Agenda Agustus
01 Agustus Cum dev MFIN 30
02 Agustus DUTA GRAHA INDAH DIVIDEND
03 Agustus Cum dev TSPC 40, cum dev esti 1, rups BKSL, cum dev FISH 10
04 Agustus
05 Agustus cum dev KREN 9,05, rups Indo Setu Bara (CPDW)
08 Agustus FIRST MEDIA RUPSLB, Rups SIMA ,cum bonus INVS 5:2
09 Agustus Cum dev Unsp, FOMC
10 Agustus Rups CMNP
12 Agustus Rups Alakasa Industri, ALUMINDO LIGHT METAL DIVIDEND, RP 70 CUM
15 Agustus Cum dev Plaza Indonesia 2,5, cum clpi 27,8, Rupslb CNKO
18 Agustus Rups INCF, Elty
19 Agustus RUPSLB SAIP, kren,
22 Agustus Cum dev Lppf 14,0, rupslb BDMN, rups lppf, NUSANTARA INFRASTRUCTURE RUPSLB, cum dev AKRA 200
23 Agustus Rupslb ERTX, CNTX, BRMS, BUMI RESOURCES RUPSLB,
24 Agustus Rups BDMN
25 Agustus cum Dev KREN 9,05
26 Agustus Rupslb BIPI
Wow! Laba Bersih Kimia Farma Melesat 112,78%
http://pasarmodal.inilah.com/read/detail/1745072/wow-laba-bersih-kimia-farma-melesat-11278
Semen Gresik Raup Laba Bersih Rp1,89 Triliun
http://pasarmodal.inilah.com/read/detail/1745102/semen-gresik-raup-laba-bersih-rp189-triliun
Pendapatan Naik, Laba MIDI Jadi Rp7,12 Miliar
http://pasarmodal.inilah.com/read/detail/1745002/pendapatan-naik-laba-midi-jadi-rp712-miliar
Pendapatan naik, laba bersih SMRA tumbuh 52% di semester I
http://investasi.kontan.co.id/v2/read/1311841085/74053/Pendapatan-naik-laba-bersih-SMRA-tumbuh-52-di-semester-I
LONDON (Dow Jones)--Monitise PLC (MONI.LN), a technology company delivering mobile banking, payments and commerce networks worldwide, said Thursday Monitise Asia Pacific plans to launch mobile banking, payments and commerce services in Indonesia via a new joint venture with PT Astra Graphia
Information Technology, or AGIT.
JAKARTA. Sahamm PT Semen Gresik (SMGR) anjlok dalam sore ini. Pada pukul 15.34, saham SMGR tercatat turun 4,5% menjadi Rp 9.550. Penurunan saham produsen semen ini terjadi seiring dirilisnya kinerja SMGR. Berdasarkan data di Keterbukaan Informasi BEI, laba bersih SMGR pada semester I 2011 naik 14,7% menjadi Rp 1,87 triliun. Sekadar informasi, laba bersih SMGR pada periode yang sama tahun lalu hanya sebesar Rp 1,63 triliun. Sementara itu, tingkat penjualan SMGR naik menjadi Rp 7,61 triliun dari posisi tahun lalu sebesar Rp 6,66 triliun.
REMINDER::: CIMB initiate coverage Salim Ivomas (SIMP) pada rating OUTPERFORM dengan target harga Rp1860 atau 9.6 PER vs sector average 13.7x PER. SIMP memiliki 3yr earning CAGR 26% dengan bisnis gula tebu. Target harga kami Rp1860 sekitar 14x PER, sejalan dengan Indofood Agri.
Rumor: Result INDF 1H2011 Net Profits jumps 132%. RX Upgrade INDF target price to Rp7,800.
PT SIMP is an undervalued CPO-related stock in Indonesia, trading at a forward
P/E of only 9.6x vs. the regional sector’s average P/E of 13.7x. This is unjustified in view of its large capitalisation among Indonesia-listed planters and a strong 3-year earnings CAGR of 26%. We believe the market has overlooked the group’s wellintegrated palm-oil business and potential earnings accretion from its sugar business. Our target price of Rp1,860 is based on 14x forward P/E, in line with the historical valuations of its parent Indofood Agri. Potential upside is 45% from current levels, with catalysts expected from increased brokers’ coverage of the stock, higherthan-expected production, better CPO, sugar & rubber prices and M&A possibilities.
VRNA melaporkan, laba bersih semester I naik 68% dibanding periode yang sama tahun lalu menjadi Rp 15,78 miliar.
Tunas Baru Lampung 1H Net Profit May Rise By 173% To IDR350 bln From IDR128 Bln; EPS IDR148; NOW TRADES AT 4.79X 2011 EARNINGS VS 14X INDUSTRIAL AVERAGE; TARGET IDR2,072 ON INDUSTRIAL P/E AVERAGE
Radian Intrensinco (RUIS) 1H Net Profit Rises By 80% to IDR11.9 Bln Vs IDR6.6 Bln - Source
BTEL rampungkan akuisisi perusahaan 4G di kuartal ketiga 2011
http://investasi.kontan.co.id/v2/read/1311831360/74027/BTEL-rampungkan-akuisisi-perusahaan-4G-di-kuartal-ketiga-2011
ADB: Semester I 2011, performa pasar saham Indonesia terbaik di Asia
http://investasi.kontan.co.id/v2/read/1311836523/74041/ADB-Semester-I-2011-performa-pasar-saham-Indonesia-terbaik-di-Asia
Laba bersih melambung 68%, saham VRNA catat rekor baru
http://investasi.kontan.co.id/v2/read/1311837155/74045/Laba-bersih-melambung-68-saham-VRNA-catat-rekor-baru
Dorab Mistry: CPO bisa jatuh ke level RM 2.800 pada September 2011
http://investasi.kontan.co.id/v2/read/1311837894/74048/Dorab-Mistry-CPO-bisa-jatuh-ke-level-RM-2.800-pada-September-2011
UNTR Dapat Andalkan Batubara Mulai 2013
http://pasarmodal.inilah.com/read/detail/1712412/untr-dapat-andalkan-batubara-mulai-2013
BSD Raup Penjualan Rp1,7 Triliun per Juli 2011
http://pasarmodal.inilah.com/read/detail/1743872/bsd-raup-penjualan-rp17-triliun-per-juli-2011
Sesi Dua, Cermati Saham Lapis Dua
http://pasarmodal.inilah.com/read/detail/1743972/sesi-dua-cermati-saham-lapis-dua
Bapepam Tunda Ijin IPO Visi Media & Minna Padi
http://pasarmodal.inilah.com/read/detail/1665802/bapepam-tunda-ijin-ipo-visi-media-minna-padi
1st session on JCI 28.07.11
@ 4,138.516 (-35.596pts) (-0.85%)
H: 4,172.248 ; L: 4,122.001
Value: 2.60 T (NG 291 B )
Volume: 2.68 B (NG 155 M )
Foreign Nett Buy: 17 B
5 most active stocks by value:
ASII @ 72,050 (-3.93%)
ADRO @ 2,650 (+1.92%)
KRAS @ 1,120 (-1.75%)
BBRI @ 6,800 (-1.45%)
BMRI @ 7,900 (-1.86%)
5 most active stocks by volume:
BNBR @ 72 (-1.37%)
KRAS @ 1,120 (-1.75%)
ENRG @ 250 (0.00%)
DEWA @ 122 (0.00%)
ELTY @ 168 (-1.75%)
5 most up:
GTBO @ 158 (+21.54%)
MTFN @ 465 (+19.23%)
DART @ 235 (+14.63%)
LAMI @ 255 (+10.87%)
IATA @ 55 (+10.00%)
5 most down:
KONI @ 230 (-16.36%)
GSMF @ 112 (-11.81%)
BAPA @ 168 (-7.69%)
YULE @ 67 (-6.94%)
DPNS @ 550 (-6.78%)
5 Leading Movers:
UNVR @ 15,500 (+2.23%)
ADRO @ 2,650 (+1.87%)
PNBN @ 950 (+1.39%)
CPIN @ 2,825 (+0.95%)
BNII @ 560 (+0.65%)
5 Lagging Movers:
ASII @ 72,050 (-13.9%)
BBCA @ 8,150 (-5.70%)
BMRI @ 7,900 (-4.05%)
BBRI @ 6,800 (-2.85%)
UNTR @ 27,050 (-2.83%)
Rgds, Nadya Isnaeni Data administrator Research Dept BNI Securities
Indonesia Stocks: Bakrie Sumatera, Bank Bukopin, Medco Energi
http://www.bloomberg.com/news/2011-07-28/indonesia-stocks-bakrie-sumatera-bank-bukopin-medco-energi.html
Ditekan Regional, IHSG Sesi I Berakhir Merah. net foreign buy Rp16,99 miliar.
http://pasarmodal.inilah.com/read/detail/1744012/ditekan-regional-ihsg-sesi-i-berakhir-merah
Koreksi Saham Blue Chip Pangkas IHSG 35 Poin
http://finance.detik.com/read/2011/07/28/120801/1691316/6/koreksi-saham-blue-chip-pangkas-ihsg-35-poin
BSD Raup Penjualan Rp1,7 Triliun per Juli 2011
http://pasarmodal.inilah.com/read/detail/1743872/bsd-raup-penjualan-rp17-triliun-per-juli-2011
Sesi Dua, Cermati Saham Lapis Dua
http://pasarmodal.inilah.com/read/detail/1743972/sesi-dua-cermati-saham-lapis-dua
Beban Penjualan Tinggi, Laba Astra Otoparts Tergerus 12%
http://finance.detik.com/read/2011/07/28/121450/1691324/6/beban-penjualan-tinggi-laba-astra-otoparts-tergerus-12
Bakrie & Brothers, Garuda, Jasa Marga: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-07-28/bakrie-brothers-garuda-jasa-marga-indonesia-equity-preview.html
JAKARTA (Dow Jones)--Indonesia's consumer price index for July is expected to rise by less than 1.0% from a month earlier, the head of the national statistics agency Rusman Heriawan told reporters Thursday. "Meanwhile, on-year inflation for July could be less than 5.0%," Heriawan said without elaborating. Indonesia's consumer price index rose 5.54% in June from a year earlier.
Laba Bersih Elnusa Naik 79,23%
http://pasarmodal.inilah.com/read/detail/1743412/laba-bersih-elnusa-naik-7923
Optimistis Raup Dana, 'Speculative Buy ' BNBR
http://pasarmodal.inilah.com/read/detail/1743632/optimistis-raup-dana-speculative-buy-bnbr
Laba Sesuai Estimasi, Buy Saham JSMR
http://pasarmodal.inilah.com/read/detail/1743602/laba-sesuai-estimasi-buy-saham-jsmr
Kinerja di Atas Estimasi, Hold UNTR
http://pasarmodal.inilah.com/read/detail/1743532/kinerja-di-atas-estimasi-hold-untr
Saham-saham 'Second Liner' Bakal Melemah Hari Ini
http://pasarmodal.inilah.com/read/detail/1743512/saham-saham-second-liner-bakal-melemah-hari-ini
Laba naik 51%, saham BBKP mencetak rekor tertinggi
http://investasi.kontan.co.id/v2/read/1311823973/74006/Laba-naik-51-saham-BBKP-mencetak-rekor-tertinggi
SDPC teken perjanjian distribusi obat dengan Nulab Pharmaceutical
http://investasi.kontan.co.id/v2/read/1311827825/74015/SDPC-teken-perjanjian-distribusi-obat-dengan-Nulab-Pharmaceutical-
Semester I, UNTR Catat Laba Rp2,54 T
http://economy.okezone.com/read/2011/07/28/278/485218/semester-i-untr-catat-laba-rp2-54-t
ALMI'S IDR70 PER SHARE DIVIDEND IS EQUAL WITH 4.9% YIELD. FIRST HALF NET PROFIT COULD RISE BY 270% TO IDR62 BILLION; ALMI NOW TRADES AT A 20% DISCOUNT TO ITA IDR1726 NAVs and IDR 1800 FAIR VALUE ON SIMPLE DCF. IT IS A BUY AT ANY LEVELS
CMNP.JK ----Capital increase without Preemptive Rights PT Citra Marga Nusaphala Persada Tbk (CMNP) at Rp1560
Prospek peringkat Indosat positif
http://www.bisnis.com/market/saham/33067-prospek-peringkat-indosat-positif
28 Juli Rups SONA, CKRA, FAST, Cum Dev PANR 1,07
29 Juli Rups Trub, Mitra International Resources
Bloomberg: Bank Bukopin Gains to Record After First-Half Net Income Rises
Kinerja gemilang, saham MBTO bermain lincah di area positif
http://investasi.kontan.co.id/v2/read/1311822971/74001/Kinerja-gemilang-saham-MBTO-bermain-lincah-di-area-positif
Beban bunga melonjak, saham INDS bergerak liar
http://investasi.kontan.co.id/v2/read/1311822481/73999/Beban-bunga-melonjak-saham-INDS-bergerak-liar
Semester pertama, gerai MAPI bertambah 77 unit
http://investasi.kontan.co.id/v2/read/1311820965/73992/Semester-pertama-gerai-MAPI-bertambah-77-unit
Sinarmas Land dan Gramedia Bangun Hall di BSD City
http://pasarmodal.inilah.com/read/detail/1743352/sinarmas-land-dan-gramedia-bangun-hall-di-bsd-city
POLY 1H NET PROFIT IDR820 BILLION VS IDR244.944 BILLION; UP 236%
REMINDER::: laba bersih bbkp 337.399 vs 223.796
Lapkeu rilis hari ini : SCMA lonjak 82% menjadi Rp383 miliar, AUTO turun 13% menjadi Rp525 miliar, EPMT naik tipis 13% menjadi Rp112 miliar, PJAA lonjak 58% menjadi Rp78 miliar, ELSA lonjak 77% menjadi Rp48 miliar, JSMR naik 16% Rp750 miliar, BBKP lonjak 50,8% menjadi Rp337 miliar, JPRS turun 23% menjadi Rp30 miliar,SMRA lonjak 53% menjadi Rp155 miliar, UNTR naik 34% menjadi Rp2,5 triliun
Bloomberg: Palm Oil Falls as Much as 0.6% to 3,110 Ringgit a Metric Ton
Bloomberg: Palm Oil Falls as Much as 0.6% to 3,110 Ringgit a Metric Ton
BLOOMBERG: *ADB: ASIA INFLATION SPURRED BY DEMAND, COMMODITIES, FUND FLOWS *ADB: CHINA GROWTH SUGGESTS TIGHTENING HAS YET TO IMPACT ECONOMY. *CHINA LIKELY TO KEEP TIGHTENING MONETARY POLICY. *ASIA FACES RISING PRICE PRESSURE EVEN AS GROWTH SLOWS. *ADB MAY CUT 7.9% GROWTH FORECAST FOR EMERGING EAST ASIA IN 2011
Bloomberg: Palm Oil May Drop to 2,800 Ringgit on Supplies, Mistry Says
Bloomberg: Franklin Favors Bonds of Korea, Indonesia on Currency Gains
Bloomberg: Astra Otoparts Receives 430 Billion Rupiah of Loans, Daily Says
Bloomberg: Bakrie May Raise $200-$300M for Infrastructure Projects: Daily
BLOOMBERG: *GARUDA INDONESIA'S FLIGHTS OPERATE NORMALLY, SPOKESMAN SAYS
Inilah Menu Saham Pilihan Kamis (28/7)
http://pasarmodal.inilah.com/read/detail/1742392/inilah-menu-saham-pilihan-kamis-287
Rekomendasi Saham
Bursa Global Berjatuhan, IHSG Terancam
http://finance.detik.com/read/2011/07/28/073759/1691004/6/bursa-global-berjatuhan-ihsg-terancam
Dibidik Saratoga, ELSA Bakal Diburu
http://pasarmodal.inilah.com/read/detail/1743032/dibidik-saratoga-elsa-bakal-diburu
BUMI dalam Tekanan, Profit Taking Saja!
http://pasarmodal.inilah.com/read/detail/1742242/bumi-dalam-tekanan-profit-taking-saja
BUMI Laporkan Kinerja Sem-I Terakhir 31 Agustus
http://pasarmodal.inilah.com/read/detail/1742302/bumi-laporkan-kinerja-sem-i-terakhir-31-agustus
Perkuat Sektor Properti, PTPP Akuisisi PT GSN
http://pasarmodal.inilah.com/read/detail/1742112/perkuat-sektor-properti-ptpp-akuisisi-pt-gsn
Kekhawatiran Utang Meningkat, Bursa Asia Terseret
http://pasarmodal.inilah.com/read/detail/1742972/kekhawatiran-utang-meningkat-bursa-asia-terseret
Pendapatan TOWR Kurangi Beban Keuangan
http://pasarmodal.inilah.com/read/detail/1742422/pendapatan-towr-kurangi-beban-keuangan
BNBR optimistis himpun US$ 300 juta
http://investasi.kontan.co.id/v2/read/1311819300/73986/BNBR-optimistis-himpun-US-300-juta
TBLA pakai kas internal untuk capex
http://investasi.kontan.co.id/v2/read/1311813218/73973/TBLA-pakai-kas-internal-untuk-capex
Pasar dilingkupi sentimen negatif, harga minyak ditransaksikan melorot
http://investasi.kontan.co.id/v2/read/1311812922/73972/Pasar-dilingkupi-sentimen-negatif-harga-minyak-ditransaksikan-melorot
ENRG ( New TP 360, by CC )
Inpex Corp has finally decided to sell 30% stake in the gas-rich Masela project to Shell. Although we have foreseen this would happen, we do not expect this to happen soon. Latest data showed that average acquisition price for upstream M&A was around US$1.0-2.0/boe, which is higher than the acquisition price of Masela by Energi Mega Persada (ENRG) US$0.3/boe. The inclusion of Shell in the project will not only improve project feasibility (i.e., Shell has strong financial capacity and upstream expertise), but also elevate ENRG’s value in Masela. Assuming acquisition price of US$1-2/boe and ENRG’s Masela acquisition price of Rp23.5/share, we estimate an upside in ENRG value by Rp73-147/share. Using the mid-price of US$1.5/boe, we arrived at our new TP of Rp360/share
Indonesia Loan Growth to Exceed Central Bank Forecast, BCA Says
2011-07-27 23:00:00.5 GMT
By Novrida Manurung
July 28 (Bloomberg) -- Indonesia’s loan growth will probably surpass the central bank’s estimate this year as low interest rates help drive demand in Southeast Asia’s biggest economy, the nation’s largest lender said. Commercial lending may rise as much as 25 percent, more than last year’s 23 percent growth and higher than Bank Indonesia’s 2011 estimate of 24 percent, as slowing consumer prices allow policy makers to hold borrowing costs at a near-record low, PT Bank Central Asia President Director Jahja Setiaatmadja said in his first interview since being named to the position in June.
Toll road operator PT Jasa Marga Tbk (JSMR) today reported a 16.05% increase in net profit for the first 6 months of this year on the back of higher operating revenue. The state-controlled toll road operator booked Rp751.58 billion net profit in 1H 2011 from Rp647.64 billion in 1H 2010.Operating profit increased 12.84% to Rp1.23 trillion from Rp1.09 trillion. However, the company's operating margin slightly increased to 52.12% from 51.90%. Jasa Marga's operating revenue grew 12.38% to Rp2.36 trillion from Rp2.10 trillion.
Property developer PT Jababeka Tbk (KIJA) is seeking US$310 million financing to underpin its business expansion and refinance debt this year. Jababeka President Director Setyono Djuandi Darmono, as quoted by Bisnis Indonesia today, said the financing is consisting of US$160 million for land acquisition, US$110 million to develop infrastructure facilities in industrial estate, Cikarang, and US$40 million to refinance debt to CIMB Niaga."We are exploring options of bond issuance, rights issue, and combination of both," he said. To develop infrastructure facilities, he said Jababeka needs financing to accomplish power plant of Bekasi Power and Cikarang Dry Port. The company is scouting 400 hectares of land acquisition.Jababeka has officially mandated PT Danareksa Sekuritas as financial adv
JAKARTA. Ternyata PT Krakatau Steel Tbk (KRAS) masih terus mencari pinjaman untuk membangun pabrik besi dengan tanur tinggi. Kali ini KRAS tengah menjajaki pinjaman dari institusi keuangan asal Eropa. Direktur Keuangan KRAS Sukandar menyebutkan, emiten ini sedang melakukan pembicaraan dengan beberapa bank asal Benua Biru. "Ya akhirnya kami juga lakukan pembicaraan dengan pihak lain, yaitu dari Eropa," kata dia, Senin (25/7). Selama ini KRAS sudah melakukan penjajakan untuk mendapat pinjaman dari sejumlah bank asal China. Sukandar menuturkan KRAS masih melakukan pembicaraan dengan beberapa bank asal Negeri Tembok Raksasa.
Stocks ended sharply lower Wednesday, following a Fed report that said pace of economic growth moderated in many districts and amid growing uncertainty over the ongoing debt talks in Washington.
Dow. 12302.55. -198.75.-1.59%
Nasdaq. 2764.79. -75.17. -2.65%
S&P 500. 1304.89. -27.05. -2.03%
FTSE. 5856.58. -73.15. -1.23%
Dax. 7252.68. -96.77. -1.32%
CAC40. 3734.07. -53.81. -1.42%. Oil. 97.24. -2.35. -2.36%
Gold. 1616.500. -2.800. -0.17%
Rupiah. 8490
Euro. 1.4376
TLKM. 34.76.+0.10+0.29%.Rp7378 ISAT. 31.92. -0.33 -1.02%. Rp5420
BumiPLC 1120.000 +25.000+2.283%
EIDO. 34.210. +0.100. +0.293%
Timah. 28600. +240. +0.85%. Nickel. 24300. +250. +1.04%
CPOSep3130RM+11RM+0.35%$1064
01 Agustus Cum dev MFIN 30
02 Agustus DUTA GRAHA INDAH DIVIDEND
03 Agustus Cum dev TSPC 40, cum dev esti 1, rups BKSL, cum dev FISH 10
04 Agustus
05 Agustus cum dev KREN 9,05, rups Indo Setu Bara (CPDW)
08 Agustus FIRST MEDIA RUPSLB, Rups SIMA ,cum bonus INVS 5:2
09 Agustus Cum dev Unsp, FOMC
10 Agustus Rups CMNP
12 Agustus Rups Alakasa Industri, ALUMINDO LIGHT METAL DIVIDEND, RP 70 CUM
15 Agustus Cum dev Plaza Indonesia 2,5, cum clpi 27,8, Rupslb CNKO
18 Agustus Rups INCF, Elty
19 Agustus RUPSLB SAIP, kren,
22 Agustus Cum dev Lppf 14,0, rupslb BDMN, rups lppf, NUSANTARA INFRASTRUCTURE RUPSLB, cum dev AKRA 200
23 Agustus Rupslb ERTX, CNTX, BRMS, BUMI RESOURCES RUPSLB,
24 Agustus Rups BDMN
25 Agustus cum Dev KREN 9,05
26 Agustus Rupslb BIPI
Wow! Laba Bersih Kimia Farma Melesat 112,78%
http://pasarmodal.inilah.com/read/detail/1745072/wow-laba-bersih-kimia-farma-melesat-11278
Semen Gresik Raup Laba Bersih Rp1,89 Triliun
http://pasarmodal.inilah.com/read/detail/1745102/semen-gresik-raup-laba-bersih-rp189-triliun
Pendapatan Naik, Laba MIDI Jadi Rp7,12 Miliar
http://pasarmodal.inilah.com/read/detail/1745002/pendapatan-naik-laba-midi-jadi-rp712-miliar
Pendapatan naik, laba bersih SMRA tumbuh 52% di semester I
http://investasi.kontan.co.id/v2/read/1311841085/74053/Pendapatan-naik-laba-bersih-SMRA-tumbuh-52-di-semester-I
LONDON (Dow Jones)--Monitise PLC (MONI.LN), a technology company delivering mobile banking, payments and commerce networks worldwide, said Thursday Monitise Asia Pacific plans to launch mobile banking, payments and commerce services in Indonesia via a new joint venture with PT Astra Graphia
Information Technology, or AGIT.
JAKARTA. Sahamm PT Semen Gresik (SMGR) anjlok dalam sore ini. Pada pukul 15.34, saham SMGR tercatat turun 4,5% menjadi Rp 9.550. Penurunan saham produsen semen ini terjadi seiring dirilisnya kinerja SMGR. Berdasarkan data di Keterbukaan Informasi BEI, laba bersih SMGR pada semester I 2011 naik 14,7% menjadi Rp 1,87 triliun. Sekadar informasi, laba bersih SMGR pada periode yang sama tahun lalu hanya sebesar Rp 1,63 triliun. Sementara itu, tingkat penjualan SMGR naik menjadi Rp 7,61 triliun dari posisi tahun lalu sebesar Rp 6,66 triliun.
REMINDER::: CIMB initiate coverage Salim Ivomas (SIMP) pada rating OUTPERFORM dengan target harga Rp1860 atau 9.6 PER vs sector average 13.7x PER. SIMP memiliki 3yr earning CAGR 26% dengan bisnis gula tebu. Target harga kami Rp1860 sekitar 14x PER, sejalan dengan Indofood Agri.
Rumor: Result INDF 1H2011 Net Profits jumps 132%. RX Upgrade INDF target price to Rp7,800.
PT SIMP is an undervalued CPO-related stock in Indonesia, trading at a forward
P/E of only 9.6x vs. the regional sector’s average P/E of 13.7x. This is unjustified in view of its large capitalisation among Indonesia-listed planters and a strong 3-year earnings CAGR of 26%. We believe the market has overlooked the group’s wellintegrated palm-oil business and potential earnings accretion from its sugar business. Our target price of Rp1,860 is based on 14x forward P/E, in line with the historical valuations of its parent Indofood Agri. Potential upside is 45% from current levels, with catalysts expected from increased brokers’ coverage of the stock, higherthan-expected production, better CPO, sugar & rubber prices and M&A possibilities.
VRNA melaporkan, laba bersih semester I naik 68% dibanding periode yang sama tahun lalu menjadi Rp 15,78 miliar.
Tunas Baru Lampung 1H Net Profit May Rise By 173% To IDR350 bln From IDR128 Bln; EPS IDR148; NOW TRADES AT 4.79X 2011 EARNINGS VS 14X INDUSTRIAL AVERAGE; TARGET IDR2,072 ON INDUSTRIAL P/E AVERAGE
Radian Intrensinco (RUIS) 1H Net Profit Rises By 80% to IDR11.9 Bln Vs IDR6.6 Bln - Source
BTEL rampungkan akuisisi perusahaan 4G di kuartal ketiga 2011
http://investasi.kontan.co.id/v2/read/1311831360/74027/BTEL-rampungkan-akuisisi-perusahaan-4G-di-kuartal-ketiga-2011
ADB: Semester I 2011, performa pasar saham Indonesia terbaik di Asia
http://investasi.kontan.co.id/v2/read/1311836523/74041/ADB-Semester-I-2011-performa-pasar-saham-Indonesia-terbaik-di-Asia
Laba bersih melambung 68%, saham VRNA catat rekor baru
http://investasi.kontan.co.id/v2/read/1311837155/74045/Laba-bersih-melambung-68-saham-VRNA-catat-rekor-baru
Dorab Mistry: CPO bisa jatuh ke level RM 2.800 pada September 2011
http://investasi.kontan.co.id/v2/read/1311837894/74048/Dorab-Mistry-CPO-bisa-jatuh-ke-level-RM-2.800-pada-September-2011
UNTR Dapat Andalkan Batubara Mulai 2013
http://pasarmodal.inilah.com/read/detail/1712412/untr-dapat-andalkan-batubara-mulai-2013
BSD Raup Penjualan Rp1,7 Triliun per Juli 2011
http://pasarmodal.inilah.com/read/detail/1743872/bsd-raup-penjualan-rp17-triliun-per-juli-2011
Sesi Dua, Cermati Saham Lapis Dua
http://pasarmodal.inilah.com/read/detail/1743972/sesi-dua-cermati-saham-lapis-dua
Bapepam Tunda Ijin IPO Visi Media & Minna Padi
http://pasarmodal.inilah.com/read/detail/1665802/bapepam-tunda-ijin-ipo-visi-media-minna-padi
1st session on JCI 28.07.11
@ 4,138.516 (-35.596pts) (-0.85%)
H: 4,172.248 ; L: 4,122.001
Value: 2.60 T (NG 291 B )
Volume: 2.68 B (NG 155 M )
Foreign Nett Buy: 17 B
5 most active stocks by value:
ASII @ 72,050 (-3.93%)
ADRO @ 2,650 (+1.92%)
KRAS @ 1,120 (-1.75%)
BBRI @ 6,800 (-1.45%)
BMRI @ 7,900 (-1.86%)
5 most active stocks by volume:
BNBR @ 72 (-1.37%)
KRAS @ 1,120 (-1.75%)
ENRG @ 250 (0.00%)
DEWA @ 122 (0.00%)
ELTY @ 168 (-1.75%)
5 most up:
GTBO @ 158 (+21.54%)
MTFN @ 465 (+19.23%)
DART @ 235 (+14.63%)
LAMI @ 255 (+10.87%)
IATA @ 55 (+10.00%)
5 most down:
KONI @ 230 (-16.36%)
GSMF @ 112 (-11.81%)
BAPA @ 168 (-7.69%)
YULE @ 67 (-6.94%)
DPNS @ 550 (-6.78%)
5 Leading Movers:
UNVR @ 15,500 (+2.23%)
ADRO @ 2,650 (+1.87%)
PNBN @ 950 (+1.39%)
CPIN @ 2,825 (+0.95%)
BNII @ 560 (+0.65%)
5 Lagging Movers:
ASII @ 72,050 (-13.9%)
BBCA @ 8,150 (-5.70%)
BMRI @ 7,900 (-4.05%)
BBRI @ 6,800 (-2.85%)
UNTR @ 27,050 (-2.83%)
Rgds, Nadya Isnaeni Data administrator Research Dept BNI Securities
Indonesia Stocks: Bakrie Sumatera, Bank Bukopin, Medco Energi
http://www.bloomberg.com/news/2011-07-28/indonesia-stocks-bakrie-sumatera-bank-bukopin-medco-energi.html
Ditekan Regional, IHSG Sesi I Berakhir Merah. net foreign buy Rp16,99 miliar.
http://pasarmodal.inilah.com/read/detail/1744012/ditekan-regional-ihsg-sesi-i-berakhir-merah
Koreksi Saham Blue Chip Pangkas IHSG 35 Poin
http://finance.detik.com/read/2011/07/28/120801/1691316/6/koreksi-saham-blue-chip-pangkas-ihsg-35-poin
BSD Raup Penjualan Rp1,7 Triliun per Juli 2011
http://pasarmodal.inilah.com/read/detail/1743872/bsd-raup-penjualan-rp17-triliun-per-juli-2011
Sesi Dua, Cermati Saham Lapis Dua
http://pasarmodal.inilah.com/read/detail/1743972/sesi-dua-cermati-saham-lapis-dua
Beban Penjualan Tinggi, Laba Astra Otoparts Tergerus 12%
http://finance.detik.com/read/2011/07/28/121450/1691324/6/beban-penjualan-tinggi-laba-astra-otoparts-tergerus-12
Bakrie & Brothers, Garuda, Jasa Marga: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-07-28/bakrie-brothers-garuda-jasa-marga-indonesia-equity-preview.html
JAKARTA (Dow Jones)--Indonesia's consumer price index for July is expected to rise by less than 1.0% from a month earlier, the head of the national statistics agency Rusman Heriawan told reporters Thursday. "Meanwhile, on-year inflation for July could be less than 5.0%," Heriawan said without elaborating. Indonesia's consumer price index rose 5.54% in June from a year earlier.
Laba Bersih Elnusa Naik 79,23%
http://pasarmodal.inilah.com/read/detail/1743412/laba-bersih-elnusa-naik-7923
Optimistis Raup Dana, 'Speculative Buy ' BNBR
http://pasarmodal.inilah.com/read/detail/1743632/optimistis-raup-dana-speculative-buy-bnbr
Laba Sesuai Estimasi, Buy Saham JSMR
http://pasarmodal.inilah.com/read/detail/1743602/laba-sesuai-estimasi-buy-saham-jsmr
Kinerja di Atas Estimasi, Hold UNTR
http://pasarmodal.inilah.com/read/detail/1743532/kinerja-di-atas-estimasi-hold-untr
Saham-saham 'Second Liner' Bakal Melemah Hari Ini
http://pasarmodal.inilah.com/read/detail/1743512/saham-saham-second-liner-bakal-melemah-hari-ini
Laba naik 51%, saham BBKP mencetak rekor tertinggi
http://investasi.kontan.co.id/v2/read/1311823973/74006/Laba-naik-51-saham-BBKP-mencetak-rekor-tertinggi
SDPC teken perjanjian distribusi obat dengan Nulab Pharmaceutical
http://investasi.kontan.co.id/v2/read/1311827825/74015/SDPC-teken-perjanjian-distribusi-obat-dengan-Nulab-Pharmaceutical-
Semester I, UNTR Catat Laba Rp2,54 T
http://economy.okezone.com/read/2011/07/28/278/485218/semester-i-untr-catat-laba-rp2-54-t
ALMI'S IDR70 PER SHARE DIVIDEND IS EQUAL WITH 4.9% YIELD. FIRST HALF NET PROFIT COULD RISE BY 270% TO IDR62 BILLION; ALMI NOW TRADES AT A 20% DISCOUNT TO ITA IDR1726 NAVs and IDR 1800 FAIR VALUE ON SIMPLE DCF. IT IS A BUY AT ANY LEVELS
CMNP.JK ----Capital increase without Preemptive Rights PT Citra Marga Nusaphala Persada Tbk (CMNP) at Rp1560
Prospek peringkat Indosat positif
http://www.bisnis.com/market/saham/33067-prospek-peringkat-indosat-positif
28 Juli Rups SONA, CKRA, FAST, Cum Dev PANR 1,07
29 Juli Rups Trub, Mitra International Resources
Bloomberg: Bank Bukopin Gains to Record After First-Half Net Income Rises
Kinerja gemilang, saham MBTO bermain lincah di area positif
http://investasi.kontan.co.id/v2/read/1311822971/74001/Kinerja-gemilang-saham-MBTO-bermain-lincah-di-area-positif
Beban bunga melonjak, saham INDS bergerak liar
http://investasi.kontan.co.id/v2/read/1311822481/73999/Beban-bunga-melonjak-saham-INDS-bergerak-liar
Semester pertama, gerai MAPI bertambah 77 unit
http://investasi.kontan.co.id/v2/read/1311820965/73992/Semester-pertama-gerai-MAPI-bertambah-77-unit
Sinarmas Land dan Gramedia Bangun Hall di BSD City
http://pasarmodal.inilah.com/read/detail/1743352/sinarmas-land-dan-gramedia-bangun-hall-di-bsd-city
POLY 1H NET PROFIT IDR820 BILLION VS IDR244.944 BILLION; UP 236%
REMINDER::: laba bersih bbkp 337.399 vs 223.796
Lapkeu rilis hari ini : SCMA lonjak 82% menjadi Rp383 miliar, AUTO turun 13% menjadi Rp525 miliar, EPMT naik tipis 13% menjadi Rp112 miliar, PJAA lonjak 58% menjadi Rp78 miliar, ELSA lonjak 77% menjadi Rp48 miliar, JSMR naik 16% Rp750 miliar, BBKP lonjak 50,8% menjadi Rp337 miliar, JPRS turun 23% menjadi Rp30 miliar,SMRA lonjak 53% menjadi Rp155 miliar, UNTR naik 34% menjadi Rp2,5 triliun
Bloomberg: Palm Oil Falls as Much as 0.6% to 3,110 Ringgit a Metric Ton
Bloomberg: Palm Oil Falls as Much as 0.6% to 3,110 Ringgit a Metric Ton
BLOOMBERG: *ADB: ASIA INFLATION SPURRED BY DEMAND, COMMODITIES, FUND FLOWS *ADB: CHINA GROWTH SUGGESTS TIGHTENING HAS YET TO IMPACT ECONOMY. *CHINA LIKELY TO KEEP TIGHTENING MONETARY POLICY. *ASIA FACES RISING PRICE PRESSURE EVEN AS GROWTH SLOWS. *ADB MAY CUT 7.9% GROWTH FORECAST FOR EMERGING EAST ASIA IN 2011
Bloomberg: Palm Oil May Drop to 2,800 Ringgit on Supplies, Mistry Says
Bloomberg: Franklin Favors Bonds of Korea, Indonesia on Currency Gains
Bloomberg: Astra Otoparts Receives 430 Billion Rupiah of Loans, Daily Says
Bloomberg: Bakrie May Raise $200-$300M for Infrastructure Projects: Daily
BLOOMBERG: *GARUDA INDONESIA'S FLIGHTS OPERATE NORMALLY, SPOKESMAN SAYS
Inilah Menu Saham Pilihan Kamis (28/7)
http://pasarmodal.inilah.com/read/detail/1742392/inilah-menu-saham-pilihan-kamis-287
Rekomendasi Saham
Bursa Global Berjatuhan, IHSG Terancam
http://finance.detik.com/read/2011/07/28/073759/1691004/6/bursa-global-berjatuhan-ihsg-terancam
Dibidik Saratoga, ELSA Bakal Diburu
http://pasarmodal.inilah.com/read/detail/1743032/dibidik-saratoga-elsa-bakal-diburu
BUMI dalam Tekanan, Profit Taking Saja!
http://pasarmodal.inilah.com/read/detail/1742242/bumi-dalam-tekanan-profit-taking-saja
BUMI Laporkan Kinerja Sem-I Terakhir 31 Agustus
http://pasarmodal.inilah.com/read/detail/1742302/bumi-laporkan-kinerja-sem-i-terakhir-31-agustus
Perkuat Sektor Properti, PTPP Akuisisi PT GSN
http://pasarmodal.inilah.com/read/detail/1742112/perkuat-sektor-properti-ptpp-akuisisi-pt-gsn
Kekhawatiran Utang Meningkat, Bursa Asia Terseret
http://pasarmodal.inilah.com/read/detail/1742972/kekhawatiran-utang-meningkat-bursa-asia-terseret
Pendapatan TOWR Kurangi Beban Keuangan
http://pasarmodal.inilah.com/read/detail/1742422/pendapatan-towr-kurangi-beban-keuangan
BNBR optimistis himpun US$ 300 juta
http://investasi.kontan.co.id/v2/read/1311819300/73986/BNBR-optimistis-himpun-US-300-juta
TBLA pakai kas internal untuk capex
http://investasi.kontan.co.id/v2/read/1311813218/73973/TBLA-pakai-kas-internal-untuk-capex
Pasar dilingkupi sentimen negatif, harga minyak ditransaksikan melorot
http://investasi.kontan.co.id/v2/read/1311812922/73972/Pasar-dilingkupi-sentimen-negatif-harga-minyak-ditransaksikan-melorot
ENRG ( New TP 360, by CC )
Inpex Corp has finally decided to sell 30% stake in the gas-rich Masela project to Shell. Although we have foreseen this would happen, we do not expect this to happen soon. Latest data showed that average acquisition price for upstream M&A was around US$1.0-2.0/boe, which is higher than the acquisition price of Masela by Energi Mega Persada (ENRG) US$0.3/boe. The inclusion of Shell in the project will not only improve project feasibility (i.e., Shell has strong financial capacity and upstream expertise), but also elevate ENRG’s value in Masela. Assuming acquisition price of US$1-2/boe and ENRG’s Masela acquisition price of Rp23.5/share, we estimate an upside in ENRG value by Rp73-147/share. Using the mid-price of US$1.5/boe, we arrived at our new TP of Rp360/share
Indonesia Loan Growth to Exceed Central Bank Forecast, BCA Says
2011-07-27 23:00:00.5 GMT
By Novrida Manurung
July 28 (Bloomberg) -- Indonesia’s loan growth will probably surpass the central bank’s estimate this year as low interest rates help drive demand in Southeast Asia’s biggest economy, the nation’s largest lender said. Commercial lending may rise as much as 25 percent, more than last year’s 23 percent growth and higher than Bank Indonesia’s 2011 estimate of 24 percent, as slowing consumer prices allow policy makers to hold borrowing costs at a near-record low, PT Bank Central Asia President Director Jahja Setiaatmadja said in his first interview since being named to the position in June.
Toll road operator PT Jasa Marga Tbk (JSMR) today reported a 16.05% increase in net profit for the first 6 months of this year on the back of higher operating revenue. The state-controlled toll road operator booked Rp751.58 billion net profit in 1H 2011 from Rp647.64 billion in 1H 2010.Operating profit increased 12.84% to Rp1.23 trillion from Rp1.09 trillion. However, the company's operating margin slightly increased to 52.12% from 51.90%. Jasa Marga's operating revenue grew 12.38% to Rp2.36 trillion from Rp2.10 trillion.
Property developer PT Jababeka Tbk (KIJA) is seeking US$310 million financing to underpin its business expansion and refinance debt this year. Jababeka President Director Setyono Djuandi Darmono, as quoted by Bisnis Indonesia today, said the financing is consisting of US$160 million for land acquisition, US$110 million to develop infrastructure facilities in industrial estate, Cikarang, and US$40 million to refinance debt to CIMB Niaga."We are exploring options of bond issuance, rights issue, and combination of both," he said. To develop infrastructure facilities, he said Jababeka needs financing to accomplish power plant of Bekasi Power and Cikarang Dry Port. The company is scouting 400 hectares of land acquisition.Jababeka has officially mandated PT Danareksa Sekuritas as financial adv
JAKARTA. Ternyata PT Krakatau Steel Tbk (KRAS) masih terus mencari pinjaman untuk membangun pabrik besi dengan tanur tinggi. Kali ini KRAS tengah menjajaki pinjaman dari institusi keuangan asal Eropa. Direktur Keuangan KRAS Sukandar menyebutkan, emiten ini sedang melakukan pembicaraan dengan beberapa bank asal Benua Biru. "Ya akhirnya kami juga lakukan pembicaraan dengan pihak lain, yaitu dari Eropa," kata dia, Senin (25/7). Selama ini KRAS sudah melakukan penjajakan untuk mendapat pinjaman dari sejumlah bank asal China. Sukandar menuturkan KRAS masih melakukan pembicaraan dengan beberapa bank asal Negeri Tembok Raksasa.
Stocks ended sharply lower Wednesday, following a Fed report that said pace of economic growth moderated in many districts and amid growing uncertainty over the ongoing debt talks in Washington.
Dow. 12302.55. -198.75.-1.59%
Nasdaq. 2764.79. -75.17. -2.65%
S&P 500. 1304.89. -27.05. -2.03%
FTSE. 5856.58. -73.15. -1.23%
Dax. 7252.68. -96.77. -1.32%
CAC40. 3734.07. -53.81. -1.42%. Oil. 97.24. -2.35. -2.36%
Gold. 1616.500. -2.800. -0.17%
Rupiah. 8490
Euro. 1.4376
TLKM. 34.76.+0.10+0.29%.Rp7378 ISAT. 31.92. -0.33 -1.02%. Rp5420
BumiPLC 1120.000 +25.000+2.283%
EIDO. 34.210. +0.100. +0.293%
Timah. 28600. +240. +0.85%. Nickel. 24300. +250. +1.04%
CPOSep3130RM+11RM+0.35%$1064
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