Friday, January 20, 2012

Laporan & Rumor Saham Indonesia 20-01 (Refresh)

AGENDA MINGGU DEPAN 24 Januari BUMI CITRA PERMAI RUPSLB, RUPSLB RUIS, Non-preemptive Right Issue ASRI tanggal 24 Januari 2012, harga 440, +/- 1,7 Milyar lembar saham.... 25 Januari FOMC, Mulai penawaran ipo PT Surya Esa Perkasa, Roadshows For Indika Energy Divestment To Start Jan. 25 In Jakarta - Source 26 Januari BANK CIMB NIAGA RUPSLB, Sugih Energy rupslb, Lelang SUN 27 Januari Rupslb Elang Mahkota Teknologi, Rupslb SONA, BANK QNB KESAWAN RUPSLB, akhir penawaran ipo PT Surya Esa Perkasa

2nd SESSION JCI on 20.01.12
(By: Gita Adiwoso - D'Origin)


@3986.51 (-14.55 pts) (-0.36 %) (H:4024.94 ; L:3967.33 )
Value: 4.060 T (NG 594 B )    
Volume: 4.475 B (NG 836 M  )
Foreign Nett Buy 427 B ....!!!       
USD/IDR: 8960 (On Shore) ....!!! 
                       8985 (Off Shore)....!!!
JCI for next Tuesday:
Support:      3958 ; 3935
Resistance:  4001 ; 4025


6 MARKET DRIVEN BY SECTOR
MANUFACTUR (-0.66%) (1.043 T )
FINANCE. (-0.53%). (763.129 B )
INFRASTRUC ( +0.39%) (669.567 B )
MINING. (-0.04%). (592.100 B )
TRADE. (-0.01%). (531.212 B )
PROPERTY (-0.80%). (363.638 B )


6 NETT BUY STOCKs BY FOREIGNers
BMRI. @ 7049. (116.37 B )
PGAS @ 3397. (53.87 B )
UNTR @ 28387. (40.67 B )
ASII. @ 78528. (36.80 B )
UNVR @ 20429 (29.35 B )
HRUM @ 7329. (27.24 B )


6 NETT SELL STOCKs BY FOREIGNers
TLKM @ 6893. (49.61 B )
SMGR @ 11959 (42.52 B )
INTP. @ 18243 (36.53 B )
INDF. @ 4795. (6.87 B )
TBIG. @ 2387. (5.84 B )
KIJA. @ 183. (4.69 B )


8 MOST ACTIVE STOCKs BY VALUE
ASII. @ 78950 (+0.19%)
BMRI. @ 7050. (-0.70%)
UNTR. @ 28500 (+0.88%)
TLKM. @ 6900. (0.00%)
BBRI. @ 7050. (-1.40%)
BBNI. @ 3675. (-0.68%)
SSIA. @ 830. (-1.19%)
PGAS. @ 3450. (+2.99%)


8 MOST ACTIVE STOCKs BY VOLUME
STAR. @ 68. (653.973 M)
ENRG. @ 200 (280.123 M)
BNBR. @51. (133.453 M)
ELTY. @ 141. (132.932 M)
SSIA. @ 830 (131.086 M)
TRIL. @ 84. (110.949 M)
BIPI-W @ 87. (99.989 M)
PNLF. @ 145 (96.902 M)




BEI: S&P Bakal Susul Moody's dan Ficts Rating - IMQ | Indonesia Market Quotes
http://www.imq21.com/news/read/47986/20120120/144830/BEI-S-P-Bakal-Susul-Moody-s-dan-Ficts-Rating.html

Akhir Pekan IHSG Turun 0,3% ke 3.986,51
http://pasarmodal.inilah.com/read/detail/1821294/akhir-pekan-ihsg-turun-03-ke-398651

Jelang Imlek, IHSG Gagal Bertahan di 4.000. Foreign net buy Rp 427,715 miliar
http://finance.detik.com/read/2012/01/20/160849/1821192/6/jelang-imlek-ihsg-gagal-bertahan-di-4000

Alami 'Overbought', Bursa Eropa Melemah
http://pasarmodal.inilah.com/read/detail/1821283/alami-overbought-bursa-eropa-melemah

Bank Mandiri: Likuiditas Bisa Meroket
http://pasarmodal.inilah.com/read/detail/1821280/bank-mandiri-likuiditas-bisa-meroket

Bentoel Siap Bayar Angsuran Obligasi
http://pasarmodal.inilah.com/read/detail/1821251/bentoel-siap-bayar-angsuran-obligasi

ENRG targetkan produksi migas capai 40.000 boe/day
http://investasi.kontan.co.id/news/enrg-targetkan-produksi-migas-capai-40.000-boeday

Barclays: Obligasi Indonesia semakin menarik
http://investasi.kontan.co.id/news/barclays-obligasi-indonesia-semakin-menarik

Sisa utang BNBR tinggal Rp 5,5 triliun
http://investasi.kontan.co.id/news/sisa-utang-bnbr-tinggal-rp-55-triliun

Kupon tinggi, obligasi ASF bakal diburu investor
http://investasi.kontan.co.id/news/kupon-tinggi-obligasi-asf-bakal-diburu-investor

BORN resmi mengempit 23,8% saham Bumi Plc
http://investasi.kontan.co.id/news/born-resmi-mengempit-238-saham-bumi-plc

Indeks IDMA sentuh rekor tertinggi di 114,94
http://investasi.kontan.co.id/news/indeks-idma-sentuh-rekor-tertinggi-di-11494

Investor AS merupakan buyer terbesar saham Jepang
http://investasi.kontan.co.id/news/investor-as-merupakan-buyer-terbesar-saham-jepang

SMRU AKAN MENERBITKAN OBLIGASI SENILAI RP1.5 TRILYUN UNTUK MEMBIAYAI PROYEK KONSTRUKSI PEMETINTAH SELAMA TAHUN INI. PROYEK TERSEBUT BERPOTENSI MEMBERIKAN LABA BERSIH SAMPAI TIGA KALI LABA BERSIH TAHUN 2010 DAN 2011. TARGET HARGA SAHAM BISA MELAMPAUI RP900.

laporan keuangan Davo di kuartal keempat dikabarkan sangat mengesankan, berbalik menjadi untung Rp60 milyar dibanding rugi Rp122 milyar di kuartal tiga karena naiknya harga coklat dan berkurangnya ongkos biaya bunga hutang. Laba bersih per saham membaik jadi rp5/saham dari minus Rp13 per saham di Q3. tahun 2012, laba bersih bisa meningkat menjadi 120 milyar atau eps: rp10; davo sekarang diperdagangkan pada rasio p/e hanya 5X laba bersih persaham proyeksi 2012. harga wajar 12X rp10 atau sama dengan rp120/saham.

REMINDER::: Listri: Construction [ PDF ] Impact of land acquisition law OVERWEIGHT - Maintained - by Erwan TEGUH / Cindy EFFENDI Construction projects should pick up noticeably by 2013 when the land acquisition law is in full swing. Toll-road projects alone may boost order books by 10-15% p.a. We raise our FY13 revenue and earnings estimates for ADHI, PTPP and WIKA by 7-10%. Upside from the domino impact of toll-road construction has not been factored in. Consequently, target prices for the three state contractors have been raised by 6-20%, pegged at 20-35% discounts to our market target 


1st SESSION JCI on 20.01.12
(By: Gita Adiwoso - D'Origin)


@3972.64 (-28.43 pts) (+0.71 %) (H:4024.94 ; L:3969.12 )
Value: 1.844 T (NG 195 B )    
Volume: 2.035 B (NG 101 M  )
Foreign Nett Buy: 76 B        
USD/IDR: 8950 (On Shore) 
                   9002 (Off Shore)


JCI for today:
Support:      3958 ; 3935
Resistance:  4001 ; 4025


6 MARKET DRIVEN BY SECTOR
MANUFACT. (-1.08%) (457.651 B )
FINANCE. (-0.84%) (324.570 B )
MINING. (-0.23%) (303.117 B )
TRADE. (-0.34%) (275.879 B )
INFRASTRUC (-0.15%) (257.502 B )
PROPERTY. (-1.44%) (185.370 B )


6 NETT BUY STOCKs BY FOREIGNers
PGAS. @ 3377 (22.29 B)
BMRI. @ 7049 (13.42 B)
INCO. @ 3684 (13.09 B)
HRUM. @ 7333 (9.41 B)
SSIA. @ 815 (6.93 B)
ANTM. @ 1748 (6.80 B)


6 NETT SELL STOCKs BY FOREIGNers
TLKM. @ 6922. (20.12 B )
ASII. @ 78801 (17.09 B )
INTP. @ 18496 (16.18 B )
SMGR. @ 12252 (15.59 B )
BBCA. @ 8005. (5.92 B )
TBIG. @ 2396. (3.90 B )


8 MOST ACTIVE STOCKs BY VALUE
ASII. @ 77.850 (-1.20 %)
BMRI. @ 7000. (-1.40%)
TLKM. @ 6900. (0.00%)
SSIA. @ 850. (+1.19%)
TRAM. @ 970. (0.00%)
BBRI. @ 7000. (-2.09%)
BUMI. @ 2525. (-1.94%)
BBNI. @ 3700. (0.00%)


8 MOST ACTIVE STOCKs BY VOLUME
STAR. @ 70. (258.719 M)
ENRG. @ 200 (130.308 M)
ELTY. @ 140 (99.420 M)
TRIL. @ 83. (98.347 M)
SSIA. @ 850 (98.094 M)
BIPI-W @ 87. (69.329 M)
TRAM @ 970 (69.329 M)
BIPI. @ 235 (68.354 M)
Bloomberg: Indonesia May Reopen Possibility to Raise Subsidized Fuel Price

Profit Taking Sambangi Lantai Bursa, IHSG Merah
http://pasarmodal.inilah.com/read/detail/1821187/profit-taking-sambangi-lantai-bursa-ihsg-merah

Sesi I
Profit Taking Paksa IHSG Tinggalkan Level 4.000 
http://finance.detik.com/read/2012/01/20/113745/1820838/6/profit-taking-paksa-ihsg-tinggalkan-level-4000

Cari Harga Bagus untuk Profit Taking!
http://pasarmodal.inilah.com/read/detail/1821177/cari-harga-bagus-untuk-profit-taking

PTBA Pasok 9 Juta Ton Batubara PLN
http://finance.detik.com/read/2012/01/20/110733/1820801/6/ptba-pasok-9-juta-ton-batubara-pln

Aksi beli melanda saham-saham produsen CPO
http://investasi.kontan.co.id/news/aksi-beli-melanda-saham-saham-produsen-cpo

Dapat dana talangan, saham JSMR melaju
http://investasi.kontan.co.id/news/dapat-dana-talangan-saham-jsmr-melaju

SMSM gandeng Tokyo Radiator dirikan usaha patungan
http://investasi.kontan.co.id/news/smsm-gandeng-tokyo-radiator-dirikan-usaha-patungan-1

Harga nikel naik, saham INCO & ANTM terdongkrak
http://investasi.kontan.co.id/news/harga-nikel-naik-saham-inco-antm-terdongkrak

Pekan depan, rupiah berpotensi lanjut menguat
http://investasi.kontan.co.id/news/pekan-depan-rupiah-berpotensi-lanjut-menguat

Pertama Dalam Sejarah, Obligasi Berumur 50 Tahun 
http://finance.detik.com/read/2012/01/20/104027/1820767/6/pertama-dalam-sejarah-obligasi-berumur-50-tahun


Bloomberg: Summarecon Expects 2012 Revenue and Profit to Rise 20%: Bisnis

Energi Mega May Seek Loan to Refinance its $200M Debt: Kontan

Rupiah Gains Most in Week Since July ’10 on Upgrade; Bonds Rally

Asian Stocks Advance on U.S. Jobless Claims, Europe Debt Sales

Palm Oil Gains as Much as 0.7% to 3,180 Ringgit a Metric Ton

REMINDER::;; BORN will sign the acquisition of Bumi Plc today

Kondisi AS-Eropa Pacu IHSG Naik 0,49%
http://pasarmodal.inilah.com/read/detail/1821126/kondisi-as-eropa-pacu-ihsg-naik-049

Kekhawatiran Eropa Sedikit Reda, IHSG Naik 8 Poin 
http://finance.detik.com/read/2012/01/20/093613/1820670/6/kekhawatiran-eropa-sedikit-reda-ihsg-naik-8-poin

Aneka, Energi Mega, Summarecon Agung: Indonesia Equity Preview
http://www.bloomberg.com/news/2012-01-20/aneka-energi-mega-summarecon-agung-indonesia-equity-preview.html

Rekomendasi Saham
IHSG Masih Bisa Menguat Lagi
http://finance.detik.com/read/2012/01/20/080124/1820614/6/ihsg-masih-bisa-menguat-lagi

Inilah Saham Pilihan Jumat (20/1)
http://pasarmodal.inilah.com/read/detail/1820998/inilah-saham-pilihan-jumat-201

Banjir Sentimen Positif, Wall Street 'Hijau'
http://pasarmodal.inilah.com/read/detail/1821123/banjir-sentimen-positif-wall-street-hijau

Pilih Saham Bank-Infrastruktur-Properti
http://pasarmodal.inilah.com/read/detail/1820980/pilih-saham-bank-infrastruktur-properti

MFIN Kantongi Peringkat 'A' dari Pefindo
http://pasarmodal.inilah.com/read/detail/1820934/mfin-kantongi-peringkat-a-dari-pefindo

Asing Incar TRIL, Harga Saham Melonjak
http://pasarmodal.inilah.com/read/detail/1821139/asing-incar-tril-harga-saham-melonjak

BUDI Bakal Tembus Rp500?
http://pasarmodal.inilah.com/read/detail/1821141/budi-bakal-tembus-rp500

TINS Targetkan Lepas 1.000 Ha Lahan Reklamasi 2012
http://pasarmodal.inilah.com/read/detail/1820946/tins-targetkan-lepas-1000-ha-lahan-reklamasi-2012

Meningkatnya permintaan kapal dongkrak bisnis WINS
http://investasi.kontan.co.id/news/meningkatnya-permintaan-kapal-dongkrak-bisnis-wins

ENRG siapkan skema refinancing
http://investasi.kontan.co.id/news/enrg-siapkan-skema-refinancing

Pasar saham emerging market sumringah
http://investasi.kontan.co.id/news/pasar-saham-emerging-market-sumringah

Fitch Cermati Rating 6 Negara Uni Eropa
http://pasarmodal.inilah.com/read/detail/1820991/fitch-cermati-rating-6-negara-uni-eropa

Data-data AS Bakal Batasi Penguatan Rupiah
http://pasarmodal.inilah.com/read/detail/1820967/data-data-as-bakal-batasi-penguatan-rupiah

Asing Terbanyak Beli Saham BMRI, Kamis (19/1)
http://pasarmodal.inilah.com/read/detail/1820948/asing-terbanyak-beli-saham-bmri-kamis-191

Kredit UMKM akan Dukung Target BJBR
http://pasarmodal.inilah.com/read/detail/1820999/kredit-umkm-akan-dukung-target-bjbr

Harga Properti Indonesia Masih Termurah, Imbal Hasilnya Sangat Besar 
http://finance.detik.com/read/2012/01/20/083826/1820634/1016/harga-properti-indonesia-masih-termurah-imbal-hasilnya-sangat-besar

Harga Properti yang Melejit di Indonesia Mengkhawatirkan?
http://finance.detik.com/read/2012/01/20/074804/1820604/1016/harga-properti-yang-melejit-di-indonesia-mengkhawatirkan

6 Tips Hidup Bebas Utang 
http://finance.detik.com/read/2012/01/20/072820/1820598/479/6-tips-hidup-bebas-utang

PKPK mengincar tambang dengan cadangan batubara 30 juta ton
http://investasi.kontan.co.id/news/pkpk-mengincar-tambang-dengan-cadangan-batubara-30-juta-ton

Wow, broker asing melakukan crossing saham BBNI
http://investasi.kontan.co.id/news/wow-broker-asing-melakukan-crossing-saham-bbni-1

Cadangan minyak AS naik, harga minyak melandai
http://investasi.kontan.co.id/news/cadangan-minyak-as-naik-harga-minyak-melandai

Lelang SUN, pemerintah targetkan Rp 7 triliun
http://investasi.kontan.co.id/news/lelang-sun-pemerintah-targetkan-rp-7-triliun

Astra Agro Lestari: Hold; Rp22,000; Price Target: Rp21,300; AALI IJ 2011 CPO output in line with forecast Astra Agro Lestari (AALI IJ) reported that it produced 110,674 MT of CPO in Dec11, c.3% stronger MoM, translating to FY11 CPO output of c.1.27m MT (+14% YoY) – in line with our forecast of 1.24m MT. AALI processed 5.6m MT of FFB during the year - also within expectations. Of the processed amount, 62% came from AALI’s nucleus estates, while 22% and 16% were purchased from plasma and third-party estates, respectively. The group’s Sumatra estates yielded 45% of own FFB output during the year, while its Kalimantan and Sulawesi estates contributed 36% and c.19%, respectively. This year we expect AALI's CPO output to grow by c.2% YoY to 1.3m MT. (Fr DBS VICKERS)

Alpha Edge [ PDF ] Don’t be misled by the January effect - by Nigel FOO The upturn of the US and Asian equity markets over the past few weeks is not a surprise given the January seasonal effect. This does not alter our view of downside for stockmarkets this year. The S&P500 remains in its wave 2 rebound from the May-Sep 2011 major downleg. Expect it to head south once this rebound ends.

SSIA Fr Ciptadana::: Valuation. We value SSIA using the combination of DCF and net asset value (NAV) of its subsidiaries or assets. We imply conglomerate discount of 20% to the fair value of equity to arrive at our target price of Rp 1,030/share. Our target price suggest a 26% upside potential from current price. Risk. We identify several downside risks to our valuation, among others: regulation risk, decline in direct investment, delay in construction project and rising raw material prices.

No comments:

Post a Comment

Kalender Ekonomi & Event


Live Economic Calendar Powered by Forexpros - The Leading Financial Portal