2nd session on JCI 15.06.11
@ 3,794.251 (+20.978pts) (+0.556%)
H: 3,809.697 ; L: 3,773.365
Value: 3.60 T (NG 462 B )
Volume: 3.79 B (NG 305 M )
Foreign Nett Buy: 471 B
5 most active stocks by value:
BUMI @ 3,275 (-1.50%)
ASII @ 59,000 (+2.88%)
BBRI @ 6,400 (+1.59%)
BMRI @ 6,950 (0.00%)
UNTR @ 22,900 (+0.22%)
5 most active stocks by volume:
BNBR @ 71 (-4.05%)
ENRG @ 193 (-2.03%)
DEWA @ 105 (-2.78%)
ELTY @ 150 (-2.60%)
BUMI @ 3,275 (-1.50%)
5 most up:
EKAD @ 570 (+23.91%)
MTSM @ 1,500 (+20.00%)
RUIS @ 255 (+18.60%)
SAIP @ 245 (+16.67%)
MREI @ 600 (+11.11%)
5 most down:
OMRE @ 260 (-23.53%)
KONI @ 250 (-13.79%)
BABP @ 115 (-12.21%)
GSMF @ 76 (-10.59%)
SPMA @ 240 (-7.69%)
5 Leading Movers:
ASII @ 59,000 (+7.81%)
BBCA @ 7,150 (+4.28%)
BBRI @ 6,400 (+2.85%)
EXCL @ 6,200 (+1.99%)
BYAN @ 19,600 (+1.95%)
5 Lagging Movers:
BUMI @ 3,275 (-1.21%)
TLKM @ 7,250 (-1.18%)
ICBP @ 5,000 (-1.02%)
ADRO @ 2,400 (-0.93%)
BRMS @ 760 (-0.59%)
Rgds,
Nadya Isnaeni Data administrator Research Dept BNI Securities
Sentuh Resistance, IHSG Ditutup di Level 3.794. net foreign buy sebesar Rp471,8 miliar
http://pasarmodal.inilah.com/read/detail/1607412/sentuh-resistance-ihsg-ditutup-di-level-3794
IHSG Gagal Bertahan di Level 3.800
http://www.detikfinance.com/read/2011/06/15/161006/1660915/6/ihsg-gagal-bertahan-di-level-3800
Inilah 10 Top Foreign Sell Saham Rabu (15/6)
http://pasarmodal.inilah.com/read/detail/1607712/inilah-10-top-foreign-sell-saham-rabu-156
Inilah 10 Top Foreign Buy Saham Rabu (15/6)
http://pasarmodal.inilah.com/read/detail/1607672/inilah-10-top-foreign-buy-saham-rabu-156
Rp4,7 T Utang BNBR Jatuh Tempo Januari 2012
http://pasarmodal.inilah.com/read/detail/1608242/rp47-t-utang-bnbr-jatuh-tempo-januari-2012
Kimia Farma Bagi Dividen Rp5 per Saham
http://pasarmodal.inilah.com/read/detail/1607722/kimia-farma-bagi-dividen-rp5-per-saham
Tahun Ini, GDST Bidik Penjualan Baja Rp2,05 T
http://pasarmodal.inilah.com/read/detail/1608002/tahun-ini-gdst-bidik-penjualan-baja-rp205-t
Kimia Farma Fokuskan 3 Proyek di 2011
http://pasarmodal.inilah.com/read/detail/1608112/kimia-farma-fokuskan-3-proyek-di-2011
Sentimen AS Tergerus GWM China dan Yunani
http://pasarmodal.inilah.com/read/detail/1608222/sentimen-as-tergerus-gwm-china-dan-yunani
TKIM kuasai seluruh saham Sumalindo Hutani
http://investasi.kontan.co.id/v2/read/1308137090/70329/TKIM-kuasai-seluruh-saham-Sumalindo-Hutani
Jadi pengendali DGIK, Asiariver siap tender offer
http://investasi.kontan.co.id/v2/read/1308131567/70316/Jadi-pengendali-DGIK-Asiariver-siap-tender-offer
63% Aset Perbankan RI Dikuasai 10 Bank Besar
http://www.detikfinance.com/read/2011/06/15/175051/1661136/5/63-aset-perbankan-ri-dikuasai-10-bank-besar
Laba Bank Makin Kinclong
http://www.detikfinance.com/read/2011/06/15/172609/1661109/5/laba-bank-makin-kinclong
PT PP Tbk (PTPP) akan membagikan dividen Rp 14,56 per lembar saham, atau total Rp 70,35 miliar. Dividen tersebut setara dengan 35% dari total nilai laba bersih tahun buku 2010, senilai Rp 201 miliar. Keputusan dividen didasarkan atas RUPS Tahunan perseroan hari ini, di Jakarta, Rabu (15/6/2011).
*DJ Lanco Infratech: Looking To Buy Coal Mines In Australia, Indonesia, South A
BNBR mau invest $5 bio dalam tiga tahun mendatang untuk akuisisi dan business development
BNBR Tuntaskan Kuasi Reorganisasi Akhir 2011
http://pasarmodal.inilah.com/read/detail/1606822/bnbr-tuntaskan-kuasi-reorganisasi-akhir-2011
Bailout Yunani Gagal, Bursa Eropa Bakal Anjlok
http://pasarmodal.inilah.com/read/detail/1606522/bailout-yunani-gagal-bursa-eropa-bakal-anjlok
1st session on JCI 15.06.11
@ 3,802.721 (+29.448pts) (+0.780%)
H: 3,807.028 ; L: 3,773.365
Value: 1.57 T (NG 221 B )
Volume: 1.48 B (NG 68 M )
Foreign Nett Buy: 244 B
5 most active stocks by value:
ASII @ 58,950 (+2.79%)
BBRI @ 6,400 (+1.59%)
BMRI @ 7,000 (+0.72%)
BUMI @ 3,325 (0.00%)
UNTR @ 23,050 (+0.88%)
5 most active stocks by volume:
DEWA @ 110 (+1.85%)
ENRG @ 198 (+0.51%)
BNBR @ 74 (0.00%)
ELTY @ 155 (+0.65%)
TRAM @ 590 (+1.27%)
5 most up:
ASRM @ 2,725 (+19.78%)
RUIS @ 255 (+18.60%)
TRIM @ 102 (+10.87%)
EKAD @ 510 (+10.87%)
GPRA @ 124 (+9.73%)
5 most down:
ASDM @ 335 (-11.84%)
GSMF @ 76 (-10.59%)
SPMA @ 240 (-7.69%)
SHID @ 670 (-4.29%)
BRMS @ 750 (-3.85%)
5 Leading Movers:
ASII @ 58,950 (+7.57%)
BBCA @ 7,150 (+4.28%)
BBRI @ 6,400 (+2.85%)
GGRM @ 46,250 (+1.80%)
SMGR @ 9,450 (+1.73%)
5 Lagging Movers:
ADRO @ 2,375 (-1.87%)
BRMS @ 750 (-0.89%)
SMAR @ 6,800 (-0.67%)
TPIA @ 3,800 (-0.45%)
GIAA @ 520 (-0.26%)
Rgds,
Nadya Isnaeni Data administrator Research Dept BNI Securities
REMINDER::15 Juni 2011 Rups BCIP, Rups Schering Plough, ABDA, JECC, PANR, ALMI, Bank Bumi ARtha, Wico, Bank Windu Kencana, Inai, MITI, BFIN, Fastfood Indonesia, Rups KMI Wirw & Calde, MTDL , KAEF, PTPP, BNBR, INAI, Bank Pundi Indonesia, Panorama Transfortasi, Rigs, Destinasi Tirta, Cum Right KREN 1:4 (700), Cum Dev BMRI 120,5988, cum dev kabelindo murni 2
16 Juni 2011 Rups Rups SIPD, AKKU, CLPI, Trust Finance, Anta Express, Chandra Asri Petrochemical, ENRG, Hotel Sahid Jaya Cum Dev Lsip 61, igar 25, cum dev lsip 61, cum dev cpin 39,8
Asing 'Net Buy', IHSG Sesi I Naik 0,7%. Net foreign buy sebesar Rp244,08 miliar
http://pasarmodal.inilah.com/read/detail/1606272/asing-net-buy-ihsg-sesi-i-naik-07
IHSG Sudah Balik Lagi Level 3.800
http://www.detikfinance.com/read/2011/06/15/121108/1660675/6/ihsg-sudah-balik-lagi-level-3800
Sembilan sektor menghijau, IHSG reli 0,78% di sesi pagi
http://investasi.kontan.co.id/v2/read/1308115208/70272/Sembilan-sektor-menghijau-IHSG-reli-078-di-sesi-pagi
Sesi II, Pilih Saham yang Sudah Tembus Resistance
http://pasarmodal.inilah.com/read/detail/1606242/sesi-ii-pilih-saham-yang-sudah-tembus-resistance
Valuasi Murah, Target Price INDF Rp6.300
http://pasarmodal.inilah.com/read/detail/1606182/valuasi-murah-target-price-indf-rp6300
Saham Perdana Visi Media Asia Rp260-285/Lembar
http://pasarmodal.inilah.com/read/detail/1606072/saham-perdana-visi-media-asia-rp260-285lembar
*DJ Standard Chartered Keeps NT Dollar Medium-Term Rating At Overweight
*DJ Standard Chartered Cuts NT Dollar Short-Term Rating To Neutral Vs Overweigh
Gunawan Dianjaya Bidik Laba Rp 200 Miliar
http://www.detikfinance.com/read/2011/06/15/120857/1660670/6/gunawan-dianjaya-bidik-laba-rp-200-miliar
Bank Dunia: Indonesia akan tumbuh lebih cepat kedua setelah China
http://nasional.kontan.co.id/v2/read/1308112225/70265/Bank-Dunia-Indonesia-akan-tumbuh-lebih-cepat-kedua-setelah-China
Kinerja melambung, saham INTA mengalami kenaikan tertajam dalam tiga pekan
http://investasi.kontan.co.id/v2/read/1308107503/70248/Kinerja-melambung-saham-INTA-mengalami-kenaikan-tertajam-dalam-tiga-pekan
Harga timah melonjak, saham TINS bergerak kokoh pagi ini
http://investasi.kontan.co.id/v2/read/1308109154/70256/Harga-timah-melonjak-saham-TINS-bergerak-kokoh-pagi-ini
Bank Mutiara Berencana Terbitkan Subdebt 2012
http://economy.okezone.com/read/2011/06/15/278/468580/bank-mutiara-berencana-terbitkan-subdebt-2012
IPO, Indo Straits Lepas 18,18% Sahamnya
http://economy.okezone.com/read/2011/06/15/278/468503/ipo-indo-straits-lepas-18-18-sahamnya
PT Intraco Penta,Tbk.
Financial Highlights*) Ringkasan Laporan Keuangan*)
As of March 31, 2011 (Audited) Per31 Maret 2011 (Telah diaudit)
Billion Rupiah Q1-2011 Q1-2010 ΔYoY Rp Miliar
Income Statement Laba Rugi
Total Sales 730.0 340.3 114.5% Jumlah Penjualan
Operating Income 50.8 25.9 96.1% Laba Usaha
Net Income 34.9 13.2 164.4% Laba Bersih
Bloomberg: Surabaya Agung Plans to Issue New Shares in Debt-to-Equity Deal
Adhi Karya, Medco Energi, Timah: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-06-15/adhi-karya-medco-energi-timah-indonesia-equity-preview.html
Rekomendasi dari harian Kontan:
http://investasi.kontan.co.id/v2/rekomendasi
RUMOR PASAR:
INILAH.COM, Jakarta - Salah satu pelaku pasar menyebutkan bahwa dalam waktu dekat Pacific Asia Holdings sebagai pemegang saham mayoritas Lippo Securities (LPPS), akan menambah porsi kepemilikannya melalui transaksi Tender Offer. Dengan penambahan porsi kepemilikan, Pacific Asia Holdings diproyeksikan akan memiliki sekitar 60% saham LPPS dan berencana mengucurkan dana investasi untuk pengembangan usaha. Dikabarkan harga tender offer itu akan dilakukan pada harga Rp 150. Tahun ini, rencana ekspansi LPPS meliputi penambahan beberapa cabang dan gerai di beberapa kota besar di Indonesia, serta peningkatan sistem IT untuk seluruh cabang. Mengenai proyeksi peningkatan pendapatan tahun ini, pelaku pasar itu optimis menetapkan angka di level 18-20%. Pada perdagangan Jumat (10/6), LPPS ditutup di level Rp89 per lembar saham, atau naik 10 poin (12,66%). Emiten ini diperdagangkan sebesar 15.66 juta lembar saham dengan nilai Rp1.32 miliar. [ast]
INILAH.COM, Jakarta - PT Perdana Karya Perkasa Tbk (PKPK) dikabarkan akan menggandeng perusahaan pengeboran multinasional untuk ekspansi perseroan. Tahun ini, perseroan dikabarkan akan masuk bisnis migas. Dalam waktu dekat saham perseroan akan menuju level Rp300-400 per saham. Saham perseroan kemarin ditutup naik Rp2 ke Rp160 dengan volume 3.511 saham senilai Rp277,5 juta saham senilai 149 kali transaksi.
INILAH.COM, Jakarta - PT Cpitalinc Investment Tbk (MTFN) disebut-sebut akan mengakuisisi perusahaan migas dalam waktu dekat. Selain itu dengan akuisisi ini akan melakukan backdoor listing menjadi perusahaan migas. Pada perdagangan kemarin saham MTFN stagnan di 1.120.
BTON Tambah Mesin Baru Berkekuatan 15 Rb Ton/Tahun
http://pasarmodal.inilah.com/read/detail/1605782/bton-tambah-mesin-baru-berkekuatan-15-rb-tontahun
Asing Bertahan, IHSG Rabu Pagi Dibuka Naik 0,5%
http://pasarmodal.inilah.com/read/detail/1605682/asing-bertahan-ihsg-rabu-pagi-dibuka-naik-05
Bagi Dividen, ANTM di Area Beli
http://pasarmodal.inilah.com/read/detail/1605592/bagi-dividen-antm-di-area-beli
BUMI Segera Balik Arah Menguat
http://pasarmodal.inilah.com/read/detail/1604872/bumi-segera-balik-arah-menguat
Medco Tegaskan Tetap Jalankan Proyek PLTP Sarulla
http://pasarmodal.inilah.com/read/detail/1604392/medco-tegaskan-tetap-jalankan-proyek-pltp-sarulla
Inilah Rekomendasi Saham Rabu (15/6)
http://pasarmodal.inilah.com/read/detail/1604212/inilah-rekomendasi-saham-rabu-156
Indo Straits Catatkan 18,18% Saham di BEI 12 Juli
http://www.detikfinance.com/read/2011/06/15/094325/1660519/6/indo-straits-catatkan-1818-saham-di-bei-12-juli
DJ Kangaroo Resources Shares Rally After Completing Coal Project Buy
MELBOURNE (Dow Jones)--Shares in Australian coal producer Kangaroo Resources Ltd. (KRL.AU) rallied Wednesday after the company this week completed a deal to acquire a coal project in Indonesia for A$277 million. Kangaroo's shareholders voted in favor of the acquisition of the Pakar project from PT Bayan Resources Tbk (BYAN.JK), which will see Kangaroo issue 2.31 billion new shares to Bayan in exchange for the project. Following the transaction, Bayan will have a controlling stake of roughly 56% in Kangaroo. At 0216 GMT, Kangaroo's shares were trading 19% higher at 19 Australian cents to give it a market capitalization of about A$181 million.
Bloomberg;Intraco Gains Most in Three Weeks as First-Quarter Profit Jumps
Bloomberg: Indo Straits Plans to Offer 100 Million Shares in IPO
Bloomberg: Adhi Karya Declares Final Dividend of 32.35 Rupiah a Share
Bloomberg: Indonesia’s Indika to Boost Coal Mining Capacity: WSJ lINK
Fundamentally:
CIMB mempertahankan rating OUTPERFORM untuk Mayora Indah (MYOR) dengan target harga Rp17400 berdasarkan 1x PE growth dari sebelumnya 14x market PER dengan potensi yang sangat baik pada FY13. Rencana capex Rp2tr dibawah kendali generasi kedua memiliki target yang tinggi untuk 3 tahun kedepan, dengan penjualan ditargetkan double apabila mampu mempertahankan current asset turnover. Kenaikan ASP pada Apr/May memberi alasan bagi rating upgrade kami.
China PBOC mengumumkan kenaikan 50bp RRR ke 21.5% untuk mengendalikan ekspektasi inflasi. GDP 2011 tetap dipertahankan di 9.2% namun kekhawatiran akan hard landing di China seperti dibesar-besarkan. Inflasi diprediksi akan mencapai puncaknya apda 3Q11, dan RRR diprediksi akan mencapai 22% dengan China bank
Sebanyak 16 bank local dan internasional mengucurkan dana hingga US$ 600 juta kepada Newmont Nusa Tenggara. Fasilitas pinjaman tersebut akan digunakan untuk membiayai kegiatan penambangan emas dan tembaga di NTB. Dalam sindikasi tersebut, Bank Mandiri bersama BNP Paribas bertindak sebagai
Mandated Lead Arranger. Untuk sundikasi ini, Mandiri mengucurkan US$ 200 juta. -Investor Daily
Goldman Sachs: BUMI Sell TP Rp 2850 --- News
On june 10, Vallar Plc annouced its intention to acquire 75% of Bumi Resources Minerals from Bumi Resources at Rp850/share for a consideration of US$2.07 bn by issuing Convertible Bonds in Vallar’s proposed new parent company Bumi Plc. The CBs will carry a coupon os 2% and will mature in 2017. The 3Q2011. Per the announcement. BRM consist of a portofolio of mining assets (lead, zinc, gold, copper, iron ore) of wich Newmont Nusa Tenggara is the main cash generating asset
In our view, the proposed CB issuance is a “related party” debt with a potensial cross-holding structure, if converted into equity (Vallar currently owns a 25% stake in Bumi). We also note that the cash coupon on the CB of 2% is significanly lower compared to the cash flow on NNT. We estimate that Bumi could lose US$226mn of pre-tax cash-flow in 2012E from NNT, while it may earn only US$41mn p.a. of cash coupon on the proposed CB. Overall, we believe the proposed transaction could dilute Bumi’s 2011E/12E/13E EPS by 17%/18%/28% (full year impact), while 2012E CROCI could be reduced from 17.4% to 16.2% on lower cash inflow from NNT.
Tx, Nikhil (Goldman Sachs)
Against book value of $1.5 bn on Bumi books for BRMS we can receive cash equivalent (through liquid CB's of plc) for $2.07 bn.12% BRMS is still retained by Bumi (value $300 m+) and Bumi denconsolidates BRMS (eliminates debt as well).Future funding of BRMS through London possibly cheaper route. Bumi now focuses on coal, raising its dominance and deleveragiing targetting offset of CIC loan via the listed CB's - expected issue late Q3'11. Difficult to forecast pre event who will take the CB's - but certainly they would be liquid and easily monetized.
Regards,
Dileep
No comments:
Post a Comment