Monday, August 1, 2011

Laporan & Rumor Saham Indonesia 01-08 (Refresh)

Jual Rumah Mewah, Alam Sutera Raup Rp 146 Miliar dalam 2 Jam 
http://finance.detik.com/read/2011/08/01/170529/1694081/1016/jual-rumah-mewah-alam-sutera-raup-rp-146-miliar-dalam-2-jam?f9911023

Inilah Laba Bersih Emiten Pelayaran
http://pasarmodal.inilah.com/read/detail/1757042/inilah-laba-bersih-emiten-pelayaran

Inilah Daftar 'Top Foreign Sell' Senin (1/8)
http://pasarmodal.inilah.com/read/detail/1756802/inilah-daftar-top-foreign-sell-senin-18

Wow! Aset Investor Domestik Capai Rp1 Triliun
http://pasarmodal.inilah.com/read/detail/1756972/wow-aset-investor-domestik-capai-rp1-triliun

Saham ENRG Terbanyak Dibeli Asing Senin (1/8)
http://pasarmodal.inilah.com/read/detail/1757102/saham-enrg-terbanyak-dibeli-asing-senin-18

SSIA Revisi Target Pendapatan dan Laba 2011
http://pasarmodal.inilah.com/read/detail/1756792/ssia-revisi-target-pendapatan-dan-laba-2011

'Debt Ceiling' AS Naik, Rupiah Tedongkrak 40 Poin
http://pasarmodal.inilah.com/read/detail/1756822/debt-ceiling-as-naik-rupiah-tedongkrak-40-poin


Awal Puasa, IHSG Capai Rekor Baru. Net foreign buy sebesar Rp248 miliar
http://pasarmodal.inilah.com/read/detail/1756602/awal-puasa-ihsg-capai-rekor-baru

Cetak Rekor Baru, IHSG Makin Dekat ke 4.200 
http://finance.detik.com/read/2011/08/01/160700/1694013/6/cetak-rekor-baru-ihsg-makin-dekat-ke-4200

Kapitalisasi Pasar 25 Saham Unggulan Tembus Rp 2.327 Triliun 
http://finance.detik.com/read/2011/08/01/161615/1694037/6/kapitalisasi-pasar-25-saham-unggulan-tembus-rp-2327-triliun

Saham RMBA Catatkan Saham Teraktif Senin (1/8)
http://pasarmodal.inilah.com/read/detail/1756692/saham-rmba-catatkan-saham-teraktif-senin-18

Anak Usaha MIRA Tambah Modal di SOM
http://pasarmodal.inilah.com/read/detail/1756362/anak-usaha-mira-tambah-modal-di-som

Medco Teken PSC CDM Blok Lematang
http://pasarmodal.inilah.com/read/detail/1756152/medco-teken-psc-cdm-blok-lematang

Inilah Pencatat Kapitalisasi Saham Terbesar!
http://pasarmodal.inilah.com/read/detail/1756112/inilah-pencatat-kapitalisasi-saham-terbesar

Laba Bersih JAWA Tumbuh 121% 
http://finance.detik.com/read/2011/08/01/142436/1693837/6/laba-bersih-jawa-tumbuh-121

Pertumbuhan Industri Otomotif dan Kertas Paling Pesat 
http://finance.detik.com/read/2011/08/01/163957/1694056/1036/pertumbuhan-industri-otomotif-dan-kertas-paling-pesat

CIMB-GK naikkan proyeksi, saham TLKM reli ke level tertinggi tujuh pekan
http://investasi.kontan.co.id/v2/read/1312187310/74287/CIMB-GK-naikkan-proyeksi-saham-TLKM-reli-ke-level-tertinggi-tujuh-pekan

JAKARTA. PT Bakrieland Development Tbk (ELTY) siap meluncurkan Nirwana
Bali Golf Suites di kawasan Nirwana Bali Resort, Tanah Lot Bali. Suites yang
baru akan diluncurkan secara resmi pada Oktober 2011 itu menargetkan penjualan tahun ini mencapai 30% dari total unit yang tersedia.


Indonesia Stocks: Agung Podomoro, Astra, Bank Rakyat, Mandiri
http://www.bloomberg.com/news/2011-08-01/indonesia-stocks-aneka-tambang-astra-international-nickel.html


Agenda
01 Agustus  Cum dev MFIN  30, Inflation Report

Inflasi dan Kondisi AS Angkat IHSG Sesi I
http://pasarmodal.inilah.com/read/detail/1755252/inflasi-dan-kondisi-as-angkat-ihsg-sesi-i

Laba Bagus, Buy Saham INCO
http://pasarmodal.inilah.com/read/detail/1754922/laba-bagus-buy-saham-inco

Pendapatan Rp1,9 M, Laba INDY Capai Rp564,5 Jt
http://pasarmodal.inilah.com/read/detail/1750162/pendapatan-rp19-m-laba-indy-capai-rp5645-jt

Meski Terkoreksi, ASII Masih Menyimpan Potensi
http://pasarmodal.inilah.com/read/detail/1748152/meski-terkoreksi-asii-masih-menyimpan-potensi

Laba BTON Terkerek 24,17%
http://pasarmodal.inilah.com/read/detail/1755172/laba-bton-terkerek-2417

Naik35%, Lippo Karawaci Raup Laba Rp298 Miliar
http://pasarmodal.inilah.com/read/detail/1755102/naik35-lippo-karawaci-raup-laba-rp298-miliar

Pilih Saham Bernuansa Puasa
http://pasarmodal.inilah.com/read/detail/1755192/pilih-saham-bernuansa-puasa

Beras, Uang Sekolah dan Emas Dorong Inflasi Juli 0,67% 
http://finance.detik.com/read/2011/08/01/112040/1693610/4/beras-uang-sekolah-dan-emas-dorong-inflasi-juli-067

Nilai Ekspor RI Capai US$ 98,64 Miliar di Semester I-2011 
http://finance.detik.com/read/2011/08/01/122207/1693662/4/nilai-ekspor-ri-capai-us--9864-miliar-di-semester-i-2011

Laba Bank Kinclong Didorong Pendapatan Komisi 
http://finance.detik.com/read/2011/08/01/115115/1693634/5/laba-bank-kinclong-didorong-pendapatan-komisi

70% Saham Salim Ivomas Dilego Rp 12,5 Triliun 
http://finance.detik.com/read/2011/08/01/131910/1693716/6/70-saham-salim-ivomas-dilego-rp-125-triliun

Sentimen positif AS picu rebound harga CPO
http://investasi.kontan.co.id/v2/read/1312173158/74252/Sentimen-positif-AS-picu-rebound-harga-CPO

TBIG akan rampungkan akuisisi Infratel di kuartal ketiga
http://investasi.kontan.co.id/v2/read/1312182999/74275/TBIG-akan-rampungkan-akuisisi-Infratel-di-kuartal-ketiga

REMINDER::: EKAD: asing akan mengincar kepemilikan EKAD melalui , private placement 


UNIC laba bersih semester I 2011 naik 386,3%

ALMI BUY AT ANY LEVELS

REMINDER: ALMI TO GIVE IDR70/SHARE DIVIDEND AUGUST12; YIELD: 5.1% OR THE BIGGEST YIELD AMONG SHARES OF LISTED COMPANIES IN INDONESIA

ALMI 1H NET PROFIT +123% TO IDR45 BILLION; NOW TRADES AT A P/E RATIO OF ONLY 3.8X 2011 EARNINGS; PAR VALUE BASED ON ASIAN INDUSTRIAL P/E RATIO AVERAGE OF 12X IS AT IDR4,000. ALMI ALSO PLANS TO GIVE IDR70/SHARE DIVIDEND; CUM: AUGUST 12; IT IS A BUY AT ANY LEVELS.


BLOOMBERG: *INDONESIA'S JULY CONSUMER PRICES RISE 0.67% FROM MONTH AGO. *INDONESIA'S JULY CONSUMER PRICES RISE 4.61% FROM YEAR EARLIER

21 Saham Baru Masuk Indeks Pefindo25
http://pasarmodal.inilah.com/read/detail/1754782/21-saham-baru-masuk-indeks-pefindo25

Bloomberg: Agung Podomoro Rises to Near Seven-Month High as Profit Jumps

Laba bersih anjlok, saham DOID tumbang ke level terendah 10 bulan
http://investasi.kontan.co.id/v2/read/1312169955/74245/Laba-bersih-anjlok-saham-DOID-tumbang-ke-level-terendah-10-bulan

Laba bertumbuh, saham INCO reli terbesar dalam dua pekan
http://investasi.kontan.co.id/v2/read/1312169142/74242/Laba-bertumbuh-saham-INCO-reli-terbesar-dalam-dua-pekan

Tower Bersama Bukukan Pendapatan Rp440,5 Miliar
http://pasarmodal.inilah.com/read/detail/1754602/tower-bersama-bukukan-pendapatan-rp4405-miliar

Akuisisi Tol, Hold Saham ASII
http://pasarmodal.inilah.com/read/detail/1754702/akuisisi-tol-hold-saham-asii

DOID Direkomendasikan 'Buy'
http://pasarmodal.inilah.com/read/detail/1754762/doid-direkomendasikan-buy


Bloomberg: International Nickel Gains Most in Two Weeks After Profit Rises

Bloomberg: Telkom Indonesia Raised to 'Neutral' at CIMB

Bloomberg: Palm Oil Gains as Much as 0.8% to 3,120 Ringgit a Metric Ton

AS Berencana Pangkas Anggaran Hingga US$ 2,5 Triliun 
http://finance.detik.com/read/2011/08/01/095629/1693500/4/as-berencana-pangkas-anggaran-hingga-us--25-triliun

Rights Issue Saham Sentul di Harga Rp117/Saham
http://pasarmodal.inilah.com/read/detail/1754452/rights-issue-saham-sentul-di-harga-rp117saham

IHSG Berpeluang Koreksi Sepekan Penuh
http://pasarmodal.inilah.com/read/detail/1753292/ihsg-berpeluang-koreksi-sepekan-penuh

Just reminder : new LQ45 stock periode 1 agst 2011 - 1 feb 2012 : BORN, HRUM, KRAS, ICBP, EXCL

PT Dian Swastatika Sentosa Tbk (DSSA), a parent company of coal miner PT Golden Energy Mines that is controlled by Fuganti Widjaja, son of Sinarmas family's Indra Widjaja, reported a 613.03% surge in earning for the first half of this year. DSSA booked US$26.81 million earning in 1H 2011 from US$3.76 million in 1H 2010. Operating profit skyrocketed 307.68% to US$40.85 million from US$10.02 million. Gross profit jumped 173.24% to US$69.43 million from US$25.41 million. Dian Swastatika booked a 46.04% increase in revenue to US$263.55 million from US$180.47 million. The largest contributor for the company's consolidated revenue was coal mining and trading at US$143.72 million. Dian Swastatika has several subsidiaries focusing on coal mining such as PT Borneo Indobara,

Recommendation and valuation
Assuming 20-25% loan growth, BJBR would be on target to achieve our 17% CAGR earnings forecasts in 2011-12.  This combined with high payout ratio of 65% in 2011, BJBR remains attractive in our view. Thus, using 2012 valuation, we adjust our target price (TP) to IDR1,500, translating to 2012 implied P/BV of 2.4x.  With 21% upside potential to our TP, we reiterate BUY.  (Bahana - DX)

BLOOMBERG: *FUTABA INDUSTRIAL TO INVEST 1.5 BLN YEN IN INDONESIA    *FUTABA INDUSTRIAL TO INVEST 1.5 BLN YEN IN INDONESIA.

Bloomberg: Kalbe Farma Raised to Buy vs Hold at UOB Kay Hian

Bloomberg: Bank Central Asia Cut to Hold vs Buy at UOB Kay Hian

Bloomberg: BNP's Thio Favors Singapore Dollar, Rupiah, Ringgit, Won

Bloomberg: Astra to Acquire Indonesian Toll-Road Company, Daily Reports

IHSG Terkoreksi, Beberapa Saham Masih Menarik

Inilah Saham Pilihan Senin (1/8)

Rekomendasi Saham
IHSG Terdorong Kabar Positif Penyelesaian Utang AS 

Awal Pekan, IHSG Diprediksi Enggan Keluar dari Zona Merah

Optimisme Utang Bawa Bursa Asia Naik

British Tobacco Suntik Dana, RMBA Menuju Rp 1500

Diburu Fund Manager, BLTA Berpotensi Menuju Rp500

Pejabat Bapepam Terseret Skandal Askrindo-Elnusa

Laba Bersih INCO Naik 8,84%

Laba Bersih RALS Naik 50,64%

Laba Bersih DOID Turun Jadi Rp17,84Miliar

BIPI Catatkan Pendapatan Naik 15,56%

FAST Berencana Terbitkan Obligasi Rp200M

Dolar AS Naik Pasca Kesepakatan Utang Tercapai

Penjualan 2 Superblok Dongkrak Laba Agung Podomoro Hingga 105% 

Nusantara Infrastruktur Merugi Rp 25,57 Miliar 

Rugi Surat Berharga Rp 183,91 Miliar, Keuangan Danareksa 'Bolong'

Ciputra kebut pembangunan superblok kedua akhir tahun ini

Intiland menargetkan bangun 10 hotel bujet tahun ini

Rapor tiga penjamin IPO Garuda jeblok

Laba bersih SKYB melonjak 462% di semester I

Semester I, EBITDA ENRG meningkat 183%

Kuasi GIAA selesai di 2012

GZCO terbantu kenaikan harga jual

A difficult week on Wall Street came to a dismal end, with storm clouds of another recession and a crippling debt crisis circling overhead and dampening investor appetite for risk.

Dow.      12143.24.  -96.87.  -0.79%
Nasdaq.  2756.38.  -9.87.    -0.36%
S&P 500. 1292.28.  -8.39.    -0.64%
FTSE.      5815.19. -58.02.  -0.99%
Dax.        7158.77.  -31.29.  -0.44%
CAC40.    3672.77.  -39.89.  -1.07%.  Oil.            95.70.  -1.74.    -1.79%
Gold.      1631.200+15.200+0.93%
Rupiah.  8480
Euro.      1.4398

TLKM.  34.90.+0.51+1.48%. Rp7399  ISAT.    32.52 +0.74+2.33%. Rp5515
BumiPLC 1120.000 -28.000. -2.439%

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