Friday, June 3, 2011

Laporan & Rumor Saham Indonesia 03-06 (Refresh)

Inilah Daftar 'Top Foreign Buy' Jumat (3/6)

Inilah Daftar 'Top Foreign Sell' Jumat (3/6)

Indonesia Stocks: Astra Agro Lestari, Indika Energy, Timah

'Selective Buying' Selamatkan IHSG di Zona Hijau. Net foreign buy sebesar Rp93,5 miliar

Aksi beli BBRI, BYAN dan INTP giring IHSG ke zona hijau di akhir pekan

Keluar dari Zona Merah, IHSG Rengkuh 6 Poin

Peringkat AS Terancam, Rupiah Semakin Perkasa
Kurs rupiah di pasar spot valas antar bank Jakarta, Jumat (3/6) ditutup menguat 15 poin (0,17%) ke level 8.518/8.523 per dolar AS dari posisi sebelumnya 8.533/8.543.

Saham KIAS & KONI Alami Transaksi Nego Hari Ini

Saham JPRS Teraktif Diperdagangkan Jumat (3/6)

Skybee akan Tambah Modal Tanpa HMETD

Yanaprima Incar Laba Bersih Rp23 Miliar di 2011

Kepemilikan asing di surat utang naik, rupiah konsisten menguat sepekan ini

Harga CPO melejit, saham produsen sawit pun melaju

Valuasi kemahalan, saham BHIT tumbang hingga 4,4%

FASW bagi dividen Rp 45 per saham pada 23 Juni 2011

Tertekan Pertambangan, IHSG Sesi I Turun 0,9%. Net foreign buy sebesar Rp10,9 miliar

Lesu di 'Hari Kejepit', IHSG Melemah 2 Poin

CHINA CNOOC Ltd Is eyeing a majority stake in Ratu Prabu Energy in efforts to bid an indirect stake in Masela gas and oil block which gas reserves of about 150 years. Price for the stake purchase is offered at BETWEEN 1.8x and 2.2X ARTI'S BOOK VALUE. ARTI BOOK VALUE AS OF MARCH 31 IS AT IDR514.



Kinerja laba melonjak, saham MDLN melesat 3,9% pagi ini

Tercatat tidak meraih pendapatan usaha, saham RODA disuspen

Kinerja laba merosot, saham INDY lanjut melemah untuk hari yang ketiga

CTRP & Lotte MoU Kelola Mall Ciputra World

BUMI Miliki Distribusi Batubara Lebih Efisien

PT Bhakti Investama (BHIT) Tbk, an investment holding controlled by Tanoesoedibjo family, has reportedly sold 20.28% shares in PT Global Mediacom (BMTR) to foreign investors for Rp2.1 trillion or about US$246 million. reported today that PT MNC Securities, affiliated to Bhakti, facilitated the crossing of 1.463 billion shares Wednesday (June 1) at Rp752.56 per share or a discount of 10.44% from yesterday’s closing. Global Mediacom closed lower by 1.19% to Rp830 Wednesday.

On Monday, MNC also facilitated the crossing of shares worth Rp191 billion, followed with the crossing of shares worth Rp811 billion on Tuesday. Bhakti controlled 51.57% BMTR shares before the crossing. Other shareholders are PT Asriland (12.29%), MediaCorp Investments Pte Ltd (6.18%), and public (29.96%). At Rp830 per share, Global Mediacom, controlling shareholder of PT Media Nusantara Citra (MNCN) Tbk, has market capitalization of Rp11.44 trillion or about US$1.3 billion. Global Mediacom controls 71.46% shares in MNCN, which controls 100% shares in PT Rajawali Citra Televisi Indonesia (RCTI). (Theindonesiatoday)

202 GMT  [Dow Jones] Indonesian shares are likely to fall, weighed by weak U.S. markets and amid an absence of fresh leads, traders say. They expect the main index in a 3820-3850 range after it ended up 0.02% Wednesday at 3837.761. Indonesian markets were closed Thursday for a holiday. "I expect that market volume will be very thin as many investors, mostly locals, are still on holiday," says a trader with a local securities firm. Car maker Astra (ASII.JK) and cement producer Holcim Indonesia (SMCB.JK) may lead falls on profit-taking after recent gains

Trades of the Day...Fundamentally:
CIMB mempertahankan rating OUTPERFORM untuk Jasa Marga (JSMR) dengan target harga Rp4600 berdasarkan metode DCF (WACC 10%). Kami baru saja mengunjungi emiten setelah akuisisi konsesi terbaru dan update tentang UU pembebasan lahan. Upside untuk FY13 masih tergantung pada UU ini sementara perubahan aturan akuntansi terhadap overlay spending akan mulai pada 2012 serta initial cost untuk projek baru. Kami memangkas EPS FY12-13 sebesar 8-9% dengan katalis jangka pendek dari akuisisi projek baru.

Agenda Juni 2011
03 Juni 2011 Rups Bapa, Kias, Koin, Lmpi, Ahap, Alka, Ypas, Cum Dev ACES 51,85

06 Juni 2011 Rups Esti, BRMS, Smsm, , Pudp, KRAS, , (PTBA),  BISI, ICON, Pan Pacifik Int, Cum Dev MEGA 3,450, Cum Bonus MEGA 500.000:73.043, Cum Dev BBCA 70,  Cum Dev Fasw 45,  Cum Dev WIKA 16,68

07 Juni 2011 Rups Tembaga Mulia Semanan, BYAN, Jaya Kontruksi Manggala, WINS, APLN, BTEL,
Cum Dev SMDR 160, Cum Dev TRAM

08 Juni 2011 Rups MBAI, JPFA, KREN, SMRA, Smar,Renuka Colindo, MRAT, Pembangunan Jaya ANcol, JRPT, INDY, ARGO, Maskapai Reasurance, ASBI  Cum Dev PANS 80

09 Juni 2011 RDG BI Rate, Rups Asbi, Davo, Rmba, HD Capital,  Taisho Pharmachetical, Akpi, AMRT, ASRI, Bram, SGRO, Elty, INAF, PTBA, MAIN, Bipp, Listing IPO Salim Ivomas, Indo Kodsa, Cum Dev Wahana Otto Multiartha 14,  Cum Dev ADMF 954,14,  Cum Dev Pool Advista T 60,  Pool Advista Indonesia 140,  Cum Dev Wika 16,68

Thursday (Financial time): DELTA DUNIA ( DOID.jk ) -- According to today's newspaper in singapore says Singaopore ( GIC )will buy the right issue which will be issued by DOID. Source of the doid say that this right issue will be announced on the 13th june. Price range 1100 - 1200 idr. On wednesday doid price closed at 1180. There are news say that Northstar has an obligation to maintain the stock at a price 1200 - 1300 idr. Because to hold a right issue. one of its requirements doid stock price must be above 1200 idr  That's why doid price range 1200 - 1300 idr.we try to call Mr Patric walujo,but the phone is not active.

∙ ASRI laba 1Q11 naik 151,61% jadi Rp 158,47 miliar

CC)Indonesian coking coal outlook:
☑  BORN, the only listed coking coal in Indonesia, should gain from the coking coal potential  global market considering its high quality product.
☑  Coal producers who have less efficient logistic infrastructure are likely to experience higher cost per ton basis in long term. In our perpective, coal producers that have average haul distance less than 50-60km are more cost-competitive and more preferrable like BUMI (7 – 55km), INDY (Kideco – 38km), HRUM (45-50km) and ITMG (38-60km) are preferrable.
☑  Despite of lack proven economically feasible for low rank coal upgrading technology, but we believe the evolving technology remain intact and improving which make Indonesian abundant low rank coal becoming more attractive in coming years.

Stocks to watch:
BMRI- the President Director said its FY11 net profit could grow by 20%. If that's the case, the number should be around Rp11tn, in line with consensus of Rp11.8tn

UNSP- 1Q11 net profit jumped by 256% yoy to Rp229.6bn- strong result since it's already 43% of FY11 market consensus (Rp530.5bn)

DOID- posted 1Q11 net profit of Rp165bn (+8% yoy)- it's 26% of FY11 consensus of Rp632bn

ENRG- Reignwood Int'l Investment has pledged 6.4bn shares of ENRG to the Siam Commercial Bank Public Company Ltd. No other details were given

CTRP- Detik News reported that Lotte Group has signed an agreement to lease and manage the entire of Ciputra World for 20 years. Ciputra World is a 130K m2 super-block which is scheduled to open in 2H12

BTEL- posted a net loss of Rp41bn in 1Q11 vs a profit of Rp29bn in 1Q10

Here is a Bumi comment on above:-
"Largest KPC mine distance to port is 13.5 km (through hi speed conveyor, 32 m tons/annum, in 25 min) - the 2nd conveyor (commissioning H1'12 latest) will double capacity to 64 m tons/pa. Transporting by conveyors is not only more weather insensitive but operating costs are lower by min 6x vs trucking/barging. So Bumi stands to benefit most"

Bloomberg: Tiga Pilar Sets Revenue Target of 2.2 Tln Rupiah, Daily Reports

Bloomberg: Krakatau Steel Seeks $500 Mln of Loans From China, Bisnis Says

Bloomberg: Bank Jabar Banten Rated New Buy, PT 1,650 Rupiah at UOB Kay Hian

Bloomberg: Indika Energy 1Q Net Falls to 265.2 Billion Rupiah, Bisnis Says


Bloomberg: OPEC Export Growth to Slow on Weaker Demand, Oil Movements Says

Bloomberg: Intl Nickel Indonesia Cut to 'Neutral' at JPMorgan

Sarulla lepas dari MEDC

Dilirik Lakhsmi Mittal, JPRS Menuju Rp 1000

APLN Anggarkan Rp240M Akuisisi GPL

DSSA akan Bangun IPP di Sumsel


Antisipasi data tenaga kerja, Dow Jones dan Standard & Poor's tumbang

Investasi besar-besaran membuat BTEL merugi

Krakatau Steel mencari pinjaman US$ 500 juta

Setelah kuasi reorganisasi, aset ADMG jadi Rp 4,79 triliun

Lunasi obligasi, UNSP cari pinjaman US$ 200 juta

Berlina Raih Kontrak dari Produsen Kosmetik Dunia

Akhir Pekan, Cermati Saham Berdividen

Inilah Bukti Kegagalan 'Quantitative Easing' AS

INDY Targetkan Produksi Batu Bara 33 Juta Ton

RUPSLB MTFN Setujui Stock Split 1:5

Listing di London Katalis Penguatan BUMI

Inilah Pilihan Saham Jumat (3/6)

Pertamina Gaet Konsorsium Adhi Karya Garap Proyek CPP

Stocks lost steam in the last few minutes of trading to close mixed Thursday ahead of the government's monthly jobs figure and after EU officials said no agreement has been reached on additional funding for Greece.

Dow.      12248.55.  -41.59.   -0.34%
Nasdaq.   2773.31.  +4.12.   +0.15%
S&P 500. 1312.94.  -1.61.     -0.12%
FTSE.       5847.92.  -80.69.   -1.36%
Dax.        7074.12.  -143.31.  -1.99%
CAC40.    3889.87.  -74.94.    -1.89%Oil.           100.40.   +0.11.    +0.11%
Gold.       1532.700.-10.500.  -0.68%
Rupiah.   8542.5
Euro.       1.4492

TLKM.  35.85 +0.15+0.42%. Rp 7656
ISAT.    30.15.-0.02. -0.07%.  Rp 5151 Vallar.  1189. +4,00.+0,34%.
EIDO.   31.41.+0.16.+0.51%

Timah.      26460.   -895.       -3.27%
Nickel.      22720.   -425.       -1.84%

CPOAgt 3403RM+43RM+1.28%$1133
Corn.         766.500. +8.000. +1.05%
SoybeanOil.58.910.  +0.480. +0.82%
Wheat.      769.750.  +10.500+1.38%

Coal 27May 119.47 vs.116.80

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