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
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
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
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