Thursday, June 16, 2011

Laporan & Rumor Saham Indonesia 16-06 (Refresh) Belum Ada Indikasi Armagedon!!!

2nd session on JCI 16.06.11
@ 3,740.471 (-53.780pts) (-1.417%)
H: 3,793.975 ; L: 3,720.788
Value: 4.18 T (NG 522 B )
Volume: 257 M (NG 450 M )
Foreign Nett Sell: 166 B

5 most active stocks by value:
BUMI @ 3,150 (-3.82%)
BMRI @ 6,750 (-1.16%)
ASII @ 58,150 (-1.44%)
BBRI @ 6,150 (-3.91%)
TLKM @ 7,100 (-2.07%)

5 most active stocks by volume:
BNBR @ 70 (-1.41%)
DEWA @ 101 (-3.81%)
ENRG @ 189 (-2.07%)
ELTY @ 145 (-3.33%)
BUMI @ 3,150 (-3.82%)

5 most up:
SAIP @ 305 (+24.49%)
AKKU @ 180 (+12.50%)
RDTX @ 4,500 (+12.50%)
ASDM @ 400 (+6.67%)
LMSH @ 5,800 (+6.42%)

5 most down:
BCAP @ 415 (-24.55%)
HITS @ 235 (-12.96%)
MREI @ 550 (-8.33%)
SSTM @ 220 (-8.33%)
DSSA @ 14,800 (-7.50%)

5 Leading Movers:
SMGR @ 9,600 (+1.39%)
BYAN @ 19,800 (+0.77%)
EXCL @ 6,250 (+0.49%)
TPIA @ 3,900 (+0.35%)
ISAT @ 5,200 (+0.31%)

5 Lagging Movers:
BBRI @ 6,150 (-7.14%)
BMRI @ 6,750 (-5.40%)
ASII @ 58,150 (-4.02%)
TLKM @ 7,100 (-3.53%)
BUMI @ 3,150 (-3.03%)

Rgds,
Nadya Isnaeni Data administrator Research Dept BNI Securities

BLOOMBERG: *ENERGI MEGA PLANS TO REFINANCE UP TO $200MLN DEBT: PRESIDENT  - *ENERGI MEGA PLANS TO REFINANCE UP TO *ENERGI MEGA TO PLEDGE ASSETS TO REFINANCE DEBT, PRESIDENT SAYS *ENERGI MEGA TO REFINANCE DEBT DUE IN 2013, PRESIDENT SAYS

Ampun! IHSG Ditutup Anjlok 1,4% Jadi 3.740,47. Net foreign sell Rp170,6 miliar
http://pasarmodal.inilah.com/read/detail/1611672/ampun-ihsg-ditutup-anjlok-14-jadi-374047

Tahun Depan, Bank Sulselbar Kaji Rencana IPO
http://pasarmodal.inilah.com/read/detail/1610972/tahun-depan-bank-sulselbar-kaji-rencana-ipo

Investor asing ramai-ramai melepas BBRI, BMRI, dan ASII
http://investasi.kontan.co.id/v2/read/1308216219/70469/Investor-asing-ramai-ramai-melepas-BBRI-BMRI-dan-ASII

Bloomberg: Aneka Tambang Falls Most in Five Months as Nickel Price Drops

Saham-saham Bakrie-7 Anjlok Lebih dari 2%
http://pasarmodal.inilah.com/read/detail/1611392/saham-saham-bakrie-7-anjlok-lebih-dari-2

Analis: Likuiditas Saham Syariah Bermasalah
http://pasarmodal.inilah.com/read/detail/1611362/analis-likuiditas-saham-syariah-bermasalah

Beli Peralatan, Sidomulyo IPO 30% Saham
http://pasarmodal.inilah.com/read/detail/1611322/beli-peralatan-sidomulyo-ipo-30-saham

Fatwa Saham MUI Tak Bisa Pacu Segmen Baru Investor
http://pasarmodal.inilah.com/read/detail/1611222/fatwa-saham-mui-tak-bisa-pacu-segmen-baru-investor

JAKARTA. Kenaikan pendapatan menghantarkan PT Darma Henwa Tbk (DEWA) mampu mencetak laba bersih pada tiga bulan pertama di tahun ini. Keterbukaan informasi DEWA menyebutkan, perseroan mengantongi laba bersih senilai US$ 7,77 juta pada kuartal pertama 2011. Padahal, pada periode yang sama tahun lalu, perusahaan masih menderita rugi bersih senilai US$ 3,49 juta. Emiten yang bergerak di bisnis jasa pertambangan ini mampu mengantongi laba karena pendapatannya bertumbuh sebesar 55% menjadi US$ 69,32 juta. Kenaikan pendapatan itu disumbang oleh kenaikan produksi overburden sebesar 66%, dibandingkan periode sebelumnya.

Rencana penerbitan saham baru bikin saham SAIP terbang 24% lebih
http://investasi.kontan.co.id/v2/read/1308209655/70445/Rencana-penerbitan-saham-baru-bikin-saham-SAIP-terbang-24-lebih

Bank Swadesi akan bayar dividen Rp 23 per saham
http://investasi.kontan.co.id/v2/read/1308202611/70421/Bank-Swadesi-akan-bayar-dividen-Rp-23-per-saham

*DJ Kalbe Farma Started At Overweight, Target IDR4,000 By Morgan Stanley

1st session on JCI 16.06.11
@ 3,759.708 (-34.543pts) (-0.910%)
H: 3,793.975 ; L: 3,742.312
Value: 1.64 T (NG 241 B )
Volume: 2.05 B (NG 130 M )
Foreign Nett Buy: 56 B

5 most active stocks by value:
BUMI @ 3,175 (-3.05%)
ASII @ 58,850 (-0.25%)
BMRI @ 6,750 (-1.16%)
SMGR @ 9,550 (+1.60%)
UNTR @ 22,650 (-1.09%)

5 most active stocks by volume:
BNBR @ 70 (-1.41%)
ENRG @ 190 (-1.55%)
DEWA @ 102 (-2.86%)
ELTY @ 146 (-2.67%)
UNSP @ 420 (-3.45%)

5 most up:
SAIP @ 305 (+24.49%)
DPNS @ 590 (+11.32%)
LMSH @ 5,900 (+8.26%)
ATPK @ 150 (+7.14%)
MYTX @ 121 (+4.31%)

5 most down:
ASDM @ 330 (-12.00%)
CEKA @ 960 (-11.11%)
SMDM @ 122 (-10.29%)
TGKA @ 770 (-9.41%)
SSTM @ 220 (-8.33%)

5 Leading Movers:
BBCA @ 7,200 (+1.43%)
SMGR @ 9,550 (+1.04%)
BYAN @ 19,750 (+0.58%)
EXCL @ 6,250 (+0.49%)
TPIA @ 3,900 (+0.35%)

5 Lagging Movers:
BMRI @ 6,750 (-5.40%)
BUMI @ 3,175 (-2.43%)
GGRM @ 45,300 (-2.14%)
ADRO @ 2,350 (-1.87%)
BBRI @ 6,350 (-1.43%)

Rgds,
Nadya Isnaeni Data administrator Research Dept BNI Securities


IHSG Sesi I Melemah 0,9% Ikuti Bursa Asia dan AS. Net foreign buy Rp53,9 miliar
http://pasarmodal.inilah.com/read/detail/1610482/ihsg-sesi-i-melemah-09-ikuti-bursa-asia-dan-as


BLOOMBERG: *HMS BERGBAU SIGNS PACTS WITH LOCAL COAL PRODUCERS IN INDONESIA

Sesi Dua, Cermati Saham Bakrie dan Sektor Media
http://pasarmodal.inilah.com/read/detail/1610382/sesi-dua-cermati-saham-bakrie-dan-sektor-media

Marak Profit Taking, IHSG Jatuh 34 Poin
http://www.detikfinance.com/read/2011/06/16/120927/1661623/6/marak-profit-taking-ihsg-jatuh-34-poin

IPO, Indo Straits Tawarkan Harga Rp800-Rp950/Saham
http://pasarmodal.inilah.com/read/detail/1610102/ipo-indo-straits-tawarkan-harga-rp800-rp950saham

Bank Rakyat Indonesia, Medco, Timah: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-06-16/bank-rakyat-indonesia-medco-timah-indonesia-equity-preview.html

Saham Newmont Segera Mejeng di Bursa Semester II-2011 
http://www.detikfinance.com/read/2011/06/16/112605/1661591/6/saham-newmont-segera-mejeng-di-bursa-semester-ii-2011?f9911013

PT Minna Padi Investama Tbk akan melepas sebesar 300 juta saham atau 23,07% dari modal ditempatkan dan disetor penuh, dengan harga Rp395 per lembar saham. Rencana IPO Minna Padi itu diungkap dalam prospektus yang dirilis hari ini. Dengan begitu, dana segar yang bakal diraup oleh perseroan mencapai Rp118,5 miliar. Selain itu, perseroan juga menerbitkan 150 juta waran seri I secara cuma-cuma sebagai insentif bagi para pemegang saham. Setiap pemegang saham 2 saham baru perseroan berhak memperoleh 1 waran. Harga pelaksanaan waran sebesar Rp450 perwaran.(bisnis/ps)

To meet footsie 100 assets and market capitalization requirement of $20 billion, Vallar Plc (Bumi Plc) has to jack up shares of its units BRAU and Bumi Resources by at least 15%; whle BRMS at IDR850 is a price that would be consolidated and  stated in a report to report to the London Stock Exchange. Bumi Plc listing is in the fourth week of June.

Bukukan rugi bersih, saham BLTA tumbang 5,9%
http://investasi.kontan.co.id/v2/read/1308193778/70398/Bukukan-rugi-bersih-saham-BLTA-tumbang-59

Kinerja WIKA terangkat proyek non-konstruksi
http://investasi.kontan.co.id/v2/read/1308190221/70385/Kinerja-WIKA-terangkat-proyek-non-konstruksi

Kredit Macet Perbankan Meningkat Jadi Rp 33,7 Triliun 
http://www.detikfinance.com/read/2011/06/16/073244/1661365/5/kredit-macet-perbankan-meningkat-jadi-rp-337-triliun

Raih Kredit Sindikasi, SIPD Gencar Ekspansi
http://pasarmodal.inilah.com/read/detail/1609572/raih-kredit-sindikasi-sipd-gencar-ekspansi

Rencana refinancing utang bikin saham BNBR terjungkal 4,23%
http://investasi.kontan.co.id/v2/read/1308195322/70402/Rencana-refinancing-utang-bikin-saham-BNBR-terjungkal-423

 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

[Dow Jones] Indonesian shares may fall, tracking weak Asian markets after stocks in the U.S. fell Wednesday on concerns over Greece debt problems and the U.S. economic recovery, traders say. They expect the main index to find support at 3770 after it ended up 0.6% Wednesday at 3794.251. "The weaker rupiah should also add to selling pressure, but hopes that many companies will report strong first-half earnings may inspire bargain-buying," says a fund manager at a local asset management firm. Car maker Astra (ASII.JK) and Bank Rakyat (BBRI.JK) may lead falls on profit-taking after recent gains

UNSP: 430-500. First-half net profit could rise by 354% to exceed IDR450 billion  from IDR99 billion in the first half of 2010 due to higher sales and revenue contribution from recently acquired Dombamas group. For the full year of 2011, its net profit may exceed IDR1 trillion (EPS: IDR73). It is now trading at a p/e ratio of only 5.95X 2011 earnings, far below the industrial average p/e ratio of 14X. At that average, UNSP should be fairly valued at IDR1,025. Best buy is at any levels below IDR440

Bloomberg: Bakrie Plans to Refinance 4.7 Trillion of Debt, Daily Reports

Menu Hari Ini: Saham Unggulan dan Bakrie
http://pasarmodal.inilah.com/read/detail/1607942/menu-hari-ini-saham-unggulan-dan-bakrie

Inilah Rekomendasi Saham Kamis (16/6)
http://pasarmodal.inilah.com/read/detail/1607892/inilah-rekomendasi-saham-kamis-166

Investor Khawatir, IHSG Bergerak Terbatas
http://economy.okezone.com/read/2011/06/16/278/468941/investor-khawatir-ihsg-bergerak-terbatas

RUMOR PASAR
INILAH.COM, Jakarta - PT Citra Marga Nusaphala Persada Tbk (CMNP) akan membagikan dividen Rp60 per lembar. Saat ini valuasi saham perseroan termasuk murah 50% dibandingkan dengan saham PT Jasa Marga Tbk (JSMR). Pada perdagangan kemarin saham CMNP ditutup naik Rp1.170 dengan volume perdagangan mencapai 63.200 saham senilai Rp37,3 miliar sebanyak 921 kali transaksi.

INILAH.COM, Jakarta - PT Delta Dunia Makmur Tbk (DOID) dikabatkan melakukan placement saham di harga Rp1.100 melalui UBS Securities. Beberapa penjualnya seperti institusi asing mencapai 50 juta saham kepada China Investment Corporation (CIC)sebagai salah satu pemegang saham perseroan. Pada perdagangan kemarin saham DOID ditutup turun Rp20 ke Rp1.050 dengan volume perdagangan 31.793 saham senilai Rp16,8 miliar sebanyak 423 kali transaksi.

Target Harga ADRO di Level Rp2.675
http://pasarmodal.inilah.com/read/detail/1608802/target-harga-adro-di-level-rp2675

Wall Street dan Minyak Tekan Bursa Jepang
http://pasarmodal.inilah.com/read/detail/1609362/wall-street-dan-minyak-tekan-bursa-jepang

Rp4,7 T Utang BNBR Jatuh Tempo Januari 2012
http://pasarmodal.inilah.com/read/detail/1608242/rp47-t-utang-bnbr-jatuh-tempo-januari-2012

Menyusut sesaat, harga timah akan memanas di akhir tahun
http://investasi.kontan.co.id/v2/read/1308185368/70366/Menyusut-sesaat-harga-timah-akan-memanas-di-akhir-tahun

FAST akan buka hingga 30 gerai baru
http://investasi.kontan.co.id/v2/read/1308184900/70365/FAST-akan-buka-hingga-30-gerai-baru

MTDL mengembangkan bisnis distribusi
http://investasi.kontan.co.id/v2/read/1308183510/70363/MTDL-mengembangkan-bisnis-distribusi

Asian Stocks Slump as Greek Debt, U.S. Economy Concerns Deepen

Bloomberg: Astra Intl. Raised to Overweight at HSBC; PT 65,000 Rupiah.

Bloomberg: Sidomulyo Selaras Plans to Sell 284.4 Million Shares in IPO

Jasuindo Tiga Perkasa akan membagikan dividen tunai Rp140 per saham dengan Cum date pada 7 Juli 2011 dan recording date pada 12 Juli 2011. Pembayaran dividen akan dilakukan pada 26 Juli 2011.

Trades of the Day...
Fundamentally:
CIMB mempertahankan rating OUTPERFORM untuk Mitra Adiperkasa (MAPI) dengan target harga Rp4250 (dari sebelumnya Rp3800) berdasarkan metode DCF (WACC 12%). Penjualan 5M11 sebesar Rp2.1tr, +20% yoy dengan 10% SSG atau 38% dari FY11. Apabila momentum ini bisa dipertahankan, ada potensi upside dengan katalis tetap pada margin dan sales momentum CIMB mempertahankan rating OUTPERFORM untuk Berlian Laju Tanker (BLTA) dengan target harga Rp480 (dari sebelumnya Rp495) berdasarkan 20% discount to SOP. Rugi inti 4Q10 sebesar $50.9mn atau lebih tinggi dari prediksi kami laba $9.5mn sehingga rugi 2010 sebesar $75mn (vs angka kami rugi $15.1mn). Kami melihat alasannya karena kondisi yang sulit pada oil tanker market, dan memangkas prediksi kami untuk FY11-12. Kami tetap OUTPERFORM karena memprediksi chemical tanker rate akan membaik mulai 2012

[Dow Jones] The HSI is set to fall after Wall Street's losses on Wednesday, with Steven Leung, sales director at UOB KayHian tipping the index may test its year-to-date low of 22,123 (set March 17); The HSI ended down 0.7% at 22,343.77 Wednesday.

[Dow Jones] The Nikkei is off 1.0% at 9481.11 on concerns about a Greek default and the outlook for the U.S. economy following weaker-than-expected U.S. economic data.
Asian Stocks Slump as Greek Debt, U.S. Economy Concerns Deepen

[Dow Jones] China shares are likely to open lower, tracking weaker U.S. stocks Wednesday and the commodity sector may fall after global commodity prices dropped overnight, analysts say.

Thursday: Greece Could Keep Markets on Edge
http://www.cnbc.com/id/43418202

Nearly Half of US Thinks New Recession is Coming: Poll
http://www.cnbc.com/id/43412781

Cramer: 10% Correction Possible
http://www.cnbc.com/id/43411328/

Tim Seymour: Market is Starting to Price for Implosion
http://www.cnbc.com/id/43403176

The Stock Correction Is Over: No Double Dip. No Armageddon.
http://www.cnbc.com/id/43409200

No comments:

Post a Comment

Kalender Ekonomi & Event


Live Economic Calendar Powered by Forexpros - The Leading Financial Portal