Laporan & Rumor Saham Indonesia 08-11 (Refresh)

2nd session JCI on 08.11.11
3805.64(+27.40pts)(+0.72%)
(H: 3806.92 ; L: 3778.69)
Value:    2.91T (NG 862 B )
Volume: 3.85B (NG 1.60 B )
Foreign Nett Sell: 137 B
USD/IDR : 8915 (On Shore)
               8955(On Shore)

6 MARKET DRIVEN BY SECTOR
MINING.          (+1.21%) (1080.873 B )
MANUFACTUR(+0.50%)(513.430 B )
FINANCE.      (+0.82%)(473.800 B )
INFRASTRUC(+0.34%)(406.414 B )
CONSUMER. (+0.36%)(245.858 B )
PROPERTY. (+0.77%)(113.565 B )

6 NETT BUY STOCKs BY FOREIGNers
BMRI.    @7212.    (34.76 B )
MNCN.  @1127.    (15.01 B )
UNTR.  @25128 (13.59 B )
BBCA.  @8069.  (13.32 B )
ASII.      @68354 (11.95 B )
KRAS.  @855.      (10.75 B )

6 NETT SELL STOCKs BY FOREIGNers
BUMI.    @2348.  (78.81 B )
BORN.  @872.    (36.46 B )
BBNI.      @3964.  (28.75 B )
UNVR.  @15767. (15.34 B )
INDY.    @2553.  (12.21 B )
ARII.      @1524.    (8.45 B )

8 MOST ACTIVE STOCKs BY VALUE
BORN.  @880.    (+3.52%)
BUMI.    @2375.  (+3.26%)
BBCA.  @8200. (+3.14%)
BMRI.    @7250.  (+0.69%)
BBRI.    @6850.  (0.00%)
INDF.      @5050.  (0.00%)
ARII.      @1540.  (+2.66%)
TRAM. @860.    (+2.38%)

8 MOST ACTIVE STOCKs BY VOLUME
ENRG.    @159.    (290.677 M )
BORN.    @880.  (222.854 M )
BHIT.      @255.  (195.847 M )
PNLF.    @118.    (96.657 M )
BNBR.    @51.      (94.631 M )
BUMI.    @2375. (81.111 M )
TRAM.  @860.  (73.346 M )
TMPI.    @117.    (66.303 M )

Asing Net Sell Rp137 M, IHSG Menguat 0,7%
http://www.inilah.com/read/detail/1794290/asing-net-sell-rp137-m-ihsg-menguat-07

Meski Sepi Transaksi, IHSG Berhasil Nempel di 3.800 
http://finance.detik.com/read/2011/11/08/161152/1763070/6/meski-sepi-transaksi-ihsg-berhasil-nempel-di-3800

Hore! BUMI Bayar Utang US$600 Jt ke CIC
http://pasarmodal.inilah.com/read/detail/1794400/hore-bumi-bayar-utang-us600-jt-ke-cic

Industri Elektronik akan Picu Penjualan TINS
http://pasarmodal.inilah.com/read/detail/1794406/industri-elektronik-akan-picu-penjualan-tins

ADRO Bagi Dividen Interim US$75,16 Juta
http://pasarmodal.inilah.com/read/detail/1794370/adro-bagi-dividen-interim-us7516-juta

BII Rencana Terbitkan Obligasi Rp2,5 Triliun
http://pasarmodal.inilah.com/read/detail/1794332/bii-rencana-terbitkan-obligasi-rp25-triliun

PGAS Tandatangani Perjanjian Jual-Beli Gas
http://pasarmodal.inilah.com/read/detail/1794331/pgas-tandatangani-perjanjian-jual-beli-gas

Inilah Daftar 'Net Foreign Buy' Selasa (8/11)
http://pasarmodal.inilah.com/read/detail/1794380/inilah-daftar-net-foreign-buy-selasa-811

Inilah Daftar 'Net Foreign Sell' Selasa (8/11)
http://pasarmodal.inilah.com/read/detail/1794336/inilah-daftar-net-foreign-sell-selasa-811

Energi mega kembali membukukan laba bersih di kuaryal ketiga tahun ini menjadi Rp42 milyar dibanding rugi bersih di kuartal yang sama tahun lalu sepanjang 2011 enrg diperkirakan akan meraup laba bersih sebanyak rp70 milyar dibanding rugi bersih rp62 milyar di tahun 2010

pertamina tampaknya akan mengulangi pembicaraan mengenai pembelian saham medco di beberapa unit yang berhubungan langsung dengan wilayah kerja pertamina. dulu medco minta rp4.500/saham

Saham TMPI Teraktif Diperdagangkan Selasa (8/11)
http://pasarmodal.inilah.com/read/detail/1794309/saham-tmpi-teraktif-diperdagangkan-selasa-811

Tambah Jenis Obat, Enseval Bidik Penjualan Rp 12,24 Triliun 
http://finance.detik.com/read/2011/11/08/162823/1763090/6/tambah-jenis-obat-enseval-bidik-penjualan-rp-1224-triliun

EPMT anggarkan capex Rp 200 miliar di 2012
http://investasi.kontan.co.id/v2/read/1320762912/82200/EPMT-anggarkan-capex-Rp-200-miliar-di-2012-

BMTR resmi jual 5% saham MNC kepada SCG
http://investasi.kontan.co.id/v2/read/1320755096/82188/BMTR-resmi-jual-5-saham-MNC-kepada-SCG-

ABM Investama incar dana Rp 1,78 triliun - Rp 2,56 trilun dari IPO
http://investasi.kontan.co.id/v2/read/1320746912/82171/ABM-Investama-incar-dana-Rp-178-triliun-Rp-256-trilun-dari-IPO-

AMFG genjot kapasitas produksi kaca otomotif
http://investasi.kontan.co.id/v2/read/1320745392/82169/AMFG-genjot-kapasitas-produksi-kaca-otomotif-

Harga obligasi naik karena sinyal pemangkasan bunga
http://investasi.kontan.co.id/v2/read/1320749553/82178/Harga-obligasi-naik-karena-sinyal-pemangkasan-bunga-

CPO melejit ke level tertinggi tujuh pekan
http://investasi.kontan.co.id/v2/read/1320752288/82183/CPO-melejit-ke-level-tertinggi-tujuh-pekan-

1st session JCI on 08.11.11
3798.75(+20.51pts)(+0.54%)
(H: 3805.49 ; L: 3778.69 )
Value:    1.22T (NG 314 B )
Volume:  1.33 B (NG 226 M )
Foreign Nett Sell: 8 B
USD/IDR : 8930 (On Shore)
               8940 (Off Shore)

JCI for today:
Support:        3763; 3742
Resistance:  3830; 3875

6 MARKET DRIVEN BY SECTOR
MINING.              (+1.06%)(447.657 B )
MANUFACTUR(+0.56%)(230.368 B )
FINANCE.          (+0.12%)(188.185 B )
INFRASTRUC. (+0.53%)(159.300 B )
CONSUMER.    (+0.55%)(118.731 B )
PROPERTY.    (+0.48%)(52.261 B )

6 NETT BUY STOCKs BY FOREIGNers
BORN  @876.      (14.50 B )
UNTR.  @25189 (7.45 B )
MNCN.  @1127.    (6.12 B )
BMRI.  @7219.    (4.08 B )
KLBF.  @3507.  (3.33 B )
MEDC. @2437.  (3.19 B )

6 NETT SELL STOCKs BY FOREIGNers
UNVR.  @15758.  (10.31 B )
ARII.      @1526.    (8.56 B )
BUMI.    @2352.    (8.26 B )
ASII.      @68283. (6.11 B )
BBNI.    @4005.    (4.61 B )
INDY.    @2571.    (4.13 B )

8 MOST ACTIVE STOCKs BY VALUE
BORN.  @860.  (+1.17%)
BUMI.    @2325 (+1.08%)
ARII.      @1540. (+2.66%)
TRAM.  @850.  (+1.19%)
BBRI.      @6800 (-0.73%)
BMRI.    @7200 (0.00%)
PGAS.  @3125.  (+0.80%)
INDF.      @5100.  (+0.99%)

8 MOST ACTIVE STOCKs BY VOLUME
ENRG.    @156.    (134.028 M )
BORN.    @860.  (115.668 M )
BHIT.      @240.  (82.987 M )
BNBR.    @51.      (78.916 M )
TRAM.  @850.  (57.747 M )
TMPI.    @116.    (43.898 M )
BUMI.    @2325 (39.860 M )
APIC.    @255.    (34.959 M )

Credit Suisse::  Golden Energy Mines: 30% Stake Placed to GMR Infrastructure
Golden Energy Mines (GEM) will place18% stake (1.05 bn shares) to India-based GMR Infrastructure at IPO price of Rp2,500/share to raise Rp2.6 tn. For the IPO, which is targeted to raise Rp2.2 tn, GEM is also allocating 80% of the total offered shares of 882.35 mn (15% stake) to GMR Infrastructure.
Sales commentary: GMR Infrastructure will own 30% of GEM post the transactions. Meanwhile, GEM’ effective free float from the IPO would stand at only 3%. GEM is targeting 2011/12 net profit of Rp482 bn/Rp892 bn respectively, implying 2011/12 PE of 30x/16x. 

Astra International: Auto Business Capacity Expansion
ASII is planning to further expand Astra Daihatsu Motor (ADM) and Toyota Motor Manufacturing Indonesia (TMMI) annual production capacity to 430k units pa (vs 330k units pa) and 180k units pa (from 110k units pa) in 2012. Meanwhile, Federal International Finance – ASII’s 2W financing subsidiary – is targeting 10-15% growth in Honda motorcycle financing to Rp23-24 tn in 2012. Sales commentary: ASII owns 32% and 5% stakes in ADM and TMMI respectively, and we are delighted to see ASII continuously expanding its car manufacturing capacity, which will support its market leadership in the Indonesian car industry. Meanwhile, the Association of Motorcycle Industry of Indonesia (AISI) is projecting motorcycle 

Sesi I, IHSG Naik 0,5% Meski Asing Net Sell. Net foreign sell Rp8,2 miliar
http://pasarmodal.inilah.com/read/detail/1794204/sesi-i-ihsg-naik-05-meski-asing-net-sell

Sesi I
Saham Komoditas Bikin IHSG 'Sumringah' 
http://finance.detik.com/read/2011/11/08/120442/1762745/6/saham-komoditas-bikin-ihsg-sumringah

Asing mendominasi perburuan bluechips di sesi I
http://investasi.kontan.co.id/v2/read/1320728606/82133/Asing-mendominasi-perburuan-bluechips-di-sesi-I-

Delapan Sektor Saham Pilihan Sesi Dua
http://pasarmodal.inilah.com/read/detail/1794200/delapan-sektor-saham-pilihan-sesi-dua

Harga Saham IPO ABM Investama Rp3250-Rp4650/Saham
http://pasarmodal.inilah.com/read/detail/1794198/harga-saham-ipo-abm-investama-rp3250-rp4650saham

Saham MEDC dan ENRG melaju kencang pada transaksi pagi
http://investasi.kontan.co.id/v2/read/1320724104/82120/Saham-MEDC-dan-ENRG-melaju-kencang-pada-transaksi-pagi-

MLPM Raih Sertifikasi dari Metro Ethernet Forum
http://pasarmodal.inilah.com/read/detail/1794195/mlpm-raih-sertifikasi-dari-metro-ethernet-forum

UBS Securities akan Tangani Satu IPO
http://pasarmodal.inilah.com/read/detail/1794188/ubs-securities-akan-tangani-satu-ipo

Atlas Targetkan Volume Produksi 4,5 Juta Ton
http://pasarmodal.inilah.com/read/detail/1794180/atlas-targetkan-volume-produksi-45-juta-ton

Investor Institusi Beli Saham ARRI hingga 91,64%
http://pasarmodal.inilah.com/read/detail/1794168/investor-institusi-beli-saham-arri-hingga-9164

Perusahaan Besar Asia dan Eropa Kurangi Belanja
http://pasarmodal.inilah.com/read/detail/1794163/perusahaan-besar-asia-dan-eropa-kurangi-belanja

Penjualan Naik 50%, Multistrada Raih Laba Rp 136 Miliar 
http://finance.detik.com/read/2011/11/08/101616/1762529/6/penjualan-naik-50-multistrada-raih-laba-rp-136-miliar

Harga obligasi pemerintah tembus rekor baru
http://investasi.kontan.co.id/v2/read/1320726009/82125/Harga-obligasi-pemerintah-tembus-rekor-baru-

Ini dia alasan ARII pangkas jumlah saham IPO
http://investasi.kontan.co.id/v2/read/1320723827/82118/Ini-dia-alasan-ARII-pangkas-jumlah-saham-IPO-

Analisa BHIT :
Tahun 2009 bhit rugi 48 M. 2010 +258,5 M naik 6.5x  tahun ini sdh lewatin 2010. 30 jun'11 sj net income sdh 614.9M. Klo rata2 perbulan dia untung 100M. Bisa aja Tahun ini dpt 1 T. Prediksi saya.
Debt to equity rationya berkurang. Dr 2009 0.94 jadi 0.82 di 2010.  di 2011 per juni 0.687 debt to equitynya.
Barang buat investasi sangat bagus kedepan nya.
Trus lht di press realese  BHIT. Harry Tanu akan invest ke pertambangan.
Skrg sdh good company.
Analisa saham BHIT
Net income per30 jun 2011 : 614.91M
Net income per31 dec 2010 : 258,47M
Net income per 31 dec 2009 : -48M
Ada peningkatan signifikan dari tahun ke tahun.
Luar biasa untuk saham Bhit. Strong buy 235 - 300. Dengan target tahun ini 2011. Rp 400 dan tahun 2012 Rp2000
Kemampuan BHIT membayar hutang mengalami peningkatan yg di tunjukan lewat penurunan DER (Debt to Equity Ratio):
Debt to Equity Ratio
Tahun 2009 : 1.39
Tahun 2010 : 1.23
30 juni 2011 : 0.69
By Senior Analys Willy Sanjaya. Support by Benny Chan (singapore)

Agenda 08 November
Rups PTIS, cum dev KKGI 50, mulai penawaran IPO Visi Media Asia, ECOFIN Council meeting (• ECOFIN Council meeting: Discussing follow-up to Summit decisions from 23/26 Oct.   ), Listing IPO Atlas Resources(ARII), MYOH TECHNOLOGY RUPSLB

Bakal dapat pinjaman US$ 450 juta, saham KRAS menanjak
http://investasi.kontan.co.id/v2/read/1320722364/82113/Bakal-dapat-pinjaman-US-450-juta-saham-KRAS-menanjak-

Bayar utang lebih cepat, saham BUMI menjadi incaran investor
http://investasi.kontan.co.id/v2/read/1320722724/82115/Bayar-utang-lebih-cepat-saham-BUMI-menjadi-incaran-investor-

Rencana buyback saham mendorong kenaikan saham BORN
http://investasi.kontan.co.id/v2/read/1320723584/82117/Rencana-buyback-saham-mendorong-kenaikan-saham-BORN-

BORN fr Bahana::: BORN has recently agreed to buy 23.8% stake in Bumi Plc, a thermal coal and metals company (exhibit 12) from the Bakrie group for USD1b, 100% funded by a 5-year amortizing loan from Stanchart with interest rate just under 7%. BORN, backed by strong production volumes, will have sufficient internal cash-flow to repay the loan, although the transaction has created mixed reactions, particularly from investors who prefer to invest in a pure coal play. Additionally, there will be no cashflow from Bumi Plc to BORN in the short-to-medium term. This has resulted in a DCF-based valuation of IDR880 (16.5% WACC & 1.5% terminal growth rate). In terms of PE, using the sector’s 12M forward 2012 PE of 11.6x and applying a 20% discount for the metal exposure, we come up with IDR1,140  BORN’s fair value. Using the mid point of the two valuation methods, we arrive at IDR1,010 for BORN’s TP. With 19% upside and 5% share buyback, we initiate coverage with a BUY.

Global tin demand may climb to about 400m tonnes with new applications such as lithium ion batteries boosting usage by 4% to 5% a year 

BLOOMBERG: ISUZU RESPONDS TO REPORT IT WILL EXPAND PRODUCTION IN INDONESIA

Bloomberg: Palm Oil Falls as Much as 1% to 2,984 Ringgit a Metric Ton

Listing Perdana, ARII Dibuka Naik 3,33%
http://pasarmodal.inilah.com/read/detail/1794132/listing-perdana-arii-dibuka-naik-333

Terimbas Asia dan AS, IHSG Dibuka Naik 0,29%
http://pasarmodal.inilah.com/read/detail/1794130/terimbas-asia-dan-as-ihsg-dibuka-naik-029

Gawat! Hong Kong Masuk Resesi di Q3-2011
http://pasarmodal.inilah.com/read/detail/1794126/gawat-hong-kong-masuk-resesi-di-q3-2011

Tunda Cicilan Utang, Mantain Buy BUMI
http://pasarmodal.inilah.com/read/detail/1794110/tunda-cicilan-utang-mantain-buy-bumi

Harga Fundamental BUMI Rp2.900-3.000
http://pasarmodal.inilah.com/read/detail/1793983/harga-fundamental-bumi-rp2900-3000

Minim Sentimen Domestik, IHSG Bergerak Sideways
http://pasarmodal.inilah.com/read/detail/1794109/minim-sentimen-domestik-ihsg-bergerak-sideways

Pefindo Tetapkan Peringkat BNI di 'AA+'
http://pasarmodal.inilah.com/read/detail/1794107/pefindo-tetapkan-peringkat-bni-di-aa

Astra terbitkan obligasi Rp 3 triliun
http://investasi.kontan.co.id/v2/read/1320717109/82094/Astra-terbitkan-obligasi-Rp-3-triliun-

Wah! Bunga Kredit Perbankan Indonesia Paling Tinggi di ASEAN 
http://finance.detik.com/read/2011/11/08/065826/1762400/5/wah-bunga-kredit-perbankan-indonesia-paling-tinggi-di-asean

BLOOMBERG: *INDONESIA 2011 GDP GROWTH MAY BE 6.5%, HARTADI SARWONO SAYS. *BANK INDONESIA SEES FURTHER ROOM TO CUT RATE, SARWONO SAYS    *INDONESIA 2011 INFLATION MAY REACH 4.2%

Asian Shares Swing Between Gains and Losses Ahead of Italy Vote

Bloomberg: Bumi Delays Early Debt Payment to CIC, Bisnis Indonesia Reports

Bloomberg: Astra Daihatsu Considers $1 Billion Research Plant, Daily Says

Bloomberg: Borneo Lumbung Plans Share Buyback to Boost Price, Kontan Says

Rubber Futures Advance as Much as 1.8% in Tokyo

Krakatau Steel May Get $450 Million Loan, Investor Daily Says

Golden Agri, Indofood Agri Rated New Buys at Jefferies

*LG INTERNATIONAL TO INVEST 31.2 BLN WON IN INDONESIA AFFILIATE

Inilah Pilihan Saham Selasa (8/11)
http://pasarmodal.inilah.com/read/detail/1794026/inilah-pilihan-saham-selasa-811

Rekomendasi Saham
IHSG Masih Labil Cermati Krisis Eropa 
http://finance.detik.com/read/2011/11/08/074840/1762428/6/ihsg-masih-labil-cermati-krisis-eropa

Ayo Trading Jangka Pendek
http://pasarmodal.inilah.com/read/detail/1793969/ayo-trading-jangka-pendek

Berita Eropa Positif, Mayoritas Saham Asia Naik
http://pasarmodal.inilah.com/read/detail/1794098/berita-eropa-positif-mayoritas-saham-asia-naik

Bergejolak Menanti Krisis Eropa, Wall Street Ditutup Menguat
http://finance.detik.com/read/2011/11/08/064535/1762398/6/bergejolak-menanti-krisis-eropa-wall-street-ditutup-menguat

Hingga kuartal III, laba bersih RUIS naik 39%
http://investasi.kontan.co.id/v2/read/1320659636/82048/Hingga-kuartal-III-laba-bersih-RUIS-naik-39-

Dow.      12068.39. +850.  +0.34%
S&P 500.1261.11.  +7.89.    +0.63%
FTSE.      5510.82.  -16.84.  -0.30%
Dax.        5928.68.  -37.48.  -0.63%
CAC40.    3103.60.  -19.95.  -0.64%

Oil.            95.96.  +1.70.    +1.80%
Gold.      1796.100+40.400.+2.30%

IDR.      8960(source: yahoo finance)
Euro.  1.3769

TLKM.  34.03. +0.24+0.71%Rp7623
ISAT.    28.84. -0.01. -0.03% Rp5168
BumiPLC.815.000.+17.000.+2.130%

EIDO.        30.400.+0.520.  +1.740%

Timah.      21850.  -175.      -0.79%.  Nickel.      18525.  -275.      -1.33%

CPOJan 3013RM+37RM+1.24%$967
Corn.          653.250-2.500.  -0.38%
SoybeanOil. 51.200 -0.670.  -1.29%
Wheat.      638.750.+2.000 +0.31%

Coal 4Nov 116.94vs.117.89(28 Okt)
(DE/ls)

JP Morgan Strategy::
•Economics –– H2 data are coming in less weak than expected

.• Portfolio strategy –– We cannot be called bullish, but high risk premia and growth upgrades make us net long risk

.• Fixed Income –– We hold Treasury shorts, and add a short in 2yr Germany

.• Equities –– Focus risk on country trades: long EM vs. DM, long BRICs vs EM, long Japan vs. DM, long MSCI EMU vs. S&P500 and long DAX vs. Eurostoxx50

.• Credit –– We move to UW US HG and prefer EM Sovereigns vs corporates.• Foreign exchange –– We still prefer USD/JPY and EUR/JPY to EUR/USD given the risk of further QE in the US

.• Commodities–– The Thai floods may reduce global rice exports considerably, leading to a potential rise in EM food price inflation.
Risk markets reversed part of their post EU Summit short-covering rally this week as the lack of details in the agreement settled in, and Greek politics played havoc again. But overall, equities remain up on two weeks ago, and are still above the 10-week range that had held between the crash early August and the middle of October, when we turned long risk.

RUMOR 8 Nopember 2011
Akumulasi BWPT
BANDAR disebut-sebut bakal mengerek saham PT BW Plantations Tbk (BWPT) ke level Rp 2.000 dalam jangka pendek. Ini menyusul mencuatnya kabar perseroan bakal mengakuisisi kebun kelapa sawit di Kalimantan. Keberhasilan anak usaha meraup dana segar untuk mendukung ekspansi turut menjadi pemicu penguatan BWPT. Pada perdagangan kemarin, saham BWPT naik Rp 20 (1,69%) ke level Rp 1.200

Macquarie Upgrade BJBR Rp 1.500
MACQUARIE meng-upgrade target harga saham PT Bank Jabar Banten Tbk (BJBR) ke level Rp 1.500. Macquarie menilai, valuasi saham BJBR sangat menarik, dengan PER 9,1 kali dan PBV 1,7 kali. Selain itu, BJBR akan diuntungkan penurunan BI rate sebesar 0,25 basis poin ke level 6,25%

Berita BORN:
http://m.inilah.com/read/detail/1793989/born-incar-produksi-10-jt-tontahun-di-2014

http://m.inilah.com/read/detail/1793951/born-berniat-buyback-maksimal-5-saham