Thursday, November 3, 2011

Laporan & Rumor Saham Indonesia 03-11 (Refresh)

2nd SESSION JCI on 03.11.11
@3705.81 (-57.22 pts) (-1.52 %) (H:3763.30 ; L: 3686.00)
Value:  4.905. T (NG.  1.731 T )  
Volume: 5.780 B (NG  2.208 B )
Foreign Nett Buy: 75  B      
Incl. Crossing:
MNCN @ 1000 ~ 692 B
WINS @ 420 ~ 155 B
BMTR @ 820 ~ 131 B
USD/IDR: 8960

6 MARKET DRIVEN BY SECTOR
TRADE ( -1.41%) (1.155T )
MINING. ( -2.10%) (951.216 B )
MANUFACTUR ( -1.63%) (873.196 B )
FINANCE ( -1.68%) (810.730 B )
INFRASTRUC ( -0.427%) (600.743 B )
PROPERTY ( -1.74%) (426.455 B )

6 NETT BUY STOCKs BY FOREIGN
BUMI.  @ 2306 (76.70 B )
ADRO. @ 1999 (23.45 B )
ASRI.  @ 450.  (22.91 B )
HRUM. @ 8097 (18.68 B )
BBRI.    @ 6561.  (17.60 B )
AKRA @ 2939 (15.25 B )

6 NETT SELL STOCKs BY FOREIGN
ASII.    @ 67310 (132.16 B )
UNTR.  @ 23604 (51.21 B )
INDF.    @ 5072 (27.52 B )
BBCA.  @ 7806 (17.20 B )
INTP.    @ 14927 (13.16 B )
SMGR @ 8936 (12.76 B )

8 MOST ACTIVE STOCKs BY VALUE
ASII.    @ 67300 (-2.46%)
BUMI.  @ 2325. (0.00%)
BMRI.  @ 6900.(-2.81%)
ASRI.  @ 440.  (-2.22%)
BORN. @ 860.  (-3.37%)
BBRI.  @ 6600 (-1.49%)
ENRG. @ 156.    (-3.10%)
UNTR. @ 23400 (-3.70%)

8 MOST ACTIVE STOCKs BY VOLUME
ENRG @ 156.  (678.003 M )
ASRI. @ 440 (418.438 M )
ELTY @ 114.  (232.861 M )
BORN @ 860 (217.885 M )
BKSL @ 260. (142.982 M )
KIJA.  @ 160.  (125.370 M )
BUMI.  @ 2325 (104.298 M )
APIC.  @ 260. (95.171 M )

IHSG Turun 1,5% Meski Asing Net Buy. net foreign buy Rp768,6 miliar (Nego asing Rp 693 Miliar)
http://pasarmodal.inilah.com/read/detail/1792614/ihsg-turun-15-meski-asing-net-buy

Tunggu Hasil Pertemuan G20, IHSG Melempem 
http://finance.detik.com/read/2011/11/03/161025/1759515/6/tunggu-hasil-pertemuan-g20-ihsg-melempem

Penurunan 188 saham menahan indeks di zona merah
http://investasi.kontan.co.id/v2/read/1320311008/81766/Penurunan-188-saham-menahan-indeks-di-zona-merah-

BJBR siapkan Rp 1 triliun untuk lunasi obligasi
http://investasi.kontan.co.id/v2/read/1320307648/81758/BJBR-siapkan-Rp-1-triliun-untuk-lunasi-obligasi-

TINS hanya akan mengekspor timah sesuai kontrak
http://investasi.kontan.co.id/v2/read/1320306166/81753/TINS-hanya-akan-mengekspor-timah-sesuai-kontrak-

SCMA akan Lunasi Utang Obligasi Rp574,37 M
http://pasarmodal.inilah.com/read/detail/1792627/scma-akan-lunasi-utang-obligasi-rp57437-m

Garap Film, SCMA Gandeng Produser AS
http://pasarmodal.inilah.com/read/detail/1792653/garap-film-scma-gandeng-produser-as

Pilih Pegang Dolar, Bursa Asia Terkapar
http://pasarmodal.inilah.com/read/detail/1792668/pilih-pegang-dolar-bursa-asia-terkapar

Saham INPC Teraktif Diperdagangkan Kamis (3/11)
http://pasarmodal.inilah.com/read/detail/1792645/saham-inpc-teraktif-diperdagangkan-kamis-311


1st SESSION on 03.11.11
@3718.87 (-44.16 pts) (-1.17% %) (H:3763.30 ; L: 3697.44)
Value: 2.721 T (NG 1.255 T  )  
Volume: 3.429 B (NG  1.481 B )
Foreign Nett Buy:  24 B      
Incl. Crossing:
MNCN @ 1000 ~ 692 B (F vs D)
USD/IDR: 8973

6 MARKET DRIVEN BY SECTOR
TRADE.  ( -1.34%) (856.407 B )
MINING.  ( -1.54%) (463.692 B )
MANUFACTUR ( -1.14%) (418.959 B )
FINANCE ( -1.51%) (408.456 B )
PROPERTY.    ( -1.17%) (297.312 B )
INFRASTRUC ( -0.24%) (242.950 B )

6 NETT BUY STOCKs BY FOREIGN
BUMI.  @ 2308 (54.53 B )
ASRI.  @ 454 (27.93 B )
HRUM @ 8147 (15.34 B )
BBRI.  @ 6594 (9.64 B )
BBNI.  @ 3941 (8.83 B )
BMRI.  @ 6912 (7.11 B )

6 NETT SELL STOCKs BY FOREIGN
ASII.      @ 67313 (86.77 B )
UNTR.  @ 23797(24.37 B )
INDF.    @ 5095.  (11.96 B )
ENRG.  @ 158.      (7.80 B )
INTP.    @ 15.106.  (3.54 B )
TLKM. @ 7527.    (3.54 B )

8 MOST ACTIVE STOCKs BY VALUE
BUMI.    @ 2300.(-1.07%)
ASRI.    @ 450.  (0.00%)
ASII.      @ 67300 (-2.46%)
BMRI.    @ 6900.(-2.81%)
BORN.  @ 860.  (-3.37%)
BBRI.    @ 6550.(-2.23%)
TRAM. @ 850.  (-1.16%)
ENRG.  @ 157.    (-2.48%)

8 MOST ACTIVE STOCKs BY VOLUME
ENRG.  @ 157.  (358.207 M)
ASRI.  @ 450 (324.313 M)
ELTY.  @ 115.  (165.836 M)
BORN.  @ 860 (96.485 M)
KIJA.    @ 159.  (79.164 M)
TRAM @ 850. (71.070 M)
BKSL.  @ 265. (68.561 M)
BUMI.    @ 2300 (65.391 M)


Bloomberg: Timah to Fulfill Contractual Tin Shipments, Wachid Usman Says

Bloomberg; Copper Resumes Drop on More Signs of China Slowdown: LME Preview
 

Sesi I
Aksi Ambil Untung Berlanjut, IHSG Terkoreksi 44 Poin
http://finance.detik.com/read/2011/11/03/120401/1759218/6/aksi-ambil-untung-berlanjut-ihsg-terkoreksi-44-poin

Asing Net Buy, IHSG Sesi I Berakhir Anjlok 1,1%
http://pasarmodal.inilah.com/read/detail/1792520/asing-net-buy-ihsg-sesi-i-berakhir-anjlok-11

Sesi Dua: Pilih Saham Bluechips Likuid
http://pasarmodal.inilah.com/read/detail/1792515/sesi-dua-pilih-saham-bluechips-likuid


JSMR revisi naik target transaksi di jalan tol
http://investasi.kontan.co.id/v2/read/1320302063/81738/JSMR-revisi-naik-target-transaksi-di-jalan-tol-

CPO tergelincir karena spekulasi krisis Eropa bakal memburuk
http://investasi.kontan.co.id/v2/read/1320297632/81734/CPO-tergelincir-karena-spekulasi-krisis-Eropa-bakal-memburuk-

Investor Asing Borong Saham MNC Rp 692 Miliar 
http://finance.detik.com/read/2011/11/03/123614/1759264/6/investor-asing-borong-saham-mnc-rp-692-miliar

DSSA Raih Proyek PLTU dari PLN
http://pasarmodal.inilah.com/read/detail/1792537/dssa-raih-proyek-pltu-dari-pln

Bahana Catat Dana Kelolaan Rp18,3 T
http://pasarmodal.inilah.com/read/detail/1792551/bahana-catat-dana-kelolaan-rp183-t

Indonesia Stocks: Energi Mega, Medco Energi, Multistrada, Timah
http://www.bloomberg.com/news/2011-11-03/indonesia-stocks-energi-mega-medco-energi-multistrada-timah.html

Dolar AS Kembali Tembus Rp 9.000
http://finance.detik.com/read/2011/11/03/130609/1759298/6/dolar-as-kembali-tembus-rp-9000

Anak Usaha Garuda Butuh 7 Ribu Tenaga Kerja 
http://finance.detik.com/read/2011/11/03/125430/1759287/6/anak-usaha-garuda-butuh-7-ribu-tenaga-kerja


Net buy asing 716 bio , karena ada transaksi nego di saham MNCN  sebesar 693.2bio = Real Net Buy Asing Rp 23 Miliar.
Broker buy : CG, broker sell: EP. Untuk transaski reguler;
Netbuy: ASRI, BUMI, BORN,PGAS, WIKA,AMAF,BBRI,TINS,ADRO;
Netsell transaski reguler: PNLF,SSIA,INDF,ASII,SMGR,RALS,DEWA,ENRG, UNTR

Duuh! Kemungkinan 50% Inggris Bakal Resesi
http://pasarmodal.inilah.com/read/detail/1792492/duuh-kemungkinan-50-inggris-bakal-resesi

Nasib Yunani di Euro Ditentukan di KTT G20 Kamis
http://pasarmodal.inilah.com/read/detail/1792511/nasib-yunani-di-euro-ditentukan-di-ktt-g20-kamis

Rights Issue, MASA Tawarkan Rp500 per Saham
http://pasarmodal.inilah.com/read/detail/1792478/rights-issue-masa-tawarkan-rp500-per-saham

PWON Tawarkan Rights Issue Rp650-680 per Saham
http://pasarmodal.inilah.com/read/detail/1792475/pwon-tawarkan-rights-issue-rp650-680-per-saham

Naik Tajam, BEI Pantau Saham GTBO
http://pasarmodal.inilah.com/read/detail/1792455/naik-tajam-bei-pantau-saham-gtbo

Dirut BEI: Pasar Modal Indonesia Masih yang Terbaik 
http://finance.detik.com/read/2011/11/03/113627/1759113/6/dirut-bei-pasar-modal-indonesia-masih-yang-terbaik

Dahlan Masih Rahasiakan BUMN yang Siap Go Public
http://finance.detik.com/read/2011/11/03/103813/1759048/6/dahlan-masih-rahasiakan-bumn-yang-siap-go-public

Pemerintah Yakin Bisa Turunkan Rasio Utang Jadi 24% 
http://finance.detik.com/read/2011/11/03/111213/1759092/4/pemerintah-yakin-bisa-turunkan-rasio-utang-jadi-24

Eropa Krisis, Pemerintah Pede Ekonomi RI Tumbuh 6,7% di 2012
http://finance.detik.com/read/2011/11/03/113448/1759109/4/eropa-krisis-pemerintah-pede-ekonomi-ri-tumbuh-67-di-2012

Dilarang ekspor timah, saham TINS melorot hingga 2%
http://investasi.kontan.co.id/v2/read/1320291084/81720/Dilarang-ekspor-timah-saham-TINS-melorot-hingga-2-

Rupiah tergelincir ke level terlemah dalam sebulan
http://investasi.kontan.co.id/v2/read/1320291196/81721/Rupiah-tergelincir-ke-level-terlemah-dalam-sebulan-

Saham-saham berbasis energi tergerus mengikuti harga minyak
http://investasi.kontan.co.id/v2/read/1320290547/81717/Saham-saham-berbasis-energi-tergerus-mengikuti-harga-minyak-

*DJ BHP's IndoMet JV With Adaro Energy Contains 774M Tons Coal
*DJ BHP Says Work On IndoMet To Start By End-Dec Pending Permits


Bloomberg: S&P's Tan Favors Indonesia, China, Hong Kong Stocks

Bloomberg: *SANTOS TO SUPPLY 55 MMSCFD OF GAS TO UTILITY LISTRIK NEGARA

Kim Eng:::: Charoen Pokphand Indonesia (CPIN.IJ, BUY) - Profit hampered by lower DOC price
9M11 net profit grew by 18% y/y to Rp1,93t, on the back of Rp13.5t in sales that rose by 24% y/y. Both topline and bottomline figures were below our expectations.  We lower our TP to Rp3,200 (from Rp3,500). Our TP pegs the stock at 17.8x 2012 PER. Reiterate BUY.

Fr Citigroup:::: 4Q outlook still strong; Still positive —The bank, coal, auto and property sectors will remain drivers of growth in 4Q11 and 2012.

MASA fr Mandiri Sec (CC)::: Multisrtrada Arah Sarana: Will conduct a preemptive rights issue at price Rp500/shares (MASA, Rp500, Buy, TP: Rp710)
 

Agenda 03 November
ECB Interest Rate Decision and press conference  G20 heads of state summit,  French summit and Spanish Auction: Bono Auction

Bloomberg: Indonesian Rupiah Declines to One-Month Low on Greek Concern

Bloomberg: Indonesia Stock Outlook Remains Strong, Citi Says

Bloomberg: Palm Oil Falls as Much as 0.7% to 2,938 Ringgit a Metric Ton

Bloomberg: *FITCH RATES PT BANK COMMONWEALTH'S MTNS 'AAA(IDN)'

Bloomberg: Indonesia Waiting for ‘Window’ to Sell Dollar Islamic Bonds

Indonesia Waiting for ‘Window’ to Sell Dollar Islamic Bonds

Increasing Room for Asian Monetary Easing, Barclays Capital Says

Bloomberg: Increasing Room for Asian Monetary Easing, Barclays Capital Says

Bloomberg: Multistrada Plans 1.53 Tln Rupiah Rights Offer for Expansion

Bloomberg: CIMB Niaga Expects 2011 Net of 4 Trillion Rupiah, Bisnis Reports

Bloomberg: Twenty-Five Indonesian Tin Producers Agree to Extend Export Ban


0208 GMT  [Dow Jones] Indonesian shares are likely to open lower, tracking declines in several Asian markets due to negative Dow Jones futures and ahead of the G-20 summit in France, traders say. They tip the main index to find support at 3700 after it ended up 2.1% Wednesday at 3763.034. "This kind of negative external factor may inspire swift profit-taking after Wednesday's sharp gains," says a fund manager at a local asset management. Coal producer Bumi (BUMI.JK) and Bank Mandiri (BMRI.JK) may lead falls on profit-taking.

JAWA:::: JAKARTA: Kenaikan harga karet mendorong laba bersih PT Jaya Agra Wattie Tbk melejit hingga 176% sepanjang Januari-September 2011 menjadi Rp152,44 miliar dari periode yang sama tahun lalu Rp55,27 miliar. Kenaikan keuntungan emiten berkode saham JAWA ini pun sejalan dengan penjualan bersih perseroan yang naik 68% menjadi Rp502,25 miliar dari sebelumnya Rp298,37 miliar.

KRAS::: JAKARTA: PT Krakatau Steel (KS) akan membangun pusat pengolahan baja untuk industri otomotif dengan nilai investasi sebesar Rp100 miliar.   Perusahaan pengolahan baja yang berlokasi di Karawang itu didirikan bersama Nippon Steel Trading Co.


Abaikan Positifnya Wall Street, IHSG Ambles 31 Poin 
http://finance.detik.com/read/2011/11/03/093633/1758985/6/abaikan-positifnya-wall-street-ihsg-ambles-31-poin

Rekomendasi Saham
IHSG Kena Angin Positif The Fed
http://finance.detik.com/read/2011/11/03/073359/1758930/6/ihsg-kena-angin-positif-the-fed

Inilah Menu Saham Pilihan Kamis (3/11)
http://pasarmodal.inilah.com/read/detail/1792313/inilah-menu-saham-pilihan-kamis-311

Inilah Saham Berpotensi Melemah Hari Ini
http://pasarmodal.inilah.com/read/detail/1792446/inilah-saham-berpotensi-melemah-hari-ini

Analis: IHSG akan bergerak variatif karena sentimen AS dan Eropa
http://investasi.kontan.co.id/v2/read/1320284864/81706/Analis-IHSG-akan-bergerak-variatif-karena-sentimen-AS-dan-Eropa-

IHSG Masih Bullish dan Berujung pada Target 4.025
http://pasarmodal.inilah.com/read/detail/1792345/ihsg-masih-bullish-dan-berujung-pada-target-4025

Ayo Beli! Broker Lokal Bakal Kerek SDRA ke Rp250
http://pasarmodal.inilah.com/read/detail/1792438/ayo-beli-broker-lokal-bakal-kerek-sdra-ke-rp250

BORN Beli BRMS Lagi?
http://pasarmodal.inilah.com/read/detail/1792441/born-beli-brms-lagi

Ekspansi gerai kerek laba AMRT
http://investasi.kontan.co.id/v2/read/1320282056/81703/Ekspansi-gerai-kerek-laba-AMRT-

BJBR Siap Lunasi Utang Obligasi V
http://pasarmodal.inilah.com/read/detail/1792275/bjbr-siap-lunasi-utang-obligasi-v

Inilah Arah IHSG November Ini
http://pasarmodal.inilah.com/read/detail/1792331/inilah-arah-ihsg-november-ini

Tahun depan, JSMR luncurkan produk OBU
http://investasi.kontan.co.id/v2/read/1320238752/81669/Tahun-depan-JSMR-luncurkan-produk-OBU-

Menteri BUMN berharap IPO PLN Enjinering di tahun ini
http://investasi.kontan.co.id/v2/read/1320227951/81655/Menteri-BUMN-berharap-IPO-PLN-Enjinering-di-tahun-ini-

Krisis Utang Eropa Kembali Pukul Saham Asia
http://pasarmodal.inilah.com/read/detail/1792444/krisis-utang-eropa-kembali-pukul-saham-asia

BI rate turun, harga SUN bakal melaju
http://investasi.kontan.co.id/v2/read/1320286541/81708/BI-rate-turun-harga-SUN-bakal-melaju-

Emas potensial mencetak rekor tahun depan
http://investasi.kontan.co.id/v2/read/1320282944/81704/Emas-potensial-mencetak-rekor-tahun-depan-

Harga minyak bergerak mendekati level tertinggi dalam dua hari
http://investasi.kontan.co.id/v2/read/1320279527/81699/Harga-minyak-bergerak-mendekati-level-tertinggi-dalam-dua-hari-

Kredit bermasalah digusur, laba BNI tumbuh subur
http://investasi.kontan.co.id/v2/read/1320279309/81700/Kredit-bermasalah-digusur-laba-BNI-tumbuh-subur-

Kemungkinan pelaksanaan QE3 membuat dollar AS loyo
http://investasi.kontan.co.id/v2/read/1320278833/81698/Kemungkinan-pelaksanaan-QE3-membuat-dollar-AS-loyo-

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