Friday, September 9, 2011

Laporan & Rumor Saham Indonesia 09-09 (Refresh)

Bloomberg: Indonesia Stocks: Hexindo, International Nickel, Trada Maritime

BLOOMBERG:     *INDONESIA TO SET ASIDE 24.72% OF COAL OUTPUT FOR LOCAL MARKET.     *INDONESIA'S 2012 COAL PRODUCTION MAY REACH 332M TONS: MINISTRY

Seiring Regional, IHSG Sesi I Ditutup Naik 0,2%. Net foreign buy Rp47,8 miliar

http://pasarmodal.inilah.com/read/detail/1772603/seiring-regional-ihsg-sesi-i-ditutup-naik-02

Aksi borong atas GGRM, ASII, dan DSSA berhasil membuat indeks bertahan di sesi I
http://investasi.kontan.co.id/v2/read/1315543960/77031/Aksi-borong-atas-GGRM-ASII-dan-DSSA-berhasil-membuat-indeks-bertahan-di-sesi-I

Apresiasi Berlanjut, Trading di 4 Sektor Saham
http://pasarmodal.inilah.com/read/detail/1772600/apresiasi-berlanjut-trading-di-4-sektor-saham

Indosat masih Tawarkan 4.000 Menara Telekomunikasi
http://pasarmodal.inilah.com/read/detail/1772599/indosat-masih-tawarkan-4000-menara-telekomunikasi

Harga kedelai kemahalan, CPO lebih diminati
http://investasi.kontan.co.id/v2/read/1315544356/77033/Harga-kedelai-kemahalan-CPO-lebih-diminati

Mata uang Garuda cenderung menguat hingga sore nanti
http://investasi.kontan.co.id/v2/read/1315544570/77034/Mata-uang-Garuda-cenderung-menguat-hingga-sore-nanti

Investor Masih Ragu, IHSG Cuma Naik 10 Poin 
http://finance.detik.com/read/2011/09/09/113703/1718859/6/investor-masih-ragu-ihsg-cuma-naik-10-poin


IHSG Lelah, Saham Grup Bakrie Jadi Pilihan
http://pasarmodal.inilah.com/read/detail/1772430/ihsg-lelah-saham-grup-bakrie-jadi-pilihan

Hore! IHSG Dibuka Masih Naik 0,19%
http://pasarmodal.inilah.com/read/detail/1772553/hore-ihsg-dibuka-masih-naik-019


Awas, Perhatikan Koreksi IHSG Sesi I
http://pasarmodal.inilah.com/read/detail/1772544/awas-perhatikan-koreksi-ihsg-sesi-i

Pefindo Naikkan Peringkat SIMP Jadi AA
http://pasarmodal.inilah.com/read/detail/1772555/pefindo-naikkan-peringkat-simp-jadi-aa

MEDC&Pertamina Rugi dengan Penghentian Blok Tiaka
http://pasarmodal.inilah.com/read/detail/1772568/medcpertamina-rugi-dengan-penghentian-blok-tiaka

Tarif Tol Siap Sumbang Laba ASII
http://pasarmodal.inilah.com/read/detail/1772533/tarif-tol-siap-sumbang-laba-asii

Kejar Efisiensi, Semen Gresik Incar Tambang Batubara 
http://finance.detik.com/read/2011/09/09/103845/1718786/6/kejar-efisiensi-semen-gresik-incar-tambang-batubara

Saham AALI bergerak positif mengekor lonjakan harga CPO
http://investasi.kontan.co.id/v2/read/1315539635/77021/Saham-AALI-bergerak-positif-mengekor-lonjakan-harga-CPO

Targetkan kenaikan kapasitas produksi, saham ROTI melaju pagi ini
http://investasi.kontan.co.id/v2/read/1315538770/77018/Targetkan-kenaikan-kapasitas-produksi-saham-ROTI-melaju-pagi-ini

Berencana bagi dividen, saham HEXA cetak rekor harga tertinggi
http://investasi.kontan.co.id/v2/read/1315538489/77017/Berencana-bagi-dividen-saham-HEXA-cetak-rekor-harga-tertinggi

Akuisisi obligasi konversi Awesome Coal, saham TRAM cetak rekor tertinggi
http://investasi.kontan.co.id/v2/read/1315537492/77013/Akuisisi-obligasi-konversi-Awesome-Coal-saham-TRAM-cetak-rekor-tertinggi

ASRI break 445, next TP 510

REMINDER::: Large discounts to NAV
Despite their strong price performance; listed property names are still “under-valued”, in our view. Major listed property names are all trading below their respective NAVs. Within the sector, Ciputra Surya (CTRS) stands out, trading at the highest discount to its NAV, at Rp2,825. At Rp1,210 per share, Summarecon Agung (SMRA) also looks compelling vs its NAVs of Rp1,628 (replacement costs) or Rp4,090 (based on developed land bank), trading at discounts of 26% and 71%, respectively. Similarly, Agung Podomoro Land (APLN), at Rp330, is trading at a 25% discount to its NAV of Rp440. (DB Indonesia Property : Record sales and prices)

REMINDER::: Price objective basis & risk
Borneo Lumbung Energy (PBTLF)
Our PO is Rp1750. We set our PO on par with its DCF up to the end of its mine contract (2039), based on the existing reserves of 69mn t in Kohong and potential reserve upgrade up to 20% of JORC-certified resources. We use a WACC of 12% to arrive at the cost of equity of 17%. Risks: 1) weather, 2) shareholders'commitment in BORN, 3) oil/HCC price volatility, and 4) delay in getting the permits.(Merrill Lynch)


Bloomberg: China Aug. CPI +6.2% y/y vs Est. 6.2%

BLOOMBERG:     *INDOSAT SAID TO DRAW THREE BIDDERS IN SALE OF 4,000 CELL TOWERS *TOWER BERSAMA, SARANA MENARA SAID INTERESTED IN INDOSAT TOWERS    *INDOSAT TOWER SALE MAY RAISE ABOUT $500 MILLION

Bloomberg; Multistrada Expects Net to Rise to 230 Bln Rupiah, Kontan Says

Bloomberg:     Rubber Futures Decline as Much as 1.3% in Tokyo

Bloomberg:     Hexindo Plans to Pay 40% of 2010 Profit as Dividend, Kontan Says

Inilah Menu Saham Pilihan Jumat (9/9)
http://pasarmodal.inilah.com/read/detail/1772415/inilah-menu-saham-pilihan-jumat-99

Rekomendasi Saham
Pidato Obama Topang Bursa Asia, IHSG Siap Mengekor 
http://finance.detik.com/read/2011/09/09/074256/1718685/6/pidato-obama-topang-bursa-asia-ihsg-siap-mengekor

AS Sedang Krisis, Obama Keluarkan 'Paket Pekerjaan' US$ 447 Miliar 
http://finance.detik.com/read/2011/09/09/072322/1718678/4/as-sedang-krisis-obama-keluarkan-paket-pekerjaan-us--447-miliar

Bunga Kredit Naik, Kredit Tembus Rp 2.037 Triliun
http://finance.detik.com/read/2011/09/09/084435/1718703/5/bunga-kredit-naik-kredit-tembus-rp-2037-triliun

SSIA Raih Kredit BCA US$32 Juta dan Rp117 M
http://pasarmodal.inilah.com/read/detail/1772427/ssia-raih-kredit-bca-us32-juta-dan-rp117-m

UNSP Dikabarkan akan IPO Domba Mas
http://pasarmodal.inilah.com/read/detail/1772530/unsp-dikabarkan-akan-ipo-domba-mas

IHSG Menandakan Exhausted
http://pasarmodal.inilah.com/read/detail/1772438/ihsg-menandakan-exhausted

Saham ELTY Terbanyak Dijual Asing, Kamis (8/9)
http://pasarmodal.inilah.com/read/detail/1772374/saham-elty-terbanyak-dijual-asing-kamis-89

Inilah Daftar 'Top Foreign Buy' Kamis (8/9)
http://pasarmodal.inilah.com/read/detail/1772387/inilah-daftar-top-foreign-buy-kamis-89

Indikasi Stimulus Fed Kembali Angkat Wall Street
http://pasarmodal.inilah.com/read/detail/1772509/indikasi-stimulus-fed-kembali-angkat-wall-street

Refloating Bisa Bangunkan Saham Tidur
http://pasarmodal.inilah.com/read/detail/1772423/refloating-bisa-bangunkan-saham-tidur

MASA tuntaskan peningkatan produksi pada November
http://investasi.kontan.co.id/v2/read/1315530924/76996/MASA-tuntaskan-peningkatan-produksi-pada-November

November, kuasi reorganisasi TFCO
http://investasi.kontan.co.id/v2/read/1315529819/76995/November-kuasi-reorganisasi-TFCO

FREN masih restrukturisasi utang
http://investasi.kontan.co.id/v2/read/1315528222/76994/FREN-masih-restrukturisasi-utang

HEXA sudah realisasikan capex sebesar 35%
http://investasi.kontan.co.id/v2/read/1315496492/76985/HEXA-sudah-realisasikan-capex-sebesar-35

APEI sambut baik sistem after trading dan pre closing
http://investasi.kontan.co.id/v2/read/1315494206/76982/APEI-sambut-baik-sistem-after-trading-dan-pre-closing

BULL klaim tak terlibat rencana BIPI mengambil sahamnya
http://investasi.kontan.co.id/v2/read/1315493029/76979/BULL-klaim-tak-terlibat-rencana-BIPI-mengambil-sahamnya

Inilah Menu Saham Pilihan Jumat (9/9)
http://pasarmodal.inilah.com/read/detail/1772415/inilah-menu-saham-pilihan-jumat-99

Rekomendasi Saham
Pidato Obama Topang Bursa Asia, IHSG Siap Mengekor 
http://finance.detik.com/read/2011/09/09/074256/1718685/6/pidato-obama-topang-bursa-asia-ihsg-siap-mengekor

AS Sedang Krisis, Obama Keluarkan 'Paket Pekerjaan' US$ 447 Miliar 
http://finance.detik.com/read/2011/09/09/072322/1718678/4/as-sedang-krisis-obama-keluarkan-paket-pekerjaan-us--447-miliar

Bunga Kredit Naik, Kredit Tembus Rp 2.037 Triliun
http://finance.detik.com/read/2011/09/09/084435/1718703/5/bunga-kredit-naik-kredit-tembus-rp-2037-triliun

SSIA Raih Kredit BCA US$32 Juta dan Rp117 M
http://pasarmodal.inilah.com/read/detail/1772427/ssia-raih-kredit-bca-us32-juta-dan-rp117-m

UNSP Dikabarkan akan IPO Domba Mas
http://pasarmodal.inilah.com/read/detail/1772530/unsp-dikabarkan-akan-ipo-domba-mas

IHSG Menandakan Exhausted
http://pasarmodal.inilah.com/read/detail/1772438/ihsg-menandakan-exhausted

Saham ELTY Terbanyak Dijual Asing, Kamis (8/9)
http://pasarmodal.inilah.com/read/detail/1772374/saham-elty-terbanyak-dijual-asing-kamis-89

Inilah Daftar 'Top Foreign Buy' Kamis (8/9)
http://pasarmodal.inilah.com/read/detail/1772387/inilah-daftar-top-foreign-buy-kamis-89

Indikasi Stimulus Fed Kembali Angkat Wall Street
http://pasarmodal.inilah.com/read/detail/1772509/indikasi-stimulus-fed-kembali-angkat-wall-street

Refloating Bisa Bangunkan Saham Tidur
http://pasarmodal.inilah.com/read/detail/1772423/refloating-bisa-bangunkan-saham-tidur

MASA tuntaskan peningkatan produksi pada November
http://investasi.kontan.co.id/v2/read/1315530924/76996/MASA-tuntaskan-peningkatan-produksi-pada-November

November, kuasi reorganisasi TFCO
http://investasi.kontan.co.id/v2/read/1315529819/76995/November-kuasi-reorganisasi-TFCO

FREN masih restrukturisasi utang
http://investasi.kontan.co.id/v2/read/1315528222/76994/FREN-masih-restrukturisasi-utang

HEXA sudah realisasikan capex sebesar 35%
http://investasi.kontan.co.id/v2/read/1315496492/76985/HEXA-sudah-realisasikan-capex-sebesar-35

APEI sambut baik sistem after trading dan pre closing
http://investasi.kontan.co.id/v2/read/1315494206/76982/APEI-sambut-baik-sistem-after-trading-dan-pre-closing

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