2nd session JCI on 30.09.11
3549.03(+11.85pts)(+0.33%)
(H: 3579.66 ; L: 3523.17 )
Value: 12.10T (NG 8.15 B )
Volume: 2.03 B (NG 3.22 B )
Foreign Nett Buy: 7.58 T
Incl. Crossing:
LPPF @ 2700 ~ IDR 7.7 T (F vs D)
USD/IDR : 8815 (On Shore)
8882.5 (Off Shore)
6 MARKET DRIVEN BY SECTOR
MANUFACTUR (+0.92%)(1124.899 B )
FINANCE . (-0.40%)(1097.542 B )
MINING. (+0.07%) (917.701 B )
INFRASTRUC(-0.22%)(476.835 B )
CONSUMER (+3.24%)(424.057 B )
PROPERTY.(+1.54%)(290.747 B )
6 NETT BUY STOCKs BY FOREIGN
BBRI. @5900. (88.38 B )
INDF. @4967. (22.33 B )
ASRI. @388. (15.64 B )
GGRM. @52771 (15.31 B )
BBNI. @3685. (15.04 B )
UNTR. @21909(14.31 B )
6 NETT SELL STOCKs BY FOREIGN
BMRI. @6302. (82.86 B )
ASII. @64811. (51.45 B )
ADRO. @1747. (44.49 B )
TLKM. @7615. (31.53 B )
HRUM. @7069. (29.96 B )
UNVR. @16348. (17.63 B )
8 MOST ACTIVE STOCKs BY VALUE
ASII. @63650. (-0.62%)
BUMI. @1950. (+1.03%)
BBRI. @5850. (-0.84%)
BMRI. @6300. (-2.32%)
INDF. @5050. (+4.12%)
ADRO. @1720. (-0.57%)
TLKM. @7600. (+2.01%)
UNTR. @22000 (+0.22%)
8 MOST ACTIVE STOCKs BY VALUE
ASII. @63650. (-0.62%)
BUMI. @1950. (+1.03%)
BBRI. @5850. (-0.84%)
BMRI. @6300. (-2.32%)
INDF. @5050. (+4.12%)
ADRO. @1720. (-0.57%)
TLKM. @7600. (+2.01%)
UNTR. @22000 (+0.22%)
8 MOST ACTIVE STOCKs BY VOLUME
ENRG. @132. (285.440 M )
BNBR. @51. (283.049 M )
ASRI. @385. (162.552 M )
BUMI. @1950. (159.540 M )
ELTY. @112. (148.546 M )
DEWA. @75. (128.190 M )
LPKR. @680. (105.337 M )
ADRO. @1720. (103.593 M )
Bergerak Labil, IHSG Ditutup Naik Tipis. Foreign net sell Rp 439,709 miliar
http://finance.detik.com/read/2011/09/30/161013/1734182/6/bergerak-labil-ihsg-ditutup-naik-tipis
Aksi Beli Selektif Selamatkan IHSG Akhir Pekan
http://pasarmodal.inilah.com/read/detail/1780277/aksi-beli-selektif-selamatkan-ihsg-akhir-pekan
Tok..Tok.. RUPSLB PT Central Omega Tak Kuorum
http://pasarmodal.inilah.com/read/detail/1780296/toktok-rupslb-pt-central-omega-tak-kuorum
Bursa Asia Anjlok Terbesar Kuartalan Sejak 2008
http://pasarmodal.inilah.com/read/detail/1780291/bursa-asia-anjlok-terbesar-kuartalan-sejak-2008
BEI Buka Suspensi UNIT dan ALFA
http://pasarmodal.inilah.com/read/detail/1780267/bei-buka-suspensi-unit-dan-alfa
Bank Spanyol Ambilalih 3 Bank Gagal
http://pasarmodal.inilah.com/read/detail/1780261/bank-spanyol-ambilalih-3-bank-gagal
Laba Bersih CMNP Naik 26,04%
http://pasarmodal.inilah.com/read/detail/1780232/laba-bersih-cmnp-naik-2604
Crossing, LPPF Dibeli Meadow Rp7,81 Triliun
http://pasarmodal.inilah.com/read/detail/1780210/crossing-lppf-dibeli-meadow-rp781-triliun
Jepang Tambah Dana Intervensi US$195 Miliar
http://pasarmodal.inilah.com/read/detail/1780245/jepang-tambah-dana-intervensi-us195-miliar
18 AB siap meluncurkan online trading hingga akhir 2011
http://investasi.kontan.co.id/v2/read/1317370306/78786/18-AB-siap-meluncurkan-online-trading-hingga-akhir-2011
JAKARTA. PT Indofarma Tbk (INAF) kembali mencatatkan rugi bersih Rp 23,329 miliar di semester pertama 2011. Meskipun masih merugi, namun kerugian perusahaan pelat merah ini mulai berkurang dibandingkan semester pertama tahun lalu yang mencapai Rp 41,37 miliar.
BLOOMBERG: *ALSTOM WINS SUBSTATION CONTRACT IN INDONESIA
BUMI 2012 COAL OUTPUT MAY HIT 80 MILLION METRIC TONS VS 66 MLN TON IN 2011, UP 21%
DB STARTS BUYING BACK BUMI GRADUALLY
BLOOMBERG: *RAMAYANA GAINS FOR FIRST TIME IN 12 DAYS AFTER REPORT ON SALES
BLOOMBERG: *BARCLAYS BANK TO SELL INDONESIAN RUPIAH URIDASHI BONDS
BLOOMBERG: Matahari Ratings Unaffected by 2Q Results: S&P
BLOOMBERG: *FITCH AFFIRMS BENTOEL'S RUPIAH BOND AT 'AAA(IDN)'
Bloomberg: Asia Currencies Set for Worst Month Since ‘97 on Slowdown Signs
Antam Masukkan Dokumen Obligasi Akhir 2011
http://pasarmodal.inilah.com/read/detail/1780219/antam-masukkan-dokumen-obligasi-akhir-2011
Crossing, LPPF Dibeli Meadow Rp7,81 Triliun
http://pasarmodal.inilah.com/read/detail/1780210/crossing-lppf-dibeli-meadow-rp781-triliun
Sentimen di Jerman tak Kuat Topang Saham Eropa
http://pasarmodal.inilah.com/read/detail/1780203/sentimen-di-jerman-tak-kuat-topang-saham-eropa
BEI: 70 Anggota Bursa Sudah Gunakan Online Trading
http://pasarmodal.inilah.com/read/detail/1780186/bei-70-anggota-bursa-sudah-gunakan-online-trading
Anak Usaha BYAN Teken Kontrak dengan Thiess
http://pasarmodal.inilah.com/read/detail/1780192/anak-usaha-byan-teken-kontrak-dengan-thiess
Clipan Finance Tawarkan Obligasi Rp 500 Miliar
http://finance.detik.com/read/2011/09/30/140422/1733999/6/clipan-finance-tawarkan-obligasi-rp-500-miliar
Pasca Diakuisi, Utilisasi Indofarma Akan Naik Hingga 80%
http://finance.detik.com/read/2011/09/30/132413/1733956/6/pasca-diakuisi-utilisasi-indofarma-akan-naik-hingga-80
XL Axiata Refinancing 960 Miliar
http://finance.detik.com/read/2011/09/30/131108/1733943/6/xl-axiata-refinancing-960-miliar
Asing Borong Saham Matahari Department Store Rp 7,7 Triliun
http://finance.detik.com/read/2011/09/30/120706/1733907/6/asing-borong-saham-matahari-department-store-rp-77-triliun
Bloomberg: Kalbe Farma Forms M&A Team to Find Asian Acquisition Targets
Bloomberg: Asian Stocks Poised for Biggest Quarterly Drop Since 2008
Bloomberg: Rupiah Heads for Biggest Monthly Slide in Two Years; Bonds Drop
Bloomberg: 'Rupiah Heads for Biggest Monthly Slide in Two Years; Bonds Drop
Bloomberg: Ramayana Expects Sales to Increase by 20% Next Year, Kontan Says
Bloomberg: Rubber Futures Extend Gains in Tokyo, Rising as Much as 3.3%
Bloomberg: Citra Marga First-Half Net Income Gains to 165.5 Billion Rupiah
Inilah Menu Saham Pilihan Jumat (30/9)
http://pasarmodal.inilah.com/read/detail/1779966/inilah-menu-saham-pilihan-jumat-309
Rekomendasi Saham
Bursa Global Variatif, IHSG Fluktuatif
http://finance.detik.com/read/2011/09/30/075523/1733686/6/bursa-global-variatif-ihsg-fluktuatif
Analis: Meski berpotensi naik, IHSG rentan profit taking
http://investasi.kontan.co.id/v2/read/1317348236/78726/Analis-Meski-berpotensi-naik-IHSG-rentan-profit-taking
Ikuti Global, IHSG Dibuka Naik 0,21%
http://pasarmodal.inilah.com/read/detail/1780113/ikuti-global-ihsg-dibuka-naik-021
ANCAMAN KRISIS GLOBAL
Sepanjang September, rupiah sudah keok 3,3%
http://investasi.kontan.co.id/v2/read/1317353216/78746/Sepanjang-September-rupiah-sudah-keok-33
Laba bersih naik 35%, ANTM reli paling tajam dalam delapan bulan
http://investasi.kontan.co.id/v2/read/1317352398/78742/Laba-bersih-naik-35-ANTM-reli-paling-tajam-dalam-delapan-bulan
Sentimen Positif Mulai Muncul, IHSG Menguat Tipis
http://finance.detik.com/read/2011/09/30/093635/1733749/6/sentimen-positif-mulai-muncul-ihsg-menguat-tipis
Siap Delisting, Suspansi Saham ALFA Dicabut
http://finance.detik.com/read/2011/09/30/103018/1733790/6/siap-delisting-suspansi-saham-alfa-dicabut
Laba Naik, 'Hold' Saham Antam
http://pasarmodal.inilah.com/read/detail/1780109/laba-naik-hold-saham-antam
Inilah Saham Berpotensi Profit Taking dan Rebound
http://pasarmodal.inilah.com/read/detail/1780104/inilah-saham-berpotensi-profit-taking-dan-rebound
Refinancing Utang CIC, 'Maintain Buy' BUMI
http://pasarmodal.inilah.com/read/detail/1780105/refinancing-utang-cic-maintain-buy-bumi
UNTR Pinjamkan Anak Usaha US$12 Juta
http://pasarmodal.inilah.com/read/detail/1780100/untr-pinjamkan-anak-usaha-us12-juta
Refinancing Utang CIC, 'Maintain Buy' BUMI
http://pasarmodal.inilah.com/read/detail/1780105/refinancing-utang-cic-maintain-buy-bumi
Saham Energi Dukung Bursa Asia Menguat Pagi Ini
http://pasarmodal.inilah.com/read/detail/1780090/saham-energi-dukung-bursa-asia-menguat-pagi-ini
Saham KIJA Berpotensi Terkerek ke Level Rp250
http://pasarmodal.inilah.com/read/detail/1780096/saham-kija-berpotensi-terkerek-ke-level-rp250
Grup Djarum Incar Saham Trias Sentosa?
http://pasarmodal.inilah.com/read/detail/1780098/grup-djarum-incar-saham-trias-sentosa
Sentimen Beragam, Wall Street Mixed
http://pasarmodal.inilah.com/read/detail/1780062/sentimen-beragam-wall-street-mixed
IPO, Solusi Tunas Pratama Ditetapkan Rp3.400/Saham
http://pasarmodal.inilah.com/read/detail/1779925/ipo-solusi-tunas-pratama-ditetapkan-rp3400saham
Berencana ekspansi, SIPD dapat pinjaman Rp 140 miliar dari BMRI
http://investasi.kontan.co.id/v2/read/1317351492/78740/Berencana-ekspansi-SIPD-dapat-pinjaman-Rp-140-miliar-dari-BMRI
Targetkan kenaikan laba 40%, saham PTBA menjadi incaran investor
http://investasi.kontan.co.id/v2/read/1317350843/78735/Targetkan-kenaikan-laba-40-saham-PTBA-menjadi-incaran-investor
Mengekor mayoritas bursa regional, IHSG dibuka menghijau
http://investasi.kontan.co.id/v2/read/1317350877/78736/Mengekor-mayoritas-bursa-regional-IHSG-dibuka-menghijau
DSSA menjual lahan untuk membiayai proyek PLTU
http://investasi.kontan.co.id/v2/read/1317345305/78721/DSSA-menjual-lahan-untuk-membiayai-proyek-PLTU
Jumlah pelanggan melesu, FREN perkuat layanan data
http://investasi.kontan.co.id/v2/read/1317343551/78719/Jumlah-pelanggan-melesu-FREN-perkuat-layanan-data
TURI bangun lagi empat gerai motor
http://investasi.kontan.co.id/v2/read/1317338866/78713/TURI-bangun-lagi-empat-gerai-motor
Asia Equity Strategy: Net Foreign Buying for Three Consecutive Days – Start of Trend?
Sales commentary: Indeed, Indonesia is no longer looking crowded in NJA after the net foreign outflows in the past two months. In our observation, JCI is stabilizing, somewhat supported by firm currency and bond markets, and before long, we believe investors will re- appreciate Indonesia’s firm fundamentals and economic resilience – especially on a relative basis to its peers in the region. To play the JCI recovery, we recommend the following themes: 1) value plays – BBRI, INTP and PTBA; and 2) quality plays – ASII and BMRI. We recommend investors to avoid expensive stocks that might lag in the JCI rebound – GGRM, BBCA and KLBF. (credit suisse)
INTA: 640-900. 2011 full year net profit could rise by 81% to exceed IDR150 billion (EPS:IDR69.4) from IDR83 billion by the end of 2010. It is now trading at a p/e ratio of only 9.5X 2011 earnings, far below the industrial average p/e ratio of 16X. INTA is a distributor for heavy equipment for industries. It has almost a similar business with UNTR. My 12-month target is at IDR1,200. Best buy is at any levels below IDR700
RAJA 1H NET PROFIT ROSE 14,837% TO IDR33.38 BILLION FROM IDR241 MILLION A YEAR EARLIER ON HIGHER SALES
14 ribu persen
RAJA 1H SALES ROSE 5,200% TO IDR313 BILLION FROM IDR7 BILLION A YEAR AGO
ASRI: 350-430. FULL YEAR net profit could rise by 99% to IDR578 billion from IDR290 billion a year earlier due to higher sales. It is now trading at a p/e ratio of 11.5X 2011 earnings, far below the property average p/e ratio of 16X. At that average, ASRI should be fairly valued at IDR510. Best buy is at any levels below IDR400.
RAJA 1H SALES JUMPED SIGNIFICANTLY DUE TO REVENUE CONTRIBUTION FROM COAL UNIT
RAJA NOW TRADES AT A P/E RATIO OF 0.6X 2011 EARNINGS; EPS IDR972; FULL YERA NET PROFIT MAY EXCEED IDR650 BILLION
3549.03(+11.85pts)(+0.33%)
(H: 3579.66 ; L: 3523.17 )
Value: 12.10T (NG 8.15 B )
Volume: 2.03 B (NG 3.22 B )
Foreign Nett Buy: 7.58 T
Incl. Crossing:
LPPF @ 2700 ~ IDR 7.7 T (F vs D)
USD/IDR : 8815 (On Shore)
8882.5 (Off Shore)
6 MARKET DRIVEN BY SECTOR
MANUFACTUR (+0.92%)(1124.899 B )
FINANCE . (-0.40%)(1097.542 B )
MINING. (+0.07%) (917.701 B )
INFRASTRUC(-0.22%)(476.835 B )
CONSUMER (+3.24%)(424.057 B )
PROPERTY.(+1.54%)(290.747 B )
6 NETT BUY STOCKs BY FOREIGN
BBRI. @5900. (88.38 B )
INDF. @4967. (22.33 B )
ASRI. @388. (15.64 B )
GGRM. @52771 (15.31 B )
BBNI. @3685. (15.04 B )
UNTR. @21909(14.31 B )
6 NETT SELL STOCKs BY FOREIGN
BMRI. @6302. (82.86 B )
ASII. @64811. (51.45 B )
ADRO. @1747. (44.49 B )
TLKM. @7615. (31.53 B )
HRUM. @7069. (29.96 B )
UNVR. @16348. (17.63 B )
8 MOST ACTIVE STOCKs BY VALUE
ASII. @63650. (-0.62%)
BUMI. @1950. (+1.03%)
BBRI. @5850. (-0.84%)
BMRI. @6300. (-2.32%)
INDF. @5050. (+4.12%)
ADRO. @1720. (-0.57%)
TLKM. @7600. (+2.01%)
UNTR. @22000 (+0.22%)
8 MOST ACTIVE STOCKs BY VALUE
ASII. @63650. (-0.62%)
BUMI. @1950. (+1.03%)
BBRI. @5850. (-0.84%)
BMRI. @6300. (-2.32%)
INDF. @5050. (+4.12%)
ADRO. @1720. (-0.57%)
TLKM. @7600. (+2.01%)
UNTR. @22000 (+0.22%)
8 MOST ACTIVE STOCKs BY VOLUME
ENRG. @132. (285.440 M )
BNBR. @51. (283.049 M )
ASRI. @385. (162.552 M )
BUMI. @1950. (159.540 M )
ELTY. @112. (148.546 M )
DEWA. @75. (128.190 M )
LPKR. @680. (105.337 M )
ADRO. @1720. (103.593 M )
Bergerak Labil, IHSG Ditutup Naik Tipis. Foreign net sell Rp 439,709 miliar
http://finance.detik.com/read/2011/09/30/161013/1734182/6/bergerak-labil-ihsg-ditutup-naik-tipis
Aksi Beli Selektif Selamatkan IHSG Akhir Pekan
http://pasarmodal.inilah.com/read/detail/1780277/aksi-beli-selektif-selamatkan-ihsg-akhir-pekan
Tok..Tok.. RUPSLB PT Central Omega Tak Kuorum
http://pasarmodal.inilah.com/read/detail/1780296/toktok-rupslb-pt-central-omega-tak-kuorum
Bursa Asia Anjlok Terbesar Kuartalan Sejak 2008
http://pasarmodal.inilah.com/read/detail/1780291/bursa-asia-anjlok-terbesar-kuartalan-sejak-2008
BEI Buka Suspensi UNIT dan ALFA
http://pasarmodal.inilah.com/read/detail/1780267/bei-buka-suspensi-unit-dan-alfa
Bank Spanyol Ambilalih 3 Bank Gagal
http://pasarmodal.inilah.com/read/detail/1780261/bank-spanyol-ambilalih-3-bank-gagal
Laba Bersih CMNP Naik 26,04%
http://pasarmodal.inilah.com/read/detail/1780232/laba-bersih-cmnp-naik-2604
Crossing, LPPF Dibeli Meadow Rp7,81 Triliun
http://pasarmodal.inilah.com/read/detail/1780210/crossing-lppf-dibeli-meadow-rp781-triliun
Jepang Tambah Dana Intervensi US$195 Miliar
http://pasarmodal.inilah.com/read/detail/1780245/jepang-tambah-dana-intervensi-us195-miliar
18 AB siap meluncurkan online trading hingga akhir 2011
http://investasi.kontan.co.id/v2/read/1317370306/78786/18-AB-siap-meluncurkan-online-trading-hingga-akhir-2011
JAKARTA. PT Indofarma Tbk (INAF) kembali mencatatkan rugi bersih Rp 23,329 miliar di semester pertama 2011. Meskipun masih merugi, namun kerugian perusahaan pelat merah ini mulai berkurang dibandingkan semester pertama tahun lalu yang mencapai Rp 41,37 miliar.
BLOOMBERG: *ALSTOM WINS SUBSTATION CONTRACT IN INDONESIA
BUMI 2012 COAL OUTPUT MAY HIT 80 MILLION METRIC TONS VS 66 MLN TON IN 2011, UP 21%
DB STARTS BUYING BACK BUMI GRADUALLY
BLOOMBERG: *RAMAYANA GAINS FOR FIRST TIME IN 12 DAYS AFTER REPORT ON SALES
BLOOMBERG: *BARCLAYS BANK TO SELL INDONESIAN RUPIAH URIDASHI BONDS
BLOOMBERG: Matahari Ratings Unaffected by 2Q Results: S&P
BLOOMBERG: *FITCH AFFIRMS BENTOEL'S RUPIAH BOND AT 'AAA(IDN)'
Bloomberg: Asia Currencies Set for Worst Month Since ‘97 on Slowdown Signs
Antam Masukkan Dokumen Obligasi Akhir 2011
http://pasarmodal.inilah.com/read/detail/1780219/antam-masukkan-dokumen-obligasi-akhir-2011
Crossing, LPPF Dibeli Meadow Rp7,81 Triliun
http://pasarmodal.inilah.com/read/detail/1780210/crossing-lppf-dibeli-meadow-rp781-triliun
Sentimen di Jerman tak Kuat Topang Saham Eropa
http://pasarmodal.inilah.com/read/detail/1780203/sentimen-di-jerman-tak-kuat-topang-saham-eropa
BEI: 70 Anggota Bursa Sudah Gunakan Online Trading
http://pasarmodal.inilah.com/read/detail/1780186/bei-70-anggota-bursa-sudah-gunakan-online-trading
Anak Usaha BYAN Teken Kontrak dengan Thiess
http://pasarmodal.inilah.com/read/detail/1780192/anak-usaha-byan-teken-kontrak-dengan-thiess
Clipan Finance Tawarkan Obligasi Rp 500 Miliar
http://finance.detik.com/read/2011/09/30/140422/1733999/6/clipan-finance-tawarkan-obligasi-rp-500-miliar
Pasca Diakuisi, Utilisasi Indofarma Akan Naik Hingga 80%
http://finance.detik.com/read/2011/09/30/132413/1733956/6/pasca-diakuisi-utilisasi-indofarma-akan-naik-hingga-80
XL Axiata Refinancing 960 Miliar
http://finance.detik.com/read/2011/09/30/131108/1733943/6/xl-axiata-refinancing-960-miliar
Asing Borong Saham Matahari Department Store Rp 7,7 Triliun
http://finance.detik.com/read/2011/09/30/120706/1733907/6/asing-borong-saham-matahari-department-store-rp-77-triliun
Bloomberg: Kalbe Farma Forms M&A Team to Find Asian Acquisition Targets
Bloomberg: Asian Stocks Poised for Biggest Quarterly Drop Since 2008
Bloomberg: Rupiah Heads for Biggest Monthly Slide in Two Years; Bonds Drop
Bloomberg: 'Rupiah Heads for Biggest Monthly Slide in Two Years; Bonds Drop
Bloomberg: Ramayana Expects Sales to Increase by 20% Next Year, Kontan Says
Bloomberg: Rubber Futures Extend Gains in Tokyo, Rising as Much as 3.3%
Bloomberg: Citra Marga First-Half Net Income Gains to 165.5 Billion Rupiah
Inilah Menu Saham Pilihan Jumat (30/9)
http://pasarmodal.inilah.com/read/detail/1779966/inilah-menu-saham-pilihan-jumat-309
Rekomendasi Saham
Bursa Global Variatif, IHSG Fluktuatif
http://finance.detik.com/read/2011/09/30/075523/1733686/6/bursa-global-variatif-ihsg-fluktuatif
Analis: Meski berpotensi naik, IHSG rentan profit taking
http://investasi.kontan.co.id/v2/read/1317348236/78726/Analis-Meski-berpotensi-naik-IHSG-rentan-profit-taking
Ikuti Global, IHSG Dibuka Naik 0,21%
http://pasarmodal.inilah.com/read/detail/1780113/ikuti-global-ihsg-dibuka-naik-021
ANCAMAN KRISIS GLOBAL
Sepanjang September, rupiah sudah keok 3,3%
http://investasi.kontan.co.id/v2/read/1317353216/78746/Sepanjang-September-rupiah-sudah-keok-33
Laba bersih naik 35%, ANTM reli paling tajam dalam delapan bulan
http://investasi.kontan.co.id/v2/read/1317352398/78742/Laba-bersih-naik-35-ANTM-reli-paling-tajam-dalam-delapan-bulan
Sentimen Positif Mulai Muncul, IHSG Menguat Tipis
http://finance.detik.com/read/2011/09/30/093635/1733749/6/sentimen-positif-mulai-muncul-ihsg-menguat-tipis
Siap Delisting, Suspansi Saham ALFA Dicabut
http://finance.detik.com/read/2011/09/30/103018/1733790/6/siap-delisting-suspansi-saham-alfa-dicabut
Laba Naik, 'Hold' Saham Antam
http://pasarmodal.inilah.com/read/detail/1780109/laba-naik-hold-saham-antam
Inilah Saham Berpotensi Profit Taking dan Rebound
http://pasarmodal.inilah.com/read/detail/1780104/inilah-saham-berpotensi-profit-taking-dan-rebound
Refinancing Utang CIC, 'Maintain Buy' BUMI
http://pasarmodal.inilah.com/read/detail/1780105/refinancing-utang-cic-maintain-buy-bumi
UNTR Pinjamkan Anak Usaha US$12 Juta
http://pasarmodal.inilah.com/read/detail/1780100/untr-pinjamkan-anak-usaha-us12-juta
Refinancing Utang CIC, 'Maintain Buy' BUMI
http://pasarmodal.inilah.com/read/detail/1780105/refinancing-utang-cic-maintain-buy-bumi
Saham Energi Dukung Bursa Asia Menguat Pagi Ini
http://pasarmodal.inilah.com/read/detail/1780090/saham-energi-dukung-bursa-asia-menguat-pagi-ini
Saham KIJA Berpotensi Terkerek ke Level Rp250
http://pasarmodal.inilah.com/read/detail/1780096/saham-kija-berpotensi-terkerek-ke-level-rp250
Grup Djarum Incar Saham Trias Sentosa?
http://pasarmodal.inilah.com/read/detail/1780098/grup-djarum-incar-saham-trias-sentosa
Sentimen Beragam, Wall Street Mixed
http://pasarmodal.inilah.com/read/detail/1780062/sentimen-beragam-wall-street-mixed
IPO, Solusi Tunas Pratama Ditetapkan Rp3.400/Saham
http://pasarmodal.inilah.com/read/detail/1779925/ipo-solusi-tunas-pratama-ditetapkan-rp3400saham
Berencana ekspansi, SIPD dapat pinjaman Rp 140 miliar dari BMRI
http://investasi.kontan.co.id/v2/read/1317351492/78740/Berencana-ekspansi-SIPD-dapat-pinjaman-Rp-140-miliar-dari-BMRI
Targetkan kenaikan laba 40%, saham PTBA menjadi incaran investor
http://investasi.kontan.co.id/v2/read/1317350843/78735/Targetkan-kenaikan-laba-40-saham-PTBA-menjadi-incaran-investor
Mengekor mayoritas bursa regional, IHSG dibuka menghijau
http://investasi.kontan.co.id/v2/read/1317350877/78736/Mengekor-mayoritas-bursa-regional-IHSG-dibuka-menghijau
DSSA menjual lahan untuk membiayai proyek PLTU
http://investasi.kontan.co.id/v2/read/1317345305/78721/DSSA-menjual-lahan-untuk-membiayai-proyek-PLTU
Jumlah pelanggan melesu, FREN perkuat layanan data
http://investasi.kontan.co.id/v2/read/1317343551/78719/Jumlah-pelanggan-melesu-FREN-perkuat-layanan-data
TURI bangun lagi empat gerai motor
http://investasi.kontan.co.id/v2/read/1317338866/78713/TURI-bangun-lagi-empat-gerai-motor
Asia Equity Strategy: Net Foreign Buying for Three Consecutive Days – Start of Trend?
Sales commentary: Indeed, Indonesia is no longer looking crowded in NJA after the net foreign outflows in the past two months. In our observation, JCI is stabilizing, somewhat supported by firm currency and bond markets, and before long, we believe investors will re- appreciate Indonesia’s firm fundamentals and economic resilience – especially on a relative basis to its peers in the region. To play the JCI recovery, we recommend the following themes: 1) value plays – BBRI, INTP and PTBA; and 2) quality plays – ASII and BMRI. We recommend investors to avoid expensive stocks that might lag in the JCI rebound – GGRM, BBCA and KLBF. (credit suisse)
INTA: 640-900. 2011 full year net profit could rise by 81% to exceed IDR150 billion (EPS:IDR69.4) from IDR83 billion by the end of 2010. It is now trading at a p/e ratio of only 9.5X 2011 earnings, far below the industrial average p/e ratio of 16X. INTA is a distributor for heavy equipment for industries. It has almost a similar business with UNTR. My 12-month target is at IDR1,200. Best buy is at any levels below IDR700
RAJA 1H NET PROFIT ROSE 14,837% TO IDR33.38 BILLION FROM IDR241 MILLION A YEAR EARLIER ON HIGHER SALES
14 ribu persen
RAJA 1H SALES ROSE 5,200% TO IDR313 BILLION FROM IDR7 BILLION A YEAR AGO
ASRI: 350-430. FULL YEAR net profit could rise by 99% to IDR578 billion from IDR290 billion a year earlier due to higher sales. It is now trading at a p/e ratio of 11.5X 2011 earnings, far below the property average p/e ratio of 16X. At that average, ASRI should be fairly valued at IDR510. Best buy is at any levels below IDR400.
RAJA 1H SALES JUMPED SIGNIFICANTLY DUE TO REVENUE CONTRIBUTION FROM COAL UNIT
RAJA NOW TRADES AT A P/E RATIO OF 0.6X 2011 EARNINGS; EPS IDR972; FULL YERA NET PROFIT MAY EXCEED IDR650 BILLION
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