Bloomberg: London Sumatra Gains to 3-Week High After Deutsche Rates ‘Buy’
Bloomberg: *ARAMCO IN TALKS ON REFINERIES IN INDONESIA, VIETNAM: HURST
Bloomberg: Rubber Climbs to Three-Week High After G-20, Thai Flood Concerns
Bloomberg: Copper May Drop as Stockpiles in China Increase: LME Preview
Bloomberg: *SENTUL CITY GAINS MOST IN NEARLY TWO MONTHS AFTER `BUY' RATING
BUMI PLC
Awal Pekan, IHSG Bertahan di Atas 3.700. net foreign buy Rp164,57 miliar
http://pasarmodal.inilah.com/read/detail/1786103/awal-pekan-ihsg-bertahan-di-atas-3700
IHSG Rebound ke 3.729
http://finance.detik.com/read/2011/10/17/160640/1746001/6/ihsg-rebound-ke-3729
Di sesi II, IHSG ditutup dengan lonjakan 1,76%
http://investasi.kontan.co.id/v2/read/1318842086/80206/Di-sesi-II-IHSG-ditutup-dengan-lonjakan-176-
Abaikan Reshuffle, IHSG Ditutup Melesat 1,68%
http://pasarmodal.inilah.com/read/detail/1786099/abaikan-reshuffle-ihsg-ditutup-melesat-168
Hore! Bursa Eropa Alami Reli
http://pasarmodal.inilah.com/read/detail/1786095/hore-bursa-eropa-alami-reli
Kejar Akuisisi, CKRA Abaikan Rights Issue
http://pasarmodal.inilah.com/read/detail/1786093/kejar-akuisisi-ckra-abaikan-rights-issue
Ups! Bumi Plc Batal Akuisisi 75% Saham BRMS
http://pasarmodal.inilah.com/read/detail/1786090/ups-bumi-plc-batal-akuisisi-75-saham-brms
BNI Belum Rencana Turunkan Bunga Kredit
http://pasarmodal.inilah.com/read/detail/1786037/bni-belum-rencana-turunkan-bunga-kredit
IHSG Konsolidasi, Pilih Saham Murah
http://pasarmodal.inilah.com/read/detail/1785595/ihsg-konsolidasi-pilih-saham-murah
Bank Pundi Serap Rp 328 Miliar dari Saham Baru
http://finance.detik.com/read/2011/10/17/154533/1745949/6/bank-pundi-serap-rp-328-miliar-dari-saham-baru
Saban Capital Beli 5% Saham MNC Rp 692 Miliar
http://finance.detik.com/read/2011/10/17/152633/1745887/6/saban-capital-beli-5-saham-mnc-rp-692-miliar
Laba BTPN Naik 66% Menjadi Rp 958,7 Miliar
http://finance.detik.com/read/2011/10/16/171543/1745155/6/laba-btpn-naik-66-menjadi-rp-9587-miliar
Fitch tetapkan peringkat AA- untuk obligasi nasional jangka panjang BTPN
http://investasi.kontan.co.id/v2/read/1318843326/80210/Fitch-tetapkan-peringkat-AA-untuk-obligasi-nasional-jangka-panjang-BTPN-
Mandiri rekomendasi buy, saham BKSL meroket hingga 23,4%
http://investasi.kontan.co.id/v2/read/1318839090/80196/Mandiri-rekomendasi-buy-saham-BKSL-meroket-hingga-234-
Pembatalan rencana akuisisi bikin saham BRMS terhempas
http://investasi.kontan.co.id/v2/read/1318837091/80193/Pembatalan-rencana-akuisisi-bikin-saham-BRMS-terhempas-
Harga kontrak emas diprediksi akan menanjak seiring optimisme Eropa
http://investasi.kontan.co.id/v2/read/1318830920/80175/Harga-kontrak-emas-diprediksi-akan-menanjak-seiring-optimisme-Eropa-
CPO melaju ke level tertinggi dalam tiga pekan
http://investasi.kontan.co.id/v2/read/1318832029/80178/CPO-melaju-ke-level-tertinggi-dalam-tiga-pekan-
1st session JCI on 17.10.11
3711.92(+47.24pts)(+1.28%)
(H: 3729.64 ; L: 3665.32 )
Value: 2.45T (NG 442 B )
Volume: 4.17 B (NG 199 M )
Foreign Nett Buy: 42 B
USD/IDR : 8845 (On Shore)
8850 (Off Shore)
6 MARKET DRIVEN BY SECTOR
MINING. (+2.48%)(700.695 B )
INFRASTRUC(+1.24%)(402.928 B )
FINANCE. (+1.40%)(401.926 B )
MANUFACTUR (+0.62%)(373.489 B )
PROPERTY(+2.40%)(308.198 B )
CONSUMER(-0.61%)(169.877 B )
6 NETT BUY STOCKs BY FOREIGN
ACES. @3400 (26.80 B )
BBNI. @3841. (25.76 B )
BBRI. @6672 (21.35 B )
UNTR. @23524 (17.97 B )
ADRO. @1946. (17.69 B )
ENRG. @173. (11.43 B )
6 NETT SELL STOCKs BY FOREIGN
TLKM. @7118. (56.05 B )
GGRM. @56790 (26.74 B )
LPKR. @655. (15.83 B )
INCO. @3200(11.51 B )
BMRI. @6738 (11.46 B )
BORN. @1060 (11.05 B )
BUMI. @2305 (7.57 B )
8 MOST ACTIVE STOCKs BY VALUE
ENRG. @176. (+5.38%)
BUMI. @2325 (+3.33%)
BMRI. @6700 (+1.51%)
TLKM. @7100. (0.00%)
BKSL. @265. (+12.76%)
BBRI. @6650. (+1.52%)
ADRO. @1960. (+3.15%)
ELTY. @124. (+4.20%)
8 MOST ACTIVE STOCKs BY VOLUME
ENRG. @176. (986.255 M )
ELTY. @124. (552.184 M )
BKSL. @265. (365.789 M )
BNBR. @54. (323.590 M )
DEWA. @85. (190.548 M )
ENRG-W @51. (170.876 M )
KIJA. @174. (118.825 M )
6 NETT SELL STOCKs BY FOREIGN
TLKM. @7118. (56.05 B )
GGRM. @56790 (26.74 B )
LPKR. @655. (15.83 B )
INCO. @3200(11.51 B )
BMRI. @6738 (11.46 B )
BORN. @1060 (11.05 B )
BUMI. @2305 (7.57 B )
8 MOST ACTIVE STOCKs BY VALUE
ENRG. @176. (+5.38%)
BUMI. @2325 (+3.33%)
BMRI. @6700 (+1.51%)
TLKM. @7100. (0.00%)
BKSL. @265. (+12.76%)
BBRI. @6650. (+1.52%)
ADRO. @1960. (+3.15%)
ELTY. @124. (+4.20%)
8 MOST ACTIVE STOCKs BY VOLUME
ENRG. @176. (986.255 M )
ELTY. @124. (552.184 M )
BKSL. @265. (365.789 M )
BNBR. @54. (323.590 M )
DEWA. @85. (190.548 M )
ENRG-W @51. (170.876 M )
KIJA. @174. (118.825 M )
BLOOMBERG: *FITCH AFFIRMS BCA AT 'BB+'; OUTLOOK POSITIVE
Bloomberg: Asian Stocks Extend Biggest Weekly Advance Since March on Europe
BLOOMBERG: *PALM OIL FALLS AS MUCH AS 0.4% TO 2,895 RINGGIT A METRIC TON
Bloomberg: Summarecon Raises Sales Target to 2.5 Tln Rupiah, Daily Reports
BLOOMBERG: MARCH-DELIVERY RUBBER JUMPS TO 327.5 YEN/KG IN TOKYO
BCA Finance May Sell 2 Trillion Rupiah of Bonds, Bisnis Reports
Regional Pacu IHSG Dibuka Naik 0,89% Dekati 3.700
http://pasarmodal.inilah.com/read/detail/1785943/regional-pacu-ihsg-dibuka-naik-089-dekati-3700
TMAS Rencana Rights Issue Akhir 2012
http://pasarmodal.inilah.com/read/detail/1785949/tmas-rencana-rights-issue-akhir-2012
Bagi Dividen, 'Buy' INCO
http://pasarmodal.inilah.com/read/detail/1785944/bagi-dividen-buy-inco
Saham CMNP Sedang Diburu Bandar?
http://pasarmodal.inilah.com/read/detail/1785934/saham-cmnp-sedang-diburu-bandar
Ayo Beli, BEKS Bakal Menuju Rp3.400
http://pasarmodal.inilah.com/read/detail/1785933/ayo-beli-beks-bakal-menuju-rp3400
Segera Refinancing, Speculative Buy BNBR
http://pasarmodal.inilah.com/read/detail/1785939/segera-refinancing-speculative-buy-bnbr
PUDP Akan Kembangkan Properti Pulau Bintan
http://pasarmodal.inilah.com/read/detail/1785581/pudp-akan-kembangkan-properti-pulau-bintan
IHSG Akan Kembali Tembus Level Psikologis di 3.700
http://pasarmodal.inilah.com/read/detail/1785936/ihsg-akan-kembali-tembus-level-psikologis-di-3700
Resources Alam Bagi-bagi Dividen Rp 50 per Saham
http://finance.detik.com/read/2011/10/17/101700/1745422/6/resources-alam-bagi-bagi-dividen-rp-50-per-saham
Bakrie & Brothers Harus Refinancing Utang Gara-gara Krisis Eropa
http://finance.detik.com/read/2011/10/17/071420/1745302/6/bakrie-brothers-harus-refinancing-utang-gara-gara-krisis-eropa
Rekomendasi Saham
IHSG Siap Ikuti Gairah Bursa Regional
http://finance.detik.com/read/2011/10/17/073118/1745309/6/ihsg-siap-ikuti-gairah-bursa-regional
Bagi dividen, INCO melaju ke level tertinggi tiga pekan
http://investasi.kontan.co.id/v2/read/1318819974/80137/Bagi-dividen-INCO-melaju-ke-level-tertinggi-tiga-pekan-
Telesindo Shop memastikan akan IPO Desember 2011
http://investasi.kontan.co.id/v2/read/1318817363/80125/Telesindo-Shop-memastikan-akan-IPO-Desember-2011-
ROTI mendapat utang Rp 200 miliar
http://investasi.kontan.co.id/v2/read/1318815603/80124/ROTI-mendapat-utang-Rp-200-miliar-
BWPT akan akuisisi lahan November
http://investasi.kontan.co.id/v2/read/1318815250/80122/BWPT-akan-akuisisi-lahan-November-
Dukungan G-20 atas Eropa mendongkrak bursa Asia
http://investasi.kontan.co.id/v2/read/1318814501/80121/Dukungan-G-20-atas-Eropa-mendongkrak-bursa-Asia-
Harga minyak masih menanjak dari posisi tertinggi dalam sebulan terakhir
http://investasi.kontan.co.id/v2/read/1318808310/80117/Harga-minyak-masih-menanjak-dari-posisi-tertinggi-dalam-sebulan-terakhir-
Refloat PTRO diperpanjang 6 bulan
http://investasi.kontan.co.id/v2/read/1318783491/80116/Refloat-PTRO-diperpanjang-6-bulan-
BNBR refinancing utang ke Credit Suisse sebelum 31 Oktober 2011
http://investasi.kontan.co.id/v2/read/1318783223/80115/BNBR-refinancing-utang-ke-Credit-Suisse-sebelum-31-Oktober-2011-
Manajemen CSAP optimistis penjualan kuartal 4 akan pulih
http://investasi.kontan.co.id/v2/read/1318737582/80109/Manajemen-CSAP-optimistis-penjualan-kuartal-4-akan-pulih-
Produksi BWPT Naik 31%
http://investasi.kontan.co.id/v2/read/1318647145/80087/Produksi-BWPT-Naik-31-
Minta persetujuan penerbitan saham baru, AMRT akan gelar RUPLB
http://investasi.kontan.co.id/v2/read/1318604601/80082/Minta-persetujuan-penerbitan-saham-baru-AMRT-akan-gelar-RUPLB-
Bapepam yakin target 25 emiten baru akan terpenuhi
http://investasi.kontan.co.id/v2/read/1318604076/80081/Bapepam-yakin-target-25-emiten-baru-akan-terpenuhi-
Kim Eng (zp):: Charoen Pokphand Indonesia (CPIN.IJ, BUY) - New loan facility a boon to expansion
Charoen Pokphand Indonesia has signed US$250m syndicated loan facilities from several banks at the end of last month. Management said half the loan is denominated in rupiah with an interest rate of JIBOR+2.75%, and the other is a US$ loan facility at LIBOR+2.75%. The poultry company targets a Rp2.5t expansion capex over the next three years. Of this amount, Rp1t each is for feed mill and DOC, and Rp500b for processed chicken. Maintain BUY.
Retail [ PDF ]
Shopping: alive & spending
OVERWEIGHT - Maintained
- by Erwan TEGUH / Cindy EFFENDI
--------------------------------------------------------------------------------
Strong consumption momentum is intact, we believe, thanks in part to the government’s success in limiting external woes from rattling domestic confidence. Retail plays are expected to report strong 3Q11 results while the growth outlook remains resilient for now. Retailers’ SSSG paint a different consumption pattern from previously: less seasonality and much higher discretionary spending for those catering to the middle class; and more cyclicality at the low-end. Yet all showing robust growth but at varying paces; OVERWEIGHT kept.
(selengkapnya email)
Credit Suisse::: INCO Indonesia: US$0.01/Share Interim Dividend
INCO interim dividend will be paid on November 21, 2011. The cum- and ex-dividend dates are set on November 2 and 3 respectively. Sales commentary: INCO interim dividend will be paid based on Bank Indonesia’s mid FX rate on November 7. At the current rupiah FX, we estimate INCO interim dividend at Rp89/share, yielding 2.9%.
DBS Vickers:: Telecommunications
Prohibition on premium SMS & Broadcast service
The Indonesia Telecommunication Regulatory Body (BRTI) has ordered telecommunication operators to stop premium-rate SMS services following a recent public outcry over unwanted services that deduct credit from users with pre-paid accounts.
BRTI wants all telecommunication operators to stop offering contents through SMS broadcast, pop screen, and voice broadcast. Telco operators are also required to de-activate, unregister on all of the premium-rate SMS services by October 18, 2011.
The industry consists of about 400 content provider companies and generates around Rp4trillion (~USD 450m) in revenue annually from more than 15 million customers.
BRTI has also ordered telco operators to refund the deducted phone credits and operators must report weekly to BRTI starting October 19, 2011 through to December 31, 2011.
DBS Vickers::: Inco : Hold; Rp3,100;
Price Target : Rp5,000; INCO IJ
To distribute US$0.01/share dividend
International Nickel Indonesia (INCO) has received shareholders’ approval to distribute US$100m interim dividend or US$0.01/share (around Rp90/share), yielding 3%. This translates into a 42% payout ratio based on 1H11 net profit of US$238m, above our estimate of 35%. However, we expect weaker earnings in 2H as nickel prices have dropped by more than 25% from the peak in March11. We maintain our Hold call and Rp5,000 TP for now but may review our earnings estimate and target price due to the lower nickel prices.
Watch UNSP
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