2nd session on JCI 14.07.11
@ 3,997.635 (+16.790pts) (+0.422%)
H: 3,997.950 ; L: 3,975.867
Value: 4.00 T (NG 816 B )
Volume: 871 M (NG 866 M )
Foreign Nett Buy: 39 B
5 most active stocks by value:
BMRI @ 7,800 (+2.63%)
ADMG @ 830 (+9.21%)
ASII @ 68,950 (+1.40%)
TLKM @ 7,050 (0.00%)
BBRI @ 6,750 (0.00%)
5 most active stocks by volume:
DEWA @ 112 (-1.75%)
ELTY @ 151 (+3.42%)
BNBR @ 67 (0.00%)
STAR @ 130 (-5.80%)
KIJA @ 165 (+2.48%)
5 most up:
MFIN @ 1,200 (+23.71%)
CSAP @ 250 (+21.95%)
HERO @ 6,300 (+18.87%)
CTBN @ 3,250 (+18.18%)
IDKM @ 1,250 (+14.68%)
5 most down:
YULE @ 56 (-28.21%)
HOME @ 111 (-13.95%)
BRAM @ 2,100 (-10.64%)
GTBO @ 138 (-8.00%)
ASDM @ 600 (-6.25%)
5 Leading Movers:
BMRI @ 7,800 (+5.39%)
ASII @ 68,950 (+4.49%)
INDF @ 5,950 (+1.54%)
BBCA @ 8,000 (+1.43%)
UNVR @ 14,850 (+0.89%)
5 Lagging Movers:
GGRM @ 51,000 (-1.12%)
BYAN @ 23,500 (-0.97%)
ADRO @ 2,500 (-0.93%)
BRAU @ 500 (-0.81%)
BNII @ 560 (-0.65%)
Rgds, Nadya Isnaeni Data administrator Research Dept BNI Securities
Agenda 14 Juli Cum dev GDYR 250, cum dev brau 3,55, cum dev Bank ICB Bumiputera 0,66
Bursa Regional Merekah, IHSG Menguat 16 Poin
http://finance.detik.com/read/2011/07/14/160715/1681386/6/bursa-regional-merekah-ihsg-menguat-16-poin
IHSG Ditutup Positif Dekati Level 4.000. net foreign buy Rp39,86 miliar
http://pasarmodal.inilah.com/read/detail/1700212/ihsg-ditutup-positif-dekati-level-4000
Hingga sesi kedua, asing paling getol mengoleksi BMRI, ASII dan BBCA
http://investasi.kontan.co.id/v2/read/1310636321/72889/Hari-ini-asing-paling-getol-mengoleksi-BMRI-ASII-dan-BBCA
Kredit Naik 25%, Target Saham Bukopin Rp 1.000?
http://finance.detik.com/read/2011/07/14/092050/1680944/1014/kredit-naik-25-target-saham-bukopin-rp-1000
Genjot Modal, Bank Danamon Terbitkan Saham Baru
http://finance.detik.com/read/2011/07/14/163456/1681407/6/genjot-modal-bank-danamon-terbitkan-saham-baru
Pilih Saham yang Masih Lagging
http://pasarmodal.inilah.com/read/detail/1697502/pilih-saham-yang-masih-lagging
Saham BBKP Teraktif Diperdagangkan Kamis (14/7)
http://pasarmodal.inilah.com/read/detail/1700522/saham-bbkp-teraktif-diperdagangkan-kamis-147
Quantitative Easing AS Dongkrak Rupiah 14 Poin
http://pasarmodal.inilah.com/read/detail/1700502/quantitative-easing-as-dongkrak-rupiah-14-poin
Bloomberg; Posco Power to Build Power Plant in Indonesia, Edaily Says
Bloomberg: Indonesia Jan. to May Coal Output Amounts to 100.6 Million Tons
BLOOMBERG: *ELANG RISES TO RECORD AS RECAPITAL SAYS TENDER OFFER COMPLETED
Anak Usaha Dian Swastatika Raup Pinjaman Afiliasi
http://pasarmodal.inilah.com/read/detail/1699972/anak-usaha-dian-swastatika-raup-pinjaman-afiliasi
UNTR Akan Jual 150 Komatsu Baru di 2011
http://pasarmodal.inilah.com/read/detail/1699992/untr-akan-jual-150-komatsu-baru-di-2011
Rampungkan tender offer IDKM, saham EMTK sempat mencetak rekor
http://investasi.kontan.co.id/v2/read/1310630124/72868/Rampungkan-tender-offer-IDKM-saham-EMTK-sempat-mencetak-rekor
Harga CPO menguat seiring prediksi pertumbuhan China yang tetap tinggi
http://investasi.kontan.co.id/v2/read/1310631643/72874/Harga-CPO-menguat-seiring-prediksi-pertumbuhan-China-yang-tetap-tinggi
RTRS-INDONESIA'S ENERGY MINISTRY SAYS MAY BAN PRIVATE VEHICLES FROM USING SUBSIDISED FUEL AFTER EID AL-FITR
Asing Dorong IHSG Sesi I Ditutup Naik 0,1%. Net foreign buy Rp75,1 miliar
http://pasarmodal.inilah.com/read/detail/1699112/asing-dorong-ihsg-sesi-i-ditutup-naik-01
Investor Cermati Ancaman Moody's, IHSG Bergerak Datar
http://finance.detik.com/read/2011/07/14/121016/1681097/6/investor-cermati-ancaman-moodys-ihsg-bergerak-datar
Aksi beli BMRI, ASII dan BBCA menyelamatkan indeks di sesi pagi
http://investasi.kontan.co.id/v2/read/1310621789/72851/Aksi-beli-BMRI-ASII-dan-BBCA-menyelamatkan-indeks-di-sesi-pagi
BII Proyeksikan DPK hingga Juni Capai Rp65 Triliun
http://pasarmodal.inilah.com/read/detail/1698892/bii-proyeksikan-dpk-hingga-juni-capai-rp65-triliun
Sesi Dua: Tetap Cermati Saham 'Lagging'
http://pasarmodal.inilah.com/read/detail/1699032/sesi-dua-tetap-cermati-saham-lagging
Bapepam Restui Tender Offer ANTA
http://finance.detik.com/read/2011/07/14/111646/1681057/6/bapepam-restui-tender-offer-anta
BII Proyeksikan DPK hingga Juni Capai Rp65 Triliun
http://pasarmodal.inilah.com/read/detail/1698892/bii-proyeksikan-dpk-hingga-juni-capai-rp65-triliun
Jakarta - Badan Pengawas Pasar Modal dan Lembaga Keuangan (Bapepam-LK) memberikan pernyataan efektif terhadap rencana tender offer sukarela saham PT Anta Express Tour & Travel Services Tbk (ANTA) oleh PT Trans Lifestyle. Penawaran ini dilakukan dalam rangka delisting alias go private.
ASRI jajaki penerbitan obligasi Rp 1 triliun di kuartal ketiga 2011
http://investasi.kontan.co.id/v2/read/1310620225/72844/ASRI-jajaki-penerbitan-obligasi-Rp-1-triliun-di-kuartal-ketiga-2011
Indonesia Stocks: Bank Central Asia, London Sumatra Indonesia
http://www.bloomberg.com/news/2011-07-14/indonesia-stocks-bank-central-asia-london-sumatra-indonesia.html
*DJ Bank Indonesia Official: 4Q GDP Growth May Reach 6.7%
*DJ Bank Indonesia Deputy Gov: Latest Inflation Forecast Assumes No Change In S
*DJ Bank Indonesia Deputy Governor: 2011 Inflation May Reach 4.9%
KIJA: mencari dana senilai US$ 35 juta untuk membiayai kembali utangnya kepada PT CIMB Niaga Tbk yang jatuh tempo pada tahun ini
BNGA: Pembiayaan CIMB Auto Finance Tumbuh 100%
Permintaan bahan bakar diekspektasi naik, saham AKRA mencetak rekor
http://investasi.kontan.co.id/v2/read/1310613605/72820/Permintaan-bahan-bakar-diekspektasi-naik-saham-AKRA-sempat-cetak-rekor
BFIN mencari pinjaman senilai US$ 50 juta dari dua bank
http://investasi.kontan.co.id/v2/read/1310616830/72834/BFIN-mencari-pinjaman-senilai-US-50-juta-dari-dua-bank
Pendapatan Bakal Naik, Hold Saham PTBA
http://pasarmodal.inilah.com/read/detail/1698342/pendapatan-bakal-naik-hold-saham-ptba
Cari Aspal, TINS Lakukan Diversifikasi Usaha
http://pasarmodal.inilah.com/read/detail/1698482/cari-aspal-tins-lakukan-diversifikasi-usaha
MTDL & Logicalis Group Ltd, Dirikan Usaha Baru
http://pasarmodal.inilah.com/read/detail/1698522/mtdl-logicalis-group-ltd-dirikan-usaha-baru
Bloomberg: AKR Corporindo Gains to Record as Fuel Demand Expected to Rise
Palm Oil Futures Advance as Much as 1.9% to 3,139 Ringgit a Ton
*DJ Astra International Target Raised To IDR78000 Vs IDR64000-CS
REMINDER:::: ASRI TP FR CIMB 460
Bank Danamon - Rights Issue: Coming up!
(BDMN-HOLD-IDR5,800-TP:IDR6,500)
Recommendation and valuation
Given this possible rights issue plan, we recommend investors to stop accumulating BDMN shares, opting instead to take up the discounted rights price. Our back-on-the-envelope calculation suggests that the rights issue would result in EPS and BVPS dilution as well as lower ROAE from the current level of 17.4%. Thus, we downgrade BDMN’s target price to IDR6,500 (-9% from previously), implying 2012 P/BV of 2.6x (post rights issue). HOLD (BAHANA- DX)
OUTPERFORM Maintained Bank Bukopin RP700 @06/07/11
Revolutionary food solution Target: Rp1,200
Banks INDONESIA
BBKP IJ / BBKP.JK Mulya Chandra CFA +62 (21) 3006-1721 – mulya.chandra@cimb.com
• Maintain Outperform.
Will Congress Let US Default, Stocks Crash to Get a Deal?
http://www.cnbc.com/id/43744881
Rencana Subdebt, 'Hold' Saham BBCA
http://pasarmodal.inilah.com/read/detail/1698202/rencana-subdebt-hold-saham-bbca
SingTel Tolak Lepas Telkomsel, 'Buy' Telkom
http://pasarmodal.inilah.com/read/detail/1698212/singtel-tolak-lepas-telkomsel-buy-telkom
*DJ Indonesia May Ban Private Cars From Consuming Subsidized Fuels After August
Firm Start Tipped For Jakarta Stocks
http://news.ino.com/headlines/?newsid=71320111273
Bloomberg: Indonesia Subsidized Fuel Demand May Reach 40.49 Mln Kiloliters
Bloomberg: Bank Central Asia, Nahdlatul Ulama Sign Banking Deal: Globe Link
Bloomberg: Ephindo Energy Private Wins Coal Bed Methane Block in Indonesia
Bloomberg: Pakuwon May Spend 385 Billion Rupiah to Build Mall, Daily Says
Bloomberg: Star Petrochem May Spend 120 Bln Rupiah on Factory, Kontan Says
Inilah Rekomendasi Saham Pilihan Kamis (14/7)
http://pasarmodal.inilah.com/read/detail/1697412/inilah-rekomendasi-saham-pilihan-kamis-147
IHSG Masih Akan Unjuk Gigi
http://economy.okezone.com/read/2011/07/14/278/479580/ihsg-masih-akan-unjuk-gigi
Inilah Daftar 'Top Foreign Buy' Rabu (13/7) http://pasarmodal.inilah.com/read/detail/1697092/inilah-daftar-top-foreign-buy-rabu-137
INILAH.COM, Jakarta - Citigroup menaikkan rating saham PT Darma Henwa Tbk (DEWA) dari netral menjadi outperform. Hal ini memicu saham DEWA untuk terkerek ke harga Rp205. Valuasi DEWA yang sangat murah dengan PER 8,8 kali, di bawah BUMI 21 kali dan DOID 10 kali.
JPMCB-Vallar Investment Miliki 25% Saham BUMI
http://pasarmodal.inilah.com/read/detail/1697072/jpmcb-vallar-investment-miliki-25-saham-bumi
INILAH.COM, Jakarta - Sekuritas asing ternama merekomendasikan buy saham PT Delta Dunia Makmur Tbk (DOID) dengan target harga Rp1.350. Restrukturisasi utang dan penambahan dana setelah rights issue menjadi katalisnya. Pekan depan, DOID bahkan disebut-sebut akan masuk dalam MSCI. Pada perdagangan kemarin, saham DOID ditutup naik Rp20 ke harga Rp1.050.
Belanja Modal TLKM akan Dorong Kinerja 2011
http://pasarmodal.inilah.com/read/detail/1697422/belanja-modal-tlkm-akan-dorong-kinerja-2011
Saham ASII Siap Tancap Gas ke Rp110 Ribu
http://pasarmodal.inilah.com/read/detail/1697302/saham-asii-siap-tancap-gas-ke-rp110-ribu
Pilih Saham yang Masih Lagging
http://pasarmodal.inilah.com/read/detail/1697502/pilih-saham-yang-masih-lagging
Pertumbuhan Kredit Naik, Target BBKP Rp1.000
http://pasarmodal.inilah.com/read/detail/1698042/pertumbuhan-kredit-naik-target-bbkp-rp1000
Oriflame Bantah Dekati Mustika Ratu
http://pasarmodal.inilah.com/read/detail/1696452/oriflame-bantah-dekati-mustika-ratu
Rekomendasi Saham
IHSG Bisa Menguat Perlahan
http://finance.detik.com/read/2011/07/14/075057/1680898/6/ihsg-bisa-menguat-perlahan
Rekor Harga Emas Pecah Lagi
http://finance.detik.com/read/2011/07/14/082202/1680913/4/rekor-harga-emas-pecah-lagi
Wall Street Menguat, Namun Dihantui 'Ancaman' Moody's
http://finance.detik.com/read/2011/07/14/072137/1680891/6/wall-street-menguat-namun-dihantui-ancaman-moodys
Harga minyak naik tipis
http://www.bisnis.com/market/komoditas/31122-harga-minyak-naik-tipis
Stocks snapped a three-day losing streak, but came off the day's highs Wednesday after a top Fed official said he is against providing stimulus even if the economy worsens, opposing previous comments from chairman Ben Bernanke that fueled a strong rally for most of the session.
Dow. 12491.61. +44.73. +0.36%
Nasdaq. 2796.92. +15.01. +0.54%
S&P 500. 1317.92. +4.08. +0.31%
FTSE. 5906.43. +37.47. +0.64%
Dax. 7267.87. +93.73. +1.31%
CAC40. 3793.27. +19.15. +0.51%. Oil. 98.05. +0.62. +0.64%
Gold. 1585.500+23.200. +1.48%
Rupiah. 8550
Euro. 1.4139
TLKM. 32.99.+0.99.+0.27%.Rp7051
ISAT. 31.08.+0.29.+0.94%.Rp5315
BumiPLC 1125.00.+5.000. +0.446%
EIDO. 32.650. +0.290. +0.896%
Timah. 27150. +50. +0.18%
Nickel. 23920. +515. +2.20%
CPOSep3082RM+48RM+1.58%$1023
Corn. 679.750.+21.750.+3.31%
SoybeanOil.58.530. +1.210. +2.11%
Wheat. 714.500.+42.500 +6.32%
Coal 8 Jul 122.45 vs.120.90(1 Jul)
Fundamentally:
CIMB mempertahankan rating NEUTRAL untuk Indosat (ISAT) dengan target harga Rp5700 (dari Rp6000) berdasarkan metode DCF (WACC 13%). Kami memangkas FY11-13 core net profit estimates sebesar 5-23% setelah bertemu dengan manajemen dimana guidance mereka menunjukan perlambatan pertumbuhan penjualan. Saat ini ISAT fokus pada luar Jawa dan konsolidasi brands. ISAT tidak akan memberi earning surprise, dan kekurangan katalis. EXCL tetap menjadi top pick di sektor ini.
ELTY memperkirakan pendapatan semester 1-2011 mencapai lebih dari Rp 700 miliar, naik 30% dibanding periode sama tahun lalu. Kontribusi pendapatan terbesar berasal dari sektor city property dan landed residential seperti Superblock Rasuna Epicentrum dan Perumahan Bukit Nirwara Residence.
IGAR, perusahaan yang bergerak di sektor pengemasan, memperkirakan laba bersih semester I-2011 sebesar Rp 15,6 miliar, meningkat 20% dibandingkan periode sama tahun lalu Rp 13 miliar. Peningkatan laba ditopang oleh penguatan rupaih terhadap dolar AS serta efisiensi usaha. Disisi lain, perseroan tengah mengkasi alternatif sumber pendanaan lain diluar penawaran umum terbatas saham untuk membiayai belanja modal tahun ini sebesar Rp 270 miliar.
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