Laporan & Rumor Saham Indonesia 12-01 (Refresh)

2nd SESSION JCI on 12.01.2011


@3909.49 (-0.14 pts) (-0.004 %) (H:3918.58 ; L:3890.92 )
Value: 4.402 T (NG 932 B )    
Volume: 6.156 B (NG 1.893 B  )
Foreign Nett Sell : 35 B*        
*Incl. Crossing:
TELE @ 310 ~ 153 B (D vs F)
BRPT @ 760 ~ 220 B ( F vs F)
USD/IDR: 9150 (On Shore) 
                    9177 (Off Shore)


JCI for tomorrow:
Support:      3886 ; 3851
Resistance: 3924 ; 3955


6 MARKET DRIVEN BY SECTOR
MANUFACTUR (-0.11%) (1.123 T)
FINANCE. (-0.12%) (1.037 T)
MINING. (-19%). (588.090 B )
TRADE. (-0.34%)(585.798 B )
INFRASTRUC(+0.52%) (464.732 B )
PROPERTY. (+0.12%). (408.053 B )


6 NETT BUY STOCKs BY FOREIGNers
SMGR @ 11545(76.84 B )
BMRI. @ 6789 (71.72 B )
BUMI. @ 2453 (54.64 B )
BBRI. @ 6896 (22.63 B )
AALI. @ 22142(22.35 B )
INTA. @ 734. (20.71 B )


6 NETT SELL STOCKs BY FOREIGNers
ASII. @ 75482(60.83 B )
GGRM@ 59643(42.82 B )
UNTR @ 27511 (31.30 B )
ASRI. @ 479. (27.04 B )
BBTN. @ 1220 (26.36 B )
BBNI. @ 3694 (24.01 B )


8 MOST ACTIVE STOCKs BY VALUE
BBRI. @ 6900 (-1.42%)
BMRI. @ 6800 (-0.73%)
ASII. @ 75450(-0.19%)
BBNI. @ 3700 (-0.67%)
SMGR @ 11500(+0.43%)
BUMI. @ 2475 (0.00%)
INTA. @ 800 (+25.00%)
BBCA. @ 8150 (+0.61%)


8 MOST ACTIVE STOCKs BY VOLUME
DEWA. @ 89. (314.7496 M)
PNLF. @ 119. (286.873 M)
APIC. @ 255(225.582 M)
ENRG. @ 198 (209.736 M)
ELTY. @ 138 (190.495 M)
ASRI. @ 480(174.432 M)
MDLN. @ 280(159.951 M)
PNLF-W@ 30 (153.503 M)

Bloomberg: Rothschild Mends Bakrie Ties After Sparring Over Bumi Debt

Tin May Rally to $25,000 on Demand, ITRI’s Bishop Forecasts

Emerging Markets Race to Sell Bonds as Rates Low: WSJ Link

Palm Oil Drops as Rains Ease Soybean Crop Concerns in Argentina

IHSG Ditutup Stagnan di 3.909,50
http://pasarmodal.inilah.com/read/detail/1818115/ihsg-ditutup-stagnan-di-390950

Sempat Fluktuatif, IHSG Stagnan di 3.909
http://finance.detik.com/read/2012/01/12/160832/1813976/6/sempat-fluktuatif-ihsg-stagnan-di-3909

Asing Terbanyak Beli Saham INTA, Kamis (12/1)
http://pasarmodal.inilah.com/read/detail/1818194/asing-terbanyak-beli-saham-inta-kamis-121

GIAA akan Lunasi Utang US$131 Juta Tahun Ini
http://pasarmodal.inilah.com/read/detail/1818192/giaa-akan-lunasi-utang-us131-juta-tahun-ini

Bursa Asia Mixed Dibayangi Lelang Obligasi Spanyol
http://pasarmodal.inilah.com/read/detail/1818187/bursa-asia-mixed-dibayangi-lelang-obligasi-spanyol

JPRS Jadi Saham Teraktif Kamis (12/1)
http://pasarmodal.inilah.com/read/detail/1818142/jprs-jadi-saham-teraktif-kamis-121

Asing Terbanyak Jual Saham ASRI, Kamis (12/1)
http://pasarmodal.inilah.com/read/detail/1818182/asing-terbanyak-jual-saham-asri-kamis-121

Garuda Siapkan Aero Catering IPO Tahun 2013
http://pasarmodal.inilah.com/read/detail/1818158/garuda-siapkan-aero-catering-ipo-tahun-2013

Garuda Raih Pendapatan Rp27,1 Triliun di 2011
http://pasarmodal.inilah.com/read/detail/1818166/garuda-raih-pendapatan-rp271-triliun-di-2011

ECB Pertahankan Suku Bunga Acuan 1%
http://pasarmodal.inilah.com/read/detail/1818253/ecb-pertahankan-suku-bunga-acuan-1

Lelang Obligasi Spanyol dan Italia Berakhir Ceria
http://pasarmodal.inilah.com/read/detail/1818222/lelang-obligasi-spanyol-dan-italia-berakhir-ceria

CPO jatuh mengekor harga minyak kedelai yang rontok
http://investasi.kontan.co.id/v2/read/1326353579/87462/CPO-jatuh-mengekor-harga-minyak-kedelai-yang-rontok-

CTRP Siapkan Capex Rp1,5 Triliun di 2012
http://pasarmodal.inilah.com/read/detail/1818174/ctrp-siapkan-capex-rp15-triliun-di-2012

TINS akan bangun dua kapal keruk berskala besar
http://investasi.kontan.co.id/v2/read/1326360747/87481/TINS-akan-bangun-dua-kapal-keruk-berskala-besar-

GEMS sudah kantongi kontrak penjualan 4 juta ton batubara
http://investasi.kontan.co.id/v2/read/1326359872/87477/GEMS-sudah-kantongi-kontrak-penjualan-4-juta-ton-batubara-

Kontrak minyak reli dari level terendah dalam dua pekan
http://investasi.kontan.co.id/v2/read/1326357784/87470/Kontrak-minyak-reli-dari-level-terendah-dalam-dua-pekan-

Inilah penjelasan Bapepam soal penundaan RUPSLB FREN
http://investasi.kontan.co.id/v2/read/1326353971/87463/Inilah-penjelasan-Bapepam-soal-penundaan-RUPSLB-FREN-

Ekonomi RI Masuk 17 Besar Dunia, Tapi... 
http://finance.detik.com/read/2012/01/12/190503/1814175/4/ekonomi-ri-masuk-17-besar-dunia-tapi

BI: BBM Dibatasi, Inflasi Tembus 5,44% 
http://finance.detik.com/read/2012/01/12/153424/1813922/5/bi-bbm-dibatasi-inflasi-tembus-544

BI Rate Bertahan 6%
http://finance.detik.com/read/2012/01/12/140014/1813740/5/bi-rate-bertahan-6

AirAsia Stop Penerbangan ke Eropa dan India
http://finance.detik.com/read/2012/01/12/182438/1814142/4/airasia-stop-penerbangan-ke-eropa-dan-india

4 Tips Sukses dari Milyuner yang Tak Lulus Kuliah 
http://finance.detik.com/read/2012/01/12/083330/1813241/4/4-tips-sukses-dari-milyuner-yang-tak-lulus-kuliah

Ditekan Krisis Eropa, Rupiah Masih Menguat 3,56% di 2011 
http://finance.detik.com/read/2012/01/12/164031/1814028/6/ditekan-krisis-eropa-rupiah-masih-menguat-356-di-2011

SSIA BUY target 1830 ( CLSA - KZ )

Garuda Indonesia (GIAA.JK) — Reiterate Strong Buy: Raising TP to
Rp750, Implying +39% ETR
INDONESIA | AIRLINES | BUY/HIGH RISK
Re-rating has only just begun – We raise our TP for Garuda to Rp750 (from
Rp570), after narrowing the discount to industry average valuation to 10% from
30%, justified by potential lifting of the overhang relating to IPO underwriters
exiting their 10.9% stake, higher investor confidence on Garuda’s operational
and financial turnaround, strong earnings momentum, set against a backdrop of
strong Indonesian aviation growth prospects. Garuda is our Top Buy in our
ASEAN Aviation coverage, with +39% ETR.
Rigan Wong +852-2501-2755

1st SESSION JCI on 12.01.12
@3902.80 (-6.83 pts) (-0.17 %) (H:3918.58 ; L:3900.09 )
Value: 1.775 T (NG 338 B )   
Volume: 2.692 B (NG 624 M  )
Foreign Nett Sell : 96 B        
Incl. Crossing
TELE @ 310 ~ 153 B (D vs F)
USD/IDR: 9150 (On Shore) 
                    9160 (Off Shore)


JCI for today:
Support:      3886 ; 3851
Resistance:  3924 ; 3955


6 MARKET DRIVEN BY SECTOR
FINANCE (-0.53%) (427.848 B )
TRADE. (-0.05%) (370.082 B )
MANUFACTUR (-0.16%) (344.686 B )
MINING. (-0.18%) (226.675 B )
INFRASTRUC (+0.09%) (206.604 B )
PROPERTY. (-0.11%) (105.694 B )


6 NETT BUY STOCKs BY FOREIGNers
SMGR @ 11577 (29.40 B )
BMRI. @ 6797 (22.19 B )
INTA. @ 699. (21.59 B )
BBRI. @ 6918 (19.45 B )
BJBR. @ 1025 (11.34 B )
GIAA. @ 545. (9.60 B )


6 NETT SELL STOCKs BY FOREIGNers
TLKM @ 6966. (21.84 B )
ASII. @ 76056 (19.76 B )
BBNI. @ 3700. (21.22 B )
UNTR @ 27654 (11.68 B )
GGRM@ 60262 (9.57 B )
BBTN. @ 1222. (9.14 B )


8 MOST ACTIVE STOCKs BY VALUE
BBRI. @ 6850 (-2.14%)
BMRI. @ 6750 (-1.46%)
TRAM @ 950. (2.06%)
BBCA. @ 8150 (+0.61%)
INTA. @ 740. (+15.62%)
ASII. @ 75350 (-0.33%)
SMGR @ 11500 (0.43%)
BTEK. @ 1250. (+10.61%)


8 MOST ACTIVE STOCKs BY VOLUME
DEWA. @ 90. (247.437 M)
PNLF. @ 119 (195.494 M)
PNLF-W @ 29. (112.325 M)
ENRG. @ 199(106.938 M)
TELE-W@ 107 (100.871 M)
APIC. @ 290(89.265 M)
INTA. @ 740 (83.089 M)
TELE. @ 340 (74.788 M)

Top 3 asing net buy
SMGR 29M
BMRI 22M
INTA 21M


Top 3 asing net sell
TLKM 21M
ASII 19M
BBNI 12M


Garuda Gains to 10-Month High After Report on Foreign Ownership

Most Asia Stock Indexes Rise as China CPI May Allow More Easing

*SURYA ARTHA NUSANTARA SAID TO SELL 1.5 TRILLION RUPIAH BOND

Palm Oil Drops as Rains Ease Soybean Crop Concerns in Argentina

Asing Net Sell, IHSG Sesi I Ditutup Turun 0,18%
http://pasarmodal.inilah.com/read/detail/1817985/asing-net-sell-ihsg-sesi-i-ditutup-turun-018

Sesi I
Bergerak Fluktuatif, IHSG Melemah 6 Poin. net sell Rp97,18 miliar.
http://finance.detik.com/read/2012/01/12/120516/1813553/6/bergerak-fluktuatif-ihsg-melemah-6-poin

Pilih Saham Bullish dan Sensitif Geopolitik Iran
http://pasarmodal.inilah.com/read/detail/1817980/pilih-saham-bullish-dan-sensitif-geopolitik-iran

SSIA Rencana Ekspansi Kawasan Industri
http://pasarmodal.inilah.com/read/detail/1817941/ssia-rencana-ekspansi-kawasan-industri

Inflasi China Desember Terendah dalam 15 Bulan
http://pasarmodal.inilah.com/read/detail/1817924/inflasi-china-desember-terendah-dalam-15-bulan

TELE Rencana Akuisisi 3 Usaha Voucher dan Seluler
http://pasarmodal.inilah.com/read/detail/1817952/tele-rencana-akuisisi-3-usaha-voucher-dan-seluler

Cari Tambang Emas, Antam Habiskan Rp 13,7 Miliar di Desember 
http://finance.detik.com/read/2012/01/12/101802/1813372/6/cari-tambang-emas-antam-habiskan-rp-137-miliar-di-desember

Luncurkan 9 Proyek Properti, Penjualan Ciputra Capai Rp 3,6 Triliun 
http://finance.detik.com/read/2012/01/12/110126/1813453/1016/luncurkan-9-proyek-properti-penjualan-ciputra-capai-rp-36-triliun

BI Rate Diumumkan, Lirik Saham Otomotif
http://pasarmodal.inilah.com/read/detail/1817955/bi-rate-diumumkan-lirik-saham-otomotif

7 Bank Danai Borneo Beli Bumi Plc
http://pasarmodal.inilah.com/read/detail/1817910/7-bank-danai-borneo-beli-bumi-plc

33 Anggota Bursa Komitmen Naikkan MKBD
http://pasarmodal.inilah.com/read/detail/1817977/33-anggota-bursa-komitmen-naikkan-mkbd

Berniat ekspansi lahan, saham UNSP justru tertekan
http://investasi.kontan.co.id/v2/read/1326339487/87426/Berniat-ekspansi-lahan-saham-UNSP-justru-tertekan-

Dikabarkan bakal terbitkan obligasi Rp 1 triliun, saham BBKP maju 4,7%
http://investasi.kontan.co.id/v2/read/1326337857/87423/Dikabarkan-bakal-terbitkan-obligasi-Rp-1-triliun-saham-BBKP-maju-47-

Permintaan global angkat harga logam dasar
http://investasi.kontan.co.id/v2/read/1326333637/87414/Permintaan-global-angkat-harga-logam-dasar-

AGENDA 12 Januari BI Rate, GOLDEN ENERGY MINES RUPSLB, Rupslb Fren, Listing Ipo Tiphone Mobile Int (250-350) Golden Energy Mines Rupslb, Rupslb Fren, Indonesia monetary policy decision: Looking for a 25bp cut, to 5.75%. UK MPC meeting: On hold at 0.50%, with further QE likely in February. ECB Council Meeting and Press Conference: On hold at 1.00%. ECB is likely to wait at least until February before cutting again. Also, no further non-standard measures expected today.  France consumer prices: We expect a decline from 2.5%Y in Nov to 2.3%Y. UK industrial production: We forecast manufacturing weakness to drive a decline of  0.3%M (-0.7%M in Oct).  US retail sales:


RUMOR 12 Januari 2012
Cermati PNBN
PT PANIN Financial Tbk (PNLF) disebut-sebut menganggarkan dana Rp 750 miliar untuk membeli saham PT Bank Pan Indonesia Tbk (PNBN) di pasar. Pada 28 Desember 2011, PNLF membeli PNBN pada harga Rp 800 per saham senilai Rp 40 miliar. Kemarin, PT Panin Sekuritas Tbk (PANS) agresif memborong PNBN. Saham PNBN pada perdagangan kemarin stagan pada level Rp 760

KBRI Siap Garap CPO
SAHAM PT Kertas Basuki Rachmat Indonesia Tbk (KBRI) disebut-sebut akan dikerek menembus Rp 150-200 dalam jangka pendek. Berdasarkan kabar di pasar, perseroan akan mengembangkan lahan sawit bekerja sama dengan Grup Sampoerna. Kemarin, saham KBRI naik Rp 5 (9%) menjadi Rp 59

Akumulasi BBNI
DANA pensiun besar asal Amerika Serikat disebut-sebut bakal membeli saham PT Bank Negara Indonesia Tbk (BBNI). Kabar ini bisa mendorong BBNI menuju Rp 5.000. BBNI dipilih karena valuasinya jauh lebih murah dibandingkan BMRI. BBNI kini diperdagangkan pada PBV 1,9 kali, sedangkan BMRI 2,7 kali dan BBRI 3,8 kali. Di sisi lain, LDR BBNI masih rendah, sehingga ruang untuk memacu pertumbuhan kredit cukup besar.


Fed Plosser: Fed Tightening Possible Before Mid-2013
MARKET TALK: EUR/USD Biased Down; Trigger Likely At 1.2650-Dealer;
EU Leaders Eye Jan 29 For Summit;
MARKET TALK: Asia Outlook:Stocks Likely Cautious;ECB,China CPI Eyed
MARKET TALK: Westpac Closes Short USD Position Early
MARKET TALK: Even US Stocks Could Be Haven From Euro-Zone Woe -RBS
WSJ: Euro Zone Likely To Experience Short Recession -WSJ Survey
MARKET TALK: What A Euro At $1.15 Might Mean For USD/CAD 

Rekomendasi Saham
IHSG Masih Serba Hati-hati 
http://finance.detik.com/read/2012/01/12/073606/1813221/6/ihsg-masih-serba-hati-hati

Inilah Menu Saham Pilihan Kamis (12/1)
http://pasarmodal.inilah.com/read/detail/1817785/inilah-menu-saham-pilihan-kamis-121

Desember, Biaya Eksplorasi ANTM Capai Rp21,7 M
http://pasarmodal.inilah.com/read/detail/1817770/desember-biaya-eksplorasi-antm-capai-rp217-m

Awas Profit Taking, Beli Tambang-Bank
http://pasarmodal.inilah.com/read/detail/1817773/awas-profit-taking-beli-tambang-bank

Jangan Takut Pilih Saham Bluechip!
http://pasarmodal.inilah.com/read/detail/1817784/jangan-takut-pilih-saham-bluechip


Pasar Fokus Lelang Obligasi Spanyol dan Italia
http://pasarmodal.inilah.com/read/detail/1817746/pasar-fokus-lelang-obligasi-spanyol-dan-italia

Ciptadana Targetkan Dana Kelolaan Naik 20%
http://pasarmodal.inilah.com/read/detail/1817739/ciptadana-targetkan-dana-kelolaan-naik-20


BFIN Siap Bayar Pokok Obligasi Jatuh Tempo
http://pasarmodal.inilah.com/read/detail/1817748/bfin-siap-bayar-pokok-obligasi-jatuh-tempo

MLBI Targetkan Pertumbuhan Penjualan hanya 5%
http://pasarmodal.inilah.com/read/detail/1817652/mlbi-targetkan-pertumbuhan-penjualan-hanya-5

Asing Terbanyak Jual Saham MASA, Rabu (11/1)
http://pasarmodal.inilah.com/read/detail/1817657/asing-terbanyak-jual-saham-masa-rabu-111

Asing Terbanyak Beli Saham BUMI, Rabu (11/1)
http://pasarmodal.inilah.com/read/detail/1817678/asing-terbanyak-beli-saham-bumi-rabu-111


Berita" Dari BISNIS INDONESIA:::
http://m.bisnis.com/articles/ifc-investasikan-us$200-juta-di-sektor-keuangan-indonesia

http://m.bisnis.com/articles/wika-and-timah-batalkan-rencana-bentuk-usaha-patungan

http://m.bisnis.com/articles/ekspansi-semen-gresik-bangun-5-pabrik-pengepakan

http://m.bisnis.com/articles/obligasi-bukopin-3-broker-jadi-penjamin-emisi

IGAR http://m.bisnis.com/articles/champion-pacific-bagikan-dividen-tunai

http://m.bisnis.com/articles/garuda-melonjak-manajemen-tak-mau-bicara-soal-manuver-cathay

http://m.bisnis.com/articles/bank-mandiri-minta-rasio-dividen-turun-jadi-20-percent

http://m.bisnis.com/articles/bayar-obligasi-bfi-finance-siapkan-rp65-miliar

http://m.bisnis.com/articles/sumber-alfaria-sigmantara-raup-rp2-15-triliun-1

http://m.bisnis.com/articles/gas-alam-harga-diprediksi-di-bawah-$2-slash-mmbtu

http://m.bisnis.com/articles/smartfren-gnd-ditunjuk-jadi-pembeli-siaga-reverse-stock

http://m.bisnis.com/articles/siapa-bohir-borneo-energi

PERGERAKAN RUPIAH
Stanchart : Rupiah masih akan tertekan
http://investasi.kontan.co.id/v2/read/1326268926/87346/Stanchart-Rupiah-masih-akan-tertekan-


Dow.    12449.45.  -13.02. -0.10%
Nasdaq.  2710.76. +8.26.  +0.31%
S&P 500.1292.48. +0.40.  +0.03%
FTSE.      5670.82. -25.88.  -0.45%
Dax.        6152.34.-10.64.  -0.17%
CAC40.    3204.83.-5.96.    -0.19%


Oil.          101.04.  -1.20.    -1.17%
Gold.      1642.40+10.90. +0.67%


IDR.    9176(source: yahoo finance)
Euro.  1.2711


TLKM.30.56 -0.42 -1.36% Rp7010
ISAT.  29.81 -0.28 -0.93% Rp5471
BumiPLC. 857.00. -9.50.  -1.10%


EIDO.        30.07.  -0.35.  -1.15% 


Timah.  20350.  +270.  +1.34% 
Nickel.  19340.    -30.    -0.15%


CPOMar3233RM+3+0.09%$1032
Corn.    651.00.  -0.50.  -0.08%
Soybean. 51.89.  -0.61.  -1.16%
Wheat.  641.00.+1.25. +0.20%


Coal6Jan 114.30 vs.115.47(30 Des)