Thursday, July 21, 2011

Laporan & Rumor Saham Indonesia 21-07 (Refresh)

IHSG Kembali Ukir Level Baru di 4.068. Foreign net sell Rp 6,563 miliar
http://finance.detik.com/read/2011/07/21/161105/1686201/6/ihsg-kembali-ukir-level-baru-di-4068

Meski Asing Jual, IHSG Cetak Rekor Baru di 4.068
http://pasarmodal.inilah.com/read/detail/1722342/meski-asing-jual-ihsg-cetak-rekor-baru-di-4068

Indeks rekor akibat investor asing kembali memborong bluechips
http://investasi.kontan.co.id/v2/read/1311239296/73423/Indeks-rekor-akibat-investor-asing-kembali-memborong-bluechips-

Indonesia Stocks: Bank Tabungan Negara, BW Plantation, Timah
http://www.bloomberg.com/news/2011-07-21/london-sumatra-bank-tabungan-negara-indonesia-equity-preview.html

Inilah Daftar 'Top Foreign Sell' Kamis (21/7)
http://pasarmodal.inilah.com/read/detail/1723032/inilah-daftar-top-foreign-sell-kamis-217

Inilah Daftar 'Top Foreign Buy' Kamis (21/7)
http://pasarmodal.inilah.com/read/detail/1723342/inilah-daftar-top-foreign-buy-kamis-217

Saham SPMA Teraktif Diperdagangkan Kamis (21/7)
http://pasarmodal.inilah.com/read/detail/1722942/saham-spma-teraktif-diperdagangkan-kamis-217

ACES buka gerai Ace Home Center terluas di dunia
http://investasi.kontan.co.id/v2/read/1311234760/73411/ACES-buka-gerai-Ace-Home-Center-terluas-di-dunia

Anak usaha bangun PLTU Rp 140 miliar, saham BRAU terbang tinggi
http://investasi.kontan.co.id/v2/read/1311222409/73383/Anak-usaha-bangun-PLTU-Rp-140-miliar-saham-BRAU-terbang-tinggi

Bidik proyek penyediaan air minum, saham META sudah reli 2,7%
http://investasi.kontan.co.id/v2/read/1311221416/73381/Bidik-proyek-penyediaan-air-minum-saham-META-sudah-reli-27-

Semester I, 'Oustanding' KPR BNI Capai Rp14,79 T
http://pasarmodal.inilah.com/read/detail/1722132/semester-i-oustanding-kpr-bni-capai-rp1479-t

Laba diindikasi melebihi ekspektasi, BWPT maju ke level tertinggi dua pekan
http://investasi.kontan.co.id/v2/read/1311224769/73389/Laba-diindikasi-melebihi-ekspektasi-BWPT-maju-ke-level-tertinggi-dua-pekan

Kim Eng rekomendasi beli, saham JAWA naik ke level tertinggi tujuh pekan
http://investasi.kontan.co.id/v2/read/1311223909/73388/Kim-Eng-rekomendasi-beli-saham-JAWA-naik-ke-level-tertinggi-tujuh-pekan

Harga timah dunia jeblok, saham TINS ikut terkikis
http://investasi.kontan.co.id/v2/read/1311223531/73386/Harga-timah-dunia-jeblok-saham-TINS-ikut-terkikis

ADHI Tetap Mampu Raih Target Pendapatan 2011
http://pasarmodal.inilah.com/read/detail/1719872/adhi-tetap-mampu-raih-target-pendapatan-2011

Saingi CT, Telkom Grup Rambah Bisnis Hotel
http://pasarmodal.inilah.com/read/detail/1717402/saingi-ct-telkom-grup-rambah-bisnis-hotel

Tenang..Tidak Ada Alasan BI Rate Naik
http://ekonomi.inilah.com/read/detail/1723412/tenangtidak-ada-alasan-bi-rate-naik

Nah Lho! Saham (Sari) ROTI Hari Ini Turun Rp225
http://pasarmodal.inilah.com/read/detail/1723182/nah-lho-saham-sari-roti-hari-ini-turun-rp225

MTLA Catat Marketing Sales Rp260 M
http://pasarmodal.inilah.com/read/detail/1721642/mtla-catat-marketing-sales-rp260-m

Semester I, 'Oustanding' KPR BNI Capai Rp14,79 T
http://pasarmodal.inilah.com/read/detail/1722132/semester-i-oustanding-kpr-bni-capai-rp1479-t

SBY Bangga Peringkat Daya Saing RI ke-44 Dunia 
http://finance.detik.com/read/2011/07/21/122654/1685941/4/sby-bangga-peringkat-daya-saing-ri-ke-44-dunia


Agenda 21 juli Cum dev Apli 20, ASDM, RP 35

Bloomberg: Palm Oil Gains as Much as 0.2% to 3,159 Ringgit a Metric Ton

Bloomberg: Bank Danamon Indonesia Initiated at RHB Research

Bloomberg: Bank Tabungan Pensiunan PT Raised by 19% to 4,400 Rupiah at CS

Bloomberg: Nusantara Infrastructure Eyes Water Projects, Daily Reports

Rice Prices Up 70% Make Asian Inflation Tough for Central Banks

(Bloomberg) -- Bank Rakyat Indonesia Persero Tbk PT (BBRI IJ) was rated new "Outperform" at RHB Research Institute by equity analyst Alexander Chia. The 12-month target price is IDR 8,500 per share

Trades of the Day...
Fundamentally:
CIMB mempertahankan rating OUTPERFORM untuk Harum Energy (HRUM) dengan target harga Rp12k berdasarkan 16x target PER. Kami tetap memilih HRUM sebagai salah satu top pick di sektor coal, dan valuasi saat ini ada di 13x forward PER. Ancaman utama adalah reserve life HRUM yang cukup pendek, namun dengan nearaca yang kuat, akuisisi akan membantu menyelesaikan masalah ini. Kami baru saja site visit ke tambang Mahakam Sumber Jaya dan masalah di Santan sepertinya sudah selesai. Kami memprediksi pertumbuhan produksi sebesar 35% pada 2011.

JAKARTA (Dow Jones)--Foreign and domestic companies spent IDR62.0 trillion ($7.3 billion) on projects in Indonesia during the second quarter of 2011, rising 22.1% from the same period a year earlier, a government official said Thursday. The official told Dow Jones Newswires that foreign direct investment
spending alone rose 21.1% to IDR43.1 trillion during the period. The figures show that growth in Southeast Asia's largest economy is becoming broad based, and is not just underpinned by household consumption, analysts said. Investment during the January-March period totaled IDR53.6 trillion, an increase of 27.3% on year, with foreign investors spending IDR39.5 trillion and local companies IDR14.21 trillion, government data released earlier

Indonesia Stocks May Fall On Profit Taking

London Sumatra, Bank Tabungan Negara: Indonesia Equity Preview

Inilah Rekomendasi Saham Pilihan Kamis (21/7)

Rekomendasi Saham
IHSG Makin Rawan Profit Taking 

Rekomendasi: Saham apa yang menarik hari ini?

Grup Sinarmas Minati CNKO?
SAHAM PT Exploitasi Energi Indonesia Tbk (CNKO) diperkirakan menuju level Rp 225-250 untuk jangka pendek dan menengah. Hal itu seiring kabar perseroan bakal menerbitkan obligasi untuk mendanai pembangunan tiga proyek PLTU. Selain itu, kabarnya Grup Sinar Mas sedang mengincar CNKO. Saham CNKO kemarin stagnan di level Rp 118.

Bursa Asia Berjuang Lanjutkan Penguatan

Dikabarkan Tender Offer, SPMA Melaju Kencang

Jangan Buru-buru Profit Taking Saham DILD

Saham INDF Layak Beli dengan target Rp 6.300

ADHI Tetap Mampu Raih Target Pendapatan 2011

Saham Apple Melonjak, Wall Street Terkoreksi Tipis 

Waduh, Produksi Minyak RI Turun Lagi Jadi 904 Ribu Bph 

FPNI cari pinjaman US$ 5 miliar untuk bangun pabrik baru

Harga karet bikin beban produksi GJTL naik

Cadangan minyak AS kian mini, harga minyak kembali naik untuk hari ketiga

Newedge meramal, harga emas akan sentuh US$ 1.800 pada akhir tahun

SINGAPORE (Dow Jones)--PT Bank Danamon (BDMN.JK) is seeking to raise about       IDR5 trillion (US$585 million) from its recently announced rights issue, a       person familiar with the deal said Wednesday. The bank, which is 67.4%-owned by Asia Financial (Indonesia) Pte. Ltd., said last week it plans to hold an extraordinary shareholders meeting Aug. 22 to seek approval for a rights issue, but didn't specify the amount.The person said an announcement about the details of the issue is due later this month. PT Danamon said last week it appointed Citigroup and Deutsche Bank as standby buyers and Danareksa Sekuritas as the arranger of the issuance.

Street News - Rumors of tender offer give positif impact of SPMA share price. Shangton Ltd.. and UBS Singapore will reportedly increase the portion of its stake in the SPMA through a tender offer at a indication price of Rp 600. Based on financial data late last year, SPMA net profit growing 10% over the same period last year. Sales this year are projected to grow approximately 14-20%. The first quarter of 2011, the company has recorded net sales of Rp 392 billion, up 3% from the same period last year. The rise in net sales primarily due to rising average prices of raw materials of pulp and paper products. Moreover, in this year's SPMA will build the installation of new paper-making machine for the anticipated increase in demand for construction production and production waste handling ins

PT Delta Dunia Makmur Tbk (DOID) is indicated to post a weak earning in the second quarter of this year (2Q2011), mainly due to margin compression driven by a jump in depreciation cost, spare part-maintenance cost, and accounting changes in salary and bonus payment from cash basis into accrual basis. "In addition, there would be one-off refinancing cost of US$16 million-US$17 million," said a morning notes issued by PT Mandiri Sekuritas today. Overall, it potentially reduces Mandiri Sekuritas's FY11 forecast operating margin by 2%-3% or equivalent to Rp130 billion-Rp200 billion earning, compared to the brokerage's previous FY11F net profit forecast of Rp454 billion. Delta Dunia, parent of Indonesia's second largest coal mining contractor, is budgeting US$250 million capex with potential upgrade to US$280 million if certain projects are awarded. The capex was higher than US$200 million of realized capex last year and US$75 million in 2009. On the operating side, overburden removal reached 155.7 million bank cubic meter in 1H11 or 43.3% of Mandiri Sekuritas's forecast. DOID is now guiding 350 million bcm overburden removal, or 2.7% lower than previous number of 360 million bcm. To achieve this target, the company needs to ramp up its overburden to 32 million-33 million bcm per month, versus 27 million-28 million bcm in May and June.

Stocks slipped in the final minutes of trading to end lower Wednesday as investors took a breather following a sharp rally in the previous session and amid ongoing jitters over the debt ceiling talks and fears over the euro zone crisis.

      Dow. 12571.91. -15.51. -0.12%
      Nasdaq. 2814.23. -12.29. -0.43%
      S&P 500. 1325.84. -0.89. -0.07%
      FTSE. 5853.82. +63.83.+1.1%
      Dax. 7221.36. +28.69 +0.4%
      CAC40. 3754.60. +59.65 +1.61%. Oil. 98.35. +0.85. +0.87%
      Gold. 1596.900. -4.200. -0.26%
      Rupiah. 8535
      Euro. 1.4223

      TLKM. 33.34. -0.01 -0.03%. Rp7114. ISAT. 30.74. -0.09 -0.29%. Rp5247
      BumiPLC 1110.000 +5.000.+0.452%
      EIDO. 33.40. +0.250.+0.754%
      Timah. 28100. +350. +1.26%. Nickel. 23900. -110. -0.46%

      CPOSep3153RM+46RM+1.48%$1054
      Corn. 677.750. -9.500. -1.38%
      SoybeanOil.57.700. +0.130.+0.23%
      Wheat. 697.000.+3.500. +0.50%

      Coal15 Jul 120.61 vs.122.45(8 Jul)

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