Laporan & Rumor Saham Indonesia 11-10 (Refresh)

BLOOMBERG: *BUMI RESOURCES SELLS COAL TO EAST ASIAN BUYER :BUMI IJ. *BUMI RESOURCES SELLS COAL AT $133 A METRIC TON, OFFICIAL SAYS

Bloomberg: Indonesian Bonds Extend Gains on Surprise Central Bank Rate Cut

*DJ Bank Indonesia: Economic Fundamentals Remain Strong
*DJ Bank Indonesia Likely Sold $100 Mln At IDR8,945 -Dealers

*DJ Bumi Director: Funds Needed For Early Debt Repayment To China Investment Co

*DJ Bumi Director: Confident $600M Of CIC Loan Will Be Repaid This Month

BLOOMBERG: *BUMI RESOURCES SELLS COAL TO EAST ASIAN BUYER :BUMI IJ. *BUMI RESOURCES SELLS COAL AT $133 A METRIC TON, OFFICIAL SAYS

Bloomberg: *BANK INDONESIA CUTS REFERENCE RATE TO 6.50% FROM 6.75%. *INDONESIA BANKS LENDING RISE 23.8% AS OF END OF SEPT. *INDONESIA 2012 INFLATION MAY BE BELOW 5%, CENTRAL BANK SAYS.     *INDONESIAN RUPIAH 0.4% WEAKER AT 8,938 PER DOLLAR.

Bloomberg: Medco Energi Intl Sells USD 30 Million 6.05% 5-Year Bonds

1st session JCI on 11.10.11
3559.28(+108.20pts)(+3.13%)
(H: 3563.40 ; L: 3451.63 )
Value:    2.79T (NG 130 B )
Volume: 3.16 B (NG 60 M )
Foreign Nett Buy: 222 B !!!
USD/IDR : 8940 (On Shore)
               8940 (Off Shore)

6 MARKET DRIVEN BY SECTOR
FINANCE.      (+3.60%)(703.728 B )
MINING.          (+3.99%)(679.449 B )
MANUFACTUR (+3.00%)(511.089 B )
INFRASTRUC.  (+2.53%)(339.227 B )
PROPERTY.(+3.03%)(329.412 B )
CONSUMER (+1.90%)(114.793 B )

6 NETT BUY STOCKs BY FOREIGN
BBRI.      @6228 (39.56 B )
BBNI.      @3540. (36.65 B )
BMRI.    @6478 (31.74 B )
ADRO.  @1754. (30.23 B )
HRUM.  @7261.  (22.48 B )
CPIN.      @2509. (20.06 B )

6 NETT SELL STOCKs BY FOREIGN
ASII.      @66573 (16.04 B )
DOID.    @623.      (9.06 B )
PGAS.  @2636.  (8.63 B )
BUMI.    @1987.    (7.21 B )
UNVR.  @15703. (5.30 B )
KIJA.    @180.      (5.12 B )

8 MOST ACTIVE STOCKs BY VALUE
BMRI.    @6500.  (+4.00%)
BBRI.    @6250.  (+3.30%)
ASII.      @66500 (+3.66%)
BUMI.    @2000.  (+4.16%)
LPCK.  @1850.    (+19.35%)
KIJA.    @186.        (+12.72%)
ADRO.  @1780.    (+6.58%)
PGAS.  @2675.  (+5.94%)

8 MOST ACTIVE STOCKs BY VOLUME
KIJA.      @186.  (553.267 M )
BNBR.    @52.    (292.932 M )
ENRG.    @134.  (241.965 M )
ELTY.    @109.  (236.590 M )
BUMI.      @2000(92.280 M )
DEWA.    @74.      (87.844 M )
ASRI.      @395.  (76.983 M )
BKSL.    @245.  (72.472 M )
 
12:10 11Oct11 RTRS-BAKRIE GROUP HAS HELD TALKS WITH AT LEAST 3 OTHER PARTIES  INCLUDING VITOL, NORTHSTAR TO REFINANCE $1.35 BLN DEBT - SOURCES
12:11 11Oct11 RTRS-Coal rights, shares part of Glencore-Bakrie talks -sources

JAKARTA/SINGAPORE, Oct 10 (Reuters) - Glencore International Plc's advanced talks to refinance the Bakrie group's debt involves gaining more rights to sell coal produced by the Indonesian conglomerate and an option to buy shares in London-listed Bumi Plc , sources said on Tuesday. he Indonesian group has also held re-financing talks for its $1.35 billion debt with at least three other parties including energy trader Vitol SA and private equity firm TPG-backed Northstar, two of the sources told Reuters. Bakrie and Northstar declined to comment. Glencore and Vitol were not immediately available to comment. The talks come after lenders urged Bakrie to restructure the debt after shares of Bumi Plc fell by more than 40 percent since the loan deal, triggering manda

Lonjakan 203 saham mendorong indeks naik 3% lebih di sesi I
http://investasi.kontan.co.id/v2/read/1318309373/79649/Lonjakan-203-saham-mendorong-indeks-naik-3-lebih-di-sesi-I

Sesi I
Melesat 3%, IHSG Mampir ke Level 3.559 
http://finance.detik.com/read/2011/10/11/120453/1741344/6/melesat-3-ihsg-mampir-ke-level-3559

Hang Seng Pacu IHSG Sesi I Berakhir Naik 3,15%. Net foreign buy Rp221,53 miliar.
http://pasarmodal.inilah.com/read/detail/1783974/hang-seng-pacu-ihsg-sesi-i-berakhir-naik-315

Sesi Dua : Cermati Saham Berfundamental Positif
http://pasarmodal.inilah.com/read/detail/1783972/sesi-dua-cermati-saham-berfundamental-positif

Inilah Saham-saham Blue Chip yang Bakal Menguat
http://pasarmodal.inilah.com/read/detail/1783940/inilah-saham-saham-blue-chip-yang-bakal-menguat

Bersiap akuisisi tambang batubara, saham ANTM melaju
http://investasi.kontan.co.id/v2/read/1318303763/79633/Bersiap-akuisisi-tambang-batubara-saham-ANTM-melaju-

Saham PTBA mencatatkan kenaikan tertinggi dalam dua tahun terakhir
http://investasi.kontan.co.id/v2/read/1318303228/79632/Saham-PTBA-mencatatkan-kenaikan-tertinggi-dalam-dua-tahun-terakhir

Visi Media Targetkan IPO November 2011
http://pasarmodal.inilah.com/read/detail/1783962/visi-media-targetkan-ipo-november-2011

BEI: Reshuffle Kabinet tak Pengaruhi Pasar
http://pasarmodal.inilah.com/read/detail/1783959/bei-reshuffle-kabinet-tak-pengaruhi-pasar

SUPR Rencana Akuisisi 3-4 Perusahaan
http://pasarmodal.inilah.com/read/detail/1783957/supr-rencana-akuisisi-3-4-perusahaan

Pemerintah China Borong Saham Bank, Indeks Melesat
http://pasarmodal.inilah.com/read/detail/1783956/pemerintah-china-borong-saham-bank-indeks-melesat

BEI Bakal Kedatangan 3 Calon Emiten Lagi
http://pasarmodal.inilah.com/read/detail/1783950/bei-bakal-kedatangan-3-calon-emiten-lagi

Indeks IDMA kembali bergerak mendekati level harga tertingginya
http://investasi.kontan.co.id/v2/read/1318302456/79627/Indeks-IDMA-kembali-bergerak-mendekati-level-harga-tertingginya
 
DJ BUMI Target Cut To IDR 1.400 vs IDR 2.700 By Goldman Sachs. ASII target cut to IDR 55.250 vs IDR 63.000. ITMG target cut to IDR 41.000 vs IDR 54.000; ITMG Cut to Neutral vs Buy by GS. PTBA target cut to IDR 15.500 vs IDR 20.900.

Bloomberg: Timah Preparing to Resume Tin Exports, President Dierctor Says. *TIMAH TO RESUME SHIPMENTS WITH TIN AT $23,000/TON, USMAN SAYS. *TIMAH SAYS TIN PRODUCERS MUST GUARD AGAINST `OVERSUPPLY'

BLOOMBERG: *ITOCHU PLANS TO EXPAND INDONESIA RUBBER OUTPUT FROM THIS YEAR

Macquarie INDY:::: § Outperform maintained. INDY’s valuation has become increasingly attractive given recent share price weakness, now trading on FY12E PER of 4.7x – the cheapest in the sector, noting our earnings estimates are 21% above 2012consensus. We note INDY’s 46% stake in Kideco makes up 75% of our valuation and we think it is being overlooked given current valuations.   

11 Oktober  METROPOLITAN LAND DIVIDEND, CUM,  BI Rate
12 Oktober  Rups Indocitra Finance, DSSA RUPSLB,  MYRX RUPSLB

Bloomberg: Bukit Asam Shares Advance Most in Two Years in Jakarta Trading

Bloomberg: Asian Stocks Surge as Commodities Rise, Euro Concerns Ease

Bloomberg: Palm Oil Prices Unlikely to Rebound in Near-Term, HwangDBS Says

Bloomberg: Ace Hardware Indonesia Rated New Sell at UBS; PT 3,450 Rupiah

Bloomberg: Garuda System Failure Causes Flight Delays: Jakarta Globe Link

Bloomberg: Pembangunan May Seek 250 Billion Rupiah of Funding, Kontan Says

Bloomberg: STX to Expand Indonesia Coal Output to 5 Million Tons a Year

Bloomberg: Rubber in Tokyo Climbs as Much as 3.2% to 323.5 Yen a Kilogram

Bloomberg: Adhi Plans 800 Billion Rupiah Rights Offer in 2012, Daily Says

JP Morgan PTBA::: Maintain OW with new Jun-12 SOTP PT of Rp22,500: Our SOTP model suggests a Rp28,700 fair value, implying 105% upside from the current price. However, we recognize that challenging market conditions make it difficult to achieve theoretical fair value, which implies 15x FY12E P/E. In
previous weak market conditions in 1H06 and 1H07 (not as severe as in
FY08), we have seen the multiple rerate back to the average of 12x within 6-
9 months. A 12x multiple equates to a PT of Rp22,500. Risks: Execution
risk, such as project delays, and a decline in coal price.

Gairah Regional Topang IHSG Dibuka Naik 1,71%
http://pasarmodal.inilah.com/read/detail/1783924/gairah-regional-topang-ihsg-dibuka-naik-171

IHSG Melaju 60 Poin Ikuti Tren Positif Bursa Asia 
http://finance.detik.com/read/2011/10/11/093616/1741182/6/ihsg-melaju-60-poin-ikuti-tren-positif-bursa-asia

Rekomendasi Saham
IHSG Siap Ikuti Penguatan Bursa Regional
http://finance.detik.com/read/2011/10/11/072013/1741112/6/ihsg-siap-ikuti-penguatan-bursa-regional

Solusi Tunas Pratama Listing Perdana Hari Ini
http://pasarmodal.inilah.com/read/detail/1783919/solusi-tunas-pratama-listing-perdana-hari-ini

Saham Perdana Solusi Tunas Menanjak ke Rp 3.700 
http://finance.detik.com/read/2011/10/11/094048/1741188/6/saham-perdana-solusi-tunas-menanjak-ke-rp-3700

Inilah Menu Saham Pilihan Selasa (11/10)
http://pasarmodal.inilah.com/read/detail/1783777/inilah-menu-saham-pilihan-selasa-1110

IHSG Bisa Naik, Tapi Terancam Longsor
http://pasarmodal.inilah.com/read/detail/1783750/ihsg-bisa-naik-tapi-terancam-longsor

Pefindo Tetapkan Rating 'AA+' untuk Indosat
http://pasarmodal.inilah.com/read/detail/1783920/pefindo-tetapkan-rating-aa-untuk-indosat

DSSA Suntik Anak Usaha US$100 Juta
http://pasarmodal.inilah.com/read/detail/1783915/dssa-suntik-anak-usaha-us100-juta

Goldman Sachs Upgrade Harga BBTN ke Rp1.750
http://pasarmodal.inilah.com/read/detail/1783903/goldman-sachs-upgrade-harga-bbtn-ke-rp1750

Ayo Beli, Saham GDST Berpotensi Menuju Rp250
http://pasarmodal.inilah.com/read/detail/1783902/ayo-beli-saham-gdst-berpotensi-menuju-rp250

Saham BIPI Tengah Diburu Fund Manager?
http://pasarmodal.inilah.com/read/detail/1783901/saham-bipi-tengah-diburu-fund-manager

Ciptadana akan Tangani IPO Sektor Infrastruktur
http://pasarmodal.inilah.com/read/detail/1783744/ciptadana-akan-tangani-ipo-sektor-infrastruktur

Saham Batu Bara Menggiurkan
http://pasarmodal.inilah.com/read/detail/1783746/saham-batu-bara-menggiurkan

Sentimen Positif Eropa Amankan Wall Street
http://pasarmodal.inilah.com/read/detail/1783900/sentimen-positif-eropa-amankan-wall-street

Eksportir dan Teknologi Angkat Bursa Asia
http://pasarmodal.inilah.com/read/detail/1783897/eksportir-dan-teknologi-angkat-bursa-asia

Empat emiten antri izin emisi obligasi
http://investasi.kontan.co.id/v2/read/1318296941/79616/Empat-emiten-antri-izin-emisi-obligasi

CTRA mulai berbisnis rumah sakit
http://investasi.kontan.co.id/v2/read/1318293680/79611/CTRA-mulai-berbisnis-rumah-sakit

Genjot kepemilikan saham publik, POOL berencana stock split
http://investasi.kontan.co.id/v2/read/1318254012/79593/Genjot-kepemilikan-saham-publik-POOL-berencana-stock-split

Berencana IPO, Prima Java cari underwriter lagi
http://investasi.kontan.co.id/v2/read/1318246425/79587/Berencana-IPO-Prima-Java-cari-underwriter-lagi

Garap proyek pembangkit listrik, PTPP cari pinjaman Rp 250 miliar
http://investasi.kontan.co.id/v2/read/1318237801/79576/Garap-proyek-pembangkit-listrik-PTPP-cari-pinjaman-Rp-250-miliar

Indo Straits raih kontrak angkut batubara senilai US$ 2,25 juta
http://investasi.kontan.co.id/v2/read/1318236494/79572/Indo-Straits-raih-kontrak-angkut-batubara-senilai-US-225-juta

[Dow Jones] Short-selling in the Hong Kong stock market on Monday comprised 8.3% of the total volume, tapering off from double-digit levels amid the recent market selloff--this indicates bears may be deterred by the HSI's 9.0% rally in the last three sessions, its largest three-day point and percentage gains since June 2009. Total short-selling volume was HK$5.02 billion, led by China Overseas Land (0688.HK) with HK$292.28 million, then China Mobile (0941.HK) with HK$249.86 million and HSBC (0005.HK) with HK$227.66 million. Tencent (0700.HK) and SHK Properties (0016.HK) rounded out the top five, with HK$207.88 million and HK$176.06 million respectively. (robert.li@dowjones.com)

 [Dow Jones] The HSI is likely to rise, tracking gains in regional markets on hopes that European leaders can piece together a bailout package for Greece and limit fallout in the region's banking sector, says UOB KayHian sales director Steven Leung. News Central Huijin Investment, an investment arm of China's sovereign-wealth fund, bought shares in four major Chinese commercial banks on the Shanghai market is likely to support H-share banks today, Leung says. "I think the index could test 18,000-18,200 today, supported by the expected sharp gains in China banks after Huijin's move." But China commodity stocks are likely to underperform the broader market, after news China will extend an experimental tax on oil and gas to the entire nation taxing the resources sector between 5% and 10% starting Nov. 1, he adds. The HSI ended up 0.02% at 17,711.06 Monday. (susanna.tai@dowjones.com)

--Japan August current account surplus Y407.5 billion, against expected surplus of Y446.9 billion.
--Rise in commodity prices and sluggish export growth result in trade deficit.
--Strong yen likely to further dent Japanese exports.

[Dow Jones] The EUR is likely to resume falling in the near term because its gains on Monday are just position adjustments and there are still many problems left unsolved in European debt, says Barclays Capital chief Japan strategist Masafumi Yamamoto. Though Germany and France promised to deliver a plan to stem the debt problems, "we haven't had any details on issues relating to the second rescue package to Greece and fund injections to European banks. We've also had a meeting of Eurozone leaders delayed," he adds. For now, investors will pay attention to Slovakia's vote later in the global day on expanding the EFSF, and it may trigger "a big euro fall" if lawmakers there are unable to reach an agreement easily, Yamamoto says. The EUR/USD is last at 1.3626. (takashi.mochizuki@dowjones.com)

Dow Jones] LME base metals are mostly lower with zinc the only exception. Some analysts remain uncertain on the near-term outlook for base metals. LME 3-month copper is off its early lows after falling 0.7% to $7,438/ton. BNP Paribas senior metals strategist Stephen Briggs says copper has been, and remains, far more supply constrained than most metals; "nevertheless, we doubt the copper price will stay near $7,500/ton for long." He adds either current turbulence is a precursor to a serious slowdown in world economic growth, in which case copper may fall further, or the global economy will at least muddle through, in which case copper could recover much lost ground. LME 3-month copper is at $7,461.75/ton, down $32.25, aluminum is at $2,249/ton, down $9, lead is at $2,004.50/ton, down 50 cents, nickel is at $19,321/ton, down $59, while zinc is at $1,955/ton, up $5 from its previous close. (arpan.mukherjee@dowjones.com)