Tuesday, July 26, 2011

Laporan & Rumor Saham Indonesia 26-07 (Refresh)

Ekspektasi Kinerja Dorong IHSG Cetak Rekor Lagi. net foreign buy Rp 81,5 miliar
http://pasarmodal.inilah.com/read/detail/1737572/ekspektasi-kinerja-dorong-ihsg-cetak-rekor-lagi

Transaksi Capai Rp 6 Triliun, IHSG Tembus Rekor Baru Lagi 
http://finance.detik.com/read/2011/07/26/160817/1689816/6/transaksi-capai-rp-6-triliun-ihsg-tembus-rekor-baru-lagi

Aksi beli ASII, BBCA dan BMRI giring indeks torehkan rekor baru
http://investasi.kontan.co.id/v2/read/1311673730/73827/Aksi-beli-ASII-BBCA-dan-BMRI-giring-indeks-torehkan-rekor-baru

Inilah Saham Teraktif Perdagangan Selasa (26/7)
http://pasarmodal.inilah.com/read/detail/1737512/inilah-saham-teraktif-perdagangan-selasa-267

Inilah 10 Top Foreign Sell Saham Selasa (26/7)
http://pasarmodal.inilah.com/read/detail/1737492/inilah-10-top-foreign-sell-saham-selasa-267

SDPC Berhasil Raup Laba Rp1,55 Miliar
http://pasarmodal.inilah.com/read/detail/1737662/sdpc-berhasil-raup-laba-rp155-miliar

Laba Astra Agro Naik Hampir 100%
http://pasarmodal.inilah.com/read/detail/1737502/laba-astra-agro-naik-hampir-100

PER 2,5 Kali, AKRA Siap Meroket ke Rp4.500
http://pasarmodal.inilah.com/read/detail/1736522/per-25-kali-akra-siap-meroket-ke-rp4500

Saham ASRI Bertenaga ke Level Rp550
http://pasarmodal.inilah.com/read/detail/1734502/saham-asri-bertenaga-ke-level-rp550

Masih Banyak Saham Layak Dilirik
http://pasarmodal.inilah.com/read/detail/1734662/masih-banyak-saham-layak-dilirik

Laba Bersih Alfaria Naik 91%
http://pasarmodal.inilah.com/read/detail/1737272/laba-bersih-alfaria-naik-91

BLOOMBERG: *RADIANT RISES TO 16-MONTH HIGH AFTER DEAL TO BUY OFFSHORE UNIT

Bloomberg: Palm Oil Futures Gain 0.4% to 3,111 Ringgit a Metric Ton

Bloomberg: Bank Mandiri Provides 11 Trillion Rupiah Loan to Port Operator

Bloomberg: Bukit Asam, HD Finance, Tractors: Indonesia Equity Preview

Bloomberg: Medco Rises to Near Six-Week High After $150 Million Loan Deal

Bloomberg: BW Plantation Gains Most in Two Months as Profit Nearly Doubles

Bukit Asam, HD Finance, Tractors: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-07-26/bukit-asam-hd-finance-tractors-indonesia-equity-preview.html

Mandiri Prediksi Kredit Tumbuh 27% YoY
http://pasarmodal.inilah.com/read/detail/1736832/mandiri-prediksi-kredit-tumbuh-27-yoy

Saham PTBA Masih Direkomendasikan 'Buy'
http://pasarmodal.inilah.com/read/detail/1735642/saham-ptba-masih-direkomendasikan-buy

Catat Produksi Tertinggi, 'Buy' Saham DOID
http://pasarmodal.inilah.com/read/detail/1735632/catat-produksi-tertinggi-buy-saham-doid

Penjualan Naik, Hold Saham UNTR
http://pasarmodal.inilah.com/read/detail/1735662/penjualan-naik-hold-saham-untr

TOWR Raup Laba Bersih Rp252,62 Miliar
http://pasarmodal.inilah.com/read/detail/1736012/towr-raup-laba-bersih-rp25262-miliar

Saham Eropa Dibuka Jatuh oleh Buruknya Kinerja BP
http://pasarmodal.inilah.com/read/detail/1736802/saham-eropa-dibuka-jatuh-oleh-buruknya-kinerja-bp

Kedaung Rugi Rp542,12 Juta
http://pasarmodal.inilah.com/read/detail/1736932/kedaung-rugi-rp54212-juta

Penjualan HERO Naik 13,8% Jadi Rp4,08 Triliun
http://pasarmodal.inilah.com/read/detail/1737052/penjualan-hero-naik-138-jadi-rp408-triliun

Pejabat Mandiri Bakal Jadi Plt Dirkeu Garuda
http://pasarmodal.inilah.com/read/detail/1736962/pejabat-mandiri-bakal-jadi-plt-dirkeu-garuda

WINS Raih Proyek dari KPC US$18 Juta
http://pasarmodal.inilah.com/read/detail/1737092/wins-raih-proyek-dari-kpc-us18-juta

Ups! Laba JPRS Ternyata Turun 15,11%
http://pasarmodal.inilah.com/read/detail/1736232/ups-laba-jprs-ternyata-turun-1511

Laba Duta Pertiwi Naik 13,77%
http://pasarmodal.inilah.com/read/detail/1736612/laba-duta-pertiwi-naik-1377

ALDO kaji joint venture dengan perusahaan Thailand
http://investasi.kontan.co.id/v2/read/1311667758/73809/ALDO-kaji-joint-venture-dengan-perusahaan-Thailand

Stok kedelai terancam cuaca buruk, harga CPO akhirnya rebound
http://investasi.kontan.co.id/v2/read/1311665143/73805/Stok-kedelai-terancam-cuaca-buruk-harga-CPO-akhirnya-rebound-

Pendapatan bersih KRAS Rp 8,41 triliun
http://investasi.kontan.co.id/v2/read/1311646999/73762/Pendapatan-bersih-KRAS-Rp-841-triliun

MEDC kantongi fasilitas kredit US$ 150 juta dari BBNI
http://investasi.kontan.co.id/v2/read/1311652198/73781/MEDC-kantongi-fasilitas-kredit-US-150-juta-dari-BBNI

Wintermar Sediakan Tiga Kapal untuk KPC
http://finance.detik.com/read/2011/07/26/152607/1689773/6/wintermar-sediakan-tiga-kapal-untuk-kpc

Agenda 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: Bank Danamon Indonesia Cut to 'Underperform' at CIMB

BLOOMBERG: *BUKIT ASAM 1H REVENUE 5.1 TRILLION RUPIAH (+76%) VS 3.8 TLN RUPIAH.     *BUKIT ASAM 1H NET INCOME 1.6 TRILLION RUPIAH VS 908.1 BILLION.

Inilah Rekomendasi Saham Selasa (26/7)
http://pasarmodal.inilah.com/read/detail/1734552/inilah-rekomendasi-saham-selasa-267

Rekomendasi Saham
IHSG 'Pantau' Laporan Keuangan Emiten
http://finance.detik.com/read/2011/07/26/075025/1689295/6/ihsg-pantau-laporan-keuangan-emiten

Laba Melesat, Cermati Saham JPRS
http://pasarmodal.inilah.com/read/detail/1735332/laba-melesat-cermati-saham-jprs

Investor Malaysia Bidik Saham MAIN
http://pasarmodal.inilah.com/read/detail/1735342/investor-malaysia-bidik-saham-main

Membangkitkan "Raksasa" Dalam JPRS
http://pasarmodal.inilah.com/read/detail/1733782/membangkitkan-raksasa-dalam-jprs

Wait & See, Rupiah Diproyeksikan Stagnan
http://economy.okezone.com/read/2011/07/26/278/484244/wait-see-rupiah-diproyeksikan-stagnan

Masih Banyak Saham Layak Dilirik
http://pasarmodal.inilah.com/read/detail/1734662/masih-banyak-saham-layak-dilirik

Saham Grup Bakrie Dominan Direkomendasikan
http://pasarmodal.inilah.com/read/detail/1734682/saham-grup-bakrie-dominan-direkomendasikan

BWPT Catat Laba Bersih Naik 99,4%
http://pasarmodal.inilah.com/read/detail/1734602/bwpt-catat-laba-bersih-naik-994

Masalah Utang AS Masih Membelit Wall Street 
http://finance.detik.com/read/2011/07/26/072248/1689285/6/masalah-utang-as-masih-membelit-wall-street

EXCL tunda pembayaran utang
http://investasi.kontan.co.id/v2/read/1311608883/73745/EXCL-tunda-pembayaran-utang

Proyeksi kenaikan laba emiten menopang laju bursa Asia pagi ini
http://investasi.kontan.co.id/v2/read/1311642323/73753/Proyeksi-kenaikan-laba-emiten-menopang-laju-bursa-Asia-pagi-ini

Citra Marga rights issue Rp240 miliar
http://www.bisnis.com/korporasi/aksi-korporasi/32714-citra-marga-rights-issue-rp240-miliar

IHSG Masih Digelayuti "Awan Mendung"
http://economy.okezone.com/read/2011/07/26/278/484242/ihsg-masih-digelayuti-awan-mendung

The state-controlled coal miner PT Bukit Asam Tbk (PTBA) today reported Rp1.61 trillion net profit or Rp699 per share in the first half of this year, reflecting a 78.97% from Rp901.07 billion net profit or Rp394 per share a year earlier. The robust bottom line was underpinned by higher coal sales. Operating profit rose 87.62% to Rp1.97 trillion from Rp1.05 trillion, surging its margin to 38.48% from 27.70%. Bukit Asam posted Rp5.12 trillion in sales, a 35.09% increase from Rp3.79 trillion  Toll road operator PT Citra Marga Nusaphala Persada Tbk (CMNP) aims to raise Rp240 billion from the new shares sale without preemptive rights. The proceed will be used by the operator to develop its business. Citra Marga will issue 200 million new shares at a minimum exercise price at Rp1,200, Rp140 lower or 11.67 discount from closing price yesterday at Rp1,340 per share. According to the company's announcement today, it will seek approval shareholders' meeting scheduled on August 10 2011.

Trades of the Day...
Fundamentally:
CIMB menurunkan rating Bank Danamon (BDMN) dari neutral menjadi UNDERPERFORM dengan target harga Rp5000 (dari Rp6200) dengan metode GGM (COE 15.8%, growth 11.9%, long term ROE 19% dari 20.7%). Sepertinya dana hasil rights issue pada 2009 hanya memberikan return yang rendah, namun kembali lagi ada rencana rights issue pada 11Sep mendatang. Kami ragu dana ini bisa memberikan return yang tinggi, apalagi yield BDMN terus turun karena perubahan business mix.

Stocks finished lower in light-volume trading Monday as the ongoing debt ceiling debates raised concerns of a possible U.S. ratings downgrade.

Dow.      12592.80.  -88.36.  -0.70%
Nasdaq.  2842.80.  -16.03.  -0.56%
S&P 500. 1337.43.  -7.59.    -0.56%
FTSE.      5925.26.  -9.76.    -0.16%
Dax.        7344.54.  +18.15. +0.25%
CAC40.    3812.97.  -29.73.  -0.77%.  Oil.            99.20.  -0.67.    -0.67%
Gold.      1614.400.+10.700+0.67%
Rupiah.  8507.5
Euro.      1.4378

TLKM.  34.48. -0.57 -1.63%. Rp7333  ISAT.    32.12. -0.36 -1.11%. Rp5465
BumiPLC 1085.000 -26.000.-2.340%
EIDO.        33.640.  -0.050.  -0.148%
Timah.      28050.  -145.  -0.51%.  Nickel.      23745.  -105.  -0.44%

CPOSep3100RM-40RM-1.27%$1045
Corn.          674.500.-11.000 -1.60%
CPOSep3100RM-40RM-1.27%$1045
Corn.          674.500.-11.000 -1.60%
SoybeanOil.56.950. -0.530.  -0.92%
Wheat.      688.500. -3.750.  -0.54%

Coal22 Jul 120.95 vs.120.61(15 Jul)

SPECIAL MENTION:
POLY: 570-780. POLY may benefit the most from the appreciation of the rupiah as most of its raw materials are imported. Full Year 2011 net profit could rise by 379% to exceed IDR1.6 trillion (EPS: IDR672) from IDR335 billion (EPS: IDR140) at the end of 2010. It is now trading at a p/e ratio of ONLY 0.6X 2011 prospective earnings. Fair value at a discounted industrial p/e average of 12X is at IDR7,000. It is a buy at any levels. My 12-month target remains at IDR1,200.

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