Laporan & Rumor Saham Indonesia 27-06 (Refresh)

2nd session on JCI 27.06.11
@ 3,813.425 (-35.133pts) (-0.913%)
H: 3,848.374 ; L: 3,806.715
Value: 2.89 T (NG 497 B )
Volume: 3.15 B (NG 521 M )
Foreign Nett Sell: 69 B

5 most active stocks by value:
BUMI @ 3,025 (-3.20%)
UNTR @ 23,700 (+0.85%)
BMRI @ 7,050 (0.00%)
BBRI @ 6,400 (-0.78%)
ASII @ 61,050 (-1.37%)

5 most active stocks by volume:
BNBR @ 67 (-2.90%)
ENRG @ 205 (-2.38%)
ELTY @ 149 (-1.97%)
LCGP @ 57 (+3.64%)
BUMI @ 3,025 (-3.20%)

5 most up:
PYFA @ 260 (+33.33%)
MICE @ 590 (+24.21%)
ASDM @ 440 (+17.33%)
SAIP @ 305 (+12.96%)
ATPK @ 157 (+11.35%)

5 most down:
PUDP @ 390 (-9.30%)
TRIM @ 91 (-9.00%)
HITS @ 245 (-7.55%)
OMRE @ 280 (-6.67%)
JRPT @ 1450 (-6.45%)

5 Leading Movers:
ITMG @ 45,800 (+1.19%)
UNTR @ 23,700 (+0.87%)
BMTR @ 850 (+0.32%)
MYOR @ 12,950 (+0.26%)
AKRA @ 2,175 (+0.22%)

5 Lagging Movers:
ASII @ 61,050 (-4.02%)
TLKM @ 7,100 (-3.53%)
BUMI @ 3,025 (-2.43%)
GGRM @ 46,200 (-1.91%)
EXCL @ 5,850 (-1.49%)
Rgds,Nadya Isnaeni Data administrator Research Dept BNI Securities

Indonesia Stocks: Bank ICB, London Sumatra Indonesia, Skybee
http://www.bloomberg.com/news/2011-06-27/indonesia-stocks-bank-icb-london-sumatra-indonesia-skybee.html

Asing Sell, IHSG Ditutup Turun hingga 0,9%
http://pasarmodal.inilah.com/read/detail/1645622/asing-sell-ihsg-ditutup-turun-hingga-09

Inilah 10 Top Foreign Buy Saham Senin (27/6)
http://pasarmodal.inilah.com/read/detail/1645652/inilah-10-top-foreign-buy-saham-senin-276

Meski kantongi laba di 2010, INKP sepakat tak bagi dividen
http://investasi.kontan.co.id/v2/read/1309164139/71363/Meski-kantongi-laba-di-2010-INKP-sepakat-tak-bagi-dividen-

Sumalindo tak Bagi Dividen
http://pasarmodal.inilah.com/read/detail/1645682/sumalindo-tak-bagi-dividen

Agenda 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

Bloomberg: Toyota Astra Financial Sells IDR 595 Bln 1-Yr 7.85% Bond

Bloomberg: Cahayabuana Intitama Sells USD 15 Mln 3-Year 12% MTN

Penjualan CPO AALI naik 27% hingga Mei 2011
http://investasi.kontan.co.id/v2/read/1309160350/71356/Penjualan-CPO-AALI-naik-27-hingga-Mei-2011

BUMI akan bagikan dividen 30% dari laba bersih 2010
http://investasi.kontan.co.id/v2/read/1309154567/71345/BUMI-akan-bagikan-dividen-30-dari-laba-bersih-2010

TKIM Bagi Dividen Rp15 per Lembar Saham
http://pasarmodal.inilah.com/read/detail/1645452/tkim-bagi-dividen-rp15-per-lembar-saham

Bagi dividen, saham BABP melejit hingga 8,1%
http://investasi.kontan.co.id/v2/read/1309149562/71335/Bagi-dividen-saham-BABP-melejit-hingga-81

Antisipasi undang-undang, ANTM bangun lima pabrik pengolahan
http://investasi.kontan.co.id/v2/read/1309158443/71352/Antisipasi-undang-undang-ANTM-bangun-lima-pabrik-pengolahan-

Mendapat rekomendasi hold, saham ANTM tergerus hingga 1,18%
http://investasi.kontan.co.id/v2/read/1309148723/71332/Mendapat-rekomendasi-hold-saham-ANTM-tergerus-hingga-118

Bumi Plc Tender Offer Saham BRMS di Kuartal III
http://pasarmodal.inilah.com/read/detail/1645172/bumi-plc-tender-offer-saham-brms-di-kuartal-iii

Modernland Garap Sisa Lahan Seluas 10 Hektar
http://pasarmodal.inilah.com/read/detail/1644892/modernland-garap-sisa-lahan-seluas-10-hektar

Juni, 'Marketing Sale' Modernland Capai Rp400 M
http://pasarmodal.inilah.com/read/detail/1644822/juni-marketing-sale-modernland-capai-rp400-m

Indopoly Ekspor 40% Produksinya
http://economy.okezone.com/read/2011/06/27/278/473102/indopoly-ekspor-40-produksinya

Indopoly Targetkan Produksi 20 Ribu Ton/Tahun
http://economy.okezone.com/read/2011/06/27/278/473045/indopoly-targetkan-produksi-20-ribu-ton-tahun

MNC Group Ground Breaking Gedung MNC Financial Center
http://economy.okezone.com/read/2011/06/27/278/473106/mnc-group-ground-breaking-gedung-mnc-financial-center

Realisasi Capex Martina Berto Rp5,67 Miliar
http://economy.okezone.com/read/2011/06/27/278/472996/realisasi-capex-martina-berto-rp5-67-miliar


Asing Net Buy, IHSG Sesi I Tetap Turun 0,7%
http://pasarmodal.inilah.com/read/detail/1644432/asing-net-buy-ihsg-sesi-i-tetap-turun-07

Investor Keluar Sejenak, IHSG Kena Koreksi 27 Poin 
http://finance.detik.com/read/2011/06/27/120754/1669360/6/investor-keluar-sejenak-ihsg-kena-koreksi-27-poin

IHSG dalam 'Masa Kritis' hingga 1 Juli
http://pasarmodal.inilah.com/read/detail/1644052/ihsg-dalam-masa-kritis-hingga-1-juli

Sesi Dua, Perhatikan Fundamental dan Kinerja Saham
http://pasarmodal.inilah.com/read/detail/1644382/sesi-dua-perhatikan-fundamental-dan-kinerja-saham

Transaksi Meningkat, Saham EKAD Masuk UMA
http://pasarmodal.inilah.com/read/detail/1644282/transaksi-meningkat-saham-ekad-masuk-uma

RODA Resmi Jual 99,86% Saham di TMC
http://pasarmodal.inilah.com/read/detail/1644082/roda-resmi-jual-9986-saham-di-tmc

Serasi Autoraya Tambah Jumlah Obligasi Jadi Rp 900 Miliar 
http://finance.detik.com/read/2011/06/27/110608/1669258/6/serasi-autoraya-tambah-jumlah-obligasi-jadi-rp-900-miliar

Pemegang Saham Bank Pundi Terancam Dilusi 45% 
http://finance.detik.com/read/2011/06/27/112404/1669296/6/pemegang-saham-bank-pundi-terancam-dilusi-45

Rups BUMI - bagi dividend 30% dari net profit, Rp 41.75

Bloomberg: Indonesia Banks’ First-Half Lending Rises 22.7% From Year Ago

Bloomberg: ICB Bumiputera Gains Most in Seven Weeks After Dividend Notice

RUIS MAY SELL 30% STAKE TO RAJAWALI GROUP AT 2.2X BOOK VALUE; BV NOW AT IDR285/SHARE;

Ekspektasi trafik jalan tol meningkat, saham META melesat 4,4%
http://investasi.kontan.co.id/v2/read/1309145758/71326/Ekspektasi-trafik-jalan-tol-meningkat-saham-META-melesat-44

Berencana terbitkan saham baru, SKYB anjlok hingga 7,7%
http://investasi.kontan.co.id/v2/read/1309144971/71323/Berencana-terbitkan-saham-baru-SKYB-anjlok-hingga-77

BRNA akan mencairkan seluruh sisa fasilitas utang
http://investasi.kontan.co.id/v2/read/1309140826/71316/BRNA-akan-mencairkan-seluruh-sisa-fasilitas-utang

 [Dow Jones] Citigroup is upbeat on Asian equities (ex-Japan) in 2H as it believes, "valuations are attractive, liquidity is plentiful and expectations are low." Asian equity strategist Markus Rosgen says he expects a 20%-25% upside from current levels to his year-end MSCI AC Asia ex-Japan index target of 695. "Given current sentiment, interest rates and valuations, we see risk as being more to the upside than to the downside, with the current summer weakness representing an attractive buying opportunity," he adds. The house's focus remains on large-caps offering value along with good price momentum and upward revisions to earnings. It notes earnings revisions for North Asia continue to be stronger than those for South Asia, and  suggests investors remain overweight North Asia

INDS: EPS IDR650; INDUSTRIAL AVERAGE 14X; FAIR VALUE IDR650 X 14 IS EQUAL WITH IDR9,200

SPECIAL MENTION:
POLY: 390-600. POLY may benefit the most from the appreciation of the rupiah as most of its raw materials are imported. Full Year 2011 net profit could rise by 318% to exceed IDR1.4 trillion (EPS: IDR588) from IDR335 billion (EPS: IDR140) at the end of 2010. It is now trading at a p/e ratio of ONLY 0.7X 2011 prospective earnings. Fair value at a discounted industrial p/e average of 12X is at IDR7,000. It is a buy at any levels.

indr now trades at p/e ratio of 4.45x 2011 earnings; or eps: idr887;

ASIAN INDUSTRIAL AVERAGE FOR MISC INDUSTRY IS AT 12.8X; FAIR VALUE 887 X 12.8 IS EQUAL WITH IDR10,600

Bloomberg: Nusantara Rises Most in Four Months After Traffic Growth Report

Bloomberg: Skybee Declines Most in 11 Months After Report on Rights Offer

Bloomberg: Gudang Garam to Pay FY Dividend of 880 Rupiah a Share

Bloomberg: Cebu Air Rated New Sell, PT 60.40 Rupiah at Goldman Sachs

Bloomberg: Gas Negara Told to Pay 60% of Profit as Dividend, Daily Reports

IHSG masih Cari Posisi Pergerakan
http://pasarmodal.inilah.com/read/detail/1643632/ihsg-masih-cari-posisi-pergerakan

Hindari Saham-saham Batu Bara!
http://pasarmodal.inilah.com/read/detail/1642632/hindari-saham-saham-batu-bara

Rekomendasi Saham
IHSG Kembali Dibayangi Krisis Utang Eropa
http://finance.detik.com/read/2011/06/27/071226/1669050/6/ihsg-kembali-dibayangi-krisis-utang-eropa

IHSG Diproyeksikan Menguat di Awal Pekan
http://economy.okezone.com/read/2011/06/27/278/472937/ihsg-diproyeksikan-menguat-di-awal-pekan

http://pasarmodal.inilah.com/read/detail/1643622/saham-bank-energi-seret-bursa-asia-melemah

http://pasarmodal.inilah.com/read/detail/1642142/inilah-saham-pilihan-senin-276

RUMOR PASAR:
INILAH.COM, Jakarta - PT Tjiwi Kimia Tbk TKIM) dikabarkan akan memangun pabrik kertas berkekuatan 100 ribu ton per tahun dengan total investasi mencapai US$100 juta. Rencana bisnis itu akan menggunakan dana internal 40% dan 60% dari pinjaman pihak ketiga. Perseroan saat ini sedang mencari pinjaman sekitar US$60 juta ke perbankan. Pada perdagangan akhir pekan lalu saham TKIM naik Rp25 ke Rp2.425 dengan volume 655 saham senilai Rp783,5 juta sebanyak 44 kali transaksi.

INILAH.COM, Jakarta - PT Panin Financial Tbk (PNLF) dikabarkan mendapat suntikan dana segar dari Bank Panin. Hal ini setelah perseroan lebih fokus pada usaha konsultasi bisnis dan manajemen. Perseroan juga telah memisahkan bisnis yang bukan core-nya. Saham perseroan diperkirakan akan bergerak ke kisaran 200-250 dalam waktu dekat.Pada perdagangan akhir pekan lalu saham perseroan ditutup menguat Rp1 ke Rp176 dengan volume perdagangan 13.519 saham senilai Rp1,1 miliar sebanyak 144 kali transaksi.

INILAH.COM, Jakarta - PT Budi Acid Jaya Tbk (BUDI) dikabarkan sedang dilirik perusahaan komoditas asal Tiongkok. Dalam waktu dekat saham BUDI akan bergerak menuju level Rp500. Sebab, saham perseroan diburu pada investor pecinta saham lapis kedua dan ketiga.Pada perdagangan akhir pekan lalu saham BUDI ditutup stagnan di level Rp250 dengan volume perdagangan 18.167 saaham senilai Rp2,3 miliar sebanyak 313 kali transaksi.

Rupiah Bakal Menguat Terbatas
http://economy.okezone.com/read/2011/06/27/278/472934/rupiah-bakal-menguat-terbatas

Saham Bank - Energi Seret Bursa Asia Melemah
http://pasarmodal.inilah.com/read/detail/1643622/saham-bank-energi-seret-bursa-asia-melemah

Saham BUMI Berpotensi ke Rp2.800
http://pasarmodal.inilah.com/read/detail/1642722/saham-bumi-berpotensi-ke-rp2800

BUMI Gelar RUPSLB
http://pasarmodal.inilah.com/read/detail/1642552/bumi-gelar-rupslb

Saham Bank & Otomotif Cocok di Awal pekan
http://pasarmodal.inilah.com/read/detail/1640762/saham-bank-otomotif-cocok-di-awal-pekan

BWPT Realisasikan Capex Rp350M
http://pasarmodal.inilah.com/read/detail/1642392/bwpt-realisasikan-capex-rp350m

INCO Anggarkan US$500 Juta untuk Bahodopi
http://pasarmodal.inilah.com/read/detail/1642342/inco-anggarkan-us500-juta-untuk-bahodopi

FORU Bagi Dividen Rp4 Per Saham
http://pasarmodal.inilah.com/read/detail/1642022/foru-bagi-dividen-rp4-per-saham

LPPS akan lunasi utang dengan rights issue
http://investasi.kontan.co.id/v2/read/1309138404/71305/LPPS-akan-lunasi-utang-dengan-rights-issue

TINS akan perbesar porsi di tambang lepas pantai
http://investasi.kontan.co.id/v2/read/1309137135/71304/TINS-akan-perbesar-porsi-di-tambang-lepas-pantai

Emiten logam mineral dan pertambangan cocok dikoleksi untuk jangka panjang
http://investasi.kontan.co.id/v2/read/1309134652/71295/Emiten-logam-mineral-dan-pertambangan-cocok-dikoleksi-untuk-jangka-panjang

META targetkan trafik 75 juta kendaraan
http://investasi.kontan.co.id/v2/read/1309132845/71294/META-targetkan-trafik-75-juta-kendaraan

PWON anggarkan capex Rp 350 Miliar
http://investasi.kontan.co.id/v2/read/1308968409/71242/PWON-anggarkan-capex-Rp-350-Miliar

SKYB optimalkan dana sisa IPO
http://investasi.kontan.co.id/v2/read/1308964509/71237/SKYB-optimalkan-dana-sisa-IPO

Rasio dividen Sinarmas Multiartha dinilai kurang menarik
http://www.bisnis.com/market/saham/28900-rasio-dividen-sinarmas-multiartha-dinilai-kurang-menarik

Belanja saham apa hari ini?
http://www.bisnis.com/market/saham/28883-belanja-saham-apa-hari-ini

2 Broker rekomendasikan cermati Inco
http://www.bisnis.com/market/saham/28889-2-broker-rekomendasikan-cermati-inco

Eterindo Wahanatama bangun 2 pabrik kelapa sawit
http://www.bisnis.com/market/saham/28826-eterindo-wahanatama-bangun-2-pabrik-kelapa-sawit

SMMA tambah modal Jakarta Motor
http://www.bisnis.com/market/saham/28783-smma-tambah-modal-jakarta-motor

Tambang Batubara Bukit Asam    [  PDF  ]
Delayed, not derailed - by Erindra Krisnawan
(PTBA IJ / PTBA.JK, OUTPERFORM - Maintained, Rp20,050 - Tgt. Rp26,000, Coal Mining)

We are cutting our FY11-13 earnings estimates for PTBA by 0.7-3.6% and DCF price target to Rp26,000 (WACC 12.4%) from Rp27,600. PTBA has underperformed its coal peers with an 11% share-price retreat YTD (vs. the sector's +1%). We believe delays in additional 2011 railway capacity and a lack of meaningful progress on its new railway have been the main culprits. These also explain our earnings and price-target downgrades. But given its share-price underperformance and the increasing reflection of low expectations in consensus estimates (5% downgrades over the past three months), (selengkapnya email- cimb)

Stocks ended lower Friday with the Dow and S&P closing down for the seventh week out of eight amid continuing jitters over the euro zone debt crisis.

Dow.      11934.58.  -115.42. -0.96%
Nasdaq.  2652.89.  -33.86.  -1.26%
S&P 500. 1268.45.  -15.05.  -1.17%
FTSE.      5697.72. +23.34. +0.41%
Dax.        7121.38.  -28.06.  -0.39%
CAC40.    3784.80.  -2.99.    -0.08%.  Oil.            91.16.  +0.14.    +0.15%
Gold.      1500.900 -19.600. -1.29%
Rupiah.  8599
Euro.      1.4188

TLKM.  33.41. -0.04 -0.12%.  Rp 7182
ISAT.    29.87. -0.42 -1.39%  Rp5137
Vallar.  1170,00.  -20,00.    -1.68%
EIDO.  31.330.    -0.210.    -0.672%

Timah.      24915.  -185.        -0.74%
Nickel.      22065. +130.      +0.59%

CPOSep3117RM-19RM-0.61%$1025
Corn.        632.000. -14.000.-2.17%

Corn.        632.000. -14.000.-2.17%
SoybeanOil.56.360.  -0.020. -0.04%
Wheat.      661.000. -8.250. -1.23%

Coal 24 Jun 121.17 vs.119.19(17 Jun)