan membagikan dividen tunai senilai Rp 30 per saham, atau total Rp 33,6 miliar. Pembayaran dividen ini sudah disepakati dalam Rapat Umum Pemegang Saham Tahunan (RUPST) DVLA, pada 19 Mei 2011. Keterbukaan informasi BEI menyebut, cum dividen atau perdagangan saham dengan hak dividen di pasar reguler dan negosiasi hingga 10 Juni 2011.Sementara, cum dividen untuk perdagangan di pasar tunai hingga 15 Juni 2011.Mengacu pada harga saham DVLA hari ini, per pukul 15.04 WIB di level Rp 1.200 per saham, maka dividen yield atau potensi keuntungan dividen yang akan diperoleh investor sekitar 0,025%. Perseroan berencana membayarkan dividen tunai ini pada 30 Juni 2011. (Dupla Kartini)
Senin 23/5/2011 listing PT Buana Listya Tama, kode BULL & BULL-W, harga perdana Rp 155, Underwriter PT Danatama Makmur.
Bloomberg: Medco May Sell $150 Million of Bonds in 2nd Half, Executive Says
Bloomberg: Indonesia May Keep June Palm Oil Export Tax Unchanged at 17.5%
MNC Group incar asuransi asing dan lokal untuk dicaplok
http://investasi.kontan.co.id/v2/read/1305874398/68000/MNC-Group-incar-asuransi-asing-dan-lokal-untuk-dicaplok
PUDP bakal bagikan dividen Rp 5 per saham
http://investasi.kontan.co.id/v2/read/1305874387/67999/PUDP-bakal-bagikan-dividen-Rp-5-per-saham-
Aksi perburuan saham ASII, INTP, dan SMAR kian membuat indeks membumbung
http://investasi.kontan.co.id/v2/read/1305874246/67998/Aksi-perburuan-saham-ASII-INTP-dan-SMAR-kian-membuat-indeks-membumbung'
Naik 260%, Bursa Setop Perdagangan Saham INTI
http://economy.okezone.com/read/2011/05/20/278/459066/naik-260-bursa-setop-perdagangan-saham-inti
Saham Infrastruktur, CPO, Bakrie & Astra Masih OK
http://pasarmodal.inilah.com/read/detail/1529042/saham-infrastruktur-cpo-bakrie-astra-masih-ok
Pertambangan Turun, IHSG Sesi I Ditutup Naik 0,1%. Net foreign buy sebesar Rp93,06 miliar
http://pasarmodal.inilah.com/read/detail/1529002/pertambangan-turun-ihsg-sesi-i-ditutup-naik-01
Sempat Capai 3.870, IHSG Langsung Kena Profit Taking
http://www.detikfinance.com/read/2011/05/20/113756/1643153/6/sempat-capai-3870-ihsg-langsung-kena-profit-taking
Sesi I, indeks masih melanjutkan reli kemarin
http://investasi.kontan.co.id/v2/read/1305866893/67991/Sesi-I-indeks-masih-melanjutkan-reli-kemarin
Elang Mahkota Tender Offer Saham Indosiar Rp 950
http://www.detikfinance.com/read/2011/05/20/103653/1643083/6/elang-mahkota-tender-offer-saham-indosiar-rp-950
Saham-saham CPO unjuk gigi hari ini
http://investasi.kontan.co.id/v2/read/1305863892/67983/Saham-saham-CPO-unjuk-gigi-hari-ini
POOL bakal bagi dividen tunai senilai Rp 200 per saham
http://investasi.kontan.co.id/v2/read/1305864807/67986/POOL-akan-bagi-dividen-tunai-senilai-Rp-200-per-saham
Hanson Akuisisi 60% Saham De Petroleum International
http://economy.okezone.com/read/2011/05/20/278/459077/hanson-akuisisi-60-saham-de-petroleum-international
Naik 260%, Bursa Setop Perdagangan Saham INTI
http://economy.okezone.com/read/2011/05/20/278/459066/naik-260-bursa-setop-perdagangan-saham-inti
Rupiah Jumat Pagi Dekati Rp8.500 per Dolar
http://www.investor.co.id/marketandcorporatenews/rupiah-jumat-pagi-dekati-rp8500-per-dolar/12298
Thai Conglomerate Siam Cement through its Indonesian unit PT Surya Siam Keramik has signed a conditional sale and purchase agreement with owners of PT Keramika Indonesia Asosiasi. The agreement states that SCG Building Materials Co Ltd through PT Siam Surya Keramik will buy a 93% majority stake in Keramika Indonesia Asosiasi for IDR135 per share or 5% of the IPO price of Keramika Indonesia at IDR2,750. Farrington Incorporation is involved in the deal.
BLOOMBERG: *INDONESIA 2012 GDP MAY RISE 6.5%-6.9%, FINANCE MINISTER SAYS. *INDONESIA 2012 INFLATION MAY BE 3.5%-5.5%. *INDONESIA RUPIAH MAY TRADE AT 9,000-9,300 VS DOLLAR IN 2011.*INDONESIA RUPIAH MAY TRADE AT 9,000-9,300 VS DOLLAR IN 2011.*INDONESIA 2012 OIL PRICE MAY AVERAGE $75-$95/BARREL.*INDONESIA 2012 OIL OUTPUT MAY REACH 950,000-970,000 BPD.*INDONESIA 2012 BUDGET DEFICIT MAY BE 1.4%-1.6% OF GDP.
New target price from Citigroup. ADRO 3550, BUMI 4200, ITMG 58000, PTBA 23500.
*Right issue, BJBR ingin porsi publik naik jadi 40%
PT Bank Jawa Barat Banten Tbk (BJBR) membuka peluang melakukan aksi korporasi berupa right issue pada akhir 2012 atau awal 2013. Alasannya, hingga awal tahun 2013 rasio kecukupan modal (CAR) akan tergerus menjadi 14%."Aksi korporasi ini tentu saja sejalan dengan rencana bisnis bank, " kata Tatang Sumarna, Direktur Konsumer BJBR, Kamis (19/5).Sebagai gambaran, dalam RBB 2011, BJB menargetkan pertumbuhan kredit di atas 30%, sehingga CAR akan tergerus menjadi 17% dari posisi Maret 2011 yaitu 19%. Setelah itu, pada 2012 dalam RBB bank, emiten berkode saham BJBR ini masih menargetkan pertumbuhan kredit sebesar 20%. Pada akhirnya, CAR bank akan semakin tergerus ke level 15%. Informasi saja, setelah melakukan Initial Public Offering (IPO) 2010 lalu, porsi kepemilikan saham BJB terdiri dari 75% saham dipegang oleh pemerintah provinsi dan 25% dimiliki oleh publik. Upaya rights issue nanti dilakukan untuk meningkatkan porsi saham yang dimiliki publik menjadi maksimal 40%."Pemegang saham memutuskan setelah melepas saham seri B porsi dari portofolio saham publik maksimal 40%. Saat ini porsi saham Seri A sebesar 75% dan 25% saham Seri B. Right issue akan terlaksana jika CAR menyentuh level 13%-14%,” ujarnya.
IDKM- EMTK will do a tender offer for the rest of IDKM's shares (1,473,905,135) at Rp950/share. Tender offer period: June 08-June 14
BTEL- the merger plan between Esia and Flexi has been cancelled by Telkom
MFIN- the acquisition of 45% stakes of BFIN by Northstar, TPG and Boy Thohir might boost interests on the multifinance sector. Based on data from RTI, I think MFIN could be one stock which is worth to look at due to its low PE (5X), high ROE (32%) and historical good dividend yield
Cum Dividends:
AALI - Rp640 (2.7% yield)
TOTL - Rp14.67 (4.5% yield)
BBLD - Rp35 (5.6% yield)
JAKARTA. Tahun ini, PT Surya Semesta Internusa Tbk (SSIA) akan mulai menggarap proyek pembangunan jalan tol Cikampek-Palimanan. Ini merupakan proyek infrastruktur dari pemerintah. Pembangunan jalan tol sepanjang 116 kilometer (km) ini akan menelan biaya sekitar Rp 3,7 triliun. Melalui anak usahanya, yakni PT Nusa Raya Cipta (NRC), SSIA menggandeng UEM, perusahaan asal Malaysia, untuk menggarap proyek jalan tol tersebut. SSIA menargetkan, proyek ini bisa tuntas di akhir tahun ini. Sejatinya, perusahaan properti dan konstruksi ini merencanakan jalan tol ini bisa mulai dibangun tahun lalu.
BZ: Key Highlights
Unilever (UNVR) : Diberitakan bahwa UNVR akan membagikan dividen sebesar100% dari laba bersih tahun 2010 atau sekitar Rp 3,38 triliun atau Rp344/lembar saham pd bulan Juli nanti, Laba bersi UNVR 2011 mencapai Rp3,38 triliun atau naik 11.18% YoY, Laba bersih di dorong peningkatan pendapatan bersih yg mencapai Rp19,69 Triliun, Sementara utk thn ini UNVR menargetkan pendapatan Rp22 Triliun atau naik 10-15% YoY.
Bank BTN (BBTN) : Akan membagikan dividen sebesar 30% dari laba bersih tahun 2010 atau sekitar Rp274,5 miliar atau Rp31.16 per lembar saham.
Telekomunikasi Indonesia (TLKM) : Meningkatkan anggaran buyback saham
menjadi Rp5 triliun. TLKM akan melaksanakan buyback ini secara bertahap dlm kurun waktu 18bln sejak RUPS kemarin. TLKM akan membayarkan dividen tunai Rp 295.84 per saham atau senilai Rp5.81 Triliun pada tanggal 1 Juli 2011
Lippo Karawaci (LPKR) : Menerbitkan 1,45 miliar saham baru senilai US$112juta atau sekitar Rp 957 miliar melalui skema penempatan langsung (direct placement) .
Bumi Serpong Damai (BSDE) : Menyiapkan dana sebesar Rp1 triliun untuk
mengakuisisi lahan seluas 300-400 hektar (ha) di 2011.
BW Plantation (BWPT) : Berencana untuk mencari pinjaman perbankan hingga Rp1triliun.
Harum Energy (HRUM) : Sampai saat ini telah membukukan penjualan Batubara 7 juta ton dari total target produksi tahun ini sebesar 10 juta ton. HRUM mengklaim 70% dari total target Produksi thn ini, 1Q11 HRUM membukukan pendapatan sebesar Rp 1,51 Triliun atau naik 69% YoY, sementara Laba bersih meningkat 131% YoY. \
Bumi Serpong, Permata, Telekomunikasi: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-05-20/bumi-serpong-permata-telekomunikasi-indonesia-equity-preview.html
KZ to BORN:
● BORN posted 1Q11 net income of Rp426 bn, 18.9% of our FY11estimate, 19.8% of consensus estimate, and in line with ourexpectation. 1Q11 revenue reached Rp1,202 bn, up 123.8% YoY,16.1% of our FY11 estimate and 16.2% of consensus estimate.Sales volume was 532,609 tonne, below our expectation or 16.6%of our FY11 estimate of 3.2 mn tonne.
● Sales volume was below our expectation given delayed shipmentsas BORN was waiting for BHP pricing for 2Q11. However,earnings were in line, given better ASP and good costmanagement. We also slightly decrease our cost assumptions by3.8% and 3.2% and Rp/US$ forecasts to Rp8,620 and Rp8,175for 2011 and 2012, respectively.
● We expect BORN to still be able to meet our volume target of 3.2mn tonne as it is ramping up production throughout 2011. We stillexpect earnings upside to our forecasts from ASP as BORN hasbeen negotiating in the spot market during 2Q11 with benchmarkprice ranging between US$300/t and US$330/t.
● We maintain OUTPERFORM and target price of Rp2,000.
Trades of the Day...
Fundamentally:
CIMB mempertahankan rating OUTPERFORM untuk Timah (TINS) dengan target harga Rp3400 dengan metode DCF (WACC 12.5%). TINS telah mengimplementasikan block system untuk melindungi areanya dari penambang liar serta meningkatkan efisiensi. Valuasi saat ini di 8x FY11 PER dan discount terhadap peers (10.4x) serta harga timah akan menjadi katalis
CIMB mempertahankan rating OUTPERFORM untuk Lippo Karawaci (LPKR) dengan target harga Rp770 (dari Rp830 sebelumnya), masih dengan metode DCF (WACC 8.3%) karena dilusi saham, yang merupakan 30% discount to NAV. LPKR kemarin mengumumkan penjualan saham baru senilai $112mn untuk menambah kepemilikan saham di Lippo-Mapletree Real Estate Investment Trust (LMRT SP) dan LMIR Trust Management (property manager). Kami memprediksi masih akan ada fund raising berikutnya.
DJ Bumi Resources Target Raised To IDR4200 Vs IDR3400 By Citigroup
Bloomberg: Indofood Agri Resources Seeks Trading Halt Pending Announcement
Bloomberg: Bumi Serpong to Spend 1 Trillion Rupiah for Land, Daily Reports
BLOOMBERG: *INDONESIA, JAPAN MAY START BUILDING MEGA FLOAT IN 2014. INDONESIA MAY BUILD $1.2 BILLION FLOATING DOCK WITH JAPAN.*INDONESIA-JAPAN MEGA FLOAT TO HELP SHIP COAL FROM KALIMANTAN
Medco to Invest $1.2 Billion in Next Four Years, Daily Reports
Indonesia Stock: Astra International, Bakrie Sumatera, Lippo
http://www.bloomberg.com/news/2011-05-19/indonesia-stock-movers-astra-international-lippo-karawaci.html
Akhir Pekan, Pilih Saham Unggulan
http://pasarmodal.inilah.com/read/detail/1527752/akhir-pekan-pilih-saham-unggulan
Masih Ada Peluang di Saham Bank
http://pasarmodal.inilah.com/read/detail/1527562/masih-ada-peluang-di-saham-bank
Inilah Rekomendasi Saham Jumat (20/5)
http://pasarmodal.inilah.com/read/detail/1526422/inilah-rekomendasi-saham-jumat-205
Saham apa yang menarik hari ini?
http://www.bisnis.com/market/saham/24260-saham-apa-yang-menarik-hari-ini
Pembangunan Pabrik Baja Krakatau-Posco Juli 2011
http://www.investor.co.id/tradeandservices/pembangunan-pabrik-baja-krakatau-posco-juli-2011/12274
Target Harga Saham ADRO Rp3.200
http://pasarmodal.inilah.com/read/detail/1527532/target-harga-saham-adro-rp3200
Telkom: Nilai Akuisisi Telkom Kamboja Rp2 Triliun
http://pasarmodal.inilah.com/read/detail/1527392/telkom-nilai-akuisisi-telkom-kamboja-rp2-triliun
Pyridam Farma Targetkan Penjualan Naik 15% di 2011
http://pasarmodal.inilah.com/read/detail/1526482/pyridam-farma-targetkan-penjualan-naik-15-di-2011
Minyak Dunia Mahal, Elnusa Tingkatkan Eksplorasi
http://pasarmodal.inilah.com/read/detail/1528242/minyak-dunia-mahal-elnusa-tingkatkan-eksplorasi
Restrukturisasi terhambat, modal kerja POLY seret
http://investasi.kontan.co.id/v2/read/1305853262/67959/Restrukturisasi-terhambat-modal-kerja-POLY-seret
Ekspor Malaysia menopang harga CPO
http://investasi.kontan.co.id/v2/read/1305852091/67952/Ekspor-Malaysia-menopang-harga-CPO
BBRI tancapkan taji di sektor agrobisnis
http://investasi.kontan.co.id/v2/read/1305850645/67951/BBRI-tancapkan-taji-di-sektor-agrobisnis
Today, Agenda 20 May 2011
Rapat Umum Pemegang Saham (RUPS) PUDP, TSPC, BUDI, TBLA, PEGE.
Cum Deviden TOTL Rp14.67,
Cum Deviden AALI Rp640,
Cum Deviden Buana Finance Rp35/share
CIMB: "Wins & Tbla. Pe termurah". Wins dan tbla adalah perusahaan solid dan return tinggi yg memilki Pe plng rendah. Pe keduanya di bawah 5x. Tbla akan membagikan rp 30 pd rups sore ini.
CPIN di downgrade CLSA: 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.
Telkom to boost shares buyback :
Indonesia's largest telco operator PT Telekomunikasi Indonesia Tbk (Telkom) has obtained approval to jack up its shares buyback. Telkom’s General Meeting of Shareholders yesterday agreed to buyback 3.2% outstanding share or 645.16 million shares from initial 2% or 416.67 million shares.The company prepares Rp5 trillion or equal to Rp7,750 per share for the corporate act from the initial plan of Rp3 trillion.The shares will be derived from those traded at IDX and New York Stock Exchange on May 20 to December 20, 2012.The corporate act is expected to put Telkom share at the fair price position.The bigger volume will not harm it financial condition, Firmansyah argued, as Telkom cash position per March 31, 2011 was at Rp8 trillion.Moreover, the annual meeting also decided to increase 2010’s dividend distribution to 55% or Rp6.34 trillion from 50% from the total Rp11.53 net profit last year.
Antam seeks US$900 bio for Halmahera :
The state-controlled nickel and golf miner PT Aneka Tambang Tbk (Antam) is seeking a US$900 million financing to help development of a US$1.6 billion ferronickel (feNi) project at Buli, East Halmahera, North Maluku.Antam President Director Alwin Syah Loebis said the company is considering bonds, bank loan, or combination of bonds and bank loan."We expect to appoint investment banks which will help us to secure a certain financing in the next 2-3 months," he told Insider Stories.
After Antam entered into a memorandum of understanding with the state electricity company PT Perusahaan Listrik Negara to supply electricity for the Halmahera project on March 23 2011, Antam is underway to hold a beauty contest on more than 20 foreign and local banks.Documents of financing structure had been submitted to Antam at early this month with an advice of PT Danareksa Sekuritas as its financial advisor.Investment banks were so frenzy to participate the beauty contest and tried to set several consortium of banks. How many consortium has been set up and who are they? The project is set to have a total capacity of 27,000 tons of nickel in ferronickel. The project and the power plant's total cost is estimated to reach US$1.6 billion.
Stocks ended higher despite mostly weak economic news and falling oil prices as LinkedIn became the first major U.S. social networking company to go public in a soaring debut.
Dow. 12605.32. +45.14 +0.36%
Nasdaq. 2823.31. +8.31. +0.3%
S&P 500. 1343.60. +2.92. +0.22%
FTSE. 5955.99. +32.50.+0.55%
Dax. 7358.23. +54.70.+0.75%
CAC40. 4027.74. +49.74.+1.25%
Oil. 98.44. -1.66. -1.66%
Gold. 1492.400. -3.400. -0.23%
Rupiah. 8555
Euro. 1.4312
TLKM. 35.68. -0.55. -1.52%. Rp 7631
ISAT. 31.10.+0.50.+1.64% Rp 5321
Vallar. 1,215.00. -25.00. -2.02%
EIDO. 32.13. +0.18. +0.58%
Timah. 28150. -170. -0.60%
Nickel. 23650. -750. -3.07%
CPOAgt 3360RM+63RM+1.91%$1114
Corn. 748.250. -1.500. -0.20%
SoybeanOil.57.460. +0.160. +0.28%
Wheat. 812.000. -5.000. -0.61%
Coal 13 May 118.74 vs.122.71(6 May)
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