Kepercayaan Pulih, IHSG Berlari ke Zona Hijau. net foreign sell Rp688,56 miliar.
http://pasarmodal.inilah.com/read/detail/1764271/kepercayaan-pulih-ihsg-berlari-ke-zona-hijau
Hampir Seharian Melemah, IHSG Ditutup Naik 5 Poin
http://finance.detik.com/read/2011/08/11/161125/1701702/6/hampir-seharian-melemah-ihsg-ditutup-naik-5-poin
BEI Tunjuk Konsultan Asal AS Bentuk Lembaga Perlindungan Investor
http://finance.detik.com/read/2011/08/11/150228/1701626/6/bei-tunjuk-konsultan-asal-as-bentuk-lembaga-perlindungan-investor
Masuk UMA, BEI Awasi Saham ERTX
http://pasarmodal.inilah.com/read/detail/1764264/masuk-uma-bei-awasi-saham-ertx
Selective Buying, IHSG Ditutup Naik Tipis
http://pasarmodal.inilah.com/read/detail/1764267/selective-buying-ihsg-ditutup-naik-tipis
Delapan sektor topang IHSG di jalur hijau
http://investasi.kontan.co.id/v2/read/1313054683/75207/Delapan-sektor-topang-IHSG-di-jalur-hijau
Indeks saham emerging market bergerak sangat voletile
http://investasi.kontan.co.id/v2/read/1313052042/75203/Indeks-saham-emerging-market-bergerak-sangat-volatile
Pemerintah Simpan Dana 'Nganggur' Rp 200 Triliun
http://finance.detik.com/read/2011/08/11/163754/1701717/4/pemerintah-simpan-dana-nganggur-rp-200-triliun
*DJ Banpu: Coal Production Target In Australia At 20 Mln Tons By 2015
*DJ Banpu: Coal Production Target In Indonesia At 30 Mln Tons By 2015
REMINDER:::: Target Price GGRM fr CIMB 56.500
BNBR TARGET PRICE 160 AFTER QUASI DUE TO ITS STATUS AS LARGE DIVERIFIED HOLDING COMPANY AND VALLAR-RELATED PARTNER
BNBR POSITIF AND CONFIRMED SENT LETTER FOR QUASI
ENRG : NPRI(non preemptive right issue) 230- 240
Bloomberg: Timah Gains for Second Day After First-Half Net Income Doubles
Bloomberg: World Bank’s IFC to Invest $500 Million in Indonesia This Year
Laba Megapolitan Development Melorot 67%
http://economy.okezone.com/read/2011/08/11/278/490826/laba-megapolitan-development-melorot-67
Bursa Optimistis Target 25 Emiten Baru Tercapai
http://economy.okezone.com/read/2011/08/11/278/490651/bursa-optimistis-target-25-emiten-baru-tercapai
Indomobil Finance Raih Pinjaman Sindikasi USD75 Juta
http://economy.okezone.com/read/2011/08/11/278/490806/indomobil-finance-raih-pinjaman-sindikasi-usd75-juta
BEI Terus Pantau Perkembangan Saham Global
http://pasarmodal.inilah.com/read/detail/1764233/bei-terus-pantau-perkembangan-saham-global
Hore! Oversold, Bursa Eropa Rebound
http://pasarmodal.inilah.com/read/detail/1764239/hore-oversold-bursa-eropa-rebound
Gedung Terbakar, Operasional ADMF Tetap Normal
http://pasarmodal.inilah.com/read/detail/1764202/gedung-terbakar-operasional-admf-tetap-normal
ENRG : NPRI(non preemptive right issue) 230- 240
REMINDER:::: 12 Agustus Rups Alakasa Industri, ALMI DIVIDEND, RP 70 CUM
REMINDER::: Lippo Cikarang (LPCK.IJ, BUY) – Hidden jewel We are reinitiating coverage on Lippo Cikarang with a BUY recommendation and a target price Rp2,400, which offers 105% upside potential. A well-known industrial estate developer in eastern Jakarta, the company is the main beneficiary of the rising inflow of foreign direct investment in Indonesia. Low valuation multiples, a deep discount to NAV, and strong land sales in a mid-cycle industrial estate boom have strengthened our conviction about the stock. Analyst Ricardo Silaen, CFA rsilaen@kimeng.co.id
1st session on JCI 11.08.11
@ 3,831.829 (-31.747pts) (+0.822%)
H: 3,863.392 ; L: 3,803.252
Value: 3.03 T (NG 303 B )
Volume: 2.75 B (NG 128 M )
Foreign Nett Sell: 306 T
5 most active stocks by value:
BMRI @ 7,250 (-3.33%)
ASII @ 67,050 (-1.11%)
BUMI @ 2,675 (-0.93%)
TLKM @ 7,350 (+3.52%)
BMRI @ 6,450 (-1.53%)
5 most active stocks by volume:
ENRG @ 196 (0.00%)
KIJA @ 180 (+4.05%)
DEWA @ 97 (-2.02%)
ELTY @ 146 (-1.35%)
LPKR @ 780 (+2.63%)
5 most up:
AKKU @ 185 (+27.59%)
PLIN @ 2,300 (+22.99%)
ERTX @ 275 (+22.22%)
EMTK @ 2,350 (+17.50%)
LPCK @ 1,510 (+12.69%)
5 most down:
CNTX @ 6,300 (-19.75%)
ASRM @ 1,120 (-17.04%)
KONI @ 200 (-11.11%)
SCCO @ 2,000 (-11.11%)
GTBO @ 78 (-9.30%)
5 Leading Movers:
TLKM @ 7,350 (+5.89%)
EMTK @ 2,350 (+2.10%)
PLIN @ 2,300 (+1.78%)
BORN @ 1,280 (+1.03%)
PGAS @ 3,350 (+0.70%)
5 Lagging Movers:
BMRI @ 7,250 (-6.75%)
BBCA @ 7,800 (-5.70%)
ADRO @ 2,300 (-5.60%)
ASII @ 67,050 (-3.55%)
BBRI @ 6,450 (-2.85%)
Rgds, Nadya Isnaeni Data administrator Research Dept BNI Securities
Bloomberg: HSBC Beats Indonesia Banks as Yudhoyono Projects Spur Record
Bloomberg; Asian Stocks Decline as HSBC Slides on Spreading Europe Crisis
Bloomberg: Asahimas Declines to One-Month Low After Report Sales Fall
Sektor Rebound, IHSG Sesi 1 Ditutup Turun 0,82%. net foreign sell Rp307,14 miliar.
http://pasarmodal.inilah.com/read/detail/1764164/2-sektor-rebound-ihsg-sesi-1-ditutup-turun-082
IHSG Melemah 42 Poin Akibat Profit Taking Saham Bank
http://finance.detik.com/read/2011/08/11/120736/1701427/6/ihsg-melemah-42-poin-akibat-profit-taking-saham-bank
Penutupan sesi I, IHSG kembali tergiring ke zona merah
http://investasi.kontan.co.id/v2/read/1313040208/75178/Penutupan-sesi-I-IHSG-kembali-tergiring-ke-zona-merah
Cadangan Devisa RI Turun US$ 500 Juta dalam 5 Hari
http://finance.detik.com/read/2011/08/11/121033/1701428/5/cadangan-devisa-ri-turun-us--500-juta-dalam-5-hari
Kenaikan Tarif Tol akan Diumumkan Akhir Agustus
http://finance.detik.com/read/2011/08/11/122528/1701439/4/kenaikan-tarif-tol-akan-diumumkan-akhir-agustus
BEI Optimistis Capai 2,3 Juta Investor di 2012
http://pasarmodal.inilah.com/read/detail/1764167/bei-optimistis-capai-23-juta-investor-di-20122
Anak Usaha DSSA Dirikan Usaha Joint Venture
http://pasarmodal.inilah.com/read/detail/1764134/anak-usaha-dssa-dirikan-usaha-joint-venture
CIMB Niaga Naikkan Penyertaan Modal di CSL
http://pasarmodal.inilah.com/read/detail/1764125/cimb-niaga-naikkan-penyertaan-modal-di-csl
Dana Asing Rp 5,68 Triliun 'Kabur' dari Surat Utang RI
http://finance.detik.com/read/2011/08/11/111850/1701359/5/dana-asing-rp-568-triliun-kabur-dari-surat-utang-ri
Orang Terkaya di Dunia Rugi Rp 56 Triliun Selama Sepekan
http://finance.detik.com/read/2011/08/11/113447/1701383/6/orang-terkaya-di-dunia-rugi-rp-56-triliun-selama-sepekan
ABM Investama Lepas 20% Saham Oktober 2011
http://finance.detik.com/read/2011/08/11/102043/1701282/6/abm-investama-lepas-20-saham-oktober-2011
Breaking news : Indika will sell 45 pct stake in Petrosea in september.
TLKM ::: one off 50% of IDR5 tln will be spent this week (buy bcak)
FITCH AFFIRMS TELKOM AT 'BB+'; OUTLOOK POSITIVE
Perusahaan group Trakindo menyatakan minat IPO ke BEI
http://investasi.kontan.co.id/v2/read/1313034998/75166/Perusahaan-group-Trakindo-akan-segera-IPO
Agung Podomoro, Citra Marga, Timah: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-08-11/agung-podomoro-citra-marga-timah-indonesia-equity-preview.html
PT Timah Tbk (TINS) membukukan pertumbuhan laba bersih (unaudited) 103,33% menjadi Rp655,315 miliar dalam enam bulan pertama 2011 dibanding dengan perolehan periode yang sama tahun sebelumnya hanya Rp322,297 miliar.
Laporan Keuangan Semester I-2011
Laba Bersih ITMG Naik 53,09%
http://pasarmodal.inilah.com/read/detail/1764103/laba-bersih-itmg-naik-5309
Bahana Securities Lepas Saham Garuda Tahun Ini
http://pasarmodal.inilah.com/read/detail/1764106/bahana-securities-lepas-saham-garuda-tahun-ini
HOT RUMORS: ASII 1-FOR-5 STOCK SPLIT MAY BE SET AT IDR90,000. PRIVATE PLACEMENT TO FOLLOW
Bloomberg: Rupiah Falls Toward Six-Week Low as Overseas Funds Dump Stocks
Bloomberg: Palm Oil Gains as Much as 0.5% to 2,953 Ringgit a Metric Ton
Bloomberg: Indonesia Bonds May Extend Rally as Inflation Cools, DIAM Says
Bumi's 1H net profit may rise to $265 million (idr2.26 trillion), beating analysts estimate of $230 million on higher average selling price of its coal.
Aug. 11 (Bloomberg) -- China Construction Bank Corp., the world’s second-largest lender by market value, made a preliminary bid for control of PT Bank Maspion Indonesia, three people with knowledge of the matter said.
Bursa Global dan Regional Jatuh, IHSG Ambles 42 Poin
http://finance.detik.com/read/2011/08/11/093650/1701242/6/bursa-global-dan-regional-jatuh-ihsg-ambles-42-poin
Bursa Regional Kembali Merosot, IHSG Siap-siap Koreksi
http://finance.detik.com/read/2011/08/11/072005/1701183/6/bursa-regional-kembali-merosot-ihsg-siap-siap-koreksi
Baru Rebound, IHSG Hari Ini Diprediksi Terkoreksi
http://pasarmodal.inilah.com/read/detail/1764082/baru-rebound-ihsg-hari-ini-diprediksi-terkoreksi
Laba Naik Tipis, 'Buy' PGAS
http://pasarmodal.inilah.com/read/detail/1764089/laba-naik-tipis-buy-pgas
Resmi Akuisisi Perusahaan 4G, 'Hold' BTEL
http://pasarmodal.inilah.com/read/detail/1764087/resmi-akuisisi-perusahaan-4g-hold-btel
Investor Diperkirakan Ubah Strategi Investasi
http://pasarmodal.inilah.com/read/detail/1764084/investor-diperkirakan-ubah-strategi-investasi
Saham BBRI Siap Melaju ke Rp9-10 Ribu
http://pasarmodal.inilah.com/read/detail/1763982/saham-bbri-siap-melaju-ke-rp9-10-ribu
BFI Finance Raih Pinjaman Sindikasi US$60 Juta
http://pasarmodal.inilah.com/read/detail/1764075/bfi-finance-raih-pinjaman-sindikasi-us60-juta
Akumulasi, Saham ETWA Berpeluang Menuju Rp800
http://pasarmodal.inilah.com/read/detail/1764071/akumulasi-saham-etwa-berpeluang-menuju-rp800
Rencana Private Placement, Cermati Saham BORN
http://pasarmodal.inilah.com/read/detail/1764073/rencana-private-placement-cermati-saham-born
Harga Emas Melambung Lagi Tembus US$ 1.800
http://finance.detik.com/read/2011/08/11/064744/1701172/4/harga-emas-melambung-lagi-tembus-us--1800
BI Yakin Rupiah Bisa Terus Menguat
http://finance.detik.com/read/2011/08/11/072220/1701184/6/bi-yakin-rupiah-bisa-terus-menguat
Aliran Modal Asing Masih Surplus Rp 19 Triliun
http://finance.detik.com/read/2011/08/11/071219/1701181/6/aliran-modal-asing-masih-surplus-rp-19-triliun
Menteri BUMN 'Jagokan' Medco Akuisisi Ladang Gas Exxon
http://finance.detik.com/read/2011/08/11/054216/1701165/1034/menteri-bumn-jagokan-medco-akuisisi-ladang-gas-exxon
Tembus Rp 500.000, harga emas batangan telah naik 21% sepanjang 2011.
http://investasi.kontan.co.id/v2/read/1313029474/75149/Tembus-Rp-500.000-harga-emas-batangan-telah-naik-21-sepanjang-2011
Misterius, catatan utang BNBR di Sinarmas
http://investasi.kontan.co.id/v2/read/1313028978/75146/Misterius-catatan-utang-BNBR-di-Sinarmas
Pasar obligasi di paruh kedua lebih sepi
http://investasi.kontan.co.id/v2/read/1313026075/75140/Pasar-obligasi-di-paruh-kedua-lebih-sepi
INTP sudah gunakan US$ 30 juta untuk ekspansi
http://investasi.kontan.co.id/v2/read/1313025907/75138/INTP-sudah-gunakan-US-30-juta-untuk-ekspansi
Laba bersih BLTA US$ 12,39 juta
http://investasi.kontan.co.id/v2/read/1313025761/75137/Laba-bersih-BLTA-US-1239-juta
Dana ekspansi CMNP Rp 5 triliun
http://investasi.kontan.co.id/v2/read/1313025555/75136/Dana-ekspansi-CMNP-Rp-5-triliun
Bursa Optimistis Target 25 Emiten Baru Tercapai
http://economy.okezone.com/read/2011/08/11/278/490651/bursa-optimistis-target-25-emiten-baru-tercapai
Kimia Farma Bakal Rights Issue Tahun Depan
http://economy.okezone.com/read/2011/08/11/278/490658/kimia-farma-bakal-rights-issue-tahun-depan
Trades of the Day...
Fundamentally:
CIMB mempertahankan rating Berlian Laju Tanker (BLTA) pada OUTPERFORM dengan target harga Rp380 (dari Rp480) dengan discount to SOP 30% serta ekspektasi yang lebih rendah. Kami melihat potensi memenangkan sejumlah kontrak FSO/FPSO sebagai katalis jangka pendek. Namun demikian, Rugi inti 1Q11 sebesar $11.47mn sekitar 32% dari FY, karena bunker cost yang lebih tinggi. Kami memangkas estimasi kami sebesar 40% untuk forecast dan BLTA masih akan merugi pada 2011-12
CIMB mempertahankan rating NEUTRAL untuk sektor semen. Dengan koreksi saham akhir-akhir ini, valuasi menjadi menarik, namun margin akan terancam oleh kompetisi, import dan kapasitas baru (dalam 2-3 tahun). Turunnya harga minyak menjadi relief, namun demand sepertinya juga melemah.
Katalis yang ditunggu adalah projek infrastruktur. Top pick kami tetap pada INTP dengan TP Rp15k, karena cost yang rendah serta price control. Sementara SMCB dengan TP Rp2400, SMGR dengan TP Rp9200, semuanya NEUTRAL
CIMB menghentikan coverage terhadap Bakrie Sumatra Plantation (UNSP) karena kesulitan mendapatkan data dari perusahaan serta kurangnya minat investor kami atas saham ini. Rating kami terakhir adalah UNDERPERFORM dengan target harga Rp325 (7.4x FY12 PER)
PGAS indicated flat 1H11 earnings of IDR3.2t
According to Minister of state-owned enterprise Mr. Mustafa Abubakar, Perusahaan Gas Negara (PGAS-BUY-IDR3,325-TP:IDR4,300) registered flat 1H11 earnings of IDR3.2t, accounting for 46% our estimate and 44% of consensus forecast. Flat earnings mainly stemmed from stable stagnant flow of distribution volumes. On separate note, BP Migas (Upstream oil and gas regulator) stated that in 2H11, Conoco Philips may restore 60MMScfd out of 100MMScfd supply that PGAS had lost in 2010. (Indonesia Finance Today)
HEARD ON STREET: POLY WANTS TO ACCELERATE THE REPAYMENT OF DEBT BY CONVERTING ITS SHARES TO DEBT AT IDR3,750-IDR3,875/SHARES LATER IN AUGUST, EARLIER THAN SEPTEMBER 30 SCHEDULED. AFTER THE DEBT REPAYMENT, POLY WILL BE ALLOWED TO GO WITH ITS PLAN FOR A QUASI REORGANIZATION WHICH COULD HELP DRIVE ITS FINANCIAL PERFORMANCE BY MORE RHAN THREE TIMES DUE TO FRESH BUSINES EXPANSION. CURRENT PRICE IS A 501% DISCOUNT TO THE CONVERTED SHARES.
http://pasarmodal.inilah.com/read/detail/1764271/kepercayaan-pulih-ihsg-berlari-ke-zona-hijau
Hampir Seharian Melemah, IHSG Ditutup Naik 5 Poin
http://finance.detik.com/read/2011/08/11/161125/1701702/6/hampir-seharian-melemah-ihsg-ditutup-naik-5-poin
BEI Tunjuk Konsultan Asal AS Bentuk Lembaga Perlindungan Investor
http://finance.detik.com/read/2011/08/11/150228/1701626/6/bei-tunjuk-konsultan-asal-as-bentuk-lembaga-perlindungan-investor
Masuk UMA, BEI Awasi Saham ERTX
http://pasarmodal.inilah.com/read/detail/1764264/masuk-uma-bei-awasi-saham-ertx
Selective Buying, IHSG Ditutup Naik Tipis
http://pasarmodal.inilah.com/read/detail/1764267/selective-buying-ihsg-ditutup-naik-tipis
Delapan sektor topang IHSG di jalur hijau
http://investasi.kontan.co.id/v2/read/1313054683/75207/Delapan-sektor-topang-IHSG-di-jalur-hijau
Indeks saham emerging market bergerak sangat voletile
http://investasi.kontan.co.id/v2/read/1313052042/75203/Indeks-saham-emerging-market-bergerak-sangat-volatile
Pemerintah Simpan Dana 'Nganggur' Rp 200 Triliun
http://finance.detik.com/read/2011/08/11/163754/1701717/4/pemerintah-simpan-dana-nganggur-rp-200-triliun
*DJ Banpu: Coal Production Target In Australia At 20 Mln Tons By 2015
*DJ Banpu: Coal Production Target In Indonesia At 30 Mln Tons By 2015
REMINDER:::: Target Price GGRM fr CIMB 56.500
BNBR TARGET PRICE 160 AFTER QUASI DUE TO ITS STATUS AS LARGE DIVERIFIED HOLDING COMPANY AND VALLAR-RELATED PARTNER
BNBR POSITIF AND CONFIRMED SENT LETTER FOR QUASI
ENRG : NPRI(non preemptive right issue) 230- 240
Bloomberg: Timah Gains for Second Day After First-Half Net Income Doubles
Bloomberg: World Bank’s IFC to Invest $500 Million in Indonesia This Year
Laba Megapolitan Development Melorot 67%
http://economy.okezone.com/read/2011/08/11/278/490826/laba-megapolitan-development-melorot-67
Bursa Optimistis Target 25 Emiten Baru Tercapai
http://economy.okezone.com/read/2011/08/11/278/490651/bursa-optimistis-target-25-emiten-baru-tercapai
Indomobil Finance Raih Pinjaman Sindikasi USD75 Juta
http://economy.okezone.com/read/2011/08/11/278/490806/indomobil-finance-raih-pinjaman-sindikasi-usd75-juta
BEI Terus Pantau Perkembangan Saham Global
http://pasarmodal.inilah.com/read/detail/1764233/bei-terus-pantau-perkembangan-saham-global
Hore! Oversold, Bursa Eropa Rebound
http://pasarmodal.inilah.com/read/detail/1764239/hore-oversold-bursa-eropa-rebound
Gedung Terbakar, Operasional ADMF Tetap Normal
http://pasarmodal.inilah.com/read/detail/1764202/gedung-terbakar-operasional-admf-tetap-normal
ENRG : NPRI(non preemptive right issue) 230- 240
REMINDER:::: 12 Agustus Rups Alakasa Industri, ALMI DIVIDEND, RP 70 CUM
REMINDER::: Lippo Cikarang (LPCK.IJ, BUY) – Hidden jewel We are reinitiating coverage on Lippo Cikarang with a BUY recommendation and a target price Rp2,400, which offers 105% upside potential. A well-known industrial estate developer in eastern Jakarta, the company is the main beneficiary of the rising inflow of foreign direct investment in Indonesia. Low valuation multiples, a deep discount to NAV, and strong land sales in a mid-cycle industrial estate boom have strengthened our conviction about the stock. Analyst Ricardo Silaen, CFA rsilaen@kimeng.co.id
1st session on JCI 11.08.11
@ 3,831.829 (-31.747pts) (+0.822%)
H: 3,863.392 ; L: 3,803.252
Value: 3.03 T (NG 303 B )
Volume: 2.75 B (NG 128 M )
Foreign Nett Sell: 306 T
5 most active stocks by value:
BMRI @ 7,250 (-3.33%)
ASII @ 67,050 (-1.11%)
BUMI @ 2,675 (-0.93%)
TLKM @ 7,350 (+3.52%)
BMRI @ 6,450 (-1.53%)
5 most active stocks by volume:
ENRG @ 196 (0.00%)
KIJA @ 180 (+4.05%)
DEWA @ 97 (-2.02%)
ELTY @ 146 (-1.35%)
LPKR @ 780 (+2.63%)
5 most up:
AKKU @ 185 (+27.59%)
PLIN @ 2,300 (+22.99%)
ERTX @ 275 (+22.22%)
EMTK @ 2,350 (+17.50%)
LPCK @ 1,510 (+12.69%)
5 most down:
CNTX @ 6,300 (-19.75%)
ASRM @ 1,120 (-17.04%)
KONI @ 200 (-11.11%)
SCCO @ 2,000 (-11.11%)
GTBO @ 78 (-9.30%)
5 Leading Movers:
TLKM @ 7,350 (+5.89%)
EMTK @ 2,350 (+2.10%)
PLIN @ 2,300 (+1.78%)
BORN @ 1,280 (+1.03%)
PGAS @ 3,350 (+0.70%)
5 Lagging Movers:
BMRI @ 7,250 (-6.75%)
BBCA @ 7,800 (-5.70%)
ADRO @ 2,300 (-5.60%)
ASII @ 67,050 (-3.55%)
BBRI @ 6,450 (-2.85%)
Rgds, Nadya Isnaeni Data administrator Research Dept BNI Securities
Bloomberg: HSBC Beats Indonesia Banks as Yudhoyono Projects Spur Record
Bloomberg; Asian Stocks Decline as HSBC Slides on Spreading Europe Crisis
Bloomberg: Asahimas Declines to One-Month Low After Report Sales Fall
Sektor Rebound, IHSG Sesi 1 Ditutup Turun 0,82%. net foreign sell Rp307,14 miliar.
http://pasarmodal.inilah.com/read/detail/1764164/2-sektor-rebound-ihsg-sesi-1-ditutup-turun-082
IHSG Melemah 42 Poin Akibat Profit Taking Saham Bank
http://finance.detik.com/read/2011/08/11/120736/1701427/6/ihsg-melemah-42-poin-akibat-profit-taking-saham-bank
Penutupan sesi I, IHSG kembali tergiring ke zona merah
http://investasi.kontan.co.id/v2/read/1313040208/75178/Penutupan-sesi-I-IHSG-kembali-tergiring-ke-zona-merah
Cadangan Devisa RI Turun US$ 500 Juta dalam 5 Hari
http://finance.detik.com/read/2011/08/11/121033/1701428/5/cadangan-devisa-ri-turun-us--500-juta-dalam-5-hari
Kenaikan Tarif Tol akan Diumumkan Akhir Agustus
http://finance.detik.com/read/2011/08/11/122528/1701439/4/kenaikan-tarif-tol-akan-diumumkan-akhir-agustus
BEI Optimistis Capai 2,3 Juta Investor di 2012
http://pasarmodal.inilah.com/read/detail/1764167/bei-optimistis-capai-23-juta-investor-di-20122
Anak Usaha DSSA Dirikan Usaha Joint Venture
http://pasarmodal.inilah.com/read/detail/1764134/anak-usaha-dssa-dirikan-usaha-joint-venture
CIMB Niaga Naikkan Penyertaan Modal di CSL
http://pasarmodal.inilah.com/read/detail/1764125/cimb-niaga-naikkan-penyertaan-modal-di-csl
Dana Asing Rp 5,68 Triliun 'Kabur' dari Surat Utang RI
http://finance.detik.com/read/2011/08/11/111850/1701359/5/dana-asing-rp-568-triliun-kabur-dari-surat-utang-ri
Orang Terkaya di Dunia Rugi Rp 56 Triliun Selama Sepekan
http://finance.detik.com/read/2011/08/11/113447/1701383/6/orang-terkaya-di-dunia-rugi-rp-56-triliun-selama-sepekan
ABM Investama Lepas 20% Saham Oktober 2011
http://finance.detik.com/read/2011/08/11/102043/1701282/6/abm-investama-lepas-20-saham-oktober-2011
Breaking news : Indika will sell 45 pct stake in Petrosea in september.
TLKM ::: one off 50% of IDR5 tln will be spent this week (buy bcak)
FITCH AFFIRMS TELKOM AT 'BB+'; OUTLOOK POSITIVE
Perusahaan group Trakindo menyatakan minat IPO ke BEI
http://investasi.kontan.co.id/v2/read/1313034998/75166/Perusahaan-group-Trakindo-akan-segera-IPO
Agung Podomoro, Citra Marga, Timah: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-08-11/agung-podomoro-citra-marga-timah-indonesia-equity-preview.html
PT Timah Tbk (TINS) membukukan pertumbuhan laba bersih (unaudited) 103,33% menjadi Rp655,315 miliar dalam enam bulan pertama 2011 dibanding dengan perolehan periode yang sama tahun sebelumnya hanya Rp322,297 miliar.
Laporan Keuangan Semester I-2011
Laba Bersih ITMG Naik 53,09%
http://pasarmodal.inilah.com/read/detail/1764103/laba-bersih-itmg-naik-5309
Bahana Securities Lepas Saham Garuda Tahun Ini
http://pasarmodal.inilah.com/read/detail/1764106/bahana-securities-lepas-saham-garuda-tahun-ini
HOT RUMORS: ASII 1-FOR-5 STOCK SPLIT MAY BE SET AT IDR90,000. PRIVATE PLACEMENT TO FOLLOW
Bloomberg: Rupiah Falls Toward Six-Week Low as Overseas Funds Dump Stocks
Bloomberg: Palm Oil Gains as Much as 0.5% to 2,953 Ringgit a Metric Ton
Bloomberg: Indonesia Bonds May Extend Rally as Inflation Cools, DIAM Says
Bumi's 1H net profit may rise to $265 million (idr2.26 trillion), beating analysts estimate of $230 million on higher average selling price of its coal.
Aug. 11 (Bloomberg) -- China Construction Bank Corp., the world’s second-largest lender by market value, made a preliminary bid for control of PT Bank Maspion Indonesia, three people with knowledge of the matter said.
Bursa Global dan Regional Jatuh, IHSG Ambles 42 Poin
http://finance.detik.com/read/2011/08/11/093650/1701242/6/bursa-global-dan-regional-jatuh-ihsg-ambles-42-poin
Bursa Regional Kembali Merosot, IHSG Siap-siap Koreksi
http://finance.detik.com/read/2011/08/11/072005/1701183/6/bursa-regional-kembali-merosot-ihsg-siap-siap-koreksi
Baru Rebound, IHSG Hari Ini Diprediksi Terkoreksi
http://pasarmodal.inilah.com/read/detail/1764082/baru-rebound-ihsg-hari-ini-diprediksi-terkoreksi
Laba Naik Tipis, 'Buy' PGAS
http://pasarmodal.inilah.com/read/detail/1764089/laba-naik-tipis-buy-pgas
Resmi Akuisisi Perusahaan 4G, 'Hold' BTEL
http://pasarmodal.inilah.com/read/detail/1764087/resmi-akuisisi-perusahaan-4g-hold-btel
Investor Diperkirakan Ubah Strategi Investasi
http://pasarmodal.inilah.com/read/detail/1764084/investor-diperkirakan-ubah-strategi-investasi
Saham BBRI Siap Melaju ke Rp9-10 Ribu
http://pasarmodal.inilah.com/read/detail/1763982/saham-bbri-siap-melaju-ke-rp9-10-ribu
BFI Finance Raih Pinjaman Sindikasi US$60 Juta
http://pasarmodal.inilah.com/read/detail/1764075/bfi-finance-raih-pinjaman-sindikasi-us60-juta
Akumulasi, Saham ETWA Berpeluang Menuju Rp800
http://pasarmodal.inilah.com/read/detail/1764071/akumulasi-saham-etwa-berpeluang-menuju-rp800
Rencana Private Placement, Cermati Saham BORN
http://pasarmodal.inilah.com/read/detail/1764073/rencana-private-placement-cermati-saham-born
Harga Emas Melambung Lagi Tembus US$ 1.800
http://finance.detik.com/read/2011/08/11/064744/1701172/4/harga-emas-melambung-lagi-tembus-us--1800
BI Yakin Rupiah Bisa Terus Menguat
http://finance.detik.com/read/2011/08/11/072220/1701184/6/bi-yakin-rupiah-bisa-terus-menguat
Aliran Modal Asing Masih Surplus Rp 19 Triliun
http://finance.detik.com/read/2011/08/11/071219/1701181/6/aliran-modal-asing-masih-surplus-rp-19-triliun
Menteri BUMN 'Jagokan' Medco Akuisisi Ladang Gas Exxon
http://finance.detik.com/read/2011/08/11/054216/1701165/1034/menteri-bumn-jagokan-medco-akuisisi-ladang-gas-exxon
Tembus Rp 500.000, harga emas batangan telah naik 21% sepanjang 2011.
http://investasi.kontan.co.id/v2/read/1313029474/75149/Tembus-Rp-500.000-harga-emas-batangan-telah-naik-21-sepanjang-2011
Misterius, catatan utang BNBR di Sinarmas
http://investasi.kontan.co.id/v2/read/1313028978/75146/Misterius-catatan-utang-BNBR-di-Sinarmas
Pasar obligasi di paruh kedua lebih sepi
http://investasi.kontan.co.id/v2/read/1313026075/75140/Pasar-obligasi-di-paruh-kedua-lebih-sepi
INTP sudah gunakan US$ 30 juta untuk ekspansi
http://investasi.kontan.co.id/v2/read/1313025907/75138/INTP-sudah-gunakan-US-30-juta-untuk-ekspansi
Laba bersih BLTA US$ 12,39 juta
http://investasi.kontan.co.id/v2/read/1313025761/75137/Laba-bersih-BLTA-US-1239-juta
Dana ekspansi CMNP Rp 5 triliun
http://investasi.kontan.co.id/v2/read/1313025555/75136/Dana-ekspansi-CMNP-Rp-5-triliun
Bursa Optimistis Target 25 Emiten Baru Tercapai
http://economy.okezone.com/read/2011/08/11/278/490651/bursa-optimistis-target-25-emiten-baru-tercapai
Kimia Farma Bakal Rights Issue Tahun Depan
http://economy.okezone.com/read/2011/08/11/278/490658/kimia-farma-bakal-rights-issue-tahun-depan
Trades of the Day...
Fundamentally:
CIMB mempertahankan rating Berlian Laju Tanker (BLTA) pada OUTPERFORM dengan target harga Rp380 (dari Rp480) dengan discount to SOP 30% serta ekspektasi yang lebih rendah. Kami melihat potensi memenangkan sejumlah kontrak FSO/FPSO sebagai katalis jangka pendek. Namun demikian, Rugi inti 1Q11 sebesar $11.47mn sekitar 32% dari FY, karena bunker cost yang lebih tinggi. Kami memangkas estimasi kami sebesar 40% untuk forecast dan BLTA masih akan merugi pada 2011-12
CIMB mempertahankan rating NEUTRAL untuk sektor semen. Dengan koreksi saham akhir-akhir ini, valuasi menjadi menarik, namun margin akan terancam oleh kompetisi, import dan kapasitas baru (dalam 2-3 tahun). Turunnya harga minyak menjadi relief, namun demand sepertinya juga melemah.
Katalis yang ditunggu adalah projek infrastruktur. Top pick kami tetap pada INTP dengan TP Rp15k, karena cost yang rendah serta price control. Sementara SMCB dengan TP Rp2400, SMGR dengan TP Rp9200, semuanya NEUTRAL
CIMB menghentikan coverage terhadap Bakrie Sumatra Plantation (UNSP) karena kesulitan mendapatkan data dari perusahaan serta kurangnya minat investor kami atas saham ini. Rating kami terakhir adalah UNDERPERFORM dengan target harga Rp325 (7.4x FY12 PER)
PGAS indicated flat 1H11 earnings of IDR3.2t
According to Minister of state-owned enterprise Mr. Mustafa Abubakar, Perusahaan Gas Negara (PGAS-BUY-IDR3,325-TP:IDR4,300) registered flat 1H11 earnings of IDR3.2t, accounting for 46% our estimate and 44% of consensus forecast. Flat earnings mainly stemmed from stable stagnant flow of distribution volumes. On separate note, BP Migas (Upstream oil and gas regulator) stated that in 2H11, Conoco Philips may restore 60MMScfd out of 100MMScfd supply that PGAS had lost in 2010. (Indonesia Finance Today)
HEARD ON STREET: POLY WANTS TO ACCELERATE THE REPAYMENT OF DEBT BY CONVERTING ITS SHARES TO DEBT AT IDR3,750-IDR3,875/SHARES LATER IN AUGUST, EARLIER THAN SEPTEMBER 30 SCHEDULED. AFTER THE DEBT REPAYMENT, POLY WILL BE ALLOWED TO GO WITH ITS PLAN FOR A QUASI REORGANIZATION WHICH COULD HELP DRIVE ITS FINANCIAL PERFORMANCE BY MORE RHAN THREE TIMES DUE TO FRESH BUSINES EXPANSION. CURRENT PRICE IS A 501% DISCOUNT TO THE CONVERTED SHARES.
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