Laporan & Rumor Saham Indonesia 23-08 (Refresh)

Bloomberg: Clipan Finance Declines to Four-Month Low After Share Sale Plan

Bloomberg: *INDONESIA AUG. INFLATION MAY REACH UP TO 1%, BRODJONEGORO SAYS. *INDONESIA AUG. INFLATION MAY BE DRIVEN BY RICE: BRODJONEGORO

Bloomberg: *AXIATA SAYS 2Q PROFIT BOOSTED BY EARNINGS FROM XL IN INDONESIA

Bloomberg: Bumi Resources Tbk PT Raised to 'Buy' at Kim Eng Securities

Bloomberg: PP London Sumatra Cut to 'Neutral' at CIMB

Bloomberg: Asia Stocks Climb as Exporters Rise on Fed Stimulus Hopes, China

Sempat Labil, IHSG Akhirnya Melesat 40 Poin 
http://finance.detik.com/read/2011/08/23/161015/1709393/6/sempat-labil-ihsg-akhirnya-melesat-40-poin

Hore! Meski Asing Net Sell, IHSG Tetap Naik 1,06%. net foreign sell Rp65,7 miliar
http://pasarmodal.inilah.com/read/detail/1768057/hore-meski-asing-net-sell-ihsg-tetap-naik-106

IHSG masih menghijau dengan lonjakan 1,06% di penutupan sesi II
http://investasi.kontan.co.id/v2/read/1314090686/76073/IHSG-masih-menghijau-dengan-lonjakan-106-di-penutupan-sesi-II

Wow! Cadangan Devisa RI Tembus US$ 124,5 miliar 
http://finance.detik.com/read/2011/08/23/144051/1709277/5/wow-cadangan-devisa-ri-tembus-us--1245-miliar

Kinerja Positif, Saham Semen Bisa Jadi Pilihan
http://pasarmodal.inilah.com/read/detail/1767967/kinerja-positif-saham-semen-bisa-jadi-pilihan

Astra Agro Berhasil Jual 688,89 Rb Ton CPO
http://pasarmodal.inilah.com/read/detail/1768004/astra-agro-berhasil-jual-68889-rb-ton-cpo

Komoditas Dorong Bursa Saham Eropa Reli
http://pasarmodal.inilah.com/read/detail/1768015/komoditas-dorong-bursa-saham-eropa-reli

RUPSLB Eratex Setujui Konversi Utang ke Saham
http://pasarmodal.inilah.com/read/detail/1768005/rupslb-eratex-setujui-konversi-utang-ke-saham

ERTX Harap Raih Penjualan US$16 Juta
http://pasarmodal.inilah.com/read/detail/1768021/ertx-harap-raih-penjualan-us16-juta

PGN Rencana Tambah Kepemilikan di CBM Lematang
http://pasarmodal.inilah.com/read/detail/1767912/pgn-rencana-tambah-kepemilikan-di-cbm-lematang

Dirumorkan bangun pabrik 33.000 ha, saham MASA rebound dari penurunan tajam
http://investasi.kontan.co.id/v2/read/1314089365/76069/Dirumorkan-bangun-pabrik-33.000-ha-saham-MASA-rebound-dari-penurunan-tajam

TCID tunda pemindahan produksi dari Jepang ke Indonesia
http://investasi.kontan.co.id/v2/read/1314088057/76066/TCID-tunda-pemindahan-produksi-dari-Jepang-ke-Indonesia

ROTI targetkan kenaikan kapasitas produksi jadi 1,8 juta potong per hari
http://investasi.kontan.co.id/v2/read/1314086961/76064/ROTI-targetkan-kenaikan-kapasitas-produksi-jadi-18-juta-potong-per-hari

Saham STAR terjaring daftar unusual market activity
http://investasi.kontan.co.id/v2/read/1314089721/76071/Saham-STAR-terjaring-daftar-unusual-market-activity

ETWA:::: RUMORS: China Petroleum & Chemical (Sinopec) is eyeing a stake in Eterindo Wahanatama as part of its plans to expand market to South East Asian region. Talks on the street are that sinopec may buy etwa above IDR700 or equal with a price to book value of 1.9X.

BUMI Siapkan Rp3,9 Triliun Buyback Saham
http://pasarmodal.inilah.com/read/detail/1767884/bumi-siapkan-rp39-triliun-buyback-saham

Harga Sawit Tinggi, Laba London Sumatra Melesat 112,1% 
http://finance.detik.com/read/2011/08/23/104018/1708992/6/harga-sawit-tinggi-laba-london-sumatra-melesat-1121

BORN Temukan Cadangan Baru
http://pasarmodal.inilah.com/read/detail/1767846/born-temukan-cadangan-baru

Laba Bersih Dirilis, Target INDF Rp6.700
http://pasarmodal.inilah.com/read/detail/1767751/laba-bersih-dirilis-target-indf-rp6700

REMINDER::: MYOH akan backdoor listing
MYOH akan melakukan RUPSLB Tgl 30 September 2011, persetujuan penerbitan HMETD, persetujuan pengambilalihan saham PT Sims Jaya Kaltim dgn menggunakan dana hasil penawaran umum terbatas I, persetujuan perubahan kegiatan usaha utama perseroan mjd investasi di bidang usaha pertambangan batu bara dn jasa pertambangan

LSIP 1H NET PROFIT UP 112% TO IDR886.4 BILLION FROM IDR417.8 BILLION

REMINDER::: MYOH akan backdoor listing
MYOH akan melakukan RUPSLB Tgl 30 September 2011, persetujuan penerbitan HMETD, persetujuan pengambilalihan saham PT Sims Jaya Kaltim dgn menggunakan dana hasil penawaran umum terbatas I, persetujuan perubahan kegiatan usaha utama perseroan mjd investasi di bidang usaha pertambangan batu bara dn jasa pertambangan

Multifinance: Clipan Finance Indonesia (CFIN.IJ) will conduct rights issues V of 1.17b shares. The company will also to issue warrant V as a sweetener of 911.15m shares. The rights issue ratio is 20: 9 (new), with offer price of Rp500 per share. Every 9 shares will get 7 free warrants V. The warrant exercise price is Rp550, with exercise period 9 April 2012 – 6 October 2014.

PT Myoh Technology Tbk, a technology information company, plans a back door listing by acquiring coal mining and services PT Sims Jaya Kaltim from Samtan Co Ltd. In an agenda of extraordinary general meeting submitted to Indonesian  Central Securities Depository, Myoh will use proceed from rights issue to support the acquisition. South Korea's company Samtan owns 49% shareholding in coal miner PT Kideco Jaya Agung, which is also 46% owned by PT Indika Energy Tbk and 5% owned by PT Muji Inti Utama. However, there is no clear information about the proceed generated from the rights issue. Sims Jaya Kaltim is one of contractors working for Kideco. Sims Jaya's equity is US$2 million. Samtan has partnered with the US-based company Samchully. Sim Jaya, founded on April 1 2001, is represented by Lim Jae Jung with 528 local and five korean employees. In 2003, the company recorded US$19.19 million revenue and US$1.8 million net profit. Prior to the rights issue, Myoh plans to reverse its outstanding shares. MYOH stocks today surged 14% on the backdoor's plan.

SDRA: 200-260. It is now trading at a p/e ratio of only 4.5X 2011 earnings, far below the small-banking industrial average p/e ratio of 14X. At that average, SDRA should be fairly valued at IDR616. Full year 2011 net profit could rise to exceed IDR110 billion, up 83% from IDR60 billion at the end of 2010 due to higher net interest income and lower cost of funds. Best buy is at any levels below IDR250.

Saham POLY Berpeluang Menuju Rp1.000
http://pasarmodal.inilah.com/read/detail/1767850/saham-poly-berpeluang-menuju-rp1000 

Hari ini, harga emas batangan menembus Rp 576.000 per gram
http://investasi.kontan.co.id/v2/read/1314066723/76007/Hari-ini-harga-emas-batangan-menembus-Rp-576.000-per-gram

Mengepung luar Jawa dengan pabrik roti baru
http://investasi.kontan.co.id/v2/read/1314065982/76004/Mengepung-luar-Jawa-dengan-pabrik-roti-baru

Koreksi Saham Astra Seret IHSG ke Teritori Negatif 
http://finance.detik.com/read/2011/08/23/094037/1708922/6/koreksi-saham-astra-seret-ihsg-ke-teritori-negatif

Laporan dari Singapura
Ekonomi Asia Diprediksi Melambat 0,5% 
http://finance.detik.com/read/2011/08/23/095243/1708944/4/ekonomi-asia-diprediksi-melambat-05

IHSG Hari Ini Akan Fluktuatif dan Cenderung Naik
http://pasarmodal.inilah.com/read/detail/1767855/ihsg-hari-ini-akan-fluktuatif-dan-cenderung-naik

Buyback Saham, 'Maintain Buy' Saham BUMI
http://pasarmodal.inilah.com/read/detail/1767857/buyback-saham-maintain-buy-saham-bumi

Bloomberg: Bumi Plans to Buy Back Shares for as Much as 3.9 Trillion Rupiah

Bloomberg: Multistrada May Form Venture With Japan Investor, Daily Reports

Bloomberg: Sidomulyo Selaras Targets 100% Profit Growth, Bisnis Reports

Jakarta Stocks Poised For Higher Open
http://news.ino.com/headlines/?newsid=82220111155

Indonesia Stocks: Bumi Resources, Bank Danamon, Semen Gresik
http://www.bloomberg.com/news/2011-08-22/indonesia-stocks-bakrie-brothers-danamon-inco-indonesia.html

Inilah Rekomendasi Saham Pilihan Selasa (23/8)
http://pasarmodal.inilah.com/read/detail/1767741/inilah-rekomendasi-saham-pilihan-selasa-238

Rekomendasi Saham
IHSG Mulai Naik Tipis-tipis 
http://finance.detik.com/read/2011/08/23/072824/1708833/6/ihsg-mulai-naik-tipis-tipis

Rekomendasi: Saham apa yang menarik hari ini?
http://www.bisnis.com/articles/rekomendasi-saham-apa-yang-menarik-hari-ini-51

Saham ENRG Terbanyak Dibeli Asing, Senin (22/8)
http://pasarmodal.inilah.com/read/detail/1767714/saham-enrg-terbanyak-dibeli-asing-senin-228

Saham BUMI Terbanyak Dijual Asing, Senin (22/8)
http://pasarmodal.inilah.com/read/detail/1767676/saham-bumi-terbanyak-dijual-asing-senin-228

Perlambatan Ekonomi Eropa Siap Gerogoti Rupiah
http://pasarmodal.inilah.com/read/detail/1767786/perlambatan-ekonomi-eropa-siap-gerogoti-rupiah

Inilah Beda 'Market Crash' 2008 dan 2011
http://pasarmodal.inilah.com/read/detail/1767735/inilah-beda-market-crash-2008-dan-2011

Target Kredit Tercapai, BBKP Melaju Kencang
http://pasarmodal.inilah.com/read/detail/1767841/target-kredit-tercapai-bbkp-melaju-kencang

PTPP Terbitkan MTN senilai Rp150 Miliar
http://pasarmodal.inilah.com/read/detail/1767685/ptpp-terbitkan-mtn-senilai-rp150-miliar

Market Bullish, Harga INDF Rp10.000
http://pasarmodal.inilah.com/read/detail/1767769/market-bullish-harga-indf-rp10000

SSIA jual lahan 200 hektare
http://investasi.kontan.co.id/v2/read/1314063437/75993/SSIA-jual-lahan-200-hektare

GJTL menambah belanja modal untuk kerek kapasitas produksi
http://investasi.kontan.co.id/v2/read/1314062043/75989/GJTL-menambah-belanja-modal-untuk-kerek-kapasitas-produksi

Intiland akan meluncurkan proyek baru di semester II
http://investasi.kontan.co.id/v2/read/1314061168/75988/Intiland-akan-meluncurkan-proyek-baru-di-semester-II

META refinancing utang senilai Rp 750 miliar
http://investasi.kontan.co.id/v2/read/1314059328/75987/META-refinancing-utang-senilai-Rp-750-miliar

Untuk kali pertama, harga emas bertengger di atas US$ 1.900
http://investasi.kontan.co.id/v2/read/1314057717/75982/Untuk-kali-pertama-harga-emas-bertengger-di-atas-US-1.900-

JAKARTA (Dow Jones)--Indonesian gas distributor PT Perusahaan Gas Negara (PGAS.JK) plans this year to spend up to IDR1.5 trillion ($175 million) to acquire stakes in several gas and oil blocks in efforts to fulfil the domestic gas demand, an official at the company said. "We expect to complete acquisitions of minority stakes in two gas and oil companies this year," Investment Planning Director Wachid Sutopo told Dow Jones Newswires late Monday. He didn't name the two companies that are targets of the acquisitions. Sutopo said that his company plans to be more aggressive in looking for possibility to increase its gas supply to domestic customers. Gas Negara distributes and sells 780 million cubic feet a day each year, far  below domestic industrial demand  of 2,700 mmscfd.

*DJ Bank Danamon Target Cut To IDR5100 Vs IDR5700 By Credit Suisse

Palm oil producer PT PP London Sumatra Indonesia Tbk (Lonsum) today reported a 112.14% jump in net profit for the first 6 months of this year as sales rose 51.59%. In the financial statement published today, London Sumatra reported Rp886.26 billion attributable profit in 1H 2011 from Rp417.78 billion in 1H 2010.
Operating profit surged 92.14% to Rp1.06 trillion from Rp550.18 billion, sending a higher margin to 44.54% from 35.12%. London Sumatra's gross profit rose 68.69% to Rp1.27 trillion from Rp750.39 billion, while sales increased 51.59% to Rp2.38 trillion from Rp1.57 trillion.

Trades of the Day...
Fundamentally:
CIMB menurunkan rating sektor plantation dari trading buy menjadi NEUTRAL karena melambatnya momentum pertumbuhan pada 2H11, dengan slowdown memasuki 2012. harga CPO tetap menjadi resiko karena perlambatan ekonomi dunia. Kami menurunkan target PER kami sebesar 12-15%, sehingga memangkas target price sebesar 12-20%. Kami menurunkan rating untuk LSIP, SGRO & BWPT dari outperform menjadi NEUTRAL dengan target harga masing-masing Rp2500, 3600, 1300. Kami mempertahankan rating NEUTRAL untuk AALI dengan target harga Rp23800 dan satu-satunya OUTPERFORM untuk SIMP dengan target harga Rp1600. AALI menghasilkan dividend yield tertinggi sementara SIMP menawarkan yield dan growth prospect.