Another Commodities Bull Run By QE3?

By Commodities Now
The dark cloud over the US economy has had a small silver lining for commodity prices in the form of renewed expectations of yet another bout of quantitative easing from the Fed and a lower dollar. However, Capital Economics think it is far too soon to expect QE3. What’s more, there is only so much that monetary policy could do to offset weakness of final demand for commodities, according to Julian Jessop of Capital Economics.

Read More: http://www.econmatters.com/2011/07/another-commodities-bull-run-by-qe3.html

A New Way for Income Investors to Get Ahead

By Larry D. Spears, Contributing Writer, Money Morning
The market isn't an easy place for income investors right now. Stocks are too volatile, U.S. Treasury yields are anemic, and a strong reliable dividend is a rarity. But income investors have a relatively new way they can use options to collect solid payouts on a routine basis. And they can do it without actually owning the underlying stock. I'm talking about Weekly Options, or Weeklys.

Read More: http://moneymorning.com/2011/07/15/a-new-way-for-income-investors-to-get-ahead/

Laporan & Rumor Saham Indonesia 15-07 (Refresh)

2nd session on JCI 15.07.11
@ 4,023.345 (+25.710pts) (+0.643%)
H: 4.024.027 ; L: 3,989.735
Value: 4.36 T (NG 743 B )
Volume: 3.82 M (NG 426 M )
Foreign Nett Buy: 213 B

5 most active stocks by value:
BMRI @ 7,900 (+1.28%)
BBRI @ 6,750 (0.00%)
ASII @ 70,400 (+2.10%)
BDMN @ 5,550 (-4.31%)
BUMI @ 2,950 (0.0%)

5 most active stocks by volume:
DEWA @ 110 (-1.79%)
BKSL @ 148 (+4.23%)
ASRI @ 365 (+2.82%)
ELTY @ 149 (-1.32%)
BLTA @ 280 (-3.45%)

5 most up:
TRST @ 650 (+18.18%)
ABDA @ 810 (+15.71%)
LPPF @ 2,750 (+14.58%)
GDST @ 185 (+14.20%)
TFCO @ 760 (+11.76%)

5 most down:
JKSW @ 100 (-16.67%)
PGLI @ 54 (-10.00%)
AKPI @ 1,050 (-6.25%)
SONA @ 3,000 (-6,25%)
IDKM @ 1,190 (-4.80%)

5 Leading Movers:
BBCA @ 8,300 (+8.55%)
ASII @ 70,400 (+6.85%)
BMRI @ 7,900 (+2.70%)
TLKM @ 7,150 (+2.35%)
ADRO @ 2,550 (+1.87%)

5 Lagging Movers:
BDMN @ 5,550 (-2.43%)
PTBA @ 20,850 (-0.80%)
GGRM @ 50,700 (-0.67%)
BRMS @ 690 (-0.59%)
INCO @ 4,375 (-0.58%)
Rgds, Nadya Isnaeni Data administrator Research Dept BNI Securities

Agenda 15 Juli  Rups Megapolitan Development, Cum dev dpns 10, cum dev CMNP 7,45

Rekor Sejarah, IHSG Ditutup Naik ke Level 4.023,12. net foreign buy Rp213,74 miliar
http://pasarmodal.inilah.com/read/detail/1703792/rekor-sejarah-ihsg-ditutup-naik-ke-level-402312

IHSG Raih Rekor Baru di 4023 
http://finance.detik.com/read/2011/07/15/160735/1682165/6/ihsg-raih-rekor-baru-di-4023

Inilah Daftar "Top Foreign Sell' Jumat (15/7)
http://pasarmodal.inilah.com/read/detail/1704152/inilah-daftar-top-foreign-sell-jumat-157

Saham ELSA Teraktif Diperdagangkan Jumat (15/7)
http://pasarmodal.inilah.com/read/detail/1704052/saham-elsa-teraktif-diperdagangkan-jumat-157

TRUB Raih Proyek dari PT Krakatau Daya Listrik
http://pasarmodal.inilah.com/read/detail/1703842/trub-raih-proyek-dari-pt-krakatau-daya-listrik

Menteri Dukung Telkom Beli Saham SingTel
http://pasarmodal.inilah.com/read/detail/1703512/menteri-dukung-telkom-beli-saham-singtel

Penjualan Turun, Laguna Rugi Rp371,4 Jt
http://pasarmodal.inilah.com/read/detail/1703602/penjualan-turun-laguna-rugi-rp3714-jt

Saham ASRI Terbanyak Dibeli Asing Jumat (15/7)
http://pasarmodal.inilah.com/read/detail/1704172/saham-asri-terbanyak-dibeli-asing-jumat-157

Citigroup dan Google Angkat Wall Street Positif
http://pasarmodal.inilah.com/read/detail/1704882/citigroup-dan-google-angkat-wall-street-positif

Investor profit taking, reli mingguan CPO terpangkas
http://investasi.kontan.co.id/v2/read/1310713867/72948/Investor-profit-taking-reli-mingguan-CPO-terpangkas-

Diprediksi capai target produksi, ADRO reli tertajam dalam tiga pekan terakhir
http://investasi.kontan.co.id/v2/read/1310714965/72950/Diprediksi-capai-target-produksi-ADRO-reli-tertajam-dalam-tiga-pekan-terakhir

Erafone dikabarkan bakal IPO tahun ini
http://investasi.kontan.co.id/v2/read/1310719339/72961/Erafone-dikabarkan-bakal-IPO-tahun-ini

Sentimen negatif Eropa dan AS menekan rupiah 0,3% sepekan ini
http://investasi.kontan.co.id/v2/read/1310724895/72973/Sentimen-negatif-Eropa-dan-AS-menekan-rupiah-03-sepekan-ini

Mulai konstruksi Urbana Karawaci, EMDE tarik pinjaman Rp 20 miliar dari BTN
http://investasi.kontan.co.id/v2/read/1310727600/72977/Mulai-konstruksi-Urbana-Karawaci-EMDE-tarik-pinjaman-Rp-20-miliar-dari-BTN

Asing paling banyak koleksi BBCA, ASII, dan BMRI di akhir pekan
http://investasi.kontan.co.id/v2/read/1310723710/72971/Asing-paling-banyak-koleksi-BBCA-ASII-dan-BMRI-di-akhir-pekan

Astra Otoparts Bantah Akuisisi Nipress 
http://finance.detik.com/read/2011/07/15/152619/1682099/6/astra-otoparts-bantah-akuisisi-nipress

BNI Habiskan Dana Rights Issue Rp 8,3 Triliun 
http://finance.detik.com/read/2011/07/15/103640/1681809/6/bni-habiskan-dana-rights-issue-rp-83-triliun

 *DJ Bank Danamon Target Cut To INR6,200 From INR7,000 By CS

BLOOMBERG: Mandiri Provides $25 Million Loan to Wintermar for Expansion

UNTR Akuisisi 3 Tambang Batubara Senilai US$121 Jt
http://pasarmodal.inilah.com/read/detail/1702372/untr-akuisisi-3-tambang-batubara-senilai-us121-jt

Berencana right issue, saham BDMN anjlok paling tajam dalam tujuh bulan
http://investasi.kontan.co.id/v2/read/1310699263/72929/Berencana-right-issue-saham-BDMN-anjlok-paling-tajam-dalam-tujuh-bulan

JAKARTA. Saham PT Elang Mahkota Teknologi Tbk (EMTK) sempat mencetak rekor, setelah PT Recapital Securities menyebut kepemilikan perseroan di PT Indosiar Karya Media Tbk (IDKM) bertambah menjadi 84,76% pasca merampungkan tender offer.

BLOOMBERG: *PALM OIL FUTURES DECLINE AS MUCH AS 0.9% TO 3,116 RINGGIT A TON

Bloomberg: Bank Danamon Drops Most in Seven Months After Rights Offer Plan

Alam Sutera, Danamon, Intraco, Medco: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-07-15/alam-sutera-danamon-intraco-medco-indonesia-equity-preview.html

*DJ Bank Danamon To Seek Shareholders OK For Rights Issue Plan

Bloomberg: Intraco Plans to Sell 220 Billion Rupiah of Notes, Bisnis Says

Bloomberg: Pimco Cautious on Asian Bonds on Risk of Europe, U.S. Fallout

Asian Commodity Stocks Drop on Concern U.S. Will Hurt Recovery

Bloomberg; Indonesia Keeps Guaranteed Rupiah Deposit Rate at 7.25%

Bloomberg: GarudaFood, Suntory Sign Agreement to Set Up Beverage Venture

Bloomberg: Wintermar Offshore Marine Gets $27 Million Loan, Bisnis Reports

Bloomberg: Holcim Indonesia Cut to Hold at Deutsche Bank; PT 2,075 Rupiah

Indonesia Stocks: Resistance At 4,000 Points
http://news.ino.com/headlines/?newsid=71420111402

S&P warns it may downgrade US credit rating
http://news.ino.com/headlines/?newsid=6897970807366710

Friday Look Ahead: Google Could Catch Market's Fancy, Despite Debt Concerns
http://www.cnbc.com/id/43762926 

Inilah Menu Saham Pilihan Jumat (15/7)
http://pasarmodal.inilah.com/read/detail/1701212/inilah-menu-saham-pilihan-jumat-157

Rekomendasi Saham
IHSG Kembali Gerak Fluktuatif
http://finance.detik.com/read/2011/07/15/074101/1681694/6/ihsg-kembali-gerak-fluktuatif

Rekomendasi: Saham apa yang menarik hari ini?
http://www.bisnis.com/market/saham/31294-rekomendasi-saham-apa-yang-menarik-hari-ini

Transparansi pemilik tak kurangi minat IPO
http://www.bisnis.com/market/saham/31173-transparansi-pemilik-tak-kurangi-minat-ipo

Inilah Daftar 'Top Foreign Buy' Kamis (14/7)
http://pasarmodal.inilah.com/read/detail/1700812/inilah-daftar-top-foreign-buy-kamis-147

RUMOR PASAR:
INILAH.COM, Jakarta – Ketertarikan investor asing membuat saham Elnusa (ELSA) dalam waktu dekat akan segera menuju level Rp500. Beredar kabar di pasar bahwa ELSA sedang dilirik oleh salah satu perusahaan minyak terbesar di China. Kabar ini menghembuskan sedikit angin segar, di tengah-tengah badai yang melanda ELSA akibat pembobolan dananya di salah satu bank swasta. PetroChina disebut-sebut sedang menjajaki pembelian tender saham ELSA. Dikabarkan juga ELSA akan membeli peralatan eksplorasi minyak dan gas bumi lagi untuk menambah peralatan eksplorasi yang sudah dimiliki. Pada perdagangan Jumat (15/7), saham ELSA ditutup menguat 20 poin (7,4%) ke level Rp290. Volume transaksi tercatat sebesar 13.45 juta lembar saham, senilai Rp3,7 miliar. [ast]

INILAH.COM, Jakarta - Saham PT Metrodata Electronics Tbk (MTDL) diprediksi bakal menembus level Rp300 dalam waktu dekat. Seorang pelaku pasar menyatakan, kabar perseroan membentuk usaha patungan dengan Synnex Tech International guna memompa performa bisnis. Pada perdagangan kemarin, saham MTDL stagnan di level Rp122.

INILAH.COM, Jakarta - Saham PT Bukit Darmo property Tbk (BKDP) kabarnya sedang diburu bandar. Berdasarkan kabar di pasar, sebuah perusahaan asing tengah mengincar saham Perseroan, sehingga harga BKDP berpeluang menuju Rp300. Pada perdagangan kemarin, saham BKBD naik Rp1 ke level Rp129.

Penerbitan Subdebt BBCA akan Tutupi Penurunan CAR
http://pasarmodal.inilah.com/read/detail/1701432/penerbitan-subdebt-bbca-akan-tutupi-penurunan-car

Di Sektor Properti, Saham ASRI Paling Oke
http://pasarmodal.inilah.com/read/detail/1701402/di-sektor-properti-saham-asri-paling-oke

Inilah Daftar 'Top Foreign Sell' Kamis (14/7)
http://pasarmodal.inilah.com/read/detail/1700722/inilah-daftar-top-foreign-sell-kamis-147

Penuhi Kebutuhan, GIAA Kontrak Pilot Asing
http://pasarmodal.inilah.com/read/detail/1700682/penuhi-kebutuhan-giaa-kontrak-pilot-asing

Semester I, Adhi Karya Raih Kontrak Rp4,1 T
http://economy.okezone.com/read/2011/07/14/278/479988/semester-i-adhi-karya-raih-kontrak-rp4-1-t

Akhir Pekan, IHSG Diproyeksi Konsolidasi
http://economy.okezone.com/read/2011/07/15/278/480095/akhir-pekan-ihsg-diproyeksi-konsolidasi

Percepat Investment Grade
BI Klaim Sudah Lobi Moodys
http://economy.okezone.com/read/2011/07/14/20/480005/bi-klaim-sudah-lobi-moodys

Trades of the Day...
Fundamentally:
CIMB mempertahankan rating OVERWEIGHT untuk sector perbankan dengan top picks pada BMRI, BBKP, BBTN dengan TP Rp9300, 1200, 2800. Koreksi di sektor perbankan sepertinya akan terjadi dalam waktu dekat, khususnya untuk blue chips karena akhir dari QE2. Investasi akan kembali pada fundamental. Pertumbuhan kredit yang kuat serta naiknya NIM akan menjadi daya tarik tahun ini. Kami tetap mempertahankan top sell pada BBRI dengan TP Rp6600 karena ketidakmampuan untuk mencari modal baru

Stocks finished lower Thursday for the fourth session in five after Bernanke said the Fed is not prepared to take further action and amid ongoing concerns about the U.S. debt ceiling, erasing earlier gains fueled by encouraging economic news as well as strong earnings from JPMorgan.European stocks ended lower on Thursday, losing ground for the fourth time in five sessions as Moody's warning on U.S. debt and rising Italian bond yields despite a well-bid debt auction rattled investors.

Dow.      12437.12.  -54.49.  -0.44%
Nasdaq.  2762.67.  -34.25.  -1.22%
S&P 500. 1308.87.  -8.85.    -0.67%
FTSE.      5846.95. -59.48.  -1.01%
Dax.        7214.74.  -53.13.  -0.73%
CAC40.    3751.23.  -42.04.  -1.11%.  Oil.            95.69.    -2.36.    -2.41%
Gold.      1587.700. +2.200.+0.14%
Rupiah.  8528
Euro.      1.4146

TLKM.  33.20 +0.21 +0.64%.Rp7078.  ISAT.    30.87.-0.21.  -0.68%. Rp5265
BumiPLC 1117.00.-8.000.  -0.711%
EIDO.  32.520.    -0.130.  -0.398%
Timah.      27250. +100.  +0.37%    
Nickel.      23975. +55.    +0.22%

CPOSep3144RM+62RM+2.01%$1044
Corn.        678.500. -1.250.  -0.18%
SoybeanOil.58.240.  -0.290.  -0.50%
Wheat.      707.000.  -7.500. -1.05%

Coal 8 Jul 122.45 vs.120.90(1 Jul)

Terima Kasih Kepada Peserta Yang Mengikuti Workshop CTA 16-17 Juli 2011

Thank God It's Friday.

Terima kasih atas kepercayaan terhadap Peserta kepada CTA Hitsaham, untuk mengikuti Workshop T.A Saham "9 Simple Methods To Trade Like A Pro", 16-17 Juli 2011 Level Basic - Intermediate Angkatan I, setelah beberapa kali tertunda. Harap membawa laptop untuk praktek Trading Conservative - Agresif hingga Investasi jangka pendek - panjang. Harap semua peserta mengikuti workshop tepat waktu & mohon disadari tidak ada refund jika ada peserta tidak hadir/ batal mengikuti workshop pada waktunya.  Workshop T.A Saham Level Basic - Intermediate Angkatan II selanjutnya, kami akan membuka kelas di September (Khusus Surabaya/ Medan & Bandung dengan materi yang berbeda), kapasitas 20 kursi & Workshop Advanced "Specialist Technical Analysis Saham Level I" pertama di Indonesia pada awal Oktober  2011. Happy cuan & sukses. Good Luck to all of you.

Laporan & Rumor Saham Indonesia 14-07 (Refresh)

2nd session on JCI 14.07.11
@ 3,997.635 (+16.790pts) (+0.422%)
H: 3,997.950 ; L: 3,975.867
Value: 4.00 T (NG 816 B )
Volume: 871 M (NG 866 M )
Foreign Nett Buy: 39 B

5 most active stocks by value:
BMRI @ 7,800 (+2.63%)
ADMG @ 830 (+9.21%)
ASII @ 68,950 (+1.40%)
TLKM @ 7,050 (0.00%)
BBRI @ 6,750 (0.00%)

5 most active stocks by volume:
DEWA @ 112 (-1.75%)
ELTY @ 151 (+3.42%)
BNBR @ 67 (0.00%)
STAR @ 130 (-5.80%)
KIJA @ 165 (+2.48%)

5 most up:
MFIN @ 1,200 (+23.71%)
CSAP @ 250 (+21.95%)
HERO @ 6,300 (+18.87%)
CTBN @ 3,250 (+18.18%)
IDKM @ 1,250 (+14.68%)

5 most down:
YULE @ 56 (-28.21%)
HOME @ 111 (-13.95%)
BRAM @ 2,100 (-10.64%)
GTBO @ 138 (-8.00%)
ASDM @ 600 (-6.25%)

5 Leading Movers:
BMRI @ 7,800 (+5.39%)
ASII @ 68,950 (+4.49%)
INDF @ 5,950 (+1.54%)
BBCA @ 8,000 (+1.43%)
UNVR @ 14,850 (+0.89%)

5 Lagging Movers:
GGRM @ 51,000 (-1.12%)
BYAN @ 23,500 (-0.97%)
ADRO @ 2,500 (-0.93%)
BRAU @ 500 (-0.81%)
BNII @ 560 (-0.65%)
Rgds, Nadya Isnaeni Data administrator Research Dept BNI Securities

Agenda 14 Juli  Cum dev GDYR 250, cum dev brau 3,55,  cum dev Bank ICB Bumiputera 0,66

Bursa Regional Merekah, IHSG Menguat 16 Poin 
http://finance.detik.com/read/2011/07/14/160715/1681386/6/bursa-regional-merekah-ihsg-menguat-16-poin

IHSG Ditutup Positif Dekati Level 4.000. net foreign buy Rp39,86 miliar
http://pasarmodal.inilah.com/read/detail/1700212/ihsg-ditutup-positif-dekati-level-4000

Hingga sesi kedua, asing paling getol mengoleksi BMRI, ASII dan BBCA
http://investasi.kontan.co.id/v2/read/1310636321/72889/Hari-ini-asing-paling-getol-mengoleksi-BMRI-ASII-dan-BBCA

Kredit Naik 25%, Target Saham Bukopin Rp 1.000?
http://finance.detik.com/read/2011/07/14/092050/1680944/1014/kredit-naik-25-target-saham-bukopin-rp-1000

Genjot Modal, Bank Danamon Terbitkan Saham Baru 
http://finance.detik.com/read/2011/07/14/163456/1681407/6/genjot-modal-bank-danamon-terbitkan-saham-baru

Pilih Saham yang Masih Lagging
http://pasarmodal.inilah.com/read/detail/1697502/pilih-saham-yang-masih-lagging

Saham BBKP Teraktif Diperdagangkan Kamis (14/7)
http://pasarmodal.inilah.com/read/detail/1700522/saham-bbkp-teraktif-diperdagangkan-kamis-147

Quantitative Easing AS Dongkrak Rupiah 14 Poin
http://pasarmodal.inilah.com/read/detail/1700502/quantitative-easing-as-dongkrak-rupiah-14-poin

Bloomberg; Posco Power to Build Power Plant in Indonesia, Edaily Says

Bloomberg: Indonesia Jan. to May Coal Output Amounts to 100.6 Million Tons

BLOOMBERG: *ELANG RISES TO RECORD AS RECAPITAL SAYS TENDER OFFER COMPLETED

Anak Usaha Dian Swastatika Raup Pinjaman Afiliasi
http://pasarmodal.inilah.com/read/detail/1699972/anak-usaha-dian-swastatika-raup-pinjaman-afiliasi

UNTR Akan Jual 150 Komatsu Baru di 2011
http://pasarmodal.inilah.com/read/detail/1699992/untr-akan-jual-150-komatsu-baru-di-2011

Rampungkan tender offer IDKM, saham EMTK sempat mencetak rekor
http://investasi.kontan.co.id/v2/read/1310630124/72868/Rampungkan-tender-offer-IDKM-saham-EMTK-sempat-mencetak-rekor

Harga CPO menguat seiring prediksi pertumbuhan China yang tetap tinggi
http://investasi.kontan.co.id/v2/read/1310631643/72874/Harga-CPO-menguat-seiring-prediksi-pertumbuhan-China-yang-tetap-tinggi

RTRS-INDONESIA'S ENERGY MINISTRY SAYS MAY BAN PRIVATE VEHICLES FROM USING SUBSIDISED FUEL AFTER EID AL-FITR

Asing Dorong IHSG Sesi I Ditutup Naik 0,1%. Net foreign buy Rp75,1 miliar
http://pasarmodal.inilah.com/read/detail/1699112/asing-dorong-ihsg-sesi-i-ditutup-naik-01

Investor Cermati Ancaman Moody's, IHSG Bergerak Datar 
http://finance.detik.com/read/2011/07/14/121016/1681097/6/investor-cermati-ancaman-moodys-ihsg-bergerak-datar

Aksi beli BMRI, ASII dan BBCA menyelamatkan indeks di sesi pagi
http://investasi.kontan.co.id/v2/read/1310621789/72851/Aksi-beli-BMRI-ASII-dan-BBCA-menyelamatkan-indeks-di-sesi-pagi

BII Proyeksikan DPK hingga Juni Capai Rp65 Triliun
http://pasarmodal.inilah.com/read/detail/1698892/bii-proyeksikan-dpk-hingga-juni-capai-rp65-triliun

Sesi Dua: Tetap Cermati Saham 'Lagging'
http://pasarmodal.inilah.com/read/detail/1699032/sesi-dua-tetap-cermati-saham-lagging

Bapepam Restui Tender Offer ANTA 
http://finance.detik.com/read/2011/07/14/111646/1681057/6/bapepam-restui-tender-offer-anta

BII Proyeksikan DPK hingga Juni Capai Rp65 Triliun
http://pasarmodal.inilah.com/read/detail/1698892/bii-proyeksikan-dpk-hingga-juni-capai-rp65-triliun

Jakarta - Badan Pengawas Pasar Modal dan Lembaga Keuangan (Bapepam-LK) memberikan pernyataan efektif terhadap rencana tender offer sukarela saham PT Anta Express Tour & Travel Services Tbk (ANTA) oleh PT Trans Lifestyle. Penawaran ini dilakukan dalam rangka delisting alias go private.

ASRI jajaki penerbitan obligasi Rp 1 triliun di kuartal ketiga 2011
http://investasi.kontan.co.id/v2/read/1310620225/72844/ASRI-jajaki-penerbitan-obligasi-Rp-1-triliun-di-kuartal-ketiga-2011

Indonesia Stocks: Bank Central Asia, London Sumatra Indonesia
http://www.bloomberg.com/news/2011-07-14/indonesia-stocks-bank-central-asia-london-sumatra-indonesia.html

*DJ Bank Indonesia Official: 4Q GDP Growth May Reach 6.7%
*DJ Bank Indonesia Deputy Gov: Latest Inflation Forecast Assumes No Change In S
*DJ Bank Indonesia Deputy Governor: 2011 Inflation May Reach 4.9%

KIJA: mencari dana senilai US$ 35 juta untuk membiayai kembali utangnya kepada PT CIMB Niaga Tbk yang jatuh tempo pada tahun ini

BNGA: Pembiayaan CIMB Auto Finance Tumbuh 100%

Permintaan bahan bakar diekspektasi naik, saham AKRA mencetak rekor
http://investasi.kontan.co.id/v2/read/1310613605/72820/Permintaan-bahan-bakar-diekspektasi-naik-saham-AKRA-sempat-cetak-rekor

BFIN mencari pinjaman senilai US$ 50 juta dari dua bank
http://investasi.kontan.co.id/v2/read/1310616830/72834/BFIN-mencari-pinjaman-senilai-US-50-juta-dari-dua-bank

Pendapatan Bakal Naik, Hold Saham PTBA
http://pasarmodal.inilah.com/read/detail/1698342/pendapatan-bakal-naik-hold-saham-ptba

Cari Aspal, TINS Lakukan Diversifikasi Usaha
http://pasarmodal.inilah.com/read/detail/1698482/cari-aspal-tins-lakukan-diversifikasi-usaha

MTDL & Logicalis Group Ltd, Dirikan Usaha Baru
http://pasarmodal.inilah.com/read/detail/1698522/mtdl-logicalis-group-ltd-dirikan-usaha-baru

Bloomberg: AKR Corporindo Gains to Record as Fuel Demand Expected to Rise

Palm Oil Futures Advance as Much as 1.9% to 3,139 Ringgit a Ton

*DJ Astra International Target Raised To IDR78000 Vs IDR64000-CS

REMINDER:::: ASRI TP FR CIMB 460

Bank Danamon - Rights Issue: Coming up!
(BDMN-HOLD-IDR5,800-TP:IDR6,500)
Recommendation and valuation
Given this possible rights issue plan, we recommend investors to stop accumulating BDMN shares, opting instead to take up the discounted rights price.  Our back-on-the-envelope calculation suggests that the rights issue would result in EPS and BVPS dilution as well as lower ROAE from the current level of 17.4%.  Thus, we downgrade BDMN’s target price to IDR6,500 (-9% from previously), implying 2012 P/BV of 2.6x (post rights issue).  HOLD (BAHANA- DX)

OUTPERFORM Maintained Bank Bukopin RP700 @06/07/11
Revolutionary food solution Target: Rp1,200
Banks INDONESIA
BBKP IJ / BBKP.JK Mulya Chandra CFA +62 (21) 3006-1721 – mulya.chandra@cimb.com
• Maintain Outperform. 

Will Congress Let US Default, Stocks Crash to Get a Deal?
http://www.cnbc.com/id/43744881

Rencana Subdebt, 'Hold' Saham BBCA
http://pasarmodal.inilah.com/read/detail/1698202/rencana-subdebt-hold-saham-bbca

SingTel Tolak Lepas Telkomsel, 'Buy' Telkom
http://pasarmodal.inilah.com/read/detail/1698212/singtel-tolak-lepas-telkomsel-buy-telkom

*DJ Indonesia May Ban Private Cars From Consuming Subsidized Fuels After August

Firm Start Tipped For Jakarta Stocks
http://news.ino.com/headlines/?newsid=71320111273

Bloomberg: Indonesia Subsidized Fuel Demand May Reach 40.49 Mln Kiloliters

Bloomberg: Bank Central Asia, Nahdlatul Ulama Sign Banking Deal: Globe Link

Bloomberg: Ephindo Energy Private Wins Coal Bed Methane Block in Indonesia

Bloomberg: Pakuwon May Spend 385 Billion Rupiah to Build Mall, Daily Says

Bloomberg: Star Petrochem May Spend 120 Bln Rupiah on Factory, Kontan Says

Inilah Rekomendasi Saham Pilihan Kamis (14/7)
http://pasarmodal.inilah.com/read/detail/1697412/inilah-rekomendasi-saham-pilihan-kamis-147

IHSG Masih Akan Unjuk Gigi
http://economy.okezone.com/read/2011/07/14/278/479580/ihsg-masih-akan-unjuk-gigi

Inilah Daftar 'Top Foreign Buy' Rabu (13/7) http://pasarmodal.inilah.com/read/detail/1697092/inilah-daftar-top-foreign-buy-rabu-137

INILAH.COM, Jakarta - Citigroup menaikkan rating saham PT Darma Henwa Tbk (DEWA) dari netral menjadi outperform. Hal ini memicu saham DEWA untuk terkerek ke harga Rp205. Valuasi DEWA yang sangat murah dengan PER 8,8 kali, di bawah BUMI 21 kali dan DOID 10 kali.

JPMCB-Vallar Investment Miliki 25% Saham BUMI
http://pasarmodal.inilah.com/read/detail/1697072/jpmcb-vallar-investment-miliki-25-saham-bumi

INILAH.COM, Jakarta - Sekuritas asing ternama merekomendasikan buy saham PT Delta Dunia Makmur Tbk (DOID) dengan target harga Rp1.350. Restrukturisasi utang dan penambahan dana setelah rights issue menjadi katalisnya. Pekan depan, DOID bahkan disebut-sebut akan masuk dalam MSCI. Pada perdagangan kemarin, saham DOID ditutup naik Rp20 ke harga Rp1.050.

Belanja Modal TLKM akan Dorong Kinerja 2011
http://pasarmodal.inilah.com/read/detail/1697422/belanja-modal-tlkm-akan-dorong-kinerja-2011

Saham ASII Siap Tancap Gas ke Rp110 Ribu
http://pasarmodal.inilah.com/read/detail/1697302/saham-asii-siap-tancap-gas-ke-rp110-ribu

Pilih Saham yang Masih Lagging
http://pasarmodal.inilah.com/read/detail/1697502/pilih-saham-yang-masih-lagging

Pertumbuhan Kredit Naik, Target BBKP Rp1.000
http://pasarmodal.inilah.com/read/detail/1698042/pertumbuhan-kredit-naik-target-bbkp-rp1000

Oriflame Bantah Dekati Mustika Ratu
http://pasarmodal.inilah.com/read/detail/1696452/oriflame-bantah-dekati-mustika-ratu

Rekomendasi Saham
IHSG Bisa Menguat Perlahan 
http://finance.detik.com/read/2011/07/14/075057/1680898/6/ihsg-bisa-menguat-perlahan

Rekor Harga Emas Pecah Lagi
http://finance.detik.com/read/2011/07/14/082202/1680913/4/rekor-harga-emas-pecah-lagi

Wall Street Menguat, Namun Dihantui 'Ancaman' Moody's 
http://finance.detik.com/read/2011/07/14/072137/1680891/6/wall-street-menguat-namun-dihantui-ancaman-moodys

Harga minyak naik tipis
http://www.bisnis.com/market/komoditas/31122-harga-minyak-naik-tipis

Stocks snapped a three-day losing streak, but came off the day's highs Wednesday after a top Fed official said he is against providing stimulus even if the economy worsens, opposing previous comments from chairman Ben Bernanke that fueled a strong rally for most of the session.

Dow.      12491.61. +44.73. +0.36%
Nasdaq.  2796.92. +15.01. +0.54%
S&P 500. 1317.92. +4.08.    +0.31%
FTSE.      5906.43. +37.47.  +0.64%
Dax.        7267.87. +93.73.  +1.31%
CAC40.    3793.27. +19.15.  +0.51%.  Oil.            98.05.  +0.62.    +0.64%
Gold.      1585.500+23.200. +1.48%
Rupiah.  8550
Euro.      1.4139

TLKM.  32.99.+0.99.+0.27%.Rp7051
ISAT.    31.08.+0.29.+0.94%.Rp5315
BumiPLC 1125.00.+5.000.  +0.446%
EIDO.  32.650.    +0.290.  +0.896%
Timah.      27150. +50.    +0.18%    

Nickel.      23920. +515.  +2.20%

CPOSep3082RM+48RM+1.58%$1023
Corn.        679.750.+21.750.+3.31%
SoybeanOil.58.530. +1.210. +2.11%
Wheat.      714.500.+42.500 +6.32%

Coal 8 Jul 122.45 vs.120.90(1 Jul)

Fundamentally:
CIMB mempertahankan rating NEUTRAL untuk Indosat (ISAT) dengan target harga Rp5700 (dari Rp6000) berdasarkan metode DCF (WACC 13%). Kami memangkas FY11-13 core net profit estimates sebesar 5-23%  setelah bertemu dengan manajemen dimana guidance mereka menunjukan perlambatan pertumbuhan penjualan. Saat ini ISAT fokus pada luar Jawa dan konsolidasi brands. ISAT tidak akan memberi earning surprise, dan kekurangan katalis. EXCL tetap menjadi top pick di sektor ini.

ELTY memperkirakan pendapatan semester 1-2011 mencapai lebih dari Rp 700 miliar, naik 30% dibanding periode sama tahun lalu. Kontribusi pendapatan terbesar berasal dari sektor city property dan landed residential seperti Superblock Rasuna Epicentrum dan Perumahan Bukit Nirwara Residence.

IGAR, perusahaan yang bergerak di sektor pengemasan, memperkirakan laba bersih semester I-2011 sebesar Rp 15,6 miliar, meningkat 20% dibandingkan periode sama tahun lalu Rp 13 miliar. Peningkatan laba ditopang oleh penguatan rupaih terhadap dolar AS serta efisiensi usaha. Disisi lain, perseroan tengah mengkasi alternatif sumber pendanaan lain diluar penawaran umum terbatas saham untuk membiayai belanja modal tahun ini sebesar Rp 270 miliar.

The Final Day of Registration of Workshop "9 Simple Methods To Trade Like A Pro":

Subject: 
Analisa 9 methods CTA HITSAHAM (prediksi 12/07: 2nd liner akan rally terbukti hari ini, diantaranya ADMG +16%/ TURI/ IMAS/ RUIS/CLPI/ INDS/ JPFA/ CPIN dll) telah menciptakan ratusan % antara Juni - Juli = +161% + Hold Buy 31 saham (Sejak 23-24 Juni), termasuk 5 IPO TIFA (+23% dalam 5 menit)/ PTIS (+13.24% +Buy 970)/ ALDO/ SDMU/ STAR (target buy 129 tercapai di 147 (sell done; 14/07=+13.95%)+ POLY + DEWA +  KIJA + BKSL (liat di Laporan & Rumor Saham Indonesia 13-07).

Subject:
Basic TA
Intemediate TA
Elliott Waves
Fundamental Analysis
Intermarket Analysis
Bandarmologi
Portfolio Management
Reference

Bobot Workshop : (Semua diberikan dalam Bahasa Indonesia)
40% Teori vs 60% Praktek.
Level Basic 10% vs Intermediate 90%
Technical Analysis 80%, Fundamental 10% (*), Bandarmologi 10%.
Bagi anda yang berminat, silahkan pendaftaran di Hitsaham@yahoo.com: Isi nama / Alamat / No HP. Dapatkan Discount 40% menjadi Rp 1.500.000,00 (Dari Rp 2.500.000,00).

Transfer ke Rek. BCA: Andri Zakaria S.  No: 6640.144.660. KC: ITC Kuningan JKT.
Rek Bank Mandiri: Andri Zakaria Siregar. No: 12.4000.51.30134
Rek Bank BNI: Andri Zakaria S. No: 0191530357
Lampirkan foto copy transferan anda ke email: Hitsaham@yahoo.com, Konfirmasi by sms/FB/email/BB untuk notifikasi.

Di adakan di Tee Box Cafe No. 123 Jalan Wijaya 2 Kelurahan Melawai, Kebayoran Baru
Jakarta Selatan 12160
Jadwal: 16-17 Juli 2011 (09.00 - 17.00 WIB). 

Termasuk Sertifikat, 2 Coffee Break + Lunch, Modul, Discount Membership Rekomendasi Saham & Hot Spot (WIFI-Harap Membawa Laptop) Tersedia.

Map : (Lokasi Tee Box Cafe di Lingkaran Merah: Area Panglima Polim - Blok M - Dharmawangsa)

The 1st in Indonesia IPO Star Petrochem TBK (STAR) & The 22's IPO

Moon Cycle: Proses akumulasi akan terjadi dalam waktu dekat menjelang 100% Full Moon, di tengah pola intraday oversold, akumulasi, J-Hook vs Bearish Hook.

Star Petrochem akan Listing Perdana Pagi Ini
http://pasarmodal.inilah.com/read/detail/1693492/star-petrochem-akan-listing-perdana-pagi-ini

 
Solar 24: The sun consists of several small to fair sized sunspot regions, the largest of which are Sunspots 1247, 1250 and a new alpha spot that rotated onto the eastern limb. This spot was numbered 1251 on Monday. There is a chance for C-Class flares.

Rekomendasi: Speculative Buy

Resist    : 116/129 (buy breakout)/141/147 (Sell)/162/178 (Buy Breakaout)/187/207 (Sell)

Support : 100 (buy)/96/87/81/75 (Buy)

Laporan & Rumor Saham Indonesia 13-07 (Refresh)

2nd session on JCI 13.07.11
@ 3,980.845 (+42.830pts) (+1.088%)
H: 3,980.861 ; L: 3,938.251
Value: 3.98 T (NG 675 B )
Volume: 1.53 B (NG 1.25 B )
Foreign Nett Sell: 19 B

5 most active stocks by value:
BMRI @ 7,600 (+0.66%)
ASII @ 68,000 (+1.42%)
ITMG @ 47,650 (+0.42%)
BUMI @ 2,975 (+1.71%)
TLKM @ 7,050 (+0.71%)

5 most active stocks by volume:
DEWA @ 114 (+10.68%)
BNBR @ 67 (+1.52%)
BKSL @ 143 (+9.16%)
KIJA @ 161 (+4.55%)
ASRI @ 335 (+3.08%)

5 most up:
TIFA @ 310 (+24.00%)
HOME @ 129 (+21.70%)
NIPS @ 3,950 (+19.70%)
MTFN @ 260 (+18.18%)
ADMG @ 760 (+16.92%)

5 most down:
BAEK @ 1,850 (-9.76%)
LMPI @ 275 (-8.33%)
JKSW @ 120 (-7.69%)
MICE @ 630 (-5.97%)
DUTI @ 1,800 (-5.26%)

5 Leading Movers:
ASII @ 68,000 (+4.49%)
GGRM @ 51,500 (+3.37%)
CPIN @ 2,425 (+3.36%)
ADRO @ 2,525 (+1.87%)
PGAS @ 3,950 (+1.42%)

5 Lagging Movers:
AMRT @ 3,700 (-0.80%)
BAEK @ 1,850 (-0.61%)
INDF @ 5,800 (-0.51%)
BDMN @ 5,800 (-0.48%)
UNVR @ 14,750 (-0.44%)
Rgds, Nadya Isnaeni Data administrator Research Dept BNI Securities

Indonesia Stocks: Alam Sutera, Bakrie Sumatera, Star Petrochem
http://www.bloomberg.com/news/2011-07-13/indonesia-stocks-alam-sutera-medco-energi-star-petrochem.html

Dana Asing Keluar, IHSG Gagal Tembus 4000. net foreign sell Rp19 miliar
http://pasarmodal.inilah.com/read/detail/1696192/dana-asing-keluar-ihsg-gagal-tembus-4000

Rebound 42 Poin, IHSG Gagal Parkir Lagi di 4.000 
http://finance.detik.com/read/2011/07/13/160652/1680654/6/rebound-42-poin-ihsg-gagal-parkir-lagi-di-4000

Saham MRAT Teraktif Diperdagangkan Rabu (13/7)
http://pasarmodal.inilah.com/read/detail/1696272/saham-mrat-teraktif-diperdagangkan-rabu-137

Sentimen Luxemburg-China Kuatkan Rupiah 29 Poin
http://pasarmodal.inilah.com/read/detail/1696342/sentimen-luxemburg-china-kuatkan-rupiah-29-poin

Emas torehkan rekor sepanjang sejarah di US$ 1.575,9 per ons troy
http://investasi.kontan.co.id/v2/read/1310547248/72778/Emas-torehkan-rekor-sepanjang-sejarah-di-US-1.5759-per-ons-troy

Saham GGRM, CPIN, dan ASII paling diminati di sesi kedua
http://investasi.kontan.co.id/v2/read/1310549535/72782/Saham-GGRM-CPIN-dan-ASII-paling-diminati-di-sesi-kedua

Dikabarkan berniat jual obligasi Rp 1 triliun, ASRI melejit 3,1%
http://investasi.kontan.co.id/v2/read/1310551656/72784/Dikabarkan-berniat-jual-obligasi-Rp-1-triliun-ASRI-melejit-31

13/07: BISI telah menyelesaikan koreksi A, potensi rebound lebih lanjut ke 1540/1570/1690, selama diatas 1370.

REMINDER::::14 Juli  Cum dev GDYR 250, cum dev brau 3,55,  cum dev Bank ICB Bumiputera 0,66

15 Juli  Rups Megapolitan Development, Cum dev dpns 10, cum dev CMNP 7,45

18 Juli  Rups Bank ekonomi, cum dev TINS 94,17, cum dev smma 1, cum dev AMFG 80,  ATPK RESOURCES RUPSLB

INILAH.COM, Jakarta - PT CIMB Niaga Tbk mencatatkan laba anaudited sebesar Rp1,19 miliar per Mei 2011. Berdasarkan data BI, total kredit Bank per Mei 2011 anaudited mencapai Rp109,39 miliar. Sementara total asetnya per Mei 2011 mencapai Rp146,15 miliar. CIMB Niaga juga mencatatkan giro sebesar Rp27,3 miliar per Mei 2011, sedang tabungan mencapai Rp29,32 miliar, dan simpanan berjangka (deposito) senilai Rp59,57 miliar. Perseroan juga mencatatkan pendapatan dari bunga sebesar Rp12,07 miliar per Mei 2011, sedang beban bunganya mencapai Rp8,9 miliar. Pendapatan operasional per Mei sebesar Rp1,16 miliar dengan beban operasional sebesar Rp2,75 miliar. Untuk laba operasional CIMB Niaga per Mei mencapai Rp1,57 miliar.
Last message received on 7/13 at 3:51 PM

INILAH.COM, Jakarta - PT Bank Danamon Indonesia Tbk mencatatkan laba anaudited sebesar Rp1,21 miliar per Mei 2011. Berdasarkan data BI, total kredit Bank per Mei 2011 anaudited mencapai Rp79,96 miliar. Sementara total asetnya per Mei 2011 mencapai Rp118,25 miliar. Bank Danamon juga mencatatkan giro sebesar Rp11,72 miliar per Mei 2011, sedang tabungan mencapai Rp20,97 miliar, dan simpanan berjangka (deposito) senilai Rp51,25 miliar. Perseroan juga mencatatkan pendapatan dari bunga sebesar Rp3,19 miliar per Mei 2011. Pendapatan operasional per Mei sebesar Rp4,22 miliar.

 Cimb target
• Overweight consumer & banks; coal fundamentals should shine
We like Mandiri, BTN and Bukopin. Given the potential for rising coal prices, our picks are Harum, PTBA and BORN. Physical property price surges of 30% p.a. in the past two years have yet to show in share prices, but fundamentals are filtering through. We like CTRA and ASRI. Key neutrals are telco (lack of catalysts) and cement (valuations and normalising growth).

Astra ASII IJ O 70,000
Alam Sutera ASRI IJ O  460
Bukopin BBKP IJ O 1,200
BTN BBTN IJ O 2,800
Mandiri BMRI IJ O 9,300
Borneo Lumbung BORN IJ O 2,050
Ciputra CTRA IJ O  505
Gudang Garam GGRM IJ O 56,500
HRUM HRUM IJ O 12,000
Indofood INDF IJ O 6,300
Mayora MYOR IJ O 17,400
Bukit Asam PTBA IJ O 26,000

Adaro Energy ADRO IJ N 2,600
Borneo Lumbung BORN IJ O 2,050
Bukit Asam PTBA IJ O 26,000
Bumi BUMI IJ O 4,000
HRUM HRUM IJ O 12,000
Indo Tambangraya ITMG IJ O 60,900
United Tractors UNTR IJ O 27,500

Ace ACES IJ O 3,700
Astra ASII IJ O 70,000
Gudang Garam GGRM IJ O 56,500
ICBP ICBP IJ N 5,900
Indofood INDF IJ O 6,300
Kalbe KLBF IJ N 3,800
Mayora MYOR IJ O 17,400
Mitra MAPI IJ O 4,250
MDRN MDRN IJ O 3,000
Ramayana RALS IJ O 1,100
Unilever UNVR IJ U 13,000
Bukopin BBKP IJ O  1,200
Bank Central BBCA IJ N 8,300
Danamon BDMN IJ O 8,400
Bank Jabar BJBR IJ U 1,350
Mandiri BMRI IJ O 9,300
BNI BBNI IJ N 4,650 

Anak usaha restrukturisasi utang, UNSP naik paling tajam dalam tiga pekan
http://investasi.kontan.co.id/v2/read/1310543747/72769/Anak-usaha-restrukturisasi-utang-UNSP-naik-paling-tajam-dalam-tiga-pekan

Masa penawaran tender ALFA diperkirakan pada 29 Juli - 27 Agustus 2011
http://investasi.kontan.co.id/v2/read/1310543226/72768/Masa-penawaran-tender-ALFA-diperkirakan-pada-29-Juli-27-Agustus-2011

13/07: DEWA @110-111 target 119/121 stop loss dibawah 103.

13/07: BUY POLY @420 target 460/460 stop loss dibawah 385 berkat signal inverted scoop & pola cradle.

13/07: Buy BKSL @137-138 target 148-158 stop loss dibawah 126 

13/07: Buy Breakout KIJA @162 target 195-205 stop loss dibawah 148.  

Hold Buy 27 saham CTA Hitsaham, termasuk PTIS @970 (12/07 : +15.70%) - ALDO @255- IPO STAR @129; sejak 23-24 Juni.

Amstelco Indonesia Tunda Rights Issue
http://pasarmodal.inilah.com/read/detail/1695342/amstelco-indonesia-tunda-rights-issue

Saham Batu Bara Pun Ikut Rebound
http://pasarmodal.inilah.com/read/detail/1695192/saham-batu-bara-pun-ikut-rebound

IHSG Tembus Resistan, Pilih Saham Unggulan
http://pasarmodal.inilah.com/read/detail/1694952/ihsg-tembus-resistan-pilih-saham-unggulan

INCF tunda right issue hingga tahun depan
http://investasi.kontan.co.id/v2/read/1310538696/72750/INCF-tunda-right-issue-hingga-tahun-depan

POLY 1H Unaudited Net Pft Up 700%To IDR840 Bln

Agenda 13 Juli Cum dev myor 130, cum ABDA 25, cum dev masa 1, cum dev cita mineral investindo 8,9, KIJA RUPSLB

Perburuan Saham Unggulan Dorong IHSG Maju 25 Poin 
http://finance.detik.com/read/2011/07/13/120556/1680306/6/perburuan-saham-unggulan-dorong-ihsg-maju-25-poin

Asing Masuk, IHSG Sesi I Ditutup Naik 0,63%. net foreign buy Rp27,46 miliar
http://pasarmodal.inilah.com/read/detail/1694992/asing-masuk-ihsg-sesi-i-ditutup-naik-063

BEI Sambut Baik Badan Pengelola Saham Terlantar
http://pasarmodal.inilah.com/read/detail/1695102/bei-sambut-baik-badan-pengelola-saham-terlantar

Cek, tiga saham penyelamat IHSG di sesi pagi!
http://investasi.kontan.co.id/v2/read/1310535365/72746/Cek-tiga-saham-penyelamat-IHSG-di-sesi-pagi

Minyak rebound, saham MEDC naik paling tajam di tiga pekan terakhir
http://investasi.kontan.co.id/v2/read/1310533672/72741/Minyak-rebound-saham-MEDC-naik-paling-tajam-dalam-tiga-pekan-terakhir

Krakatau Steel Baru Gunakan 28% Dana IPO
http://economy.okezone.com/read/2011/07/13/278/479174/krakatau-steel-baru-gunakan-28-dana-ipo

Timah-WIKA Bangun Pabrik Aspal di Sulawesi
http://economy.okezone.com/read/2011/07/13/278/479242/timah-wika-bangun-pabrik-aspal-di-sulawesi

PTPN V dan XIII Kerjasama Pinjam Pakai Lahan Antam 
http://finance.detik.com/read/2011/07/13/105147/1680230/6/ptpn-v-dan-xiii-kerjasama-pinjam-pakai-lahan-antam

UNTR Beli 60% Saham Duta Sejahtera
http://pasarmodal.inilah.com/read/detail/1694412/untr-beli-60-saham-duta-sejahtera

Laba di Bawah Estimasi, Hold Saham BBNI
http://pasarmodal.inilah.com/read/detail/1694662/laba-di-bawah-estimasi-hold-saham-bbni

Pertumbuhan ekonomi picu asing masuk, rupiah perkasa pagi ini
http://investasi.kontan.co.id/v2/read/1310528857/72733/Pertumbuhan-ekonomi-picu-asing-masuk-rupiah-perkasa-pagi-ini

STAR akan bangun pabrik senilai Rp 120 miliar
http://investasi.kontan.co.id/v2/read/1310529223/72734/STAR-akan-bangun-pabrik-senilai-Rp-120-miliar

JAKARTA (Dow Jones)--PT Tambang Batubara Bukit Asam's (PTBA.JK) first-half net
profit likely rose to more than IDR1.5 trillion during ($175 million) from
IDR909 billion a year earlier, boosted by higher coal sales volume and price,
Chief Executive Sukrisno said Wednesday. Sukrisno told reporters that the state-owned coal miner's sales in the six months ended June 30 rose by around 30% to over IDR5 trillion, as coal sales volume rose to 6.5 million metric tons from 4.5 million tons a year earlier. "With such an achievement (in the first half), we are optimistic that the full-year revenue will likely reach IDR11 trillion and net profit IDR3 trillion," he added. Bukit Asam posted a revenue of IDR7.9 trillion and a net profit of IDR2.0  trillion in 2010.

SSIA :  Komatsu Indonesia is reported to have negotiation with Suryacipta, a industrial estate unit of Surya Semesta Internusa Tbk, to purchase ~50 ha land as part of its expansion plan in assembly , foundry and steel cast plants. Komatsu currently produce its construction machinery from its plant in Cakung which runs almost at full capacity on stronger demand. Komatsu Indonesia has strong relationship with Astra Group (via United Tractors), which is founded by the Soeryadjaya family whose its extended family collectively runs Surya Semesta. We have seen sea of change in non financial investors' attitude towards Indonesia, both as the place to do manufacturing with cheaper labours and the attractive market. 

Alkindo, Petrochem, United Tractors: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-07-13/alkindo-petrochem-united-tractors-indonesia-equity-preview.html

Beberapa saat setelah listing, saham STAR dibuka melejit 30,39%
http://investasi.kontan.co.id/v2/read/1310525220/72726/Beberapa-saat-setelah-listing-saham-STAR-melejit-3039

Fed Officials Divided on Further Stimulus
http://www.bloomberg.com/news/2011-07-12/fed-officials-divided-on-further-stimulus-if-u-s-economy-remains-weak.html

*DJ Bank Tabungan Pensiunan Nasional Started At Overweight By JPM
*DJ Bank Tabungan Pensiunan Nasional Target Set At IDR4,200 -JPM
*DJ Bank Tabungan Pensiunan Nasional Started At Overweight By JPM

*DJ Timah 1H Average Tin Price $25,000/Ton –CEO
*DJ Timah Average Tin Price $19,000/Ton In 1H 2010 -CEO
*DJ Timah 1H Tin Sales Around 18,000 Tons -CEO

DJ Indonesia May Use New Formula To Price Crude Oil Starting September -Official

Bloomberg: Palm Oil Gains as Much as 1.1% to 3,067 Ringgit a Metric Ton

BLOOMBERG: *BAKRIE SUMATERA UNIT SIGNS $210 MILLION DEBT RESTRUCTURING DEAL

Asian Stocks Rise as Slower China Growth Eases Inflation Concern

DBS Coverage:
ASII TP 65,000 B
DILD TP 505 B
KLBF TP 3,800 H
ROTI TP 3,200 B
BBCA TP 7,100 H
BMRI TP 7,100 H
BDMN TP 5,500 FV
BBTN TP 2,500 B
BBRI TP 8,600 B
BBNI TP 5,000 B
AALI TP 28,100 B
SGRO TP 4,200 B
LSIP TP 2,625 H
ANTM TP 2,500 H
HRUM TP 11,300 B
INCO TP 5,000 H
TINS TP 2,700 H
PTBA TP 25,750 B
UNTR TP 25,700 B
ADRO TP 2,450 H
ITMG TP 57,300 B
PGAS TP 4,815 B
ISAT TP 6,200 B
TOWR TP 15,000 B
TBIG TP 2,700 B
EXCL TP 7,100 B
TLKM TP 7,700 H

Bloomberg: Alam Sutera Plans to Sell 1 Trillion Rupiah of Bonds, Daily Says

Bloomberg: Wijaya Karya Gets 5.8 Trillion Rupiah of Contracts, Daily Says

China Q2 GDP +9.5% On Year, +2.2% On Quarter

China June Industrial Output +15.1% On Year

China June Retail Sales +17.7% On Year

Indonesia Stocks Expected To Open Lower

http://news.ino.com/headlines/?newsid=71220111299

Inilah Menu Saham Pilihan Rabu (13/7)

http://pasarmodal.inilah.com/read/detail/1693612/inilah-menu-saham-pilihan-rabu-137

Belanja saham apa hari ini?

http://www.bisnis.com/market/saham/30930-belanja-saham-apa-hari-ini

Rekomendasi Saham

IHSG Masih Ikut Tren Melemah

http://finance.detik.com/read/2011/07/13/073739/1680124/6/ihsg-masih-ikut-tren-melemah

INILAH.COM, Jakarta - Saham PT Kalbe Farma Tbk (KLBF) berpeluang menuju level Rp5.000. Hal ini terkait khabar Perseroan yang akan menjual simpanan ke salah satu perusahaan obat AS. Dananya akan digunakan untuk mengakuisisi beberapa perusahaan farmasi di dalam dan luar negeri.Saat ini, Perseroan tengah menjajaki satu perusahaan farmasi di Asia Tenggara.

Star Petrochem akan Listing Perdana Pagi Ini

http://pasarmodal.inilah.com/read/detail/1693492/star-petrochem-akan-listing-perdana-pagi-ini

Juni, Biaya Eksplorasi BUMI Capai US$770.824

http://pasarmodal.inilah.com/read/detail/1693632/juni-biaya-eksplorasi-bumi-capai-us770824

KLBV Jual 99% Saham PMA

http://pasarmodal.inilah.com/read/detail/1693652/klbv-jual-99-saham-pma

Jelang Data China, Bursa Australia Menguat

http://pasarmodal.inilah.com/read/detail/1694062/jelang-data-china-bursa-australia-menguat

Saham MEDC Menarik, Tapi Waspada!

http://pasarmodal.inilah.com/read/detail/1693942/saham-medc-menarik-tapi-waspada

Koperasi Warga Semen Gresik Ingin IPO

http://pasarmodal.inilah.com/read/detail/1693432/koperasi-warga-semen-gresik-ingin-ipo

UNTR mengeduk lebih banyak laba dari batubara

http://investasi.kontan.co.id/v2/read/1310516400/72702/UNTR-mengeduk-lebih-banyak-laba-dari-batubara

ALDO berniat merambah pasar Vietnam serta Australia

http://investasi.kontan.co.id/v2/read/1310518200/72709/ALDO-berniat-merambah-pasar-Vietnam-serta-Australia

SDMU kejar 4 kontrak

http://investasi.kontan.co.id/v2/read/1310515800/72701/SDMU-kejar-4-kontrak

KBLV jual seluruh sahamnya di Ayunda Prima Mitra

http://investasi.kontan.co.id/v2/read/1310482957/72694/KBLV-jual-seluruh-sahamnya-di-Ayunda-Prima-Mitra

Anak usaha UNSP rampungkan restrukturisasi utang senilai US$ 210 juta

http://investasi.kontan.co.id/v2/read/1310473977/72684/Anak-usaha-UNSP-rampungkan-restrukturisasi-utang-senilai-US-210-juta

The Dividend Yield: Is Income Investing Superior To Growth Investing?

In Brief

Dividend investing is a strategy that focuses on generating gains from dividend income, rather than capital growth. Historically, dividend payouts were a primary motivation for investors (Wharton School of Business professor Jeremy Siegel has pointed out that over 90% of the gain of the Dow since 1900 has been from reinvested dividends), but this mode of investing largely fell out of favour during the 1982-1999 bull market, as company valuations rose dramatically for such a sustained period.

Read More: http://www.dailymarkets.com/stock/2011/07/10/the-dividend-yield-is-income-investing-superior-to-growth-investing/

Remainder: 3 Hari Terakhir Untuk Pendaftaran Workshop Level Basic - Intermediate: "9 Methods of Simple & Powerful T.A"

Don't Tell Me I Haven't Warned You Before...IHSG is gonna follow DJIA's Correction further??? 2nd liners gonna Rally ahead of Full Moon.

The 1st Technical Analysis IPO PTIS/ ALDO/ SDMU (The 21 's IPO T.A)

Moon Cycle: Kurang baik untuk trading & dalam proses mendekati akumulasi

Solar 24:

Solar Update: The sun consists of several small to fair sized sunspot regions, the largest of which are Sunspots 1247, 1250 and a new alpha spot that rotated onto the eastern limb. This spot was numbered 1251 on Monday. There is a chance for C-Class flares.

IPO PT Alkindo Naratama Tbk (ALDO) Rp 225

IPO PT Sidomulyo Selaras Tbk (SDMU) Rp 950

IPO PT Indo Strait Tbk (PTIS) 225

Tiga Emiten Baru akan Listing Perdana Pagi Ini

http://pasarmodal.inilah.com/read/detail/1689842/tiga-emiten-baru-akan-listing-perdana-pagi-ini

IPO SDMU: Sell on rally

Resist : 974 (Buy breakout)/1026/1055 (Sell)/1076/1106/1132 (Sell)
Support: 912/875 (Buy)/830/805 (Buy)/786 (Sell breakout)

IPO ALDO: Sell on Rally

Resist : 241/255 (Buy breakout)/274/297 (Sell)/320/351/375
Support: 213/200 (Buy)/189/178 (Buy)/170 (Sell breakout)
 

IPO PTIS: Sell on rally

Resist : 241/255 (Buy breakout)/274/297 (Sell)/320/351/375
Support: 213/200 (Buy)/189/178 (Buy)/170 (Sell breakout)

Laporan & Rumor Saham Indonesia 12-07 (Refresh)

2nd session on JCI 12.07.11
@ 3,938.015 (-57.572pts) (-1.441%)
H: 3,995.220 ; L: 3,926.827
Value: 4.77 T (NG 842 B )
Volume: 134 M (NG 1.12 B )
Foreign Nett Sell: 231 B

5 most active stocks by value:
BUMI @ 2,925 (-2.50%)
PGAS @ 3,900 (-1.89%)
ITMG @ 47,450 (-0.63%)
BMRI @ 7,550 (-1.95%)
ASII @ 67,050 (-1.40%)

5 most active stocks by volume:
ENRG @ 200 (+1.52%)
BNBR @ 66 (-1.49%)
DEWA @ 103 (-1.90%)
BKSL @ 131 (+2.34%)
GDST @ 161 (+1.26%)

5 most up:
GSMF @ 99 (+23.75%)
LMPI@ 300 (+15.38%)
CLPI @ 2,275 (+7.06%)
MLIA @ 490 (+6.52%)
NIPS @ 3,300 (+6.45%)

5 most down:
PTSP @ 540 (-16.92%)
LCGP @ 64 (-15.79%)
MTFN @ 220 (-8.33%)
TRIM @ 95 (-6.86%)
ARTI @ 490 (-5.77%)

5 Leading Movers:
GGRM @ 50,000 (+0.78%)
AUTO @ 4,150 (+0.33%)
AKRA @ 2,300 (+0.33%)
ULTJ @ 1,450 (+0.23%)
BSDE @ 890 (+0.20%)

5 Lagging Movers:
ASII @ 67,050 (-4.49%)
BMRI @ 7,550 (-4.05%)
ADRO @ 2,475 (-3.74%)
UNTR @ 24,600 (-3.49%)
BBRI @ 6,750 (-2.85%)
Rgds, Nadya Isnaeni Data administrator Research Dept BNI Securities

Bloomberg: Indonesia Fails to Sell Sukuk in Debt Auction Today, Siamat Says

Bloomberg: Nasution Says BI Will ‘Work Hard’ to Prevent Excess Liquidity

Krisis Utang Eropa Berpotensi Menular, IHSG Jatuh 57 Poin
http://finance.detik.com/read/2011/07/12/161142/1679800/6/krisis-utang-eropa-berpotensi-menular-ihsg-jatuh-57-poin

Regional Terpuruk, IHSG Ditutup Anjlok 1,54%. Net foreign sell Rp231,17 miliar
http://pasarmodal.inilah.com/read/detail/1692542/regional-terpuruk-ihsg-ditutup-anjlok-154

Investasi Asing ke RI Bakal Tembus US$ 16,7 Miliar di 2011 
http://finance.detik.com/read/2011/07/12/151821/1679739/4/investasi-asing-ke-ri-bakal-tembus-us--167-miliar-di-2011

Produksi CPO AALI Sem I-2011 Naik 26,2% YoY'
http://pasarmodal.inilah.com/read/detail/1692482/produksi-cpo-aali-sem-i-2011-naik-262-yoy

Krakatau Steel Cairkan Utang US$ 420 Juta di Oktober
http://finance.detik.com/read/2011/07/12/143519/1679700/6/krakatau-steel-cairkan-utang-us--420-juta-di-oktober

BI Rate Ditahan Lagi 6,75% 
http://finance.detik.com/read/2011/07/12/142032/1679682/5/bi-rate-ditahan-lagi-675

DSSA Mulai Eksplorasi Tambang Batubara di Jambi
http://pasarmodal.inilah.com/read/detail/1692092/dssa-mulai-eksplorasi-tambang-batubara-di-jambi

INCO terseret ke posisi terendah 10 bulan karena harga nikel anjlok
http://investasi.kontan.co.id/v2/read/1310461459/72662/INCO-terseret-ke-posisi-terendah-10-bulan-karena-harga-nikel-anjlok

Sinarmas Sekuritas tangani right issue perusahaan tambang senilai Rp 1 triliun
http://investasi.kontan.co.id/v2/read/1310462141/72664/Sinarmas-Sekuritas-tangani-right-issue-perusahaan-tambang-senilai-Rp-1-triliun

Markets Fear Fresh Banking Crisis: Analyst
http://www.cnbc.com/id/43722148

Banks Look Like Tech Stocks Before Bust: Fund Manager
http://www.cnbc.com/id/43721529

Agenda 12 Juli Pengumuman BI Rate, Listing Indo Straits (800-950), Cum dev indy 26

European Stocks Open Sharply Lower on Debt Crisis Worries; UniCredit Suspended Limit Down

*DJ Bank Indonesia Keeps Benchmark Rate At 6.75%
*DJ Bank Indonesia: Rupiah Appreciation Hasn't Hurt Exports
*DJ Bank Indonesia: 2011 GDP Likely To Grow 6.3%-6.8%
*DJ Bank Indonesia: 3Q GDP Likely +6.6% On Year
*DJ Bank Indonesia: 2011 GDP Likely To Grow 6.3%-6.8%
*DJ Bank Indonesia: 3Q GDP Likely +6.6% On Year

Six Spain Banks Failed Stress Tests: Report

Europe Stocks Seen Sharply Lower on Debt Fears

http://www.cnbc.com/id/43721043

Bloomberg: Moody’s Investors Service cited five Chinese companies as having more “red flags” on corporate governance than others it examined, sending shares of West China Cement Ltd. (2233) to a record decline.

UBS Upgrade saham2 sektor batubara : ITMG menjadi BUY dgn TP.55.000; BUMI menjadi BUY dgn TP.3500; PTBA menjadi BUY dgn TP.25.000; ADRO menjadi BUY dgn TP. 3000. 

BLOOMBERG: *FITCH WITHDRAWS 8 INDO BANKS SUPPORT RTGS-7 INDIVIDUAL RTGS

Indonesia Stocks: Energi Mega, International Nickel, Sidomulyo

http://www.bloomberg.com/news/2011-07-12/indonesia-stocks-alkindo-medco-energi-international-nickel.html

Asing Keluar, IHSG Sesi I Ditutup Turun 0,91%. Net foreign sell Rp30,49 miliar.

http://pasarmodal.inilah.com/read/detail/1691422/asing-keluar-ihsg-sesi-i-ditutup-turun-091

Turun 36 Poin, Koreksi IHSG Paling Tipis di Asia 

http://finance.detik.com/read/2011/07/12/120412/1679491/6/turun-36-poin-koreksi-ihsg-paling-tipis-di-asia

SDMU & ALDO Diminati Domestik, PTIS Diminati Asing

http://pasarmodal.inilah.com/read/detail/1691292/sdmu-aldo-diminati-domestik-ptis-diminati-asing

Sesi Dua, Ada Potensi Pada Saham Terkait BI Rate

http://pasarmodal.inilah.com/read/detail/1691412/sesi-dua-ada-potensi-pada-saham-terkait-bi-rate

Sidomuncul Perkirakan Laba Rp6,6 M di Sem I-2011

http://pasarmodal.inilah.com/read/detail/1691452/sidomuncul-perkirakan-laba-rp66-m-di-sem-i-2011

BEI Harap Dana Hasil IPO Capai Rp30 T di 2011

http://pasarmodal.inilah.com/read/detail/1691762/bei-harap-dana-hasil-ipo-capai-rp30-t-di-2011

Harga dan Aktivitas Naik, BEI Pantau Saham LCGP

http://pasarmodal.inilah.com/read/detail/1691782/harga-dan-aktivitas-naik-bei-pantau-saham-lcgp

Target harga saham naik, ENRG langsung melaju ke posisi tertinggi

http://investasi.kontan.co.id/v2/read/1310443686/72618/Target-harga-saham-naik-ENRG-langsung-melaju-ke-posisi-tertinggi

Antam Cari Tambang Emas di Sulawesi dan Papua 

http://finance.detik.com/read/2011/07/12/103718/1679379/6/antam-cari-tambang-emas-di-sulawesi-dan-papua

Cadangan Devisa China Melonjak Tembus Rp 28.777 Triliun! 

http://finance.detik.com/read/2011/07/12/110944/1679416/5/cadangan-devisa-china-melonjak-tembus-rp-28777-triliun

Alkindo, Bank Mandiri, Indo Straits: Indonesia Equity Preview

http://www.bloomberg.com/news/2011-07-12/alkindo-bank-mandiri-indo-straits-indonesia-equity-preview.html

Bapepam Keluarkan Izin Usaha BNI Asset Management

http://pasarmodal.inilah.com/read/detail/1691022/bapepam-keluarkan-izin-usaha-bni-asset-management

Inilah.com. Listing Perdana, Saham ALDO Dibuka Naik 11,11%

Pada listing perdananya Selasa (12/7), saham PT Alkindo Naratama Tbk (ALDO) dibuka naik 11,11% ke level Rp250.

Inilah.com. Listing Perdana, Saham SDMU Dibuka Naik 6,67%

Pada listing perdananya Selasa (12/7), saham PT Sidomulyo Selaras Tb (SDMU) dibuka naik 6,67% ke level Rp240.

Inilah.com. Listing Perdana, Saham PTIS Dibuka Naik 5,26%

Pada listing perdananya Selasa (12/7), saham PT Indo Straits Tbk (PTIS) dibuka hanya naik 5,26% ke level Rp1.000.

Credit Suisse, HSBC, Manulife yakin rupiah akan memimpin mata uang regional

http://investasi.kontan.co.id/v2/read/1310435929/72601/Credit-Suisse-HSBC-Manulife-yakin-rupiah-akan-memimpin-mata-uang-regional

REMINDER:::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.

Malaysia's Guthrie renews talks on buying a stake in TBLA; Offered price is at IDR820 (disc on)

UBS: Upgrade BUMI from SELL to BUY , TP upgrade to 3500 from 2800

BLOOMBERG: *PALM OIL FALLS AS MUCH AS 1% TO 3,041 RINGGIT A METRIC TON

Bloomberg: Telkom to Intensify Talks to Buy Indosat’s StarOne, Bisnis Says

Bloomberg: Federal International Obtains $250 Million Loan, Daily Reports

Bloomberg: Indonesia Cement Volume Hit June Record, Buy Indocement: Citi

3 Emiten Baru Sambangi BEI

http://economy.okezone.com/read/2011/07/12/278/478697/3-emiten-baru-sambangi-bei

Saat Tepat Masuk ASII di Level Rp63.300-64.800

http://pasarmodal.inilah.com/read/detail/1675562/saat-tepat-masuk-asii-di-level-rp63300-64800

Krisis Utang Eropa Kembali Menghantui, IHSG Ambles 26 Poin 

http://finance.detik.com/read/2011/07/12/093621/1679319/6/krisis-utang-eropa-kembali-menghantui-ihsg-ambles-26-poin

BI Diproyeksikan Bakal Tahan BI Rate

http://economy.okezone.com/read/2011/07/12/20/478700/bi-diproyeksikan-bakal-tahan-bi-rate

Saham BUMI Jadi Perburuan Pasar

http://pasarmodal.inilah.com/read/detail/1690732/saham-bumi-jadi-perburuan-pasar

Sinergi dengan Telkom, Hold Saham ISAT

http://pasarmodal.inilah.com/read/detail/1690722/sinergi-dengan-telkom-hold-saham-isat

Rekomendasi Saham

IHSG Siap-siap Ikut Koreksi Global

http://finance.detik.com/read/2011/07/12/073956/1679260/6/ihsg-siap-siap-ikut-koreksi-global

*DJ Sinar Mas Delays Coal Unit IPO To Later This Year Or Early Next Year -Offic

*DJ Sinar Mas Delays Deadline For Bids For Coal Unit To August From June -Execu

BORN Akan Pasok Batubara Ke KRAS.

Dikabarkan PT Borneo Lumbung Energi & Metal Tbk menjadi pemasok batubara untuk

pabrik blast furnace milik PT Krakatau Steel Tbk, namun kesepakatan penjualan secara lisan dikarenakan KRAS baru memulai pembangunan pabrik yang rencananya selesai pada tahun 2014 mendatang. (Sumber: Kontan)

JSMR Bukukan Laba Bersih Naik 27,50% .

Dikabarkan PT Jasa Marga Tbk berhasil mencetak kenaikan laba bersih sebesar 27,50%

menjadi Rp371,80 Miliar. Kenaikan laba bersih ditopang dari tumbuhnya pendapatan

sepanjang K1‐2011 naik sebesar 13,80% menjadi Rp1,15 triliun dibandingkan periode yang sama tahun lalu. (Sumber: Investor Daily)

WIKA Bagi Dividen 35% dari Laba Bersih

http://pasarmodal.inilah.com/read/detail/1506292/wika-bagi-dividen-35-dari-laba-bersih

Diburu Fund Manager, APLI Menuju Rp300 http://pasarmodal.inilah.com/read/detail/1587612/diburu-fund-manager-apli-menuju-rp300

Inilah Rekomendasi Saham Pilihan Selasa (12/7)

http://pasarmodal.inilah.com/read/detail/1689922/inilah-rekomendasi-saham-pilihan-selasa-127

3 Saham Resmi Masuk Efek Syariah

http://pasarmodal.inilah.com/read/detail/1666362/3-saham-resmi-masuk-efek-syariah

Rekor IHSG Harus Didukung Saham BUMI

http://pasarmodal.inilah.com/read/detail/1689892/rekor-ihsg-harus-didukung-saham-bumi

Trades of the Day...

Fundamentally:

 CIMB mempertahankan rating NEUTRAL untuk sector semen dengan top pick pada INTP dengan target harga Rp19300, sementara target harga untuk SMGR dan SMCB, masing-masing Rp10k dan Rp2400. INTP & SMGR memiliki cost/ton yang terendah sementara SMCB memiliki cost structure yang tinggi. INTP mulai mengincar penjualan diluar Jawa dengan pabrik di Kalimantan. Banyak pemain semen regional yang mulai masuk ke Indonesia yang sebenarnya menguntungkan konsumen, dengan menurunkan ASP dalam 12-24 bulan kedepan.

Cement [ PDF ]

 New players on the stage - by Lydia Toisuta

 Emerging Asia 's cement producers are making their way to Indonesia . While this is not surprising given Indonesia's size and strong growth potential, the influx of investments could alter the industry outlook in a few ways: 1) the market shares of the top three cement makers could be challenged; 2) there could be more bulk, fewer brand-based bags sold; 3) ASPs could succumb to pressure, conceivably over the next 12-24 months. Consequently, margins and profitability would be affected. While we had turned neutral 10 months ago on fears of peaking margins (partially offset by robust demand), downside is emerging from heightened competition. We believe the ones to withstand the heat would be producers with superior cost structures. We realign our picks and now opt for Indocement over Holcim or Semen Gresik. No change to our earnings estimates or stock ratings. (CIMB-selengkapnya email)