Thursday, August 25, 2011

Laporan & Rumor Saham Indonesia 25-08 (Refresh)

Aksi Jual, Paksa IHSG Ditutup Turun 0,07%
http://pasarmodal.inilah.com/read/detail/1768840/aksi-jual-paksa-ihsg-ditutup-turun-007

Investor Hati-hati, IHSG Terkoreksi. Net foreign sell Rp 317 miliar
http://pasarmodal.inilah.com/read/detail/1768849/investor-hati-hati-ihsg-terkoreksi

Koreksi Saham Tambang 'Geser' IHSG ke Zona Merah 
http://finance.detik.com/read/2011/08/25/160833/1711189/6/koreksi-saham-tambang-geser-ihsg-ke-zona-merah

Aksi buang CPIN, PGAS, dan UNVR menggerus indeks di sesi sore
http://investasi.kontan.co.id/v2/read/1314265248/76261/Aksi-buang-CPIN-PGAS-dan-UNVR-menggerus-indeks-di-sesi-sore

Saham PGAS Teraktif Diperdagangkan Kamis (25/8)
http://pasarmodal.inilah.com/read/detail/1768864/saham-pgas-teraktif-diperdagangkan-kamis-258

Rupiah Anjlok, BI Intervensi US$200 Juta
http://pasarmodal.inilah.com/read/detail/1768868/rupiah-anjlok-bi-intervensi-us200-juta

Agustus, Pertumbuhan Kredit Perbankan Tembus 24,45%
http://economy.okezone.com/read/2011/08/25/320/496332/agustus-pertumbuhan-kredit-perbankan-tembus-24-45

Proyek INDY Diharap Berproduksi Kuartal I-2012
http://economy.okezone.com/read/2011/08/25/278/496079/proyek-indy-diharap-berproduksi-kuartal-i-2012

Data AS Membaik, Bursa Asia Terangkat
http://pasarmodal.inilah.com/read/detail/1768862/data-as-membaik-bursa-asia-terangkat

DSSA Dirikan DSSP Power Sumsel
http://pasarmodal.inilah.com/read/detail/1768835/dssa-dirikan-dssp-power-sumsel

BISI Raup Laba Bersih Rp80,57 Miliar
http://pasarmodal.inilah.com/read/detail/1768828/bisi-raup-laba-bersih-rp8057-miliar

Wow! Laba Bersih Citra Tubindo Naik 584,25%
http://pasarmodal.inilah.com/read/detail/1768772/wow-laba-bersih-citra-tubindo-naik-58425

Agus Marto Waspada 30% Surat Utang RI Dikuasai Asing 
http://finance.detik.com/read/2011/08/25/171022/1711353/4/agus-marto-waspada-30-surat-utang-ri-dikuasai-asing

JCRA naikkan peringkat Indonesia, mayoritas yield SBN bergerak turun
http://investasi.kontan.co.id/v2/read/1314261035/76251/JCRA-naikkan-peringkat-Indonesia-mayoritas-yield-SBN-bergerak-turun

Ekspor Malaysia surut, harga CPO kian melorot
http://investasi.kontan.co.id/v2/read/1314256018/76245/Ekspor-Malaysia-surut-harga-CPO-kian-melorot

Harga jual timah naik, laba bersih TINS melonjak 114%
http://investasi.kontan.co.id/v2/read/1314252143/76240/Harga-jual-timah-naik-laba-bersih-TINS-melonjak-114 


By Scott Lanman and Craig Torres
Aug. 25 (Bloomberg) -- Federal Reserve Chairman Ben S. Bernanke tomorrow may disappoint stock investors betting on a commitment to step up stimulus. He has little choice, given rising consumer prices and a U.S. economy that is still growing.


BLOOMBERG: *UBS CUTS RUPIAH FORECAST TO 8,800 FROM 8,500. *UBS CUTS RUPIAH FORECAST TO 8,800 FROM 8,500

BLOOMBERG: *INDONESIA SAID TO PLAN TO SELL $1 BILLION OF ISLAMIC BONDS

Bloomberg: Indonesia Doesn’t See Urgent Need to Adjust Rate, Ministry Says


Buyback Bumi Lebih Tinggi 42,85% dari Harga Wajar
by Indonesia Finance Today
JAKARTA (IFT) - PT Bumi Resources Tbk (BUMI) berencana membeli kembali (buyback) sebesar-besarnya 780 juta saham atau 3,75% dari total saham beredar dengan harga maksimal Rp 5.000 per saham. Harga pembelian kembali ini lebih tinggi 42,85% dari harga wajar saham perseroan, menurut Departemen Riset IFT. Berdasarkan harga penutupan Selasa sebesar Rp 2.650, saham Bumi diperdagangkan pada price to earning ratio (PER) sebesar 11,9 kali. Perhitungan PER yang disetahunkan ini menggunakan laba bersih per saham (earning per share/EPS) semester I yang setara dengan Rp 109,65 (kurs Rp 8.500 per dolar Amerika Serikat). Dengan membandingkan PER Indeks Harga Saham Gabungan (IHSG) yang di kisaran 16 kali, harga wajar saham Bumi berkisar Rp 3.500. Dengan begitu, harga buyback yang diajukan perseroan lebih tinggi 42,85% dari harga wajar dan 88,68% di atas harga pasar. Dileep Srivastava, Direktur dan Sekretaris Perusahaan Bumi Resources, mengatakan berdasarkan performa keuangan sampai semester I 2011, harga buyback ada di kisaran Rp 5.000 per saham sehingga total nilai 


CITIGROUP:
Indonesian Strategy: Global Market Volatility Provides Opportunity
Not 2008, we see upside — Despite bearishness about the global economy, we believe Indonesia’s domestic-driven economy will show resilience. Its exports as a share of GDP are one of the lowest in Asia, with net exports at just 2% of GDP. Its economy and stock market are in a much better shape now than they were in 2008. Our Indonesia universe is trading on a 2012E P/E of 11.9x, slightly below its 5-year mean. Our bottom-up approach indicates a JCI index target of 4,700.

COWL: 2011 NET PROFIT COULD RISE BY 614% TO IDR60 BILLION (EPS: IDR79.4) FROM IDR8.4 BILLION AT THE END OF 2010. nOW TRADES AT P/E RATIO OF 3.46x 2011 EARNINGS, FAR BELOW PROPERTY AVERAGE P/E RATIO OF 14x. AT THAT AVERAGE, COWL MAY BE FAIRLY VALUED AT  14x IDR79.4 OR IDR1,110. 

Aug. 25 (Bloomberg) -- Federal Reserve Chairman Ben S. Bernanke tomorrow may disappoint stock investors betting on a commitment to step up stimulus. He has little choice, given rising consumer prices and a U.S. economy that is still growing. Gasoline costs are 33 percent higher, consumer inflation is twice as fast and inflation expectations are above levels since Bernanke signaled more easing a year ago at the annual Fed symposium in Jackson Hole, Wyoming. While the U.S. expansion has slowed, the Chicago Fed’s index of 85 economic indicators improved in July for a third month on gains in production. 


PGAS DIRECTOR WAHID SUTOPO SAID PGAS HAS NO PLAN TO ISSUE RIGHTS SHARES. SUTOPO SAID PGAS CASH IN HANDS NOW IDR12 TRILLION.

Bloomberg: *INDONESIA 3Q GDP MAY GROW AT LEAST 6.5%, MARTOWARDOJO SAYS

Indonesia Stocks: Bisi, International Nickel, Multistrada Arah
http://www.bloomberg.com/news/2011-08-25/indonesia-stocks-bisi-international-nickel-multistrada-arah.html

Pemain Lokal Bertahan, IHSG Sesi I Tetap Positif. Foreign net sell Rp 137 Miliar
http://pasarmodal.inilah.com/read/detail/1768713/pemain-lokal-bertahan-ihsg-sesi-i-tetap-positif

Aksi Ambil Untung Bikin IHSG Cuma Naik 8 Poin 
http://finance.detik.com/read/2011/08/25/120642/1710949/6/aksi-ambil-untung-bikin-ihsg-cuma-naik-8-poin

UNSP dikabarkan dapat komitmen pinjaman US$ 190 juta dari dua bank
http://investasi.kontan.co.id/v2/read/1314246167/76230/UNSP-dikabarkan-dapat-komitmen-pinjaman-US-190-juta-dari-dua-bank

Perbankan dan Astra untuk Sesi Dua
http://pasarmodal.inilah.com/read/detail/1768700/perbankan-dan-astra-untuk-sesi-dua

PIP Kucuri Anak Usaha CMNP Rp95 Miliar
http://pasarmodal.inilah.com/read/detail/1768689/pip-kucuri-anak-usaha-cmnp-rp95-miliar

Beban Operasi Naik, Laba Bank Ekonomi Anjlok 45% ke Rp 173 Miliar 
http://finance.detik.com/read/2011/08/25/111511/1710876/5/beban-operasi-naik-laba-bank-ekonomi-anjlok-45-ke-rp-173-miliar


Bloomberg: Bakrie Sumatera Said to Attract Another 2 Banks to Loan Facility

Naik 378,95%, BEI Suspensi Saham DKFT
http://pasarmodal.inilah.com/read/detail/1768667/naik-37895-bei-suspensi-saham-dkft

Batal jual 40% saham, MASA tergerus tajam
http://investasi.kontan.co.id/v2/read/1314243545/76223/Batal-jual-40-saham-MASA-tergerus-tajam

Setuju beli saham Tanindo Subur, BISI melaju 3,3%
http://investasi.kontan.co.id/v2/read/1314242378/76220/Setuju-beli-saham-Tanindo-Subur-BISI-melaju-33

BRI Akuisisi Remittance di Hongkong
http://pasarmodal.inilah.com/read/detail/1768661/bri-akuisisi-remittance-di-hongkong

Berlipat Ganda, Laba Timah Capai Rp 688 Miliar 
http://finance.detik.com/read/2011/08/25/103653/1710809/6/berlipat-ganda-laba-timah-capai-rp-688-miliar
 

Bloomberg: Bisi International Gains Most in Two Weeks After Stake Purchase. Bisi International Agrees to Buy 46% Tanindo Subur Prima Stake

Bloomberg: Multistrada Drops, Second-Biggest Decliner, After Sale Report. Multistrada Cancels Its Plan to Sell 40% Stake, Bisnis Reports

Bloomberg: Palm Oil Falls as Much as 0.4% to 3,024 Ringgit a Metric Ton

Bloomberg: Timah’s First-Half Net Income Gains to 689 Billion Rupiah

Bloomberg. Indika Plans to Sell Stake in Petrosea Next Month, Bisnis Says

Sentimen Global Dorong IHSG Dibuka Naik 0,52%
http://pasarmodal.inilah.com/read/detail/1768645/sentimen-global-dorong-ihsg-dibuka-naik-052

Inilah Saham-saham Pendongkrak IHSG Hari Ini
http://pasarmodal.inilah.com/read/detail/1768633/inilah-saham-saham-pendongkrak-ihsg-hari-ini

IHSG 'Disemangati' Bursa Global 
http://finance.detik.com/read/2011/08/25/082041/1710726/6/ihsg-disemangati-bursa-global

IHSG Hari Ini Bakal Menguat Ikuti Global
http://pasarmodal.inilah.com/read/detail/1768632/ihsg-hari-ini-bakal-menguat-ikuti-global

INILAH.COM, Jakarta - Saham PT Perdana Gapuraprima Tbk (GPRA) berpotensi untuk terkerek ke level Rp400-500 dalam jangka pendek. Berdasarkan kabar yang berhenbus di pasar, perseroan dan BUMD properti akan menggarap proyek superblok di Jakarta Timur. Selain itu, dikabarkan sindikasi perbankan siap mendukung ekspansi perseroan tahun ini. Pada perdagangan kemarin, saham GPRA ditutup naik Rp2 ke level Rp132.

INILAH.COM, Jakarta - Bandar kabarnya sedang memburu saham PT Bank Victoria International Tbk (BVIC) terkait kabar perseroan menjadi target akuisisi Standar Chartered Bank. Dikabarkan, harga yang ditawarkan cukup premium, yaitu di harga Rp200-300 per saham. Selain itu, perusahaan finansial lain juga dikabarkan turut menjajaki saham perseroan. Pada perdagangan kemarin, saham BVIC ditutup naik Rp3 ke level Rp146.

Tips Bijak Main Saham Jelang Lebaran
http://pasarmodal.inilah.com/read/detail/1768544/tips-bijak-main-saham-jelang-lebaran

Setujui Kredit, BBNI Dapat Jaminan Saham IPI
http://pasarmodal.inilah.com/read/detail/1768536/setujui-kredit-bbni-dapat-jaminan-saham-ipi

Inilah Menu Saham Pilihan Kamis (25/8)
http://pasarmodal.inilah.com/read/detail/1768554/inilah-menu-saham-pilihan-kamis-258

IHSG Koreksi, Saat Tepat untuk Masuk
http://pasarmodal.inilah.com/read/detail/1768555/ihsg-koreksi-saat-tepat-untuk-masuk

JLU menyatakan belum ada kesepakatan terkait rencana pelepasan saham GIAA
http://investasi.kontan.co.id/v2/read/1314234772/76200/JLU-menyatakan-belum-ada-kesepakatan-terkait-rencana-pelepasan-saham-GIAA

Indikasi permintaan bakal naik, minyak rebound di pasar Asia
http://investasi.kontan.co.id/v2/read/1314234625/76198/Indikasi-permintaan-bakal-naik-minyak-rebound-di-pasar-Asia-

Emas akhirnya catatkan penurunan terbesar selama 18 bulan terakhir
http://investasi.kontan.co.id/v2/read/1314204637/76194/Emas-akhirnya-catatkan-penurunan-terbesar-selama-18-bulan-terakhir

Seluruh segmen bisnis bertumbuh, MAIN cetak kenaikan laba bersih 57%
http://investasi.kontan.co.id/v2/read/1314183456/76179/Seluruh-segmen-bisnis-bertumbuh-MAIN-cetak-kenaikan-laba-bersih-57-

Genjot penjualan, TRIO jadi distributor resmi produk Hewlett-Packard
http://investasi.kontan.co.id/v2/read/1314177622/76172/Genjot-penjualan-TRIO-jadi-distributor-resmi-produk-Hewlett-Packard

Digosipkan banting setir, saham MYOH terbang ke level tertinggi enam tahun
http://investasi.kontan.co.id/v2/read/1314175324/76167/Digosipkan-banting-setir-saham-MYOH-terbang-ke-level-tertinggi-enam-tahun-

Central Omega berencana terbitkan 983,736 juta saham baru
http://investasi.kontan.co.id/v2/read/1314174948/76166/Central-Omega-berencana-terbitkan-983736-juta-saham-baru

Pertumbuhan memuaskan, PVP enggan lepas MASA
http://investasi.kontan.co.id/v2/read/1314174942/76165/Pertumbuhan-memuaskan-PVP-enggan-lepas-MASA


Heavy equipment distributor PT Intraco Penta Tbk, that was founded by Halex Halim, is scouting a coal acquisition with the valuation above US$200 million.
Intraco Penta President Director Petrus Halim said the target coal company may have valuation higher than Intraco's market capitalization which is now about US$200 million.

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