2nd SESSION JCI 25.01.2012
(By: Gita Adiwoso - D'Origin)
@3963.60 (-30.97 pts) (-0.77 %)
(H: 3997.11; L:3948.96 )
Value: 3.443 T (NG 1.054 T )
Volume: 3.824 B (NG 1.169 B )
Foreign Nett Sell : 310 B
Incl. Crossing:
MNCN @1270 ~ 342 B (F vs F)
BBRI @ 6950 ~ 103 B (F vs F)
USD/IDR: 8885 (On Shore)....!!
8876 (Off Shore)...!!
JCI for today:
Support: 3936 ; 3909
Resistance: 3997 ; 4028
6 MARKET DRIVEN BY SECTOR
TRADE. (-0.14%) (848.602 B )
MANUFACTUR (-0.79%) (756.894 B )
FINANCE. (-0.91%) (683.655 B )
INFRASTRUC (-0.71%) (439.564 B )
MINING. (-1.19%). (396.083 B )
PROPERTY. (-0.61%). (251.081 B )
6 NETT BUY STOCKs BY FOREIGNers
BMRI. @ 6952. (28.86 B )
ASII. @78243 (22.69 B )
ADRO. @ 1838. (20.43 B )
LTLS. @ 1027. (7.39 B )
ABMM. @ 3777 (6.99 B )
EXCL. @ 4978 (4.90 B )
6 NETT SELL STOCKs BY FOREIGNers
ITMG. @ 38273 (54.89 B )
UNTR. @ 28221(37.24 B )
TLKM. @ 6895. (36.12 B )
BBRI. @ 6935. (36.07 B )
BBNI. @ 3687. (35.56 B )
BUMI. @ 2454. (22.92 B )
8 MOST ACTIVE STOCKs BY VALUE
BMRI. @ 6950. (-1.41%)
ASII. @ 78000 (-0.82%)
LTLS. @ 1000. (-3.84%)
BBRI. @ 6950. (-0.71%)
BBNI. @ 3700. (0.00%)
UNTR. @ 28100 (-1.40%)
SMGR. @ 11650. (+0.43%)
TLKM. @ 6900. (-0.71%)
8 MOST ACTIVE STOCKs BY VOLUME
KBRI. @ 62. (249.070 M)
BNBR. @ 51. (147.229 M)
BIPI-W @ 89. (140.824 M)
LTLS. @ 1000 (112.265 M)
ENRG. @ 199 (106.863 M)
BULL. @ 95. (106.009 M)
ELTY. @ 141. (104.138 M)
BIPI. @ 240 (96.394 M)
Saham Tambang Koreksi, IHSG Turun 0,7%. net foreign sell Rp310,3 miliar
http://pasarmodal.inilah.com/read/detail/1822776/saham-tambang-koreksi-ihsg-turun-07
IHSG Melemah Sendirian di Asia
http://finance.detik.com/read/2012/01/25/161551/1824747/6/ihsg-melemah-sendirian-di-asia
BEI Masih Tunggu Kepastian Restrukturisasi APOL
http://pasarmodal.inilah.com/read/detail/1822770/bei-masih-tunggu-kepastian-restrukturisasi-apol
JAWA Proyeksikan Penjualan Capai Rp640 M di 2011
http://pasarmodal.inilah.com/read/detail/1822814/jawa-proyeksikan-penjualan-capai-rp640-m-di-2011
LTLS Jadi Saham Teraktif Rabu (25/1)
http://pasarmodal.inilah.com/read/detail/1822800/ltls-jadi-saham-teraktif-rabu-251
Ekonomi AS Membaik, Rupiah Bersinar
http://pasarmodal.inilah.com/read/detail/1822790/ekonomi-as-membaik-rupiah-bersinar
Miliarder Suarakan Kesenjangan Pendapatan di Davos
http://pasarmodal.inilah.com/read/detail/1822780/miliarder-suarakan-kesenjangan-pendapatan-di-davos
Antam Raup Rp 10 Triliun Lebih dari Emas & Feronikel
http://finance.detik.com/read/2012/01/25/125049/1824365/6/antam-raup-rp-10-triliun-lebih-dari-emas-feronikel
EXCL prediksi pendapatan di 2011 hanya naik tipis
http://investasi.kontan.co.id/news/excl-prediksi-pendapatan-di-2011-hanya-naik-tipis
Ada restrukturisasi, BLTA minta suspensi
http://investasi.kontan.co.id/news/ada-restrukturisasi-blta-minta-suspensi
Bekasi Fajar Rencana Lepas 20% Saham ke Publik
http://pasarmodal.inilah.com/read/detail/1822745/bekasi-fajar-rencana-lepas-20-saham-ke-publik
Komisaris PGN Tutup Mulut Soal 'Pemecatan' Direktur
http://finance.detik.com/read/2012/01/25/143940/1824576/6/komisaris-pgn-tutup-mulut-soal-pemecatan-direktur
Kepercayaan Jatuh, Top Eksekutif Kumpul di Davos
http://pasarmodal.inilah.com/read/detail/1822715/kepercayaan-jatuh-top-eksekutif-kumpul-di-davos
LPS Coba Lagi Jual Bank Mutiara di Februari 2012
http://finance.detik.com/read/2012/01/25/140632/1824528/5/lps-coba-lagi-jual-bank-mutiara-di-februari-2012
Diapit Dua Proyek Tol, Tanah di Depok Naik 15%-24%
http://finance.detik.com/read/2012/01/25/133621/1824499/1016/diapit-dua-proyek-tol-tanah-di-depok-naik-15-24
Mengintip Rumah-rumah Mewah Para Juragan IT Dunia
http://finance.detik.com/read/2012/01/25/143402/1824571/1016/mengintip-rumah-rumah-mewah-para-juragan-it-dunia
Sesi I
IHSG Kena Koreksi 25 Poin
http://finance.detik.com/read/2012/01/25/122409/1824344/6/ihsg-kena-koreksi-25-poin
Reminder::: 25 Januari FOMC, Mulai penawaran ipo PT Surya Esa Perkasa,
mulai Roadshows For Indika Energy Divestment To Start Jan. 25 In Jakarta (London – citigroup & Macquarie)
Bukit Asam, Global Mediacom, Radiant: Indonesia Equity Preview
http://www.bloomberg.com/news/2012-01-25/bukit-asam-global-mediacom-radiant-indonesia-equity-preview.html
Indonesia Stocks: Global Mediacom, Radiant Utama Interinsco
http://www.bloomberg.com/news/2012-01-25/indonesia-stocks-global-mediacom-radiant-utama-interinsco.html
BLTA sesi 2 dibuka lagi
Bloomberg: Aneka, Outotec Agree to Do Feasibility Study on Alumina Project
Semen Gresik 2011 Profit May Rise to 3.9 Tln Rupiah, Daily Says
Bukit Asam Expects 2011 Profit of 3 Trillion Rupiah, Daily Says
Astra Agro’s 2011 Palm Oil Sales Rise 13% to 1.26 Million Tons
Radiant May Sell as Much as 400B Rupiah of Bonds, Bisnis Reports
Mazda Motor Indonesia 2011 Car Sales Rise 50% to 9,056 Units
Rupiah Drops for 2nd Day on Speculation Importers Buying Dollars
Bloomberg: Rubber Futures Extend Gains in Tokyo, Rising as Much as 1.7%
Palm Oil Gains as Much as 0.8% to 3,190 Ringgit a Metric Ton
*KERTAS GAINS MOST IN 18 MONTHS ON FUEL BUSINESS SPECULATION *KERTAS DENIES SPECULATION IT PLANS TO OPERATE FUEL STATIONS
ADRO::: Commissioner Lim Soon Huat at coal miner PT Adaro Energy Tbk, led by Garibaldi Thohir, reported a purchase of 300,000 shares at Rp1,830 a share worth Rp549 million.
Corporate Secretary Devindra Ratzarwin at Adaro, in an official statement to Indonesia Stock Exchange (IDX), said the shares purchase is intended as investment.
AALI:: CPO player PT Astra Agro Lestari Tbk (AALI), controlled by Astra International Group, reported a 12.9% increase in CPO sales volume last year to 1.26 million tons from 1.11 million tons a year earlier.
GZCO::: CPO producer PT Gozco Plantations Tbk (GZCO), that is controlled by Tjandra Mindharta Gozali, reported a 3% increase in CPO sales volume to 58,000 tons last year from 56,500 tons a year earlier. All sales were absorbed by the local market. CPO and palm kernel average selling price reached Rp7,446/kg and Rp4,887/kg respectively, a 3% and 7% increase compared to the same period in 2010.
Profit Taking, IHSG Dibuka Turun 0,34%
http://pasarmodal.inilah.com/read/detail/1822613/profit-taking-ihsg-dibuka-turun-034
Inilah Saham Pilihan Rabu (25/1)
http://pasarmodal.inilah.com/read/detail/1822477/inilah-saham-pilihan-rabu-251
Tarif 6 Ruas Tol Segera Naik!
http://finance.detik.com/read/2012/01/25/115051/1824292/4/tarif-6-ruas-tol-segera-naik
Rumor diversifikasi usaha, saham KBRI melejit 15%
http://investasi.kontan.co.id/news/rumor-diversifikasi-usaha-saham-kbri-melejit-15
Berencana terbitkan obligasi, saham RUIS maju 4,2%
http://investasi.kontan.co.id/news/berencana-terbitkan-obligasi-saham-ruis-maju-42
Saham BMTR maju ke level tertinggi sejak Desember
http://investasi.kontan.co.id/news/saham-bmtr-maju-ke-level-tertinggi-sejak-desember
FASW siap tambah mesin US$ 100 juta
http://investasi.kontan.co.id/news/fasw-siap-tambah-mesin-us-100-juta
BSDE mengincar lahan baru di luar Serpong
http://investasi.kontan.co.id/news/bsde-mengincar-lahan-baru-di-luar-serpong
Jajaran pengurus Bumi Plc akan dirombak
http://investasi.kontan.co.id/news/jajaran-pengurus-bumi-plc-akan-dirombak
IHSG Masih Dapat Bergerak Positif ke Depannya
http://pasarmodal.inilah.com/read/detail/1822475/ihsg-masih-dapat-bergerak-positif-ke-depannya
LTLS Diincar Asing, Tender Offer di Harga Rp 2.000
http://pasarmodal.inilah.com/read/detail/1822611/ltls-diincar-asing-tender-offer-di-harga-rp-2000
Saham AUTO Berpeluang Menuju Rp5.000
http://pasarmodal.inilah.com/read/detail/1822593/saham-auto-berpeluang-menuju-rp5000
Antam Prediksi Pendapatan di Atas Rp10 T di 2011
http://pasarmodal.inilah.com/read/detail/1822615/antam-prediksi-pendapatan-di-atas-rp10-t-di-2011
IMF: Krisis Eropa Ancam Resesi Global
http://pasarmodal.inilah.com/read/detail/1822630/imf-krisis-eropa-ancam-resesi-global
Terkait Informasi Penting, BEI Suspensi BLTA
http://pasarmodal.inilah.com/read/detail/1822607/terkait-informasi-penting-bei-suspensi-blta
INTA harus Waspadai Beban Bunga Utang
http://pasarmodal.inilah.com/read/detail/1822502/inta-harus-waspadai-beban-bunga-utang
Investor Kecewa, Wall Street Mixed
http://pasarmodal.inilah.com/read/detail/1822582/investor-kecewa-wall-street-mixed
XL Fokus Kembangkan Data di 2012
http://pasarmodal.inilah.com/read/detail/1822659/xl-fokus-kembangkan-data-di-2012
Jual Anak Usaha, INDY Diburu Bandar?
http://pasarmodal.inilah.com/read/detail/1822595/jual-anak-usaha-indy-diburu-bandar
SK Telecom Minati BTEL?
http://pasarmodal.inilah.com/read/detail/1822602/sk-telecom-minati-btel
Obama akan Alihkan Dana Perang ke Infrastruktur dan Bayar Utang
http://finance.detik.com/read/2012/01/25/114709/1824286/4/obama-akan-alihkan-dana-perang-ke-infrastruktur-dan-bayar-utang
Laba Apple Dongkrak Saham Asia
http://pasarmodal.inilah.com/read/detail/1822598/laba-apple-dongkrak-saham-asia
Suplai AS naik, minyak mendekati level US$ 100
http://investasi.kontan.co.id/news/suplai-as-naik-minyak-mendekati-level-us-100
Emas bisa rebound karena spekulasi dolar jatuh
http://investasi.kontan.co.id/news/emas-bisa-rebound-karena-spekulasi-dollar-jatuh
(F) BIPI analisa 2010 : (a) berkaitan dng rumor, beralihnya kepemilikan (b) restrukturisasi, (c) produksi di 2012. Dan kemungkinan akusisi oleh ENRG : (baca ttg rencana grup bakrie utk ENRG (1) fokus di oil dan gas (2) kemampuan ekspansi lebih dr 25 T, dng pembelian blok (pembelian blok 2011, langsung berpengaruh thd pendapatan ENRG 2012) (Note : (a) pd saat ini Pertamina sdng proses pembelian saham Inpex sebesar 10%, shg kepemilikan Masela mjd, 10% pertamina, 10% ENRG, 30% Shell, dan 50% INPEX (b) ELSA dimiliki 37% BIPI)
PTPP VS TOTL
PTPP LABA BERSIH PERSAHAM 2011: RP18/SAHAM; RASIO P/E: 35X
TOTL: RP35/SAHAM; RASIO P/E: 11X
ASSET: PTPP: RP5.87 TLN
TOTL: RP1.65 TLN
HUTANG: PTPP: RP4.62 TLN
TOTL: 1.02 TLN
ROE PTPP: 6.5%
TOTL: 18%
RASIO PBV PTPP: 2.37X
TOTL: 2.02 X
TP PTPP: RP660
TOTL: RP700
ASRI : Non-Preemptive Right sudah di exercise 24 Januari 2012, hari ini pencatatannya, besok launching Cluster baru di Proyek Pasar Kemis
http://www.ipotnews.com/m/article.php?jdl=Tiga_bank_BUMN_menyiapkan_rangkaian_akuisisi&level2=&level3=&level4=stocks&id=1003065&popular=
KBRI ganti sektor ke energy dan gas
Datanya ada disini KBRI ganti sektor : http://www.corporateinformation.com/Company-Snapshot.aspx?cusip=C366BKS10
SPECIAL MENTION:
TOTL: 340-500. 2011 net profit could rise to exceed IDR120 billion (EPS: IDR35) due to higher revenue. Total is one of a few construction-related companies that have a margin of more than 6.5%, compared with an average of 4%. It is now trading at a p/e ratio of only 8.0 X 2012 earnings, far below its closest rival PTPP of 19X and industrial average a p/e ratio of 16X. At that average, Total should be fairly valued at 16 X 44 which is equal with IDR704 per share. It is a buy at any levels for long term investment.
BBTN - sedang mengkaji opsi penambahan modal melalui pengurangan dividen,right issue, dan tambah modal pemerintah.
ADHI - rencana right issue senilai Rp800milyar pd kuartal 3 2012. Dana akan digunakan untuk pengembangan 3 divisi usaha yaitu EPC, properti, dan pengembangan listrik swasta.
PTBA - alokasikan 60% untuk dividen payout ratio.
TLKM - alokasikan USD.150jt untuk ekspansi jaringan.
LTLS Diincar Asing, Tender Offer di Harga Rp 2000
Fr MAcquarie:: Action and recommendation
§ Danamon shares were a major underperformer in 2011, down 25.9% vs Jakarta
Financial Index up 5.4% and Jakarta Composite Index up 3.2%. The stock
currently trades at 11.7x 2012E P/E, in line with the sector average of 11.5x.
§ We believe the weaker fundamental outlook has outweighed the positive
impact from capital raising in 2H11. Coupled with a lack of positive catalysts
such as M&A, a deeper valuation discount vs the sector is warranted, in our
view. Our new target price of Rp4,100 implies 10.4x 2012E P/E
Memulai Usaha dengan Modal Minim, Bagaimana?
http://finance.detik.com/read/2012/01/25/112218/1824240/458/memulai-usaha-dengan-modal-minim-bagaimana
(By: Gita Adiwoso - D'Origin)
@3963.60 (-30.97 pts) (-0.77 %)
(H: 3997.11; L:3948.96 )
Value: 3.443 T (NG 1.054 T )
Volume: 3.824 B (NG 1.169 B )
Foreign Nett Sell : 310 B
Incl. Crossing:
MNCN @1270 ~ 342 B (F vs F)
BBRI @ 6950 ~ 103 B (F vs F)
USD/IDR: 8885 (On Shore)....!!
8876 (Off Shore)...!!
JCI for today:
Support: 3936 ; 3909
Resistance: 3997 ; 4028
6 MARKET DRIVEN BY SECTOR
TRADE. (-0.14%) (848.602 B )
MANUFACTUR (-0.79%) (756.894 B )
FINANCE. (-0.91%) (683.655 B )
INFRASTRUC (-0.71%) (439.564 B )
MINING. (-1.19%). (396.083 B )
PROPERTY. (-0.61%). (251.081 B )
6 NETT BUY STOCKs BY FOREIGNers
BMRI. @ 6952. (28.86 B )
ASII. @78243 (22.69 B )
ADRO. @ 1838. (20.43 B )
LTLS. @ 1027. (7.39 B )
ABMM. @ 3777 (6.99 B )
EXCL. @ 4978 (4.90 B )
6 NETT SELL STOCKs BY FOREIGNers
ITMG. @ 38273 (54.89 B )
UNTR. @ 28221(37.24 B )
TLKM. @ 6895. (36.12 B )
BBRI. @ 6935. (36.07 B )
BBNI. @ 3687. (35.56 B )
BUMI. @ 2454. (22.92 B )
8 MOST ACTIVE STOCKs BY VALUE
BMRI. @ 6950. (-1.41%)
ASII. @ 78000 (-0.82%)
LTLS. @ 1000. (-3.84%)
BBRI. @ 6950. (-0.71%)
BBNI. @ 3700. (0.00%)
UNTR. @ 28100 (-1.40%)
SMGR. @ 11650. (+0.43%)
TLKM. @ 6900. (-0.71%)
8 MOST ACTIVE STOCKs BY VOLUME
KBRI. @ 62. (249.070 M)
BNBR. @ 51. (147.229 M)
BIPI-W @ 89. (140.824 M)
LTLS. @ 1000 (112.265 M)
ENRG. @ 199 (106.863 M)
BULL. @ 95. (106.009 M)
ELTY. @ 141. (104.138 M)
BIPI. @ 240 (96.394 M)
Saham Tambang Koreksi, IHSG Turun 0,7%. net foreign sell Rp310,3 miliar
http://pasarmodal.inilah.com/read/detail/1822776/saham-tambang-koreksi-ihsg-turun-07
IHSG Melemah Sendirian di Asia
http://finance.detik.com/read/2012/01/25/161551/1824747/6/ihsg-melemah-sendirian-di-asia
BEI Masih Tunggu Kepastian Restrukturisasi APOL
http://pasarmodal.inilah.com/read/detail/1822770/bei-masih-tunggu-kepastian-restrukturisasi-apol
JAWA Proyeksikan Penjualan Capai Rp640 M di 2011
http://pasarmodal.inilah.com/read/detail/1822814/jawa-proyeksikan-penjualan-capai-rp640-m-di-2011
LTLS Jadi Saham Teraktif Rabu (25/1)
http://pasarmodal.inilah.com/read/detail/1822800/ltls-jadi-saham-teraktif-rabu-251
Ekonomi AS Membaik, Rupiah Bersinar
http://pasarmodal.inilah.com/read/detail/1822790/ekonomi-as-membaik-rupiah-bersinar
Miliarder Suarakan Kesenjangan Pendapatan di Davos
http://pasarmodal.inilah.com/read/detail/1822780/miliarder-suarakan-kesenjangan-pendapatan-di-davos
Antam Raup Rp 10 Triliun Lebih dari Emas & Feronikel
http://finance.detik.com/read/2012/01/25/125049/1824365/6/antam-raup-rp-10-triliun-lebih-dari-emas-feronikel
EXCL prediksi pendapatan di 2011 hanya naik tipis
http://investasi.kontan.co.id/news/excl-prediksi-pendapatan-di-2011-hanya-naik-tipis
Ada restrukturisasi, BLTA minta suspensi
http://investasi.kontan.co.id/news/ada-restrukturisasi-blta-minta-suspensi
Bekasi Fajar Rencana Lepas 20% Saham ke Publik
http://pasarmodal.inilah.com/read/detail/1822745/bekasi-fajar-rencana-lepas-20-saham-ke-publik
Komisaris PGN Tutup Mulut Soal 'Pemecatan' Direktur
http://finance.detik.com/read/2012/01/25/143940/1824576/6/komisaris-pgn-tutup-mulut-soal-pemecatan-direktur
Kepercayaan Jatuh, Top Eksekutif Kumpul di Davos
http://pasarmodal.inilah.com/read/detail/1822715/kepercayaan-jatuh-top-eksekutif-kumpul-di-davos
LPS Coba Lagi Jual Bank Mutiara di Februari 2012
http://finance.detik.com/read/2012/01/25/140632/1824528/5/lps-coba-lagi-jual-bank-mutiara-di-februari-2012
Diapit Dua Proyek Tol, Tanah di Depok Naik 15%-24%
http://finance.detik.com/read/2012/01/25/133621/1824499/1016/diapit-dua-proyek-tol-tanah-di-depok-naik-15-24
Mengintip Rumah-rumah Mewah Para Juragan IT Dunia
http://finance.detik.com/read/2012/01/25/143402/1824571/1016/mengintip-rumah-rumah-mewah-para-juragan-it-dunia
Sesi I
IHSG Kena Koreksi 25 Poin
http://finance.detik.com/read/2012/01/25/122409/1824344/6/ihsg-kena-koreksi-25-poin
Reminder::: 25 Januari FOMC, Mulai penawaran ipo PT Surya Esa Perkasa,
mulai Roadshows For Indika Energy Divestment To Start Jan. 25 In Jakarta (London – citigroup & Macquarie)
Bukit Asam, Global Mediacom, Radiant: Indonesia Equity Preview
http://www.bloomberg.com/news/2012-01-25/bukit-asam-global-mediacom-radiant-indonesia-equity-preview.html
Indonesia Stocks: Global Mediacom, Radiant Utama Interinsco
http://www.bloomberg.com/news/2012-01-25/indonesia-stocks-global-mediacom-radiant-utama-interinsco.html
BLTA sesi 2 dibuka lagi
Bloomberg: Aneka, Outotec Agree to Do Feasibility Study on Alumina Project
Semen Gresik 2011 Profit May Rise to 3.9 Tln Rupiah, Daily Says
Bukit Asam Expects 2011 Profit of 3 Trillion Rupiah, Daily Says
Astra Agro’s 2011 Palm Oil Sales Rise 13% to 1.26 Million Tons
Radiant May Sell as Much as 400B Rupiah of Bonds, Bisnis Reports
Mazda Motor Indonesia 2011 Car Sales Rise 50% to 9,056 Units
Rupiah Drops for 2nd Day on Speculation Importers Buying Dollars
Bloomberg: Rubber Futures Extend Gains in Tokyo, Rising as Much as 1.7%
Palm Oil Gains as Much as 0.8% to 3,190 Ringgit a Metric Ton
*KERTAS GAINS MOST IN 18 MONTHS ON FUEL BUSINESS SPECULATION *KERTAS DENIES SPECULATION IT PLANS TO OPERATE FUEL STATIONS
ADRO::: Commissioner Lim Soon Huat at coal miner PT Adaro Energy Tbk, led by Garibaldi Thohir, reported a purchase of 300,000 shares at Rp1,830 a share worth Rp549 million.
Corporate Secretary Devindra Ratzarwin at Adaro, in an official statement to Indonesia Stock Exchange (IDX), said the shares purchase is intended as investment.
AALI:: CPO player PT Astra Agro Lestari Tbk (AALI), controlled by Astra International Group, reported a 12.9% increase in CPO sales volume last year to 1.26 million tons from 1.11 million tons a year earlier.
GZCO::: CPO producer PT Gozco Plantations Tbk (GZCO), that is controlled by Tjandra Mindharta Gozali, reported a 3% increase in CPO sales volume to 58,000 tons last year from 56,500 tons a year earlier. All sales were absorbed by the local market. CPO and palm kernel average selling price reached Rp7,446/kg and Rp4,887/kg respectively, a 3% and 7% increase compared to the same period in 2010.
Profit Taking, IHSG Dibuka Turun 0,34%
http://pasarmodal.inilah.com/read/detail/1822613/profit-taking-ihsg-dibuka-turun-034
Inilah Saham Pilihan Rabu (25/1)
http://pasarmodal.inilah.com/read/detail/1822477/inilah-saham-pilihan-rabu-251
Tarif 6 Ruas Tol Segera Naik!
http://finance.detik.com/read/2012/01/25/115051/1824292/4/tarif-6-ruas-tol-segera-naik
Rumor diversifikasi usaha, saham KBRI melejit 15%
http://investasi.kontan.co.id/news/rumor-diversifikasi-usaha-saham-kbri-melejit-15
Berencana terbitkan obligasi, saham RUIS maju 4,2%
http://investasi.kontan.co.id/news/berencana-terbitkan-obligasi-saham-ruis-maju-42
Saham BMTR maju ke level tertinggi sejak Desember
http://investasi.kontan.co.id/news/saham-bmtr-maju-ke-level-tertinggi-sejak-desember
FASW siap tambah mesin US$ 100 juta
http://investasi.kontan.co.id/news/fasw-siap-tambah-mesin-us-100-juta
BSDE mengincar lahan baru di luar Serpong
http://investasi.kontan.co.id/news/bsde-mengincar-lahan-baru-di-luar-serpong
Jajaran pengurus Bumi Plc akan dirombak
http://investasi.kontan.co.id/news/jajaran-pengurus-bumi-plc-akan-dirombak
IHSG Masih Dapat Bergerak Positif ke Depannya
http://pasarmodal.inilah.com/read/detail/1822475/ihsg-masih-dapat-bergerak-positif-ke-depannya
LTLS Diincar Asing, Tender Offer di Harga Rp 2.000
http://pasarmodal.inilah.com/read/detail/1822611/ltls-diincar-asing-tender-offer-di-harga-rp-2000
Saham AUTO Berpeluang Menuju Rp5.000
http://pasarmodal.inilah.com/read/detail/1822593/saham-auto-berpeluang-menuju-rp5000
Antam Prediksi Pendapatan di Atas Rp10 T di 2011
http://pasarmodal.inilah.com/read/detail/1822615/antam-prediksi-pendapatan-di-atas-rp10-t-di-2011
IMF: Krisis Eropa Ancam Resesi Global
http://pasarmodal.inilah.com/read/detail/1822630/imf-krisis-eropa-ancam-resesi-global
Terkait Informasi Penting, BEI Suspensi BLTA
http://pasarmodal.inilah.com/read/detail/1822607/terkait-informasi-penting-bei-suspensi-blta
INTA harus Waspadai Beban Bunga Utang
http://pasarmodal.inilah.com/read/detail/1822502/inta-harus-waspadai-beban-bunga-utang
Investor Kecewa, Wall Street Mixed
http://pasarmodal.inilah.com/read/detail/1822582/investor-kecewa-wall-street-mixed
XL Fokus Kembangkan Data di 2012
http://pasarmodal.inilah.com/read/detail/1822659/xl-fokus-kembangkan-data-di-2012
Jual Anak Usaha, INDY Diburu Bandar?
http://pasarmodal.inilah.com/read/detail/1822595/jual-anak-usaha-indy-diburu-bandar
SK Telecom Minati BTEL?
http://pasarmodal.inilah.com/read/detail/1822602/sk-telecom-minati-btel
Obama akan Alihkan Dana Perang ke Infrastruktur dan Bayar Utang
http://finance.detik.com/read/2012/01/25/114709/1824286/4/obama-akan-alihkan-dana-perang-ke-infrastruktur-dan-bayar-utang
Laba Apple Dongkrak Saham Asia
http://pasarmodal.inilah.com/read/detail/1822598/laba-apple-dongkrak-saham-asia
Suplai AS naik, minyak mendekati level US$ 100
http://investasi.kontan.co.id/news/suplai-as-naik-minyak-mendekati-level-us-100
Emas bisa rebound karena spekulasi dolar jatuh
http://investasi.kontan.co.id/news/emas-bisa-rebound-karena-spekulasi-dollar-jatuh
(F) BIPI analisa 2010 : (a) berkaitan dng rumor, beralihnya kepemilikan (b) restrukturisasi, (c) produksi di 2012. Dan kemungkinan akusisi oleh ENRG : (baca ttg rencana grup bakrie utk ENRG (1) fokus di oil dan gas (2) kemampuan ekspansi lebih dr 25 T, dng pembelian blok (pembelian blok 2011, langsung berpengaruh thd pendapatan ENRG 2012) (Note : (a) pd saat ini Pertamina sdng proses pembelian saham Inpex sebesar 10%, shg kepemilikan Masela mjd, 10% pertamina, 10% ENRG, 30% Shell, dan 50% INPEX (b) ELSA dimiliki 37% BIPI)
PTPP VS TOTL
PTPP LABA BERSIH PERSAHAM 2011: RP18/SAHAM; RASIO P/E: 35X
TOTL: RP35/SAHAM; RASIO P/E: 11X
ASSET: PTPP: RP5.87 TLN
TOTL: RP1.65 TLN
HUTANG: PTPP: RP4.62 TLN
TOTL: 1.02 TLN
ROE PTPP: 6.5%
TOTL: 18%
RASIO PBV PTPP: 2.37X
TOTL: 2.02 X
TP PTPP: RP660
TOTL: RP700
ASRI : Non-Preemptive Right sudah di exercise 24 Januari 2012, hari ini pencatatannya, besok launching Cluster baru di Proyek Pasar Kemis
http://www.ipotnews.com/m/article.php?jdl=Tiga_bank_BUMN_menyiapkan_rangkaian_akuisisi&level2=&level3=&level4=stocks&id=1003065&popular=
KBRI ganti sektor ke energy dan gas
Datanya ada disini KBRI ganti sektor : http://www.corporateinformation.com/Company-Snapshot.aspx?cusip=C366BKS10
SPECIAL MENTION:
TOTL: 340-500. 2011 net profit could rise to exceed IDR120 billion (EPS: IDR35) due to higher revenue. Total is one of a few construction-related companies that have a margin of more than 6.5%, compared with an average of 4%. It is now trading at a p/e ratio of only 8.0 X 2012 earnings, far below its closest rival PTPP of 19X and industrial average a p/e ratio of 16X. At that average, Total should be fairly valued at 16 X 44 which is equal with IDR704 per share. It is a buy at any levels for long term investment.
BBTN - sedang mengkaji opsi penambahan modal melalui pengurangan dividen,right issue, dan tambah modal pemerintah.
ADHI - rencana right issue senilai Rp800milyar pd kuartal 3 2012. Dana akan digunakan untuk pengembangan 3 divisi usaha yaitu EPC, properti, dan pengembangan listrik swasta.
PTBA - alokasikan 60% untuk dividen payout ratio.
TLKM - alokasikan USD.150jt untuk ekspansi jaringan.
LTLS Diincar Asing, Tender Offer di Harga Rp 2000
Fr MAcquarie:: Action and recommendation
§ Danamon shares were a major underperformer in 2011, down 25.9% vs Jakarta
Financial Index up 5.4% and Jakarta Composite Index up 3.2%. The stock
currently trades at 11.7x 2012E P/E, in line with the sector average of 11.5x.
§ We believe the weaker fundamental outlook has outweighed the positive
impact from capital raising in 2H11. Coupled with a lack of positive catalysts
such as M&A, a deeper valuation discount vs the sector is warranted, in our
view. Our new target price of Rp4,100 implies 10.4x 2012E P/E
Memulai Usaha dengan Modal Minim, Bagaimana?
http://finance.detik.com/read/2012/01/25/112218/1824240/458/memulai-usaha-dengan-modal-minim-bagaimana
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