Friday, July 1, 2011

Laporan & Rumor Saham Indonesia 01-07 (Refresh)

2nd session on JCI 01.07.11
@ 3,927.098 (+38.529pts) (+0.991%)
H: 3,956.776 ; L: 3,888.202
Value: 5.44 T (NG 718 B )
Volume: 3.62 B (NG 440 M )
Foreign Nett Buy: 759 B

5 most active stocks by value:
BBRI @ 6,700 (+3.08%)
ASII @ 65,550 (+3.15%)
BMRI @ 7,300 (+1.39%)
BUMI @ 3,000 (+1.69%)
ADRO @ 2,500 (+2.04%)

5 most active stocks by volume:
BNBR @ 67 (0.00%)
DEWA @ 107 (+1.90%)
BKSL @ 124 (+4.20%)
ELTY @ 149 (+0.68%)
LPKR @ 650 (0.00%)

5 most up:
LION @ 5,550 (+24.72%)
INDS @ 5,850 (+18.18%)
AUTO @ 3,650 (+12.31%)
ASDM @ 570 (+11.76%)
GSMF @ 86 (+10.26%)

5 most down:
MLIA @ 405 (-7.95%)
BAPA @ 185 (-7.50%)
MYRX @ 210 (-6.67%)
PYFA @ 245 (-5.77%)
DPNS @ 520 (-5.45%)

5 Leading Movers:
ASII @ 65,550 (+9.45%)
BBRI @ 6,700 (+5.70%)
BBCA @ 7,800 (+4.27%)
BMRI @ 7,300 (+2.70%)
INDF @ 6,000 (+2.56%)

5 Lagging Movers:
TLKM @ 7,200 (-3.53%)
UNTR @ 24,500 (-1.74%)
JPFA @ 4,700 (-0.66%)
AALI @ 23,250 (-0.46%)
BRAU @ 540 (-0.40%)
Rgds,Nadya Isnaeni Data administrator Research Dept BNI Securities

Asing Beli Lagi, IHSG Ditutup Naik 1,03%
http://pasarmodal.inilah.com/read/detail/1658982/asing-beli-lagi-ihsg-ditutup-naik-103

Saham Unggulan Bantu IHSG Ukir Rekor Baru di 3.927 
http://finance.detik.com/read/2011/07/01/160514/1672701/6/saham-unggulan-bantu-ihsg-ukir-rekor-baru-di-3927

Investor asing ramai-ramai mengoleksi bluechips
http://investasi.kontan.co.id/v2/read/1309512276/71739/Investor-asing-ramai-ramai-mengoleksi-bluechips


Indonesia Stock Movers: Astra, Bank Central Asia, Semen Gresik
http://www.bloomberg.com/news/2011-07-01/indonesia-stock-movers-astra-bank-central-asia-semen-gresik.html

Rupiah Gains This Week as Inflation Slows for a Fifth Month
http://www.bloomberg.com/news/2011-07-01/indonesian-rupiah-set-for-weekly-advance-on-inflation-confidence.html

Bayan Jual Saham KOT ke SUS
http://pasarmodal.inilah.com/read/detail/1658932/bayan-jual-saham-kot-ke-sus

Menteri: Tak Ada Lagi BUMN IPO di 2011
http://pasarmodal.inilah.com/read/detail/1658732/menteri-tak-ada-lagi-bumn-ipo-di-2011

Krakatau Steel Akan Cairkan Pinjaman Rp4,18 T
http://pasarmodal.inilah.com/read/detail/1658542/krakatau-steel-akan-cairkan-pinjaman-rp418-t

Anak usaha ASII dapat pinjaman dari 19 bank asing senilai US$ 200 juta
http://investasi.kontan.co.id/v2/read/1309508969/71728/Anak-usaha-ASII-dapat-pinjaman-dari-19-bank-asing-senilai-US-200-juta

Akhir pekan, bursa Asia bertengger di level tertinggi dalam sebulan terakhir
http://investasi.kontan.co.id/v2/read/1309510087/71732/Akhir-pekan-bursa-Asia-bertengger-di-level-tertinggi-dalam-sebulan-terakhir

KRAS akan cairkan pinjaman dari CIC maksimal US$ 42 juta di tahun ini
http://investasi.kontan.co.id/v2/read/1309506190/71718/KRAS-akan-cairkan-pinjaman-dari-CIC-maksimal-US-42-juta-di-tahun-ini

Citra Tubindo bayar dividen total US$ 16,8 juta
http://investasi.kontan.co.id/v2/read/1309504876/71715/Citra-Tubindo-bayar-dividen-total-US-168-juta

PTBA Pasok Batubara Pusri Selama 20 Tahun 
http://finance.detik.com/read/2011/07/01/162211/1672724/6/ptba-pasok-batubara-pusri-selama-20-tahun

TRST NOW TRADES AT A P/E RATIO OF ONLY 4.7X 2011 EARNINGS (EPS: IDR110), COMPARED WITH ASIAN INDUSTRIAL AVERAGE P/E RATIO OF 12X. AT THAT AVERAGE TRST SHOULD BE FAIRLY VALUED AT IDR1,320/SHARE. BEST BUY IS AT ANY LEVELS BELOW IDR530

DOID 1H NET PROFIT MAY RISE BY 40% TO IDR356 BILLION FROM IDR256 BILLION IN 1H 2010
DOID NOW TRADES AT A P/E RATIO OF 10X 2011 EARNINGS (EPS: IDR104), COMPARED WITH ASIAN INDUSTRIAL COAL MINING AVERAGE OF 15X. FAIR VALUE OF INDUSTRIAL P/E AVERAGE IS AT IDR1,560. BEST BUY IS AT ANY LEVELS BELOW IDR1,100.

POLY recorded 80% YoY jump on net income PT Asia Pacific Fibers (POLY) has recorded net income of Rp410bn which is increased by 80% YoY in 1Q11. The higher net income was contributed by 40%YoY increase in revenue Rp1.4tr. At the end of this year, the company is optimistic to achieve revenue of US$500m which is 4.2% higher than its early expectation.

01 Juli  Pengumuman data inflasi (consensus Bloomberg: 5.6% y/y), 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, cum dev trim 1

Jelang IPO, KS Benahi Krakatau Wajatama
http://pasarmodal.inilah.com/read/detail/1657962/jelang-ipo-ks-benahi-krakatau-wajatama

Bumi Debt Payment to Cic Not Dependent on Bonds, Director Says
2011-07-01 05:05:05.741 GMT By Yoga Rusmana
July 1 (Bloomberg) -- PT Bumi Resources’ plan to repay $1.9 billion of debt to China Investment Corp. isn’t dependent on the issuance of convertible bonds by its affiliate at the end of the third quarter, said Dileep Srivastava, a director at Indonesia’s biggest coal producer.  The first tranche of $600 million is payable in October and is “independent” of the convertible bonds,’’ Srivastava said in an e-mailed response yesterday evening. The second tranche of another $600 million will be paid in October 2012 and the rest in October 2013, Srivastava said. Both of these tranches will be settled “with or without using convertible bonds,” he said.

Dileep: Pembayaran utang BUMI tak bergantung pada obligasi konversi
http://investasi.kontan.co.id/v2/read/1309503184/71710/Dileep-Pembayaran-utang-BUMI-ke-CIC-tak-bergantung-pada-obligasi-konversi

AUTO NOW TRADES AT A P/E RATIO OF 9X 2011 EARNINGS (EPS: IDR388 (E)); ON GGM AT PAR; ITS TARGET IS AT IDR5,430

JAKARTA. PT Perusahaan Gas Negara Tbk (PGAS) menandatangani dua nota kesepahaman (MoU) dengan PT Krakatau Steel Tbk (KRAS) dan PT Pupuk Sriwidjaja Palembang terkait pasokan gas bagi kedua perusahaan tersebut.

PGAS rencanakan pembangunan penerima LNG Jawa-Sumatra
http://investasi.kontan.co.id/v2/read/1309499592/71706/PGAS-rencanakan-pembangunan-penerima-LNG-Jawa-Sumatra

Krakatau Steel Raih Pinjaman USD600 Juta dari CIC
http://economy.okezone.com/read/2011/07/01/278/474792/krakatau-steel-raih-pinjaman-usd600-juta-dari-cic

Kupon Obligasi Medco Dipatok 6,05%
http://economy.okezone.com/read/2011/07/01/278/474705/kupon-obligasi-medco-dipatok-6-05

Akuisisi Indosiar, EMTK Kuasai Posisi Direksi
http://economy.okezone.com/read/2011/07/01/278/474675/akuisisi-indosiar-emtk-kuasai-posisi-direksi

Juni 2011, Cadangan Devisa RI Capai USD119 Miliar
http://economy.okezone.com/read/2011/07/01/20/474793/juni-2011-cadangan-devisa-ri-capai-usd119-miliar

Inflasi Terkendali, IHSG Sesi I Ditutup Meroket. Net foreign sell Rp32,57 miliar.
http://pasarmodal.inilah.com/read/detail/1657732/inflasi-terkendali-ihsg-sesi-i-ditutup-meroket

Sesi Dua, Pilih Saham Berfundamental Kokoh
http://pasarmodal.inilah.com/read/detail/1657702/sesi-dua-pilih-saham-berfundamental-kokoh

IIG Alihkan Saham di TRUB ke Deutsche Bank
http://pasarmodal.inilah.com/read/detail/1657632/iig-alihkan-saham-di-trub-ke-deutsche-bank

Bloomberg: Bank Rakyat Indonesia Gains, Leading Banks, as Inflation Slows

BPS: Harga Beras Melonjak, Inflasi Juni Capai 0,55% 

Bloomberg:  Astra Advances to at Least 19-Year High as CLSA Raises Estimate

BLOOMBERG: *INDONESIA INFLATION LIKELY TO CONTINUE TO EASE, NASUTION SAYS. *RUPIAH MAY FURTHER STRENGHTEN IN 2ND HALF, DARMIN NASUTION SAYS. *RUPIAH GAINS MAY NOT BE AS HIGH AS IN 1ST HALF 

Target IHSG Juli Ini di Level 4.100

Usaha Anjlok, Laba Multipolar Tergerus 24,82%

Konversi Obligasi Ditolak, Buy BUMI

Alkindo Tetapkan Harga Saham Perdana Rp225

BKSL Rights Issue Tanpa HMETD 2,85M Saham

Pemegang saham mulai benahi Elnusa

Otoritas memanggil penjamin emisi Visi Media

BLOOMBERG: *YIELD ON INDONESIA'S FIVE-YEAR NOTE DROPS 9BP TO 2.63 PERCENT.      *INDONESIA SUKUK YIELDS DROP TO RECORD LOW AS INFLATION SLOWS

BLOOMBERG: *INDONESIA'S JUNE CORE INFLATION RISES 4.63% FROM YEAR EARLIER.  *INDONESIA'S JUNE CONSUMER PRICES RISE 5.54% FROM YEAR EARLIER *INDONESIA'S JUNE CONSUMER PRICES RISE 0.55% FROM MONTH AGO. *INDONESIA'S MAY EXPORTS RISE 45.3% FROM YEAR EARLIER

Bloomberg: Indofood Agri Resources Cut to Sell vs Neutral at UBS

Bloomberg: Sentul City Targets 333.9 Billion Rupiah in New Share Sale

Bloomberg: Bank Mandiri Provides Loan to Holcim Indonesia, Bisnis Reports

Bloomberg: Semen Gresik Plans to Buy 20% Stake in Kertas Kraft, Daily Says

Inilah Saham Pilihan Jumat (1/7)

Rekomendasi Saham
IHSG Siap Cetak Rekor Baru Lagi 

IHSG Bakal Capai Cetak Rekor Baru 3.905 Hari Ini

INILAH.COM, Jakarta - Pemegang saham lama PT Radiant Utama Interinsco Tbk (RUIS) dikabarkan akan melepas saham kepada grup Rajawali sebesar 30%. Hal itu akan menaikkan harga buku saham RUIS dari Rp285 per saham ke Rp600 dalam jangka pendek. Investor asing pun dikabarkan berminat dengan saham RUIS. Pada perdagangan saham kemarin, saham RUIS ditutup di level Rp260 per saham.

INILAH.COM, Jakarta - Saham Bank Victoria Tbk (BVIC) dikabarkan diminati oleh dua bank asal ASEAN. Kabar tersebut membuat saham BVIC dikerek naik ke level Rp250-Rp300 per saham. Selain itu, saham BVIC diminati investor lokal. Pada perdagangan saham kemarin saham BVIC ditutup di level Rp142 per saham dengan volume 2,51 miliar saham.

Beli Saham BUMI di Rp2.925-2.950

Siam Commercial Bank Lepas Saham ENRG

BBRI Bayar Akuisisi Saham AGRO Hingga Rp22,5 M

Rupiah Diprediksi Bergerak di Kisaran 8.560-8.610

Bursa Asia Menguat di Awal Kuartal Tiga

Bayar utang, TMAS kembali menjual kapal

INDY masih bertopang pada kinerja anak usaha

Capex JAWA melaju jadi Rp 273 miliar

ADES menggosok bisnis kosmetik

VOKS targetkan pertumbuhan laba bersih hingga Rp 56 miliar tahun ini

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