Thursday, June 23, 2011

Laporan & Rumor Saham Indonesia 23-06 (Refresh)

2nd session on JCI 23.06.11
@ 3,823.650 (+1.818pts) (+0.048%)
H: 3,829.627 ; L: 3,801.700
Value: 3.81 T (NG 934 B )
Volume: 1.68 B (NG 2.72 B )
Foreign Nett Buy: 696 B

5 most active stocks by value:
ASII @ 60,800 (+1.33%)
BUMI @ 3,200 (0.00%)
BBRI @ 6,350 (0.00%)
BMRI @ 7,000 (-0.71%)
ENRG @ 215 (+2.38%)

5 most active stocks by volume:
ENRG @ 215 (+2.38%)
BNBR @ 70 (-1.41%)
ELTY @ 149 (+0.68%)
DEWA @ 106 (-1.85%)
LPKR @ 660 (0.00%)

5 most up:
KAEF @ 255 (+24.39%)
EKAD @ 520 (+23.81%)
ADMG @ 620 (+21.57%)
INAF @ 96 (+17.07%)
PYFA @ 205 (+14.53%)

5 most down:
CENT @ 121 (-13.57%)
ASDM @ 375 (-8.54%)
ESTI @ 110 (-8.33%)
PEGE @ 255 (-7.27%)
GTBO @ 126 (-6.67%)

5 Leading Movers:
ASII @ 60,800 (+3.78%)
BBCA @ 7,400 (+2.85%)
BDMN @ 6,000 (+0.97%)
ICBP @ 5,400 (+0.68%)
TBIG @ 2,400 (+0.53%)

5 Lagging Movers:
EXCL @ 6,100 (-1.49%)
BMRI @ 7,000 (-1.35%)
ADRO @ 2,350 (-0.93%)
SMGR @ 9,550 (-0.69%)
PTBA @ 20,500 (-0.67%)

Rgds, Nadya IsnaeniData administrator Research Dept BNI Securities

Sektor Industri Dasar Topang IHSG Naik Tipis. Net foreign buy Rp696,33 miliar
http://pasarmodal.inilah.com/read/detail/1634542/sektor-industri-dasar-topang-ihsg-naik-tipis

Dana Asing Mengalir Masuk, IHSG Cuma Naik 1 Poin 
http://finance.detik.com/read/2011/06/23/160812/1667092/6/dana-asing-mengalir-masuk-ihsg-cuma-naik-1-poin

CMNP Rencana Lunasi Utang Rp25 M Tahun Ini
http://pasarmodal.inilah.com/read/detail/1634432/cmnp-rencana-lunasi-utang-rp25-m-tahun-ini

Penjualan naik, laba bersih ADES melejit 94% di akhir 2010
http://investasi.kontan.co.id/v2/read/1308819930/71089/Penjualan-naik-laba-bersih-ADES-melejit-94-di-akhir-2010-

Jakarta (ANTARA News ) - Lembaga Pemeringkat Efek Indonesia (Pefindo) menaikkan peringkat PT Japfa Comfeed Indonesia Tbk (JPFA) dan obligasi I/2007 menjadi A dari sebelumnya A minus. Sedangkan prospek untuk peringkat perusahaan adalah stabil.

LAUTAN LUAS 1H NET PROFIT MAY RISE BY 144% TO IDR110 BILLION FROM IDR 45 BILLION IN 1H 2010 ON HIGHER SALES AND DECLINES IN COST OF OPERATIONS.

JAKARTA (Dow Jones)--PT Telekomunikasi Indonesia (TLKM.JK) plans to select a   financial advisor for its plan to buy the remaining stake that it doesn't own in PT Telkomsel from Singapore Telecommunication, Telkom Chief Executive Rinaldi Firmansyah told reporters Thursday.

ADMG IN TALKS WITH DOW CHEMICAL FOR A STAKE SELL

Kecewa Hasil Fed, Bursa Eropa Melemah Kamis Pagi
http://pasarmodal.inilah.com/read/detail/1634152/kecewa-hasil-fed-bursa-eropa-melemah-kamis-pagi

Konsumsi obat domestik diprediksi naik, KAEF dan INAF melesat tajam
http://investasi.kontan.co.id/v2/read/1308817947/71086/Konsumsi-obat-domestik-diprediksi-naik-KAEF-dan-INAF-melesat-tajam

Bloomberg: Timah Expects Tin Price to Trade at $23,000-$27,000 in 2nd Half 

Timah Setor Dividen Rp 473 Miliar
http://finance.detik.com/read/2011/06/23/135003/1666899/6/timah-setor-dividen-rp-473-miliar

Indosat Lunasi Pokok dan Bunga Obligasi Rp 1,13 Triliun 
http://finance.detik.com/read/2011/06/23/132736/1666872/6/indosat-lunasi-pokok-dan-bunga-obligasi-rp-113-triliun

Laba bersih IPOL tumbuh 83% menjadi Rp 170 miliar di tahun lalu
http://investasi.kontan.co.id/v2/read/1308812245/71071/Laba-bersih-IPOL-tumbuh-83-menjadi-Rp-170-miliar-di-tahun-lalu

24 Juni 2011 Rups GGRM, RDTX, PSDN, INKP, TKIM, CNKO, RBMS, AMFG, ULTJ, BSIM, BRNA, Bukit Uluwatu, Equity Development, SKYB, BMSR , SMMA, PWON, META, ISAT, Bank Kesawan, CMPP, RICY, Panasia Indosyntex, fortune Indonesia, TMPI, AIMS, ENRG, Indonesia Prima,  AMFG, Fortune Indonesia Cum Reverse Stock Lpps 2:1 Cum Right BVIC 200:85,  Cum Dev BYAN 80

27 Juni 2011 Rups Akhir Penawaran Tender Offer DYNA (4500), Rups BUMI, SONA, PGAS, RODA, Modern land Realty, Yule, Mami, TMPI, HD Finance, LPPS, TIFICO Fiber, BBNP, CTBN, mulai buy back TLKM, Cum Dev UNVR 344,  Cum dev LTLS 34,  Cum Dev KLBF 70,  Cum Dev BISI 10, Cum Dev GZCO 9,6,  Cum Dev KRAS 6, Cum dev SCMA 35, Cum Dev SCMA 225, Cum Dev Tembaga Mulia Semanan 100

28 Juni 2011 Rups DGIK, Kedaung Indah, Bank Windu Kencana,Radian Utama Interinsco, Central Online, JKSW, STTP, Sumi Indo Kabel, Saip, Central Omega, TRIL, ATPK Resources, Apol, Asdm, Indopoly swakarsa, Dayaindo resources, IDKM, Perdana Gapura Prima, ARTI, Perdana Gapura Prima, Leo Investmen, Garda Tujuh Buana, SMGR, BUMI, INDR, Dana supra,  Apol, Asdm Cum Dev SMRA 10
30 Juni 2011 Rups Pembangunan Graha Lestari, Mitra International Resources, Onix Capital, Lmas, Nisp, Lami, Tmas, PKPK, golden retailindo, SSTM, ALFA, LCGP, SIMA, pnin, cfin, Perdana Bangun Pusaka, Akasha Wira Int, Asia Natural Resources, Asuransi Multi, PNBN, Nisp,
Cum Right Issue IMAS 3: 1 (7500-9500), Cum Dev JPFA 365, Cum Dev Jaya Konstruksi Manggala 13, Cum Dev MREI 25, Cum dev JRPT 33, cum dev mbai 50, Cum Dev PJAA 41,5,  cum dev SGRO 108,

Agenda Juli 2011
01 Juli  Rups Turi, cum dev Gema 3, Cum dev mrat 11,41, cum dev asri 4,03, cum dev toto 800, cum dev rmba 26, cum dev elsa 2,66, cum right issue krenn 4:1
04 Juli  Cum dev bata 1142, cum dev taisho pharmaceutical 8500, cum dev ptba 456,37,  cum dev adhi 32,3493
05 Juli  Cum dev modern international 10, cum dev mapi 20, cum dev bsde 6, cum dev mbto 10,  cum dev resources alam 50, cum right issue lpps 3:4 (140), cum dev KKGI 50
06 Juli  Rups Trub, turi, cum dev jsmr 105,6888, Antm 70,71,  cum dev lmsh 50, cum dev lion 200
07 Juli  Rups Blta, Listing minna Padi 395,  cum dev ptpp 14,57,  cum dev bank swadesi 23,  cum dev smart 150,  cum dev jtpe 140,  cum dev kaef 4,995,  cum dev bank bumi artha 3,  cum right issue bank pundit Indonesia 5:6 (100), cum stock split lpps 1:2
08 Juli  cum dev epmt 5, cum dev fast food Indonesia 448,18 (2:63), cum dev unic 33
11 Juli  Cum dev ctrs 13, cum dev ctrp 7, cum dev mtdl 4, cum dev sona 91
12 Juli  BI Rate, Listing Indo Straits (800-950), Cum dev indy 26
13 Juli  Cum dev myor 130

Bloomberg: Indonesia’s 2011 Drug Consumption May Rise 11%: Kontan Link

Dividen TINS Rp.94,17 dpr 50% laba bersih 2010 rp.947 milliar

*DJ Bank Tabungan Pensiunan Started At Outperform; Target IDR3700-CS
*DJ Bank Pembangunan Daerah Started At Neutral; Target IDR1320-CS


Asing Beli, IHSG Ditutup Turun hanya 0,1%
http://pasarmodal.inilah.com/read/detail/1633382/asing-beli-ihsg-ditutup-turun-hanya-01

Bursa Asia Mulai Pulih, IHSG Masih Melemah 5 Poin 
http://finance.detik.com/read/2011/06/23/120641/1666799/6/bursa-asia-mulai-pulih-ihsg-masih-melemah-5-poin

Aksi jual saham EXCL, BMRI, dan BNII menggerus IHSG di sesi I
http://investasi.kontan.co.id/v2/read/1308807437/71059/Aksi-jual-saham-EXCL-BMRI-dan-BNII-mengikis-IHSG-di-sesi-I

Sesi Dua, Pilih Saham Incaran Asing
http://pasarmodal.inilah.com/read/detail/1633282/sesi-dua-pilih-saham-incaran-asing

JIHD belum Mampu Bayar Bunga Utang Sindikasi
http://pasarmodal.inilah.com/read/detail/1633222/jihd-belum-mampu-bayar-bunga-utang-sindikasi

ELSA Tolak Gugatan Light Instrumenindo Soal Tanah
http://pasarmodal.inilah.com/read/detail/1632942/elsa-tolak-gugatan-light-instrumenindo-soal-tanah

Radiant Utama Raih Kontrak Baru Rp 500 Miliar 
http://finance.detik.com/read/2011/06/23/112012/1666763/6/radiant-utama-raih-kontrak-baru-rp-500-miliar

Clipan Finance Indonesia  - Switch to consumer financing
-        Clipan (CFIN.IJ) is eyeing expansion in the four-wheeler financing segment and will mainly focus on used cars. The company switched from finance leasing to car financing in 2009, motivated by the more attractive yield (about 19% effective rate).
-        In so doing, it sought to raise more income while not taking the higher collection risks inherent in the otherwise more lucrative consumer financing business, eg, motorcycle financing. For this year, it targets a 40% growth in consumer financing and expects profit to increase by 37% y/y to Rp275b. (Kim Eng - ZP)

INDONESIAN GOEVRNMENT MAY SELL 40% OF KAEF TO A SINGLE STRATEGIC PARTNER; LOCAL COMPANIES AND INTERNATIONAL COMPANIES HAVE FILED BIDS; OFFER PRICE RANGE IN 260-330 OR PBV RATIO OF 1.3X-1.6X PBV VS KLBF OF 5.6X

INILAH.COM, Jakarta - PT Indopoly Swakarsa Industry Tbk (POLY) menjelaskan pabrik biaxially oriented polyster (BOPET) di Purwakarta, Jawa Barat akan berproduksi pertama pada 27 Juni 2011 mendatang.Demikian dikutip dari keterbukaan informasi yang diterbitkan BEI, Kamis (23/6). Pabrik BOPET ini akan memproduksi sebanyak 65.000 ton per tahun. Untuk produksi pertama sebanyak 20.000 ton per tahun. Perseroan juga memiliki pabrik BOPP di Purwakarta. Rencananya, pabrik BOPP I ini akan berkapasitas 10.000 ton per tahun. Untuk BOPP 2 sebanyak 35.000 ton per tahun. Pada 26 April lalu, produksi mesin pertama untuk thermal lamination di Suzhou, China, milik perseroan memiliki kapasitas produksi hingga 10.000 ton per tahun dan untuk produksi metalizing-nya bisa mencapai 7.000 ton per tahun.

Gresik, Multistrada, Tower Bersama: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-06-23/gresik-multistrada-tower-bersama-indonesia-equity-preview.html

Look Ahead: Buckle Up, Market Is Due for a Rocky Road
http://www.cnbc.com/id/43502469

Stocks Facing Summer of Nasty Surprises?
http://www.cnbc.com/id/43475877

Was Rally a Head Fake?
http://www.cnbc.com/id/43497358

Fed Slashes Growth Forecast, Sees Unemployment Still High
http://www.cnbc.com/id/43497278

Economy's Woes Temporary; S&P Set to Hit 1450: Cohen
http://www.cnbc.com/id/43495139

'Disappointed' by Fed, Still Bullish on Stocks: Birinyi
http://www.cnbc.com/id/43497368

Pro: Next 2 Days Could Set S&P Tone For Next 2 Months
http://www.cnbc.com/id/43495750

Akusisi Infratel, saham TBIG melesat ke level tertinggi satu bulan
http://investasi.kontan.co.id/v2/read/1308798148/71036/Akuisisi-Infratel-saham-TBIG-melesat-ke-level-tertinggi-satu-bulan

BRAU targetkan produksi naik 3 juta ton per tahun
http://investasi.kontan.co.id/v2/read/1308796499/71023/BRAU-targetkan-produksi-naik-3-juta-ton-per-tahun

Inilah Sederet Saham Potensial Window Dressing
http://pasarmodal.inilah.com/read/detail/1631722/inilah-sederet-saham-potensial-window-dressing

Posisi Land Bank ELTY akan Naikkan Daya Jual
http://pasarmodal.inilah.com/read/detail/1632532/posisi-land-bank-elty-akan-naikkan-daya-jual

Bloomberg: Indonesia’s Cement Sales Climb 13.5% in January-May, Daily Says

BLOOMBERG: *SUZUKI TO BUILD ENGINE FACTORY IN INDONESIA :7269 JP, VOW GY

IHSG Terancam Kembali Longsor
http://pasarmodal.inilah.com/read/detail/1631702/ihsg-terancam-kembali-longsor

Rekomendasi Saham
IHSG Siap Alami Koreksi 
http://finance.detik.com/read/2011/06/23/075509/1666588/6/ihsg-siap-alami-koreksi

Inilah Saham Pilihan Kamis (23/6)
http://pasarmodal.inilah.com/read/detail/1631902/inilah-saham-pilihan-kamis-236

Saham BBNI masih Bisa Menuju Level 3.900
http://pasarmodal.inilah.com/read/detail/1632492/saham-bbni-masih-bisa-menuju-level-3900

Ekonomi AS Suram, Bursa Jepang Tertekan
http://pasarmodal.inilah.com/read/detail/1632332/ekonomi-as-suram-bursa-jepang-tertekan

Beli Saham MEDC di Level Buttom Rp2.350
http://pasarmodal.inilah.com/read/detail/1631672/beli-saham-medc-di-level-buttom-rp2350

Market Buka, Langsung Beli Saham BUMI!
http://pasarmodal.inilah.com/read/detail/1631742/market-buka-langsung-beli-saham-bumi

IHSG Cukup Kuat dari Terpaan Faktor Eksternal
http://pasarmodal.inilah.com/read/detail/1631862/ihsg-cukup-kuat-dari-terpaan-faktor-eksternal

Kuartal I, Pendapatan Bersih BUMI US$112 Juta
http://pasarmodal.inilah.com/read/detail/1631232/kuartal-i-pendapatan-bersih-bumi-us112-juta

MASA Serap Pinjaman Capai US$120 Juta
http://pasarmodal.inilah.com/read/detail/1631012/masa-serap-pinjaman-capai-us120-juta

Tingkatkan Produksi, MASA Siapkan Dana US$500 Juta
http://pasarmodal.inilah.com/read/detail/1630872/tingkatkan-produksi-masa-siapkan-dana-us500-juta

Indomobil Makin Kokoh di Bisnis Multifinance
http://pasarmodal.inilah.com/read/detail/1632442/indomobil-makin-kokoh-di-bisnis-multifinance

Meski laba bersih 2010 melonjak, ETWA tak bagi dividen tahun ini
http://investasi.kontan.co.id/v2/read/1308745454/70990/Meski-laba-bersih-2010-melonjak-ETWA-tak-bagi-dividen-tahun-ini

TBIG akuisisi 100% saham Infratel
http://investasi.kontan.co.id/v2/read/1308744116/70988/TBIG-akuisisi-100-saham-Infratel

Tirta Mahakam meminjam dana US$ 5 juta dari sister company
http://investasi.kontan.co.id/v2/read/1308738496/70979/Tirta-Mahakam-meminjam-dana-US-5-juta-dari-sister-company

Cadangan Minyak AS Anjlok, Harga Minyak Melonjak 
http://finance.detik.com/read/2011/06/23/083000/1666605/1034/cadangan-minyak-as-anjlok-harga-minyak-melonjak?f9911013

Pendapatan Martina Berto Tambah 3% dari Gerai Baru
http://economy.okezone.com/read/2011/06/23/278/471636/pendapatan-martina-berto-tambah-3-dari-gerai-baru

Fundamentally:
CIMB melakukan company visit ke Bayan Resources (BYAN). BYAN adalah produsen batubara no 7 terbesar di Indonesia dengan CV 4,200-7,000 kcal/kg GAR. ASP 1Q11 sebesar $97.20/ton karena bituminous coal. Namun demikian cash cost BYAN juga paling tinggi, sekitar $66.8/ton sehingga net margin juga rendah sekitar 8.5%. Saham ini saat ini pada valuasi 32.8-27.7x CY11-12 P/E menurut Bloomberg consensus dan kami menilai premium ini tidak bisa dijustifikasi. BYAN akan mengembangkan reserves di projek Pakar serta mengembangkan infrastruktur

FROM THE PRESS by CC
BRAU
'Berau Energy is targeting EBITDA 2011 grew 60-70% yoy'
Berau Energy (BRAU) has budgeted capex of US$126mn this year to expand their coal production up to 20Mt up by 18%yoy. BRAU aims 30Mt coal production by 2014. BRAU is targeting its FY11F EBITDA to increase by 60-70% yoy to US$560-595mn.

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