Wednesday, January 4, 2012

Laporan & Rumor Saham Indonesia 04-01 (Refresh)

2nd SESSION JCI on 04.01.12
@3907.42 (+49.53 pts) (+1.284 %) (H:3921.16 ; L:3858.06 )
Value: 4.806 T (NG 778 B )    
Volume: 5.378 B. (NG 1.468 B  )
Foreign Nett Buy : 799 B 
Incl. Crossing:
BHIT @ 280 ~ 308 B (F vs F)       
USD/IDR: 9120 (On Shore) ; 
                    9145 (Off Shore)


JCI for tomorrow:
Support:      3875 ; 3858
Resistance: 3930 ; 3960


6 MARKET DRIVEN BY SECTOR
MANUFACTUR ( +2.10%) (1.132 T )
MINING. ( +0.95%) (963.509 B )
FINANCE ( +0.52%) (952.325 B )
TRADE. ( +1.09%) (678.960 B )
INFRASTRUC ( 1.41%) (508.185 B )
PROPERTY ( +1.06%) (461.356 B )


6 NETT BUY STOCKs BY FOREIGNers
BUMI. @ 2316. (138.07 B )
BMRI. @ 6843 (132.35 B )
INTP. @ 18050 (89.72 B )
ASII. @ 77290 (59.69 B )
UNTR @ 27315. (46.56 B )
BBNI. @ 3921. (33.31 B )


6 NETT SELL STOCKs BY FOREIGNers
BBCA. @ 8093 (23.81 B )
MDLN. @ 250. (11.60 B )
SMGR @ 11185 (9.84 B )
CPIN. @ 2205 (8.63 B )
TINS. @ 1709 (7.48 B )
TLKM @ 7078 (6.85 B )


8 MOST ACTIVE STOCKs BY VALUE
BMRI. @ 6850 (+0.73%)
BUMI. @ 2325 (+2.19%)
BBRI. @ 6950 (+0.72%)
ASII. @ 77150(+2.86%)
BBCA. @ 8100. (0.00%)
INTP. @ 18050(+3.43%)
INDF. @ 4825 (+2.11%)
ADRO @ 1830. (+1.10%)


8 MOST ACTIVE STOCKs BY VOLUME
ENRG. @ 194 (488.239 M)
ELTY. @ 133. (468.760 M)
DEWA. @ 84. (241.637 M)
ASRI. @ 480 (210.968 M)
ENRG-W@ 55. (166.623 M)
BNBR. @ 52. (158.905 M)
PYFA. @ 199 (144.724 M)
VIVA-W @ 198 (111.006 M)
Bloomberg: Bank Danamon Indonesia Raised to 'Buy' at DBS Vickers

Wijaya Expects 2012 Profit to Rise 23% on Government Projects

AKR to Invest $100 Million to Expand Fuel Distribution Business

Indonesia’s November Coal Exports Rise 6.1% to 29.6 Million Tons

Indonesia 2012 Palm Oil Output, Exports May Rise, Gapki Says

Suzuki to Spend $780 Million to Increase Capacity in Indonesia

Holcim Indonesia Raised to 'Buy' at UOB Kay Hian

United Tractors Advances to Five-Month High After Sales Report

Wijaya Karya Gains to Two-Week High After Profit Growth Report
 
Dana Asing Masuk Rp 798 Miliar, IHSG Menanjak 49 Poin 
http://finance.detik.com/read/2012/01/04/160814/1806724/6/dana-asing-masuk-rp-798-miliar-ihsg-menanjak-49-poin

IHSG Diperkirakan Tembus 4.500 di Akhir 2012 
http://finance.detik.com/read/2012/01/04/135229/1806516/6/ihsg-diperkirakan-tembus-4500-di-akhir-2012

IHSG Menguat 1,2% ke 3.907,42
http://pasarmodal.inilah.com/read/detail/1815105/ihsg-menguat-12-ke-390742

Saham Grup Astra Dongkrak IHSG
http://pasarmodal.inilah.com/read/detail/1815119/saham-grup-astra-dongkrak-ihsg

PYFA Jadi Saham Teraktif Rabu (4/1)
http://pasarmodal.inilah.com/read/detail/1815113/pyfa-jadi-saham-teraktif-rabu-41

BBNI Salurkan Kredit hingga Rp5 T di 2011
http://pasarmodal.inilah.com/read/detail/1815136/bbni-salurkan-kredit-hingga-rp5-t-di-2011

Asing Terbanyak Jual Saham MDLN, Rabu (4/1)
http://pasarmodal.inilah.com/read/detail/1815144/asing-terbanyak-jual-saham-mdln-rabu-41

SMAR Sewakan Aset Pabrik ke Ivo Mas Tunggal
http://pasarmodal.inilah.com/read/detail/1815037/smar-sewakan-aset-pabrik-ke-ivo-mas-tunggal

BMRI 'Guyurkan' Rp9,2 T untuk Industri Pupuk
http://pasarmodal.inilah.com/read/detail/1815074/bmri-guyurkan-rp92-t-untuk-industri-pupuk

Konversi Utang JBIC, Pupuk Kujang Gaet 4 Bank
http://pasarmodal.inilah.com/read/detail/1815062/konversi-utang-jbic-pupuk-kujang-gaet-4-bank

Komitmen Kredit BRI ke Pupuk Kujang Rp1 T
http://pasarmodal.inilah.com/read/detail/1815056/komitmen-kredit-bri-ke-pupuk-kujang-rp1-t

Profit taking, CPO tumbang untuk pertama kali dalam tiga hari
http://investasi.kontan.co.id/v2/read/1325659168/86735/Profit-taking-CPO-tumbang-untuk-pertama-kali-dalam-tiga-hari-

Harga emas turun setelah reli empat hari
http://investasi.kontan.co.id/v2/read/1325657202/86731/Harga-emas-turun-setelah-reli-empat-hari-

Likuiditas rupiah membanjir, volume transaksi obligasi melonjak 75,3%
http://investasi.kontan.co.id/v2/read/1325655267/86729/Likuiditas-rupiah-membanjir-volume-transaksi-obligasi-melonjak-753-

WIKA Beton Batal IPO Tahun Ini
http://pasarmodal.inilah.com/read/detail/1814956/wika-beton-batal-ipo-tahun-ini

Dilirik Investor Dubai, ADHI Bakal Naik ke Rp800
http://pasarmodal.inilah.com/read/detail/1814955/dilirik-investor-dubai-adhi-bakal-naik-ke-rp800

IHSG Dibuka Naik 0,45%
http://pasarmodal.inilah.com/read/detail/1814950/ihsg-dibuka-naik-045

IHSG ke 4000, Pilih Saham Bank, Astra & Batu Bara
http://pasarmodal.inilah.com/read/detail/1814782/ihsg-ke-4000-pilih-saham-bank-astra-batu-bara

From CLSA::: Dee has 4200 JCI Index target for this year, suggesting 10% upside. Going into 2012, we have Overweight recommendations on banks, consumer, infrastructure, and media, while we are Underweight CPO and coal. Cement and property (we are in the middle of a property boom here and property stocks have not reflected this), and the high beta construction plays (WIKA, PTPP, ADHI, and JKON) are also set to benefit from Land Bill and investment cycle. We also like the industrial estate plays (SSIA and LPCK) for the investment cycle/FDI play. Please see Dee’s report attached for more.

CLSA::: Most awesome stock call of the year: Um I am cheating but we have had a few: ASTRA/MAPI/ACES/MEDIA/PGAS ..

Upgrade to Buy on valuations; TP unchanged at Rp5,000. BDMN is currently trading at 1.4x FY12 BV, the lower end of sector average of 2.2x BV (ex-BBCA). BDMN has underperformed its peers in the last three months. In the near term, BDMN should benefit from BI’s 75bps rate cut, and may be re-rated if it successfully builds up its deposit franchise, which it its main objective from now on. We upgrade BDMN to Buy, but are retaining our Rp5,000 target price that is based on the Gordon Growth Model and equivalent to 1.7x FY12 BV. From DBS Vicker - 

BLOOMBERG: AKR Sets Aside $100 Million for Coal Mine Acquisitions: Kontan

Suzuki Rises Most in Four Months After Indonesia Plant Report. *SUZUKI TO INVEST 30B YEN IN NEW INDONESIA FACTORY, NIKKEI SAYS

OPEC December Crude Output Up 162,000 Bbl/Day to 30.667 Mln

Rubber Futures Advance as Much as 2.8% in Tokyo

FX: BarCap Recommends Underweight Currencies Sensitive to Europe

United Tractors’ Heavy Equipment Sales May Rise 10%: Kontan

Trikomsel Plans to Buy Phone Retailer Cipta Multi, Kontan Says

Wijaya Karya Expects 2012 Net Income to Rise 23%, Bisnis Says



Inilah Saham Pilihan Rabu (4/1)
http://pasarmodal.inilah.com/read/detail/1814779/inilah-saham-pilihan-rabu-41

Rekomendasi Saham
IHSG Tertular Gairah Bursa Global
http://finance.detik.com/read/2012/01/04/075518/1806056/6/ihsg-tertular-gairah-bursa-global

IHSG 2012 Capai 4.400 atau Anjlok ke 2.275?
http://pasarmodal.inilah.com/read/detail/1814757/ihsg-2012-capai-4400-atau-anjlok-ke-2275

Data Positif, Wall Street Menguat
http://pasarmodal.inilah.com/read/detail/1814920/data-positif-wall-street-menguat

Garuda Sebabkan IPO 2012 Tak Lagi Menarik?
http://pasarmodal.inilah.com/read/detail/1814606/garuda-sebabkan-ipo-2012-tak-lagi-menarik

Tren Minyak 2012 Naik, Saham CPO Terdongkrak
http://pasarmodal.inilah.com/read/detail/1814767/tren-minyak-2012-naik-saham-cpo-terdongkrak

Siap-siap Berburu Saham Tambang
http://pasarmodal.inilah.com/read/detail/1814775/siap-siap-berburu-saham-tambang

UNTR incar penjualan naik 10%
http://investasi.kontan.co.id/v2/read/1325640195/86689/UNTR-incar-penjualan-naik-10-

Tarif tol naik, pendapatan JSMR melaju kencang
http://investasi.kontan.co.id/v2/read/1325636430/86682/Tarif-tol-naik-pendapatan-JSMR-melaju-kencang-

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