Tuesday, June 7, 2011

Laporan & Rumor Saham Indonesia 07-06 (Refresh)

 2nd Session on 07.06.11
@3842.95 (+8.75 pts) (+0.22 %) (H:3843.20 ; L: 3815.55)
Value:  3.34 T (NG 580 B )    
Volume: 7.05 B (NG  1.71 B )
(Incl. Crossing LPKR @ 665 ~ IDR 199 B )
Foreign Nett sell:  376 B       
USD/IDR: 8513

6 MOST ACTIVE BY VALUE
BUMI     @3450    (0.00%)
TLKM   @7500    (-1.31%)
UNTR   @23150   (+1.75%)
DEWA   @116   .      (+7.40%)
ASII   .   @59600  (+0.50%)
BBRI   .  @6400    (+0.78%)

6 MOST ACTIVE BY VOLUME
DEWA   .    @116   (+7.40%)
ELTY   .    @165   (+2.48%)
BNBR   .     @79    (+1.28%)
ENRG-W  @73    (+1.38%)
BHIT   .       @255 (+6.25%
ELTY-W  @31    (+3.33%)

6 MARKET DRIVEN BY SECTOR
TRADE.         (+2.56%)
PROPERTY (+1.36%)
MISC-IND.    (+0.523%)
FINANCE (+0.27%)
AGRI.              (-0.42%)
BASIC-IND.  (-0.34%)

SMSM bagi dividen final senilai Rp 43,190 miliar
http://investasi.kontan.co.id/v2/read/1307442422/69574/SMSM-bagi-dividen-final-senilai-Rp-43190-miliar

Bukopin Siapkan Rp100 M Biayai KPR di Tangsel
http://pasarmodal.inilah.com/read/detail/1582162/bukopin-siapkan-rp100-m-biayai-kpr-di-tangsel

Dow Futures Tarik IHSG Berakhir ke Zona Hijau. Net foreign sell sebesar Rp376,53 miliar
http://pasarmodal.inilah.com/read/detail/1581822/dow-futures-tarik-ihsg-berakhir-ke-zona-hijau

IHSG Rebound Tipis 8 Poin di Menit Terakhir 
http://www.detikfinance.com/read/2011/06/07/161011/1655062/6/ihsg-rebound-tipis-8-poin-di-menit-terakhir

Bayan Bagi Dividen Rp80 per Saham
http://pasarmodal.inilah.com/read/detail/1582172/bayan-bagi-dividen-rp80-per-saham

Berencana merger, saham AHAP meroket ke level tertinggi dalam 21 bulan
http://investasi.kontan.co.id/v2/read/1307437727/69558/Berencana-merger-saham-AHAP-meroket-ke-level-tertinggi-dalam-21-bulan

Raih Pinjaman, KIAS Bayar Utang ke Bank Panin
http://pasarmodal.inilah.com/read/detail/1581642/raih-pinjaman-kias-bayar-utang-ke-bank-panin

Analis : Secara teoritis, harga BEKS setelah right issue Rp 133 per saham
http://investasi.kontan.co.id/v2/read/1307435443/69553/Analis-Secara-teoritis-harga-BEKS-setelah-right-issue-Rp-133-per-saham

Tiga analis beri rekomendasi buy, saham GJTL berlari kencang
http://investasi.kontan.co.id/v2/read/1307435895/69554/Tiga-analis-beri-rekomendasi-buy-saham-GJTL-berlari-kencang

KIAS dan dua anak usaha gaet pinjaman dari bank Singapura
http://investasi.kontan.co.id/v2/read/1307436587/69555/KIAS-dan-dua-anak-usaha-gaet-pinjaman-dari-bank-Singapura

Berencana merger, saham AHAP meroket ke level tertinggi dalam 21 bulan
http://investasi.kontan.co.id/v2/read/1307437727/69558/Berencana-merger-saham-AHAP-meroket-ke-level-tertinggi-dalam-21-bulan

Bloomberg: Inco to Shut Nickel Furnace for Five-Month Overhaul in October 

BORN We maintain OUTPERFORM at target price of Rp2,000/share based on 15x 2011E P/E. (CS-Credit Suisse)

BKSL --2010, laba bersih Sentul City naik 25 kali lipat, Salah satu anak usaha grup Bakrie akan merealisasikan pembayaran akuisisi PT Bukit Jonggol Asri pada Oktober 2010 sehingga menjadi mayoritas. Kabar tersebut membuat saham PT Sentul City Tbk (BKSL) akan ditarik ke level Rp200-Rp250 dalam waktu dekat.

MSCI REBALANCING FOR BUMI HAS INCREASED BY 0.9456% OR BUMI MAY RECEIVE SOME MORE INFLOWS OF AROUND $300 MILLION NET BUY IN COMING SESSIONS.

BLOOMBERG: *INDONESIA SELLS 7T RUPIAH OF DEBT IN AUCTION

BTEL Tidak Bagi Dividen 2010
http://pasarmodal.inilah.com/read/detail/1581342/btel-tidak-bagi-dividen-2010

56% Laba Tembaga Mulia untuk dividen
http://www.bisnis.com/market/saham/26264-56-laba-tembaga-mulia-untuk-dividen

Asuransi Harta Aman Gains Most in 21 Months on Expansion Report. Asuransi Harta Aman Plans New Share Sale, Merger: Kontan Link

Rambah batubara, BULL kantongi kontrak US$ 320 juta
http://investasi.kontan.co.id/v2/read/1307428200/69534/Rambah-batubara-BULL-kantongi-kontrak-US-320-juta

Pilih pengembangan usaha, APLN tak bagi dividen
http://investasi.kontan.co.id/v2/read/1307424625/69524/Pilih-pengembangan-usaha-APLN-tak-bagi-dividen

China Holdings Ltd. has expressed interst to invest in Indonesia. The company will have a series of investment discussions with Bakrieland Development (ELTY) and Ciputra Group. (disclaimer is on)

Hot RUMORS : Goldman Sachs Upgrade ANTM

PT ANEKA Tambang Tbk (ANTM) telah membeli perusahaan tambang batubara Sarolangun di Jambi senilai Rp 92,5 miliar. Hasil produksi akan dipasok ke pembangkit listrik di Sulawesi dan proyek kimia alumina di pabrik Tayan. Sejalan dengan itu, Goldman Sachs menaikkan target harga ANTM menjadi Rp 2.650.

*DJ Indika Energy Target Cut To IDR4,025 Vs IDR4,140 By BoA-ML
*DJ Indika Energy Cut To Neutral From Buy By BoA-Merrill Lynch

1st session on JCI 07.06.11
@ 3,821.391 (-12.810pts) (-0.334%)
H: 3,832.321 ; L: 3,815.552
Value: 1.81 T (NG 218 B )
Volume: 3.63 B (NG 873 M )
Foreign Nett Sell: 133 B

5 most active stocks by value:
BUMI @ 3,425 (-0.72%)
TLKM @ 7,450 (-1.97%)
DEWA @ 116 (+7.41%)
UNTR @ 23,050 (+1.32%)
BBRI  @ 6,350 (0.00%)

5 most active stocks by volume:
DEWA @ 116 (+7.41%)
BNBR @ 78 (0.00%)
ENRG @ 210 (0.00%)
ELTY @ 163 (+1.24%)
BHIT @ 240 (0.00%)

5 most up:
AHAP @ 200 (+25.00%)
PTSP @ 580 (+16.00%)
ACES @ 2,800 (+7.69%)
SMDM @ 157 (+7.53%)
DEWA @ 116 (+7.41%)

5 most down:
SIAP @ 91 (-8.08%)
PUDP @ 500 (-7.41%)
PJAA @ 800 (-6.98%)
MEGA @ 3,425 (-5.98%)
FISH @ 1,950 (-3.70%)

5 Leading Movers:
BYAN @ 19,050 (+1.96%)
UNTR @ 23,050 (+1.32%)
BRMS @ 740 (+1.20%)
BBNI @ 3,800 (+0.54%)
GJTL @ 2,950 (+0.41%)

5 Lagging Movers:
TLKM @ 7,450 (-3.56%)
BBCA @ 7,050 (-2.87%)
ADRO @ 2,425 (-1.88%)
SMGR @ 9,350 (-1.40%)
MEGA @ 3,425 (-1.39%)

Rgds,
Nadya Isnaeni Data administrator Research Dept BNI Securities

Source: Valbury Securities Research Daily 07-06

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

Bloomberg: JFE Shoji to Spend 500 Mln Yen on Indonesia Steel Capacity

Bloomberg: Bank Tabungan Negara Sets 8.625%-9.125% Rate for June Bond Sale

Asing Kabur, IHSG Sesi I Ditutup Turun 0,33%. Net foreign sell sebesar Rp134 miliar
http://pasarmodal.inilah.com/read/detail/1580722/asing-kabur-ihsg-sesi-i-ditutup-turun-033

Sesi Dua, Cermati Saham Sektor Konsumsi
http://pasarmodal.inilah.com/read/detail/1580632/sesi-dua-cermati-saham-sektor-konsumsi

Saham Komoditas Dilepas, IHSG Terkoreksi 12 Poin  
http://www.detikfinance.com/read/2011/06/07/120630/1654709/6/saham-komoditas-dilepas-ihsg-terkoreksi-12-poin

Survei Goldman, Nikkei akan kalahkan bursa Asia lainnya ke 10.000-11.000
http://investasi.kontan.co.id/v2/read/1307422364/69516/Survei-Goldman-Nikkei-akan-kalahkan-bursa-Asia-lainnya-ke-10.000-11.000

Investor asing masih melakukan aksi jual bluechips di sesi I
http://investasi.kontan.co.id/v2/read/1307424280/69523/Investor-asing-masih-melakukan-aksi-jual-bluechips-di-sesi-I

Indonesia Stocks: Bank Negara Indonesia, Bayan Resources, Energi
http://www.bloomberg.com/news/2011-06-07/indonesia-stocks-bank-negara-indonesia-bayan-resources-energi.html

Kantongi pinjaman dari Wells Fargo, saham BBNI menjadi incaran investor
http://investasi.kontan.co.id/v2/read/1307419989/69512/Kantongi-pinjaman-dari-Wells-Fargo-saham-BBNI-menjadi-incaran-investor

Adanya kemungkinan dilusi membuat saham KRAS bermain di area negatif
http://investasi.kontan.co.id/v2/read/1307418612/69508/Adanya-kemungkinan-dilusi-membuat-saham-KRAS-bermain-di-area-negatif

BTN Terbitkan Obligasi Rp2 Triliun
http://pasarmodal.inilah.com/read/detail/1580312/btn-terbitkan-obligasi-rp2-triliun

CMNP MAY GET NEW TOLL ROAD PROJECTS IN MANILA WORTH $1.2 BILLION (IDR10.3 TLN)

*DJ Golden Energy Mines Expects To Raise Above IDR4T From IPO
*DJ Golden Energy Mines To Sell 20% Stake Via IPO In 3Q - Spokesman

Hasil RUPS BTEL tidak membagikan deviden

DEWA: 104-142. It has been moving as expected but any failures to break above resistance of 111 will create an automatic correction, with simple support of 104 becoming a good entry point. Dharma Henwa has a similar business with DOID. Dewa is now trading at a pbv ratio of only 0.79X (BV: IDR173/Share) Vs DOID of 59X (BV:IDR20/Share). Dewa's assets as of March 31 were at IDR4.01 trillion vs Doid's IDR7.6 trillion. 1Q net profit of DEWA was at IDR66 billion vs DOID's IDR168 billion. On p/e ratio, DEWA is now trading at a p/e ratio of 9.1X VS DOID of 13X. DEWA's liabilities (DEBTS) were at IDR1.04 trillion VS DOID's liabilities of IDR7.5 trillion. DEWA's equity capital was at IDR3 trillion vs DOID's IDR136 billion. DEWA DER is now at 0.35X VS DOID's 55X.

ADMG may be added to LQ45 list of stock investment on sound performance & improved liquidity.

Rubber May Extend Rally From Four-Month Low: Technical Analysis

Bloomberg: Bayan Gains to Record After Obtaining Loan to Acquire Companies

Bayan Resources Raih Pinjaman US$185 Juta
http://pasarmodal.inilah.com/read/detail/1580032/bayan-resources-raih-pinjaman-us185-juta

Bloomberg: Manulife Asset’s Wang Favors Indonesian and Chinese Bonds

Pasar Domestik Kuat, Garuda Yakin Raup Laba Lagi
http://www.detikfinance.com/read/2011/06/07/072123/1654461/6/pasar-domestik-kuat-garuda-yakin-raup-laba-lagi

ASIA RIVER ADVISORY MAY BUY 20% OF DGIK SHARES AT 1X BOOK VALUE OF IDR177/SHARE

Goldman memberikan rekomendasi overweight untuk Malaysia dan Indonesia
http://investasi.kontan.co.id/v2/read/1307406397/69480/Goldman-memberikan-rekomendasi-overweight-untuk-Malaysia-dan-Indonesia

BLOOMBERG: *MALAYSIA, INDONESIA STOCKS RAISED TO `OVERWEIGHT' AT GOLDMAN. *THAI STOCKS WEIGHTING CUT AT GOLDMAN ON ECONOMY, VALUATIONS

Bloomberg: Bank Negara Indonesia Lowered to ‘Neutral’ at Goldman Sachs. *BANK NEGARA INDONESIA PRICE EST. 4,300 RUPIAH AT GOLDMAN SACHS. *BANK NEGARA INDONESIA PRICE EST. CUT 6.5% AT GOLDMAN SACHS

Bloomberg: Indonesia’s Bank Central Asia Raised to ‘Buy’ at Goldman Sachs.  *BANK CENTRAL ASIA PRICE EST. RAISED TO 8,400 RUPIAH AT GOLDMAN

Bloomberg: Krakatau Steel Seeks 4.18 Trillion Rupiah Loan, Daily Reports

Saham GJTL Berpeluang Menuju Rp3.000
http://pasarmodal.inilah.com/read/detail/1579942/saham-gjtl-berpeluang-menuju-rp3000

Saham WICO Berpotensi Menuju Rp100
http://pasarmodal.inilah.com/read/detail/1579922/saham-wico-berpotensi-menuju-rp100

Beli Tambang Batubara, Cermati Saham ANTM
http://pasarmodal.inilah.com/read/detail/1579902/beli-tambang-batubara-cermati-saham-antm

Inilah Saham Pilihan Selasa (7/6)
http://pasarmodal.inilah.com/read/detail/1579292/inilah-saham-pilihan-selasa-76

Tertekan, IHSG Tetap Berpeluang Rebound
http://economy.okezone.com/read/2011/06/07/278/465256/tertekan-ihsg-tetap-berpeluang-rebound

Sanggupkah Rupiah Menembus Level Rp8.500/USD?
http://economy.okezone.com/read/2011/06/07/278/465249/sanggupkah-rupiah-menembus-level-rp8-500-usd

Margin GJTL kian kontet karena karet meroket
http://investasi.kontan.co.id/v2/read/1307411133/69489/Margin-GJTL-kian-kontet-karena-karet-meroket

Bosan disuspensi, PNSE akan pecah nominal saham
http://investasi.kontan.co.id/v2/read/1307408943/69484/Bosan-disuspensi-PNSE-akan-pecah-nominal-saham

Kemungkinan OPEC naikkan kuota produksi bikin harga minyak melorot
http://investasi.kontan.co.id/v2/read/1307404898/69477/Kemungkinan-OPEC-naikkan-kuota-produksi-bikin-harga-minyak-melorot

DJ Salim Ivomas IPO Almost 2 Times Oversubscribed - Report

DOID- citing a person it didn't identify, Investor Daily reported that DOID will likely sell the new shares @ Rp1,200/share, raising $215mn. Initially, the price range for the right issue was set at Rp850-1,200 per share

SMSM- declared final dividend of Rp30/share (2.5% yield). Including interim dividend, the company distributes total dividend of Rp95/share (8% yield)

Ciputra Development    [  PDF  ]
Realising best case - by Lydia Toisuta
(CTRA IJ / CTRA.JK, OUTPERFORM - Maintained, Rp415 - Tgt. Rp505, Property Devt & Invt)
Ciputra Property has signed a 20-year lease agreement with Lotte Shopping Plaza Indonesia for its Ciputra World Jakarta retail space, under construction. This should be positively viewed as it would reduce project development risks, improve project IRR and increase cash flows. The agreement will leave Ciputra Development (and Ciputra Property) with a secured 100% lease rate, a certain growth rate (fixed rates after the initial three years) and steady cash flows (Rp115bn-120bn annually for FY13-15). We raise our earnings estimates by 3-6% for FY12-13 on the back of changes to our Ciputra World Jakarta retail  calculations and assumptions. Accordingly, we raise our DCF-based (WACC 12%) target price to Rp505 (from Rp500), still implying a 40% discount to RNAV. We continue to expect catalysts from its ability to execute marketing sales, higher rentals and persistent presales strength.

Hari Ini pemerintah bakal lelang SUN senilai Rp 5 triliun

JAKARTA. Perusahaan manajemen perhotelan PT Pudjiadi And Sons Tbk (PNSE) akan memecah nilai nominal saham alias stock split dari Rp 500 per saham menjadi Rp 25. Pemecahan ini juga akan menambah jumlah saham 20 kali lebih banyak, dari 129,72 juta menjadi sekitar 2,594 miliar saham. "Ini akan mulai berlaku setelah BEI menyetujui," kata Ariyo Tedjo, Direktur PNSE, Senin (6/6). Kata Ariyo, transaksi saham PNSE saat ini kurang likuid di pasar. Manajemen PNSE berharap, stock spilt bisa mendorong para investor lebih melirik saham ini. Selain itu menurut Aryo beberapa kali PNSE terkena suspen dari otoritas bursa. "Karena kurang likuid, kami sering kena suspen oleh BEI," ujar Ariyo, kepada KONTAN, Senin (6/6).

Stocks closed lower for the fourth-consecutive trading session Monday, led by weakness in banks and energy, as investors turned cautious over a slowdown in the recovery.
Dow.      12089.96.  -61.30.   -0.5%
Nasdaq.   2702.56.  -30.22.   -1.11%
S&P 500. 1286.17.  -13.99.   -1.08%
FTSE.       5863.16. +8.15.    +0.14%
Dax.        7084.57.  -24.46.   -0.34%
CAC40.    3863.40.  -27.28.   -0.7%. Oil.           98.79.     -1.43.     -1.43%
Gold.       1545.500+3.100.  +0.20%
Rupiah.   8505
Euro.       1.4577

TLKM.  35.18. -0.53. -1.48%.Rp 7480
ISAT.    30.16. -0.19. -0.63%.Rp 5130 Vallar.  1192.00 -3,00. -0,25%.
EIDO.   31.49.    -0.04. -0.13%

Timah.      26100.   -340.       -1.29%
Nickel.      22600.   -200.       -0.88%

CPOAgt 3388RM-33RM-0.96%$1125
Corn.         732.000. -22.000. -2.92%
SoybeanOil.58.030. -0.700.   -1.19%
Wheat.      744.000. -29.750 -3.84%

Coal 3 Jun 119.34 vs.119.47 (27May)

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