Monday, July 11, 2011

Laporan & Rumor Saham Indonesia 11-07 (Refresh)

Jika anda ingin mendapatkan hasil seperti dibawah ini, ikuti workshop CTA "9 Methods of Simple & Powerful TA" 16-17 Juli 2011.


Track Records CTA Strategy:
CMNP, LCGP hari ini rally +22% sempat menyentuh 82 (Technical lebih dulu memberikan signal potensi rally ketimbang news & fundamental).
08/07: @CTA Strategy: Hold Buy 27 (ITMG+IMAS+SGRO) saham, hanya 2 saham underperform (EKAD-GREN) = Akurasi > +90%


HOLD BUY 27 saham 2nd liners (target ada di artikel sebelumnya 23/24 Juni): SIPD/RUIS/CMNP/EKAD/JPRS/LCGP/INTA/MASA/DOID/CFIN/JTPE/CNKO/IPOL/MICE/GREN/BJBR/BORN/CMNP-DOID (01-07)/GJTL-CPIN-BUMI (05-07). @ADMG buy breakout 620 target 670 (tercapai sesi 2 06/07)/780/850 selama diatas 450/460; @MNCN Buy 960/970 target 1.150 stop dibawah 900; 07/07 @IMAS buy breakout 8.900 target 9.400/10.700; 10.44 WIB @ITMG Buy breakout 46.100 target 48.000 selama diatas 44.850 Done; 08/07 @SGRO Buy target 3.600, add buy jika tembus target 3.950 selama diatas 3.300.


2nd session on JCI 11.07.11
@ 3,995.587 (-8.104pts) (-0.202%)
H: 4,002.759 ; L: 3,971.315
Value: 4.38 T (NG 766 B )
Volume: 3.68 B (NG 760 M )
Foreign Nett Buy: 61 B


5 most active stocks by value:
ASII @ 68,000 (+0.29%)
BMRI @ 7,700 (+1.32%)
ITMG @ 47,750 (+1.27%)
BUMI @ 3,000 (-0.83%)
IMAS @ 10,300 (+4.57%)


5 most active stocks by volume:
LCGP @ 76 (+22.58%)
ENRG @ 197 (-1.50%)
DEWA @ 105 (+1.94%)
KIJA @ 156 (+1.30%)
TRAM @ 600 (-1.64%)


5 most up:
LCGP @ 76 (+22.58%)
LPCK @ 670 (+11.67%)
AMRT @ 4,000 (+11.11%)
MFMI @ 325 (+10.17%)
LION @ 5,700 (+7.55%)


5 most down:
GSMF @ 80 (-21.57%)
TIFA @ 260 (-16.13%)
ARGO @ 900 (-10.00%)
WOMF @ 425 (-9.57%)
LAMI @ 190 (-9.52%)


5 Leading Movers:
BMRI @ 7,700 (+2.70%)
AMRT @ 4,000 (+1.60%)
BBRI @ 6,850 (+1.43%)
HRUM @ 10,100 (+1.42%)
AUTO @ 4,075 (+1.13%)


5 Lagging Movers:
TLKM @ 7,050 (-3.53%)
GGRM @ 49,650 (-3.03%)
ADRO @ 2,575 (-0.93%)
SMGR @ 9,800 (-0.69%)
INTP @ 16,700 (-0.64%)
Rgds, Nadya Isnaeni Data administrator Research Dept BNI Securities


Despite Jobs Disappointment, Buffett Still Doesn't Expect Double-Dip
http://www.cnbc.com/id/43684048


Stocks Set for Gains as Earnings Begin: HSBC Analysts
http://www.cnbc.com/id/43708990


Whatever Happens, Commodities Win: Jim Rogers
http://www.cnbc.com/id/43708130


Turun 8 Poin, IHSG Tinggalkan Level 4.000 
http://finance.detik.com/read/2011/07/11/160621/1678941/6/turun-8-poin-ihsg-tinggalkan-level-4000


Asing Net Buy, IHSG Ditutup hanya Turun 0,2%
http://pasarmodal.inilah.com/read/detail/1688582/asing-net-buy-ihsg-ditutup-hanya-turun-02


Asing getol lepas TLKM, GGRM, dan ADRO di sesi kedua
http://investasi.kontan.co.id/v2/read/1310377050/72549/Asing-getol-lepas-TLKM-GGRM-dan-ADRO-di-sesi-kedua


Indonesia Stocks: Darma Henwa, Laguna, Medco, Sampoerna Agro
http://www.bloomberg.com/news/2011-07-11/indonesia-stocks-astra-agro-medco-energi-internasional-timah.html


SAHAM LCGP
Dikabarkan bakal bangun superblok, saham LCGP meroket 23%
http://investasi.kontan.co.id/v2/read/1310374974/72545/Dikabarkan-bakal-bangun-superblok-saham-LCGP-meroket-23


Saham LCGP Teraktif Diperdagangkan Hari Ini
http://pasarmodal.inilah.com/read/detail/1688692/saham-lcgp-teraktif-diperdagangkan-hari-ini


Bloomberg: Laguna Plans 2.5 Trillion Rupiah Property Project, Detik Reports

Bloomberg: Palm Oil Falls as Much as 0.3% to 3,068 Ringgit a Metric Ton

Inilah Strategi Analis di Tengah Koreksi Bursa

11Jul11 RTRS-INDONESIA'S TELKOM SAYS OPENS TO POSSIBILITY OF MERGER BETWEEN FLEXI AND INDOSAT'S STARONE
(Reuters) - Telekomunikasi Indonesia , Indonesia's biggest telecoms firm, is open to the possibility of a merger between its CDMA unit Telkomflexi and Indosat 's CDMA unit StarOne, Telkom's CEO Rinaldi Firmansyah said on Monday

REMINDER:::ITMG: Cash cow – BUY – Tp56,000
There is lot of concern with ITM’s low reserve life.  However, we feel that the issue has been a bit overblown as the company has plenty of resource.  In fact, ITM is sitting on 61% of Indonesia’s known high calorific value coal resource.  It is just a matter of cash mgmt as to when to convert to reserves.  With high energy coal, a control on costs and no debt ITM is poised to continue generating strong cashflow.  We expect higher dividends are here to stay as parent Banpu adds to its coal portfolio elsewhere.  BUY (CLSA-KZ)

Bakrieland (ELTY IJ) Update. Bakrieland is targeting to reach an agreement with strategic partner for its Kuningan project by the end of the July. Bakrieland’s Kuningan project is built on a 54ha, of which only 30ha is already developed. (CLSA-KZ)

Purimas Tambah Kepemilikan di SMART
http://pasarmodal.inilah.com/read/detail/1687612/purimas-tambah-kepemilikan-di-smart

Agustus, BKSL akan Rights Issue di Rp117/Saham
http://pasarmodal.inilah.com/read/detail/1688032/agustus-bksl-akan-rights-issue-di-rp117saham

Telkom Cari Investor Lain Pembeli Patrakom
http://pasarmodal.inilah.com/read/detail/1688362/telkom-cari-investor-lain-pembeli-patrakom

Prospek panen kedelai lebih rendah, CPO lanjut reli hari ketiga
http://investasi.kontan.co.id/v2/read/1310367869/72530/Prospek-panen-kedelai-lebih-rendah-CPO-lanjut-reli-hari-ketiga

Pefindo berikan outlook AA untuk JSMR dan FIF
http://investasi.kontan.co.id/v2/read/1310362952/72515/Pefindo-berikan-outlook-AA-untuk-JSMR-dan-FIF

Agenda 11 Juli Cum dev ctrs 13, cum dev ctrp 7, cum dev mtdl 4, cum dev sona 91

Bloomberg: Indonesia June Tin Exports Rise to 10,875.2 Tons From Month Ago

Indonesia Stocks: Astra Agro, Medco Energi Internasional, Timah

Aksi Beli Selektif Tahan Pelemahan IHSG 

IHSG Sesi I Masih Tertahan di Zona Merah. Net foreign buy Rp51,54 miliar.

Sesi Dua : Cermati Saham Berfundamental Positif

Harga timah anjlok, saham TINS koreksi tertajam dalam enam bulan terakhir

Jual anak usaha, saham DEWA naik tertajam dalam tiga pekan terakhir

Hingga semester pertama, TLKM sudah realisasikan 40% capex

Reli SGRO yang terbesar di sektor perkebunan

Akuisisi IDKM tinggal menunggu tender offer

Telkom tawarkan opsi tukar guling Telkomsel
http://investasi.kontan.co.id/v2/read/1310351868/72479/Telkom-tawarkan-opsi-tukar-guling-Telkomsel

Tunas Baru Lampung Investasi Kebun Rp 300 Miliar 

Jamsostek Cs Bakal Digabung, Pemerintah Janji Tak Ada PHK 

Laguna Cipta Griya Siapkan Superblok Rp 2,5 Triliun 

Kimia Farma Siap Tambah Saham di Anak Usahanya

Lebaran & Puasa Bakal Paksa BI Naikkan BI Rate

Bloomberg: Darma Gains Most in Three Weeks After Report on Unit’s Sale 

Bloomberg: Sampoerna Agro Rises, Leading Planters, as CIMB Forecasts Gain  

Asian Stocks Fall, Euro Drops on Australia Bond Risk

Initiate with a Buy rating; PO Rp450/shr
We initiate coverage on Alam Sutera (ASRI), an Indonesian residential township developer, with a Buy rating and PO of Rp450/shr (potential upside 36%). We are positive on the Jakarta property market, supported by our expectations of a longterm structural uptrend. We like ASRI for its strategic land bank and compelling valuation. ASRI replaces Summarecon (SMRA) as our top pick in the Indonesian property sector. (Merrill Lynch)

Target CIMB::Ace ACES IJ O 3,000 3,700 604 21.4 16.6 27.4 4.5 22.0 1.7
Astra ASII IJ O 67,800 70,000 32,238 16.2 14.4 15.2 4.6 31.0 2.4
Gudang Garam GGRM IJ O 51,000 56,500 11,526 20.1 16.7 19.3 4.2 21.8 2.5
ICBP ICBP IJ N 5,700 5,900 3,904 18.0 16.9 12.6 3.3 19.4 2.1
Indofood INDF IJ O 5,850 6,300 6,033 16.6 15.8 9.8 2.7 17.2 2.3
Kalbe KLBF IJ N 3,625 3,800 4,324 21.8 19.0 15.2 5.4 27.0 1.9
Mayora MYOR IJ O 14,000 17,400 1,261 23.2 16.1 20.1 4.6 21.3 0.9
Mitra MAPI IJ O 4,250 4,250 829 24.6 19.6 N/A 4.1 17.9 0.3
MDRN MDRN IJ O 2,250 3,000 169 45.9 22.5 131.1 3.5 15.2 0.9
Ramayana RALS IJ O 800 1,100 667 13.3 11.2 15.3 1.9 15.2 3.1

Bloomberg: Bank Indonesia to Hold Interest Rate Meeting Tomorrow as Planned

Courtesy of Kim Eng Sec Daily News

Bloomberg: Palm Oil Gains as Much as 0.5% to 3,092 Ringgit a Metric Ton

Adaro Energy, Bumi Resources, Telkom: Indonesia Equity Preview


INILAH.COM, Jakarta - Sejumlah fund manager asing dikabarkan memburu saham PT Indopoly Swakarsa Industry Tbk (IPOL), menyusul rencana perseroan menambah kapasitas pabrik. Hal itu dilakukan untuk merespons lonjakan permintaan, salah satunya dari Phillip Morris. Selain itu, seorang pelaku pasar menyatakan perseroan akan membagi dividen dalam waktu dekat, sehingga harga saham bisa menyentuh Rp500. Pada perdagangan akhir pekan, saham IPOL ditutup menguat Rp5 ke level Rp220.

 • Overweight consumer & banks; coal fundamentals should shine We like Mandiri, BTN and Bukopin. Given the potential for rising coal prices, our picks are Harum, PTBA and BORN. Physical property price surges of 30% p.a. in the past two years have yet to show in share prices, but fundamentals are filtering through. We like CTRA and ASRI. Key neutrals are telco (lack of catalysts) and cement (valuations and normalising growth).

Astra ASII IJ O 67,800 70,000 32,238 16.2 14.4 15.2 4.6 31.0 2.4
Alam Sutera ASRI IJ O 330 460 692 12.2 8.6 44.1 2.2 20.0 2.2
Bukopin BBKP IJ O 720 1,200 672 8.9 7.3 16.9 1.3 18.0 2.6
BTN BBTN IJ O 1,800 2,800 1,862 14.7 11.8 28.5 2.2 16.3 2.0
Mandiri BMRI IJ O 7,600 9,300 20,828 15.7 11.3 26.2 2.9 26.5 2.7
Borneo Lumbung BORN IJ O 1,440 2,050 2,992 12.2 7.9 89.6 3.0 27.3 0.4
Ciputra CTRA IJ O 470 505 837 23.7 15.2 42.7 1.4 6.0 1.3
Gudang Garam GGRM IJ O 51,000 56,500 11,526 20.1 16.7 19.3 4.2 21.8 2.5
HRUM HRUM IJ O 9,650 12,000 3,060 14.1 10.9 33.3 9.8 74.7 2.5
Indofood INDF IJ O 5,850 6,300 6,033 16.6 15.8 9.8 2.7 17.2 2.3
Mayora MYOR IJ O 14,000 17,400 1,261 23.2 16.1 20.1 4.6 21.3 0.9
Bukit Asam PTBA IJ O 21,500 26,000 5,819 13.2 10.7 37.3 5.5 48.8 2.0

Trades of the Day...
Fundamentally:
CIMB mempertahankan rating OVERWEIGHT untuk JCI dengan target index tetap di 4370. JCI mengalami rebound pesat pada 2Q mayoritas dipimpin oleh saham big caps khususnya perbankan dan consumer sector, menutup 1H11 dengan 10% gain, 5% karena Rupiah. Inflasi yang turun menjadi katalis. 2Q earning mungkin kurang menarik namun 3Q membawa upside. Pertumbuhan FY11-12 sebesar 20-25% lebih cepat dari rata-rata 8 tahun sebesar 18%. Kami tetap OVERWEIGHT untuk sector consumer, bank, coal. Kami Neutral untuk sector telco (kurangnya katalis) dan cement (pertumbuhan mulai melambat)

CIMB mempertahankan rating OUTPERFORM untuk Sampoerna Agro (SGRO) dengan target harga Rp4100, masih berdasarkan 14.5x PER target (10% discount dari AALI).

Bloomberg: United Tractors Injects $100 Million Capital Into Mining Unit

Bloomberg: Telkom Indonesia’s First-Half Revenue May Rise 7%, Bisnis Says.

BLOOMBERG: *INDONESIA, THAILAND, TURKEY STOCKS RAISED TO `NEUTRAL' AT CITI

Bloomberg: Indonesia May Refrain From Raising Rates on Slowing Inflation

Rekomendasi Saham
IHSG Bakal Kena Serangan Profit Taking

IHSG diprediksi cenderung melemah

PROYEKSI IHSG & RUPIAH
IHSG berpotensi koreksi

Inilah Saham Pilihan Senin (11/7)

Setelah IHSG Lewati 4.000, Lalu?

Nama Besar Tak Tentukan Harga Saham

KRAS Dapat Pinjaman, Harga Akan Naik ke Rp1.300

SAHAM PT KMI Wire & Cable Tbk (KBLI) disebut-sebut bakal menembus level Rp 300 dalam waktu dekat. Saat ini, investor asing asal Thailand berniat membeli saham perseroan di harga premium. Selain itu, dari keterangan beberapa pelaku pasar, perseroan telah meraih order pengadaan kabel dari BUMN ternama

Palm oil player PT BW Plantation Tbk (BWPT), that is controlled by Widodo family, reported a 53.89% increase in fresh fruit bunch (FFB) output as of May 2011. BW Plantation also recorded 207,991 tons FFB in 5M 2011, 55,68% from 135,151 tons in 5M 2010, said the company in an official disclusure submitted to Indonesia Stock Exchange today.
CPO production rose 55.68% to 48,425 tons from 31,105 tons. How about the first half performance of this year?

PT Asia Leisure Network has disposed 324.02 million shares or 11.34% of outstanding shares in PT Bukit Uluwatu Villa Tbk (BUVA), hotel provider, at Rp400 a share. Asia Leisure sold its shareholding in Bukit Uluwatu on June 28 of 50 million shares and June 30 of 274.02 million shares.The shares disposal is intended to realize investment in Bukit Uluwatu.

Saham MNCN Bisa Naik 20 Persen Lagi

ELTY Harap Gandeng Mitra Strategis pada Juli

Asing Menguasai Kepemilikan Efek Sebesar 59,69%

GPRA Realisasikan Capex Rp8Miliar

TLKM Prediksi Pendapatan Naik 4% pada Semester I

Trading dan Selective Buying Atas Saham Bluechips

IHSG dalam Kondisi Prima

Inflasi Terkendali, BI Rate Bakal Tetap Ditahan di 6,75% 

Emas Masih Dianggap Investasi Terbaik 

Citigroup pangkas proyeksi indeks emerging market di akhir 2011

PROYEKSI SEKTOR PROPERTI
Lahan populer, harga terus naik

Emisi efek di semester dua tetap ramai

GPRA baru realisasi 20% anggaran

UNTR siapkan US$ 100 juta untuk Tuah Turangga

TLKM buyback saham publik di harga Rp 7.160 per saham

TLKM seleksi financial advisor asing untuk rencana buyback saham Telkomsel

Semester dua, BUMN akan jalankan 63 proyek MP3EI

Genjot bisnis pengeboran laut dalam, WINS tambah satu platform supply vessel

DEWA menjual anak usaha untuk melunasi utang

Berbisnis ayam dari hulu sampai hilir

WIKA dan TINS bikin pabrik aspal]

Ekstra waspada setelah indeks saham menembus 4.000

Semester I 2011, pasar modal himpun dana Rp 49, 27 triliun dan US$ 50 juta

DEWA divestasi Coal Vista Resources senilai US$ 80 juta

Asia Leisure Network lepas 11,34% saham BUVA

Solusi Tunas akan lepas 17% saham ke publik

9 Emiten ikut roadshow BEI bersama Daiwa

Alfatih rekomendasikan cermati saham ANTM, POLY, BMRI

Stocks ended lower Friday following a dismal government employment report, but still closed higher for the second week ahead of the widely-anticipated earnings season.

Dow. 12657.20. -62.29. -0.49%
Nasdaq. 2859.81. -12.85. -0.45%
S&P 500. 1343.80. -9.42. -0.7%
FTSE. 5990.58. -63.97. -1.06%
Dax. 7402.73. -68.71. -0.92%
CAC40. 3913.55. -66.41. -1.67%. Oil. 96.20. -2.47. -2.50%
Gold. 1541.600+11.000+0.77%
Rupiah. 8515
Euro. 1.4266

TLKM. 33.67. -0.12. -0.36%. Rp7168
ISAT. 30.15. -0.02. -0.07%. Rp5135
BumiPLC 1110.00.-31.00. -2.72%
EIDO. 32.92. +0.22. +0.67%

Timah. 26800. -500. -1.83%
Nickel. 23825. +50. +0.04%

CPOSep3077RM+22RM+0.72%$1030
Corn. 637.500.+21.500+3.49%
SoybeanOil.57.310. -0.320. -0.56%
Wheat. 651.250.+16.750+2.64%

Coal 8 Jul 122.45 vs.120.90(1 Jul)

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