Wednesday, August 10, 2011

Laporan & Rumor Saham Indonesia 10-08 (Refresh)

Buntuti Bursa Regional, IHSG Rebound 128 Poin
http://finance.detik.com/read/2011/08/10/161115/1700937/6/buntuti-bursa-regional-ihsg-rebound-128-poin

Masih sumringah, indeks ditutup dengan lonjakan 3,44%
http://investasi.kontan.co.id/v2/read/1312967286/75111/Masih-sumringah-indeks-ditutup-dengan-lonjakan-344

IHSG Paling Tahan Krisis di Asia
http://finance.detik.com/read/2011/08/10/214233/1701105/6/ihsg-paling-tahan-krisis-di-asia

Nah Lho!.. Wall Street Dibuka Negatif
http://pasarmodal.inilah.com/read/detail/1763988/nah-lho-wall-street-dibuka-negatif

PermataBank Incar 2 Perusahaan Invoice Financing
http://pasarmodal.inilah.com/read/detail/1763954/permatabank-incar-2-perusahaan-invoice-financing

Inilah Daftar 'Top Foreign Buy' Rabu (10/8)
http://pasarmodal.inilah.com/read/detail/1763945/inilah-daftar-top-foreign-buy-rabu-108

Inilah Daftar 'Top Foreign Sell' Rabu (10/8)
http://pasarmodal.inilah.com/read/detail/1763923/inilah-daftar-top-foreign-sell-rabu-108

BEI Catat Rata-Rata Transaksi Harian Naik 21,42%
http://pasarmodal.inilah.com/read/detail/1763938/bei-catat-rata-rata-transaksi-harian-naik-2142

Euforia The Fed, Rupiah Rebound 37 Poin
http://pasarmodal.inilah.com/read/detail/1763924/euforia-the-fed-rupiah-rebound-37-poin

Ini Dia 5 BUMN Pencetak Laba Terbesar
http://finance.detik.com/read/2011/08/10/182821/1701011/4/ini-dia-5-bumn-pencetak-laba-terbesar

Laba Bersih BUMN Melonjak 39% Jadi Rp 69,36 Triliun 
http://finance.detik.com/read/2011/08/10/170804/1700983/4/laba-bersih-bumn-melonjak-39-jadi-rp-6936-triliun

Kebijakan The Fed Bikin RI Kebanjiran Dana Asing 
http://finance.detik.com/read/2011/08/10/151919/1700884/5/kebijakan-the-fed-bikin-ri-kebanjiran-dana-asing

Capex INTP sudah capai 30% dari target 2011
http://investasi.kontan.co.id/v2/read/1312988019/75128/Capex-INTP-sudah-capai-30-dari-target-2011


Kapitalisasi perusahaan BUMN di bursa capai 25,93%
http://investasi.kontan.co.id/v2/read/1312980914/75121/Kapitalisasi-perusahaan-BUMN-di-bursa-capai-2593

Emisi dan transaksi obligasi terus meningkat di 2011
http://investasi.kontan.co.id/v2/read/1312985152/75125/Emisi-dan-transaksi-obligasi-terus-meningkat-di-2011

Kemungkinan quantitative easing 3 membahayakan ekonomi Asia
http://investasi.kontan.co.id/v2/read/1312966765/75109/Kemungkinan-quantitative-easing-3-membahayakan-ekonomi-Asia


*DJ Bank Indonesia Governor: Capital Inflow To Remain Strong

INILAH.COM, Jakarta - Menteri Keuangan Agus Martawardojo mengatakan, untuk mewaspadai valuasi saham pada sektor properti karena harganya sudah cukup tinggi.Menkeu meminta pada semua pihak untuk tidak terlalu panik atas kondisi ekonomi global yang masih rentan akibat imbas krisis utang AS dan Eropa."Kalau dilihat ada koreksi, misal di pasar modal ada koreksi, mungkin terkait valuation dari ekuitas atau saham-saham, price to earning atau price to book-nya sudah tinggi ada sedikit koreksi," ujar Menkeu di Gedung Bank Indonesia, Rabu (10/8).

JAKARTA (Dow Jones)--Tin producer PT Timah (TINS.JK) plans to build a tin  chemical plant in Bangka and Belitung islands at a cost of around IDR1  trillion ($117 million) next year, a company spokesman told reporters  Wednesday.

Aug. 10 (Bloomberg) -- Temasek Holdings Pte., Singapore’sstate-owned investment company, is considering selling its stakein Indonesia’s PT Chandra Asri Petrochemical, five people withknowledge of the matter said.    Thailand’s Siam Cement Pcl and PTT Chemical Pcl are amongcompanies that have expressed interest in buying Temasek’s 22.9percent holding, said the people, who declined to be identifiedbecause the talks are private. The stake is valued at about 2.2trillion rupiah ($253 million) based on Chandra Asri’s marketcapitalization, data compiled by Bloomberg show.

Bloomberg: Bank Indonesia Says Will Sell Dollars by Buying Government Bonds.     Capital Inflow Into Indonesia to Continue on Fed Move

Bloomberg: Asian Officials See ‘Hot Money’ Risks Reviving on Fed Policy

Menkeu: Awas! Saham Properti sudah Cukup Tinggi
http://pasarmodal.inilah.com/read/detail/1763849/menkeu-awas-saham-properti-sudah-cukup-tinggi


Ikuti Regional, IHSG Sesi 1 Ditutup Melesat 2,12%
http://pasarmodal.inilah.com/read/detail/1763757/ikuti-regional-ihsg-sesi-1-ditutup-melesat-212

TBIG Akuisisi Saham MSI Senilai Rp200 M
http://pasarmodal.inilah.com/read/detail/1763834/tbig-akuisisi-saham-msi-senilai-rp200-m

Janji Fed Picu Bursa Saham Eropa Menghijau
http://pasarmodal.inilah.com/read/detail/1763830/janji-fed-picu-bursa-saham-eropa-menghijau

Gejolak Obligasi Dinilai Tak Mengkhawatirkan
http://pasarmodal.inilah.com/read/detail/1763823/gejolak-obligasi-dinilai-tak-mengkhawatirkan

Juli, TINS Miliki Cadangan hingga 8.434 Ton
http://pasarmodal.inilah.com/read/detail/1763815/juli-tins-miliki-cadangan-hingga-8434-ton


BEI Rayakan 34 Tahun Kembali Aktif Beroperasi
http://pasarmodal.inilah.com/read/detail/1763720/bei-rayakan-34-tahun-kembali-aktif-beroperasi

Analis: Pekan ini, harga emas bisa sentuh US$ 1.800 per troy ounce
http://investasi.kontan.co.id/v2/read/1312947760/75074/Analis-Pekan-ini-harga-emas-bisa-sentuh-US-1.800-per-troy-ounce

BLTA genggam pinjaman US$ 685 juta dari enam bank asing
http://investasi.kontan.co.id/v2/read/1312949162/75076/BLTA-genggam-pinjaman-US-685-juta-dari-enam-bank-asing

JPMorgan naikkan rekomendasi, saham PGAS melonjak ke level tertinggi 8 bulan
http://investasi.kontan.co.id/v2/read/1312949565/75078/JPMorgan-naikkan-rekomendasi-saham-PGAS-melonjak-ke-level-tertinggi-8-bulan

Indika Energy Dapat Kontrak US$ 746 Juta dari Mobil Cepu 
http://finance.detik.com/read/2011/08/10/131905/1700748/6/indika-energy-dapat-kontrak-us--746-juta-dari-mobil-cepu


Berniat terbitkan obligasi, saham ANTM menari lincah
http://investasi.kontan.co.id/v2/read/1312945328/75067/Berniat-terbitkan-obligasi-saham-ANTM-menari-lincah-

Saham BBCA melonjak 1,27% seiring rencana penerbitan obligasi
http://investasi.kontan.co.id/v2/read/1312945509/75068/Saham-BBCA-melonjak-127-seiring-rencana-penerbitan-obligasi

Indeks rebound, siapa saja bluechips yang paling diburu pagi ini?
http://investasi.kontan.co.id/v2/read/1312944956/75064/Indeks-rebound-siapa-saja-bluechips-yang-paling-diburu-pagi-ini
 

Akuisisi 3 Tambang Baru, 'Buy' Saham Adaro
http://pasarmodal.inilah.com/read/detail/1763703/akuisisi-3-tambang-baru-buy-saham-adaro

Laba Bersih BLTA Turun 50% pada Q1 2011
http://pasarmodal.inilah.com/read/detail/1763705/laba-bersih-blta-turun-50-pada-q1-2011


Bloomberg: Gas Negara Gains Most in Eight Months as JPMorgan Raises Rating

Bloomberg: Aneka Tambang Gains Most in Seven Months After Bond Sale Report

Bank Central Asia, Intraco, Jababeka: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-08-10/bank-central-asia-intraco-jababeka-indonesia-equity-preview.html

South Korea's Hankook Tire confirmed today that that it was seeking to buy Indonesia's tire maker PT Multistrada Arah Sarana Tbk. However nothing has been finalised, Hankook Tire said in a regulatory filing, following a local media report that Hankook, TPG and Yokyohama Tire were shortlisted for final bids for a controlling stake in the Indonesian tyre maker worth around US$210 million. Two executives familiar with the matter said Multistrada is now helped by Hongkong amd Shanghai Banking Corporation (HSBC) as financial adviser."The floor price for 40% shareholding in Multistrada is set at Rp600 per share," the sources said.Even Goh, Head of Investor Relations at Multistrada, said there is no such bidding process to sell Multistrada. "Where did you hear about the information? So far, there

Sales commentary: BMRI is one of our top picks in the sector, the other being Bank BNI (BBNI, O, PT Rp5,250), amid its strong CASA and low LDR. From the news we see BMRI is aggressively strengthening its CASA franchise. Note that BMRI credit growth stood at 27% in 1H11, above the sector’s rate at 23%. We are a buyer of BMRI – intermediate support level is seen at Rp6,700/share in this current market correction.11


Rebound, IHSG Rabu (10/8) Dibuka Naik 2,12%
http://pasarmodal.inilah.com/read/detail/1763701/rebound-ihsg-rabu-108-dibuka-naik-212

Inilah Beberapa Saham Pendorong IHSG Hari Ini
http://pasarmodal.inilah.com/read/detail/1763698/inilah-beberapa-saham-pendorong-ihsg-hari-ini


Agenda 10 Agustus  Rups CMNP

Bloomberg; Sarulla Consortium Hires Banks for $410 Million Geothermal Loan

Bloomberg; Aneka Tambang Plans to Issue $350 Million of Bonds, Kontan Says

Bloomberg; Intraco Penta’s 2011 Profit May Rise 88%, Investor Daily Reports

Bloomberg: Jababeka Plans 1.5 Trillion Rupiah Rights Offer, Bisnis Reports

Bloomberg: Mandiri, Rakyat Rated Buys in Daiwa’s Indonesia Bank Coverage

Bloomberg: BCA Finance May Sell 1 Trillion Rupiah of Bonds, Bisnis Reports

Bloomberg: *BERLIAN LAJU TANKER FIRST-QUARTER NET $12.4 MLN :BLTA SP

Bloomberg: Perusahaan Gas Negara Raised to 'Neutral' at JPMorgan

Inilah Menu Saham Pilihan Rabu (10/8)
http://pasarmodal.inilah.com/read/detail/1763583/inilah-menu-saham-pilihan-rabu-108

Inilah Saham-saham Potensial Upside 10%
http://pasarmodal.inilah.com/read/detail/1763596/inilah-saham-saham-potensial-upside-10

Inilah Daftar 'Top Foreign Buy' Selasa (9/8)
http://pasarmodal.inilah.com/read/detail/1763526/inilah-daftar-top-foreign-buy-selasa-98

Saham ARNA Berpotensi Tembus Rp500
http://pasarmodal.inilah.com/read/detail/1763682/saham-arna-berpotensi-tembus-rp500

Saham Asia Melonjak, Ikuti Reli Wall Street
http://pasarmodal.inilah.com/read/detail/1763676/saham-asia-melonjak-ikuti-reli-wall-street

Kalbe Farma akan Bangun Pabrik Obat Bebas di 2012
http://pasarmodal.inilah.com/read/detail/1763650/kalbe-farma-akan-bangun-pabrik-obat-bebas-di-2012

Akumulasi Saham Tanpa 'Full Power'
http://pasarmodal.inilah.com/read/detail/1763602/akumulasi-saham-tanpa-full-power

ELTY harus Percepat Proyek Rasuna Epicentrum
http://pasarmodal.inilah.com/read/detail/1763600/elty-harus-percepat-proyek-rasuna-epicentrum

Lelang Obligasi AS, Rupiah Cenderung Menguat
http://pasarmodal.inilah.com/read/detail/1763552/lelang-obligasi-as-rupiah-cenderung-menguat


Rekomendasi Saham
Wall Street Melonjak, IHSG Siap Mengekor 
http://finance.detik.com/read/2011/08/10/071855/1700450/6/wall-street-melonjak-ihsg-siap-mengekor

Adaro Segera Tuntaskan Akuisisi 3 Tambang Baru 
http://finance.detik.com/read/2011/08/10/082918/1700475/6/adaro-segera-tuntaskan-akuisisi-3-tambang-baru

Prospek saham ASII di saat bursa guncang
http://investasi.kontan.co.id/v2/read/1312941481/75050/Prospek-saham-ASII-di-saat-bursa-guncang

KLBF akan bangun pabrik obat bebas
http://investasi.kontan.co.id/v2/read/1312940383/75049/KLBF-akan-bangun-pabrik-obat-bebas

Pasar oversold, saatnya berburu saham blue chip
http://investasi.kontan.co.id/v2/read/1312939428/75046/Pasar-oversold-saatnya-berburu-saham-blue-chip

Harga minyak rebound dari level terendah sepuluh bulan di New York
http://investasi.kontan.co.id/v2/read/1312936481/75039/Harga-minyak-rebound-dari-level-terendah-sepuluh-bulan-di-New-York

Bearish jika indeks di bawah 3.500
http://investasi.kontan.co.id/v2/read/1312934926/75037/Bearish-jika-indeks-di-bawah-3.500

Kalbe Farma Rencanakan Buka Pabrik di Vietnam
http://economy.okezone.com/read/2011/08/10/278/490194/kalbe-farma-rencanakan-buka-pabrik-di-vietnam

Incar Pyridam Farma, KLBF Siapkan Rp1 Triliun
http://economy.okezone.com/read/2011/08/10/278/490192/incar-pyridam-farma-klbf-siapkan-rp1-triliun

IHSG Siap Menguat Didorong Saham Bluechip
http://economy.okezone.com/read/2011/08/10/278/490183/ihsg-siap-menguat-didorong-saham-bluechip

Trades of the Day...Fundamentally:CIMB tidak terkejut dengan keputusan FOMC mempertahankan bunga rendah, bahkan hingga mid 2013 karena khawatir akan kembali terjadi resesi dan double-dip. Meskipun Fed tidak dengan jelas mengatakan akan memberikan QE3, sepertinya mereka wait-and-see. Voting FOMC kemarin 7-3 untuk status quo.CIMB menurunkan rating Perusahaan Gas Negara (PGAS) dari neutral menjadi TRADING SELL dengan target harga Rp2825 (dari Rp3800) meskipun mempertahankan forecast kami. Kami tidak melihat katalis jangka pendek sementara projek terminal LNG masih lama. Setelah conference call kemarin, kami melihat short-term weakness akan berlanjut sementara masalah harga pembelian gas masih belum jelas.BI mempertahankan BI rate pada 6.75% kemarin, dan melihat penurunan rating

Stocks saw its biggest one-day gain since May 2010 Tuesday after a wild market session as investors snapped up beaten-down stocks and following a Fed statement to keep interest rates near zero for at least two more years.The CBOE Volatility Index, widely considered the best gauge of fear in the market, plunged 25 percent.The rebound comes after stocks sold off sharply in the previous session to log the worst day since the credit crisis in 2008 following S&P's downgrade of U.S.'s credit rating last week. Volume was heavy again with the consolidated tape of the NYSE at 8.55 billion shares, while 2.41 billion shares changed hands on the floor.

European shares ended broadly higher on Tuesday, halting a 20 percent dive over 2-1/2 weeks as traders started rummaging around for bargains, with hopes the U.S. Federal Reserve will hint at a plan to revive the economy.
Dow.      11239.72. +429.92+3.98%
Nasdaq.  2482.52. +124.83+5.29%
S&P 500. 1172.53.  +53.07.+4.74%
FTSE.      5164.92.  +95.97 +1.89%
Dax.        5917.08.  -6.19.    -0.10%
CAC40.    3176.19.  +51.00. +1.63%. 
Oil.            79.20.    -2.01.    -2.47%
Gold.      1740.600+27.400. +1.60%
Rupiah.  8560

TLKM.  33.92.+0.93+2.82%Rp7259 
ISAT.    30.27 -0.36. -1.18%.Rp5182
BumiPLC. 877.500 -67.000. -7.094%
EIDO.        30.970. +1.560.  +5.304%
Timah.      22650.  +0.        +0%. 
Nickel.      21150.  +235.    +1.10%
CPOOct2920RM-74RM-2.47%$975
Corn.          688.500+2.500.+0.36%
SoybeanOil.53.620. -0.820.  -1.51%
Wheat.      703.750.+9.000.+1.30%
Coal5 Agt 120.26 vs.120.40(22 Jul)

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