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
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
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
Inilah Menu Saham Pilihan Senin (25/7)
BI Dinilai Berlebihan Soal Bubble Sektor Otomotif
Langkah Buyback TLKM akan Naikkan Laba Per Saham
Bursa Asia Senin Dibuka Melemah
Saham BUMI Masih Undervalue
RALS Dikerek Naik ke Rp1500?
Shell incar 30% saham ENRG?
Saham OKAS Bakal Menembus Level Rp500
Dukungan Capex, DILD Miliki Prospek Cerah
Danamon Rights Issue 1,21 Miliar Saham
BUMI Rp3.500 Bukan Mustahil Pekan Ini
AKRA bayar dividen interim kedua senilai Rp 200 per saham
Marketing sales ASRI mencapai Rp 1 triliun
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%
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