2nd session on JCI 06.07.11
@ 3,908.956 (-15.171pts) (-0.387%)
H: 3,933.021 ; L: 3,890.550
Value: 3.71 T (NG 500 B )
Volume: 4.01 B (NG 462 M )
Foreign Nett Sell: 14 B
5 most active stocks by value:
ASII @ 65,100 (+1.81%)
BBRI @ 6,600 (-1.49%)
ADRO @ 2,525 (+1.00%)
KLBF @ 3,625 (0.00%)
SMGR @ 9,750 (+0.52%)
5 most active stocks by volume:
KIJA @ 154 (+3.36%)
SIPD @ 69 (+2.99%)
BKSL @ 128 (-4.48%)
ADMG @ 670 (+11.67%)
LCGP @ 60 (0.00%)
5 most up:
PSDN @ 255 (+24.39%)
TBLA @ 660 (+11.86%)
ADMG @ 670 (+11.67%)
MICE @ 710 (+9.23%)
KDSI @ 245 (+8.89%)
5 most down:
BABP @ 90 (-24.37%)
IIKP @ 520 (-20.00%)
CENT @ 110 (-15.38%)
APIC @ 118 (-10.61%)
GTBO @ 136 (-9.33%)
5 Leading Movers:
CPIN @ 2,275 (+2.88%)
BMRI @ 7,250 (+1.35%)
JPFA @ 5,050 (+0.96%)
ADRO @ 2,525 (+0.93%)
BYAN @ 23,750 (+0.77%)
5 Lagging Movers:
ASII @ 65,100 (-5.68%)
BBRI @ 6,600 (-2.85%)
GGRM @ 48,050 (-1.80%)
BBNI @ 3,800 (-1.62%)
BBCA @ 7,800 (-1.43%)
Rgds, Nadya IsnaeniData administrator Research Dept BNI Securities
Aneka Industri Pimpin Koreksi IHSG Nyaris 3.900
http://pasarmodal.inilah.com/read/detail/1674772/aneka-industri-pimpin-koreksi-ihsg-nyaris-3900
Aksi Beli Jelang Penutupan Tahan IHSG di Level 3.900
http://finance.detik.com/read/2011/07/06/161107/1675991/6/aksi-beli-jelang-penutupan-tahan-ihsg-di-level-3900
Pefindo Tetapkan Peringkat BTEL Jadi 'BBB+'
http://pasarmodal.inilah.com/read/detail/1673672/pefindo-tetapkan-peringkat-btel-jadi-bbb
Penguatan Rupiah Tunggu Arah Pergerakan IHSG
http://pasarmodal.inilah.com/read/detail/1673642/penguatan-rupiah-tunggu-arah-pergerakan-ihsg
Pelita Sejahtera Akuisisi 99% Minna Padi Resort
http://pasarmodal.inilah.com/read/detail/1674102/pelita-sejahtera-akuisisi-99-minna-padi-resort
BBRI, APLN, dan ANTM bergerak tidak wajar hari ini
http://investasi.kontan.co.id/v2/read/1309946398/72138/BBRI-APLN-dan-ANTM-bergerak-tidak-wajar-hari-ini
Anak usaha Adaro peroleh fasilitas pinjaman US$ 750 juta
http://investasi.kontan.co.id/v2/read/1309964803/72164/Anak-usaha-Adaro-peroleh-fasilitas-pinjaman-US-750-juta
TURI berharap pertumbuhan penjualan tahun ini mencapai 20%
http://investasi.kontan.co.id/v2/read/1309964588/72163/TURI-berharap-pertumbuhan-penjualan-tahun-ini-mencapai-20
MIRA negoisasi Northem terkait pembayaran piutang penjualan Apexindo
http://investasi.kontan.co.id/v2/read/1309954477/72155/MIRA-negoisasi-Northem-terkait-pembayaran-piutang-penjualan-Apexindo
Re-audit laporan keuangan per Juni 2011, MIRA ingin suspen dicabut
http://investasi.kontan.co.id/v2/read/1309952831/72154/Re-audit-laporan-keuangan-per-Juni-2011-MIRA-ingin-suspen-dicabut
Agenda 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
Standard Chartered May Be Named Advisor For RUIS 30% Stake Sale At IDR425-IDR450/Share
Bank Mandiri Guyurkan Pinjaman Rp60,3 M untuk WEHA
http://pasarmodal.inilah.com/read/detail/1674442/bank-mandiri-guyurkan-pinjaman-rp603-m-untuk-weha
Saham Tambang Tawarkan Harapan
http://pasarmodal.inilah.com/read/detail/1674162/saham-tambang-tawarkan-harapan
Indo Infrastructure alihkan saham TRUB ke Credit Suisse
http://investasi.kontan.co.id/v2/read/1309937078/72114/Indo-Infrastructure-alihkan-saham-TRUB-ke-Credit-Suisse
Saham BBCA terhempas seiring aksi jual investor asing
http://investasi.kontan.co.id/v2/read/1309939467/72122/Saham-BBCA-terhempas-seiring-aksi-jual-investor-asing
Nomura Beli Saham Jakarta Setiabudi Rp 138 Miliar
http://finance.detik.com/read/2011/07/06/143603/1675903/6/nomura-beli-saham-jakarta-setiabudi-rp-138-miliar
0703 GMT [Dow Jones] STOCK CALL: HSBC upgrades Indofood Agri Resources (5JS.SG) to Neutral from Underweight and cuts its target price to S$1.79 from S$2.04 on lower EPS/higher capex estimates.
Bloomberg: HSBC Says Stay With China; Upgrades Singapore, Australia
Indonesia Stock Movers: Agung Podomoro, Aneka Tambang, Medco
http://www.bloomberg.com/news/2011-07-06/indonesia-stock-movers-agung-podomoro-aneka-tambang-medco.html
Indonesia Raises 2012 GDP Growth Forecast to as Much as 7%
http://www.bloomberg.com/news/2011-07-05/indonesia-raises-2012-gdp-growth-forecast-to-as-much-as-7-1-.html
DBS’s Wee Forecasts Rupiah to Rise 2.8 Percent by December
http://www.bloomberg.com/news/2011-07-06/dbs-s-wee-forecasts-rupiah-to-rise-2-8-percent-by-december.html
Rumours : AKRA : Shell akan ambilalih 32% saham Arthakencana Rayatama; kalau rencana ini benar dan terealisasi, AKRA bisa 3500-4000; disclaimer ON
July 6, 2011 -- Standard & Poor's Ratings Services said today that it had placed its 'B' long-term corporate credit rating on Indonesia-based tire manufacturer PT Gajah Tunggal Tbk. on CreditWatch with negative implications. We also placed our 'B' issue rating on the company's senior secured notes on CreditWatch with negative implications.
Rumor: Salah satu Asset Management Negeri sakura melalui Nomura membeli saham GJTL sebesar 30% alokasi portfolio untuk Indonesia. Kabarnya GJTL akan mencapai level 3700 akhir Juli ini.
BI Diperkirakan Jaga Rupiah di Level Rp8.500/US$
http://pasarmodal.inilah.com/read/detail/1673862/bi-diperkirakan-jaga-rupiah-di-level-rp8500us
Pelita Sejahtera Akuisisi 99% Minna Padi Resort
http://pasarmodal.inilah.com/read/detail/1674102/pelita-sejahtera-akuisisi-99-minna-padi-resort
Asing Bertahan, IHSG Sesi I hanya Turun 0,1%
http://pasarmodal.inilah.com/read/detail/1673732/asing-bertahan-ihsg-sesi-i-hanya-turun-01
Pelita Sejahtera Akuisisi 99% Minna Padi Resort
http://pasarmodal.inilah.com/read/detail/1674102/pelita-sejahtera-akuisisi-99-minna-padi-resort
Semester I, Pembiayaan FIF Capai Rp9,1 Triliun
http://economy.okezone.com/read/2011/07/06/320/476588/semester-i-pembiayaan-fif-capai-rp9-1-triliun
1st session on JCI 06.07.11
@ 3,919.941 (-4.186pts) (-0.107%)
H: 3,933.021 ; L: 3,906.219
Value: 1.74 T (NG 250 B )
Volume: 2.03 B (NG 138 M )
Foreign Nett Buy: 107 B
5 most active stocks by value:
ADRO @ 2,600 (+4.00%)
KLBF @ 3,625 (0.00%)
JPFA @ 5,100 (+9.68%)
BUMI @ 2,975 (0.00%)
CPIN @ 2,300 (+8.24%)
5 most active stocks by volume:
KIJA @ 159 (+6.71%)
SIPD @ 71 (+5.97%)
COWL @ 141 (-5.37%)
TRAM @ 610 (0.00%)
TBLA @ 650 (+10.17%)
5 most up:
PSDN @ 255 (+24.39%)
TBLA @ 650 (+10.17%)
JPFA @ 5,100 (+9.68%)
KDSI @ 245 (+8.89%)
ROTI @ 3,100 (+8.77%)
5 most down:
CENT @ 110 (-15.38%)
AHAP @ 180 (-7.69%)
APIC @ 123 (-6.82%)
COWL @ 141 (-5.37%)
EKAD @ 530 (-5.36%)
5 Leading Movers:
ADRO @ 2,600 (+3.74%)
CPIN @ 2,300 (+3.36%)
BMRI @ 7,250 (+1.35%)
JPFA @ 5,100 (+1.09%)
UNVR @ 14,900 (+0.89%)
5 Lagging Movers:
BBCA @ 7,650 (-5.70%)
BBRI @ 6,600 (-2.85%)
ASII @ 65,750 (-2.60%)
GGRM @ 47,800 (-2.36%)
BBNI @ 3,800 (-1.6e%)
Rgds, Nadya Isnaeni Data administrator Research Dept BNI Securities
Bloomberg: HSBC Says MSCI Asia Ex-Japan Index to Rise 11% by Year-End
Bloomberg: BPD Nusa Tenggara Timur Sells IDR 135 Bln 11.5% 7-Yr Bond
Bergerak Fluktuatif, IHSG Menipis 4 Poin
http://finance.detik.com/read/2011/07/06/120413/1675716/6/bergerak-fluktuatif-ihsg-menipis-4-poin
Ini dia tiga saham bluechips yang menghambat langkah indeks
http://investasi.kontan.co.id/v2/read/1309929453/72103/Ini-dia-tiga-saham-bluechips-yang-menghambat-langkah-indeks
Saham-saham berbasis CPO tergerus di sesi I
http://investasi.kontan.co.id/v2/read/1309926311/72094/Saham-saham-berbasis-CPO-tergerus-di-sesi-I
Sesi Dua, Cermati Saham Komoditas & Infrastruktur
http://pasarmodal.inilah.com/read/detail/1673552/sesi-dua-cermati-saham-komoditas-infrastruktur
Anak Usaha Astra Dapat Restu Menteri Hukum dan HAM
http://finance.detik.com/read/2011/07/06/104337/1675633/6/anak-usaha-astra-dapat-restu-menteri-hukum-dan-ham
Pefindo Tetapkan Peringkat BTEL Jadi 'BBB+'
http://pasarmodal.inilah.com/read/detail/1673672/pefindo-tetapkan-peringkat-btel-jadi-bbb
Penguatan Rupiah Tunggu Arah Pergerakan IHSG
http://pasarmodal.inilah.com/read/detail/1673642/penguatan-rupiah-tunggu-arah-pergerakan-ihsg
IIG Alihkan 0,1% Saham TRUB ke Credit Suisse
http://pasarmodal.inilah.com/read/detail/1673562/iig-alihkan-01-saham-trub-ke-credit-suisse
Anak Usaha MEDC akan Garap PTLG Batam
http://pasarmodal.inilah.com/read/detail/1673372/anak-usaha-medc-akan-garap-ptlg-batam
Tambah Armada, White Horse Dapat Utang Rp 60 Miliar
http://finance.detik.com/read/2011/07/06/102016/1675605/6/tambah-armada-white-horse-dapat-utang-rp-60-miliar
Bloomberg: DBS’s Wee Forecasts Rupiah to Rise 2.8 Percent by December
Agung Podomoro, Benakat, Medco Energi: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-07-06/agung-podomoro-benakat-medco-energi-indonesia-equity-preview.html
TBLA: 550-900. It is now still trading at a historical LOW p/e ratio of only 5.6X 2011 prospective earnings, far below the industrial average p/e ratio of 15X. 2011 net profit could rise to IDR500 billion, or up more than 100% from IDR247 billion at the end of 2010. My 12-month target at a discounted model of 11X average p/e ratio is at IDR1,733. Short term target is at IDR900. It is a buy at any levels for mid- and long term investment.
KAEF: 270-400. First half net profit may rise by 84% to IDR46 billion from IDR25 billion a year earlier due to higher sales and lower cost of sales, thank to the stronger rupiah which helps reduce its cost of imported raw materials. It is now trading at a p/e ratio of only 11.8X its 2011 prospective earnings, far below the industrial p/e average of 15X. At that average KAEF should be fairly valued at IDR270/share. Best buy is at any levels below IDR275.
POLY: 390-550. PT Asia Pacific Fibers announced earnings results for the first quarter of 2011. The profit recorded by the company totaling IDR 410.7 billion or an increase of 80.74%. If performance persists, 2011 full year net profit may rise by 379% to IDR1.6 trillion ( EPS: IDR672) due to higher sales which is expected to increase by 30% to exceed IDR5 trillion from IDR4.46 trillion a year earlier. It is now trading at P/E ratio of only 0.58X 2011 earnings. TP: IDR1,200
Produk HSM Karakatau Steel akan Angkat Penjualan
http://pasarmodal.inilah.com/read/detail/1672942/produk-hsm-karakatau-steel-akan-angkat-penjualan
Bloomberg: Medco Gains Most in Two Weeks as Unit Wins Power Plant Tender
BLOOMBERG: *S&P PLACES PT GAJAH TUNGGAL 'B' RATING ON WATCH NEGATIVE
Awas, Hari Ini IHSG Rawan Koreksi!
http://pasarmodal.inilah.com/read/detail/1672912/awas-hari-ini-ihsg-rawan-koreksi
Lautan Luas Tambah Modal Setor di Anak Usaha
http://pasarmodal.inilah.com/read/detail/1672972/lautan-luas-tambah-modal-setor-di-anak-usaha
@ 3,908.956 (-15.171pts) (-0.387%)
H: 3,933.021 ; L: 3,890.550
Value: 3.71 T (NG 500 B )
Volume: 4.01 B (NG 462 M )
Foreign Nett Sell: 14 B
5 most active stocks by value:
ASII @ 65,100 (+1.81%)
BBRI @ 6,600 (-1.49%)
ADRO @ 2,525 (+1.00%)
KLBF @ 3,625 (0.00%)
SMGR @ 9,750 (+0.52%)
5 most active stocks by volume:
KIJA @ 154 (+3.36%)
SIPD @ 69 (+2.99%)
BKSL @ 128 (-4.48%)
ADMG @ 670 (+11.67%)
LCGP @ 60 (0.00%)
5 most up:
PSDN @ 255 (+24.39%)
TBLA @ 660 (+11.86%)
ADMG @ 670 (+11.67%)
MICE @ 710 (+9.23%)
KDSI @ 245 (+8.89%)
5 most down:
BABP @ 90 (-24.37%)
IIKP @ 520 (-20.00%)
CENT @ 110 (-15.38%)
APIC @ 118 (-10.61%)
GTBO @ 136 (-9.33%)
5 Leading Movers:
CPIN @ 2,275 (+2.88%)
BMRI @ 7,250 (+1.35%)
JPFA @ 5,050 (+0.96%)
ADRO @ 2,525 (+0.93%)
BYAN @ 23,750 (+0.77%)
5 Lagging Movers:
ASII @ 65,100 (-5.68%)
BBRI @ 6,600 (-2.85%)
GGRM @ 48,050 (-1.80%)
BBNI @ 3,800 (-1.62%)
BBCA @ 7,800 (-1.43%)
Rgds, Nadya IsnaeniData administrator Research Dept BNI Securities
Aneka Industri Pimpin Koreksi IHSG Nyaris 3.900
http://pasarmodal.inilah.com/read/detail/1674772/aneka-industri-pimpin-koreksi-ihsg-nyaris-3900
Aksi Beli Jelang Penutupan Tahan IHSG di Level 3.900
http://finance.detik.com/read/2011/07/06/161107/1675991/6/aksi-beli-jelang-penutupan-tahan-ihsg-di-level-3900
Pefindo Tetapkan Peringkat BTEL Jadi 'BBB+'
http://pasarmodal.inilah.com/read/detail/1673672/pefindo-tetapkan-peringkat-btel-jadi-bbb
Penguatan Rupiah Tunggu Arah Pergerakan IHSG
http://pasarmodal.inilah.com/read/detail/1673642/penguatan-rupiah-tunggu-arah-pergerakan-ihsg
Pelita Sejahtera Akuisisi 99% Minna Padi Resort
http://pasarmodal.inilah.com/read/detail/1674102/pelita-sejahtera-akuisisi-99-minna-padi-resort
BBRI, APLN, dan ANTM bergerak tidak wajar hari ini
http://investasi.kontan.co.id/v2/read/1309946398/72138/BBRI-APLN-dan-ANTM-bergerak-tidak-wajar-hari-ini
Anak usaha Adaro peroleh fasilitas pinjaman US$ 750 juta
http://investasi.kontan.co.id/v2/read/1309964803/72164/Anak-usaha-Adaro-peroleh-fasilitas-pinjaman-US-750-juta
TURI berharap pertumbuhan penjualan tahun ini mencapai 20%
http://investasi.kontan.co.id/v2/read/1309964588/72163/TURI-berharap-pertumbuhan-penjualan-tahun-ini-mencapai-20
MIRA negoisasi Northem terkait pembayaran piutang penjualan Apexindo
http://investasi.kontan.co.id/v2/read/1309954477/72155/MIRA-negoisasi-Northem-terkait-pembayaran-piutang-penjualan-Apexindo
Re-audit laporan keuangan per Juni 2011, MIRA ingin suspen dicabut
http://investasi.kontan.co.id/v2/read/1309952831/72154/Re-audit-laporan-keuangan-per-Juni-2011-MIRA-ingin-suspen-dicabut
Agenda 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
Standard Chartered May Be Named Advisor For RUIS 30% Stake Sale At IDR425-IDR450/Share
Bank Mandiri Guyurkan Pinjaman Rp60,3 M untuk WEHA
http://pasarmodal.inilah.com/read/detail/1674442/bank-mandiri-guyurkan-pinjaman-rp603-m-untuk-weha
Saham Tambang Tawarkan Harapan
http://pasarmodal.inilah.com/read/detail/1674162/saham-tambang-tawarkan-harapan
Indo Infrastructure alihkan saham TRUB ke Credit Suisse
http://investasi.kontan.co.id/v2/read/1309937078/72114/Indo-Infrastructure-alihkan-saham-TRUB-ke-Credit-Suisse
Saham BBCA terhempas seiring aksi jual investor asing
http://investasi.kontan.co.id/v2/read/1309939467/72122/Saham-BBCA-terhempas-seiring-aksi-jual-investor-asing
Nomura Beli Saham Jakarta Setiabudi Rp 138 Miliar
http://finance.detik.com/read/2011/07/06/143603/1675903/6/nomura-beli-saham-jakarta-setiabudi-rp-138-miliar
0703 GMT [Dow Jones] STOCK CALL: HSBC upgrades Indofood Agri Resources (5JS.SG) to Neutral from Underweight and cuts its target price to S$1.79 from S$2.04 on lower EPS/higher capex estimates.
Bloomberg: HSBC Says Stay With China; Upgrades Singapore, Australia
Indonesia Stock Movers: Agung Podomoro, Aneka Tambang, Medco
http://www.bloomberg.com/news/2011-07-06/indonesia-stock-movers-agung-podomoro-aneka-tambang-medco.html
Indonesia Raises 2012 GDP Growth Forecast to as Much as 7%
http://www.bloomberg.com/news/2011-07-05/indonesia-raises-2012-gdp-growth-forecast-to-as-much-as-7-1-.html
DBS’s Wee Forecasts Rupiah to Rise 2.8 Percent by December
http://www.bloomberg.com/news/2011-07-06/dbs-s-wee-forecasts-rupiah-to-rise-2-8-percent-by-december.html
Rumours : AKRA : Shell akan ambilalih 32% saham Arthakencana Rayatama; kalau rencana ini benar dan terealisasi, AKRA bisa 3500-4000; disclaimer ON
July 6, 2011 -- Standard & Poor's Ratings Services said today that it had placed its 'B' long-term corporate credit rating on Indonesia-based tire manufacturer PT Gajah Tunggal Tbk. on CreditWatch with negative implications. We also placed our 'B' issue rating on the company's senior secured notes on CreditWatch with negative implications.
Rumor: Salah satu Asset Management Negeri sakura melalui Nomura membeli saham GJTL sebesar 30% alokasi portfolio untuk Indonesia. Kabarnya GJTL akan mencapai level 3700 akhir Juli ini.
BI Diperkirakan Jaga Rupiah di Level Rp8.500/US$
http://pasarmodal.inilah.com/read/detail/1673862/bi-diperkirakan-jaga-rupiah-di-level-rp8500us
Pelita Sejahtera Akuisisi 99% Minna Padi Resort
http://pasarmodal.inilah.com/read/detail/1674102/pelita-sejahtera-akuisisi-99-minna-padi-resort
Asing Bertahan, IHSG Sesi I hanya Turun 0,1%
http://pasarmodal.inilah.com/read/detail/1673732/asing-bertahan-ihsg-sesi-i-hanya-turun-01
Pelita Sejahtera Akuisisi 99% Minna Padi Resort
http://pasarmodal.inilah.com/read/detail/1674102/pelita-sejahtera-akuisisi-99-minna-padi-resort
Semester I, Pembiayaan FIF Capai Rp9,1 Triliun
http://economy.okezone.com/read/2011/07/06/320/476588/semester-i-pembiayaan-fif-capai-rp9-1-triliun
1st session on JCI 06.07.11
@ 3,919.941 (-4.186pts) (-0.107%)
H: 3,933.021 ; L: 3,906.219
Value: 1.74 T (NG 250 B )
Volume: 2.03 B (NG 138 M )
Foreign Nett Buy: 107 B
5 most active stocks by value:
ADRO @ 2,600 (+4.00%)
KLBF @ 3,625 (0.00%)
JPFA @ 5,100 (+9.68%)
BUMI @ 2,975 (0.00%)
CPIN @ 2,300 (+8.24%)
5 most active stocks by volume:
KIJA @ 159 (+6.71%)
SIPD @ 71 (+5.97%)
COWL @ 141 (-5.37%)
TRAM @ 610 (0.00%)
TBLA @ 650 (+10.17%)
5 most up:
PSDN @ 255 (+24.39%)
TBLA @ 650 (+10.17%)
JPFA @ 5,100 (+9.68%)
KDSI @ 245 (+8.89%)
ROTI @ 3,100 (+8.77%)
5 most down:
CENT @ 110 (-15.38%)
AHAP @ 180 (-7.69%)
APIC @ 123 (-6.82%)
COWL @ 141 (-5.37%)
EKAD @ 530 (-5.36%)
5 Leading Movers:
ADRO @ 2,600 (+3.74%)
CPIN @ 2,300 (+3.36%)
BMRI @ 7,250 (+1.35%)
JPFA @ 5,100 (+1.09%)
UNVR @ 14,900 (+0.89%)
5 Lagging Movers:
BBCA @ 7,650 (-5.70%)
BBRI @ 6,600 (-2.85%)
ASII @ 65,750 (-2.60%)
GGRM @ 47,800 (-2.36%)
BBNI @ 3,800 (-1.6e%)
Rgds, Nadya Isnaeni Data administrator Research Dept BNI Securities
Bloomberg: HSBC Says MSCI Asia Ex-Japan Index to Rise 11% by Year-End
Bloomberg: BPD Nusa Tenggara Timur Sells IDR 135 Bln 11.5% 7-Yr Bond
Bergerak Fluktuatif, IHSG Menipis 4 Poin
http://finance.detik.com/read/2011/07/06/120413/1675716/6/bergerak-fluktuatif-ihsg-menipis-4-poin
Ini dia tiga saham bluechips yang menghambat langkah indeks
http://investasi.kontan.co.id/v2/read/1309929453/72103/Ini-dia-tiga-saham-bluechips-yang-menghambat-langkah-indeks
Saham-saham berbasis CPO tergerus di sesi I
http://investasi.kontan.co.id/v2/read/1309926311/72094/Saham-saham-berbasis-CPO-tergerus-di-sesi-I
Sesi Dua, Cermati Saham Komoditas & Infrastruktur
http://pasarmodal.inilah.com/read/detail/1673552/sesi-dua-cermati-saham-komoditas-infrastruktur
Anak Usaha Astra Dapat Restu Menteri Hukum dan HAM
http://finance.detik.com/read/2011/07/06/104337/1675633/6/anak-usaha-astra-dapat-restu-menteri-hukum-dan-ham
Pefindo Tetapkan Peringkat BTEL Jadi 'BBB+'
http://pasarmodal.inilah.com/read/detail/1673672/pefindo-tetapkan-peringkat-btel-jadi-bbb
Penguatan Rupiah Tunggu Arah Pergerakan IHSG
http://pasarmodal.inilah.com/read/detail/1673642/penguatan-rupiah-tunggu-arah-pergerakan-ihsg
IIG Alihkan 0,1% Saham TRUB ke Credit Suisse
http://pasarmodal.inilah.com/read/detail/1673562/iig-alihkan-01-saham-trub-ke-credit-suisse
Anak Usaha MEDC akan Garap PTLG Batam
http://pasarmodal.inilah.com/read/detail/1673372/anak-usaha-medc-akan-garap-ptlg-batam
Tambah Armada, White Horse Dapat Utang Rp 60 Miliar
http://finance.detik.com/read/2011/07/06/102016/1675605/6/tambah-armada-white-horse-dapat-utang-rp-60-miliar
Bloomberg: DBS’s Wee Forecasts Rupiah to Rise 2.8 Percent by December
Agung Podomoro, Benakat, Medco Energi: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-07-06/agung-podomoro-benakat-medco-energi-indonesia-equity-preview.html
TBLA: 550-900. It is now still trading at a historical LOW p/e ratio of only 5.6X 2011 prospective earnings, far below the industrial average p/e ratio of 15X. 2011 net profit could rise to IDR500 billion, or up more than 100% from IDR247 billion at the end of 2010. My 12-month target at a discounted model of 11X average p/e ratio is at IDR1,733. Short term target is at IDR900. It is a buy at any levels for mid- and long term investment.
KAEF: 270-400. First half net profit may rise by 84% to IDR46 billion from IDR25 billion a year earlier due to higher sales and lower cost of sales, thank to the stronger rupiah which helps reduce its cost of imported raw materials. It is now trading at a p/e ratio of only 11.8X its 2011 prospective earnings, far below the industrial p/e average of 15X. At that average KAEF should be fairly valued at IDR270/share. Best buy is at any levels below IDR275.
POLY: 390-550. PT Asia Pacific Fibers announced earnings results for the first quarter of 2011. The profit recorded by the company totaling IDR 410.7 billion or an increase of 80.74%. If performance persists, 2011 full year net profit may rise by 379% to IDR1.6 trillion ( EPS: IDR672) due to higher sales which is expected to increase by 30% to exceed IDR5 trillion from IDR4.46 trillion a year earlier. It is now trading at P/E ratio of only 0.58X 2011 earnings. TP: IDR1,200
Produk HSM Karakatau Steel akan Angkat Penjualan
http://pasarmodal.inilah.com/read/detail/1672942/produk-hsm-karakatau-steel-akan-angkat-penjualan
Bloomberg: Medco Gains Most in Two Weeks as Unit Wins Power Plant Tender
BLOOMBERG: *S&P PLACES PT GAJAH TUNGGAL 'B' RATING ON WATCH NEGATIVE
Awas, Hari Ini IHSG Rawan Koreksi!
http://pasarmodal.inilah.com/read/detail/1672912/awas-hari-ini-ihsg-rawan-koreksi
Lautan Luas Tambah Modal Setor di Anak Usaha
http://pasarmodal.inilah.com/read/detail/1672972/lautan-luas-tambah-modal-setor-di-anak-usaha
BLOOMBERG: *MEDCO UNIT WINS TENDER FOR 179 BLN RUPIAH POWER PLANT PROJECT. *MEDCO POWER, PARTNERS TO BUILD GAS-FIRED POWER PLANT IN BATAM
Bloomberg: United Tractors Favored by Credit Suisse; BNP More Cautious
Bloomberg: Agung Podomoro May Sell 800 Bln Rupiah of Bonds, Bisnis Reports
Inilah Rekomendasi Saham Pilihan Rabu (6/7)
Rekomendasi Saham
IHSG Masih Diterpa Ambil Untung
Rekomendasi: Saham apa yang menarik hari ini?
RUMOR PASAR
INILAH.COM, Jakarta - PT Astra Agro Lestari Tbk (AALI) sebagai emiten CPO akan diuntungkan menjelang aktifitas puasa dan lebaran tahun ini. Saat ini perseroan melakukan penjualan didominasi pasar lokal hingga 91% dari ttal produk yang dihasilkan setiap tahun. Pada bulan Mei lalu, perseroan memproduksi 485.889 ton CPO. Pada perdagangan kemarin saham perseroan turun Rp50 ke Rp23.350 dengan volume 688 saham senilai Rp7,9 miliar sebanyak 219 kali transaksi.
INILAH.COM, Jakarta - PT Millennium Pharmacon International Tbk (SDPC) dikabarkan sedang didekati perusahaan farmasi besar yang akan mengakuisisi saham perseroan. Saham SDPC diperkirakan akan dapat menembus level 100-200 dalam jangka pendek. Perseroan juga rencananya akan membangun pabrik obat untuk meningkatkan kinerja tahun ini. Pada perdagangan kemarin saham SDPC ditutup turun Rp1 ke Rp72 dengan volume 30 saham senilai Rp1,08 juta sebanyak 3 kali transaksi.
INILAH.COM, Jakarta - PT Mutika Ratu Tbk (MRAT) dikabarkan sedang didekati perusahaan kosmetik, Oriflame. Perusahaan asal dunia asal Swedia ini disebut-sebut akan membeli hak paten produk Mustika Ratu untuk dipasarkan di Eropa. Sebaliknya MRAT akan melakukan distribusi produk Oriflame di Indonesia dan juga Asia. Saham MRAT pada perdagangan kemarin tutup menguat Rp10 ke Rp540 dengan volume perdagangan 4.834 saham senilai Rp1,3 miliar sebanyak 303 kali transaksi.
Jangan Main-main Dulu di Saham BUMI!
WEHA Raih Kredit Rp60,3 Miliar dari Mandiri
AUTO Dirikan Anak Usaha Baru
Bahaya! Jika IHSG Turun ke Bawah 3.850
PTPP Miliki Sisa Dana IPO Senilai Rp328,8 M
Sektor Perbankan Picu Bursa Asia Tidak Bergairah
AISA mengoperasikan pabrik beras di Cikarang sejak Juli
Demi efisiensi, LPPF merger dengan Meadow
Panorama raih kredit Rp60,3 miliar dari Mandiri
RUPSLB Matahari tertunda
Moody’s Pangkas Peringkat Portugal 4 Tingkat
BJBR menjajaki merger 52 BPR anak usaha (BJBR, Rp1.200)
Bank Pembangunan Daerah Jawa Barat dan Banten tengah menjajaki penggabungan usaha atau merger 52 bank perkreditan rakyat (BPR) anak usaha. Upaya ini dilakukan untuk menyehatkan dan memperkuat posisi BPR tersebut. Kepemilikan BJBR di BPR-BPR tersebut bervariasi dengan kepemilikan maksimal 15%. Menurut manajemen BJBR, perseroan telah menyiapkan dana Rp300milyar untuk memperbesar kepemilikannya di BPR anak usaha.
APLN berencana menerbitkan obligasi Rp800milyar (APLN, Rp330)
Agung Podomoro Land berencana menerbitkan surat utang senilai Rp800milyar pada tahun ini, sebagai salah satu alternative pendanaan untuk belanja modal. Perseroan telah menunjuk Mandiri Sekuritas, Danareksa Sekuritas, Deutsche Bank dan Standard Chartered Indonesia sebagai penjamin emisi obligasi.
Trades of the Day...
Fundamentally:
CIMB mempertahankan rating OVERWEIGHT untuk coal sector karena underperformance pada 2Q11. Kami percaya untuk 3Q11 demand akan menguat mendukung ASP. Positive earnings 53% CAGR 2010-13. Meskipun volume growth melambat pada 2Q, namun akan membaik pada 3Q karena cuaca yang lebih baik. Sector ini pada 12.3x forward PER, 10% discount terhadap 3yr historical average. Top pick kami adalah HRUM, PTBA, BORN dengan target harga Rp12k, Rp26k, Rp2k. Satu-satunya neutral rating adalah untuk ADRO dengan TP Rp2600
Stocks finished mixed in choppy, low-volume trading Tuesday, with the Dow and S&P breaking a five-day winning streak, as investors largely shrugged off Moody's downgrade of Portugal's rating into junk territory and ahead of some key employment news expected later this week.
Dow. 12569.87. -12.90 -0.10%
Nasdaq. 2825.77. +9.74. +0.35%
S&P 500. 1337.88. -1.79. -0.13%
FTSE. 6024.03. +6.49. +0.11%
Dax. 7439.44. -3.52. -0.05%
CAC40. 3978.83. -24.28. -0.61%. Oil. 96.97. +2.00. +2.10%
Gold. 1512.700.+30.100.+2.03%
Rupiah. 8540
Euro. 1.4422
TLKM. 33.98. -0.47. -1.36% Rp7254
ISAT. 29.91.+0.00. +0.00. Rp5109
BumiPLC 1131.00. -9.00. -0.79%
EIDO. 32.32. -0.44. -1.34%
Timah. 26445. +845. +3.30%
Nickel. 23300. +180. +0.78%
CPOSep3040RM-10RM-0.33%$1008
Corn. 612.500. +15.750+2.64%
SoybeanOil.56.210. -0.090. -0.16%
Wheat. 635.500. +23.250+3.80%
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