Monday, June 13, 2011

Laporan & Rumor Saham Indonesia 13-06 (Refresh)

BLOOMBERG: *BUMI TO FOCUS ON COAL SECTOR AFTER SELLING UNIT, DIRECTOR SAYS

Indonesia Stocks: Bumi, Energi Mega, Hexindo Adiperkasa, Timah
The Jakarta Composite index (JCI) declined 38.89 points, or 1 percent, to 3,748.76, the steepest drop since May 23.

Energy companies: PT Energi Mega Persada (ENRG IJ), the nation’s second-largest listed oil company, fell 3.4 percent to 198 rupiah, the steepest drop since May 23. PT Benakat Petroleum Energy (BIPI IJ) lost 3.3 percent to 117 rupiah.Crude oil for July delivery sank the most in four weeks on June 10, losing 2.6 percent to $99.29 a barrel in New York. The contract decreased 1 percent to $98.29 today.

PT Bumi Resources (BUMI IJ), Indonesia’s largest coal producer, fell 2.9 percent to 3,325 rupiah. The shares declined as the sale of a mining unit, PT Bumi Resources Minerals, to Vallar Plc in return for convertible bonds raised questions about the deal’s financial impact on the company, according to Bagus Hananto, an analyst at PT Onix Capital.

PT Hexindo Adiperkasa (HEXA IJ), the Indonesian unit of Hitachi Construction Machinery Co., dropped 1.6 percent to 6,200 rupiah, the most since May 25. The company had its share-price estimate cut to 8,900 rupiah from 9,500 rupiah by Arief Budiman, an analyst at PT OSK Nusadana Securities Indonesia, because of “weak” sales volume in April and May. 

Anak Usaha DOID Realisasikan Capex US$48 Juta
http://pasarmodal.inilah.com/read/detail/1600042/anak-usaha-doid-realisasikan-capex-us48-juta

Inilah 10 Top Foreign Buy Saham Senin (13/6)
http://pasarmodal.inilah.com/read/detail/1599972/inilah-10-top-foreign-buy-saham-senin-136

Inilah 10 Top Foreign Sell Saham Senin (13/6)
http://pasarmodal.inilah.com/read/detail/1599952/inilah-10-top-foreign-sell-saham-senin-136

Rupiah Tersungkur Sinyal Perlambatan Global
http://pasarmodal.inilah.com/read/detail/1599942/rupiah-tersungkur-sinyal-perlambatan-global

Investor Amankan Portofolio, IHSG Terpangkas 38 Poin 
http://www.detikfinance.com/read/2011/06/13/160747/1659234/6/investor-amankan-portofolio-ihsg-terpangkas-38-poin

BUMI dan ASII Kerek Turun IHSG 38 Poin. Net foreign sell Rp55 miliar
http://pasarmodal.inilah.com/read/detail/1599732/bumi-dan-asii-kerek-turun-ihsg-38-poin

Pasar pertanyakan dampak penjualan anak usaha, BUMI tumbang hingga 2,9%
http://investasi.kontan.co.id/v2/read/1307955904/70073/Investor-pertanyakan-dampak-penjualan-BRMS-saham-BUMI-tumbang-29

Wah, indeks akan terjungkal ke level 3.300-3.500?
http://investasi.kontan.co.id/v2/read/1307954137/70067/Wah-indeks-akan-terjungkal-ke-level-3.300-3.500

KKGI Eksplorasi di Blok Bayur Senilai US$1,1 Jt
http://pasarmodal.inilah.com/read/detail/1599562/kkgi-eksplorasi-di-blok-bayur-senilai-us11-jt

LPPF, Pertumbuhan Tercepat ke-5 di Asia Pasifik
http://pasarmodal.inilah.com/read/detail/1599252/lppf-pertumbuhan-tercepat-ke-5-di-asia-pasifik

IHSG Tetap Punya Harapan ke Level 4.000
http://pasarmodal.inilah.com/read/detail/1598732/ihsg-tetap-punya-harapan-ke-level-4000

Akuisisi Sarana Karya, Timah Masih Tunggu Pemerintah
http://economy.okezone.com/read/2011/06/13/278/467779/akuisisi-sarana-karya-timah-masih-tunggu-pemerintah

ICP USD95 per Barel
Subsidi Listrik Bisa Bengkak Jadi Rp63,17 triliun
http://economy.okezone.com/read/2011/06/13/320/467806/subsidi-listrik-bisa-bengkak-jadi-rp63-17-triliun

BLOOMBERG: *FITCH DOWNGRADES SMS FINANCE TO 'BBB(IDN)'; OUTLOOK STABLE

BLOOMBERG: *FITCH RATES BANK TABUNGAN PENSIUNAN NASIONAL'S BOND 'AA-(IDN)'

Estimasi harga saham dipangkas, HEXA alami koreksi terbesar dalam tiga pekan
http://investasi.kontan.co.id/v2/read/1307951585/70061/OSK-Nusadana-pangkas-proyeksi-saham-HEXA-koreksi-terbesar-dalam-tiga-pekan

Investor Ritel Cuma Kebagian 1% Saham IPO Metland 
http://www.detikfinance.com/read/2011/06/13/140639/1659059/6/investor-ritel-cuma-kebagian-1-saham-ipo-metland

JAKARTA - PT Perusahaan Gas Negara Tbk (PGN) menuturkan tengah dalam due diligence untuk mengakuisisi blok migas. "Akuisisi ada, sekarang kita tengah dalam tahap evaluasi. Kita sedang dalam due diligence dengan pihak terkait," jelas Direktur Keuangan PGN Riza Pahlevi Tabrani dalam acara Editors Meeting, di Restoran Bunga Rampai, Menteng, Jakarta, Senin (13/6/2011).

Bloomberg: Para Group to Spend 40 Trillion Rupiah to Build Amusement Parks

Bloomberg: Indonesia Raises June Coal Reference Price to $119.03 a Ton

Tutup tambang, saham ANTM mengalami penurunan terbesar empat bulan
http://investasi.kontan.co.id/v2/read/1307947985/70051/Tutup-tambang-saham-ANTM-mengalami-penurunan-terbesar-empat-bulan

Antam Usul Setoran Dividen 35-50% dari Laba di 2010 
http://www.detikfinance.com/read/2011/06/13/122047/1658949/6/antam-usul-setoran-dividen-35-50-dari-laba-di-2010

UNSP Restrukturisasi Utang Domba Mas USD362 Juta
http://economy.okezone.com/read/2011/06/13/278/467692/unsp-restrukturisasi-utang-domba-mas-usd362-juta

Kuartal II, UNSP Targetkan Laba Naik 50%
http://economy.okezone.com/read/2011/06/13/278/467670/kuartal-ii-unsp-targetkan-laba-naik-50

Potensial upside 48%, rekomendasi buy untuk WINS
http://investasi.kontan.co.id/v2/read/1307946033/70044/Potensial-upside-48-rekomendasi-buy-untuk-WINS

BLOOMBERG: *TRANS MEDIA SAID TO SEEK UP TO 18 BANKS FOR $450 MILLION LOAN

IHSG Sesi I Ditutup Turun 1,4% Ikuti Asia. Net foreign sell Rp2,6 miliar
http://pasarmodal.inilah.com/read/detail/1598662/ihsg-sesi-i-ditutup-turun-14-ikuti-asia

Saham 'Kelas Berat' Ambruk, IHSG Terkapar 55 Poin 
http://www.detikfinance.com/read/2011/06/13/121046/1658928/6/saham-kelas-berat-ambruk-ihsg-terkapar-55-poin

Cermati Saham Dengan Aksi Korporasi Menarik
http://pasarmodal.inilah.com/read/detail/1598552/cermati-saham-dengan-aksi-korporasi-menarik

Saham Duta Graha Diakuisisi Asiariver
http://pasarmodal.inilah.com/read/detail/1598592/saham-duta-graha-diakuisisi-asiariver

TvOne Cs Bisa Raup Dana Rp 1,1 Triliun Dari IPO 
http://www.detikfinance.com/read/2011/06/13/121828/1658946/6/tvone-cs-bisa-raup-dana-rp-11-triliun-dari-ipo

EMTK Lakukan Penawaran Tender 1,47 Miliar Saham
http://pasarmodal.inilah.com/read/detail/1598542/emtk-lakukan-penawaran-tender-147-miliar-saham

Saham Metland Memikat 3 Private Equity Singapura
http://pasarmodal.inilah.com/read/detail/1598472/saham-metland-memikat-3-private-equity-singapura

Stok Malaysia melimpah, CPO mengalami koreksi terpanjang dalam dua tahun
http://investasi.kontan.co.id/v2/read/1307941575/70023/Stok-Malaysia-melimpah-CPO-mengalami-koreksi-terpanjang-dalam-dua-tahun

APOL Terbitkan Private Placement, Waran dan Notes
http://economy.okezone.com/read/2011/06/13/278/467518/apol-terbitkan-private-placement-waran-dan-notes

Gajah Tunggal & Sinar Mas Pastikan Mengglobal
http://economy.okezone.com/read/2011/06/12/278/467425/gajah-tunggal-sinar-mas-pastikan-mengglobal

Bumi Resources Minerals Naikkan Cadangan di 3 Wilayah
http://economy.okezone.com/read/2011/06/12/278/467369/bumi-resources-minerals-naikkan-cadangan-di-3-wilayah

BLOOMBERG: *BANK INDONESIA GOVERNOR DARMIN NASUTION SPOKE IN JAKARTA TODAY *RUPIAH TO EXTEND GAINS IN `LIMITED RANGE,' DARMIN NASUTION SAYS. *RUPIAH MAY AVERAGE 8,700 VS DOLLAR THIS YEAR, NASUTION SAYS. *RUPIAH 2012 AVERAGE MAY BE LOWER AS CAPITAL INFLOW MAY SLOW.

ANTM dapat pinjaman sindikasi senilai US$ 292,5 juta
http://investasi.kontan.co.id/v2/read/1307937731/70009/ANTM-dapat-pinjaman-sindikasi-senilai-US-2925-juta-

Metland mulai tawarkan saham perdana
http://investasi.kontan.co.id/v2/read/1307936503/70005/Metland-mulai-tawarkan-saham-perdana

DSFI jual aset untuk bayar utang bank
http://investasi.kontan.co.id/v2/read/1307932382/69993/DSFI-jual-aset-untuk-bayar-utang-bank-

Kelola Utang, UNSP harus Siapkan Dana Lebih
http://pasarmodal.inilah.com/read/detail/1597962/kelola-utang-unsp-harus-siapkan-dana-lebih

BLOOMBERG: *ANTAM GETS $292.5M LOAN FOR TAYAN ALUMINA PROJECT: PRESIDENT.  *ANTAM GETS LOAN FROM JBIC, MIZUHO, SUMITOMO, LOEBIS SAYS

Agenda 13 Juni 2011 Rups DPNS, Doid, ADHI, UNSP,
Cum Dev TLKM 295,84,  Cum Dev MEDC AS$0,00748, Cum Dev TBLA,  Cum Dev Panca Global Sec 8, cum bonus panca global sec 500:25 ,Cum Dev BUDI (4,63 atau 5,03 ?)

Bloomberg: Indonesia Rupiah Drops as ’Perfect Storm’ Hurts Global Growth
http://www.bloomberg.com/news/2011-06-13/indonesia-rupiah-drops-as-perfect-storm-hurts-global-growth.html

Gajah Tunggal, Medco, Sampoerna Agro: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-06-13/gajah-tunggal-medco-sampoerna-agro-indonesia-equity-preview.html

BLOOMBERG:*POSCO TO JOIN VENTURE TO DEVELOP INDONESIAN NICKEL MINE

Bloomberg: Indonesia's Pangestu Says Palm Oil Prices Have Peaked. Indonesia Can Grow at 8% With Better Infrastructure.

Bloomberg: Medco Energi Plans to Sell $150 Mln of Bonds, Prospectus Says

Bloomberg: Sampoerna Agro to Pay Final Dividend of 108 Rupiah a Share. *SAMPOERNA AGRO TO PAY FINAL DIV JULY 10, ACCORDING TO STATEMENT

BLOOMBERG: *VISI MEDIA TO SELL SHARES AT 100 RUPIAH EACH: PROSPECTUS. *VISI MEDIA TO SELL 2.3 BILLION SHARES IN IPO.  

BLOOMBERG: *BUKIT ASAM TO PAY FINAL DIV ON JULY 21, ACCORDING TO STATEMENT. *BUKIT ASAM TO PAY FINAL DIV OF 456.37 RUPIAH A SHARE

BLOOMBERG: *INDONESIA GOVT. ALLOCATING $50B-$60B FOR INFRASTRUCTURE

Bloomberg: Unilever Plans Fivefold Boost to China Business, Asia Chief Says

[Dow Jones] Indonesian shares may fall, weighed by a weaker IDR and declines in most regional markets after stocks in the U.S. fell Friday, traders say. They expect the main index to find support at 3750 after it ended down 0.5% at 3787.648 Friday. "We expect that bargain buying by local institutional funds may offset losses in the main index later in the session," says a trader with a local securities firm. Foreigners were net sellers of IDR119 billion worth of shares Friday. Heavyweight Telkom (TLKM.JK) and rival Indosat (ISAT.JK) may lead declines after their ADRs in NY Friday fell 0.2% and 0.9% respectively.

GJTL melipatgandakan investasi menjadi US$ 2 miliar
http://investasi.kontan.co.id/v2/read/1307920547/69969/GJTL-melipatgandakan-investasi-menjadi-US-2-miliar

MBAI tingkatkan produksi DOC sebesar 30% sepanjang 2011
http://investasi.kontan.co.id/v2/read/1307925047/69970/MBAI-tingkatkan-produksi-DOC-sebesar-30-sepanjang-2011

BORN berharap bisa jadi pemasok barubara KRAS
http://investasi.kontan.co.id/v2/read/1307758780/69943/BORN-berharap-bisa-jadi-pemasok-barubara-KRAS

IHSG dalam Bahaya, Pegang 'Cash' Saja!
http://pasarmodal.inilah.com/read/detail/1597062/ihsg-dalam-bahaya-pegang-cash-saja

Inilah Saham Pilihan Senin (13/6)
http://pasarmodal.inilah.com/read/detail/1596942/inilah-saham-pilihan-senin-136

PTBA ingin melebarkan sayap bisnis
http://investasi.kontan.co.id/v2/read/1307929630/69987/PTBA-ingin-melebarkan-sayap-bisnis

Ingin Tidur Tenang? Lepas Saham ADRO!
http://pasarmodal.inilah.com/read/detail/1597012/ingin-tidur-tenang-lepas-saham-adro

Pacific Asia Holdings Tambah Kepemilikan di LPPS?
http://www.detikfinance.com/read/2011/06/13/085106/1658687/1014/pacific-asia-holdings-tambah-kepemilikan-di-lpps

ANZ Insurance Dikabarkan Masuk AMAG
http://pasarmodal.inilah.com/read/detail/1597632/anz-insurance-dikabarkan-masuk-amag

Agustus, BRMS akan Tender Offer Saham BRMS
http://pasarmodal.inilah.com/read/detail/1597612/agustus-brms-akan-tender-offer-saham-brms

Maspion akan Beli Saham LMPI
http://pasarmodal.inilah.com/read/detail/1597662/maspion-akan-beli-saham-lmpi

IHSG Berada di Ambang Crash?
http://pasarmodal.inilah.com/read/detail/1597702/ihsg-berada-di-ambang-crash

Nippon Steel Naikkan Harga Baja Toyota
http://pasarmodal.inilah.com/read/detail/1597782/nippon-steel-naikkan-harga-baja-toyota

Summarecon Agung Catatkan PE Capai 32,61 Kali
http://pasarmodal.inilah.com/read/detail/1596992/summarecon-agung-catatkan-pe-capai-3261-kali

Trades of the Day...
Fundamentally:
CIMB berpendapat bahwa terlalu cepat untuk menerka apakah Fed akan memperpanjang program QE karena lemahnya data economy US, oposisi dari sejumlah gubernur Fed dan masalah politik. Fed ingin melihat melesetnya dual mandate mereka dan kembali munculnya deflasi sebelum memutuskan policy selanjutnya. Dengan inflasi dan unemployment yang meningkat bersamaan, policy ini menjadi kurang menarik. Fed akan melakukan: 1) adjust guidance untuk memundurkan timing untuk menaikan suku bunga, 2) menurunkan ekspektasi market kapan akan mengecilkan balance sheet. CIMB mempertahankan rating OUTPERFORM untuk Bumi Resources (BUMI) dengan target harga Rp4000 menggunakan metode NAV, atau 13.5x forward PER, sedikit diatas sector average namun sangat menarik dengan earning growth outlook. Vallar PLC, yang memiliki 25% saham BUMI, mengumumkan rencana reorganisasi dengan memindahkan 75% saham BRMS ke Vallar, ditukar dengan CB senilai $2.07bn. BUMI akan menggunakan dana ini untuk membayar hutang.

JAKARTA. PT Bakrie & Brothers Tbk (BNBR) tengah mencari pendanaan untuk berbagai proyeknya. Induk usaha dari berbagai bisnis Grup Bakrie saat ini tengah mempersiapkan infrastructure fund. BNBR tengah mempersiapkan satu keranjang investasi berisi berbagai proyek yang sedang atau akan dikerjakan perseroan ini. Keranjang investasi ini kemudian akan ditawarkan ke berbagai investor di luar negeri. "Infrastructure fund inilah yang nantinya akan membiayai proyek-proyek infrastruktur di BNBR,"kata Eddy Soeparno, Direktur Keuangan BNBR, kepada KONTAN, Rabu (8/6). Perusahaan milik Aburizal Bakrie ini akan memasukkan seluruh proyek dalam fund tersebut. Proyek-proyek tersebut dibagi dalam tiga kategori, yakni tier satu sampai tier tiga.

JAKARTA (Dow Jones)--German industrial gases group Linde AG (LIN.XE, LNEGY) is planning to invest 1 trillion Indonesian rupiah ($117 million) to build an air processing plant in Indonesia, a senior official said on Sunday.
Sanjiv Lamba, member of the group's executive board who oversees operations in the Asia Pacific region, told Dow Jones Newswires in an interview that it has signed a contract to supply gas to steelmaker Krakatau-Posco, a joint venture between Indonesia's Krakatau Steel (KRAS.JK) and South Korea's POSCO (PKX).

Stocks closed near session-lows Friday with the Dow falling below the 12,000-mark to finish lower for the sixth-consecutive week amid further signs of a global economic slowdown.

Dow.      11951.91. -172.45.  -1.42%
Nasdaq.  2643.73. -41.14.    -1.53%
S&P 500. 1270.98. -18.02.    -1.4%
FTSE.      5765.80. -90.54.    -1.55%
Dax.        7069.00.  -89.76.    -1.25%
CAC40.    3805.09.  -73.56.    -1.9%.  Oil.              99.29.  -2.64.      -2.59%
Gold.      1529.200 -13.500.  -0.88%
Rupiah.  8520
Euro.      1.4347

TLKM.  34.60. -0.03. -0.20%.Rp 7370
ISAT.    30.00. -0.28. -0.92% Rp 5112 Vallar.  1200.00. -2,50. -0,21%.
EIDO.  31.02.    -0.48. -1.52%

Timah.      25400.  -425.        -1.67%
Nickel.      22650.  -400.        -1.74%

CPOAgt 3239RM-48RM-1.46%$1064

Corn.        712.500.-1.500.    -0.21%
SoybeanOil.58.240. -0.550.    -0.94%
Wheat.      759.250.+14.250.+1.91%

Coal 10 Jun 119.35 vs.119.34(3 Jun)

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