By Martin Hutchinson, Contributing Editor, Money Morning
Since last November, the U.S. Federal Reserve has been buying U.S. Treasury bonds at a rate of about $75 billion a month. That's part of Fed Chairman Ben S. Bernanke's "QE2" program, under which the central bank was to buy $600 billion of the government bonds. But QE2 ended yesterday (Thursday), meaning the Fed will no longer be a big buyer of Treasury bonds.
Read More: http://moneymorning.com/2011/07/01/coming-bond-market-crash/
Blog milik Andri Zakarias Siregar, Analis, Trader, Investor & Trainer (Fundamental/Technical/Flowtist/Bandarmologi: Saham/FX/Commodity), berpengalaman 14 tahun. Narasumber: Berita 1 First Media, Channel 95 MNC(Indovision), MetroTV, ANTV, Bloomberg BusinessWeek, Investor Today, Tempo, Trust, Media Indonesia, Bisnis Indonesia, Seputar Indonesia, Kontan, Harian Jakarta, PasFM, Inilah.com, AATI-IFTA *** Semoga analisa CTA & informasi bermanfaat. Happy Zhuan & Success Trading. Good Luck.
Friday, July 1, 2011
Learning Level Intermediate - Advanced CTA: ASII vs BBRI vs BUMI (Follow The Arrow!!!)
System Trading yang akan di berikan dalam Workshop "9 Methods of New Style of Technical Analysis Saham" pada 16-17 Juli 2011 (Dapatkan kesempatan satu kali dan hanya satu2nya di tahun ini: EARLY BIRD discount 40% menjadi Rp 1.500.000 sebelum 8 Juli 2011).
Moon Cycle: Sesuai dengan ekspektasi CTA HITSAHAM: akumulasi 16-17 Juni, panen cuan menjelang New Moon (1 Juli)
Solar 24 Systems:
Solar Activity Forecast: Solar activity is expected to be very low with a slight chance for an isolated C-class flare.
HOLD BUY 18 saham 2 liners (target ada di artikel sebelumnya 23/24 Juni): SIPD/RUIS/CMNP/EKAD/JPRS/LCGP/INTA/MASA/DOID/CFIN/JTPE/CNKO/IPOL/MICE/GREN/BJBR/BORN
@ DOID: Speculative buy DOID selama diatas 1. 000 target 1. 050, add buy jika tembus target 1. 190.
@JSMR: Buy 3.675-3.650 target 3.725 (add buy jika break) target 3.850/4.100 stop loss dibawah 3.475.
Dirilis semalam di Saham Movers Shakers: 19- 20 WIB ( Rerun 22. 00 & 07. 30 WIB) . Indovision Ch 95/ Top TV & Okevision Ch. 99
@JSMR: Buy 3.675-3.650 target 3.725 (add buy jika break) target 3.850/4.100 stop loss dibawah 3.475.
Dirilis semalam di Saham Movers Shakers:
ASII: Bull Attack 68.000 (arrow). Risk > Reward. Ready for Correction soon.
BBRI: Bull attack 6.650 high, Risk > Reward short-term
BUMI: Risk < Reward, Akumulasi area 2.800-2.950 (Cicil Beli) target 3.225 stop loss dibawah 2.700
Laporan & Rumor Saham Indonesia 01-07 (Refresh)
2nd session on JCI 01.07.11
@ 3,927.098 (+38.529pts) (+0.991%)
H: 3,956.776 ; L: 3,888.202
Value: 5.44 T (NG 718 B )
Volume: 3.62 B (NG 440 M )
Foreign Nett Buy: 759 B
5 most active stocks by value:
BBRI @ 6,700 (+3.08%)
ASII @ 65,550 (+3.15%)
BMRI @ 7,300 (+1.39%)
BUMI @ 3,000 (+1.69%)
ADRO @ 2,500 (+2.04%)
5 most active stocks by volume:
BNBR @ 67 (0.00%)
DEWA @ 107 (+1.90%)
BKSL @ 124 (+4.20%)
ELTY @ 149 (+0.68%)
LPKR @ 650 (0.00%)
5 most up:
LION @ 5,550 (+24.72%)
INDS @ 5,850 (+18.18%)
AUTO @ 3,650 (+12.31%)
ASDM @ 570 (+11.76%)
GSMF @ 86 (+10.26%)
5 most down:
MLIA @ 405 (-7.95%)
BAPA @ 185 (-7.50%)
MYRX @ 210 (-6.67%)
PYFA @ 245 (-5.77%)
DPNS @ 520 (-5.45%)
5 Leading Movers:
ASII @ 65,550 (+9.45%)
BBRI @ 6,700 (+5.70%)
BBCA @ 7,800 (+4.27%)
BMRI @ 7,300 (+2.70%)
INDF @ 6,000 (+2.56%)
5 Lagging Movers:
TLKM @ 7,200 (-3.53%)
UNTR @ 24,500 (-1.74%)
JPFA @ 4,700 (-0.66%)
AALI @ 23,250 (-0.46%)
BRAU @ 540 (-0.40%)
Rgds,Nadya Isnaeni Data administrator Research Dept BNI Securities
Asing Beli Lagi, IHSG Ditutup Naik 1,03%
http://pasarmodal.inilah.com/read/detail/1658982/asing-beli-lagi-ihsg-ditutup-naik-103
Saham Unggulan Bantu IHSG Ukir Rekor Baru di 3.927
http://finance.detik.com/read/2011/07/01/160514/1672701/6/saham-unggulan-bantu-ihsg-ukir-rekor-baru-di-3927
Investor asing ramai-ramai mengoleksi bluechips
http://investasi.kontan.co.id/v2/read/1309512276/71739/Investor-asing-ramai-ramai-mengoleksi-bluechips
Indonesia Stock Movers: Astra, Bank Central Asia, Semen Gresik
http://www.bloomberg.com/news/2011-07-01/indonesia-stock-movers-astra-bank-central-asia-semen-gresik.html
Rupiah Gains This Week as Inflation Slows for a Fifth Month
http://www.bloomberg.com/news/2011-07-01/indonesian-rupiah-set-for-weekly-advance-on-inflation-confidence.html
Bayan Jual Saham KOT ke SUS
http://pasarmodal.inilah.com/read/detail/1658932/bayan-jual-saham-kot-ke-sus
Menteri: Tak Ada Lagi BUMN IPO di 2011
http://pasarmodal.inilah.com/read/detail/1658732/menteri-tak-ada-lagi-bumn-ipo-di-2011
Krakatau Steel Akan Cairkan Pinjaman Rp4,18 T
http://pasarmodal.inilah.com/read/detail/1658542/krakatau-steel-akan-cairkan-pinjaman-rp418-t
Anak usaha ASII dapat pinjaman dari 19 bank asing senilai US$ 200 juta
http://investasi.kontan.co.id/v2/read/1309508969/71728/Anak-usaha-ASII-dapat-pinjaman-dari-19-bank-asing-senilai-US-200-juta
Akhir pekan, bursa Asia bertengger di level tertinggi dalam sebulan terakhir
http://investasi.kontan.co.id/v2/read/1309510087/71732/Akhir-pekan-bursa-Asia-bertengger-di-level-tertinggi-dalam-sebulan-terakhir
KRAS akan cairkan pinjaman dari CIC maksimal US$ 42 juta di tahun ini
http://investasi.kontan.co.id/v2/read/1309506190/71718/KRAS-akan-cairkan-pinjaman-dari-CIC-maksimal-US-42-juta-di-tahun-ini
Citra Tubindo bayar dividen total US$ 16,8 juta
http://investasi.kontan.co.id/v2/read/1309504876/71715/Citra-Tubindo-bayar-dividen-total-US-168-juta
PTBA Pasok Batubara Pusri Selama 20 Tahun
http://finance.detik.com/read/2011/07/01/162211/1672724/6/ptba-pasok-batubara-pusri-selama-20-tahun
TRST NOW TRADES AT A P/E RATIO OF ONLY 4.7X 2011 EARNINGS (EPS: IDR110), COMPARED WITH ASIAN INDUSTRIAL AVERAGE P/E RATIO OF 12X. AT THAT AVERAGE TRST SHOULD BE FAIRLY VALUED AT IDR1,320/SHARE. BEST BUY IS AT ANY LEVELS BELOW IDR530
DOID 1H NET PROFIT MAY RISE BY 40% TO IDR356 BILLION FROM IDR256 BILLION IN 1H 2010
DOID NOW TRADES AT A P/E RATIO OF 10X 2011 EARNINGS (EPS: IDR104), COMPARED WITH ASIAN INDUSTRIAL COAL MINING AVERAGE OF 15X. FAIR VALUE OF INDUSTRIAL P/E AVERAGE IS AT IDR1,560. BEST BUY IS AT ANY LEVELS BELOW IDR1,100.
POLY recorded 80% YoY jump on net income PT Asia Pacific Fibers (POLY) has recorded net income of Rp410bn which is increased by 80% YoY in 1Q11. The higher net income was contributed by 40%YoY increase in revenue Rp1.4tr. At the end of this year, the company is optimistic to achieve revenue of US$500m which is 4.2% higher than its early expectation.
01 Juli Pengumuman data inflasi (consensus Bloomberg: 5.6% y/y), Rups Turi, cum dev Gema 3, Cum dev mrat 11,41, cum dev asri 4,03, cum dev toto 800, cum dev rmba 26, cum dev elsa 2,66, cum right issue krenn 4:1, cum dev trim 1
Jelang IPO, KS Benahi Krakatau Wajatama
http://pasarmodal.inilah.com/read/detail/1657962/jelang-ipo-ks-benahi-krakatau-wajatama
Bumi Debt Payment to Cic Not Dependent on Bonds, Director Says
2011-07-01 05:05:05.741 GMT By Yoga Rusmana
July 1 (Bloomberg) -- PT Bumi Resources’ plan to repay $1.9 billion of debt to China Investment Corp. isn’t dependent on the issuance of convertible bonds by its affiliate at the end of the third quarter, said Dileep Srivastava, a director at Indonesia’s biggest coal producer. The first tranche of $600 million is payable in October and is “independent” of the convertible bonds,’’ Srivastava said in an e-mailed response yesterday evening. The second tranche of another $600 million will be paid in October 2012 and the rest in October 2013, Srivastava said. Both of these tranches will be settled “with or without using convertible bonds,” he said.
Dileep: Pembayaran utang BUMI tak bergantung pada obligasi konversi
http://investasi.kontan.co.id/v2/read/1309503184/71710/Dileep-Pembayaran-utang-BUMI-ke-CIC-tak-bergantung-pada-obligasi-konversi
AUTO NOW TRADES AT A P/E RATIO OF 9X 2011 EARNINGS (EPS: IDR388 (E)); ON GGM AT PAR; ITS TARGET IS AT IDR5,430
JAKARTA. PT Perusahaan Gas Negara Tbk (PGAS) menandatangani dua nota kesepahaman (MoU) dengan PT Krakatau Steel Tbk (KRAS) dan PT Pupuk Sriwidjaja Palembang terkait pasokan gas bagi kedua perusahaan tersebut.
PGAS rencanakan pembangunan penerima LNG Jawa-Sumatra
http://investasi.kontan.co.id/v2/read/1309499592/71706/PGAS-rencanakan-pembangunan-penerima-LNG-Jawa-Sumatra
Krakatau Steel Raih Pinjaman USD600 Juta dari CIC
http://economy.okezone.com/read/2011/07/01/278/474792/krakatau-steel-raih-pinjaman-usd600-juta-dari-cic
Kupon Obligasi Medco Dipatok 6,05%
http://economy.okezone.com/read/2011/07/01/278/474705/kupon-obligasi-medco-dipatok-6-05
Akuisisi Indosiar, EMTK Kuasai Posisi Direksi
http://economy.okezone.com/read/2011/07/01/278/474675/akuisisi-indosiar-emtk-kuasai-posisi-direksi
Juni 2011, Cadangan Devisa RI Capai USD119 Miliar
http://economy.okezone.com/read/2011/07/01/20/474793/juni-2011-cadangan-devisa-ri-capai-usd119-miliar
@ 3,927.098 (+38.529pts) (+0.991%)
H: 3,956.776 ; L: 3,888.202
Value: 5.44 T (NG 718 B )
Volume: 3.62 B (NG 440 M )
Foreign Nett Buy: 759 B
5 most active stocks by value:
BBRI @ 6,700 (+3.08%)
ASII @ 65,550 (+3.15%)
BMRI @ 7,300 (+1.39%)
BUMI @ 3,000 (+1.69%)
ADRO @ 2,500 (+2.04%)
5 most active stocks by volume:
BNBR @ 67 (0.00%)
DEWA @ 107 (+1.90%)
BKSL @ 124 (+4.20%)
ELTY @ 149 (+0.68%)
LPKR @ 650 (0.00%)
5 most up:
LION @ 5,550 (+24.72%)
INDS @ 5,850 (+18.18%)
AUTO @ 3,650 (+12.31%)
ASDM @ 570 (+11.76%)
GSMF @ 86 (+10.26%)
5 most down:
MLIA @ 405 (-7.95%)
BAPA @ 185 (-7.50%)
MYRX @ 210 (-6.67%)
PYFA @ 245 (-5.77%)
DPNS @ 520 (-5.45%)
5 Leading Movers:
ASII @ 65,550 (+9.45%)
BBRI @ 6,700 (+5.70%)
BBCA @ 7,800 (+4.27%)
BMRI @ 7,300 (+2.70%)
INDF @ 6,000 (+2.56%)
5 Lagging Movers:
TLKM @ 7,200 (-3.53%)
UNTR @ 24,500 (-1.74%)
JPFA @ 4,700 (-0.66%)
AALI @ 23,250 (-0.46%)
BRAU @ 540 (-0.40%)
Rgds,Nadya Isnaeni Data administrator Research Dept BNI Securities
Asing Beli Lagi, IHSG Ditutup Naik 1,03%
http://pasarmodal.inilah.com/read/detail/1658982/asing-beli-lagi-ihsg-ditutup-naik-103
Saham Unggulan Bantu IHSG Ukir Rekor Baru di 3.927
http://finance.detik.com/read/2011/07/01/160514/1672701/6/saham-unggulan-bantu-ihsg-ukir-rekor-baru-di-3927
Investor asing ramai-ramai mengoleksi bluechips
http://investasi.kontan.co.id/v2/read/1309512276/71739/Investor-asing-ramai-ramai-mengoleksi-bluechips
Indonesia Stock Movers: Astra, Bank Central Asia, Semen Gresik
http://www.bloomberg.com/news/2011-07-01/indonesia-stock-movers-astra-bank-central-asia-semen-gresik.html
Rupiah Gains This Week as Inflation Slows for a Fifth Month
http://www.bloomberg.com/news/2011-07-01/indonesian-rupiah-set-for-weekly-advance-on-inflation-confidence.html
Bayan Jual Saham KOT ke SUS
http://pasarmodal.inilah.com/read/detail/1658932/bayan-jual-saham-kot-ke-sus
Menteri: Tak Ada Lagi BUMN IPO di 2011
http://pasarmodal.inilah.com/read/detail/1658732/menteri-tak-ada-lagi-bumn-ipo-di-2011
Krakatau Steel Akan Cairkan Pinjaman Rp4,18 T
http://pasarmodal.inilah.com/read/detail/1658542/krakatau-steel-akan-cairkan-pinjaman-rp418-t
Anak usaha ASII dapat pinjaman dari 19 bank asing senilai US$ 200 juta
http://investasi.kontan.co.id/v2/read/1309508969/71728/Anak-usaha-ASII-dapat-pinjaman-dari-19-bank-asing-senilai-US-200-juta
Akhir pekan, bursa Asia bertengger di level tertinggi dalam sebulan terakhir
http://investasi.kontan.co.id/v2/read/1309510087/71732/Akhir-pekan-bursa-Asia-bertengger-di-level-tertinggi-dalam-sebulan-terakhir
KRAS akan cairkan pinjaman dari CIC maksimal US$ 42 juta di tahun ini
http://investasi.kontan.co.id/v2/read/1309506190/71718/KRAS-akan-cairkan-pinjaman-dari-CIC-maksimal-US-42-juta-di-tahun-ini
Citra Tubindo bayar dividen total US$ 16,8 juta
http://investasi.kontan.co.id/v2/read/1309504876/71715/Citra-Tubindo-bayar-dividen-total-US-168-juta
PTBA Pasok Batubara Pusri Selama 20 Tahun
http://finance.detik.com/read/2011/07/01/162211/1672724/6/ptba-pasok-batubara-pusri-selama-20-tahun
TRST NOW TRADES AT A P/E RATIO OF ONLY 4.7X 2011 EARNINGS (EPS: IDR110), COMPARED WITH ASIAN INDUSTRIAL AVERAGE P/E RATIO OF 12X. AT THAT AVERAGE TRST SHOULD BE FAIRLY VALUED AT IDR1,320/SHARE. BEST BUY IS AT ANY LEVELS BELOW IDR530
DOID 1H NET PROFIT MAY RISE BY 40% TO IDR356 BILLION FROM IDR256 BILLION IN 1H 2010
DOID NOW TRADES AT A P/E RATIO OF 10X 2011 EARNINGS (EPS: IDR104), COMPARED WITH ASIAN INDUSTRIAL COAL MINING AVERAGE OF 15X. FAIR VALUE OF INDUSTRIAL P/E AVERAGE IS AT IDR1,560. BEST BUY IS AT ANY LEVELS BELOW IDR1,100.
POLY recorded 80% YoY jump on net income PT Asia Pacific Fibers (POLY) has recorded net income of Rp410bn which is increased by 80% YoY in 1Q11. The higher net income was contributed by 40%YoY increase in revenue Rp1.4tr. At the end of this year, the company is optimistic to achieve revenue of US$500m which is 4.2% higher than its early expectation.
01 Juli Pengumuman data inflasi (consensus Bloomberg: 5.6% y/y), Rups Turi, cum dev Gema 3, Cum dev mrat 11,41, cum dev asri 4,03, cum dev toto 800, cum dev rmba 26, cum dev elsa 2,66, cum right issue krenn 4:1, cum dev trim 1
Jelang IPO, KS Benahi Krakatau Wajatama
http://pasarmodal.inilah.com/read/detail/1657962/jelang-ipo-ks-benahi-krakatau-wajatama
Bumi Debt Payment to Cic Not Dependent on Bonds, Director Says
2011-07-01 05:05:05.741 GMT By Yoga Rusmana
July 1 (Bloomberg) -- PT Bumi Resources’ plan to repay $1.9 billion of debt to China Investment Corp. isn’t dependent on the issuance of convertible bonds by its affiliate at the end of the third quarter, said Dileep Srivastava, a director at Indonesia’s biggest coal producer. The first tranche of $600 million is payable in October and is “independent” of the convertible bonds,’’ Srivastava said in an e-mailed response yesterday evening. The second tranche of another $600 million will be paid in October 2012 and the rest in October 2013, Srivastava said. Both of these tranches will be settled “with or without using convertible bonds,” he said.
Dileep: Pembayaran utang BUMI tak bergantung pada obligasi konversi
http://investasi.kontan.co.id/v2/read/1309503184/71710/Dileep-Pembayaran-utang-BUMI-ke-CIC-tak-bergantung-pada-obligasi-konversi
AUTO NOW TRADES AT A P/E RATIO OF 9X 2011 EARNINGS (EPS: IDR388 (E)); ON GGM AT PAR; ITS TARGET IS AT IDR5,430
JAKARTA. PT Perusahaan Gas Negara Tbk (PGAS) menandatangani dua nota kesepahaman (MoU) dengan PT Krakatau Steel Tbk (KRAS) dan PT Pupuk Sriwidjaja Palembang terkait pasokan gas bagi kedua perusahaan tersebut.
PGAS rencanakan pembangunan penerima LNG Jawa-Sumatra
http://investasi.kontan.co.id/v2/read/1309499592/71706/PGAS-rencanakan-pembangunan-penerima-LNG-Jawa-Sumatra
Krakatau Steel Raih Pinjaman USD600 Juta dari CIC
http://economy.okezone.com/read/2011/07/01/278/474792/krakatau-steel-raih-pinjaman-usd600-juta-dari-cic
Kupon Obligasi Medco Dipatok 6,05%
http://economy.okezone.com/read/2011/07/01/278/474705/kupon-obligasi-medco-dipatok-6-05
Akuisisi Indosiar, EMTK Kuasai Posisi Direksi
http://economy.okezone.com/read/2011/07/01/278/474675/akuisisi-indosiar-emtk-kuasai-posisi-direksi
Juni 2011, Cadangan Devisa RI Capai USD119 Miliar
http://economy.okezone.com/read/2011/07/01/20/474793/juni-2011-cadangan-devisa-ri-capai-usd119-miliar
Inflasi Terkendali, IHSG Sesi I Ditutup Meroket. Net foreign sell Rp32,57 miliar.
http://pasarmodal.inilah.com/read/detail/1657732/inflasi-terkendali-ihsg-sesi-i-ditutup-meroket
Sesi Dua, Pilih Saham Berfundamental Kokoh
http://pasarmodal.inilah.com/read/detail/1657702/sesi-dua-pilih-saham-berfundamental-kokoh
IIG Alihkan Saham di TRUB ke Deutsche Bank
http://pasarmodal.inilah.com/read/detail/1657632/iig-alihkan-saham-di-trub-ke-deutsche-bank
Bloomberg: Bank Rakyat Indonesia Gains, Leading Banks, as Inflation Slows
BPS: Harga Beras Melonjak, Inflasi Juni Capai 0,55%
Bloomberg: Astra Advances to at Least 19-Year High as CLSA Raises Estimate
BLOOMBERG: *INDONESIA INFLATION LIKELY TO CONTINUE TO EASE, NASUTION SAYS. *RUPIAH MAY FURTHER STRENGHTEN IN 2ND HALF, DARMIN NASUTION SAYS. *RUPIAH GAINS MAY NOT BE AS HIGH AS IN 1ST HALF
Target IHSG Juli Ini di Level 4.100
Usaha Anjlok, Laba Multipolar Tergerus 24,82%
Konversi Obligasi Ditolak, Buy BUMI
Alkindo Tetapkan Harga Saham Perdana Rp225
BKSL Rights Issue Tanpa HMETD 2,85M Saham
Pemegang saham mulai benahi Elnusa
Otoritas memanggil penjamin emisi Visi Media
BLOOMBERG: *YIELD ON INDONESIA'S FIVE-YEAR NOTE DROPS 9BP TO 2.63 PERCENT. *INDONESIA SUKUK YIELDS DROP TO RECORD LOW AS INFLATION SLOWS
BLOOMBERG: *INDONESIA'S JUNE CORE INFLATION RISES 4.63% FROM YEAR EARLIER. *INDONESIA'S JUNE CONSUMER PRICES RISE 5.54% FROM YEAR EARLIER *INDONESIA'S JUNE CONSUMER PRICES RISE 0.55% FROM MONTH AGO. *INDONESIA'S MAY EXPORTS RISE 45.3% FROM YEAR EARLIER
Bloomberg: Indofood Agri Resources Cut to Sell vs Neutral at UBS
Bloomberg: Sentul City Targets 333.9 Billion Rupiah in New Share Sale
Bloomberg: Bank Mandiri Provides Loan to Holcim Indonesia, Bisnis Reports
Bloomberg: Semen Gresik Plans to Buy 20% Stake in Kertas Kraft, Daily Says
Inilah Saham Pilihan Jumat (1/7)
Rekomendasi Saham
IHSG Siap Cetak Rekor Baru Lagi
IHSG Bakal Capai Cetak Rekor Baru 3.905 Hari Ini
INILAH.COM, Jakarta - Pemegang saham lama PT Radiant Utama Interinsco Tbk (RUIS) dikabarkan akan melepas saham kepada grup Rajawali sebesar 30%. Hal itu akan menaikkan harga buku saham RUIS dari Rp285 per saham ke Rp600 dalam jangka pendek. Investor asing pun dikabarkan berminat dengan saham RUIS. Pada perdagangan saham kemarin, saham RUIS ditutup di level Rp260 per saham.
INILAH.COM, Jakarta - Saham Bank Victoria Tbk (BVIC) dikabarkan diminati oleh dua bank asal ASEAN. Kabar tersebut membuat saham BVIC dikerek naik ke level Rp250-Rp300 per saham. Selain itu, saham BVIC diminati investor lokal. Pada perdagangan saham kemarin saham BVIC ditutup di level Rp142 per saham dengan volume 2,51 miliar saham.
Beli Saham BUMI di Rp2.925-2.950
Siam Commercial Bank Lepas Saham ENRG
BBRI Bayar Akuisisi Saham AGRO Hingga Rp22,5 M
Rupiah Diprediksi Bergerak di Kisaran 8.560-8.610
Bursa Asia Menguat di Awal Kuartal Tiga
Bayar utang, TMAS kembali menjual kapal
INDY masih bertopang pada kinerja anak usaha
Capex JAWA melaju jadi Rp 273 miliar
ADES menggosok bisnis kosmetik
VOKS targetkan pertumbuhan laba bersih hingga Rp 56 miliar tahun ini
Thursday, June 30, 2011
Laporan & Rumor Saham Indonesia 30-06 (Refresh): Window Dressing!!!
30 Juni 2011 Rups Pembangunan Graha Lestari, Mitra International Resources, Onix Capital, Lmas, Nisp, Lami, Tmas, PKPK, golden retailindo, SSTM, ALFA, LCGP, SIMA, pnin, cfin, Perdana Bangun Pusaka, Akasha Wira Int, Asia Natural Resources, Asuransi Multi, PNBN, Nisp, Cum Right Issue IMAS 3: 1 (7500-9500), Cum Dev JPFA 365, Cum Dev Jaya Konstruksi Manggala 13, Cum Dev MREI 25, Cum dev JRPT 33, cum dev mbai 50, Cum Dev PJAA 41,5, cum dev SGRO 108.
BLOOMBERG: *ASTRA AGRO RISES MOST IN EIGHT WEEKS AS PALM OIL EXTEND GAINS
*PALM OIL GAINS AS MUCH AS 0.7% TO 3,132 RINGGIT A METRIC TON
BLOOMBERG: *ASTRA AGRO RISES MOST IN EIGHT WEEKS AS PALM OIL EXTEND GAINS
*PALM OIL GAINS AS MUCH AS 0.7% TO 3,132 RINGGIT A METRIC TON
[Reuters] UPDATE 1-Indonesia-Market Factors to watch – Last June The Five analysts offering 12 month price targets for Delta Dunia Makmur Tbk PT [DOID.JK] have a median target of 1,800, with a high estimate of 2,230 and a low estimate of 1,600. The median estimate represents a 80 % increase from the last price of 1,000. Currently trading at 10x PER and still attractive, when compared with other companies who traded an average PER of 20 x, such ADRO.JK, BYAN.JK, INDY.JK.
*DJ Gudang Garam Target Raised To IDR62,000 From IDR43,500 By DB
Bloomberg: PT Buana Listya Tama Rated New Neutral at JPMorgan
Bloomberg: CIC Asks Bumi to Pay Debt in Cash, Bisnis Indonesia Reports
Bloomberg: Medco Plans to Raise $550 Million With Loans, Bonds, Daily Says
Bloomberg: Tiga Pilar Wins Tender to Buy Snack Producer, Daily Reports
Inilah Saham Pilihan Kamis (30/6/2011)
Yunani Berhemat, IHSG masih Berpotensi Menguat
Nothing to Worry! IHSG Juli Capai Rekor 4.000
IHSG Masih Berpotensi Menguat
IHSG Siap Respons Hasil Positif dari Yunani
Indonesia IPOs Set for Record as Stocks Rally
Indonesia’s consumer prices rose 5.98 percent in May from a year earlier, decelerating for a fourth straight month. Inflation may slow to 5.6 percent in June, according to a Bloomberg News survey of economists.
SMSM Siap Terjun ke Bisnis Alat Berat
Semen Gresik akan Bangun 2 Pabrik Baru
Pasar Saham Menunggu Kabar Baik
Saham BUMI Tawarkan Entry Point yang Menarik
Reward Saham BUMI Lebih Besar Ketimbang Risiko
AMFG bagi dividen senilai Rp 80 per saham
Inilah Alasan Kinerja TLKM Jalan di Tempat
GIAA kantongi fasilitas pinjaman senilai US$ 55 juta
APOL restrukturisasi utang Rp 6,35 triliun
Hingga Mei, perolehan target DGIK masih jauh dari target
Triwira Insan Lestari tak bagikan dividen
Tiga Pilar putuskan laba ditahan Rp75,23 miliar
Duta Graha bagi dividen Rp15 miliar
RUPS Gapuraprima setujui dividen Rp1 per saham
Indopoly bagi dividen Rp3 per saham
Stok AS anjlok tajam, minyak melesat ke level US$ 95,2 per barel
Sinyal positif dari Yunani, S&P 500 dan Dow Jones lanjut reli hari ketiga
Based on Bumi's Plc closing price yesterday, this transaction would translate into BUMI share price of Rp2,825/share or about 6.6% lower than BUMI closing price of Rp3,025. "Our take is that this theoretical conversion price of Bumi Plc is lower than the current BUMI’s actual market price which made the transaction looks less attractive for existing BUMI’s shareholders. But Bumi Plc is still aiming to increase its shareholding at BUMI up to 51% until 3Q11," said analyst Herman Koeswanto at Mandiri Sekuritas in an investor digest published today. Under FTSE Ground Rules, one of the main conditions that must be met is that Bumi Plc needs to have a free float of not less than 50%. And currently the minimum market cap for the top 80 of FTSE 100 stock is GBP3.3 billion vs Bumi Plc’s (Bumi LN
JAKARTA. PT Semen Gresik Tbk (SMGR) membagi dividen sebesar 50% dari laba bersih tahun lalu atau sekitar Rp 1,82 triliun."Nilai dividen sebesar Rp 306,5 per saham,"
Stocks closed higher for a third-consecutive session Wednesday, led by banks, amid end-of-quarter window dressing and after the Greek parliament approved austerity measures to avoid a debt default.
Dow. 12261.42. +72.73. +0.60%
Nasdaq. 2740.49. +11.18. +0.41%
S&P 500. 1307.41. +10.74. +0.83%
FTSE. 5855.95. +89.07. +1.54%
Dax. 7294.14. +123.71 +1.73%
CAC40. 3924.23. +72.34. +1.88%. Oil. 94.77. +1.88. +2.02%
Gold. 1511.400 +1.000. +0.07%
Rupiah. 8607.5. (DE/ls)
Euro. 1.4469. (DE/ls)
TLKM. 34.16.+0.24+0.71%. Rp7350
ISAT. 29.93.+0.32+1.08% Rp5152
Vallar.
EIDO. 31.750. +0.270. +0.857%
Timah. 25650. +375
Nickel. 22975. +395
CPOSep3109RM+63RM+1.50%$1025
Corn. 652.500. +2.000.+0.31%
SoybeanOil.57.080. +0.070.+0.12%
Wheat. 676.750. +2.500 +0.37%
Coal 24 Jun 121.17 vs.119.19(17 Jun)
What Astronomy Tell U in The End of June 2011. Window Dressing vs End of QE2 The Fed
Moon Cycle: Menjelang of New Moon (1 Juli) dalam intraday technically overbought di DJIA (impulse 3 Rally on the way) & IHSG (Impulse v/3 Rally motive menuju resist 3.855/3.873), dapat picu profit-taking pada Jumat (1 Juli), berkat The End of QE The Fed & Memprediksi lemahnya US Jobless Claims (30/06).
Solar 24:
Solar Activity Forecast: Solar activity is expected to be very low for the period (29 Jun - 1 July), with a chance for an isolated C-class flare = Strong Buying Power
Solar Activity Forecast: Solar activity is expected to be very low for the period (29 Jun - 1 July), with a chance for an isolated C-class flare = Strong Buying Power
World Climate:
Tuesday, June 28, 2011
YOU GOT NOTHING TO LOSE!!! 100% MONEY BACK GUARANTEE FOR WORKSHOP "9 METHODS OF CTA"
JADWAL / HARGA & MEKANISME PEMBAYARAN:
*** 9 Hari Untuk Early Bird Terakhir (Disc 40% hingga 08 Juli 2011) ***
MATERI WORKSHOP CTA 16-17 JULI:
TRACK RECORD CTA: 23 - 28 JUNI 2011:
PYFA (72%: 3 Posisi) + EKAD (5%) + CLPI (7.2%) + INDS (12.6%) + BIPI (14.28%) + ALMI (3.12%) + JTPE (10.27%) + KAEF (21.5%) + SSIA (3.03%) + TURI (12.72%) = Total +161.72%
SAMPLE CTA CHARTS:
MEMBUAT STRATEGY CTA HITSAHAM MENJADI HAPPY CUAN!
28/06: PYFA: TARGET TERCAPAI 300/330: BUY & SHORT SELL
23/06: KAEF: TARGET TERCAPAI 300/310: BUY & SHORT SELL
22/06:INDS >>> TARGET TERCAPAI 5.000-5.450
Why Money Managers Fail To Beat The Market
Here are three easy ways to beat the market: Deception, irrelevance and bad math.
Perhaps some explanation is in order…
It’s a well-known fact that three out of four investment professionals fail to beat an unmanaged index each year. Over the long term, the percentage is much greater.
Yet everywhere you go, investment advisors claim they’re generating superior results. It’s a bit confounding. So let’s take a closer look…
Read More: http://www.dailymarkets.com/stock/2011/06/27/why-money-managers-fail-to-beat-the-market/
How to Beat the Markets: Tracking the Elephant Herd Through Institutional Ownership
http://www.investmentu.com/2009/May/how-to-beat-the-markets.html
The Masters 100 Fund: One Way to Find Money Managers
http://www.investmentu.com/2008/June/money-managers.html
Perhaps some explanation is in order…
It’s a well-known fact that three out of four investment professionals fail to beat an unmanaged index each year. Over the long term, the percentage is much greater.
Yet everywhere you go, investment advisors claim they’re generating superior results. It’s a bit confounding. So let’s take a closer look…
Read More: http://www.dailymarkets.com/stock/2011/06/27/why-money-managers-fail-to-beat-the-market/
How to Beat the Markets: Tracking the Elephant Herd Through Institutional Ownership
http://www.investmentu.com/2009/May/how-to-beat-the-markets.html
The Masters 100 Fund: One Way to Find Money Managers
http://www.investmentu.com/2008/June/money-managers.html
Laporan & Rumor Saham Indonesia 28-06 (Refresh) Window Dressing + Morgan Stanley
2nd session on JCI 28.06.11
@ 3,830.273 (+16.848pts) (+0.442%)
H: 3,838.594 ; L: 3,813.517
Value: 3.42 T (NG 573 B )
Volume: 3.81 B (NG 448 M )
Foreign Nett Buy: 62 B
5 most active stocks by value:
BUMI @ 3,000 (-0.83%)
ASII @ 61,550 (+0.82%)
CPIN @ 1,960 (+2.62%)
BBRI @ 6,400 (0.00%)
TLKM @ 7,250 (+2.11%)
5 most active stocks by volume:
SIPD @ 67 (+4.69%)
PYFA @ 265 (+1.92%)
ENRG @ 200 (-2.44%)
BNBR @ 66 (-1.49%)
LCGP @ 62 (+8.77%)
5 most up:
BMSR @ 240 (+20.00%)
TRST @ 490 (+18.07%)
ALMI @ 1,360 (+14.29%)
PUDP @ 440 (+12.82%)
ALKA @ 450 (+12.50%)
5 most down:
MICE @ 520 (-11.86%)
GDYR @ 10,500 (-8.70%)
LAMI @ 195 (-7.14%)
MTFN @ 1,050 (-7.08%)
ASDM @ 410 (-6.82%)
5 Leading Movers:
TLKM @ 7,250 (+3.53%)
GGRM @ 47,650 (+3.26%)
EXCL @ 6,100 (+2.49%)
ASII @ 61,550 (+2.36%)
SMGR @ 9,600 (+1.38%)
5 Lagging Movers:
UNVR @ 14,900 (-2.23%)
ITMG @ 45,150 (-0.85%)
BUMI @ 3,000 (-0.60%)
BDMN @ 5,900 (-0.48%)
ISAT @ 5,050 (-0.31%)
Rgds, Nadya Isnaeni Data administrator Research Dept BNI Securities
Semen Gresik Patok Dividen Rp 306 per Lembar Saham
http://finance.detik.com/read/2011/06/28/170611/1670809/6/semen-gresik-patok-dividen-rp-306-per-lembar-saham?f9911023
Asing Bertahan, IHSG Ditutup Menguat 0,4%. Net foreign buy Rp62,2 miliar
http://pasarmodal.inilah.com/read/detail/1649362/asing-bertahan-ihsg-ditutup-menguat-04
Investor Wait and See, IHSG Masih Menguat 16 Poin
http://finance.detik.com/read/2011/06/28/160741/1670730/6/investor-wait-and-see-ihsg-masih-menguat-16-poin
Inilah 10 Top Foreign Sell Saham Selasa (28/6)
http://pasarmodal.inilah.com/read/detail/1649402/inilah-10-top-foreign-sell-saham-selasa-286
Inilah 10 Top Foreign Sell Saham Selasa (28/6)
http://pasarmodal.inilah.com/read/detail/1649402/inilah-10-top-foreign-sell-saham-selasa-286
Saham PYFA Teraktif Diperdagangkan Selasa (28/6)
http://pasarmodal.inilah.com/read/detail/1649532/saham-pyfa-teraktif-diperdagangkan-selasa-286
Investor Wait&See Jelang Libur, IHSG Naik 16 Poin
http://pasarmodal.inilah.com/read/detail/1649312/investor-waitsee-jelang-libur-ihsg-naik-16-poin
ASII memimpin penguatan indeks sebesar 0,44%
http://investasi.kontan.co.id/v2/read/1309252572/71459/ASII-memimpin-penguatan-indeks-sebesar-044
Fitch beri rating Bank Commonwealth AAA
http://investasi.kontan.co.id/v2/read/1309251234/71455/Fitch-beri-rating-Bank-Commonwealth-AAA
Harga ASII bertengger ke level tertinggi dalam sebulan terakhir
http://investasi.kontan.co.id/v2/read/1309249585/71452/Harga-ASII-bertengger-ke-level-tertinggi-dalam-sebulan-terakhir
BRMS Andalkan Dividen Newmont & BRJ
http://pasarmodal.inilah.com/read/detail/1648842/brms-andalkan-dividen-newmont-brj
Duta Graha Sebar Dividen Rp 2,75 per Saham
http://finance.detik.com/read/2011/06/28/144622/1670624/6/duta-graha-sebar-dividen-rp-275-per-saham
Bloomberg: Semen Gresik Gains Most in Two Weeks After Plan to Boost Output
30 Juni 2011 Rups Pembangunan Graha Lestari, Mitra International Resources, Onix Capital, Lmas, Nisp, Lami, Tmas, PKPK, golden retailindo, SSTM, ALFA, LCGP, SIMA, pnin, cfin, Perdana Bangun Pusaka, Akasha Wira Int, Asia Natural Resources, Asuransi Multi, PNBN, Nisp, Cum Right Issue IMAS 3: 1 (7500-9500), Cum Dev JPFA 365, Cum Dev Jaya Konstruksi Manggala 13, Cum Dev MREI 25, Cum dev JRPT 33, cum dev mbai 50, Cum Dev PJAA 41,5, cum dev SGRO 108.
28 Juni 2011 Rups DGIK, Kedaung Indah, Bank Windu Kencana,Radian Utama Interinsco, Central Online, JKSW, STTP, Sumi Indo Kabel, Saip, Central Omega, TRIL, ATPK Resources, Apol, Asdm, Indopoly swakarsa, Dayaindo resources, IDKM, Perdana Gapura Prima, ARTI, Perdana Gapura Prima, Leo Investmen, Garda Tujuh Buana, SMGR, BUMI, INDR, Dana supra, Apol, Asdm Cum Dev SMRA 10
Bloomberg: Gudang Garam Rises to 7-Month High as Deutsche Raises Estimate
Bloomberg: Astra Gains to One-Month High After Indonesia Stocks Upgrade
BLOOMBERG: *BUMI BECOMES NEW PREMIUM LISTED PARENT COMPANY OF VALLAR PLC
Bloomberg: Bumi Minerals Allocates $400 Million for 2011 and 2012 Capex. *BUMI MINERALS WON'T PAY DIVIDEND FROM 2010 PROFIT, HIDAYAT SAYS
Bloomberg: China Nickel Pig-Iron Output to Cap Prices, Morgan Stanley Says
Bloomberg: *INDONESIA 2011 GDP MAY EXPAND MORE THAN 6.5%, RAJASA SAYS
BLOOMBERG: *SEMEN GRESIK TO BOOST 2011 OUTPUT TO 19M TONS VS 18M: SUTJIPTO
Asing Sell, IHSG Dibuka Tetap Naik 0,4%. Net foreign sell Rp27,4 miliar
http://pasarmodal.inilah.com/read/detail/1647572/asing-sell-ihsg-dibuka-tetap-naik-04
Sesi perdagangan pertama, IHSG menguat 0,35%
http://investasi.kontan.co.id/v2/read/1309238825/71436/Sesi-perdagangan-pertama-IHSG-menguat-035
Saham Unggulan Dikoleksi, IHSG Bertahan di Zona Hijau
http://finance.detik.com/read/2011/06/28/120620/1670458/6/saham-unggulan-dikoleksi-ihsg-bertahan-di-zona-hijau
Cara Mengelola Dana Pasca Pensiun Dini
http://finance.detik.com/read/2011/06/28/103749/1670281/479/cara-mengelola-dana-pasca-pensiun-dini
Harapan Utang Yunani, Bursa Eropa Bakal Naik
http://pasarmodal.inilah.com/read/detail/1648402/harapan-utang-yunani-bursa-eropa-bakal-naik
IPOL Targetkan Laba Bersih 10% Tahun 2011
http://pasarmodal.inilah.com/read/detail/1648192/ipol-targetkan-laba-bersih-10-tahun-2011
PGLI Andalkan Anak Usaha di Sektor Pembangkit
http://pasarmodal.inilah.com/read/detail/1648292/pgli-andalkan-anak-usaha-di-sektor-pembangkit
Matahari Raih Peringkat Pertama Kategori Ritel
http://pasarmodal.inilah.com/read/detail/1648302/matahari-raih-peringkat-pertama-kategori-ritel
Mei, Transaksi Kartu Kredit Danamon Capai Rp4 T
http://pasarmodal.inilah.com/read/detail/1648312/mei-transaksi-kartu-kredit-danamon-capai-rp4-t
Bank Permata Tuntaskan Penerbitan Subdebt Rp 1,75 Triliun
http://finance.detik.com/read/2011/06/28/104736/1670293/6/bank-permata-tuntaskan-penerbitan-subdebt-rp-175-triliun
IPOL bagikan dividen sebesar Rp 19 miliar
http://investasi.kontan.co.id/v2/read/1309236151/71431/IPOL-bagikan-dividen-sebesar-Rp-19-miliar
BLOOMBERG: *LISTRIK NEGARA'S UNIT TO SEEK 3.96 MILLION TONS OF THERMAL-COAL. *PEMBANGKITAN JAWA BALI SAYS IT SEEKS 110,000 TONS/MONTH :PLN IJ
Bloomberg: Sumitomo, Mitsui to Develop Gas Blocks in Indonesia
Bakrie Telecom, Gas Negara, Indopoly: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-06-28/bakrie-telecom-gas-negara-indopoly-indonesia-equity-preview.html
Taiwan Shares Cut, Indonesia Raised at Morgan Stanley
http://www.bloomberg.com/news/2011-06-28/taiwan-shares-cut-at-morgan-stanley-indonesia-rating-raised.html
BLOOMBERG: *INDONESIA 2011 BUDGET DEFICIT MAY RISE, OFFICIAL SAYS. *INDONESIA 2011 BUDGET DEFICIT NOT MORE THAN 2.1%, OFFICIAL SAYS
Bursa Regional 'Menghijau', IHSG Naik Tipis 8 Poin
http://finance.detik.com/read/2011/06/28/093649/1670138/6/bursa-regional-menghijau-ihsg-naik-tipis-8-poin
Saham AALI masih di Area Beli
http://pasarmodal.inilah.com/read/detail/1647452/saham-aali-masih-di-area-beli
Teka-teki baru dari bisnis Grup Bakrie
http://investasi.kontan.co.id/v2/read/1309228838/71416/Teka-teki-baru-dari-bisnis-Grup-Bakrie
BLOOMBERG: *INDONESIA, PHILIPPINES RATING RAISED AT MORGAN STANLEY. *INDONESIA, PHILIPPINES RATED `EQUAL-WEIGHT' AT MORGAN STANLEY *TAIWAN, COLOMBIA SHARES CUT TO `UNDERWEIGHT' AT MORGAN STANLEY.
Bloomberg: Indonesia to Start Anti-Dumping Investigations on Coil Imports
Bloomberg: Indopoly to Spend $50 Million to Boost Output, Kontan Reports
Bloomberg: Best Indonesian Sukuk Fund Targets 10% Return: Islamic Finance
Bloomberg: Bakrie Telecom to Buy 4G License Holder, Investor Daily Reports
Bloomberg: Bank Central Asia Cut to Reduce at Nomura, PT 6,700 Rupiah
Bakrie Telecom, Gas Negara, Indopoly: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-06-28/bakrie-telecom-gas-negara-indopoly-indonesia-equity-preview.html
INILAH.COM, Jakarta - PT Wintermar Offshore Marine Tbk (WINS) disebut-sebut menjadi salah satu perusahaan yang sedang didekati Texas Pacific Group (TPG). Perseroan dinilai memiliki valuasi yang masih murah. Proses transaksi ini diperkirakan akan terjadi pada Juli mendatang. Pada perdagangan kemarin saham WINS naik Rp10 ke Rp335 dengan volume perdagangan 15.530 saham senilai Rp2,5 miliar sebanyak 156 kali transaksi.
Inilah Saham Batu Bara Potensial Technical Rebound
http://pasarmodal.inilah.com/read/detail/1646702/inilah-saham-batu-bara-potensial-technical-rebound
Inilah Rekomendasi Saham Selasa (28/6)
http://pasarmodal.inilah.com/read/detail/1645852/inilah-rekomendasi-saham-selasa-286
Rekomendasi: Saham apa yang menarik hari ini?
http://www.bisnis.com/market/saham/29059-rekomendasi-saham-apa-yang-menarik-hari-ini
Rekomendasi Saham
IHSG Siap-siap Ikut Menguat
http://finance.detik.com/read/2011/06/28/074405/1670086/6/ihsg-siap-siap-ikut-menguat
PGAS Anggarkan Capex US$200 Juta di 2011
http://pasarmodal.inilah.com/read/detail/1646202/pgas-anggarkan-capex-us200-juta-di-2011
PGAS Bagi Dividen Rp3,74 Triliun
http://pasarmodal.inilah.com/read/detail/1645892/pgas-bagi-dividen-rp374-triliun
GGRM akan bayar dividen Rp 880 per saham
http://investasi.kontan.co.id/v2/read/1309174565/71387/GGRM-akan-bayar-dividen-Rp-880-per-saham
PermataBank Tuntaskan Penerbitan Obligasi Rp1,75 T
http://pasarmodal.inilah.com/read/detail/1647372/permatabank-tuntaskan-penerbitan-obligasi-rp175-t
WINS sedang Didekati Texas Pacific Group
http://pasarmodal.inilah.com/read/detail/1647412/wins-sedang-didekati-texas-pacific-group
BHIT akan Bawa MNC Sky Vision IPO
http://pasarmodal.inilah.com/read/detail/1647322/bhit-akan-bawa-mnc-sky-vision-ipo
Akumulasi Saham Batu Bara Saat Minyak US$98
http://pasarmodal.inilah.com/read/detail/1646692/akumulasi-saham-batu-bara-saat-minyak-us98
ICON Rencana Merger dengan GWA
http://pasarmodal.inilah.com/read/detail/1646082/icon-rencana-merger-dengan-gwa
Harap-harap Cemas Yunani, Rupiah Rebound
http://pasarmodal.inilah.com/read/detail/1646772/harap-harap-cemas-yunani-rupiah-rebound
SSIA laksanakan stock split 1:4 pada 7 Juli 2011
http://investasi.kontan.co.id/v2/read/1309173684/71386/SSIA-laksanakan-stock-split-14-pada-7-Juli-2011
Tifico incar laba US$11 juta
http://www.bisnis.com/market/saham/29021-tifico-incar-laba-us11-juta
Bakrieland raih penjualan Rp950 miliar
http://www.bisnis.com/market/saham/28968-bakrieland-raih-penjualan-rp950-miliar
@ 3,830.273 (+16.848pts) (+0.442%)
H: 3,838.594 ; L: 3,813.517
Value: 3.42 T (NG 573 B )
Volume: 3.81 B (NG 448 M )
Foreign Nett Buy: 62 B
5 most active stocks by value:
BUMI @ 3,000 (-0.83%)
ASII @ 61,550 (+0.82%)
CPIN @ 1,960 (+2.62%)
BBRI @ 6,400 (0.00%)
TLKM @ 7,250 (+2.11%)
5 most active stocks by volume:
SIPD @ 67 (+4.69%)
PYFA @ 265 (+1.92%)
ENRG @ 200 (-2.44%)
BNBR @ 66 (-1.49%)
LCGP @ 62 (+8.77%)
5 most up:
BMSR @ 240 (+20.00%)
TRST @ 490 (+18.07%)
ALMI @ 1,360 (+14.29%)
PUDP @ 440 (+12.82%)
ALKA @ 450 (+12.50%)
5 most down:
MICE @ 520 (-11.86%)
GDYR @ 10,500 (-8.70%)
LAMI @ 195 (-7.14%)
MTFN @ 1,050 (-7.08%)
ASDM @ 410 (-6.82%)
5 Leading Movers:
TLKM @ 7,250 (+3.53%)
GGRM @ 47,650 (+3.26%)
EXCL @ 6,100 (+2.49%)
ASII @ 61,550 (+2.36%)
SMGR @ 9,600 (+1.38%)
5 Lagging Movers:
UNVR @ 14,900 (-2.23%)
ITMG @ 45,150 (-0.85%)
BUMI @ 3,000 (-0.60%)
BDMN @ 5,900 (-0.48%)
ISAT @ 5,050 (-0.31%)
Rgds, Nadya Isnaeni Data administrator Research Dept BNI Securities
Semen Gresik Patok Dividen Rp 306 per Lembar Saham
http://finance.detik.com/read/2011/06/28/170611/1670809/6/semen-gresik-patok-dividen-rp-306-per-lembar-saham?f9911023
Asing Bertahan, IHSG Ditutup Menguat 0,4%. Net foreign buy Rp62,2 miliar
http://pasarmodal.inilah.com/read/detail/1649362/asing-bertahan-ihsg-ditutup-menguat-04
Investor Wait and See, IHSG Masih Menguat 16 Poin
http://finance.detik.com/read/2011/06/28/160741/1670730/6/investor-wait-and-see-ihsg-masih-menguat-16-poin
Inilah 10 Top Foreign Sell Saham Selasa (28/6)
http://pasarmodal.inilah.com/read/detail/1649402/inilah-10-top-foreign-sell-saham-selasa-286
Inilah 10 Top Foreign Sell Saham Selasa (28/6)
http://pasarmodal.inilah.com/read/detail/1649402/inilah-10-top-foreign-sell-saham-selasa-286
Saham PYFA Teraktif Diperdagangkan Selasa (28/6)
http://pasarmodal.inilah.com/read/detail/1649532/saham-pyfa-teraktif-diperdagangkan-selasa-286
Investor Wait&See Jelang Libur, IHSG Naik 16 Poin
http://pasarmodal.inilah.com/read/detail/1649312/investor-waitsee-jelang-libur-ihsg-naik-16-poin
ASII memimpin penguatan indeks sebesar 0,44%
http://investasi.kontan.co.id/v2/read/1309252572/71459/ASII-memimpin-penguatan-indeks-sebesar-044
Fitch beri rating Bank Commonwealth AAA
http://investasi.kontan.co.id/v2/read/1309251234/71455/Fitch-beri-rating-Bank-Commonwealth-AAA
Harga ASII bertengger ke level tertinggi dalam sebulan terakhir
http://investasi.kontan.co.id/v2/read/1309249585/71452/Harga-ASII-bertengger-ke-level-tertinggi-dalam-sebulan-terakhir
BRMS Andalkan Dividen Newmont & BRJ
http://pasarmodal.inilah.com/read/detail/1648842/brms-andalkan-dividen-newmont-brj
Duta Graha Sebar Dividen Rp 2,75 per Saham
http://finance.detik.com/read/2011/06/28/144622/1670624/6/duta-graha-sebar-dividen-rp-275-per-saham
Bloomberg: Semen Gresik Gains Most in Two Weeks After Plan to Boost Output
30 Juni 2011 Rups Pembangunan Graha Lestari, Mitra International Resources, Onix Capital, Lmas, Nisp, Lami, Tmas, PKPK, golden retailindo, SSTM, ALFA, LCGP, SIMA, pnin, cfin, Perdana Bangun Pusaka, Akasha Wira Int, Asia Natural Resources, Asuransi Multi, PNBN, Nisp, Cum Right Issue IMAS 3: 1 (7500-9500), Cum Dev JPFA 365, Cum Dev Jaya Konstruksi Manggala 13, Cum Dev MREI 25, Cum dev JRPT 33, cum dev mbai 50, Cum Dev PJAA 41,5, cum dev SGRO 108.
28 Juni 2011 Rups DGIK, Kedaung Indah, Bank Windu Kencana,Radian Utama Interinsco, Central Online, JKSW, STTP, Sumi Indo Kabel, Saip, Central Omega, TRIL, ATPK Resources, Apol, Asdm, Indopoly swakarsa, Dayaindo resources, IDKM, Perdana Gapura Prima, ARTI, Perdana Gapura Prima, Leo Investmen, Garda Tujuh Buana, SMGR, BUMI, INDR, Dana supra, Apol, Asdm Cum Dev SMRA 10
Bloomberg: Gudang Garam Rises to 7-Month High as Deutsche Raises Estimate
Bloomberg: Astra Gains to One-Month High After Indonesia Stocks Upgrade
BLOOMBERG: *BUMI BECOMES NEW PREMIUM LISTED PARENT COMPANY OF VALLAR PLC
Bloomberg: Bumi Minerals Allocates $400 Million for 2011 and 2012 Capex. *BUMI MINERALS WON'T PAY DIVIDEND FROM 2010 PROFIT, HIDAYAT SAYS
Bloomberg: China Nickel Pig-Iron Output to Cap Prices, Morgan Stanley Says
Bloomberg: *INDONESIA 2011 GDP MAY EXPAND MORE THAN 6.5%, RAJASA SAYS
BLOOMBERG: *SEMEN GRESIK TO BOOST 2011 OUTPUT TO 19M TONS VS 18M: SUTJIPTO
Asing Sell, IHSG Dibuka Tetap Naik 0,4%. Net foreign sell Rp27,4 miliar
http://pasarmodal.inilah.com/read/detail/1647572/asing-sell-ihsg-dibuka-tetap-naik-04
Sesi perdagangan pertama, IHSG menguat 0,35%
http://investasi.kontan.co.id/v2/read/1309238825/71436/Sesi-perdagangan-pertama-IHSG-menguat-035
Saham Unggulan Dikoleksi, IHSG Bertahan di Zona Hijau
http://finance.detik.com/read/2011/06/28/120620/1670458/6/saham-unggulan-dikoleksi-ihsg-bertahan-di-zona-hijau
Cara Mengelola Dana Pasca Pensiun Dini
http://finance.detik.com/read/2011/06/28/103749/1670281/479/cara-mengelola-dana-pasca-pensiun-dini
Harapan Utang Yunani, Bursa Eropa Bakal Naik
http://pasarmodal.inilah.com/read/detail/1648402/harapan-utang-yunani-bursa-eropa-bakal-naik
IPOL Targetkan Laba Bersih 10% Tahun 2011
http://pasarmodal.inilah.com/read/detail/1648192/ipol-targetkan-laba-bersih-10-tahun-2011
PGLI Andalkan Anak Usaha di Sektor Pembangkit
http://pasarmodal.inilah.com/read/detail/1648292/pgli-andalkan-anak-usaha-di-sektor-pembangkit
Matahari Raih Peringkat Pertama Kategori Ritel
http://pasarmodal.inilah.com/read/detail/1648302/matahari-raih-peringkat-pertama-kategori-ritel
Mei, Transaksi Kartu Kredit Danamon Capai Rp4 T
http://pasarmodal.inilah.com/read/detail/1648312/mei-transaksi-kartu-kredit-danamon-capai-rp4-t
Bank Permata Tuntaskan Penerbitan Subdebt Rp 1,75 Triliun
http://finance.detik.com/read/2011/06/28/104736/1670293/6/bank-permata-tuntaskan-penerbitan-subdebt-rp-175-triliun
IPOL bagikan dividen sebesar Rp 19 miliar
http://investasi.kontan.co.id/v2/read/1309236151/71431/IPOL-bagikan-dividen-sebesar-Rp-19-miliar
BLOOMBERG: *LISTRIK NEGARA'S UNIT TO SEEK 3.96 MILLION TONS OF THERMAL-COAL. *PEMBANGKITAN JAWA BALI SAYS IT SEEKS 110,000 TONS/MONTH :PLN IJ
Bloomberg: Sumitomo, Mitsui to Develop Gas Blocks in Indonesia
Bakrie Telecom, Gas Negara, Indopoly: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-06-28/bakrie-telecom-gas-negara-indopoly-indonesia-equity-preview.html
Taiwan Shares Cut, Indonesia Raised at Morgan Stanley
http://www.bloomberg.com/news/2011-06-28/taiwan-shares-cut-at-morgan-stanley-indonesia-rating-raised.html
BLOOMBERG: *INDONESIA 2011 BUDGET DEFICIT MAY RISE, OFFICIAL SAYS. *INDONESIA 2011 BUDGET DEFICIT NOT MORE THAN 2.1%, OFFICIAL SAYS
Bursa Regional 'Menghijau', IHSG Naik Tipis 8 Poin
http://finance.detik.com/read/2011/06/28/093649/1670138/6/bursa-regional-menghijau-ihsg-naik-tipis-8-poin
Saham AALI masih di Area Beli
http://pasarmodal.inilah.com/read/detail/1647452/saham-aali-masih-di-area-beli
Teka-teki baru dari bisnis Grup Bakrie
http://investasi.kontan.co.id/v2/read/1309228838/71416/Teka-teki-baru-dari-bisnis-Grup-Bakrie
BLOOMBERG: *INDONESIA, PHILIPPINES RATING RAISED AT MORGAN STANLEY. *INDONESIA, PHILIPPINES RATED `EQUAL-WEIGHT' AT MORGAN STANLEY *TAIWAN, COLOMBIA SHARES CUT TO `UNDERWEIGHT' AT MORGAN STANLEY.
Bloomberg: Indonesia to Start Anti-Dumping Investigations on Coil Imports
Bloomberg: Indopoly to Spend $50 Million to Boost Output, Kontan Reports
Bloomberg: Best Indonesian Sukuk Fund Targets 10% Return: Islamic Finance
Bloomberg: Bakrie Telecom to Buy 4G License Holder, Investor Daily Reports
Bloomberg: Bank Central Asia Cut to Reduce at Nomura, PT 6,700 Rupiah
Bakrie Telecom, Gas Negara, Indopoly: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-06-28/bakrie-telecom-gas-negara-indopoly-indonesia-equity-preview.html
INILAH.COM, Jakarta - PT Wintermar Offshore Marine Tbk (WINS) disebut-sebut menjadi salah satu perusahaan yang sedang didekati Texas Pacific Group (TPG). Perseroan dinilai memiliki valuasi yang masih murah. Proses transaksi ini diperkirakan akan terjadi pada Juli mendatang. Pada perdagangan kemarin saham WINS naik Rp10 ke Rp335 dengan volume perdagangan 15.530 saham senilai Rp2,5 miliar sebanyak 156 kali transaksi.
Inilah Saham Batu Bara Potensial Technical Rebound
http://pasarmodal.inilah.com/read/detail/1646702/inilah-saham-batu-bara-potensial-technical-rebound
Inilah Rekomendasi Saham Selasa (28/6)
http://pasarmodal.inilah.com/read/detail/1645852/inilah-rekomendasi-saham-selasa-286
Rekomendasi: Saham apa yang menarik hari ini?
http://www.bisnis.com/market/saham/29059-rekomendasi-saham-apa-yang-menarik-hari-ini
Rekomendasi Saham
IHSG Siap-siap Ikut Menguat
http://finance.detik.com/read/2011/06/28/074405/1670086/6/ihsg-siap-siap-ikut-menguat
PGAS Anggarkan Capex US$200 Juta di 2011
http://pasarmodal.inilah.com/read/detail/1646202/pgas-anggarkan-capex-us200-juta-di-2011
PGAS Bagi Dividen Rp3,74 Triliun
http://pasarmodal.inilah.com/read/detail/1645892/pgas-bagi-dividen-rp374-triliun
GGRM akan bayar dividen Rp 880 per saham
http://investasi.kontan.co.id/v2/read/1309174565/71387/GGRM-akan-bayar-dividen-Rp-880-per-saham
PermataBank Tuntaskan Penerbitan Obligasi Rp1,75 T
http://pasarmodal.inilah.com/read/detail/1647372/permatabank-tuntaskan-penerbitan-obligasi-rp175-t
WINS sedang Didekati Texas Pacific Group
http://pasarmodal.inilah.com/read/detail/1647412/wins-sedang-didekati-texas-pacific-group
BHIT akan Bawa MNC Sky Vision IPO
http://pasarmodal.inilah.com/read/detail/1647322/bhit-akan-bawa-mnc-sky-vision-ipo
Akumulasi Saham Batu Bara Saat Minyak US$98
http://pasarmodal.inilah.com/read/detail/1646692/akumulasi-saham-batu-bara-saat-minyak-us98
ICON Rencana Merger dengan GWA
http://pasarmodal.inilah.com/read/detail/1646082/icon-rencana-merger-dengan-gwa
Harap-harap Cemas Yunani, Rupiah Rebound
http://pasarmodal.inilah.com/read/detail/1646772/harap-harap-cemas-yunani-rupiah-rebound
SSIA laksanakan stock split 1:4 pada 7 Juli 2011
http://investasi.kontan.co.id/v2/read/1309173684/71386/SSIA-laksanakan-stock-split-14-pada-7-Juli-2011
Tifico incar laba US$11 juta
http://www.bisnis.com/market/saham/29021-tifico-incar-laba-us11-juta
Bakrieland raih penjualan Rp950 miliar
http://www.bisnis.com/market/saham/28968-bakrieland-raih-penjualan-rp950-miliar
Monday, June 27, 2011
New Stocks Bear Market?
Thanks to June’s sizable and rather-sharp stock-market selloff, fears are growing that a new bear market is brewing. For investors and speculators, the implications of these concerns are not trivial. Optimal trading strategies vary wildly between bull and bear, as bears relentlessly maul down all sectors including popular ones like commodities stocks. So today’s bull-or-bear question is critically important to address.
A bear market is simply a prolonged period of falling prices. These dreaded beasts come in two distinct breeds, secular and cyclical. Secular means long periods of time, on the order of a decade or more in financial-market terms. The US stock markets have actually been continuously mired in a secular bear for over a decade now. So any new stock bear can’t be secular, as we’re still languishing in an old one.
Red More: http://www.zealllc.com/2011/newbear.htm
A bear market is simply a prolonged period of falling prices. These dreaded beasts come in two distinct breeds, secular and cyclical. Secular means long periods of time, on the order of a decade or more in financial-market terms. The US stock markets have actually been continuously mired in a secular bear for over a decade now. So any new stock bear can’t be secular, as we’re still languishing in an old one.
Red More: http://www.zealllc.com/2011/newbear.htm
Laporan & Rumor Saham Indonesia 27-06 (Refresh)
2nd session on JCI 27.06.11
@ 3,813.425 (-35.133pts) (-0.913%)
H: 3,848.374 ; L: 3,806.715
Value: 2.89 T (NG 497 B )
Volume: 3.15 B (NG 521 M )
Foreign Nett Sell: 69 B
5 most active stocks by value:
BUMI @ 3,025 (-3.20%)
UNTR @ 23,700 (+0.85%)
BMRI @ 7,050 (0.00%)
BBRI @ 6,400 (-0.78%)
ASII @ 61,050 (-1.37%)
5 most active stocks by volume:
BNBR @ 67 (-2.90%)
ENRG @ 205 (-2.38%)
ELTY @ 149 (-1.97%)
LCGP @ 57 (+3.64%)
BUMI @ 3,025 (-3.20%)
5 most up:
PYFA @ 260 (+33.33%)
MICE @ 590 (+24.21%)
ASDM @ 440 (+17.33%)
SAIP @ 305 (+12.96%)
ATPK @ 157 (+11.35%)
5 most down:
PUDP @ 390 (-9.30%)
TRIM @ 91 (-9.00%)
HITS @ 245 (-7.55%)
OMRE @ 280 (-6.67%)
JRPT @ 1450 (-6.45%)
5 Leading Movers:
ITMG @ 45,800 (+1.19%)
UNTR @ 23,700 (+0.87%)
BMTR @ 850 (+0.32%)
MYOR @ 12,950 (+0.26%)
AKRA @ 2,175 (+0.22%)
5 Lagging Movers:
ASII @ 61,050 (-4.02%)
TLKM @ 7,100 (-3.53%)
BUMI @ 3,025 (-2.43%)
GGRM @ 46,200 (-1.91%)
EXCL @ 5,850 (-1.49%)
Rgds,Nadya Isnaeni Data administrator Research Dept BNI Securities
Indonesia Stocks: Bank ICB, London Sumatra Indonesia, Skybee
http://www.bloomberg.com/news/2011-06-27/indonesia-stocks-bank-icb-london-sumatra-indonesia-skybee.html
Asing Sell, IHSG Ditutup Turun hingga 0,9%
http://pasarmodal.inilah.com/read/detail/1645622/asing-sell-ihsg-ditutup-turun-hingga-09
Inilah 10 Top Foreign Buy Saham Senin (27/6)
http://pasarmodal.inilah.com/read/detail/1645652/inilah-10-top-foreign-buy-saham-senin-276
Meski kantongi laba di 2010, INKP sepakat tak bagi dividen
http://investasi.kontan.co.id/v2/read/1309164139/71363/Meski-kantongi-laba-di-2010-INKP-sepakat-tak-bagi-dividen-
Sumalindo tak Bagi Dividen
http://pasarmodal.inilah.com/read/detail/1645682/sumalindo-tak-bagi-dividen
Agenda 27 Juni 2011 Rups Akhir Penawaran Tender Offer DYNA (4500), Rups BUMI, SONA, PGAS, RODA, Modern land Realty, Yule, Mami, TMPI, HD Finance, LPPS, TIFICO Fiber, BBNP, CTBN, mulai buy back TLKM Cum Dev UNVR 344, Cum dev LTLS 34, Cum Dev KLBF 70, Cum Dev BISI 10, Cum Dev GZCO 9,6, Cum Dev KRAS 6, Cum dev SCMA 35, Cum Dev SCMA 225, Cum Dev Tembaga Mulia Semanan 100
Bloomberg: Toyota Astra Financial Sells IDR 595 Bln 1-Yr 7.85% Bond
Bloomberg: Cahayabuana Intitama Sells USD 15 Mln 3-Year 12% MTN
Penjualan CPO AALI naik 27% hingga Mei 2011
http://investasi.kontan.co.id/v2/read/1309160350/71356/Penjualan-CPO-AALI-naik-27-hingga-Mei-2011
BUMI akan bagikan dividen 30% dari laba bersih 2010
http://investasi.kontan.co.id/v2/read/1309154567/71345/BUMI-akan-bagikan-dividen-30-dari-laba-bersih-2010
TKIM Bagi Dividen Rp15 per Lembar Saham
http://pasarmodal.inilah.com/read/detail/1645452/tkim-bagi-dividen-rp15-per-lembar-saham
Bagi dividen, saham BABP melejit hingga 8,1%
http://investasi.kontan.co.id/v2/read/1309149562/71335/Bagi-dividen-saham-BABP-melejit-hingga-81
Antisipasi undang-undang, ANTM bangun lima pabrik pengolahan
http://investasi.kontan.co.id/v2/read/1309158443/71352/Antisipasi-undang-undang-ANTM-bangun-lima-pabrik-pengolahan-
Mendapat rekomendasi hold, saham ANTM tergerus hingga 1,18%
http://investasi.kontan.co.id/v2/read/1309148723/71332/Mendapat-rekomendasi-hold-saham-ANTM-tergerus-hingga-118
Bumi Plc Tender Offer Saham BRMS di Kuartal III
http://pasarmodal.inilah.com/read/detail/1645172/bumi-plc-tender-offer-saham-brms-di-kuartal-iii
Modernland Garap Sisa Lahan Seluas 10 Hektar
http://pasarmodal.inilah.com/read/detail/1644892/modernland-garap-sisa-lahan-seluas-10-hektar
Juni, 'Marketing Sale' Modernland Capai Rp400 M
http://pasarmodal.inilah.com/read/detail/1644822/juni-marketing-sale-modernland-capai-rp400-m
Indopoly Ekspor 40% Produksinya
http://economy.okezone.com/read/2011/06/27/278/473102/indopoly-ekspor-40-produksinya
Indopoly Targetkan Produksi 20 Ribu Ton/Tahun
http://economy.okezone.com/read/2011/06/27/278/473045/indopoly-targetkan-produksi-20-ribu-ton-tahun
MNC Group Ground Breaking Gedung MNC Financial Center
http://economy.okezone.com/read/2011/06/27/278/473106/mnc-group-ground-breaking-gedung-mnc-financial-center
Realisasi Capex Martina Berto Rp5,67 Miliar
http://economy.okezone.com/read/2011/06/27/278/472996/realisasi-capex-martina-berto-rp5-67-miliar
Asing Net Buy, IHSG Sesi I Tetap Turun 0,7%
http://pasarmodal.inilah.com/read/detail/1644432/asing-net-buy-ihsg-sesi-i-tetap-turun-07
Investor Keluar Sejenak, IHSG Kena Koreksi 27 Poin
http://finance.detik.com/read/2011/06/27/120754/1669360/6/investor-keluar-sejenak-ihsg-kena-koreksi-27-poin
IHSG dalam 'Masa Kritis' hingga 1 Juli
http://pasarmodal.inilah.com/read/detail/1644052/ihsg-dalam-masa-kritis-hingga-1-juli
Sesi Dua, Perhatikan Fundamental dan Kinerja Saham
http://pasarmodal.inilah.com/read/detail/1644382/sesi-dua-perhatikan-fundamental-dan-kinerja-saham
Transaksi Meningkat, Saham EKAD Masuk UMA
http://pasarmodal.inilah.com/read/detail/1644282/transaksi-meningkat-saham-ekad-masuk-uma
RODA Resmi Jual 99,86% Saham di TMC
http://pasarmodal.inilah.com/read/detail/1644082/roda-resmi-jual-9986-saham-di-tmc
Serasi Autoraya Tambah Jumlah Obligasi Jadi Rp 900 Miliar
http://finance.detik.com/read/2011/06/27/110608/1669258/6/serasi-autoraya-tambah-jumlah-obligasi-jadi-rp-900-miliar
Pemegang Saham Bank Pundi Terancam Dilusi 45%
http://finance.detik.com/read/2011/06/27/112404/1669296/6/pemegang-saham-bank-pundi-terancam-dilusi-45
Rups BUMI - bagi dividend 30% dari net profit, Rp 41.75
Bloomberg: Indonesia Banks’ First-Half Lending Rises 22.7% From Year Ago
Bloomberg: ICB Bumiputera Gains Most in Seven Weeks After Dividend Notice
RUIS MAY SELL 30% STAKE TO RAJAWALI GROUP AT 2.2X BOOK VALUE; BV NOW AT IDR285/SHARE;
Ekspektasi trafik jalan tol meningkat, saham META melesat 4,4%
http://investasi.kontan.co.id/v2/read/1309145758/71326/Ekspektasi-trafik-jalan-tol-meningkat-saham-META-melesat-44
Berencana terbitkan saham baru, SKYB anjlok hingga 7,7%
http://investasi.kontan.co.id/v2/read/1309144971/71323/Berencana-terbitkan-saham-baru-SKYB-anjlok-hingga-77
BRNA akan mencairkan seluruh sisa fasilitas utang
http://investasi.kontan.co.id/v2/read/1309140826/71316/BRNA-akan-mencairkan-seluruh-sisa-fasilitas-utang
[Dow Jones] Citigroup is upbeat on Asian equities (ex-Japan) in 2H as it believes, "valuations are attractive, liquidity is plentiful and expectations are low." Asian equity strategist Markus Rosgen says he expects a 20%-25% upside from current levels to his year-end MSCI AC Asia ex-Japan index target of 695. "Given current sentiment, interest rates and valuations, we see risk as being more to the upside than to the downside, with the current summer weakness representing an attractive buying opportunity," he adds. The house's focus remains on large-caps offering value along with good price momentum and upward revisions to earnings. It notes earnings revisions for North Asia continue to be stronger than those for South Asia, and suggests investors remain overweight North Asia
INDS: EPS IDR650; INDUSTRIAL AVERAGE 14X; FAIR VALUE IDR650 X 14 IS EQUAL WITH IDR9,200
SPECIAL MENTION:
POLY: 390-600. POLY may benefit the most from the appreciation of the rupiah as most of its raw materials are imported. Full Year 2011 net profit could rise by 318% to exceed IDR1.4 trillion (EPS: IDR588) from IDR335 billion (EPS: IDR140) at the end of 2010. It is now trading at a p/e ratio of ONLY 0.7X 2011 prospective earnings. Fair value at a discounted industrial p/e average of 12X is at IDR7,000. It is a buy at any levels.
indr now trades at p/e ratio of 4.45x 2011 earnings; or eps: idr887;
ASIAN INDUSTRIAL AVERAGE FOR MISC INDUSTRY IS AT 12.8X; FAIR VALUE 887 X 12.8 IS EQUAL WITH IDR10,600
Bloomberg: Nusantara Rises Most in Four Months After Traffic Growth Report
Bloomberg: Skybee Declines Most in 11 Months After Report on Rights Offer
Bloomberg: Gudang Garam to Pay FY Dividend of 880 Rupiah a Share
Bloomberg: Cebu Air Rated New Sell, PT 60.40 Rupiah at Goldman Sachs
Bloomberg: Gas Negara Told to Pay 60% of Profit as Dividend, Daily Reports
IHSG masih Cari Posisi Pergerakan
http://pasarmodal.inilah.com/read/detail/1643632/ihsg-masih-cari-posisi-pergerakan
Hindari Saham-saham Batu Bara!
http://pasarmodal.inilah.com/read/detail/1642632/hindari-saham-saham-batu-bara
Rekomendasi Saham
IHSG Kembali Dibayangi Krisis Utang Eropa
http://finance.detik.com/read/2011/06/27/071226/1669050/6/ihsg-kembali-dibayangi-krisis-utang-eropa
IHSG Diproyeksikan Menguat di Awal Pekan
http://economy.okezone.com/read/2011/06/27/278/472937/ihsg-diproyeksikan-menguat-di-awal-pekan
http://pasarmodal.inilah.com/read/detail/1643622/saham-bank-energi-seret-bursa-asia-melemah
http://pasarmodal.inilah.com/read/detail/1642142/inilah-saham-pilihan-senin-276
RUMOR PASAR:
INILAH.COM, Jakarta - PT Tjiwi Kimia Tbk TKIM) dikabarkan akan memangun pabrik kertas berkekuatan 100 ribu ton per tahun dengan total investasi mencapai US$100 juta. Rencana bisnis itu akan menggunakan dana internal 40% dan 60% dari pinjaman pihak ketiga. Perseroan saat ini sedang mencari pinjaman sekitar US$60 juta ke perbankan. Pada perdagangan akhir pekan lalu saham TKIM naik Rp25 ke Rp2.425 dengan volume 655 saham senilai Rp783,5 juta sebanyak 44 kali transaksi.
INILAH.COM, Jakarta - PT Panin Financial Tbk (PNLF) dikabarkan mendapat suntikan dana segar dari Bank Panin. Hal ini setelah perseroan lebih fokus pada usaha konsultasi bisnis dan manajemen. Perseroan juga telah memisahkan bisnis yang bukan core-nya. Saham perseroan diperkirakan akan bergerak ke kisaran 200-250 dalam waktu dekat.Pada perdagangan akhir pekan lalu saham perseroan ditutup menguat Rp1 ke Rp176 dengan volume perdagangan 13.519 saham senilai Rp1,1 miliar sebanyak 144 kali transaksi.
INILAH.COM, Jakarta - PT Budi Acid Jaya Tbk (BUDI) dikabarkan sedang dilirik perusahaan komoditas asal Tiongkok. Dalam waktu dekat saham BUDI akan bergerak menuju level Rp500. Sebab, saham perseroan diburu pada investor pecinta saham lapis kedua dan ketiga.Pada perdagangan akhir pekan lalu saham BUDI ditutup stagnan di level Rp250 dengan volume perdagangan 18.167 saaham senilai Rp2,3 miliar sebanyak 313 kali transaksi.
Rupiah Bakal Menguat Terbatas
http://economy.okezone.com/read/2011/06/27/278/472934/rupiah-bakal-menguat-terbatas
Saham Bank - Energi Seret Bursa Asia Melemah
http://pasarmodal.inilah.com/read/detail/1643622/saham-bank-energi-seret-bursa-asia-melemah
Saham BUMI Berpotensi ke Rp2.800
http://pasarmodal.inilah.com/read/detail/1642722/saham-bumi-berpotensi-ke-rp2800
BUMI Gelar RUPSLB
http://pasarmodal.inilah.com/read/detail/1642552/bumi-gelar-rupslb
Saham Bank & Otomotif Cocok di Awal pekan
http://pasarmodal.inilah.com/read/detail/1640762/saham-bank-otomotif-cocok-di-awal-pekan
BWPT Realisasikan Capex Rp350M
http://pasarmodal.inilah.com/read/detail/1642392/bwpt-realisasikan-capex-rp350m
INCO Anggarkan US$500 Juta untuk Bahodopi
http://pasarmodal.inilah.com/read/detail/1642342/inco-anggarkan-us500-juta-untuk-bahodopi
FORU Bagi Dividen Rp4 Per Saham
http://pasarmodal.inilah.com/read/detail/1642022/foru-bagi-dividen-rp4-per-saham
LPPS akan lunasi utang dengan rights issue
http://investasi.kontan.co.id/v2/read/1309138404/71305/LPPS-akan-lunasi-utang-dengan-rights-issue
TINS akan perbesar porsi di tambang lepas pantai
http://investasi.kontan.co.id/v2/read/1309137135/71304/TINS-akan-perbesar-porsi-di-tambang-lepas-pantai
Emiten logam mineral dan pertambangan cocok dikoleksi untuk jangka panjang
http://investasi.kontan.co.id/v2/read/1309134652/71295/Emiten-logam-mineral-dan-pertambangan-cocok-dikoleksi-untuk-jangka-panjang
META targetkan trafik 75 juta kendaraan
http://investasi.kontan.co.id/v2/read/1309132845/71294/META-targetkan-trafik-75-juta-kendaraan
PWON anggarkan capex Rp 350 Miliar
http://investasi.kontan.co.id/v2/read/1308968409/71242/PWON-anggarkan-capex-Rp-350-Miliar
SKYB optimalkan dana sisa IPO
http://investasi.kontan.co.id/v2/read/1308964509/71237/SKYB-optimalkan-dana-sisa-IPO
Rasio dividen Sinarmas Multiartha dinilai kurang menarik
http://www.bisnis.com/market/saham/28900-rasio-dividen-sinarmas-multiartha-dinilai-kurang-menarik
Belanja saham apa hari ini?
http://www.bisnis.com/market/saham/28883-belanja-saham-apa-hari-ini
2 Broker rekomendasikan cermati Inco
http://www.bisnis.com/market/saham/28889-2-broker-rekomendasikan-cermati-inco
Eterindo Wahanatama bangun 2 pabrik kelapa sawit
http://www.bisnis.com/market/saham/28826-eterindo-wahanatama-bangun-2-pabrik-kelapa-sawit
SMMA tambah modal Jakarta Motor
http://www.bisnis.com/market/saham/28783-smma-tambah-modal-jakarta-motor
Tambang Batubara Bukit Asam [ PDF ]
Delayed, not derailed - by Erindra Krisnawan
(PTBA IJ / PTBA.JK, OUTPERFORM - Maintained, Rp20,050 - Tgt. Rp26,000, Coal Mining)
We are cutting our FY11-13 earnings estimates for PTBA by 0.7-3.6% and DCF price target to Rp26,000 (WACC 12.4%) from Rp27,600. PTBA has underperformed its coal peers with an 11% share-price retreat YTD (vs. the sector's +1%). We believe delays in additional 2011 railway capacity and a lack of meaningful progress on its new railway have been the main culprits. These also explain our earnings and price-target downgrades. But given its share-price underperformance and the increasing reflection of low expectations in consensus estimates (5% downgrades over the past three months), (selengkapnya email- cimb)
Stocks ended lower Friday with the Dow and S&P closing down for the seventh week out of eight amid continuing jitters over the euro zone debt crisis.
Dow. 11934.58. -115.42. -0.96%
Nasdaq. 2652.89. -33.86. -1.26%
S&P 500. 1268.45. -15.05. -1.17%
FTSE. 5697.72. +23.34. +0.41%
Dax. 7121.38. -28.06. -0.39%
CAC40. 3784.80. -2.99. -0.08%. Oil. 91.16. +0.14. +0.15%
Gold. 1500.900 -19.600. -1.29%
Rupiah. 8599
Euro. 1.4188
TLKM. 33.41. -0.04 -0.12%. Rp 7182
ISAT. 29.87. -0.42 -1.39% Rp5137
Vallar. 1170,00. -20,00. -1.68%
EIDO. 31.330. -0.210. -0.672%
Timah. 24915. -185. -0.74%
Nickel. 22065. +130. +0.59%
CPOSep3117RM-19RM-0.61%$1025
Corn. 632.000. -14.000.-2.17%
Corn. 632.000. -14.000.-2.17%
SoybeanOil.56.360. -0.020. -0.04%
Wheat. 661.000. -8.250. -1.23%
Coal 24 Jun 121.17 vs.119.19(17 Jun)
@ 3,813.425 (-35.133pts) (-0.913%)
H: 3,848.374 ; L: 3,806.715
Value: 2.89 T (NG 497 B )
Volume: 3.15 B (NG 521 M )
Foreign Nett Sell: 69 B
5 most active stocks by value:
BUMI @ 3,025 (-3.20%)
UNTR @ 23,700 (+0.85%)
BMRI @ 7,050 (0.00%)
BBRI @ 6,400 (-0.78%)
ASII @ 61,050 (-1.37%)
5 most active stocks by volume:
BNBR @ 67 (-2.90%)
ENRG @ 205 (-2.38%)
ELTY @ 149 (-1.97%)
LCGP @ 57 (+3.64%)
BUMI @ 3,025 (-3.20%)
5 most up:
PYFA @ 260 (+33.33%)
MICE @ 590 (+24.21%)
ASDM @ 440 (+17.33%)
SAIP @ 305 (+12.96%)
ATPK @ 157 (+11.35%)
5 most down:
PUDP @ 390 (-9.30%)
TRIM @ 91 (-9.00%)
HITS @ 245 (-7.55%)
OMRE @ 280 (-6.67%)
JRPT @ 1450 (-6.45%)
5 Leading Movers:
ITMG @ 45,800 (+1.19%)
UNTR @ 23,700 (+0.87%)
BMTR @ 850 (+0.32%)
MYOR @ 12,950 (+0.26%)
AKRA @ 2,175 (+0.22%)
5 Lagging Movers:
ASII @ 61,050 (-4.02%)
TLKM @ 7,100 (-3.53%)
BUMI @ 3,025 (-2.43%)
GGRM @ 46,200 (-1.91%)
EXCL @ 5,850 (-1.49%)
Rgds,Nadya Isnaeni Data administrator Research Dept BNI Securities
Indonesia Stocks: Bank ICB, London Sumatra Indonesia, Skybee
http://www.bloomberg.com/news/2011-06-27/indonesia-stocks-bank-icb-london-sumatra-indonesia-skybee.html
Asing Sell, IHSG Ditutup Turun hingga 0,9%
http://pasarmodal.inilah.com/read/detail/1645622/asing-sell-ihsg-ditutup-turun-hingga-09
Inilah 10 Top Foreign Buy Saham Senin (27/6)
http://pasarmodal.inilah.com/read/detail/1645652/inilah-10-top-foreign-buy-saham-senin-276
Meski kantongi laba di 2010, INKP sepakat tak bagi dividen
http://investasi.kontan.co.id/v2/read/1309164139/71363/Meski-kantongi-laba-di-2010-INKP-sepakat-tak-bagi-dividen-
Sumalindo tak Bagi Dividen
http://pasarmodal.inilah.com/read/detail/1645682/sumalindo-tak-bagi-dividen
Agenda 27 Juni 2011 Rups Akhir Penawaran Tender Offer DYNA (4500), Rups BUMI, SONA, PGAS, RODA, Modern land Realty, Yule, Mami, TMPI, HD Finance, LPPS, TIFICO Fiber, BBNP, CTBN, mulai buy back TLKM Cum Dev UNVR 344, Cum dev LTLS 34, Cum Dev KLBF 70, Cum Dev BISI 10, Cum Dev GZCO 9,6, Cum Dev KRAS 6, Cum dev SCMA 35, Cum Dev SCMA 225, Cum Dev Tembaga Mulia Semanan 100
Bloomberg: Toyota Astra Financial Sells IDR 595 Bln 1-Yr 7.85% Bond
Bloomberg: Cahayabuana Intitama Sells USD 15 Mln 3-Year 12% MTN
Penjualan CPO AALI naik 27% hingga Mei 2011
http://investasi.kontan.co.id/v2/read/1309160350/71356/Penjualan-CPO-AALI-naik-27-hingga-Mei-2011
BUMI akan bagikan dividen 30% dari laba bersih 2010
http://investasi.kontan.co.id/v2/read/1309154567/71345/BUMI-akan-bagikan-dividen-30-dari-laba-bersih-2010
TKIM Bagi Dividen Rp15 per Lembar Saham
http://pasarmodal.inilah.com/read/detail/1645452/tkim-bagi-dividen-rp15-per-lembar-saham
Bagi dividen, saham BABP melejit hingga 8,1%
http://investasi.kontan.co.id/v2/read/1309149562/71335/Bagi-dividen-saham-BABP-melejit-hingga-81
Antisipasi undang-undang, ANTM bangun lima pabrik pengolahan
http://investasi.kontan.co.id/v2/read/1309158443/71352/Antisipasi-undang-undang-ANTM-bangun-lima-pabrik-pengolahan-
Mendapat rekomendasi hold, saham ANTM tergerus hingga 1,18%
http://investasi.kontan.co.id/v2/read/1309148723/71332/Mendapat-rekomendasi-hold-saham-ANTM-tergerus-hingga-118
Bumi Plc Tender Offer Saham BRMS di Kuartal III
http://pasarmodal.inilah.com/read/detail/1645172/bumi-plc-tender-offer-saham-brms-di-kuartal-iii
Modernland Garap Sisa Lahan Seluas 10 Hektar
http://pasarmodal.inilah.com/read/detail/1644892/modernland-garap-sisa-lahan-seluas-10-hektar
Juni, 'Marketing Sale' Modernland Capai Rp400 M
http://pasarmodal.inilah.com/read/detail/1644822/juni-marketing-sale-modernland-capai-rp400-m
Indopoly Ekspor 40% Produksinya
http://economy.okezone.com/read/2011/06/27/278/473102/indopoly-ekspor-40-produksinya
Indopoly Targetkan Produksi 20 Ribu Ton/Tahun
http://economy.okezone.com/read/2011/06/27/278/473045/indopoly-targetkan-produksi-20-ribu-ton-tahun
MNC Group Ground Breaking Gedung MNC Financial Center
http://economy.okezone.com/read/2011/06/27/278/473106/mnc-group-ground-breaking-gedung-mnc-financial-center
Realisasi Capex Martina Berto Rp5,67 Miliar
http://economy.okezone.com/read/2011/06/27/278/472996/realisasi-capex-martina-berto-rp5-67-miliar
Asing Net Buy, IHSG Sesi I Tetap Turun 0,7%
http://pasarmodal.inilah.com/read/detail/1644432/asing-net-buy-ihsg-sesi-i-tetap-turun-07
Investor Keluar Sejenak, IHSG Kena Koreksi 27 Poin
http://finance.detik.com/read/2011/06/27/120754/1669360/6/investor-keluar-sejenak-ihsg-kena-koreksi-27-poin
IHSG dalam 'Masa Kritis' hingga 1 Juli
http://pasarmodal.inilah.com/read/detail/1644052/ihsg-dalam-masa-kritis-hingga-1-juli
Sesi Dua, Perhatikan Fundamental dan Kinerja Saham
http://pasarmodal.inilah.com/read/detail/1644382/sesi-dua-perhatikan-fundamental-dan-kinerja-saham
Transaksi Meningkat, Saham EKAD Masuk UMA
http://pasarmodal.inilah.com/read/detail/1644282/transaksi-meningkat-saham-ekad-masuk-uma
RODA Resmi Jual 99,86% Saham di TMC
http://pasarmodal.inilah.com/read/detail/1644082/roda-resmi-jual-9986-saham-di-tmc
Serasi Autoraya Tambah Jumlah Obligasi Jadi Rp 900 Miliar
http://finance.detik.com/read/2011/06/27/110608/1669258/6/serasi-autoraya-tambah-jumlah-obligasi-jadi-rp-900-miliar
Pemegang Saham Bank Pundi Terancam Dilusi 45%
http://finance.detik.com/read/2011/06/27/112404/1669296/6/pemegang-saham-bank-pundi-terancam-dilusi-45
Rups BUMI - bagi dividend 30% dari net profit, Rp 41.75
Bloomberg: Indonesia Banks’ First-Half Lending Rises 22.7% From Year Ago
Bloomberg: ICB Bumiputera Gains Most in Seven Weeks After Dividend Notice
RUIS MAY SELL 30% STAKE TO RAJAWALI GROUP AT 2.2X BOOK VALUE; BV NOW AT IDR285/SHARE;
Ekspektasi trafik jalan tol meningkat, saham META melesat 4,4%
http://investasi.kontan.co.id/v2/read/1309145758/71326/Ekspektasi-trafik-jalan-tol-meningkat-saham-META-melesat-44
Berencana terbitkan saham baru, SKYB anjlok hingga 7,7%
http://investasi.kontan.co.id/v2/read/1309144971/71323/Berencana-terbitkan-saham-baru-SKYB-anjlok-hingga-77
BRNA akan mencairkan seluruh sisa fasilitas utang
http://investasi.kontan.co.id/v2/read/1309140826/71316/BRNA-akan-mencairkan-seluruh-sisa-fasilitas-utang
[Dow Jones] Citigroup is upbeat on Asian equities (ex-Japan) in 2H as it believes, "valuations are attractive, liquidity is plentiful and expectations are low." Asian equity strategist Markus Rosgen says he expects a 20%-25% upside from current levels to his year-end MSCI AC Asia ex-Japan index target of 695. "Given current sentiment, interest rates and valuations, we see risk as being more to the upside than to the downside, with the current summer weakness representing an attractive buying opportunity," he adds. The house's focus remains on large-caps offering value along with good price momentum and upward revisions to earnings. It notes earnings revisions for North Asia continue to be stronger than those for South Asia, and suggests investors remain overweight North Asia
INDS: EPS IDR650; INDUSTRIAL AVERAGE 14X; FAIR VALUE IDR650 X 14 IS EQUAL WITH IDR9,200
SPECIAL MENTION:
POLY: 390-600. POLY may benefit the most from the appreciation of the rupiah as most of its raw materials are imported. Full Year 2011 net profit could rise by 318% to exceed IDR1.4 trillion (EPS: IDR588) from IDR335 billion (EPS: IDR140) at the end of 2010. It is now trading at a p/e ratio of ONLY 0.7X 2011 prospective earnings. Fair value at a discounted industrial p/e average of 12X is at IDR7,000. It is a buy at any levels.
indr now trades at p/e ratio of 4.45x 2011 earnings; or eps: idr887;
ASIAN INDUSTRIAL AVERAGE FOR MISC INDUSTRY IS AT 12.8X; FAIR VALUE 887 X 12.8 IS EQUAL WITH IDR10,600
Bloomberg: Nusantara Rises Most in Four Months After Traffic Growth Report
Bloomberg: Skybee Declines Most in 11 Months After Report on Rights Offer
Bloomberg: Gudang Garam to Pay FY Dividend of 880 Rupiah a Share
Bloomberg: Cebu Air Rated New Sell, PT 60.40 Rupiah at Goldman Sachs
Bloomberg: Gas Negara Told to Pay 60% of Profit as Dividend, Daily Reports
IHSG masih Cari Posisi Pergerakan
http://pasarmodal.inilah.com/read/detail/1643632/ihsg-masih-cari-posisi-pergerakan
Hindari Saham-saham Batu Bara!
http://pasarmodal.inilah.com/read/detail/1642632/hindari-saham-saham-batu-bara
Rekomendasi Saham
IHSG Kembali Dibayangi Krisis Utang Eropa
http://finance.detik.com/read/2011/06/27/071226/1669050/6/ihsg-kembali-dibayangi-krisis-utang-eropa
IHSG Diproyeksikan Menguat di Awal Pekan
http://economy.okezone.com/read/2011/06/27/278/472937/ihsg-diproyeksikan-menguat-di-awal-pekan
http://pasarmodal.inilah.com/read/detail/1643622/saham-bank-energi-seret-bursa-asia-melemah
http://pasarmodal.inilah.com/read/detail/1642142/inilah-saham-pilihan-senin-276
RUMOR PASAR:
INILAH.COM, Jakarta - PT Tjiwi Kimia Tbk TKIM) dikabarkan akan memangun pabrik kertas berkekuatan 100 ribu ton per tahun dengan total investasi mencapai US$100 juta. Rencana bisnis itu akan menggunakan dana internal 40% dan 60% dari pinjaman pihak ketiga. Perseroan saat ini sedang mencari pinjaman sekitar US$60 juta ke perbankan. Pada perdagangan akhir pekan lalu saham TKIM naik Rp25 ke Rp2.425 dengan volume 655 saham senilai Rp783,5 juta sebanyak 44 kali transaksi.
INILAH.COM, Jakarta - PT Panin Financial Tbk (PNLF) dikabarkan mendapat suntikan dana segar dari Bank Panin. Hal ini setelah perseroan lebih fokus pada usaha konsultasi bisnis dan manajemen. Perseroan juga telah memisahkan bisnis yang bukan core-nya. Saham perseroan diperkirakan akan bergerak ke kisaran 200-250 dalam waktu dekat.Pada perdagangan akhir pekan lalu saham perseroan ditutup menguat Rp1 ke Rp176 dengan volume perdagangan 13.519 saham senilai Rp1,1 miliar sebanyak 144 kali transaksi.
INILAH.COM, Jakarta - PT Budi Acid Jaya Tbk (BUDI) dikabarkan sedang dilirik perusahaan komoditas asal Tiongkok. Dalam waktu dekat saham BUDI akan bergerak menuju level Rp500. Sebab, saham perseroan diburu pada investor pecinta saham lapis kedua dan ketiga.Pada perdagangan akhir pekan lalu saham BUDI ditutup stagnan di level Rp250 dengan volume perdagangan 18.167 saaham senilai Rp2,3 miliar sebanyak 313 kali transaksi.
Rupiah Bakal Menguat Terbatas
http://economy.okezone.com/read/2011/06/27/278/472934/rupiah-bakal-menguat-terbatas
Saham Bank - Energi Seret Bursa Asia Melemah
http://pasarmodal.inilah.com/read/detail/1643622/saham-bank-energi-seret-bursa-asia-melemah
Saham BUMI Berpotensi ke Rp2.800
http://pasarmodal.inilah.com/read/detail/1642722/saham-bumi-berpotensi-ke-rp2800
BUMI Gelar RUPSLB
http://pasarmodal.inilah.com/read/detail/1642552/bumi-gelar-rupslb
Saham Bank & Otomotif Cocok di Awal pekan
http://pasarmodal.inilah.com/read/detail/1640762/saham-bank-otomotif-cocok-di-awal-pekan
BWPT Realisasikan Capex Rp350M
http://pasarmodal.inilah.com/read/detail/1642392/bwpt-realisasikan-capex-rp350m
INCO Anggarkan US$500 Juta untuk Bahodopi
http://pasarmodal.inilah.com/read/detail/1642342/inco-anggarkan-us500-juta-untuk-bahodopi
FORU Bagi Dividen Rp4 Per Saham
http://pasarmodal.inilah.com/read/detail/1642022/foru-bagi-dividen-rp4-per-saham
LPPS akan lunasi utang dengan rights issue
http://investasi.kontan.co.id/v2/read/1309138404/71305/LPPS-akan-lunasi-utang-dengan-rights-issue
TINS akan perbesar porsi di tambang lepas pantai
http://investasi.kontan.co.id/v2/read/1309137135/71304/TINS-akan-perbesar-porsi-di-tambang-lepas-pantai
Emiten logam mineral dan pertambangan cocok dikoleksi untuk jangka panjang
http://investasi.kontan.co.id/v2/read/1309134652/71295/Emiten-logam-mineral-dan-pertambangan-cocok-dikoleksi-untuk-jangka-panjang
META targetkan trafik 75 juta kendaraan
http://investasi.kontan.co.id/v2/read/1309132845/71294/META-targetkan-trafik-75-juta-kendaraan
PWON anggarkan capex Rp 350 Miliar
http://investasi.kontan.co.id/v2/read/1308968409/71242/PWON-anggarkan-capex-Rp-350-Miliar
SKYB optimalkan dana sisa IPO
http://investasi.kontan.co.id/v2/read/1308964509/71237/SKYB-optimalkan-dana-sisa-IPO
Rasio dividen Sinarmas Multiartha dinilai kurang menarik
http://www.bisnis.com/market/saham/28900-rasio-dividen-sinarmas-multiartha-dinilai-kurang-menarik
Belanja saham apa hari ini?
http://www.bisnis.com/market/saham/28883-belanja-saham-apa-hari-ini
2 Broker rekomendasikan cermati Inco
http://www.bisnis.com/market/saham/28889-2-broker-rekomendasikan-cermati-inco
Eterindo Wahanatama bangun 2 pabrik kelapa sawit
http://www.bisnis.com/market/saham/28826-eterindo-wahanatama-bangun-2-pabrik-kelapa-sawit
SMMA tambah modal Jakarta Motor
http://www.bisnis.com/market/saham/28783-smma-tambah-modal-jakarta-motor
Tambang Batubara Bukit Asam [ PDF ]
Delayed, not derailed - by Erindra Krisnawan
(PTBA IJ / PTBA.JK, OUTPERFORM - Maintained, Rp20,050 - Tgt. Rp26,000, Coal Mining)
We are cutting our FY11-13 earnings estimates for PTBA by 0.7-3.6% and DCF price target to Rp26,000 (WACC 12.4%) from Rp27,600. PTBA has underperformed its coal peers with an 11% share-price retreat YTD (vs. the sector's +1%). We believe delays in additional 2011 railway capacity and a lack of meaningful progress on its new railway have been the main culprits. These also explain our earnings and price-target downgrades. But given its share-price underperformance and the increasing reflection of low expectations in consensus estimates (5% downgrades over the past three months), (selengkapnya email- cimb)
Stocks ended lower Friday with the Dow and S&P closing down for the seventh week out of eight amid continuing jitters over the euro zone debt crisis.
Dow. 11934.58. -115.42. -0.96%
Nasdaq. 2652.89. -33.86. -1.26%
S&P 500. 1268.45. -15.05. -1.17%
FTSE. 5697.72. +23.34. +0.41%
Dax. 7121.38. -28.06. -0.39%
CAC40. 3784.80. -2.99. -0.08%. Oil. 91.16. +0.14. +0.15%
Gold. 1500.900 -19.600. -1.29%
Rupiah. 8599
Euro. 1.4188
TLKM. 33.41. -0.04 -0.12%. Rp 7182
ISAT. 29.87. -0.42 -1.39% Rp5137
Vallar. 1170,00. -20,00. -1.68%
EIDO. 31.330. -0.210. -0.672%
Timah. 24915. -185. -0.74%
Nickel. 22065. +130. +0.59%
CPOSep3117RM-19RM-0.61%$1025
Corn. 632.000. -14.000.-2.17%
Corn. 632.000. -14.000.-2.17%
SoybeanOil.56.360. -0.020. -0.04%
Wheat. 661.000. -8.250. -1.23%
Coal 24 Jun 121.17 vs.119.19(17 Jun)
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