Thursday, July 7, 2011

Laporan & Rumor Saham Indonesia 07-07 (Refresh)

Bloomberg: Gudang Garam Advances, Boosting Stock Index, as Estimate Raised

Bloomberg: Astra Agro Sells 8,000 Tons of Palm Oil at Auction

Bloomberg: Prakarsa Semesta Alam Sells IDR 54 Billion 1.5-Yr MTN 

Indonesia Stocks: Bank Panin, Bumi Resources, United Tractors
http://www.bloomberg.com/news/2011-07-07/indonesia-stocks-bank-panin-sampoerna-agro-united-tractors.html

Asing Masuk Rp1,9 T, IHSG Naik 30 Poin
http://pasarmodal.inilah.com/read/detail/1677912/asing-masuk-rp19-t-ihsg-naik-30-poin

Menanjak 30 Poin, IHSG Mantapkan Posisi di Level 3.900 
http://finance.detik.com/read/2011/07/07/160838/1676761/6/menanjak-30-poin-ihsg-mantapkan-posisi-di-level-3900

Asing paling banyak koleksi ASII, BMRI, dan GGRM di sesi sore
http://investasi.kontan.co.id/v2/read/1310031420/72253/Asing-paling-banyak-koleksi-ASII-BMRI-dan-GGRM-di-sesi-sore

UNTR Akuisisi Saham Bukit Enim Senilai US$21 Juta
http://pasarmodal.inilah.com/read/detail/1677762/untr-akuisisi-saham-bukit-enim-senilai-us21-juta

CLSA naikkan proyeksi harga, GGRM jadi pendongkrak IHSG kedua terbesar
http://investasi.kontan.co.id/v2/read/1310029110/72247/CLSA-naikkan-proyeksi-harga-GGRM-jadi-pendongkrak-IHSG-kedua-terbesar

Harga Mahal, BLTA Tunda Beli Kapal Tanker Kimia
http://pasarmodal.inilah.com/read/detail/1677532/harga-mahal-blta-tunda-beli-kapal-tanker-kimia

ELSA belum terima ganti dana yang dibobol di Bank Mega
http://investasi.kontan.co.id/v2/read/1310027840/72242/ELSA-belum-terima-ganti-dana-yang-dibobol-di-Bank-Mega

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


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

Jakarta - PT Bank Internasional Indonesia Tbk (BNII) menambah kepemilikan sahamnya di PT Wahana Ottomitra Multiartha Tbk (WOMF) sebanyak 239,4 juta lembar (11,97%) saham. Kini, jumlah kepemilikan BII di WOM Finance menjadi 62%.

*DJ Matahari Putra Plans To Merge With Meadow Indonesia - Lippo Group Chairman
*DJ Matahari Plans To Seek Holders OK For Merger On August 22
*DJ New Entity May Seek Seek Strategic Partner To Develop Hypermart Business
*DJ Matahari Plans To Seek Holders OK For Merger On August 22
*DJ Matahari Putra Plans To Merge With Meadow Indonesia - Lippo Group Chairman


Bloomberg: United Tractors’ Unit Acquires 20% Stake in Bukit Enim Energi

Bloomberg: FKS Multi Gains to Four-Year High as Cattle Export Ban Lifted

2012, Tambahan Jam Perdagangan Saham Diberlakukan
http://pasarmodal.inilah.com/read/detail/1677262/2012-tambahan-jam-perdagangan-saham-diberlakukan

Bank Permata Batalkan Niat Akuisisi Bank Muamalat 
http://finance.detik.com/read/2011/07/07/132526/1676593/5/bank-permata-batalkan-niat-akuisisi-bank-muamalat

Investor Asing Borong Saham Indomobil Rp 1,2 Triliun 
http://finance.detik.com/read/2011/07/07/124305/1676550/6/investor-asing-borong-saham-indomobil-rp-12-triliun

Lepas kepemilikan di Jakarta Setiabudi, saham PNBN melejit 2,3%
http://investasi.kontan.co.id/v2/read/1310021444/72227/Lepas-kepemilikan-di-JSPT-saham-PNBN-reli-tertajam-dalam-empat-pekan


1st session on JCI 07.07.11
@ 3,937.028 (+28.072pts) (+0.718%)
H: 3,944.579 ; L: 3,908.572
Value: 4.71 T (NG 2.97 T )
Volume: 2.01 B (NG 453 M )
Foreign Nett Buy: 1.80 T

5 most active stocks by value:
ASII @ 65,200 (+0.15%)
BMRI @ 7,350 (+1.38%)
UNTR @ 25,450 (+3.25%)
BBRI @ 6,700 (+1.52%)
BUMI @ 2,975 (-0.83%)

5 most active stocks by volume:
KIJA @ 157 (+1.95%)
ADMG @ 720 (+7.46%)
TRAM @ 610 (+1.67%)
SIPD @ 68 (-1.45%)
BHIT @ 230 (0.00%)

5 most up:
PSDN @ 315 (+23.53%)
IIKP @ 640 (+23.08%)
MLIA @ 495 (+22.22%)
FISH @ 2,350 (+14.63%)
GTBO @ 154 (+13.24%)

5 most down:
MFMI @ 285 (-9.52%)
APIC @ 109 (-7.63%)
KDSI @ 230 (-6.12%)
LCGP @ 57 (-5.00%)
JECC @ 500 (-3.85%)

5 Leading Movers:
UNTR @ 25,450 (+3.49%)
GGRM @ 49,350 (+2.92%)
BBRI @ 6,700 (+2.85%)
BMRI @ 7,350 (+2.70%)
CPIN @ 2,350 (+1.44%)

5 Lagging Movers:
BBCA @ 7,750 (-1.43%)
BNII @ 560 (-0.65%)
BUMI @ 2,975 (-0.60%)
ANTM @ 2,100 (-0.55%)
KLBF @ 3,600 (-0.29%)
Rgds, Nadya Isnaeni Data administrator Research Dept BNI Securities


Menu Sesi II: Sektor Bank, Batubara dan Grup Astra. Net buy asing Rp 1.8 triliun
http://pasarmodal.inilah.com/read/detail/1676932/menu-sesi-ii-sektor-bank-batubara-dan-grup-astra

Saham Konsumer Melesat, IHSG Naik 28 Poin 
http://finance.detik.com/read/2011/07/07/120622/1676523/6/saham-konsumer-melesat-ihsg-naik-28-poin

Sektor perdagangan pimpin IHSG naik 1,85% di sesi pagi
http://investasi.kontan.co.id/v2/read/1310015764/72217/Sektor-perdagangan-pimpin-IHSG-naik-185-di-sesi-pagi

Indonesia Stocks: Bank Panin, Sampoerna Agro, United Tractors
http://www.bloomberg.com/news/2011-07-07/indonesia-stocks-bank-panin-sampoerna-agro-united-tractors.html

Mitra, Wahana, Panin, United Tractors: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-07-07/mitra-wahana-panin-united-tractors-indonesia-equity-preview.html

Bahana Beacon: Spotlight - Wijaya Karya - Expanding mode (WIKA-BUY-IDR670-TP:830)

GJTL: Asset MAnagement Jepang sudah masuk ke GJTL melalui JP Morgan hari ini. Mereka menargetkan saham ini berada di posisi Rp3,700 akhir bulan ini. (disc on)

CHINA PHARMACEUTICAL GROUP (1093; HK) is talking with PT Pyridam International Corp. To Buy Up to 28% Stake In Pyfa. The china company is bidding at 2.1X book value or equal with IDR321.2. (disc on) 


Bloomberg: Rupiah, Bonds Gain as Global Funds Bolster Indonesian Holdings

Adaro Dapat Guyuran Pinjaman US$750 Juta
http://pasarmodal.inilah.com/read/detail/1676392/adaro-dapat-guyuran-pinjaman-us750-juta

Bloomberg: United Rises to at Least 19-Year High on Stake Purchase Report


Trades of the Day...
Fundamentally:
CIMB mempertahankan rating OVERWEIGHT untuk banking sector dengan top pick pada BMRI, BBKP, BBTN masing-masing dengan target harga Rp 9300, 1200, 2800. Ditengah apresiasi Rupiah, external debt/GDP terus merosot ke 27.4% pada 1Q11 dari 28.3% pada 2010 dan 36% di 2006. External debt dari private sector lebih banyak yang mature pada short term daripada pemerintah. Sepertinya domestic bank masih menjadi pilihan untuk berhutang dan mengurangi resiko terulangnya 1997.

Bloomberg: Pertamina Plans to Buy 51% Stake in Mahakam Block, Kontan Says

Bloomberg: Bank Panin Sells 15% Stake in Jakarta Setiabudi, Daily Reports

BLOOMBERG: *INDONESIA 2011 GROWTH FORECAST RAISED TO 6.5% FROM 6.4% BY HSBC

BLOOMBERG: *FITCH REVISES PROCESS OF ASSIGNING NATL RATINGS IN INDONESIA

Bloomberg: Bank Internasional Acquires 12% Stake of Wahana, Daily Reports

Bloomberg: United Tractors Acquires 20% Stake of Bukit Enim, Daily Reports

Bloomberg: Coal Worst Quarter of 2011 Looms on China, Japan: Energy Markets

Inilah Menu Saham Hari Ini

IHSG diprediksi terkoreksi

Rekomendasi Saham
IHSG Masih Bergerak Fluktuatif 

ASII Masih Koreksi, Saat Tepat Akumulasi

RUMOR PASAR
INILAH.COM, Jakarta - Rumor positif menerpa PT Tunas Baru Lampung Tbk (TBLA). Sekitar 20% sahamnya dikabarkan akan dibeli pengusaha ternama Prajogo Pangestu. Rumor ini ramai dibicarakan sebagian pelaku pasar. Selain itu, Prajogo Pangestu melalui unit usahanya, dikabarkan juga akan membeli saham TBLA di pasar. Pada penutupan perdagangan kemarin (6/7), saham TBLA ditutup naik Rp70 ke Rp660.

SDPC Jadi Target Akuisisi
SAHAM PT Millennium Pharmacon International Tbk (SDPC) berpeluang tembus level Rp 100-200 dalam jangka pendek. Saat ini berembus kabar SDPC jadi target akuisisi perusahaan farmasi ternama yang juga tercatat di BEI. Selain itu, dikabarkan SDPC akan membangun pabrik obat, sehingga kinerja bakal terkerek. Selasa (5/7), saham SDPC turun Rp 1 (-1,3%) ke level Rp 72.

Setelah Yunani, Giliran Portugal Gerus Rupiah

Indosurya: Jika pasar mendukung, buy on weakness HRUM, GJTL, dan INTP

WIKA Raih Kontrak Rp5,8 Triliun

Pendapatan Multi Indocitra diprediksi naik 15%

Stok turun untuk pekan kelima, harga minyak berhasil reli

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