Monday, September 5, 2011

Laporan & Rumor Saham Indonesia 05-09 (Refresh)

*DJ Bank Rakyat Expects 9-Month Net Profit To Rise By Up To 30% - CEO

IHSG 'Menghijau' Sendirian di Asia 
http://finance.detik.com/read/2011/09/05/160621/1715928/6/ihsg-menghijau-sendirian-di-asia

Asing Net Buy, IHSG Ditutup masih Bisa Naik 0,6%. net foreign buy Rp59,7 miliar
http://pasarmodal.inilah.com/read/detail/1771258/asing-net-buy-ihsg-ditutup-masih-bisa-naik-06

IHSG mampu bertahan hingga penutupan sore dengan kenaikan 0,64%
http://investasi.kontan.co.id/v2/read/1315213925/76632/IHSG-mampu-bertahan-hingga-penutupan-sore-dengan-kenaikan-064

Aset Investor Agustus Turun Jadi Rp2.235,32 T MtM
http://pasarmodal.inilah.com/read/detail/1771257/aset-investor-agustus-turun-jadi-rp223532-t-mtm

Hankook Tire batal caplok 40% saham MASA
http://investasi.kontan.co.id/v2/read/1315211121/76624/Hankook-Tire-batal-caplok-40-saham-MASA

BFIN raih pinjaman maksimal Rp 1 triliun dari BTPN
http://investasi.kontan.co.id/v2/read/1315209525/76622/BFIN-raih-pinjaman-maksimal-Rp-1-triliun-dari-BTPN


KRAS 3Q NET PROFIT MAY RISE BY MORE THAN 80% FROM PREVIOUS QUARTER

PGAS reported a 2Q11 net profit of IDR1.2trn (-45% q-o-q), down mainly on higher costs, dragging its 1H11 net profit to IDR3.3trn, which was below our and consensus expectations. Due to the weaker-than expected results and higher new cost assumptions, we are lowering our FY11-13f net profit by 16%-34%, from which we derive a lower DCF-based target price of IDR3,875. Despite recent regulatory uncertainties, which have dampened sentiment on the share price, we still like PGAS’ solid business model and attractive valuation. Buy maintained.

PT Bank Bukopin Tbk (BBKP) is exploring to propose Rp1 trillion subordinated bonds early next year in a bid to meet its capital requirement and long term financing for expansion.
Finance and Planning Director Tri Joko Prihanto at Bank Bukopin said the bonds will be issued if the economy remains stable and robust, enabling the bank to put down the financing cost.

BKDP WATCH!!!

Penjualan mobil astra selama agustus diprediksi naik lebih dari 28%.

Kelolaan Reksadana Agustus Naik Rp1,45 T MtM
http://pasarmodal.inilah.com/read/detail/1771221/kelolaan-reksadana-agustus-naik-rp145-t-mtm

Khawatir AS Resesi Masih Paksa Bursa Eropa Turun
http://pasarmodal.inilah.com/read/detail/1771216/khawatir-as-resesi-masih-paksa-bursa-eropa-turun

Trust Bidik Laba Bersih Rp20 Miliar
http://pasarmodal.inilah.com/read/detail/1771201/trust-bidik-laba-bersih-rp20-miliar

Sst.. Ada 3-4 BUMN Persiapan IPO
http://pasarmodal.inilah.com/read/detail/1771179/sst-ada-3-4-bumn-persiapan-ipo

SMDM siap minta persetujuan kuasi reorganisasi pada 20 September
http://investasi.kontan.co.id/v2/read/1315205421/76615/SMDM-siap-minta-persetujuan-kuasi-reorganisasi-pada-20-September
 

1st session JCI on 05.09.11
3903.93(+62.20pts)(+1.61%)
(H: 3912.18 ; L:3841.71)
Value:     3.05T (NG 370 B )
Volume:  1.61 B. (NG 150 B )
Foreign Nett Buy:  351 B ..!!!
USD/IDR : 8525

6 MARKET DRIVEN BY SECTOR
FINANCE.            (+2.54%)(850.852 B )
MANUFACTUR(+1.28%)(765.496 B )
INFRASTRUC.  (+2.13%)(549.090 B )
MINING.               (+0.76%)(378.475 B )
TRADE.              (+1.12%)(298.314 B )
PROPERTY.     (+0.76%)(174.837 B )

6 NETT BUY STOCKs BY FOREIGN
BBRI.            @6731.    (132.47 B )
TLKM.         @7493.  (66.28 B )
ASII.             @67725(51.71 B )
ADRO.         @2062.  (46.47 B )
BBCA.          @8162.   (41.46 B )
UNTR.          @24247(27.70 B )

6 NETT SELL STOCKs BY FOREIGN
PGAS.         @2918.   (73.37 B )
BUMI.           @2544.  (27.55 B )
INDF.             @6113.    (25.56 B )
CPIN.            @2711.    (19.77 B )
BMRI.           @6979.  (11.99 B )
ITMG.          @43361. (7.78 B )

8 MOST ACTIVE STOCKS BY VALUE
ASII.            @68300. (+3.25%)
BBRI.           @6850.    (+4.58%)
TLKM.        @7550.    (+4.13%)
BMRI.          @7050.    (+2.92%)
PGAS.        @2900.    (-1.69%)
BBCA.        @8200.    (+2.50%)
ADRO.       @2050.    (+1.23%)
UNTR.        @24400 (+3.39%)

8 MOST ACTIVE STOCKS BY VOLUME
STAR-W.  @93.    (132.023 M )
ENRG.          @194.  (131.784 M )
BKSL.          @300. (125.852 M )
TRAM.        @570. (77.781 M )
PGAS.         @2900 (66.028 M )
LPKR.          @740. (65.471 M )
ADRO.         @2050(54.746 M )
IPOL.            @160.   (52.892 M )

"Have a nice lunch....."

Aksi Borong Saham Angkat IHSG Naik 62 Poin 
http://finance.detik.com/read/2011/09/05/120420/1715661/6/aksi-borong-saham-angkat-ihsg-naik-62-poin

Inflasi Agustus Topang IHSG Sesi I Melesat 1,61%
http://pasarmodal.inilah.com/read/detail/1771154/inflasi-agustus-topang-ihsg-sesi-i-melesat-161

Harga Emas Perhiasan Dorong Inflasi Agustus 0,93% 
http://finance.detik.com/read/2011/09/05/110957/1715596/4/harga-emas-perhiasan-dorong-inflasi-agustus-093

Surplus Perdagangan RI Menipis Jadi US$ 1,36 Miliar Selama Juli 
http://finance.detik.com/read/2011/09/05/115451/1715646/4/surplus-perdagangan-ri-menipis-jadi-us--136-miliar-selama-juli

Akuisisi Tambang, MYOH Rights Issue Rp 529 Miliar 
http://finance.detik.com/read/2011/09/05/113918/1715633/6/akuisisi-tambang-myoh-rights-issue-rp-529-miliar

Wow! Emas Antam Laris 30 Kg per Hari 
http://finance.detik.com/read/2011/09/05/101552/1715537/6/wow-emas-antam-laris-30-kg-per-hari

BPJT pastikan tarif 13 ruas tol naik per September
http://investasi.kontan.co.id/v2/read/1315135496/76548/BPJT-pastikan-tarif-13-ruas-tol-naik-per-September

BRI Belum Akan Tambah Modal Bank Agro
http://economy.okezone.com/read/2011/09/05/278/498726/bri-belum-akan-tambah-modal-bank-agro

Juli, Ekspor RI Tembus USD17,43 Miliar
http://economy.okezone.com/read/2011/09/05/20/498802/juli-ekspor-ri-tembus-usd17-43-miliar

BNI usulkan konversi obligasi rekap ke likuditas
http://www.bisnis.com/articles/bni-usulkan-konversi-obligasi-rekap-ke-likuditas


Wijaya Karya tuntaskan proyek PLTU senilai Rp1,06 triliun
http://www.bisnis.com/articles/wijaya-karya-tuntaskan-proyek-pltu-senilai-rp1-06-triliun

Tiga sekuritas BUMN diminta lepas saham Garuda bersamaan
http://www.bisnis.com/articles/tiga-sekuritas-bumn-diminta-lepas-saham-garuda-bersamaan

Unggul Indah Cahaya percepat pembayaran utang
http://www.bisnis.com/articles/unggul-indah-cahaya-percepat-pembayaran-utang


*DJ Indonesia August CPI +0.93% On Month Vs +0.67% In July
*DJ Indonesia August CPI +4.79% On Year Vs +4.61% In July
*DJ Indonesia August CPI +0.93% On Month Vs +0.67% In July
*DJ Indonesia August Core CPI +5.15% On Year Vs +4.55% In July


BLOOMBERG: *INDONESIA'S JULY EXPORTS RISE 39.6% FROM YEAR EARLIER

IHSG NOW TRADES AT A P/E RATIO OF 15X 2011 EARNINGS AND 12.2X 2012 FORWARD VS ASIA OF 8.3X 2011 AND 7.2X 2012; INDONESIA ROE: 25.5% FOR 2011 AND 26.35 FOR 2012 VS ASIA 17.8% FOR 2011 AND 18/3% FOR 2012; 
INDONESIA HISTORICAL HIGHEST AVERAGE P/E RATIO IS AT 17.9X
IHSG 2011 TARGET 17.9X EPS 250 IS EQUAL WITH 4475 


Inflasi Rendah, IHSG Dibuka Naik 0,73%
http://pasarmodal.inilah.com/read/detail/1771109/inflasi-rendah-ihsg-dibuka-naik-073

Anak Usaha WAPO Ajukan PKPU ke LPEI
http://pasarmodal.inilah.com/read/detail/1771106/anak-usaha-wapo-ajukan-pkpu-ke-lpei


Bangun Pabrik Amonium Nitrat, Speculative Buy BNBR
http://pasarmodal.inilah.com/read/detail/1771104/bangun-pabrik-amonium-nitrat-speculative-buy-bnbr

Jajaki Akuisisi Tambang Batubara, Buy SMGR
http://pasarmodal.inilah.com/read/detail/1771105/jajaki-akuisisi-tambang-batubara-buy-smgr

Kolom Aidil Akbar
Membedah Prospek Investasi Emas
http://finance.detik.com/read/2011/09/05/074558/1715433/722/membedah-prospek-investasi-emas

Saham BULL meroket setelah dikabarkan tengah menjadi incaran BIPI
http://investasi.kontan.co.id/v2/read/1315191469/76582/Saham-BULL-meroket-setelah-dikabarkan-tengah-menjadi-incaran-BIPI

Digosipkan tengah dilirik investor Jepang, saham BSIM melaju pasti di zona hijau
http://investasi.kontan.co.id/v2/read/1315190860/76579/Digosipkan-tengah-dilirik-investor-Jepang-saham-BSIM-melaju-pasti-di-zona-hijau


BLOOMBERG: *BUANA LISTYA RISES MOST IN A MONTH AFTER STAKE PURCHASE REPORT

BLOOMBERG: *PALM OIL GAINS AS MUCH AS 0.3%, REVERSING EARLIER LOSS

Bloomberg: Benakat Plans to Buy 10% Stake in Buana Listya, Daily Reports

Bloomberg: Semen Gresik May Boost Cement Output to 23 Mln Tons, Daily Says

Bloomberg: Good Opportunity to Buy Asian Stocks, NTAsian’s Ng Says

BLOOMBERG: *WOORI EYES INDONESIA, THAILAND, CHINA FOR OVERSEAS EXPANSION

Bloomberg: Good Time to Buy Stocks for Long Run, HSBC Says

Bloomberg: UBS Sees Asia Stocks Rising 13% by Year-End

Benakat, Buana Listya, Semen Gresik: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-09-05/benakat-buana-listya-semen-gresik-indonesia-equity-preview.html


Inilah Saham Pilihan Senin (5/9)
http://pasarmodal.inilah.com/read/detail/1770966/inilah-saham-pilihan-senin-59

Rekomendasi Saham
IHSG Dikepung Pelemahan Bursa Regional
http://finance.detik.com/read/2011/09/05/081836/1715444/6/ihsg-dikepung-pelemahan-bursa-regional


Inflasi Agustus diprediksi 0,85%
http://www.bisnis.com/articles/inflasi-agustus-diprediksi-0-85-percent

Merjer Matahari dan Meadow Diputus 26 September
http://pasarmodal.inilah.com/read/detail/1771093/merjer-matahari-dan-meadow-diputus-26-september

Diburu Fund Manager, Cermati Saham TBIG
http://pasarmodal.inilah.com/read/detail/1771087/diburu-fund-manager-cermati-saham-tbig

Dibidik Investor Jepang, BSIM Menuju Rp500
http://pasarmodal.inilah.com/read/detail/1771086/dibidik-investor-jepang-bsim-menuju-rp500

Saham Sektor Perbankan Jadi Incaran Asing
http://pasarmodal.inilah.com/read/detail/1770902/saham-sektor-perbankan-jadi-incaran-asing

Investor Cari Aset Aman, Dolar Menguat
http://pasarmodal.inilah.com/read/detail/1771097/investor-cari-aset-aman-dolar-menguat

Awal Pekan, Bursa Asia Dibuka Tenggelam
http://pasarmodal.inilah.com/read/detail/1771084/awal-pekan-bursa-asia-dibuka-tenggelam

Pascalibur, Pilih Saham yang Terkoreksi
http://pasarmodal.inilah.com/read/detail/1770798/pascalibur-pilih-saham-yang-terkoreksi

MIRA&Tuscany Wajib Sampaikan Paparan ke Bapepam
http://pasarmodal.inilah.com/read/detail/1770919/miratuscany-wajib-sampaikan-paparan-ke-bapepam

Krisis AS Bisa Ciptakan 'Bubble' di Pasar Modal
http://pasarmodal.inilah.com/read/detail/1770732/krisis-as-bisa-ciptakan-bubble-di-pasar-modal

Analis: 'Bubble' di Pasar Modal tak Beralasan
http://pasarmodal.inilah.com/read/detail/1770753/analis-bubble-di-pasar-modal-tak-beralasan

Charoen Cari Utang US$200 Juta
http://pasarmodal.inilah.com/read/detail/1770778/charoen-cari-utang-us200-juta

September, Bulan Terburuk Pasar Saham?
http://pasarmodal.inilah.com/read/detail/1770465/september-bulan-terburuk-pasar-saham

10 Peristiwa yang Menekan Pasar Selama Agustus
http://pasarmodal.inilah.com/read/detail/1770434/10-peristiwa-yang-menekan-pasar-selama-agustus

Inilah 5 Pemicu Bullish Pasar Selanjutnya (2)
http://pasarmodal.inilah.com/read/detail/1769855/inilah-5-pemicu-bullish-pasar-selanjutnya-2

DireksiBULL Tak Lakukan Transaksi di Psr Negoisasi
http://pasarmodal.inilah.com/read/detail/1770978/direksibull-tak-lakukan-transaksi-di-psr-negoisasi

JSMR Belum Akan Lunasi Utang pada Semester Kedua
http://pasarmodal.inilah.com/read/detail/1770970/jsmr-belum-akan-lunasi-utang-pada-semester-kedua

Anak usaha PLN bersiap-siap IPO
http://investasi.kontan.co.id/v2/read/1315185198/76564/Anak-usaha-PLN-bersiap-siap-IPO

Sidomulyo kejar kontrak US$ 3 juta
http://investasi.kontan.co.id/v2/read/1315183800/76562/Sidomulyo-kejar-kontrak-US-3-juta

BNBR akan bangun pabrik bahan peledak
http://investasi.kontan.co.id/v2/read/1315183200/76560/BNBR-akan-bangun-pabrik-bahan-peledak

Sebanyak 30 emiten ingin kuasi reorganisasi
http://investasi.kontan.co.id/v2/read/1315182600/76558/Sebanyak-30-emiten-ingin-kuasi-reorganisasi

REKOMENDASI SAHAM
Terjepit, tapi masih layak dikoleksi
http://investasi.kontan.co.id/v2/read/1315180800/76554/Terjepit-tapi-masih-layak-dikoleksi

PROYEKSI IHSG
Analis: Pekan depan, IHSG berpeluang dibuka menghijau
http://investasi.kontan.co.id/v2/read/1315107959/76531/Analis-Pekan-depan-IHSG-berpeluang-dibuka-menghijau

Khawatir permintaan melemah, harga minyak melorot ke level US$ 86,45 per barel
http://investasi.kontan.co.id/v2/read/1315016285/76518/Khawatir-permintaan-melemah-harga-minyak-melorot-ke-level-US-8645-per-barel-

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