Tuesday, July 19, 2011

Laporan & Rumor Saham Indonesia 19 - 07 (Refresh)

AGENDA::: 19 Juli  Cum dev BRAM 50, cum dev ISAT 59,55, FORTUNE INDONESIA DIVIDEND, RP 4 , cum dev bbnp, PGAS RP 144,24 ,  SUMI INDO KABEL DIVIDEND, RP 10,  BBNP RP 11,4, RUIS cum dev RP 8 , strong buy TRST  RP 1 20 Juli  cum dev SMSM RP 30, cum dev INDR RP 85 ,  CTBN  US$ 0,021

 1st session JCI on 19.07.11
4010.53(-22.44pts)(-0.55%)
(H: 4032.62 ; L: 4005.53 )
Value:    2.22T (NG 436 B  )
Volume: 2.69 B (NG 173 M )
Foreign Nett Sell:  131 B
USD/IDR : 8557

JCI for today:
Support:      3956;  3980  
Resistance: 4030; 4050  

6 MARKET DRIVEN BY SECTOR
MANUFACTUR (-0.71%) (585.308 B )
FINANCE.            (-1.20%) (423.902 B )
MINING.                (-0.47%)(387.044 B )
INFRASTRUC.  (-0.32%) (269.631 B )
PROPERTY.      (+1.58%) (261.187 B )
TRADE.              (+0.23%)(174.319 B )

8 MOST ACTIVE STOCKS BY VALUE
BUMI.              @ 3000 (+0.84%)
BMRI.              @ 7650 (-2.54%)
BBRI.              @ 6600 (-1.49%)
LPKR.            @ 680.    (+1.49%)
ASII.                @71650(-1.30%)
ADMG.            @ 870.  (+8.75%)

UNSP.            @ 425 (76.709 M )

BLOOMBERG: *MAYBANK, MANDIRI COLLABORATE ON ISLAMIC TREASURY, TRADE FINANCE

REMINDER:::INILAH.COM, Jakarta - PT Sentul City Tbk (BKSL) pada 11 Agustus 2011 mendatang akan menerbitkan saham biasa seri C atau rights issue  di harga Rp117 per lembar saham.

0231 GMT  [Dow Jones] The Indonesian government's IDR7 trillion bond auction will likely attract good demand later as inflation is still under control in Indonesia, while the country is expected to get investment-level grade in the near future, dealers say.

GPRA investasi sebesar Rp700milyar (GPRA, Rp124)
Perdana Gapuraprima akan membangun proyek terpadu (mixed use) di Pulo Mas, Jakarta Timur, senilai Rp700milyar. Proyek tersebut akan mulai dikerjakan pada 2012. Perseroan sedang menjajaki pinjaman bank sekitar Rp200milyar atau 30% dari total investasi. Hingga kuartal I-2011, Gapuraprima sudah menyerap 25% belanja modal atau sekitar Rp100milyar dari total Rp400milyar. Rendahnya penyerapan belanja modal disebabkan karena perseroan hanya mengalokasikan untuk pembebasan lahan dan pemeliharaan proyek yang sudah ada.


Sesi Dua: Pilih Saham yang Akan Merilis Kinerja
http://pasarmodal.inilah.com/read/detail/1713912/sesi-dua-pilih-saham-yang-akan-merilis-kinerja

Koreksi Berlanjut, IHSG Sesi I Turun 0,5%. Net foreign sell Rp130,4 miliar
http://pasarmodal.inilah.com/read/detail/1713992/koreksi-berlanjut-ihsg-sesi-i-turun-05

Saham Big Cap Berjatuhan, IHSG Turun 23 Poin 
http://finance.detik.com/read/2011/07/19/120605/1684223/6/saham-big-cap-berjatuhan-ihsg-turun-23-poin

Antam Masih Pikir-pikir Menambang Nikel di Raja Ampat 
http://finance.detik.com/read/2011/07/19/121521/1684232/6/antam-masih-pikir-pikir-menambang-nikel-di-raja-ampat


BLOOMBERG: *FITCH REVISES BTEL'S OUTLOOK TO NEGATIVE; AFFIRMS 'B'

BLOOMBERG: *PALM OIL FALLS AS MUCH AS 0.5% TO 3,064 RINGGIT A METRIC TON

London Sumatra, Garuda, Indofood: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-07-19/adhi-astra-international-medco-indonesia-equity-preview.html

ATPK akan Terbitkan Saham Baru
http://pasarmodal.inilah.com/read/detail/1713182/atpk-akan-terbitkan-saham-baru

Cermati juga Saham BUMI, GJTL dan TKIM
http://pasarmodal.inilah.com/read/detail/1713152/cermati-juga-saham-bumi-gjtl-dan-tkim

Hore! BEI Cabut Suspensi Saham TRUB
http://pasarmodal.inilah.com/read/detail/1713382/hore-bei-cabut-suspensi-saham-trub

Semester I, BTPN Raih Laba Bersih Rp585,1 Miliar
http://pasarmodal.inilah.com/read/detail/1713642/semester-i-btpn-raih-laba-bersih-rp5851-miliar

Fundamental Baik, Saham UNSP Masih Murah
http://pasarmodal.inilah.com/read/detail/1713032/fundamental-baik-saham-unsp-masih-murah

Transaksi pagi, saham DILD sudah tergerus 1,59%
http://investasi.kontan.co.id/v2/read/1311045872/73181/Transaksi-pagi-saham-DILD-sudah-tergerus-159

Produksi batubara melorot, saham DOID dilanda aksi jual
http://investasi.kontan.co.id/v2/read/1311046310/73182/Produksi-batubara-melorot-saham-DOID-dilanda-aksi-jual

Harga CPO melorot selama tiga hari, investor lepas saham LSIP
http://investasi.kontan.co.id/v2/read/1311049290/73188/Harga-CPO-melorot-selama-tiga-hari-investor-lepas-saham-LSIP-

Semester I, Penjualan Martina Berto Capai Rp290 Miliar
http://economy.okezone.com/read/2011/07/19/278/481442/semester-i-penjualan-martina-berto-capai-rp290-miliar

Kapitalisasi Pasar Modal Tembus Rp 3.598 Triliun 
http://finance.detik.com/read/2011/07/19/111129/1684153/6/kapitalisasi-pasar-modal-tembus-rp-3598-triliun

CPIN 1H NET PROFIT MAY RISE 52% TO IDR1.43 TRILLION FROM IDR942 BILLION A YEAR EARLIER DUE TO HIGHER SALES.

AUTO 1H NET PROFIT MAY RISE TO IDR720 BILLION, UP 27% FROM IDR569 BILLION A YEAR EARLIER ON HIGHER SALES.

REMINDER: DEWA.JK : CITIGROUP raise the ranking of PT Darma Henwa Tbk (DEWA.JK) from “Neutral” to “Outperform”. Our target price is Rp 205 from the previous Rp 165.

Price fair share based on discounted cash flow method (discounted cash flow / DCF), with a small debt ratio and good prospects in Q3-Q4 2011, we predict up to FY2011 earnings per share reached Rp25 per share.

DEWA traded at PBV 0.77, PER 8.8x, DER 0.2 is more attractive and cheap than BUMI.JK (PER 21x), BYAN.JK (PER 30.5x), ITMG.JK (16.28x PER), PTBA.JK (16x), BORN.JK (14.7x) and DOID.JK (PER 10x and 25.4x DER)

REMINDER:::::27 Juli  Cum Panorama Sentra Wisata 1,07, BUMI RP 41,78,  cum dev SMGR RP 248,26, cum dev PTRO  1195,5

REMINDER:  PT Intraco Penta, Tbk (INTA) recorded a 164.4% jump in net income during the first quarter of this year on the back of robust sales of heavy equipment. 


Indonesia Has More Than 50% Chance of Rating Upgrade in a Year

RUPS BBCA : menyetujui div Rp 112.5 per lbr, sebelumnya div interim Rp 42.5 sehingga sisa div sebesar Rp 70 per lbr.

REMINDER::: TP BSDE fr CIMB idr 1.250

Heard on the street: BMRI may be looking at opprtunity to buy a stake in Tifa Finance in efforts to expand its business. So far, only BMRI BBNI and BBRI that don't have leasing unit. BDMN has Adira Finance BBCA has BCA Finance.


BLOOMBERG: *FITCH SAYS INDONESIA HAS `HIGHER PROSPECTS' ON INVESTMENT GRADE *INDONESIA CHANCES FOR INVESTMENT GRADE AHEAD OF PHILS. BETTER

Bloomberg: Palm Oil Gains as Much as 0.7% to 3,098 Ringgit a Metric Ton

Flash Review News AABN - Indonesia's car sales in June rose
to 70,157 units from 61,055 units in May. Domestic motorcycle sales in June fell to 658,817 units
from 706,293 units in May.

Rally May Stall For Indonesia Stocks

Bloomberg: CIMB Falls on Concern of Indonesia Bank Ownership Limit Plan

Bloomberg: Adhi Karya Posts First-Half Net Income of 21.6 Billion Rupiah

Bloomberg: Indonesia’s Rupiah Advances as Global Investors Purchase Assets

RUMOR PASAR
Hedge Fund Masuk UNSP
BEBERAPA hedge fund lokal maupun asing disebut-sebut sedang berburu saham PT Bakrie Sumatra Plantations Tbk (UNSP). UNSP dinilai memiliki fundamental yang kuat dan harganya masih murah. Seiring membaiknya saham-saham Grup Bakrie, UNSP dan BUMI kini menjadi incaran. Kemarin, UNSP stagnan di posisi Rp 215

Rekomendasi Saham
IHSG Siap Tinggalkan Rekor Tertinggi 

Inilah Menu Saham Pilihan Selasa (19/7)

Awas! IHSG Terancam Koreksi

Penjualan Otomotif Naik, Saham ASII Jadi Ciamik

Akuisisi MOPU, Laba RUIS akan Meningkat

Berau Coal Komit Terapkan Rescue Program

UNTR Dapat Andalkan Batubara Mulai 2013

Bursa Asia Didominasi Koreksi

Inilah Strategi Trading Saham Versi Astronacci

Bisnis Melonjak, PUDP Diminati Asing

Fundamental Baik, Saham UNSP Masih Murah

Saham PTBA Siap Balik Arah Menguat

Laba Adhi Karya Turun Tipis Jadi Rp 21,6 Miliar 

Tumbuh 63%, BTPN Raup Laba Rp 585 Miliar 

ELSA incar kontrak baru US$ 30 juta

Beban naik, TRUB merugi Rp 55 miliar di 2010

Harga emas mencapai US$$1.607,90 per ounce

Stocks came off session lows, but still finished sharply lower Monday, as bank stocks slumped amid ongoing macroeconomic concerns and ahead of a big earnings week.

Dow.      12385.16.  -94.57.  -0.76%
Nasdaq.  2765.11.  -24.69.  -0.88%
S&P 500. 1305.44.  -10.70.  -0.81%
FTSE.      5752.81.  -90.85.  -1.55%
Dax.        7107.92.  -112.20 -1.55%
CAC40.    3650.71.  -75.88.  -2.04%.  Oil.            96.15.  +0.22.  +0.23%
Gold.      1604.900 +2.500. +0.16%

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