Dana Asing Keluar, Laju IHSG Terhambat. net foreign sell Rp336,46 miliar.
http://pasarmodal.inilah.com/read/detail/1764669/dana-asing-keluar-laju-ihsg-terhambat
Akhir pekan, asing kembali memborong bluechips
http://investasi.kontan.co.id/v2/read/1313140989/75321/Akhir-pekan-asing-kembali-memborong-bluechips
Kekhawatiran Krisis Global Reda, IHSG Menguat 21 Poin
http://finance.detik.com/read/2011/08/12/160846/1702618/6/kekhawatiran-krisis-global-reda-ihsg-menguat-21-poin
Ria Citra Jual Saham Sona Topas ke DFS Hong Hong
http://pasarmodal.inilah.com/read/detail/1764659/ria-citra-jual-saham-sona-topas-ke-dfs-hong-hong
Respon Short Selling, Bursa Eropa Mixed
http://pasarmodal.inilah.com/read/detail/1764644/respon-short-selling-bursa-eropa-mixed
KBUMN Tunda Rights Isuee Bank BTN
http://pasarmodal.inilah.com/read/detail/1764632/kbumn-tunda-rights-isuee-bank-btn
Bapepam Proses Penawaran Tender Saham AIMS
http://pasarmodal.inilah.com/read/detail/1764615/bapepam-proses-penawaran-tender-saham-aims
Asuransi China Investasi US$1,6 M ke Bursa Lokal
http://pasarmodal.inilah.com/read/detail/1764603/asuransi-china-investasi-us16-m-ke-bursa-lokal
51 Emisi Efek Senilai Rp 62 Triliun Direstui Bapepam
http://finance.detik.com/read/2011/08/12/135418/1702375/6/51-emisi-efek-senilai-rp-62-triliun-direstui-bapepam
Agenda
12 Agustus Rups Alakasa Industri, ALMI DIVIDEND, RP 70 CUM
15 Agustus Cum dev Plaza Indonesia 2,5, cum clpi 27,8, Rupslb CNKO, TRUB
18 Agustus Rups INCF, Elty
19 Agustus RUPSLB SAIP, kren, cum dev BRNA 90
22 Agustus Cum dev Lppf 14,0, rupslb BDMN, rups lppf, NUSANTARA INFRASTRUCTURE RUPSLB, cum dev AKRA 200, Lap Keu BUMI
23 Agustus Rupslb ERTX, CNTX, BRMS, BUMI RESOURCES RUPSLB (Bumi said that it plans to seek shareholders' approval on August 23 to buy back shares I assume that the buyback shares size will reach around 3% or around 623 million shares (1.24 million lots) from the market within the usual 18-month period)
24 Agustus Rups BDMN
1st session on JCI 12.08.11
@ 3,903.634 (+34.269pts) (+0.886%)
H: 3,926.552 ; L: 3,868.631
Value: 2.70 T (NG 261 B )
Volume: 3.24 B (NG 421 M )
Foreign Nett Buy: 123 B
5 most active stocks by value:
ASII @ 68,100 (+1.04%)
BBRI @ 6,450 (0.00%)
BMRI @ 7,200 (-1.37%)
PGAS @ 3,400 (+0.74%)
ENRG @ 205 (+2.50%)
5 most active stocks by volume:
ENRG @ 205 (+2.50%)
BNBR @ 65 (0.00%)
DEWA @ 102 (+0.99%)
BKSL @ 199 (+1.02%)
TRAM @ 580 (+1.75%)
5 most up:
FORU @ 185 (+17.09%)
CNTX @ 7,000 (+11.11%)
KOIN @ 265 (+10.42%)
SOBI @ 2,225 (+9.88%)
ABDA @ 640 (+8.47%)
5 most down:
ASDM @ 405 (-19.00%)
DPNS @ 570 (-12.31%)
MTFN @ 340 (-9.33%)
MBAI @ 29,000 (-6.45%)
MLBI @ 340,000 (-5.29%)
5 Leading Movers:
GGRM @ 54,950 (+4.50%)
BBCA @ 8,000 (+4.28%)
ASII @ 68,100 (+3.31%)
BBNI @ 4,200 (+2.70%)
BDMN @ 5,350 (+2.44%)
5 Lagging Movers:
BMRI @ 7,200 (-2.70%)
TLKM @ 7,300 (-1.18%)
ISAT @ 5,450 (-0.63%)
BUMI @ 2,675 (-0.60%)
BTEL @ 330 (-0.49%)
Rgds,Nadya Isnaeni Data administrator Research Dept BNI Securities
Melaju 34 Poin, IHSG Kembali Bertengger di 3.900
http://finance.detik.com/read/2011/08/12/113958/1702243/6/melaju-34-poin-ihsg-kembali-bertengger-di-3900
Menu Sesi 2: Saham Bank - Tambang
http://pasarmodal.inilah.com/read/detail/1764536/menu-sesi-2-saham-bank-tambang
BUMN Harus Antre IPO Mulai 2012
http://finance.detik.com/read/2011/08/12/113358/1702233/6/bumn-harus-antre-ipo-mulai-2012
BI Libur Total Selama Lebaran 29 Agustus-2 September
http://finance.detik.com/read/2011/08/12/111530/1702213/5/bi-libur-total-selama-lebaran-29-agustus-2-september
Nilai Pasar Saham 'Hilang' US$ 2 Triliun dalam 2 Pekan
http://finance.detik.com/read/2011/08/12/110438/1702198/6/nilai-pasar-saham-hilang-us--2-triliun-dalam-2-pekan
Bloomberg: Aneka Rises Most in Five Months After Reporting Gain in Output
Bloomberg: Indonesia Stock Exchange Not Considering Ban on Short Selling
S&P Doesn't See Renewed Recession in Developed Markets
Bloomberg: Salim Ivonmas Advances Most in Two Months as Net Income Doubles
Bloomberg: Indocement May Spend $1.17 Billion to Boost Output, Bisnis Says
Terimbas Global, IHSG Dibuka Naik 0,66% ke3.895,13
http://pasarmodal.inilah.com/read/detail/1764480/terimbas-global-ihsg-dibuka-naik-066-ke389513
Inilah Menu Saham Pilihan Jumat (12/8)
http://pasarmodal.inilah.com/read/detail/1764358/inilah-menu-saham-pilihan-jumat-128
Laba bersih naik dua kali lipat, saham SIMP berada di posisi tertinggi 2 bulan
http://investasi.kontan.co.id/v2/read/1313120236/75282/Laba-bersih-naik-dua-kali-lipat-saham-SIMP-berada-di-posisi-tertinggi-2-bulan
Aset tumbuh positif di semester I, saham MEDC bergerak menanjak
http://investasi.kontan.co.id/v2/read/1313119486/75276/Aset-tumbuh-positif-di-semester-I-saham-MEDC-bergerak-menanjak
Peringkat dari Fitch Ratings bikin saham TLKM melaju
http://investasi.kontan.co.id/v2/read/1313118747/75275/Peringkat-dari-Fitch-Ratings-bikin-saham-TLKM-melaju
Rencana ekspansi perusahaan bikin saham CMNP melenggang positif
http://investasi.kontan.co.id/v2/read/1313118423/75273/Rencana-ekspansi-perusahaan-bikin-saham-CMNP-melenggang-positif
Pembangunan BTS molor, FREN pangkas target pelanggan
http://investasi.kontan.co.id/v2/read/1313114404/75266/Pembangunan-BTS-molor-FREN-pangkas-target-pelanggan
http://pasarmodal.inilah.com/read/detail/1764669/dana-asing-keluar-laju-ihsg-terhambat
Akhir pekan, asing kembali memborong bluechips
http://investasi.kontan.co.id/v2/read/1313140989/75321/Akhir-pekan-asing-kembali-memborong-bluechips
Kekhawatiran Krisis Global Reda, IHSG Menguat 21 Poin
http://finance.detik.com/read/2011/08/12/160846/1702618/6/kekhawatiran-krisis-global-reda-ihsg-menguat-21-poin
Ria Citra Jual Saham Sona Topas ke DFS Hong Hong
http://pasarmodal.inilah.com/read/detail/1764659/ria-citra-jual-saham-sona-topas-ke-dfs-hong-hong
Respon Short Selling, Bursa Eropa Mixed
http://pasarmodal.inilah.com/read/detail/1764644/respon-short-selling-bursa-eropa-mixed
KBUMN Tunda Rights Isuee Bank BTN
http://pasarmodal.inilah.com/read/detail/1764632/kbumn-tunda-rights-isuee-bank-btn
Bapepam Proses Penawaran Tender Saham AIMS
http://pasarmodal.inilah.com/read/detail/1764615/bapepam-proses-penawaran-tender-saham-aims
Asuransi China Investasi US$1,6 M ke Bursa Lokal
http://pasarmodal.inilah.com/read/detail/1764603/asuransi-china-investasi-us16-m-ke-bursa-lokal
51 Emisi Efek Senilai Rp 62 Triliun Direstui Bapepam
http://finance.detik.com/read/2011/08/12/135418/1702375/6/51-emisi-efek-senilai-rp-62-triliun-direstui-bapepam
Agenda
12 Agustus Rups Alakasa Industri, ALMI DIVIDEND, RP 70 CUM
15 Agustus Cum dev Plaza Indonesia 2,5, cum clpi 27,8, Rupslb CNKO, TRUB
18 Agustus Rups INCF, Elty
19 Agustus RUPSLB SAIP, kren, cum dev BRNA 90
22 Agustus Cum dev Lppf 14,0, rupslb BDMN, rups lppf, NUSANTARA INFRASTRUCTURE RUPSLB, cum dev AKRA 200, Lap Keu BUMI
23 Agustus Rupslb ERTX, CNTX, BRMS, BUMI RESOURCES RUPSLB (Bumi said that it plans to seek shareholders' approval on August 23 to buy back shares I assume that the buyback shares size will reach around 3% or around 623 million shares (1.24 million lots) from the market within the usual 18-month period)
24 Agustus Rups BDMN
1st session on JCI 12.08.11
@ 3,903.634 (+34.269pts) (+0.886%)
H: 3,926.552 ; L: 3,868.631
Value: 2.70 T (NG 261 B )
Volume: 3.24 B (NG 421 M )
Foreign Nett Buy: 123 B
5 most active stocks by value:
ASII @ 68,100 (+1.04%)
BBRI @ 6,450 (0.00%)
BMRI @ 7,200 (-1.37%)
PGAS @ 3,400 (+0.74%)
ENRG @ 205 (+2.50%)
5 most active stocks by volume:
ENRG @ 205 (+2.50%)
BNBR @ 65 (0.00%)
DEWA @ 102 (+0.99%)
BKSL @ 199 (+1.02%)
TRAM @ 580 (+1.75%)
5 most up:
FORU @ 185 (+17.09%)
CNTX @ 7,000 (+11.11%)
KOIN @ 265 (+10.42%)
SOBI @ 2,225 (+9.88%)
ABDA @ 640 (+8.47%)
5 most down:
ASDM @ 405 (-19.00%)
DPNS @ 570 (-12.31%)
MTFN @ 340 (-9.33%)
MBAI @ 29,000 (-6.45%)
MLBI @ 340,000 (-5.29%)
5 Leading Movers:
GGRM @ 54,950 (+4.50%)
BBCA @ 8,000 (+4.28%)
ASII @ 68,100 (+3.31%)
BBNI @ 4,200 (+2.70%)
BDMN @ 5,350 (+2.44%)
5 Lagging Movers:
BMRI @ 7,200 (-2.70%)
TLKM @ 7,300 (-1.18%)
ISAT @ 5,450 (-0.63%)
BUMI @ 2,675 (-0.60%)
BTEL @ 330 (-0.49%)
Rgds,Nadya Isnaeni Data administrator Research Dept BNI Securities
Melaju 34 Poin, IHSG Kembali Bertengger di 3.900
http://finance.detik.com/read/2011/08/12/113958/1702243/6/melaju-34-poin-ihsg-kembali-bertengger-di-3900
Menu Sesi 2: Saham Bank - Tambang
http://pasarmodal.inilah.com/read/detail/1764536/menu-sesi-2-saham-bank-tambang
BUMN Harus Antre IPO Mulai 2012
http://finance.detik.com/read/2011/08/12/113358/1702233/6/bumn-harus-antre-ipo-mulai-2012
BI Libur Total Selama Lebaran 29 Agustus-2 September
http://finance.detik.com/read/2011/08/12/111530/1702213/5/bi-libur-total-selama-lebaran-29-agustus-2-september
Nilai Pasar Saham 'Hilang' US$ 2 Triliun dalam 2 Pekan
http://finance.detik.com/read/2011/08/12/110438/1702198/6/nilai-pasar-saham-hilang-us--2-triliun-dalam-2-pekan
Bloomberg: Aneka Rises Most in Five Months After Reporting Gain in Output
Bloomberg: Indonesia Stock Exchange Not Considering Ban on Short Selling
S&P Doesn't See Renewed Recession in Developed Markets
Bloomberg: Salim Ivonmas Advances Most in Two Months as Net Income Doubles
Bloomberg: Indocement May Spend $1.17 Billion to Boost Output, Bisnis Says
Terimbas Global, IHSG Dibuka Naik 0,66% ke3.895,13
http://pasarmodal.inilah.com/read/detail/1764480/terimbas-global-ihsg-dibuka-naik-066-ke389513
Inilah Menu Saham Pilihan Jumat (12/8)
http://pasarmodal.inilah.com/read/detail/1764358/inilah-menu-saham-pilihan-jumat-128
Laba bersih naik dua kali lipat, saham SIMP berada di posisi tertinggi 2 bulan
http://investasi.kontan.co.id/v2/read/1313120236/75282/Laba-bersih-naik-dua-kali-lipat-saham-SIMP-berada-di-posisi-tertinggi-2-bulan
Aset tumbuh positif di semester I, saham MEDC bergerak menanjak
http://investasi.kontan.co.id/v2/read/1313119486/75276/Aset-tumbuh-positif-di-semester-I-saham-MEDC-bergerak-menanjak
Peringkat dari Fitch Ratings bikin saham TLKM melaju
http://investasi.kontan.co.id/v2/read/1313118747/75275/Peringkat-dari-Fitch-Ratings-bikin-saham-TLKM-melaju
Rencana ekspansi perusahaan bikin saham CMNP melenggang positif
http://investasi.kontan.co.id/v2/read/1313118423/75273/Rencana-ekspansi-perusahaan-bikin-saham-CMNP-melenggang-positif
Pembangunan BTS molor, FREN pangkas target pelanggan
http://investasi.kontan.co.id/v2/read/1313114404/75266/Pembangunan-BTS-molor-FREN-pangkas-target-pelanggan
Naik Tajam, BEI Suspensi Saham LPCK
http://pasarmodal.inilah.com/read/detail/1764516/naik-tajam-bei-suspensi-saham-lpck
Transaksi Obligasi Naik 29,03% per Juli 2011
http://pasarmodal.inilah.com/read/detail/1764509/transaksi-obligasi-naik-2903-per-juli-2011
Laba Bersih PTRO Turun 4,86% Jadi US$19,18 Juta
http://pasarmodal.inilah.com/read/detail/1764512/laba-bersih-ptro-turun-486-jadi-us1918-juta
EXCL akan lunasi utang Rp 2,5 triliun
http://investasi.kontan.co.id/v2/read/1313103615/75240/EXCL-akan-lunasi-utang-Rp-25-triliun
Diburu Asing, UNSP Bakal Tembus Rp700
http://pasarmodal.inilah.com/read/detail/1764462/diburu-asing-unsp-bakal-tembus-rp700
Terbitkan Obligasi, Antam Tunjuk Underwriter
http://pasarmodal.inilah.com/read/detail/1764464/terbitkan-obligasi-antam-tunjuk-underwriter
Bangun Pabrik Baru, 'Buy' Saham INTPhttp://pasarmodal.inilah.com/read/detail/1764476/bangun-pabrik-baru-buy-saham-intp
Lepas 10% Saham, 'Hold' ENRG
http://pasarmodal.inilah.com/read/detail/1764474/lepas-10-saham-hold-enrg
Inilah Beberapa Saham Penggerak IHSG Hari Ini
http://pasarmodal.inilah.com/read/detail/1764470/inilah-beberapa-saham-penggerak-ihsg-hari-ini
Inilah Strategi Bermain Saham BUMI
http://pasarmodal.inilah.com/read/detail/1764362/inilah-strategi-bermain-saham-bumi
Produksi CPO LSIP Naik 25,2% di Semester I 2011
http://pasarmodal.inilah.com/read/detail/1764351/produksi-cpo-lsip-naik-252-di-semester-i-2011
Profit Taking BUMI di Rp2.825-2.875
http://pasarmodal.inilah.com/read/detail/1764361/profit-taking-bumi-di-rp2825-2875
CIMB Minat Beli LPPS Dari Pacific Asia Holdings
http://pasarmodal.inilah.com/read/detail/1764448/cimb-minat-beli-lpps-dari-pacific-asia-holdings
Jual Saham Anak Usaha, INDY Ditarget di Rp4.000
http://pasarmodal.inilah.com/read/detail/1764458/jual-saham-anak-usaha-indy-ditarget-di-rp4000
Bandar Bakal Giring Saham EMDE ke Rp250
http://pasarmodal.inilah.com/read/detail/1764459/bandar-bakal-giring-saham-emde-ke-rp250
Watching indy. Clsa nett buy. Another BORN
*DJ Bank Indonesia Official: Hope Regulation On Bank Ownership Limit Will Be Is
GMR Energy To Acquire 30% Stake in Indonesia’s PT Golden Energy
2011-08-12 02:38:56.19 GMT
9:18 AM 8/12 Stocks surged sharply across the board Thursday, with the S&P and Nasdaq wiping out the previous session's losses, as investors snapped up beaten-down sectors. Despite the day's rally, the Dow and S&P are still down more than 2 percent for the week. The blue-chip has alternated between sharp gains and losses over the past eight days and has logged its fourth straight closing change of over 400 points for the first time. Volume was heavy again with the consolidated tape of the NYSE at 6.81 billion shares, while 1.88 billion shares changed hands on the floor. European shares ended higher following news that French President Nicolas Sarkozy and German Chancellor Angela Merkel will meet next Tuesday to discuss the euro zone governance and other international issues.
9:19 AM 8/12 Stocks plunged sharply in the previous session over jitters in the euro zone as investors panicked on rumors that France might lose its AAA rating and that at least one French bank could collapse due to its exposure to Greek and other periphery country sovereign debt. Meanwhile, senior government said that a short-selling ban will be imposed in France and Italy after the European market close, sources told CNBC. Dow. 11143.31. +423.37+3.95% Nasdaq. 2492.68. +111.63+4.69% S&P 500. 1172.64. +51.88. +4.63% FTSE. 5162.83. +155.67+3.11% Dax. 5797.66. +184.24+3.28% CAC40. 3089.66. +86.67. +2.89%. Oil. 85.66. +2.77. +3.34% Gold. 1768.600 -15.700. -0.88% Rupiah. 8535 Euro. 1.4248
9:19 AM 8/12 TLKM. 34.10.+1.23+3.75% Rp7276 ISAT. 32.00 +1.61+5.30% Rp5462 BumiPLC. 875.000 -5.000. -0.568% EIDO. 32.570.+1.960. +6.403% Timah. 23700. +805. +3.52%. Nickel. 21480. +460. +2.19% CPOOct2993RM+56RM+1.91%$1000 Corn. 714.000+25.500+3.70% SoybeanOil.54.580. +0.980. +1.83% Wheat. 733.000 +13.750 +1.91% Coal5 Agt 120.26 vs.120.40(22 Jul)
Trades of the Day... Fundamentally: CIMB mempertahankan rating Indo Tambangraya Megah (ITMG) pada OUTPERFORM dengan target harga Rp60900 berdasarkan 13.1 forward PER. Katalis datang dari ASP yang lebih baik dan eksekusi tambang di Bharinto dan Tandung Mayang. Laba 1H sekitar 42% dari FY11. Kami lebih optimis setelah production recovery dan cash cosh yang mulai turun pada 2Q. CIMB mempertahankan rating Ramayana Lestari (RALS) pada OUTPERFORM dengan target harga Rp1100 berdasarkan 14x target market PER. Katalis kunci adalah penjualan yang lebih baik memasuki bulan Ramadhan. Penjualan July sebesar Rp697bn, +19% yoy, dengan SSG at 15.4%. 7M11 sales +10.9% ke Rp3.3tr, atau sekitar 50% dari FY11 estimate kami. 7M11 SSG rebound ke 5.3% dari 2.9% pada 6M11, atau sudah melewati 5% forecast.
http://pasarmodal.inilah.com/read/detail/1764516/naik-tajam-bei-suspensi-saham-lpck
Transaksi Obligasi Naik 29,03% per Juli 2011
http://pasarmodal.inilah.com/read/detail/1764509/transaksi-obligasi-naik-2903-per-juli-2011
Laba Bersih PTRO Turun 4,86% Jadi US$19,18 Juta
http://pasarmodal.inilah.com/read/detail/1764512/laba-bersih-ptro-turun-486-jadi-us1918-juta
EXCL akan lunasi utang Rp 2,5 triliun
http://investasi.kontan.co.id/v2/read/1313103615/75240/EXCL-akan-lunasi-utang-Rp-25-triliun
Diburu Asing, UNSP Bakal Tembus Rp700
http://pasarmodal.inilah.com/read/detail/1764462/diburu-asing-unsp-bakal-tembus-rp700
Terbitkan Obligasi, Antam Tunjuk Underwriter
http://pasarmodal.inilah.com/read/detail/1764464/terbitkan-obligasi-antam-tunjuk-underwriter
Bangun Pabrik Baru, 'Buy' Saham INTPhttp://pasarmodal.inilah.com/read/detail/1764476/bangun-pabrik-baru-buy-saham-intp
Lepas 10% Saham, 'Hold' ENRG
http://pasarmodal.inilah.com/read/detail/1764474/lepas-10-saham-hold-enrg
Inilah Beberapa Saham Penggerak IHSG Hari Ini
http://pasarmodal.inilah.com/read/detail/1764470/inilah-beberapa-saham-penggerak-ihsg-hari-ini
Inilah Strategi Bermain Saham BUMI
http://pasarmodal.inilah.com/read/detail/1764362/inilah-strategi-bermain-saham-bumi
Produksi CPO LSIP Naik 25,2% di Semester I 2011
http://pasarmodal.inilah.com/read/detail/1764351/produksi-cpo-lsip-naik-252-di-semester-i-2011
Profit Taking BUMI di Rp2.825-2.875
http://pasarmodal.inilah.com/read/detail/1764361/profit-taking-bumi-di-rp2825-2875
CIMB Minat Beli LPPS Dari Pacific Asia Holdings
http://pasarmodal.inilah.com/read/detail/1764448/cimb-minat-beli-lpps-dari-pacific-asia-holdings
Jual Saham Anak Usaha, INDY Ditarget di Rp4.000
http://pasarmodal.inilah.com/read/detail/1764458/jual-saham-anak-usaha-indy-ditarget-di-rp4000
Bandar Bakal Giring Saham EMDE ke Rp250
http://pasarmodal.inilah.com/read/detail/1764459/bandar-bakal-giring-saham-emde-ke-rp250
Watching indy. Clsa nett buy. Another BORN
*DJ Bank Indonesia Official: Hope Regulation On Bank Ownership Limit Will Be Is
GMR Energy To Acquire 30% Stake in Indonesia’s PT Golden Energy
2011-08-12 02:38:56.19 GMT
9:18 AM 8/12 Stocks surged sharply across the board Thursday, with the S&P and Nasdaq wiping out the previous session's losses, as investors snapped up beaten-down sectors. Despite the day's rally, the Dow and S&P are still down more than 2 percent for the week. The blue-chip has alternated between sharp gains and losses over the past eight days and has logged its fourth straight closing change of over 400 points for the first time. Volume was heavy again with the consolidated tape of the NYSE at 6.81 billion shares, while 1.88 billion shares changed hands on the floor. European shares ended higher following news that French President Nicolas Sarkozy and German Chancellor Angela Merkel will meet next Tuesday to discuss the euro zone governance and other international issues.
9:19 AM 8/12 Stocks plunged sharply in the previous session over jitters in the euro zone as investors panicked on rumors that France might lose its AAA rating and that at least one French bank could collapse due to its exposure to Greek and other periphery country sovereign debt. Meanwhile, senior government said that a short-selling ban will be imposed in France and Italy after the European market close, sources told CNBC. Dow. 11143.31. +423.37+3.95% Nasdaq. 2492.68. +111.63+4.69% S&P 500. 1172.64. +51.88. +4.63% FTSE. 5162.83. +155.67+3.11% Dax. 5797.66. +184.24+3.28% CAC40. 3089.66. +86.67. +2.89%. Oil. 85.66. +2.77. +3.34% Gold. 1768.600 -15.700. -0.88% Rupiah. 8535 Euro. 1.4248
9:19 AM 8/12 TLKM. 34.10.+1.23+3.75% Rp7276 ISAT. 32.00 +1.61+5.30% Rp5462 BumiPLC. 875.000 -5.000. -0.568% EIDO. 32.570.+1.960. +6.403% Timah. 23700. +805. +3.52%. Nickel. 21480. +460. +2.19% CPOOct2993RM+56RM+1.91%$1000 Corn. 714.000+25.500+3.70% SoybeanOil.54.580. +0.980. +1.83% Wheat. 733.000 +13.750 +1.91% Coal5 Agt 120.26 vs.120.40(22 Jul)
Trades of the Day... Fundamentally: CIMB mempertahankan rating Indo Tambangraya Megah (ITMG) pada OUTPERFORM dengan target harga Rp60900 berdasarkan 13.1 forward PER. Katalis datang dari ASP yang lebih baik dan eksekusi tambang di Bharinto dan Tandung Mayang. Laba 1H sekitar 42% dari FY11. Kami lebih optimis setelah production recovery dan cash cosh yang mulai turun pada 2Q. CIMB mempertahankan rating Ramayana Lestari (RALS) pada OUTPERFORM dengan target harga Rp1100 berdasarkan 14x target market PER. Katalis kunci adalah penjualan yang lebih baik memasuki bulan Ramadhan. Penjualan July sebesar Rp697bn, +19% yoy, dengan SSG at 15.4%. 7M11 sales +10.9% ke Rp3.3tr, atau sekitar 50% dari FY11 estimate kami. 7M11 SSG rebound ke 5.3% dari 2.9% pada 6M11, atau sudah melewati 5% forecast.
9:21 AM 8/12 RALS juga telah menciptakan fast food outlet mereka yang diberi nama Orange Mart untuk mengincar naiknya pendapatan masyarakat.
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