Laporan & Rumor Saham Indonesia 19-10 (Refresh)

2nd session JCI on 19.10.11
3685.30(+63.27pts)(+1.74%)
(H: 3697.38 ; L: 3622.57 )
Value:    4.85T (NG 1.31 T )
Volume: 2.09 B (NG 1.32 )
Foreign Nett Buy:  211 B
Incl. Crossing:
BORN @1250 ~ IDR 442 B (D vs D)
USD/IDR : 8795.  (On Shore)
          8817.5(Off Shore)

6 MARKET DRIVEN BY SECTOR
MINING.        (+2.79%)(1526.961 B )
FINANCE.      (+1.56%)(904.165 B )
MANUFACTUR(+1.75%)(803.627 B )
PROPERTY(+2.06%)(730.109 B )
INFRASTRUC (+1.63%)(506.091 B )
CONSUMER.  (+1.08%)(231.739 B )

6 NETT BUY STOCKs BY FOREIGN
PGAS.      @2134.  (65.20 B )
BUMI.        @2825. (59.08 B )
ASII.          @69154(44.13 B )
ADRO.      @1961.    (28.53 B )
SMGR.      @8890. (24.57 B )
INDF.          @5489. (22.30 B )

6 NETT SELL STOCKs BY FOREIGN
BBCA.      @7851.  (43.54 B )
BORN.      @988.    (16.60 B )
INCO.        @3254. (15.74 B )
JSMR.      @3708.  (11.39 B )
MEDC.      @2232.  (9.44 B )
UNTR.      @23186 (8.87 B )

8 MOST ACTIVE STOCKs BY VALUE
BUMI.      @2175.  (+7.40%)
ASRI.      @475.    (+10.46%)
BMRI.      @6600.  (+3.12%)
ASII.        @69300(+1.83%)
BKSL.      @295.    (+3.50%)
ADRO.    @1980.  (+5.31%)
PGAS.      @2825. (+5.60%)
ENRG.      @167.    (+5.03%)

8 MOST ACTIVE STOCKs BY VOLUME
ENRG.      @167.    (868.581 M )
BKSL.      @295.    (548.221 M )
ASRI.      @475.    (503.332 M )
ELTY.      @117.      (366.384 M )
STAR.    @183.    (327.270 M )
KIJA.        @173.      (219.011 M )
BUMI.      @2175.  (171.921 M )
CFIN-W.  @84.      (122.899 M )

*DJ Indika Energy Target Cut To IDR4,300 From IDR6,300 By Deutsche Bank
*DJ Bukit Asam Target Cut To IDR26,600 From IDR32,100 By Deutsche Bank
*DJ Indo Tambangraya Mega Target Cut To IDR56,900 From IDR66,900 By Deutsche Ba
*DJ Adaro Energy Target Cut To IDR3,100 From IDR4,000 By Deutsche Bank
*DJ Harum Energy Target Cut To IDR9,900 From IDR10,900 By Deutsche Bank

10 saham terbesar yang diborong asing pada perdagangan hari ini adalah BUMI, menduduki posisi teratas dengan mencatatkan pembelian asing sebanyak 30,21 juta saham. Urutan kedua terbesar saham yang dibeli asing adalah
ENRG sebanyak 21,18 juta saham.Urutan ketiga terhadap saham
PGAS yang dibeli asing sebanyak 20,97 juta saham, diikuti
ADRO sebanyak 14,55 juta saham,
BBKP 4,56 juta saham,
BNBR 4,36 juta saham,
CMNP 4,08 juta saham,
MASA 3,31 juta saham,
BTEL 3,23 juta saham dan
INDF 3,06 juta saham.

Pembelian Asing Picu IHSG Menguat 1,7%
http://pasarmodal.inilah.com/read/detail/1787029/pembelian-asing-picu-ihsg-menguat-17

IHSG Rebound 63 Poin Berkat Saham Tambang 
http://finance.detik.com/read/2011/10/19/160647/1747866/6/ihsg-rebound-63-poin-berkat-saham-tambang

Investor getol mengoleksi ASII, BMRI dan PGAS di sesi sore
http://investasi.kontan.co.id/v2/read/1319016488/80434/Investor-getol-mengoleksi-ASII-BMRI-dan-PGAS-di-sesi-sore-

Macquarie naikkan proyeksi, saham ASRI mencetak rekor tertinggi
http://investasi.kontan.co.id/v2/read/1319011994/80418/Macquarie-naikkan-proyeksi-saham-ASRI-mencetak-rekor-tertinggi-

Inilah 10 Top Net Foreign Buy Saham Rabu (19/10)
http://pasarmodal.inilah.com/read/detail/1787043/inilah-10-top-net-foreign-buy-saham-rabu-1910

Inilah 10 Top Net Foreign Sell Saham Rabu (19/10)
http://pasarmodal.inilah.com/read/detail/1787047/inilah-10-top-net-foreign-sell-saham-rabu-1910

Saham TMPI Teraktif Diperdagangkan Rabu (19/10)
http://pasarmodal.inilah.com/read/detail/1787052/saham-tmpi-teraktif-diperdagangkan-rabu-1910

Unilever Dapat Utang Rp 1,2 Triliun
http://finance.detik.com/read/2011/10/19/122508/1747550/6/unilever-dapat-utang-rp-12-triliun

JSMR Masih Tunggu Lahan, Garap Tol Surabaya
http://pasarmodal.inilah.com/read/detail/1786984/jsmr-masih-tunggu-lahan-garap-tol-surabaya

PTBA Harap Ground Breaking Desember
http://pasarmodal.inilah.com/read/detail/1787049/ptba-harap-ground-breaking-desember

'Risk Appetite' Terus Bangkitkan Rupiah
http://pasarmodal.inilah.com/read/detail/1787059/risk-appetite-terus-bangkitkan-rupiah

Pelaku Pasar Inginkan Stabilitas Politik
http://pasarmodal.inilah.com/read/detail/1787061/pelaku-pasar-inginkan-stabilitas-politik

Bursa Eropa Naik Respon Jerman dan Prancis
http://pasarmodal.inilah.com/read/detail/1787013/bursa-eropa-naik-respon-jerman-dan-prancis

FREN Terbitkan MTN Rp500 Miliar
http://pasarmodal.inilah.com/read/detail/1787021/fren-terbitkan-mtn-rp500-miliar

PGAS Masih Evaluasi Tambah Saham di CBM Lematang
http://pasarmodal.inilah.com/read/detail/1787028/pgas-masih-evaluasi-tambah-saham-di-cbm-lematang

JAKARTA. Sore ini, saham PT Perusahaan Gas Negara Tbk (PGAS) reli paling tajam dalam tiga pekan terakhir. Saham distributor bahan bakar terbesar di Indonesia ini melejit 6,54% ke level Rp 2.850 per saham hingga pukul 15.57 WIB. Ini kenaikan terbesarnya sejak 27 September lalu.Saham PGAS diburu setelah perseroan menyebut akan menambah saham di blok gas Lematang. Saat ini, perseroan baru memegang 5% saham blok Lematang. Hari ini, Direktur Keuangan PGAS Riza Pahlevi Tabrani menyebut, perusahaan akan menerbitkan obligasi atau mencari pinjaman bank untuk membantu mendanai pembelian saham tersebut.

*DJ Goldman Sachs Strategist: Some Risk EU Summit Could Disappoint FX Markets
*DJ Goldman Sachs Chief FX Strategist: Reserve Managers Nervous On US Dollar Holdings
*DJ Goldman Strategist Forecasts Australian Dollar At US$0.9500 End 2011
*DJ Goldman Sachs Strategist: Australian Dollar To Continue To Attract Reserve

Oct. 19 (Bloomberg) -- PT Berau Coal Energy denied a report in the Daily Telegraph that the company may merge with PT Bumi Resources. The U.K. newspaper said in a report today that Bumi Plc is seeking a 4 billion-pound ($6 billion) merger between the two Indonesian companies.
“Berau denies that there is any possible merger with Bumi Resources pending or under consideration,” Thomas Shreve, a director at the Jakarta-based company, said in an e-mail.

Indorama Kantongi Restu Beli 50% PolyPrima
http://www.imq21.com/news/read/43538/20111019/143256/Indorama-Kantongi-Restu-Beli-50-PolyPrima.html?utm_source=twitterfeed&utm_medium=twitter

Jakarta - PT Semen Gresik Tbk (SMGR) memperkirakan laba bersih hanya naik tipis sekitar 5%-10% hingga September 2011. Direktur Utama PT Semen Gresik Tbk Dwi Soejipto menuturkan, kenaikan laba bersih itu naik tipis karena biaya produksi seperti batu bara dan listrik naik sekitar 5%-10% per ton. Perseroan juga belum dapat menaikkan harga jual. Selain itu, pendapatan perseroan juga diperkirakan naik sekitar 12% hingga September 2011."Biaya produksi naik karena batu bara dan listrik naik tetapi harga jual tidak bisa naik," ujar Dwi, Rabu (19/10).

*DJ Fitch: Indonesia Bond Plan Wouldn't Protect Financial Account, Reserves
*DJ Fitch Analyst: Risk Of Sudden Capital Outflows Weighs On Indonesia Ratings

REMINDER::: 21 Oktober  BUMI said in a letter to the Capital Market Supervisory Agency (Bapepam) today that the company invites an extraordinary meeting of shareholders, BUMI RESOURCES RUPLSB, Rups DEWA,  TRIMEGAH SECURITIES RUPSLB, Mulai Penawaran Ipo Atlas Resources 1500-1900, Rups First Media

Bloomberg: Rupiah Drops on Concern Reforms Will Slow Amid Cabinet Reshuffle

Bloomberg: TPG’s Indonesian Partner Said to Raise Country’s Biggest Fund

Bloomberg: Astra Advances to Five-Week High After September Car Sales Gain

Bloomberg: Adaro Rises, Leading Mining Stocks, After Bukit Enim Purchase

Sambut Kabar Positif Eropa, IHSG Menguat 34 Poin 
http://finance.detik.com/read/2011/10/19/093634/1747310/6/sambut-kabar-positif-eropa-ihsg-menguat-34-poin

Penjualan kendaraan naik, ASII maju ke level tertinggi dalam lima pekan
http://investasi.kontan.co.id/v2/read/1318993146/80380/Penjualan-kendaraan-naik-ASII-maju-ke-level-tertinggi-dalam-lima-pekan-

Rencana Buyback Saham, Mantain Buy BUMI
http://pasarmodal.inilah.com/read/detail/1786839/rencana-buyback-saham-mantain-buy-bumi

Oct. 19 (Bloomberg) -- Bumi Plc is seeking a 4 billion-pound ($6 billion) merger between Indonesia’s PT Bumi Resources and PT Berau Coal Energy, the Daily Telegraph reports without citing a source for the information.  * There would be ‘daunting’ regulatory obstacles to the deal,     Telegraph says, cites unnamed people with knowledge of the  situation. * A combined business would benefit from operational as well as administrative synergies, Telegraph reports.

Akuisisi Bukit Enim, saham ADRO pimpin reli di sektor pertambangan
http://investasi.kontan.co.id/v2/read/1318993716/80382/Akuisisi-Bukit-Enim-saham-ADRO-pimpin-reli-di-sektor-pertambangan-

Saham TINS reli setelah para produsen berencana menopang harga timah
http://investasi.kontan.co.id/v2/read/1318996301/80386/Saham-TINS-reli-setelah-para-produsen-berencana-menopang-harga-timah-

Bernanke: Fed Siap Perangi Gelembung Aset
http://pasarmodal.inilah.com/read/detail/1786873/bernanke-fed-siap-perangi-gelembung-aset

SBY: Dunia Mengalami Krisis Ekonomi Baru
http://finance.detik.com/read/2011/10/19/113453/1747452/4/sby-dunia-mengalami-krisis-ekonomi-baru

CPO rebound terpicu optimisme penanganan krisis Eropa
http://investasi.kontan.co.id/v2/read/1318997974/80391/CPO-rebound-terpicu-optimisme-penanganan-krisis-Eropa-

 REMINDER:::: JAKARTA (Dow Jones)--PT Energi Mega Persada (ENRG.JK) said Thursday that it will start supplying 2.5 million standard cubic feet per day of gas from its Gelam TAC Block in Jambi on Sumatra island to state electricity company PLN by the end of this week. Energi Mega will sell the gas at $4.9 per million British thermal units, it said in a statement. The contract, which is for six years, also stipulates a 3% annual price increase. The agreement came amid rising demand for gas in Indonesia. PLN has been eager to lock in gas supplies to reduce its dependancy on costlier diesel and coal.

Alam Sutra Realty (ASRI)
We upgrade our earnings and NAV forecasts, by including Pasar Kemis launches and market value in our calculations, as the company moves closer to receiving approval for its masterplan. As a result, we upgrade our TP by 18% to Rp560/share. Maintain Outperform.
Source: Macquarie

SSIA 2011 NET PROFIT MAY RISE BY 100% TO IDR235 BILLION FROM IDR115 BILLION A YEAR EARLOER ON HIGHER SALES. NOW TRADES AT 5.2X 2011 EARNINGS AN 4.3X 2012 EARNINGS. TP: IDR 780

 PT Ancora Indonesia Resources Tbk (OKAS), a resources and explosive maker that is founded by stellar figure investment banker Gita Wirjawan, has sealed a US$25 million loan facility from Standard Bank Plc.

REMINDER:::: Jakarta - Saham PT Clipan Tbk (CFIN) dikabarkan bakal dikerek bandar ke level Rp650 dalam waktu dekat. Hal ini seiring kabar akan masuknya investor strategis asing ke perseroan. Selain itu, penerbitan obligasi untuk ekspansi usaha juga menjadi sentimen positif ke saham CFIN.

Rukun Raharja (RAJA) dikabarkan akan segera dibli oleh raja batubara China untuk dipakai sebagai vehicle (kendaraan) perusahaan China tersebut untuk mengakuisisi sebua tambang batubara besar di Kalimantan. Negara Panda tersebut berkepentingan untuk memperoleh sumber batubara langsung untuk menutupi kebutuhan batubara di negerinya yang terus meningkat. Tahun ini China diperkirakan membutuhkan sekitar 300 juta ton batubara berbagai jenis. Raja tampaknya akan ditawarkan diharga 2,5 kali nilai buku perusahaan atau sebesar Rp760 per saham

Bloomberg: Timah Delays Plan to Resume Tin Shipments as Prices Decline. *TIMAH TO WAIT UNTIL PRICES REACH $25,000/T TO RESUME EXPORTS

Bloombrg: China Aug. Leading Index 159.5 vs July 158.6: Conference Board

Bloomberg: Unilever Indonesia Gets 1.2 Trillion Rupiah Loan From Affiliate

Bloomberg: Citi Says Indonesia Reshuffle Impact Muted, Favors Large Caps

Bloomberg: Bank Danamon Targets 25% Loan Growth Next Year, Post Reports

Bloomberg: Rubber in Tokyo Falls 0.3% to 312.2 Yen a Kilogram

Bloomberg: International Nickel Indonesia Cut to Hold at BNP Paribas

Bloomberg: Kalbe Farma Cut to Reduce at BNP Paribas, PT 3,000 Rupiah 

[Dow Jones] Indonesia's cabinet reshuffle shouldn't have too much of an impact on the economy and stock market, says Citigroup; "the macro stability is there and the crucial post of finance minister remains with Agus Martowardjojo, which is positive for macro-economic stability." The house believes coordination among the various ministries was the bigger challenge for the government in order to streamline the bureaucracy for business people and the economy. Its top Conviction Buys in this case remain big caps with strong earnings fundamentals such as Bank Mandiri (BMRI.JK), Bank Rakyat (BBRI.JK), Indocement (INTP.JK), United Tractors (UNTR.JK), Adaro (ADRO.JK), Indomegah (ITMG.JK) and Jasa Marga (JSMR.JK). (i-made.sentana@dowjones.com)

Inilah Menu Saham Pilihan Rabu (19/10)
http://pasarmodal.inilah.com/read/detail/1786717/inilah-menu-saham-pilihan-rabu-1910

Inilah Saham-saham Penggerak Pasar Hari Ini
http://pasarmodal.inilah.com/read/detail/1786838/inilah-saham-saham-penggerak-pasar-hari-ini

Rekomendasi Saham
IHSG Kena Imbas Positif Kabar dari Eropa
http://finance.detik.com/read/2011/10/19/074402/1747249/6/ihsg-kena-imbas-positif-kabar-dari-eropa

Persaingan ketat tahan laju SMGR
http://investasi.kontan.co.id/v2/read/1318988658/80371/Persaingan-ketat-tahan-laju-SMGR-

BRMS gunakan dividen untuk lunasi utang
http://investasi.kontan.co.id/v2/read/1318984666/80366/BRMS-gunakan-dividen-untuk-lunasi-utang-

Lelang SUN oversubscribed hampir 3 kali
http://investasi.kontan.co.id/v2/read/1318941416/80343/Lelang-SUN-oversubscribed-hampir-3-kali-

UNTR Tuntaskan Akuisisi Duta Sejahtera
http://pasarmodal.inilah.com/read/detail/1786833/untr-tuntaskan-akuisisi-duta-sejahtera

GDP China: Pukulan Telak Saham Batu Bara?
http://pasarmodal.inilah.com/read/detail/1786671/gdp-china-pukulan-telak-saham-batu-bara

Ups! Moody's Pangkas Rating Kredit Spanyol
http://pasarmodal.inilah.com/read/detail/1786832/ups-moodys-pangkas-rating-kredit-spanyol

Aksi Perancis-Jerman Angkat Saham Asia
http://pasarmodal.inilah.com/read/detail/1786830/aksi-perancis-jerman-angkat-saham-asia

Ayo Cermati, Fund Manager Asing Buru Saham COWL?
http://pasarmodal.inilah.com/read/detail/1786827/ayo-cermati-fund-manager-asing-buru-saham-cowl

Tunggu Saham Batu Bara Turun Maksimal!
http://pasarmodal.inilah.com/read/detail/1786681/tunggu-saham-batu-bara-turun-maksimalADRO 

Rogoh US$46 Juta Akuisisi 46% Saham BEE
http://pasarmodal.inilah.com/read/detail/1786612/adro-rogoh-us46-juta-akuisisi-46-saham-bee

Garuda Terima Boeing Berteknologi Sky Interior
http://pasarmodal.inilah.com/read/detail/1786705/garuda-terima-boeing-berteknologi-sky-interior

Bandar Akan Kerek Saham MTFN ke Rp600?
http://pasarmodal.inilah.com/read/detail/1786826/bandar-akan-kerek-saham-mtfn-ke-rp600

Oct 18 (Reuters) - Indonesia's central bank expects loan growth to ease slightly to 23 to 24 percent in 2012 as the global economic slowdown weighs on domestic growth, Deputy Governor Halim Alamsyah said on Tuesday. Bank Indonesia Governor Darmin Nasution said last week the 2011 full-year loan growth was seen at 24 to 25 percent.

Bumi Seeks $6 Bln Merger Between PT Bumi, PT Berau: Telegraph 2011-10-19 01:54:10.187 GMT By Blanche Gatt Oct. 19 (Bloomberg) -- Bumi Plc is seeking a 4 billion- pound ($6 billion) merger between Indonesia’s PT Bumi Resources and PT Berau Coal Energy, the Daily Telegraph reports without citing a source for the information. * There would be ‘daunting’ regulatory obstacles to the deal, Telegraph says, cites unnamed people with knowledge of the situation. * A combined business would benefit from operational as well as administrative synergies, Telegraph reports.

8:59 AM 10/19 Bumi Seeks $6 Bln Merger Between PT Bumi, PT Berau: Telegraph 2011-10-19 01:54:10.187 GMT By Blanche Gatt Oct. 19 (Bloomberg) -- Bumi Plc is seeking a 4 billion- pound ($6 billion) merger between Indonesia’s PT Bumi Resources and PT Berau Coal Energy, the Daily Telegraph reports without citing a source for the information. * There would be ‘daunting’ regulatory obstacles to the deal, Telegraph says, cites unnamed people with knowledge of the situation. * A combined business would benefit from operational as well as administrative synergies, Telegraph reports.

8:59 AM 10/19 *Indonesia Government Has IDR240T Cash It Can Use To Stabilize Bond Market - Official

9:02 AM 10/19 Astra Agro Lestari [ PDF ] September production rebounds AALI IJ / AALI.JK | UNDERPERFORM - Maintained | Share Price Rp19000 - Tgt. Rp19500 Commodities | - by Erwan TEGUH / Erisca Wiraatmadja AALI’s production rebound in Sep – following a weak Aug due to the festive holidays – is more relief than a cause for celebration. While its share price has recovered of late, rerating catalysts remain scarce and the bearish global growth outlook is a major concern. AALI is back on track to meeting our full-year production forecast but our rating stays at UNDERPERFORM as does our target price pegged to 12x P/E, its 5-year trading mean. With its subpar production and lacklustre CPO prices, a further de-rating in its valuation cannot be ruled out.

9:06 AM 10/19 Dow. 11.577.05.+180.05.+1.58% Nasdaq. 2657.43. +42.51. +1.63% S&P 500.1225.38. +24.52. +2.04% FTSE. 5410.35. -26.35. -0.48% Dax. 5877.41. +17.98. +0.31% CAC40. 3141.10. -24.96. -0.79% Oil. 88.37. +1.99. +2.30% Gold. 1657.400-19.200. -1.15% IDR. 8853(source: yahoo finance) Euro. 1.3737 TLKM. 32.93. +0.57+1.76%.Rp7288 ISAT. 27.73. +0.30+1.09% Rp4910 BumiPLC.730.500. -25.500. -3.373% EIDO. 29.380.+0.720. +2.512% Timah. 21325. +450. +2.16%. Nickel. 19065. +310 +1.65% CPOJan 2835RM -41RM -1.43%$926 Corn. 644.500+3.500. +0.55% SoybeanOil.52.700. -0.200. -0.38% Wheat. 625.250.+1.000. +0.16% Coal14Okt 120.79vs.121.14(7 Okt) 

[Dow Jones]The EUR/USD will likely keep an upward bias in Asian trade, after sizeable buying by a major U.S. bank pushes it up to a session high at 1.3774, says an FX dealer at a major Japanese trust bank. "Going into the Tokyo fixing, we had that supportive flow, and we're still seeing it rather well bid," she says. The EUR/USD could rise to around 1.3850 later, she adds; the pair is last at 1.3761.

[Dow Jones] China shares are higher, tracking gains on Wall Street, led by oil firms and coal miners on the back of firmer oil prices, say analysts. The Shanghai Composite Index is up 0.3% at 2390.24, with analysts putting initial resistance at 2400, then 2450. "Today's rise looks more like a technical rebound after Tuesday's slump, and the Shanghai index is likely to resume its downward trend if it can't remain above the 2400 level as sentiment remains fragile after sharp losses over the previous two months," says Huatai Securities analyst Zhou Lin.