Bursa Asia Menguat, IHSG Bertambah 24 Poin. foreign net sell Rp 209,501 miliar
http://finance.detik.com/read/2011/09/29/160827/1733423/6/bursa-asia-menguat-ihsg-bertambah-24-poin
Siapa saja bluechips yang paling diburu sore ini?
http://investasi.kontan.co.id/v2/read/1317287968/78686/Siapa-saja-bluechips-yang-paling-diburu-sore-ini
Saham Tambang Turun, IHSG hanya Naik 0,6%
http://pasarmodal.inilah.com/read/detail/1779840/saham-tambang-turun-ihsg-hanya-naik-06
Lonjakan 110 saham menyebabkan indeks naik 0,68%
http://investasi.kontan.co.id/v2/read/1317287036/78684/Lonjakan-110-saham-menyebabkan-indeks-naik-068-
Yunani Di-bailout, Rupiah Kembali Kuat
http://pasarmodal.inilah.com/read/detail/1779858/yunani-di-bailout-rupiah-kembali-kuat
CLSA turunkan rekomendasi, BUMI jatuh ke level terendah setahun
http://investasi.kontan.co.id/v2/read/1317280651/78667/CLSA-turunkan-rekomendasi-BUMI-jatuh-ke-level-terendah-setahun
Saham BUMI Teraktif Diperdagangkan Kamis (29/9)
http://pasarmodal.inilah.com/read/detail/1779872/saham-bumi-teraktif-diperdagangkan-kamis-299
Volume Batubara PTBA Naik 10%
http://pasarmodal.inilah.com/read/detail/1779803/volume-batubara-ptba-naik-10
BUMI Downgrade, Saham Grup Bakrie Memerah
http://pasarmodal.inilah.com/read/detail/1779799/bumi-downgrade-saham-grup-bakrie-memerah
10 Alasan Penyelamatan Zona Euro Bisa Gagal
http://pasarmodal.inilah.com/read/detail/1779836/10-alasan-penyelamatan-zona-euro-bisa-gagal
Kali Ini Buana Finance Raih Kredit BACA Rp200 M
http://pasarmodal.inilah.com/read/detail/1779887/kali-ini-buana-finance-raih-kredit-baca-rp200-m
BUMI juga Terbanyak Dijual Asing, Kamis (29/9)
http://pasarmodal.inilah.com/read/detail/1779883/bumi-juga-terbanyak-dijual-asing-kamis-299
APRDI Revisi Dana KelolaanJadi Naik 10-12%
http://pasarmodal.inilah.com/read/detail/1779879/aprdi-revisi-dana-kelolaanjadi-naik-10-12
Penjualan Turun, Truba Alam Merugi 11 Miliar
http://finance.detik.com/read/2011/09/29/171729/1733491/6/penjualan-turun-truba-alam-merugi-11-miliar
Pasar Fluktuatif, Industri Reksa Dana Revisi Target AUM
http://finance.detik.com/read/2011/09/29/170230/1733466/6/pasar-fluktuatif-industri-reksa-dana-revisi-target-aum
Pajak Dituding Jadi Penghambat Pertumbuhan Reksa Dana
http://finance.detik.com/read/2011/09/29/174723/1733526/6/pajak-dituding-jadi-penghambat-pertumbuhan-reksa-dana
Pefindo rating 12 perusahaan yang bakal menerbitkan surat utang
http://investasi.kontan.co.id/v2/read/1317292463/78693/Pefindo-rating-12-perusahaan-yang-bakal-menerbitkan-surat-utang
Bloomberg: Mitsubishi, Mitsubishi Heavy Agree Indonesia Gas Project: Link
Bukit Asam Incar Laba Rp 3 Triliun
http://finance.detik.com/read/2011/09/29/134508/1733265/6/bukit-asam-incar-laba-rp-3-triliun
BBRI Laba Tahun Ini diperkirakan akan mencapai 14T, BMRI laba tahun ini diperkirakan 12T
ASGR NOW TRADES AT 8.9X 2011 EARNINGS; TP 1700
ANALYST AND INVESTORS GATHERING IN LONDON ON BUMI PLC STARTS TODAY. MOST ANALYSTS EXPRESS INTENTION FOR LONG TERM INVESTMENT IN BUMI AND UNITS.
Sesi Dua, Pilih Saham Potensial Secara Teknikal
http://pasarmodal.inilah.com/read/detail/1779743/sesi-dua-pilih-saham-potensial-secara-teknikal
BEI:Saham Emiten Besar Masih Jadi Pilihan Investor
http://pasarmodal.inilah.com/read/detail/1779764/beisaham-emiten-besar-masih-jadi-pilihan-investor
Sst,, Anak Usaha BNI Dibidik Asing
http://pasarmodal.inilah.com/read/detail/1779778/sst-anak-usaha-bni-dibidik-asing
Saham Perbankan, Naik atau Turun?
http://pasarmodal.inilah.com/read/detail/1779777/saham-perbankan-naik-atau-turun
Saham Konsumen Topang IHSG Sesi I Ditutup Positif
http://pasarmodal.inilah.com/read/detail/1779746/saham-konsumen-topang-ihsg-sesi-i-ditutup-positif
Schroder 90 Plus Equity Fund (Agst 2011) :
1 Astra International (Equity)
2 Bank Mandiri (Equity)
3 Bank Negara Ind. (Equity)
4 BRI (Equity)
5 Bumi Resources (Equity)
6 Citibank N.A (TD)
7 Gudang Garam (Equity)
8 Indofood (Equity)
9 Telkom (Equity)
10 United Tractor (Equity)
Bloomberg: Bumi Drops to One-Year Low as CLSA Downgrades to ‘Underperform’
BLOOMBERG: Bank Mandiri, Rakyat, Bank Negara May Outperform, Deutsche Says
Sesi I
Sepi Transaksi, IHSG Naik Tipis 5 Poin. Asing Net Sell Rp 71 miliar
http://finance.detik.com/read/2011/09/29/120746/1733074/6/sepi-transaksi-ihsg-naik-tipis-5-poin
Diramal bakal outperform, saham tiga perbankan pelat merah melaju kencang
http://investasi.kontan.co.id/v2/read/1317268551/78638/Diramal-bakal-outperform-saham-tiga-perbankan-pelat-merah-melaju-kencang
Perombakan Direksi Semen Gresik Tertunda Karena RUPS Tak Kuorum
http://finance.detik.com/read/2011/09/29/121208/1733076/6/perombakan-direksi-semen-gresik-tertunda-karena-rups-tak-kuorum
BEI:Asing tak Pernah Abaikan Pasar Saham Indonesia
http://pasarmodal.inilah.com/read/detail/1779725/beiasing-tak-pernah-abaikan-pasar-saham-indonesia
Moody's Revisi Outlook ISAT Jadi Stabil
http://pasarmodal.inilah.com/read/detail/1779694/moodys-revisi-outlook-isat-jadi-stabil
BNI Suntik Dana ke Rp275 M ke AFI
http://pasarmodal.inilah.com/read/detail/1779696/bni-suntik-dana-ke-rp275-m-ke-afi
Ben Bernanke Ajak AS Belajar dari Emerging Market
http://pasarmodal.inilah.com/read/detail/1779704/ben-bernanke-ajak-as-belajar-dari-emerging-market
Auditor Internasional Bersiap Vonis Yunani
http://pasarmodal.inilah.com/read/detail/1779724/auditor-internasional-bersiap-vonis-yunani
Harga kontrak timah anjlok, saham TINS ikut merosot
http://investasi.kontan.co.id/v2/read/1317268876/78641/Harga-kontrak-timah-anjlok-saham-TINS-ikut-merosot
Berencana kuasi reorganisasi, saham BRPT melaju pagi ini
http://investasi.kontan.co.id/v2/read/1317267643/78635/Berencana-kuasi-reorganisasi-saham-BRPT-melaju-pagi-ini
Lunasi utang ke Credit Suisse, UNSP bakal menyerahkan 6,1 juta saham
http://investasi.kontan.co.id/v2/read/1317265840/78633/Lunasi-utang-ke-Credit-Suisse-UNSP-bakal-menyerahkan-61-juta-saham
Rupiah kembali lunglai karena kekhawatiran krisis Eropa
http://investasi.kontan.co.id/v2/read/1317268680/78639/Rupiah-kembali-lunglai-karena-kekhawatiran-krisis-Eropa
Dalam Sepekan Harga Emas Batangan Lokal Turun Rp 20.000/Gram
http://finance.detik.com/read/2011/09/29/121108/1733068/4/dalam-sepekan-harga-emas-batangan-lokal-turun-rp-20000-gram
AISA:::: Tiga Pilar: Thailand cancelled rice imports to Indonesia, India as an alternative source. AISA is the beneficiary (AISA, Rp670, Not Rated)
Netbuy hari ini: BMRI, BBRI, BSDE, ASRI, MYOH, BORN, TLKM, CMNPINTP, PGAS
netsell: BUMI, ELTY, BRAU, ENRG, TINS, SMRA, INDY
Bumi Resources, the country’s largest listed coal producer, announced a plan on Tuesday to buy back as much as 3.75 percent of its shares, setting aside up to Rp 3.9 trillion ($456 million) for the purchase. In a brief prospectus published in a local newspaper on Tuesday, Bumi planned to buy as many as 780 million of its outstanding shares in the market at a maximum price of Rp 5,000 a share. The shares will then be used to pay its equity-linked debts — specifically, the $375 million worth of convertible bonds that it raised in 2009 and are due in 2014.
Agenda 29 September Rups SDPC, MAIN RUPSLB, 30 September CFIN RIGHT ISSUE, RASIO 20:9 (500) CUM (dapat warrant 1:1), MYOH TECHNOLOGY RUPSLB, XL AXIATA RUPSLB, rups DKFT, TANAH LAUT RUPSLB
Bloomberg: TECHNICALS: Asian Currencies May Slide 10% by Year-End
Bloomberg: Bakrie Sumatera Plantations to Repay Bonds With Buyback Shares
Bloomberg: Palm Oil Falls as Much as 2.1% to 2,850 Ringgit a Metric Ton
Bloomberg: Modern May Spend 180 Bln Rupiah to Build 7-Elevens, Kontan Says
Bloomberg: Rubber Futures Extend Losses in Tokyo, Dropping as Much as 6.4%
Bloomberg: Rupiah Declines as Funds Reduce Holdings on Economic Slowdown
Inilah Saham Pilihan Kamis (29/9)
http://pasarmodal.inilah.com/read/detail/1779525/inilah-saham-pilihan-kamis-299
Mengekor pergerakan regional, IHSG dibuka lunglai
http://investasi.kontan.co.id/v2/read/1317264171/78626/Mengekor-pergerakan-regional-IHSG-dibuka-lunglai
Rekomendasi Saham
IHSG Bisa Ikut Terseret Harga Komoditas
http://finance.detik.com/read/2011/09/29/074255/1732824/6/ihsg-bisa-ikut-terseret-harga-komoditas
Pagi Ini, Bursa Asia Tertekan Saham Energi
http://pasarmodal.inilah.com/read/detail/1779677/pagi-ini-bursa-asia-tertekan-saham-energi
Golden Energy targetkan dana US$ 550 juta dari IPO
http://investasi.kontan.co.id/v2/read/1317216218/78582/Golden-Energy-targetkan-dana-US-550-juta-dari-IPO
Potensi rugi JLU IPO GIAA Rp 750 miliar
http://investasi.kontan.co.id/v2/read/1317258959/78613/Potensi-rugi-JLU-IPO-GIAA-Rp-750-miliar
RALS buka delapan gerai baru di 2012
http://investasi.kontan.co.id/v2/read/1317257287/78609/RALS-buka-delapan-gerai-baru-di-2012
Delapan sekuritas sudah membayar denda terkait sanksi IPO KRAS
http://investasi.kontan.co.id/v2/read/1317226516/78593/Delapan-sekuritas-sudah-membayar-denda-terkait-sanksi-IPO-KRAS
Akuisisi Bhakti Energy, 'Mantain Buy' Adaro
http://pasarmodal.inilah.com/read/detail/1779684/akuisisi-bhakti-energy-mantain-buy-adaro
Terimbas Global, IHSG Dibuka Turun Hampir 1%
http://pasarmodal.inilah.com/read/detail/1779689/terimbas-global-ihsg-dibuka-turun-hampir-1
Inilah Saham-saham Berpotensi Profit Taking
http://pasarmodal.inilah.com/read/detail/1779683/inilah-saham-saham-berpotensi-profit-taking
Skenario Terburuk Krisis Eropa bagi IHSG
http://pasarmodal.inilah.com/read/detail/1779484/skenario-terburuk-krisis-eropa-bagi-ihsg
Ketakutan Krisis Global Pukul Harga Komoditas
http://pasarmodal.inilah.com/read/detail/1779682/ketakutan-krisis-global-pukul-harga-komoditas
Pascakuasi, Harga Wajar KIAS Rp750
http://pasarmodal.inilah.com/read/detail/1779467/pascakuasi-harga-wajar-kias-rp750
MDRN Targetkan Kontribusi 7-Eleven 60%
http://pasarmodal.inilah.com/read/detail/1779435/mdrn-targetkan-kontribusi-7-eleven-60
Rencana Lepas Saham, DOID Dilirik 3 Kandidat
http://pasarmodal.inilah.com/read/detail/1779672/rencana-lepas-saham-doid-dilirik-3-kandidat
KAEF anggarkan capex Rp 180 miliar di 2012
http://investasi.kontan.co.id/v2/read/1317213579/78578/KAEF-anggarkan-capex-Rp-180-miliar-di-2012
Gelontorkan Ratusan Miliar, Unilever Jadikan RI Basis Industri Asia
http://finance.detik.com/read/2011/09/29/081232/1732840/6/gelontorkan-ratusan-miliar-unilever-jadikan-ri-basis-industri-asia
Palm oil producer PT Bakrie Sumatera Plantations Tbk (UNSP) will use 6.1 million shares obtained from buyback to settle US$600,000 equity-linked notes to Credit Suisse (USA) LLC. The conversion price is set at Rp347.02 per share, higher than yesterday closing price at Rp290. Harry M. Nadir, Bakrie Plantations' Finance Director, said the notes settlement is part of a total of US$199 million equity linked notes which will mature in 2017. Referring to the notes agreement, the company can settle the notes using cash, shares, and a combination of cash and shares. Credit Suisse sent notification to Bakrie Plantations on September 12, saying the creditor has asked the company to settle the notes using shares. The share will be converted into notes within 14 days after the announcement filed
Tower Bersama Group is soon getting a US$200 million loan facility from several banks, as part of a US$2 billion debt seeking program. The 4.5-year-maturity facility, as reported by Bisnis Indonesia today, will be channeled by Australia & New Zealand Bankin Group Ltd, Bank of Tokyo-Mitsubishi UFJ Ltd, DBS Group Holdings Ltd, Credit Agricole CIB, Srandard Bank Group Ltd, Oversea-Chinese Banking Corp, and United Overseas Bank Ltd. The banks are scheduled to enter the facility agreement with Tower Bersama next week
UNSP convertible bonds; conversion rate at IDR347.02/ share
9:19 AM 9/29 Jakarta - Harga saham PT Hanson International Tbk (MYRX) berpeluang menembus level Rp350-500 dalam waktu dekat. Hal ini seiring kabar perseroan yang akan mendapatkan suntikan dana dari investor asal Asia untuk menggarap bisnis pertambangan batubara. Selain itu, kabar perseroan yang akan mendapatkan proyek pengadaan tabung gas elpiji 3 kg dari pemerintah turut menjadi sentimen positif.
Jakarta - PT Bank Victoria International Tbk (BVIC) dikabarkan akan mendapatkan suntikan modal dari salah satu pemegang saham asal Timur Tengah guna mendukung ekspansi perusahaan tahun ini. Selain itu, berdasarkan kabar di pasar, pemegang saham berniat menambah kepemilikan sahamnya. Sentimen ini diprediksi bisa mengerek saham BVIC hingga ke level Rp170. Saham BVIC saat ini cukup murah dengan PER 3,23 kali dan PBV 0,82 kali. Pada perdagangan kemarin saham BVIC ditutup melemah Rp1 ke level Rp130.
Company Update – Jasa Marga – The importance of being resilient Despite minor delays in tariff hikes this year, we believe Jasa Marga should be able to implement its biannual tariff hikes by Oct 11. We estimate no negative impact on its traffic volume. We expect cost-cutting and improvements to its electronic systems to underpin its long-term earnings growth. Also, two new projects have been added so far this year. We adjust our cost estimates for lower employee/km ratios, which raises our earnings estimates by 1-3% for FY11-13. Offsetting a higher market risk premium and WACC of 10.4-10.6% (from 10-10.3%), we have a higher DCF-based target price of Rp4,800 (from Rp4,600). A stable business, active cost management, acquisitions of new projects and the passing
Berdasarkan historycal setiap akhir september selalu ada window dressing yg di lakukan oleh manager investasi maupun emiten yg berkepentingan untk membuat porfolio maupun nilai buku perusahaan menjadi bagus. Ada beberapa saham yg selalu melakukan window dressing dlm kurun 5 tahun belakangan ini.
1. Bank : BMRI,BBRI,BBNI,BBCA dan BDMN.
2 . Coal PTBA,ITMG,HRUM,ADRO. dan Indy.
3. Kontraktor : UNTR dan DOID.
4. Semen : INTP dan SMGR.
5. KONSTRUKSI : WIKA dan ADHI. .
6. Property : BSDE , SMRA , ASRI
BMRI/BBNI/BBRI are likely outperformers in a market recovery
We retain our positive call on the Indonesian banking space, and argue that the valuation premium relative to regional peers can be justified given the growth profile. Indeed, the Indo banking sector’s 11E PEG of 0.8x is comparable to the regional average of 0.7x. Excluding BCA/BTPN/BII, the Indo PEG of 0.5x is clearly cheaper than regional peers (see Figure 15 page 4 for details). The longer term trends too, in our view, should be more compelling than for peers. Within the sector, we have indentified BMRI/BBNI/BBRI as potential outperformers, particularly in market recoveries. On BBCA, we continue to like the stock because of its strong fundamentals, but its massive premiums relative to its domestic peers suggest likely underpin
[Dow Jones] Singapore shares are likely to open lower, following the torrid offshore session Wednesday. While there have been few cues from policymakers so far this week, both sentiment and technical indicators appear to be growing increasingly bearish. "I think we will see people increasingly using bounces to lighten their positions...and whatever bounces we see are not going to be very strong," an analyst at a local brokerage says. He expects support will be firm around the 2603 level, which is the 38.2% retracement of the March 2009-November 2010 bull market. Resistance is likely at the 30-day moving average of 2772. Commodities and other cyclical stocks such as Noble Group (N21.SG), Golden Agri-Resources (E5H.SG), Olam International (O32.SG) and Sembcorp Marine (S51.SG) are again likely to be in focus today. (samuel.holmes@dowjones.com)
[Dow Jones] Trading in Hong Kong's stock and derivatives markets will be suspended for at least part of today as an approaching tropical cyclone brings heavy wind and rain to the city, forcing the closure of schools and much of the public transportation system. The Hong Kong Observatory earlier in the morning issued the Tropical Cyclone Warning Signal 8, meaning all markets, offices, schools and nonessential government departments shut down. This is Hong Kong's first signal 8 in over two years. According to Hong Kong stock exchange arrangements, if a signal 8 remains in place at 0100 GMT, or 9:00 am local time, the morning trading session will be canceled. If a signal 8 is still in place after 0400 GMT, or noon local time, trading will be suspended for the entire day. The Observatory said it expects to keep the signal 8 in place for much of Thursday morning. (jeffrey.ng@dowjones.com)
[Dow Jones] LME base metals slump within the opening minutes of trading in Asia, with copper falling more than 5.9% to $6,824.75/ton. Worries over a global economic slowdown curbing demand for industrial metals and investors turning pessimistic about a quick resolution to Europe's debt crisis, are weighing on sentiment. Analysts say the copper market has cracked and has followed other markets lower in the past few days. Further, weakness in stock markets in Europe and in the U.S. is expected to hurt sentiment towards base metals, which have been tracking stock markets the past few weeks. LME 3-month copper is last at $6,884.75/ton, down $365.25, zinc is at $1,880/ton, down $60, lead is at $1,920/ton, down $20, nickel is at $17,906/ton, down $594, while aluminum is at $2,235/ton, unchanged from its previous close. (arpan.mukherjee@dowjones.com)
[Dow Jones] The Kospi is choppy early, last flat at 1723.75 amid net selling by local institutions and retailers in small volumes, and net buying by foreigners. Analysts note the market lacks strong momentum to move sharply in either direction. Nothing has changed much regarding Europe's debt situation and "stocks are just up one day and down the other, depending on what's news," says Korea Investment & Securities analyst Kim Jung-hoon. He pegs support for the index at 1700. Oil refiners underperform, setting a negative tone for the broader chemicals sector following a drop in crude prices, as weaker crude may drag down companies' product sales prices; SK Innovation (096770.SE) falls 3.2% to KRW135,500 and S-Oil (010950.SE) declines 2.4% to KRW101,000. On the upside, bank shares outperform on dip-buying after their recent declines; KB Financial (105560.SE) rises 2.2% to KRW39,800, while Woori Finance (053000.SE) advances 1.9% to KRW9,790. (min-jeong.lee@dowjones.com)
Gold: After breaking down below key support at 1598.20, the next target for GOLD is 1562.50. First resistance is now 1625.00, and if this level holds firm in the near term, it may well fall to the 1562.50 support.(HND)
[Dow Jones] Gold and silver could move lower after the metals were unable to hold on to the gains made earlier this week, says Barclays Capital based on technical analysis. The house expects gold and silver to target $1,532/oz and $26.08/oz respectively. "We think markets will revisit the lows posted on Friday but look for the velocity of the downtrend to be slower." Analysts remain convinced about the yellow metal's medium- to long-term bullish outlook, but the near-term prospects appear uncertain with volatility proving scary for investors. Spot gold falls more than 1% to an early low of $1,583/oz and silver slips more than 2% to $29.102/oz. Spot gold is last at $1,585.90/oz, down $23.80 and silver is at $29.43/oz, down 50 cents from its previous close. (arpan.mukherjee@dowjones.com)
Asian CDS spreads widen in illiquid trading Thursday, with Hong Kong trade delayed due to a typhoon warning. Risk sentiment slumps after a rally, as market players realise they were getting ahead of themselves, with many hurdles still yet to be cleared in the euro zone. Spreads on the Markit iTraxx Asia ex-Japan CDS index were recently quoted at 240-245 bps, wider than 228-232 bps this time Wednesday; levels will be highly event-driven going forward. For now, sentiment is "rough as old nails," one Asia-based syndicate banker says.(natasha.brereton-fukui@dowjones.com)
http://finance.detik.com/read/2011/09/29/160827/1733423/6/bursa-asia-menguat-ihsg-bertambah-24-poin
Siapa saja bluechips yang paling diburu sore ini?
http://investasi.kontan.co.id/v2/read/1317287968/78686/Siapa-saja-bluechips-yang-paling-diburu-sore-ini
Saham Tambang Turun, IHSG hanya Naik 0,6%
http://pasarmodal.inilah.com/read/detail/1779840/saham-tambang-turun-ihsg-hanya-naik-06
Lonjakan 110 saham menyebabkan indeks naik 0,68%
http://investasi.kontan.co.id/v2/read/1317287036/78684/Lonjakan-110-saham-menyebabkan-indeks-naik-068-
Yunani Di-bailout, Rupiah Kembali Kuat
http://pasarmodal.inilah.com/read/detail/1779858/yunani-di-bailout-rupiah-kembali-kuat
CLSA turunkan rekomendasi, BUMI jatuh ke level terendah setahun
http://investasi.kontan.co.id/v2/read/1317280651/78667/CLSA-turunkan-rekomendasi-BUMI-jatuh-ke-level-terendah-setahun
Saham BUMI Teraktif Diperdagangkan Kamis (29/9)
http://pasarmodal.inilah.com/read/detail/1779872/saham-bumi-teraktif-diperdagangkan-kamis-299
Volume Batubara PTBA Naik 10%
http://pasarmodal.inilah.com/read/detail/1779803/volume-batubara-ptba-naik-10
BUMI Downgrade, Saham Grup Bakrie Memerah
http://pasarmodal.inilah.com/read/detail/1779799/bumi-downgrade-saham-grup-bakrie-memerah
10 Alasan Penyelamatan Zona Euro Bisa Gagal
http://pasarmodal.inilah.com/read/detail/1779836/10-alasan-penyelamatan-zona-euro-bisa-gagal
Kali Ini Buana Finance Raih Kredit BACA Rp200 M
http://pasarmodal.inilah.com/read/detail/1779887/kali-ini-buana-finance-raih-kredit-baca-rp200-m
BUMI juga Terbanyak Dijual Asing, Kamis (29/9)
http://pasarmodal.inilah.com/read/detail/1779883/bumi-juga-terbanyak-dijual-asing-kamis-299
APRDI Revisi Dana KelolaanJadi Naik 10-12%
http://pasarmodal.inilah.com/read/detail/1779879/aprdi-revisi-dana-kelolaanjadi-naik-10-12
Penjualan Turun, Truba Alam Merugi 11 Miliar
http://finance.detik.com/read/2011/09/29/171729/1733491/6/penjualan-turun-truba-alam-merugi-11-miliar
Pasar Fluktuatif, Industri Reksa Dana Revisi Target AUM
http://finance.detik.com/read/2011/09/29/170230/1733466/6/pasar-fluktuatif-industri-reksa-dana-revisi-target-aum
Pajak Dituding Jadi Penghambat Pertumbuhan Reksa Dana
http://finance.detik.com/read/2011/09/29/174723/1733526/6/pajak-dituding-jadi-penghambat-pertumbuhan-reksa-dana
Pefindo rating 12 perusahaan yang bakal menerbitkan surat utang
http://investasi.kontan.co.id/v2/read/1317292463/78693/Pefindo-rating-12-perusahaan-yang-bakal-menerbitkan-surat-utang
Bloomberg: Mitsubishi, Mitsubishi Heavy Agree Indonesia Gas Project: Link
Bukit Asam Incar Laba Rp 3 Triliun
http://finance.detik.com/read/2011/09/29/134508/1733265/6/bukit-asam-incar-laba-rp-3-triliun
BBRI Laba Tahun Ini diperkirakan akan mencapai 14T, BMRI laba tahun ini diperkirakan 12T
ASGR NOW TRADES AT 8.9X 2011 EARNINGS; TP 1700
ANALYST AND INVESTORS GATHERING IN LONDON ON BUMI PLC STARTS TODAY. MOST ANALYSTS EXPRESS INTENTION FOR LONG TERM INVESTMENT IN BUMI AND UNITS.
Sesi Dua, Pilih Saham Potensial Secara Teknikal
http://pasarmodal.inilah.com/read/detail/1779743/sesi-dua-pilih-saham-potensial-secara-teknikal
BEI:Saham Emiten Besar Masih Jadi Pilihan Investor
http://pasarmodal.inilah.com/read/detail/1779764/beisaham-emiten-besar-masih-jadi-pilihan-investor
Sst,, Anak Usaha BNI Dibidik Asing
http://pasarmodal.inilah.com/read/detail/1779778/sst-anak-usaha-bni-dibidik-asing
Saham Perbankan, Naik atau Turun?
http://pasarmodal.inilah.com/read/detail/1779777/saham-perbankan-naik-atau-turun
Saham Konsumen Topang IHSG Sesi I Ditutup Positif
http://pasarmodal.inilah.com/read/detail/1779746/saham-konsumen-topang-ihsg-sesi-i-ditutup-positif
Schroder 90 Plus Equity Fund (Agst 2011) :
1 Astra International (Equity)
2 Bank Mandiri (Equity)
3 Bank Negara Ind. (Equity)
4 BRI (Equity)
5 Bumi Resources (Equity)
6 Citibank N.A (TD)
7 Gudang Garam (Equity)
8 Indofood (Equity)
9 Telkom (Equity)
10 United Tractor (Equity)
Bloomberg: Bumi Drops to One-Year Low as CLSA Downgrades to ‘Underperform’
BLOOMBERG: Bank Mandiri, Rakyat, Bank Negara May Outperform, Deutsche Says
Sesi I
Sepi Transaksi, IHSG Naik Tipis 5 Poin. Asing Net Sell Rp 71 miliar
http://finance.detik.com/read/2011/09/29/120746/1733074/6/sepi-transaksi-ihsg-naik-tipis-5-poin
Diramal bakal outperform, saham tiga perbankan pelat merah melaju kencang
http://investasi.kontan.co.id/v2/read/1317268551/78638/Diramal-bakal-outperform-saham-tiga-perbankan-pelat-merah-melaju-kencang
Perombakan Direksi Semen Gresik Tertunda Karena RUPS Tak Kuorum
http://finance.detik.com/read/2011/09/29/121208/1733076/6/perombakan-direksi-semen-gresik-tertunda-karena-rups-tak-kuorum
BEI:Asing tak Pernah Abaikan Pasar Saham Indonesia
http://pasarmodal.inilah.com/read/detail/1779725/beiasing-tak-pernah-abaikan-pasar-saham-indonesia
Moody's Revisi Outlook ISAT Jadi Stabil
http://pasarmodal.inilah.com/read/detail/1779694/moodys-revisi-outlook-isat-jadi-stabil
BNI Suntik Dana ke Rp275 M ke AFI
http://pasarmodal.inilah.com/read/detail/1779696/bni-suntik-dana-ke-rp275-m-ke-afi
Ben Bernanke Ajak AS Belajar dari Emerging Market
http://pasarmodal.inilah.com/read/detail/1779704/ben-bernanke-ajak-as-belajar-dari-emerging-market
Auditor Internasional Bersiap Vonis Yunani
http://pasarmodal.inilah.com/read/detail/1779724/auditor-internasional-bersiap-vonis-yunani
Harga kontrak timah anjlok, saham TINS ikut merosot
http://investasi.kontan.co.id/v2/read/1317268876/78641/Harga-kontrak-timah-anjlok-saham-TINS-ikut-merosot
Berencana kuasi reorganisasi, saham BRPT melaju pagi ini
http://investasi.kontan.co.id/v2/read/1317267643/78635/Berencana-kuasi-reorganisasi-saham-BRPT-melaju-pagi-ini
Lunasi utang ke Credit Suisse, UNSP bakal menyerahkan 6,1 juta saham
http://investasi.kontan.co.id/v2/read/1317265840/78633/Lunasi-utang-ke-Credit-Suisse-UNSP-bakal-menyerahkan-61-juta-saham
Rupiah kembali lunglai karena kekhawatiran krisis Eropa
http://investasi.kontan.co.id/v2/read/1317268680/78639/Rupiah-kembali-lunglai-karena-kekhawatiran-krisis-Eropa
Dalam Sepekan Harga Emas Batangan Lokal Turun Rp 20.000/Gram
http://finance.detik.com/read/2011/09/29/121108/1733068/4/dalam-sepekan-harga-emas-batangan-lokal-turun-rp-20000-gram
AISA:::: Tiga Pilar: Thailand cancelled rice imports to Indonesia, India as an alternative source. AISA is the beneficiary (AISA, Rp670, Not Rated)
Netbuy hari ini: BMRI, BBRI, BSDE, ASRI, MYOH, BORN, TLKM, CMNPINTP, PGAS
netsell: BUMI, ELTY, BRAU, ENRG, TINS, SMRA, INDY
Bumi Resources, the country’s largest listed coal producer, announced a plan on Tuesday to buy back as much as 3.75 percent of its shares, setting aside up to Rp 3.9 trillion ($456 million) for the purchase. In a brief prospectus published in a local newspaper on Tuesday, Bumi planned to buy as many as 780 million of its outstanding shares in the market at a maximum price of Rp 5,000 a share. The shares will then be used to pay its equity-linked debts — specifically, the $375 million worth of convertible bonds that it raised in 2009 and are due in 2014.
Agenda 29 September Rups SDPC, MAIN RUPSLB, 30 September CFIN RIGHT ISSUE, RASIO 20:9 (500) CUM (dapat warrant 1:1), MYOH TECHNOLOGY RUPSLB, XL AXIATA RUPSLB, rups DKFT, TANAH LAUT RUPSLB
Bloomberg: TECHNICALS: Asian Currencies May Slide 10% by Year-End
Bloomberg: Bakrie Sumatera Plantations to Repay Bonds With Buyback Shares
Bloomberg: Palm Oil Falls as Much as 2.1% to 2,850 Ringgit a Metric Ton
Bloomberg: Modern May Spend 180 Bln Rupiah to Build 7-Elevens, Kontan Says
Bloomberg: Rubber Futures Extend Losses in Tokyo, Dropping as Much as 6.4%
Bloomberg: Rupiah Declines as Funds Reduce Holdings on Economic Slowdown
Inilah Saham Pilihan Kamis (29/9)
http://pasarmodal.inilah.com/read/detail/1779525/inilah-saham-pilihan-kamis-299
Mengekor pergerakan regional, IHSG dibuka lunglai
http://investasi.kontan.co.id/v2/read/1317264171/78626/Mengekor-pergerakan-regional-IHSG-dibuka-lunglai
Rekomendasi Saham
IHSG Bisa Ikut Terseret Harga Komoditas
http://finance.detik.com/read/2011/09/29/074255/1732824/6/ihsg-bisa-ikut-terseret-harga-komoditas
Pagi Ini, Bursa Asia Tertekan Saham Energi
http://pasarmodal.inilah.com/read/detail/1779677/pagi-ini-bursa-asia-tertekan-saham-energi
Golden Energy targetkan dana US$ 550 juta dari IPO
http://investasi.kontan.co.id/v2/read/1317216218/78582/Golden-Energy-targetkan-dana-US-550-juta-dari-IPO
Potensi rugi JLU IPO GIAA Rp 750 miliar
http://investasi.kontan.co.id/v2/read/1317258959/78613/Potensi-rugi-JLU-IPO-GIAA-Rp-750-miliar
RALS buka delapan gerai baru di 2012
http://investasi.kontan.co.id/v2/read/1317257287/78609/RALS-buka-delapan-gerai-baru-di-2012
Delapan sekuritas sudah membayar denda terkait sanksi IPO KRAS
http://investasi.kontan.co.id/v2/read/1317226516/78593/Delapan-sekuritas-sudah-membayar-denda-terkait-sanksi-IPO-KRAS
Akuisisi Bhakti Energy, 'Mantain Buy' Adaro
http://pasarmodal.inilah.com/read/detail/1779684/akuisisi-bhakti-energy-mantain-buy-adaro
Terimbas Global, IHSG Dibuka Turun Hampir 1%
http://pasarmodal.inilah.com/read/detail/1779689/terimbas-global-ihsg-dibuka-turun-hampir-1
Inilah Saham-saham Berpotensi Profit Taking
http://pasarmodal.inilah.com/read/detail/1779683/inilah-saham-saham-berpotensi-profit-taking
Skenario Terburuk Krisis Eropa bagi IHSG
http://pasarmodal.inilah.com/read/detail/1779484/skenario-terburuk-krisis-eropa-bagi-ihsg
Ketakutan Krisis Global Pukul Harga Komoditas
http://pasarmodal.inilah.com/read/detail/1779682/ketakutan-krisis-global-pukul-harga-komoditas
Pascakuasi, Harga Wajar KIAS Rp750
http://pasarmodal.inilah.com/read/detail/1779467/pascakuasi-harga-wajar-kias-rp750
MDRN Targetkan Kontribusi 7-Eleven 60%
http://pasarmodal.inilah.com/read/detail/1779435/mdrn-targetkan-kontribusi-7-eleven-60
Rencana Lepas Saham, DOID Dilirik 3 Kandidat
http://pasarmodal.inilah.com/read/detail/1779672/rencana-lepas-saham-doid-dilirik-3-kandidat
KAEF anggarkan capex Rp 180 miliar di 2012
http://investasi.kontan.co.id/v2/read/1317213579/78578/KAEF-anggarkan-capex-Rp-180-miliar-di-2012
Gelontorkan Ratusan Miliar, Unilever Jadikan RI Basis Industri Asia
http://finance.detik.com/read/2011/09/29/081232/1732840/6/gelontorkan-ratusan-miliar-unilever-jadikan-ri-basis-industri-asia
Palm oil producer PT Bakrie Sumatera Plantations Tbk (UNSP) will use 6.1 million shares obtained from buyback to settle US$600,000 equity-linked notes to Credit Suisse (USA) LLC. The conversion price is set at Rp347.02 per share, higher than yesterday closing price at Rp290. Harry M. Nadir, Bakrie Plantations' Finance Director, said the notes settlement is part of a total of US$199 million equity linked notes which will mature in 2017. Referring to the notes agreement, the company can settle the notes using cash, shares, and a combination of cash and shares. Credit Suisse sent notification to Bakrie Plantations on September 12, saying the creditor has asked the company to settle the notes using shares. The share will be converted into notes within 14 days after the announcement filed
Tower Bersama Group is soon getting a US$200 million loan facility from several banks, as part of a US$2 billion debt seeking program. The 4.5-year-maturity facility, as reported by Bisnis Indonesia today, will be channeled by Australia & New Zealand Bankin Group Ltd, Bank of Tokyo-Mitsubishi UFJ Ltd, DBS Group Holdings Ltd, Credit Agricole CIB, Srandard Bank Group Ltd, Oversea-Chinese Banking Corp, and United Overseas Bank Ltd. The banks are scheduled to enter the facility agreement with Tower Bersama next week
UNSP convertible bonds; conversion rate at IDR347.02/ share
9:19 AM 9/29 Jakarta - Harga saham PT Hanson International Tbk (MYRX) berpeluang menembus level Rp350-500 dalam waktu dekat. Hal ini seiring kabar perseroan yang akan mendapatkan suntikan dana dari investor asal Asia untuk menggarap bisnis pertambangan batubara. Selain itu, kabar perseroan yang akan mendapatkan proyek pengadaan tabung gas elpiji 3 kg dari pemerintah turut menjadi sentimen positif.
Jakarta - PT Bank Victoria International Tbk (BVIC) dikabarkan akan mendapatkan suntikan modal dari salah satu pemegang saham asal Timur Tengah guna mendukung ekspansi perusahaan tahun ini. Selain itu, berdasarkan kabar di pasar, pemegang saham berniat menambah kepemilikan sahamnya. Sentimen ini diprediksi bisa mengerek saham BVIC hingga ke level Rp170. Saham BVIC saat ini cukup murah dengan PER 3,23 kali dan PBV 0,82 kali. Pada perdagangan kemarin saham BVIC ditutup melemah Rp1 ke level Rp130.
Company Update – Jasa Marga – The importance of being resilient Despite minor delays in tariff hikes this year, we believe Jasa Marga should be able to implement its biannual tariff hikes by Oct 11. We estimate no negative impact on its traffic volume. We expect cost-cutting and improvements to its electronic systems to underpin its long-term earnings growth. Also, two new projects have been added so far this year. We adjust our cost estimates for lower employee/km ratios, which raises our earnings estimates by 1-3% for FY11-13. Offsetting a higher market risk premium and WACC of 10.4-10.6% (from 10-10.3%), we have a higher DCF-based target price of Rp4,800 (from Rp4,600). A stable business, active cost management, acquisitions of new projects and the passing
Berdasarkan historycal setiap akhir september selalu ada window dressing yg di lakukan oleh manager investasi maupun emiten yg berkepentingan untk membuat porfolio maupun nilai buku perusahaan menjadi bagus. Ada beberapa saham yg selalu melakukan window dressing dlm kurun 5 tahun belakangan ini.
1. Bank : BMRI,BBRI,BBNI,BBCA dan BDMN.
2 . Coal PTBA,ITMG,HRUM,ADRO. dan Indy.
3. Kontraktor : UNTR dan DOID.
4. Semen : INTP dan SMGR.
5. KONSTRUKSI : WIKA dan ADHI. .
6. Property : BSDE , SMRA , ASRI
BMRI/BBNI/BBRI are likely outperformers in a market recovery
We retain our positive call on the Indonesian banking space, and argue that the valuation premium relative to regional peers can be justified given the growth profile. Indeed, the Indo banking sector’s 11E PEG of 0.8x is comparable to the regional average of 0.7x. Excluding BCA/BTPN/BII, the Indo PEG of 0.5x is clearly cheaper than regional peers (see Figure 15 page 4 for details). The longer term trends too, in our view, should be more compelling than for peers. Within the sector, we have indentified BMRI/BBNI/BBRI as potential outperformers, particularly in market recoveries. On BBCA, we continue to like the stock because of its strong fundamentals, but its massive premiums relative to its domestic peers suggest likely underpin
[Dow Jones] Singapore shares are likely to open lower, following the torrid offshore session Wednesday. While there have been few cues from policymakers so far this week, both sentiment and technical indicators appear to be growing increasingly bearish. "I think we will see people increasingly using bounces to lighten their positions...and whatever bounces we see are not going to be very strong," an analyst at a local brokerage says. He expects support will be firm around the 2603 level, which is the 38.2% retracement of the March 2009-November 2010 bull market. Resistance is likely at the 30-day moving average of 2772. Commodities and other cyclical stocks such as Noble Group (N21.SG), Golden Agri-Resources (E5H.SG), Olam International (O32.SG) and Sembcorp Marine (S51.SG) are again likely to be in focus today. (samuel.holmes@dowjones.com)
[Dow Jones] Trading in Hong Kong's stock and derivatives markets will be suspended for at least part of today as an approaching tropical cyclone brings heavy wind and rain to the city, forcing the closure of schools and much of the public transportation system. The Hong Kong Observatory earlier in the morning issued the Tropical Cyclone Warning Signal 8, meaning all markets, offices, schools and nonessential government departments shut down. This is Hong Kong's first signal 8 in over two years. According to Hong Kong stock exchange arrangements, if a signal 8 remains in place at 0100 GMT, or 9:00 am local time, the morning trading session will be canceled. If a signal 8 is still in place after 0400 GMT, or noon local time, trading will be suspended for the entire day. The Observatory said it expects to keep the signal 8 in place for much of Thursday morning. (jeffrey.ng@dowjones.com)
[Dow Jones] LME base metals slump within the opening minutes of trading in Asia, with copper falling more than 5.9% to $6,824.75/ton. Worries over a global economic slowdown curbing demand for industrial metals and investors turning pessimistic about a quick resolution to Europe's debt crisis, are weighing on sentiment. Analysts say the copper market has cracked and has followed other markets lower in the past few days. Further, weakness in stock markets in Europe and in the U.S. is expected to hurt sentiment towards base metals, which have been tracking stock markets the past few weeks. LME 3-month copper is last at $6,884.75/ton, down $365.25, zinc is at $1,880/ton, down $60, lead is at $1,920/ton, down $20, nickel is at $17,906/ton, down $594, while aluminum is at $2,235/ton, unchanged from its previous close. (arpan.mukherjee@dowjones.com)
[Dow Jones] The Kospi is choppy early, last flat at 1723.75 amid net selling by local institutions and retailers in small volumes, and net buying by foreigners. Analysts note the market lacks strong momentum to move sharply in either direction. Nothing has changed much regarding Europe's debt situation and "stocks are just up one day and down the other, depending on what's news," says Korea Investment & Securities analyst Kim Jung-hoon. He pegs support for the index at 1700. Oil refiners underperform, setting a negative tone for the broader chemicals sector following a drop in crude prices, as weaker crude may drag down companies' product sales prices; SK Innovation (096770.SE) falls 3.2% to KRW135,500 and S-Oil (010950.SE) declines 2.4% to KRW101,000. On the upside, bank shares outperform on dip-buying after their recent declines; KB Financial (105560.SE) rises 2.2% to KRW39,800, while Woori Finance (053000.SE) advances 1.9% to KRW9,790. (min-jeong.lee@dowjones.com)
Gold: After breaking down below key support at 1598.20, the next target for GOLD is 1562.50. First resistance is now 1625.00, and if this level holds firm in the near term, it may well fall to the 1562.50 support.(HND)
[Dow Jones] Gold and silver could move lower after the metals were unable to hold on to the gains made earlier this week, says Barclays Capital based on technical analysis. The house expects gold and silver to target $1,532/oz and $26.08/oz respectively. "We think markets will revisit the lows posted on Friday but look for the velocity of the downtrend to be slower." Analysts remain convinced about the yellow metal's medium- to long-term bullish outlook, but the near-term prospects appear uncertain with volatility proving scary for investors. Spot gold falls more than 1% to an early low of $1,583/oz and silver slips more than 2% to $29.102/oz. Spot gold is last at $1,585.90/oz, down $23.80 and silver is at $29.43/oz, down 50 cents from its previous close. (arpan.mukherjee@dowjones.com)
Asian CDS spreads widen in illiquid trading Thursday, with Hong Kong trade delayed due to a typhoon warning. Risk sentiment slumps after a rally, as market players realise they were getting ahead of themselves, with many hurdles still yet to be cleared in the euro zone. Spreads on the Markit iTraxx Asia ex-Japan CDS index were recently quoted at 240-245 bps, wider than 228-232 bps this time Wednesday; levels will be highly event-driven going forward. For now, sentiment is "rough as old nails," one Asia-based syndicate banker says.(natasha.brereton-fukui@dowjones.com)
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