2nd SESSION on JCI 19.09.11
@3755.05 (-80.12pts) (-2.08 %) (H:3834.08 ; L: 3739.51)
Value: 3.09 T (NG 487 B )
Volume: 3.23 B (NG 555 M )
Foreign Nett Sell: 95 B
USD/IDR: 8840
JCI for today:
Support: 3710 ; 3670
Resistance: 3800 ; 3850
6 MARKET DRIVEN BY SECTOR
FINANCE (-2.87%) (772.501 B )
MANUFACTURE (-2.31%) (722.616 B )
MINING (-1.62%) (615.156 B )
TRADE (-1.53%) (402.701 B )
INFRASTRUC (-1.11%) (361.894B )
MISC-IND (-1.63%) (284.491 B )
6 NETT BUY STOCKs BY FOREIGN
MAPI @5200 (18.71B )
BMRi @6350 (18.15B )
ADRo @1940 (15.63B )
BUMI @2650 (15.09B )
HRUM @8100 (13.81 B )
EXCL @5050 (12.15B )
6 Nett Sell Foreign Stock:
BBRI. @6150. (53.79 B )
PGAS @2575 (39.38 B )
INDF. @5400. (21.93 B )
INTP. @13350 (17.51 B )
PTBA @17600 (10.28 B )
ICBP. @5300. ( 9.07 B )
6 MOST ACTIVE BY VALUE
BUMI @2650 (-1.85%). (271.43 B )
BMRI @6350 (-4.51%). (239.89B )
BBRi. @6150 (-4.65%). (180.84 B )
ASII. @65000 (-1.37%) (161.21 B )
PGAS@2575 (-3.74%). (92.82 B )
MAPI @5200 (+5.58%). (85.32 B )
6 MOST ACTIVE BY VOLUME
ENRG @165 (-7.3%). (422.046 M )
TMPI @205 (+3.02%) (327.623 M )
ELTY @131(-2.96%). (160.599 M )
BNBR @60 (-3.23%0 ( 149.577 M )
ELTY-W @4 (-33.33%) ( 128.304 M )
BUMI @2650 (-1.85%) ( 101.748 M )
Awal Pekan, Eksternal Tekan IHSG Dekati 3.700
http://pasarmodal.inilah.com/read/detail/1775987/awal-pekan-eksternal-tekan-ihsg-dekati-3700
Penuh Tekanan Jual, IHSG Terjungkal 80 Poin
http://finance.detik.com/read/2011/09/19/160854/1725763/6/penuh-tekanan-jual-ihsg-terjungkal-80-poin
Hanya 22 saham yang naik, indeks tersungkur di penutupan sore
http://investasi.kontan.co.id/v2/read/1316423232/77733/Hanya-22-saham-yang-naik-indeks-tersungkur-di-penutupan-sore
Saham PNIN Teraktif Diperdagangkan Senin (19/9)
http://pasarmodal.inilah.com/read/detail/1775995/saham-pnin-teraktif-diperdagangkan-senin-199
Akhir 2011, KS Lahirkan Krakatau Natural Resources
http://pasarmodal.inilah.com/read/detail/1775996/akhir-2011-ks-lahirkan-krakatau-natural-resources
Skeptis atas Eropa, Rupiah Terjungkal (Lagi)
http://pasarmodal.inilah.com/read/detail/1775997/skeptis-atas-eropa-rupiah-terjungkal-lagi
Hatta: Pelemahan Rupiah Hanya Sementara, Jangan Panik
http://finance.detik.com/read/2011/09/19/162852/1725803/6/hatta-pelemahan-rupiah-hanya-sementara-jangan-panik
Trikomsel Tambah Saham Publik Awal Tahun Depan
http://finance.detik.com/read/2011/09/19/144849/1725491/6/trikomsel-tambah-saham-publik-awal-tahun-depan
OPEC: Hingga akhir tahun, minyak akan bertahan di level sekarang ini
http://investasi.kontan.co.id/v2/read/1316425692/77740/OPEC-Hingga-akhir-tahun-minyak-akan-bertahan-di-level-sekarang-ini
Dikabarkan tambah capex, saham MAPI cetak rekor tertinggi
http://investasi.kontan.co.id/v2/read/1316423976/77736/Dikabarkan-tambah-capex-saham-MAPI-cetak-rekor-tertinggi
Penggabungan usaha bakal bebani keuangan LPPF
http://investasi.kontan.co.id/v2/read/1316423106/77734/Penggabungan-usaha-bakal-bebani-keuangan-LPPF-
OKAS sudah kantongi fasilitas pinjaman US$ 25 juta
http://investasi.kontan.co.id/v2/read/1316423054/77731/OKAS-sudah-kantongi-fasilitas-pinjaman-US-25-juta
Join operation ADHI - Goldstar raih proyek senilai US$ 931,48 juta
http://investasi.kontan.co.id/v2/read/1316421733/77728/Join-operation-ADHI-Goldstar-raih-proyek-senilai-US-93148-juta
Solusi Tunas incar dana IPO sebesar Rp 300 miliar
http://investasi.kontan.co.id/v2/read/1316419047/77724/Solusi-Tunas-incar-dana-IPO-sebesar-Rp-300-miliar
Penjualan Asing Makin Tekan Akhir Sesi I IHSG. net foreign sell Rp43,7 miliar.
http://pasarmodal.inilah.com/read/detail/1775885/penjualan-asing-makin-tekan-akhir-sesi-i-ihsg
Investor Waspada Krisis Utang Eropa, IHSG Lesu
http://finance.detik.com/read/2011/09/19/120429/1725307/6/investor-waspada-krisis-utang-eropa-ihsg-lesu
BBRI, UNVR, dan ASII menjadi bluechip penggerus indeks terbesar di sesi I
http://investasi.kontan.co.id/v2/read/1316409716/77708/BBRI-UNVR-dan-ASII-menjadi-bluechip-penggerus-indeks-terbesar-di-sesi-I
Koreksi Berlanjut, Cermati Saham Kriteria Khusus
http://pasarmodal.inilah.com/read/detail/1775874/koreksi-berlanjut-cermati-saham-kriteria-khusus
Krisis Utang Euro Picu Saham Eropa Bakal Anjlok
http://pasarmodal.inilah.com/read/detail/1775906/krisis-utang-euro-picu-saham-eropa-bakal-anjlok
Naik Tajam, Saham Agis Diawasi
http://pasarmodal.inilah.com/read/detail/1775902/naik-tajam-saham-agis-diawasi
Trikomsel Rencana Tambah Modal Awal 2012
http://pasarmodal.inilah.com/read/detail/1775921/trikomsel-rencana-tambah-modal-awal-2012
Biayai proyek PLTU Sumsel-5, DSSA jual aset senilai Rp 129 miliar
http://investasi.kontan.co.id/v2/read/1316408727/77706/Biayai-proyek-PLTU-Sumsel-5-DSSA-jual-aset-senilai-Rp-129-miliar
Our annual flagship event of the year is opening today: the 18th CLSA Investor Forum (IF) in Hong Kong. Months of hard work went into the preparations of theconference. This year promises to be the largest and hopefully the most interesting of IFs just yet.
Over 600 senior executives from over 210 corporates will participate in the week-long conference. And a record 1700 investors from all around the world will join the event. We have scheduled over 3440 meetings (2700 private meetings).
Whats the big deal? What is the IF offering?
From Indonesia, there will be a contingent of nine companies
* Astra International (ASII IJ) As the largest listed conglomerate in Indonesia, ASII is the proxy to Indonesia.
* Bank Central Asia (BBCA IJ) BBCA is the transaction bank in the country best deposit taking franchise.
* Bank Rakyat Indonesia (BBRI IJ) Largest micro-finance lender in the country
* Bank Mandiri (BMRI IJ) One of the best run SOE bank. Closing in on BCA on deposit taking franchise.
* Media Nusantara Citra (MNCN IJ) The largest integrated media company in Indonesia
* Lippo Karawaci (LPKR IJ) LPKR is one of the countrys largest listed property developers and the only with a national chain of hospitals.
* Adaro Energy (ADRO IJ) ADRO is Indonesias 2nd largest coal player. We recently
We recently put a negative call on ADRO for uncertainty surrounding its 2 new coal acquisitions
# BUMI Resources (BUMI IJ) Indonesias largest coal mine. Very leveraged into coal spot prices and a deleveraging play.
# Indofood (INDF IJ) One of the largest consumer plays in the country. Dominant presence in instant noodles and flour. (clsa -kz)
*DJ Bank Indonesia Likely Sold $50 Mln At IDR8,870 - Dealers
*DJ Bank Indonesia Bought IDR1.73 Tln Government Bonds Friday
UNSP: 350-500. Full year net profit could exceed IDR950 billion (EPS: IDR70), up 18% from IDR806 billion at the end of 2010. It is now trading at a p/e ratio of only 5.28X 2011 earnings, far below the industrial average p/e ratio of 15X. At that average UNSP should be fairly valued at IDR1,100. Best buy is at any levels below IDR370.
PT Mitra Adiperkasa Tbk (MAPI) pemegang merek swalayan Metro mengikuti non-deal roadshow yang diselenggarakan CLSA, di Paris, Perancis, Jumat (16/9). Demikian mengutip keterbukaan informasi yang diterbitkan BEI, hari ini. Perseroan akan memperkenalkan kepada investor sebagai perusahaan ritel terkemuka di Indonesia. Selama ini MAPI telah mengakuisisi produk-produk berkualitas dalam dan luar negeri. Pada bulan Juli lalu, perseroan menggandeng Marks & Spencer Food untuk melebarkan bisnis menjadi 12 buah gerai di Jakarta, Bandung, Surabaya, Bali dan Medan.
Agenda ::: 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
22 September rups argo pantes, BANK PUNDI INDONESIA RIGHT ISSUE, RASIO 6:5 (100) CUM , Rups ADMF, Rups Tanah Laut, CATUR SENTOSA ADIPRANA (CSAP) DIVIDEND, RP 2 CUM
23 September rups CFIN, Skedul Pembayaran Hutang Yunani
26 September Rups AMAG,
27 September Cum Right Issue KIJA 219:500 (250), INCO RUPSLB, RUPSLB KIAS
Bloomberg: Garuda’s Citilink Says Airbus A320 Flights to Start Sept. 23
Bloomberg: Global Land to Build 3 Trillion Rupiah Resort, Kontan Reports
Intan Baruprana Finance Rencana IPO 2013
http://pasarmodal.inilah.com/read/detail/1775819/intan-baruprana-finance-rencana-ipo-2013
IPO, Solusi Tunas Pratama Lepas 16,5% Saham
http://pasarmodal.inilah.com/read/detail/1775824/ipo-solusi-tunas-pratama-lepas-165-saham
BCA Beli 75% Saham Dinamika Usaha Jaya
http://pasarmodal.inilah.com/read/detail/1775826/bca-beli-75-saham-dinamika-usaha-jaya
Telkom Siap Jual Beberapa Anak Usaha di Bursa
http://finance.detik.com/read/2011/09/19/101012/1725208/6/telkom-siap-jual-beberapa-anak-usaha-di-bursa
Hingga Agustus, PTPP baru dapat kontrak baru sebesar Rp 6,3 triliun
http://investasi.kontan.co.id/v2/read/1316403342/77691/Hingga-Agustus-PTPP-baru-dapat-kontrak-baru-sebesar-Rp-63-triliun
Saham AALI dan LSIP tergerus pada transaksi pagi ini
http://investasi.kontan.co.id/v2/read/1316404353/77695/Saham-AALI-dan-LSIP-tergerus-pada-transaksi-pagi-ini
Investor kembali mengoleksi emas
http://investasi.kontan.co.id/v2/read/1316407016/77701/Investor-kembali-mengoleksi-emas
DJ UPDATE: Moody's: Indonesia Repatriation Rule Is Negative For Coal, Palm-Oil
--Indonesia's export proceeds repatriation rule credit negative for coal,
crude palm oil exporters
--Rule will hit hardest marginal, unlisted and unrated exporters
--Rule will disadvantage foreign creditors and make them less willing to
invest in Indonesian corporate debt
By I Made Sentana Of DOW JONES NEWSWIRES
JAKARTA (Dow Jones)--Bank Indonesia's planned rule requiring companies to bring all foreign exchange proceeds to onshore banks is credit negative for Indonesian major coal and palm-oil exporters, potentially reducing their access to cross-border debt financing,(selengkapnya email)
Bloomberg: *PALM OIL FUTURES LOSE AS MUCH AS 1.1% TO 3,043 RINGGIT PER TON
Bloomberg: Asian Stocks Fall on Concern Europe Woes Will Slow World Growth
Bloomberg: Indomobil Expects to Double Coal Output Next Year, Kontan Says
Bloomberg: Bumi to Sell Stake in Metal Mining Unit For 17.5t Rupiah
Bloomberg: Intraco Plans to Sell 1.3 Trillion Rupiah of Bonds, Daily Says
Bloomberg: Bank Indonesia’s Sarwono Confirms Rupiah Intervention: WSJ Link
Inilah Pilihan Saham Senin (19/9)
http://pasarmodal.inilah.com/read/detail/1775603/inilah-pilihan-saham-senin-199
Rekomendasi Saham
Investor Masih Waspada, IHSG Berpotensi Menguat
http://finance.detik.com/read/2011/09/19/074125/1725119/6/investor-masih-waspada-ihsg-berpotensi-menguat
Analis: Indeks berpotensi melanjutkan penguatan akhir pekan
http://investasi.kontan.co.id/v2/read/1316397638/77678/Analis-Indeks-berpotensi-melanjutkan-penguatan-akhir-pekan
Inilah Faktor Penekan IHSG Hari Ini
http://pasarmodal.inilah.com/read/detail/1775810/inilah-faktor-penekan-ihsg-hari-ini
Pilih Saham Penggerak Pasar!
http://pasarmodal.inilah.com/read/detail/1775600/pilih-saham-penggerak-pasar
Rupiah mendekati level terlemah dalam tujuh bulan terakhir
http://investasi.kontan.co.id/v2/read/1316398166/77680/Rupiah-mendekati-level-terlemah-dalam-tujuh-bulan-terakhir
Bumi Plc Bayar 75,1% Saham BUMI di BRM dengan CB
http://pasarmodal.inilah.com/read/detail/1775811/bumi-plc-bayar-751-saham-bumi-di-brm-dengan-cb
Rencana Akuisisi CamGSM, 'Buy' Telkom
http://pasarmodal.inilah.com/read/detail/1775812/rencana-akuisisi-camgsm-buy-telkom
Daewoo Naikkan Target Price UNSP ke Rp550
http://pasarmodal.inilah.com/read/detail/1775806/daewoo-naikkan-target-price-unsp-ke-rp550
Financial Engineering Bakrie 1 Level Lebih Tinggi
http://pasarmodal.inilah.com/read/detail/1775656/financial-engineering-bakrie-1-level-lebih-tinggi
Citra Bumi Sentosa Tender Offer Saham AIMS
http://pasarmodal.inilah.com/read/detail/1775616/citra-bumi-sentosa-tender-offer-saham-aims
PNIN Targetkan Laba Bersih Akhir 2011 Rp 700 M
http://pasarmodal.inilah.com/read/detail/1775793/pnin-targetkan-laba-bersih-akhir-2011-rp-700-m
Diincar Investor Asing, Cermati Saham DAVO
http://pasarmodal.inilah.com/read/detail/1775805/diincar-investor-asing-cermati-saham-davo
ASRI bangun kondotel Rp 500 miliar di Bali
http://investasi.kontan.co.id/v2/read/1316397621/77679/ASRI-bangun-kondotel-Rp-500-miliar-di-Bali
Saham eksportir Asia dilanda aksi jual, bursa Asia tergerus
http://investasi.kontan.co.id/v2/read/1316396484/77676/Saham-eksportir-Asia-dilanda-aksi-jual-bursa-Asia-tergerus
REPO BNBR
BNBR bayar repo ke Recapital Rp 30 miliar
http://investasi.kontan.co.id/v2/read/1316393154/77672/BNBR-bayar-repo-ke-Recapital-Rp-30-miliar
Indomobil mulai mengeduk batubara
http://investasi.kontan.co.id/v2/read/1316389371/77668/Indomobil-mulai-mengeduk-batubara
Nilai kontrak baru ADHI capai Rp 8,2 triliun
http://investasi.kontan.co.id/v2/read/1316341485/77659/Nilai-kontrak-baru-ADHI-capai-Rp-82-triliun
Selain IPO, Solusi Tunas juga ingin terbitkan obligasi
http://investasi.kontan.co.id/v2/read/1316328232/77656/Selain-IPO-Solusi-Tunas-juga-ingin-terbitkan-obligasi
KPIG berniat bangun resor senilai Rp 3 triliun
http://investasi.kontan.co.id/v2/read/1316322537/77654/KPIG-berniat-bangun-resor-senilai-Rp-3-triliun
Tuscany menargetkan Apexindo bisa kembali go public
http://investasi.kontan.co.id/v2/read/1316236675/77640/Tuscany-menargetkan-Apexindo-bisa-kembali-go-public
Trades of the Day... Fundamentally: CIMB mempertahankan rating Ace Hardware pada OUTPERFORM dengan target harga Rp3700. Aug SSSG naik ke all time high 44.6% (YTD SSG naik ke 18.5% dari 15.6%), dan mendorong penjualan ke Rp241bn atau rekor tertinggi. Hal ini didukung oleh lonjakan volume dan tidak adanya discount. Dengan leading indicator dari consumer confidence dan perumahan yang baik, kami masih bullish untuk saham ini. Ada store expansion 2.2k sqm pada Aug, 18% YTD.
London-listed company Bumi Plc today announces a lower conversion price on its US$2.01 billion convertible bonds (CB) that will be issued in return for 20.85 billion shares or 75.1% stake in non-coal company PT Bumi Resources Minerals Tbk (BRMS), a subsidiary of PT Bumi Resources Tbk (BUMI). In a prospectus published today, the conversion price is set at 11.80 pound sterling per share, a 25.69% lower than the previous plan at 15.88 pound sterling per share. Referring to sale and purchase agreement signed on June 10 2011, Bumi Resources will sell 75.1% stake in BRMS to Bumi Plc at Rp840.16 per share or Rp17.52 trillion. Bumi Resources will hold an extraordinary of shareholders meeting on October 21 2011.
PT Delta Dunia Makmur Tbk (DOID), parent of Indonesia's second largest coal contractor PT Bukit Makmur Mandiri Utama (BUMA), reported a flat coal production in the first 8 months of this year. Delta Dunia produced 22.7 million tons of coal in 8M 2011, a 0.44% increase from 8M 2010. In August 2011, Delta Dunia produced 2.9 million tons of coal, a drop from 3.1 million tons in August 2010. Despite a stagnancy in coal production, Delta Dunia's overburden removal rose 15.62% to 186.7 million bank cubic meter (bcm) in 8M 2011 from 160.9 million bcm in 8M 2010. Overburden removal in August reached 30.9 million bcm from 27.3 million bcm.
@3755.05 (-80.12pts) (-2.08 %) (H:3834.08 ; L: 3739.51)
Value: 3.09 T (NG 487 B )
Volume: 3.23 B (NG 555 M )
Foreign Nett Sell: 95 B
USD/IDR: 8840
JCI for today:
Support: 3710 ; 3670
Resistance: 3800 ; 3850
6 MARKET DRIVEN BY SECTOR
FINANCE (-2.87%) (772.501 B )
MANUFACTURE (-2.31%) (722.616 B )
MINING (-1.62%) (615.156 B )
TRADE (-1.53%) (402.701 B )
INFRASTRUC (-1.11%) (361.894B )
MISC-IND (-1.63%) (284.491 B )
6 NETT BUY STOCKs BY FOREIGN
MAPI @5200 (18.71B )
BMRi @6350 (18.15B )
ADRo @1940 (15.63B )
BUMI @2650 (15.09B )
HRUM @8100 (13.81 B )
EXCL @5050 (12.15B )
6 Nett Sell Foreign Stock:
BBRI. @6150. (53.79 B )
PGAS @2575 (39.38 B )
INDF. @5400. (21.93 B )
INTP. @13350 (17.51 B )
PTBA @17600 (10.28 B )
ICBP. @5300. ( 9.07 B )
6 MOST ACTIVE BY VALUE
BUMI @2650 (-1.85%). (271.43 B )
BMRI @6350 (-4.51%). (239.89B )
BBRi. @6150 (-4.65%). (180.84 B )
ASII. @65000 (-1.37%) (161.21 B )
PGAS@2575 (-3.74%). (92.82 B )
MAPI @5200 (+5.58%). (85.32 B )
6 MOST ACTIVE BY VOLUME
ENRG @165 (-7.3%). (422.046 M )
TMPI @205 (+3.02%) (327.623 M )
ELTY @131(-2.96%). (160.599 M )
BNBR @60 (-3.23%0 ( 149.577 M )
ELTY-W @4 (-33.33%) ( 128.304 M )
BUMI @2650 (-1.85%) ( 101.748 M )
Awal Pekan, Eksternal Tekan IHSG Dekati 3.700
http://pasarmodal.inilah.com/read/detail/1775987/awal-pekan-eksternal-tekan-ihsg-dekati-3700
Penuh Tekanan Jual, IHSG Terjungkal 80 Poin
http://finance.detik.com/read/2011/09/19/160854/1725763/6/penuh-tekanan-jual-ihsg-terjungkal-80-poin
Hanya 22 saham yang naik, indeks tersungkur di penutupan sore
http://investasi.kontan.co.id/v2/read/1316423232/77733/Hanya-22-saham-yang-naik-indeks-tersungkur-di-penutupan-sore
Saham PNIN Teraktif Diperdagangkan Senin (19/9)
http://pasarmodal.inilah.com/read/detail/1775995/saham-pnin-teraktif-diperdagangkan-senin-199
Akhir 2011, KS Lahirkan Krakatau Natural Resources
http://pasarmodal.inilah.com/read/detail/1775996/akhir-2011-ks-lahirkan-krakatau-natural-resources
Skeptis atas Eropa, Rupiah Terjungkal (Lagi)
http://pasarmodal.inilah.com/read/detail/1775997/skeptis-atas-eropa-rupiah-terjungkal-lagi
Hatta: Pelemahan Rupiah Hanya Sementara, Jangan Panik
http://finance.detik.com/read/2011/09/19/162852/1725803/6/hatta-pelemahan-rupiah-hanya-sementara-jangan-panik
Trikomsel Tambah Saham Publik Awal Tahun Depan
http://finance.detik.com/read/2011/09/19/144849/1725491/6/trikomsel-tambah-saham-publik-awal-tahun-depan
OPEC: Hingga akhir tahun, minyak akan bertahan di level sekarang ini
http://investasi.kontan.co.id/v2/read/1316425692/77740/OPEC-Hingga-akhir-tahun-minyak-akan-bertahan-di-level-sekarang-ini
Dikabarkan tambah capex, saham MAPI cetak rekor tertinggi
http://investasi.kontan.co.id/v2/read/1316423976/77736/Dikabarkan-tambah-capex-saham-MAPI-cetak-rekor-tertinggi
Penggabungan usaha bakal bebani keuangan LPPF
http://investasi.kontan.co.id/v2/read/1316423106/77734/Penggabungan-usaha-bakal-bebani-keuangan-LPPF-
OKAS sudah kantongi fasilitas pinjaman US$ 25 juta
http://investasi.kontan.co.id/v2/read/1316423054/77731/OKAS-sudah-kantongi-fasilitas-pinjaman-US-25-juta
Join operation ADHI - Goldstar raih proyek senilai US$ 931,48 juta
http://investasi.kontan.co.id/v2/read/1316421733/77728/Join-operation-ADHI-Goldstar-raih-proyek-senilai-US-93148-juta
Solusi Tunas incar dana IPO sebesar Rp 300 miliar
http://investasi.kontan.co.id/v2/read/1316419047/77724/Solusi-Tunas-incar-dana-IPO-sebesar-Rp-300-miliar
Penjualan Asing Makin Tekan Akhir Sesi I IHSG. net foreign sell Rp43,7 miliar.
http://pasarmodal.inilah.com/read/detail/1775885/penjualan-asing-makin-tekan-akhir-sesi-i-ihsg
Investor Waspada Krisis Utang Eropa, IHSG Lesu
http://finance.detik.com/read/2011/09/19/120429/1725307/6/investor-waspada-krisis-utang-eropa-ihsg-lesu
BBRI, UNVR, dan ASII menjadi bluechip penggerus indeks terbesar di sesi I
http://investasi.kontan.co.id/v2/read/1316409716/77708/BBRI-UNVR-dan-ASII-menjadi-bluechip-penggerus-indeks-terbesar-di-sesi-I
Koreksi Berlanjut, Cermati Saham Kriteria Khusus
http://pasarmodal.inilah.com/read/detail/1775874/koreksi-berlanjut-cermati-saham-kriteria-khusus
Krisis Utang Euro Picu Saham Eropa Bakal Anjlok
http://pasarmodal.inilah.com/read/detail/1775906/krisis-utang-euro-picu-saham-eropa-bakal-anjlok
Naik Tajam, Saham Agis Diawasi
http://pasarmodal.inilah.com/read/detail/1775902/naik-tajam-saham-agis-diawasi
Trikomsel Rencana Tambah Modal Awal 2012
http://pasarmodal.inilah.com/read/detail/1775921/trikomsel-rencana-tambah-modal-awal-2012
Biayai proyek PLTU Sumsel-5, DSSA jual aset senilai Rp 129 miliar
http://investasi.kontan.co.id/v2/read/1316408727/77706/Biayai-proyek-PLTU-Sumsel-5-DSSA-jual-aset-senilai-Rp-129-miliar
Our annual flagship event of the year is opening today: the 18th CLSA Investor Forum (IF) in Hong Kong. Months of hard work went into the preparations of theconference. This year promises to be the largest and hopefully the most interesting of IFs just yet.
Over 600 senior executives from over 210 corporates will participate in the week-long conference. And a record 1700 investors from all around the world will join the event. We have scheduled over 3440 meetings (2700 private meetings).
Whats the big deal? What is the IF offering?
From Indonesia, there will be a contingent of nine companies
* Astra International (ASII IJ) As the largest listed conglomerate in Indonesia, ASII is the proxy to Indonesia.
* Bank Central Asia (BBCA IJ) BBCA is the transaction bank in the country best deposit taking franchise.
* Bank Rakyat Indonesia (BBRI IJ) Largest micro-finance lender in the country
* Bank Mandiri (BMRI IJ) One of the best run SOE bank. Closing in on BCA on deposit taking franchise.
* Media Nusantara Citra (MNCN IJ) The largest integrated media company in Indonesia
* Lippo Karawaci (LPKR IJ) LPKR is one of the countrys largest listed property developers and the only with a national chain of hospitals.
* Adaro Energy (ADRO IJ) ADRO is Indonesias 2nd largest coal player. We recently
We recently put a negative call on ADRO for uncertainty surrounding its 2 new coal acquisitions
# BUMI Resources (BUMI IJ) Indonesias largest coal mine. Very leveraged into coal spot prices and a deleveraging play.
# Indofood (INDF IJ) One of the largest consumer plays in the country. Dominant presence in instant noodles and flour. (clsa -kz)
*DJ Bank Indonesia Likely Sold $50 Mln At IDR8,870 - Dealers
*DJ Bank Indonesia Bought IDR1.73 Tln Government Bonds Friday
UNSP: 350-500. Full year net profit could exceed IDR950 billion (EPS: IDR70), up 18% from IDR806 billion at the end of 2010. It is now trading at a p/e ratio of only 5.28X 2011 earnings, far below the industrial average p/e ratio of 15X. At that average UNSP should be fairly valued at IDR1,100. Best buy is at any levels below IDR370.
PT Mitra Adiperkasa Tbk (MAPI) pemegang merek swalayan Metro mengikuti non-deal roadshow yang diselenggarakan CLSA, di Paris, Perancis, Jumat (16/9). Demikian mengutip keterbukaan informasi yang diterbitkan BEI, hari ini. Perseroan akan memperkenalkan kepada investor sebagai perusahaan ritel terkemuka di Indonesia. Selama ini MAPI telah mengakuisisi produk-produk berkualitas dalam dan luar negeri. Pada bulan Juli lalu, perseroan menggandeng Marks & Spencer Food untuk melebarkan bisnis menjadi 12 buah gerai di Jakarta, Bandung, Surabaya, Bali dan Medan.
Agenda ::: 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
22 September rups argo pantes, BANK PUNDI INDONESIA RIGHT ISSUE, RASIO 6:5 (100) CUM , Rups ADMF, Rups Tanah Laut, CATUR SENTOSA ADIPRANA (CSAP) DIVIDEND, RP 2 CUM
23 September rups CFIN, Skedul Pembayaran Hutang Yunani
26 September Rups AMAG,
27 September Cum Right Issue KIJA 219:500 (250), INCO RUPSLB, RUPSLB KIAS
Bloomberg: Garuda’s Citilink Says Airbus A320 Flights to Start Sept. 23
Bloomberg: Global Land to Build 3 Trillion Rupiah Resort, Kontan Reports
Intan Baruprana Finance Rencana IPO 2013
http://pasarmodal.inilah.com/read/detail/1775819/intan-baruprana-finance-rencana-ipo-2013
IPO, Solusi Tunas Pratama Lepas 16,5% Saham
http://pasarmodal.inilah.com/read/detail/1775824/ipo-solusi-tunas-pratama-lepas-165-saham
BCA Beli 75% Saham Dinamika Usaha Jaya
http://pasarmodal.inilah.com/read/detail/1775826/bca-beli-75-saham-dinamika-usaha-jaya
Telkom Siap Jual Beberapa Anak Usaha di Bursa
http://finance.detik.com/read/2011/09/19/101012/1725208/6/telkom-siap-jual-beberapa-anak-usaha-di-bursa
Hingga Agustus, PTPP baru dapat kontrak baru sebesar Rp 6,3 triliun
http://investasi.kontan.co.id/v2/read/1316403342/77691/Hingga-Agustus-PTPP-baru-dapat-kontrak-baru-sebesar-Rp-63-triliun
Saham AALI dan LSIP tergerus pada transaksi pagi ini
http://investasi.kontan.co.id/v2/read/1316404353/77695/Saham-AALI-dan-LSIP-tergerus-pada-transaksi-pagi-ini
Investor kembali mengoleksi emas
http://investasi.kontan.co.id/v2/read/1316407016/77701/Investor-kembali-mengoleksi-emas
DJ UPDATE: Moody's: Indonesia Repatriation Rule Is Negative For Coal, Palm-Oil
--Indonesia's export proceeds repatriation rule credit negative for coal,
crude palm oil exporters
--Rule will hit hardest marginal, unlisted and unrated exporters
--Rule will disadvantage foreign creditors and make them less willing to
invest in Indonesian corporate debt
By I Made Sentana Of DOW JONES NEWSWIRES
JAKARTA (Dow Jones)--Bank Indonesia's planned rule requiring companies to bring all foreign exchange proceeds to onshore banks is credit negative for Indonesian major coal and palm-oil exporters, potentially reducing their access to cross-border debt financing,(selengkapnya email)
Bloomberg: *PALM OIL FUTURES LOSE AS MUCH AS 1.1% TO 3,043 RINGGIT PER TON
Bloomberg: Asian Stocks Fall on Concern Europe Woes Will Slow World Growth
Bloomberg: Indomobil Expects to Double Coal Output Next Year, Kontan Says
Bloomberg: Bumi to Sell Stake in Metal Mining Unit For 17.5t Rupiah
Bloomberg: Intraco Plans to Sell 1.3 Trillion Rupiah of Bonds, Daily Says
Bloomberg: Bank Indonesia’s Sarwono Confirms Rupiah Intervention: WSJ Link
Inilah Pilihan Saham Senin (19/9)
http://pasarmodal.inilah.com/read/detail/1775603/inilah-pilihan-saham-senin-199
Rekomendasi Saham
Investor Masih Waspada, IHSG Berpotensi Menguat
http://finance.detik.com/read/2011/09/19/074125/1725119/6/investor-masih-waspada-ihsg-berpotensi-menguat
Analis: Indeks berpotensi melanjutkan penguatan akhir pekan
http://investasi.kontan.co.id/v2/read/1316397638/77678/Analis-Indeks-berpotensi-melanjutkan-penguatan-akhir-pekan
Inilah Faktor Penekan IHSG Hari Ini
http://pasarmodal.inilah.com/read/detail/1775810/inilah-faktor-penekan-ihsg-hari-ini
Pilih Saham Penggerak Pasar!
http://pasarmodal.inilah.com/read/detail/1775600/pilih-saham-penggerak-pasar
Rupiah mendekati level terlemah dalam tujuh bulan terakhir
http://investasi.kontan.co.id/v2/read/1316398166/77680/Rupiah-mendekati-level-terlemah-dalam-tujuh-bulan-terakhir
Bumi Plc Bayar 75,1% Saham BUMI di BRM dengan CB
http://pasarmodal.inilah.com/read/detail/1775811/bumi-plc-bayar-751-saham-bumi-di-brm-dengan-cb
Rencana Akuisisi CamGSM, 'Buy' Telkom
http://pasarmodal.inilah.com/read/detail/1775812/rencana-akuisisi-camgsm-buy-telkom
Daewoo Naikkan Target Price UNSP ke Rp550
http://pasarmodal.inilah.com/read/detail/1775806/daewoo-naikkan-target-price-unsp-ke-rp550
Financial Engineering Bakrie 1 Level Lebih Tinggi
http://pasarmodal.inilah.com/read/detail/1775656/financial-engineering-bakrie-1-level-lebih-tinggi
Citra Bumi Sentosa Tender Offer Saham AIMS
http://pasarmodal.inilah.com/read/detail/1775616/citra-bumi-sentosa-tender-offer-saham-aims
PNIN Targetkan Laba Bersih Akhir 2011 Rp 700 M
http://pasarmodal.inilah.com/read/detail/1775793/pnin-targetkan-laba-bersih-akhir-2011-rp-700-m
Diincar Investor Asing, Cermati Saham DAVO
http://pasarmodal.inilah.com/read/detail/1775805/diincar-investor-asing-cermati-saham-davo
ASRI bangun kondotel Rp 500 miliar di Bali
http://investasi.kontan.co.id/v2/read/1316397621/77679/ASRI-bangun-kondotel-Rp-500-miliar-di-Bali
Saham eksportir Asia dilanda aksi jual, bursa Asia tergerus
http://investasi.kontan.co.id/v2/read/1316396484/77676/Saham-eksportir-Asia-dilanda-aksi-jual-bursa-Asia-tergerus
REPO BNBR
BNBR bayar repo ke Recapital Rp 30 miliar
http://investasi.kontan.co.id/v2/read/1316393154/77672/BNBR-bayar-repo-ke-Recapital-Rp-30-miliar
Indomobil mulai mengeduk batubara
http://investasi.kontan.co.id/v2/read/1316389371/77668/Indomobil-mulai-mengeduk-batubara
Nilai kontrak baru ADHI capai Rp 8,2 triliun
http://investasi.kontan.co.id/v2/read/1316341485/77659/Nilai-kontrak-baru-ADHI-capai-Rp-82-triliun
Selain IPO, Solusi Tunas juga ingin terbitkan obligasi
http://investasi.kontan.co.id/v2/read/1316328232/77656/Selain-IPO-Solusi-Tunas-juga-ingin-terbitkan-obligasi
KPIG berniat bangun resor senilai Rp 3 triliun
http://investasi.kontan.co.id/v2/read/1316322537/77654/KPIG-berniat-bangun-resor-senilai-Rp-3-triliun
Tuscany menargetkan Apexindo bisa kembali go public
http://investasi.kontan.co.id/v2/read/1316236675/77640/Tuscany-menargetkan-Apexindo-bisa-kembali-go-public
Trades of the Day... Fundamentally: CIMB mempertahankan rating Ace Hardware pada OUTPERFORM dengan target harga Rp3700. Aug SSSG naik ke all time high 44.6% (YTD SSG naik ke 18.5% dari 15.6%), dan mendorong penjualan ke Rp241bn atau rekor tertinggi. Hal ini didukung oleh lonjakan volume dan tidak adanya discount. Dengan leading indicator dari consumer confidence dan perumahan yang baik, kami masih bullish untuk saham ini. Ada store expansion 2.2k sqm pada Aug, 18% YTD.
London-listed company Bumi Plc today announces a lower conversion price on its US$2.01 billion convertible bonds (CB) that will be issued in return for 20.85 billion shares or 75.1% stake in non-coal company PT Bumi Resources Minerals Tbk (BRMS), a subsidiary of PT Bumi Resources Tbk (BUMI). In a prospectus published today, the conversion price is set at 11.80 pound sterling per share, a 25.69% lower than the previous plan at 15.88 pound sterling per share. Referring to sale and purchase agreement signed on June 10 2011, Bumi Resources will sell 75.1% stake in BRMS to Bumi Plc at Rp840.16 per share or Rp17.52 trillion. Bumi Resources will hold an extraordinary of shareholders meeting on October 21 2011.
PT Delta Dunia Makmur Tbk (DOID), parent of Indonesia's second largest coal contractor PT Bukit Makmur Mandiri Utama (BUMA), reported a flat coal production in the first 8 months of this year. Delta Dunia produced 22.7 million tons of coal in 8M 2011, a 0.44% increase from 8M 2010. In August 2011, Delta Dunia produced 2.9 million tons of coal, a drop from 3.1 million tons in August 2010. Despite a stagnancy in coal production, Delta Dunia's overburden removal rose 15.62% to 186.7 million bank cubic meter (bcm) in 8M 2011 from 160.9 million bcm in 8M 2010. Overburden removal in August reached 30.9 million bcm from 27.3 million bcm.
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