Laporan & Rumor Saham Indonesia 08-09 (Refresh)

Terhambat Profit Taking, IHSG Cuma Naik 3 Poin 
http://finance.detik.com/read/2011/09/08/160845/1718390/6/terhambat-profit-taking-ihsg-cuma-naik-3-poin

Asing Bawa IHSG Bertahan di Level 4.005. Net foreign buy Rp545,5 miliar
http://pasarmodal.inilah.com/read/detail/1772324/asing-bawa-ihsg-bertahan-di-level-4005

Pergerakan liar indeks berakhir di level 4.005,39
http://investasi.kontan.co.id/v2/read/1315473722/76956/Pergerakan-liar-indeks-berakhir-di-level-4.00539

Waspada Krisis, BI Rate Ditahan 6,75%
http://finance.detik.com/read/2011/09/08/135809/1718244/5/waspada-krisis-bi-rate-ditahan-675

Kredit Perbankan Tumbuh 24,2% 
http://finance.detik.com/read/2011/09/08/143523/1718286/5/kredit-perbankan-tumbuh-242

HEXA bagi dividen US$ 17 juta
http://investasi.kontan.co.id/v2/read/1315472696/76952/HEXA-bagi-dividen-US-17-juta

Tol Jasa Marga Dipakai 3,42 Juta Kendaraan Selama Mudik 
http://finance.detik.com/read/2011/09/08/153001/1718350/4/tol-jasa-marga-dipakai-342-juta-kendaraan-selama-mudik

Wah! 3 Calon Investor Bank Mutiara Gugur
http://pasarmodal.inilah.com/read/detail/1772236/wah-3-calon-investor-bank-mutiara-gugur

Sari Roti Proyeksikan Penjualan Naik 25%
http://pasarmodal.inilah.com/read/detail/1772266/sari-roti-proyeksikan-penjualan-naik-25

EXCL akan Refinancing Utang hingga Rp1,46 Triliun
http://pasarmodal.inilah.com/read/detail/1772283/excl-akan-refinancing-utang-hingga-rp146-triliun

HEXA Jual Alat Berat Capai US$115 Juta
http://pasarmodal.inilah.com/read/detail/1772333/hexa-jual-alat-berat-capai-us115-juta

Ekonomi Global Melambat, Rupiah Tiarap
http://pasarmodal.inilah.com/read/detail/1772342/ekonomi-global-melambat-rupiah-tiarap

Saham MRAT Teraktif Diperdagangkan Kamis (8/9)
http://pasarmodal.inilah.com/read/detail/1772343/saham-mrat-teraktif-diperdagangkan-kamis-89

Kelola Hotel di Bali, APLN Tunjuk Grup Marriott
http://pasarmodal.inilah.com/read/detail/1772369/kelola-hotel-di-bali-apln-tunjuk-grup-marriott

BLOOMBERG: Indonesia Interest Rate Unchanged at 6.75% as Expected *BANK INDONESIA ANNOUNCES LOWER RANGE FOR INTERBANK LENDING RATE. *BANK INDONESIA FORECASTS 2011 INFLATION AT 4%-6%.*BANK INDONESIA FORECASTS 2011 INFLATION AT 4%-6%.*BANK INDONESIA FORECASTS Q3 GDP GROWTH OF 6.6% ON YEAR. *BANK INDONESIA FOREX RESERVES AT $124.6 BLN AS OF AUGUST. *RUPIAH APPRECIATION LIKELY TO CONTINUE, CENTRAL BANK SAYS. *EXCESS LIQUIDITY, RISK PERCEPTION TO BOOST CAPITAL INFLOW. *BANK INDONESIA EXPECTS CONTINUED CAPITAL ONFLOW INTO INDONESIA.

Astra International: August 2W Sales to Contract 10-15% MoM
The Association of Indonesia Motorcycle Industry (AISI) estimates August 2W sales to contract 10-15% due to shorter working month and fasting season. Assuming August sales at 660k units (-10% YoY), Indonesia’s aggregate 2W sales is estimated at 5.5 mn units (+10% YoY), in-line with AISI’s 2011 target of 8.2-8.4 mn units. While September number is also expected to be weak, given week-long Hari Raya holidays, AISI believes producers will be ramping up production and sales in 4Q11. (credit suisse)
 
Jadwal hari ini: BI Rate, Bank of England & European Central Bank Meeting, Jobless Claims & Pidato Presiden Obama di hadapan Kongress AS 

Sesi I
Sempat Jatuh, IHSG Bangkit Lagi 17 Poin 
http://finance.detik.com/read/2011/09/08/120640/1718100/6/sempat-jatuh-ihsg-bangkit-lagi-17-poin

Asing Tetap Dukung IHSG Sesi I Naik 0,43%. net foreign buy Rp232,7
http://pasarmodal.inilah.com/read/detail/1772227/asing-tetap-dukung-ihsg-sesi-i-naik-043

Setelah sempat tertekan, indeks berhasil pulihkan kekuatan di sesi I
http://investasi.kontan.co.id/v2/read/1315458587/76919/Setelah-sempat-tertekan-indeks-berhasil-pulihkan-kekuatan-di-sesi-I

Pilih Saham Bakrie, Infrastruktur dan Properti
http://pasarmodal.inilah.com/read/detail/1772224/pilih-saham-bakrie-infrastruktur-dan-properti

Inilah Ranking ROTI Versi Majalah Forbes
http://pasarmodal.inilah.com/read/detail/1772213/inilah-ranking-roti-versi-majalah-forbes

DSSA Jual 30% Saham Golden Energy ke GMR
http://pasarmodal.inilah.com/read/detail/1772198/dssa-jual-30-saham-golden-energy-ke-gmr

Lebaran, EXCL Catatkan Kenaikan Layanan SMS&Data
http://pasarmodal.inilah.com/read/detail/1772185/lebaran-excl-catatkan-kenaikan-layanan-smsdata

TRAM akan Beli CB Awesome Coal
http://pasarmodal.inilah.com/read/detail/1772158/tram-akan-beli-cb-awesome-coal

Saham RMBA melesat setelah BAT lepas saham ke UBS
http://investasi.kontan.co.id/v2/read/1315455267/76914/Saham-RMBA-melesat-setelah-BAT-lepas-saham-ke-UBS

Pastikan lepas ADMG, saham GJTL sempat melesat ke level tertinggi dalam sebulan
http://investasi.kontan.co.id/v2/read/1315453573/76910/Pastikan-lepas-ADMG-saham-GJTL-sempat-melesat-ke-level-tertinggi-dalam-sebulan

KUALA LUMPUR (Dow Jones)--Cash tin at the Kuala Lumpur tin market closed at US$24,300 a metric ton Thursday, up US$700 from the previous day. Traded volume totaled 74 tons.

GDST NOW TRADES AT A P/E RATIO OF 6.5X 2011 EARNINGS; NINE-MONTH NET PROFIT MAY BE AT IDR 160 BILLION VS JPRS OF IDR51 BILLION; STATUS STRONG BUY; FAIR VALUE IDR250 ON P/E RATIO OF 10X VS ASIAN RIVALS OF 14X

BLOOMBERG: British American Tobacco Sells Stake in Indonesia’s Bentoel

Bloomberg: Gajah Tunggal Gains to One-Month High After Stake Sale Report

Bentoel, Gajah Tunggal, Medco Energi: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-09-08/bentoel-gajah-tunggal-medco-energi-indonesia-equity-preview.html

Survei: Fund Manager Masih Andalkan Saham
http://pasarmodal.inilah.com/read/detail/1772165/survei-fund-manager-masih-andalkan-saham

Waspadai Beberapa Saham Jenuh Beli
http://pasarmodal.inilah.com/read/detail/1772175/waspadai-beberapa-saham-jenuh-beli

IHSG Dibuka masih Naik 0,35%
http://pasarmodal.inilah.com/read/detail/1772167/ihsg-dibuka-masih-naik-035

APEI Dukung Penerapan Pre Closing
http://pasarmodal.inilah.com/read/detail/1772173/apei-dukung-penerapan-pre-closing

Benakat Mining, Anak Usaha BIPI Terbitkan MEB
http://pasarmodal.inilah.com/read/detail/1772162/benakat-mining-anak-usaha-bipi-terbitkan-meb

Imbauan pelarangan ekspor emas membuat saham ANTM bergerak fluktuatif
http://investasi.kontan.co.id/v2/read/1315451409/76903/Imbauan-pelarangan-ekspor-emas-membuat-saham-ANTM-bergerak-fluktuatif

Transaksi pagi, saham ASII mengambang antara zona hijau dan merah
http://investasi.kontan.co.id/v2/read/1315452547/76909/Transaksi-pagi-saham-ASII-mengambang-antara-zona-hijau-dan-merah

Pemegang saham talangi seluruh belanja modal POLY
http://investasi.kontan.co.id/v2/read/1315447815/76896/Pemegang-saham-talangi-seluruh-belanja-modal-POLY

Indofood Tentukan Pengganti Peter Kradolfer Tahun Depan 
http://finance.detik.com/read/2011/09/08/100529/1717958/6/indofood-tentukan-pengganti-peter-kradolfer-tahun-depan

Bapepam: Sanksi 'Kongkalingkong' IPO KS Sudah Tepat 
http://finance.detik.com/read/2011/09/08/095325/1717952/6/bapepam-sanksi-kongkalingkong-ipo-ks-sudah-tepat

Bloomberg:     Palm Oil Falls as Much as 0.6% to 3,025 Ringgit a Metric Ton

Bloomberg: MSCI Asia Pac Index Pares Gain to 0.1% as U.S Futures Drop

Bloomberg: BAT Sells 13.3% Stake in Bentoel To UBS AG, Daily Reports

Bloomberg: FX: Stay Overweight in Most Asian Currencies: Standard Chartered

Bloomberg: Gajah Tunggal Plans to Sell 26% Stake in Polychem, Bisnis Says

Bloomberg: Copper Rises Most in a Week on Peru, Indonesia Labor Disputes

Inilah Rekomendasi Saham Pilihan Kamis (8/9)
http://pasarmodal.inilah.com/read/detail/1772060/inilah-rekomendasi-saham-pilihan-kamis-89

IHSG Masih akan Menguat Jangka Pendek
http://pasarmodal.inilah.com/read/detail/1772153/ihsg-masih-akan-menguat-jangka-pendek

Rekomendasi Saham
Bursa Global Menguat, IHSG Mantap di Level 4.000 
http://finance.detik.com/read/2011/09/08/073237/1717871/6/bursa-global-menguat-ihsg-mantap-di-level-4000

IHSG Bakal Kukuhkan Diri di Level 4.000
http://economy.okezone.com/read/2011/09/08/278/500084/ihsg-bakal-kukuhkan-diri-di-level-4-000

REKOMENDASI: Indeksi diprediksi menguat, beli saham apa?
http://www.bisnis.com/articles/rekomendasi-indeksi-diprediksi-menguat-beli-saham-apa

Sell on Strength BUMI di Rp2.875-2.900
http://pasarmodal.inilah.com/read/detail/1772061/sell-on-strength-bumi-di-rp2875-2900

Saham MITI Buka Jalan ke Level Rp100
http://pasarmodal.inilah.com/read/detail/1772146/saham-miti-buka-jalan-ke-level-rp100

Sst.. Saham BUDI Siap ke Rp600
http://pasarmodal.inilah.com/read/detail/1772141/sst-saham-budi-siap-ke-rp600

Bursa Asia Lanjutkan Penguatan
http://pasarmodal.inilah.com/read/detail/1772144/bursa-asia-lanjutkan-penguatan

Investor Jangan Main Saham BUMI Dulu
http://pasarmodal.inilah.com/read/detail/1772068/investor-jangan-main-saham-bumi-dulu

Inilah Daftar 'Top Foreign Buy' Rabu (7/9)
http://pasarmodal.inilah.com/read/detail/1772052/inilah-daftar-top-foreign-buy-rabu-79

Wuih! Supra Bara Energi Targetkan IPO 2014
http://pasarmodal.inilah.com/read/detail/1772023/wuih-supra-bara-energi-targetkan-ipo-2014

Kuasi Reorganisasi Lancar, BNBR bisa Bagi Dividen
http://pasarmodal.inilah.com/read/detail/1772066/kuasi-reorganisasi-lancar-bnbr-bisa-bagi-dividen

Harga Emas Turun Hingga 3% 
http://finance.detik.com/read/2011/09/08/071928/1717866/4/harga-emas-turun-hingga-3

Adanya rencana stimulus AS mendongkrak bursa Asia
http://investasi.kontan.co.id/v2/read/1315446194/76888/Rencana-stimulus-AS-mendongkrak-bursa-Asia

Meski yield dividen kecil, tetap menarik diburu
http://investasi.kontan.co.id/v2/read/1315443903/76882/Meski-yield-dividen-kecil-tetap-menarik-diburu

Obligasi WEHA terbit Oktober
http://investasi.kontan.co.id/v2/read/1315442292/76881/Obligasi-WEHA-terbit-Oktober

BAT jual 970 juta saham RMBA
http://investasi.kontan.co.id/v2/read/1315398245/76863/BAT-jual-970-juta-saham-RMBA

Adira segera gelar RUPSLB
http://www.bisnis.com/articles/adira-segera-gelar-rupslb

Budi Acid bagi dividen interim Rp8 per saham
http://www.bisnis.com/articles/budi-acid-bagi-dividen-interim-rp8-per-saham

Metropolitan Land bagi dividen interim
http://www.bisnis.com/articles/metropolitan-land-bagi-dividen-interim

Beralihlah ke Saham Perbankan
http://pasarmodal.inilah.com/read/detail/1772127/beralihlah-ke-saham-perbankan

Trades of the Day... Fundamentally: CIMB mempertahankan rating Astra International (ASII) masih pada OUTPERFORM, dengan target harga Rp75600 (dari Rp77500) karena penurunan target harga untuk UNTR dan AALI. Saham ASII cukup resilient dalam sell-off bulan lalu karena market cap terbesar di JCI dengan beta 1.3x. Pangsa pasar di sektor otomotif juga terus meningkat dan ada kemungkinan pembagian dividend interim. Technically: Harum Energy (HRUM IJ; IDR 8900; Buy) - use this surge to add position Borneo Lumbung Energy (BORN IJ; IDR 1280; Buy) - a golden cross yesterday Indika Energy (INDY IJ; IDR 3400; Buy on weakness) - any weakness ahead to add more

It is not a fresh from the oven story that one of Indonesia's tire maker PT Gajah Tunggal Tbk (GJTL) aims to dispose the whole stake of 26.25% in PT Polychem Indonesia Tbk (ADMG), a reverse from the previous strategy to sell Polychem in several stages. For many years, Gajah Tunggal said that the company is looking a strategic partner for Polychem. But, the realization is nothing. According to Director and Corporate Secretary Catharina Widjaja at Gajah Tunggal, the market value of Polychem that is owned by Gajah Tunggal is about US$80 million. "We prefer to sell Polychem via block sale after we sold 2.65% stake. We expect to realize the plan next year as we are looking for strategic partners for Polychem," she said. 


POLY'S NINE MONTH NET PROFIT TO EXCEED IDR750 BILLION VS ADMG OF IDR 350 BLN; STRONG BUY POLY

REMINDER::: PT Trada Maritime Tbk (TRAM) has purchased convertible bonds issued by PT Awesome Coal from Zakia Limited. The memorandum of understanding was signed on September 6 2011.
Awesome Coal was founded in Indonesia and controls 99.99% shareholding in PT Batu Kaya Berkat that owns 99.89% stake in PT Gunung Bara Utama  Gunung Bara has coal concession in Mantar, West Kutai, East Kalimantan. The transactions is subjet to extraordinary of shareholders meeting.

yang udah beli BUMI tahan sampe pertengahan bulan oct... ada gud news...