Saturday, June 4, 2011

Remainder: Workshop New Style of T.A: Basic & Intermediate "Simple & Powerful Methods For Trading Like A Pro*" Juni - Juli 2011

Bobot Workshop: 40% Teori vs 60% Praktek

Workshop CTA: "Simple & Powerful Methods For Trading Like A Pro*"
http://hitsaham.blogspot.com/2011/05/long-waited-workshop-combo-ta.html

Save Your Self From Market Correction, Even From Crash. Learn How To Win In 2 Ways Trade In IHSG
http://hitsaham.blogspot.com/2011/05/save-your-self-from-market-correction.html

Sample of Study Technical Analysis For Workshop "Simple & Powerful Methods To Trade Like A Pro" : Intraday - Yearly - 2015
http://hitsaham.blogspot.com/2011/05/sample-of-technical-analysis-for_25.html

Track Record Technical CTA 40 Saham Bulan Mei 2011
http://hitsaham.blogspot.com/2011/05/track-record-technical-cta-hitsaham-mei.html

Kalender Ekonomi & Event (06 - 10 Juni 2011): Weak US Economy Effects vs Greece Bailout = Consolidation???

Scary May Jobs Report Could Still Be a Negative for Stocks
http://www.cnbc.com/id/43273365

Equities to Lag Behind Emerging Market Stocks, Morgan Stanley Analyst Says
http://www.bloomberg.com/news/2011-06-01/expensive-indian-stocks-to-lag-behind-emerging-market-peers-morgan-says.html

Byron Wien Buys in S&P 500 Decline as Laszlo Birinyi Sees Stock Volatility
http://www.bloomberg.com/news/2011-06-02/wien-buying-in-s-p-500-decline-where-birinyi-sees-chance-of-10-correction.html

Emerging Equity Funds Post First Weekly Inflows in Three, Citigroup Says
http://www.bloomberg.com/news/2011-06-03/emerging-market-stocks-funds-report-first-inflow-in-three-weeks-citi-says.html

QE3 Would Be ‘Excessively Bearish’ for Stocks, Oppenheimer’s Belski Says
http://www.bloomberg.com/news/2011-06-01/qe3-would-be-excessively-bearish-for-stocks-oppenheimer-s-belski-says.html

Gold, Oil, Gas and Coal Will Keep Rising: Pros
http://www.cnbc.com/id/43273194

Cramer: These 4 Things Could Fix Market
http://www.cnbc.com/id/43272179

Political 'Accident' Could Derail New Greek Bailout
http://www.cnbc.com/id/43266995

Greenspan 'Scared' Over Deficit; Calls for Debt Ceiling Rise
http://www.cnbc.com/id/43264595

Correlation in Financials, Gold Is 'Disturbing': Strategist
http://www.cnbc.com/id/43252129

Some Economists Expect Recovery Later This Year
http://www.cnbc.com/id/43186918

U.S. stocks extend weekly loss streak to five
http://www.marketwatch.com/story/us-stocks-open-steeply-lower-on-may-jobs-2011-06-03

Trading Strategies
http://www.marketwatch.com/trading-strategies

Stock Touters Prey on Inflation Fears
http://www.marketwatch.com/video/asset/stock-touters-prey-on-inflation-fears-2011-06-03/78B1F45A-8F06-4523-9C2E-DE5419879F70?link=MW_home_latest_news#!78B1F45A-8F06-4523-9C2E-DE5419879F70

Asian Stocks Record Longest Losing-Streak Since Lehman’s Collapse in 2008
http://www.bloomberg.com/news/2011-06-03/asian-stocks-record-longest-losing-streak-since-lehman-collapse.html

Emerging-Market Stocks Decline on Concern U.S. Economic Growth May Slow
http://www.bloomberg.com/news/2011-06-03/emerging-stocks-rise-set-for-biggest-weekly-advance-in-six-on-fund-flows.html

Halftime: Investors Wallowing in Negative, Missing Bright Spots?
http://www.cnbc.com/id/43268588

Asian Currencies Gain a Third Week on Rising Rate Premiums, U.S. Debt Risk
http://www.bloomberg.com/news/2011-06-03/asian-currencies-gain-a-third-week-on-rising-rate-premiums-u-s-debt-risk.html

Gold May Gain on Growth Outlook, European Debt, Survey Shows
http://www.bloomberg.com/news/2011-06-02/gold-may-gain-on-growth-outlook-european-debt-survey-shows.html

EWI: The Trader Who Improved His Results: A Brief Story

The Trader Who Improved His Results: A Brief Story
http://www.elliottwave.com/freeupdates/archives/2011/06/02/A-Trader-s-Transformation--From-Struggling-to-Successful.aspx

Risk Appetite Turns to Risk Aversion -- So What's Next?
http://www.elliottwave.com/freeupdates/archives/2011/06/03/Risk-Appetite-Turns-to-Risk-Aversion----So-What-s-Next.aspx

Focus on Japan, Vietnam and China
http://www.elliottwave.com/freeupdates/archives/2011/06/03/Focus-on-Japan,-Vietnam-and-China.aspx

Greece: Europe's Lehman Brothers?
http://www.elliottwave.com/freeupdates/archives/2011/06/03/Greece-Europe-s-Lehman-Brothers.aspx

(Video) Forex: What Elliott Wave Software Do You Recommend?
http://www.elliottwave.com/freeupdates/archives/2011/06/01/VIDEO-What-Elliott-Wave-Software-Do-You-Recommend.aspx

What Do Measles Have to Do With Markets?
http://www.elliottwave.com/freeupdates/archives/2011/05/31/What-Do-Measles-Have-to-Do-With-Markets.aspx

Will the U.S. Debt Crisis Lead to "Austerity in America"?
http://www.elliottwave.com/freeupdates/archives/2011/06/01/Will-the-U.S.-Debt-Crisis-Lead-to--Austerity-in-America-.aspx

Living in the Post-QE World: If Bond Yields Rise, Then Stocks Must Fall?
http://www.elliottwave.com/freeupdates/archives/2011/06/01/Living-in-the-Post-QE-World-If-Bond-Yields-Rise,-Then-Stocks-Must-Fall.aspx

Friday, June 3, 2011

Next stop: Dow 20,000

NEW YORK (MarketWatch) — The market fell like a brick on Wednesday. People can’t handle any piece of bad news without saying “this is the big one.” We have visceral memories of May through July 2010, just a year ago. We have visceral memories of 2008, when it seemed like no end was in sight. Nobody wants to be caught trying to catch that knife with their mouths like in a circus act. You get cut up that way, and the blood isn’t pretty.

Read More: http://www.marketwatch.com/story/next-stop-dow-20000-2011-06-02

@Moon Effect's (Full Moon 2nd June) + Corrective Wave + Fase Konsolidasi (M.A) = Risk > Reward

Moon Cycle: Not a good moment until the next Full Moon on 15-17 June, after that rally until New Moon.
IHSG
IHSG
DJIA

Laporan & Rumor Saham Indonesia 03-06 (Refresh)

Inilah Daftar 'Top Foreign Buy' Jumat (3/6)
http://pasarmodal.inilah.com/read/detail/1571892/inilah-daftar-top-foreign-buy-jumat-36

Inilah Daftar 'Top Foreign Sell' Jumat (3/6)
http://pasarmodal.inilah.com/read/detail/1571872/inilah-daftar-top-foreign-sell-jumat-36

Indonesia Stocks: Astra Agro Lestari, Indika Energy, Timah
http://www.bloomberg.com/news/2011-06-03/indonesia-stocks-aneka-tambang-indika-energy-london-sumatra.html

'Selective Buying' Selamatkan IHSG di Zona Hijau. Net foreign buy sebesar Rp93,5 miliar
http://pasarmodal.inilah.com/read/detail/1571762/selective-buying-selamatkan-ihsg-di-zona-hijau

Aksi beli BBRI, BYAN dan INTP giring IHSG ke zona hijau di akhir pekan
http://investasi.kontan.co.id/v2/read/1307094368/69295/Aksi-beli-BBRI-BYAN-dan-INTP-giring-IHSG-ke-zona-hijau-di-akhir-pekan

Keluar dari Zona Merah, IHSG Rengkuh 6 Poin 
http://www.detikfinance.com/read/2011/06/03/161732/1652746/6/keluar-dari-zona-merah-ihsg-rengkuh-6-poin

Peringkat AS Terancam, Rupiah Semakin Perkasa
Kurs rupiah di pasar spot valas antar bank Jakarta, Jumat (3/6) ditutup menguat 15 poin (0,17%) ke level 8.518/8.523 per dolar AS dari posisi sebelumnya 8.533/8.543.

Saham KIAS & KONI Alami Transaksi Nego Hari Ini
http://pasarmodal.inilah.com/read/detail/1571722/saham-kias-koni-alami-transaksi-nego-hari-ini

Saham JPRS Teraktif Diperdagangkan Jumat (3/6)
http://pasarmodal.inilah.com/read/detail/1571692/saham-jprs-teraktif-diperdagangkan-jumat-36

Skybee akan Tambah Modal Tanpa HMETD
http://pasarmodal.inilah.com/read/detail/1571622/skybee-akan-tambah-modal-tanpa-hmetd

Yanaprima Incar Laba Bersih Rp23 Miliar di 2011
http://pasarmodal.inilah.com/read/detail/1571182/yanaprima-incar-laba-bersih-rp23-miliar-di-2011

Kepemilikan asing di surat utang naik, rupiah konsisten menguat sepekan ini
http://investasi.kontan.co.id/v2/read/1307097192/69298/Kepemilikan-asing-di-surat-utang-naik-rupiah-konsisten-menguat-sepekan-ini

Harga CPO melejit, saham produsen sawit pun melaju
http://investasi.kontan.co.id/v2/read/1307096239/69297/Harga-CPO-melejit-saham-produsen-sawit-pun-melaju

Valuasi kemahalan, saham BHIT tumbang hingga 4,4%
http://investasi.kontan.co.id/v2/read/1307089705/69286/Valuasi-kemahalan-saham-BHIT-tumbang-hingga-44

FASW bagi dividen Rp 45 per saham pada 23 Juni 2011
http://investasi.kontan.co.id/v2/read/1307088541/69282/FASW-bagi-dividen-Rp-45-per-saham-pada-23-Juni-2011

Tertekan Pertambangan, IHSG Sesi I Turun 0,9%. Net foreign buy sebesar Rp10,9 miliar
http://pasarmodal.inilah.com/read/detail/1571012/tertekan-pertambangan-ihsg-sesi-i-turun-09

Lesu di 'Hari Kejepit', IHSG Melemah 2 Poin
http://www.detikfinance.com/read/2011/06/03/114446/1652634/6/lesu-di-hari-kejepit-ihsg-melemah-2-poin

CHINA CNOOC Ltd Is eyeing a majority stake in Ratu Prabu Energy in efforts to bid an indirect stake in Masela gas and oil block which gas reserves of about 150 years. Price for the stake purchase is offered at BETWEEN 1.8x and 2.2X ARTI'S BOOK VALUE. ARTI BOOK VALUE AS OF MARCH 31 IS AT IDR514.

MDLN: P/E RATIO 6.4X 2011; PBV 0.73X VS INDUSTRY: 14X; PBV 2.4X AVERAGE

EXCL TP 7600 Fr CLSA

Kinerja laba melonjak, saham MDLN melesat 3,9% pagi ini
http://investasi.kontan.co.id/v2/read/1307072737/69253/Laba-bersih-melonjak-saham-MDLN-melesat-39-pagi-ini

Tercatat tidak meraih pendapatan usaha, saham RODA disuspen
http://investasi.kontan.co.id/v2/read/1307074697/69255/Tercatat-tidak-memiliki-pendapatan-usaha-saham-RODA-disuspen

Kinerja laba merosot, saham INDY lanjut melemah untuk hari yang ketiga
http://investasi.kontan.co.id/v2/read/1307071175/69252/Kinerja-laba-merosot-saham-INDY-lanjut-melemah-untuk-hari-yang-ketiga

CTRP & Lotte MoU Kelola Mall Ciputra World
http://pasarmodal.inilah.com/read/detail/1570732/ctrp-lotte-mou-kelola-mall-ciputra-world

BUMI Miliki Distribusi Batubara Lebih Efisien
http://pasarmodal.inilah.com/read/detail/1570932/bumi-miliki-distribusi-batubara-lebih-efisien

PT Bhakti Investama (BHIT) Tbk, an investment holding controlled by Tanoesoedibjo family, has reportedly sold 20.28% shares in PT Global Mediacom (BMTR) to foreign investors for Rp2.1 trillion or about US$246 million. Detik.com reported today that PT MNC Securities, affiliated to Bhakti, facilitated the crossing of 1.463 billion shares Wednesday (June 1) at Rp752.56 per share or a discount of 10.44% from yesterday’s closing. Global Mediacom closed lower by 1.19% to Rp830 Wednesday.

On Monday, MNC also facilitated the crossing of shares worth Rp191 billion, followed with the crossing of shares worth Rp811 billion on Tuesday. Bhakti controlled 51.57% BMTR shares before the crossing. Other shareholders are PT Asriland (12.29%), MediaCorp Investments Pte Ltd (6.18%), and public (29.96%). At Rp830 per share, Global Mediacom, controlling shareholder of PT Media Nusantara Citra (MNCN) Tbk, has market capitalization of Rp11.44 trillion or about US$1.3 billion. Global Mediacom controls 71.46% shares in MNCN, which controls 100% shares in PT Rajawali Citra Televisi Indonesia (RCTI). (Theindonesiatoday)

202 GMT  [Dow Jones] Indonesian shares are likely to fall, weighed by weak U.S. markets and amid an absence of fresh leads, traders say. They expect the main index in a 3820-3850 range after it ended up 0.02% Wednesday at 3837.761. Indonesian markets were closed Thursday for a holiday. "I expect that market volume will be very thin as many investors, mostly locals, are still on holiday," says a trader with a local securities firm. Car maker Astra (ASII.JK) and cement producer Holcim Indonesia (SMCB.JK) may lead falls on profit-taking after recent gains

Trades of the Day...Fundamentally:
CIMB mempertahankan rating OUTPERFORM untuk Jasa Marga (JSMR) dengan target harga Rp4600 berdasarkan metode DCF (WACC 10%). Kami baru saja mengunjungi emiten setelah akuisisi konsesi terbaru dan update tentang UU pembebasan lahan. Upside untuk FY13 masih tergantung pada UU ini sementara perubahan aturan akuntansi terhadap overlay spending akan mulai pada 2012 serta initial cost untuk projek baru. Kami memangkas EPS FY12-13 sebesar 8-9% dengan katalis jangka pendek dari akuisisi projek baru.

Agenda Juni 2011
03 Juni 2011 Rups Bapa, Kias, Koin, Lmpi, Ahap, Alka, Ypas, Cum Dev ACES 51,85

06 Juni 2011 Rups Esti, BRMS, Smsm, , Pudp, KRAS, , (PTBA),  BISI, ICON, Pan Pacifik Int, Cum Dev MEGA 3,450, Cum Bonus MEGA 500.000:73.043, Cum Dev BBCA 70,  Cum Dev Fasw 45,  Cum Dev WIKA 16,68

07 Juni 2011 Rups Tembaga Mulia Semanan, BYAN, Jaya Kontruksi Manggala, WINS, APLN, BTEL,
Cum Dev SMDR 160, Cum Dev TRAM

08 Juni 2011 Rups MBAI, JPFA, KREN, SMRA, Smar,Renuka Colindo, MRAT, Pembangunan Jaya ANcol, JRPT, INDY, ARGO, Maskapai Reasurance, ASBI  Cum Dev PANS 80

09 Juni 2011 RDG BI Rate, Rups Asbi, Davo, Rmba, HD Capital,  Taisho Pharmachetical, Akpi, AMRT, ASRI, Bram, SGRO, Elty, INAF, PTBA, MAIN, Bipp, Listing IPO Salim Ivomas, Indo Kodsa, Cum Dev Wahana Otto Multiartha 14,  Cum Dev ADMF 954,14,  Cum Dev Pool Advista T 60,  Pool Advista Indonesia 140,  Cum Dev Wika 16,68

Thursday (Financial time): DELTA DUNIA ( DOID.jk ) -- According to today's newspaper in singapore says Singaopore ( GIC )will buy the right issue which will be issued by DOID. Source of the doid say that this right issue will be announced on the 13th june. Price range 1100 - 1200 idr. On wednesday doid price closed at 1180. There are news say that Northstar has an obligation to maintain the stock at a price 1200 - 1300 idr. Because to hold a right issue. one of its requirements doid stock price must be above 1200 idr  That's why doid price range 1200 - 1300 idr.we try to call Mr Patric walujo,but the phone is not active.

∙ ASRI laba 1Q11 naik 151,61% jadi Rp 158,47 miliar

CC)Indonesian coking coal outlook:
Conclusion:
☑  BORN, the only listed coking coal in Indonesia, should gain from the coking coal potential  global market considering its high quality product.
☑  Coal producers who have less efficient logistic infrastructure are likely to experience higher cost per ton basis in long term. In our perpective, coal producers that have average haul distance less than 50-60km are more cost-competitive and more preferrable like BUMI (7 – 55km), INDY (Kideco – 38km), HRUM (45-50km) and ITMG (38-60km) are preferrable.
☑  Despite of lack proven economically feasible for low rank coal upgrading technology, but we believe the evolving technology remain intact and improving which make Indonesian abundant low rank coal becoming more attractive in coming years.

Stocks to watch:
BMRI- the President Director said its FY11 net profit could grow by 20%. If that's the case, the number should be around Rp11tn, in line with consensus of Rp11.8tn

UNSP- 1Q11 net profit jumped by 256% yoy to Rp229.6bn- strong result since it's already 43% of FY11 market consensus (Rp530.5bn)

DOID- posted 1Q11 net profit of Rp165bn (+8% yoy)- it's 26% of FY11 consensus of Rp632bn

ENRG- Reignwood Int'l Investment has pledged 6.4bn shares of ENRG to the Siam Commercial Bank Public Company Ltd. No other details were given

CTRP- Detik News reported that Lotte Group has signed an agreement to lease and manage the entire of Ciputra World for 20 years. Ciputra World is a 130K m2 super-block which is scheduled to open in 2H12

BTEL- posted a net loss of Rp41bn in 1Q11 vs a profit of Rp29bn in 1Q10

Here is a Bumi comment on above:-
"Largest KPC mine distance to port is 13.5 km (through hi speed conveyor, 32 m tons/annum, in 25 min) - the 2nd conveyor (commissioning H1'12 latest) will double capacity to 64 m tons/pa. Transporting by conveyors is not only more weather insensitive but operating costs are lower by min 6x vs trucking/barging. So Bumi stands to benefit most"

Bloomberg: Tiga Pilar Sets Revenue Target of 2.2 Tln Rupiah, Daily Reports

Bloomberg: Krakatau Steel Seeks $500 Mln of Loans From China, Bisnis Says

Bloomberg: Bank Jabar Banten Rated New Buy, PT 1,650 Rupiah at UOB Kay Hian

Bloomberg: Indika Energy 1Q Net Falls to 265.2 Billion Rupiah, Bisnis Says

BLOOMBERG: *BAKRIE TELECOM PRICE EST. 185 RUPIAH AT CREDIT SUISSE

Bloomberg: OPEC Export Growth to Slow on Weaker Demand, Oil Movements Says

Bloomberg: Intl Nickel Indonesia Cut to 'Neutral' at JPMorgan

Sarulla lepas dari MEDC
http://investasi.kontan.co.id/v2/read/1307064803/69244/Sarulla-lepas-dari-MEDC-

RUMOR PASAR
Dilirik Lakhsmi Mittal, JPRS Menuju Rp 1000
http://pasarmodal.inilah.com/read/detail/1570232/dilirik-lakhsmi-mittal-jprs-menuju-rp-1000

APLN Anggarkan Rp240M Akuisisi GPL
http://pasarmodal.inilah.com/read/detail/1569582/apln-anggarkan-rp240m-akuisisi-gpl

DSSA akan Bangun IPP di Sumsel
http://pasarmodal.inilah.com/read/detail/1570562/dssa-akan-bangun-ipp-di-sumsel

                                ++++++++++++++++++++++++

Antisipasi data tenaga kerja, Dow Jones dan Standard & Poor's tumbang
http://investasi.kontan.co.id/v2/read/1307063803/69241/Antisipasi-data-tenaga-kerja-Dow-Jones-dan-Standard-Poors-tumbang

Investasi besar-besaran membuat BTEL merugi
http://investasi.kontan.co.id/v2/read/1307060555/69236/Investasi-besar-besaran-membuat-BTEL-merugi

Krakatau Steel mencari pinjaman US$ 500 juta
http://investasi.kontan.co.id/v2/read/1307058958/69233/Krakatau-Steel-mencari-pinjaman-US-500-juta

Setelah kuasi reorganisasi, aset ADMG jadi Rp 4,79 triliun
http://investasi.kontan.co.id/v2/read/1307057606/69231/Setelah-kuasi-reorganisasi-aset-ADMG-jadi-Rp-479-triliun

Lunasi obligasi, UNSP cari pinjaman US$ 200 juta
http://investasi.kontan.co.id/v2/read/1306992908/69193/Lunasi-obligasi-UNSP-cari-pinjaman-US-200-juta

Berlina Raih Kontrak dari Produsen Kosmetik Dunia
http://pasarmodal.inilah.com/read/detail/1570542/berlina-raih-kontrak-dari-produsen-kosmetik-dunia

Akhir Pekan, Cermati Saham Berdividen
http://pasarmodal.inilah.com/read/detail/1570212/akhir-pekan-cermati-saham-berdividen

Inilah Bukti Kegagalan 'Quantitative Easing' AS
http://pasarmodal.inilah.com/read/detail/1570142/inilah-bukti-kegagalan-quantitative-easing-as

INDY Targetkan Produksi Batu Bara 33 Juta Ton
http://pasarmodal.inilah.com/read/detail/1569462/indy-targetkan-produksi-batu-bara-33-juta-ton

RUPSLB MTFN Setujui Stock Split 1:5
http://pasarmodal.inilah.com/read/detail/1569642/rupslb-mtfn-setujui-stock-split-15

Listing di London Katalis Penguatan BUMI
http://pasarmodal.inilah.com/read/detail/1570132/listing-di-london-katalis-penguatan-bumi

Inilah Pilihan Saham Jumat (3/6)
http://pasarmodal.inilah.com/read/detail/1569312/inilah-pilihan-saham-jumat-36

Pertamina Gaet Konsorsium Adhi Karya Garap Proyek CPP
http://economy.okezone.com/read/2011/06/03/320/463998/pertamina-gaet-konsorsium-adhi-karya-garap-proyek-cpp

Stocks lost steam in the last few minutes of trading to close mixed Thursday ahead of the government's monthly jobs figure and after EU officials said no agreement has been reached on additional funding for Greece.

Dow.      12248.55.  -41.59.   -0.34%
Nasdaq.   2773.31.  +4.12.   +0.15%
S&P 500. 1312.94.  -1.61.     -0.12%
FTSE.       5847.92.  -80.69.   -1.36%
Dax.        7074.12.  -143.31.  -1.99%
CAC40.    3889.87.  -74.94.    -1.89%Oil.           100.40.   +0.11.    +0.11%
Gold.       1532.700.-10.500.  -0.68%
Rupiah.   8542.5
Euro.       1.4492

TLKM.  35.85 +0.15+0.42%. Rp 7656
ISAT.    30.15.-0.02. -0.07%.  Rp 5151 Vallar.  1189. +4,00.+0,34%.
EIDO.   31.41.+0.16.+0.51%

Timah.      26460.   -895.       -3.27%
Nickel.      22720.   -425.       -1.84%

CPOAgt 3403RM+43RM+1.28%$1133
Corn.         766.500. +8.000. +1.05%
SoybeanOil.58.910.  +0.480. +0.82%
Wheat.      769.750.  +10.500+1.38%

Coal 27May 119.47 vs.116.80

Wednesday, June 1, 2011

Sell In May May Continue If You Believe The MS Cyclical Index

We concur with Paul Simon of Tactical Allocation Group, the mild sell off in stocks in May 2011 will continue and it may accelerate into June. He confirms the cyclical stocks have already rolled over, however we must add that we have a powerful dominant cycle within the Morgan Stanley Cyclical index of 175 weekly periods that holds 100% success rate, we for one will not argue with it.

Read More: http://www.dailymarkets.com/stock/2011/05/28/sell-in-may-may-continue-if-you-believe-the-ms-cyclical-index/

Why the bulls are set up for a fall in June
http://www.marketwatch.com/story/why-the-bulls-are-set-up-for-a-fall-in-june-2011-06-01?link=MW_story_insert

The end of QE2

http://www.marketwatch.com/trading-strategies

@BMTR - INTA -TSPC (Bullish Continuation) vs ENRG vs ELTY (Bull Reversal???)

ELTY: Buy area 157-160 (cicil beli) target 172/185 stop loss di bawah 149. 
TSPC: Buy area 2.125-2.150 target 2.225 stop loss dibawah 2.075, jika tembus add buy target 2.450.
INTA: Buy area 3.775-3.825 target 3.575 target 4.075/4.250.
BMTR: Buy area 800/810 target 870, jika tembus add buy target 1000, stop loss dibawah 750
ENRG: Buy area 195-200 (cicil beli) target 225/255/310, stop loss dibawah 178

Laporan & Rumor Saham Indonesia 01-06 (Refresh)

BLOOMBERG: *INDIKA DIRECTOR COMMENTS ON FIRST-QUARTER COAL PRODUCTION. *INDIKA'S KIDECO 1Q COAL OUTPUT AT 7.6M TONS, DIRECTOR SAYS

Bloomberg: Holcim Indonesia Cut to 'Hold' at Samuel Sekuritas

Bloomberg: Indonesia May Produce 20 Million Tons of Coal, Coalportal Says

Bloomberg: Astra Gains, Biggest Boost to Index, as Unit Targets Growth

Bloomberg: Bina Puri Wins Contracts to Operate Two Indonesia Power Plants

Investor Ragu-ragu, IHSG Stagnan 
http://www.detikfinance.com/read/2011/06/01/160715/1651949/6/investor-ragu-ragu-ihsg-stagnan

Pergerakan liar indeks berakhir dengan kenaikan 0,02%
http://investasi.kontan.co.id/v2/read/1306920075/69156/Pergerakan-liar-indeks-berakhir-dengan-kenaikan-002

Asing 'Net Buy', IHSG Rabu Sore Menguat 0,02%. Net foreign buy sebesar Rp611,6 miliar
http://pasarmodal.inilah.com/read/detail/1566762/asing-net-buy-ihsg-rabu-sore-menguat-002

SERA luncurkan obligasi senilai Rp 800 miliar
http://investasi.kontan.co.id/v2/read/1306913397/69143/SERA-luncurkan-obligasi-senilai-Rp-800-miliar

Rupiah Ditutup Menguat!
http://economy.okezone.com/read/2011/06/01/278/463544/rupiah-ditutup-menguat

03 Juni 2011 Rups Bapa, Kias, Koin, Lmpi, Ahap, Alka, Ypas, Cum Dev ACES 51,85  cum stock split inta 5:1

06 Juni 2011 Rups Esti, BRMS, Smsm, , Pudp, KRAS, , (PTBA),  BISI, ICON, Pan Pacifik Int, Cum Dev MEGA 3,450, Cum Bonus MEGA 500.000:73.043, Cum Dev BBCA 70,  Cum Dev Fasw 45,  Cum Dev WIKA 16,68

07 Juni 2011 Rups Tembaga Mulia Semanan, BYAN, Jaya Kontruksi Manggala, WINS, APLN, BTEL, Cum Dev SMDR 160, Cum Dev TRAM

ENRG --Reignwood International Investment (Group) Company Limited telah melakukan perjanjian gadai saham dengan Siam Commercial Bank Public Company Limited, Hong Kong Branch pada 19 Mei 2011. dengan menjaminkan sahamnya yang ada di ENRG sebanyak 2.769.550.304 saham.

JAKARTA. PT Bakrie Sumatera Plantations Tbk (UNSP) akan membagikan dividen 7,47% dari laba bersih 2010 sebesar Rp 60,2 miliar. "Nilai dividen setara Rp 4,3 per saham," ujar Presiden Direktur UNSP Ambono Januarianto, Rabu, (1/6). Terkait hal itu, recording date akan dilakukan pada 12 Agustus 2011,sedangkan pembagian dividen pada 26 Agustus 2011.Sekadar tambahan informasi, UNSP tahun lalu mencatatkan kenaikan laba bersih sebesar 219% dibandingkan 2010 menjadi Rp 805,6 miliar.

Saham Unggulan Positif, IHSG Sesi I Menguat 0,27%. Net foreign buy sebesar Rp136,14 miliar
http://pasarmodal.inilah.com/read/detail/1565642/saham-unggulan-positif-ihsg-sesi-i-menguat-027

Pendapatan usaha anjlok, EMDE mengalami rugi bersih di kuartal I 2011
http://investasi.kontan.co.id/v2/read/1306909911/69129/Pendapatan-usaha-anjlok-EMDE-mengalami-rugi-bersih-di-kuartal-I-2011

Sesi Dua, Pilih Saham Bakrie dan Astra
http://pasarmodal.inilah.com/read/detail/1565602/sesi-dua-pilih-saham-bakrie-dan-astra

Mei Inflasi Tipis, IHSG Menguat 10 Poin
http://www.detikfinance.com/read/2011/06/01/120433/1651598/6/mei-inflasi-tipis-ihsg-menguat-10-poin

Analis: Harga minyak akan bertengger di US$ 105 dalam beberapa hari ke depan
http://investasi.kontan.co.id/v2/read/1306911166/69133/Analis-Harga-minyak-akan-bertengger-di-US-105-dalam-beberapa-hari-ke-depan

bumi: sales volume for the first quarter of 2011 may be at 14 million metric tons vs 16 million tons in the same period a year earlier. Average selling price is at around $83 vs $63 in the same period a year earlier. Sales at $1.16 billion vs $1.01 billion (up 15%). In the first quarter of 2011, Bumi may accrue $35 million in gains from the cancelation of Galo Oil stake sale. Net profit for the first quarter may rise to $127 million vs $96.58 million in the first quarter of 2010. (up 31%). Bumi will announce its first-quarter earnings on June 11 under a limited audit review.

DEWA: coal sales volume for 2011 may double to around 10 million metric tons from 4.5 million tons in 2010. Sales may be at $450 vs $230 million in 2010 (Up 96%). Net profit may be at $51 million vs $590,000 at the end of 2010. TP IDR250

* Indonesia May CPI +0.12% On Month; Mkt Expected +0.03%
*Indonesia May CPI +5.98% On Year; Mkt Expected +5.9%

Dalam 5 Bulan, Aksi Beli Asing Capai Rp14,5 T
http://pasarmodal.inilah.com/read/detail/1565412/dalam-5-bulan-aksi-beli-asing-capai-rp145-t

Harga minyak meroket, saham GIAA terjungkal
http://investasi.kontan.co.id/v2/read/1306901129/69111/Harga-minyak-meroket-saham-GIAA-terjungkal

Meroket 6,5%, saham ASRI terus cetak rekor
http://investasi.kontan.co.id/v2/read/1306900542/69107/Meroket-65-saham-ASRI-terus-cetak-rekor

Laba bersih melonjak dua kali lipat, saham ASRI mencetak rekor
http://investasi.kontan.co.id/v2/read/1306898662/69100/Laba-bersih-melonjak-dua-kali-lipat-saham-ASRI-mencetak-rekor-

Bank Pundi Right Issue Rp100/Saham
http://economy.okezone.com/read/2011/06/01/278/463362/bank-pundi-right-issue-rp100-saham

Mining: Bumi Resources (BUMI.IJ) indicated coal production in 1Q11 to have fallen by 7.4% y/y to 14m tons. Revenue is expected to come in at US$1.2b, up 11% y/y, driven by 27% y/y higher ASP of US$80/ton. Separately, President Director of Bumi Resources, Ari S Hudaya, denies speculation that CIC will convert its US$1.9b debt into shares.▪▪ Mining: Corporate Secretary of Adaro Energy (ADRO.IJ), Mr Devindra Ratzarwin, disclosed that the company plans to acquire four coal mines in Kalimantan and Sumatra this year.  Adaro intends to acquire majority ownership in the mines and will not require any partners. (Kim eng)

http://indostockpromo.com/research/57-bumi-ij-ticket-to-be-a-billionaire.html

From DBS Inst Sales " ‎​Dear all, the rumor that spread yesterday about BUMI $165 millions Q1 earning seem inaccurate ,the figure is likely to be the operating profit, in my view.
The median consensus on Bloomberg is $ 499.05 millions FY11, my bullish view might see it to be $600 million maximum (without any positive surprise). As the sales volume trend would be 40-45% on H1 and 55-60% for H2, the earning for BUMI is likely to be $100-112.5 million, based on Blommberg estimates or $120-135 millions, based on my bullish view. So the rumors might be excessive (except there is a big bath earning that's unlikely in my view)
This is NOT a SELL call for BUMI, just to neutralized the possibilities of too high expectation by the market, that is based just on the rumor....

Laba Indika Energy Tergerus 8,5% Menjadi Rp 266 Miliar
Gb
PT Indika Energy Tbk (INDY) sepanjang triwulan I-2011 mencatat laba bersih Rp 266,163 miliar, turun 8,56% dari periode yang sama tahun lalu, Rp 292,55 miliar.

Delta Dunia: 1Q11 net profit of Rp165bn, equivalent to 26.1% of consensus’ FY11F (DOID, Rp1,170)
·    DOID posted 1Q11 net income of Rp165bn (+7.8%yoy) or equivalent to 26.1% of consensus’ FY11F. Historically, 1Q has the highest rainfall; therefore, lowest production numbers.
·    Overburden (OB) removal production (80% of DOID’s revenues) up by 23%yoy. At the same time, coal production fell by 2.4%yoy. As OB removal increased while coal production decreased, stripping ratio increased from 7.7x to 9.6x (+26%yoy).
·    In addition to OB increase, revenue growth yoy was also supported by longer hauling distance (+20%yoy).
·    DOID trades at PER11-12F consensus of 12.9x - 9.8x.

Admg expecting the 804% y/y net profit growth to Rp339b in FY11 from Rp37.5b in FY10. Meanwhile, sales is expected to grow 24% y/y to Rp4.5t in FY11.

EKAD NOW TRADES AT A P/E RATIO OF 5X 2011 EARNINGS; 1.65X PBV VS FAIR VALUE OF IDR490

UNSP laba bersih naik 256.9% y/y di Q1 2011.

Trades of the Day...Fundamentally:
CIMB mempertahankan rating OUTPERFORM untuk Alam Sutera (ASRI) dengan target harga Rp460 (dari Rp380) berdasarkan metode DCF (WACC 13%). ASRI tetap menjadi top pick kami dengan katalis dari margin expansion dan launching township baru. Laba bersih inti 1Q11 sebesar Rp153bn diatas ekspektasi sebesar 21%, mengingat seasonality. Alasan utama adalah penjualan yang lebih tinggi dengan margin yang sejalan. Kami menaikan FY11-12 EPS sebesar 3-5% namun memangkas FY13 estimates 8% karena earning recognition untuk Pasar Kemis.

EKAD::: Nilai dividen yang akan dibagikan itu sekitar 18% dari total laba bersih Ekadharma pada tahun lalu sebesar Rp24,48 miliar. Keputusan tersebut sudah mendapatkan persetujuan sebanyak 80,05% pemegang saham yang hadir dalam RUPS Tahunan yang digelar, hari ini. Pembayaran dividen akan dibayarkan 1 bulan setelah RUPS Tahunan digelar sesuai ketentuan yang berlaku. Selain itu, pemegang saham juga menyetujui rencana perseroan membagikan saham bonus yang berasal dari kapitalisasi agio saham. Saham bonus akan diberikan dengan nilai nominal Rp50 per lembar saham kepada seluruh pemegang saham dengan rasio 5 saham lama mendapat 1 saham baru.

SMGR has to shut down its subsidiary, Semen Tonasa, due to electrical problem. This would make SMGR loss 40,000 tons output in the next ten days.

Bumi Resources (BUMI) telah membayar utang sebesar US$300 juta kepada beberapa kreditor sepanjang tahun ini. Sumber dana berasal dari kas internal. Perseroan berencana membayar utang US$1 miliar tahun ini. Pereseroan juga berencana akan membayar utang kepada China Investment Corporation (CIC). Total utang perseroan kepada CIC mencapai US$1,9 miliar dengan bunga 19% dan jatuh tempo pada 2013.

Truba Alam Manunggal Engineering (TRUB) mengantongi kontrak senilai Rp87 miliar dari International Nickel Indonesia (INCO). Dalam kontrak ini, TRUB akan membangun electric furnace unit 2, rotary klin unit 1 dan 2 milik INCO. Nilai kontrak pembangunan electric furnace mencapai Rp63,2 miliar sementara kontrak pembangunan rotary klin mencapai US$2,8 juta.

Menurut Wood Mackenzie Research Consultancy, Indonesia meningkatkan output batu bara sebesar 71% pada tahun 2020 yang dipimpin oleh Bumi Resources (BUMI) dan Adaro Energy (ADRO). Produksi akan meningkat menjadi 515 juta metrik ton dari 301 juta pada tahun 2010. Output diproyeksikan mencapai 341 juta ton pada tahun 2011 ini. Investasi pada aset batu bara hampir double menjadi USD 1,9 miliar dari USD 987 juta di tahun 2010 dan diproyeksikan USD 1,8 miliar di tahun 2012.

Produsen pulp & kertas industri di bawah kendali Grup Sinarmas, PT Indah Kiat Pulp and Paper Tbk, membukukan rugi bersih sebesar US$11,79 juta pada kuartal I/2011 dibandingkan dengan laba bersih US$44,63 juta pada periode yang sama tahun lalu. Rugi komprehensif yang dapat diatribusikan kepada pemilik entitas induk sebesar US$11,78 juta. Rugi bersih per saham dasar yang diatribusikan kepada pemilik entitas induk dilaporkan mencapai US$0,0022. (bisnis/uth)

PT Capitalinc Investment Tbk mencatat rugi bersih sebesar Rp1,64 miliar pada kuartal I/2011 dibandingkan dengan laba bersih sebesar Rp1,38 miliar yang dibukukan pada periode yang sama tahun lalu. Direktur Utama Capitalinc Investment Ong Seng Hoo mengatakan kerugian yang dialami perseroan akibat jumlah beban yang meningkat pada periode tersebut, meskipun pendapatan mencatat pertumbuhan. "Rugi periode berjalan sebesar Rp1,64 miliar pada kuartal pertama tahun ini, sedangkan pada periode yang sama tahun lalu mengalami laba sebesar Rp1,38 miliar. Jumlah beban naik menjadi Rp10,19 miliar dari Rp5,57 miliar," katanya dalam keterbukaan informasi kepada Bursa Efek Indonesia sore ini. (bisnis/wf)

PT Kalbe Farma Tbk (KLBF) akan mengembangkan usahanya di lima negara Asia Tenggara dalam lima tahun ke depan. Kelima negara tersebut adalah Singapura, Malaysia, Filipina, Thailand, dan Vietnam. Untuk itu, perseroan menyiapkan dana hingga Rp 500 miliar. Kalbe Farma mengalokasikan Rp 50-100 miliar untuk setiap negara. Selain ekspansi produk, perseroan juga berencana membangun pabrik, akuisisi, maupun membentuk perusahaan patungan joint ventura dengan perusahaan setempat Direktur Keuangan Kalbe Farma Vidjongtius mengatakan, strategi ekspansi di Asia Tenggara akan diawali dengan masuknya produk minuman berenergi (Extra Joss) serta obat batuk dan permen pelega tenggorokan (Woods). (investor/wsn)

Pemegang Saham PT Indofood CBP Tbk (ICBP) menyetujui pembagian dividen sebesar Rp116 per lembar atau setara 40% dari total laba bersih yang dicatatkan perseroan sepanjang tahun lalu senilai Rp1,7 triliun. Direktur Utama dan CEO ICBP Anthoni Salim mengatakan pembagian dividen tersebut akan dilaksanakan pada 7 Juli 2011 mendatang. "Dalam RUPST perusahaan berhasil menyepakati beberapa hal, termasuk pembagian dividen sebesar Rp116 per lembar saham. Ini merupakan bentuk apresiasi kami terhadap dukungan penuh pemegang saham terhadap perseroan, sekaligus bukti optimisme perseroan dalam melihat tantangan ke depan," tukasnya usai pelaksanaan RUPST, di Jakarta, Jumat (27/5). (okezone/wsn)

Saham ADRO Lebih Atraktif untuk Bulanan
http://pasarmodal.inilah.com/read/detail/1564202/saham-adro-lebih-atraktif-untuk-bulanan

Garuda Tambah Armada 69 Peswat hingga 2015
http://pasarmodal.inilah.com/read/detail/1564992/garuda-tambah-armada-69-peswat-hingga-2015

Bloomberg: Adaro Energy to Allocate $625 Million for Capex, Daily Reports

Bloomberg: Metropolitan Land Sets IPO Price at 240 Rupiah, Bisnis Reports

Rumor
INVESTOR mulai memburu saham PT Gunawan Dianjaya Steel Tbk (GDST). Hal ini dipicu naiknya laba kuartal I-2011 sebesar 55,7% menjadi Rp 62,91 miliar. Selain itu, satu perusahaan asing berniat masuk dalam kepemilikan saham perseroan. Sejalan dengan itu, GDST bakal diangkat ke level Rp 250 dalam waktu dekat. Kemarin, saham GDST naik Rp 16 (10,4%) ke level Rp 166.

Asing Incar ADMG
PERUSAHAAN multinasional yang bergerak di bidang poliester dan benang kabarnya sedang mengincar saham PT Polychem Indonesia Tbk (ADMG). Di sisi lain, perseroan mulai mengoperasikan PLTU sendiri yang bisa menciptakan efisiensi. Akibatnya, laba bersih diproyeksikan bisa naik 800%, sehingga harga saham bisa menyentuh level Rp 1.250. Saham ADMG kemarin turun Rp 20 (-3,51%) ke level Rp 550.

Cermati ELTY
SAHAM PT Bakrieland Development Tbk (ELTY) disebut-sebut pelaku pasar bakal menuju level Rp 500. Ini menyusul mencuatnya kabar perseroan akan menjalin kemitraan dengan PT Sarinah. Rencana perseroan memperbanyak land bank dan menggelar IPO anak perusahaan juga turut menjadi sentiment positif. Pada perdagangan kemarin, saham ELTY naik Rp 2 (1,26%) ke level 161

Rugi Bersih Bakrie Telecom Rp41,1 Miliar
Operator telekomunikasi PT Bakrie Telecom Tbk pada kuartal I/2011 mengalami rugi bersih Rp41,1 miliar. Meski demikian, perseroan menilai rugi bersih itu wajar karena konsekuensi dari upaya peningkatan investasi guna menajamkan penetrasi di layanan data.Dalam keterbukaan informasi di situs Bursa Efek Indonesia malam ini, Bakrie Telecom menyatakan investasi di layanan data akan memberikan kontribusi terhadap kemajuan telekomunikasi nasional karena terbuka akses Internet bagi masyarat.Bakrie Telecom dalam 3 bulan pertama tahun ini membukukan pendapatan usaha Rp900 miliar atau naik tipis 0,7% dibandingkan dengan perolehan pada periode yang sama 2010 sebesar Rp893,6 miliar.Pendapatan bersih perseroan berkode BTEL itu meningkat 1,3% atau dari Rp708,5 miliar menjadi Rp717,9 miliar. Kenaikan pendapatan itu disebabkan pertumbuhan jumlah pelanggan sebesar 23,2% menjadi 13,6 juta pelanggan dari sebelumnya 11 juta pelanggan.

ADRO akan Akuisisi 4 Perusahaan Batubara
http://pasarmodal.inilah.com/read/detail/1564912/adro-akan-akuisisi-4-perusahaan-batubara

CTRA mencari peruntungan sampai Negeri China
http://investasi.kontan.co.id/v2/read/1306892321/69084/CTRA-mencari-peruntungan-sampai-Negeri-China

PTPN III dan Golden Energy mematangkan rencana IPO
http://investasi.kontan.co.id/v2/read/1306891534/69082/PTPN-III-dan-Golden-Energy-mematangkan-rencana-IPO

Modal 10 perusahaan efek masih mepet
http://investasi.kontan.co.id/v2/read/1306889792/69078/Modal-10-perusahaan-efek-masih-mepet

Cek agenda penting di pasar Asia hari ini!
http://investasi.kontan.co.id/v2/read/1306887766/69075/Cek-agenda-penting-di-pasar-Asia-hari-ini

Kembangan bisnis batubara, DSAA tak bagi dividen
http://investasi.kontan.co.id/v2/read/1306843758/69053/Kembangan-bisnis-batubara-DSAA-tak-bagi-dividen

ELTY Jalin Kerjasama dengan PT Sarinah
http://pasarmodal.inilah.com/read/detail/1564892/elty-jalin-kerjasama-dengan-pt-sarinah

Mongolian Mining Beli Tambang Batu Bara Kokas
http://pasarmodal.inilah.com/read/detail/1564842/mongolian-mining-beli-tambang-batu-bara-kokas

AUTO 'Stock Split' Mulai 11-30 Juni 2011
http://pasarmodal.inilah.com/read/detail/1564862/auto-stock-split-mulai-11-30-juni-2011

Volatilitas Saham BORN Sangat Atraktif
http://pasarmodal.inilah.com/read/detail/1564212/volatilitas-saham-born-sangat-atraktif

Metland tetapkan harga saham IPO sebesar Rp 240 per saham
http://investasi.kontan.co.id/v2/read/1306849358/69056/Metland-tetapkan-harga-saham-IPO-sebesar-Rp-240-per-saham-

Roadmap krisis Yunani turut membuat Wall Street bergairah
http://investasi.kontan.co.id/v2/read/1306884940/69073/Roadmap-krisis-Yunani-turut-membuat-Wall-Street-bergairah

Sambut Libur Panjang, IHSG Tak Akan Agresif
http://economy.okezone.com/read/2011/06/01/278/463296/sambut-libur-panjang-ihsg-tak-akan-agresif

Kapitalisasi 20 Saham Bluechips Capai Rp2.000 Triliun
http://economy.okezone.com/read/2011/06/01/278/463292/kapitalisasi-20-saham-bluechips-capai-rp2-000-triliun

Pasca-Tender Offer, Bapepam Perpanjang Waktu Refloat Saham
http://economy.okezone.com/read/2011/06/01/278/463289/pasca-tender-offer-bapepam-perpanjang-waktu-refloat-saham

Stocks ended higher for the day on optimism over prospects of a Greek bailout package, despite several reports of economic weakness, but the gains weren't enough to erase a month of losses.
Dow.      12569.79. +128.21+1.03%
Nasdaq.   2835.30. +38.44. +1.37%
S&P 500. 1345.20. +14.10. +1.06%
FTSE.       5989.99. +51.12. +0.86%
Dax.        7293.69.  +133.39+1.86%
CAC40.    4006.94.  +64.41. +1.63%Oil.           102.70.   +2.11.   +2.10%
Gold.       1536.800.-0.500.   -0.03%
Rupiah.   8542.5
Euro.       1.4394

TLKM.  35.98.+0.18.+0.50% Rp 7684
ISAT.    30.35.+0.22.+0.73%.Rp 5185 Vallar.  1175.  -10,00. -0,84%.
EIDO.   31.75.+0.24.  +0.76%

Timah.      27650.   +540.     +1.99%
Nickel.      23450.   +275.     +1.74%

CPOAgt 3393RM -15RM-0.44%$1129
Corn.         747.500.-11.000. -1.45%
SoybeanOil.58.490. -0.120.   -0.20%
Wheat.      782.250.-37.500. -4.57%
Coal 27May 119.47 vs.116.80(20May)

Tuesday, May 31, 2011

Track Record Technical CTA 40 Saham Bulan Mei 2011

Technical CPO 1 Pekan: CTA 31/05: Hold Buy UNSP (435/440), GZCO (375-380) http://hitsaham.blogspot.com/2011/05/blog-post_31.html

Technical Prospek Coal 18/05: Hold Buy: BUMI (Done Profit; 3.300), ADRO (Done Profit, + 2.425); ITMG (Done Profit); PTBA (21.000), BORN (1.500), DOID (1.230)
http://hitsaham.blogspot.com/2011/05/prospek-saham-coal-1-2-pekan-mendatang.html

Technical CTA 18/05: Hold Buy: ADMG (Done Loss; 550), BHIT (Done Profit 171; 182 tgt 196), POLY (Done Profit). http://hitsaham.blogspot.com/2011/05/blog-post_18.html

Technical CTA 20/05: Hold Buy UNSP (435); ELTY (Done Loss); SIPD (63).
http://hitsaham.blogspot.com/2011/05/blog-post_8800.html

Technical CTA 26/05: Hold Buy LPKR (640), CPIN (1.900), INCO (4.875).
http://hitsaham.blogspot.com/2011/05/bottom-reversal-pattern-lpkr-cpin-inco.html

Technical CTA 23/05: Hold Buy BNBR 83 stop loss dibawah 72
http://hitsaham.blogspot.com/2011/05/bnbr-vs-sipd-how-long-can-you-go.html

Technical CTA 19/05: Hold Buy JPRS (700, wait to buy 620/630), NIKL 380/390
http://hitsaham.blogspot.com/2011/05/blog-post_19.html

Technical Bank Ahead of Inflation Data 27/05: Hold Buy BBRI (7.200); BBNI (3.800), BBCA (7.200), BMRI (7.000), BBTN (1.610), BJBR (1.220), BBKP (720), BNGA (1.710), PNBN (1.020). http://hitsaham.blogspot.com/2011/05/potential-rally-for-9-lagging-banking.html

Technical CTA 11/05: Hold Buy: ASII (58.950), ENRG (Done Profit; Hold target 310); BBRI (6.250), MNCN (DOne Profit; 920), TRUB (Done Profit). http://hitsaham.blogspot.com/2011/05/asii-enrg-apakah-masih-bullish.html. 29/04: BWPT 1.170 (Done Profit: 1.220), BTPN 2.800, BBNI 3.900, JPFA 3.625 & 3.700. http://hitsaham.blogspot.com/2011/04/buy-bwpt-bhit-jpfa-bbni-bbri-bbtn-btpn.html. 29/04: BMTR (770), BJBR & BORN (Loss). http://hitsaham.blogspot.com/2011/04/buy-bmri-bjbr-bmtr-bnbr-born.html

$80 Oil By September: When Fundamentals Smack Big Banks in the Face

After a choppy trading day, crude oil nevertheless rose more than 3% just days after Goldman Sachs (GS) raised its price forecasts for Brent crude. In notes published Monday, May 23, Goldman, reversing its commodity bear call just six weeks ago, boosted its year-end target for Brent by 20% to $120 per barrel from $105 and its 2012 forecast to $140 from $120. Goldman also raised its Brent price target to $115, $120 and $130 a barrel on a three-, six-, and 12-month horizon.

Read More: http://seekingalpha.com/article/272187-80-oil-by-september-when-fundamentals-smack-big-banks-in-the-face

Laporan & Rumor Saham Indonesia 31-05 (Refresh)

2nd session on JCI 31.05.11
@ 3,836.967 (+10.830pts) (+0.283%)
H: 3,841.425 ; L: 3,819.307
Value: 7.26 T (NG 1.42 T )
Volume: 4.23 B (NG 1.71 B )
Foreign Nett Buy: 237 B

5 most active stocks by value:
ADRO @ 2,450 (+3.16%)
BUMI @ 3,300 (-2.22%)
EXCL @ 6,150 (-2.38%)
ASII @ 58,750 (-0.51%)
BBRI  @ 6,350 (-0.78%)

5 most active stocks by volume:
BNBR @ 78 (+2.63%)
ELTY @ 161 (+1.26%)
ENRG @ 194 (+3.19%)
BHIT @ 225 (+21.62%)
DEWA @ 100 (+4.17%)

5 most up:
SAIP @ 245 (+28.27%)
BHIT @ 225 (+21.62%)
MLIA @ 485 (+12.79%)
GDST @ 169 (+10.46%)
MASA @ 485 (+10.23%)

5 most down:
JKON @ 710 (-18.39%)
KONI @ 175 (-12.50%)
CEKA @ 1,060 (-10.17%)
IPOL @ 200 (-6.98%)
ETWA @ 285 (-6.56%)

5 Leading Movers:
ADRO @ 2,450 (+2.82%)
KLBF @ 3,575 (+2.39%)
TLKM @ 7,700 (+2.37%)
BDMN @ 6,200 (+1.47%)
BHIT @ 225 (+1.41%)

5 Lagging Movers:
BUMI @ 3,300 (-1.83%)
EXCL @ 6,150 (-1.50%)
BBRI @ 6,350 (-1.44%)
ASII @ 58,750 (-1.43%)
UNVR @ 14,700 (-1.35%)

Rgds,
Nadya Isnaeni Data administrator Research Dept BNI Securities


Astra Finance Tawarkan Kupon Obligasi 7,5-9,75% 
http://www.detikfinance.com/read/2011/05/31/165000/1651114/6/astra-finance-tawarkan-kupon-obligasi-75-975

Data AS Memburuk, Rupiah Semakin Perkasa
http://pasarmodal.inilah.com/read/detail/1563202/data-as-memburuk-rupiah-semakin-perkasa

Saham BHIT Teraktif Diperdagangkan Selasa (31/5)
http://pasarmodal.inilah.com/read/detail/1563232/saham-bhit-teraktif-diperdagangkan-selasa-315

Inilah 10 Top Foreign Buy Saham Selasa (31/5)
http://pasarmodal.inilah.com/read/detail/1563162/inilah-10-top-foreign-buy-saham-selasa-315 

IHSG Ikuti Laju Bursa Regional. Net foreign buy sebesar Rp237 miliar.
http://pasarmodal.inilah.com/read/detail/1562992/ihsg-ikuti-laju-bursa-regional

Bursa Asia Melaju Kencang, IHSG Cuma Naik 10 Poin 
http://www.detikfinance.com/read/2011/05/31/160840/1651068/6/bursa-asia-melaju-kencang-ihsg-cuma-naik-10-poin

BUMI dan ADRO diramal jadi penyumbang terbesar produksi batubara Indonesia
http://investasi.kontan.co.id/v2/read/1306831269/69024/BUMI-dan-ADRO-diramal-jadi-penyumbang-terbesar-produksi-batubara-Indonesia

Adaro, Komatsu, UNTR Luncurkan Proyek Bio Diesel
http://pasarmodal.inilah.com/read/detail/1563102/adaro-komatsu-untr-luncurkan-proyek-bio-diesel

DSSA tidak Bagikan Dividen 2010
http://pasarmodal.inilah.com/read/detail/1563082/dssa-tidak-bagikan-dividen-2010

Bank Mandiri Optimis Kredit Kuartal II Naik 25%
http://pasarmodal.inilah.com/read/detail/1562882/bank-mandiri-optimis-kredit-kuartal-ii-naik-25

BULL Rencana Sewakan Terminal Senilai US$320 Juta
http://pasarmodal.inilah.com/read/detail/1562472/bull-rencana-sewakan-terminal-senilai-us320-juta

JAKARTA. Bank Mandiri Tbk (BMRI)terus mengkaji rencana pembelian saham bank kelas menengah beraset Rp 10 triliun hingga Rp 20 triliun. Rencana tersebut telah masuk dalam Rencana Bisnis Bank (RBB) tahun ini. Wakil Direktur Utama Bank Mandiri, Riswinandi menjamin, permodalan bank sangat cukup untuk melancarkan rencana akuisisi tersebut. Apalagi, awal tahun ini BMRI baru saja meraup Rp 11,68 triliun dari hasil penerbitan saham baru atawa rights issue. Hingga akhir Maret 2011, modal BMRI mencapai Rp 57 triliun."Ada bagian dari rights issue yang akan kita pakai nanti," tuturnya.Riswinandi mengaku belum memiliki target realisasi akuisisi bank kelas menengah itu. Namun, bank berkode saham BMRI itu akan terus melihat peluang yang ada.

APOL akan dapat suntikan dana dari pemegang saham
http://investasi.kontan.co.id/v2/read/1306828368/69018/APOL-akan-dapat-suntikan-dana-dari-pemegang-saham-

Sofjan Wanandi Rencana Tanam Modal di FREN
http://pasarmodal.inilah.com/read/detail/1562432/sofjan-wanandi-rencana-tanam-modal-di-fren

Cermati Prospek Saham Semen
http://pasarmodal.inilah.com/read/detail/1562382/cermati-prospek-saham-semen

BLOOMBERG: *COAL INDIA LOOKING TO BUY STAKES IN MINES IN INDONESIA

DEWA MAY BE ADDED TO LQ45 LIST OF INVESTMENT; ANNOUNCEMENT MAY BE AVAILABLE JUNE 6

Rumor BHIT masuk MSCI ???

Laba Bersih Buana Listya Naik 119% di Q1-2011
http://pasarmodal.inilah.com/read/detail/1562192/laba-bersih-buana-listya-naik-119-di-q1-2011

ENRG Targetkan EBITDA US$80-100 Juta di 2011
http://pasarmodal.inilah.com/read/detail/1562232/enrg-targetkan-ebitda-us80-100-juta-di-2011

1st session on JCI 31.05.11
@ 3,823.454 (-2.683pts) (-0.070%)
H: 3,838.517 ; L: 3,819.307
Value: 2.78 T (NG 912 B )
Volume: 3.79 B (NG 1.20 B )
Foreign Nett Sell: 100 B

5 most active stocks by value:
ADRO @ 2,400 (+1.05%)
BUMI @ 3,325 (-1.48%)
ASII @ 58,950 (-0.17%)
BMRI @ 7,250 (+0.69%)
EXCL @ 6,350 (+0.79%)

5 most active stocks by volume:
ELTY @ 152 (-4.40%)
BNBR @ 76 (0.00%)
BHIT @ 191 (+3.24%)
MYRX @ 220 (+4.76%)
DILD @ 320 (0.00%)

5 most up:
SAIP @ 250 (+30.89%)
ABBA @ 198 (+13.79%)
MLIA @ 485 (+12.79%)
MYRXP @ 71 (+10.94%)
GTBO @ 135 (+10.66%)

5 most down:
CEKA @ 1,070 (-9.32%)
ETWA @ 280 (-8.20%)
BABP @ 120 (-6.25%)
RODA @ 230 (-6.12%)
BNBA @ 145 (-5.84%)

5 Leading Movers:
BBRI @ 6,450 (+1.44%)
BMRI @ 7,250 (+1.36%)
ADRO @ 2,400 (+0.94%)
GGRM @ 43,800 (+0.56%)
EXCL @ 6,350 (+0.50%)

5 Lagging Movers:
BBCA @ 7,050 (-1.43%)
INTP @ 16,850 (-1.30%)
BUMI @ 3,325 (-1.22%)
PTBA @ 21,100 (-0.95%)
ITMG @ 46,950 (-0.93%)

Rgds,
Nadya Isnaeni Data administrator Research Dept BNI Securities

MBTO bagi dividen Rp 10,7 miliar Juli mendatang
http://investasi.kontan.co.id/v2/read/1306820277/68991/MBTO-bagi-dividen-Rp-107-miliar-Juli-mendatang

Tahun depan, produksi batubara BRAU diramal capai 23 juta ton
http://investasi.kontan.co.id/v2/read/1306817508/68983/Tahun-depan-produksi-batubara-BRAU-diramal-capai-23-juta-ton

Outlook produksi batubara positif, saham ADRO berlari kencang
http://investasi.kontan.co.id/v2/read/1306816945/68981/Outlook-produksi-batubara-positif-saham-ADRO-berlari-kencang

Saham ICBP bergerak volatil seiring rencana pembagian dividen
http://investasi.kontan.co.id/v2/read/1306816414/68980/Saham-ICBP-bergerak-volatil-seiring-rencana-pembagian-dividen

MDRN Bantah Beli Kem Chicks
http://pasarmodal.inilah.com/read/detail/1562002/mdrn-bantah-beli-kem-chicks

KARK mempublish laporan keuangan tahunan 2010, labanya naik hampir 9 kali lipat dari 9 miliar di tahun 2009 menjadi 80 miliar di 2010. Kenaikan laba KARK didukung oleh kenaikan total penjualan yg naik hampir 4 kali lipat. (Investor Daily) 

Rekomendasi Saham
http://investasi.kontan.co.id/v2/rekomendasi

Pertambangan Seret IHSG Sesi I Ditutup turun 0,07%. Net foreign sell sebesar Rp100,7 miliar
http://pasarmodal.inilah.com/read/detail/1561792/pertambangan-seret-ihsg-sesi-i-ditutup-turun-007

Bergerak Fluktuatif, IHSG Tersandung 2 Poin ke Zona Merah 
http://www.detikfinance.com/read/2011/05/31/120332/1650737/6/bergerak-fluktuatif-ihsg-tersandung-2-poin-ke-zona-merah

Pilihan Saham Untuk Dua Jenis Investor
http://pasarmodal.inilah.com/read/detail/1561732/pilihan-saham-untuk-dua-jenis-investor

Indonesia Stocks: BFI Finance, Indo Tambangraya, Intraco Penta
http://www.bloomberg.com/news/2011-05-31/indonesia-stocks-bfi-finance-indo-tambangraya-intraco-penta.html

Jasa Tania Bagi Dividen Rp 24 per Saham 
http://www.detikfinance.com/read/2011/05/31/113201/1650693/6/jasa-tania-bagi-dividen-rp-24-per-saham

Bloomberg: Bumi, Adaro to Help Indonesia Coal Output Rise 71%, WoodMac Says

DJ Indonesia, Not Australia, Best Placed For Thermal Coal Boom -WoodMac
                                                                               
DOW JONES NEWSWIRES  
Indonesia looks better placed than Australia to benefit from growing demand for thermal coal, with it expected to take the largest share of growth in the export market for the power-generation fuel through 2015, according to a report Tuesday from energy consultancy Wood Mackenzie. "Indonesia has relatively attractive fiscal terms as compared to Australia with a lower government take and lesser risk of fiscal instability. At the moment, Australia faces higher risks of increased taxes from the potential Minerals Resource Rent Tax and carbon tax," it said.

ENRG tidak Bagikan Dividen
http://pasarmodal.inilah.com/read/detail/1561742/enrg-tidak-bagikan-dividen

Simpanan Batubara RI Bisa Capai 105 Miliar Ton 
http://www.detikfinance.com/read/2011/05/31/112056/1650682/1034/simpanan-batubara-ri-bisa-capai-105-miliar-ton

Bloomberg: Asahi Glass to Spend 5 Billion Yen to Raise Indonesia Capacity

BLOOMBERG: *BERAU EXPECTS 2011 COAL OUTPUT OF 20 MLN TONS, OFFICIAL SAYS.      *BERAU 2012 COAL OUTPUT MAY RISE TO 23 MLN TONS. Kideco Expects 2012 Coal Output 34M Tons Vs 31M Tons This Year

Bloomberg: Adaro Energy 2012 Coal Output May Be Close to 50 Million Tons

Agenda 31 May 2011 Rups Dian Swastika, MBTO, Capitalinc Invest, ENRG, Cum Dev UNTR 270, Cum Dev Arna 15, Cum Dev AKRA 2

Agenda Juni 2011
01 Juni 2011 Cum Right Issue APIC 1:20 (120), ADHI, Lmsh, Lion, UNSP, BATA, RUIS, Data Inflasi, Akhir tender offer BRAU (540)

03 Juni 2011 Rups Bapa, Kias, Koin, Lmpi, Ahap, Alka, Ypas, Cum Dev ACES 51,85

06 Juni 2011 Rups Esti, BRMS, Smsm, , Pudp, KRAS, , (PTBA),  BISI, ICON, Pan Pacifik Int, Cum Dev MEGA 3,450, Cum Bonus MEGA 500.000:73.043, Cum Dev BBCA 70,  Cum Dev Fasw 45,  Cum Dev WIKA 16,68

07 Juni 2011 Rups Tembaga Mulia Semanan, BYAN, Jaya Kontruksi Manggala, WINS, APLN, BTEL,
Cum Dev SMDR 160, Cum Dev TRAM

08 Juni 2011 Rups MBAI, JPFA, KREN, SMRA, Smar,Renuka Colindo, MRAT, Pembangunan Jaya ANcol, JRPT, INDY, ARGO, Maskapai Reasurance, ASBI  Cum Dev PANS 80

09 Juni 2011 RDG BI Rate, Rups Asbi, Davo, Rmba, HD Capital,  Taisho Pharmachetical, Akpi, AMRT, ASRI, Bram, SGRO, Elty, INAF, PTBA, MAIN, Bipp, Listing IPO Salim Ivomas, Indo Kodsa, Cum Dev Wahana Otto Multiartha 14,  Cum Dev ADMF 954,14,  Cum Dev Pool Advista T 60,  Pool Advista Indonesia 140,  Cum Dev Wika 16,68


CPIN: 1,850-2,200. First half net profit could rise by more than 59% to exceed IDR1.5 trillion (68% of 2010 net profit) due to higher sales and lower cost of sales. If good performance persists, CPIN full year  2011 net profit could breach IDR3.2 trillion (EPS: 194), or up 37% from IDR2.2 trillion at the end of 2010. It is now trading at 9.7X 2011 earnings, far below its historical average high p/e ratio of 14.9X. At a simple discounted model, CPIN should be fairly valued at IDR2,600. Best buy is at any levels below IDR1,900

Carrefour Tawar Saham Publik ALFA Rp 4.500 per Lembar 
http://www.detikfinance.com/read/2011/05/31/104332/1650644/6/carrefour-tawar-saham-publik-alfa-rp-4500-per-lembar

Rencana penerbitan obligasi mendorong saham BFIN ke level tertinggi 19 tahun
http://investasi.kontan.co.id/v2/read/1306811922/68961/Rencana-penerbitan-obligasi-mendorong-saham-BFIN-ke-level-tertinggi-19-tahun

Rencana stock split bikin saham INTA tembus rekor baru
http://investasi.kontan.co.id/v2/read/1306810300/68956/Rencana-stock-split-bikin-saham-INTA-tembus-rekor-baru

Indomobil Finance Naikkan Nilai Obligasi Jadi Rp1 Triliun
http://economy.okezone.com/read/2011/05/31/278/462808/indomobil-finance-naikkan-nilai-obligasi-jadi-rp1-triliun

HM Sampoerna Jual 4 Merek Rokoknya ke Philip Morris
http://economy.okezone.com/read/2011/05/31/320/462812/hm-sampoerna-jual-4-merek-rokoknya-ke-philip-morris

INDO 31 MAY: MSCI Rebalancing Today: Buy EXCL + ADRO, Sell BUMI
Sales commentary: Our order pad shows good activities on EXCL and ADRO.
With the MSCI rebalancing today, the following action should take place, in our view:
1.       Buying in XL Axiata (EXCL, O, PT Rp7,200), amid its addition into the MSCI. We estimate US$51 mn inflow (13.1 trading days) into the counter;
2.       Buying in Adaro Energy (ADRO, U, PT Rp2,050) on free float increase in the MSCI. We estimate US$49 mn inflow (3.5 trading days) into the counter; and
3.       Selling in Bumi Resources (BUMI, Not Rated) on free float decrease in the MSCI. We estimate US$53 mn outflow (1.4 trading days) from the counter.
 http://www.msci.com/eqb/gimi/smallcap/MSCI_May11_SCPublicList.pdf

AKRA : BUY
12-Month Price Target : Rp 2,130,-
Improving 1Q11 performance
AKRA recorded strong improvement in 1Q11 compared to the same period in previous year. The revenue was up by 79% yoy to Rp4.35 trillion in 1Q11. The main reason was a big jump in petroleum business which recorded increasing revenue of 149% yoy to Rp3.46 trillion. In 1Q11 petroleum business contributed approximately 80% of total revenue, increased from contribution of 57% in 1Q10. The strong petroleum revenue improvement in 1Q11 was mainly supported by two factors. First, AKRA recorded significant improvement in petroleum sales volume by 96% yoy to 507,121 kilo liters (KL) in 1Q11. Secondly, there was a big increasing in average petroleum sales price by 27% yoy to Rp6,825 per liter.

BFI Finance, Chandra Asri, Kalbe: Indonesia Stock Market Preview
http://www.bloomberg.com/news/2011-05-31/bfi-finance-chandra-asri-kalbe-indonesia-stock-market-preview.html

Bloomberg: Bank Tabungan Negara to Sell 2 Trillion Rupiah of Bonds in June

BLOOMBERG: BFI FINANCE RISES TO AT LEAST 19-YEAR HIGH AFTER BOND SALE PLAN

BLOOMBERG: *INTRACO PENTA GAINS TO RECORD AS IT PLANS STOCK SPLIT IN JUNE

*PALM OIL GAINS AS MUCH AS 0.8% TO 3,436 RINGGIT A METRIC TON

RUMOR :​BUMI may announce its first quarter earnings TODAY (Tuesday), with net profit likely rising by 65% to $160 from $96.8 million a year earlier due to higher average selling price of its coal despite a slightly lower sales volume.Buy Area 3300 - 3350Sell area 3625 - 3650TF : maks end of june

Bloomberg: Kalbe Farma Plans to Expand to Southeast Asian, Daily Reports

Bloomberg: Alfa Retailindo Plans to Go Private After Shareholder Meeting

Bloomberg: Chandra Asri Reports First Quarter Net Income $23.6 Million

BLOOMBERG: *JATENERGY FAST TRACK OF INDONESIAN COAL DEVELOPMENT PLANS

IHSG Diprediksi di Area Spekulasi
http://pasarmodal.inilah.com/read/detail/1561052/ihsg-diprediksi-di-area-spekulasi

Indeks berpotensi melemah lagi
http://www.bisnis.com/market/saham/25490-indeks-berpotensi-melemah-lagi

Kinerja kinclong, BBKP Jadi Incaran Investor
http://pasarmodal.inilah.com/read/detail/1559442/kinerja-kinclong-bbkp-jadi-incaran-investor

Pan Pacific Rambah Bisnis Batubara
http://pasarmodal.inilah.com/read/detail/1560972/pan-pacific-rambah-bisnis-batubara

Radiant Utama Garap Blok Bukit Barisan
http://pasarmodal.inilah.com/read/detail/1560942/radiant-utama-garap-blok-bukit-barisan

Inilah Rekomendasi Saham Selasa (31/5)
http://pasarmodal.inilah.com/read/detail/1559952/inilah-rekomendasi-saham-selasa-315

Humpuss Rugi Rp5,69 Miliar pada Q1-2011
http://pasarmodal.inilah.com/read/detail/1559852/humpuss-rugi-rp569-miliar-pada-q1-2011

Menelisik peluang pertumbuhan PT PP London Sumatra Tbk saat produksi rendah
http://investasi.kontan.co.id/v2/read/1306804506/68946/Menelisik-peluang-pertumbuhan-PT-PP-London-Sumatra-Tbk-saat-produksi-rendah-

Indofood CBP
Commodity price uncertainties - by Erwan Teguh
(ICBP IJ / ICBP.JK, NEUTRAL - Maintained, Rp5,100 - Tgt. Rp5,800, Food & Beverages)
ICBP has just announced a dividend of Rp116/share, totalling Rp680bn, to be paid on 7 Jul. The amount implies a 40% payout and a 2.2% yield. Since the beginning of the year, ICBP's share price has jumped 8%, outperforming the JCI and its consumer peers. Although the dividend met our projection, wheat prices continue to run up. Lingering commodity-price uncertainties, its recent outperformance and a lack of near-term catalysts are reasons for our Neutral rating. We also maintain our earnings estimates and target price of Rp5,800, DCF-based (WACC 14.4%, LTG 5%).

Trades of the Day...
Fundamentally:
CIMB mempertahankan rating NEUTRAL untuk Indofood CBP (ICBP) dengan target harga Rp5800 berdasarkan metode DCF (WACC 14.4%, LTG 5%). ICBP baru saja mengumumkan dividend Rp116/saham dan akan dibayar pada 7Jul, yang merupakan 40% payout dengan 2.2% yield. Sejak awal tahun, sahamnya telah naik 8% dan outperform JCI dan peers. Namun demikian harga gandum terus naik, dan dikombinasikan dengan outperform selama ini dan kurangnya katalis, kami mempertahankan NEUTRAL.

Intraco Penta to hold 1:5 stock split
One of Indonesia’s heavy equipment distributor, PT Intraco Penta Tbk, plans to hold a 1:5 stock split in June, dividing nominal stock to Rp50 from Rp250 a share. The stock split aims to raise the company's stock liquidity, said Intraco President Director Petrus Halim. “We expect the corporate action may enlarge the number of our shareholders,” he said in a press statement last night. Intraco recorded a significant sales growth by end of May, Petrus added. The equipment sales have reached 70% of the target this year. “The sales increase is primarily propelled by a significant rise of the equipment as order on hand of heavy equipment in January-May 2011 was 897 units or 70% of 2011’s sale target of 1,293 units,” he said. With the conducive market and industry, Intraco is optimistic that this year’s revenue shall exceed the target of Rp3 trillion along with Rp156 billion net income. Besides serving as distributor of European made heavy equipment such as Volvo, Bobcat and SDLG, Intraco recently partnered Sinotruk, Chinese truck producer. The company basically offers solution in transportation and logistics industry that can also support other industries such as mining and agribusiness, said Intraco Sales Director Penta Willy Rumondor.

TRUB raih kontrak pembangunan instalasi milik INCO PT Truba Jaya Engineering meneken kontrak pembangunan instalasi mesin dengan PT International Nickel Indonesia Tbk (INCO). Anak usaha PT Truba Alam Manunggal Engineering Tbk (TRUB) itu sepakat membangun kembali Electric Furnace Unit 2 dan Rotary Kiln Unit 1 dan Unit 3 milik INCO. Sekretaris Perusahaan TRUB Gamala V.Katoppo dalam keterbukaan informasi BEI menyebut, nilai kontrak pembangunan itu mencapai Rp 63,264 miliar dan US$ 2.876.367.

BBLD raih pinjaman Rp 20 miliar dari Bank Capital
JAKARTA. PT Buana Finance Tbk (BBLD) mengantongi fasilitas pinjaman senilai Rp 20 miliar dari PT Bank Capital Indonesia Tbk (BACA). Perseroan sudah meneken perjanjian kredit dengan BACA, pada 27 Mei 2011.Direktur Utama BBLD Soetadi Limin menyebut, pinjaman tersebut berjangka waktu 12 bulan. Adapun, sebagai jaminan berupa piutang milik perseroan sebesar 110% dari jumlah terhutang.Hingga penutupan perdagangan sore ini, saham BBLD tumbang 3,85% ke level Rp 500 per saham.

The markets in the U.S. are off today  on holiday for Memorial Day.
Dow.      12441.58. Closed.  Closed
Nasdaq.   2796.86. Closed.  Closed
S&P 500. 1331.10. Closed   Closed
FTSE.       5938.87. Closed.  Closed
Dax.        7160.30.  -3.71.    -0.04%
CAC40.    3942.43.  -8.45.    -0.21% Oil.           100.38.   -0.21.    -0.21%
Gold.       1539.800.+2.500 +0.16%
Rupiah.   8555
Euro.       1.4286

TLKM.  35.80. Closed Closed Rp 7666
ISAT.    30.13. Closed Closed Rp 5161 Vallar.  1185.  Closed Closed
EIDO.   31.51. Closed Closed

Timah.      27110.  Closed
Nickel.      23050.  Closed
Corn.         758.500.Closed.  Closed
SoybeanOil.58.610.Closed.  Closed
Wheat.      819.750 Closed.  Closed
CPOAgt 3408RM-30RM-0.87%$1131
Coal 27May 119.47 vs.116.80(20May)

Prospek Saham CPO 1 Pekan Mendatang: Fase Konsolidasi Berlanjut

IHSG: Fase konsolidasi berlanjut di pekan ini. Trend masih Bullish, kemungkinan target 3.923 akhir bulan ini dapat tertunda hingga awal pekan depan.
 
UNSP: Buy area diatas 435 target 470/480 dalam 1-3 hari perdagangan, buy breakout 490 target 490, stop loss dibawah 415. (Still hold buy 460 dalam prediksi sebelumnya).
 
AALI: Akumulasi area 22.750-23.150 target 23.900 (1)/24.200 (2), buy jika breakout diatas 24.200 target 26.000 stop loss dibawah 22.350
 
GZCO:Buy area 375-380 target 410 stop loss dibawah 345, add buy jika tembus diatas 410 target 435/460 stop loss dibawah 375
 
TBLA: Masih dalam konsolidasi 550-610, buy di area 550 target 600/610, stop loss dibawah 480, add buy jika tembus diatas 610 target 670.

BWPT:

Monday, May 30, 2011

The 1st Technical Analysis IPO PT Jaya Agra Wattie Tbk (JAWA)

Perusahaan yang bergerak di bidang perkebunan karet, kelapa sawit, teh dan kopi ini merupakan emiten ke delapan yang mencatatkan saham perdana sepanjang 2011 ini. Perseroan memperoleh dana sebesar Rp566,202 miliar dari hasil penawaran umum saham perdana dengan harga penawaran Rp500 per saham. Saham yang dilepas ke publik sebesar 1,13 miliar saham sehingga saham yang dicatatkan sebesar 3.774.685.500.

JA Wattie Catatkan Saham dengan Kode JAWA
http://pasarmodal.inilah.com/read/detail/1556092/ja-wattie-catatkan-saham-dengan-kode-jawa

Moon Cycle: Kurang baik untuk saham ini meluncur pada awal pekan, karena dampak perubahan bulan (Saat ini masih The Flower Moon), menjelang 100% Full Moon (2 Juni 2011).

Gann Analysis:
Rekomendasi:Sell on rally (on moon cycle)
Resistance: 515/545/575/595/650/750
Support:    : 485/460/440/400/385/350

Laporan & Rumor Saham Indonesia 30-05 (Refresh)

2nd session on JCI 30.05.11
@ 3826.13 (-6.24pts)(-0.16%)
H:  3836.86 ; L: 3813.66
Value: 6.94 T (NG 4.07 B )
Volume: 425 M (NG 1.70 B )
(Incl. Crossing HRUM @9050~IDR 2.44T )
( TBIG@2200 ~ IDR 848 B )
( BMTR@ 750 ~ IDR 191 B )
Foreign Nett Buy: 9 B
USD/IDR: 8542

10 most active stocks by VALUE:
BMRI @ 7200 (+0.69%)
BUMI @ 3375 (0.00%)
BBRI @ 6400 (+2.40%)
EXCL @ 6300 (-0.78%)
PGAS @ 4050 (0.00%)
UNTR @ 22900 (+1.55%)
JAWA @ 495 (-1.00%)
ADRO @ 2375 (-1.04%)
ASII @ 59050 (-0.25%)
TLKM @ 7600 (-1.29%)

10 most active stocks by VOLUME:
BNBR @ 76 (-2.56%)
ENRG @ 188 (-1.05%)
BHIT @ 185 (+3.35%)
BULL-W @ 49 (+13.95%)
JAWA @ 495 (-1.00%)
DEWA @ 96 (-2.04%)
ENRG-W @ 50 (-3.84%)
UNSP @ 445 (-2.19%)
ELTY-W @ 30 (-6.25%)

TRUB raih kontrak pembangunan instalasi milik INCO
http://investasi.kontan.co.id/v2/read/1306753099/68914/TRUB-raih-kontrak-pembangunan-instalasi-milik-INCO

Laba bersih SIPD tumbuh 90% di kuartal I tahun ini
http://investasi.kontan.co.id/v2/read/1306751495/68911/Laba-bersih-SIPD-tumbuh-90-di-kuartal-I-tahun-ini

Buana Finance Raih Pinjaman Rp20 Miliar
http://pasarmodal.inilah.com/read/detail/1559582/buana-finance-raih-pinjaman-rp20-miliar

Bloomberg: Indonesia’s Monthly Coal Output Unchanged at 30 Million Tons

Bloomberg: Indonesia Stock Exchange to Stay Open on June 3 Holiday

Inilah 10 Top Foreign Sell Saham Senin (30/5)
http://pasarmodal.inilah.com/read/detail/1559232/inilah-10-top-foreign-sell-saham-senin-305

Inilah 10 Top Foreign Buy Saham Senin (30/5)
http://pasarmodal.inilah.com/read/detail/1559282/inilah-10-top-foreign-buy-saham-senin-305

ASII Belum Gunakan Pinjaman Sebesar US$145 Juta
http://pasarmodal.inilah.com/read/detail/1559372/asii-belum-gunakan-pinjaman-sebesar-us145-juta

Profit Taking Dera IHSG Awal Pekan. Net buy asing Rp10,7 miliar
http://pasarmodal.inilah.com/read/detail/1559112/profit-taking-dera-ihsg-awal-pekan

Profit Taking Saham Komoditas Bikin IHSG Menipis 6 Poin 
http://www.detikfinance.com/read/2011/05/30/161055/1650205/6/profit-taking-saham-komoditas-bikin-ihsg-menipis-6-poin

BEI Harap Kapitalisasi Pasar Lebihi Singapura (rencana listing 9 emiten)
http://pasarmodal.inilah.com/read/detail/1558512/bei-harap-kapitalisasi-pasar-lebihi-singapura

Menteri Harap Semen Baturaja Bisa IPO Tahun Ini
http://pasarmodal.inilah.com/read/detail/1558722/menteri-harap-semen-baturaja-bisa-ipo-tahun-ini

Rupiah Masih Menguat ke Rp8.548 per USD
http://economy.okezone.com/read/2011/05/30/278/462585/rupiah-masih-menguat-ke-rp8-548-per-usd

Bank Mandiri salurkan KPEN-RP Rp 2,23 triliun hingga April 2011
http://keuangan.kontan.co.id/v2/read/1306746486/68899/Bank-Mandiri-salurkan-KPEN-RP-Rp-223-triliun-hingga-April-2011

Harga penawaran di bawah industri, rekomendasi buy untuk IPO Salim Ivomas
http://investasi.kontan.co.id/v2/read/1306742429/68885/Harga-penawaran-di-bawah-industri-rekomendasi-buy-untuk-IPO-Salim-Ivomas

Akhir Tahun IHSG Diprediksi Lampaui 4.000 Poin
http://www.investor.co.id/marketandcorporatenews/akhir-tahun-ihsg-diprediksi-lampaui-4000-poin/12998

Bank Indonesia to Conduct Limited Operations on June 3 Holiday

Palm Oil Falls as Much as 0.3% to 3,427 Ringgit a Metric Ton

UBS Comment on DOID Right issue
Rights issue announced
Raising Rp1.3trn in equity  Delta Dunia (DOID) announced an equity rights issue, raising up to Rp 1.3trn or cUS$150m. New issuance is 1.53b number of shares, hence potential dilution is 18%. Every 500 old  shares, is entitled of 79 to 112 shares. Exercise price range is between Rp850-Rp1200 ps. EGM approval is scheduled on 13 Jun 2011. Cum-rights issue date is on 20 Jun 2011. Main shareholder, Northstar Tambang Persada which owns 40%, stated that they will subscribe fully and underwrite the issuance. Lower gearing ratio ahead After the rights issue, DOID gearing ratios will improve. Based on FY2010 numbers, net debt to equity will improve from 44x to 4x while net debt to EBITDA will improve from 3x to 2.5x.

Top Pick Saham Pilihan CIMB (idx 4.370)
ASRI TP 380
BBKP TP 1.200
BMRI TP 9.300
BBTN TP 2.800
BORN TP 2.250
CTRA TP 460
GGRM TP 55.000
ITMG TP 60.900
INDF TP 6.200
HRUM TP 12.000
SGRO Outperform dr Netral

Telekomunikasi Indonesia (TLKM) berencana meningkatkan investasi hingga Rp 21 triliun hingga tahun 2015 guna membangun jaringan broadband di seluruh Indonesia.

Nusantara Infrastructure (META) mengikuti tender proyek air minum umbulan di Pasuruan, Jawa Timur. Nilai investasi proyek tersebut sebesar Rp 1.8triliun. Perseroan juga akan bersaing dengan Jasa Marga (JSMR).

Bumi Resources Mineral (BRMS) membukukan laba bersih Rp138miliar pada kuartal I/2011, turun 49% dibanding periode yang sama tahun lalu Rp271miliar. Penurunan ini dipicu oleh merosotnya produksi tembaga dan emas perusahaan asosiasi Newmont Nusa Tenggara.

Kalbe Farma (KLBF) mempertimbangkan untuk mengkaji ulang atas rencana pelepasan saham treasury stock sebanyak 780,9 juta atau setara 7,7% senilai Rp 2,5 triliun. Rencananya ditargetkan tahun ini atau tahun selanjutnya.

Bank Indonesia (BI) dan Badan Pusat Statistik (BPS) memproyeksikan sepanjang Mei 2011 masih terjadi deflasi, meski besarannya relatif kecil, yakni antara 0,1-0,2%. Harga-harga pangan cenderung turun menjadi kontribusi utama terjadinya deflasi di tengah kenaikan harga emas dan pertamax.

BUMI: 3,300-3,700. BUMI may announce its first quarter earnings TOMORROW (Tuesday), with net profit likely rising by 65% to $160 from $96.8 million a year earlier due to higher average selling price of its coal despite a slightly lower sales volume. It is now trading at a p/e ratio of 13X-16.4X 2011 prospective earnings (EPS between IDR206 and IDR266), compared with PTBA OF 16X, ADRO of 18X. 12-month target remains at IDR4,500 and may be upgraded to IDR8,000 should the company succeeds to repay debt to CIC by October and output rises to 80 million by next year. Best buy is at any levels below IDR2,400.

JTPE...Buy JTPE single digit pe cashcow business roe 63% kemungkinan bisa bagi dividen diatas 150 perak setara 10% Dividend Yield..

Bloomberg: Bumi Minerals Drops Most in Two Months After Net Income Falls

BLOOMBERG: *FITCH PLACES BANK MEGA'S RATINGS ON NEGATIVE WATCH

Telkomsel berencana tambah tiga direksi lagi
http://investasi.kontan.co.id/v2/read/1306738640/68869/Telkomsel-berencana-tambah-tiga-direksi-lagi

DHARMA HENWA'S (DEWA) PRELIMINARY NET PROFIT FOR THE FIRST FIVE MONTHS OF 2011 (JANUARY-MAY) ROSE TO $12.8 MILLION (IDR110 BILLION) (RPS IDR10) VS $8.6 MILLION (IDR66.22 BILLION) IN LOSS IN FIRST 5-MONTH OF 2010.

1st session on JCI 30.05.11
@ 3,829.655 (-2.723pts) (-0.071%)
H: 3,836.866 ; L: 3,820.035
Value: 3.97 T (NG 2.76 T )
Volume: 2.35 B (NG 835 M )
Foreign Nett Sell: 34 B

5 most active stocks by value:
BBRI @ 6,350 (+2.75%)
PGAS @ 4,075 (+0.62%)
UNTR @ 22,950 (+1.77%)
BMRI @ 7,200 (+0.70%)
JAWA @ 490 (-2.00%)

5 most active stocks by volume:
BNBR @ 76 (-2.56%)
BHIT @ 182 (+1.68%)
ENRG @ 187 (-1.58%)
JAWA @ 490 (-2.00%)
DEWA @ 96 (-2.04%)

5 most up:
SAIP @ 200 (+33.33%)
APLI @ 210 (+11.70%)
LAMI @ 225 (+9.76%)
MTFN @ 1,140 (+9.62%)
RODA @ 230 (+9.52%)

5 most down:
DPNS @ 500 (-12.28%)
INDS @ 3,450 (-4.83%)
BBLD @ 500 (-3.85%)
GIAA @ 510 (-3.77%)
AMAG @ 275 (-3.51%)

5 Leading Movers:
BBRI @ 6,350 (+2.88%)
UNTR @ 22,950 (+1.76%)
BMRI @ 7,200 (+1.36%)
PGAS @ 4,075 (+0.71%)
BBNI @ 3,875 (+0.54%)

5 Lagging Movers:
ADRO @ 2,350 (-1.88%)
TLKM @ 7,650 (-1.19%)
HRUM @ 9,300 (-0.79%)
ASII @ 59,050 (-0.71%)
BNII @ 590 (-0.65%)

Rgds,
Nadya Isnaeni Data administrator Research Dept BNI Securities

Sektor Tambang Bikin IHSG Keok
http://economy.okezone.com/read/2011/05/30/278/462428/sektor-tambang-bikin-ihsg-keok

Asing Jual, IHSG Sesi I Turun 0,07%. Net foreign sell sebesar Rp34,3 miliar
http://pasarmodal.inilah.com/read/detail/1558032/asing-jual-ihsg-sesi-i-turun-007

IHSG Terpeleset 2 Poin di Zona Merah 
http://www.detikfinance.com/read/2011/05/30/121808/1649961/6/ihsg-terpeleset-2-poin-di-zona-merah

Sesi Dua: Tiga Sektor Masih Menarik
http://pasarmodal.inilah.com/read/detail/1558062/sesi-dua-tiga-sektor-masih-menarik

Mandiri Sekuritas Tangani 3 IPO Senilai US$600 Jt http://pasarmodal.inilah.com/read/detail/1557782/mandiri-sekuritas-tangani-3-ipo-senilai-us600-jt

OSK Nusadana Tangani 5 Penerbitan Obligasi
http://pasarmodal.inilah.com/read/detail/1557852/osk-nusadana-tangani-5-penerbitan-obligasi

Transaksi Nego Saham HRUM Senilai Rp1,2 Triliun
http://pasarmodal.inilah.com/read/detail/1557702/transaksi-nego-saham-hrum-senilai-rp12-triliun

Masih menjadi incaran, saham META terbang hingga 8% lebih
http://investasi.kontan.co.id/v2/read/1306730814/68852/Masih-menjadi-incaran-saham-META-terbang-hingga-8-lebih

MLBI akan bagikan dividen senilai Rp 21.279 per saham
http://investasi.kontan.co.id/v2/read/1306731950/68856/MLBI-akan-bagikan-dividen-senilai-Rp-21.279-per-saham

BLOOMBERG:  *CHINA MAY DOUBLE THERMAL COAL IMPORTS TO 200M TONS, NOBLE SAYS. CHINA MAY DOUBLE THERMAL COAL IMPORTS BY 2015, NOBLE GROUP *AUSTRALIA MAY BOOST THERMAL COAL EXPORTS 3.5% THIS YR. INDONESIA MAY BOOST THERMAL COAL EXPORTS 7.6% THIS YEAR.

POLY MAY ANNOUNCE ITS 1Q EARNINGS TOMORROW.
POLY 1Q NET PROFIT MAY REACH IDR160 BILLION, OR ALMOST 50% OF 2010 NET PROFIT OF IDR335 BILLION. 2011 FULL YEAR NET PROFIT MAY RISE TO IDR 700 BILLION (EPS: IDR294) OR UP 109% FROM IDR335 BILLION AT THE END OF 2010. IT NOW TRADES AT P/E RATIO OF 1.5X 2011 EARNINGS. AT A DISCOUNTED P/E RATIO OF 6X, POLY MAY BE FAIRLY VALUED AT IDR1,764.

Kabarnya :  BHIT: Perusahaan investasi besar asal Eropa berniat masuk dalam kepemilikan BHIT TP Rp 400. BHIT akan lepas 10% saham mnc sky vision melalui ipo semester II.

Indonesia Stock Movers: Bumi Resources Minerals, Harum Energy
http://www.bloomberg.com/news/2011-05-30/indonesia-stock-movers-bumi-resources-minerals-harum-energy.html

Bloomberg: Indonesia Allows Underground Mining in Forests, Minister Says

RUMORS: PERTAMINA IS IN TALKS WITH PT KONDUR INDONESIA TO BUY KONDUR'S 6.49% STAKE IN ENERGI MEGA PERKASA IN EFFORTS TO HAVE AN INDIRECT STAKE POSRTION IN MASELA RESERVES-RICH GAS AND OIL FIELD. THE PROPOSED STAKE PURCHASE OFFER IS AT 2.2 PBV. ENRG PBV IS NOW AT IDR143. (DISCLAIMER IS ON)

Golden Energy dan Atlas Resources Siap Melantai di Bursa 
http://www.detikfinance.com/read/2011/05/30/112513/1649896/6/golden-energy-dan-atlas-resources-siap-melantai-di-bursa?f9911013

Siklus Waktu IHSG dalam Masa Penting!
http://pasarmodal.inilah.com/read/detail/1556882/siklus-waktu-ihsg-dalam-masa-penting

Transaksi pagi, saham BRMS terjungkal nyaris 3%
http://investasi.kontan.co.id/v2/read/1306726653/68831/Transaksi-pagi-saham-BRMS-terjungkal-nyaris-3

Berencana jual saham, HRUM tumbang 2,6% pagi ini
http://investasi.kontan.co.id/v2/read/1306725142/68826/Berencana-jual-saham-HRUM-tumbang-26-pagi-ini

Serasi Autoraya Tawarkan Obligasi Rp800 Miliar
http://economy.okezone.com/read/2011/05/30/278/462327/serasi-autoraya-tawarkan-obligasi-rp800-miliar

31 May 2011 Rups Dian Swastika, MBTO, Capitalinc Invest, ENRG, Cum Dev UNTR 270, Cum Dev Arna 15, Cum Dev AKRA 2

RAJAWALI GROUP MAY HAVE TO BUY THE REMAINING 4% STAKE, OR 5.5 BILLION SHARES, OF NUSANTARA INFRASTRUCTURE VIA THE OPEN MARKET, RUNNING AGAINST THE DEADLINE OF JUNE 10. IF THROUGH, META SHARE PRICE MAY BE AT THE AUTOREJECT POSITIONS FOR SEVERAL TIMES IN COMING SESSIONS.

Bloomberg: Adaro Indonesia Gets 10-Year, $750 Million Bank-Loan Agreement

Harum Energy Drops Most in Three Weeks After Share Sale Plan

Saham JAWA Dibuka Level Rp530/Lembar
http://pasarmodal.inilah.com/read/detail/1557452/saham-jawa-dibuka-level-rp530lembar

Inilah Strategi Trading HRUM, ADRO & BUMI
http://pasarmodal.inilah.com/read/detail/1556862/inilah-strategi-trading-hrum-adro-bumi

Buana Listya, Harum Energy, Jaya Agra: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-05-30/buana-listya-harum-energy-jaya-agra-indonesia-equity-preview.html

Agenda 30 May 2011 Rups Asuransi Jasa Tania, Cum Dev HRUM 244, Cum Dev TURI 5, akhir perdagangan untr-r

Bloomberg: Serasi Autoraya to Sell as Much as 800 Billion Rupiah of Bonds

Bloomberg: HARUM ENERGY RAISED TO 'BUY' VS 'NEUTRAL' AT GOLDMAN SACHSHarum Energy PT Raised 30.8% to 11,900 Rupiah at Goldman Sachs

BLOOMBERG: *ADARO ENERGY RAISED TO 'NEUTRAL' VS 'SELL' AT GOLDMAN SACHS. ADARO ENERGY PRICE EST. RAISED 13.2% TO 2,150 RUPIAH AT GOLDMAN

BLOOMBERG: *BUMI RESOURCES KEPT AT 'SELL' AT GOLDMAN SACHS *BUMI RESOURCES PRICE EST. RAISED FROM 2,400 RUPIAH AT GOLDMAN. BUMI RESOURCES PRICE EST. RAISED TO 2,850 RUPIAH AT GOLDMAN

Bloomberg: Buana Listya Tama 1Q Profit Rises to 85.17 Billion Rupiah

Bloomberg: Jaya Agra Wattie to Invest 1.5 Trillion Rupiah, Daily Reports

JA Wattie (JAWA) will be listed in IDX today , they float 1.13bio shs of total listed 2.64bio sh, or 30pct of total sh after IPO) , JAWA will be the first Rubber plantation stock proxy in the region given its 65-70pct of revenue coming fr rubber although it also has CPO plantation . JAWA valuation is quite compelling , @ IPO price 500/sh its PER only around 9.8X vs CPO avg PER around 12-13X. Worth noting that rubber has much higher gross margin vs CPO, ie could be up to 400-450pct vs CPO's around 60pct . The growth of JAWA in the next few years will be supported the conversion of immature to mature plantation. Fyi most of the allocation went to foreign institution. The rest is local institution , retails get only a bit.

DJ Adaro Unit To Use Bank Loan For Capital Expenditure, Potential Acquisitions
*DJ Adaro Energy Unit Secures $750 Mln Bank Loan Facility

DGIK selesaikan wisma atlet Juli 2011
http://investasi.kontan.co.id/v2/read/1306716823/68810/DGIK-selesaikan-wisma-atlet-Juli-2011

Cek agenda penting di pasar Asia hari ini!
http://investasi.kontan.co.id/v2/read/1306715029/68807/Cek-agenda-penting-di-pasar-Asia-hari-ini

Harga minyak merangkak naik khawatir perekonomian global masih sulit
http://investasi.kontan.co.id/v2/read/1306558828/68775/Harga-minyak-merangkak-naik-khawatir-perekonomian-global-masih-sulit-

Belanja modal INDF Rp 2011 sepanjang Rp 5,2 triliun
http://investasi.kontan.co.id/v2/read/1306503664/68758/Belanja-modal-INDF-Rp-2011-sepanjang-Rp-52-triliun

Awal Pekan, Pilih Saham Unggulan
http://pasarmodal.inilah.com/read/detail/1554242/awal-pekan-pilih-saham-unggulan

JA Wattie Catatkan Saham dengan Kode JAWA
http://pasarmodal.inilah.com/read/detail/1556092/ja-wattie-catatkan-saham-dengan-kode-jawa

Inilah Pilihan Saham Senin (30/5)
http://pasarmodal.inilah.com/read/detail/1555992/inilah-pilihan-saham-senin-305

Sentimen Penggerak IHSG Pekan Ini 
http://www.detikfinance.com/read/2011/05/30/072019/1649697/6/sentimen-penggerak-ihsg-pekan-ini

IHSG Masih Bisa Menguat!
http://economy.okezone.com/read/2011/05/30/278/462303/ihsg-masih-bisa-menguat

EXCL.JK : XL Axiata (EXCL) had been added into MSCI Index. Following this stocks addition, there is no deletions in MSCI. These enter (EXCL) each with a 0.05% of the MSCI EM index. "We estimate fund flows of US$ 79.7 million to XL Axiata respectively. This is estimated as 12.9 days average trading volume respectively,". This Stock (EXCL) impacted should be strong in the market today. All changes will be implemented as of the close of May 31, 2011 and all changes are effective on the June 1, 2011

Surya Citra Media  
The big jump - by Erwan Teguh
(SCMA IJ / SCMA.JK, OUTPERFORM - Maintained, Rp4,950 - Tgt. Rp5,700, Media - Integrated)
We have a higher target price of Rp5,700 (from Rp5,100) for SCMA following our earnings upgrade, still DCF-based (WACC 13.5%, LTG 5%). Adspend continues its run from last year, growing 20% yoy in 1Q11, with growth in TV slightly outpacing the industry's. Strong advertising demand coupled with management's effectiveness in keeping opex in check should underpin another great year for SCMA. We raise our FY11-13 core earnings forecasts by 21-23% following the 1Q11 strength. SCMA remains attractive at an 8% P/E discount to the JCI. Catalysts are further rate hikes, the completion of its parent's acquisition of IDKM, and a second interim dividend possibly in 4Q11. The stock is still our top sector pick due to its lower risk profile and higher earnings-growth potential.

Rajawali di META - GROUP RAJAWALI akan membeli saham milik Bosowa.saat ini rajawali memiliki 23,6 pct saham meta dan eagle infrastructure sebesar 24.37.perlu di ketahui jika di total group rajawali memiliki lebih dari 47 pct di karenakan eagle tak lain adalah Rajawali itu sendiri. dalam seminggu ini lebih dari 1.600 lot telah berpindah tangan dlm negosiasi.jika transaksi ini benar, rajawali telah memiliki 29 pct saham Meta.jika kita adalah seorang investor sejati ,dengan nama besar RAJAWALI group,tak heran apabila saham ini akan terus mereka beli sehingga akan ada tender offer nantinya.group rajawali berikhtiar untk menjadikam Meta sbg pemain infrastrukture asia,bukan hanya jalan toll,pelabuhan dan jalur kereta api akan mereka garap.Kami rasa BOSOWA akan menjual sahamnya di Meta .di karenakan BOSOWA lebih ke arah trading company.Hanya dlm waktu 7 bulan harga pembelian rajawali meningkat 53% dari harga 140 ke harga 215.jadilah seorang investor sejati!!!!!!!!!

JAKARTA. PT Polychem Indonesia Tbk (ADMG) menargetkan pertumbuhan laba bersih mencapai 804% di sepanjang tahun ini. "Laba bersih 2011 diharapkan Rp 339 miliar," kata Richard I Tursadi, Corporate Secretary ADMG. Selama tahun lalu, ADMG mencatatkan laba bersih Rp 37,5 miliar. Menurut Richard, laba bersih bisa tercapai apabila penjualan ADMG meningkat dan beban perusahaan bisa ditekan. Perusahaan yang bergerak di industri kain ban ini menargetkan pendapatan bersih 2011 senilai Rp 4,5
 triliun, atau naik 24% dari pendapatan 2010.

JAKARTA (Dow Jones)--Mining company PT Karunia Bara Perkasa is selling a 10% stake, or 270 million shares, in coal producer PT Harum Energy (HRUM.JK) to raise up to $301.7 million, according to a document seen by Dow Jones Newswires on Friday.Macquarie Capital Securities Indonesia is acting as the selling agent. Karunia Bara now own a 79.72% stake in Harum Energy.It is offering the shares at between IDR9,055 and IDR9,550 each, according to the document. Harum's shares ended up 3.2% Friday at IDR9,550. The bookbuilding for the stake sale will be completed Friday, the document said.The settlement date for the stake sale is June 2.

Star Petrochem to sell 2 bio shares in IPO
Indonesia's stock market regulator Bapepam-LK stated that it has processed at least 11 prospective issuers that will enter the market in this midyear. The last processed company, PT Star Petrochem Tbk, owned by Indonesia businessman Ronald Susilo, plans to release 2 billion shares and 98 million maximum warrants. PT Restyle Concept, Recapital Group subsidiary on design and property, postponed its IPO which originally scheduled in 2Q/2011 with PT Recapital Securities as the underwriter.  In other development, cable manufacturer PT Kabelindo Murni Tbk plans to conduct rights issue this year to obtain extra capital and to increase its outstanding shares

Macro Pulse    
Regional Macro Pulse: Mind the bumps - by Lee Heng Guie
Global recovery continues amid some nasty surprises in the past few months. We think these headwinds are likely to die down and will not be severe enough to halt the global momentum. We do not view the recent rout in commodity prices as a secular trend though risks are abound. Apr-May data showed a moderation in manufacturing and exports, reflecting the combined impact of high oil prices, Japan 's supply snag and policy tightening. We think that the soft patch will be short-lived. The underlying growth is more broad-based, with sustained private-led spending and non-tradable services demand driving a firmer growth in 2H11.   Funds earmarked for Japan 's reconstruction is likely to be spent more quickly than anticipated, boosting demand for Asia 's goods. Supply chain disruptions should start to subside in 3Q11.

Dow.      12441.58. +38.82. +0.31%
Nasdaq.   2796.86. +13.94. +0.5%
S&P 500. 1331.10. +5.41.   +0.41%
FTSE.       5938.87. +57.88. +0.98%
Dax.        7163.47.  +49.38. +0.69%
CAC40.    3950.98.  +33.76. +0.86%Oil.           100.59.    +0.36.  +0.36%
Gold.       1537.300. +13.600+0.89%
Rupiah.   8565
Euro.       1.4317

TLKM.  35.80.+0.31.+0.87% Rp 7666
ISAT.    30.13. -0.06. -0.20%. Rp 5161 Vallar.  1185.  -5,00. -0,42%.
EIDO.   31.51.+0.20.+0.64%

Timah.      27110.  +260
Nickel.      23050.  +275
Corn.         758.500.+13.000+1.74%
SoybeanOil.58.610. -0.090.   -0.15%
Wheat.      819.750.+5.250. +0.64%
CPOAgt 3438RM+22RM+0.64%$1136
Coal 27May 119.47 vs.116.80(20May)

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