Laporan & Rumor Saham Indonesia 11-11(Refresh)

Bloomberg: Indonesia Cuts Guaranteed Deposit Rate to 6.75% From 7%

Ace Advances to Record Amid Speculation Sales Rose in October

Rupiah Has Second Weekly Drop After Surprise Interest Rate Cut

Palm Oil Extends Weekly Advance on Concern Production May Slow

*THAILAND, INDONESIA, MALAYSIA MAY LIMIT RUBBER EXPORTS

Global Rice Output Seen at Record 721 Million Tons, FAO Says
   
China End-Oct. M2 Rises 12.9% Vs Economists’ Est. 13%. China’s Oct. New Loans 586.8b Yuan vs Est. 500b Yuan

Asing Net Buy, IHSG hanya Turun 0,1%. Net foreign buy Rp44,1 miliar
http://pasarmodal.inilah.com/read/detail/1795593/asing-net-buy-ihsg-hanya-turun-01

Profit Taking Jegal IHSG Melemah 4 Poinhttp://finance.detik.com/read/2011/11/11/161022/1765680/6/profit-taking-jegal-ihsg-melemah-4-poin

Saham TMPI Teraktif Diperdagangkan Jumat (11/11)
http://pasarmodal.inilah.com/read/detail/1795605/saham-tmpi-teraktif-diperdagangkan-jumat-1111

Inilah Daftar 'Net Foreign Sell' Jumat (11/11)
http://pasarmodal.inilah.com/read/detail/1795613/inilah-daftar-net-foreign-sell-jumat-1111

Saham BORN Terbanyak Dibeli Asing, Jumat (11/11)
http://pasarmodal.inilah.com/read/detail/1795615/saham-born-terbanyak-dibeli-asing-jumat-1111

Data AS dan Pemeritah Baru Italia Angkat Rupiah
http://pasarmodal.inilah.com/read/detail/1795619/data-as-dan-pemeritah-baru-italia-angkat-rupiah

Investor Hati-hati, Bursa Asia Moderat
http://pasarmodal.inilah.com/read/detail/1795631/investor-hati-hati-bursa-asia-moderat

PTRO Catatkan Kenaikan Laba 13,74%
http://pasarmodal.inilah.com/read/detail/1795578/ptro-catatkan-kenaikan-laba-1374

Roubini: Italia Sebaiknya Keluar dari Zona Euro
http://pasarmodal.inilah.com/read/detail/1795598/roubini-italia-sebaiknya-keluar-dari-zona-euro

BI: Pelemahan Rupiah Bukan Yang Terjelek
http://finance.detik.com/read/2011/11/11/163219/1765713/6/bi-pelemahan-rupiah-bukan-yang-terjelek

Batubara Makin Laku, Laba Indo Tambang Raya Lompat 94%
http://finance.detik.com/read/2011/11/11/122448/1765466/6/batubara-makin-laku-laba-indo-tambang-raya-lompat-94

Investor Ritel Hanya 'Dijatah' 1% Saham IPO Media Bakrie 
http://finance.detik.com/read/2011/11/11/120752/1765446/6/investor-ritel-hanya-dijatah-1-saham-ipo-media-bakrie

Analis: Pinjaman dana US$ 1 miliar oleh BORN terlihat aneh
http://investasi.kontan.co.id/v2/read/1321004836/82513/Analis-Pinjaman-dana-US-1-miliar-oleh-BORN-terlihat-aneh-

BATA bagikan dividen interim Rp 1.446 per saham
http://investasi.kontan.co.id/v2/read/1321008069/82518/BATA-bagikan-dividen-interim-Rp-1.446-per-saham-

BBRI, BUMI, dan BYAN menjadi bluechips penggerus indeks di akhir pekan
http://investasi.kontan.co.id/v2/read/1321002806/82507/BBRI-BUMI-dan-BYAN-menjadi-bluechips-penggerus-indeks-di-akhir-pekan-

2:37 PM 11/11 *DJ Astra International CEO: 2011 Car Sales To Grow Vs 2010 Despite Thai Flood *DJ Toyota Astra: Indonesia 2012 Car Sales To Increase To Up To 900,000 Units V *DJ Toyota Astra Motor: 2012 Indonesia Market Share To Increase To 37%-38% Vs 3

Bloomberg: China’s Oct. New Loans 586.8b Yuan vs Est. 500b Yuan. China End-Oct. M2 Rises 12.9% Vs Economists’ Est. 13%

Bloomberg: Palm Oil Gains as Much as 0.6% to 3,137 Ringgit a Metric Ton

Bloomberg: Global Rice Output Seen at Record 721 Million Tons, FAO Says

Kekhawatiran Reda, Bursa Eropa Bertenaga
http://pasarmodal.inilah.com/read/detail/1795528/kekhawatiran-reda-bursa-eropa-bertenaga

ITMG menargetkan produksi 27 juta ton
http://investasi.kontan.co.id/v2/read/1320996521/82490/ITMG-menargetkan-produksi-27-juta-ton-

VIVA anggarkan capex Rp 400 miliar di 2012
http://investasi.kontan.co.id/v2/read/1320996486/82489/VIVA-anggarkan-capex-Rp-400-miliar-di-2012-

Bloomberg: Indo Tambangraya 2012 Coal Output May Rise to 27 Million Tons

Bloomberg: Palm Oil Pares Weekly Gain as Three-Month High Price Spurs Sales

Bloomberg: Asian Shares Extend Gain to More Than 1% as U.S. Futures Rise

Asing net Buy, IHSG Tetap Menguat 0,02%. Net foreign buy Rp145,9 miliar
http://pasarmodal.inilah.com/read/detail/1795494/asing-net-buy-ihsg-tetap-menguat-002

Sesi I
Sepi Transaksi, IHSG Bergerak Datar
http://finance.detik.com/read/2011/11/11/113549/1765420/6/sepi-transaksi-ihsg-bergerak-datar

Asing Masih Beli Saham RI Rp 140 Miliar di Oktober 
http://finance.detik.com/read/2011/11/11/110646/1765316/6/asing-masih-beli-saham-ri-rp-140-miliar-di-oktober

Menu Sesi Dua: Saham Properti & Energi
http://pasarmodal.inilah.com/read/detail/1795486/menu-sesi-dua-saham-properti-energi

VIVA: 20% Dana Hasil IPO untuk Bayar Utang
http://pasarmodal.inilah.com/read/detail/1795477/viva-20-dana-hasil-ipo-untuk-bayar-utang

IPO, VIVA Incar Dana Capai Rp805 M
http://pasarmodal.inilah.com/read/detail/1795442/ipo-viva-incar-dana-capai-rp805-m

Bank ok Korea Tahan Suku Bunga di 3,25%
http://pasarmodal.inilah.com/read/detail/1795464/bank-ok-korea-tahan-suku-bunga-di-325

Rencana bagi dividen menyebabkan saham MNCN bergerak positif
http://investasi.kontan.co.id/v2/read/1320983718/82462/Rencana-bagi-dividen-menyebabkan-saham-MNCN-bergerak-positif-

Geber sembilan proyek, saham JSMR menjadi incaran investor
http://investasi.kontan.co.id/v2/read/1320983094/82461/Geber-sembilan-proyek-saham-JSMR-menjadi-incaran-investor-

Rencana right issue direstui, saham MYOH melejit 12%
http://investasi.kontan.co.id/v2/read/1320981741/82457/Rencana-right-issue-direstui-saham-MYOH-melejit-12-

Sepekan, rupiah sudah tergerus 0,6%
http://investasi.kontan.co.id/v2/read/1320981166/82456/Sepekan-rupiah-sudah-tergerus-06-

BLOOMBERG: MYOH TECHNOLOGY GAINS MOST IN TWO MONTHS AS SHARE SALE APPROVED

BLOOMBERG: *INDO TAMBANGRAYA 9M NET INCOME AT $361 MILLION VS $186 MILLION

Bloomberg: Palm Oil Falls as Much as 0.6% to 3,100 Ringgit a Metric Ton

*BOK KIM: INDONESIA SEES EASING INFLATION PRESSURES UNLIKE KOREA. *BOK KIM: INDONESIA SEES EASING INFLATION PRESSURES UNLIKE KOREA

*BOK KIM: INDONESIA SEES EASING INFLATION PRESSURES UNLIKE KOREA

Seiring Asia, IHSG Dibuka Menguat 0,2%
http://pasarmodal.inilah.com/read/detail/1795436/seiring-asia-ihsg-dibuka-menguat-02

Rekomendasi Saham
Bursa Global Pulih, IHSG Siap Menguat Perlahan 
http://finance.detik.com/read/2011/11/11/073124/1765081/6/bursa-global-pulih-ihsg-siap-menguat-perlahan

Inilah Daftar Saham Pilihan Jumat (11/11)
http://pasarmodal.inilah.com/read/detail/1795301/inilah-daftar-saham-pilihan-jumat-1111

PGAS Bagi Dividen Interim 2011 Rp10,87/Saham
http://pasarmodal.inilah.com/read/detail/1795426/pgas-bagi-dividen-interim-2011-rp1087saham

BUMI akan Bayar Utang ke UBS AG US$150 Jt
http://pasarmodal.inilah.com/read/detail/1795419/bumi-akan-bayar-utang-ke-ubs-ag-us150-jt

Siap ke 1.000, Cermati Saham BRPT
http://pasarmodal.inilah.com/read/detail/1795414/siap-ke-1000-cermati-saham-brpt

Krisis Italia Bakal Giring IHSG ke Level 2.500?
http://pasarmodal.inilah.com/read/detail/1795270/krisis-italia-bakal-giring-ihsg-ke-level-2500

Laba ELSA Melesat 310%, Target Menuju Rp 400
http://pasarmodal.inilah.com/read/detail/1795231/laba-elsa-melesat-310-target-menuju-rp-400

Oktober, Biaya Eksplorasi TINS Capai Rp34,7 M
http://pasarmodal.inilah.com/read/detail/1795285/oktober-biaya-eksplorasi-tins-capai-rp347-m

SMDR targetkan pendapatan Rp 5 triliun
http://investasi.kontan.co.id/v2/read/1320978087/82449/SMDR-targetkan-pendapatan-Rp-5-triliun-

Sektor tambang menyeret kejatuhan IHSG pagi ini
http://investasi.kontan.co.id/v2/read/1320979323/82452/Sektor-tambang-menyeret-kejatuhan-IHSG-pagi-ini-

Investor optimistis, harga kontrak minyak menanjak ke level tertinggi 3 bulan
http://investasi.kontan.co.id/v2/read/1320968828/82430/Investor-optimistis-harga-kontrak-minyak-menanjak-ke-level-tertinggi-3-bulan-

Menimbang prospek PT Antam
http://investasi.kontan.co.id/v2/read/1320967600/82428/Menimbang-prospek-PT-Antam-

ASRI berencana terbitkan 1,786 miliar saham baru
http://investasi.kontan.co.id/v2/read/1320919939/82409/ASRI-berencana-terbitkan-1786-miliar-saham-baru-

MYOH Technology (MYOH, Not Rated): Transforming Into Coal Mining Contracting MYOH shareholders approved company’s rights issue plan to raise Rp539 bn (1.26 bn new shares at Rp420/share), where 98% of the proceeds will be used to pay the acquisition of Sims Jaya Kaltim – a coal mining contracting company owned by South Korean, Samtan Co. Ltd. MYOH is targeting to complete the acquisition by the end of 2011 and changing its name to Samindo Resources. Sales commentary: Samtan Co Ltd is 49% owner of coal company, Kideco Jaya Agung in East Kalimantan – along with Indika Energy (INDY, O, PT Rp3,900) with 46% stake. Kideco Jaya Agung is the third largest coal producer in Indonesia, contributing about 15% to Indonesia’s coal output. We wonder if MYOH would be Samtan’s

Samtan’s initial foray into Indonesian capital markets, before launching follow up deals down the road. (Credit Suisse)

Indo Tambangraya (ITMG, O, PT Rp55,000): 3Q11 Results – Above Our Forecast Driven by Strong Volume Growth · ITMG 3Q11 earnings came-in at US$156 mn (+49% QoQ, +90% QoQ), ahead of CS forecast of US$131 mn. The strong 3Q11 performance was driven by sales volume, which amounted to 6.8 mn tons (+31% QoQ, +35% YoY). · ITMG 9M11 earnings account for 78% and 76% of CS and consensus 2011 forecast. While 9M11 production accounts for 73% of CS 2011 estimate. · Poom Suvarnatemme expects ITMG 4Q11 earnings to be flat QoQ, amid mild improvement in prices and flat volume. · ITMG is CS top pick in the Indonesian coal space, due to its: 1) high dividend yield; 2) prudent investment track record; and 3) strong earnings growth momentum.

Sales commentary: We like ITMG amid its simple and straight-forward coal business (without the convoluted financial and investment strategies), strong balance sheet (net-cash position), good cash flow steams and minimal capex. ITMG typically pays out 80% of its earnings in dividends, and we project 2011/12 dividend yield at 12%/8.6%. While spot coal price looks rather weak at this juncture, we heard that the contract market is rather firm, amid weather-related, supply-side concerns coming out from Australia still. We are a buyer of ITMG. (Credit Suisse)