Thursday, September 15, 2011

Laporan & Rumor Saham Indonesia 15-09 (Refresh)

Asing masih Obral, IHSG Ditutup 0,6% ke 3.774,33. net foreign sell Rp1,379 triliun
http://pasarmodal.inilah.com/read/detail/1774724/asing-masih-obral-ihsg-ditutup-06-ke-377433

Aksi Jual Asing Masih Tinggi, IHSG Terpangkas 24 Poin 
http://finance.detik.com/read/2011/09/15/160835/1723325/6/aksi-jual-asing-masih-tinggi-ihsg-terpangkas-24-poin

Penurunan 134 saham gerus IHSG hingga sesi penutupan sore
http://investasi.kontan.co.id/v2/read/1316077686/77514/Penurunan-134-saham-gerus-IHSG-hingga-sesi-penutupan-sore

Derasnya Capital Outflow, Bursa Kembali Melemah
http://pasarmodal.inilah.com/read/detail/1774729/derasnya-capital-outflow-bursa-kembali-melemah

LPKR Bagi Dividen 2010 Sebesar RpRp7,21/Saham
http://pasarmodal.inilah.com/read/detail/1774731/lpkr-bagi-dividen-2010-sebesar-rprp721saham

Risiko Sistemik Utang Eropa Jatuhkan Rupiah
http://pasarmodal.inilah.com/read/detail/1774744/risiko-sistemik-utang-eropa-jatuhkan-rupiah

Prancis-Jerman Pertahankan Yunani, Bursa Asia Naik
http://pasarmodal.inilah.com/read/detail/1774721/prancis-jerman-pertahankan-yunani-bursa-asia-naik

BII-EXCL Perkuat Layanan E-Banking
http://pasarmodal.inilah.com/read/detail/1774720/bii-excl-perkuat-layanan-e-bangking

Dukung Jaringan dan Server, TLKM Gandeng Pelindo
http://pasarmodal.inilah.com/read/detail/1774693/dukung-jaringan-dan-server-tlkm-gandeng-pelindo

Bakrieland: Pengganti Limitless Sudah Ada
http://pasarmodal.inilah.com/read/detail/1774651/bakrieland-pengganti-limitless-sudah-ada

UBS 'Dibobol' Pialang Serakah US$ 2 Miliar
http://finance.detik.com/read/2011/09/15/163320/1723391/5/ubs-dibobol-pialang-serakah-us--2-miliar

Dibayangi Krisis Global, Imbal Hasil SUN Naik 45 Bps 
http://finance.detik.com/read/2011/09/15/131754/1723086/5/dibayangi-krisis-global-imbal-hasil-sun-naik-45-bps

Jasa Marga Masih Ragu Terbitkan Obligasi Tahun Depan 
http://finance.detik.com/read/2011/09/15/165004/1723409/6/jasa-marga-masih-ragu-terbitkan-obligasi-tahun-depan

BEI: Potensi Pasar Modal RI Masih Besar 
http://finance.detik.com/read/2011/09/15/162211/1723377/6/bei-potensi-pasar-modal-ri-masih-besar

KIAS siap lakukan kuasi reorganisasi
http://investasi.kontan.co.id/v2/read/1316076081/77510/KIAS-siap-lakukan-kuasi-reorganisasi

Kemarin, CDS Indonesia kembali menoreh rekor baru untuk tahun ini
http://investasi.kontan.co.id/v2/read/1316073889/77504/Kemarin-CDS-Indonesia-kembali-menoreh-rekor-baru-untuk-tahun-ini

Lagi, UNSP akan dapat pinjaman dari empat bank
http://investasi.kontan.co.id/v2/read/1316074190/77505/Lagi-UNSP-akan-dapat-pinjaman-dari-empat-bank

BRPT beri pinjaman US$ 580.000 ke Petrogas Pantai Madura
http://investasi.kontan.co.id/v2/read/1316069920/77498/BRPT-beri-pinjaman-US-580.000-ke-Petrogas-Pantai-Madura-


Bloomberg: Indonesia Preparing for Possible Fiscal Stimulus Next Year

Bloomberg: Palm Oil Gains as Much as 0.3% to 3,075 Ringgit a Metric Ton

BLOOMBERG: *INDONESIA GLOBAL SUKUK SALE MAY BE AFTER SEPT., WALUYANTO SAYS


[Dow Jones] Inflation could be a catalyst for Indonesian stocks to underperform the rest of Asia, Credit Suisse says. While emerging-market inflation appears to have peaked in June, edging down in July and August, in on-year terms, Indonesia's CPI is posting monthly momentum, rising 0.6% on-month in June, gaining 0.7% in July and increasing 0.9% in August, it notes. It adds, Thai rice prices are up 15% over the past month, and the house highlights that Indonesia's food/rice weighting in its CPI basket is among the region's highest. It highlights Indonesian bond yields have risen from their Sept. 9 low of 6.45% to the current 7.02% and says the last three episodes of
bond yields bottoming preceded Indonesian shares underperforming Asia by 5%-11%.


Sesi I
IHSG Melempem di Tengah Penguatan Bursa Asia. Foreign net sell Rp 431 miliar
http://finance.detik.com/read/2011/09/15/120543/1723037/6/ihsg-melempem-di-tengah-penguatan-bursa-asia

Sesi Dua, Pilihlah Saham Defensif
http://pasarmodal.inilah.com/read/detail/1774635/sesi-dua-pilihlah-saham-defensif

Penguatan Rp Jadi Sentimen Positif IHSG Hari Ini
http://pasarmodal.inilah.com/read/detail/1774537/penguatan-rp-jadi-sentimen-positif-ihsg-hari-ini

Inilah Beberapa Saham yang Bakal Rebound Hari Ini
http://pasarmodal.inilah.com/read/detail/1774539/inilah-beberapa-saham-yang-bakal-rebound-hari-ini

Hatta: Profit Taking Asing di Bank Biasa
http://pasarmodal.inilah.com/read/detail/1774633/hatta-profit-taking-asing-di-bank-biasa

Risiko Resesi Kedua Meningkat di Negara Maju\
http://pasarmodal.inilah.com/read/detail/1774624/risiko-resesi-kedua-meningkat-di-negara-maju

Agung Podomoro Akuisisi AHT
http://pasarmodal.inilah.com/read/detail/1774604/agung-podomoro-akuisisi-aht

Inilah Rekomendasi Saham Perbankan Hari Ini
http://pasarmodal.inilah.com/read/detail/1774578/inilah-rekomendasi-saham-perbankan-hari-ini

UNTR Targetkan Akuisisi Duta Sejahtera Tuntas 2011
http://pasarmodal.inilah.com/read/detail/1774572/untr-targetkan-akuisisi-duta-sejahtera-tuntas-2011

Menkeu: IHSG RI Lebih Baik dari Hong Kong
http://pasarmodal.inilah.com/read/detail/1774546/menkeu-ihsg-ri-lebih-baik-dari-hong-kong

Alam Sutera Capai Penjualan Rp1,95 T per Agustus
http://pasarmodal.inilah.com/read/detail/1774560/alam-sutera-capai-penjualan-rp195-t-per-agustus

Dana Asing Rp 5,31 Triliun 'Kabur' Dari Surat Utang Pemerintah 
http://finance.detik.com/read/2011/09/15/114639/1723016/5/dana-asing-rp-531-triliun-kabur-dari-surat-utang-pemerintah

Perbankan Raup Laba Rp 42,3 Triliun Dalam 7 Bulan 
http://finance.detik.com/read/2011/09/15/102738/1722917/5/perbankan-raup-laba-rp-423-triliun-dalam-7-bulan

TBIG Siap Tampung 4.000 Menara Indosat
http://finance.detik.com/read/2011/09/15/094446/1722883/6/tbig-siap-tampung-4000-menara-indosat

SCTV Bagi-bagi Dividen Interim Rp 205 per Saham 
http://finance.detik.com/read/2011/09/15/103758/1722928/6/sctv-bagi-bagi-dividen-interim-rp-205-per-saham

Spekulasi suplai meningkat, harga CPO tergerus
http://investasi.kontan.co.id/v2/read/1316063896/77483/Spekulasi-suplai-meningkat-harga-CPO-tergerus

Asing dominasi penjualan saham UNVR, ASII, dan GGRM di sesi I
http://investasi.kontan.co.id/v2/read/1316063761/77482/Asing-dominasi-penjualan-saham-UNVR-ASII-dan-GGRM-di-sesi-I

Kantongi kontrak baru, saham PTIS melambung
http://investasi.kontan.co.id/v2/read/1316058307/77469/Kantongi-kontrak-baru-saham-PTIS-melambung

Dikabarkan raih tender senilai US$ 1,5 miliar, saham ADHI reli 3,6%
http://investasi.kontan.co.id/v2/read/1316057793/77468/Dikabarkan-raih-tender-senilai-US-15-miliar-saham-ADHI-reli-36

CLSA Indonesia: Initiate Coverage on LPCK with a BUY recommendation. The company has strong financial performance and the double increase on the average selling price of their property is the key point of our positive view. We foresee LPCK will fairly trade at Rp3,025 (54% Upside) based on 2012F 6.57x PER.


Bloomberg: Standard Chartered Now Neutral on Indonesia, Philippines Bonds

Bloomberg: Palm Oil Falls as Much as 0.7% to 3,044 Ringgit a Metric Ton

BLOOMBERG: *INDONESIA STOCKS REMAIN ATTRACTIVE, MANDIRI'S SOEJATMAN SAYS. *MANDIRI'S SOEJATMAN SAYS INCREASES HOLDING OF SMALL STOCKS

Bloomberg: Rubber Futures Pare Gains in Tokyo

Bloomberg: Buy Asean Infrastructure Basket to Gain From Spending: JPM

Bloomberg; Bakrieland Teams Up With Warner Bros for Park, Daily Reports

Bloomberg: Adhi, Goldstar to Build $1.5 Billion Cracker Plant, Daily Says

Bloomberg: Asia Stocks Rise as Germany, France Say Greece to Remain in Euro

Bloomberg: Indo Straits Gets Arutmin Deal to Transport Coal, Daily Reports


Agenda 15 September Rups Bank Bumi Artha, Bank Pundi Indonesia, Ada pengumuman ttg POLY 16 September BANK KESAWAN RUPSLB, rups ITMA, MAIN DIVIDEND, RP 23 CUM 19 September Rups KIAS 20 September Rups KIJA, SURYAMAS DUTAMAKMUR (SMDM) RUPSLB, MATAHARI DEPARTMENT STORE (MPPA) RUPSLB, 21 September Rups KBRI, BATAVIA PROSPERINDO FINANCE (BPFI) RUPSLB, rupslb Indonesia paradise property, Sidang FOMC

PT Duta Pertiwi Nusantara Tbk (DPNS) yesterday steeply jumped 24.56% to Rp710 a share after the company discovers coal reserves of 200 million tons. Duta Pertiwi President Director Siang Hadi Widjaja, as quoted by Bisnis Indonesia today, said the coal reserve discovery is a result of area survey in Jambi province, Sumatra. Duta Pertiwi will invest Rp200 billion or US$23 million to explore the reserves. But, it seeks approval from the government. Duta Pertiwi is expanding its business into coal sector through its subsidiary PY Intitirta Prima Sakti.

Rekomendasi Saham
IHSG Siap Ikuti Penguatan Global 
http://finance.detik.com/read/2011/09/15/074057/1722800/6/ihsg-siap-ikuti-penguatan-global

SDMU & ALDO Diminati Domestik, PTIS Diminati Asing
http://pasarmodal.inilah.com/read/detail/1691292/sdmu-aldo-diminati-domestik-ptis-diminati-asing

Ayo Sambut Booming Investasi Domestik
http://pasarmodal.inilah.com/read/detail/1774390/ayo-sambut-booming-investasi-domestik

BWPT Raih Kredit Investasi Rp1,3 T dari BRI
http://pasarmodal.inilah.com/read/detail/1774269/bwpt-raih-kredit-investasi-rp13-t-dari-bri

Ada Lebaran, Pertumbuhan Ekonomi Triwulan III Bisa Capai 6,6% 
http://finance.detik.com/read/2011/09/15/080709/1722813/4/ada-lebaran-pertumbuhan-ekonomi-triwulan-iii-bisa-capai-66

EKSPANSI ASRI
ASRI akan akuisisi dua superblok
http://investasi.kontan.co.id/v2/read/1316051154/77455/ASRI-akan-akuisisi-dua-superblok-

Kinerja PGAS terhadang harga beli dan kenaikan biaya
http://investasi.kontan.co.id/v2/read/1316047518/77448/Kinerja-PGAS-terhadang-harga-beli-dan-kenaikan-biaya

Analis: Reksadana campuran lebih aman dari reksadana saham
http://investasi.kontan.co.id/v2/read/1316045705/77446/Analis-Reksadana-campuran-lebih-aman-dari-reksadana-saham

Kinerja PGAS terhadang harga beli dan kenaikan biaya
http://investasi.kontan.co.id/v2/read/1316047518/77448/Kinerja-PGAS-terhadang-harga-beli-dan-kenaikan-biaya

RUPSLB MYOH restui reverse stock dan penambahan modal
http://investasi.kontan.co.id/v2/read/1315997695/77420/RUPSLB-MYOH-restui-reverse-stock-dan-penambahan-modal


Ayo Sambut Booming Investasi Domestik
http://pasarmodal.inilah.com/read/detail/1774390/ayo-sambut-booming-investasi-domestik

Inilah Risiko Yang Masih Menggelayuti IHSG
http://pasarmodal.inilah.com/read/detail/1774402/inilah-risiko-yang-masih-menggelayuti-ihsg

Saham POLY Berpeluang Menembus Level Rp2.000
http://pasarmodal.inilah.com/read/detail/1774534/saham-poly-berpeluang-menembus-level-rp2000

Sejumlah Sekuritas Pasang Target BKSL di Rp570
http://pasarmodal.inilah.com/read/detail/1774533/sejumlah-sekuritas-pasang-target-bksl-di-rp570


Trades of the Day...
Fundamentally:
CIMB mempertahankan rating United Tractors (UNTR) pada NEUTRAL dengan target harga Rp26200, 12.6x target PER. Kami baru saja mengunjungi UNTR dan melaporkan bahwa penjualan Aug-Sep telah pulih pasca gangguan supply dari Jepang. Margin outlook untuk coal contractor juga membaik karena cuaca yang mendukung. Namun demikian karena global slowdown outlook dan kemungkinan resesi yang meningkat, kami melihat limited earning upside, selain berkurangnya katalis akuisisi coal.


Dow. 11246.73. +140.88. +1.27% Nasdaq. 2572.55. +40.40. +1.6% S&P 500. 1188.68. +15.81. +1.35% FTSE. 5227.02. +52.77. +1.02% Dax. 5340.19. +173.83. +3.36% CAC40. 2949.14. +54.21. +1.87% Oil. 88.54. -1.67. -1.85% Gold. 1823.300 -6.800. -0.37% Rupiah. 8812.5 Euro. 1.3745 TLKM. 33.81. -0.48 -1.40%. Rp7449 ISAT. 31.01. -0.91 -2.85%. Rp5465 BumiPLC.975.500. +13.500.+1.404% EIDO. 29.800.-1.640. -5.216% Timah. 23275. -260. -1.10%. Nickel. 21190. -110. -0.52% CPONov3065RM+46RM+1.52%$999 Corn. 724.250+1.250. +0.17% SoybeanOil.57.100. -0.530. -0.92% Wheat. 704.500.+2.500. +0.36% Coal 9 Sep 124.32 vs.122.46(2 Sept) 

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