Laporan & Rumor Saham Indonesia 12-10 (Refresh)

Sesi I
Investor Asing Kembali Agresif, IHSG Menguat 61 Poin 
http://finance.detik.com/read/2011/10/12/120441/1742209/6/investor-asing-kembali-agresif-ihsg-menguat-61-poin

Mantap! Sesi I, IHSG Menguat 1,7%. net foreign buy Rp298,7 miliar
http://pasarmodal.inilah.com/read/detail/1784395/mantap-sesi-i-ihsg-menguat-17

Akhir 2011, ASII Bersiap Anjlok ke Rp45.000
http://pasarmodal.inilah.com/read/detail/1784448/akhir-2011-asii-bersiap-anjlok-ke-rp45000

Strategi untuk ADRO, HRUM, BMRI & BBRI
http://pasarmodal.inilah.com/read/detail/1784424/strategi-untuk-adro-hrum-bmri-bbri

Bank Mandiri Bidik Pertumbuhan Kredit 22%
http://pasarmodal.inilah.com/read/detail/1784414/bank-mandiri-bidik-pertumbuhan-kredit-22

Barito Pacific Rencanakan Bagi Dividen
http://pasarmodal.inilah.com/read/detail/1784318/barito-pacific-rencanakan-bagi-dividen

Siap Tembus Rp560, Cermati Saham PTPP
http://pasarmodal.inilah.com/read/detail/1784315/siap-tembus-rp560-cermati-saham-ptpp

Sst.. Right Issue Bank Mandiri Naikkan BMPK
http://pasarmodal.inilah.com/read/detail/1784382/sst-right-issue-bank-mandiri-naikkan-bmpk

Masuk Tren Positif, IHSG Akhir Tahun Maksimal 3.800 
http://finance.detik.com/read/2011/10/12/134129/1742340/6/masuk-tren-positif-ihsg-akhir-tahun-maksimal-3800

BBCA bakal garap bisnis online trading di awal 2012
http://investasi.kontan.co.id/v2/read/1318406832/79785/BBCA-bakal-garap-bisnis-online-trading-di-awal-2012

Akhir Oktober, GIAA tentukan pemenang pengadaan 18 pesawat
http://investasi.kontan.co.id/v2/read/1318404273/79779/Akhir-Oktober-GIAA-tentukan-pemenang-pengadaan-18-pesawat

Proyek rel kereta PTBA belum bisa mendapat pinjaman
http://investasi.kontan.co.id/v2/read/1318401726/79777/Proyek-rel-kereta-PTBA-belum-bisa-mendapat-pinjaman

Asing Net Sell Saham Rp 500 Miliar di Triwulan III-2011 
http://finance.detik.com/read/2011/10/12/110152/1742131/6/asing-net-sell-saham-rp-500-miliar-di-triwulan-iii-2011

Laris Manis, Penjualan ORI008 Tembus Rp 5 Triliun 
http://finance.detik.com/read/2011/10/12/071831/1741981/5/laris-manis-penjualan-ori008-tembus-rp-5-triliun

Bloomberg: Indonesia’s Coal Output May Grow 10%-14.5% a Year in 2011-2015

Bloomberg: Asian Stocks Pare Declines Amid Speculation Over China Buying

Bloomberg: Rupiah Declines for a Fourth Day After Bank Indonesia Cuts Rate

BORN masih memiliki Rp 498,08 miliar dari IPO
http://investasi.kontan.co.id/v2/read/1318382400/79726/BORN-masih-memiliki-Rp-49808-miliar-dari-IPO

Lunasi utang, Tuscany siapkan opsi rights issue Apexindo
http://investasi.kontan.co.id/v2/read/1318378800/79717/Lunasi-utang-Tuscany-siapkan-opsi-rights-issue-Apexindo

IMAS bangun 15 showroom di 2012
http://investasi.kontan.co.id/v2/read/1318377600/79715/IMAS-bangun-15-showroom-di-2012

INCO mulai mengoperasikan PLTA Karebbe
http://investasi.kontan.co.id/v2/read/1318325043/79690/INCO-mulai-mengoperasikan-PLTA-Karebbe

Saham produsen sawit melejit seiring rebound harga CPO
http://investasi.kontan.co.id/v2/read/1318390209/79750/Saham-produsen-sawit-melejit-seiring-rebound-harga-CPO

Harga karet reli, saham LSIP dan UNSP pun melejit
http://investasi.kontan.co.id/v2/read/1318390798/79753/Harga-karet-reli-saham-LSIP-dan-UNSP-pun-melejit

PT Harum Energy (HRUM) hingga kuartal III/2011 mencatatkan produksi 5,8 juta ton, naik 61,1% dibandingkan periode yang sama tahun lalu 3,6 juta ton. Dengan adanya peningkatan produsksi tersebut berdampak pada kenaikan penjualan sebesar 34,7%.Penjualan batu bara pada periode tersebut mencapai 6,2 juta ton dimana pada periode yang sama tahun lalu mencapai 4,6 juta
ton.

Agenda 12 Oktober Rups Indocitra Finance, DSSA RUPSLB, Akhir Tender Offer AIMS 

Bloomberg: RATES: Indonesia May Keep Cutting Rates, Morgan Stanley Says

BLOOMBERG: *MARCH-DELIVERY RUBBER GAINS AS MUCH AS 0.4% IN TOKYO

Bloomberg: S&P Rates Indonesia’s Global Sukuk Trust Certificates ’Bb+’

Bloomberg; Rubber Futures Extend Losses in Tokyo, Dropping as Much as 2.5%

Bloomberg: Bank Indonesia ‘Confident’ 2011 Inflation Below 5%, Warjiyo Says. *BANK INDONESIA CONFIDENT CAN STABILIZE THE MARKET, WARJIYO SAYS. *BANK INDONESIA IS `CONFIDENT' 2011 INFLATION BELOW 5%: WARJIYO. *BANK INDONESIA NOT CONCERNED ON RUPIAH AFTER RATE CUT: WARJIYO

Bloomberg; Solusi Tunas Pratama May Buy Four Tower Companies, Bisnis Says

Bloomberg: Dian Swastatika Provides $100 Million Loan to Unit, Kontan Says

Inilah Daftar Saham Pilihan Rabu (12/10)
http://pasarmodal.inilah.com/read/detail/1784192/inilah-daftar-saham-pilihan-rabu-1210

Rekomendasi Saham
IHSG Kembali Diselimuti Kelesuan
http://finance.detik.com/read/2011/10/12/073154/1741984/6/ihsg-kembali-diselimuti-kelesuan

Ikuti Wall Street, Bursa Asia Memerah
http://pasarmodal.inilah.com/read/detail/1784326/ikuti-wall-street-bursa-asia-memerah

Sell on Strength pada Saham Penggerak IHSG!
http://pasarmodal.inilah.com/read/detail/1784198/sell-on-strength-pada-saham-penggerak-ihsg

Barito Pacific Rencanakan Bagi Dividen
http://pasarmodal.inilah.com/read/detail/1784318/barito-pacific-rencanakan-bagi-dividen

Siap Tembus Rp560, Cermati Saham PTPP
http://pasarmodal.inilah.com/read/detail/1784315/siap-tembus-rp560-cermati-saham-ptpp

Pemangkasan BI Rate Masih Perlemah Rupiah
http://pasarmodal.inilah.com/read/detail/1784171/pemangkasan-bi-rate-masih-perlemah-rupiah

Sst.. Suku Bunga Kredit BCA Berpotensi Turun
http://pasarmodal.inilah.com/read/detail/1784154/sst-suku-bunga-kredit-bca-berpotensi-turun

IHSG Naik Berikan Sentimen Positif Saham Perdana
http://pasarmodal.inilah.com/read/detail/1784141/ihsg-naik-berikan-sentimen-positif-saham-perdana

BI Rate Turun, Rupiah Murung
http://pasarmodal.inilah.com/read/detail/1784097/bi-rate-turun-rupiah-murung

Saham KIJA Terbanyak Dijual Asing Selasa (11/10)
http://pasarmodal.inilah.com/read/detail/1784081/saham-kija-terbanyak-dijual-asing-selasa-1110

Jika Tembus 3.300, IHSG Kritis ke 2.550
http://pasarmodal.inilah.com/read/detail/1784206/jika-tembus-3300-ihsg-kritis-ke-2550

BCA Targetkan Pertumbuhan Bisnis 23-25%
http://pasarmodal.inilah.com/read/detail/1784152/bca-targetkan-pertumbuhan-bisnis-23-25

Jumlah Obligasi Tercatat di BEI Capai Rp29,81 T
http://pasarmodal.inilah.com/read/detail/1784330/jumlah-obligasi-tercatat-di-bei-capai-rp2981-t

Dow. 11.416.30. -16.88. -0.15% Nasdaq. 2583.03. +16.98. +0.66% S&P 500.1195.54. +0.65. +0.05% FTSE. 5395.70. -3.30. -0.66% Dax. 5865.01. +17.73. +0.30% CAC40. 3153.52. -7.95. -0.25% Oil. 85.17. -0.24. -0.28% Gold. 1665.000 -5.800. -0.35% IDR. 8955 (souce: yahoo finance) Euro. 1.3645 TLKM. 32.96. -0.22 -0.66% Rp7379 ISAT. 26.86. -0.15 -0.56% Rp4811 BumiPLC.723.000. +3.000. +0.417% EIDO. 27.500. +0.300. +1.103% Timah. 22320. -755. -3.27%. Nickel. 18765. -675. -3.47% CPODec2801RM +8RM+0.29%$891 Corn. 645.000+40.000.+6.61% SoybeanOil.52.180. +2.070. +4.13% Wheat. 660.750.+49.250.+8.05% Coal 7Okt 121.14vs.122.54(30 Sept)

Telecommunications - Mobile [ PDF ] A muted policy tone OVERWEIGHT - Maintained - by Kelvin GOH, CFA India's draft telecom policy is perhaps less negative than feared but leaves out the key details and mechanism of implementation. We think that some of the negative proposals could also be watered down once the final policy is unveiled, expected at year-end. We maintain our OVERWEIGHT call on the regional telcos. The short-term impact of the proposal should not be severe for Idea (Axiata's Indian associate) or Bharti (SingTel's Indian associate). But there are a number of unknowns.

8:59 AM 10/12 Economic Update [ PDF ] Growth worries take centre stage - by Michelle Chia Bank Indonesia (BI)’s decision to cut its benchmark rate by 25bp to 6.50% yesterday took us and the market by surprise. BI defended its action as a pre-emptive move to cushion the domestic economy from the impact of a global slowdown amid receding concerns over inflationary pressures. We believe the latest rate cut is premature and that the current rate will stay until the year-end and in 1H2012 unless there are signs of a sharp deceleration in economic growth.

8:59 AM 10/12 BN 10/12 00:48 *INDONESIA SAID TO CONSIDER DOLLAR-DENOMINATED SALE OF SUKUK +------------------------------------------------------------------------------+ Indonesia Said to Consider U.S. Dollar-Denominated Sale of Sukuk 2011-10-12 00:51:32.818 GMT By Tanya Angerer Oct. 12 (Bloomberg) -- The Republic of Indonesia hired Citigroup Inc., HSBC Holdings Plc and Standard Chartered Plc to help it arrange a series of investor meetings in the Middle East, according to a person familiar with the matter. The meetings will start on Oct. 15 and the government may consider a sale of U.S. dollar-denominated Islamic bonds thereafter, the person said, asking not to be identified as details are private.

9:03 AM 10/12 Trades of the Day... Fundamentally: CIMB mempertahankan rating Gudang Garam (GGRM) pada OUTPERFORM namun menurunkan target harga dari Rp67800 menjadi Rp64200, berdasarkan 1x PEG. GGRM telah menaikan harga sebesar 1.7-4.9% sejak May lalu untuk mengantisipasi kenaikan harga tembakau dan cengkih. Gross margin GGRM mencapai 24% pada 1H. BI secara mengejutkan memangkas BI rate 25bp ke 6.5% sebagai langkah proactive untuk mendorong ekonomi untuk menghadapi global slowdown, didukung oleh inflasi yang terkendali. Kami percaya rate cut ini premature dan suku bunga akan bertahan hingga 1H12. Banking loan growth mulai melambat pada Sep sebesar 23.8% yoy dari 24.2% pada Aug. Cadev telah turun $10bn ke $114bn pada akhir Sep atau 6.5 bulan import covering dan investor asing mencatat net redemptio

TOP PICKS:
LSIP: 1,900-2,200. Nine-month net profit may rise by 118% to IDR1.4 trillion from IDR641 billion a year earlier due to higher sales stemming from increased average selling price and sales volume. It is now trading at a p/e ratio of 7.2X 2011 earnings and 6.5X 2012 earnings, far below the plantation p/e ratio average of 14X. 12-month target is at IDR3,600 based on a simple DCF valuation, or at a p/e ratio of only 12.7X 2012 earnings. Best buy is at any levels below IDR2,000.