Wednesday, July 13, 2011

Laporan & Rumor Saham Indonesia 13-07 (Refresh)

2nd session on JCI 13.07.11
@ 3,980.845 (+42.830pts) (+1.088%)
H: 3,980.861 ; L: 3,938.251
Value: 3.98 T (NG 675 B )
Volume: 1.53 B (NG 1.25 B )
Foreign Nett Sell: 19 B

5 most active stocks by value:
BMRI @ 7,600 (+0.66%)
ASII @ 68,000 (+1.42%)
ITMG @ 47,650 (+0.42%)
BUMI @ 2,975 (+1.71%)
TLKM @ 7,050 (+0.71%)

5 most active stocks by volume:
DEWA @ 114 (+10.68%)
BNBR @ 67 (+1.52%)
BKSL @ 143 (+9.16%)
KIJA @ 161 (+4.55%)
ASRI @ 335 (+3.08%)

5 most up:
TIFA @ 310 (+24.00%)
HOME @ 129 (+21.70%)
NIPS @ 3,950 (+19.70%)
MTFN @ 260 (+18.18%)
ADMG @ 760 (+16.92%)

5 most down:
BAEK @ 1,850 (-9.76%)
LMPI @ 275 (-8.33%)
JKSW @ 120 (-7.69%)
MICE @ 630 (-5.97%)
DUTI @ 1,800 (-5.26%)

5 Leading Movers:
ASII @ 68,000 (+4.49%)
GGRM @ 51,500 (+3.37%)
CPIN @ 2,425 (+3.36%)
ADRO @ 2,525 (+1.87%)
PGAS @ 3,950 (+1.42%)

5 Lagging Movers:
AMRT @ 3,700 (-0.80%)
BAEK @ 1,850 (-0.61%)
INDF @ 5,800 (-0.51%)
BDMN @ 5,800 (-0.48%)
UNVR @ 14,750 (-0.44%)
Rgds, Nadya Isnaeni Data administrator Research Dept BNI Securities

Indonesia Stocks: Alam Sutera, Bakrie Sumatera, Star Petrochem
http://www.bloomberg.com/news/2011-07-13/indonesia-stocks-alam-sutera-medco-energi-star-petrochem.html

Dana Asing Keluar, IHSG Gagal Tembus 4000. net foreign sell Rp19 miliar
http://pasarmodal.inilah.com/read/detail/1696192/dana-asing-keluar-ihsg-gagal-tembus-4000

Rebound 42 Poin, IHSG Gagal Parkir Lagi di 4.000 
http://finance.detik.com/read/2011/07/13/160652/1680654/6/rebound-42-poin-ihsg-gagal-parkir-lagi-di-4000

Saham MRAT Teraktif Diperdagangkan Rabu (13/7)
http://pasarmodal.inilah.com/read/detail/1696272/saham-mrat-teraktif-diperdagangkan-rabu-137

Sentimen Luxemburg-China Kuatkan Rupiah 29 Poin
http://pasarmodal.inilah.com/read/detail/1696342/sentimen-luxemburg-china-kuatkan-rupiah-29-poin

Emas torehkan rekor sepanjang sejarah di US$ 1.575,9 per ons troy
http://investasi.kontan.co.id/v2/read/1310547248/72778/Emas-torehkan-rekor-sepanjang-sejarah-di-US-1.5759-per-ons-troy

Saham GGRM, CPIN, dan ASII paling diminati di sesi kedua
http://investasi.kontan.co.id/v2/read/1310549535/72782/Saham-GGRM-CPIN-dan-ASII-paling-diminati-di-sesi-kedua

Dikabarkan berniat jual obligasi Rp 1 triliun, ASRI melejit 3,1%
http://investasi.kontan.co.id/v2/read/1310551656/72784/Dikabarkan-berniat-jual-obligasi-Rp-1-triliun-ASRI-melejit-31


13/07: BISI telah menyelesaikan koreksi A, potensi rebound lebih lanjut ke 1540/1570/1690, selama diatas 1370.

REMINDER::::14 Juli  Cum dev GDYR 250, cum dev brau 3,55,  cum dev Bank ICB Bumiputera 0,66

15 Juli  Rups Megapolitan Development, Cum dev dpns 10, cum dev CMNP 7,45

18 Juli  Rups Bank ekonomi, cum dev TINS 94,17, cum dev smma 1, cum dev AMFG 80,  ATPK RESOURCES RUPSLB

INILAH.COM, Jakarta - PT CIMB Niaga Tbk mencatatkan laba anaudited sebesar Rp1,19 miliar per Mei 2011. Berdasarkan data BI, total kredit Bank per Mei 2011 anaudited mencapai Rp109,39 miliar. Sementara total asetnya per Mei 2011 mencapai Rp146,15 miliar. CIMB Niaga juga mencatatkan giro sebesar Rp27,3 miliar per Mei 2011, sedang tabungan mencapai Rp29,32 miliar, dan simpanan berjangka (deposito) senilai Rp59,57 miliar. Perseroan juga mencatatkan pendapatan dari bunga sebesar Rp12,07 miliar per Mei 2011, sedang beban bunganya mencapai Rp8,9 miliar. Pendapatan operasional per Mei sebesar Rp1,16 miliar dengan beban operasional sebesar Rp2,75 miliar. Untuk laba operasional CIMB Niaga per Mei mencapai Rp1,57 miliar.
Last message received on 7/13 at 3:51 PM

INILAH.COM, Jakarta - PT Bank Danamon Indonesia Tbk mencatatkan laba anaudited sebesar Rp1,21 miliar per Mei 2011. Berdasarkan data BI, total kredit Bank per Mei 2011 anaudited mencapai Rp79,96 miliar. Sementara total asetnya per Mei 2011 mencapai Rp118,25 miliar. Bank Danamon juga mencatatkan giro sebesar Rp11,72 miliar per Mei 2011, sedang tabungan mencapai Rp20,97 miliar, dan simpanan berjangka (deposito) senilai Rp51,25 miliar. Perseroan juga mencatatkan pendapatan dari bunga sebesar Rp3,19 miliar per Mei 2011. Pendapatan operasional per Mei sebesar Rp4,22 miliar.

 Cimb target
• 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 70,000
Alam Sutera ASRI IJ O  460
Bukopin BBKP IJ O 1,200
BTN BBTN IJ O 2,800
Mandiri BMRI IJ O 9,300
Borneo Lumbung BORN IJ O 2,050
Ciputra CTRA IJ O  505
Gudang Garam GGRM IJ O 56,500
HRUM HRUM IJ O 12,000
Indofood INDF IJ O 6,300
Mayora MYOR IJ O 17,400
Bukit Asam PTBA IJ O 26,000

Adaro Energy ADRO IJ N 2,600
Borneo Lumbung BORN IJ O 2,050
Bukit Asam PTBA IJ O 26,000
Bumi BUMI IJ O 4,000
HRUM HRUM IJ O 12,000
Indo Tambangraya ITMG IJ O 60,900
United Tractors UNTR IJ O 27,500

Ace ACES IJ O 3,700
Astra ASII IJ O 70,000
Gudang Garam GGRM IJ O 56,500
ICBP ICBP IJ N 5,900
Indofood INDF IJ O 6,300
Kalbe KLBF IJ N 3,800
Mayora MYOR IJ O 17,400
Mitra MAPI IJ O 4,250
MDRN MDRN IJ O 3,000
Ramayana RALS IJ O 1,100
Unilever UNVR IJ U 13,000
Bukopin BBKP IJ O  1,200
Bank Central BBCA IJ N 8,300
Danamon BDMN IJ O 8,400
Bank Jabar BJBR IJ U 1,350
Mandiri BMRI IJ O 9,300
BNI BBNI IJ N 4,650 


Anak usaha restrukturisasi utang, UNSP naik paling tajam dalam tiga pekan
http://investasi.kontan.co.id/v2/read/1310543747/72769/Anak-usaha-restrukturisasi-utang-UNSP-naik-paling-tajam-dalam-tiga-pekan

Masa penawaran tender ALFA diperkirakan pada 29 Juli - 27 Agustus 2011
http://investasi.kontan.co.id/v2/read/1310543226/72768/Masa-penawaran-tender-ALFA-diperkirakan-pada-29-Juli-27-Agustus-2011


13/07: DEWA @110-111 target 119/121 stop loss dibawah 103.

13/07: BUY POLY @420 target 460/460 stop loss dibawah 385 berkat signal inverted scoop & pola cradle.

13/07: Buy BKSL @137-138 target 148-158 stop loss dibawah 126 

13/07: Buy Breakout KIJA @162 target 195-205 stop loss dibawah 148.  

Hold Buy 27 saham CTA Hitsaham, termasuk PTIS @970 (12/07 : +15.70%) - ALDO @255- IPO STAR @129; sejak 23-24 Juni.

Amstelco Indonesia Tunda Rights Issue
http://pasarmodal.inilah.com/read/detail/1695342/amstelco-indonesia-tunda-rights-issue

Saham Batu Bara Pun Ikut Rebound
http://pasarmodal.inilah.com/read/detail/1695192/saham-batu-bara-pun-ikut-rebound

IHSG Tembus Resistan, Pilih Saham Unggulan
http://pasarmodal.inilah.com/read/detail/1694952/ihsg-tembus-resistan-pilih-saham-unggulan

INCF tunda right issue hingga tahun depan
http://investasi.kontan.co.id/v2/read/1310538696/72750/INCF-tunda-right-issue-hingga-tahun-depan

POLY 1H Unaudited Net Pft Up 700%To IDR840 Bln


Agenda 13 Juli Cum dev myor 130, cum ABDA 25, cum dev masa 1, cum dev cita mineral investindo 8,9, KIJA RUPSLB

Perburuan Saham Unggulan Dorong IHSG Maju 25 Poin 
http://finance.detik.com/read/2011/07/13/120556/1680306/6/perburuan-saham-unggulan-dorong-ihsg-maju-25-poin

Asing Masuk, IHSG Sesi I Ditutup Naik 0,63%. net foreign buy Rp27,46 miliar
http://pasarmodal.inilah.com/read/detail/1694992/asing-masuk-ihsg-sesi-i-ditutup-naik-063

BEI Sambut Baik Badan Pengelola Saham Terlantar
http://pasarmodal.inilah.com/read/detail/1695102/bei-sambut-baik-badan-pengelola-saham-terlantar

Cek, tiga saham penyelamat IHSG di sesi pagi!
http://investasi.kontan.co.id/v2/read/1310535365/72746/Cek-tiga-saham-penyelamat-IHSG-di-sesi-pagi

Minyak rebound, saham MEDC naik paling tajam di tiga pekan terakhir
http://investasi.kontan.co.id/v2/read/1310533672/72741/Minyak-rebound-saham-MEDC-naik-paling-tajam-dalam-tiga-pekan-terakhir


Krakatau Steel Baru Gunakan 28% Dana IPO
http://economy.okezone.com/read/2011/07/13/278/479174/krakatau-steel-baru-gunakan-28-dana-ipo

Timah-WIKA Bangun Pabrik Aspal di Sulawesi
http://economy.okezone.com/read/2011/07/13/278/479242/timah-wika-bangun-pabrik-aspal-di-sulawesi

PTPN V dan XIII Kerjasama Pinjam Pakai Lahan Antam 
http://finance.detik.com/read/2011/07/13/105147/1680230/6/ptpn-v-dan-xiii-kerjasama-pinjam-pakai-lahan-antam

UNTR Beli 60% Saham Duta Sejahtera
http://pasarmodal.inilah.com/read/detail/1694412/untr-beli-60-saham-duta-sejahtera

Laba di Bawah Estimasi, Hold Saham BBNI
http://pasarmodal.inilah.com/read/detail/1694662/laba-di-bawah-estimasi-hold-saham-bbni

Pertumbuhan ekonomi picu asing masuk, rupiah perkasa pagi ini
http://investasi.kontan.co.id/v2/read/1310528857/72733/Pertumbuhan-ekonomi-picu-asing-masuk-rupiah-perkasa-pagi-ini

STAR akan bangun pabrik senilai Rp 120 miliar
http://investasi.kontan.co.id/v2/read/1310529223/72734/STAR-akan-bangun-pabrik-senilai-Rp-120-miliar

JAKARTA (Dow Jones)--PT Tambang Batubara Bukit Asam's (PTBA.JK) first-half net
profit likely rose to more than IDR1.5 trillion during ($175 million) from
IDR909 billion a year earlier, boosted by higher coal sales volume and price,
Chief Executive Sukrisno said Wednesday. Sukrisno told reporters that the state-owned coal miner's sales in the six months ended June 30 rose by around 30% to over IDR5 trillion, as coal sales volume rose to 6.5 million metric tons from 4.5 million tons a year earlier. "With such an achievement (in the first half), we are optimistic that the full-year revenue will likely reach IDR11 trillion and net profit IDR3 trillion," he added. Bukit Asam posted a revenue of IDR7.9 trillion and a net profit of IDR2.0  trillion in 2010.

SSIA :  Komatsu Indonesia is reported to have negotiation with Suryacipta, a industrial estate unit of Surya Semesta Internusa Tbk, to purchase ~50 ha land as part of its expansion plan in assembly , foundry and steel cast plants. Komatsu currently produce its construction machinery from its plant in Cakung which runs almost at full capacity on stronger demand. Komatsu Indonesia has strong relationship with Astra Group (via United Tractors), which is founded by the Soeryadjaya family whose its extended family collectively runs Surya Semesta. We have seen sea of change in non financial investors' attitude towards Indonesia, both as the place to do manufacturing with cheaper labours and the attractive market. 


Alkindo, Petrochem, United Tractors: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-07-13/alkindo-petrochem-united-tractors-indonesia-equity-preview.html

Beberapa saat setelah listing, saham STAR dibuka melejit 30,39%
http://investasi.kontan.co.id/v2/read/1310525220/72726/Beberapa-saat-setelah-listing-saham-STAR-melejit-3039

Fed Officials Divided on Further Stimulus
http://www.bloomberg.com/news/2011-07-12/fed-officials-divided-on-further-stimulus-if-u-s-economy-remains-weak.html

*DJ Bank Tabungan Pensiunan Nasional Started At Overweight By JPM
*DJ Bank Tabungan Pensiunan Nasional Target Set At IDR4,200 -JPM
*DJ Bank Tabungan Pensiunan Nasional Started At Overweight By JPM

*DJ Timah 1H Average Tin Price $25,000/Ton –CEO
*DJ Timah Average Tin Price $19,000/Ton In 1H 2010 -CEO
*DJ Timah 1H Tin Sales Around 18,000 Tons -CEO

DJ Indonesia May Use New Formula To Price Crude Oil Starting September -Official


Bloomberg: Palm Oil Gains as Much as 1.1% to 3,067 Ringgit a Metric Ton

BLOOMBERG: *BAKRIE SUMATERA UNIT SIGNS $210 MILLION DEBT RESTRUCTURING DEAL


Asian Stocks Rise as Slower China Growth Eases Inflation Concern

DBS Coverage:
ASII TP 65,000 B
DILD TP 505 B
KLBF TP 3,800 H
ROTI TP 3,200 B
BBCA TP 7,100 H
BMRI TP 7,100 H
BDMN TP 5,500 FV
BBTN TP 2,500 B
BBRI TP 8,600 B
BBNI TP 5,000 B
AALI TP 28,100 B
SGRO TP 4,200 B
LSIP TP 2,625 H
ANTM TP 2,500 H
HRUM TP 11,300 B
INCO TP 5,000 H
TINS TP 2,700 H
PTBA TP 25,750 B
UNTR TP 25,700 B
ADRO TP 2,450 H
ITMG TP 57,300 B
PGAS TP 4,815 B
ISAT TP 6,200 B
TOWR TP 15,000 B
TBIG TP 2,700 B
EXCL TP 7,100 B
TLKM TP 7,700 H

Bloomberg: Alam Sutera Plans to Sell 1 Trillion Rupiah of Bonds, Daily Says

Bloomberg: Wijaya Karya Gets 5.8 Trillion Rupiah of Contracts, Daily Says

China Q2 GDP +9.5% On Year, +2.2% On Quarter
China June Industrial Output +15.1% On Year
China June Retail Sales +17.7% On Year

Indonesia Stocks Expected To Open Lower

Inilah Menu Saham Pilihan Rabu (13/7)

Belanja saham apa hari ini?

Rekomendasi Saham
IHSG Masih Ikut Tren Melemah

INILAH.COM, Jakarta - Saham PT Kalbe Farma Tbk (KLBF) berpeluang menuju level Rp5.000. Hal ini terkait khabar Perseroan yang akan menjual simpanan ke salah satu perusahaan obat AS. Dananya akan digunakan untuk mengakuisisi beberapa perusahaan farmasi di dalam dan luar negeri.Saat ini, Perseroan tengah menjajaki satu perusahaan farmasi di Asia Tenggara.

Star Petrochem akan Listing Perdana Pagi Ini

Juni, Biaya Eksplorasi BUMI Capai US$770.824

KLBV Jual 99% Saham PMA

Jelang Data China, Bursa Australia Menguat

Saham MEDC Menarik, Tapi Waspada!

Koperasi Warga Semen Gresik Ingin IPO

UNTR mengeduk lebih banyak laba dari batubara

ALDO berniat merambah pasar Vietnam serta Australia

SDMU kejar 4 kontrak

KBLV jual seluruh sahamnya di Ayunda Prima Mitra
http://investasi.kontan.co.id/v2/read/1310482957/72694/KBLV-jual-seluruh-sahamnya-di-Ayunda-Prima-Mitra

Anak usaha UNSP rampungkan restrukturisasi utang senilai US$ 210 juta
http://investasi.kontan.co.id/v2/read/1310473977/72684/Anak-usaha-UNSP-rampungkan-restrukturisasi-utang-senilai-US-210-juta

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