2nd session JCI on 05.01.12
3906.26(-1.15pts)(-0.03%)
(H: 3924.05 ; L: 3893.19 )
Value: 3.672T (NG 457.517 B )
Volume: 3.858 B (NG 403.912 M )
Foreign Nett Buy: 566.54 B
Incl. Crossing:
ABMM @3750~ 194 B ( D vs D )
USD/IDR : 9140. (On Shore)
9162.5 (Off Shore)
JCI for tomorrow:
Support: 3875; 3858
Resistance: 3929; 3950
6 MARKET DRIVEN BY SECTOR
MANUFACTUR(+0.67%)(904.090 B )
MINING. (-0.38%)(758.875 B )
FINANCE. (-0.58%)(642.314 B )
TRADE. (-0.05%)(485.465 B )
INFRASTRUC. (-0.21%)(399.120 B )
PROPERTY. (-0.08%)(397.134 B )
6 NETT BUY STOCKs BY FOREIGNers
BBRI. @6921. (81.32 B )
ITMG. @40122 (63.45 B )
INTP. @18461. (62.78 B )
BUMI. @2355. (44.92 B )
SMGR @11440 (43.73 B )
BMRI. @6784. (34.29 B )
6 NETT SELL STOCKs BY FOREIGNers
BBNI. @3862. (37.12 B )
TLKM. @7082. (17.52 B )
GGRM. @62619 (16.32 B )
KIJA. @199. (6.56 B )
TINS. @1694. (3.22 B )
CPIN. @2211. (2.98 B )
8 MOST ACTIVE STOCKs BY VALUE
BUMI. @2350. (+1.075%)
BBRI. @6950. (0.00%)
ASII. @77450(+0.38%)
BMRI. @6750. (-1.46%)
INTP. @18400 (+1.93%)
SMGR. @11350. (+2.25%)
ITMG. @39850 (-1.36%)
ADRO. @1790. (-2.18%)
8 MOST ACTIVE STOCKs BY VOLUME
ENRG. @193. (386.556 M )
INPC. @124. (373.686 M )
BIPI-W @70. (267.325 M )
ELTY. @131. (239.414 M )
DEWA. @85. (213.226 M )
KIJA. @197. (175.037 M )
ASRI. @485. (174.111 M )
BNBR. @52. (117.906 M )
Fr CLSA - KZ Research Today: Coal sector update, top picks ITMG, PTBA and INDY. Downgrade ADRO to UPF by Jayden Vantarakis
Bloomberg: Indonesia Mindful of Inflation, Has Room to Cut, Sarwono Says. *SARWONO SAYS POSSIBILITY FUEL SUBSIDIES WILL BE CUT IN APRIL*SARWONO: BANK INDONESIA 2012 INFLATION TARGET LIKELY TO BE MET *SARWONO: RUPIAH GAINS HELPING TO REDUCE IMPORTED INFLATION
*MARTOWARDOJO: ASIA FACES RISK OF DECLINING EXPORTS, INVESTMENT *MARTOWARDOJO: INDONESIA'S 2011 ECONOMY PROBABLY GREW 6.5% *Martowardojo Says Global Economic Expected to Slow This Year
Indocement Rises to 15-Month High After Report on Cement Plants
Bumi Gains to Eight Week High After Report on Unit Stake Sale
AKR Gains to Record After Plan to Expand Fuel Distribution
*JPMORGAN'S LEWIS FAVORS BRAZIL, CHINA, INDIA, INDONESIA STOCKS *JPMORGAN'S LEWIS SEES FURTHER VOLATILITY IN EUROPE EQUITIES
Rupiah Drops as Europe Woes Sap Emerging-Market Assets Demand
Palm Oil Falls as Much as 0.3% to 3,216 Ringgit a Metric Ton
IHSG Dibuka Naik ke Level 3.923.89
http://pasarmodal.inilah.com/read/detail/1815377/ihsg-dibuka-naik-ke-level-390969
Rencana Lelang Obligasi Perancis Tekan Bursa Asia
http://pasarmodal.inilah.com/read/detail/1815399/rencana-lelang-obligasi-perancis-tekan-bursa-asia
Siasati Aksi Profit Taking
http://pasarmodal.inilah.com/read/detail/1815216/siasati-aksi-profit-taking
WEHA Dapat Pinjaman Rp50M dari Bank Victoria
http://pasarmodal.inilah.com/read/detail/1815363/weha-dapat-pinjaman-rp50m-dari-bank-victoria
Minyak Meroket, Fokus Saham Tambang & CPO!
http://pasarmodal.inilah.com/read/detail/1815231/minyak-meroket-fokus-saham-tambang-cpo
Cermati saham MICE
http://pasarmodal.inilah.com/read/detail/1815359/cermati-saham-mice
Cermati Saham DEWA
http://pasarmodal.inilah.com/read/detail/1815358/cermati-saham-dewa
Saham APAC Masuk UMA
http://pasarmodal.inilah.com/read/detail/1815357/saham-apac-masuk-uma
JPMorgan merekomendasikan bursa China, India, dan Indonesia
http://investasi.kontan.co.id/v2/read/1325732001/86820/JPMorgan-merekomendasikan-bursa-China-India-dan-Indonesia-
SMDR tambah empat kapal kontainer
http://investasi.kontan.co.id/v2/read/1325727921/86811/SMDR-tambah-empat-kapal-kontainer-
9:22 AM 1/5 Jasa Marga [ PDF ] Time for hustling JSMR IJ / JSMR.JK | OUTPERFORM - Maintained | Share Price Rp4375 - Tgt. Rp5500 Toll Roads | - by Lydia TOISUTA The main operator of toll roads will be using the momentum of the new land law to reignite construction in seven areas in 2012, which could serve as stock catalysts. Jasa Marga has once again entered the construction phase, potentially handling seven projects in one go. 2012 earnings could be lifted by tariff hikes in Oct 11 and the full operation of new roads. We reduce FY13 earnings on lower net interest while maintaining our DCF TP (WACC 10%).
9:44 AM 1/5 Top pick: BBRI; switch to BMRI from BBCA. BBRI remains our top pick for its strong franchise in core micro lending. Overcoming asset quality issues at the beginning of the year is an indication of its ability to weather hard times. While both remain Buys, we advocate a switch from BBCA to BMRI. Comparatively, BMRI is now trading at palatable 2.1x FY12 BV , and pressure from government recap bonds should start to subside. (DBS Vickers)
Perusahaan Gas Negara: Buy; Rp3,200; Price Target : Rp4,150; PGAS IJ BP Migas continue to pressure on gas prices re-negotiation BP Migas continue pressure PGAS to renegotiate gas prices with their upstream suppliers (KKKS) to be in line with the current economic value. According to Rudi Rubiandini Director of operation control, the analysis of BP Migas indicates the current economic value at US$6 per mmbtu for pipe gas and US$11 per mmbtu for LNG. The purchase price for a number of PGN gas from KKKS are currently still below US$ 6 per mmbtu and a few are left for renegotiations. BP Migas believes that increase in average gas prices to US$ 8.04 per mmbtu will raise contribution to government income from US$ 28.7bn to US$ 29.5bn. (DBS Vickers)
UNTR: Enter 2012. Sarina raises her sales target to 9,900 heavy equipment units for 2012, raises PAMA coal production and OB removal and also applies a IDR of 9,200 IDR/USD (from 8,300 previously) >>> KZ
*Bank Indonesia Deputy Gov: Aim To Maintain Inflation Within 3.5%-5.5% Band In 2012 *Bank Indonesia Deputy Gov: To Implement Countercyclical Policy To Mitigate Economic Slowdown *Bank Indonesia Deputy Gov: Committed To Containing Inflationary Pressures *Bank Indonesia Deputy Gov: To Enhance Financial Market Resilience In Face Of Capital Reversals *Bank Indonesia Deputy Gov: Remain Vigilant Of Global Economic Uncertainty *Bank Indonesia Deputy Gov: Ready To Provide Liquidity In FX Markets
Bloomberg: Borneo Lumbung Considers Buying Stake in Bumi Minerals: Daily
Bank Negara Indonesia Rated New 'Outperform' at Keefe Bruyette
Bank Danamon Indonesia Raised to 'Buy' at DBS Vickers
TFG Radiant Plans to Double Stake in Ascent Solar to 41 Percent
Indonesia’s November Coal Exports Rise 6.1%, Trade Ministry Says
HSBC Cuts Asia ex-Japan 2012 Growth Forecast to 6.9% From 7.1%
Bukit Asam May Cut Share Buyback Amount on Price Gains: Kontan
Rubber Futures Decline 1.9% to 260.6 Yen/Kg in Tokyo
Perum Pegadaian Plans IPO in Second Half, Bisnis Indonesia Says
IMF’s Zhu Says Global Growth Prospects Are Dim as Risks Increase *EUROPE HAS 'A WAY OUT' OF CRISIS, ZHU SAYS
Land Bill Boosts Indonesia Debt Rating Outlook: Islamic Finance
Inilah Menu Saham Pilihan Kamis (5/1)
http://pasarmodal.inilah.com/read/detail/1815279/inilah-menu-saham-pilihan-kamis-51
Rekomendasi Saham
Ikuti Bursa Lain, IHSG Bakal Flat
http://finance.detik.com/read/2012/01/05/075145/1807035/6/ikuti-bursa-lain-ihsg-bakal-flat
Sebelum Tembus 4.000, IHSG Koreksi Dulu
http://pasarmodal.inilah.com/read/detail/1815245/sebelum-tembus-4000-ihsg-koreksi-dulu
Saatnya Lakukan 'Profit Taking'
http://pasarmodal.inilah.com/read/detail/1815197/saatnya-lakukan-profit-taking
Lelang Obligasi Perancis Jadi Fokus Pasar
http://pasarmodal.inilah.com/read/detail/1815193/lelang-obligasi-perancis-jadi-fokus-pasar
BBCA Negosiasi 15 Calon Debitur
http://pasarmodal.inilah.com/read/detail/1815173/bbca-negosiasi-15-calon-debitur
PT Adikarsa Sarana Jual Saham EMTK
http://pasarmodal.inilah.com/read/detail/1815256/pt-adikarsa-sarana-jual-saham-emtk
MNCN Jual Saham Hasil Buyback di Rp1.090
http://pasarmodal.inilah.com/read/detail/1815249/mncn-jual-saham-hasil-buyback-di-rp1090
INTP siap kucurkan US$ 250 juta di 2012
http://investasi.kontan.co.id/v2/read/1325724337/86804/INTP-siap-kucurkan-US-250-juta-di-2012-
Harga saham melambung, PTBA pesimistis buyback bisa mencapai 5%
http://investasi.kontan.co.id/v2/read/1325679357/86774/Harga-saham-melambung-PTBA-pesimistis-buyback-bisa-mencapai-5-
3906.26(-1.15pts)(-0.03%)
(H: 3924.05 ; L: 3893.19 )
Value: 3.672T (NG 457.517 B )
Volume: 3.858 B (NG 403.912 M )
Foreign Nett Buy: 566.54 B
Incl. Crossing:
ABMM @3750~ 194 B ( D vs D )
USD/IDR : 9140. (On Shore)
9162.5 (Off Shore)
JCI for tomorrow:
Support: 3875; 3858
Resistance: 3929; 3950
6 MARKET DRIVEN BY SECTOR
MANUFACTUR(+0.67%)(904.090 B )
MINING. (-0.38%)(758.875 B )
FINANCE. (-0.58%)(642.314 B )
TRADE. (-0.05%)(485.465 B )
INFRASTRUC. (-0.21%)(399.120 B )
PROPERTY. (-0.08%)(397.134 B )
6 NETT BUY STOCKs BY FOREIGNers
BBRI. @6921. (81.32 B )
ITMG. @40122 (63.45 B )
INTP. @18461. (62.78 B )
BUMI. @2355. (44.92 B )
SMGR @11440 (43.73 B )
BMRI. @6784. (34.29 B )
6 NETT SELL STOCKs BY FOREIGNers
BBNI. @3862. (37.12 B )
TLKM. @7082. (17.52 B )
GGRM. @62619 (16.32 B )
KIJA. @199. (6.56 B )
TINS. @1694. (3.22 B )
CPIN. @2211. (2.98 B )
8 MOST ACTIVE STOCKs BY VALUE
BUMI. @2350. (+1.075%)
BBRI. @6950. (0.00%)
ASII. @77450(+0.38%)
BMRI. @6750. (-1.46%)
INTP. @18400 (+1.93%)
SMGR. @11350. (+2.25%)
ITMG. @39850 (-1.36%)
ADRO. @1790. (-2.18%)
8 MOST ACTIVE STOCKs BY VOLUME
ENRG. @193. (386.556 M )
INPC. @124. (373.686 M )
BIPI-W @70. (267.325 M )
ELTY. @131. (239.414 M )
DEWA. @85. (213.226 M )
KIJA. @197. (175.037 M )
ASRI. @485. (174.111 M )
BNBR. @52. (117.906 M )
Fr CLSA - KZ Research Today: Coal sector update, top picks ITMG, PTBA and INDY. Downgrade ADRO to UPF by Jayden Vantarakis
Bloomberg: Indonesia Mindful of Inflation, Has Room to Cut, Sarwono Says. *SARWONO SAYS POSSIBILITY FUEL SUBSIDIES WILL BE CUT IN APRIL*SARWONO: BANK INDONESIA 2012 INFLATION TARGET LIKELY TO BE MET *SARWONO: RUPIAH GAINS HELPING TO REDUCE IMPORTED INFLATION
*MARTOWARDOJO: ASIA FACES RISK OF DECLINING EXPORTS, INVESTMENT *MARTOWARDOJO: INDONESIA'S 2011 ECONOMY PROBABLY GREW 6.5% *Martowardojo Says Global Economic Expected to Slow This Year
Indocement Rises to 15-Month High After Report on Cement Plants
Bumi Gains to Eight Week High After Report on Unit Stake Sale
AKR Gains to Record After Plan to Expand Fuel Distribution
*JPMORGAN'S LEWIS FAVORS BRAZIL, CHINA, INDIA, INDONESIA STOCKS *JPMORGAN'S LEWIS SEES FURTHER VOLATILITY IN EUROPE EQUITIES
Rupiah Drops as Europe Woes Sap Emerging-Market Assets Demand
Palm Oil Falls as Much as 0.3% to 3,216 Ringgit a Metric Ton
IHSG Dibuka Naik ke Level 3.923.89
http://pasarmodal.inilah.com/read/detail/1815377/ihsg-dibuka-naik-ke-level-390969
Rencana Lelang Obligasi Perancis Tekan Bursa Asia
http://pasarmodal.inilah.com/read/detail/1815399/rencana-lelang-obligasi-perancis-tekan-bursa-asia
Siasati Aksi Profit Taking
http://pasarmodal.inilah.com/read/detail/1815216/siasati-aksi-profit-taking
WEHA Dapat Pinjaman Rp50M dari Bank Victoria
http://pasarmodal.inilah.com/read/detail/1815363/weha-dapat-pinjaman-rp50m-dari-bank-victoria
Minyak Meroket, Fokus Saham Tambang & CPO!
http://pasarmodal.inilah.com/read/detail/1815231/minyak-meroket-fokus-saham-tambang-cpo
Cermati saham MICE
http://pasarmodal.inilah.com/read/detail/1815359/cermati-saham-mice
Cermati Saham DEWA
http://pasarmodal.inilah.com/read/detail/1815358/cermati-saham-dewa
Saham APAC Masuk UMA
http://pasarmodal.inilah.com/read/detail/1815357/saham-apac-masuk-uma
JPMorgan merekomendasikan bursa China, India, dan Indonesia
http://investasi.kontan.co.id/v2/read/1325732001/86820/JPMorgan-merekomendasikan-bursa-China-India-dan-Indonesia-
SMDR tambah empat kapal kontainer
http://investasi.kontan.co.id/v2/read/1325727921/86811/SMDR-tambah-empat-kapal-kontainer-
9:22 AM 1/5 Jasa Marga [ PDF ] Time for hustling JSMR IJ / JSMR.JK | OUTPERFORM - Maintained | Share Price Rp4375 - Tgt. Rp5500 Toll Roads | - by Lydia TOISUTA The main operator of toll roads will be using the momentum of the new land law to reignite construction in seven areas in 2012, which could serve as stock catalysts. Jasa Marga has once again entered the construction phase, potentially handling seven projects in one go. 2012 earnings could be lifted by tariff hikes in Oct 11 and the full operation of new roads. We reduce FY13 earnings on lower net interest while maintaining our DCF TP (WACC 10%).
9:44 AM 1/5 Top pick: BBRI; switch to BMRI from BBCA. BBRI remains our top pick for its strong franchise in core micro lending. Overcoming asset quality issues at the beginning of the year is an indication of its ability to weather hard times. While both remain Buys, we advocate a switch from BBCA to BMRI. Comparatively, BMRI is now trading at palatable 2.1x FY12 BV , and pressure from government recap bonds should start to subside. (DBS Vickers)
Perusahaan Gas Negara: Buy; Rp3,200; Price Target : Rp4,150; PGAS IJ BP Migas continue to pressure on gas prices re-negotiation BP Migas continue pressure PGAS to renegotiate gas prices with their upstream suppliers (KKKS) to be in line with the current economic value. According to Rudi Rubiandini Director of operation control, the analysis of BP Migas indicates the current economic value at US$6 per mmbtu for pipe gas and US$11 per mmbtu for LNG. The purchase price for a number of PGN gas from KKKS are currently still below US$ 6 per mmbtu and a few are left for renegotiations. BP Migas believes that increase in average gas prices to US$ 8.04 per mmbtu will raise contribution to government income from US$ 28.7bn to US$ 29.5bn. (DBS Vickers)
UNTR: Enter 2012. Sarina raises her sales target to 9,900 heavy equipment units for 2012, raises PAMA coal production and OB removal and also applies a IDR of 9,200 IDR/USD (from 8,300 previously) >>> KZ
*Bank Indonesia Deputy Gov: Aim To Maintain Inflation Within 3.5%-5.5% Band In 2012 *Bank Indonesia Deputy Gov: To Implement Countercyclical Policy To Mitigate Economic Slowdown *Bank Indonesia Deputy Gov: Committed To Containing Inflationary Pressures *Bank Indonesia Deputy Gov: To Enhance Financial Market Resilience In Face Of Capital Reversals *Bank Indonesia Deputy Gov: Remain Vigilant Of Global Economic Uncertainty *Bank Indonesia Deputy Gov: Ready To Provide Liquidity In FX Markets
Bloomberg: Borneo Lumbung Considers Buying Stake in Bumi Minerals: Daily
Bank Negara Indonesia Rated New 'Outperform' at Keefe Bruyette
Bank Danamon Indonesia Raised to 'Buy' at DBS Vickers
TFG Radiant Plans to Double Stake in Ascent Solar to 41 Percent
Indonesia’s November Coal Exports Rise 6.1%, Trade Ministry Says
HSBC Cuts Asia ex-Japan 2012 Growth Forecast to 6.9% From 7.1%
Bukit Asam May Cut Share Buyback Amount on Price Gains: Kontan
Rubber Futures Decline 1.9% to 260.6 Yen/Kg in Tokyo
Perum Pegadaian Plans IPO in Second Half, Bisnis Indonesia Says
IMF’s Zhu Says Global Growth Prospects Are Dim as Risks Increase *EUROPE HAS 'A WAY OUT' OF CRISIS, ZHU SAYS
Land Bill Boosts Indonesia Debt Rating Outlook: Islamic Finance
Inilah Menu Saham Pilihan Kamis (5/1)
http://pasarmodal.inilah.com/read/detail/1815279/inilah-menu-saham-pilihan-kamis-51
Rekomendasi Saham
Ikuti Bursa Lain, IHSG Bakal Flat
http://finance.detik.com/read/2012/01/05/075145/1807035/6/ikuti-bursa-lain-ihsg-bakal-flat
Sebelum Tembus 4.000, IHSG Koreksi Dulu
http://pasarmodal.inilah.com/read/detail/1815245/sebelum-tembus-4000-ihsg-koreksi-dulu
Saatnya Lakukan 'Profit Taking'
http://pasarmodal.inilah.com/read/detail/1815197/saatnya-lakukan-profit-taking
Lelang Obligasi Perancis Jadi Fokus Pasar
http://pasarmodal.inilah.com/read/detail/1815193/lelang-obligasi-perancis-jadi-fokus-pasar
BBCA Negosiasi 15 Calon Debitur
http://pasarmodal.inilah.com/read/detail/1815173/bbca-negosiasi-15-calon-debitur
PT Adikarsa Sarana Jual Saham EMTK
http://pasarmodal.inilah.com/read/detail/1815256/pt-adikarsa-sarana-jual-saham-emtk
MNCN Jual Saham Hasil Buyback di Rp1.090
http://pasarmodal.inilah.com/read/detail/1815249/mncn-jual-saham-hasil-buyback-di-rp1090
INTP siap kucurkan US$ 250 juta di 2012
http://investasi.kontan.co.id/v2/read/1325724337/86804/INTP-siap-kucurkan-US-250-juta-di-2012-
Harga saham melambung, PTBA pesimistis buyback bisa mencapai 5%
http://investasi.kontan.co.id/v2/read/1325679357/86774/Harga-saham-melambung-PTBA-pesimistis-buyback-bisa-mencapai-5-
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