Monday, July 4, 2011

Laporan & Rumor Saham Indonesia 04-07 (Refresh)

2nd session on JCI 04.07.11
@ 3,953.517 (+26.419pts) (+0.673%)
H: 3,962.284 ; L: 3,927.189
Value: 4.34 T (NG 557 B )
Volume: 4.24 B (NG 1.07 B )
Foreign Nett Buy: 433 B

5 most active stocks by value:
BBRI @ 6,900 (+2.99%)
ASII @ 68,500 (+4.50%)
BMRI @ 7,200 (-1.37%)
BUMI @ 2,975 (-0.83%)
KLBF @ 3,575 (+3.62%)

5 most active stocks by volume:
BKSL @ 134 (+8.06%)
KIJA @ 135 (+6.30%)
BNBR @ 66 (-1.49%)
ELTY @ 150 (+0.67%)
TRAM @ 620 (+3.33%)

5 most up:
SAIP @ 435 (+24.29%)
PSDN @ 205 (+20.59%)
IMAS @ 9,650 (+19.88%)
PTSP @ 700 (+16.67%)
GSMF @ 98 (+13.95%)

5 most down:
EKAD @ 550 (-15.38%)
ASDM @ 520 (-8.77%)
SIAP @ 90 (-8.16%)
MEGA @ 3,400 (-5.56%)
MFMI @ 300 (-4.76%)

5 Leading Movers:
ASII @ 68,500 (+13.9%)
BBRI @ 6,900 (+5.70%)
BBCA @ 7,900 (+2.85%)
IMAS @ 9,650 (+2.58%)
UNTR @ 25,000 (+2.18%)

5 Lagging Movers:
BMRI @ 7,200 (-2.69%)
GGRM @ 48,800 (-2.69%)
EXCL @ 5,950 (-1.99%)
INTP @ 17,000 (-1.29%)
MEGA @ 3,400 (-0.84%)
Rgds, Nadya Isnaeni Data administrator Research Dept BNI Securities

ASII Pimpin IHSG Catatkan Rekor Baru

Investor Ambil Untung, IHSG Tetap Cetak Rekor Baru 

Aksi borong ASII, BBRI, dan BBCA oleh investor asing bikin indeks melaju kencang
http://investasi.kontan.co.id/v2/read/1309771290/71887/Aksi-borong-ASII-BBRI-dan-BBCA-oleh-investor-asing-bikin-indeks-melaju-kencang

Inilah Daftar 'Top Foreign Sell' Senin (4/7)
http://pasarmodal.inilah.com/read/detail/1666802/inilah-daftar-top-foreign-sell-senin-47

Inilah Daftar 'Top Foreign Buy' Senin (4/7)
http://pasarmodal.inilah.com/read/detail/1667212/inilah-daftar-top-foreign-buy-senin-47

Saham MICE Teraktif Diperdagangkan Senin (4/7)
http://pasarmodal.inilah.com/read/detail/1666702/saham-mice-teraktif-diperdagangkan-senin-47

Limit Utang AS Perkuat Rupiah 24 Poin
http://pasarmodal.inilah.com/read/detail/1666932/limit-utang-as-perkuat-rupiah-24-poin

Waterfront Securities: Target harga Rp 4.500 per saham, rekomendasi beli KLBF
http://investasi.kontan.co.id/v2/read/1309775721/71898/Waterfront-Securities-Target-harga-Rp-4.500-per-saham-rekomendasi-beli-KLBF

3 Saham Resmi Masuk Efek Syariah

GWM Valas Naik, Cadangan Devisa RI Bertambah US$ 2 Miliar 

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 MDRN 10, cum dev mapi 20, cum dev bsde 6, cum dev mbto 10,  cum right issue lpps 3:4 (140), cum dev KKGI 50, cum  Reverse stock lpps 2:1, DJ Indonesia Aims To Raise IDR7 Tln Via Bond Auction
06 Juli  Rups Trub, turi, cum dev jsmr 105,6888, Antm 70,71,  cum dev lmsh 50, cum dev lion 200, SSIA STOCK SPLIT, RASIO 4:1
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: *BANK INDONESIA DEPUTY GOVERNOR SPOKE IN JAKARTA TODAY :BI IJ *INDONESIA 2011 INFLATION MAY REACH 5%, SARWONO SAYS. *INDONESIA 2011 GDP MAY REACH 6.6%, SARWONO SAYS.

Bank Indonesia First-Half Forex Reserves ‘More Than’ $119.6 Bln

BLOOMBERG: *INDONESIA MAY RAISE 2011 OIL PRICE ASSUMPTION TO $95/BARREL.

BLOOMBERG: *INDONESIA 2011 SUBSIDY BUDGET MAY RISE TO 244.5T RUPIAH: FINMIN

1st session on JCI 04.07.11
@ 3,960.043 (+32.945pts) (+0.839%)
H: 3,962.284 ; L: 3,927.189
Value: 2.11 T (NG 320 B )
Volume: 1.99 B (NG 316 M )
Foreign Nett Buy: 183 B

5 most active stocks by value:
ASII @ 68,000 (+3.74%)
BBRI @ 6,800 (+1.49%)
BUMI @ 3,000 (0.00%)
KLBF @ 3,575 (+3.62%)
ADRO @ 2,550 (+2.00%)

5 most active stocks by volume:
BKSL @ 131 (+5.65%)
KIJA @ 135 (+6.30%)
BNBR @ 67 (0.00%)
TRAM @ 610 (+1.67%)
ELTY @ 152 (+2.01%)

5 most up:
PSDN @ 205 (+20.59%)
SAIP @ 410 (+17.14%)
MICE @ 670 (+11.67%)
KIJA @ 135 (+6.30%)
DPNS @ 550 (+5.77%)

5 most down:
EKAD @ 570 (-12.31%)
ASDM @ 530 (-7.02%)
LAMI @ 196 (-6.67%)
TMAS @ 305 (-6.15%)
JIHD @ 680 (-5.56%)

5 Leading Movers:
ASII @ 68,000 (+11.6%)
BBRI @ 6,800 (+2.85%)
TLKM @ 7,300 (+2.35%)
UNTR @ 24,950 (+1.96%)
ADRO @ 2,550 (+1.87%)

5 Lagging Movers:
BMRI @ 7,250 (-1.35%)
INTP @ 17,050 (-1.07%)
MEGA @ 3,400 (-0.84%)
BRMS @ 730 (-0.59%)
BRAU @ 530 (-0.40%)
Rgds, Nadya Isnaeni Data administrator Research Dept BNI Securities

Melambung 32 Poin, IHSG Lirik Level 4.000

Sesi I, IHSG Masih Semangat 'Nanjak'

Sesi II: Pilih Saham Berdividen & Terkait Minyak

Bumi Plc Tambah 3,3% Saham di Bumi Resources 

United Tractor Operasikan Tambang Batubara Baru 

Penjualan kendaraan domestik naik, saham ASII melejit 3,7% di sesi pagi

DOID IJ: PT Delta Dunia Makmur : Restructuring ushers a new beginning; initiating with Buy - BUY TP 1350 - BoAMLKicking off coverage with a Buy rating
We initiate PT Delta Dunia Makmur (DOID) with a Buy. DOID, via its 100%-owned subsidiary BUMA, is Indonesia's second largest local coal mining contractor in terms of coal output. It was listed on IDX in June 2001, acquired BUMA in Nov 2009, and is 40% owned by consortium, i.e. Northstar Equity Partners, TPG, GIC, & CIC - the latter 3 replacing Indra Wijaya since Dec 2010.
Five key reasons to buy DOID
1) A much more compelling valuation than UNTR (PUTKF, IDR20,000, C-3-7), trading at 33%/38% discount to UNTR's 2011/12E EV/EBITDA and at 26%/19% discount to UNTR's 2011/12E PE (after adjusting the depreciation and one off cost); 2) our DCF de

JAKARTA. PT Berlina Tbk (BRNA) berencana mencairkan fasilitas pinjaman yang tersisa tahun ini. Lioe Cu Ling, Direktur BRNA, menjelaskan emiten itu  masih mengantongi fasilitas pinjaman dengan nilai sekitar Rp 115 miliar. Sebelumnya, BRNA memperoleh fasilitas pinjaman total US$ 28 juta dari beberapa institusi keuangan. dari Bank Mandiri sekitar US$ 19 juta, atau setara  Rp 161,50 miliar.

 Initiation: Kawasan Industri Jababeka: Small cap potential 2 bagger!
Analysts Tim Alamsyah and Felicia Tandiyono initiate coverage on KIJA, Indonesia's largest and most integrated industrial estate with a 5,600ha developed area. Its developed area, with supporting infrastructure, combined with a scarcity for industrial land should enable the company to generate strong sales growth. 

Sektor aneka industri mendorong indeks melaju 0,84% di sesi I

Bloomberg: Astra Gains Most in Seven Weeks After Report on Vehicle Sales

Bloomberg: Indonesia First Half Vehicle Sales Rise 12 Percent, Daily Says

Rekomendasi Saham FA & TA:

Indonesia Stocks: Astra Agro Lestari, Delta Dunia, Indofood CBP

Samuel berikan rekomendasi buy, saham DOID melaju ke level tertinggi 3 minggu

Outlook harga gandum terpangkas 26%, saham ICBP naik ke level tertinggi 8 bulan

UNTR berencana rampungkan akuisisi tambang di akhir Juli

Pagi ini, investor mulai berburu saham PTBA

CPO rebound dari level terendah delapan bulan

Lonjakan harga CPO ikut mendorong harga saham AALI

Subdebt BCA Rp 2 Triliun Baru Terbit Jika CAR Turun Jadi 13% 

Saham CPIN Bertenaga ke Level Rp2.400

Permata Fasilitasi Kredit Hingga Rp1 M ke UNTR

*DELTA DUNIA RISES TO THREE-WEEK HIGH AS SAMUEL RATES NEW `BUY'

BLOOMBERG:*INDOFOOD CBP GAINS TO 8-MONTH HIGH AFTER CUT IN WHEAT FORECAST

*DJ Kawasan Industri Jababeka Started At Buy,Target IDR250 By UBS

PT Multi Indocitra (MICE), Perusahaan distribusi produk kecantikan dan kesehatan, serta produk untuk bayi, anak-anak dan wanita yg sedang hamil atau menyusui, termasuk botol plastik,dot, bedak bayi dan sabun bayi dengan merek Pigeon dan Sanrio. Dan juga distribusi lampu hemat energi HORI dan kemasan botol plastik. PT Multi Indocitra (MICE) membukukan pertumbuhan laba bersih 1Q  2011 sebesar 11,9 miliar dibandingkan 1Q 2010 10,2 miliar atau naik 17%. Adapun proyeksi laba bersih full year 2011  60 miliar dengan EPS Rp 98 dan PE ratio 6x dari penutupan harga kemarin. TP Rp 1000 (disclaimer on)

Inilah Saham Pilihan Senin (4/7/2011)

Rekomendasi Saham
IHSG Masih Bisa Ciptakan Rekor Baru

Rekomendasi: Saham apa yang menarik hari ini?

Uniflora Kembali Jajaki DAVO
FUND manager asing kabarnya sedang memburu saham PT Davomas Abadi Tbk (DAVO). Hal ini menyusul kabar Uniflora, perusahaan asal Eropa, kembali menjajaki akuisisi 51,8% saham DAVO. Sejalan dengan itu, harga perusahaan cokelat ini diprediksi mampu menembus level Rp 140 dalam waktu dekat.

SAHAM PT Bank Panin Tbk (PNBN) akan ditarik ke level Rp 2.000 dalam jangka pendek. Seorang pelaku pasar menyatakan, bank besar asal Tiongkok dan Korea kini tengah menjajaki kepemilikan saham perseroan. Sebab, valuasi PNBN cukup murah di sektor perbankan nasional, dengan PBV hanya 1,73 kali

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.

WINS sedang Didekati Texas Pacific Group

TKIM Dikabarkan akan Bangun Pabrik Kertas Baru

BHIT akan Bawa MNC Sky Vision IPO

Optimisme Pasar Besar, IHSG Bisa Capai Level 4.000 Poin

Weekly Review
Rekor Baru IHSG Bakal Diselingi Koreksi Sehat 

Awal Pekan, Cermati Saham Dekati Cum Dividen

Indeks diduga berlanjut naik pekan ini

IHSG Siap Tembus Level 4.000 di Akhir Juli

IHSG Terancam Profit Taking di Awal Pekan

ASII Tembus Rp67.000, IHSG Lulus Level 4.000

Saham Bank dan Otomotif Angkat Bursa Asia Naik

IPOL Bagi Dividen 11,3% dari Laba Bersih 2010

TOTL Raih Kontrak Baru Rp835M Per Mei

Penerbitan Obligasi Capai Rp22,79T Per Juni 2011

Emiten Asuransi, Dividen AMAG Cukup Tinggi

Saham ASII masih Berkapitalisasi Terbesar

Investor Harus Pandai Analisa

ELTY Siap Bayar Cicilan Sukuk Seri A Rp65,922 M

KRAS naikkan kapasitas produksi anak usaha

Izin dua IPO dan satu rights issue tertahan

SMGR akan bagun tujuh silo

PTBA akan beli saham BATR di kuartal IV

Rights issue LCGP untuk incar dana Rp 900 miliar

IPO Alkindo dijual dengan harga Rp 225

IPO Grup Viva Ditunda Jadi September

Garuda Indonesia Gunakan Dana IPO USD50 Juta

Australia-based company Arcadia Energy Trading (AET) will acquire 65% stake in PT Aek Simonggo Energy, a subsidiary of PT Pembangunan Graha Lestari Indah Tbk (PGLI). In an official statement, previously PGLI held 99% stake in Aek Energy. However, Arcadia plans to acquire 65% stake in Aek Energy. Arcadia is a commodity trader based in Australia, dealing in physical commodities and derivatives products in the energy sector. Arcadia has a wealth of experience across financial markets (International Oil Markets, Australian Electricity Market, Soft Commodity FX and interest rates markets).  Arcadia Energy Trading is a wholly owned subsidiary of Farahead holding Ltd and part of a group of companies which include: Golae LNG Ltd, Arcadia Petroleum Ltd, Frontline Ltd, Smedvig asa, Seadrill

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