Laporan & Rumor Saham Indonesia 25-07 (Refresh)

Bloomberg: United Tractors’ June Heavy Equipment Sales Rise to 742 Units

Tambang Tekan IHSG Ditutup Turun 0,48%. Net foreign sell Rp 101,87 miliar.
http://pasarmodal.inilah.com/read/detail/1733402/tambang-tekan-ihsg-ditutup-turun-048

Saham Blue Chip Kena Tekanan Jual, IHSG Turun 19 Poin 
http://finance.detik.com/read/2011/07/25/160802/1688986/6/saham-blue-chip-kena-tekanan-jual-ihsg-turun-19-poin

GGRM, BBCA, dan TLKM jadi tiga bluechips yang paling gede menggerus indeks
http://investasi.kontan.co.id/v2/read/1311586319/73722/GGRM-BBCA-dan-TLKM-jadi-tiga-bluechips-yang-paling-gede-menggerus-indeks

Inilah 10 Top Foreign Buy Saham Senin (25/7)
http://pasarmodal.inilah.com/read/detail/1733582/inilah-10-top-foreign-buy-saham-senin-257

Inilah 10 Top Foreign Sell Senin (25/7)
http://pasarmodal.inilah.com/read/detail/1733662/inilah-10-top-foreign-sell-senin-257

Saham BHIT Catatkan Saham Teraktif Senin (25/7)
http://pasarmodal.inilah.com/read/detail/1733512/saham-bhit-catatkan-saham-teraktif-senin-257

Rupiah Menari di Atas Derita Utang AS & Eropa
http://pasarmodal.inilah.com/read/detail/1733792/rupiah-menari-di-atas-derita-utang-as-eropa

Komut BYAN Jual 1,03 Juta saham
http://pasarmodal.inilah.com/read/detail/1733612/komut-byan-jual-103-juta-saham

Jasa Kustodian BRI Kelola Dana Rp 34 Triliun 
http://finance.detik.com/read/2011/07/25/150834/1688935/6/jasa-kustodian-bri-kelola-dana-rp-34-triliun

TLKM bakal bangun hotel bintang empat?
http://investasi.kontan.co.id/v2/read/1311587250/73723/TLKM-bakal-bangun-hotel-bintang-empat

Agenda 25 Juli Rups BJBR, Cum dev ctra 6, cum dev GGRM 880, JTPE cum STOCK SPLIT, RASIO 5:1

26 Juli cum dev Indf 133, cum dev ipol RP 3 ,

27 Juli BUMI RP 41,78, cum dev SMGR RP 248,26, cum dev PTRO 1195,5

28 Juli Rups SONA, CKRA, FAST, Cum Dev PANR 1,07

29 Juli Rups Trub, Mitra International Resources

Bloomberg: Coal India Seeks Approval to Buy 30% Stake in Indonesian Company

Bloomberg: Indonesian, India Bonds to Return Most: Morgan Stanley

Inilah 5 Dampak jika Amerika Gagal Bayar Utang
http://pasarmodal.inilah.com/read/detail/1733172/inilah-5-dampak-jika-amerika-gagal-bayar-utang

HD Finance Raih Kredit dari 3 Bank Rp280 M
http://pasarmodal.inilah.com/read/detail/1733132/hd-finance-raih-kredit-dari-3-bank-rp280-m

Bursa Eropa Tertekan Alotnya Pembatasan Utang AS
http://pasarmodal.inilah.com/read/detail/1733132/hd-finance-raih-kredit-dari-3-bank-rp280-m

BNI: Harga Bank Mutiara Kemahalan
http://pasarmodal.inilah.com/read/detail/1733002/bni-harga-bank-mutiara-kemahalan

Volume Penjualan CPO AALI Naik 18,7%
http://pasarmodal.inilah.com/read/detail/1732942/volume-penjualan-cpo-aali-naik-187

Layanan Cool Banking, BII Targetkan 200 Perusahaan
http://pasarmodal.inilah.com/read/detail/1732752/layanan-cool-banking-bii-targetkan-200-perusahaan

Laba bersih naik hampir 14 kali, saham AKRA meroket ke level tertinggi 20 bulan
http://investasi.kontan.co.id/v2/read/1311582419/73713/Laba-bersih-naik-hampir-14-kali-saham-AKRA-meroket-ke-level-tertinggi-20-bulan

IQPlus - PT Bursa Efek Indonesia (BEI) memasukan lima Emiten baru kedalam daftar saham LQ45 terhitung mulai periode perdagangan Agustus 2011 sampai dengan Januari 2012. " Kelima Emiten baru tersebut adalah PT Borneo Lumbung Energy & Metal Tbk (BORN), PT XL Axiata Tbk (EXCL), PT Harum Energy Tbk (HRUM), PT Indofood CBP Sukses Makmur Tbk (ICBP), PT Krakatau Steel Tbk (KRAS)," ujar Kepala Divisi Perdagangan saham BEI, andre P.J. Toelle dalam pengumuman Bursa,

Mandiri Seeks Bank-Stake Limits to Level Asean Playing Field July 25 (Bloomberg) -- PT Bank Mandiri, Indonesia’s biggest bank by assets, said it welcomes limits on commercial bank stakes as it would help level the playing field with regional rivals from markets that already cap ownership. “We need to have a more reciprocal policy with other countries,” Managing Director Pahala N. Mansury said in an interview yesterday in Bali, Indonesia. “If other banks coming from other countries can establish their presence here, why is that we are not allowed” to do the same in their countries? (selengkapnya email)

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.

1st session on JCI 25.07.11
@ 4,080.328 (-26.494pts) (-0.645%)
H: 4,104.463 ; L: 4,074.357
Value: 2.15 T (NG 153 B )
Volume: 3.19 B (NG 42 M )
Foreign Nett Sell: 40 B

5 most active stocks by value:
ENRG @ 245 (+8.89%)
ELTY @ 171 (+3.01%)
CMNP @ 1,340 (+7.20%)
BMRI @ 7,650 (+0.66%)
BBRI @ 6,550 (-1.50.14%)

5 most active stocks by volume:
ELTY @ 171 (+3.01%)
ENRG @ 245 (+8.89%)
DEWA @ 122 (0.00%)
BNBR @ 71 (0.00%)
CMNP @ 1,340 (+7.20%)

5 most up:
ARGO @ 1,100 (+22.22%)
AKPI @ 1,740 (+16.00%)
PEGE @ 265 (+12.77%)
POLY @ 680 (+11.48%)
KONI @ 265 (+10.42%)

5 most down:
GSMF @ 90 (-25.00%)
TMPO @ 124 (-16.78%)
ABDA @ 730 (-7.59%)
BAPA @ 185 (-7.04%)
SOBI @ 2,800 (-6.67%)

5 Leading Movers:
BMRI @ 7,650 (+1.35%)
AKRA @ 2,850 (+1.12%)
BBNI @ 4,025 (+1.08%)
EMTK @ 2,375 (+1.05%)
ENRG @ 245 (+0.94%)

5 Lagging Movers:
BBRI @ 6,550 (-2.85%)
BBCA @ 8,150 (-2.85%)
BDMN @ 5,450 (-2.43%)
GGRM @ 52,950 (-2.25%)
ASII @ 72,450 (-2.13%)
Rgds, Nadya Isnaeni Data administrator Research Dept BNI Securities

Profit Taking, IHSG Sesi I Ditutup Turun 0,65%
http://pasarmodal.inilah.com/read/detail/1732262/profit-taking-ihsg-sesi-i-ditutup-turun-065

Aksi Profit Taking Pangkas IHSG 26 Poin 
http://finance.detik.com/read/2011/07/25/120751/1688615/6/aksi-profit-taking-pangkas-ihsg-26-poin

Rawan Koreksi, Pilih Saham Lapis Dua
http://pasarmodal.inilah.com/read/detail/1732252/rawan-koreksi-pilih-saham-lapis-dua

Laba BRI per Mei 2011 Sedikit di Atas Mandiri
http://pasarmodal.inilah.com/read/detail/1732032/laba-bri-per-mei-2011-sedikit-di-atas-mandiri

Bank Mandiri Raup Laba Rp5,4 Triliun per Mei 2011
http://pasarmodal.inilah.com/read/detail/1732002/bank-mandiri-raup-laba-rp54-triliun-per-mei-2011

Laba bersih naik 41%, saham BBNI reli ke level tertinggi 12 pekan
http://investasi.kontan.co.id/v2/read/1311570672/73682/Laba-bersih-naik-41-saham-BBNI-reli-ke-level-tertinggi-12-pekan

Rights issue, saham BDMN terjungkal ke level terendah enam bulan
http://investasi.kontan.co.id/v2/read/1311563235/73659/Rights-issue-saham-BDMN-terjungkal-ke-level-terendah-enam-bulan-

Laba Kotor KRAS Turun 95%
http://pasarmodal.inilah.com/read/detail/1731712/laba-kotor-kras-turun-95

Wow! Laba Bakrieland Naik 100,2%
http://pasarmodal.inilah.com/read/detail/1731492/wow-laba-bakrieland-naik-1002

Danamon Rights Issue 1,21 Miliar Saham
http://pasarmodal.inilah.com/read/detail/1731472/danamon-rights-issue-121-miliar-saham

Rencana Rights Issue, Hold Saham CMNP
http://pasarmodal.inilah.com/read/detail/1731692/rencana-rights-issue-hold-saham-cmnp

Laba Melesat, Hold Saham AKRA
http://pasarmodal.inilah.com/read/detail/1731632/laba-melesat-hold-saham-akra

Kinerja kinclong, saham SRSN melaju kencang
http://investasi.kontan.co.id/v2/read/1311564231/73662/Kinerja-kinclong-saham-SRSN-melaju-kencang

Kantongi kontrak baru, saham ELSA bergerak fluktuatif
http://investasi.kontan.co.id/v2/read/1311564633/73664/Kantongi-kontrak-baru-saham-ELSA-bergerak-fluktuatif

Partner di Blok Masela jual saham, ENRG maju ke level tertinggi 20 bulan
http://investasi.kontan.co.id/v2/read/1311569941/73679/Partner-di-Blok-Masela-jual-saham-ENRG-maju-ke-level-tertinggi-20-bulan

BNI 1H net Profit IDR2.792 Tln vs IDR1.934 Tln

Aneka Tambang, Astra International: Indonesia Equity Previewhttp://www.bloomberg.com/news/2011-07-25/aneka-tambang-astra-international-indonesia-equity-preview.html

ELTY: 160-190. Second quarter net profit rose 216% to IDR152 billion from IDR48.1 billion in the first quarter due to higher sales. First half net profit almost tripled to IDR200 billion from IDR70 billion a year earlier. ELTY is ow trading at a p/e ratio of 15.8X 2011 earnings (EPS: IDR10.5), far below its historical average high of 23X. 12-month target is at IDR230. Best buy is at any levels below IDR166.

CMNP'S NON -PREEMPTIVE RIGHTS MAY BE OFFERED AT IDR1,600-IDR2,200/SHARE

BUMI RESOURCES MINERALS Tbk (BRMS)
Pathway to Newmont Nusa Tenggara
Initiate BUY, price target of Rp910/sh
We give an initiate price of Buy or Rp910/sh on catalyst of 1) the only indirect investment on Newmont Nusa Tenggara (NNT); 2) IPO of NNT; 3) DSO production on Mauritania; 4) exploitation permit for Dairi.

The only indirect investment into Newmont Mining in Indonesia
BRM offer an indirect investment into Newmont Nusa Tenggara mining at Batu Hijau. Government is finalizing its last 7% divestment of the total 51% where BRM owns 18% effective rate through PT Multi Daerah Bersaing. After the final divestment, Newmont would have initial public offering which would raise the valuation of NNT significantly. 

*DJ Temasek Unit To Take Up Its 67.4% Of PT Bank Danamon Rights Issue - Source

BLOOMBERG: *BANK DANAMON TO SELL SHARES AT 4,100-4,800 RUPIAH, TERMS SHOW.     *BANK DANAMON TO RAISE 5 TLN RUPIAH IN RIGHTS OFFER, TERMS SHOW

BLOOMBERG: *PALM OIL FALLS AS MUCH AS 0.8% TO 3,116 RINGGIT A METRIC TON

Bloomberg: Bank Danamon Indonesia Cut to 'Neutral' at CIMB

Bloomberg: Danamon Drops to 6-Month Low After Share Sale Plan, Rating Cut

Rekomendasi Saham

IHSG Siap Digoyang Profit Taking 

http://finance.detik.com/read/2011/07/25/074856/1688377/6/ihsg-siap-digoyang-profit-taking

Inilah Menu Saham Pilihan Senin (25/7)

http://pasarmodal.inilah.com/read/detail/1730452/inilah-menu-saham-pilihan-senin-257

BI Dinilai Berlebihan Soal Bubble Sektor Otomotif 

http://finance.detik.com/read/2011/07/25/081419/1688399/5/bi-dinilai-berlebihan-soal-bubble-sektor-otomotif

Langkah Buyback TLKM akan Naikkan Laba Per Saham

http://pasarmodal.inilah.com/read/detail/1730562/langkah-buyback-tlkm-akan-naikkan-laba-per-saham

Bursa Asia Senin Dibuka Melemah

http://pasarmodal.inilah.com/read/detail/1731352/bursa-asia-senin-dibuka-melemah

Saham BUMI Masih Undervalue

http://pasarmodal.inilah.com/read/detail/1730732/saham-bumi-masih-undervalue

RALS Dikerek Naik ke Rp1500?

http://pasarmodal.inilah.com/read/detail/1731382/rals-dikerek-naik-ke-rp1500

Shell incar 30% saham ENRG?

http://investasi.kontan.co.id/v2/read/1311485601/73599/Shell-incar-30-saham-ENRG

Saham OKAS Bakal Menembus Level Rp500

http://pasarmodal.inilah.com/read/detail/1731432/saham-okas-bakal-menembus-level-rp500

Dukungan Capex, DILD Miliki Prospek Cerah

http://pasarmodal.inilah.com/read/detail/1729722/dukungan-capex-dild-miliki-prospek-cerah

Danamon Rights Issue 1,21 Miliar Saham

http://pasarmodal.inilah.com/read/detail/1731472/danamon-rights-issue-121-miliar-saham

BUMI Rp3.500 Bukan Mustahil Pekan Ini

http://pasarmodal.inilah.com/read/detail/1730692/bumi-rp3500-bukan-mustahil-pekan-ini

AKRA bayar dividen interim kedua senilai Rp 200 per saham

http://investasi.kontan.co.id/v2/read/1311500664/73600/AKRA-bayar-dividen-interim-kedua-senilai-Rp-200-per-saham

Marketing sales ASRI mencapai Rp 1 triliun

http://investasi.kontan.co.id/v2/read/1311555000/73621/Marketing-sales-ASRI-mencapai-Rp-1-triliun

Tengah tahun, laba ELTY melesat 100%

http://investasi.kontan.co.id/v2/read/1311554400/73620/Tengah-tahun-laba-ELTY-melesat-100

The Dow finished lower Friday after Caterpillar's profit missed estimates, but stocks overall closed the week in positive territory following a handful of robust earnings and a finalized bailout package for Greece.

Dow. 12681.16. -43.25. -0.34%

Nasdaq. 2858.83. +24.40. +0.86%

S&P 500. 1345.02. +1.22. +0.09%

FTSE. 5935.02. +35.13. +0.6%

Dax. 7326.39. +36.25. +0.5%

CAC40. 3842.70. +25.95. +0.68%. Oil. 99.87. +0.74. +0.75%

Gold. 1601.500.+14.500+0.91%

Rupiah. 8528

Euro. 1.4356

TLKM. 35.05.+0.56+1.62% Rp7473 ISAT. 32.48.+0.78+2.46%.Rp5540

BumiPLC 1110.000 -5.000.-0.450%

EIDO. 33.690. -0.170.-0.52%

Timah. 28195. +195. +0.70%. Nickel. 23850. +90. +0.38%

CPOSep3140RM+10RM+0.32%$1056

Corn. 685.500.+12.500+1.86%

SoybeanOil.57.480. +0.100. +0.17%

Wheat. 692.250. +15.000+2.21%

Coal22 Jul 120.95 vs.120.61(15 Jul)

Trades of the Day...

Fundamentally:

CIMB melakukan initiate coverage untuk Indika Energy (INDY) dengan rating OUTPERFORM dengan target harga Rp4725. INDY memiliki Kideco, tambang batubara terbesar ketiga nasional, dengan 45.6% CAGR 2011-2013 net profit dengan memiliki perusahaan logistik MBSS. Valuasi 11.0x forward PER juga termurah di sektor coal. Katalis jangka pendek adalah potensi listing dari Petrosea (PTRO) CIMB mempertahankan rating UNDERWEIGHT untuk sektor telco, Telekomunikasi Indonesia (TLKM) masih UNDERPERFORM dengan target harga Rp7400, dan tetap memilih EXCL sebagai top picks sementara Neutral untuk ISAT. Kami terkejut dengan rencana regulator Indonesia untuk mengumumkan floor tarif untuk on-network call untuk mencegah persaingan tarif, yang akan menguntungkan Telkomsel karena 1) operator kecila tidak bisa bersaing tarif, 2) Telkomsel memiliki lebih banyak porsi on-network call. CIMB mempertahankan rating NEUTRAL untuk sektor plantation dengan top pick regional pada Wilmar, meskipun Indonesia menurunkan pajak ekspor CPO sebesar 2.5%