Monday, June 20, 2011

Laporan & Rumor Saham Indonesia 20-06 (Refresh)

2nd session on JCI 20.06.11
@ 3,729.122 (+6.819pts) (+0.183%)
H: 3,751.751 ; L: 3,710.816
Value: 3.21 T (NG 732 B )
Volume: 3.73 B (NG 1.03 B )
Foreign Nett Sell: 40 B

5 most active stocks by value:
BUMI @ 2,975 (-2.46%)
ASII @ 58,450 (+0.26%)
BMRI @ 6,850 (+0.74%)
SMGR @ 9,650 (+1.58%)
BBRI @ 6,250 (+0.81%)

5 most active stocks by volume:
ELTY @ 139 (-1.42%)
ENRG @ 191 (-1.55%)
BNBR @ 65 (-2.99%)
DEWA @ 100 (-2.91%)
BUMI @ 2,975 (-2.46%)

5 most up:
PSDN @ 99 (+32.00%)
PEGE @ 235 (+11.90%)
TOTO @ 42,000 (+10.53%)
ASBI @ 295 (+9.26%)
CSAP @ 182 (+7.69%)

5 most down:
AKKU @ 210 (-10.64%)
BUVA @ 610 (-8.96%)
JECC @ 460 (-8.00%)
ASRM @ 2,425 (-7.62%)
AMAG @ 210 (-6.67%)

5 Leading Movers:
BYAN @ 21,100 (+3.51%)
TLKM @ 6,950 (+2.36%)
GGRM @ 45,300 (+2.25%)
INDF @ 5,350 (+1.54%)
BBRI @ 6,250 (+1.43%)

5 Lagging Movers:
BUMI @ 2,975 (-1.82%)
INTP @ 16,550 (-1.51%)
BNII @ 530 (-1.30%)
EXCL @ 6,200 (-0.99%)
INDY @ 3,675 (-0.91%)
Rgds,
Nadya Isnaeni Data administrator Research Dept BNI Securities

BLOOMBERG: INDONESIA'S MAY CAR SALES 61,055 UNITS VS 60,520 A YEAR EARLIER. INDONESIA'S MAY CAR SALES 61,055 UNITS VS 60,520 A YEAR EARLIER

BLOOMBERG: *SUNCHIRIN TO BUY INDONESIAN INDUSTRIAL LAND FOR $3.3 MILLION

Technical Rebound, IHSG Ditutup Naik 0,18%. Net foreign sell sebesar Rp41,21 miliar
http://pasarmodal.inilah.com/read/detail/1622592/technical-rebound-ihsg-ditutup-naik-018

Bursa Eropa Berjatuhan, IHSG Bertahan Naik 6 Poin 
http://www.detikfinance.com/read/2011/06/20/160934/1664394/6/bursa-eropa-berjatuhan-ihsg-bertahan-naik-6-poin

Inilah 10 Top Foreign Buy Saham Senin (20/6)
http://pasarmodal.inilah.com/read/detail/1622652/inilah-10-top-foreign-buy-saham-senin-206

Inilah 10 Top Foreign Sell Saham Senin (20/6)
http://pasarmodal.inilah.com/read/detail/1622742/inilah-10-top-foreign-sell-saham-senin-206

Saham BUVA Teraktif Diperdagangkan Senin (20/6)
http://pasarmodal.inilah.com/read/detail/1622682/saham-buva-teraktif-diperdagangkan-senin-206

Harga timah terkoreksi, TINS sempat tumbang ke level terendah sembilan bulan
http://investasi.kontan.co.id/v2/read/1308562024/70734/Harga-timah-terkoreksi-TINS-sempat-tumbang-ke-level-terendah-sembilan-bulan

Dana Asing ke RI Mulai Surut, Paling Banyak Mengalir ke SBN 
http://www.detikfinance.com/read/2011/06/20/160207/1664382/5/dana-asing-ke-ri-mulai-surut-paling-banyak-mengalir-ke-sbn

PTBA Bidik Pendapatan Rp 11 Triliun 
http://www.detikfinance.com/read/2011/06/20/154027/1664352/6/ptba-bidik-pendapatan-rp-11-triliun

BLOOMBERG: *BUKIT ASAM TARGETS 2011 REVENUE 11T RUPIAH VS 7.9T RUPIAH 2010. *BUKIT ASAM TARGETS 2011 PROFIT MORE THAN 3T RUPIAH VS 2T RUPIAH. *BUKIT ASAM TARGETS 2011 SALES VOLUME 17M TONS VS. 2010 12.9M T. *BUKIT ASAM TARGETS 2011 COAL OUTPUT 16.5M TONS VS 2010 12.5M T.

*DJ Indocement Downgraded To Hold From Buy By Deutsche Bank

TOWR dapat restu pemegang saham ambil utang maksimal US$ 1,5 miliar
http://investasi.kontan.co.id/v2/read/1308558131/70722/TOWR-dapat-restu-pemegang-saham-ambil-utang-maksimal-US-15-miliar-

5 Emiten Bernasib 'Sial' Saat Listing Perdana
http://pasarmodal.inilah.com/read/detail/1621392/5-emiten-bernasib-sial-saat-listing-perdana

Lokal Pertahankan IHSG Sesi I Ditutup Positif. Net foreign sell Rp110,1 miliar
http://pasarmodal.inilah.com/read/detail/1621612/lokal-pertahankan-ihsg-sesi-i-ditutup-positif

Investor Lokal Akumulasi Saham, IHSG Melaju 15 Poin
http://www.detikfinance.com/read/2011/06/20/120726/1663826/6/investor-lokal-akumulasi-saham-ihsg-melaju-15-poin

Penguatan Berlanjut, Inilah Pilihan Saham Sesi Dua
http://pasarmodal.inilah.com/read/detail/1621422/penguatan-berlanjut-inilah-pilihan-saham-sesi-dua

IHSG Pekan Ini Rebound Menuju 3.800
http://pasarmodal.inilah.com/read/detail/1621572/ihsg-pekan-ini-rebound-menuju-3800

Duta Anggada Garap Proyek di Atas Rp500 Miliar
http://pasarmodal.inilah.com/read/detail/1621992/duta-anggada-garap-proyek-di-atas-rp500-miliar

Harga Rights Issue Indomobil Rp8.000 per Saham
http://pasarmodal.inilah.com/read/detail/1620752/harga-rights-issue-indomobil-rp8000-per-saham

Bloomberg: Standard Chartered May Bid for Indonesia Islamic Lender: Reuters

Bloomberg: Indofood Gains Most in 11 Weeks as Russia to Export Grain

Saham ADRO melenggang ke level tertinggi dalam dua minggu terakhir
http://investasi.kontan.co.id/v2/read/1308542980/70691/Saham-ADRO-melenggang-ke-level-tertinggi-dalam-dua-minggu-terakhir

Setelah diperdagangkan kembali, saham SAIP jatuh 3,28%
http://investasi.kontan.co.id/v2/read/1308541596/70682/Setelah-diperdagangkan-kembali-saham-SAIP-jatuh-328

Sesaat setelah listing, MTLA merosot 70 poin ke Rp 190 per saham
http://investasi.kontan.co.id/v2/read/1308537976/70671/Sesaat-setelah-listing-MTLA-merosot-70-poin-ke-Rp-190-per-saham

Sierad Produce Raup Pinjaman Rp100 Miliar
http://pasarmodal.inilah.com/read/detail/1621062/sierad-produce-raup-pinjaman-rp100-miliar

IHSG Pekan Ini: Tak Ada Rekomendasi Positif
http://pasarmodal.inilah.com/read/detail/1619842/ihsg-pekan-ini-tak-ada-rekomendasi-positif

PT Bank Permata Tbk (BNLI) menambah nilai (upsize) obligasi subordinasi alias subdebt menjadi Rp 1,75 triliun, dari sebelumnya hanya Rp 1 triliun. Bunga obligasi ini ditetapkan 11%.

ADMG MAY GIVE IDR30/SHARE INTERIM DIVIDEND FROM 1Q NET PROFIT

Bloomberg: Telkom Indonesia Cut to 'Neutral' at JPMorgan

Bloomberg: Adaro Gains Most in 2 Weeks After Winning Negotiation Rights

Deutsche Bank menaikkan TP baru ASII menjadi Rp 80.500 dan mempertahankan Buy Call ASII.

Bloomberg: Ace Hardware Indonesia To Raised to 'Outperform' at CIMB

Coal producers: PT Indika Energy (INDY IJ), the nation’s third-largest coal producer, declined 1.3 percent to 3,825 rupiah. PT Bumi Resources (BUMI IJ), Asia’s biggest exporter of power-station coal, slumped 3.2 percent to 3,050 rupiah.

Power-station coal prices at Australia’s Newcastle port, an Asian benchmark, fell 0.1 percent to $119.19 a metric ton in the week ended June 17, according to the globalCOAL NEWC Index.

PT Mayora Indah (MYOR IJ): The biscuit and candies maker received 950 billion rupiah of loans from PT Bank Central Asia, PT Bank Mizuho Indonesia and Australia & New Zealand Banking Group Ltd. to help fund expansion, Investor Daily Indonesia reported, citing Mayora Finance Director Indah Hendrik Polisar. The loans, which are due to mature in 2018, will pay interest of 1.5 percent to 2 percent more than the London interbank offered rate, the report said. Mayora slipped 0.4 percent to 12,900 rupiah.  (Bloomberg)

Krisis Yunani Mulai Mereda, IHSG Siap Menguat Lagi 
http://www.detikfinance.com/read/2011/06/20/072553/1663572/6/krisis-yunani-mulai-mereda-ihsg-siap-menguat-lagi

PROYEKSI IHSG & RUPIAH
IHSG menanti kabar baik
http://investasi.kontan.co.id/v2/read/1308529800/70653/IHSG-menanti-kabar-baik

Pelemahan Masih Hantui IHSG
http://economy.okezone.com/read/2011/06/20/278/470183/pelemahan-masih-hantui-ihsg

Belanja saham apa hari ini?
http://www.bisnis.com/market/saham/27929-belanja-saham-apa-hari-ini

Inilah Saham Pilihan Senin (20/6/2011)
http://pasarmodal.inilah.com/read/detail/1619812/inilah-saham-pilihan-senin-2062011

Listing Perdana, Asing Minati MetLand
http://pasarmodal.inilah.com/read/detail/1617692/listing-perdana-asing-minati-metland

Rencana Akuisisi, Cermati Saham ARTI
http://pasarmodal.inilah.com/read/detail/1620572/rencana-akuisisi-cermati-saham-arti

Pagi Ini, Metropolitan Land Melantai di Bursa
http://economy.okezone.com/read/2011/06/20/278/470193/pagi-ini-metropolitan-land-melantai-di-bursa

Mampu Raih Laba, INTA Cukup Prospektif
http://pasarmodal.inilah.com/read/detail/1619882/mampu-raih-laba-inta-cukup-prospektif

Saham BUMI Tak Dianjurkan untuk Spekulasi
http://pasarmodal.inilah.com/read/detail/1619802/saham-bumi-tak-dianjurkan-untuk-spekulasi

Susahnya IHSG Menembus Level "Keramat" di 4.000
http://pasarmodal.inilah.com/read/detail/1619272/susahnya-ihsg-menembus-level-keramat-di-4000

Hapus defisit, KBLM berencana kuasi reorganisasi
http://investasi.kontan.co.id/v2/read/1308531000/70655/Hapus-defisit-KBLM-berencana-kuasi-reorganisasi

Tambah kapasitas produksi, MYOR bidik penjualan naik
http://investasi.kontan.co.id/v2/read/1308528600/70650/Tambah-kapasitas-produksi-MYOR-bidik-penjualan-naik

Agenda berikut diramal bakal mempengaruhi pasar Asia hari ini
http://investasi.kontan.co.id/v2/read/1308528156/70648/Agenda-berikut-diramal-bakal-mempengaruhi-pasar-Asia-hari-ini

Oleokimia jadi bisnis inti UNSP tahun depan
http://investasi.kontan.co.id/v2/read/1308528000/70649/Oleokimia-jadi-bisnis-inti-UNSP-tahun-depan

Penjualan turun, laba bersih MPPA tergerus 49% di kuartal pertama
http://investasi.kontan.co.id/v2/read/1308478919/70634/Penjualan-turun-laba-bersih-MPPA-tergerus-49-di-kuartal-pertama

Rusia Bakal Kucuri RI Dana USD6 Miliar
http://economy.okezone.com/read/2011/06/20/20/470191/rusia-bakal-kucuri-ri-dana-usd6-miliar

Next six months bad, but bottomfish for better 2012 - by Raymond Yap CFA / John Tang

Our previous expectations of a mild rate correction in 2011, followed by very good years in 2012-13, have been proven wrong as the bitter reality is that the economic fundamentals for container shipping are not as rosy as we predicted. As such, we are reversing our Overweight sector rating to a TRADING SELL. We downgrade both NOL and CSCL from Outperforms to Trading Sell as we now expect both stocks to turn in losses in FY11 instead of profits. FY12-13 EPS forecasts are chopped by 21-85% while target prices are reduced by half. Steep consensus downgrades are likely and will act as a de-rating catalyst. We recommend switching to SITC which remains an Outperform.

Trades of the Day...
Fundamentally:
CIMB mempertahankan rating OUTPERFORM untuk Ace Hardware (ACES) dengan target harga Rp3700 (dari Rp2900) berdasarkan DCF (WACC 12%, LTG 7%). Penjualan May11 naik 38% yoy ke Rp789bn dengan 12% SSG. Gross margin bertahan di 43% karena 1) economies of scale, 2) penawaran produk milik ACES, 3) apresiasi Rupiah. Kami menaikan earning 3-10% dengan membuka 2 toko baru dengan menaikan prediksi SSG dari 6 ke 8%

Stocks finished mixed for the week amid thin, choppy trading, but the Dow and S&P snapped a six-week losing streak, boosted by news a bailout for Greece may be near. However, gains were limited as investors were worried over the continuing economic weakness.

Dow.      12004.36. +42.84.  +0.36%
Nasdaq.  2616.48.  -7.22.    -0.28%
S&P 500. 1271.50. +3.86.    +0.30%
FTSE.      5714.94.+16.13.  +0.28%
Dax.        7164.05. +58.85.  +0.76%
CAC40.    3823.74.  +31.43.  +0.83%.  Oil.              93.01.  -1.94.    -2.04%
Gold.      1539.100. +9.200. +0.60%
Rupiah.  8580
Euro.      1.4301

TLKM.  32.35. -0.58. -1.76%. Rp 6918
ISAT.    30.34.+0.16.+1.53%.Rp 5206 Vallar.  1183.00.-19,00. -1,58%.
EIDO.  30.62.  +0.12.  +0.39%

Timah.      25000. +150.      +0.60%
Nickel.      21570.  -80.          -0.37%

CPOAgt3198RM+5RM+0.16%$1053
Corn.        660.000.+7.000. +1.07%
SoybeanOil.57.260. -0.390.  -0.68%
Wheat.      708.000 -0.250.  -0.04%

Coal 17 Jun 119.19 vs.119.35(10 Jun)

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