2nd SESSION on JCI 21.09.11
@3697.49 (-54.61 pts) (-1.45 %) (H:3752.29 ; L: 3687.91)
Value: . 3.47 T (NG 276 B )
Volume: 2.81 B (NG 206 M )
Foreign Nett Sell: 586 B
USD/IDR: 8860 (+0.34%)
6 MARKET DRIVEN BY SECTOR
MANUFACTURE (-1.88%) (962.522 B )
FINANCE. (-1.55%). (870.051B )
MINING. ( -1.43%) (607.131 B )
TRADE. (-1.82%) (426.751 B )
CONSUMER. (-2.04%) (323.505 B )
INFRASTRUC.( -0.19%) (302.597 B )
6 NETT BUY STOCKs BY FOREIGN
TLKM. @ 7572 (34.61 B )
LSIP. @ 2148 (10.03 B )
CMNP. @ 1603 (7.65 B )
SMGR. @ 8300 (6.70 B )
ANTM. @ 1792 (5.54 B )
BRMS. @ 699. (4.64 B )
6 NETT SELL STOCKs BY FOREIGN
UNTR. @ 22233 (102.42 B )
INDF. @ 5051. (75.38 B )
BUMI. @ 2592. (68.55 B )
ASII. @ 64158 (52.18 B )
BBRI. @ 6113. (50.45 B )
BBNI. @ 3853. (46.68 B )
8 MOST ACTIVE STOCKs BY VALUE
ASII. @ 64050 (-2.06%)
BUMI. @ 2575. (-2.83%)
BMRI. @6200. (-1.58%)
UNTR. @ 22150 (-3.69%)
BBRI. @ 6100. (-1.61%)
INDF. @ 5000. (-4.76%)
TLKM. @ 7550. (+1.34%)
BBCA. @ 7750. (-2.51%)
8 MOST ACTIVE STOCKs BY VOLUME
STAR-W @ 24. (633.145 M)
ENRG. @ 168. (318.271 M)
KIJA. @ 157. (270.751 M)
TMPI. @ 205 (137.556 M)
BNBR. @ 60. (136.191 M)
ELTY. @ 132. (132.432 M)
BUMI. @ 2575 (95.953 M)
STAR. @ 240 (90.343 M)
*DJ S&P: Global Risks Could Slow Pace Of Upgrades For Indonesia, Sri Lanka
Property developer PT Metropolitan Land Tbk (Metland) today reports a 183.54% jump in attributable profit (net profit) as revenue rose.
Metland, a newly listed company at Indonesia Stock Exchange, booked Rp63.20 billion net profit in 1H 2011 from Rp22.29 billion in 1H 2010. Gross profit rose 73.32% to Rp130.49 billion from Rp75.29 billion.
Asia Mulai Naik, IHSG Masih Ditutup Turun 1,46%
http://pasarmodal.inilah.com/read/detail/1776804/asia-mulai-naik-ihsg-masih-ditutup-turun-146
Investor Selamatkan Portofolio, IHSG Terpangkas 54 Poin. Foreign net sell Rp 585,442 miliar
http://finance.detik.com/read/2011/09/21/160657/1727526/6/investor-selamatkan-portofolio-ihsg-terpangkas-54-poin
Semua sektor memerah, IHSG ditutup jatuh 1,46% di sesi sore
http://investasi.kontan.co.id/v2/read/1316597101/77971/Semua-sektor-memerah-IHSG-ditutup-jatuh-146-di-sesi-sore
BNI Jadi Trustee and Paying Agent Kontrak LNG&LPG
http://pasarmodal.inilah.com/read/detail/1776802/bni-jadi-trustee-and-paying-agent-kontrak-lnglpg
UNTR targetkan produksi 7 juta ton batubara di 2012
http://investasi.kontan.co.id/v2/read/1316588813/77954/UNTR-targetkan-produksi-7-juta-ton-batubara-di-2012
BPFI targetkan penyaluran pembiayaan senilai Rp 650 miliar di 2011
http://investasi.kontan.co.id/v2/read/1316592622/77962/BPFI-targetkan-penyaluran-pembiayaan-senilai-Rp-650-miliar-di-2011
TKIM bayar dividen Rp 15 per saham pada 27 Oktober
http://investasi.kontan.co.id/v2/read/1316594386/77964/TKIM-bayar-dividen-Rp-15-per-saham-pada-27-Oktober-
Right issue tertunda, saham KIJA tumbang hingga 8,7%
http://investasi.kontan.co.id/v2/read/1316595763/77968/Right-issue-tertunda-saham-KIJA-tumbang-hingga-87
Inilah Negara Pengutang Terbesar Dunia
http://pasarmodal.inilah.com/read/detail/1776792/inilah-negara-pengutang-terbesar-dunia
Menteri Akui Yunani Diperas Pasar
http://pasarmodal.inilah.com/read/detail/1776812/menteri-akui-yunani-diperas-pasar
Karena Cemas, Investor Memilih Emas
http://pasarmodal.inilah.com/read/detail/1776786/karena-cemas-investor-memilih-emas
Bursa Eropa Turun Jelang Hasil Rapat Fed
http://pasarmodal.inilah.com/read/detail/1776777/bursa-eropa-turun-jelang-hasil-rapat-fed
Pemerintah Akui Sulit Prediksi IHSG dan Rupiah
http://pasarmodal.inilah.com/read/detail/1776739/pemerintah-akui-sulit-prediksi-ihsg-dan-rupiah
Batavia Finance Rencana Rights Issue Akhir 2012
http://pasarmodal.inilah.com/read/detail/1776731/batavia-finance-rencana-rights-issue-akhir-2012
IMF: Ekonomi Global Dalam Fase Baru Yang Berbahaya
http://pasarmodal.inilah.com/read/detail/1776764/imf-ekonomi-global-dalam-fase-baru-yang-berbahaya
Penuhi kontrak jatuh tempo, Logam Mulia batasi pembelian ritel emas batangan
http://investasi.kontan.co.id/v2/read/1316587718/77950/Penuhi-kontrak-jatuh-tempo-Logam-Mulia-batasi-pembelian-ritel-emas-batangan
Palm oil producer PT BW Plantation Tbk (BWPT), a company that is controlled by Indonesian businessman Budiono Widodo, reported a 44.15% increase in CPO production volume in the first 8 months of this year, The company produced 77,642 tons of CPO in 8M 2011 from 53,862 tons in 8M 2010. BW Plantation reported a 35.25% increase in fresh fruit bunch (FFB) to 320,274 tons in 8M 2011 from 236,802 tons in 8M 2010.
Kim Eng Indonesia Research : Rupiah Plays
Rupiah plays
We believe the rupiah weakening would be temporary. The rupiah will rebound as the global economic risks decline and risk appetite returns. For instance, when Lehman Brothers collapsed in September 2008, which increased risks in the global banking system, the rupiah fell to its weakest level in November 2008; however, it had appreciated steadily from then on. This time around, we may see the same trend, though probably in a more moderate form.
Kim Eng : Rupiah Play , We list a number of stocks under the negative and positive lists below.
NEGATIVE LIST
SMCB.IJ, BUY, TP Rp2,525
ICBP.IJ, BUY, TP Rp6,800
UNVR.IJ, BUY, TP Rp18,300
ISAT.IJ, HOLD, TP Rp6,200
TLKM.IJ, HOLD, TP Rp8,350
CPIN.IJ, BUY, TP Rp3,500
JPFA.IJ, HOLD, TP Rp4,720
MAIN.IJ, TRADING BUY, TP Rp1,530
POSITIVE LIST
TINS.IJ, BUY, TP Rp2,825
ADRO.IJ, BUY, TP Rp2,650
PTBA.IJ, BUY, TP Rp27,000
BUMI.IJ, HOLD, TP Rp3,100
ITMG.IJ, BUY, TP Rp57,200
UNTR.IJ, HOLD, TP Rp26,100
AALI.IJ, BUY, TP Rp25,800
LSIP.IJ, BUY, TP Rp2,900)
PGAS.IJ, HOLD, TP Rp3,100
AMFG.IJ, HOLD, TP Rp8,800
*DJ Coal India: Hopeful Of Shortlisting A Few Supply Proposals From 16 Received
*DJ Coal India: Most Overseas Coal Suppliers Aren't Giving Discounts On Interna
*DJ Coal India: Still Awaiting India Govt OK To Buy Unlisted Mining Companies O (selengkapnya dikirim lwt email)
*DJ Coal India To Seek Approval In India-Indonesia Coal Working Group Meeting I
*DJ Coal India: Plan To Establish JV With Indonesia Mining Company For Coal Min
*DJ Coal India Chairman: Plan To Seek Allocation Of Indonesia Coal Mine
*DJ Coal India: Hopeful Of Shortlisting A Few Supply Proposals From 16 Received
*DJ Coal India: Most Overseas Coal Suppliers Aren't Giving Discounts On Interna
*DJ Coal India: Still Awaiting India Govt OK To Buy Unlisted Mining Companies O
ENRG: 160-270. STILL, it is the Masela factor that in the future would help ENRG's performance and increase its asset value. Anyway, this may put ENRG to become a target of acquisition by both foreign and domestic companies due to promising outlook on Kangean and Masela gas and oil block acquired in 2009. My 12-month target on M&A possibility is at IDR320. It is a buy at any levels below IDR180.
Temasek is bidding 60% Poly's stake and assuming debt from Damiano Investment BV, the Netherland. Price Range at IDR3000-IDR4000, a 50% discount to IDR6,000 pre reversed stock in 2008. (RUMORS ON STREET)
Penjualan kendaraan turun, saham ASII sempat tergelincir 2,9%
http://investasi.kontan.co.id/v2/read/1316577844/77931/Penjualan-kendaraan-turun-saham-ASII-sempat-tergelincir-29
CPO tergerus setelah IMF pangkas proyeksi ekonomi global
http://investasi.kontan.co.id/v2/read/1316578957/77932/CPO-tergerus-setelah-IMF-pangkas-proyeksi-ekonomi-global-
ADHI masih menunggu pembayaran ganti rugi proyek monorel
http://investasi.kontan.co.id/v2/read/1316579638/77933/ADHI-masih-menunggu-pembayaran-ganti-rugi-proyek-monorel
Rupiah terseret mendekati level terlemah tujuh bulan
http://investasi.kontan.co.id/v2/read/1316575954/77929/Rupiah-terseret-mendekati-level-terlemah-tujuh-bulan
Rencana right issue menyeret saham CFIN ke level terendah 10 bulan\
http://investasi.kontan.co.id/v2/read/1316574349/77923/Rencana-right-issue-menyeret-saham-CFIN-ke-level-terendah-10-bulan
Penjualan alat berat turun, UNTR terseret ke level terendah empat bulan
http://investasi.kontan.co.id/v2/read/1316573598/77920/Penjualan-alat-berat-turun-UNTR-terseret-ke-level-terendah-empat-bulan
Analis Rekomendasikan 'Buy' Saham BRMS
http://pasarmodal.inilah.com/read/detail/1776663/analis-rekomendasikan-buy-saham-brms
Penjualan Alat Berat Agustus Naik, 'Hold' UNTR
http://pasarmodal.inilah.com/read/detail/1776659/penjualan-alat-berat-agustus-naik-hold-untr
Penjualan Kendaraan Agustus Turun, Hold ASII
http://pasarmodal.inilah.com/read/detail/1776658/penjualan-kendaraan-agustus-turun-hold-asii
KSEI Tutup 43 Ribu Lebih Rekening Tidur
http://pasarmodal.inilah.com/read/detail/1776665/ksei-tutup-43-ribu-lebih-rekening-tidur
CS INDO::: Telekomunikasi Indonesia: A Liquid Way to Play The Indonesian Cellular Recovery
United Tractors: Expected MoM Slowdown on the Back of Seasonality
Astra International: August Auto Sales Volumes Drop, as Expected, Due to Seasonality. Colin maintains his Outperform rating on Telkom (TLKM, O, PT Rp9,750), Indosat (ISAT, O, PT Rp7,900) and XL Axiata (EXCL, O, PT Rp7,200). With high operational gearing, all three companies should benefit from higher earnings amid rising revenue.
JAKARTA. Indonesia menaikkan bea keluar (BK) minyak kelapa sawit alias crude palm oil (CPO) menjadi 16,5% untuk bulan Oktober 2011. Bulan ini, BK CPO sebesar 15%. Namun, pemerintah tidak menaikkan BK kakao. "BK kakao tetap 10%," ujar Dedy Saleh Direktur Jenderal Perdagangan Luar Negeri Kementerian Perdagangan hari ini (21/9).
Bloomberg: Palm Oil Falls as Much as 0.8% to 3,043 Ringgit a Metric Ton
Bloomberg: Asia Stocks Drop After IMF Cuts Growth Forecast; Hang Seng Slips
Bloomberg: Conference Board China Leading Index Rises for at Least 7th Mon
Bloomberg: AKR to Invest 800b Rupiah for Expansion Until 2012, Bisnis Says
Bloomberg: Clipan Seeks to Raise 468.6 Billion Rupiah in Oct. Rights Offer
Inilah Menu Saham Pilihan Rabu (21/9)
http://pasarmodal.inilah.com/read/detail/1776525/inilah-menu-saham-pilihan-rabu-219
Rekomendasi Saham
IHSG Berpotensi Menguat Perlahan
http://finance.detik.com/read/2011/09/21/073852/1726917/6/ihsg-berpotensi-menguat-perlahan
PROYEKSI IHSG
Ruang sempit IHSG
http://investasi.kontan.co.id/v2/read/1316564400/77895/Ruang-sempit-IHSG
Inilah Saham-saham yang Bakal Menguat Hari Ini
http://pasarmodal.inilah.com/read/detail/1776655/inilah-saham-saham-yang-bakal-menguat-hari-ini
Kinerja ASRI bakal kian manis berkat Pasar Kemis
http://investasi.kontan.co.id/v2/read/1316563200/77893/Kinerja-ASRI-bakal-kian-manis-berkat-Pasar-Kemis
Sepanjang Agustus, penjualan alat berat UNTR turun 19%
http://investasi.kontan.co.id/v2/read/1316513909/77866/Sepanjang-Agustus-penjualan-alat-berat-UNTR-turun-19
Cermati,!Temasek Tambah Kepemilikan di Danamon
http://pasarmodal.inilah.com/read/detail/1776642/cermatitemasek-tambah-kepemilikan-di-danamon
ASII Tetap Rajai Penjualan Mobil Agustus 2011
http://pasarmodal.inilah.com/read/detail/1776529/asii-tetap-rajai-penjualan-mobil-agustus-2011
Kinerja Melesat, TINS Bakal Menuju Rp3.000
http://pasarmodal.inilah.com/read/detail/1776643/kinerja-melesat-tins-bakal-menuju-rp3000
ALMI Rencana Akuisisi Usaha Aluminium Malaysia
http://pasarmodal.inilah.com/read/detail/1776644/almi-rencana-akuisisi-usaha-aluminium-malaysia
Tunggu Hasil Fed, Saham Asia Mayoritas Tumbang
http://pasarmodal.inilah.com/read/detail/1776648/tunggu-hasil-fed-saham-asia-mayoritas-tumbang
Saham Cenderung Naik Rame-Rame
http://pasarmodal.inilah.com/read/detail/1776507/saham-cenderung-naik-rame-rame
Saham-saham Unggulan Menguji Level Resistance
http://pasarmodal.inilah.com/read/detail/1776657/saham-saham-unggulan-menguji-level-resistance
Solusi Tunas dan SMR IPO oktober
http://investasi.kontan.co.id/v2/read/1316567400/77901/Solusi-Tunas-dan-SMR-IPO-oktober
BRPT lepas 7,13% saham TPIA
http://investasi.kontan.co.id/v2/read/1316566800/77900/BRPT-lepas-713-saham-TPIA
LPPF baru pakai capex Rp 90 miliar
http://investasi.kontan.co.id/v2/read/1316566200/77899/LPPF-baru-pakai-capex-Rp-90-miliar
Dow Jones ditutup positif saat pasar menanti kebijakan The Twist dari Fed
http://investasi.kontan.co.id/v2/read/1316565392/77896/Dow-Jones-ditutup-positif-saat-pasar-menanti-kebijakan-The-Twist-dari-Fed
CDS Indonesia naik, harga SUN tertekan
http://investasi.kontan.co.id/v2/read/1316565000/77897/CDS-Indonesia-naik-harga-SUN-tertekan
INAF menyiapkan Rp 50 miliar untuk menggenjot produksi
http://investasi.kontan.co.id/v2/read/1316563800/77894/INAF-menyiapkan-Rp-50-miliar-untuk-menggenjot-produksi
Anak usaha BRPT realisasikan capex US$ 22 juta
http://investasi.kontan.co.id/v2/read/1316521595/77874/Anak-usaha-BRPT-realisasikan-capex-US-22-juta
ELSA catatkan kontrak US$ 108 juta hingga Agustus 2011
http://investasi.kontan.co.id/v2/read/1316511119/77864/ELSA-catatkan-kontrak-US-108-juta-hingga-Agustus-2011
UOB Kayhian says Indonesian banks are resilient to the global crisis as their direct exposure to European countries and the U.S. that are facing an economic problem is relatively small. According to data from Bank Indonesia, total exposure to the Europe and U.S. makes up only 3.13% of all Indonesian banks’ total assets. UOB also says that recent central bank's move requiring exporters to deposit their exports earnings in domestic Indonesian banks, effective 1 October, will be positive for local banking industry as it will add liquidity to the banking system and bring in additional revenue for the banks.
Trades of the Day...
Fundamentally:
CIMB mempertahankan rating Gudang Garam (GGRM) pada OUTPERFORM dengan target harga 2011 sebesar Rp56500 dan Rp67800 untuk 2012, atau sekitar 22.2-18.5x FY12-13 PER. Excise tax pada 2012 budget menunjukan bahwa pajak cukai akan menguntungkan produsen MRC skala besar, konsisten dengan 4 tahun terakhir. GGRM akan terus meningkatkan pangsa pasar dan mempertahankan margin. Resiko utama adalah growth outlook dan kegagalan panen cengkih pada 2012
@3697.49 (-54.61 pts) (-1.45 %) (H:3752.29 ; L: 3687.91)
Value: . 3.47 T (NG 276 B )
Volume: 2.81 B (NG 206 M )
Foreign Nett Sell: 586 B
USD/IDR: 8860 (+0.34%)
6 MARKET DRIVEN BY SECTOR
MANUFACTURE (-1.88%) (962.522 B )
FINANCE. (-1.55%). (870.051B )
MINING. ( -1.43%) (607.131 B )
TRADE. (-1.82%) (426.751 B )
CONSUMER. (-2.04%) (323.505 B )
INFRASTRUC.( -0.19%) (302.597 B )
6 NETT BUY STOCKs BY FOREIGN
TLKM. @ 7572 (34.61 B )
LSIP. @ 2148 (10.03 B )
CMNP. @ 1603 (7.65 B )
SMGR. @ 8300 (6.70 B )
ANTM. @ 1792 (5.54 B )
BRMS. @ 699. (4.64 B )
6 NETT SELL STOCKs BY FOREIGN
UNTR. @ 22233 (102.42 B )
INDF. @ 5051. (75.38 B )
BUMI. @ 2592. (68.55 B )
ASII. @ 64158 (52.18 B )
BBRI. @ 6113. (50.45 B )
BBNI. @ 3853. (46.68 B )
8 MOST ACTIVE STOCKs BY VALUE
ASII. @ 64050 (-2.06%)
BUMI. @ 2575. (-2.83%)
BMRI. @6200. (-1.58%)
UNTR. @ 22150 (-3.69%)
BBRI. @ 6100. (-1.61%)
INDF. @ 5000. (-4.76%)
TLKM. @ 7550. (+1.34%)
BBCA. @ 7750. (-2.51%)
8 MOST ACTIVE STOCKs BY VOLUME
STAR-W @ 24. (633.145 M)
ENRG. @ 168. (318.271 M)
KIJA. @ 157. (270.751 M)
TMPI. @ 205 (137.556 M)
BNBR. @ 60. (136.191 M)
ELTY. @ 132. (132.432 M)
BUMI. @ 2575 (95.953 M)
STAR. @ 240 (90.343 M)
*DJ S&P: Global Risks Could Slow Pace Of Upgrades For Indonesia, Sri Lanka
Property developer PT Metropolitan Land Tbk (Metland) today reports a 183.54% jump in attributable profit (net profit) as revenue rose.
Metland, a newly listed company at Indonesia Stock Exchange, booked Rp63.20 billion net profit in 1H 2011 from Rp22.29 billion in 1H 2010. Gross profit rose 73.32% to Rp130.49 billion from Rp75.29 billion.
Asia Mulai Naik, IHSG Masih Ditutup Turun 1,46%
http://pasarmodal.inilah.com/read/detail/1776804/asia-mulai-naik-ihsg-masih-ditutup-turun-146
Investor Selamatkan Portofolio, IHSG Terpangkas 54 Poin. Foreign net sell Rp 585,442 miliar
http://finance.detik.com/read/2011/09/21/160657/1727526/6/investor-selamatkan-portofolio-ihsg-terpangkas-54-poin
Semua sektor memerah, IHSG ditutup jatuh 1,46% di sesi sore
http://investasi.kontan.co.id/v2/read/1316597101/77971/Semua-sektor-memerah-IHSG-ditutup-jatuh-146-di-sesi-sore
BNI Jadi Trustee and Paying Agent Kontrak LNG&LPG
http://pasarmodal.inilah.com/read/detail/1776802/bni-jadi-trustee-and-paying-agent-kontrak-lnglpg
UNTR targetkan produksi 7 juta ton batubara di 2012
http://investasi.kontan.co.id/v2/read/1316588813/77954/UNTR-targetkan-produksi-7-juta-ton-batubara-di-2012
BPFI targetkan penyaluran pembiayaan senilai Rp 650 miliar di 2011
http://investasi.kontan.co.id/v2/read/1316592622/77962/BPFI-targetkan-penyaluran-pembiayaan-senilai-Rp-650-miliar-di-2011
TKIM bayar dividen Rp 15 per saham pada 27 Oktober
http://investasi.kontan.co.id/v2/read/1316594386/77964/TKIM-bayar-dividen-Rp-15-per-saham-pada-27-Oktober-
Right issue tertunda, saham KIJA tumbang hingga 8,7%
http://investasi.kontan.co.id/v2/read/1316595763/77968/Right-issue-tertunda-saham-KIJA-tumbang-hingga-87
Inilah Negara Pengutang Terbesar Dunia
http://pasarmodal.inilah.com/read/detail/1776792/inilah-negara-pengutang-terbesar-dunia
Menteri Akui Yunani Diperas Pasar
http://pasarmodal.inilah.com/read/detail/1776812/menteri-akui-yunani-diperas-pasar
Karena Cemas, Investor Memilih Emas
http://pasarmodal.inilah.com/read/detail/1776786/karena-cemas-investor-memilih-emas
Bursa Eropa Turun Jelang Hasil Rapat Fed
http://pasarmodal.inilah.com/read/detail/1776777/bursa-eropa-turun-jelang-hasil-rapat-fed
Pemerintah Akui Sulit Prediksi IHSG dan Rupiah
http://pasarmodal.inilah.com/read/detail/1776739/pemerintah-akui-sulit-prediksi-ihsg-dan-rupiah
Batavia Finance Rencana Rights Issue Akhir 2012
http://pasarmodal.inilah.com/read/detail/1776731/batavia-finance-rencana-rights-issue-akhir-2012
IMF: Ekonomi Global Dalam Fase Baru Yang Berbahaya
http://pasarmodal.inilah.com/read/detail/1776764/imf-ekonomi-global-dalam-fase-baru-yang-berbahaya
Penuhi kontrak jatuh tempo, Logam Mulia batasi pembelian ritel emas batangan
http://investasi.kontan.co.id/v2/read/1316587718/77950/Penuhi-kontrak-jatuh-tempo-Logam-Mulia-batasi-pembelian-ritel-emas-batangan
Palm oil producer PT BW Plantation Tbk (BWPT), a company that is controlled by Indonesian businessman Budiono Widodo, reported a 44.15% increase in CPO production volume in the first 8 months of this year, The company produced 77,642 tons of CPO in 8M 2011 from 53,862 tons in 8M 2010. BW Plantation reported a 35.25% increase in fresh fruit bunch (FFB) to 320,274 tons in 8M 2011 from 236,802 tons in 8M 2010.
Kim Eng Indonesia Research : Rupiah Plays
Rupiah plays
We believe the rupiah weakening would be temporary. The rupiah will rebound as the global economic risks decline and risk appetite returns. For instance, when Lehman Brothers collapsed in September 2008, which increased risks in the global banking system, the rupiah fell to its weakest level in November 2008; however, it had appreciated steadily from then on. This time around, we may see the same trend, though probably in a more moderate form.
Kim Eng : Rupiah Play , We list a number of stocks under the negative and positive lists below.
NEGATIVE LIST
SMCB.IJ, BUY, TP Rp2,525
ICBP.IJ, BUY, TP Rp6,800
UNVR.IJ, BUY, TP Rp18,300
ISAT.IJ, HOLD, TP Rp6,200
TLKM.IJ, HOLD, TP Rp8,350
CPIN.IJ, BUY, TP Rp3,500
JPFA.IJ, HOLD, TP Rp4,720
MAIN.IJ, TRADING BUY, TP Rp1,530
POSITIVE LIST
TINS.IJ, BUY, TP Rp2,825
ADRO.IJ, BUY, TP Rp2,650
PTBA.IJ, BUY, TP Rp27,000
BUMI.IJ, HOLD, TP Rp3,100
ITMG.IJ, BUY, TP Rp57,200
UNTR.IJ, HOLD, TP Rp26,100
AALI.IJ, BUY, TP Rp25,800
LSIP.IJ, BUY, TP Rp2,900)
PGAS.IJ, HOLD, TP Rp3,100
AMFG.IJ, HOLD, TP Rp8,800
*DJ Coal India: Hopeful Of Shortlisting A Few Supply Proposals From 16 Received
*DJ Coal India: Most Overseas Coal Suppliers Aren't Giving Discounts On Interna
*DJ Coal India: Still Awaiting India Govt OK To Buy Unlisted Mining Companies O (selengkapnya dikirim lwt email)
*DJ Coal India To Seek Approval In India-Indonesia Coal Working Group Meeting I
*DJ Coal India: Plan To Establish JV With Indonesia Mining Company For Coal Min
*DJ Coal India Chairman: Plan To Seek Allocation Of Indonesia Coal Mine
*DJ Coal India: Hopeful Of Shortlisting A Few Supply Proposals From 16 Received
*DJ Coal India: Most Overseas Coal Suppliers Aren't Giving Discounts On Interna
*DJ Coal India: Still Awaiting India Govt OK To Buy Unlisted Mining Companies O
ENRG: 160-270. STILL, it is the Masela factor that in the future would help ENRG's performance and increase its asset value. Anyway, this may put ENRG to become a target of acquisition by both foreign and domestic companies due to promising outlook on Kangean and Masela gas and oil block acquired in 2009. My 12-month target on M&A possibility is at IDR320. It is a buy at any levels below IDR180.
Temasek is bidding 60% Poly's stake and assuming debt from Damiano Investment BV, the Netherland. Price Range at IDR3000-IDR4000, a 50% discount to IDR6,000 pre reversed stock in 2008. (RUMORS ON STREET)
Penjualan kendaraan turun, saham ASII sempat tergelincir 2,9%
http://investasi.kontan.co.id/v2/read/1316577844/77931/Penjualan-kendaraan-turun-saham-ASII-sempat-tergelincir-29
CPO tergerus setelah IMF pangkas proyeksi ekonomi global
http://investasi.kontan.co.id/v2/read/1316578957/77932/CPO-tergerus-setelah-IMF-pangkas-proyeksi-ekonomi-global-
ADHI masih menunggu pembayaran ganti rugi proyek monorel
http://investasi.kontan.co.id/v2/read/1316579638/77933/ADHI-masih-menunggu-pembayaran-ganti-rugi-proyek-monorel
Rupiah terseret mendekati level terlemah tujuh bulan
http://investasi.kontan.co.id/v2/read/1316575954/77929/Rupiah-terseret-mendekati-level-terlemah-tujuh-bulan
Rencana right issue menyeret saham CFIN ke level terendah 10 bulan\
http://investasi.kontan.co.id/v2/read/1316574349/77923/Rencana-right-issue-menyeret-saham-CFIN-ke-level-terendah-10-bulan
Penjualan alat berat turun, UNTR terseret ke level terendah empat bulan
http://investasi.kontan.co.id/v2/read/1316573598/77920/Penjualan-alat-berat-turun-UNTR-terseret-ke-level-terendah-empat-bulan
Analis Rekomendasikan 'Buy' Saham BRMS
http://pasarmodal.inilah.com/read/detail/1776663/analis-rekomendasikan-buy-saham-brms
Penjualan Alat Berat Agustus Naik, 'Hold' UNTR
http://pasarmodal.inilah.com/read/detail/1776659/penjualan-alat-berat-agustus-naik-hold-untr
Penjualan Kendaraan Agustus Turun, Hold ASII
http://pasarmodal.inilah.com/read/detail/1776658/penjualan-kendaraan-agustus-turun-hold-asii
KSEI Tutup 43 Ribu Lebih Rekening Tidur
http://pasarmodal.inilah.com/read/detail/1776665/ksei-tutup-43-ribu-lebih-rekening-tidur
CS INDO::: Telekomunikasi Indonesia: A Liquid Way to Play The Indonesian Cellular Recovery
United Tractors: Expected MoM Slowdown on the Back of Seasonality
Astra International: August Auto Sales Volumes Drop, as Expected, Due to Seasonality. Colin maintains his Outperform rating on Telkom (TLKM, O, PT Rp9,750), Indosat (ISAT, O, PT Rp7,900) and XL Axiata (EXCL, O, PT Rp7,200). With high operational gearing, all three companies should benefit from higher earnings amid rising revenue.
JAKARTA. Indonesia menaikkan bea keluar (BK) minyak kelapa sawit alias crude palm oil (CPO) menjadi 16,5% untuk bulan Oktober 2011. Bulan ini, BK CPO sebesar 15%. Namun, pemerintah tidak menaikkan BK kakao. "BK kakao tetap 10%," ujar Dedy Saleh Direktur Jenderal Perdagangan Luar Negeri Kementerian Perdagangan hari ini (21/9).
Bloomberg: Palm Oil Falls as Much as 0.8% to 3,043 Ringgit a Metric Ton
Bloomberg: Asia Stocks Drop After IMF Cuts Growth Forecast; Hang Seng Slips
Bloomberg: Conference Board China Leading Index Rises for at Least 7th Mon
Bloomberg: AKR to Invest 800b Rupiah for Expansion Until 2012, Bisnis Says
Bloomberg: Clipan Seeks to Raise 468.6 Billion Rupiah in Oct. Rights Offer
Inilah Menu Saham Pilihan Rabu (21/9)
http://pasarmodal.inilah.com/read/detail/1776525/inilah-menu-saham-pilihan-rabu-219
Rekomendasi Saham
IHSG Berpotensi Menguat Perlahan
http://finance.detik.com/read/2011/09/21/073852/1726917/6/ihsg-berpotensi-menguat-perlahan
PROYEKSI IHSG
Ruang sempit IHSG
http://investasi.kontan.co.id/v2/read/1316564400/77895/Ruang-sempit-IHSG
Inilah Saham-saham yang Bakal Menguat Hari Ini
http://pasarmodal.inilah.com/read/detail/1776655/inilah-saham-saham-yang-bakal-menguat-hari-ini
Kinerja ASRI bakal kian manis berkat Pasar Kemis
http://investasi.kontan.co.id/v2/read/1316563200/77893/Kinerja-ASRI-bakal-kian-manis-berkat-Pasar-Kemis
Sepanjang Agustus, penjualan alat berat UNTR turun 19%
http://investasi.kontan.co.id/v2/read/1316513909/77866/Sepanjang-Agustus-penjualan-alat-berat-UNTR-turun-19
Cermati,!Temasek Tambah Kepemilikan di Danamon
http://pasarmodal.inilah.com/read/detail/1776642/cermatitemasek-tambah-kepemilikan-di-danamon
ASII Tetap Rajai Penjualan Mobil Agustus 2011
http://pasarmodal.inilah.com/read/detail/1776529/asii-tetap-rajai-penjualan-mobil-agustus-2011
Kinerja Melesat, TINS Bakal Menuju Rp3.000
http://pasarmodal.inilah.com/read/detail/1776643/kinerja-melesat-tins-bakal-menuju-rp3000
ALMI Rencana Akuisisi Usaha Aluminium Malaysia
http://pasarmodal.inilah.com/read/detail/1776644/almi-rencana-akuisisi-usaha-aluminium-malaysia
Tunggu Hasil Fed, Saham Asia Mayoritas Tumbang
http://pasarmodal.inilah.com/read/detail/1776648/tunggu-hasil-fed-saham-asia-mayoritas-tumbang
Saham Cenderung Naik Rame-Rame
http://pasarmodal.inilah.com/read/detail/1776507/saham-cenderung-naik-rame-rame
Saham-saham Unggulan Menguji Level Resistance
http://pasarmodal.inilah.com/read/detail/1776657/saham-saham-unggulan-menguji-level-resistance
Solusi Tunas dan SMR IPO oktober
http://investasi.kontan.co.id/v2/read/1316567400/77901/Solusi-Tunas-dan-SMR-IPO-oktober
BRPT lepas 7,13% saham TPIA
http://investasi.kontan.co.id/v2/read/1316566800/77900/BRPT-lepas-713-saham-TPIA
LPPF baru pakai capex Rp 90 miliar
http://investasi.kontan.co.id/v2/read/1316566200/77899/LPPF-baru-pakai-capex-Rp-90-miliar
Dow Jones ditutup positif saat pasar menanti kebijakan The Twist dari Fed
http://investasi.kontan.co.id/v2/read/1316565392/77896/Dow-Jones-ditutup-positif-saat-pasar-menanti-kebijakan-The-Twist-dari-Fed
CDS Indonesia naik, harga SUN tertekan
http://investasi.kontan.co.id/v2/read/1316565000/77897/CDS-Indonesia-naik-harga-SUN-tertekan
INAF menyiapkan Rp 50 miliar untuk menggenjot produksi
http://investasi.kontan.co.id/v2/read/1316563800/77894/INAF-menyiapkan-Rp-50-miliar-untuk-menggenjot-produksi
Anak usaha BRPT realisasikan capex US$ 22 juta
http://investasi.kontan.co.id/v2/read/1316521595/77874/Anak-usaha-BRPT-realisasikan-capex-US-22-juta
ELSA catatkan kontrak US$ 108 juta hingga Agustus 2011
http://investasi.kontan.co.id/v2/read/1316511119/77864/ELSA-catatkan-kontrak-US-108-juta-hingga-Agustus-2011
UOB Kayhian says Indonesian banks are resilient to the global crisis as their direct exposure to European countries and the U.S. that are facing an economic problem is relatively small. According to data from Bank Indonesia, total exposure to the Europe and U.S. makes up only 3.13% of all Indonesian banks’ total assets. UOB also says that recent central bank's move requiring exporters to deposit their exports earnings in domestic Indonesian banks, effective 1 October, will be positive for local banking industry as it will add liquidity to the banking system and bring in additional revenue for the banks.
Trades of the Day...
Fundamentally:
CIMB mempertahankan rating Gudang Garam (GGRM) pada OUTPERFORM dengan target harga 2011 sebesar Rp56500 dan Rp67800 untuk 2012, atau sekitar 22.2-18.5x FY12-13 PER. Excise tax pada 2012 budget menunjukan bahwa pajak cukai akan menguntungkan produsen MRC skala besar, konsisten dengan 4 tahun terakhir. GGRM akan terus meningkatkan pangsa pasar dan mempertahankan margin. Resiko utama adalah growth outlook dan kegagalan panen cengkih pada 2012
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