Laporan & Rumor Saham Indonesia 19-01(Refresh)

2nd session JCI on 19.01.12
(By: Gita Adiwoso - D'Origin)


4001.07(+22.94pts)(+0.57%)
(H: 4027.89 ; L: 3978.48 )
Value: 6.862T (NG 1.696 T ) 
Volume: 5.603 B (NG 1.239 B )
Foreign Nett Buy: 859.76 B 
Incl. Crossing:
BBNI. @3600 ~ 821 B (F vs F)
BRPT @ 810 ~ 162 B (F vs F)
MASA@500 ~ 100 B (D vs D)
USD/IDR : 8960 (On Shore) 
                     9035. (Off Shore)


JCI for tomorrow:
Support: 3978; 3954      
Resistance: 4028; 4055    


6 MARKET DRIVEN BY SECTOR
FINANCE. (+0.93%)(2419.275 B )
MANUFACT(+1.15%)(1601.922 B )
MINING. (+0.77%)(936.449 B )
INFRASTRUC(-0.21%)(746.982 B )
TRADE. (-0.48%)(591.563 B )
PROPERTY(-0.33%)(436.662 B )


6 NETT BUY STOCKs BY FOREIGNers
BMRI. @ 7050. (236.26 B )
ASII. @78730. (113.18 B ) 
BBRI. @7137. (99.81 B )
SMGR. @12735. (58.78 B )
PTBA. @19693. (54.54 B )
ADRO. @1832. (52.90 B )


6 NETT SELL STOCKs BY FOREIGNers
TLKM. @6923. (119.54 B )
BBNI. @3732. (38.15 B )
UNTR. @28745 (28.88 B )
ITMG. @39191. (20.99 B )
BBCA. @8017. (14.24 B )
BBTN. @1250. (9.99 B )


8 MOST ACTIVE STOCKs BY VALUE
BBNI. @3700. (-0.67%)
BMRI. @7100. (+2.15%)
BBRI. @7150. (+1.41%)
TLKM. @6900. (-1.42%)
ASII. @78800(+1.28%)
UNTR. @28250 (-3.41%)
ADRO. @1830. (+0.54%)
CPIN. @2475. (+6.45%)


8 MOST ACTIVE STOCKs BY VOLUME
TRIL. @90. (296.657 M )
ELTY. @141. (290.991 M )
PNLF-W@ 37 (247.111 M )
PNLF. @151. (234.019 M )
BIPI-W@87. (211.213 M )
STAR. @70. (200.169 M )
ENRG-W@54 (181.938 M )
ENRG. @205. (153.973 M )

Indonesia Rupiah Jumps to Two-Month High of 8,973 Per Dollar

*ASTRA SEDAYA SAID TO MARKET AT LEAST 2 TRILLION RUPIAH IN BONDS

 

*DJ Roadshows For Indika Energy Divestment To Start Jan. 25 In Jakarta - Source
*DJ Indika Energy Seeks To Sell At Least 16.6% Stake In Indonesia's Petrosea -

Dana Asing 'Parkir' Rp 850 Miliar, IHSG Mantap di 4.001 
http://finance.detik.com/read/2012/01/19/160829/1820212/6/dana-asing-parkir-rp-850-miliar-ihsg-mantap-di-4001

IHSG Cetak Rekor Menguat ke 4.001,07
http://pasarmodal.inilah.com/read/detail/1820849/ihsg-cetak-rekor-menguat-ke-400107

Target Maksimal IHSG 4.075
http://pasarmodal.inilah.com/read/detail/1820852/target-maksimal-ihsg-4075

Bursa Eropa Menguat di Awal Perdagangan
http://pasarmodal.inilah.com/read/detail/1820836/bursa-eropa-menguat-di-awal-perdagangan

Stok AS Turun, Minyak di Asia Menguat
http://pasarmodal.inilah.com/read/detail/1820810/stok-as-turun-minyak-di-asia-menguat

PKPK targetkan pendapatan naik 70,5% di tahun ini
http://investasi.kontan.co.id/news/pkpk-targetkan-pendapatan-naik-705-di-tahun-ini-1

Analis: Harga emas akan stabil di atas level US$ 1.650
http://investasi.kontan.co.id/news/analis-harga-emas-akan-stabil-di-atas-level-us-1.650

Targetkan ekspansi kredit, saham BJBR naik hampir 2%
http://investasi.kontan.co.id/news/targetkan-ekspansi-kredit-saham-bjbr-naik-hampir-2

Perkenalkan layanan baru, investor berburu saham ISAT
http://investasi.kontan.co.id/news/perkenalkan-layanan-baru-investor-berburu-saham-isat

HSBC dan Stanchart akan menangani penerbitan obligasi berkelanjutan
http://investasi.kontan.co.id/news/hsbc-dan-stanchart-akan-menangani-penerbitan-obligasi-berkelanjutan

PERINGKAT UTANG INDONESIA
S&P: Fundamental kredit Indonesia kian membaik, lho!
http://investasi.kontan.co.id/news/sp-fundamental-kredit-indonesia-kian-membaik-lho

 

REMINDER BBTN Fr CLSA:: BTN Rp1,230 - UNDERPERFORM Priced on 17 January 2012 Jakarta Comp @ 3,954.8 12M hi/lo Rp1,820/1,000 12M price target Rp1,300 ±% potential +6% Shares in issue 8,809.1m Free float (est.) 27.9% Market cap US$1,198m 3M average daily volume Rp11.9bn (US$1.3m) Major shareholders Government of Indonesia 72.1% Stock performance  1M 3M 12M Absolute 0.0 (18.0) (10.2) Relative (4.7) (22.7) (19.7) Abs (US$) (selengkapnya email)

Naik 27 Poin, IHSG Mangkal di 4.005
http://finance.detik.com/read/2012/01/19/120929/1819760/6/naik-27-poin-ihsg-mangkal-di-4005

Sesi I, IHSG Naik 0,69%. Net Buy Asing Rp 378 Miliar
http://pasarmodal.inilah.com/read/detail/1820767/sesi-i-ihsg-naik-069

IHSG Meroket, Pilih Tiga Sektor Saham
http://pasarmodal.inilah.com/read/detail/1820761/ihsg-meroket-pilih-tiga-sektor-saham

Perbankan dan BI berburu SUN, indeks IDMA capai rekor tertinggi
http://investasi.kontan.co.id/news/perbankan-dan-bi-berburu-sun-indeks-idma-capai-rekor-tertinggi

DOID perpanjang kontrak jasa tambang senilai US$ 820 juta
http://investasi.kontan.co.id/news/doid-perpanjang-kontrak-jasa-tambang-senilai-us-820-juta-1

Anak usaha kantongi izin tambang di Mauritania, saham BUMI maju 2%
http://investasi.kontan.co.id/news/anak-usaha-kantongi-izin-tambang-di-mauritania-saham-bumi-maju-2-1

S&P’s Benard Says Indonesia Credit Fundamentals Are Improving
    Jan. 19 (Bloomberg) -- Indonesia’s credit fundamentals are improving, Standard & Poor’s said after Moody’s Investors Service returned the country’s debt rating to investment level for the first time since the Asian financial crisis yesterday. “Credit fundamentals are generally evolving in a positive direction,” Agost Benard, S&P’s Singapore-based associate director of sovereign and international public finance ratings,
said in an e-mailed statement today. A rating upgrade would depend on the effects of
“improvements in Indonesia’s public balance sheet,

*S&P ASSSESSING INDONESIA BALANCE SHEET, RESERVES, REFORMS *S&P INDONESIA RATING MAY, MAY NOT CHANGE IN 2 YEARS OF OUTLOOK *S&P SAYS INDONESIA CREDIT FUNDAMENTALS EVOLVING IN POSITIVE WAY *S&P SAYS INDONESIA CREDIT FUNDAMENTALS EVOLVING IN POSITIVE WAY     *S&P LAST RAISED INDONESIA RATING APRIL 2011, POSITIVE OUTLOOK
 
Bloomberg: BHP Starts Building Infrastructure at Indonesia Coal Venture

Delta Dunia Gains Most in Nine Months After Contract Extension     Delta Dunia Obtains $820 Million Extension on Mining Contract

Palm Oil Prices to Remain ‘Firm’ in 2012 on Crude Oil, Soybeans

*DJ Indonesia 4Q 2011 Total Investment +19.2% On Year At IDR70.2 Tln
*DJ Indonesia 4Q 2011 FDI +25.2% On Year At IDR46.2 Tln
*DJ Indonesia 4Q 2011 Total Investment +19.2% On Year At IDR70.2 Tln

REMINDER Fr CIMB :::  Overweight Indonesia . CY12 JCI target is 4,450. Top picks are Astra International, Gudang Garam, Unilever Indonesia , Bank Mandiri, Bank Negara Indonesia , Adaro Energy, UnitedTractors, Indocement, Jasa Marga and Ciputra Development (See our Indonesia Navigator)

Fr DBS VICKERS::: Bank Tabungan Pensiunan Nasional: Buy - Initiation; Rp3,200;
Price Target : Rp4,700; BTPN IJ Firing micro engines (selengkapnya email)

BORN Bakal Diserbu Asing?
http://pasarmodal.inilah.com/read/detail/1820718/born-bakal-diserbu-asing

BRMS Siap Garap Tambang Besi di Mauritania
http://pasarmodal.inilah.com/read/detail/1820721/brms-siap-garap-tambang-besi-di-mauritania

Bloomberg: Bank Rakyat Gains to Five-Month High After 2011 Profit Forecast

Telkom Indonesia’s 2012 Revenue May Rise by 6%, Kontan Reports

Bumi Minerals Gets Iron Ore Exploitation Permit From Mauritania

Brown Brothers’ Solot Sees More Credit Upgrades for Indonesia

Moody’s Upgrade of Indonesia is Positive: Standard Chartered

Managing Inflation Expectations Key for Indonesia: Goldman

Morgan Stanley Sees Limited Flows Into Indonesian Govt Bonds

GM Vies to Compete With Toyota in Fast-Growing Indonesia: Cars

FX: IDR’s Underperformance vs Peers May End, Brown Brothers Says

Palm Oil Drops as Much as 0.3% to 3,170 Ringgit Per Metric Ton

Rubber Futures Gain 0.2% to 299.0 Yen/Kg in Tokyo

Higher Asian Stocks May Boost Currencies: BOT-Mitsubishi UFJ

Asian Currencies Near Two-Month High on U.S. Outlook, IMF Plan

Korea East-West Power to Build Indonesia Power Plant:Yonhap Link

Thailand Expects Output From Secondary Rice Crop to Reach Record

Brazil Cuts Interest Rate to 10.5% as Inflation Slows to Target

Banjir Sentimen Positif, IHSG Tembus 4.000
http://pasarmodal.inilah.com/read/detail/1820712/banjir-sentimen-positif-ihsg-tembus-4000 

Bank Rakyat, Pakuwon, Telekomunikasi: Indonesia Equity Preview
http://www.bloomberg.com/news/2012-01-19/bank-rakyat-pakuwon-telekomunikasi-indonesia-equity-preview.html

Indonesia Wins Second Rating Upgrade in a Month as Investment Gets Boost
http://www.bloomberg.com/news/2012-01-18/indonesia-sovereign-debt-rating-is-raised-to-investment-grade-by-moody-s.html

Indonesia Stocks: Bank Rakyat, Ciputra Development, Semen Gresik
http://www.bloomberg.com/news/2012-01-18/indonesia-stocks-bank-rakyat-ciputra-development-semen-gresik.html

Rekomendasi Saham
IHSG Kembali Dapat Dorongan Positif
http://finance.detik.com/read/2012/01/19/073833/1819458/6/ihsg-kembali-dapat-dorongan-positif

Inilah Menu Saham Pilihan Kamis (19/1)
http://pasarmodal.inilah.com/read/detail/1820591/inilah-menu-saham-pilihan-kamis-191

Dana Asing Kian Banjiri Indonesia
http://pasarmodal.inilah.com/read/detail/1820664/dana-asing-kian-banjiri-indonesia

IHSG Tak Perlu Euforia!
http://pasarmodal.inilah.com/read/detail/1820570/ihsg-tak-perlu-euforia

Bakrie Garap Tambang Bijih Besi di Afrika Barat 
http://finance.detik.com/read/2012/01/19/100634/1819557/6/bakrie-garap-tambang-bijih-besi-di-afrika-barat

Anak Usaha DOID Perpanjang Kontrak dari BYAN
http://pasarmodal.inilah.com/read/detail/1820567/anak-usaha-doid-perpanjang-kontrak-dari-byan

Impor Dibatasi AS-Eropa, GDP China Susut
http://pasarmodal.inilah.com/read/detail/1820547/impor-dibatasi-as-eropa-gdp-china-susut

Bantuan IMF Angkat Wall Street Positif
http://pasarmodal.inilah.com/read/detail/1820663/bantuan-imf-angkat-wall-street-positif

FREN Siap Reverse Stock 20:1

FREN Siapkan Capex hingga US$200 Juta
http://pasarmodal.inilah.com/read/detail/1820499/fren-siapkan-capex-hingga-us200-juta

ASRI akan Terbitkan Saham Non HMETD
http://pasarmodal.inilah.com/read/detail/1820555/asri-akan-terbitkan-saham-non-hmetd

Menimbang prospek bisnis alat berat HEXA
http://investasi.kontan.co.id/news/menimbang-prospek-bisnis-alat-berat-hexa

UOB menguasai 16% saham BHIT pasca konversi utang
http://investasi.kontan.co.id/news/uob-menguasai-16-saham-bhit-pasca-konversi-utang

Asing Terbanyak Beli Saham ASRI, Rabu (18/1)
http://pasarmodal.inilah.com/read/detail/1820508/asing-terbanyak-beli-saham-asri-rabu-181

Asing Terbanyak Jual Saham ENRG, Rabu (18/1)
http://pasarmodal.inilah.com/read/detail/1820480/asing-terbanyak-jual-saham-enrg-rabu-181

Produksi CPO Indonesia kembali tinggalkan Malaysia
http://investasi.kontan.co.id/news/produksi-cpo-indonesia-kembali-tinggalkan-malaysia

Terpacu investment grade, rupiah mendekati level terkuat dalam sebulan
http://investasi.kontan.co.id/news/terpacu-investment-grade-rupiah-mendekati-level-terkuat-dalam-sebulan

Aset industri reksadana 2012 diprediksi cuma tumbuh 10%
http://investasi.kontan.co.id/news/aset-industri-reksadana-2012-diprediksi-cuma-tumbuh-10

BBNI fr BAHANA SEC (DX):: Recommendation and valuation: Strong BUY on deep discount While many challenges remain, BBNI is set to stay on course with its recent progress in our view. That said, we believe BBNI’s recent share price under performance (exhibit 4) is unjustified. As we expect BBNI to perform better than industry’s performance this year, we reiterate BUY on the stock with target price of IDR5,300, reflecting 42% discount to the sector’s 2.8x P/BV.

9:37 AM 1/19 MDLN Masuk Kawasan Industri KALANGAN bandar disinyalir berencana mendongkrak harga saham berkode PT Modernland Realty Tbk (MDLN) dalam waktu dekat. Kabarnya, perseroan akan masuk bisnis kawasan industri dengan cara mengakuisisi dua perusahaan di Serang, Banten. Selain itu, seorang pelaku pasar membisikkan, perseroan juga akan menjalin join venture dengan perusahaan asing dalam menggarap bisnis barunya itu. Harga MDLN ditargetkan tembus Rp 700.